2026-05-15T12:34:31-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990 2024-07-01 851701143 IMPETUS FUND IMPE 2026612180 1200 G STREET NW 800 WASHINGTON DC 20005 ANDREW SCHULZ SECRETARY 2026612180 2026-05-14 1 1 MICHAEL LUMSDEN P01262236 4159561500 2026-05-14 2024 2025-03-06 01:10:19Z ANDREW SCHULZ 1200 G STREET NW 800 WASHINGTON DC 20005 748916 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. 2 2 0 3 0 0 19884274 508582 0 0 211370 198410 83234 41924 20178878 748916 7017460 9891600 0 0 6320 0 0 0 0 547990 402190 7571770 10293790 12607108 -9544874 16425841 5650452 1240816 10301 15185025 5640151 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 10017238 9891600 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. 10017238 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 5 0 1 0 0 0 0 0 1 1 0 0 0 X 2 2 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 DC X X SUNFLOWER SERVICES PBC 2025951020 1828 L STREET NW SUITE 400 WASHINGTON DC 20036 X EZRA REESE PRESIDENT AND CHAIR (THRU 4/2025) 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 0 0 0 0 0 0 0 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ADMIN. & OPERATIONAL SUPPORT SERVICES 425229 ALEXANDER BOROVICKA & O'SHEA GOVT SOLUTI PO BOX 443 CHICAGO IL 60690 GOV'T RELATIONS AND CONSULTING SERVICES 110000 2 508582 198582 508582 170795 170795 27615 0 27615 27615 27615 OTHER INCOME 561000 41924 41924 41924 748916 0 0 240334 9891600 9891600 213371 213371 2435 2435 28371 28371 120000 120000 15000 15000 3445 3445 1669 1669 13780 13780 OTHER EXPENSES 4119 3969 150 10293790 10017238 276552 0 7720615 1660761 101 8701694 3986934 3532 2656 16425841 5650452 140816 10301 1100000 0 1240816 10301 X 708642 821832 14476383 4818319 15185025 5640151 16425841 5650452 -9544874 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 748916 0 748916 0 748916 10293790 0 10293790 0 10293790 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 DEFENDING DEMOCRACY TOGETHER 1100 VERMONT AVE NW 10TH FLOOR WASHINGTON DC 20005 823877328 501(C)(4) 1000000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FORWARD ACTION FUND 114 NORTH MAIN STREET SUITE 201 CONCORD NH 03301 831806898 501(C)(4) 500000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY FUND FOR STATES 600 PENNSYLVANIA AVE SE UNIT 15180 WASHINGTON DC 20003 990791956 501(C)(4) 50000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY SIXTEEN THIRTY FUND 1828 L STREET NW SUITE 400-B WASHINGTON DC 20036 264486735 501(C)(4) 7700000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY VOTO LATINO PO BOX 35608 WASHINGTON DC 20033 455477218 501(C)(4) 111600 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY WORK FOR AMERICA INC 367 ST MARKS AVE UNIT 1064 BROOKLYN NY 11238 992906438 501(C)(3) 530000 0 CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 1 5 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. EACH GRANT IS ACCOMPANIED BY AN AGREEMENT LAYING OUT THE PERMISSIBLE USES OF THE FUNDS AND THE REQUIRED REPORTING BY THE GRANTEE. FUNDS MAY NOT BE USED TO SUPPORT OR OPPOSE ANY CANDIDATE FOR PUBLIC OFFICE OR TO ENGAGE IN ANY POLITICAL ACTIVITY. X 1 198582 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 CONTRACTED WITH ARABELLA ADVISORS (NOW VITAL IMPACT), 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 (NOW VITAL IMPACT) IN EXCHANGE FOR THESE SERVICES TOTALED $213,371 DURING THE FISCAL YEAR ENDING JUNE 30, 2025. FOLLOWING THE FISCAL YEAR-END REFLECTED IN THIS TAX RETURN, IMPETUS FUND CHANGED SERVICE PROVIDERS TO SUNFLOWER SERVICES PBC. SUNFLOWER SERVICES IS A NONPROFIT-OWNED PUBLIC BENEFIT CORPORATION THAT PROVIDES OPERATIONAL SUPPORT SERVICES TO NONPROFIT AND SOCIAL IMPACT ORGANIZATIONS. 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 MAKES GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICIES AVAILABLE TO THE PUBLIC, ONLY WHEN REQUIRED BY LAW. THE 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE.