Totals
- Total revenue
- $62,753,327
- Total expenses
- $58,408,239
- Contributions and grants received
- $25,666,588
- Grants paid
- $12,887,698
- Program services expenses (Part IX)
- $40,719,434
- Management and general expenses
- $15,840,009
- Fundraising expenses
- $1,848,796
- Program service expenses (Part III)
- $40,719,434
Program services were 69.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ELLIS CARR
PRESIDENT & CEO
- Total calculated
- $729,181
- From this org
- $693,114
- From related orgs
- $0
- Other
- $36,067
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $693,114
- Bonus
- $0
- Other
- $0
- Deferred
- $36,067
- Nontaxable benefits
- $0
- Filer's total
- $729,181
-
PEDRO GOITIA
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
OSWALDO ACOSTA
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
JENNIFER SMITH DOLIN
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
L RAY MONCRIEF
DIRECTOR
- Total calculated
- $3,750
- From this org
- $3,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
DAN VARNER
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
RICK BENIITO
DIRECTOR
- Total calculated
- $3,750
- From this org
- $3,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
ERIK CALDWELL
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
ALAINA BEVERLY
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
CASEY FANNON
DIRECTOR
- Total calculated
- $3,750
- From this org
- $3,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
GAIL MARKULIN
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
KURT CHILCOTT
DIRECTOR/CONSULTANT
- Total calculated
- $322,500
- From this org
- $322,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 7 + 7 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $322,500
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $322,500
-
GARY CUNNINGHAM
DIRECTOR
- Total calculated
- $2,500
- From this org
- $2,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
LAUREN TYLER ORION
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
FRANK ROBINSON
DIRECTOR
- Total calculated
- $3,750
- From this org
- $3,750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
TOM TOPUZES
DIRECTOR
- Total calculated
- $5,000
- From this org
- $5,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
GRACE CHIONUMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SHERYL CAMERON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
NATALIE GUNN
CHIEF FINANCIAL OFFICER
- Total calculated
- $428,444
- From this org
- $396,827
- From related orgs
- $0
- Other
- $31,617
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $396,827
- Bonus
- $0
- Other
- $0
- Deferred
- $29,987
- Nontaxable benefits
- $1,630
- Filer's total
- $428,444
-
JARET DINARD INGS
SENIOR DIRECTOR OF FINANCE
- Total calculated
- $307,651
- From this org
- $240,861
- From related orgs
- $0
- Other
- $66,790
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $240,861
- Bonus
- $0
- Other
- $0
- Deferred
- $28,725
- Nontaxable benefits
- $38,065
- Filer's total
- $307,651
-
KIM DORSETT
CHIEF HUMAN RESOURCE OFFIC
- Total calculated
- $351,222
- From this org
- $276,554
- From related orgs
- $0
- Other
- $74,668
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $276,554
- Bonus
- $0
- Other
- $0
- Deferred
- $24,800
- Nontaxable benefits
- $49,868
- Filer's total
- $351,222
-
RAYMOND GUTHRIE
CHIEF INVESTMENT OFFICER
- Total calculated
- $442,011
- From this org
- $372,095
- From related orgs
- $0
- Other
- $69,916
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $372,095
- Bonus
- $0
- Other
- $0
- Deferred
- $26,734
- Nontaxable benefits
- $43,182
- Filer's total
- $442,011
-
BRIAN MCEVOY
GENERAL COUNSEL
- Total calculated
- $393,965
- From this org
- $316,032
- From related orgs
- $0
- Other
- $77,933
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $316,032
- Bonus
- $0
- Other
- $0
- Deferred
- $28,065
- Nontaxable benefits
- $49,868
- Filer's total
- $393,965
-
KARLA GILL
CHIEF TECHNOLOGY OFFICER
- Total calculated
- $117,668
- From this org
- $109,321
- From related orgs
- $0
- Other
- $8,347
- Hours/week
- 20 + 20 related
-
MATTHEW WEHLAND
CHIEF OPERATING OFFICER
- Total calculated
- $288,507
- From this org
- $247,773
- From related orgs
- $0
- Other
- $40,734
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $247,773
- Bonus
- $0
- Other
- $0
- Deferred
- $24,299
- Nontaxable benefits
- $16,435
- Filer's total
- $288,507
-
ROBERT VILLARREAL
CHIEF EXTERNAL AFFAIRS OFFICER
- Total calculated
- $304,835
- From this org
- $0
- From related orgs
- $279,517
- Other
- $25,318
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $264,937 related
- Bonus
- $0 + $14,580 related
- Other
- $0
- Deferred
- $0 + $17,000 related
- Nontaxable benefits
- $0 + $8,318 related
- Filer's total
- $0 + $304,835 related
-
SCOTT BERMAN
SENIOR DIRECTOR, EXTERNAL AFFAIRS
- Total calculated
- $283,620
- From this org
- $240,029
- From related orgs
- $0
- Other
- $43,591
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,029
- Bonus
- $0
- Other
- $0
- Deferred
- $27,156
- Nontaxable benefits
- $16,435
- Filer's total
- $283,620
-
LISA GRAMMER
CONTROLLER
- Total calculated
- $301,927
- From this org
- $224,727
- From related orgs
- $0
- Other
- $77,200
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,727
- Bonus
- $0
- Other
- $0
- Deferred
- $27,332
- Nontaxable benefits
- $49,868
- Filer's total
- $301,927
-
TED SILVA
SENIOR DIRECTOR, LEGAL SERVICES
- Total calculated
- $266,674
- From this org
- $193,690
- From related orgs
- $0
- Other
- $72,984
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,690
- Bonus
- $0
- Other
- $0
- Deferred
- $23,496
- Nontaxable benefits
- $49,488
- Filer's total
- $266,674
-
LAUREN COUNTS
SENIOR DIRECTOR, HEAD OF N
- Total calculated
- $253,470
- From this org
- $231,181
- From related orgs
- $0
- Other
- $22,289
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,181
- Bonus
- $0
- Other
- $0
- Deferred
- $22,000
- Nontaxable benefits
- $289
- Filer's total
- $253,470
-
JASON ANDERSON
SENIOR DIRECTOR, MARKETING
- Total calculated
- $283,158
- From this org
- $226,862
- From related orgs
- $0
- Other
- $56,296
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,862
- Bonus
- $0
- Other
- $0
- Deferred
- $25,486
- Nontaxable benefits
- $30,810
- Filer's total
- $283,158
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 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
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
-
TO WIDEN CREDIT ACCESS TO BIPOC OWNED BUSINESSES THROUGH ALTERNATIVE LENDING
-
$690,000
FOR CAPACITY BUILDING AND BUSINESS GROWTH
-
$619,000
TO SUPPORT OPERATING COSTS RELATED TO THE GROWING DIVERSE HOUSING DEVELOPERS PROGRAM
-
$619,000
TO SUPPORT OPERATING COSTS RELATED TO THE GROWING DIVERSE HOUSING DEVELOPERS PROGRAM
-
$500,000
FOR CAPACITY BUILDING AND BUSINESS GROWTH
-
FOR CAPACITY BUILDING AND BUSINESS GROWTH
-
THE NEIGHBORHOOD DEVELOPMENT COMPANY
$500,000
FOR CAPACITY BUILDING AND BUSINESS GROWTH
-
$400,000
FOR CAPACITY BUILDING AND BUSINESS GROWTH
-
$277,778
FOR CAPACITY BUILDING AND BUSINESS GROWTH
-
$277,778
FOR CAPACITY BUILDING AND BUSINESS GROWTH
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.
-
CDC SMALL BUSINESS FINANCE CORP
501 (C)(3) · LENDING · CA
-
SAN DIEGO REGION SMALL BUSINESS DEVELOPMENT
501 (C)(3) · PROVIDE ECONOMIC DEVELOPMENT TO SMALL BUSINESSES IN SAN DIEGO · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 23 September 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332789349301568
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.