philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Cause Effective INC FY2021 filing

Tax-deductible

North Haven, CT501(c)(3)Public & Societal Benefit EIN 13-3083978Revenue $1.0M in FY2021

On file with the IRScauseeffective.org24 Legrand Rd, 06473-1013 · North Haven, CTTax-exempt since Jul 1981Publicly supported charity — 170(b)(1)(A)(vi)

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

To transform nonprofits by partnering with mission-driven leaders to achieve social change.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$97K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $32K a year · 3% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
65%
of spending
Fine: 65% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$97K
to officers and key staff · 11% of spending
Looks good: pay to officers and key staff is 11% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $301K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$190K
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
+25% vs prior year
Spent
$870K
To programs
65%
Net assets
$275K
By yearFY2020–FY2024
Revenue
$1.0M
FY2021▲ +25%
Tap a bar for its year
Revenue by fiscal year
FY2020$809K
FY2021$1.0M
FY2022$1.4M
FY2023$1.7M
FY2024$1.2M
Expenses
$870K
FY2021-0.1%
Tap a bar for its year
Expenses by fiscal year
FY2020$871K
FY2021$870K
FY2022$1.2M
FY2023$1.8M
FY2024$1.6M
Net assets
$275K
FY2021▲ +104%
Tap a bar for its year
Net assets by fiscal year
FY2020$135K
FY2021$275K
FY2022$486K
FY2023$386K
FY2024$244K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1981.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $568K Management & general 31% · $272K Fundraising 3% · $30K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

14 people listed on the 990; $97K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Judy Levine
President/Executive Director
$96,534Pt VII · Sec A
Didi Lacher
Vice Chair
$0Pt VII · Sec A
Mark Castle
Treasurer
$0Pt VII · Sec A
Amy Wolf
Secretary
$0Pt VII · Sec A
Gabriella Polur
Board Member
$0Pt VII · Sec A
Abdul Muid
Board Member
$0Pt VII · Sec A
Pedro Reyes
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
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.

See Cause Effective INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

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.

Questions for Cause Effective INC

Tap to ask. Cause Effective INC sees how many people are interested.

Your first name shows with your question. Cause Effective INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $568K · in their own filed words · FY2020
01

Consulting

Last year we guided 162 nonprofits through customized board trainings, intensive coaching or year-long fundraising residencies. Overall, over 2,000 nonprofit leaders were inspired and influenced by cause effective's coaching and training to build customized plans to diversify their funding and activate their boards.

$459Kprogram expense
02

Workshops

Last year we led over 42 workshops and trainings to elevate nonprofit leaderships' knowledge and skills in board governance and fundraising.

$109Kprogram expense
03

Publications

We provide thought leadership on a sectoral level on issues pertaining to fundraising and governance, especially strategic concerns relating to equity, access, and ensuring that all have their rightful seat at the table.

Pt IX · col B

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
See all 4 funders →

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.0M
Ln 12
Gifts and grantsLn 1h$683K
Fees for servicesLn 2g$250K
Other incomeLn 4–11$78K
Money outPt IX
$870K
Ln 25
Programscol B$568K
Managementcol C$272K
Fundraisingcol D$30K
Owns and owesPt X
$275K
net assets · Ln 32
Cash and savingsLn 1–2$206K
Total assetsLn 16$466K
LiabilitiesLn 26$190K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$683K
Government grantsLn 1e$210K
Fees for servicesLn 2g$250K
Investment incomeLn 3$15
Other incomeLn 4–11$78K
Total revenueLn 12$1.0M
Assets in detailPt X, end of year
CashLn 1$35K
SavingsLn 2$171K
Cash and savings togetherLn 1–2$206K
Land, buildings, equipmentLn 10c$12K
Other assetsLn 15$57K
Total assetsLn 16$466K
LiabilitiesLn 26$190K
Net assetsLn 32$275K
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
LineStart FY21End FY21
Cash and savingsLn 1–2$251K$206K
Land, buildings, equipmentLn 10c$17K$12K
Total assetsLn 16$311K$466K
LiabilitiesLn 26$177K$190K
Net assetsLn 32$135K$275K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$137K$93K$39K$5K
Other salaries and wagesLn 7$494K$336K$142K$17K
Other employee benefitsLn 9$31K$20K$9K$1K
Payroll taxesLn 10$58K$39K$17K$2K
Accounting feesLn 11c$25K$25K
Other fees for servicesLn 11g$48K$31K$17K
Office expensesLn 13$8K$4K$3K$753
OccupancyLn 16$19K$17K$1K
TravelLn 17$962$500$381$81
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$2K$2K$548$79
Other expenses (24a–d)Ln 24$42K$25K$13K$3K
Total functional expensesLn 25$870K$568K$272K$30K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $1.0M$870K$141K$275K 990 PDF
FY2020 $809K$871K−$62K$135K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,011,069 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $480,795$683,496
I-9 Program service revenuePrior year $303,179$249,597
I-10 Investment incomePrior year $130$15
I-11 Other revenuePrior year $25,300$77,961
I-12 Total revenuePrior year $809,404$1,011,069
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 $652,820$720,137
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $218,529$150,222
I-18 Total expensesPrior year $871,349$870,359
I-19 Revenue less expensesPrior year −$61,945$140,710
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $1,011,069 across 7 lines filed
VIII-1e Government grants$209,603
VIII-1f All other contributions, gifts and grants$473,893
VIII-1h Total contributions, gifts and grants$683,496
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $249,597$249,597
VIII-3 Investment incomeExcluded from tax $15$15
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $77,961$77,961
VIII-12 Total revenueRelated to mission $249,597 · Unrelated business $0 · Excluded from tax $77,976$1,011,069
Part IX · Statement of functional expenses $870,359 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $93,054 · Management $39,454 · Fundraising $4,646$137,154
IX-7 Other salaries and wagesPrograms $335,727 · Management $141,788 · Fundraising $16,647$494,162
IX-9 Other employee benefitsPrograms $20,491 · Management $9,048 · Fundraising $1,099$30,638
IX-10 Payroll taxesPrograms $38,914 · Management $17,185 · Fundraising $2,084$58,183
IX-11c Accounting feesManagement $24,572$24,572
IX-11g Other fees for servicesPrograms $31,300 · Management $16,850$48,150
IX-13 Office expensesPrograms $3,983 · Management $3,385 · Fundraising $753$8,121
IX-16 OccupancyPrograms $17,333 · Fundraising $1,477$18,810
IX-17 TravelPrograms $500 · Management $381 · Fundraising $81$962
IX-22 Depreciation, depletion and amortizationManagement $5,878$5,878
IX-23 InsurancePrograms $1,598 · Management $548 · Fundraising $79$2,225
IX-24 Other expenses (24a–d)Programs $25,422 · Management $12,653 · Fundraising $3,429$41,504
IX-25 Total functional expensesPrograms $568,322 · Management $271,742 · Fundraising $30,295$870,359
Part X · Balance sheet $465,659 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $40,294$35,058
X-2 Savings and temporary cash investmentsStart of year $211,106$171,120
X-3 Pledges and grants receivableStart of year $23,601$175,437
X-9 Prepaid expenses and deferred chargesStart of year $19,338$14,229
X-10c Land, buildings and equipment, netStart of year $17,019$12,499
X-15 Other assetsStart of year $0$57,316
X-16 Total assetsStart of year $311,358$465,659
X-17 Accounts payable and accrued expensesStart of year $17,951$20,976
X-19 Deferred revenueStart of year $5,475$37,750
X-25 Other liabilitiesStart of year $153,171$131,462
X-26 Total liabilitiesStart of year $176,597$190,188
X-27 Net assets without donor restrictionsStart of year $25,299$174,103
X-28 Net assets with donor restrictionsStart of year $109,462$101,368
X-32 Total net assets or fund balancesStart of year $134,761$275,471
X-33 Total liabilities and net assetsStart of year $311,358$465,659
Part XI · Reconciliation of net assets $275,471 net assets at year end
XI-1 Total revenue$1,011,069
XI-2 Total expenses$870,359
XI-3 Revenue less expenses$140,710
XI-4 Net assets at start of year$134,761
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$275,471

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.