2025-05-15T15:31:48-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990 2023-07-01 851701143 IMPETUS FUND IMPE 2026612180 1200 G STREET NW 800 WASHINGTON DC 20005 ANDREW SCHULZ SECRETARY 2026612180 2025-05-14 1 1 MICHAEL LUMSDEN P01262236 4159561500 2025-05-14 2023 2025-03-06 01:10:19Z EZRA REESE 1200 G STREET NW 800 WASHINGTON DC 20005 31361458 0 X WWW.IMPETUSFUND.ORG X 2020 DC IMPETUS FUND (THE "FUND") IS A 501(C)(4) SOCIAL WELFARE ORGANIZATION DEDICATED TO PROMOTING THE COMMON GOOD, IMPROVING THE WELL-BEING OF COMMUNITIES, AND STRENGTHENING SOCIETY AT-LARGE. 3 3 0 3 0 0 3783606 19884274 0 0 13261 211370 28815 83234 3825682 20178878 2175199 7017460 0 0 8025 6320 0 0 0 380641 547990 2563865 7571770 1261817 12607108 2666747 16425841 88830 1240816 2577917 15185025 TO OPERATE EXCLUSIVELY FOR THE PURPOSE OF PROMOTING SOCIAL WELFARE, INCLUDING, BUT NOT LIMITED TO, PROVIDING PUBLIC EDUCATION, CONDUCTING ADVOCACY, AND ENCOURAGING CIVIC ENGAGEMENT. 0 0 7143178 7017460 0 CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY - THE FUND AIMS TO ADVANCE A BROAD AGENDA OF IMPORTANT SOCIAL ISSUES USING GRANTMAKING, EDUCATION, ADVOCACY, GRASSROOTS ACTIVISM, CIVIC ENGAGEMENT, RESEARCH, LOBBYING, AND OTHER TACTICS AND STRATEGIES. THROUGH ITS EFFORTS, THE FUND'S VISION IS TO ACHIEVE A SOCIETY THAT BENEFITS EVERYONE. 7143178 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 1 1 0 0 0 X 3 3 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 DC X X ARABELLA ADVISORS 2025951020 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 EZRA REESE PRESIDENT AND CHAIR 1.00 X X 0 0 0 FALONA JOY TREASURER 1.00 X X 0 0 0 ANDREW SCHULZ SECRETARY 1.00 X X 0 0 0 SAURABH GUPTA GENERAL COUNSEL (THROUGH 4/2024) 1.00 X 6320 0 0 6320 0 0 0 0 0 0 ARABELLA ADVISORS LLC 1828 L ST NW SUITE 300 WASHINGTON DC 20036 ADMIN. & OPERATIONAL SUPPORT SERVICES 183786 ALEXANDER BOROVICKA & O'SHEA GOVT SOLUTI PO BOX 443 CHICAGO IL 60690 CONSULTING SERVICES 120150 2 19884274 11182580 19884274 170425 170425 11223525 11182580 40945 40945 40945 OTHER INCOME 561000 83234 83234 83234 20178878 0 0 294604 7017460 7017460 6320 6320 332939 332939 1035 1035 31900 31900 120000 120000 45000 45000 340 340 1408 1408 9580 9580 OTHER EXPENSES 5788 5718 70 7571770 7143178 428592 0 1858481 7720615 805608 0 0 8701694 2658 3532 2666747 16425841 88830 140816 0 1100000 88830 1240816 X 647779 708642 1930138 14476383 2577917 15185025 2666747 16425841 12607108 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 20178878 0 20178878 0 20178878 7571770 0 7571770 0 7571770 PART X, LINE 2: THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(4). THE INTERNAL REVENUE SERVICE RECOGNIZES THE FUND'S STATUS AS A SOCIAL WELFARE ORGANIZATION. THE FUND'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FUND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FUND DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FUND FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS. 1 ADLER UNIVERSITY 17 N DEARBORN STREET 15TH FLOOR CHICAGO IL 60602 362515281 501(C)(3) 10000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY CENTER FOR VOTER INFORMATION 1707 L STREET NW SUITE 300 WASHINGTON DC 20036 030554750 501(C)(4) 46460 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY DEFENDING DEMOCRACY TOGETHER 1100 VERMONT AVENUE NW 10TH FLOOR WASHINGTON DC 20005 823877328 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FAIR DEMOCRACY 918 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 822747849 501(C)(4) 250000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FAMILY FRIENDLY ACTION FUND 114 NORTH MAIN STREET SUITE 201 CONCORD NH 03301 831806898 501(C)(4) 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FUTURE FORWARD USA ACTION 611 PENNSYLVANIA AVENUE SE WASHINGTON DC 20003 824170762 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY NORTH FUND 1828 L STREET NW SUITE 300-F WASHINGTON DC 20036 834011547 501(C)(4) 1100000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY THE ACT NOW PROJECT 440 N BARRANCA AVENUE SUITE 6683 COVINA CA 91723 922517254 501(C)(4) 111000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WORKMONEY INC 790 N MILWAUKEE STREET SUITE 300 MILWAUKEE WI 53202 850604101 501(C)(4) 3000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 1 8 PART I, LINE 2: IMPETUS FUND REQUIRES A WRITTEN GRANT APPLICATION STATING THE PURPOSE FOR THE USE OF FUNDS. GRANTS ARE ISSUED IF, AFTER THE REVIEW AND EVALUATION OF THE APPLICATION, THE USE MEETS THE NECESSARY REQUIREMENTS. FUNDS MAY NOT BE USED TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE OR TO ENGAGE IN ANY POLITICAL ACTIVITY. X 2 11182580 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED (DEFINED AS EACH SEPARATE GIFT, RATHER THAN EACH SHARE RECEIVED). FORM 990, PART VI, SECTION A, LINE 3 IMPETUS FUND CONTRACTS WITH ARABELLA ADVISORS, A PROFESSIONAL SERVICES FIRM THAT SUPPORTS PHILANTHROPISTS, IMPACT INVESTORS, AND NONPROFIT ORGANIZATIONS, TO PROVIDE ADMINISTRATIVE SUPPORT, ACCOUNTING SERVICES, AND COMPLIANCE GUIDANCE RELATED TO THE FUND'S GRANTMAKING AND OPERATIONS. COMPENSATION PAID TO ARABELLA ADVISORS IN EXCHANGE FOR THESE SERVICES TOTALED $332,939 DURING THE FISCAL YEAR-ENDING JUNE 30, 2024. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY, IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.