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Nonprofiteer
← ENDEAVOR CATALYST INC

Form 990 for tax year 2024

Filed by ENDEAVOR CATALYST INC.

Totals

Total revenue
$6,987,450
Total expenses
$3,522,296
Contributions and grants received
$0
Grants paid
$2,218,714
Program service revenue
$0
Investment income
$6,987,450
Other revenue
$0
Total assets, end of year
$166,837,265
Total liabilities, end of year
$1,501
Net assets or fund balances, end of year
$166,835,764
Program services expenses (Part IX)
$3,151,126
Management and general expenses
$371,170
Fundraising expenses
$0
Program service expenses (Part III)
$3,151,126

Program services were 89.5% 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.

  • 3 · Investment income

    total $222,666 · excluded $222,666

  • 7a · Gross sales of assets other than inventory

    securities $10,164,440

  • 7b · Less cost or other basis and sales expenses

    securities $3,399,656

  • 7c · Gain or loss

    securities $6,764,784

  • 7d · Net gain or loss

    total $6,764,784 · excluded $6,764,784

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,186,556 · program services $2,186,556

  • 3 · Grants to foreign organizations and individuals

    total $32,158 · program services $32,158

  • 5 · Compensation of officers, directors and key employees

    total $541,195 · program services $409,122 · management and general $132,073

  • 7 · Other salaries and wages

    total $189,309 · program services $143,110 · management and general $46,199

  • 8 · Pension plan contributions

    total $12,990 · program services $9,820 · management and general $3,170

  • 9 · Other employee benefits

    total $64,470 · program services $48,737 · management and general $15,733

  • 10 · Payroll taxes

    total $36,124 · program services $27,308 · management and general $8,816

  • 11b · Fees: legal

    total $6,832 · program services $5,165 · management and general $1,667

  • 11c · Fees: accounting

    total $30,602 · management and general $30,602

  • 11f · Fees: investment management

    total $39,654 · management and general $39,654

  • 11g · Fees: other

    total $96,521 · program services $72,966 · management and general $23,555

  • 12 · Advertising and promotion

    total $10,524 · program services $7,956 · management and general $2,568

  • 13 · Office expenses

    total $12,270 · program services $9,276 · management and general $2,994

  • 14 · Information technology

    total $65,785 · program services $49,731 · management and general $16,054

  • 16 · Occupancy

    total $43,345 · program services $32,767 · management and general $10,578

  • 17 · Travel

    total $90,044 · program services $68,070 · management and general $21,974

  • 19 · Conferences, conventions and meetings

    total $29,906 · program services $22,608 · management and general $7,298

  • 22 · Depreciation, depletion and amortization

    total $30,056 · program services $22,721 · management and general $7,335

  • 23 · Insurance

    total $3,686 · program services $2,786 · management and general $900

  • 24a · Other expenses: MISC. EXPENSE

    total $269 · program services $269

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,481 · end of year $37,949

  • 2 · Savings and temporary cash investments

    beginning of year $11,844,692 · end of year $8,530,425

  • 4 · Accounts receivable

    end of year $6,644

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,913 · end of year $18,417

  • 11 · Investments: publicly traded securities

    beginning of year $7,560,597 · end of year $8,242,407

  • 12 · Investments: other securities

    beginning of year $27,413,983 · end of year $149,566,810

  • 15 · Other assets

    beginning of year $88,838 · end of year $434,613

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,603 · end of year $1,501

  • 27 · Net assets without donor restrictions

    beginning of year $46,913,901 · end of year $166,835,764

Mission and programs · 2024

Mission

ENDEAVOR CATALYST IS ENDEAVOR'S INNOVATIVE IMPACT INVESTMENT FUND THAT CO-INVESTS IN ENDEAVOR ENTREPRENEURS THROUGH A RULES-BASED PROCESS. ENDEAVOR CATALYST OFFERS A UNIQUE OPPORTUNITY FOR ENDEAVOR TO BECOME FINANCIALLY SELF-SUSTAINING BY INVESTING IN THE VERY ENTREPRENEURS IT SUPPORTS.INVESTMENTS IN ENDEAVOR ENTREPRENEURS FUEL THE GROWTH OF HIGH-IMPACT COMPANIES, CREATING NEW JOBS, DRIVING REVENUES, AND FOSTERING ECONOMIC GROWTH IN THE PLACES THAT NEED IT MOST. PROCEEDS FROM ENDEAVOR CATALYST PROVIDE RETURNS TO INVESTORS WHILE FACILITATING ENDEAVOR'S EXPANSION INTO NEW MARKETS AND FUNDING THE DEVELOPMENT OF CRITICAL INFRASTRUCTURE TO SUPPORT GROWING OPERATIONS.

Activities or mission (Part I)

TO SUSTAIN ENDEAVOR'S LONG-TERM OPERATIONS IN A MISSION-ALIGNED WAY. (SEE SCHEDULE O)AN INNOVATIVE CO-INVESTMENT VEHICLE DESIGNED TO SUPPORT ENDEAVOR ENTREPRENEURS WITH EQUITY FINANCING ROUNDS & CONTRIBUTE TO THE LONG-TERM SUSTAINABILITY OF ENDEAVOR.

  • SEE SCHEDULE OINVESTMENTS IN ENDEAVOR ENTREPRENEURS: ENDEAVOR CATALYST IS ENDEAVOR'S INNOVATIVE IMPACT INVESTMENT FUND THAT CO-INVESTS IN ENDEAVOR ENTREPRENEURS THROUGH A NEUTRAL, RULES-BASED PROCESS. ENDEAVOR CATALYST OFFERS A UNIQUE OPPORTUNITY FOR ENDEAVOR TO BECOME FINANCIALLY SELF-SUSTAINING BY INVESTING IN THE VERY ENTREPRENEURS IT SUPPORTS. WITH OVER 380 INVESTMENTS MADE ACROSS 40 MARKETS AS OF 12/31/2024, ENDEAVOR CATALYST HAS QUICKLY BECOME ONE OF THE MOST ACTIVE GLOBAL INVESTMENT FUNDS. ENDEAVOR CATALYST FUNDS I THROUGH IV HAVE HAD OVER 10 LIQUIDITY EVENTS THROUGHOUT 2024.ENDEAVOR CATALYST'S RULES-DRIVEN APPROACH GUARANTEES SIGNIFICANT PORTFOLIO DIVERSIFICATION IN TERMS OF SECTOR, GEOGRAPHY, AND STAGE. THE 514+ ENTREPRENEURS BEHIND OUR PORTFOLIO COMPANIES HAVE SUCCEEDED IN RAISING GLOBAL CAPITAL TO HELP THEIR COMPANIES SCALE, AND ENDEAVOR CATALYST OFTEN SERVES AS AN ADDITIONAL "SEAL OF APPROVAL."

    Expenses $3,151,126 · Grants $2,218,714

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Linda Rottenberg

    CEO & CO-FOUNDER

    Total calculated
    $2,050,272
    From this org
    $0
    From related orgs
    $1,964,033
    Other
    $86,239
    Hours/week
    6 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $761,500 related
    Bonus
    $0 + $1,202,533 related
    Other
    $0
    Deferred
    $0 + $28,750 related
    Nontaxable benefits
    $0 + $57,489 related
    Filer's total
    $0 + $2,050,272 related

  • Allen Taylor

    MANAGING DIRECTOR

    Total calculated
    $958,452
    From this org
    $0
    From related orgs
    $919,232
    Other
    $39,220
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,875 related
    Bonus
    $0 + $463,357 related
    Other
    $0
    Deferred
    $0 + $23,125 related
    Nontaxable benefits
    $0 + $16,095 related
    Filer's total
    $0 + $958,452 related

  • Jaclyn Carmel

    MANAGING DIRECTOR

    Total calculated
    $350,336
    From this org
    $0
    From related orgs
    $306,250
    Other
    $44,086
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,000 related
    Bonus
    $0 + $56,250 related
    Other
    $0
    Deferred
    $0 + $15,312 related
    Nontaxable benefits
    $0 + $28,774 related
    Filer's total
    $0 + $350,336 related

  • Margarita Chavez

    CHIEF FINANCIAL OFFICER

    Total calculated
    $619,775
    From this org
    $0
    From related orgs
    $565,360
    Other
    $54,415
    Hours/week
    11 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,950 related
    Bonus
    $0 + $232,410 related
    Other
    $0
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $37,165 related
    Filer's total
    $0 + $619,775 related

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

None.

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

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART II:
THE INDIVIDUALS REPORTED IN ENDEAVOR CATALYST INC.'S FORM 990 RECEIVED THEIR COMPENSATION FROM ITS PARENT ORGANIZATION, ENDEAVOR GLOBAL INC. WHILE EACH INDIVIDUAL RECEIVES THEIR W-2 FROM ENDEAVOR GLOBAL INC., A PORTION OF CERTAIN INDIVIDUAL'S COMPENSATION IS ALLOCATED TO ENDEAVOR CATALYST, INC. BASED ON SERVICES RENDERED TO THAT ORGANIZATION. IN THE INTEREST OF CLARITY, ENDEAVOR CATALYST, INC. IS DISCLOSING THE FOLLOWING SALARY AND BENEFITS AMOUNTS AS HAVING BEEN REIMBURSED BY ENDEAVOR CATALYST TO ENDEAVOR GLOBAL, INC. SALARY BENEFITS LINDA ROTTENBERG $245,504 $10,780 MARGARITA CHAVEZ $141,340 $13,604 ALLEN TAYLOR $114,904 $4,903 JACLYN CARMEL $8,881 $1,279 THESE AMOUNTS HAVE BEEN REPORTED IN FORM 990, PART IX, LINE 5 TO REPRESENT CATALYST'S ALLOCABLE SHARE OF OFFICER COMPENSATION PAID BY ENDEAVOR GLOBAL, INC.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • ENDEAVOR CATALYST GP LLC

    GP FOR ENDEAVOR CATALYST I LP & ENDEAVOR CATALYST IDB SIDE CAR, LP · DE · income $384,722 · assets $840,799

    Directly controlled by CATALYST INC

  • ENDEAVOR CATALYST GP II LLC

    GP FOR ENDEAVOR CATALYST II LP & ENDEAVOR CATALYST II-A LP · DE · income $36,736 · assets $0

    Directly controlled by CATALYST INC

  • ENDEAVOR CATALYST GP III LLC

    GP FOR ENDEAVOR CATALYST III, LP · DE · income $838,887 · assets $0

    Directly controlled by CATALYST INC

  • ENDEAVOR CATALYST GP IV LLC

    GP FOR ENDEAVOR CATALYST IV, LP · DE · income $0 · assets $0

    Directly controlled by CATALYST INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ENDEAVOR CATALYST I LP

    EXCLUDED · INVEST IN ENDEAVOR ENTREPRENEURS · DE · 20.19% owned · share of income -$110,956 · share of assets $1,980,672 · general or managing partner

    Directly controlled by CATALYST GP LLC

  • ENDEAVOR CATALYST IDB SIDE CAR LP

    EXCLUDED · INVEST IN ENDEAVOR ENTREPRENEURS · DE · 1.59% owned · share of income $25,870 · share of assets $109,950 · general or managing partner

    Directly controlled by CATALYST GP LLC

  • ENDEAVOR CATALYST II LP

    EXCLUDED · INVEST IN ENDEAVOR ENTREPRENEURS · DE · 13.92% owned · share of income -$392,533 · share of assets $8,143,503 · general or managing partner

    Directly controlled by CATALYST GP II

  • ENDEAVOR CATALYST II-A LP

    EXCLUDED · INVEST IN ENDEAVOR ENTREPRENEURS · DE · 8.45% owned · share of income -$6,853 · share of assets $161,351 · general or managing partner

    Directly controlled by CATALYST GP II

  • ENDEAVOR CATALYST III LP

    EXCLUDED · INVEST IN ENDEAVOR ENTREPRENEURS · DE · 8.57% owned · share of income $770,630 · share of assets $9,218,497 · general or managing partner

    Directly controlled by CATALYST GP III

  • ENDEAVOR CATALYST IV LP

    EXCLUDED · INVEST IN ENDEAVOR ENTREPRENEURS · DE · 3.43% owned · share of income -$111,652 · share of assets $6,981,266 · general or managing partner

    Directly controlled by CATALYST GP IV

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503189349310615

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