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The California Endowment

  • Los Angeles, CA
  • Tax-exempt since March 1996
  • EIN: 95-4523232

Organization summary

Type of Nonprofit

Designated as a 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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$362M (2023)

Expenses
$418M (2023)

Total Assets
$4.32B (2023)

Total Liabilities
$531M (2023)

Source: Form 990 tax filings from 2011 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 March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$361,897,588
Expenses
$417,921,219
Net Income
-$56,023,631
Net Assets
$3,788,343,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22,915
0.0%
Dividends $16,105,134
4.5%
Sales of Assets $298,100,029
82.4%
Other Income $46,702,150
12.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $249,009,647
59.6%
Compensation of Officers* $3,759,082
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,318,845,356
Total Liabilities $530,501,706
Net Assets $3,788,343,650
Compensation
Key Employees and Officers Compensation Other
David Greenberg (Chief Investment Officer) $1,322,453 $75,997
Robert K Ross (President/Ceo) $859,754 $94,008
Michael Wee (Mging Director, Inve) $721,792 $22,033
Martha Jimenez (Incoming Corporate Secretary) $485,552 $75,045
Dan Deleon (Vice President & Cfo) $447,271 $85,067
Kate Kendell (Chief Of Staff) $445,980 $87,097
Anthony Iton (Svp, Healthy Commty.) $423,321 $66,179
Ribka Fox (Chief Hr Off.) $354,027 $75,202
Mona Jhawar (Learning & Eval Sm) $292,056 $29,178
Minerva Carcano (Director/Chair) $53,000 $0
Kurt Chilcott (Director/Vice Chair) $39,000 $0
Katherine Flores (Director/Chair) $36,000 $0
Britta Guerrero (Director) $36,000 $0
Leslie Kautz (Director) $36,000 $0
Marta Mckenzie (Director/Committee Chair) $36,000 $1,625
Michele Siqueiros (Director) $36,000 $0
Maria Blanco (Director) $33,000 $0
Kris Hayashi (Director) $33,000 $0
Kai Hong (Director) $33,000 $0
Jahmal Miller (Director) $33,000 $0
Stacie Olivares (Director) $33,000 $0
Karthick Ramakrishnan (Director/Committee Chair) $33,000 $0
Vernita Todd (Director) $33,000 $1,972
Vien Truong (Director) $33,000 $0
Daniel Walker (Director) $33,000 $0
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990-PF
Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$461,745,846
Expenses
$212,888,822
Net Income
$248,857,024
Net Assets
$4,421,765,077
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,029
0.0%
Dividends $15,872,476
3.4%
Sales of Assets $420,295,461
91.0%
Other Income $24,927,423
5.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $212,716,050
99.9%
Compensation of Officers* $4,264,500
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,754,305,382
Total Liabilities $332,540,305
Net Assets $4,421,765,077
Compensation
Key Employees and Officers Compensation Other
David Greenberg (Chief Investment Officer) $916,136 $53,255
Robert K Ross (President/Ceo) $826,855 $94,098
Ruth Wernig (Chief Investment Officer) $811,661 $50,271
Martha Jimenez (Exec. Vp/Legal Counsel) $457,347 $84,480
Dan Deleon (Vice President & Cfo) $420,448 $86,235
Anthony Iton (Svp, Healthy Commty.) $393,116 $69,563
Ribka Fox (Chief Hr Off.) $327,611 $64,345
Kate Kendell (Chief Of Staff) $312,300 $47,070
Dana Rosenberg (Dpty Chief Inv. Off.) $277,969 $53,286
Hanh Yu (Chief Learning Off.) $264,672 $62,050
Celia Lombard (Corporate Secretary) $180,553 $79,112
Minerva Carcano (Director/Chair) $53,000 $0
Kurt Chilcott (Director/Vice Chair) $39,000 $0
Stephen Bennett (Director/Committee Chair) $36,000 $1,499
Katherine Flores (Director/Chair) $36,000 $0
Britta Guerrero (Director) $36,000 $0
Michele Siqueiros (Director) $36,000 $0
Winston Wong (Director) $36,000 $1,299
Hector Flores (Director) $33,000 $0
Shawn Ginwright (Director/Chair/Comm Chair) $33,000 $1,299
Leslie Kautz (Director) $33,000 $0
Marta Mckenzie (Director/Committee Chair) $33,000 $0
Karthick Ramakrishnan (Director/Committee Chair) $33,000 $1,613
Vien Truong (Director) $33,000 $0
Kiah Williams (Director) $33,000 $0
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990-PF
Filed on Feb. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$306,332,660
Expenses
$215,488,654
Net Income
$90,844,006
Net Assets
$4,298,041,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $24,820
0.0%
Dividends $13,845,699
4.5%
Sales of Assets $280,453,951
91.6%
Other Income $11,976,801
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $229,636,441
> 100%
Compensation of Officers* $3,501,600
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,652,654,328
Total Liabilities $354,613,320
Net Assets $4,298,041,008
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,020,291 $76,552
Robert K Ross (President/Ceo) $818,869 $92,788
David Greenberg (Dpty Chief Inv. Off.) $656,924 $44,341
Dana Rosenberg (Dpty Chief Inv. Off.) $613,685 $74,268
Martha Jimenez (Exec. Vp/Legal Counsel) $457,265 $82,611
Dan Deleon (Vice President & Cfo) $420,922 $85,134
Anthony Iton (Svp, Healthy Commty.) $395,776 $67,267
Marion Standish (Svp, Healthy Commty.) $363,499 $64,547
Gina Durham (Deputy General Couns) $298,912 $33,150
Celia Lombard (Corporate Secretary) $165,753 $80,227
Shawn Ginwright (Director/Chair/Comm Chair) $53,000 $0
Minerva Carcano (Director/Vice Chair/Comm Vc) $39,000 $0
Stephen Bennett (Director, Committee Chair) $36,000 $0
Christina Kazhe (Director/Committee Chair) $36,000 $0
Marta Mckenzie (Director/Committee Chair) $36,000 $0
Karthick Ramakrishnan (Director/Committee Chair) $36,000 $0
Winston Wong (Director) $36,000 $0
Kurt Chilcott (Director) $33,000 $0
Hector Flores (Director) $33,000 $0
Katherine Flores (Director) $33,000 $1,252
Britta Guerrero (Director) $33,000 $0
Zachary Guevara (Director) $33,000 $0
Leslie Kautz (Director) $33,000 $0
Kate Kendell (Director) $33,000 $0
Michele Siqueiros (Director) $33,000 $0
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990-PF
Filed on Feb. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$280,955,609
Expenses
$203,337,541
Net Income
$77,618,068
Net Assets
$3,330,520,626
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,111,014
5.4%
Sales of Assets $223,068,945
79.4%
Other Income $41,783,742
14.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $206,292,016
> 100%
Compensation of Officers* $3,361,098
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,446,801,045
Total Liabilities $116,280,419
Net Assets $3,330,520,626
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $923,689 $71,785
Robert K Ross (President & Ceo) $831,277 $100,150
David Greenberg (Dpty Chief Inv. Off.) $589,616 $42,027
Dana Rosenberg (Dpty Chief Inv. Off.) $537,474 $77,462
Martha Jimenez (Executive Vp & Legal Counsel) $462,505 $79,344
Dan Deleon (Vice President & Cfo) $415,212 $82,011
Anthony Iton (Svp, Healthy Commty.) $392,814 $64,738
Marion Standish (Svp Enterprise Prog.) $319,674 $62,131
Robert Ranieri (Dir. Human Resources) $291,792 $57,162
Celia Lombard (Corporate Secretary) $159,415 $54,327
Shawn Ginwright (Director/Chair/Comm Chair) $53,000 $2,394
Minerva Carcano (Director/Vice Chair/Comm Vc) $42,000 $2,020
Stephen Bennett (Director, Committee Chair) $36,000 $1,695
Christina Kazhe (Director/Committee Chair) $36,000 $2,394
Marta Mckenzie (Director/Committee Chair) $36,000 $1,700
Karthick Ramakrishnan (Director/Committee Chair) $36,000 $2,394
Walter L Buster (Director) $33,000 $2,253
Kurt Chilcott (Director) $33,000 $1,695
Hector Flores (Director) $33,000 $2,020
Britta Guerrero (Director) $33,000 $2,394
Zachary Guevara (Director) $33,000 $1,695
Leslie Kautz (Director) $33,000 $0
Kate Kendall (Director) $33,000 $0
Steven Pontell (Director) $33,000 $2,012
Vien Truong (Director) $33,000 $1,695
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990-PF
Filed on Feb. 4, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$235,234,519
Expenses
$231,645,041
Net Income
$3,589,478
Net Assets
$3,695,142,186
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,122
0.0%
Dividends $16,067,514
6.8%
Sales of Assets $203,467,542
86.5%
Other Income $14,690,218
6.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $186,399,441
80.5%
Compensation of Officers* $3,437,770
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,809,575,079
Total Liabilities $114,432,893
Net Assets $3,695,142,186
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,072,471 $69,254
Robert K Ross (President & Ceo) $814,895 $96,732
David Greenberg (Dpty Chief Inv. Off.) $605,232 $41,530
Dana Rosenberg (Dpty Chief Inv. Off.) $590,915 $77,490
Martha Jimenez (Executive Vp & Legal Counsel) $434,903 $77,010
Dan Deleon (Vice President & Cfo) $391,929 $79,248
Daniel Zingale (Svp, Healthy Ca) $389,638 $60,086
Anthony Iton (Svp, Healthy Commty.) $380,748 $63,522
Marion Standish (Svp Enterprise Prog.) $300,007 $60,775
Celia Lombard (Corporate Secretary) $154,572 $56,610
Zachary Guevara (Director/Chair/Comm Chair) $53,000 $0
Shawn Ginwright (Director/Vice Chair/Comm Vc) $39,000 $0
Minerva Carcano (Director, Committee Chair) $36,000 $980
Leslie Kautz (Director, Committee Chair) $36,000 $0
Christina Kazhe (Director, Committee Chair) $36,000 $238
Marta Mckenzie (Director, Committee Chair) $36,000 $258
Karthick Ramakrishnan (Director, Committee Chair) $36,000 $0
Stephen Bennett (Director) $33,000 $0
Walter L Buster (Director) $33,000 $129
Shan Cretin (Director) $33,000 $0
Adrienne Y Crowe (Director) $33,000 $0
Hector Flores (Director) $33,000 $0
Jane Garcia (Director) $33,000 $50
Kate Kendell (Director) $33,000 $714
Steven Pontell (Director) $33,000 $0
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990-PF
Filed on Feb. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$256,072,792
Expenses
$242,732,935
Net Income
$13,339,857
Net Assets
$3,732,211,687
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $248,311
0.1%
Dividends $16,312,891
6.4%
Sales of Assets $219,738,616
85.8%
Other Income $18,846,982
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,535,734
77.7%
Compensation of Officers* $3,385,443
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,828,720,064
Total Liabilities $96,508,377
Net Assets $3,732,211,687
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,133,249 $67,037
Robert K Ross (President & Ceo) $771,531 $95,273
David Greenberg (Dir, Publ. Mkt. Inv.) $605,661 $40,960
Dana Rosenberg (Dir, Prvt. Mkt. Inv.) $597,023 $75,975
Anthony Iton (Svp, Healthy Commty.) $402,709 $62,460
Martha Jimenez (Executive Vp & Legal Counsel) $394,838 $75,506
Daniel Zingale (Svp, Healthy Califn.) $386,338 $62,794
Dan Deleon (Vice President & Cfo) $357,397 $77,614
Jenina Garrett (Dir, Finance And Tax) $303,139 $50,932
Celia Lombard (Corporate Secretary) $159,428 $55,844
Zachary Guevara (Director/Chair/Comm Chair) $53,000 $0
Shawn Ginwright (Director/Vice Chair/Comm Chair) $42,000 $0
Stephen Bennett (Director, Committee Chair) $36,000 $209
Minerva Carcano (Director, Committee Chair) $36,000 $209
Leslie Kautz (Director, Committee Chair) $36,000 $0
Winston Wong (Director, Committee Chair) $36,000 $209
Walter L Buster (Director) $33,000 $209
Shan Cretin (Director) $33,000 $0
Adrienne Y Crowe (Director) $33,000 $0
Hector Flores (Director) $33,000 $0
Jane Garcia (Director) $33,000 $0
Christina Kazhe (Director) $33,000 $0
Kate Kendell (Director) $33,000 $0
Marta Mckenzie (Director) $33,000 $209
Steven Pontell (Director) $33,000 $209
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990-PF
Filed on Feb. 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$193,737,732
Expenses
$213,601,509
Net Income
-$19,863,777
Net Assets
$3,603,547,120
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,355,447
9.0%
Sales of Assets $155,215,343
80.1%
Other Income $20,354,351
10.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $212,079,073
99.3%
Compensation of Officers* $3,510,175
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,667,124,129
Total Liabilities $63,577,009
Net Assets $3,603,547,120
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,344,008 $65,643
Robert K Ross (President & Ceo) $750,465 $94,012
David Greenberg (Dir, Publ. Mkt. Inv.) $679,553 $66,118
Dana Rosenberg (Dir, Prvt. Mkt. Inv.) $664,163 $74,832
Anthony Iton (Svp, Healthy Commty.) $410,153 $61,793
Martha Jimenez (Executive Vp & Legal Counsel) $384,197 $74,532
Daniel Zingale (Svp, Healthy Califn.) $383,417 $76,915
Dan Deleon (Vice President & Cfo) $358,589 $76,360
Greg Hall (Dir,Prog. Qual.&Eff.) $336,946 $41,258
Celia Lombard (Corporate Secretary) $149,342 $53,972
Jane Garcia (Director/Brd Chair/Comm Chair) $48,000 $1,230
Zachary Guevara (Director/Vice Chair/Comm Chair) $36,000 $1,040
Stephen Bennett (Director, Committee Chair) $33,000 $0
Walter L Buster (Director, Committee Chair) $33,000 $1,251
Shawn Ginwright (Director, Committee Chair) $33,000 $1,041
Winston Wong (Director, Committee Chair) $33,000 $1,152
Minerva Carcano (Director) $30,000 $1,251
Shan Cretin (Director) $30,000 $1,041
Adrienne Y Crowe (Director) $30,000 $1,041
Hector Flores (Director) $30,000 $1,251
Leslie Kautz (Director (As Of 05/2016)) $30,000 $0
Christina Kazhe (Director) $30,000 $1,152
Kate Kendell (Director) $30,000 $951
Marta Mckenzie (Director) $30,000 $190
Steven Pontell (Director) $30,000 $1,342
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990-PF
Filed on June 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

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View Filing (2 of 2)

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,134,072
Expenses
$241,525,900
Net Income
-$40,391,828
Net Assets
$3,401,677,576
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,246
0.0%
Dividends $18,664,160
9.3%
Sales of Assets $155,211,712
77.2%
Other Income $26,457,119
13.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $220,222,770
91.2%
Compensation of Officers* $3,430,937
1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,485,456,009
Total Liabilities $83,778,433
Net Assets $3,401,677,576
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,375,993 $59,130
Robert K Ross (President & Ceo) $731,530 $89,211
David Greenberg (Dir, Publ. Mkt. Inv.) $719,781 $70,038
Dana Rosenberg (Dir, Prvt. Mkt. Inv.) $702,170 $53,724
Anthony Iton (Svp, Healthy Commty.) $398,026 $62,462
Daniel Zingale (Svp, Healthy Califn.) $376,069 $56,641
Martha Jimenez (Executive Vp & Legal Counsel) $363,403 $55,918
Dan Deleon (Vice President & Cfo) $337,588 $66,654
Marion Standish (Vp, Enterprise Prog.) $255,769 $63,250
Celia Lombard (Corporate Secretary) $146,335 $43,996
Jane Garcia (Dir, Board Chair) $50,500 $0
Zachary Guevara (Director, Vice Chair) $37,000 $0
Kate Kendell (Director) $35,500 $678
Shan Cretin (Director) $34,500 $0
Christina Kazhe (Director) $34,500 $0
Stephen Bennett (Director) $34,000 $0
Walter L Buster (Director) $32,500 $0
Adrienne Y Crowe (Director) $31,000 $0
Shawn Ginwright (Director) $31,000 $228
Winston Wong (Director) $31,000 $0
Hector Flores (Director) $30,500 $0
Steven Pontell (Director) $30,500 $150
Minerva Carcano (Director (As Of 5/2015)) $30,000 $828
Marta Mckenzie (Director (As Of 05/2015)) $30,000 $1,204
C Dean Germano (Director (Through 5/2015)) $500 $0
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990-PF
Filed on Feb. 9, 2017

Primary tax return for a private foundation'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 March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$203,187,154
Expenses
$223,430,595
Net Income
-$20,243,441
Net Assets
$3,698,207,767
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $85,475
0.0%
Dividends $18,827,574
9.3%
Sales of Assets $164,629,246
81.0%
Other Income $18,912,959
9.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $240,424,700
> 100%
Compensation of Officers* $3,701,148
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,768,442,347
Total Liabilities $70,234,580
Net Assets $3,698,207,767
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,278,432 $59,550
David Greenberg (Dir, Publ. Mkt. Inv.) $678,476 $69,667
Robert K Ross (President & Ceo) $675,871 $83,264
Dana Rosenberg (Dir, Prvt. Mkt. Inv.) $666,276 $47,352
Brytain Ashford (Vp, Human Resources) $634,265 $41,639
Daniel Zingale (Svp, Healthy California) $351,390 $62,289
Anthony Iton (Svp, Healthy Communities) $349,518 $61,163
Dan Deleon (Vice President & Cfo) $335,525 $72,042
James Keddy (Chief Learning Offcr) $246,244 $54,525
Marion Standish (Sr Advsr, Pres Offce) $243,159 $60,880
Celia Lombard (Corporate Secretary) $141,488 $45,611
Martha Jimenez (Executive Vp & Legal Counsel) $131,987 $12,903
C Dean Germano (Director, Chairman) $41,000 $68
Walter L Buster (Director) $33,000 $386
Jane Garcia (Director, Vice Chair) $32,500 $0
Christina Kazhe (Director) $31,500 $0
Kate Kendell (Director) $31,500 $197
Shan Cretin (Director) $31,000 $0
Adrienne Y Crowe (Director) $28,500 $0
Winston Wong (Director) $28,500 $0
Steven Pontell (Director) $28,000 $286
Stephen Bennett (Director) $27,500 $0
Shawn Ginwright (Director) $27,500 $0
Russell Gould (Director) $27,500 $0
Zachary Guevara (Director) $27,500 $0
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990-PF
Filed on Feb. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$209,398,948
Expenses
$294,487,859
Net Income
-$85,088,911
Net Assets
$3,569,157,699
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,806,461
11.4%
Sales of Assets $164,593,500
78.6%
Other Income $20,288,563
9.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $260,726,154
88.5%
Compensation of Officers* $4,439,612
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,668,459,217
Total Liabilities $99,301,518
Net Assets $3,569,157,699
Compensation
Key Employees and Officers Compensation Other
Ruth Wernig (Chief Investment Officer) $1,145,120 $49,596
Kathlyn Mead (Executive Vp & Coo) $828,857 $32,963
Robert K Ross (President & Ceo) $721,935 $69,610
David Greenberg (Dir, Return Strategy) $600,530 $69,139
Dana Rosenberg (Dir, Alt Investments) $592,179 $46,238
Daniel Zingale (Svp, Healthy California) $412,263 $59,429
Anne Marie Jones (Dir, Ctr Health Comm) $393,169 $43,557
Anthony Iton (Svp, Healthy Communities) $384,023 $54,606
Dan Deleon (Vice President & Cfo) $341,116 $72,157
Brytain Ashford (Vp, Human Resources) $297,049 $45,815
Beatriz Solis (Dir, Healthy Comm S) $265,985 $42,638
Celia Lombard (Corporate Secretary) $148,713 $46,987
Dean Germano (Director, Chairman) $40,000 $0
Jane Garcia (Director) $32,000 $0
Adrienne Crowe (Director) $29,000 $0
Maurice Lim Miller (Director) $29,000 $0
Susan Berresford (Director) $28,500 $0
Walter Buster (Director) $28,500 $0
Shan Cretin (Director) $26,500 $0
Russell Gould (Director) $26,500 $0
Christina Kazhe (Director) $26,500 $266
Steven Pontell (Director) $26,500 $601
Zachary Guevarra (Director) $26,000 $0
Shawn Ginwright (Director (As Of 5/2013)) $25,500 $335
Winston Wong (Director (As Of 5/2013)) $25,500 $0
See filing for compensation of 8 other people →
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Document Links

990-PF
Filed on Feb. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$159,685,531
Expenses
$218,310,276
Net Income
-$58,624,745
Net Assets
$3,392,515,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,460,057
15.9%
Sales of Assets $121,112,178
75.8%
Other Income $12,381,241
7.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $164,180,962
75.2%
Compensation of Officers* $3,852,342
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,562,148,280
Total Liabilities $169,632,609
Net Assets $3,392,515,671

Document Links

990-PF
Filed on April 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,956,425
Expenses
$164,971,049
Net Income
$41,985,376
Net Assets
$3,289,539,027
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $42,141,035
20.4%
Sales of Assets $150,681,985
72.8%
Other Income $12,728,625
6.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,543,630
96.1%
Compensation of Officers* $3,282,940
2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,660,548,295
Total Liabilities $371,009,268
Net Assets $3,289,539,027

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

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

PDF

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$248,421,901
Expenses
$246,856,045
Net Income
$1,565,856
Net Assets
$3,394,523,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $42,683
0.0%
Dividends $52,583,442
21.2%
Sales of Assets $185,561,263
74.7%
Other Income $8,897,519
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,552,679
69.1%
Compensation of Officers* $3,645,061
1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,745,324,056
Total Liabilities $350,800,383
Net Assets $3,394,523,673

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

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

PDF

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

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

PDF

Fiscal Year Ending Feb.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

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

PDF

Fiscal Year Ending Feb.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

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

PDF

Fiscal Year Ending Feb.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
990-T

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

PDF
PDF (2 of 2)

Fiscal Year Ending Feb.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Feb.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Feb.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • 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.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated