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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$199.5M
Program Spending
97%
of total expenses go to program services
Total Contributions
$149M
Total Expenses
▼$404.5M
Total Assets
$2.1B
Total Liabilities
▼$12.8M
Net Assets
$2.1B
Officer Compensation
→$5.5M
Other Salaries
$17.8M
Investment Income
$47.3M
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
990-N (e-Postcard) Filing History
This organization files simplified Form 990-N (annual gross receipts ≤ $50,000).
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $199.5M | $149M | $404.5M | $2.1B | $2.1B |
| 2022 | $1.2B | $1.2B | $412.7M | $2.4B | $2.4B |
| 2021 | $188.1M | $174.1M | $413M | $1.6B | $1.6B |
| 2020 | $907.8M | $899.5M | $324.9M |
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 | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Nancy Roob | CEO | 50 | $1.2M | $0 | $118K | $1.3M |
| James H Shelton President | Chief Investment And Impact Officer | 50 | $895.4K | $0 | $111K | $1M |
| Kay Nemoto Chief Financial | Business Officer & Treasurer | 50 | $694.8K | $0 | $82K | $776.7K |
| Albert Chung | Corporate Secretary (from 1/16/24) | 50 | $460.9K | $0 | $58.9K | $519.8K |
| Stanley Druckmiller | Board Chair | 4 | $0 | $0 | $0 | $0 |
Nancy Roob
CEO
$1.3M
Hrs/Wk
50
Compensation
$1.2M
Related Orgs
$0
Other
$118K
James H Shelton President
Chief Investment And Impact Officer
$1M
Hrs/Wk
50
Compensation
$895.4K
Related Orgs
$0
Other
$111K
Kay Nemoto Chief Financial
Business Officer & Treasurer
$776.7K
Hrs/Wk
50
Compensation
$694.8K
Related Orgs
$0
Other
$82K
Albert Chung
Corporate Secretary (from 1/16/24)
$519.8K
Hrs/Wk
50
Compensation
$460.9K
Related Orgs
$0
Other
$58.9K
Stanley Druckmiller
Board Chair
$0
Hrs/Wk
4
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 |
|---|---|---|---|---|---|---|
| Tia Breakley Chief Strat | Develop. Off./chief Govern. Off. | 50 | $614.6K | $0 | $109.7K | $724.3K |
| Kelly L Campbell | Man. Dir., Portfolio Strategy & Mgmt | 50 | $611.8K | $0 | $58K | $669.8K |
| Micah L Carr | Chief Branding Officer | 50 | $577.8K | $0 | $86.3K | $664.1K |
| Cecilia Gutierrez | Man. Dir., Portfolio Strategy & Mgmt | 50 | $557.9K | $0 | $65.3K | $623.3K |
| Mindy S Tarlow Man Dir Portfolio | Strategy & Mgmt (until 12/31/23) | 50 | $542K | $0 | $78.2K | $620.2K |
Tia Breakley Chief Strat
Develop. Off./chief Govern. Off.
$724.3K
Hrs/Wk
50
Compensation
$614.6K
Related Orgs
$0
Other
$109.7K
Kelly L Campbell
Man. Dir., Portfolio Strategy & Mgmt
$669.8K
Hrs/Wk
50
Compensation
$611.8K
Related Orgs
$0
Other
$58K
Micah L Carr
Chief Branding Officer
$664.1K
Hrs/Wk
50
Compensation
$577.8K
Related Orgs
$0
Other
$86.3K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Connie Ballmer | Director | 2 | $0 | $0 | $0 | $0 |
| Geoffrey Canada See Sch O | Director | 5 | $60K | $0 | $0 | $60K |
| George Pavlov | Director | 2 | $0 | $0 | $0 | $0 |
| James M Clark | Director | 2 | $0 | $0 | $0 | $0 |
| Kevin W Kennedy | Director | 2 | $0 | $0 | $0 | $0 |
| Randi Tepper | Director |
Connie Ballmer
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Geoffrey Canada See Sch O
Director
$60K
Hrs/Wk
5
Compensation
$60K
Related Orgs
$0
Other
$0
George Pavlov
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Ralph Stefano Former Treasurer | Secretary/cfo | 50 | $445.5K | $0 | $16.9K | $462.4K |
| Tiffany Gueye | Former Senior Advisor | 50 | $312.5K | $0 | $37.7K | $350.2K |
Ralph Stefano Former Treasurer
Secretary/cfo
$462.4K
Hrs/Wk
50
Compensation
$445.5K
Related Orgs
$0
Other
$16.9K
Tiffany Gueye
Former Senior Advisor
$350.2K
Hrs/Wk
50
Compensation
$312.5K
Related Orgs
$0
Other
$37.7K
| $1.9B |
| $1.9B |
| 2019 | $194.9M | $193.1M | $148.8M | $90.8M | $90.3M |
| 2018 | $115.8M | $115.3M | $72.1M | $44M | $43.9M |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| Lissette Rodriguez |
| Man. Dir., Portfolio Strategy & Mgmt |
| 50 |
| $531.5K |
| $0 |
| $88.7K |
| $620.2K |
| Malgorzata Long | Man. Dir., Portfolio Strategy & Mgmt | 50 | $508K | $0 | $82.4K | $590.4K |
| Elizabeth Pawlson | Man. Dir., Portfolio Strategy & Mgmt | 50 | $516.4K | $0 | $71.8K | $588.3K |
| Spencer Kympton | Man. Dir., Portfolio Strategy & Mgmt | 50 | $494.4K | $0 | $92.2K | $586.6K |
Cecilia Gutierrez
Man. Dir., Portfolio Strategy & Mgmt
$623.3K
Hrs/Wk
50
Compensation
$557.9K
Related Orgs
$0
Other
$65.3K
Mindy S Tarlow Man Dir Portfolio
Strategy & Mgmt (until 12/31/23)
$620.2K
Hrs/Wk
50
Compensation
$542K
Related Orgs
$0
Other
$78.2K
Lissette Rodriguez
Man. Dir., Portfolio Strategy & Mgmt
$620.2K
Hrs/Wk
50
Compensation
$531.5K
Related Orgs
$0
Other
$88.7K
Malgorzata Long
Man. Dir., Portfolio Strategy & Mgmt
$590.4K
Hrs/Wk
50
Compensation
$508K
Related Orgs
$0
Other
$82.4K
Elizabeth Pawlson
Man. Dir., Portfolio Strategy & Mgmt
$588.3K
Hrs/Wk
50
Compensation
$516.4K
Related Orgs
$0
Other
$71.8K
Spencer Kympton
Man. Dir., Portfolio Strategy & Mgmt
$586.6K
Hrs/Wk
50
Compensation
$494.4K
Related Orgs
$0
Other
$92.2K
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Stacy Schusterman | Director | 2 | $0 | $0 | $0 | $0 |
| W Don Cornwell | Director | 2 | $0 | $0 | $0 | $0 |
James M Clark
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kevin W Kennedy
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Randi Tepper
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Stacy Schusterman
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
W Don Cornwell
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0