STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

LPL FINANCIAL FOUNDATION INC

2024 · Form 990PF · revenue $3.3M · expenses $3.1M · assets $7.8M

EIN
27-4171978
Address
201 WASHINGTON STREET SUITE 300, BOSTON, MA 02108-4414
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2011
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

No one listed on these returns was paid.

Unpaid officers and directors · 34 people
NameLatest titleYearsOrganizations
Sara Dadyar Member Designee2024 1
Melissa Buchanan President2024 1
Vance Kirksey Board Chair2024 1
Brent Simonich Treasurer2022-2024 1
Tom Zgliniec Treasurer2022-2024 1
Taylor Denson Clerk2023-2024 1
Leslie Dunham Director2022-2024 1
Julian Lopez Director2024 1
Anne Howard Director2023-2024 1
Marc Potash Director2024 1
Tim Carter (former) President2020-2023 1
Risa Fitzgerald (former) Director2023 1
Sallie Larsen (former) Member Designee2020-2023 1
Matthew Morningstar (former) Clerk2023 1
Ane Perez (former) Director2023 1
Judy Ricketts (former) Director2022-2023 1
Kimberly Sweet (former) Director2021-2023 1
Cheryl Trinidad (former) Director2023 1
Thomas Zgliniec (former) Treasurer2023 1
Corinne Muller (former) CLERK2021-2022 1
Abbas Hassan (former) DIRECTOR2021-2022 1
Sheree Lovering (former) DIRECTOR2020-2022 1
Ryan Mcclain (former) DIRECTOR2021-2022 1
Matt Morningstar (former) DIRECTOR2022 1
Lety Nettles (former) DIRECTOR2021-2022 1
Scott Seese (former) TREASURER2020-2021 1
James Jenson (former) DIRECTOR2020-2021 1
Maisha Mahone (former) DIRECTOR2020-2021 1
Michelle Maxey (former) DIRECTOR2020-2021 1
Cleshelle Pearson (former) DIRECTOR2020-2021 1
Corinne Hawkins (former) CLERK2020 1
Francisco Campos (former) DIRECTOR2020 1
Deanna Moss (former) DIRECTOR2020 1
Nancy Valencia (former) DIRECTOR2020 1

People by year

2024 · 10 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sara Dadyar Member Designee1 $0-$0 $01
Melissa Buchanan President1 $0-$0 $01
Vance Kirksey Board Chair1 $0-$0 $01
Brent Simonich Treasurer1 $0-$0 $01
Tom Zgliniec Treasurer1 $0-$0 $01
Taylor Denson Clerk1 $0-$0 $01
Leslie Dunham Director1 $0-$0 $01
Julian Lopez Director1 $0-$0 $01
Anne Howard Director1 $0-$0 $01
Marc Potash Director1 $0-$0 $01
2023 · 13 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Tim Carter President1 $0-$0 $01
Taylor Denson Assistant Clerk1 $0-$0 $01
Leslie Dunham Director1 $0-$0 $01
Risa Fitzgerald Director1 $0-$0 $01
Anne Howard Director1 $0-$0 $01
Sallie Larsen Member Designee1 $0-$0 $01
Matthew Morningstar Clerk1 $0-$0 $01
Ane Perez Director1 $0-$0 $01
Judy Ricketts Director1 $0-$0 $01
Brent Simonich Treasurer1 $0-$0 $01
Kimberly Sweet Director1 $0-$0 $01
Cheryl Trinidad Director1 $0-$0 $01
Thomas Zgliniec Treasurer1 $0-$0 $01
2022 · 13 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIM CARTER PRESIDENT1 $0-$0 $01
CORINNE MULLER CLERK1 $0-$0 $01
BRENT SIMONICH TREASURER1 $0-$0 $01
TOM ZGLINIEC TREASURER1 $0-$0 $01
LESLIE DUNHAM DIRECTOR1 $0-$0 $01
ABBAS HASSAN DIRECTOR1 $0-$0 $01
SALLIE LARSEN DIRECTOR1 $0-$0 $01
SHEREE LOVERING DIRECTOR1 $0-$0 $01
RYAN MCCLAIN DIRECTOR1 $0-$0 $01
MATT MORNINGSTAR DIRECTOR1 $0-$0 $01
LETY NETTLES DIRECTOR1 $0-$0 $01
JUDY RICKETTS DIRECTOR1 $0-$0 $01
KIMBERLY SWEET DIRECTOR1 $0-$0 $01
2021 · 13 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIM CARTER PRESIDENT1 $0-$0 $01
CORINNE MULLER CLERK1 $0-$0 $01
SHEREE LOVERING TREASURER1 $0-$0 $01
SCOTT SEESE TREASURER1 $0-$0 $01
ABBAS HASSAN DIRECTOR1 $0-$0 $01
JAMES JENSON DIRECTOR1 $0-$0 $01
SALLIE LARSEN DIRECTOR1 $0-$0 $01
MAISHA MAHONE DIRECTOR1 $0-$0 $01
MICHELLE MAXEY DIRECTOR1 $0-$0 $01
RYAN MCCLAIN DIRECTOR1 $0-$0 $01
LETY NETTLES DIRECTOR1 $0-$0 $01
CLESHELLE PEARSON DIRECTOR1 $0-$0 $01
KIMBERLY SWEET DIRECTOR1 $0-$0 $01
2020 · 12 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIM CARTER PRESIDENT1 $0-$0 $01
CORINNE HAWKINS CLERK1 $0-$0 $01
SCOTT SEESE TREASURER1 $0-$0 $01
SALLIE LARSEN DIRECTOR1 $0-$0 $01
FRANCISCO CAMPOS DIRECTOR1 $0-$0 $01
DEANNA MOSS DIRECTOR1 $0-$0 $01
MICHELLE MAXEY DIRECTOR1 $0-$0 $01
JAMES JENSON DIRECTOR1 $0-$0 $01
NANCY VALENCIA DIRECTOR1 $0-$0 $01
CLESHELLE PEARSON DIRECTOR1 $0-$0 $01
MAISHA MAHONE DIRECTOR1 $0-$0 $01
SHEREE LOVERING DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $688K
NameLocationServicePaid
LPL FINANCIAL INCBoston, MAmanagement services$688,413
2023 · 1 contractor · $423K
NameLocationServicePaid
LPL FINANCIAL INCboston, MAmanagement services$422,602
2022 · 1 contractor · $317K
NameLocationServicePaid
LPL FINANCIAL INCBOSTON, MAMANAGEMENT SERVICES$317,120
2021 · 1 contractor · $300K
NameLocationServicePaid
LPL FINANCIAL INCBOSTON, MAMANAGEMENT SERVICES$299,800
2020 · 1 contractor · $246K
NameLocationServicePaid
LPL FINANCIAL INCBOSTON, MAMANAGEMENT SERVICES$245,735

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 · 55 grants to organizations · $2.3M
2023 · 187 grants to organizations · $2.6M
2022 · 373 grants to organizations · $2.6M
2021 · 1,606 grants to organizations · $1.7M
2020 · 1,267 grants to organizations · $1.4M

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.

2024 · 2 contributors · $1.3M
#ContributorTypeCity, stateTotalNoncashSource
1 LPL FINANCIAL LLC Organization or other San Diego, CA $1,121,605- Form 990PF Sch. B, 2024 · filing
2 Avritek Organization or other San Diego, CA $168,047- Form 990PF Sch. B, 2024 · filing
2023 · 2 contributors · $1.9M
#ContributorTypeCity, stateTotalNoncashSource
1 LPL FINANCIAL LLC Organization or other CHARLOTTE, NC $1,840,315- Form 990PF Sch. B, 2023 · filing
2 Avritek Organization or other San Diego, CA $29,745- Form 990PF Sch. B, 2023 · filing
2022 · 2 contributors · $1.4M
#ContributorTypeCity, stateTotalNoncashSource
1 LPL FINANCIAL LLC Organization or other CHARLOTTE, NC $1,325,800- Form 990PF Sch. B, 2022 · filing
2 AVRITEK Organization or other SAN DIEGO, CA $87,134- Form 990PF Sch. B, 2022 · filing
2020 · 3 contributors · $2.1M
#ContributorTypeCity, stateTotalNoncashSource
1 LPL FINANCIAL LLC Organization or other CHARLOTTE, NC $2,034,000- Form 990PF Sch. B, 2020 · filing
3 AVRITEK Organization or other SAN DIEGO, CA $24,446- Form 990PF Sch. B, 2020 · filing
2 MARITZ INC Organization or other FENTON, MO $17,275- 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.

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 2024-12-31 · view filing · original 990 ↗
$3,337,214$3,128,181 $7,786,256$7,786,256 $3,111,808- ---
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$3,559,025$3,001,915 $7,406,176$7,406,176 $3,432,718- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$3,219,302$2,880,951 $6,823,572$6,823,572 $3,191,198- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,809,077$2,010,990 $6,483,984$6,483,984 $1,808,310- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,814,839$1,642,724 $6,680,438$6,680,438 $3,813,043- $0--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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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 · $3,128,181 spent · pay $0 · grants $2,332,606 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,332,606 74.6%
Other expenses $773,125 24.7%
Fees: accounting $21,000 0.7%
Taxes $1,450 0.0%
Total$3,128,181100%

View the filing

2023 · Form 990PF · $3,001,915 spent · pay $0 · grants $2,574,419 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,574,419 85.8%
Other expenses $422,602 14.1%
Fees: accounting $4,000 0.1%
Taxes $894 0.0%
Total$3,001,915100%

View the filing

2022 · Form 990PF · $2,880,951 spent · pay $0 · grants $2,558,435 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,558,435 88.8%
Other expenses $318,055 11.0%
Fees: accounting $3,950 0.1%
Taxes $511 0.0%
Total$2,880,951100%

View the filing

2021 · Form 990PF · $2,010,990 spent · pay $0 · grants $1,706,340 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,706,340 84.9%
Other expenses $299,800 14.9%
Fees: accounting $3,850 0.2%
Taxes $1,000 0.0%
Total$2,010,990100%

View the filing

2020 · Form 990PF · $1,642,724 spent · pay $0 · grants $1,394,790 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,394,790 84.9%
Other expenses $247,141 15.0%
Taxes $793 0.0%
Total$1,642,724100%

View the filing