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Nonprofiteer
← IMPACTASSETS INC

Form 990 for tax year 2022

Filed by IMPACTASSETS INC.

Totals

Total revenue
$382,327,423
Total expenses
$243,930,414
Contributions and grants received
$361,200,698
Grants paid
$223,135,425
Program services expenses (Part IX)
$233,789,507
Management and general expenses
$8,568,554
Fundraising expenses
$1,572,353
Program service expenses (Part III)
$233,789,507

Program services were 95.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARGRET TRILLI

    CEO & CIO

    Total calculated
    $553,059
    From this org
    $270,401
    From related orgs
    $258,165
    Other
    $24,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,401 + $204,165 related
    Bonus
    $54,000 + $54,000 related
    Other
    $0
    Deferred
    $12,200 + $12,200 related
    Nontaxable benefits
    $93
    Filer's total
    $282,694 + $270,365 related

  • TIMOTHY FREUNDLICH

    FOUNDER, ED, STRATEGIC PARTNER

    Total calculated
    $359,620
    From this org
    $334,920
    From related orgs
    $0
    Other
    $24,700
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $314,839
    Bonus
    $20,081
    Other
    $0
    Deferred
    $24,400
    Nontaxable benefits
    $300
    Filer's total
    $359,620

  • AMY BENNETT

    CHIEF MARKETING OFFICER

    Total calculated
    $269,649
    From this org
    $240,309
    From related orgs
    $0
    Other
    $29,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,671
    Bonus
    $14,638
    Other
    $0
    Deferred
    $19,534
    Nontaxable benefits
    $9,806
    Filer's total
    $269,649

  • DEBORAH PARSONS

    MANAGING DIRECTOR, BUSINESS DEVELOPMENT

    Total calculated
    $255,092
    From this org
    $234,617
    From related orgs
    $0
    Other
    $20,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,267
    Bonus
    $14,350
    Other
    $0
    Deferred
    $19,435
    Nontaxable benefits
    $1,040
    Filer's total
    $255,092

  • GABE DICLERICO

    CFO (TO JUL '22)

    Total calculated
    $211,839
    From this org
    $186,134
    From related orgs
    $0
    Other
    $25,705
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $186,134
    Bonus
    $0
    Other
    $0
    Deferred
    $10,970
    Nontaxable benefits
    $14,735
    Filer's total
    $211,839

  • DANA COTTER

    MANAGING DIRECTOR, IMPACT

    Total calculated
    $204,400
    From this org
    $183,716
    From related orgs
    $0
    Other
    $20,684
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,566
    Bonus
    $10,150
    Other
    $0
    Deferred
    $14,772
    Nontaxable benefits
    $5,912
    Filer's total
    $204,400

  • ERIC MEISSNER

    DIRECTOR, INVESTMENT SERVICES

    Total calculated
    $191,218
    From this org
    $177,194
    From related orgs
    $0
    Other
    $14,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,904
    Bonus
    $10,290
    Other
    $0
    Deferred
    $13,931
    Nontaxable benefits
    $93
    Filer's total
    $191,218

  • LIESEL PRITZKER SIMMONS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • KARL KLEISSNER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RON CORDES

    SECRETARY & DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAUREN BOOKER ALLEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LIESBET PEETERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GERHARD PRIES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONALD WAYNE SILBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL SKAFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM WRIGHT-VIOLICH

    DIRECTOR

    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 — 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 · Form 990 of other organizations
  • 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)

FORM 990, PART VII & SCHEDULE J, PART II:
THE ORGANIZATION'S STAFF LIVE AND WORK IN VARIOUS LOCALITIES THROUGHOUT THE COUNTRY. COMPENSATION PAID IS DETERMINED ON THE BASIS OF A DATA-DRIVEN APPROACH, BASED IN PART ON COST OF LIVING IN EACH EMPLOYEE'S BASE LOCATION.

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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349308098

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.