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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$3.4M
Program Spending
76%
of total expenses go to program services
Total Contributions
$2.6M
Total Expenses
▼$2.3M
Total Assets
$32.2M
Total Liabilities
▼$705.1K
Net Assets
$31.5M
Officer Compensation
→$555.1K
Other Salaries
$736.7K
Investment Income
$839.1K
Fundraising
▼N/A
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 | $3.4M | $2.6M | $2.3M | $32.2M | $31.5M |
| 2023 | $2.5M | $1.7M | $2M | $29.4M | $28.6M |
| 2022 | $2.1M | $1.5M | $1.8M | $26.2M | $25.5M |
| 2021 | $3.7M | $2.2M | $1.6M |
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 |
|---|
| Jonathan Dauphineesq | CEO | 40 | $529.1K | $0 | $26.1K | $555.1K |
| Dr Dave Yeske Dba Cfp | Chair | 2 | $0 | $0 | $0 | $0 |
| Ben Harrison | Immediate Pa | 1 | $0 | $0 | $0 | $0 |
| Anthony Tony Svach Cima | Vice Chair | 1 | $0 | $0 | $0 | $0 |
Jonathan Dauphineesq
CEO
$555.1K
Hrs/Wk
40
Compensation
$529.1K
Related Orgs
$0
Other
$26.1K
Dr Dave Yeske Dba Cfp
Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Ben Harrison
Immediate Pa
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Anthony Tony Svach Cima
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 |
|---|---|---|---|---|---|---|
| Katherine Egan | VP Of Dev. & | 40 | $202.6K | $0 | $9,843 | $212.4K |
| Rachel Roth | Senior Direc | 40 | $162.4K | $0 | $7,713 | $170.1K |
| Jamie Grantham | Operations D | 40 | $115.5K | $0 | $16K | $131.6K |
Katherine Egan
VP Of Dev. &
$212.4K
Hrs/Wk
40
Compensation
$202.6K
Related Orgs
$0
Other
$9,843
Rachel Roth
Senior Direc
$170.1K
Hrs/Wk
40
Compensation
$162.4K
Related Orgs
$0
Other
$7,713
Jamie Grantham
Operations D
$131.6K
Hrs/Wk
40
Compensation
$115.5K
Related Orgs
$0
Other
$16K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alexandra Armstrong Cfp | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Bernie Clark | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Ed Walters | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Eric Grey | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Erica James | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Gabrial Garcia | Trustee | 0.5 |
Alexandra Armstrong Cfp
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Bernie Clark
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Ed Walters
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
| $30.2M |
| $29.5M |
| 2020 | $1.1M | $1.1M | $1.5M | $26M | $25.5M |
| 2019 | $2M | $1.5M | $1.5M | $24.6M | $24.1M |
| 2018 | $1.8M | $1.1M | $1.5M | $21.4M | $20.8M |
| 2017 | $1.7M | $1.2M | $1.4M | $23.2M | $22.7M |
| 2016 | $1.6M | $1.1M | $1.5M | $20.9M | $20.6M |
| 2015 | $1.6M | $1.2M | $1.1M | $19.6M | $19.4M |
| 2014 | $2.2M | $1.7M | $1M | $19.9M | $19.7M |
| 2013 | $1.3M | $960.9K | $822.2K | $18.6M | $18.3M |
| 2012 | $1.2M | $743.7K | $955.9K | $16.7M | $16.2M |
| 2011 | $2.1M | $1.2M | $1M | $15.4M | $14.8M |
PDF not yet published by IRSView Filing → |
| 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 | — |
| $0 |
| $0 |
| $0 |
| $0 |
| Hussain Zaidi | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Jeffrey Jeff Concepcion | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Jocelyn Wright | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Joe Chornyak | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Kalita Blessing | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Kristin Pugh | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Marty Kurtz Cfp | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Megan Carpenter | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Natalie Wolfsen | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Paul Drakeley | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Rohit Mahna | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Scott Kahan Cfp | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Steve Larson | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Terri Fiedler | Trustee | 0.5 | $0 | $0 | $0 | $0 |
| Yonhee Gordon | Trustee | 0.5 | $0 | $0 | $0 | $0 |
Eric Grey
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Erica James
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Gabrial Garcia
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Hussain Zaidi
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Jeffrey Jeff Concepcion
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Jocelyn Wright
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Joe Chornyak
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Kalita Blessing
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Kristin Pugh
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Marty Kurtz Cfp
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Megan Carpenter
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Natalie Wolfsen
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Paul Drakeley
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Rohit Mahna
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Scott Kahan Cfp
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Steve Larson
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Terri Fiedler
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Yonhee Gordon
Trustee
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0