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Nonprofiteer
← EPISCOPAL IMPACT FUND

Form 990 for tax year 2025

Filed by EPISCOPAL IMPACT FUND.

Totals

Total revenue
$1,299,745
Total expenses
$1,230,143
Contributions and grants received
$563,891
Grants paid
$565,440
Program service revenue
$387,940
Investment income
$437,476
Other revenue
-$89,562
Total assets, end of year
$7,649,758
Total liabilities, end of year
$134,261
Net assets or fund balances, end of year
$7,515,497
Program services expenses (Part IX)
$787,616
Management and general expenses
$230,417
Fundraising expenses
$212,110
Program service expenses (Part III)
$787,616

Program services were 64.0% 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.

  • 1c · Fundraising events

    $361,008

  • 1d · Related organizations

    $33,195

  • 1f · All other contributions, gifts and grants

    $169,688

  • 1g · Noncash contributions included above

    $60,354

  • 2a · Program service revenue: Management Fees

    total $387,940 · related or exempt $387,940

  • 3 · Investment income

    total $363,053 · excluded $363,053

  • 7a · Gross sales of assets other than inventory

    securities $1,646,233

  • 7b · Less cost or other basis and sales expenses

    securities $1,571,810

  • 7c · Gain or loss

    securities $74,423

  • 7d · Net gain or loss

    total $74,423 · excluded $74,423

  • 8a · Fundraising events: gross income

    $58,975

  • 8a · Fundraising events: contributions included on line 1c

    $361,008

  • 8b · Fundraising events: direct expenses

    $148,537

  • 8c · Net income from fundraising events

    total -$89,562 · excluded -$89,562

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $565,440 · program services $565,440

  • 5 · Compensation of officers, directors and key employees

    total $258,127 · program services $154,876 · management and general $51,626 · fundraising $51,625

  • 7 · Other salaries and wages

    total $156,013 · program services $34,619 · management and general $22,234 · fundraising $99,160

  • 8 · Pension plan contributions

    total $12,756 · program services $2,558 · management and general $1,777 · fundraising $8,421

  • 9 · Other employee benefits

    total $6,268 · program services $2,949 · management and general $967 · fundraising $2,352

  • 10 · Payroll taxes

    total $25,766 · program services $11,179 · management and general $4,502 · fundraising $10,085

  • 11c · Fees: accounting

    total $25,301 · management and general $25,301

  • 11f · Fees: investment management

    total $24,512 · management and general $24,512

  • 12 · Advertising and promotion

    total $28,019 · program services $2,089 · management and general $587 · fundraising $25,343

  • 13 · Office expenses

    total $21,344 · program services $4,195 · management and general $3,232 · fundraising $13,917

  • 17 · Travel

    total $934 · program services $929 · fundraising $5

  • 19 · Conferences, conventions and meetings

    total $4,707 · program services $4,338 · management and general $12 · fundraising $357

  • 22 · Depreciation, depletion and amortization

    total $255 · program services $50 · management and general $156 · fundraising $49

  • 23 · Insurance

    total $6,846 · program services $4,130 · management and general $2,004 · fundraising $712

  • 24a · Other expenses: Bad Debt

    total $90,500 · management and general $90,500

  • 24b · Other expenses: Other Operating Expense

    total $2,863 · program services $264 · management and general $2,515 · fundraising $84

  • 24c · Other expenses: Equipment Maintenance

    total $492 · management and general $492

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,405,367 · end of year $1,286,854

  • 3 · Pledges and grants receivable

    beginning of year $603,635 · end of year $284,650

  • 7 · Other notes and loans receivable

    beginning of year $183,333 · end of year $66,673

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,167 · end of year $20,000

  • 10a · Land, buildings and equipment: cost or other basis

    $62,455

  • 10b · Land, buildings and equipment: accumulated depreciation

    $62,455

  • 10c · Land, buildings and equipment, net

    beginning of year $255 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $4,919,660 · end of year $5,709,578

  • 15 · Other assets

    beginning of year $0 · end of year $282,003

  • 17 · Accounts payable and accrued expenses

    beginning of year $84,028 · end of year $134,261

  • 27 · Net assets without donor restrictions

    beginning of year $4,673,066 · end of year $4,872,071

  • 28 · Net assets with donor restrictions

    beginning of year $2,376,323 · end of year $2,643,426

Mission and programs · 2025

Mission

Episcopal Impact Fund has a vision of a Bay Area where all our neighbors have the opportunities and resources they need to thrive.

Activities or mission (Part I)

Grantmaking organization that helps elevate the lives of our Bay Area neighbors experiencing poverty.

  • Episcopal Impact Fund has a vision of a Bay Area where all our neighbors have the opportunities and resources they need to thrive. The Impact Fund has been helping elevate the lives of our Bay Area neighbors experiencing poverty. Today, we continue that work by focusing on safe and secure housing as a first step to breaking the cycle of intergenerational poverty. To achieve our vision, we unite values-driven supporters with the hands-on work of changemaking nonprofits to form a community making an impact throughout the Bay Area.Our Housing Security and Poverty Relief grants supported nonprofit organizations working to tackle the region's affordable housing crisis by reducing barriers to housing and economic stability for families and youth. We also continued to support the churches of the Diocese of California in their Social Ministries.

    Expenses $787,616 · Grants $565,440 · Revenue $387,940

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • The Rt Rev Austin K Rios

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Dr Michelle Myles Chambers

    President

    Total calculated
    $0
    Hours/week
    2

  • Peter Kidder

    Vice President

    Total calculated
    $0
    Hours/week
    2

  • John Hockin

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Aaron Mullen

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Craige Bertero

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Ann Akichika

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Carla Newmeyer Cooper

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Wells Blaxter

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mindy Bush

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Tricia Hayes Christensen

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Don Miller

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jonathan Speed

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Andrew Woeber

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Gregory Ryan

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Christina Alvarez

    Executive Director

    Total calculated
    $258,127
    From this org
    $199,053
    From related orgs
    $0
    Other
    $59,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,053
    Bonus
    $0
    Other
    $0
    Deferred
    $17,915
    Nontaxable benefits
    $41,159
    Filer's total
    $258,127

  • Kieran King

    Communications and Brand Director

    Total calculated
    $140,232
    From this org
    $128,653
    From related orgs
    $0
    Other
    $11,579
    Hours/week
    40

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. 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 · 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

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.

  • The Brotherton Fund

    501(c)(3) · To support CPMC Mission/Bernal Campus & the general health and welfare in SF · CA · controlled entity

    Directly controlled by Episcopal Impact Fund

  • Episcopal Diocese Of California

    501(c)(3) · To serve a diverse community of faith encompassing the greater SF Bay Area. · CA

Provenance

Return type
form_990
Tax year
2025
Filed
17 September 2026
IRS schema version
2025v4.2
Source object
202632609349300643

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

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