Fidelity Non Profit Management Foundation

Boston, MA
Tax-exempt since March 1994
EIN: 22-3195349

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Nonprofit Management (NTEE)

Donations to this organization are tax deductible.

Revenue

$280M (2023)

Expenses

$103M (2023)

Total Assets

$2.45B (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$279,618,620

Expenses

$102,992,015

Net Income

$176,626,605

Net Assets

$2,449,324,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$22,942,424	8.2%
Program Services	$0
Investment Income	$58,709,003	21.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$197,967,193	70.8%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,259,984	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,718,474	2.6%

Assets/Debt
Total Assets	$2,449,324,409
Total Liabilities	$0
Net Assets	$2,449,324,409

Compensation

Key Employees and Officers	Compensation	Related	Other
Maura Marx (President)	$513,975	$0	$14,993
Caroline Nolan (Program Director)	$230,784	$0	$48,631
Lydia Bergen (Vp, Operations)	$214,045	$0	$31,470
Gloria Lopez (Sr Program Officer, Education)	$208,213	$0	$6,929
Candace Tebbenkamp (Sr Prog Officer, Medical Sci&Health)	$204,553	$0	$40,343
Kevin Da Silva (Dir, Medical Science & Health)	$190,483	$0	$8,862
Kevin Saunders (Asst Secretary)	$176,085	$0	$37,866
Lisa Bevilaqua (Program Director, Arts & Culture)	$171,942	$0	$11,418
Daniel M Ardito (Treasurer)	$163,380	$0	$33,172
Susan Hockfield (Director)	$25,000	$447,785	$0
John Palfrey (Director (As Of 3/2023))	$25,000	$20,000	$0
Robert A Radloff (Director & Vp)	$25,000	$0	$0
Edward C Johnson Iv (Director & Chairman)	$0	$0	$0
Elizabeth L Johnson (Director (As Of 11/2023))	$0	$0	$0
Elizabeth B Johnson (Director (Thru 11/2023))	$0	$0	$0
Christopher J Mckown (Secretary)	$0	$0	$0

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990

Filed on Oct. 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$137,942,315

Expenses

$103,419,151

Net Income

$34,523,164

Net Assets

$2,272,862,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$55,965,844	40.6%
Program Services	$0
Investment Income	$35,888,516	26.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$46,087,955	33.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,540,929	1.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,830,261	1.8%

Assets/Debt
Total Assets	$2,272,862,889
Total Liabilities	$0
Net Assets	$2,272,862,889

Compensation

Key Employees and Officers	Compensation	Related	Other
Maura Marx (President)	$742,862	$0	$28,521
Kevin Da Silva (Dir, Medical Science & Health)	$286,148	$0	$33,352
Gloria Lopez (Sr Program Officer, Education)	$258,257	$0	$1,002
Caroline Nolan (Program Director)	$216,918	$0	$45,812
Daniel M Ardito (Treasurer)	$214,403	$0	$30,618
Lydia Bergen (Vp, Operations)	$206,506	$0	$26,595
Candace Tebbenkamp (Sr Prog Officer, Medical Sci&Health)	$206,472	$0	$58,875
Kevin Saunders (Asst Secretary (As Of 08/2022))	$198,280	$0	$18,144
Barbara Sullivan (Vp, Program Strategy & Impact)	$129,684	$0	$25,618
Susan Hockfield (Director)	$25,000	$446,952	$0
Thomas R Powers (Director & Vp)	$25,000	$0	$0
Robert A Radloff (Director & Vp)	$25,000	$0	$0
Edward C Johnson Iv (Director & Chairman)	$0	$0	$0
Elizabeth B Johnson (Director)	$0	$0	$0
Christopher J Mckown (Secretary)	$0	$0	$0
Melanie S Sommer (Asst Secretary (Thru 08/2022))	$0	$0	$0

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990

Filed on Nov. 10, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$256,876,248

Expenses

$77,098,233

Net Income

$179,778,015

Net Assets

$2,237,901,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$85,781,731	33.4%
Program Services	$0
Investment Income	$150,613,354	58.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$20,481,163	8.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,769,159	3.6%

Assets/Debt
Total Assets	$2,237,901,889
Total Liabilities	$0
Net Assets	$2,237,901,889

Compensation

Key Employees and Officers	Compensation	Related	Other
Maura Marx (President)	$419,704	$0	$30,205
Candace Tebbenkamp (Sr Program Officer, Medical Science & Health)	$205,824	$0	$3,046
Caroline Nolan (Program Director)	$197,028	$0	$44,004
Daniel M Ardito (Treasurer)	$191,336	$0	$32,119
Kevin Da Silva (Director, Medical Science & Health)	$188,073	$0	$7,298
Lydia Bergen (Vp, Operations)	$152,734	$0	$27,496
Barbara Sullivan (Vp, Program Strategy & Impact)	$120,930	$0	$16,771
Susan Hockfield (Director)	$12,000	$597,547	$0
Thomas R Powers (Director & Vp)	$12,000	$0	$0
Robert A Radloff (Director & Vp)	$11,000	$0	$0
Edward C Johnson Iv (Director & Chairman)	$0	$0	$0
Elizabeth B Johnson (Director)	$0	$0	$0
Christopher J Mckown (Secretary)	$0	$0	$0
Melanie S Sommer (Asst. Secretary/Legal Counsel)	$0	$0	$0

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990

Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2020

Revenue

$111,980,332

Expenses

$74,993,413

Net Income

$36,986,919

Net Assets

$2,058,127,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$15,669,095	14.0%
Program Services	$0
Investment Income	$25,654,048	22.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$70,645,723	63.1%
Net Inventory Sales	$0
Other Revenue	$11,466	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,000	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,674,830	2.2%

Assets/Debt
Total Assets	$2,058,127,832
Total Liabilities	$0
Net Assets	$2,058,127,832

Compensation

Key Employees and Officers	Compensation	Related	Other
Maura Marx (President)	$390,078	$0	$33,924
Daniel M Ardito (Treasurer)	$207,785	$0	$36,095
Caroline Nolan (Program Officer)	$182,584	$0	$44,136
Barbara Sullivan (Vp Research Learning Evaluation)	$137,101	$0	$2,491
Lydia Bergen (Vp Operations)	$119,173	$0	$18,885
Timothy Regele (Program Officer)	$114,945	$0	$12,010
Thomas R Powers (Director & Vice Pres)	$12,000	$0	$0
Robert A Radloff (Director & Vice Pres)	$12,000	$0	$0
Susan Hockfield (Director)	$12,000	$807,998	$0
Elizabeth B Johnson (Director)	$0	$0	$0
Edward C Johnson Iv (Director & Chairman)	$0	$0	$0
Christopher J Mckown (Secretary)	$0	$0	$0
Melanie S Sommer (Asst. Secretary/Legal Coun)	$0	$0	$0

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990

Filed on Nov. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$383,592,162

Expenses

$136,206,522

Net Income

$247,385,640

Net Assets

$2,021,140,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$13,789,807	3.6%
Program Services	$0
Investment Income	$162,566,655	42.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$204,348,114	53.3%
Net Inventory Sales	$0
Other Revenue	$2,887,586	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$474,793	0.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$565,499	0.4%

Assets/Debt
Total Assets	$2,021,140,913
Total Liabilities	$0
Net Assets	$2,021,140,913

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Maura Marx (President)	$276,957	$0	$47,090
Daniel M Ardito (Treasurer)	$168,836	$0	$50,310
Caroline Nolan (Program Officer)	$134,327	$0	$27,358
Lydia Bergen (Vp Operations)	$108,511	$0	$13,951
Robert A Radloff (Director & Vice Pres)	$10,000	$0	$0
Susan Hockfield (Director)	$10,000	$725,363	$0
Thomas R Powers (Director & Vice Pres)	$9,000	$0	$0
Elizabeth B Johnson (Director)	$0	$0	$0
Edward C Johnson Iv (Director & Chairman)	$0	$0	$0
Christopher J Mckown (Secretary)	$0	$0	$0
Melanie S Sommer (Asst. Secretary/Legal Coun)	$0	$0	$0

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990

Filed on Nov. 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$383,081,506

Expenses

$34,275,523

Net Income

$348,805,983

Net Assets

$1,674,450,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$199,310,558	52.0%
Program Services	$0
Investment Income	$33,497,139	8.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$150,133,970	39.2%
Net Inventory Sales	$0
Other Revenue	$139,839	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,000	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$316,000	0.9%

Assets/Debt
Total Assets	$1,674,450,896
Total Liabilities	$0
Net Assets	$1,674,450,896

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Revenue

$225,950,566

Expenses

$47,939,138

Net Income

$178,011,428

Net Assets

$1,325,644,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,482,000	3.3%
Program Services	$0
Investment Income	$68,100,259	30.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$147,344,101	65.2%
Net Inventory Sales	$0
Other Revenue	$3,024,206	1.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$36,000	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,325,644,913
Total Liabilities	$0
Net Assets	$1,325,644,913

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Revenue

$207,785,302

Expenses

$51,760,842

Net Income

$156,024,460

Net Assets

$1,147,633,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,778,631	1.3%
Program Services	$0
Investment Income	$45,872,103	22.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$159,178,312	76.6%
Net Inventory Sales	$0
Other Revenue	-$43,744

Notable Expenses		Percent of Total Expenses
Executive Compensation	$30,000	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,147,633,485
Total Liabilities	$0
Net Assets	$1,147,633,485

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$84,258,438

Expenses

$154,731,657

Net Income

-$70,473,219

Net Assets

$989,206,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$75,000	0.1%
Program Services	$0
Investment Income	$33,493,102	39.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$50,455,920	59.9%
Net Inventory Sales	$0
Other Revenue	$234,416	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,000	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$989,206,399
Total Liabilities	$0
Net Assets	$989,206,399

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$60,539,264

Expenses

$24,122,033

Net Income

$36,417,231

Net Assets

$1,059,679,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$125,000	0.2%
Program Services	$0
Investment Income	$29,726,756	49.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$30,671,503	50.7%
Net Inventory Sales	$0
Other Revenue	$16,005	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,000	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,059,679,618
Total Liabilities	$0
Net Assets	$1,059,679,618

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$238,509,457

Expenses

$46,391,727

Net Income

$192,117,730

Net Assets

$1,023,458,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$725,000	0.3%
Program Services	$0
Investment Income	$23,217,140	9.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,605,150	0.7%
Net Fundraising	$0
Sales of Assets	$212,878,325	89.3%
Net Inventory Sales	$0
Other Revenue	$83,842	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$27,000	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,023,458,134
Total Liabilities	$0
Net Assets	$1,023,458,134

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$100,184,790

Expenses

$71,973,744

Net Income

$28,211,046

Net Assets

$831,459,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,100,000	1.1%
Program Services	$0
Investment Income	$22,284,789	22.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,605,150	1.6%
Net Fundraising	$0
Sales of Assets	$74,696,096	74.6%
Net Inventory Sales	$0
Other Revenue	$498,755	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$33,000	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$831,459,679
Total Liabilities	$0
Net Assets	$831,459,679

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$69,942,751

Expenses

$68,787,158

Net Income

$1,155,593

Net Assets

$801,744,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,225,000	1.8%
Program Services	$0
Investment Income	$17,726,549	25.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,605,150	2.3%
Net Fundraising	$0
Sales of Assets	$49,115,895	70.2%
Net Inventory Sales	$0
Other Revenue	$270,157	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$24,000	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$801,744,638
Total Liabilities	$0
Net Assets	$801,744,638

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Revenue

$60,567,028

Expenses

$67,248,146

Net Income

-$6,681,118

Net Assets

$801,097,945

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,425,000	2.4%
Program Services	$0
Investment Income	$16,162,001	26.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$1,605,150	2.7%
Net Fundraising	$0
Sales of Assets	$41,150,947	67.9%
Net Inventory Sales	$0
Other Revenue	$223,930	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$30,000	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$801,097,945
Total Liabilities	$0
Net Assets	$801,097,945

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
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Updated December 20, 2024

Fidelity Non Profit Management Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $280M (2023)

Expenses $103M (2023)

Total Assets $2.45B (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$280M (2023)

Expenses

$103M (2023)

Total Assets

$2.45B (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001