US Sif Foundation Ltd

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The US Sif foundation's mission is to rapidly shift investment practices towards sustainability, focusing on long-term investment and the generation of positive social and environmental impacts. It undertakes educational, research and programmatic activities in support of US Sif: the forum for sustainable and responsible investment, its sole member.

Form 990 Part I, line 1, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-2989704) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
55¢ of each $1 spent went to programs.
Run by 12 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average deficit $20K a year · 3% of revenue · last 6 filings
A surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
55%
of spending
55% of spending went to programs.
Pt IX · Ln 25 · col B
2.2 mo
of spending, in cash
Plus $621K in investments, Pt X · Ln 11–13
2.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $400K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$320K
31% of total assets
Liabilities are 31% of assets.
Pt X · Ln 26
Independent board members
12
of 12 voting members
12 of 12 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$639K
+27% vs prior year
Spent
$1.0M
To programs
55%
Net assets
$712K
By yearFY2020–FY2025
Revenue
$639K
FY2025▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$873K
FY2021$607K
FY2022$790K
FY2023$890K
FY2024$502K
FY2025$639K
Expenses
$1.0M
FY2025▲ +47%
Tap a bar for its year
Expenses by fiscal year
FY2020$784K
FY2021$568K
FY2022$752K
FY2023$624K
FY2024$686K
FY2025$1.0M
Net assets
$712K
FY2025▼ -34%
Tap a bar for its year
Net assets by fiscal year
FY2020$920K
FY2021$958K
FY2022$996K
FY2023$1.3M
FY2024$1.1M
FY2025$712K

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1991.

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

Where the money goes

55 cents of each dollar spent went to programs.

Program services 55% · $551K Management & general 41% · $411K Fundraising 4% · $44K

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.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2021FY2020
Woll Lisa$77,357$73,176
Bulnes-Fowles Jane$55,340$42,394
McGannon Bryan$4,117$8,135

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 US Sif Foundation Ltd executive salaries →

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 15aNo

Programs and updates

Promotes sustainable investing for positive social and environmental impact through education and research.

Questions for US Sif Foundation Ltd

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1 program · $551K · in their own filed words · FY2025
01

Promotion and education of sustainable and responsible investing (SRI), the publication of research reports and other resources, and professional educational courses, seminars and forums relating to the concept of sustainable and responsible investing and practice.

Form 990 Part III, line 4, FY2025. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 22-2989704) · Dispute this line
$551Kprogram 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
Ford FoundationFY2024$200K
Total grants receivedfrom 2 funders$400K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$639K
Ln 12
Gifts and grantsLn 1h$604K
Investment incomeLn 3$22K
Fees for servicesLn 2g$14K
Money outPt IX
$1.0M
Ln 25
Programscol B$551K
Managementcol C$411K
Fundraisingcol D$44K
Owns and owesPt X
$712K
net assets · Ln 32
Cash and savingsLn 1–2$188K
Total assetsLn 16$1.0M
LiabilitiesLn 26$320K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$604K
Fees for servicesLn 2g$14K
Investment incomeLn 3$22K
Total revenueLn 12$639K
Assets in detailPt X, end of year
SavingsLn 2$188K
Cash and savings togetherLn 1–2$188K
Accounts receivableLn 4$96K
Prepaid expenses and deferred chargesLn 9$63K
Land, buildings, equipmentLn 10c$65K
InvestmentsLn 11–13$621K
Total assetsLn 16$1.0M
LiabilitiesLn 26$320K
Net assetsLn 32$712K
OperationsPt I, VI
EmployeesI 50
VolunteersI 612
Fiscal year endsHeaderDecember
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 FY25End FY25
Cash and savingsLn 1–2$1.1M$188K
InvestmentsLn 11–13$621K
Land, buildings, equipmentLn 10c$105K$65K
Total assetsLn 16$1.2M$1.0M
LiabilitiesLn 26$149K$320K
Net assetsLn 32$1.1M$712K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$544K$298K$222K$24K
Pension plan contributionsLn 8$24K$13K$10K$1K
Other employee benefitsLn 9$36K$20K$15K$2K
Payroll taxesLn 10$41K$22K$17K$2K
Other fees for servicesLn 11g$146K$80K$60K$6K
Advertising and promotionLn 12$1K$669$500$53
Office expensesLn 13$22K$12K$9K$975
Information technologyLn 14$30K$17K$12K$1K
OccupancyLn 16$63K$35K$26K$3K
TravelLn 17$16K$9K$6K$680
Conferences, conventions and meetingsLn 19$19K$10K$8K$808
Depreciation, depletion and amortizationLn 22$46K$25K$19K$2K
InsuranceLn 23$1K$764$570$61
Other expenses (24a–d)Ln 24$17K$9K$7K$737
Total functional expensesLn 25$1.0M$551K$411K$44K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Aug 6, 2026 $639K$1.0M−$367K$712K 990 PDF
FY2024Filed with the IRS Oct 30, 2025 $502K$686K−$184K$1.1M 990 PDF
FY2023Filed with the IRS Oct 23, 2024 $890K$624K$267K$1.3M 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $790K$752K$38K$996K 990 PDF
FY2021Filed with the IRS Oct 14, 2022 $607K$568K$39K$958K 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $873K$784K$89K$920K 990 PDF

Schedules filed Part IV

A · Public support B · Donors D · Assets and endowments F · Foreign J · Pay O · Explanations R · Related orgs
See the full FY2025 990
Part I · Summary $639,256 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $493,000$603,894
I-9 Program service revenuePrior year $6,897$13,857
I-10 Investment incomePrior year $2,165$21,505
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $502,062$639,256
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 $450,001$644,323
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $236,203$361,727
I-18 Total expensesPrior year $686,204$1,006,050
I-19 Revenue less expensesPrior year −$184,142−$366,794
Part VI · Governance 12 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $639,256 across 5 lines filed
VIII-1f All other contributions, gifts and grants$603,894
VIII-1h Total contributions, gifts and grants$603,894
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,857$13,857
VIII-3 Investment incomeExcluded from tax $21,505$21,505
VIII-12 Total revenueRelated to mission $13,857 · Unrelated business $0 · Excluded from tax $21,505$639,256
Part IX · Statement of functional expenses $1,006,050 across 14 lines filed
IX-7 Other salaries and wagesPrograms $298,064 · Management $222,377 · Fundraising $23,609$544,050
IX-8 Pension plan contributionsPrograms $13,099 · Management $9,773 · Fundraising $1,038$23,910
IX-9 Other employee benefitsPrograms $19,613 · Management $14,633 · Fundraising $1,553$35,799
IX-10 Payroll taxesPrograms $22,224 · Management $16,580 · Fundraising $1,760$40,564
IX-11g Other fees for servicesPrograms $79,855 · Management $59,578 · Fundraising $6,326$145,759
IX-12 Advertising and promotionPrograms $669 · Management $500 · Fundraising $53$1,222
IX-13 Office expensesPrograms $12,310 · Management $9,184 · Fundraising $975$22,469
IX-14 Information technologyPrograms $16,537 · Management $12,338 · Fundraising $1,310$30,185
IX-16 OccupancyPrograms $34,586 · Management $25,803 · Fundraising $2,739$63,128
IX-17 TravelPrograms $8,586 · Management $6,406 · Fundraising $680$15,672
IX-19 Conferences, conventions and meetingsPrograms $10,220 · Management $7,624 · Fundraising $808$18,652
IX-22 Depreciation, depletion and amortizationPrograms $25,346 · Management $18,910 · Fundraising $2,008$46,264
IX-23 InsurancePrograms $764 · Management $570 · Fundraising $61$1,395
IX-24 Other expenses (24a–d)Programs $9,303 · Management $6,941 · Fundraising $737$16,981
IX-25 Total functional expensesPrograms $551,176 · Management $411,217 · Fundraising $43,657$1,006,050
Part X · Balance sheet $1,032,571 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,122,683$188,256
X-4 Accounts receivableStart of year $425$96,183
X-9 Prepaid expenses and deferred charges$62,610
X-10c Land, buildings and equipment, netStart of year $105,405$64,603
X-11 Publicly traded securities$620,919
X-16 Total assetsStart of year $1,228,513$1,032,571
X-17 Accounts payable and accrued expensesStart of year $38,008$16,000
X-19 Deferred revenue$99,368
X-25 Other liabilitiesStart of year $111,286$204,778
X-26 Total liabilitiesStart of year $149,294$320,146
X-27 Net assets without donor restrictionsStart of year $1,079,219$712,425
X-32 Total net assets or fund balancesStart of year $1,079,219$712,425
X-33 Total liabilities and net assetsStart of year $1,228,513$1,032,571
Part XI · Reconciliation of net assets $712,425 net assets at year end
XI-1 Total revenue$639,256
XI-2 Total expenses$1,006,050
XI-3 Revenue less expenses−$366,794
XI-4 Net assets at start of year$1,079,219
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$712,425

Form 990 e-file FY2025 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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