Totals
- Total revenue
- $4,815,024
- Total expenses
- $4,325,307
- Contributions and grants received
- $4,638,005
- Grants paid
- $0
- Program services expenses (Part IX)
- $3,585,375
- Management and general expenses
- $739,932
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,585,375
Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MATTHEW DALIO
BOARD PRESIDENT & DIRECTOR
- Total calculated
- $0
- Hours/week
- 1.5 + 3 related
-
DENNIS BARTELS
TREASURER, SECRETARY & DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GRETCHEN WAGNER
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
ROBERT MCQUEEN
CHIEF EXECUTIVE OFFICER
- Total calculated
- $287,280
- From this org
- $0
- From related orgs
- $268,366
- Other
- $18,914
- Hours/week
- 40 + 0.25 related
Schedule J breakdown matched by us
- Base
- $0 + $266,300 related
- Bonus
- $0 + $2,066 related
- Other
- $0
- Deferred
- $0 + $14,197 related
- Nontaxable benefits
- $0 + $4,717 related
- Filer's total
- $0 + $287,280 related
-
MAURICIO AREVALO
CHIEF COMMERCIAL OFFICER
- Total calculated
- $295,038
- From this org
- $252,780
- From related orgs
- $0
- Other
- $42,258
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $204,901
- Bonus
- $36,923
- Other
- $10,956
- Deferred
- $15,316
- Nontaxable benefits
- $26,942
- Filer's total
- $295,038
-
DANIEL NICHOLSON
SENIOR SOFTWARE ENGINEER
- Total calculated
- $223,033
- From this org
- $185,495
- From related orgs
- $0
- Other
- $37,538
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $184,240
- Bonus
- $1,255
- Other
- $0
- Deferred
- $11,919
- Nontaxable benefits
- $25,619
- Filer's total
- $223,033
-
STEPHEN REID
VICE PRESIDENT OF LEARNING
- Total calculated
- $206,313
- From this org
- $0
- From related orgs
- $193,931
- Other
- $12,382
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $192,807 related
- Bonus
- $0 + $1,124 related
- Other
- $0
- Deferred
- $0 + $10,624 related
- Nontaxable benefits
- $0 + $1,758 related
- Filer's total
- $0 + $206,313 related
-
IVANNA COLE
DIRECTOR OF FINANCE
- Total calculated
- $190,199
- From this org
- $154,574
- From related orgs
- $0
- Other
- $35,625
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $153,395
- Bonus
- $1,179
- Other
- $0
- Deferred
- $9,660
- Nontaxable benefits
- $25,965
- Filer's total
- $190,199
-
WILLIAM THOMPSON
DIRECTOR OF PLATFORM
- Total calculated
- $160,405
- From this org
- $0
- From related orgs
- $147,957
- Other
- $12,448
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $146,028 related
- Bonus
- $0 + $1,929 related
- Other
- $0
- Deferred
- $0 + $8,773 related
- Nontaxable benefits
- $0 + $3,675 related
- Filer's total
- $0 + $160,405 related
-
CASSIDY JAMES BLAEDE
PARTNER SUCCESS ENGINEER
- Total calculated
- $173,847
- From this org
- $138,571
- From related orgs
- $0
- Other
- $35,276
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,354
- Bonus
- $1,217
- Other
- $0
- Deferred
- $8,621
- Nontaxable benefits
- $26,655
- Filer's total
- $173,847
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 survey or study
- 3 · Approval by the board or compensation committee
- 5a · Pay contingent on this organization's revenues
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 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 I, LINE 5
- MAURICIO AREVALO'S BONUS WAS BASED ON THE NUMBER OF LAPTOPS SOLD DURING FISCAL YEAR 2025. THE PAYOUT HAS NOT BEEN MADE FOR THE FISCAL YEAR.
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.
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.
-
501(C)(4) · SOCIAL WELFARE · DE
Directly controlled by DALIO FOUNDATION INC
-
BEIJING DALIO PUBLIC WELFARE FOUNDATION
GRANTMAKING · CH
-
OCEANOGRAPHIC RESEARCH & EXPLORATION FDN (& CONTROLLED ENT)
501(C)(4) · OCEAN RESEARCH AND EXPLORATION · DE
Directly controlled by DALIO FAMILY FUND INC
-
501(C)(3) · OCEAN CONSERVATION EDUCATION · DE
Directly controlled by OCEANOGRAPHIC RESEARCH & EXPLORATION FDN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600449349302110
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.