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

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
$144K 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

FY2022 · 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
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$144K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
4 mo
of spending, in cash
Looks good: 4.2 months of spending in cash; 3 or more.
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
$82K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
+37% vs prior year
Spent
$1.2M
To programs
63%
Net assets
$486K
By yearFY2020–FY2024
Revenue
$1.4M
FY2022▲ +37%
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
$1.2M
FY2022▲ +35%
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
$486K
FY2022▲ +76%
Tap a bar for its year
Net assets by fiscal year
FY2020$135K
FY2021$275K
FY2022$486K
FY2023$386K
FY2024$244K

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2022 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

63 cents of each dollar spent went to programs.

Program services 63% · $744K Management & general 25% · $299K Fundraising 11% · $134K

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

15 people listed on the 990; $144K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
President/Executive Direct
$143,508Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
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

2 programs · $744K · in their own filed words · FY2021
01

Consulting

Last year we counseled 147 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.

$651Kprogram expense
02

Workshops

Last year we led over 35 workshops and trainings designed to elevate nonprofit leadership's knowledge and skills in board governance and fundraising, made possible by collaborations with 35 funders and other PARTNERS.PUBLICATIONS - we provide thought leadership on a sectoral level on issues pertaining to fundraising and governance…

$93Kprogram 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
Total grants receivedfrom 4 funders$301K
See all 4 funders →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.4M
Ln 12
Gifts and grantsLn 1h$948K
Fees for servicesLn 2g$341K
Other incomeLn 4–11$99K
Money outPt IX
$1.2M
Ln 25
Programscol B$744K
Managementcol C$299K
Fundraisingcol D$134K
Owns and owesPt X
$486K
net assets · Ln 32
Cash and savingsLn 1–2$408K
Total assetsLn 16$568K
LiabilitiesLn 26$82K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$948K
Government grantsLn 1e$131K
Fees for servicesLn 2g$341K
Investment incomeLn 3$30
Other incomeLn 4–11$99K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$38K
SavingsLn 2$370K
Cash and savings togetherLn 1–2$408K
Land, buildings, equipmentLn 10c$5K
Other assetsLn 15$0
Total assetsLn 16$568K
LiabilitiesLn 26$82K
Net assetsLn 32$486K
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 FY22End FY22
Cash and savingsLn 1–2$206K$408K
Land, buildings, equipmentLn 10c$12K$5K
Total assetsLn 16$466K$568K
LiabilitiesLn 26$190K$82K
Net assetsLn 32$275K$486K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$159K$115K$34K$11K
Other salaries and wagesLn 7$671K$484K$141K$46K
Other employee benefitsLn 9$32K$23K$7K$2K
Payroll taxesLn 10$74K$53K$16K$5K
Accounting feesLn 11c$29K$29K
Professional fundraising feesLn 11e$62K$62K
Other fees for servicesLn 11g$31K$31K
Office expensesLn 13$12K$7K$4K$1K
OccupancyLn 16$10K$7K$2K$648
TravelLn 17$3K$2K$1K$287
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$2K$1K$412$133
Other expenses (24a–d)Ln 24$86K$50K$31K$6K
All other expensesLn 24e$5K$2K$2K$554
Total functional expensesLn 25$1.2M$744K$299K$134K

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 Viewing $1.4M$1.2M$211K$486K 990 PDF
FY2021 $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 FY2022 990 (6 parts)
Part I · Summary $1,387,605 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $683,496$947,602
I-9 Program service revenuePrior year $249,597$340,925
I-10 Investment incomePrior year $15$30
I-11 Other revenuePrior year $77,961$99,048
I-12 Total revenuePrior year $1,011,069$1,387,605
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 $720,137$935,811
I-16a Professional fundraising feesPrior year $0$61,545
I-17 Other expensesPrior year $150,222$179,642
I-18 Total expensesPrior year $870,359$1,176,998
I-19 Revenue less expensesPrior year $140,710$210,607
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $1,387,605 across 7 lines filed
VIII-1e Government grants$131,462
VIII-1f All other contributions, gifts and grants$816,140
VIII-1h Total contributions, gifts and grants$947,602
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $340,925$340,925
VIII-3 Investment incomeExcluded from tax $30$30
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $99,048$99,048
VIII-12 Total revenueRelated to mission $340,925 · Unrelated business $0 · Excluded from tax $99,078$1,387,605
Part IX · Statement of functional expenses $1,176,998 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $114,627 · Management $33,502 · Fundraising $10,779$158,908
IX-7 Other salaries and wagesPrograms $484,007 · Management $141,461 · Fundraising $45,512$670,980
IX-9 Other employee benefitsPrograms $22,943 · Management $6,705 · Fundraising $2,157$31,805
IX-10 Payroll taxesPrograms $53,465 · Management $15,626 · Fundraising $5,027$74,118
IX-11c Accounting feesManagement $29,261$29,261
IX-11e Professional fundraising feesFundraising $61,545$61,545
IX-11g Other fees for servicesManagement $31,050$31,050
IX-13 Office expensesPrograms $6,650 · Management $3,580 · Fundraising $1,371$11,601
IX-16 OccupancyPrograms $6,888 · Management $2,013 · Fundraising $648$9,549
IX-17 TravelPrograms $1,774 · Management $1,351 · Fundraising $287$3,412
IX-22 Depreciation, depletion and amortizationManagement $2,086$2,086
IX-23 InsurancePrograms $1,411 · Management $412 · Fundraising $133$1,956
IX-24 Other expenses (24a–d)Programs $49,833 · Management $30,628 · Fundraising $5,726$86,187
IX-24e All other expensesPrograms $2,274 · Management $1,712 · Fundraising $554$4,540
IX-25 Total functional expensesPrograms $743,872 · Management $299,387 · Fundraising $133,739$1,176,998
Part X · Balance sheet $567,862 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $35,058$37,516
X-2 Savings and temporary cash investmentsStart of year $171,120$370,151
X-3 Pledges and grants receivableStart of year $175,437$138,566
X-9 Prepaid expenses and deferred chargesStart of year $14,229$16,568
X-10c Land, buildings and equipment, netStart of year $12,499$5,061
X-15 Other assetsStart of year $57,316$0
X-16 Total assetsStart of year $465,659$567,862
X-17 Accounts payable and accrued expensesStart of year $20,976$20,134
X-19 Deferred revenueStart of year $37,750$61,650
X-25 Other liabilitiesStart of year $131,462$0
X-26 Total liabilitiesStart of year $190,188$81,784
X-27 Net assets without donor restrictionsStart of year $174,103$331,802
X-28 Net assets with donor restrictionsStart of year $101,368$154,276
X-32 Total net assets or fund balancesStart of year $275,471$486,078
X-33 Total liabilities and net assetsStart of year $465,659$567,862
Part XI · Reconciliation of net assets $486,078 net assets at year end
XI-1 Total revenue$1,387,605
XI-2 Total expenses$1,176,998
XI-3 Revenue less expenses$210,607
XI-4 Net assets at start of year$275,471
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$486,078

Form 990 e-file (XML) FY2022 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.