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SOCIAL FINANCE INC

EIN 27-4620963 BOSTON, MA

Revenue 2024
$79,102,825
Expenses 2024
$36,403,375

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
P12
Classification
1000
Street
2 ATLANTIC AVE 5TH FLOOR

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.

  • Tracy Palandjian

    CEO & Co-Founder

    Total calculated
    $826,471
    From this org
    $789,674
    From related orgs
    $0
    Other
    $36,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,000
    Bonus
    $38,000
    Other
    $276,674
    Deferred
    $10,350
    Nontaxable benefits
    $26,447
    Filer's total
    $826,471

  • KIRSTIN HILL

    President & COO

    Total calculated
    $411,049
    From this org
    $383,937
    From related orgs
    $0
    Other
    $27,112
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,000
    Bonus
    $8,217
    Other
    $720
    Deferred
    $7,538
    Nontaxable benefits
    $19,574
    Filer's total
    $411,049

  • John Woods

    CHIEF FINANCIAL OFFICER

    Total calculated
    $334,374
    From this org
    $302,680
    From related orgs
    $0
    Other
    $31,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,320
    Bonus
    $20,640
    Other
    $720
    Deferred
    $7,418
    Nontaxable benefits
    $24,276
    Filer's total
    $334,374

  • Jacob Segal

    MANAGING DIRECTOR, Impact Adv.

    Total calculated
    $324,715
    From this org
    $297,535
    From related orgs
    $0
    Other
    $27,180
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $279,000
    Bonus
    $17,815
    Other
    $720
    Deferred
    $8,370
    Nontaxable benefits
    $18,810
    Filer's total
    $324,715

  • KAREN LYNN ANDERSON

    MANAGING DIR, SFI

    Total calculated
    $317,521
    From this org
    $291,355
    From related orgs
    $0
    Other
    $26,166
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $285,000
    Bonus
    $5,635
    Other
    $720
    Deferred
    $6,056
    Nontaxable benefits
    $20,110
    Filer's total
    $317,521

  • Navjeet K Bal

    General Counsel(until 12/6/24)

    Total calculated
    $275,332
    From this org
    $249,491
    From related orgs
    $0
    Other
    $25,841
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,331
    Bonus
    $12,500
    Other
    $660
    Deferred
    $6,875
    Nontaxable benefits
    $18,966
    Filer's total
    $275,332

  • Stephen Gaetano Vicinelli

    VP, Impact Investments

    Total calculated
    $274,157
    From this org
    $237,195
    From related orgs
    $0
    Other
    $36,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,500
    Bonus
    $13,975
    Other
    $720
    Deferred
    $6,675
    Nontaxable benefits
    $30,287
    Filer's total
    $274,157

  • Andrew C Chen

    VP, Impact Investments

    Total calculated
    $265,495
    From this org
    $238,720
    From related orgs
    $0
    Other
    $26,775
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,500
    Bonus
    $20,500
    Other
    $720
    Deferred
    $6,525
    Nontaxable benefits
    $20,250
    Filer's total
    $265,495

  • Catherine Dun Rappaport

    VP, Impact Investments

    Total calculated
    $264,363
    From this org
    $234,695
    From related orgs
    $0
    Other
    $29,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,000
    Bonus
    $13,975
    Other
    $720
    Deferred
    $6,600
    Nontaxable benefits
    $23,068
    Filer's total
    $264,363

  • Jonathan S Edwards

    VP, Impact Investments

    Total calculated
    $261,194
    From this org
    $235,720
    From related orgs
    $0
    Other
    $25,474
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,000
    Bonus
    $20,000
    Other
    $720
    Deferred
    $6,450
    Nontaxable benefits
    $19,024
    Filer's total
    $261,194

  • Justin Bakule

    VP, Impact Investments

    Total calculated
    $254,781
    From this org
    $234,695
    From related orgs
    $0
    Other
    $20,086
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,000
    Bonus
    $13,975
    Other
    $720
    Deferred
    $6,600
    Nontaxable benefits
    $13,486
    Filer's total
    $254,781

  • Leslie Cornell

    GEN. COUNS. & CHIEF COMP.

    Total calculated
    $241,518
    From this org
    $218,762
    From related orgs
    $0
    Other
    $22,756
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,542
    Bonus
    $19,500
    Other
    $720
    Deferred
    $5,956
    Nontaxable benefits
    $16,800
    Filer's total
    $241,518

  • Alexa Rachlin

    Director

    Total calculated
    $0
    Hours/week
    2

  • BRACEBRIDGE H YOUNG JR

    Director

    Total calculated
    $0
    Hours/week
    2

  • Doug Henderson

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • DR LAUREN SMITH

    Director

    Total calculated
    $0
    Hours/week
    2

  • EDWARD L SHAPIRO

    Director

    Total calculated
    $0
    Hours/week
    2

  • GOVERNOR DEVAL PATRICK

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ian Simmons

    Director

    Total calculated
    $0
    Hours/week
    2

  • Karen Dynan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Laura Lauder

    Director

    Total calculated
    $0
    Hours/week
    2

  • Laurene Sperling

    Director

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH LEMPRES

    Director

    Total calculated
    $0
    Hours/week
    2

  • Nancy Zimmerman

    Clerk

    Total calculated
    $0
    Hours/week
    2

  • PAMELA DIPPEL CHONEY

    Chair

    Total calculated
    $0
    Hours/week
    2

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 — 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
    $79,102,825
    Expenses
    $36,403,375
    Contributions
    $64,478,252
    Grants paid
    $1,784,668
  • 2023
    Revenue
    $39,216,945
    Expenses
    $31,575,913
    Contributions
    $24,185,912
    Grants paid
    $1,644,263
  • 2022
    Revenue
    $73,403,817
    Expenses
    $23,292,911
    Contributions
    $65,663,400
    Grants paid
    $228,000

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

Where these grants went next →

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

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.