US Sif Foundation Ltd FY2022 filing

Tax-deductible

Washington, DC501(c)(3)Since 1989EIN 22-2989704Revenue $790K in FY2022

On file with the IRSussif.org1660 L St Nw Ste 306, 20036-5669 · Washington, DCTax-exempt since Jan 1991Supporting organization — 509(a)(3)

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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.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
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
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
24 mo
of spending, in cash
Looks good: 24.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $400K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$531K
35% of total assets
Looks good: liabilities are 35% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$790K
+30% vs prior year
Spent
$752K
To programs
68%
Net assets
$996K
By yearFY2020–FY2025
Revenue
$790K
FY2022▲ +30%
Tap a bar for its year
Revenue by fiscal year
FY2020$873K
FY2021$607K
FY2022$790K
FY2023$890K
FY2024$502K
FY2025$639K
Expenses
$752K
FY2022▲ +32%
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
$996K
FY2022▲ +4%
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 FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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

68 cents of each dollar spent went to programs.

Program services 68% · $513K Management & general 26% · $192K Fundraising 6% · $47K

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

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Who runs it and what they're paid

14 people listed on the 990.

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

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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 15aNo

Programs and updates

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

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Provided by the organization

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1 program · $513K · in their own filed words · FY2022
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.

$513Kprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$790K
Ln 12
Gifts and grantsLn 1h$611K
Fees for servicesLn 2g$177K
Investment incomeLn 3$2K
Money outPt IX
$752K
Ln 25
Programscol B$513K
Managementcol C$192K
Fundraisingcol D$47K
Owns and owesPt X
$996K
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$1.5M
LiabilitiesLn 26$531K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$611K
Fees for servicesLn 2g$177K
Investment incomeLn 3$2K
Total revenueLn 12$790K
Assets in detailPt X, end of year
CashLn 1$5K
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$1.5M
Total assetsLn 16$1.5M
LiabilitiesLn 26$531K
Net assetsLn 32$996K
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 FY22End FY22
Cash and savingsLn 1–2$1.3M$1.5M
Total assetsLn 16$1.3M$1.5M
LiabilitiesLn 26$331K$531K
Net assetsLn 32$958K$996K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$241K$141K$77K$23K
Pension plan contributionsLn 8$14K$8K$4K$1K
Other employee benefitsLn 9$64K$37K$20K$6K
Payroll taxesLn 10$22K$13K$7K$2K
Other fees for servicesLn 11g$294K$228K$57K$9K
Advertising and promotionLn 12$3K$3K$383$114
Office expensesLn 13$42K$37K$4K$1K
Information technologyLn 14$15K$12K$3K$845
TravelLn 17$11K$8K$2K$654
Conferences, conventions and meetingsLn 19$9K$9K$30$9
InsuranceLn 23$2K$1K$732$217
Other expenses (24a–d)Ln 24$36K$17K$16K$3K
Total functional expensesLn 25$752K$513K$192K$47K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $639K$1.0M−$367K$712K 990 PDF
FY2024 $502K$686K−$184K$1.1M 990 PDF
FY2023 $890K$624K$267K$1.3M 990 PDF
FY2022 Viewing $790K$752K$38K$996K 990 PDF
FY2021 $607K$568K$39K$958K 990 PDF
FY2020 $873K$784K$89K$920K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $790,227 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $226,950$611,400
I-9 Program service revenuePrior year $378,526$176,667
I-10 Investment incomePrior year $1,698$2,160
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $607,174$790,227
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 $373,503$339,591
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $194,979$412,543
I-18 Total expensesPrior year $568,482$752,134
I-19 Revenue less expensesPrior year $38,692$38,093
Part VI · Governance 11 of 11 board members independent, 1 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
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 $790,227 across 5 lines filed
VIII-1f All other contributions, gifts and grants$611,400
VIII-1h Total contributions, gifts and grants$611,400
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $176,667$176,667
VIII-3 Investment incomeExcluded from tax $2,160$2,160
VIII-12 Total revenueRelated to mission $176,667 · Unrelated business $0 · Excluded from tax $2,160$790,227
Part IX · Statement of functional expenses $752,134 across 12 lines filed
IX-7 Other salaries and wagesPrograms $140,670 · Management $77,088 · Fundraising $22,907$240,665
IX-8 Pension plan contributionsPrograms $7,947 · Management $4,355 · Fundraising $1,294$13,596
IX-9 Other employee benefitsPrograms $37,221 · Management $20,397 · Fundraising $6,061$63,679
IX-10 Payroll taxesPrograms $12,655 · Management $6,935 · Fundraising $2,061$21,651
IX-11g Other fees for servicesPrograms $228,224 · Management $57,072 · Fundraising $8,613$293,909
IX-12 Advertising and promotionPrograms $2,561 · Management $383 · Fundraising $114$3,058
IX-13 Office expensesPrograms $37,424 · Management $3,700 · Fundraising $1,099$42,223
IX-14 Information technologyPrograms $11,636 · Management $2,845 · Fundraising $845$15,326
IX-17 TravelPrograms $7,676 · Management $2,201 · Fundraising $654$10,531
IX-19 Conferences, conventions and meetingsPrograms $8,707 · Management $30 · Fundraising $9$8,746
IX-23 InsurancePrograms $1,335 · Management $732 · Fundraising $217$2,284
IX-24 Other expenses (24a–d)Programs $17,342 · Management $16,300 · Fundraising $2,824$36,466
IX-25 Total functional expensesPrograms $513,398 · Management $192,038 · Fundraising $46,698$752,134
Part X · Balance sheet $1,527,208 assets, 11 lines filed
X-1 Cash, non-interest-bearing$5,390
X-2 Savings and temporary cash investmentsStart of year $1,281,608$1,509,201
X-4 Accounts receivableStart of year $7,511$12,617
X-16 Total assetsStart of year $1,289,119$1,527,208
X-17 Accounts payable and accrued expensesStart of year $5,247$6,467
X-25 Other liabilitiesStart of year $325,480$524,256
X-26 Total liabilitiesStart of year $330,727$530,723
X-27 Net assets without donor restrictionsStart of year $858,392$896,485
X-28 Net assets with donor restrictionsStart of year $100,000$100,000
X-32 Total net assets or fund balancesStart of year $958,392$996,485
X-33 Total liabilities and net assetsStart of year $1,289,119$1,527,208
Part XI · Reconciliation of net assets $996,485 net assets at year end
XI-1 Total revenue$790,227
XI-2 Total expenses$752,134
XI-3 Revenue less expenses$38,093
XI-4 Net assets at start of year$958,392
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$996,485

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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