Totals
- Total revenue
- $2,260,955
- Total expenses
- $2,148,373
- Contributions and grants received
- $2,247,514
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $13,441
- Other revenue
- $0
- Total assets, end of year
- $2,701,305
- Total liabilities, end of year
- $52,944
- Net assets or fund balances, end of year
- $2,648,361
- Program services expenses (Part IX)
- $1,750,755
- Management and general expenses
- $117,875
- Fundraising expenses
- $279,743
- Program service expenses (Part III)
- $1,750,755
Program services were 81.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$2,247,514
-
3 · Investment income
total $13,441 · excluded $13,441
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $520,386 · program services $417,200 · management and general $15,150 · fundraising $88,036
-
7 · Other salaries and wages
total $496,435 · program services $397,777 · management and general $14,721 · fundraising $83,937
-
9 · Other employee benefits
total $44,065 · program services $35,477 · management and general $1,102 · fundraising $7,486
-
10 · Payroll taxes
total $78,937 · program services $64,315 · management and general $1,051 · fundraising $13,571
-
11b · Fees: legal
total $218 · management and general $218
-
11c · Fees: accounting
total $35,592 · management and general $35,592
-
11g · Fees: other
total $238,315 · program services $202,685 · management and general $5,871 · fundraising $29,759
-
12 · Advertising and promotion
total $58,912 · program services $53,023 · fundraising $5,889
-
14 · Information technology
total $385,930 · program services $340,932 · management and general $29,524 · fundraising $15,474
-
17 · Travel
total $85,809 · program services $70,664 · fundraising $15,145
-
19 · Conferences, conventions and meetings
total $140,984 · program services $125,386 · fundraising $15,598
-
23 · Insurance
total $3,430 · management and general $3,430
-
24a · Other expenses: OTHER
total $54,013 · program services $43,296 · management and general $8,196 · fundraising $2,521
-
24b · Other expenses: CORPORATE REAL ESTATE
total $3,020 · management and general $3,020
-
24c · Other expenses: DINING
total $2,327 · fundraising $2,327
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,500,419 · end of year $561,250
-
3 · Pledges and grants receivable
beginning of year $1,077,618 · end of year $1,327,981
-
4 · Accounts receivable
beginning of year $351 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $20,520 · end of year $24,083
-
11 · Investments: publicly traded securities
end of year $787,991
-
17 · Accounts payable and accrued expenses
beginning of year $42,167 · end of year $52,944
-
19 · Deferred revenue
beginning of year $51,500 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,374,018 · end of year $1,266,776
-
28 · Net assets with donor restrictions
beginning of year $1,131,223 · end of year $1,381,585
Mission and programs · 2024
Mission
TO INSPIRE CHARACTER AND INTEGRITY IN THE FINANCE LEADERS OF TOMORROW.
-
MEMBER SERVICES: SCHOLARS OF FINANCE IMPACTED OVER 5,000 STUDENTS IN 2024 THROUGH VALUES-BASED LEADERSHIP PROGRAMMING AT 60 CHAPTERS ACROSS THE U.S, A 25% INCREASE FROM 2023. 2,800 MEMBERS GRADUATED FROM THE LEADERSHIP DEVELOPMENT PROGRAM, A 8-WEEK COURSE THAT PREPARES STUDENTS TO BE ETHICAL LEADERS IN FINANCE. SOF CONNECTED 426 MEMBERS WITH FINANCE PROFESSIONALS FOR MENTORSHIP, PROVIDING COACHING FOR PERSONAL AND PROFESSIONAL GROWTH. OVER 290 FINANCE PROFESSIONALS SPOKE TO OVER 5,900 STUDENTS AT 326 SYMPOSIA AND OTHER SPEAKING EVENTS, HELPING MEMBERS DEEPEN THEIR UNDERSTANDING OF FINANCE AND THE WAYS IN WHICH ETHICAL LEADERSHIP IS NEEDED. PRINCIPAL WORKSHOPS ATTRACKED OVER 6,000 ATTENDEES.
Expenses $1,750,755
As filed on the 2024 return.
Listed in Part VII
-
Ross OverlineROSS OVERLINE
CEO/CHAIRMAN OF THE BOARD
- Total calculated
- $181,230
- From this org
- $165,463
- From related orgs
- $0
- Other
- $15,767
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,463
- Bonus
- $0
- Other
- $0
- Deferred
- $7,809
- Nontaxable benefits
- $7,958
- Filer's total
- $181,230
-
Ryan QuinlivanRYAN QUINLIVAN
VICE CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
Nicolas SuarezNICOLAS SUAREZ
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Ray CameronRAY CAMERON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Armel Romeo KouassiARMEL ROMEO KOUASSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth J SandlerELIZABETH J SANDLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen SorensonSTEPHEN SORENSON
CHIEF OPERATING OFFICER
- Total calculated
- $157,982
- From this org
- $134,225
- From related orgs
- $0
- Other
- $23,757
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,225
- Bonus
- $0
- Other
- $0
- Deferred
- $6,711
- Nontaxable benefits
- $17,046
- Filer's total
- $157,982
-
Miranda MehtaMIRANDA MEHTA
CHIEF IMPACT OFFICER
- Total calculated
- $181,173
- From this org
- $160,019
- From related orgs
- $0
- Other
- $21,154
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,019
- Bonus
- $0
- Other
- $0
- Deferred
- $8,001
- Nontaxable benefits
- $13,153
- Filer's total
- $181,173
-
Randal LedetRANDAL LEDET
DIRECTOR OF MEMBER SUCCESS
- Total calculated
- $128,646
- From this org
- $116,208
- From related orgs
- $0
- Other
- $12,438
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513159349304261
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.