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Nonprofiteer
← HEISING-SIMONS ACTION FUND

Form 990 for tax year 2024

Filed by HEISING-SIMONS ACTION FUND.

Totals

Total revenue
$14,731,440
Total expenses
$17,101,156
Contributions and grants received
$14,500,000
Grants paid
$16,200,000
Program services expenses (Part IX)
$16,871,160
Management and general expenses
$229,996
Fundraising expenses
$0
Program service expenses (Part III)
$16,871,160

Program services were 98.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ELIZABETH SIMONS

    CHAIR

    Total calculated
    $0
    Hours/week
    0.6 + 20 related

  • MARK HEISING

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.6 + 5 related

  • CAITLIN HEISING

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.6 + 5 related

  • MATTHEW HEISING

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.6 + 5 related

  • SUSHMA RAMAN

    PRESIDENT & CEO (THRU 7/24/24)

    Total calculated
    $622,367
    From this org
    $22,796
    From related orgs
    $495,351
    Other
    $104,220
    Hours/week
    1.08 + 36.42 related

    Schedule J breakdown matched by us

    Base
    $22,796 + $495,351 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,910 + $64,423 related
    Nontaxable benefits
    $1,091 + $36,796 related
    Filer's total
    $25,797 + $596,570 related

  • JUDY BLUMENSTEIN

    TREASURER (THRU 1/7/24), FINANCE DIR

    Total calculated
    $377,569
    From this org
    $11,961
    From related orgs
    $268,339
    Other
    $97,269
    Hours/week
    1.17 + 36.33 related

    Schedule J breakdown matched by us

    Base
    $11,961 + $268,339 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,435 + $44,565 related
    Nontaxable benefits
    $1,600 + $49,669 related
    Filer's total
    $14,996 + $362,573 related

  • JENNIFER SHIPP

    SEC (THRU 7/8/24), INTERIM CEO/PRES

    Total calculated
    $623,219
    From this org
    $22,330
    From related orgs
    $502,909
    Other
    $97,980
    Hours/week
    1.2 + 36.3 related

    Schedule J breakdown matched by us

    Base
    $22,330 + $502,909 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,598 + $48,349 related
    Nontaxable benefits
    $1,537 + $46,496 related
    Filer's total
    $25,465 + $597,754 related

  • KEVIN LUU

    CHIEF FINANCIAL OFFICER/TREASURER

    Total calculated
    $504,381
    From this org
    $12,348
    From related orgs
    $392,499
    Other
    $99,534
    Hours/week
    1.14 + 36.36 related

    Schedule J breakdown matched by us

    Base
    $12,348 + $392,499 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,403 + $44,598 related
    Nontaxable benefits
    $1,633 + $51,900 related
    Filer's total
    $15,384 + $488,997 related

  • CHELSEY SCAFFIDI

    SECRETARY

    Total calculated
    $326,827
    From this org
    $7,381
    From related orgs
    $234,623
    Other
    $84,823
    Hours/week
    1.14 + 36.36 related

    Schedule J breakdown matched by us

    Base
    $7,381 + $234,623 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,243 + $39,512 related
    Nontaxable benefits
    $1,344 + $42,724 related
    Filer's total
    $9,968 + $316,859 related

  • BARBARA CHOW

    PROGRAM DIRECTOR

    Total calculated
    $529,327
    From this org
    $23,195
    From related orgs
    $409,992
    Other
    $96,140
    Hours/week
    1.72 + 35.78 related

    Schedule J breakdown matched by us

    Base
    $23,195 + $409,992 related
    Bonus
    $0
    Other
    $0
    Deferred
    $2,113 + $43,956 related
    Nontaxable benefits
    $2,296 + $47,775 related
    Filer's total
    $27,604 + $501,723 related

  • ANGIE JUNCK

    PROGRAM DIRECTOR

    Total calculated
    $419,820
    From this org
    $95,631
    From related orgs
    $253,691
    Other
    $70,498
    Hours/week
    7.57 + 29.93 related

    Schedule J breakdown matched by us

    Base
    $95,631 + $253,691 related
    Bonus
    $0
    Other
    $0
    Deferred
    $9,286 + $36,714 related
    Nontaxable benefits
    $4,945 + $19,553 related
    Filer's total
    $109,862 + $309,958 related

  • BRIAN EULE

    COMMUNICATIONS DIRECTOR

    Total calculated
    $334,296
    From this org
    $8,209
    From related orgs
    $260,949
    Other
    $65,138
    Hours/week
    1.14 + 36.36 related

    Schedule J breakdown matched by us

    Base
    $8,209 + $260,949 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,340 + $42,592 related
    Nontaxable benefits
    $647 + $20,559 related
    Filer's total
    $10,196 + $324,100 related

  • CAMELLIA PHAM

    SPECIAL INITIATIVES

    Total calculated
    $319,004
    From this org
    $7,419
    From related orgs
    $235,814
    Other
    $75,771
    Hours/week
    1.14 + 36.36 related

    Schedule J breakdown matched by us

    Base
    $7,419 + $235,814 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,200 + $38,136 related
    Nontaxable benefits
    $1,111 + $35,324 related
    Filer's total
    $9,730 + $309,274 related

  • LAURA WISLAND

    PROGRAM OFFICER

    Total calculated
    $311,691
    From this org
    $6,864
    From related orgs
    $218,177
    Other
    $86,650
    Hours/week
    1.14 + 36.36 related

    Schedule J breakdown matched by us

    Base
    $6,864 + $218,177 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,097 + $34,856 related
    Nontaxable benefits
    $1,546 + $49,151 related
    Filer's total
    $9,507 + $302,184 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 — 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 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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)

PART II:
THE ACTION FUND HAS A RESOURCE SHARING AGREEMENT WITH THE HEISING-SIMONS FOUNDATION, A SECTION 501(C)(3) ORGANIZATION. THE ACTION FUND MUST PAY FAIR MARKET PRICE VALUE FOR ALL SERVICES PROVIDED BY THE FOUNDATION, INCLUDING BUT NOT LIMITED TO STAFF TIME, OFFICE SPACE, COMPUTERS, PAYROLL, BENEFITS, AND BOOKKEEPING.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349321916

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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