STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

DULUTH SUPERIOR AREA COMMUNITY FOUNDATION INC DAF sponsor

2024 · Form 990 · revenue $6.4M · expenses $7.1M · assets $118.0M

Also known as
BOREAL WATERS COMMUNITY FOUNDATION
EIN
41-1429402
Address
324 W SUPERIOR ST STE 700, DULUTH, MN 55802-1721
Website
WWW.DSACOMMUNITYFOUNDATION.COM
NTEE code
T310
Subsection
501(c)(3)
Ruling year
1982
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

WE UNITE PEOPLE AND RESOURCES, DRIVING BOLD ACTION TO CREATE LASTING IMPACT FOR A BRIGHTER TOMORROW.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

7 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
Shaun Floerke PRESIDENT/CEO2021-2024 $210,833$724,044 1
Paige Freese FINANCE DIRECTOR2023-2024 $95,553$179,685 1
David Montgomery TREASURER (THRU NOVEMBER)2015-2024 $0$91,640 1
Holly Sampson (former) PRESIDENT - THRU JUNE2010-2020 $152,247$1,789,409 1
Michelle Wallerstein (former) FINANCE DIRECTOR2020-2021 $105,355$203,877 5
Michele Wallerstein (former) FINANCE DIRECTOR (TERMED 7/22)2022 $75,137$75,137 5
Paige Bramstedt (former) INTERIM FINANCE DIRECTOR2022 $41,144$41,144 1
Unpaid officers and directors · 50 people
NameLatest titleYearsOrganizations
Aileen Beard TRUSTEE2024 2
Patrick Heffernan SECRETARY2021-2024 3
Kerstyn Hendricks CHAIR2020-2024 1
Joscelyn Skandel CHAIR (THRU MARCH)2019-2024 1
Katelyn Baumann VICE CHAIR2022-2024 1
Matt Vaillant TREASURER2024 1
Moira Villiard SECRETARY (THRU JUNE)2023-2024 1
Brenda Brannan TRUSTEE (THRU MARCH)2018-2024 1
Lee Jensen Bujold TRUSTEE2023-2024 1
Jeff Corey TRUSTEE2023-2024 6
Fred Friedman TRUSTEE2022-2024 1
Angela Gilbertson TRUSTEE2024 1
Sakib Mahmud TRUSTEE2023-2024 1
Peter Pfankuch TRUSTEE2024 1
Heidi Sigfrids TRUSTEE2024 1
Sandra Wright TRUSTEE2019-2024 1
Julian Zebot TRUSTEE2024 1
Koresh Lakhan (former) VICE CHAIR (THRU JUNE 2023)2019-2023 1
Nels Ojard (former) TRUSTEE (THRU MAY 2023)2016-2023 1
Jane Vogt (former) TRUSTEE (THRU JUNE 2023)2023 1
Daniel Lew (former) SECRETARY (TERMED 1/22)2016-2022 1
Wendy Meierhoff-Aldrich (former) TRUSTEE (TERMED 6/22)2018-2022 1
James Zastrow (former) TRUSTEE (TERMED 6/22)2011-2022 2
David Kropid (former) CHAIR (THRU MAY)2014-2021 1
Bethany Owen (former) SECRETARY, VICE CHAIR (THRU MAY)2012-2021 1
Bhupesh Pattni (former) TRUSTEE (THRU MAY)2020-2021 1
Teresa O'Toole (former) SECRETARY (THRU APRIL)2017-2019 4
Suzanne Blank (former) TRUSTEE2017-2019 1
Branden H Robinson (former) TRUSTEE (THRU APRIL)2013-2019 1
Robin Washington (former) TRUSTEE (THRU APRIL)2016-2019 1
Anthony C Yung (former) TRUSTEE (THRU APRIL)2013-2019 1
Renee Wachter (former) TRUSTEE (THRU APRIL)2012-2018 20
Scott Lyons (former) TRUSTEE (THRU APRIL)2015-2018 4
Melanie Goldish (former) TRUSTEE (THRU APRIL)2015-2018 1
Marlene David (former) TRUSTEE2011-2016 4
Claudia Scott Welty (former) PAST chair2010-2016 1
Daniel Nikcevich Md (former) TRUSTEE2014-2015 13
Philip Rolle (former) TRUSTEE2014-2015 2
amY KURONEN (former) VICE CHAIR/SECRETARY2010-2015 1
Ryan Boman (former) TRUSTEE2010-2015 1
Arend Sandbulte (former) TRUSTEE2010-2015 1
Mia Thibodeau (former) TRUSTEE2010-2015 2
Jennifer Carey (former) TRUSTEE2010-2014 1
Howard Klatzky (former) SECRETARY2010-2013 7
Phillip Rolle (former) TREASURER2010-2013 1
Lyle Northey (former) IMMEDIATE PAST CHAIR2010-2012 1
Leroy Kolquist (former) TREASURER2010-2011 1
Donald Wallgren (former) IMMEDIATE PAST CHAIR2010 1
Fariba Pendleton (former) TRUSTEE2010 1
David Nasby (former) TRUSTEE2010 1

People by year

2024 · 20 people listed · 2 paid, $306K · 14 employees · 240 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAUN FLOERKE PRESIDENT/CEO40 $160,958$0$49,875 $210,8331
PAIGE FREESE FINANCE DIRECTOR40 $80,404$0$15,149 $95,5531
KERSTYN HENDRICKS CHAIR1 $0$0$0 $01
JOSCELYN SKANDEL CHAIR (THRU MARCH)1 $0$0$0 $01
KATELYN BAUMANN VICE CHAIR1 $0$0$0 $01
MATT VAILLANT TREASURER1 $0$0$0 $01
DAVID MONTGOMERY TREASURER (THRU NOVEMBER)1 $0$0$0 $01
PATRICK HEFFERNAN SECRETARY1 $0$0$0 $03
MOIRA VILLIARD SECRETARY (THRU JUNE)1 $0$0$0 $01
AILEEN BEARD TRUSTEE1 $0$0$0 $02
BRENDA BRANNAN TRUSTEE (THRU MARCH)1 $0$0$0 $01
LEE JENSEN BUJOLD TRUSTEE1 $0$0$0 $01
JEFF COREY TRUSTEE1 $0$0$0 $06
FRED FRIEDMAN TRUSTEE1 $0$0$0 $01
ANGELA GILBERTSON TRUSTEE1 $0$0$0 $01
SAKIB MAHMUD TRUSTEE1 $0$0$0 $01
PETER PFANKUCH TRUSTEE1 $0$0$0 $01
HEIDI SIGFRIDS TRUSTEE1 $0$0$0 $01
SANDRA WRIGHT TRUSTEE1 $0$0$0 $01
JULIAN ZEBOT TRUSTEE1 $0$0$0 $01
2023 · 17 people listed · 2 paid, $262K · 13 employees · 240 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAUN FLOERKE PRESIDENT/CEO40 $151,569$0$26,280 $177,8491
PAIGE FREESE FINANCE DIRECTOR40 $75,419$0$8,713 $84,1321
JOSCELYN SKANDEL CHAIR1 $0$0$0 $01
KERSTYN HENDRICKS VICE CHAIR1 $0$0$0 $01
KORESH LAKHAN VICE CHAIR (THRU JUNE 2023)1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
MOIRA VILLIARD SECRETARY1 $0$0$0 $01
KATELYN BAUMANN TRUSTEE1 $0$0$0 $01
BRENDA BRANNAN TRUSTEE1 $0$0$0 $01
LEE JENSEN BUJOLD TRUSTEE1 $0$0$0 $01
JEFF COREY TRUSTEE1 $0$0$0 $06
FRED FRIEDMAN TRUSTEE1 $0$0$0 $01
PATRICK HEFFERNAN TRUSTEE1 $0$0$0 $03
SAKIB MAHMUD TRUSTEE1 $0$0$0 $01
NELS OJARD TRUSTEE (THRU MAY 2023)1 $0$0$0 $01
JANE VOGT TRUSTEE (THRU JUNE 2023)1 $0$0$0 $01
SANDRA WRIGHT TRUSTEE1 $0$0$0 $01
2022 · 16 people listed · 3 paid, $284K · 14 employees · 240 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAUN FLOERKE PRESIDENT/CEO40 $164,609$0$3,576 $168,1851
MICHELE WALLERSTEIN FINANCE DIRECTOR (TERMED 7/22)40 $65,326$0$9,811 $75,1375
PAIGE BRAMSTEDT INTERIM FINANCE DIRECTOR40 $38,525$0$2,619 $41,1441
JOSCELYN SKANDEL CHAIR1 $0$0$0 $01
KORESH LAKHAN VICE CHAIR1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
BRENDA BRANNAN INTERIM TREASURER1 $0$0$0 $01
KERSTYN HENDRICKS SECRETARY1 $0$0$0 $01
DANIEL LEW SECRETARY (TERMED 1/22)1 $0$0$0 $01
KATELYN BAUMANN TRUSTEE1 $0$0$0 $01
FRED FRIEDMAN TRUSTEE1 $0$0$0 $01
PATRICK HEFFERNAN TRUSTEE1 $0$0$0 $03
WENDY MEIERHOFF-ALDRICH TRUSTEE (TERMED 6/22)1 $0$0$0 $01
NELS OJARD TRUSTEE1 $0$0$0 $01
SANDRA WRIGHT TRUSTEE1 $0$0$0 $01
JAMES ZASTROW TRUSTEE (TERMED 6/22)1 $0$0$0 $02
2021 · 16 people listed · 2 paid, $273K · 15 employees · 240 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHAUN FLOERKE PRESIDENT/CEO40 $159,337$0$7,840 $167,1771
MICHELLE WALLERSTEIN FINANCE DIRECTOR40 $89,303$0$16,052 $105,3555
JOSCELYN SKANDEL CHAIR1 $0$0$0 $01
DAVID KROPID CHAIR (THRU MAY)1 $0$0$0 $01
KORESH LAKHAN VICE CHAIR1 $0$0$0 $01
BETHANY OWEN SECRETARY, VICE CHAIR (THRU MAY)1 $0$0$0 $01
DANIEL LEW SECRETARY1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
BRENDA BRANNAN INTERIM TREASURER1 $0$0$0 $01
PATRICK HEFFERNAN TRUSTEE1 $0$0$0 $03
KERSTYN HENDRICKS TRUSTEE1 $0$0$0 $01
WENDY MEIERHOFF-ALDRICH TRUSTEE1 $0$0$0 $01
NELS OJARD TRUSTEE1 $0$0$0 $01
BHUPESH PATTNI TRUSTEE (THRU MAY)1 $0$0$0 $01
SANDRA WRIGHT TRUSTEE1 $0$0$0 $01
JAMES ZASTROW TRUSTEE1 $0$0$0 $02
2020 · 14 people listed · 3 paid, $342K · 14 employees · 176 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT - THRU JUNE40 $132,686$0$19,561 $152,2471
MICHELLE WALLERSTEIN FINANCE DIRECTOR40 $81,603$0$16,919 $98,5225
DAVID MONTGOMERY TREASURER, INTERIM PRESIDENT1 $91,640$0$0 $91,6401
DAVID KROPID CHAIR1 $0$0$0 $01
BETHANY OWEN SECRETARY, VICE CHAIR1 $0$0$0 $01
BRENDA BRANNAN INTERIM TREASURER1 $0$0$0 $01
KERSTYN HENDRICKS TRUSTEE1 $0$0$0 $01
KORESH LAKHAN TRUSTEE1 $0$0$0 $01
DANIEL LEW TRUSTEE1 $0$0$0 $01
WENDY MEIERHOFF-ALDRICH TRUSTEE1 $0$0$0 $01
NELS OJARD TRUSTEE1 $0$0$0 $01
BHUPESH PATTNI TRUSTEE1 $0$0$0 $01
JOSCELYN SKANDEL TRUSTEE1 $0$0$0 $01
SANDRA WRIGHT TRUSTEE1 $0$0$0 $01
2019 · 16 people listed · 1 paid, $199K · 14 employees · 235 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $167,769$0$31,483 $199,2521
DAVID KROPID CHAIR1 $0$0$0 $01
BETHANY OWEN SECRETARY, VICE CHAIR1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
TERESA O'TOOLE SECRETARY (THRU APRIL)1 $0$0$0 $04
SUZANNE BLANK TRUSTEE1 $0$0$0 $01
BRENDA BRANNAN TRUSTEE1 $0$0$0 $01
KORESH LAKHAN TRUSTEE1 $0$0$0 $01
DANIEL LEW TRUSTEE1 $0$0$0 $01
WENDY MEIERHOFF-ALDRICH TRUSTEE1 $0$0$0 $01
NELS OJARD TRUSTEE1 $0$0$0 $01
BRANDEN H ROBINSON TRUSTEE (THRU APRIL)1 $0$0$0 $01
JOSCELYN SKANDEL TRUSTEE1 $0$0$0 $01
ROBIN WASHINGTON TRUSTEE (THRU APRIL)1 $0$0$0 $01
SANDRA WRIGHT TRUSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE (THRU APRIL)1 $0$0$0 $01
2018 · 17 people listed · 1 paid, $186K · 13 employees · 240 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $160,222$0$26,069 $186,2911
SUZANNE BLANK TRUSTEE1 $0$0$0 $01
BRENDA BRANNAN TRUSTEE1 $0$0$0 $01
MELANIE GOLDISH TRUSTEE (THRU APRIL)1 $0$0$0 $01
DANIEL LEW TRUSTEE1 $0$0$0 $01
SCOTT LYONS TRUSTEE (THRU APRIL)1 $0$0$0 $04
WENDY MEIERHOFF-ALDRICH TRUSTEE1 $0$0$0 $01
NELS OJARD TRUSTEE1 $0$0$0 $01
BRANDEN H ROBINSON TRUSTEE1 $0$0$0 $01
RENEE WACHTER TRUSTEE (THRU APRIL)1 $0$0$0 $020
ROBIN WASHINGTON TRUSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE1 $0$0$0 $01
DAVID KROPID CHAIR1 $0$0$0 $01
JAMES ZASTROW CHAIR (THRU APRIL)1 $0$0$0 $02
BETHANY OWEN SECRETARY, VICE CHAIR1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
TERESA O'TOOLE SECRETARY1 $0$0$0 $04
2017 · 15 people listed · 1 paid, $178K · 12 employees · 242 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $155,821$0$22,492 $178,3131
ROBIN WASHINGTON TRUSTEE1 $0$0$0 $01
SUZANNE BLANK TRUSTEE1 $0$0$0 $01
NELS OJARD TRUSTEE1 $0$0$0 $01
DANIEL LEW TRUSTEE1 $0$0$0 $01
RENEE WACHTER TRUSTEE1 $0$0$0 $020
BRANDEN H ROBINSON TRUSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE1 $0$0$0 $01
MELANIE GOLDISH TRUSTEE1 $0$0$0 $01
SCOTT LYONS TRUSTEE1 $0$0$0 $04
TERESA O'TOOLE TRUSTEE1 $0$0$0 $04
JAMES ZASTROW CHAIR1 $0$0$0 $02
BETHANY OWEN VICE CHAIR1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
DAVID KROPID SECRETARY1 $0$0$0 $01
2016 · 15 people listed · 1 paid, $167K · 13 employees · 242 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $151,489$0$15,738 $167,2271
ROBIN WASHINGTON TRUSTEE1 $0$0$0 $01
MARLENE DAVID TRUSTEE1 $0$0$0 $04
NELS OJARD TRUSTEE1 $0$0$0 $01
DANIEL LEW TRUSTEE1 $0$0$0 $01
RENEE WACHTER TRUSTEE1 $0$0$0 $020
branden h robinson truSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE1 $0$0$0 $01
MELANIE GOLDISH truSTEE1 $0$0$0 $01
SCOTT LYONS TRUSTEE1 $0$0$0 $04
JAMES ZASTROW CHAIR1 $0$0$0 $02
BETHANY OWEN VICE CHAIR1 $0$0$0 $01
CLAUDIA SCOTT WELTY PAST chair1 $0$0$0 $01
DAVID MONTGOMERY TREASURER1 $0$0$0 $01
DAVID KROPID SECRETARY1 $0$0$0 $01
2015 · 18 people listed · 1 paid, $163K · 11 employees · 242 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $147,086$0$15,877 $162,9631
CLAUDIA SCOTT WELTY chair1 $0$0$0 $01
amY KURONEN VICE CHAIR/SECRETARY1 $0$0$0 $01
JAMES ZASTROW VICE CHAIR/SECRETARY1 $0$0$0 $02
BETHANY OWEN treASURER1 $0$0$0 $01
PHILIP ROLLE TRUSTEE1 $0$0$0 $02
RYAN BOMAN TRUSTEE1 $0$0$0 $01
MARLENE DAVID TRUSTEE1 $0$0$0 $04
AREND SANDBULTE TRUSTEE1 $0$0$0 $01
DAVID KROPID TRUSTEE1 $0$0$0 $01
DANIEL NIKCEVICH TRUSTEE1 $0$0$0 $013
MIA THIBODEAU TRUSTEE1 $0$0$0 $02
RENEE WACHTER TRUSTEE1 $0$0$0 $020
branden h robinson truSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE1 $0$0$0 $01
MELANIE GOLDISH truSTEE1 $0$0$0 $01
SCOTT LYONS TRUSTEE1 $0$0$0 $04
DAVID MONTGOMERY TRUSTEE1 $0$0$0 $01
2014 · 16 people listed · 1 paid, $168K · 11 employees · 242 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $142,375$0$25,975 $168,3501
CLAUDIA SCOTT WELTY CHAIR1 $0$0$0 $01
AMY KURONEN VICE CHAIR1 $0$0$0 $01
JAMES ZASTROW SECRETARY1 $0$0$0 $02
BETHANY OWEN TREASURER1 $0$0$0 $01
PHILIP ROLLE TRUSTEE1 $0$0$0 $02
RYAN BOMAN TRUSTEE1 $0$0$0 $01
MARLENE DAVID TRUSTEE1 $0$0$0 $04
AREND SANDBULTE TRUSTEE1 $0$0$0 $01
DAVID KROPID TRUSTEE1 $0$0$0 $01
DANIEL NIKCEVICH TRUSTEE1 $0$0$0 $013
MIA THIBODEAU TRUSTEE1 $0$0$0 $02
RENEE WACHTER TRUSTEE1 $0$0$0 $020
BRANDEN H ROBINSON TRUSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE1 $0$0$0 $01
JENNIFER CAREY TRUSTEE1 $0$0$0 $01
2013 · 15 people listed · 1 paid, $159K · 11 employees · 270 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $134,034$0$25,133 $159,1671
CLAUDIA SCOTT WELTY CHAIR1 $0$0$0 $01
AMY KURONEN VICE CHAIR1 $0$0$0 $01
HOWARD KLATZKY SECRETARY1 $0$0$0 $07
PHILLIP ROLLE TREASURER1 $0$0$0 $01
JENNIFER CAREY IMMEDIATE PAST CHAIR1 $0$0$0 $01
RYAN BOMAN TRUSTEE1 $0$0$0 $01
MARLENE DAVID TRUSTEE1 $0$0$0 $04
AREND SANDBULTE TRUSTEE1 $0$0$0 $01
JAMES ZASTROW TRUSTEE1 $0$0$0 $02
BETHANY OWEN TRUSTEE1 $0$0$0 $01
MIA THIBODEAU TRUSTEE1 $0$0$0 $02
RENEE WACHTER TRUSTEE1 $0$0$0 $020
BRANDEN H ROBINSON TRUSTEE1 $0$0$0 $01
ANTHONY C YUNG TRUSTEE1 $0$0$0 $01
2012 · 14 people listed · 1 paid, $145K · 11 employees · 270 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $130,000$0$14,714 $144,7141
MARLENE DAVID TRUSTEE1 $0$0$0 $04
LYLE NORTHEY IMMEDIATE PAST CHAIR1 $0$0$0 $01
RYAN BOMAN TRUSTEE1 $0$0$0 $01
JENNIFER CAREY CHAIR1 $0$0$0 $01
PHILLIP ROLLE TRUSTEE1 $0$0$0 $01
AREND SANDBULTE TRUSTEE1 $0$0$0 $01
HOWARD KLATZKY SECRETARY1 $0$0$0 $07
AMY KURONEN TREASURER1 $0$0$0 $01
JAMES ZASTROW TRUSTEE1 $0$0$0 $02
CLAUDIA SCOTT WELTY VICE CHAIR1 $0$0$0 $01
BETHANY OWEN TRUSTEE1 $0$0$0 $01
MIA THIBODEAU TRUSTEE1 $0$0$0 $02
RENEE WACHTER TRUSTEE1 $0$0$0 $020
2011 · 13 people listed · 1 paid, $140K · 10 employees · 270 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $126,021$0$13,786 $139,8071
MARLENE DAVID TRUSTEE1 $0$0$0 $04
LYLE NORTHEY IMMEDIATE PAST CHAIR1 $0$0$0 $01
RYAN BOMAN TRUSTEE1 $0$0$0 $01
JENNIFER CAREY CHAIR1 $0$0$0 $01
PHILLIP ROLLE TRUSTEE1 $0$0$0 $01
AREND SANDBULTE TRUSTEE1 $0$0$0 $01
HOWARD KLATZKY VICE CHAIR1 $0$0$0 $07
LEROY KOLQUIST TREASURER1 $0$0$0 $01
JAMES ZASTROW TRUSTEE1 $0$0$0 $02
CLAUDIA SCOTT WELTY SECRETARY1 $0$0$0 $01
AMY KURONEN TRUSTEE1 $0$0$0 $01
MIA THIBODEAU TRUSTEE1 $0$0$0 $02
2010 · 14 people listed · 1 paid, $131K · 9 employees · 270 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HOLLY SAMPSON PRESIDENT40 $118,813$0$12,265 $131,0781
DONALD WALLGREN IMMEDIATE PAST CHAIR- $0$0$0 $01
LYLE NORTHEY CHAIR- $0$0$0 $01
RYAN BOMAN TRUSTEE- $0$0$0 $01
JENNIFER CAREY VICE CHAIR- $0$0$0 $01
PHILLIP ROLLE TRUSTEE- $0$0$0 $01
AREND SANDBULTE TRUSTEE- $0$0$0 $01
HOWARD KLATZKY SECRETARY- $0$0$0 $07
LEROY KOLQUIST TREASURER- $0$0$0 $01
FARIBA PENDLETON TRUSTEE- $0$0$0 $01
DAVID NASBY TRUSTEE- $0$0$0 $01
CLAUDIA SCOTT WELTY TRUSTEE- $0$0$0 $01
AMY HUNT KURONEN TRUSTEE- $0$0$0 $01
MIA THIBODEAU TRUSTEE- $0$0$0 $02

Highest-paid independent contractors

No independent contractors reported.

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 · 136 grants to organizations · $4.2M

Listed grants add up to $4,226,669; the return's “grants paid” expense line says $5,417,464. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 93 grants to organizations · $1.5M

Listed grants add up to $1,538,780; the return's “grants paid” expense line says $2,326,780. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 98 grants to organizations · $2.6M

Listed grants add up to $2,580,367; the return's “grants paid” expense line says $3,793,353. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 92 grants to organizations · $1.9M

Listed grants add up to $1,946,453; the return's “grants paid” expense line says $2,682,242. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 133 grants to organizations · $2.0M

Listed grants add up to $2,040,382; the return's “grants paid” expense line says $2,812,030. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 95 grants to organizations · $1.5M

Listed grants add up to $1,508,618; the return's “grants paid” expense line says $2,480,482. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 108 grants to organizations · $1.6M

Listed grants add up to $1,645,121; the return's “grants paid” expense line says $2,377,422. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 105 grants to organizations · $1.5M

Listed grants add up to $1,530,384; the return's “grants paid” expense line says $2,256,207. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 88 grants to organizations · $2.7M

Listed grants add up to $2,729,807; the return's “grants paid” expense line says $3,695,812. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 46 grants to organizations · $545K

Listed grants add up to $545,154; the return's “grants paid” expense line says $1,897,888. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 82 grants to organizations · $1.1M

Listed grants add up to $1,137,171; the return's “grants paid” expense line says $1,833,391. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 65 grants to organizations · $1.3M

Listed grants add up to $1,284,367; the return's “grants paid” expense line says $2,142,021. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 70 grants to organizations · $1.2M

Listed grants add up to $1,187,853; the return's “grants paid” expense line says $1,860,658. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 80 grants to organizations · $1.2M

Listed grants add up to $1,187,914; the return's “grants paid” expense line says $1,855,591. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 62 grants to organizations · $775K

Listed grants add up to $774,936; the return's “grants paid” expense line says $1,459,680. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

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

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Grants received from DAF sponsors and foundations

61 grants to this organization reported by other filers, $2,053,931 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
2024FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $102,541For grant recipient's exempt purposesein view
2024GOLDEN BEAR FOUNDATIONPublic charity $50,000CONTRIBUTION TO FOUNDATION TO FURTHER THE ORGANIZATION'S MISSION.ein view
2024WOMENS FOUNDATION OF MINNESOTADAF sponsor $25,000Designated to the Apostle Islands Area Community Fundein view
2024THIELEN FOUNDATION INCPublic charity $25,000HAM FAMILY SCHOLARSHIP FUNDein view
2024DONOR ADVISED CHARITABLE GIVINGDAF sponsor $11,500PUBLIC, SOCIETAL BENEFITein view
2024SAINT PAUL & MINNESOTA FOUNDATIONDAF sponsor $10,000MULTIPLE GRANTS FOR MULTIPLE PURPOSESein view
2023THE FUNDERS NETWORK INCPublic charity $30,000PPREPein view
2023DONOR ADVISED CHARITABLE GIVINGDAF sponsor $25,000PUBLIC, SOCIETAL BENEFITein view
2023MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCDAF sponsor $13,000UNRESTRICTED GENERAL SUPPORTein view
2023RANCH - TEAMMATES FOR LIFEPublic charity $10,000Provide modern hockey helmets to youth playing hockey that feature advanced head and brain protection.ein view
2023FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $9,455For grant recipient's exempt purposesein view
2022FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $115,100For grant recipient's exempt purposesein view
2022GOLDEN BEAR FOUNDATIONPublic charity $100,000GRANT TO THE DULUTH SUPERIOR FOUNDATION FOR ENDOWED PURPOSESein view
2022THE FUNDERS NETWORK INCPublic charity $22,250PPREPein view
2022MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCDAF sponsor $14,950UNRESTRICTED GENERAL SUPPORTein view
2022DONOR ADVISED CHARITABLE GIVINGDAF sponsor $11,700PUBLIC, SOCIETAL BENEFITein view
2022MIGHTYCAUSE CHARITABLE FOUNDATIONDAF sponsor $5,901UNRESTRICTEDein view
2021THE FUNDERS NETWORK INCPublic charity $77,250PPREPein view
2021ORDEAN FOUNDATIONPrivate foundation $50,000UNITY FUND - 2021 SUPPLEMENTAL GIVING FUND AND CRAWFORD AWARDname and state view
2021AMERICAN ONLINE GIVING FOUNDATION INCDAF sponsor $25,701GENERAL SUPPORTein view
2021DONOR ADVISED CHARITABLE GIVINGDAF sponsor $11,100PUBLIC, SOCIETAL BENEFITein view
2020SAINT PAUL & MINNESOTA FOUNDATIONDAF sponsor $100,000MULTIPLE PURPOSESein view
2020FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $36,450For grant recipient's exempt purposesein view
2020AMERICAN ONLINE GIVING FOUNDATION INCDAF sponsor $9,574GENERAL SUPPORTein view
2020THE FUNDERS NETWORK INCPublic charity $5,500PPREPein view
2020BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $250GENERAL SUPPORTname and state view
2019DULUTH BUILDERS EXCHANGEPublic charity $525,000ESTABLISHMENT OF THE DULUTH BUILDERS EXCHANGE LEGACY SCHOLARSHIP FUNDein view
2019THE FUNDERS NETWORK INCPublic charity $15,000PPREPein view
2019NATIONAL PHILANTHROPIC TRDAF sponsor $10,000PUBLIC, SOCIETAL BENEFITein view
2019MIGHTYCAUSE CHARITABLE FOUNDATIONDAF sponsor $5,490UNRESTRICTEDein view
2019INDIAN RIVER COMMUNITY FOUNDATIONDAF sponsor $5,000GENERAL OPERATINGein view
2018MINNEAPOLIS FOUNDATIONDAF sponsor $51,455THE BETTY W. & PETER M. ROGERS ADVISED FUNDein view
2018THE FUNDERS NETWORK INCPublic charity $50,000PPREPein view
2018DULUTH LIONS CLUB FOUNDATIONPublic charity $6,000ESTABLISH A SCHOLARSHIP FUNDein view
2017THE K FOUNDATIONPublic charity $6,400COMMUNITY FOUNDATIONein view
2016CHARITY BRIDGE FUNDDAF sponsor $20,619General Supportein view
2016AMY R AND PHILIP S GOLDMAN FOUNDATIONPrivate foundation $5,000AICPE DISASTER RELIEF FUNDname and state view
2015THE FUNDERS NETWORK INCPublic charity $45,000PPREPein view
2015CHARITY BRIDGE FUNDDAF sponsor $15,005Pass-through Contributionein view
2015MEMORIAL MEDICAL CENTER INCPublic charity $10,0002016 DISASTERein view
2015BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $1,500PROGRAM/OPERATING SUPPORTname and state view
2015BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $1,250PROGRAM/OPERATING SUPPORTname and state view
2015BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $750PROGRAM/OPERATING SUPPORTname and state view
2015BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $100PROGRAM/OPERATING SUPPORTname and state view
2014THE SEATTLE FOUNDATIONDAF sponsor $46,409A. SMITH FUND IN SUPPORT OF NATIVE AMERICAN TREATY RIGHTSein view
2014SAN ANTONIO AREA FOUNDATION GROUP RETURNDAF sponsor $36,010FOR GENERAL OPERATING EXPENSESein view
2014INDIAN RIVER COMMUNITY FOUNDATIONDAF sponsor $20,000GRANT PROGRAMein view
2014CHARITY BRIDGE FUNDDAF sponsor $16,618Pass-through Contributionein view
2014BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $3,500PROGRAM/OPERATING SUPPORTname and state view
2014BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $500PROGRAM/OPERATING SUPPORTname and state view
2014BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $500PROGRAM/OPERATING SUPPORTname and state view
2013SONOMA COUNTY COMMUNITY FOUNDATIONDAF sponsor $70,069TO ESTABLISH THE EQUINE THERAPY FUNDein view
2013MIGHTYCAUSE CHARITABLE FOUNDATIONDAF sponsor $35,075UNRESTRICTEDein view
2013THE FUNDERS NETWORK INCPublic charity $20,000PPREP WORKBOOKein view
2013INDIAN RIVER COMMUNITY FOUNDATIONDAF sponsor $10,000GRANT PROGRAMein view
2013BANK OF AMERICA CHARITABLE FOUNDATION INCPrivate foundation $500PROGRAM/OPERATING SUPPORTname and state view
2012SAINT PAUL & MINNESOTA FOUNDATIONDAF sponsor $30,000MULTIPLE GRANTS FOR MULTIPLE PURPOSESein view
2012MINNEAPOLIS FOUNDATIONDAF sponsor $22,000SUPPORT OF THE COOK COUNTY COMMUNITY FUNDein view
2012MIGHTYCAUSE CHARITABLE FOUNDATIONDAF sponsor $16,959unrestrictedein view
2012INDIAN RIVER COMMUNITY FOUNDATIONDAF sponsor $5,000GRANT PROGRAMein view
2010SAINT PAUL & MINNESOTA FOUNDATIONDAF sponsor $50,000MULTIPLE GRANTS FOR MULTIPLE PURPOSESein 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 990 period ending 2024-12-31 · view filing · original 990 ↗
$6,417,532$7,065,045 $118,006,182$110,269,486 $2,370,441$0 $306,38614240
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
-$3,259,349$3,953,430 $106,281,568$99,727,230 $5,974,789$0 $261,98113240
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$8,134,379$5,435,857 $89,696,300$83,695,300 $4,606,817$0 $284,46614240
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$11,039,912$3,990,376 $108,779,368$101,892,294 $6,454,949$0 $273,21215240
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$5,605,705$4,210,634 $93,106,016$86,741,204 $3,551,535$0 $243,02214176
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$5,862,131$3,904,374 $82,887,562$77,083,335 $3,900,012$0 $199,25314235
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$8,033,718$3,841,018 $69,292,781$64,174,237 $5,333,906$0 $186,29113240
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$5,073,788$3,690,175 $72,250,518$71,378,804 $2,962,773$0 $178,31212242
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$224,190$4,867,405 $63,973,810$61,290,715 $2,478,625$0 $167,22713242
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$6,259,071$3,115,348 $62,026,974$60,186,812 $5,790,877$0 $162,96311242
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$14,380,146$3,077,885 $60,958,936$59,131,408 $2,902,025$0 $168,35011242
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$8,827,455$3,271,237 $58,697,197$56,646,023 $2,875,286$0 $159,16711270
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$4,136,897$2,900,014 $53,678,765$51,797,253 $2,040,591$0 $144,71411270
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$3,796,761$2,921,364 $48,858,345$47,106,341 $1,647,361$0 $139,80710270
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$3,573,581$2,424,560 $51,800,410$49,966,147 $1,913,395$0 $131,0789270

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 990 · $7,065,045 spent · pay $995,687 · grants $5,417,464 · events $51,384
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,597,558$4,597,558-- 65.1%
Grants to US individuals $819,906$819,906-- 11.6%
Other salaries and wages $543,133$311,416$107,379$124,338 7.7%
Pay: officers, directors, trustees, key employees $306,386$175,655$60,582$70,149 4.3%
Fees: investment management $181,924-$181,924- 2.6%
Other (as described)DUES AND SUBSCRIPTIONS $65,467$37,847$12,800$14,820 0.9%
Fees: other services $65,348$49,166$5,833$10,349 0.9%
Other employee benefits $61,180$35,062$12,103$14,015 0.9%
Payroll taxes $54,480$31,256$10,762$12,462 0.8%
Other (as described)PRINTING AND MATERIALS $47,249$42,952$774$3,523 0.7%
Other (as described)EQUIPMENT MAINTENANCE $40,521$23,368$7,949$9,204 0.6%
Occupancy $40,384$23,120$8,247$9,017 0.6%
Depreciation and depletion $39,510$22,585$7,739$9,186 0.6%
Advertising and promotion $36,363$21,211$6,901$8,251 0.5%
Conferences, conventions and meetings $32,980$19,052$6,454$7,474 0.5%
Fees: accounting $30,835-$30,835- 0.4%
Pension plan contributions $30,508$17,484$6,035$6,989 0.4%
All other expenses $22,807$18,476$2,008$2,323 0.3%
Other (as described)PUBLIC EDUCATION MEETIN $18,183$12,694$2,544$2,945 0.3%
Office expenses $10,241$6,925$1,537$1,779 0.1%
Information technology $7,892$7,892-- 0.1%
Insurance $7,453$4,269$1,475$1,709 0.1%
Travel $2,673$2,673-- 0.0%
Fees: legal $2,064$1,032$1,032- 0.0%
Fundraising events Eventdirect expenses; gross income $4,210$18,404reported apart
Total$7,065,045100%

View the filing

2023 · Form 990 · $3,953,430 spent · pay $1,005,356 · grants $2,326,780 · events $53,930
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,872,275$1,872,275-- 47.4%
Other salaries and wages $574,267$320,279$125,165$128,823 14.5%
Grants to US individuals $454,505$454,505-- 11.5%
Pay: officers, directors, trustees, key employees $261,981$145,394$55,395$61,192 6.6%
Fees: investment management $153,859-$153,859- 3.9%
Other employee benefits $78,434$42,138$13,272$23,024 2.0%
Other (as described)DUES AND SUBSCRIPTIONS $60,989$34,060$8,977$17,952 1.5%
Fees: other services $57,708$49,625$5,169$2,914 1.5%
Payroll taxes $56,525$31,453$12,355$12,717 1.4%
Other (as described)PRINTING AND MATERIALS $47,820$35,325$1,176$11,319 1.2%
Other (as described)PUBLIC EDUCATION MEETIN $46,290$27,774$4,629$13,887 1.2%
Other (as described)EQUIPMENT MAINTENANCE $42,098$23,681$6,139$12,278 1.1%
Depreciation and depletion $41,691$22,929$6,254$12,508 1.1%
Occupancy $38,472$21,700$5,590$11,182 1.0%
Pension plan contributions $34,149$18,346$5,779$10,024 0.9%
Conferences, conventions and meetings $31,080$17,735$4,449$8,896 0.8%
Fees: accounting $30,590$22,943$7,647- 0.8%
All other expenses $28,170$23,804$1,456$2,910 0.7%
Office expenses $14,065$6,970$1,721$5,374 0.4%
Information technology $11,075$7,827$1,082$2,166 0.3%
Insurance $6,930$3,811$1,040$2,079 0.2%
Advertising and promotion $6,612$6,612-- 0.2%
Travel $3,715$3,715-- 0.1%
Fees: legal $130$65$65- 0.0%
Fundraising events Eventdirect expenses; gross income $6,095$22,850reported apart
Total$3,953,430100%

View the filing

2022 · Form 990 · $5,435,857 spent · pay $908,300 · grants $3,793,353 · events $19,203
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,946,903$2,946,903-- 54.2%
Grants to US individuals $846,450$846,450-- 15.6%
Other salaries and wages $461,993$252,271$76,241$133,481 8.5%
Pay: officers, directors, trustees, key employees $284,466$155,432$46,696$82,338 5.2%
Fees: other services $221,643$140,019$18,950$62,674 4.1%
Fees: investment management $134,630-$134,630- 2.5%
Other (as described)EQUIPMENT MAINTENANCE $93,752$53,936$13,272$26,544 1.7%
Other employee benefits $72,192$39,869$10,791$21,532 1.3%
Payroll taxes $56,421$29,193$11,765$15,463 1.0%
Depreciation and depletion $43,573$23,695$6,536$13,342 0.8%
Occupancy $37,631$23,711$4,640$9,280 0.7%
Information technology $35,893$20,357$5,168$10,368 0.7%
All other expenses $34,864$28,048$2,308$4,508 0.6%
Pension plan contributions $33,228$18,351$4,967$9,910 0.6%
Other (as described)PUBLIC EDUCATION MEETIN $25,115$13,085-$12,030 0.5%
Fees: accounting $23,475$11,738$11,737- 0.4%
Other (as described)PRINTING AND MATERIALS $22,044$12,046$122$9,876 0.4%
Conferences, conventions and meetings $19,203$10,590$2,871$5,742 0.4%
Other (as described)DUES AND SUBSCRIPTIONS $16,518$9,537$2,321$4,660 0.3%
Office expenses $11,846$8,865$982$1,999 0.2%
Insurance $7,024$4,103$986$1,935 0.1%
Advertising and promotion $4,399$4,399-- 0.1%
Fees: legal $1,300$650$650- 0.0%
Travel $1,294$1,278$3$13 0.0%
Total$5,435,857100%

View the filing

2021 · Form 990 · $3,990,376 spent · pay $880,572 · grants $2,682,242 · events $6,944
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,298,847$2,298,847-- 57.6%
Other salaries and wages $471,087$281,599$126,325$63,163 11.8%
Grants to US individuals $383,395$383,395-- 9.6%
Pay: officers, directors, trustees, key employees $273,212$159,362$77,374$36,476 6.8%
Other (as described)EQUIPMENT MAINTENANCE $100,236$48,638$42,438$9,160 2.5%
Fees: other services $60,655$31,213$1,431$28,011 1.5%
Other employee benefits $59,849$26,143$26,060$7,646 1.5%
Payroll taxes $53,564$32,022$14,361$7,181 1.3%
Fees: investment management $48,294-$48,294- 1.2%
Depreciation and depletion $43,015$15,968$22,692$4,355 1.1%
Occupancy $36,377$20,555$10,476$5,346 0.9%
All other expenses $31,189$27,155$2,012$2,022 0.8%
Pension plan contributions $22,860$9,986$9,954$2,920 0.6%
Fees: accounting $18,850$9,425$9,425- 0.5%
Other (as described)PUBLIC EDUCATION MEETIN $16,994$3,159$18$13,817 0.4%
Office expenses $16,662$6,317$2,697$7,648 0.4%
Other (as described)DUES AND SUBSCRIPTIONS $13,707$4,271$1,997$7,439 0.3%
Other (as described)PRINTING AND MATERIALS $11,850$897$37$10,916 0.3%
Fees: legal $8,376$4,188$4,188- 0.2%
Conferences, conventions and meetings $6,944$1,035$4,316$1,593 0.2%
Insurance $6,206$3,515$1,794$897 0.2%
Information technology $4,678$1,596$1,133$1,949 0.1%
Advertising and promotion $3,491$3,491-- 0.1%
Travel $38$5-$33 0.0%
Total$3,990,376100%

View the filing

2020 · Form 990 · $4,210,634 spent · pay $936,096 · grants $2,812,030 · events $1,152
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,457,230$2,457,230-- 58.4%
Other salaries and wages $543,571$357,318$120,266$65,987 12.9%
Grants to US individuals $354,800$354,800-- 8.4%
Pay: officers, directors, trustees, key employees $243,022$157,908$55,865$29,249 5.8%
Fees: other services $104,072$77,449$23,351$3,272 2.5%
Other (as described)EQUIPMENT $67,731$51,317$10,324$6,090 1.6%
Payroll taxes $59,803$39,280$13,263$7,260 1.4%
Other employee benefits $59,287$34,966$17,673$6,648 1.4%
Other (as described)PRINTING $48,459$46,399$0$2,060 1.2%
Fees: investment management $42,963-$42,963- 1.0%
Depreciation and depletion $41,172$24,902$10,637$5,633 1.0%
Occupancy $37,527$23,633$9,075$4,819 0.9%
All other expenses $32,090$26,006$4,826$1,258 0.8%
Pension plan contributions $30,413$17,937$9,066$3,410 0.7%
Fees: accounting $18,800$13,991$4,218$591 0.4%
Advertising and promotion $16,956$16,956-- 0.4%
Office expenses $12,938$9,953$1,465$1,520 0.3%
Other (as described)PUBLIC EDUCATION MEETIN $11,675$11,478$141$56 0.3%
Fees: legal $8,482$6,312$1,903$267 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $8,120$5,713$1,596$811 0.2%
Information technology $5,835$1,734$2,776$1,325 0.1%
Insurance $3,388$2,083$853$452 0.1%
Conferences, conventions and meetings $1,152$1,057-$95 0.0%
Travel $1,148$790$358- 0.0%
Total$4,210,634100%

View the filing

2019 · Form 990 · $3,904,374 spent · pay $901,328 · grants $2,480,482 · events $15,237
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,125,048$2,125,048-- 54.4%
Other salaries and wages $560,645$374,622$126,344$59,679 14.4%
Grants to US individuals $355,434$355,434-- 9.1%
Pay: officers, directors, trustees, key employees $199,253$132,716$45,236$21,301 5.1%
Fees: other services $109,323$96,443$10,068$2,812 2.8%
Other (as described)EQUIPMENT $71,567$57,139$10,270$4,158 1.8%
Other employee benefits $68,722$44,994$16,214$7,514 1.8%
Other (as described)PRINTING $61,115$58,761$57$2,297 1.6%
Payroll taxes $50,934$34,145$11,388$5,401 1.3%
Occupancy $45,346$30,832$10,059$4,455 1.2%
Fees: investment management $43,046-$43,046- 1.1%
Other (as described)PUBLIC EDUCATION MEETIN $38,960$37,772$893$295 1.0%
Advertising and promotion $28,171$28,171-- 0.7%
All other expenses $22,342$21,148$966$228 0.6%
Pension plan contributions $21,774$14,256$5,137$2,381 0.6%
Office expenses $19,435$15,225$2,110$2,100 0.5%
Fees: accounting $18,600$16,409$1,713$478 0.5%
Conferences, conventions and meetings $15,237$13,118$2,038$81 0.4%
Information technology $15,077$13,840$857$380 0.4%
Depreciation and depletion $12,438$7,955$3,108$1,375 0.3%
Other (as described)DUES AND SUBSCRIPTIONS $11,535$8,871$1,938$726 0.3%
Travel $4,365$4,312$5$48 0.1%
Insurance $3,477$2,286$825$366 0.1%
Fees: legal $2,530$2,232$233$65 0.1%
Total$3,904,374100%

View the filing

2018 · Form 990 · $3,841,018 spent · pay $823,531 · grants $2,377,422 · events $9,671
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,871,922$1,871,922-- 48.7%
Grants to US individuals $505,500$505,500-- 13.2%
Other salaries and wages $503,091$311,754$112,858$78,479 13.1%
Fees: other services $275,951$257,185$15,277$3,489 7.2%
Pay: officers, directors, trustees, key employees $186,291$115,398$41,803$29,090 4.9%
Other (as described)PRINTING $66,358$57,983$4,319$4,056 1.7%
Other employee benefits $65,179$40,285$14,651$10,243 1.7%
Other (as described)EQUIPMENT $60,377$44,264$8,853$7,260 1.6%
Payroll taxes $46,959$28,579$11,153$7,227 1.2%
Fees: investment management $43,174$43,174-- 1.1%
Other (as described)PUBLIC EDUCATION MEETIN $36,923$35,012$1,249$662 1.0%
Occupancy $36,794$23,971$7,638$5,185 1.0%
All other expenses $22,589$21,892$509$188 0.6%
Pension plan contributions $22,011$13,604$4,948$3,459 0.6%
Office expenses $19,831$15,106$2,017$2,708 0.5%
Fees: accounting $17,725$16,520$981$224 0.5%
Advertising and promotion $13,688$13,688-- 0.4%
Other (as described)DUES AND SUBSCRIPTIONS $12,348$8,945$2,049$1,354 0.3%
Conferences, conventions and meetings $9,671$8,382$1,289- 0.3%
Travel $6,560$6,098$353$109 0.2%
Information technology $5,683$3,765$1,137$781 0.1%
Depreciation and depletion $5,084$3,065$1,203$816 0.1%
Fees: legal $3,679$3,428$204$47 0.1%
Insurance $3,630$2,255$819$556 0.1%
Total$3,841,018100%

View the filing

2017 · Form 990 · $3,690,175 spent · pay $771,181 · grants $2,256,207 · events $11,376
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,887,068$1,887,068-- 51.1%
Other salaries and wages $474,802$319,871$76,502$78,429 12.9%
Grants to US individuals $369,139$369,139-- 10.0%
Fees: other services $251,039$234,662$9,239$7,138 6.8%
Pay: officers, directors, trustees, key employees $178,312$119,735$28,964$29,613 4.8%
Fees: investment management $99,368$99,368-- 2.7%
Other (as described)EQUIPMENT $54,950$40,620$7,237$7,093 1.5%
Other (as described)PUBLIC EDUCATION MEETIN $54,594$52,216$1,314$1,064 1.5%
Other employee benefits $50,731$33,292$8,700$8,739 1.4%
Other (as described)PRINTING $49,479$41,189-$8,290 1.3%
Payroll taxes $43,694$29,683$6,902$7,109 1.2%
Occupancy $35,741$24,049$5,760$5,932 1.0%
Advertising and promotion $25,809$22,230$877$2,702 0.7%
Pension plan contributions $23,642$15,515$4,054$4,073 0.6%
Other (as described)MISCELLANEOUS $20,738$20,306$227$205 0.6%
Office expenses $19,524$13,790$2,434$3,300 0.5%
Fees: accounting $13,076$12,223$481$372 0.4%
Conferences, conventions and meetings $11,376$11,216$109$51 0.3%
All other expenses $9,871$7,049$1,433$1,389 0.3%
Travel $7,420$6,836$139$445 0.2%
Depreciation and depletion $4,637$2,943$853$841 0.1%
Insurance $3,519$2,294$617$608 0.1%
Fees: legal $1,646$1,539$61$46 0.0%
Total$3,690,175100%

View the filing

2016 · Form 990 · $4,867,405 spent · pay $673,811 · grants $3,695,812 · events $7,114
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,382,692$3,382,692-- 69.5%
Other salaries and wages $406,160$242,197$77,003$86,960 8.3%
Grants to US individuals $313,120$313,120-- 6.4%
Pay: officers, directors, trustees, key employees $167,227$99,181$32,029$36,017 3.4%
Fees: investment management $135,781$135,781-- 2.8%
Fees: other services $55,749$46,723$6,094$2,932 1.1%
Other (as described)PRINTING $52,601$50,225-$2,376 1.1%
Other (as described)EQUIPMENT $51,292$35,748$7,121$8,423 1.1%
Other employee benefits $43,720$24,577$9,191$9,952 0.9%
Other (as described)PUBLIC EDUCATION MEETIN $41,785$40,324$596$865 0.9%
Payroll taxes $39,280$23,624$7,311$8,345 0.8%
Occupancy $35,866$20,857$6,960$8,049 0.7%
Advertising and promotion $25,893$23,413$1,293$1,187 0.5%
Other (as described)MISCELLANEOUS $21,576$21,026$269$281 0.4%
Office expenses $21,077$15,452$2,168$3,457 0.4%
Fees: accounting $20,011$16,772$2,187$1,052 0.4%
Pension plan contributions $17,424$9,795$3,663$3,966 0.4%
All other expenses $10,354$6,392$1,896$2,066 0.2%
Depreciation and depletion $9,158$4,984$2,039$2,135 0.2%
Conferences, conventions and meetings $7,114$6,359$230$525 0.1%
Insurance $5,715$3,289$1,185$1,241 0.1%
Travel $3,439$2,932$236$271 0.1%
Fees: legal $371$311$41$19 0.0%
Total$4,867,405100%

View the filing

2015 · Form 990 · $3,115,348 spent · pay $679,671 · grants $1,897,888 · events $6,628
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,573,105$1,573,105-- 50.5%
Other salaries and wages $404,478$229,133$77,648$97,697 13.0%
Grants to US individuals $324,783$324,783-- 10.4%
Fees: investment management $165,981$165,981-- 5.3%
Pay: officers, directors, trustees, key employees $162,963$92,149$31,258$39,556 5.2%
Other (as described)PRINTING $63,518$60,600$182$2,736 2.0%
Other employee benefits $55,160$30,667$10,498$13,995 1.8%
Other (as described)EQUIPMENT $47,262$32,146$7,485$7,631 1.5%
Fees: other services $46,455$40,959$1,799$3,697 1.5%
Other (as described)PUBLIC EDUCATION MEETIN $45,339$43,825$673$841 1.5%
Payroll taxes $38,279$21,690$7,305$9,284 1.2%
Occupancy $31,637$17,980$5,926$7,731 1.0%
Advertising and promotion $24,649$22,923$694$1,032 0.8%
Office expenses $23,581$17,468$2,050$4,063 0.8%
Fees: accounting $23,048$20,322$892$1,834 0.7%
Depreciation and depletion $21,200$12,007$4,681$4,512 0.7%
Pension plan contributions $18,791$10,447$3,576$4,768 0.6%
Other (as described)MISCELLANEOUS $16,120$11,878$3,280$962 0.5%
All other expenses $8,300$5,561$1,315$1,424 0.3%
Insurance $8,095$4,754$1,702$1,639 0.3%
Conferences, conventions and meetings $6,628$6,165$94$369 0.2%
Travel $4,940$3,407$189$1,344 0.2%
Fees: legal $1,036$913$40$83 0.0%
Total$3,115,348100%

View the filing

2014 · Form 990 · $3,077,885 spent · pay $687,778 · grants $1,833,391 · events $13,483
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,530,970$1,530,970-- 49.7%
Other salaries and wages $418,895$242,138$80,874$95,883 13.6%
Grants to US individuals $302,421$302,421-- 9.8%
Fees: investment management $216,456$216,456-- 7.0%
Pay: officers, directors, trustees, key employees $168,350$97,126$32,422$38,802 5.5%
Other employee benefits $62,061$35,425$11,791$14,845 2.0%
Other (as described)PRINTING $50,788$48,939$106$1,743 1.7%
Payroll taxes $38,472$22,245$7,337$8,890 1.2%
Other (as described)PUBLIC EDUCATION MEETIN $38,148$31,525$2,804$3,819 1.2%
Fees: other services $37,737$33,353-$4,384 1.2%
Other (as described)EQUIPMENT $35,729$22,931$6,270$6,528 1.2%
Occupancy $33,144$19,374$6,162$7,608 1.1%
Depreciation and depletion $31,114$17,990$6,757$6,367 1.0%
Advertising and promotion $24,004$22,401$1,024$579 0.8%
Office expenses $17,474$11,545$2,119$3,810 0.6%
Fees: legal $16,898$14,935-$1,963 0.5%
Other (as described)MISCELLANEOUS $14,552$14,552-- 0.5%
Conferences, conventions and meetings $12,426$12,248$128$50 0.4%
All other expenses $9,446$5,986$1,483$1,977 0.3%
Insurance $7,958$4,764$1,644$1,550 0.3%
Fees: accounting $5,498$4,859-$639 0.2%
Travel $5,344$4,233$84$1,027 0.2%
Fundraising events Eventdirect expenses; gross income $0$1,057reported apart
Total$3,077,885100%

View the filing

2013 · Form 990 · $3,271,237 spent · pay $602,489 · grants $2,142,021 · events $16,686
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,858,252$1,858,252-- 56.8%
Other salaries and wages $355,050$190,870$83,664$80,516 10.9%
Grants to US individuals $283,769$283,769-- 8.7%
Fees: investment management $182,571$182,571-- 5.6%
Pay: officers, directors, trustees, key employees $159,167$85,646$37,280$36,241 4.9%
Other employee benefits $54,823$29,646$12,426$12,751 1.7%
Fees: other services $48,369$35,421$8,101$4,847 1.5%
Other (as described)PRINTING $45,404$44,201$157$1,046 1.4%
Other (as described)PUBLIC EDUCATION MEETIN $37,757$27,794$4,677$5,286 1.2%
Payroll taxes $33,449$17,998$7,824$7,627 1.0%
Occupancy $33,144$18,443$7,392$7,309 1.0%
Depreciation and depletion $31,009$16,447$8,087$6,475 0.9%
Other (as described)EQUIPMENT $30,875$22,311$1,860$6,704 0.9%
Advertising and promotion $27,367$23,001$2,416$1,950 0.8%
Office expenses $16,114$10,692$2,431$2,991 0.5%
Conferences, conventions and meetings $14,938$13,264$226$1,448 0.5%
Fees: legal $14,107$10,331$2,363$1,413 0.4%
Fees: accounting $13,725$10,051$2,299$1,375 0.4%
All other expenses $10,113$8,878$686$549 0.3%
Other (as described)DUES AND SUBSCRIPTIONS $7,797$5,374$1,154$1,269 0.2%
Insurance $7,682$4,250$1,906$1,526 0.2%
Travel $5,755$4,008$461$1,286 0.2%
Fundraising events Eventdirect expenses; gross income $0$1,748reported apart
Total$3,271,237100%

View the filing

2012 · Form 990 · $2,900,014 spent · pay $570,479 · grants $1,860,658 · events $8,903
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,599,646$1,599,646-- 55.2%
Other salaries and wages $330,542$182,198$76,987$71,357 11.4%
Grants to US individuals $261,012$261,012-- 9.0%
Fees: investment management $180,354$180,354-- 6.2%
Pay: officers, directors, trustees, key employees $144,714$79,704$33,606$31,404 5.0%
Other employee benefits $64,135$35,076$14,503$14,556 2.2%
Fees: other services $39,536$28,447$9,587$1,502 1.4%
Other (as described)PRINTING $38,768$35,708$211$2,849 1.3%
Other (as described)PUBLIC EDUCATION MEETIN $36,762$25,293$2,222$9,247 1.3%
Other (as described)EQUIPMENT $33,260$21,672$3,376$8,212 1.1%
Occupancy $33,144$18,544$7,438$7,162 1.1%
Payroll taxes $31,088$17,179$7,175$6,734 1.1%
Advertising and promotion $19,826$18,096$833$897 0.7%
Depreciation and depletion $18,676$10,056$4,901$3,719 0.6%
Fees: accounting $17,176$12,359$4,165$652 0.6%
Office expenses $13,394$7,479$1,954$3,961 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $9,184$6,197$1,615$1,372 0.3%
All other expenses $9,076$8,867$142$67 0.3%
Conferences, conventions and meetings $7,520$4,104$426$2,990 0.3%
Insurance $7,445$4,175$1,859$1,411 0.3%
Travel $4,047$2,927$37$1,083 0.1%
Fees: legal $709$510$172$27 0.0%
Fundraising events Eventdirect expenses; gross income -$1,383reported apart
Total$2,900,014100%

View the filing

2011 · Form 990 · $2,921,364 spent · pay $556,536 · grants $1,855,591 · events $7,702
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,585,245$1,585,245-- 54.3%
Other salaries and wages $333,801$187,969$66,642$79,190 11.4%
Grants to US individuals $270,346$270,346-- 9.3%
Fees: investment management $196,147$196,147-- 6.7%
Pay: officers, directors, trustees, key employees $139,807$78,777$27,895$33,135 4.8%
Other employee benefits $51,859$29,388$10,288$12,183 1.8%
Other (as described)PRINTING $50,632$15,865$71$34,696 1.7%
Fees: other services $46,509$36,318$5,346$4,845 1.6%
Other (as described)PUBLIC EDUCATION MEETIN $32,654$27,604$3,624$1,426 1.1%
Payroll taxes $31,069$17,566$6,115$7,388 1.1%
Occupancy $30,369$16,602$5,848$7,919 1.0%
Other (as described)EQUIPMENT $30,069$16,274$7,340$6,455 1.0%
Advertising and promotion $28,126$26,922$1,005$199 1.0%
Other (as described)MISCELLANEOUS $27,397$24,821$1,333$1,243 0.9%
Fees: accounting $17,000$13,275$1,954$1,771 0.6%
Office expenses $14,098$8,620$1,754$3,724 0.5%
All other expenses $10,968$7,812$859$2,297 0.4%
Conferences, conventions and meetings $7,702$3,757$3,552$393 0.3%
Insurance $7,323$4,195$1,586$1,542 0.3%
Depreciation and depletion $4,690$2,605$1,058$1,027 0.2%
Travel $4,253$2,318$104$1,831 0.1%
Fees: legal $1,300$1,015$149$136 0.0%
Total$2,921,364100%

View the filing

2010 · Form 990 · $2,424,560 spent · pay $525,798 · grants $1,459,680 · events $3,857
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,172,334$1,172,334-- 48.4%
Other salaries and wages $311,089$169,474$70,747$70,868 12.8%
Grants to US individuals $287,346$287,346-- 11.9%
Fees: investment management $189,191$189,191-- 7.8%
Pay: officers, directors, trustees, key employees $131,078$71,239$30,065$29,774 5.4%
Other employee benefits $54,272$28,818$13,473$11,981 2.2%
Other (as described)PRINTING $36,652$33,233$168$3,251 1.5%
Other (as described)EQUIPMENT $36,278$21,394$7,886$6,998 1.5%
Other (as described)PUBLIC EDUCATION MEETIN $36,089$31,928$2,812$1,349 1.5%
Other (as described)MISCELLANEOUS $29,562$29,239$224$99 1.2%
Payroll taxes $29,359$15,192$7,047$7,120 1.2%
Occupancy $27,825$14,376$5,875$7,574 1.1%
Advertising and promotion $17,221$17,091$55$75 0.7%
Office expenses $16,092$11,101$1,366$3,625 0.7%
Fees: accounting $14,996$8,586$3,818$2,592 0.6%
Insurance $7,022$3,888$1,684$1,450 0.3%
Other (as described)DUES AND SUBSCRIPTIONS $6,486$5,638$167$681 0.3%
All other expenses $5,446$4,681$160$605 0.2%
Depreciation and depletion $5,213$2,801$1,293$1,119 0.2%
Conferences, conventions and meetings $3,857$2,732$581$544 0.2%
Fees: other services $3,599$2,061$916$622 0.1%
Travel $2,154$1,359$53$742 0.1%
Fees: legal $1,399$801$356$242 0.1%
Total$2,424,560100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 38$79,638$891,992$12,838,285 5$103$50,500$1,014,967
2023 · Form 990 view filing
Yes 39$1,058,346$524,136$12,227,281 5$4,965$21,000$937,623
2022 · Form 990 view filing
Yes 40$120,712$579,845$10,160,769 5$2,500$46,500$830,834
2021 · Form 990 view filing
Yes 40$1,228,830$483,269$12,980,784 5$2,139$18,000$1,071,412
2020 · Form 990 view filing
Yes 34$221,887$526,589$10,787,600 5$3,241$19,000$959,753
2019 · Form 990 view filing
Yes 32$607,636$303,242$9,950,183 5$2,880$21,000$869,774
2018 · Form 990 view filing
Yes 32$360,253$338,104$8,068,356 5$3,440$22,100$746,891
2017 · Form 990 view filing
Yes 34$845,109$267,226$9,253,435 ----
2016 · Form 990 view filing
Yes 32$55,883$337,657$7,581,071 ----
2015 · Form 990 view filing
Yes 32$533,986$267,840$7,565,952 ----
2014 · Form 990 view filing
Yes 29$141,979$260,086$7,636,185 ----
2013 · Form 990 view filing
Yes 28$865,798$234,513$7,538,928 ----
2012 · Form 990 view filing
Yes 27$243,632$332,194$6,349,153 ----
2011 · Form 990 view filing
Yes 24$376,313$215,378$5,942,745 ----
2010 · Form 990 view filing
Yes 26$1,356,547$197,551$6,316,188 ----