STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

GREAT RIVERS COMMUNITY TR

Cite this

Plain text GREAT RIVERS COMMUNITY TR. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/431925293. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). GREAT RIVERS COMMUNITY TR [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/431925293

MLA “GREAT RIVERS COMMUNITY TR.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/431925293. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $6.0M · expenses $3.4M · assets $39.1M

Also known as
SCALE LINK
EIN
43-1925293
Address
33 S CHESAPEAKE WAY, ZEBULON, NC 27597-5527
NTEE code
B99
Subsection
501(c)(3)
Ruling year
2001
Cross-check
ProPublica Nonprofit Explorer

Mission

TO SUPPORT COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) THROUGH THE CREATION AND ONGOING DEVELOPMENT OF A SECONDARY MARKET FOR CDFI SMALL BUSINESS LOANS. TO EXERCISE ANY, ALL AND EVERY LAWFUL POWER OF A NONPROFIT CORPORATION ORGANIZED UNDER MISSOURI LAW; PROVIDED, HOWEVER, THAT NOTHING HEREIN SHALL BE CONSTRUED TO GIVE THE CORPORATION ANY PURPOSE THAT IS NOT PERMITTED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3).

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

3 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
Robert Boyle (former) CHIEF EXECUTIVE OFFICER (TO APR '20)2010-2020 $131,380$535,498 2
Sheri Flanigan-Vazquez (former) CHIEF OPERATING OFFICER2013-2015 $161,342$452,425 2
Sheri Flanigan-Vasquez (former) CHIEF OPERATING OFFICER (TO APR '20)2020 $219,084$219,084 1

Officers and directors, no compensation reported

29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Joyce Klein CHAIR2020-2024 3 $0 reported 1
Andrea Levere VICE CHAIR2020-2024 3 $0 reported 1
Robert Villarreal TREASURER2020-2024 3 $0 reported 2
Alberto Paracchini SECRETARY2021-2024 2 $0 reported 1
Andy Kaufman BOARD MEMBER2021-2024 2 $0 reported 1
Amber Kuchar Bell BOARD MEMBER2022-2024 2 $0 reported 4
Francisco Lopez BOARD MEMBER (TO OCT '24)2020-2024 2 $0 reported 1
Sara Razavi BOARD MEMBER2022-2024 2 $0 reported 2
Bernard Worthy BOARD MEMBER2022-2024 2 $0 reported 1
Ana Hammock BOARD MEMBER (FROM OCT '24)2024 2 $0 reported 1
Jason Keller BOARD MEMBER (FROM OCT '24)2024 2 $0 reported 1
Harold Pettigrew (former) BOARD MEMBER (TO JUN '22)2020-2022 2 $0 reported 6
Eddie Davis (former) BOARD PRESIDENT (TO APR '20)2013-2020 3 $0 reported 3
Rochelle Bea (former) SECRETARY (TO APR '20)2015-2020 2 $0 reported 3
Keith Willy (former) BOARD MEMBER (TO APR '20)2010-2020 2 $0 reported 2
Allan Ivie (former) TREASURER (TO APR '20)2020 3 $0 reported 1
Deborah James (former) BOARD MEMBER (TO APR '20)2020 2 $0 reported 2
Allan D Ivie Iv (former) TREASURER2013-2015 3 $0 reported 2
Martina Gutierrez (former) BOARD MEMBER2013-2015 2 $0 reported 2
Laurie Peterson (former) BOARD MEMBER2015 2 $0 reported 2
Terry Stark (former) BOARD MEMBER2013-2015 2 $0 reported 2
Filomena Angelucci-Dean (former) BOARD PRESIDENT2014 5 $0 reported 2
Mathew Ghio (former) BOARD SECRETARY/TREASURER2010-2014 5 $0 reported 2
Rocelle Bea (former) BOARD MEMBER2013-2014 2 $0 reported 1
Filomena Angeluci-Dean (former) EXITING BOARD PRESIDENT2010-2013 5 $0 reported 1
Rev William Hutchison (former) EXITING BOARD MEMBER2010-2013 2 $0 reported 2
Tasha Pettis (former) EXITING BOARD MEMBER2011-2013 2 $0 reported 2
Katherine Poss (former) MEMBER2010-2012 2 $0 reported 2
Michele Watts (former) MEMBER2010 2 $0 reported 1

People by year

2024 · 11 people listed · none paid · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOYCE KLEIN CHAIR3 $0$0$0 $01
ANDREA LEVERE VICE CHAIR3 $0$0$0 $01
ROBERT VILLARREAL TREASURER3 $0$0$0 $02
ALBERTO PARACCHINI SECRETARY2 $0$0$0 $01
ANA HAMMOCK BOARD MEMBER (FROM OCT '24)2 $0$0$0 $01
ANDY KAUFMAN BOARD MEMBER2 $0$0$0 $01
JASON KELLER BOARD MEMBER (FROM OCT '24)2 $0$0$0 $01
AMBER KUCHAR-BELL BOARD MEMBER2 $0$0$0 $04
FRANCISCO LOPEZ BOARD MEMBER (TO OCT '24)2 $0$0$0 $01
SARA RAZAVI BOARD MEMBER2 $0$0$0 $02
BERNARD WORTHY BOARD MEMBER2 $0$0$0 $01
2023 · 9 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOYCE KLEIN CHAIR3 $0$0$0 $01
ANDREA LEVERE VICE CHAIR3 $0$0$0 $01
ROBERT VILLARREAL TREASURER3 $0$0$0 $02
ALBERTO PARACCHINI SECRETARY2 $0$0$0 $01
ANDY KAUFMAN BOARD MEMBER2 $0$0$0 $01
AMBER KUCHAR-BELL BOARD MEMBER2 $0$0$0 $04
FRANCISCO LOPEZ BOARD MEMBER2 $0$0$0 $01
SARA RAZAVI BOARD MEMBER2 $0$0$0 $02
BERNARD WORTHY BOARD MEMBER2 $0$0$0 $01
2022 · 10 people listed · none paid · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOYCE KLEIN CHAIR3 $0$0$0 $01
ANDREA LEVERE VICE CHAIR3 $0$0$0 $01
ROBERT VILLARREAL TREASURER3 $0$0$0 $02
ALBERTO PARACCHINI SECRETARY2 $0$0$0 $01
ANDY KAUFMAN BOARD MEMBER2 $0$0$0 $01
AMBER KUCHAR-BELL BOARD MEMBER2 $0$0$0 $04
FRANCISCO LOPEZ BOARD MEMBER2 $0$0$0 $01
HAROLD PETTIGREW BOARD MEMBER (TO JUN '22)2 $0$0$0 $06
SARA RAZAVI BOARD MEMBER2 $0$0$0 $02
BERNARD WORTHY BOARD MEMBER2 $0$0$0 $01
2021 · 7 people listed · none paid · 0 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOYCE KLEIN CHAIR3 $0$0$0 $01
ANDREA LEVERE VICE CHAIR3 $0$0$0 $01
ROBERT VILLARREAL TREASURER3 $0$0$0 $02
ALBERTO PARACCHINI SECRETARY (FROM JUL '21)2 $0$0$0 $01
ANDY KAUFMAN BOARD MEMBER (FROM NOV '21)2 $0$0$0 $01
FRANCISCO LOPEZ BOARD MEMBER2 $0$0$0 $01
HAROLD PETTIGREW BOARD MEMBER2 $0$0$0 $06
2020 · 12 people listed · 2 paid, $350K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHERI FLANIGAN-VASQUEZ CHIEF OPERATING OFFICER (TO APR '20)1 $0$195,200$23,884 $219,0841
ROBERT BOYLE CHIEF EXECUTIVE OFFICER (TO APR '20)1 $0$120,200$11,180 $131,3802
EDDIE DAVIS BOARD PRESIDENT (TO APR '20)3 $0$0$0 $03
JOYCE KLEIN CHAIR (FROM APR '20)3 $0$0$0 $01
ANDREA LEVERE VICE CHAIR (FROM APR '20)3 $0$0$0 $01
ALLAN IVIE TREASURER (TO APR '20)3 $0$0$0 $01
ROBERT VILLARREAL TREASURER (FROM APR '20)3 $0$0$0 $02
ROCHELLE BEA SECRETARY (TO APR '20)2 $0$0$0 $03
HAROLD PETTIGREW SECRETARY (FROM APR '20)2 $0$0$0 $06
DEBORAH JAMES BOARD MEMBER (TO APR '20)2 $0$0$0 $02
FRANCISCO LOPEZ BOARD MEMBER (FROM MAR '21)2 $0$0$0 $01
KEITH WILLY BOARD MEMBER (TO APR '20)2 $0$0$0 $02
2015 · 9 people listed · 2 paid, $295K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHERI FLANIGAN-VAZQUEZ CHIEF OPERATING OFFICER1 $0$146,115$15,227 $161,3422
ROBERT BOYLE CHIEF EXECUTIVE OFFICER1 $0$127,031$6,772 $133,8032
EDDIE DAVIS BOARD PRESIDENT3 $0$0$0 $03
ALLAN D IVIE IV TREASURER3 $0$0$0 $02
ROCHELLE BEA SECRETARY2 $0$0$0 $03
KEITH A WILLY BOARD MEMBER2 $0$0$0 $02
MARTINA GUTIERREZ BOARD MEMBER2 $0$0$0 $02
TERRY STARK BOARD MEMBER2 $0$0$0 $02
LAURIE PETERSON BOARD MEMBER2 $0$0$0 $02
2014 · 10 people listed · 2 paid, $249K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHERI FLANIGAN-VAZQUEZ CHIEF OPERATING OFFICER1 $0$135,205$15,496 $150,7012
ROBERT BOYLE CHIEF EXECUTIVE OFFICER1 $0$91,819$6,859 $98,6782
FILOMENA ANGELUCCI-DEAN BOARD PRESIDENT5 $0$0$0 $02
MATHEW GHIO BOARD SECRETARY/TREASURER5 $0$0$0 $02
KEITH A WILLY BOARD MEMBER2 $0$0$0 $02
MARTINA GUTIERREZ BOARD MEMBER2 $0$0$0 $02
TERRY STARK BOARD MEMBER2 $0$0$0 $02
ALLAN D IVIE IV BOARD MEMBER2 $0$0$0 $02
ROCELLE BEA BOARD MEMBER2 $0$0$0 $01
EDDIE DAVIS BOARD MEMBER2 $0$0$0 $03
2013 · 12 people listed · 2 paid, $238K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SHERI FLANIGAN-VAZQUEZ CHIEF OPERATING OFFICER1 $0$125,205$15,177 $140,3822
ROBERT BOYLE CHIEF EXECUTIVE OFFICER1 $0$91,819$5,604 $97,4232
FILOMENA ANGELUCI-DEAN EXITING BOARD PRESIDENT5 $0$0$0 $01
MATHEW GHIO EXITING BOARD SECRETARY/TREASURER5 $0$0$0 $02
REV WILLIAM HUTCHISON EXITING BOARD MEMBER2 $0$0$0 $02
KEITH A WILLY BOARD MEMBER2 $0$0$0 $02
TASHA PETTIS EXITING BOARD MEMBER2 $0$0$0 $02
MARTINA GUTIERREZ BOARD MEMBER2 $0$0$0 $02
TERRY STARK BOARD MEMBER2 $0$0$0 $02
ALLAN D IVIE IV BOARD MEMBER2 $0$0$0 $02
ROCELLE BEA BOARD MEMBER2 $0$0$0 $01
EDDIE DAVIS BOARD MEMBER2 $0$0$0 $03
2012 · 7 people listed · 1 paid, $74K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT F BOYLE CHIEF EXECUTIVE OFFICER40 $0$74,214$0 $74,2142
FILOMENA ANGELUCI-DEAN BOARD PRESIDENT5 $0$0$0 $01
MATHEW GHIO BOARD SECRETARY/TREASURER5 $0$0$0 $02
REV WILLIAM HUTCHISON MEMBER2 $0$0$0 $02
KEITH A WILLY MEMBER2 $0$0$0 $02
TASHA PETTIS MEMBER2 $0$0$0 $02
KATHERINE POSS MEMBER2 $0$0$0 $02
2011 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FILOMENA ANGELUCI-DEAN BOARD PRESIDENT5 $0$0$0 $01
MATHEW GHIO BOARD SECRETARY/TREASURER5 $0$0$0 $02
REV WILLIAM HUTCHISON MEMBER2 $0$0$0 $02
KEITH A WILLY MEMBER2 $0$0$0 $02
TASHA PETTIS MEMBER2 $0$0$0 $02
KATHERINE POSS MEMBER2 $0$0$0 $02
ROBERT F BOYLE CHIEF EXECUTIVE OFFICER40 $0$0$0 $02
2010 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FILOMENA ANGELUCI-DEAN BOARD PRESIDENT5 $0$0$0 $01
MATHEW GHIO BOARD SECRETARY/TREASURER5 $0$0$0 $02
REV WILLIAM HUTCHISON MEMBER2 $0$0$0 $02
KEITH A WILLY MEMBER2 $0$0$0 $02
MICHELE WATTS MEMBER2 $0$0$0 $01
KATHERINE POSS MEMBER2 $0$0$0 $02
ROBERT F BOYLE CHIEF EXECUTIVE OFFICER40 $0$0$0 $02

Highest-paid independent contractors

2024 · 2 contractors · $1.3M
NameLocationServicePaid
REVOLVE ASSET MANAGEMENTZEBULON, NCLOAN PURCHASE & SALE SERVICES$1,164,549
LOANWELL LLCDURHAM, NCSOFTWARE DEVELOPMENT SERVICES$167,127
2023 · 2 contractors · $1.2M
NameLocationServicePaid
REVOLVE ASSET MANAGEMENTZEBULON, NCLOAN PURCHASE & SALE SERVICES$1,106,906
LOANWELL LLCDURHAM, NCSOFTWARE DEVELOPMENT SERVICES$105,000
2022 · 1 contractor · $616K
NameLocationServicePaid
REVOLVE ASSET MANAGEMENTZEBULON, NCASSET MANAGEMENT SERVICES$616,233
2021 · 1 contractor · $332K
NameLocationServicePaid
REVOLVE ASSET MANAGEMENTZEBULON, NCASSET MANAGEMENT SERVICES$331,701
2020 · 1 contractor · $277K
NameLocationServicePaid
REVOLVE ASSET MANAGEMENTZEBULON, NCASSET MANAGEMENT SERVICES$277,135

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 · 12 grants to organizations · $677K

Listed grants add up to $676,921; the return's “grants paid” expense line says $684,192. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 13 grants to organizations · $2.2M
2022 · 10 grants to organizations · $2.8M
2021 · 6 grants to organizations · $599K
2020 · 3 grants to organizations · $63K

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.

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 2025-03-31 · view filing · original 990 ↗
$6,023,593$3,355,450 $39,138,669$9,614,279 $3,555,783$1,024,822 $0011
2023 · Form 990 period ending 2024-03-31 · view filing · original 990 ↗
$9,521,573$4,634,135 $37,516,587$7,954,725 $7,490,019$514,909 $009
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
$6,084,387$4,361,757 $20,992,468$6,070,172 $5,065,205$376,371 $009
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$4,795,455$1,266,488 $10,310,847$5,568,996 $4,346,877$63,235 $007
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$3,957,436$440,485 $3,326,063$3,307,568 $3,806,227$26,743 $0010
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$0$1,903 $16,978$16,977 $0$0 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$577$0 $36,881$18,880 $0$577 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$8,202$0 $36,304$18,303 $0$8,202 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$10,101$0 $210,101$10,101 $0$10,101 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$61,286$64,723 $0$0 $61,286$0 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$71,234$71,308 $70,685$3,437 $71,234$0 $000

Funders of this organization

3 grantors reported grants to this organization, $1,325,000 in all, tax years 2022 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
THE MILKEN INSTITUTE Public charity Exact 2024 1$575,000 2024$575,000
show
OPPORTUNITY FINANCE NETWORK Public charity Exact 2022 1$500,000 2022$500,000
show
WINSTON-SALEM FOUNDATION DAF sponsor Exact 2023 1$250,000 2023$250,000
show

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OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
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PUBLIC SCHOOL FORUM OF NORTH CAROLINA INCNCB99 $5,312,364$4,251,888 PRESIDENT / EXECUTIVE DIRE$225,822 Same NTEE code B99, revenue within 2x, same state
BEAR GRASS CHARTER SCHOOL INCNCB99 $5,796,415$5,187,548 Chair$0 Same NTEE code B99, revenue within 2x, same state
NORTH CAROLINA INDEPENDENT COLLEGES & UNIVERSITIESNCB99 $4,422,707$4,608,638 PRESIDENT$439,936 Same NTEE code B99, revenue within 2x, same state
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GATEWAY RESEARCH PARK INCNCB99 $7,516,265$7,816,491 EXECECUTIVE DIRECTOR$208,707 Same NTEE code B99, revenue within 2x, same state
PATHWAYS FOR THE FUTURE INCNCB99 $3,391,140$3,271,595 EXECUTIVE DI$67,753 Same NTEE code B99, revenue within 2x, same state
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PARTNERSHIP FOR ART AT THE CORE OF EDUCATION INCNCB99 $5,296,071$4,983,596 Vice Chair$0 Same NTEE code B99, revenue within 2x, same state
OAKWOOD SCHOOLNCB99 $7,307,123$6,121,347 Head of School$220,277 Same NTEE code B99, revenue within 2x, same state
SUMMIT CHARTER SCHOOL INCNCB99 $4,600,806$4,527,006 Chair$0 Same NTEE code B99, revenue within 2x, same state
GLOBAL SERVICE NETWORK INCNCB99 $11,397,987$10,941,519 PRESIDENT$157,001 Same NTEE code B99, revenue within 2x, same state
HICKORY CHRISTIAN ACADEMYNCB99 $4,575,079$4,982,596 HEADMASTER$146,073 Same NTEE code B99, revenue within 2x, same state
RIVERSTONE COMMUNITY SCHOOL INCIDB99 $9,396,069$10,067,997 HEAD OF SCHOOL$287,493 Same NTEE code B99, revenue within 2x
AIDS COMMUNITY RESOURCESNYB99 $10,525,965$10,080,869 EXECUTIVE DIRECTOR$166,625 Same NTEE code B99, revenue within 2x
CPLC COMMUNITY SCHOOLSAZB99 $4,322,073$4,218,155 TREASURER/CFO THRU 10/24$594,063 Same NTEE code B99, revenue within 2x
DUGGER UNION COMMUNITY SCHOOLSINB99 $7,483,112$7,674,953 MEMBER$0 Same NTEE code B99, revenue within 2x
PECKHAM COMMUNITY PARTNERSHIP FOUNDATIONMIB99 $6,136,589$3,005,825 CEIO (ENDED 9/30/25)$709,163 Same NTEE code B99, revenue within 2x
MIDDLEBURG COMMUNITY CHARTER SCHOOLVAB99 $3,651,215$3,549,242 CHAIR$0 Same NTEE code B99, revenue within 2x
ALIEF MONTESSORI COMMUNITY SCHOOLTXB99 $4,655,855$3,998,006 SUPERINTENDENT$137,019 Same NTEE code B99, revenue within 2x
EVERY STUDENT EVERY COMMUNITY INCGAB99 $9,269,066$9,072,259 EXECUTIVE DIRECTOR, OUTGOING$274,883 Same NTEE code B99, revenue within 2x
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Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC DAF sponsor$47,075,69819 22012–2024 EVERY STUDENT EVERY COMMUNITY INC; GEORGIA CENTER FOR OPPORTUNITY INC
GATES FOUNDATION Private foundation$46,069,58739 62012–2024 THE CALIFORNIA EDUCATION PARTNERS; LITERACY DESIGN COLLABORATIVE INC; NORTHWEST COMMISSION ON COLLEGES AND UNIVERSITIES; PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC and 2 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$27,841,996208 422016–2024 CODE THE DREAM INC; JEWISH NEWS SERVICE INC; RIEKES CENTER FOR HUMAN ENHANCEMENT; ROCKING THE BOAT INC and 38 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$19,751,36944 132010–2024 PRISON UNIVERSITY PROJECT INC; SURGE INSTITUTE; RIEKES CENTER FOR HUMAN ENHANCEMENT; ACROSS THE AISLE INC and 9 more
JEWISH FEDERATION OF GREATER INDIANAPOLIS INC DAF sponsor$18,680,19315 12010–2024 JEWISH COMMUNITY CENTER ASSOCIATION OF INDIANAPOLIS INCORPORATED
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$14,255,05781 152012–2024 TRINITY ACADEMY INCORPORATED; GEORGIA CENTER FOR OPPORTUNITY INC; HICKORY CHRISTIAN ACADEMY; GLOBAL SERVICE NETWORK INC and 11 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$14,097,737168 292014–2024 RIEKES CENTER FOR HUMAN ENHANCEMENT; PRISON UNIVERSITY PROJECT INC; OMAHA DISCOVERY TR; GEORGIA CENTER FOR OPPORTUNITY INC and 25 more
ROBERT & RUTH HALPERIN FOUNDATION Private foundation$9,170,0005 12020–2024 THE CALIFORNIA EDUCATION PARTNERS
NATIONAL PHILANTHROPIC TR DAF sponsor$8,961,54181 222015–2024 UNIVERSITY OF NORTH CAROLINA FOUNDATION INC; RIEKES CENTER FOR HUMAN ENHANCEMENT; JEWISH NEWS SERVICE INC; SUN VALLEY WRITERS CONFERENCE INC and 18 more
THE HEISING-SIMONS FOUNDATION Private foundation$7,950,0007 22017–2024 THE CALIFORNIA EDUCATION PARTNERS; PRISON UNIVERSITY PROJECT INC
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC DAF sponsor$7,500,0001 12023–2023 UNIVERSITY OF NORTH CAROLINA FOUNDATION INC
THE CHICAGO COMMUNITY TRUST DAF sponsor$6,965,50012 62018–2023 SURGE INSTITUTE; COMMUNITIES IN SCHOOLS OF EAST TEXAS INC; COMMUNITIES IN SCHOOLS OF APPALACHIAN HIGHLANDS; HOLY TRINITY CLASSICAL CHRISTIAN SCHOOL INC and 2 more
COMMUNITY FOUNDATION OF NEW JERSEY DAF sponsor$6,644,35682 42011–2024 NEW JERSEY SEEDS INC; ROCKING THE BOAT INC; WRITOPIA LAB INC; CAROLINA YOUTH COALITION
FOUNDATION FOR THE CAROLINAS DAF sponsor$6,029,26028 62015–2024 CAROLINA YOUTH COALITION; HEART MATH TUTORING INC; UNIVERSITY OF NORTH CAROLINA FOUNDATION INC; NORTH CAROLINA INDEPENDENT COLLEGES & UNIVERSITIES and 2 more
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$5,633,90422 42010–2024 FOUNDATION FOR LEARNING EQUALITY INC; THE CALIFORNIA EDUCATION PARTNERS; PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC; PRISON UNIVERSITY PROJECT INC

The full list · all similar organizations

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 · $3,355,450 spent · pay $0 · grants $684,192 · events $12,754
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $1,293,070$1,228,416$32,327$32,327 38.5%
Grants to US organizations and governments $684,192$684,192-- 20.4%
Interest $401,060$401,060-- 12.0%
Fees: other services $362,198$362,198-- 10.8%
Information technology $210,182$199,674$5,254$5,254 6.3%
Advertising and promotion $126,043$126,043-- 3.8%
Fees: legal $92,219$43,370$48,849- 2.7%
Office expenses $79,304$74,317$3,208$1,779 2.4%
Fees: accounting $44,284$20,827$23,457- 1.3%
Insurance $25,762$24,474$644$644 0.8%
Travel $15,909$15,909-- 0.5%
Conferences, conventions and meetings $12,754$12,754-- 0.4%
Other (as described)DUES & SUBSCRIPTIONS $4,400$4,400-- 0.1%
Other (as described)TAXES & LICENSES $4,073$3,055$1,018- 0.1%
Total$3,355,450100%

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2023 · Form 990 · $4,634,135 spent · pay $0 · grants $2,208,198 · events $11,558
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,208,198$2,208,198-- 47.7%
Fees: other services $1,623,512$1,556,744$33,384$33,384 35.0%
Interest $321,612$321,612-- 6.9%
Information technology $163,827$155,635$4,096$4,096 3.5%
Fees: legal $127,819$49,017$78,802- 2.8%
Advertising and promotion $89,552$89,552-- 1.9%
Payments to affiliates $36,000$36,000-- 0.8%
Insurance $22,488$21,442$523$523 0.5%
Travel $14,407$14,407-- 0.3%
Office expenses $13,542$11,301$2,241- 0.3%
Conferences, conventions and meetings $11,558$11,558-- 0.2%
Other (as described)TAXES & LICENSES $1,620$1,215$405- 0.0%
Total$4,634,135100%

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2022 · Form 990 · $4,361,757 spent · pay $0 · grants $2,849,748 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,849,748$2,849,748-- 65.3%
Fees: other services $1,177,084$1,127,992$24,546$24,546 27.0%
Interest $111,093$111,093-- 2.5%
Fees: legal $80,508$36,976$43,532- 1.8%
Office expenses $57,707$55,751$1,956- 1.3%
Information technology $39,578$19,789$19,789- 0.9%
Insurance $20,388$19,368$510$510 0.5%
All other expenses $13,414$13,414-- 0.3%
Advertising and promotion $11,699$11,699-- 0.3%
Other (as described)TAXES & LICENSES $430$322$108- 0.0%
Travel $108$108-- 0.0%
Total$4,361,757100%

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2021 · Form 990 · $1,266,488 spent · pay $0 · grants $600,311 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $600,311$600,311-- 47.4%
Fees: other services $493,403$474,531$9,436$9,436 39.0%
Fees: legal $50,550$22,807$27,743- 4.0%
Fees: accounting $40,500$18,272$22,228- 3.2%
Office expenses $28,368$26,825$1,543- 2.2%
Interest $27,719$27,719-- 2.2%
Insurance $21,317$20,251$533$533 1.7%
Advertising and promotion $3,995$3,995-- 0.3%
Other (as described)TAXES & LICENSES $325$244$81- 0.0%
Total$1,266,488100%

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2020 · Form 990 · $440,485 spent · pay $0 · grants $62,812 · events $435
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $301,100$287,244$6,928$6,928 68.4%
Grants to US organizations and governments $62,812$62,812-- 14.3%
Fees: accounting $24,000-$24,000- 5.4%
Insurance $20,919$19,873$523$523 4.7%
Fees: legal $20,196$10,098$10,098- 4.6%
Office expenses $9,956$8,968$988- 2.3%
Other (as described)TAXES & LICENSES $635$476$159- 0.1%
Conferences, conventions and meetings $435$435-- 0.1%
All other expenses $432$432-- 0.1%
Total$440,485100%

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2015 · Form 990 · $1,903 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $1,903-$1,903- 100.0%
Total$1,903100%

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2011 · Form 990 · $64,723 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PARTICIPANT SAVINGS MAT $49,443$49,443-- 76.4%
Other (as described)NFP/PROGRAM ADMINISTRAT $15,280$15,280-- 23.6%
Total$64,723100%

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2010 · Form 990 · $71,308 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PARTICIPANT SAVINGS MAT $54,034$54,034-- 75.8%
Other (as described)NFP/PROGRAM ADMINISTRAT $17,274$17,274-- 24.2%
Total$71,308100%

View the filing