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Nonprofiteer
← INSTITUTE FOR MARKET TRANSFORMATION INC

Form 990 for tax year 2023

Filed by INSTITUTE FOR MARKET TRANSFORMATION INC.

Totals

Total revenue
$8,826,978
Total expenses
$6,467,857
Contributions and grants received
$7,308,606
Grants paid
$663,950
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$5,597,261
Management and general expenses
$711,966
Fundraising expenses
$158,630
Program service expenses (Part III)
$5,597,261

Program services were 86.5% 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 CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    2

  • AKSHAI RAO

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • BOMEE JUNG

    BOARD TREASURER

    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

  • TAMARA JONES

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MAUREEN WATERS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DAVID GOLDSTEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LOTTE SCHLEGEL

    EXECUTIVE DIRECTOR

    Total calculated
    $218,298
    From this org
    $191,849
    From related orgs
    $0
    Other
    $26,449
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $191,849
    Bonus
    $0
    Other
    $0
    Deferred
    $5,850
    Nontaxable benefits
    $20,599
    Filer's total
    $218,298

  • ALEX DEWS

    MANAGING DIRECTOR

    Total calculated
    $184,509
    From this org
    $166,633
    From related orgs
    $0
    Other
    $17,876
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $166,633
    Bonus
    $0
    Other
    $0
    Deferred
    $4,999
    Nontaxable benefits
    $12,877
    Filer's total
    $184,509

  • BETSY LAW

    MANAGING DIRECTOR

    Total calculated
    $179,103
    From this org
    $160,286
    From related orgs
    $0
    Other
    $18,817
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $160,286
    Bonus
    $0
    Other
    $0
    Deferred
    $4,860
    Nontaxable benefits
    $13,957
    Filer's total
    $179,103

  • ASHAWNDA FLEMING

    MANAGING DIRECTOR

    Total calculated
    $124,723
    From this org
    $108,734
    From related orgs
    $0
    Other
    $15,989
    Hours/week
    35

  • MARLA THALHEIMER

    SENIOR DIRECTOR

    Total calculated
    $179,673
    From this org
    $144,335
    From related orgs
    $0
    Other
    $35,338
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,335
    Bonus
    $0
    Other
    $0
    Deferred
    $4,479
    Nontaxable benefits
    $30,859
    Filer's total
    $179,673

  • LAUREN JESSICA MILLER

    SENIOR DIRECTOR

    Total calculated
    $149,008
    From this org
    $143,217
    From related orgs
    $0
    Other
    $5,791
    Hours/week
    35

  • CLIFFORD MAJERSIK

    SENIOR ADVISOR

    Total calculated
    $168,969
    From this org
    $138,007
    From related orgs
    $0
    Other
    $30,962
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $138,007
    Bonus
    $0
    Other
    $0
    Deferred
    $4,260
    Nontaxable benefits
    $26,702
    Filer's total
    $168,969

  • AMY BOYCE

    SENIOR DIRECTOR

    Total calculated
    $135,360
    From this org
    $131,417
    From related orgs
    $0
    Other
    $3,943
    Hours/week
    35

  • MICHAEL TOWLER

    DIRECTOR

    Total calculated
    $146,287
    From this org
    $125,520
    From related orgs
    $0
    Other
    $20,767
    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, 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 · 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
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202422769349301407

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