- Revenue 2024
- $46,387,713
- Expenses 2024
- $34,228,367
Program services were 77.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- Q123
- Classification
- 1000
- Street
- 40 WORTH ST RM 303
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.
-
JACQUELINE NOVOGRATZ
CEO & DIRECTOR
- Total calculated
- $432,513
- From this org
- $393,218
- From related orgs
- $0
- Other
- $39,295
- Hours/week
- 39.5 + 0.5 related
Schedule J breakdown matched by us
- Base
- $352,968
- Bonus
- $40,250
- Other
- $0
- Deferred
- $10,350
- Nontaxable benefits
- $28,945
- Filer's total
- $432,513
-
MARGO ALEXANDER
DIRECTOR (THRU 3/31/24)
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN CHEW WAI LIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW COUREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
C HUNTER BOLL
DIRECTOR (THRU 3/31/24)
- Total calculated
- $0
- Hours/week
- 1
-
NATE LAURELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CRISTINA LJUNGBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KIRSTEN NEVILL-MANNING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KAREN PATERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THULASIRAJ RAVILLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREA SOROS COLOMBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HANS TAPARIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JUAN CARLOS MORA URIBE
DIRECTOR (FROM 10/2/24)
- Total calculated
- $0
- Hours/week
- 1
-
NATE LAURELL
BOARD CHAIR (FROM 4/1/24)
- Total calculated
- $0
- Hours/week
- 1
-
SHAIZA RIZAVI
BOARD CHAIR (THRU 03/31/24)
- Total calculated
- $0
- Hours/week
- 1
-
CARLYLE SINGER JONES
PRESIDENT
- Total calculated
- $374,178
- From this org
- $352,317
- From related orgs
- $0
- Other
- $21,861
- Hours/week
- 39.5 + 0.5 related
Schedule J breakdown matched by us
- Base
- $316,697
- Bonus
- $35,620
- Other
- $0
- Deferred
- $10,350
- Nontaxable benefits
- $11,511
- Filer's total
- $374,178
-
LYNN ROLAND
BOARD SECRETARY/GENERAL COUNSEL
- Total calculated
- $336,668
- From this org
- $284,047
- From related orgs
- $0
- Other
- $52,621
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $252,782
- Bonus
- $31,265
- Other
- $0
- Deferred
- $8,888
- Nontaxable benefits
- $43,733
- Filer's total
- $336,668
-
JACQUELINE WOO
CFO (THRU 8/9/24)
- Total calculated
- $228,004
- From this org
- $194,146
- From related orgs
- $0
- Other
- $33,858
- Hours/week
- 39.5 + 0.5 related
Schedule J breakdown matched by us
- Base
- $167,857
- Bonus
- $26,289
- Other
- $0
- Deferred
- $6,038
- Nontaxable benefits
- $27,820
- Filer's total
- $228,004
-
YASMINA ZAIDMAN
CHIEF OF DEVELOPMENT & PARTNERSHIPS
- Total calculated
- $334,170
- From this org
- $282,481
- From related orgs
- $0
- Other
- $51,689
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $253,614
- Bonus
- $28,867
- Other
- $0
- Deferred
- $8,816
- Nontaxable benefits
- $42,873
- Filer's total
- $334,170
-
CATHERINE C NANDA
DIRECTOR, ACUMEN AMERICA
- Total calculated
- $287,497
- From this org
- $251,547
- From related orgs
- $0
- Other
- $35,950
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $238,047
- Bonus
- $13,500
- Other
- $0
- Deferred
- $7,905
- Nontaxable benefits
- $28,045
- Filer's total
- $287,497
-
KATHERINE PARKER
CHIEF OF ACADEMY
- Total calculated
- $278,429
- From this org
- $269,689
- From related orgs
- $0
- Other
- $8,740
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,539
- Bonus
- $29,150
- Other
- $0
- Deferred
- $8,270
- Nontaxable benefits
- $470
- Filer's total
- $278,429
-
JIWOO CHOI
CHIEF OF STRATEGIC INITIATIVES
- Total calculated
- $268,643
- From this org
- $247,230
- From related orgs
- $0
- Other
- $21,413
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $247,230
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $21,413
- Filer's total
- $268,643
-
AMON ANDERSON
DIRECTOR, ACUMEN AMERICA
- Total calculated
- $254,956
- From this org
- $219,801
- From related orgs
- $0
- Other
- $35,155
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $207,801
- Bonus
- $12,000
- Other
- $0
- Deferred
- $7,110
- Nontaxable benefits
- $28,045
- Filer's total
- $254,956
-
AMRITA BHANDARI
CHIEF OF INSIGHTS & STRATEGY
- Total calculated
- $302,442
- From this org
- $293,177
- From related orgs
- $0
- Other
- $9,265
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $265,000
- Bonus
- $28,177
- Other
- $0
- Deferred
- $8,795
- Nontaxable benefits
- $470
- Filer's total
- $302,442
-
JULES SAMAIN
MANAGING DIRECTOR, H2R
- Total calculated
- $240,027
- From this org
- $231,150
- From related orgs
- $0
- Other
- $8,877
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,150
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,877
- Filer's total
- $240,027
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $46,387,713
- Expenses
- $34,228,367
- Contributions
- $44,103,444
- Grants paid
- $4,469,354
-
2023
- Revenue
- $53,208,748
- Expenses
- $30,214,319
- Contributions
- $50,322,993
- Grants paid
- $2,988,413
-
2022
- Revenue
- $61,117,505
- Expenses
- $28,870,332
- Contributions
- $59,141,180
- Grants paid
- $1,806,288
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.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $30,454,797
- Expenses
- $22,798,953
- Assets (EOY)
- $151,257,086
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $28,858,136
- Expenses
- $28,389,297
- Assets (EOY)
- $141,486,235
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $30,966,848
- Expenses
- $26,569,877
- Assets (EOY)
- $140,919,171
-
2018 · 990
- Revenue
- $34,621,633
- Expenses
- $22,674,343
- Assets (EOY)
- $134,799,533
-
2017 · 990
- Revenue
- $29,642,988
- Expenses
- $21,936,798
- Assets (EOY)
- $121,695,515
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$412,278
2024 TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
-
$374,279
2023 LAUNCH AND OPERATIONALIZE THE CLIMATESHOT IMPACT INVESTING COALITION (CIIC)
-
REFUGEE INVESTMENT NETWORK INC
$333,163
2024 CONDUCT RESEARCH, EDUCATE AND ADVISE ON HOW TO BUILD AND IMPLEMENT DURABLE REFUGEE-LENS INVESTING (RLI) STRATEGIES WORLDWIDE
-
$300,000
2022 TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
-
REFUGEE INVESTMENT NETWORK INC
$151,823
2023 CONDUCT RESEARCH, EDUCATE AND ADVISE ON HOW TO BUILD AND IMPLEMENT DURABLE REFUGEE-LENS INVESTING (RLI) STRATEGIES WORLDWIDE
-
$95,566
2023 CREATE ACCESS TO THE WEMA, A DISCREET, WIRELESS, AND PORTABLE BREAST PUMP, FOR VULNERABLE WORKING MOTHERS IN KENYA
-
$60,000
2023 TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
-
$60,000
2023 TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
-
2023 TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
-
$50,491
2023 TECHNICAL ASSISTANCE FOR PORTFOLIO COMPANIES
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
SILICON VALLEY COMMUNITY FOUNDATION
$10,006,500
2023 Community Development
-
DONOR ADVISED CHARITABLE GIVING
$6,960,317
2024 INTERNATIONAL, FOREIGN AFFAIRS
-
2023 COMMUNITY & HUMAN SERVICES
-
DONOR ADVISED CHARITABLE GIVING
$4,491,700
2023 INTERNATIONAL, FOREIGN AFFAIRS
-
DONOR ADVISED CHARITABLE GIVING
$3,535,175
2022 INTERNATIONAL, FOREIGN AFFAIRS
-
2024 COMMUNITY & HUMAN SERVICES
-
$1,875,000
2024 TO PROVIDE TECHNICAL ASSISTANCE
-
$1,511,200
2022 ACUMEN'S PIONEER ENERGY INVESTMENT INITIATIVE - PLUS
-
$1,384,000
2023 EDUCATION
-
CHARITIES AID FOUNDATION AMERICA
$1,000,000
2022 CHARITABLE DONATION
The 10 largest by cash amount. The API serves every itemized grant.
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
-
ACUMEN (PAKISTAN)
501(C)(3) · INVESTING IN SOCIAL ENTERPRISES · PK · controlled entity
-
ACUMEN FUND CANADA
501(C)(3) · ALLEVIATE POVERTY · CA · controlled entity
-
AF TRUST
501(C)(3) · LEADERSHIP · IN · controlled entity
-
ACUMEN FUND WEST AFRICA LTDGTE
501(C)(3) · INVESTMENT ADVISOR & LEADERSHIP · NI · controlled entity
-
MW NORTH INC
501(C)(3) · LEADERSHIP · CA · controlled entity
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
ACUMEN CAPITAL MARKETS INVESTMENTS LLC
CARRY VEHICLE · DE · income $0 · assets $0
-
ACUMEN RESILIENT AGRICULTURE CAPITAL INVESTMENTS LLC
CARRY VEHICLE · DE · income $0 · assets $0
-
ACUMEN CAPITAL PARTNERS (ARAF) LTD
INVESTMENT ADVISOR · KE · income $920,928 · assets $317,335
-
ACUMEN CAPITAL PARTNERS (EA) LIMITED
INVESTMENT ADVISOR · KE · income $735,005 · assets $282,583
-
INVESTING IN SOCIAL ENTERPRISES · DE · income $7,777,716 · assets $29,752,815
-
KAWISAFI II CAPITAL INVESTMENTS LLC
CARRY VEHICLE · DE · income $0 · assets $0
-
CARRY VEHICLE · DE · income $0 · assets $0
-
ACUMEN VENTURES DEBT PARTNERS LTD
INVESTMENT ADVISOR · UK · income $0 · assets $0
Related partnerships on its 2024 return
-
RELATED · INVESTING IN SOCIAL ENTERPRISES · MP · 28.54% owned · share of income $116,789 · share of assets $14,649,447 · general or managing partner
-
ACUMEN RESILIENT AGRICULTURE FUND LP
RELATED · INVESTING IN SOCIAL ENTERPRISES · CA · 3.45% owned · share of income -$26,599 · share of assets $1,404,258 · general or managing partner
-
KAWISAFI II LP
RELATED · INVESTING IN SOCIAL ENTERPRISES · CA · general or managing partner
-
RELATED · INVESTING IN SOCIAL ENTERPRISES · NY · 69.96% owned · share of assets $1,110,799
Related corporations and trusts on its 2024 return
-
ACUMEN FUND ADVISORY LLP
C · INVESTING ADVISORY SERVICES · IN · 100% owned · share of income $1,123,604 · share of assets $407,226 · controlled entity
-
C · FUND MANAGER · DE · 100% owned · share of income $3,614,892 · share of assets $3,230,909 · controlled entity
-
C · HOLDING COMPANY · DE · 100% owned · share of income $20,685 · share of assets $841,350 · controlled entity
-
ACUMEN EA ADVISORY SERVICES LTDGTE
C · ADVISORY SERVICES · KE · 100% owned · share of income $2,251,606 · share of assets $1,051,853 · controlled entity
-
ACUMEN FUND ADVISORY SERVICES INDIA PVT LTD
C · ADVISORY SERVICES · IN · 100% owned · share of income $24,533 · share of assets $708,325 · controlled entity
-
ACUMEN EAST AFRICA INSTITUTE LIMITED
C · NO ACTIVITY · KE · 100% owned · controlled entity
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 13 October 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.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 23 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.