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Nonprofiteer
← INSTITUTE FOR MARKET TRANSFORMATION INC

Form 990 for tax year 2022

Filed by INSTITUTE FOR MARKET TRANSFORMATION INC.

Totals

Total revenue
$4,838,446
Total expenses
$6,285,109
Contributions and grants received
$3,095,658
Grants paid
$432,499
Program services expenses (Part IX)
$5,741,857
Management and general expenses
$456,961
Fundraising expenses
$86,291
Program service expenses (Part III)
$5,741,857

Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADAM HINGE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SANDRA HENRY

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

  • BOMEE JUNG

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • DAVID GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ERIC WALKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CARLTON BROWN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JONATHAN ARNOLD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JULIA GISEWITE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • AKSHAI RAO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MAUREEN WATERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LOTTE SCHLEGEL

    EXECUTIVE DIRECTOR

    Total calculated
    $223,303
    From this org
    $192,160
    From related orgs
    $0
    Other
    $31,143
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $192,160
    Bonus
    $0
    Other
    $0
    Deferred
    $7,200
    Nontaxable benefits
    $23,943
    Filer's total
    $223,303

  • ALEX DEWES

    MANAGING DIR, PROGRAMS

    Total calculated
    $179,257
    From this org
    $154,300
    From related orgs
    $0
    Other
    $24,957
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $154,300
    Bonus
    $0
    Other
    $0
    Deferred
    $12,344
    Nontaxable benefits
    $12,613
    Filer's total
    $179,257

  • BETSY LAW

    MANAGING DIR, OPERATIONS

    Total calculated
    $173,914
    From this org
    $144,151
    From related orgs
    $0
    Other
    $29,763
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,151
    Bonus
    $0
    Other
    $0
    Deferred
    $13,992
    Nontaxable benefits
    $15,771
    Filer's total
    $173,914

  • CLIFFORD MAJERSIK

    SR ADVISOR, POLICY AND PROGRAMS

    Total calculated
    $184,788
    From this org
    $143,964
    From related orgs
    $0
    Other
    $40,824
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $143,964
    Bonus
    $0
    Other
    $0
    Deferred
    $12,492
    Nontaxable benefits
    $28,332
    Filer's total
    $184,788

  • RYAN FREED

    SR DIR, POLICY STRATEGY & ENGAGEMENT

    Total calculated
    $171,602
    From this org
    $139,894
    From related orgs
    $0
    Other
    $31,708
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $139,894
    Bonus
    $0
    Other
    $0
    Deferred
    $9,991
    Nontaxable benefits
    $21,717
    Filer's total
    $171,602

  • LINDSEY FALASCA

    DIR, NET ZERO FED BUILDINGS

    Total calculated
    $142,028
    From this org
    $128,750
    From related orgs
    $0
    Other
    $13,278
    Hours/week
    35

  • MARGARET LO

    DIR, BUSINESS ENGAGEMENT

    Total calculated
    $151,681
    From this org
    $128,658
    From related orgs
    $0
    Other
    $23,023
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $128,658
    Bonus
    $0
    Other
    $0
    Deferred
    $3,909
    Nontaxable benefits
    $19,114
    Filer's total
    $151,681

  • KATHRYN F WEEKS

    MANAGING DIR, COMM & DEV

    Total calculated
    $144,031
    From this org
    $127,086
    From related orgs
    $0
    Other
    $16,945
    Hours/week
    35

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 · 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

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343189349313819

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

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