Cause Effective INC: Nonprofit Profile, Financials & Form 990 (EIN 13-3083978)

Sonya Shields’s $161K as Executive Director is at the 53rd percentile of top reported officer pay among 731 $1–10M public & societal benefit nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

Name	FY2024	FY2023	FY2022	FY2021	FY2020
Sonya Shields	$160,619	—	—	—	—
Judy Levine	$77,532	$155,629	$143,508	$96,534	$79,792
Shyla Rivera	$115,292	—	—	—	—
David McGoy	$110,031	—	—	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Partners with leaders to achieve social change by transforming nonprofits.

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2 programs · $817K · in their own filed words · FY2023

01

Consulting

Last year we counseled 139 nonprofits through customized board trainings, intensive coaching or year-long fundraising residencies. Over 1,000 nonprofit leaders were inspired and influenced by cause effective's coaching and training to diversify revenue and address risks to organizational resilience.

$781Kprogram expense

02

Workshops

Last year we led over 53 workshops and trainings designed to elevate nonprofit leadership's knowledge and skills in board governance and fundraising, made possible by collaborations with 11 funders and other PARTNERS.PUBLICATIONS - we provide thought leadership on a sectoral level on issues pertaining to fundraising and governance…

$36Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

The New York Community TrustFY2024$257K

Network for Good INCFY2024$27K

Curtis W McGraw FoundationFY2024$15K

Jpmorgan Chase FoundationFY2024$2K

Total grants receivedfrom 4 funders$301K

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By the numbers

The FY2024 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$1.2M

Ln 12

Gifts and grantsLn 1h$845K

Fees for servicesLn 2g$386K

Other incomeLn 4–11$4K

Money outPt IX

$1.6M

Ln 25

Programscol B$817K

Managementcol C$620K

Fundraisingcol D$149K

Owns and owesPt X

$244K

net assets · Ln 32

Cash and savingsLn 1–2$24K

Total assetsLn 16$312K

LiabilitiesLn 26$68K

PeoplePt VI, VII

15

listed · VII A

PaidVII A4

Voting boardVI 1a11

IndependentVI 1b11

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$845K

Government grantsLn 1e$27K

Fees for servicesLn 2g$386K

Investment incomeLn 3$16

Other incomeLn 4–11$4K

Total revenueLn 12$1.2M

Assets in detailPt X, end of year

CashLn 1$24K

Cash and savings togetherLn 1–2$24K

Land, buildings, equipmentLn 10c$3K

Total assetsLn 16$312K

LiabilitiesLn 26$68K

Net assetsLn 32$244K

OperationsPt I, VI

EmployeesI 527

VolunteersI 611

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$144K	$24K
Land, buildings, equipmentLn 10c	$3K	$3K
Total assetsLn 16	$651K	$312K
LiabilitiesLn 26	$265K	$68K
Net assetsLn 32	$386K	$244K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$413K	$306K	$92K	$15K
Other salaries and wagesLn 7	$649K	$223K	$368K	$57K
Pension plan contributionsLn 8	$31K	$15K	$14K	$2K
Other employee benefitsLn 9	$51K	$25K	$22K	$4K
Payroll taxesLn 10	$99K	$48K	$43K	$8K
Accounting feesLn 11c	$33K	$18K	$13K	$2K
Other fees for servicesLn 11g	$190K	$109K	$32K	$49K
Office expensesLn 13	$9K	$6K	$931	$2K
OccupancyLn 16	$10K	$5K	$4K	$685
TravelLn 17	$10K	$4K	$4K	$827
InsuranceLn 23	$2K	$510	$1K	$69
Other expenses (24a–d)Ln 24	$82K	$55K	$20K	$7K
All other expensesLn 24e	$7K	$2K	$4K	$625
Total functional expensesLn 25	$1.6M	$817K	$620K	$149K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$1.2M	$1.6M	−$351K	$244K	990 PDF
FY2023	$1.7M	$1.8M	−$100K	$386K	990 PDF
FY2022	$1.4M	$1.2M	$211K	$486K	990 PDF
FY2021	$1.0M	$870K	$141K	$275K	990 PDF
FY2020	$809K	$871K	−$62K	$135K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations

See the full FY2024 990 (6 parts)

Part I · Summary $1,234,731 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,116,486$844,506

I-9 Program service revenuePrior year $601,050$385,717

I-10 Investment incomePrior year $607$16

I-11 Other revenuePrior year −$23,690$4,492

I-12 Total revenuePrior year $1,694,453$1,234,731

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $1,485,473$1,243,076

I-16a Professional fundraising feesPrior year $20,800$0

I-17 Other expensesPrior year $287,782$342,566

I-18 Total expensesPrior year $1,794,055$1,585,642

I-19 Revenue less expensesPrior year −$99,602−$350,911

Part VI · Governance 11 of 11 board members independent, no flags

VI-1a Voting members of the governing body11

VI-1b Independent voting members11

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $1,234,731 across 8 lines filed

VIII-1e Government grants$27,383

VIII-1f All other contributions, gifts and grants$817,123

VIII-1h Total contributions, gifts and grants$844,506

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $385,717$385,717

VIII-3 Investment incomeExcluded from tax $16$16

VIII-8 Net income from fundraising eventsExcluded from tax $2,545$2,545

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,947$1,947

VIII-12 Total revenueRelated to mission $385,717 · Unrelated business $0 · Excluded from tax $4,508$1,234,731

Part IX · Statement of functional expenses $1,585,642 across 13 lines filed

IX-5 Pay of current officers, directors and key staffPrograms $305,926 · Management $92,486 · Fundraising $14,662$413,074

IX-7 Other salaries and wagesPrograms $223,374 · Management $367,935 · Fundraising $57,273$648,582

IX-8 Pension plan contributionsPrograms $15,156 · Management $13,744 · Fundraising $2,492$31,392

IX-9 Other employee benefitsPrograms $24,643 · Management $22,349 · Fundraising $4,053$51,045

IX-10 Payroll taxesPrograms $47,785 · Management $43,338 · Fundraising $7,860$98,983

IX-11c Accounting feesPrograms $17,716 · Management $12,621 · Fundraising $2,396$32,733

IX-11g Other fees for servicesPrograms $109,128 · Management $32,120 · Fundraising $48,941$190,189

IX-13 Office expensesPrograms $6,060 · Management $931 · Fundraising $2,344$9,335

IX-16 OccupancyPrograms $5,266 · Management $4,403 · Fundraising $685$10,354

IX-17 TravelPrograms $4,495 · Management $4,215 · Fundraising $827$9,537

IX-23 InsurancePrograms $510 · Management $1,390 · Fundraising $69$1,969

IX-24 Other expenses (24a–d)Programs $55,367 · Management $19,652 · Fundraising $6,866$81,885

IX-24e All other expensesPrograms $1,527 · Management $4,412 · Fundraising $625$6,564

IX-25 Total functional expensesPrograms $816,953 · Management $619,596 · Fundraising $149,093$1,585,642

Part X · Balance sheet $312,209 assets, 13 lines filed

X-1 Cash, non-interest-bearingStart of year $144,045$24,362

X-3 Pledges and grants receivableStart of year $237,919$83,845

X-4 Accounts receivable$185,438

X-9 Prepaid expenses and deferred chargesStart of year $15,035$15,316

X-10c Land, buildings and equipment, netStart of year $3,248$3,248

X-16 Total assetsStart of year $651,022$312,209

X-17 Accounts payable and accrued expensesStart of year $260,046$55,932

X-19 Deferred revenueStart of year $4,500$12,164

X-26 Total liabilitiesStart of year $264,546$68,096

X-27 Net assets without donor restrictionsStart of year $144,725−$201,388

X-28 Net assets with donor restrictionsStart of year $241,751$445,501

X-32 Total net assets or fund balancesStart of year $386,476$244,113

X-33 Total liabilities and net assetsStart of year $651,022$312,209

Part XI · Reconciliation of net assets $244,113 net assets at year end

XI-1 Total revenue$1,234,731

XI-2 Total expenses$1,585,642

XI-3 Revenue less expenses−$350,911

XI-4 Net assets at start of year$386,476

XI-8 Prior period adjustments$208,548

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$244,113

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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