Impactassets Inc
97% goes to programs $0 to raise $100 Strong reserves
Impactassets Inc is a 501(c)(3) organization based in Bethesda, Maryland, registered in 2009, with $680,266,004 in FY2024 revenue. CharityIndex grades it A, and it directs about 97% of spending to programs.
4340 East West Hwy Ste 210, Bethesda, MD, 20814 EIN 26-2048480 Since 2009
Revenue (FY2024)
$680.3M
▼ 21.5% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$627.3M
Net assets
$3.0B
Employees
54
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
A+Program efficiency40% of the rating97% to programs · $0 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Impactassets Inc: 97% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
AFinancial health25% of the rating57 mo reserves · +8% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Impactassets Inc: 57 mo reserves · +8% margin earns a A on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Impactassets Inc: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
ATransparency10% of the rating4 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Impactassets Inc: 4 of 5 disclosure signals earns a A on this criterion. See the exact thresholds →
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Mission
The mission of this corporation is to be the preeminent partner for impact investing and charitable giving, helping us all achieve our greatest impact.
Contact & location
- Address
- 4340 East West Hwy Ste 210, Bethesda, MD, 20814
- City
- Bethesda
- State
- Maryland
- Subcategory
- Federated Giving Programs
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $33.0M (FY2013) to $680.3M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $43.0MNet assets $3.0B
Operating margin
7.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$3.0B
Total liabilities
$43.0M
Net assets
$3.0B
Salaries & benefits
$8.8M
1% of expenses
Board members
6
1 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $680,266,004▼21.5% | $627,276,057▲117% | $2,959,658,110▲4.2% | $3,002,686,264▲2.6% | 990 |
| 2023 | $866,540,160▲127% | $288,831,658▲18.4% | $2,840,591,616▲31.6% | $2,926,060,513▲33.5% | 990 |
| 2022 | $382,327,423▼46.8% | $243,930,414▲11.6% | $2,159,242,706▲0.2% | $2,191,122,674▲0.3% | 990 |
| 2021 | $717,988,041▲81.0% | $218,647,123▲10.2% | $2,155,214,307▲59.2% | $2,184,359,966▲57.8% | 990 |
| 2020 | $396,643,138▼46.0% | $198,467,861▲73.0% | $1,354,138,839▲21.7% | $1,383,884,329▲22.5% | 990 |
| 2019 | $734,781,486▲235% | $114,731,627▼24.8% | $1,112,972,578▲142% | $1,129,447,893▲138% | 990 |
| 2018 | $219,620,965▲66.7% | $152,600,901▲259% | $459,014,144▲12.4% | $474,316,071▲12.1% | 990 |
| 2017 | $131,779,929▲106% | $42,540,942▲40.5% | $408,276,568▲34.0% | $423,233,659▲33.0% | 990 |
| 2016 | $63,840,269▼44.5% | $30,281,278▼1.9% | $304,684,636▲20.5% | $318,132,444▲19.4% | 990 |
| 2015 | $115,045,966▲5.1% | $30,871,190▲23.7% | $252,922,114▲43.5% | $266,481,023▲48.5% | 990 |
| 2014 | $109,485,998▲232% | $24,956,918▲12.8% | $176,280,091▲90.5% | $179,388,950▲85.4% | 990 |
| 2013 | $32,975,030 | $22,118,176▲157% | $92,542,471▲19.0% | $96,733,140▲19.6% | 990 |
| 2012 | — | $8,597,930▲1827% | $77,777,976▲230% | $80,867,661▲242% | 990 |
| 2010 | — | $446,126 | $23,594,847 | $23,618,329 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Alice Lowenstein — $392,307 (0.06% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Alice Lowenstein | Chief Operating Officer | 40 | $392,307 |
| Timothy Freundlich | Founder, Ed, Strategic Partner | 40 | $370,247 |
| Ivy Duke | General Counsel | 40 | $319,949 |
| Dana Cotter | Managing Director, Impact | 40 | $304,181 |
| Deborah Parsons | Managing Director, Business Development & Client E | 40 | $261,264 |
| Surin Ramkissoon | Treasurer & Managing Director, Finance | 40 | $249,970 |
| Margret Trilli | Ceo & Cio | 20 | $217,238 |
| Daniel Skaff | Chair-elect | 1 | $70,000 |
| Kim Wright-violich | Secretary | 1 | $50,000 |
| Liesbet Peeters | Director | 1 | $50,000 |
| Ian Fuller | Director | 1 | $40,000 |
| Lauren Booker Allen | Director | 1 | $35,000 |
| Liesel Pritzker Simmons | Chairperson | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Align Impact LLC | Philanthropic Advisory Services | $301,013 |
| Raise For Good LLC | Philanthropic Advisory Services | $290,000 |
| Faegre Drinker Biddle & Reath LLP | Legal Services | $263,648 |
| Io904 LLC | Philanthropic Advisory Services | $240,100 |
| Stellar Technology Solutions LLC | Technology Services | $232,315 |
Grants received · $1.1B total
207 grants to Impactassets Inc totaling $1.1B, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Common Counsel Foundation | Fund closeout | 2024 | $37,233,011 |
| Tides Foundation | Healthy individuals and communities | 2024 | $19,886,752 |
| American Endowment Foundation | Philanthropy | 2024 | $11,084,116 |
| Raymond James Charitable Endowment Fund | General support | 2024 | $5,090,000 |
| Dechomai Foundation Inc | Unrestricted | 2024 | $4,543,849 |
| Jewish Community Fdn of the Jewish Federation Council of Greater La | General support | 2024 | $2,000,000 |
| Jewish Communal Fund | In furtherance of grantee's tax-exempt purpose | 2024 | $2,000,000 |
| The Milken Institute | Initiative for inclusive entrepreneurship (iie) | 2024 | $1,370,000 |
| Amalgamated Charitable Foundation Inc | Project support | 2024 | $515,000 |
| Greater Washington Community Foundation | General support | 2024 | $302,111 |
| Robert R Mccormick Foundation | Capital investment for do right services via liftup workers donor advised fund | 2024 | $250,000 |
| Columbus Foundation | Advancing philanthropy | 2024 | $150,000 |
| National Christian Charitable Foundation | Community development | 2024 | $111,000 |
| Santa Barbara Foundation | Public and societal benefit | 2024 | $105,000 |
| Daffy Charitable Fund | General support of mission | 2024 | $100,000 |
Grants made · $580.1M in FY2024
2,733 grants totaling $580.1M in FY2024 — showing the 15 largest. All grants made by Impactassets Inc →
| Recipient | Purpose | Amount |
|---|---|---|
| National Philanthropic Tr | General support | $160,826,426 |
| Giveclear Foundation | General support | $86,038,909 |
| Anpo Inc | General support | $22,500,000 |
| Hopewell Fund | General support | $11,261,500 |
| Defending Democracy Together Institute | General support | $9,050,000 |
| Black Farmer Fund Inc | General support | $8,200,250 |
| Fidelity Investments Charitable Gift Fund | General support | $7,823,172 |
| Atmos Ltd | General support | $5,263,827 |
| Fidelity Investments Charitable Gift Fund | General support | $4,284,252 |
| Ekvnv Yefolecvlke | General support | $4,046,000 |
| American Online Giving Foundation Inc | General support | $3,800,000 |
| New Venture Fund | General support | $3,593,554 |
| Social Good Fund Inc | General support | $2,636,250 |
| Great Work Education Holdings Inc | General support | $2,606,444 |
| Generation180 | General support | $2,500,000 |
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Frequently asked questions
- Is Impactassets Inc a legitimate nonprofit?
- Yes. Impactassets Inc is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 26-2048480, based in Bethesda, Maryland. Donations are tax-deductible.
- What is Impactassets Inc's EIN?
- Impactassets Inc's Employer Identification Number (EIN) is 26-2048480.
- How much revenue does Impactassets Inc report?
- Impactassets Inc reported $680,266,004 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Impactassets Inc's spending goes to programs?
- Impactassets Inc spends about 97% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Impactassets Inc have?
- CharityIndex grades Impactassets Inc A, based on program efficiency and fundraising cost.
- How much does Impactassets Inc's highest-paid employee make?
- The highest reported compensation on Impactassets Inc's latest Form 990 is $392,307, paid to Alice Lowenstein (Chief Operating Officer).
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Data for Impactassets Inc (EIN 26-2048480) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.