STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

EDWARD P EVANS

2024 · Form 990PF · revenue $40.6M · expenses $25.0M · assets $260.6M

EIN
25-6232129
Address
300 BRICKSTONE SQ STE 201, ANDOVER, MA 01810-1497
Website
WWW.EPEFOUNDATION.ORG
NTEE code
B82
Subsection
501(c)(3)
Ruling year
2018
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Michael Lewis TRUSTEE2019-2024 $156,278$2,418,781 1
Barbara Bierer TRUSTEE2019-2024 $200,000$1,200,000 1
Robert Evans TRUSTEE2019-2024 $175,000$1,050,000 1
William S Farish Iv TRUSTEE2019-2024 $175,000$1,050,000 1
James L Tullis TRUSTEE2019-2024 $175,000$904,327 1
Tracey Bolotnick GENERAL COUNSEL2019-2024 $196,028$859,082 1
Benjamin Polak TRUSTEE2020-2024 $175,000$818,639 1
Timothy Graubert PRESIDENT2024 $442,212$442,212 1
Jefferson Tarr (former) TRUSTEE2019-2020 $60,112$235,112 1

People by year

2024 · 8 people listed · 8 paid, $1.7M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIMOTHY GRAUBERT PRESIDENT40 $442,212-$0 $442,2121
BARBARA BIERER TRUSTEE12 $200,000-$0 $200,0001
TRACEY BOLOTNICK GENERAL COUNSEL12 $142,755-$53,273 $196,0281
ROBERT EVANS TRUSTEE5 $175,000-$0 $175,0001
WILLIAM S FARISH IV TRUSTEE8 $175,000-$0 $175,0001
JAMES L TULLIS TRUSTEE5 $175,000-$0 $175,0001
BENJAMIN POLAK TRUSTEE5 $175,000-$0 $175,0001
MICHAEL LEWIS TRUSTEE5 $151,865-$4,413 $156,2781
2023 · 7 people listed · 7 paid, $1.6M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL LEWIS PRESIDENT50 $459,440-$52,953 $512,3931
BARBARA BIERER TRUSTEE12 $200,000-$0 $200,0001
ROBERT EVANS TRUSTEE5 $175,000-$0 $175,0001
WILLIAM S FARISH IV TRUSTEE8 $175,000-$0 $175,0001
JAMES L TULLIS TRUSTEE5 $175,000-$0 $175,0001
BENJAMIN POLAK TRUSTEE5 $175,000-$0 $175,0001
TRACEY BOLOTNICK GENERAL COUNSEL16 $120,000-$24,549 $144,5491
2022 · 7 people listed · 7 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL LEWIS PRESIDENT50 $424,000-$36,764 $460,7641
BARBARA BIERER TRUSTEE12 $200,000-$0 $200,0001
ROBERT EVANS TRUSTEE5 $175,000-$0 $175,0001
WILLIAM S FARISH IV TRUSTEE8 $175,000-$0 $175,0001
JAMES L TULLIS TRUSTEE5 $175,000-$0 $175,0001
BENJAMIN POLAK TRUSTEE5 $175,000-$0 $175,0001
TRACEY BOLOTNICK GENERAL COUNSEL12 $100,000-$48,607 $148,6071
2021 · 7 people listed · 7 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL LEWIS PRESIDENT50 $415,000-$29,388 $444,3881
BARBARA BIERER TRUSTEE12 $200,000-$0 $200,0001
ROBERT EVANS TRUSTEE5 $175,000-$0 $175,0001
WILLIAM S FARISH IV TRUSTEE8 $175,000-$0 $175,0001
JAMES L TULLIS TRUSTEE5 $175,000-$0 $175,0001
BENJAMIN POLAK TRUSTEE5 $175,000-$0 $175,0001
TRACEY BOLOTNICK GENERAL COUNSEL12 $85,000-$44,398 $129,3981
2020 · 8 people listed · 8 paid, $1.5M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL LEWIS PRESIDENT50 $385,360-$34,238 $419,5981
BARBARA BIERER TRUSTEE12 $200,000-$0 $200,0001
ROBERT EVANS TRUSTEE5 $175,000-$0 $175,0001
WILLIAM S FARISH IV TRUSTEE8 $175,000-$0 $175,0001
JAMES TULLIS TRUSTEE5 $175,000-$0 $175,0001
TRACEY BOLOTNICK GENERAL COUNSEL10 $88,500-$42,000 $130,5001
BENJAMIN POLAK TRUSTEE5 $118,639-$0 $118,6391
JEFFERSON TARR TRUSTEE8 $60,112-$0 $60,1121
2019 · 7 people listed · 7 paid, $1.3M
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL LEWIS PRESIDENT50 $425,360-$0 $425,3601
BARBARA BIERER TRUSTEE12 $200,000-$0 $200,0001
ROBERT EVANS TRUSTEE5 $175,000-$0 $175,0001
WILLIAM S FARISH IV TRUSTEE8 $175,000-$0 $175,0001
JEFFERSON TARR TRUSTEE8 $175,000-$0 $175,0001
TRACEY BOLOTNICK SECRETARY & GENERAL COUNSEL10 $110,000-$0 $110,0001
JAMES TULLIS TRUSTEE5 $29,327-$0 $29,3271

Highest-paid independent contractors

2024 · 3 contractors · $292K
NameLocationServicePaid
PARTNERS CAPITAL INVESTMENT GROUP LLPBOSTON, MAINVESTMENT MANAGEMENT$109,396
VITAL IMPACT LLCNEW YORK, NYACCOUNTING AND BOOKKEEPING SERVICES$97,740
EISNER ADVISORY GROUP LLCNEW YORK, NYTAX PREPARATION AND ADVISORY SERVICES$85,050
2023 · 3 contractors · $320K
NameLocationServicePaid
RUSSELL REYNOLDS ASSOCIATES INCNEW YORK, NYEXECUTIVE SEARCH CONSULTING$146,946
EISNER ADVISORY GROUP LLCNEW YORK, NYACCOUNTING$92,400
KIDDERBROOK GROUPCHATHAM, NJINVESTMENT CONSULTING$80,894
2022 · 1 contractor · $60K
NameLocationServicePaid
EISNER ADVISORY GROUP LLCNEW YORK, NYACCOUNTING$59,850
2021 · 1 contractor · $85K
NameLocationServicePaid
EISNER ADVISORY GROUP LLCNEW YORK, NYACCOUNTING$85,480
2020 · 1 contractor · $87K
NameLocationServicePaid
EISNERAMPER LLPNEW YORK, NYACCOUNTING$87,360
2019 · 1 contractor · $125K
NameLocationServicePaid
ERNST & YOUNG LLPNEW YORK, NYACCOUNTING$125,248

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 44 grants to organizations · $14.2M
2023 · 38 grants to organizations · $12.0M
2022 · 43 grants to organizations · $16.0M
2021 · 34 grants to organizations · $13.5M
2020 · 35 grants to organizations · $20.1M
2019 · 33 grants to organizations · $8.4M

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2023 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 RUNXI RESEARCH PROGRAM Organization or other SANTA BARBARA, CA $50,000- Form 990PF Sch. B, 2023 · filing
2021 · 1 contributor · $200K
#ContributorTypeCity, stateTotalNoncashSource
1 RUNX1 RESEARCH PROGRAM Organization or other SANTA BARBARA, CA $200,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $150K
#ContributorTypeCity, stateTotalNoncashSource
1 RUNX1 RESEARCH PROGRAM Person SANTA BARBARA, CA $150,000- Form 990PF Sch. B, 2020 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Grants received from DAF sponsors and foundations

2 grants to this organization reported by other filers, $200,000 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2023RUNX1 FOUNDATIONPublic charity $50,000Research pship with EP Evansein view
2021RUNX1 FOUNDATIONPublic charity $150,000Research in partnership w EP Evans Fdnein view

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-11-30 · view filing · original 990 ↗
$40,569,164$25,010,311 $260,553,523$260,538,876 $130- $1,636,832--
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$12,049,432$20,969,974 $244,993,495$244,980,023 $50,000- $1,479,440--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$10,262,851$24,712,965 $253,917,323$253,900,565 -- $1,424,000--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$47,651,358$21,449,945 $268,369,192$268,350,679 $200,000- $1,400,000--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$13,916,833$27,135,097 $242,161,195$242,149,266 $150,000- $1,377,611--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
$18,192,454$16,261,050 $255,367,530$255,367,530 $0- $1,289,687--

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $25,010,311 spent · pay $1,725,670 · grants $14,223,125 · events $262,218
LineAs describedTotalShare
Contributions, gifts, grants paid $14,223,125 56.9%
Other expenses $6,650,724 26.6%
Pay: officers, directors, trustees $1,636,832 6.5%
Taxes $1,092,545 4.4%
Interest $732,779 2.9%
Travel, conferences and meetings $262,218 1.0%
Fees: accounting $182,790 0.7%
Fees: other professional $129,892 0.5%
Pension plans and employee benefits $88,838 0.4%
Occupancy $10,568 0.0%
Total$25,010,311100%

View the filing

2023 · Form 990PF · $20,969,974 spent · pay $1,585,670 · grants $12,042,240 · events $304,408
LineAs describedTotalShare
Contributions, gifts, grants paid $12,042,240 57.4%
Other expenses $5,925,018 28.3%
Pay: officers, directors, trustees $1,479,440 7.1%
Interest $701,842 3.3%
Travel, conferences and meetings $304,408 1.5%
Fees: other professional $227,840 1.1%
Fees: accounting $119,535 0.6%
Pension plans and employee benefits $106,230 0.5%
Taxes $63,421 0.3%
Total$20,969,974100%

View the filing

2022 · Form 990PF · $24,712,965 spent · pay $1,535,350 · grants $16,035,000 · events $323,254
LineAs describedTotalShare
Contributions, gifts, grants paid $16,035,000 64.9%
Other expenses $5,235,539 21.2%
Pay: officers, directors, trustees $1,424,000 5.8%
Taxes $909,470 3.7%
Interest $559,710 2.3%
Travel, conferences and meetings $323,254 1.3%
Pension plans and employee benefits $111,350 0.5%
Fees: accounting $84,642 0.3%
Fees: other professional $30,000 0.1%
Total$24,712,965100%

View the filing

2021 · Form 990PF · $21,449,945 spent · pay $1,496,833 · grants $13,485,160 · events $267,287
LineAs describedTotalShare
Contributions, gifts, grants paid $13,485,160 62.9%
Other expenses $5,566,985 26.0%
Pay: officers, directors, trustees $1,400,000 6.5%
Interest $398,807 1.9%
Travel, conferences and meetings $267,287 1.2%
Taxes $120,624 0.6%
Fees: accounting $108,119 0.5%
Pension plans and employee benefits $96,833 0.5%
Fees: other professional $5,050 0.0%
Fees: legal $1,080 0.0%
Total$21,449,945100%

View the filing

2020 · Form 990PF · $27,135,097 spent · pay $1,477,362 · grants $20,141,619 · events $70,536
LineAs describedTotalShare
Contributions, gifts, grants paid $20,141,619 74.2%
Other expenses $4,779,253 17.6%
Pay: officers, directors, trustees $1,377,611 5.1%
Interest $399,899 1.5%
Taxes $151,235 0.6%
Fees: accounting $115,193 0.4%
Pension plans and employee benefits $99,751 0.4%
Travel, conferences and meetings $70,536 0.3%
Total$27,135,097100%

View the filing

2019 · Form 990PF · $16,261,050 spent · pay $1,313,499 · grants $8,362,266 · events $93,764
LineAs describedTotalShare
Contributions, gifts, grants paid $8,362,266 51.4%
Other expenses $5,272,990 32.4%
Pay: officers, directors, trustees $1,289,687 7.9%
Taxes $505,585 3.1%
Interest $498,000 3.1%
Fees: accounting $148,530 0.9%
Travel, conferences and meetings $93,764 0.6%
Fees: other professional $65,839 0.4%
Pension plans and employee benefits $23,812 0.1%
Printing and publications $569 0.0%
Fees: legal $8 0.0%
Total$16,261,050100%

View the filing