Robert a Toigo Foundation
Inspires change and advances inclusive leadership in finance and beyond. For fiscal year 2024 it reported $3.7M in revenue, $4.4M in expenses, and $4.4M in net assets.Pt I
- Type
- Public charity (501(c)(3)) · Education
- Location
- Oakland, CA
- Website
- www.toigofoundation.org
- Filings
- 5 on file (2020–2024)
More identity details & actions ⌄
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Summary of the Filing
Where the work happens
As part of its 35th Anniversary milestone, the Toigo Foundation proudly welcomed a new cohort of young professionals into its Milestone Class, selected from an applicant pool of 253 finalists.
As part of its 35th Anniversary milestone, the Toigo Foundation proudly welcomed a new cohort of young professionals into its Milestone Class, selected from an applicant pool of 253 finalists.
The Foundation's success in identifying and developing next generation leaders for careers in Finance was celebrated in several ways in 2024. The impressive group of past participants - referred to as alumni exemplify the success of Toigo's work and their own leadership impact with Finance.
The Foundation's success in identifying and developing next generation leaders for careers in Finance was celebrated in several ways in 2024. The impressive group of past participants - referred to as alumni exemplify the success of Toigo's work and their own leadership impact with Finance.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Nancy a Sims | $468,123 | $440,046 | — | — | — |
| Nancy Sims | — | — | $381,446 | $362,771 | $346,640 |
| Kristy Posocco | — | — | $108,423 | $170,673 | $159,043 |
| Shakeel Bhatia | $140,611 | $166,957 | — | — | — |
| Albert Cruz | — | — | $162,045 | — | — |
| Angel Stewart | — | — | — | $155,000 | $145,000 |
| Nerissa Thomas-Shakur | — | — | — | — | $148,500 |
| Shannon Howell | $147,443 | $131,250 | — | — | — |
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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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 78% | — | — |
| Overhead ratio | 12% | — | — |
| Fundraising cost ratio | 10% | — | — |
| Revenue growth | 17% | — | — |
| Investment management fee ratio | 0% | — | — |
| Legal fee ratio | 0.01% | — | — |
| Accounting fee ratio | 5% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
Grants
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Filings & Schedule Manifest
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Sources
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