- Revenue 2024
- $15,025,410
- Expenses 2024
- $15,018,843
Program services were 93.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P51
- Classification
- 2000
- Street
- 5750 MAJOR BLVD STE 300
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
PATRICIA WEXLER
BOARD CHAIR
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
CAREY TARBELL
TRUSTEE
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
JEFF TASSEY
TRUSTEE
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
MONIKA WILCZAK
TRUSTEE
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
BHAVESH VADHANI
TRUSTEE UNTIL FEBRUARY
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
ROBERT RUIZ
TRUSTEE
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 1 related
-
KRISTEN SOLES
TRUSTEE UNTIL SEPTEMBER
- Total calculated
- $700
- From this org
- $700
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
ROBERT GALL
TRUSTEE UNTIL FEBRUARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SUSANNA KONDRACKI
TRUSTEE
- Total calculated
- $811
- From this org
- $811
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
DAVID SANCHEZ SR VP CUST
EXP. & BUSINESS STRAT. AS OF OCT.
- Total calculated
- $59,293
- From this org
- $58,530
- From related orgs
- $0
- Other
- $763
- Hours/week
- 45
-
SHAWN WALSH
VP OF RELATIONSHIP UNTIL AUGUST
- Total calculated
- $166,496
- From this org
- $0
- From related orgs
- $147,640
- Other
- $18,856
- Hours/week
- 32 + 14 related
Schedule J breakdown matched by us
- Base
- $0 + $80,177 related
- Bonus
- $0
- Other
- $0 + $67,463 related
- Deferred
- $0 + $4,615 related
- Nontaxable benefits
- $0 + $14,241 related
- Filer's total
- $0 + $166,496 related
-
MICHAEL C LEON BOARD SEC
AND VP OF OPERATIONS UNTIL JUNE
- Total calculated
- $194,721
- From this org
- $184,601
- From related orgs
- $0
- Other
- $10,120
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $126,792
- Bonus
- $0
- Other
- $57,809
- Deferred
- $4,777
- Nontaxable benefits
- $5,343
- Filer's total
- $194,721
-
LORETTA RONEY
PRESIDENT & CEO
- Total calculated
- $414,755
- From this org
- $388,723
- From related orgs
- $0
- Other
- $26,032
- Hours/week
- 49 + 2 related
Schedule J breakdown matched by us
- Base
- $347,723
- Bonus
- $35,000
- Other
- $6,000
- Deferred
- $15,481
- Nontaxable benefits
- $10,551
- Filer's total
- $414,755
-
SEIJI SHIRAISHI TREAS SEC
AS OF AUG., DIR. OF ACCTG. & FINANCE
- Total calculated
- $204,943
- From this org
- $0
- From related orgs
- $174,751
- Other
- $30,192
- Hours/week
- 45 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $161,251 related
- Bonus
- $0 + $7,500 related
- Other
- $0 + $6,000 related
- Deferred
- $0 + $8,750 related
- Nontaxable benefits
- $0 + $21,442 related
- Filer's total
- $0 + $204,943 related
-
MIRIAN NACCARATTO
DIR. OF HUMAN RESOURCES
- Total calculated
- $174,486
- From this org
- $0
- From related orgs
- $168,394
- Other
- $6,092
- Hours/week
- 41 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $154,894 related
- Bonus
- $0 + $7,500 related
- Other
- $0 + $6,000 related
- Deferred
- $0 + $3,219 related
- Nontaxable benefits
- $0 + $2,873 related
- Filer's total
- $0 + $174,486 related
-
KAREN CARLSON INFORMATION MGMT
EDUCATION & DIGITAL MARKETING
- Total calculated
- $227,026
- From this org
- $0
- From related orgs
- $197,878
- Other
- $29,148
- Hours/week
- 36 + 9 related
Schedule J breakdown matched by us
- Base
- $0 + $171,878 related
- Bonus
- $0 + $20,000 related
- Other
- $0 + $6,000 related
- Deferred
- $0 + $7,769 related
- Nontaxable benefits
- $0 + $21,379 related
- Filer's total
- $0 + $227,026 related
-
AHMED MOYEEN
SOFTWARE ENGINEER SENIOR
- Total calculated
- $138,120
- From this org
- $0
- From related orgs
- $123,012
- Other
- $15,108
- Hours/week
- 45 + 1 related
-
BILLY SEXTON
DIRECTOR OF IT INFRASTRUCTURE
- Total calculated
- $166,691
- From this org
- $0
- From related orgs
- $149,443
- Other
- $17,248
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $0 + $148,443 related
- Bonus
- $0 + $1,000 related
- Other
- $0
- Deferred
- $0 + $7,543 related
- Nontaxable benefits
- $0 + $9,705 related
- Filer's total
- $0 + $166,691 related
-
SHERANA BAKHSH
PMO/QUALITY ASSURANCE MANAGER
- Total calculated
- $124,279
- From this org
- $0
- From related orgs
- $116,181
- Other
- $8,098
- Hours/week
- 45 + 1 related
-
NIDIA MERCADO DIR OF
INDUSTRY RELATIONS & CUST. SUPPORT
- Total calculated
- $138,915
- From this org
- $116,873
- From related orgs
- $0
- Other
- $22,042
- Hours/week
- 45
-
SASAN SALEH NASSAB
DIRECTOR OF QUALITY AND COMPLIANCE
- Total calculated
- $187,639
- From this org
- $158,478
- From related orgs
- $0
- Other
- $29,161
- Hours/week
- 32 + 14 related
Schedule J breakdown matched by us
- Base
- $144,978
- Bonus
- $7,500
- Other
- $6,000
- Deferred
- $7,750
- Nontaxable benefits
- $21,411
- Filer's total
- $187,639
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $15,025,410
- Expenses
- $15,018,843
- Contributions
- $5,390,140
- Grants paid
- $293
-
2023
- Revenue
- $14,313,613
- Expenses
- $15,787,525
- Contributions
- $5,389,522
- Grants paid
- $0
-
2022
- Revenue
- $13,703,408
- Expenses
- $15,004,473
- Contributions
- $5,036,784
- Grants paid
- $12,005
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
-
2022 IN SUPPORT OF FAIR FEE ADVOCACY PROJECT
Grants received
-
2023 SUPPORT FOR HOUSING, CREDIT AND OTHER FINANCIAL COUNSELING
-
2024 SUPPORT FOR HOUSING, CREDIT AND OTHER FINANCIAL COUNSELING
-
2022 SUPPORT FOR HOUSING, CREDIT AND OTHER FINANCIAL COUNSELING
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
INCHARGE EDUCATION FOUNDATION INC
501(C)(3) · DEVELOP FINANCIAL EDUCATIONAL MATERIALS AND RESOURCES; IT SUPPORT · DE
Declared as related by
-
INCHARGE EDUCATION FOUNDATION INC
On its 2024 return
-
INCHARGE INSTITUTE OF AMERICA INC
On its 2023 return
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 10 September 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.