US Sif Foundation Ltd FY2023 filing

Tax-deductible

Washington, DC501(c)(3)Since 1989EIN 22-2989704Revenue $890K in FY2023

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.
58¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
30 mo
of spending, in cash
Looks good: 30.0 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
$293K
19% of total assets
Looks good: liabilities are 19% 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
$890K
+13% vs prior year
Spent
$624K
To programs
58%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$890K
FY2023▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$873K
FY2021$607K
FY2022$790K
FY2023$890K
FY2024$502K
FY2025$639K
Expenses
$624K
FY2023▼ -17%
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
$1.3M
FY2023▲ +27%
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 FY2023 Form 990 · see the original

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You’re viewing the FY2023 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

58 cents of each dollar spent went to programs.

Program services 58% · $362K Management & general 24% · $152K Fundraising 18% · $110K

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
$0Pt VII · Sec A
Vice-Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Voting Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Voting Member
$0Pt VII · Sec A
Voting 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.

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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 · $362K · in their own filed words · FY2023
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.

$362Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$890K
Ln 12
Gifts and grantsLn 1h$815K
Fees for servicesLn 2g$73K
Investment incomeLn 3$2K
Money outPt IX
$624K
Ln 25
Programscol B$362K
Managementcol C$152K
Fundraisingcol D$110K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$1.6M
LiabilitiesLn 26$293K
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$815K
Fees for servicesLn 2g$73K
Investment incomeLn 3$2K
Total revenueLn 12$890K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.6M
Total assetsLn 16$1.6M
LiabilitiesLn 26$293K
Net assetsLn 32$1.3M
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 FY23End FY23
Cash and savingsLn 1–2$1.5M$1.6M
Total assetsLn 16$1.5M$1.6M
LiabilitiesLn 26$531K$293K
Net assetsLn 32$996K$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$321K$181K$86K$54K
Pension plan contributionsLn 8$17K$9K$4K$3K
Other employee benefitsLn 9$21K$19K$1K$654
Payroll taxesLn 10$26K$14K$7K$4K
Other fees for servicesLn 11g$112K$79K$22K$11K
Advertising and promotionLn 12$968$545$260$163
Office expensesLn 13$11K$6K$3K$2K
Information technologyLn 14$11K$6K$3K$2K
OccupancyLn 16$43K$24K$11K$7K
TravelLn 17$12K$4K$2K$6K
Conferences, conventions and meetingsLn 19$15K$15K
InsuranceLn 23$2K$1K$522$328
Other expenses (24a–d)Ln 24$32K$16K$11K$5K
Total functional expensesLn 25$624K$362K$152K$110K

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 Viewing $890K$624K$267K$1.3M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $890,399 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $611,400$814,565
I-9 Program service revenuePrior year $176,667$73,448
I-10 Investment incomePrior year $2,160$2,386
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $790,227$890,399
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 $339,591$384,643
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $412,543$238,880
I-18 Total expensesPrior year $752,134$623,523
I-19 Revenue less expensesPrior year $38,093$266,876
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 $890,399 across 5 lines filed
VIII-1f All other contributions, gifts and grants$814,565
VIII-1h Total contributions, gifts and grants$814,565
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $73,448$73,448
VIII-3 Investment incomeExcluded from tax $2,386$2,386
VIII-12 Total revenueRelated to mission $73,448 · Unrelated business $0 · Excluded from tax $2,386$890,399
Part IX · Statement of functional expenses $623,523 across 13 lines filed
IX-7 Other salaries and wagesPrograms $181,033 · Management $86,163 · Fundraising $54,211$321,407
IX-8 Pension plan contributionsPrograms $9,322 · Management $4,437 · Fundraising $2,791$16,550
IX-9 Other employee benefitsPrograms $19,456 · Management $1,039 · Fundraising $654$21,149
IX-10 Payroll taxesPrograms $14,384 · Management $6,846 · Fundraising $4,307$25,537
IX-11g Other fees for servicesPrograms $79,118 · Management $21,825 · Fundraising $10,970$111,913
IX-12 Advertising and promotionPrograms $545 · Management $260 · Fundraising $163$968
IX-13 Office expensesPrograms $6,431 · Management $3,061 · Fundraising $1,926$11,418
IX-14 Information technologyPrograms $5,925 · Management $2,820 · Fundraising $1,774$10,519
IX-16 OccupancyPrograms $24,004 · Management $11,425 · Fundraising $7,188$42,617
IX-17 TravelPrograms $4,282 · Management $1,800 · Fundraising $5,829$11,911
IX-19 Conferences, conventions and meetingsFundraising $15,467$15,467
IX-23 InsurancePrograms $1,096 · Management $522 · Fundraising $328$1,946
IX-24 Other expenses (24a–d)Programs $15,981 · Management $11,354 · Fundraising $4,786$32,121
IX-25 Total functional expensesPrograms $361,577 · Management $151,552 · Fundraising $110,394$623,523
Part X · Balance sheet $1,556,839 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $5,390$0
X-2 Savings and temporary cash investmentsStart of year $1,509,201$1,556,839
X-4 Accounts receivableStart of year $12,617$0
X-16 Total assetsStart of year $1,527,208$1,556,839
X-17 Accounts payable and accrued expensesStart of year $6,467$0
X-25 Other liabilitiesStart of year $524,256$293,478
X-26 Total liabilitiesStart of year $530,723$293,478
X-27 Net assets without donor restrictionsStart of year $896,485$1,163,361
X-28 Net assets with donor restrictionsStart of year $100,000$100,000
X-32 Total net assets or fund balancesStart of year $996,485$1,263,361
X-33 Total liabilities and net assetsStart of year $1,527,208$1,556,839
Part XI · Reconciliation of net assets $1,263,361 net assets at year end
XI-1 Total revenue$890,399
XI-2 Total expenses$623,523
XI-3 Revenue less expenses$266,876
XI-4 Net assets at start of year$996,485
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,263,361

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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