Liabilities / Assets
65th percentile
Higher debt load relative to assets than 65% of similar nonprofits.
Rudolf Steiner Foundation Inc
990 • Fiscal year 2017 • EIN 13-6082763
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.47x
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
86th percentile
Higher net margin than 86% of similar nonprofits.
Top Officer Pay
41st percentile
Higher top officer pay than 41% of similar nonprofits.
Top officer pay equals 1.1% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$137,465,140
Up $23,595,241 (+21%) from 2016
Net Assets
Up$73,329,337
Up $12,339,812 (+20%) from 2016
Liabilities
Up$64,135,803
Up $11,255,429 (+21%) from 2016
Revenue And Expenses
Revenue
Up$35,900,946
Up $12,425,404 (+53%) from 2016
Expenses
Up$24,630,104
Up $8,243,421 (+50%) from 2016
Net Income
Up$11,270,842
Up $4,181,983 (+59%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2017 to Dec 31, 2017
- Signed
- Nov 13, 2018
- Return Version
- 2017v2.3
- Gross Receipts
- $35,900,946
Mission and Program Overview
Mission
To catalyze transformation by circulating capital to social enterpirses for a more just, regenerative, and compassionate world.
Lending and grantmaking to not-for-profit and socially beneficial organizations.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $61,738,233 | $71,791,336 | ▲ $10,053,103 |
| Savings and Temporary Cash Investments | $7,272,384 | $22,933,021 | ▲ $15,660,637 |
| Investments Program Related | $7,107,170 | $8,067,789 | ▲ $960,619 |
| Investments in Publicly Traded Securities | $6,671,322 | $3,622,675 | ▼ $3,048,647 |
| Pledges and Grants Receivable | $505,900 | $1,015,120 | ▲ $509,220 |
| Land, Buildings, and Equipment, Net | $293,628 | $308,553 | ▲ $14,925 |
| Prepaid Expenses and Deferred Charges | $34,394 | $175,055 | ▲ $140,661 |
| Cash and Non-Interest-Bearing Accounts | $169 | $169 | → $0 |
| Total Assets | $113,869,899 | $137,465,140 | ▲ $23,595,241 |
| Other Assets Total | $30,246,699 | $29,551,422 | ▼ $695,277 |
| Liabilities | |||
| Other Liabilities | $47,470,127 | $57,888,442 | ▲ $10,418,315 |
| Unsecured Notes Loans Payable | $5,105,903 | $5,899,192 | ▲ $793,289 |
| Accounts Payable and Accrued Expenses | $284,052 | $322,577 | ▲ $38,525 |
| Deferred Revenue | $20,292 | $25,592 | ▲ $5,300 |
| Total Liabilities | $52,880,374 | $64,135,803 | ▲ $11,255,429 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $60,839,525 | $72,929,337 | ▲ $12,089,812 |
| Temporarily Rstr Net Assets | $50,000 | $300,000 | ▲ $250,000 |
| Permanently Rstr Net Assets | $100,000 | $100,000 | → $0 |
| Total Net Assets Fund Balance | $60,989,525 | $73,329,337 | ▲ $12,339,812 |
| Total Liabilities and Net Assets / Fund Balance | $113,869,899 | $137,465,140 | ▲ $23,595,241 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $282,089 | $543,110 | $825,199 |
| Equipment | $26,464 | $303,694 | $330,158 |
| Investment Program Related Org | $2,000,000 | - | - |
| Other Assets Org | $246,472 | - | - |
| Other Securities | $14,192,772 | - | - |
| Closely Held Equity Interests | $57,598,564 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $100,000 | - | - | - | $100,000 |
| 2016 | $100,000 | - | - | - | $100,000 |
| 2015 | $100,000 | - | - | - | $100,000 |
| 2014 | $100,000 | - | - | - | $100,000 |
| 2013 | $100,000 | - | - | - | $100,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Donald Shaffer | CEO/trustee | FT | $350,193 | $44,821 | $395,014 |
| Chris Cook | CFO and Treasurer | PT | $237,308 | - | $237,308 |
| Susie Lee | Chief Investment Officer | FT | $209,970 | $25,017 | $234,987 |
| Katrina Steffek | Chief Operating Officer | FT | $184,662 | $12,410 | $197,072 |
| John Bloom | VP, Organizational Culture | FT | $165,469 | $23,544 | $189,013 |
| Melinda Cheel | Marketing Director | FT | $129,372 | $27,260 | $156,632 |
| Deb Nelson | Vice President, Client Engagement | FT | $134,500 | $19,829 | $154,329 |
| Tim Green | Secretary and General Counsel | FT | $131,901 | $13,620 | $145,521 |
| Carrie Monae | Senior Manager, Information Systems | FT | $129,282 | $13,125 | $142,407 |
| Kelley Buhles | Director, Philanthropic Services | FT | $121,887 | $11,621 | $133,508 |
| Lynne Hoey | Senior Director, Credit | FT | $111,732 | $14,794 | $126,526 |
| Siegried E Finser | Trustee | - | $12,000 | - | $12,000 |
Board Members and Trustees
| Name | Title |
|---|---|
| Mark Finser | Board Chair |
| Anthony Chang | Trustee |
| Jocelyn Romero Demirbag | Trustee |
| Neil Blomquist | Trustee |
| Rachael Flug | Trustee |
| Ron Alston | Trustee |
| Scott Williams | Trustee |
| Mark Censits | Trustee Through 12/23/2017 |
| Mark Retzloff | Trustee Through 3/2017 |
| Sara Ellis Conant | Trustee Through 4/2017 |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Crowe Horwath LLP | Accounting And Tax Services | PO BOX 51660, Los Angeles, CA 90051-5960 | $296,530 |
| Scrubbednet | Accounting Services | 657 SHARP PARK ROAD, Pacifica, CA 94044 | $265,450 |
| Shea Labagh Dobberstein | Accounting And Tax Services | 505 MONTGOMERY STREET 5TH FLOOR, San Francisco, CA 94111 | $196,300 |
| Marian Moore | Consulting Services | 2427 WEST 22ND STREET, Minneapolis, MN 55405-2318 | $120,000 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $35,102,858
- Program Service Revenue
- $567,363
- Investment Income
- $223,908
- Other Revenue
- $6,817
- All Other Contributions
- $34,934,458
- Change in Net Assets
- $11,270,842
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 12 | $7,207,461 | Fair Market Value |
| Total Noncash Contributions | 12 | $7,207,461 | - |
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $18,238,057 |
| Other Expenses | $4,051,344 |
| Salaries, Compensation, and Employee Benefits | $2,340,703 |
| Total Fundraising Expense | $312,022 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $11,987,543 | - | - | $11,987,543 |
| Foreign Grants | $6,146,814 | - | - | $6,146,814 |
| Fees for Service Investment Mgmnt Fees | - | $2,091,608 | - | $2,091,608 |
| Current Officers, Directors, Trustees, and Key Employees | $701,333 | $699,551 | $29,858 | $1,430,742 |
| Other Salaries and Wages | $399,431 | $123,159 | $129,532 | $652,122 |
| Occupancy | $209,976 | $154,511 | $31,694 | $396,181 |
| Fees for Services Accounting | - | $370,528 | - | $370,528 |
| All Other Expenses | $148,732 | $109,444 | $22,450 | $280,626 |
| Payroll Taxes | $74,247 | $54,635 | $11,207 | $140,089 |
| Conferences and Meetings | $58,691 | $42,080 | $9,966 | $110,737 |
| Fees for Services Other | $56,863 | $41,842 | $8,583 | $107,288 |
| Other Employee Benefits | $59,184 | $32,302 | $15,076 | $106,562 |
| Grants to Domestic Individuals | $103,700 | - | - | $103,700 |
| Interest | $51,586 | $37,959 | $7,787 | $97,332 |
| Information Technology | $46,385 | $34,132 | $7,001 | $87,518 |
| Travel | $45,775 | $33,684 | $6,909 | $86,368 |
| Office Expenses | $38,136 | $27,343 | $6,476 | $71,955 |
| Depreciation Depletion | $22,220 | $16,351 | $3,354 | $41,925 |
| Fees for Services Legal | - | $41,523 | - | $41,523 |
| Advertising | $18,735 | $13,786 | $2,828 | $35,349 |
| Fees for Services Management | $10,433 | $7,677 | $1,575 | $19,685 |
| Other Expenses | $8,115 | $5,972 | $1,225 | $15,312 |
| Pension Plan Contributions | $6,378 | $3,227 | $1,583 | $11,188 |
| Insurance | - | $10,939 | - | $10,939 |
| Total Functional Expenses | $20,293,106 | $4,024,976 | $312,022 | $24,630,104 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Yggdrasil Land Foundation Inc | Burlington, WI | - | For Project Support | $1,100,000 |
| Naropa University | Boulder, CO | 501(c)(3) | For General Operating Support | $640,000 |
| The Pollination Project | Berkeley, CA | 501(c)(3) | For General Operating Support | $586,977 |
| Aclu of Northern California | San Francisco, CA | 501(c)(3) | To Support the Centennial Campaign | $500,000 |
| Impactassets Inc | Bethesda, MD | 501(c)(3) | FOR ACCOUNT "JAKE SARGENT / SOFTMATTER VENTURES" | $500,000 |
| Blue Deer Center | Margaretville, NY | 501(c)(3) | For General Operating Supporting for the College | $302,500 |
| The Cultural Conservancy | San Francisco, CA | 501(c)(3) | For Native Seed Pod-casts, as Per Your Proposal | $250,000 |
| Health in Harmony Inc | Portland, OR | 501(c)(3) | TO SUPPORT HEALTHY COMMUNITY ECOSYSTEMS: SAFEGUARDING HUMAN AND PLANETARY HEALTH | $225,000 |
| Aha Punana Leo | Hilo, HI | 501(c)(3) | To Support the Global Center for Indigenous Languages | $205,000 |
| Common Counsel Foundation | Oakland, CA | 501(c)(3) | To Support the Windrose Fund | $188,840 |
| Hawthorne Valley Association | Ghent, NY | 501(c)(3) | For the Farmscape Ecology Program | $177,000 |
| Michael Fields Agricultural Institute | East Troy, WI | 501(c)(3) | For General Operating Support | $171,041 |
| Land Is Life | New York, NY | State of Ky | FOR THE ALLIANCE AND AWARENESS BUILDING PROJECT TO SUPPORT A CAPACITY BUILDING INITIATIVE IN THE SHUAR NATION FOR COMMUNITIES AFFECTED BY MINING, AND SUPPORT OF A LOCAL INDEPENDENT MEDIA STATION: LA LNEA DE FUEGO | $146,000 |
| Shambhala Mountain Center | Red Feather Lakes, CO | 501(c)(3) | For General Operating Support | $135,000 |
| Rocky Mountain Peace and Justice Center | Boulder, CO | 501(c)(3) | To Support the Rocky Flats Nuclear Guardianship Project/nuclear Nexus | $130,000 |
| American Society for Technion | New York, NY | 501(c)(3) | For the Kaplan Family Endowed Graduate Fellowship Fund for Exceptional Women | $110,417 |
| Inquiring Systems Inc | Santa Rosa, CA | 501(c)(3) | TO SUPPORT A "SEEDING POSSIBILITIES" GRANT TO WORK WITH CITTASLOW ON DEVELOPMENT OF AN ORGANIZATIONAL MANUAL | $107,900 |
| Idyllwild Arts Foundation | Idyllwild, CA | 501(c)(3) | To Support the Idyllwild Arts Academy Common Rooms Upgrade | $105,800 |
| Sacred Fire Foundation | Marina Del Rey, CA | 501(c)(3) | For General Operating Support | $101,500 |
| Peace Development Fund | San Francisco, CA | 501(c)(3) | For General Operating Support of the Friends of Taghyeer Project | $101,000 |
| California Indigenous Environmental Alliance | Berkeley, CA | 501(c)(3) | To Support the Segorea Te Land Trust in Its Preservation of the Berkeley Shellmound, and to Help Preserve the Land for the Ohlone in the Bay Area | $100,000 |
| Cultural Survival | Cambridge, MA | 501(c)(3) | To Support the Community Media Youth Fellowship | $100,000 |
| Hebrew Immigrant Aid Society Pennsylvania | Philadelphia, PA | 501(c)(3) | TO SUPPORT BEYOND RESETTLEMENT: CREATING AN ENDURING PATH TO SELF-SUFFICIENCY | $100,000 |
| Hopi Tutskwa Permaculture Institute | Kykotsmovi, AZ | 501(c)(3) | For Hopi Community Food and Seed Keeper Initiative | $100,000 |
| Institute of International Education Inc | New York, NY | 501(c)(3) | To Support Travel and Logistics on Behalf of Indigenous Community-led Initiatives, the Tamalpais Trust Travel and Learning Fund | $100,000 |
| Multidisciplinary Association for Psychedelic Studies | Santa Cruz, CA | 501(c)(3) | For General Operating Support | $100,000 |
| National Immigration Law Center | Los Angeles, CA | 501(c)(3) | For General Operating Support | $100,000 |
| Sacred Fire Community Corporation | Longmont, CO | 501(c)(3) | For General Operating Support | $100,000 |
| Thunder Valley Community Development Corporation | Porcupine, SD | 501(c)(3) | To Support Completion and Implementation of the Regenerative Demonstration Farm | $100,000 |
| Educational Praxis | Putney, VT | 501(c)(3) | For General Operating Support | $99,000 |
| Biodynamic Farming & Gardening Association | East Troy, WI | 501(c)(3) | For General Operating Support | $96,000 |
| Investigative Reporters & Editors | Columbia, MO | 501(c)(3) | To Support Project Word/freelance Investigative Reporters & Editors (fire) | $90,000 |
| Wildlife Conservation Network | San Francisco, CA | 501(c)(3) | To Support the Elephant Crisis Fund | $86,700 |
| Thousand Currents | Oakland, CA | 501(c)(3) | For General Operating Support | $85,883 |
| Center for Mind Body Medicine | Washington, DC | 501(c)(3) | To Support the 2017 Cmbm Training Program in Jordan | $80,000 |
| CROWN O'MAINE ORGANIC COOPERATIVE | North Vassalboro, ME | 501(c)(3) | To Support Rural Economic Development in Aroostook Country Through Favorable Payment Terms and Other Market-making as a Trusted Regional Food Hub | $75,000 |
| Environmental Defender Law Center | Bozeman, MT | 501(c)(3) | For Litigation Grant Program for Indigenous Peoples | $75,000 |
| Native American Food Sovereignty Alliance | Taos, NM | 501(c)(3) | To Support the Indigenous Seedkeepers Network | $75,000 |
| Commonweal | Bolinas, CA | 501(c)(3) | For General Operating Support of the Commonweal Cancer Help Program in Memory of Stephanie Sugars and Jaki Mcauliffe | $73,500 |
| Eco Ed | Longmont, CO | 501(c)(3) | For General Operating Support | $70,000 |
| Global Citizen Year | Oakland, CA | 501(c)(3) | For General Operating Support | $68,000 |
| Collective Heritage Institute | Santa Fe, NM | 501(c)(3) | For General Operating Support | $67,308 |
| Fund for Idaho | Boise, ID | 501(c)(3) | For General Operating Support | $65,000 |
| Grantmakers Concerned With Immigrants and Refugees | Sebastopol, CA | 501(c)(3) | To Support the Undocufund for Fire Relief | $63,000 |
| The Snake River Alliance Education Fund Inc | Boise, ID | 501(c)(3) | FOR DON'T WASTE IDAHO CAMPAIGN | $62,500 |
| Farm and Wilderness Foundation | Plymouth, VT | 501(c)(3) | For the Annual Fund and Friends Lodge | $60,000 |
| Amazon Watch | Oakland, CA | 501(c)(3) | For General Operating Support | $52,000 |
| Amazon Conservation Team | Arlington, VA | 501(c)(3) | TO SUPPORT PROTECTING INDIGENOUS SACRED SPACES IN AMAZON-ANDES: FROM THE GRASSROOTS TO THE INTERNATIONAL | $50,000 |
| American Committee for the Weizmann Institute | Los Angeles, CA | 501(c)(3) | TO SUPPORT THE WOMEN'S DOCTORAL PROGRAM | $50,000 |
| Beyond Carnism | Boston, MA | 501(c)(3) | For General Operating Support of Proveg | $50,000 |
| Earthworks | Washington, DC | 501(c)(3) | To Support Resilient Communities Network Legal Expenses for Community Advocacy Regarding Fracking in Boulder County Colorado | $50,000 |
| Fibershed | San Geronimo, CA | 501(c)(3) | For General Operating Support | $50,000 |
| Futures Without Violence | San Francisco, CA | 501(c)(3) | For General Operating Support | $50,000 |
| Internews Network | Arcata, CA | 501(c)(3) | TO SUPPORT EARTH JOURNALISM NETWORK'S "AMPLIFYING INDIGENOUS VOICES ON CLIMATE CHANGE" | $50,000 |
| Kiva | San Francisco, CA | 501(c)(3) | To Support Loan Matching to Small Soil Health Entrepreneurs | $50,000 |
| Oakland Institute | Oakland, CA | 501(c)(3) | To Support Ethiopian Defenders | $50,000 |
| Onemama Organization | San Francisco, CA | 501(c)(3) | For General Operating Support | $50,000 |
| Trust for Conservation Innovation | Oakland, CA | 501(c)(3) | For Project Equity, to Support the Costs Associated With Professional Support of Coke Farms in Setting Up and Transitioning Ownership to an Esop | $48,000 |
| Wise Women Gathering Place | Green Bay, WI | 501(c)(3) | TO SUPPORT BRAIDING THE SACRED'S UPCOMING CORN GATHERING IN THE SENECA NATION | $45,000 |
| Education Conservancy | Portland, OR | 501(c)(3) | For General Operating Support | $40,000 |
| Ojai Foundation | Ojai, CA | 501(c)(3) | For General Operating Support | $40,000 |
| Threshold Foundation | San Francisco, CA | 501(c)(3) | For the Emergent Fund | $40,000 |
| Indian Land Tenure Foundation | Little Canada, MN | 501(c)(3) | To Support the Tanka Fund for Their Partnership With Eighth Generation on a Tanka Fund Blanket | $38,700 |
| Resource Generation | New York, NY | 501(c)(3) | For General Operating Support | $38,500 |
| Asylum Access | Oakland, CA | 501(c)(3) | To Support the Community Legal Empowerment Program | $35,000 |
| Environmental Law Alliance Worldwide | Eugene, OR | 501(c)(3) | To Support the Coded Project | $35,000 |
| Iact | Redondo Beach, CA | 501(c)(3) | To Support Little Ripples, Donkey Ripples, and Lead With Empathy Programs, and Refugees United Soccer Academy | $35,000 |
| Simama International | San Francisco, CA | 501(c)(3) | For General Operating Support | $35,000 |
| World Wildlife Fund | Washington, DC | 501(c)(3) | For General Operating Support | $35,000 |
| Kipp Philadelphia Charter School | Philadelphia, PA | 501(c)(3) | For General Operating Support | $34,000 |
| Shadetree Multicultural Foundation | Los Angeles, CA | 501(c)(3) | For General Operating Support | $31,000 |
| Social Good Fund | Richmond, CA | 501(c)(3) | For General Operating Support of the Wildfire Project | $31,000 |
| Advocates for Indigenous California Language Survival | Topanga, CA | 501(c)(3) | For Breath of Life/building Indigenous Leadership | $30,000 |
| Commonsense Childbirth | Winter Garden, FL | 501(c)(3) | To Support Changing Woman Initiative in Establishing the First Indigenous Birth and Wellness Center in the US | $30,000 |
| Cooperative Development Institute | Northampton, MA | 501(c)(3) | For General Operating Support of the North Quabbin Community Cooperative Harvest Food Co-op | $30,000 |
| Moe Aku Productions LLC | Kaneohe, HI | 501(c)(3) | For Support of Investigations for Multi-media Interactive Indigenous Portal, as Outlined in Your Proposal | $30,000 |
| Spirit Rock Meditation Center | Woodacre, CA | 501(c)(3) | To Support the Capital Campaign | $29,100 |
| Center for Anthroposophy | Wilton, NH | 501(c)(3) | For Project Support | $28,500 |
| The Wild Foundation | Boulder, CO | 501(c)(3) | For General Operating Support of the Walking Water Project and Support for Weaving Earth for Walking Water Project Coordination | $27,660 |
| Eurythmy Spring Valley | Chestnut Ridge, NY | 501(c)(3) | For Project Support | $27,000 |
| Natural Resources Defense Council | New York, NY | 501(c)(3) | TO SUPPORT THE BLOSSOMING POSSIBILITIES PROJECT OF E2 FOR DISCRETIONARY EXPENSES ASSOCIATED WITH THE E2'S EMERGING LEADERS PROGRAM | $26,250 |
| Organic Seed Alliance | Port Townsend, WA | 501(c)(3) | To Support Culturally Significant Vegetable Varieties in the Pacific Northwest | $26,000 |
| Ceres Community Project | Sebastopol, CA | 501(c)(3) | TO PROVIDE SUPPORT FOR CERES' RESPONSE TO SONOMA COUNTY WILDFIRES IN FALL 2017 | $25,000 |
| Earthrights International | Washington, DC | 501(c)(3) | To Support the Mekong Security Project | $25,000 |
| Ignite | Oakland, CA | 501(c)(3) | For General Operating Support | $25,000 |
| Mother Nature Cambodia | Jacksonville, FL | 501(c)(3) | For Cambodian Defenders and Forest Defenders Conference Support | $25,000 |
| Partnerships for Trauma Recovery | Berkeley, CA | 501(c)(3) | For General Operating Support | $25,000 |
| Project Feast | Kent, WA | 501(c)(3) | FOR NOURISHING 'PEOPLE ON THE MOVE AND THEIR NEW COMMUNITIES | $25,000 |
| Santa Cruz Waldorf School | Santa Cruz, CA | 501(c)(3) | To Support the Scholarship Fund in Honor of Jessica and Bruce King | $25,000 |
| US Friends of the David Sheldrick Wildlife Trust | Laguna Hills, CA | 501(c)(3) | For General Operating Support | $25,000 |
| WOMEN'S VISIONARY COUNCIL | Berkeley, CA | 501(c)(3) | For General Operating Support | $25,000 |
| Anthroposophical Society in America | Ann Arbor, MI | 501(c)(3) | For General Operating Support | $23,700 |
| Game Theory Academy | Oakland, CA | 501(c)(3) | For Support of Bottoms Up Community Garden | $22,283 |
| Mesa Refuge | Point Reyes Station, CA | 501(c)(3) | TO SUPPORT PETER MATTAIR'S SERVICE | $21,250 |
| Social and Environmental Entrepreneurs | Calabasas, CA | 501(c)(3) | To Support Mandlovu and the Work of Ms. Deena Metzger | $21,000 |
| The Nature Conservancy | East Hampton, NY | 501(c)(3) | For Maloney Property Purchase | $20,350 |
| Balle | Oakland, CA | 501(c)(3) | For General Operating Support | $20,000 |
| Carbon Cycle Institute | Petaluma, CA | 501(c)(3) | For General Operating Support | $20,000 |
| Colorado Music Festival & Center for Musical Arts | Lafayette, CO | 501(c)(3) | For the Carol Kassoy Appreciation Fund | $20,000 |
| Indigenous Environmental Network | Bemidji, MN | 501(c)(3) | To Support the Mni Wiconi Sustained Community at Standing Rock to Buildwithstandingrock | $20,000 |
| Konbit for Haiti Inc | Miami, FL | 501(c)(3) | For Support of Kreyol Essence, as Per Your Proposal | $20,000 |
| Skystone Foundation | Flagstaff, AZ | 501(c)(3) | For General Operating Support | $20,000 |
| The Sustainable Food Lab | Hartland, VT | 501(c)(3) | For General Operating Support of the Climate Collaborative | $20,000 |
| Tribal Trust Foundation | Santa Barbara, CA | 501(c)(3) | For General Support of the Ancestors Film | $20,000 |
| On the Move | Napa, CA | 501(c)(3) | To Support the Arts Expression Program Within the Leadership Academy Youth | $19,000 |
| Cooperative Fund of New England | Wilmington, NC | 501(c)(3) | For General Operating Support of Morrisville Food Coop | $18,500 |
| Human Impacts Institute | Brooklyn, NY | 501(c)(3) | TO SUPPORT A "SEEDING POSSIBILITIES" GRANT FOR A SECOND CREATIVE SUMMIT | $18,500 |
| The Nature Institute | Ghent, NY | 501(c)(3) | For the Living Soils Initiative | $18,000 |
| The Praxis Project | Washington, DC | 501(c)(3) | To Support Black Organizing for Leadership & Dignity | $18,000 |
| Veterans for Peace | San Francisco, CA | 501(c)(3) | Support for Journalism Conferences Focused on Getting Rid of Native American Mascots in High Schools | $18,000 |
| Pie Ranch | Pescadero, CA | 501(c)(3) | For General Operating Support | $17,500 |
| Movement Strategy Center | Oakland, CA | 501(c)(3) | For General Operating Support of Movement Generation | $17,250 |
| Planting Justice | Oakland, CA | 501(c)(3) | For General Operating Support | $17,214 |
| Perennial Farming Initiative | San Francisco, CA | 501(c)(3) | To Support Website Design, Methodology Design, and Project Management for the Launch of a Consumer/chef-facing Guide to Soil Health | $17,000 |
| Global Press Institute | Washington, DC | 501(c)(3) | To Purchase Updated Photojournalism Equipment | $16,696 |
| Clean Water Legacy | Rapid City, SD | 501(c)(3) | To Support the Black Hills Clean Water Alliance | $16,000 |
| Occidental Arts & Ecology Center | Occidental, CA | 501(c)(3) | To Support Calcan | $16,000 |
| Proteus Fund Inc | Amherst, MA | 501(c)(3) | To Support Third Wave Fund | $16,000 |
| Sierra Club Foundation | Oakland, CA | 501(c)(3) | For General Operating Support | $16,000 |
| Sustainable Health Enterprises (she) | New York, NY | 501(c)(3) | For Support as Outlined in Your Proposal | $15,070 |
| Alliance for Nuclear Accountability | Santa Fe, NM | 501(c)(3) | For General Operating Support | $15,000 |
| Biodiversity Funders Group | San Francisco, CA | 501(c)(3) | For Administrative Support of Edf | $15,000 |
| Black Mountain Circle | Point Reyes Station, CA | 501(c)(3) | For General Operating Support | $15,000 |
| Chin Human Rights Organization | San Pablo, CA | 501(c)(3) | FOR SUPPORT OF A WORKSHOP ON ?FOLLOW UP ON REVIEW PROCESS OF CHIN CUSTOMARY LAW (CHIN ACTS)" | $15,000 |
| Cways Home | Portland, OR | 501(c)(3) | For General Operating Support | $15,000 |
| Demos | New York, NY | 501(c)(3) | For General Operating Support | $15,000 |
| International Funders for Indigenous Peoples | San Francisco, CA | 501(c)(3) | For General Operating Support | $15,000 |
| Music in the Vineyards | Napa, CA | 501(c)(3) | For General Operating Support | $15,000 |
| Point Blue Conservation Science | Petaluma, CA | 501(c)(3) | For General Operating Support | $15,000 |
| Portland Eurythmy | Portland, OR | 501(c)(3) | For General Operating Support | $15,000 |
| Seed Savers Exchange | Decorah, IA | 501(c)(3) | To Support a Position in the Preservation Department | $15,000 |
| Soil Carbon Coalition | Enterprise, OR | 501(c)(3) | For General Operating Support | $15,000 |
| Soul Fire Farm Institute | Petersburg, NY | 501(c)(3) | For General Operating Support | $15,000 |
| Southwest Research and Information Center | Albuquerque, NM | 501(c)(3) | To Support Nuclear Watch New Mexico | $15,000 |
| Sustainable Organic Integrated Livelihoods (soil) | Sherburne, NY | 501(c)(3) | For General Operating Support | $15,000 |
| The Elib Inc | Fremont, MI | 501(c)(3) | For General Operating Support | $15,000 |
| The Farm School | Athol, MA | 501(c)(3) | For General Operating Support | $15,000 |
| The Institute for Sustainable Economic Educational and Environmental Desig | Oakland, CA | 501(c)(3) | TO SUPPORT THE TOWN KITCHEN'S YOUTH FOOD PROJECT PROGRAM MANAGER POSITION | $15,000 |
| The Mosaic Project | Oakland, CA | 501(c)(3) | To Support the Capital Campaign | $15,000 |
| The Pablove Foundation | Los Angeles, CA | 501(c)(3) | For General Operating Support | $15,000 |
| The Provincetown Commons | Solebury, PA | 501(c)(3) | For General Operating Support | $15,000 |
| Transcendence Theatre Company | Sonoma, CA | 501(c)(3) | For General Operating Support | $15,000 |
| Marion Institute | Marion, MA | 501(c)(3) | For the Annual Appeal | $14,400 |
| Girlventures | San Francisco, CA | 501(c)(3) | For Project Support | $13,977 |
| Center for Third World Organizing | Oakland, CA | 501(c)(3) | For Support as Outlined in Your Proposal | $13,944 |
| Wow (work Options for Women) | Denver, CO | 501(c)(3) | For Project Support | $13,731 |
| Freedom House | Burlingame, CA | 501(c)(3) | To Support General Operating Expenses at the Monarch Shelter | $13,530 |
| Acta Non Verba | Oakland, CA | 501(c)(3) | For General Operating Support | $13,482 |
| Guilford Community Church | Guilford, VT | 501(c)(3) | FOR THE "RENEW" PORTION OF THE FUNDRAISING CAMPAIGN ADMINISTERED THROUGH THE MISSIONS COMMITTEE TO ENHANCE OUTREACH TO INCLUDE THE SCHOLARSHIP FUND FOR YOUTH PROGRAMS AND OTHER SUPPORT FOR SERVICE WORK LOCALLY, NATIONALLY AND INTERNATIONALLY | $13,000 |
| RACHEL'S NETWORK | Washington, DC | 501(c)(3) | To Support the Partnership With Uc San Francisco to Build Their Glyphosate Chemical Archive | $13,000 |
| National Lgbtq Task Force Foundation | New York, NY | 501(c)(3) | For General Operating Support | $12,500 |
| Tides Center | San Francisco, CA | 501(c)(3) | To Support Leadership Counsel for Justice and Accountability | $12,500 |
| Women Advancing Nutrition Dietetics and Agriculture | Washington, DC | 501(c)(3) | TO SUPPORT THE WHERE'S WANDA? GIRL EMPOWERMENT INITIATIVE | $12,396 |
| Southern Poverty Law Center | Montgomery, AL | 501(c)(3) | For General Operating Support | $12,000 |
| Pajaro Valley Shelter Services | Watsonville, CA | 501(c)(3) | For Project Support | $11,848 |
| City Slicker Farms | Oakland, CA | 501(c)(3) | For Project Support | $11,256 |
| The Common School | Amherst, MA | 501(c)(3) | To Support the Capital Campaign for a New Building | $11,025 |
| Ojai Education Foundation | Ojai, CA | 501(c)(3) | For General Operating Support | $11,000 |
| Casa | Austin, TX | 501(c)(3) | For Support as Outlined in Your Proposal | $10,880 |
| Community Initiatives | San Francisco, CA | 501(c)(3) | To Support Help a Mother Out | $10,870 |
| Fresh Life Foundation | Oakland, CA | 501(c)(3) | For General Operating Support | $10,509 |
| Not an Alternative | Brooklyn, NY | 501(c)(3) | For General Operating Support | $10,450 |
| Sexual Health Innovations | San Francisco, CA | 501(c)(3) | For Support of Project Callisto, as Outlined in Your Proposal | $10,395 |
| American Himalayan Foundation | San Francisco, CA | 501(c)(3) | For General Operating Support | $10,000 |
| As You Sow | Oakland, CA | 501(c)(3) | To Support the Post Cop21 Project | $10,000 |
| Bay Area Center for Waldorf Teacher Training | El Sobrante, CA | 501(c)(3) | For Project Support | $10,000 |
| Canticle Farm | Oakland, CA | 501(c)(3) | For General Operating Support | $10,000 |
| Center for Regenerative Agriculture | Ojai, CA | 501(c)(3) | For General Operating Support | $10,000 |
| Community Building Art Works | Rockville, MD | 501(c)(3) | To Support Veteran Scholarships to Power of Words Conference and General Administration | $10,000 |
| Corporate Accountability International | Boston, MA | 501(c)(3) | For General Operating Support | $10,000 |
| Crisis Text Line | New York, NY | 501(c)(3) | For General Operating Support | $10,000 |
| Esf College Foundation | Syracuse, NY | 501(c)(3) | To Support the Native Seeds of Knowledge Hub | $10,000 |
| Farmworker Justice Fund Inc | Washington, DC | 501(c)(3) | For General Operating Support | $10,000 |
| Freedom Inc | Madison, WI | 501(c)(3) | For General Operating Support | $10,000 |
| Global Purpose | Carmichael, CA | 501(c)(3) | To Support the Burmese Learning Center | $10,000 |
| Grand Valley State University | Grand Rapids, MI | 501(c)(3) | For the Kellogg Chair Endowment | $10,000 |
| Himalayan Medical Foundation | Lafayette, CO | 501(c)(3) | For General Operating Support | $10,000 |
| Honor the Earth | Callaway, MN | 501(c)(3) | For General Operating Support | $10,000 |
| Inner Fire | Brookline, VT | 501(c)(3) | For General Operating Support | $10,000 |
| Kentucky Agricultutal Development Board | Louisville, KY | 501(c)(3) | TO SUPPORT LOUISVILLE FARM TO TABLE'S WORK AS VALUE CHAIN COORDINATOR. | $10,000 |
| Nan Tolbert Nurturing Center | Ojai, CA | 501(c)(3) | For General Operating Support | $10,000 |
| Oak Ridge Environmental Peace Alliance | Oak Ridge, TN | 501(c)(3) | To Support the Defining Moment Legal Fund | $10,000 |
| Ojai Valley Green Coalition | Ojai, CA | 501(c)(3) | For General Operating Support | $10,000 |
| Pacific Zen Institute | Santa Rosa, CA | 501(c)(3) | For General Operating Support | $10,000 |
| Peace in Schools | Portland, OR | 501(c)(3) | For General Operating Support | $10,000 |
| Sffilm | San Francisco, CA | 501(c)(3) | TO SUPPORT CASEY BECK'S BLOSSOMING POSSIBILITIES INVOKING THE PAUSE GRANT FOR "EFFLUENT BLUES" | $10,000 |
| Sri Sarveshwari Samooh | Sonoma, CA | 501(c)(3) | For General Operating Support | $10,000 |
| Steiner Books | Great Barrington, MA | 501(c)(3) | For Project Support | $10,000 |
| Sustainable Food Alliance | Allentown, PA | 501(c)(3) | TO SUPPORT SUSTAINABLE FOOD TRUST'S WORK COORDINATING THE HARMONY IN FOOD AND FARMING CONFERENCE | $10,000 |
| The Doe Fund Inc | New York, NY | 501(c)(3) | For a Technical Assistance Grant to Support the Build Out of the Last-mile Distribution Plan | $10,000 |
| Tides Foundation | San Francisco, CA | 501(c)(3) | To Support the Hollyhock Fund at Nextwave Foundation | $10,000 |
| Rudolf Steiner College | Fair Oaks, CA | 501(c)(3) | For General Operating Support | $9,750 |
| Equal Access International | San Francisco, CA | 501(c)(3) | For Support as Outlined in Your Proposal | $9,710 |
| Community Foundation of Teton Valley | Driggs, ID | 501(c)(3) | In Response to the Tin Cup Challenge Grant as a Matching Amount to Support Earthfire Institute | $9,000 |
| Earth Guardians | Boulder, CO | 501(c)(3) | To Support Costs Associated With Attending the 2017 Invoking the Pause Grant Partner Gathering | $9,000 |
| Post Oil Solutions | Athens, VT | 501(c)(3) | For General Opperating Support Toward a Post Fossil Fuel World | $9,000 |
| Research Institute for Waldorf Education | Chatham, NY | 501(c)(3) | For General Operating Support | $9,000 |
| School of Lost Borders | Big Pine, CA | 501(c)(3) | For General Operating Support | $8,888 |
| Big Sky Institute for the Advancement of Nonprofits | Helena, MT | 501(c)(3) | TO SUPPORT THE BIOMIMICRY COLLABORATIVE'S COSTS ASSOCIATED WITH ATTENDING THE 2017 INVOKING THE PAUSE GRANT PARTNER GATHERING | $8,750 |
| Indigenous Arts Institute | West Hollywood, CA | 501(c)(3) | TO SUPPORT DANCING EARTH CREATIONS' COSTS ASSOCIATED WITH ATTENDING THE 2017 INVOKING THE PAUSE GRANT PARTNER GATHERING | $8,750 |
| St Vincent De Paul Community Center | Oakland, CA | 501(c)(3) | To Support the Farm Gathering Event | $8,700 |
| Threefold Educational Foundation & School | Chestnut Ridge, NY | 501(c)(3) | To Support Tuition Assistance for Speech Training | $8,600 |
| The Redford Center | San Francisco, CA | 501(c)(3) | To Support Costs Associated With Attending the 2017 Invoking the Pause Grant Partner Gathering | $8,500 |
| Theater Labrador Inc | New York, NY | 501(c)(3) | TO SUPPORT 36.5: A DURATIONAL PERFORMANCE WITH THE SEA | $8,500 |
| Newstories | Freeland, WA | 501(c)(3) | TO SUPPORT A "SEEDING POSSIBILITIES" GRANT FOR DREAMRIDER | $8,250 |
| Branch Road Farm School | Cottage Grove, OR | 501(c)(3) | For Infrastructure Improvements, Curriculum Development, and Materials for Youth Programs, as Per Your Proposal Request | $8,000 |
| Foundation for the Future of Literature and Literacy | Berkeley, CA | 501(c)(3) | For General Operating Support | $8,000 |
| Golden Courage International | Ann Arbor, MI | 501(c)(3) | For General Operating Support | $8,000 |
| Maine Family Planning | Augusta, ME | 501(c)(3) | For Community Organizer Support | $8,000 |
| The Regents of the University of California | Davis, CA | 501(c)(3) | FOR GENERAL OPERATING SUPPORT OF "COMFORT WITH DISCOMFORT: BUILDING THE CAPACITY FOR RELATIONAL ENGAGEMENT ON CLIMATE CHANGE BETWEEN SCIENTISTS AND COMMUNITIES" | $8,000 |
| Greater Kansas City Community Foundation | Kansas City, MO | 501(c)(3) | To Support the Food and Farm Communications Fund | $7,500 |
| National Save the Family Farm Coalition | Washington, DC | 501(c)(3) | For General Operating Support | $7,500 |
| Rainforest Connection | San Francisco, CA | 501(c)(3) | TO SUPPORT A "SEEDING POSSIBILITIES" GRANT FOR RAINFOREST CONNECTION | $7,500 |
| Spikenard Farm | Floyd, VA | 501(c)(3) | For Project Support | $7,500 |
| Zen Peacemakers | Montague, MA | - | For the Bearing Witness Auschwitz Retreat | $7,500 |
| Operation Food Search | St Louis, MO | 501(c)(3) | For Support of Blossoming Possibilities Project of Goodmeetsworld | $7,350 |
| Eugene Waldorf School | Eugene, OR | 501(c)(3) | To Support the Speech Work at the School During the Past Semester | $7,237 |
| Black Alliance for Just Immigration (baji) | Brooklyn, NY | 501(c)(3) | For General Operating Support | $7,000 |
| International Society of Unified Science | Salt Lake City, UT | 501(c)(3) | For Project Support, as Described in Your Funding Proposal to the Rudolf Steiner Charitable Trust | $7,000 |
| Marin Academy High School | San Rafael, CA | 501(c)(3) | For General Operating Support | $7,000 |
| New Mexico Suicide Intervention Project | Santa Fe, NM | 501(c)(3) | For General Operating Support | $7,000 |
| Community Foundation of Tompkins County | Ithaca, NY | 501(c)(3) | To Support the Strebel Fund for Community Enrichment | $6,636 |
| Sandpoint Waldorf School | Sand Point, ID | 501(c)(3) | For Support of Specialty Teachers in Their Professional Development Training | $6,064 |
| Wood River Waldorf Methods School Inc | Hailey, ID | 501(c)(3) | To Support the Music Program | $6,048 |
| Presidio Graduate School | San Francisco, CA | 501(c)(3) | To Support a Part-time Graduate Student Intern at as You Sow | $6,000 |
| The Pachamama Alliance | San Francisco, CA | 501(c)(3) | For General Operating Support | $6,000 |
| USA for Unhcr | Washington, DC | 501(c)(3) | For General Operating Support | $6,000 |
| Greenwood Tree Cooperative School | Mt Vernon, WA | 501(c)(3) | For General Operating Support | $5,848 |
| Tacoma Waldorf School | Tacoma, WA | 501(c)(3) | To Support the Relocation and Set Up of Your Waldorf School, as Per Your Proposal Request | $5,848 |
| Cedarwood Waldorf School | Portland, OR | 501(c)(3) | For Support of the School Emergency Fund, as Per Your Proposal Request | $5,798 |
| Friends of Farmworkers Inc | Philadelphia, PA | 501(c)(3) | To Be Used for Posting Bond for Immigrants Who Work in Food Chain Industries And/or Their Families, or Assisting With Other Costs Related to Being Held in Detention or Being in Deportation Proceedings | $5,780 |
| The Equus Projects | New York, NY | 501(c)(3) | For General Operating Support | $5,555 |
| Center for Spiritual Living Santa Rosa | Santa Rosa, CA | 501(c)(3) | For General Operating Support | $5,500 |
| Tsne Missionworks | Boston, MA | 501(c)(3) | To Support the Fields Corner Business Lab | $5,405 |
| Elm City Montesorri School | New Haven, CT | 501(c)(3) | For General Operating Support | $5,250 |
| New Haven Ecology Project | New Haven, CT | 501(c)(3) | For General Operating Support | $5,250 |
| Village Volunteers | Seattle, WA | 501(c)(3) | For General Operating Support of Common Ground for Africa | $5,250 |
| The Hartsbrook Schoolpioneer Valley Waldorf School Assn Inc | Hadley, MA | 501(c)(3) | To Support the 2016-17 Annual Fund | $5,040 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $6,146,814
International Compliance
- Foreign grant records maintained
- Yes
- Activity in boycott countries
- No
- Foreign corporation ownership
- No
- Foreign partnership interest
- No
- Interest in foreign trust
- No
- Passive foreign investment company interest
- No
- Transfers to foreign corporations
- No
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Europe (including Iceland & Greenland) | Grantmaking | - | 0 | 0 | $2,121,914 |
| East Asia and the Pacific | Grantmaking | - | 0 | 0 | $1,293,969 |
| South America | Grantmaking | - | 0 | 0 | $938,078 |
| Sub-saharan Africa | Grantmaking | - | 0 | 0 | $660,000 |
| North America | Grantmaking | - | 0 | 0 | $572,340 |
| Russia and Neighboring States | Grantmaking | - | 0 | 0 | $261,130 |
| South Asia | Grantmaking | - | 0 | 0 | $146,983 |
| Central America and the Caribbean | Grantmaking | - | 0 | 0 | $100,000 |
| Middle East and North Africa | Grantmaking | - | 0 | 0 | $52,400 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Payable to Rsf Sif | $45,944,043 |
| Payable to Rsf Cam, LLC | $11,037,230 |
| Payable to Rsf Gcf | $589,687 |
| Payable to Rsf Se, Inc. | $317,382 |
| Other Liabilities | $100 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- Yes
Governance Explanations
Form 990, Part VI, Section A, Line 2
“Mark a. Finser (chair person) and siegried e. Finser (trustee) have a family relationship.”
Form 990, Part VI, Section A, Line 3
“Chris cook was hired to fulfill the duties of cfo as an independent contractor during the 2017 tax year. Compensation paid to chris cook during 2017 in fulfillment of these services totaled $237,308.”
Form 990, Part VI, Section B, Line 11B
“The form 990 was prepared by an independent tax preparer in conjunction with the organization's finance and accounting staff. The cfo, general counsel, and accounting manager then review a draft of the form 990 and adjustments or revisions are made, as necessary. The completed form 990 was then distributed to the audit committee for review. Thereafter, a final copy of the form 990 is provided to all board members prior to filing with the internal revenue service.”
Form 990, Part VI, Section B, Line 12C
“All trustees and senior staff (including officers and key employees) are required to complete and sign annual conflict of interest disclosure statements which: (i) disclose any relationships, positions, or other circumstances that could potentially constitute a conflict of interest; (ii) acknowledge receipt and understanding of the full conflict of interest policy; and (iii) affirm that they will comply with the conflict of interest policy. Any alleged breaches of the conflict of interest policy are reported to the audit committee, who determine whether there is a conflict of interest, review and investigate, and recommend course of action. The person with which a conflict might exist is not allowed to vote on the transaction or otherwise try to influence the decision-makers. The audit committee's decision in regards to the matter is documented in the minutes of committee meeting.”
Form 990, Part VI, Section B, Line 15
“The organization utilizes a board compensation committee; committee members discuss the compensation for the ceo, officers, and key employees in the committee meeting. The committee utilizes comparability data from other exempt organizations and an outside consultant in determining compensation. All meetings of the compensation committee are documented contemporaneously. This process is performed annually.”
Form 990, Part VI, Section C, Line 19
“The organization's governing documents, conflict of interest policy, and financial statements are made available to the general public upon request.”
Filing and Contact Details
Filer
- Filer Name
- Rudolf Steiner Foundation Inc
- EIN
- 13-6082763
- Phone
- 4155613900
- Address
- 1002A OREILLY AVENUE, SAN FRANCISCO, CA 94129-0915
- Doing Business As
- Rsf Social Finance
Signing Officer
- Name
- Chris Cook
- Title
- CFO
- Phone
- 4155616191
- Signed
- 2018-11-13
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Jasper J Van Brakel
- Formed
- 1936
- Legal Domicile
- Ny
- Voting Board Members
- 9
- Independent Board Members
- 6
- Employees
- 46
- Volunteers
- 10
Preparer
- Firm
- Moss Adams Llp
- Address
- 101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
- Preparer
- Tracy S Paglia
- Phone
- 4159561500
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Ubi from passthroughs -6,817.”
Financial Statement Notes
PART V, LINE 4:
“The endowment funds are held for future use to assist the organization in achieving its mission.”
PART X, LINE 2:
“Accounting principles generally accepted in the united states of america prescribes recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if a tax position is more-likely-than-not sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. Management has concluded that there are no tax benefits or liabilities to be recognized at december 31, 2017 and 2016.”
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| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 35900946 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 20292 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 25592 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/DepreciationDepletionGrp/FundraisingAmt | 0 | 3354 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 16351 |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 22220 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 41925 |
| IRS990/Desc | 0 | IN 2017, RSF SOCIAL FINANCE MADE 924 GRANTS TO A VARIETY OF ORGANIZATIONS AND PROJECTS ALIGNED WITH THE FOUNDATION'S CHARITABLE MISSION TO PROMOTE A MORE SUSTAINABLE WORLD. IN ADDITION TO GRANTS MADE, RSF PROVIDED MISSION-RELATED LOANS TO FOR-PROFIT SOCIAL ENTERPRISES AND NON-PROFIT ORGANIZATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | RSF SOCIAL FINANCE |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 46 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 20293106 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 370528 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 370528 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 41523 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 41523 |
| IRS990/FeesForServicesManagementGrp/FundraisingAmt | 0 | 1575 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 7677 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 10433 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 19685 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 8583 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 41842 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 56863 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 107288 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 2091608 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 2091608 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignGrantsGrp/ProgramServicesAmt | 0 | 6146814 |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 6146814 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 37.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 17 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 18 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 19 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 20 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 21 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 24.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 34821 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 35912 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 13620 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 12410 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 17481 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 25017 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 19829 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 11621 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 27260 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 13125 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 14794 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DONALD SHAFFER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARK FINSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RON ALSTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | NEIL BLOMQUIST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MARK CENSITS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ANTHONY CHANG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | SARA ELLIS CONANT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JOCELYN ROMERO DEMIRBAG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | SIEGRIED E FINSER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | RACHAEL FLUG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | MARK RETZLOFF |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | SCOTT WILLIAMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | CHRIS COOK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | TIM GREEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | KATRINA STEFFEK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | JOHN BLOOM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | SUSIE LEE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | DEB NELSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | KELLEY BUHLES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | MELINDA CHEEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | CARRIE MONAE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | LYNNE HOEY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 360193 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 12000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 237308 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 131901 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 184662 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 171532 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 209970 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 134500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 121887 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 129372 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 129282 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 111732 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 187219 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CEO/TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | BOARD CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE THROUGH 12/23/2017 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE THROUGH 4/2017 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | TRUSTEE THROUGH 3/2017 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | CFO AND TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | SECRETARY AND GENERAL COUNSEL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | CHIEF OPERATING OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | VP, ORGANIZATIONAL CULTURE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | CHIEF INVESTMENT OFFICER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | VICE PRESIDENT, CLIENT ENGAGEMENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | DIRECTOR, PHILANTHROPIC SERVICES |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | MARKETING DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | SENIOR MANAGER, INFORMATION SYSTEMS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | SENIOR DIRECTOR, CREDIT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1936 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 9 |
| IRS990/GrantAmt | 0 | 18238057 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 103700 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 103700 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 11987543 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 11987543 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 35900946 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 14 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/FundraisingAmt | 0 | 7001 |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 34132 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 46385 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 87518 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 10939 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 10939 |
| IRS990/InterestGrp/FundraisingAmt | 0 | 7787 |
| IRS990/InterestGrp/ManagementAndGeneralAmt | 0 | 37959 |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 51586 |
| IRS990/InterestGrp/TotalAmt | 0 | 97332 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 223908 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 223908 |
| IRS990/InvestmentInJointVentureInd | 0 | 1 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 61738233 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 71791336 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 7107170 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 8067789 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 6671322 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 3622675 |
| IRS990/IRPDocumentCnt | 0 | 78 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 846804 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 293628 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 308553 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1155357 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO CREATE FINANCIAL RELATIONSHIPS THAT ARE DIRECT, TRANSPARENT, PERSONAL, AND FOCUSED ON LONG-TERM SOCIAL ECONOMIC AND ECOLOGICAL BENEFIT. WE ACHIEVE OUR MISSION BY: (1) OFFERING INVESTORS AND DONORS DYNAMIC WAYS TO ALIGN THEIR MONEY WITH THEIR VALUES; (2) CONNECTING ENTREPRENEURS WITH DIVERSE FORMS OF CAPITAL; AND (3) EMPOWERING LEADERS AND ADVANCING INNOVATIONS IN THE FIELD OF SOCIAL FINANCE. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 60989525 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 73329337 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 5235 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1075787 |
| IRS990/NoncashContributionsAmt | 0 | 7207461 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/FundraisingAmt | 0 | 31694 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 154511 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 209976 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 396181 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 6476 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 27343 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 38136 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 71955 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 30246699 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 29551422 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -6817 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 15076 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 32302 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 59184 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 106562 |
| IRS990/OtherExpensesGrp/Desc | 0 | MEMBERSHIP/SPONSORSHIP |
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Filings
Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $137,465,140
- Liabilities
- $64,135,803
- Net assets
- $73,329,337
- Revenue
- $35,900,946
- Expenses
- $24,630,104
- Net income
- $11,270,842