Totals
- Total revenue
- $1,014,633
- Total expenses
- $1,895,620
- Contributions and grants received
- $766,918
- Grants paid
- $0
- Program service revenue
- $247,715
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $120,042
- Total liabilities, end of year
- $814,981
- Net assets or fund balances, end of year
- -$694,939
- Program services expenses (Part IX)
- $1,655,799
- Management and general expenses
- $216,484
- Fundraising expenses
- $23,337
- Program service expenses (Part III)
- $1,655,799
Program services were 87.3% 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
$766,918
-
2a · Program service revenue: CONTRACT INCOME
total $229,980 · related or exempt $229,980
-
2b · Program service revenue: EDUCATIONAL EVENT
total $17,735 · related or exempt $17,735
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $92,591 · program services $84,053 · management and general $4,269 · fundraising $4,269
-
7 · Other salaries and wages
total $396,563 · program services $385,201 · management and general $4,835 · fundraising $6,527
-
11g · Fees: other
total $1,243,579 · program services $1,081,858 · management and general $150,530 · fundraising $11,191
-
13 · Office expenses
total $26,827 · program services $17,646 · management and general $9,081 · fundraising $100
-
16 · Occupancy
total $8,318 · management and general $8,318
-
17 · Travel
total $65,158 · program services $65,158
-
19 · Conferences, conventions and meetings
total $4,837 · program services $4,837
-
20 · Interest
total $3,719 · management and general $3,719
-
23 · Insurance
total $13,501 · management and general $13,501
-
24a · Other expenses: MISCELLANEOUS
total $18,242 · program services $16,992 · fundraising $1,250
-
24b · Other expenses: SERVICE AND BANK FEES
total $13,763 · program services $54 · management and general $13,709
-
24c · Other expenses: PENALTIES
total $7,822 · management and general $7,822
-
24d · Other expenses: TAXES AND LICENSING FEES
total $700 · management and general $700
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $352,923 · end of year $8,735
-
4 · Accounts receivable
beginning of year $267,596 · end of year $45,500
-
9 · Prepaid expenses and deferred charges
beginning of year $91,201 · end of year $61,476
-
10a · Land, buildings and equipment: cost or other basis
$10,971
-
10b · Land, buildings and equipment: accumulated depreciation
$6,640
-
10c · Land, buildings and equipment, net
beginning of year $2,639 · end of year $4,331
-
17 · Accounts payable and accrued expenses
beginning of year $111,424 · end of year $225,608
-
19 · Deferred revenue
end of year $236,717
-
22 · Loans and payables to officers and key people
beginning of year $30,000 · end of year $30,000
-
23 · Secured mortgages and notes payable
end of year $170,000
-
25 · Other liabilities
beginning of year $150,170 · end of year $152,656
-
27 · Net assets without donor restrictions
beginning of year $336,247 · end of year -$744,939
-
28 · Net assets with donor restrictions
beginning of year $86,518 · end of year $50,000
Mission and programs · 2023
Mission
THE ORGANIZATION'S MISSION IS TO BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING AND INSTITUTIONAL ENGAGEMENT.
-
RESEARCH, CONVENING, AND FIELD-BUILDING FOR SOCIAL IMPACT FINANCE: CRITERION INSTITUTE CONDUCTS RESEARCH, THOUGHT LEADERSHIP, AND FIELD- BUILDING ACTIVITIES THAT ADVANCE THE USE OF FINANCE AS A TOOL FOR SOCIAL CHANGE. THROUGH COLLABORATION WITH INVESTORS, GOVERNMENTS, AND CIVIL SOCIETY, THE ORGANIZATION DEVELOPS AND PROMOTES NEW FRAMEWORKS, NARRATIVES, AND INVESTABLE APPROACHES THAT EXPAND WHOSE PERSPECTIVES ARE INCLUDED IN FINANCIAL DECISION-MAKING AND SUPPORT EFFORTS SUCH AS IMPACT INVESTING AND FINANCING SOLUTIONS TO COMPLEX SOCIAL CHALLENGES.
Expenses $1,655,799 · Revenue $247,715
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joy AndersonJOY ANDERSON
PRESIDENT/EX
- Total calculated
- $124,968
- From this org
- $92,591
- From related orgs
- $0
- Other
- $32,377
- Hours/week
- 40
-
Michaele BirdsallMICHAELE BIRDSALL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Luisamaria Ruiz CarlileLUISAMARIA RUIZ CARLILE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ellen FriedmanELLEN FRIEDMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Catherine GillCATHERINE GILL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James Johnson-PiettJAMES JOHNSON-PIETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michele KahaneMICHELE KAHANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 30 June 2026
- IRS schema version
- 2023v6.0
- Source object
- 202642449349301709
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