Totals
- Total revenue
- $6,510,399
- Total expenses
- $7,230,534
- Contributions and grants received
- $3,405,762
- Grants paid
- $0
- Program services expenses (Part IX)
- $5,470,640
- Management and general expenses
- $1,320,507
- Fundraising expenses
- $439,387
- Program service expenses (Part III)
- $5,470,640
Program services were 75.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID GORDON
CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
CHUCK KISSNER
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
JOHN COUCH
TREASURER
- Total calculated
- $0
- Hours/week
- 8
-
ELLEN TURBOW
SECRETARY
- Total calculated
- $0
- Hours/week
- 8
-
DONALD BARR
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
ANDREW CHANG
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
MICHAEL COUCH
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
MEENA ELLIOTT
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
BILL FRIEDMAN
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
JUDY KLEINBERG
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
JULIE LAU
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
DIANE MORRIS
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
MARGO OGUS
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
LARS OSTERBERG MD
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
STEVE PLAYER
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
MIKE RANTZ
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
ALLEAN RICHTER
DIRECTOR AT LARGE (THRU 2/1/24)
- Total calculated
- $0
- Hours/week
- 2
-
RICK STERN
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
CARL THOMSEN
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
HSIEN-CHUNG WOO
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
AMY YOTOPOULOS
PRESIDENT/CEO (THRU 5/23/24)
- Total calculated
- $245,246
- From this org
- $237,600
- From related orgs
- $0
- Other
- $7,646
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,600
- Bonus
- $0
- Other
- $0
- Deferred
- $7,128
- Nontaxable benefits
- $518
- Filer's total
- $245,246
-
MAUREEN BREEN
CFO/VICE PRESIDENT, FINANCE & ADMIN
- Total calculated
- $191,727
- From this org
- $173,654
- From related orgs
- $0
- Other
- $18,073
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,654
- Bonus
- $0
- Other
- $0
- Deferred
- $5,366
- Nontaxable benefits
- $12,707
- Filer's total
- $191,727
-
KRISTINA LUGO
VP, PROGRAMS/CEO (STARTING 5/1/24)
- Total calculated
- $179,500
- From this org
- $173,104
- From related orgs
- $0
- Other
- $6,396
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,104
- Bonus
- $0
- Other
- $0
- Deferred
- $5,193
- Nontaxable benefits
- $1,203
- Filer's total
- $179,500
-
TRACY MCCLOUD
PROGRAM MANAGER
- Total calculated
- $165,803
- From this org
- $150,778
- From related orgs
- $0
- Other
- $15,025
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,778
- Bonus
- $20,000
- Other
- $0
- Deferred
- $3,945
- Nontaxable benefits
- $11,080
- Filer's total
- $165,803
-
JENNIFER LUO
CONTROLLER
- Total calculated
- $137,420
- From this org
- $121,715
- From related orgs
- $0
- Other
- $15,705
- Hours/week
- 40
-
JOHN SINK
VICE PRESIDENT, PROGRAMS
- Total calculated
- $133,768
- From this org
- $116,996
- From related orgs
- $0
- Other
- $16,772
- Hours/week
- 26
-
ANGELICA KAMAU
DIRECTOR, HEALTH SERVICES
- Total calculated
- $128,246
- From this org
- $111,430
- From related orgs
- $0
- Other
- $16,816
- Hours/week
- 40
-
NANCY KEEGAN
DIRECTOR, ARKC
- Total calculated
- $119,015
- From this org
- $107,848
- From related orgs
- $0
- Other
- $11,167
- 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 — 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 · 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
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.
-
HOME EQUITY LOAN PROGRAM FOR SENIORS
501(C)(3) · REVERSE MORTGAGES · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541189349301994
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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