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WE INSPIRE, ADVOCATE AND INVEST TO ADVANCE COMMUNITY VISIONS.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$161M
Program Spending
93%
of total expenses go to program services
Total Contributions
$67.1M
Total Expenses
▼$218.7M
Total Assets
$1.6B
Total Liabilities
▼$89.2M
Net Assets
$1.5B
Officer Compensation
→$2.8M
Other Salaries
$5.3M
Investment Income
$91.8M
Fundraising
▼$9,646
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $161M | $67.1M | $218.7M | $1.6B | $1.5B |
| 2023 | $114.4M | $67.2M | $126.9M | $1.6B | $1.5B |
| 2022 | $123M | $70.7M | $112.9M | $1.5B | $1.4B |
| 2021 | $301.9M | $89.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Eric Jolly | President/ceo/secretary | 40 | $602.5K | $0 | $202.9K | $805.4K |
| Scott Zastoupil | Cfo/treasurer | 40 | $277.7K | $0 | $35K | $312.8K |
| Diane Tran | Chair | 1 | $0 | $0 | $0 | $0 |
| Joseph Lee | Vice Chair | 1 | $0 | $0 | $0 | $0 |
Eric Jolly
President/ceo/secretary
$805.4K
Hrs/Wk
40
Compensation
$602.5K
Related Orgs
$0
Other
$202.9K
Scott Zastoupil
Cfo/treasurer
$312.8K
Hrs/Wk
40
Compensation
$277.7K
Related Orgs
$0
Other
$35K
Diane Tran
Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Joseph Lee
Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Shannon Oleary | Chief Investment Officer | 40 | $550.4K | $0 | $34.7K | $585.1K |
| Ashley Gam | Director Of Investments | 40 | $338K | $0 | $39.3K | $377.2K |
| Jeremy Wells | SVP Phil Services | 40 | $286.4K | $0 | $51.4K | $337.8K |
| Melanie Hoffert | Chief Marketing Officer | 40 | $235K | $0 | $30.9K | $265.9K |
| Rhonda Cox | VP Of People And Culture | 40 | $206.1K | $0 | $37K | $243.1K |
| Carrie Jo Short |
Shannon Oleary
Chief Investment Officer
$585.1K
Hrs/Wk
40
Compensation
$550.4K
Related Orgs
$0
Other
$34.7K
Ashley Gam
Director Of Investments
$377.2K
Hrs/Wk
40
Compensation
$338K
Related Orgs
$0
Other
$39.3K
Jeremy Wells
SVP Phil Services
$337.8K
Hrs/Wk
40
Compensation
$286.4K
Related Orgs
$0
Other
$51.4K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alex West Steinman | Director | 1 | $0 | $0 | $0 | $0 |
| Bo Thao-Urabe | Director | 1 | $0 | $0 | $0 | $0 |
| Chris Galvin | Director | 1 | $0 | $0 | $0 | $0 |
| Christophe Beck | Director | 1 | $0 | $0 | $0 | $0 |
| Daniel Lemm | Director | 1 | $0 | $0 | $0 | $0 |
| Gloria Perez | Director |
Alex West Steinman
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Bo Thao-Urabe
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Chris Galvin
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $128.4M |
| $1.7B |
| $1.7B |
| 2020 | $466.8M | $416.8M | $119.9M | $1.5B | $1.4B |
| 2019 | $118.5M | $45.5M | $71.1M | $1B | $987.7M |
| 2018 | $109.2M | $43M | $73.3M | $875.7M | $861.1M |
| 2017 | $119.8M | $49.4M | $76.7M | $936.3M | $922.3M |
| 2016 | $70.8M | $28.4M | $64.5M | $837.7M | $825.4M |
| 2015 | $74.8M | $33.1M | $61.6M | $796.6M | $781.9M |
| 2014 | $103.9M | $45.3M | $66.2M | $813.2M | $797M |
| 2013 | $87.7M | $42.3M | $70.8M | $785M | $770M |
| 2012 | $66.3M | $37.9M | $92.5M | $695.3M | $679.6M |
| 2011 | $89.8M | $52.6M | $70.6M | $675.3M | $664.7M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| Dir Of Community & Impact Investing |
| 40 |
| $206.7K |
| $0 |
| $27.5K |
| $234.2K |
| Casey Shultz | Dir Of Community & Impact Investing | 40 | $196.7K | $0 | $20.6K | $217.3K |
| Mai-Anh Tran | Avp Of Phil Services | 40 | $177K | $0 | $36K | $213K |
| Alfonso Wenker | SVP Of Community Impact | 40 | $194.9K | $0 | $17.4K | $212.3K |
| Vickie Viaene | Avp Of Finance | 40 | $172.2K | $0 | $17.7K | $189.9K |
Melanie Hoffert
Chief Marketing Officer
$265.9K
Hrs/Wk
40
Compensation
$235K
Related Orgs
$0
Other
$30.9K
Rhonda Cox
VP Of People And Culture
$243.1K
Hrs/Wk
40
Compensation
$206.1K
Related Orgs
$0
Other
$37K
Carrie Jo Short
Dir Of Community & Impact Investing
$234.2K
Hrs/Wk
40
Compensation
$206.7K
Related Orgs
$0
Other
$27.5K
Casey Shultz
Dir Of Community & Impact Investing
$217.3K
Hrs/Wk
40
Compensation
$196.7K
Related Orgs
$0
Other
$20.6K
Mai-Anh Tran
Avp Of Phil Services
$213K
Hrs/Wk
40
Compensation
$177K
Related Orgs
$0
Other
$36K
Alfonso Wenker
SVP Of Community Impact
$212.3K
Hrs/Wk
40
Compensation
$194.9K
Related Orgs
$0
Other
$17.4K
Vickie Viaene
Avp Of Finance
$189.9K
Hrs/Wk
40
Compensation
$172.2K
Related Orgs
$0
Other
$17.7K
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Jacy Grais | Director | 1 | $0 | $0 | $0 | $0 |
| Jill Farrington | Director | 1 | $0 | $0 | $0 | $0 |
| Kathy Tunheim | Director | 1 | $0 | $0 | $0 | $0 |
| Mark Henneman | Director | 1 | $0 | $0 | $0 | $0 |
| Mary Jane Melendez | Director | 1 | $0 | $0 | $0 | $0 |
| Matt Majka | Director | 1 | $0 | $0 | $0 | $0 |
| Michael Echols | Director | 1 | $0 | $0 | $0 | $0 |
| Miguel Ramos | Director | 1 | $0 | $0 | $0 | $0 |
| Nancy Lyons | Director | 1 | $0 | $0 | $0 | $0 |
| Nausheena Hussain | Director | 1 | $0 | $0 | $0 | $0 |
| Richard Senese | Director | 1 | $0 | $0 | $0 | $0 |
| Tarek Tomes | Director | 1 | $0 | $0 | $0 | $0 |
Christophe Beck
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Daniel Lemm
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Gloria Perez
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jacy Grais
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jill Farrington
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kathy Tunheim
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mark Henneman
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mary Jane Melendez
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Matt Majka
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael Echols
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Miguel Ramos
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nancy Lyons
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nausheena Hussain
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard Senese
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Tarek Tomes
Director
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0