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Nonprofiteer
← IMPACTASSETS INC

Form 990 for tax year 2023

Filed by IMPACTASSETS INC.

Totals

Total revenue
$866,540,160
Total expenses
$288,831,658
Contributions and grants received
$811,889,329
Grants paid
$262,237,083
Program services expenses (Part IX)
$273,258,528
Management and general expenses
$12,835,957
Fundraising expenses
$2,737,173
Program service expenses (Part III)
$273,258,528

Program services were 94.6% 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
    $776,582
    From this org
    $359,718
    From related orgs
    $365,026
    Other
    $51,838
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $214,074 + $219,382 related
    Bonus
    $145,644 + $145,644 related
    Other
    $0
    Deferred
    $13,200 + $13,200 related
    Nontaxable benefits
    $25,438
    Filer's total
    $398,356 + $378,226 related

  • TIMOTHY FREUNDLICH

    FOUNDER, ED, STRATEGIC PARTNER

    Total calculated
    $378,088
    From this org
    $350,511
    From related orgs
    $0
    Other
    $27,577
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $325,748
    Bonus
    $24,763
    Other
    $0
    Deferred
    $26,400
    Nontaxable benefits
    $1,177
    Filer's total
    $378,088

  • ALICE LOWENSTEIN

    CHIEF OPERATING OFFICER

    Total calculated
    $360,787
    From this org
    $314,133
    From related orgs
    $0
    Other
    $46,654
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $287,633
    Bonus
    $26,500
    Other
    $0
    Deferred
    $25,548
    Nontaxable benefits
    $21,106
    Filer's total
    $360,787

  • IVY DUKE

    GENERAL COUNSEL

    Total calculated
    $285,909
    From this org
    $249,917
    From related orgs
    $0
    Other
    $35,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,917
    Bonus
    $0
    Other
    $0
    Deferred
    $14,187
    Nontaxable benefits
    $21,805
    Filer's total
    $285,909

  • DEBORAH PARSONS

    MANAGING DIRECTOR, BUSINESS DEVELOPMENT

    Total calculated
    $267,244
    From this org
    $245,716
    From related orgs
    $0
    Other
    $21,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,020
    Bonus
    $17,696
    Other
    $0
    Deferred
    $20,351
    Nontaxable benefits
    $1,177
    Filer's total
    $267,244

  • SURIN RAMKISSOON

    TREASURER & MANAGING DIRECTOR, FINANCE

    Total calculated
    $261,563
    From this org
    $220,882
    From related orgs
    $0
    Other
    $40,681
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,882
    Bonus
    $0
    Other
    $0
    Deferred
    $15,243
    Nontaxable benefits
    $25,438
    Filer's total
    $261,563

  • DANA COTTER

    MANAGING DIRECTOR, IMPACT

    Total calculated
    $237,888
    From this org
    $209,930
    From related orgs
    $0
    Other
    $27,958
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,930
    Bonus
    $14,000
    Other
    $0
    Deferred
    $16,869
    Nontaxable benefits
    $11,089
    Filer's total
    $237,888

  • LIESEL PRITZKER SIMMONS

    CHAIRPERSON

    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
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443189349305024

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.