Impact Society Global

Tax-deductible

New York, NY501(c)(3)InternationalEIN 82-5402867Revenue $2.9M in FY2024

On file with the IRS1178 Broadway 3rd Floor 4066, 10001-5666 · New York, NYTax-exempt since May 2019Publicly supported — 509(a)(2)

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The organization is a Global membership community of families committed to aligning their assets with thier values. The organiztions mission is to help families make Impact investments more effectively.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
$960K 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

FY2024 · 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 3
filings with a surplus
Average surplus $323K a year · 12% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$960K
to officers and key staff · 36% of spending
Top officer’s pay higher than 95% of similar orgs
Concern: pay to officers and key staff is 36% of spending; over 30%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 5.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
9
named funders · $475K
Looks good: 9 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$293K
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.9M
+16% vs prior year
Spent
$2.7M
To programs
76%
Net assets
$1.8M
By yearFY2022–FY2024
Revenue
$2.9M
FY2024▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2022$2.6M
FY2023$2.5M
FY2024$2.9M
Expenses
$2.7M
FY2024▼ -9%
Tap a bar for its year
Expenses by fiscal year
FY2022$1.3M
FY2023$3.0M
FY2024$2.7M
Net assets
$1.8M
FY2024▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2022$2.1M
FY2023$1.6M
FY2024$1.8M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2019.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $2.0M Management & general 19% · $500K Fundraising 6% · $151K

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; $960K paid to officers and key staff.

Part VII, Section A · reportable compensation
Senior Director
$330,891Pt VII · Sec A
President
$152,228Pt VII · Sec A
Regional Director
$129,129Pt VII · Sec A
Director of Special Incentives
$123,481Pt VII · Sec A
Director of Experiences
$117,206Pt VII · Sec A
Director of US & Canada
$106,736Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Kristine Kuechler’s $331K as Senior Director is at the 95th percentile of top reported officer pay among 1168 $1–10M international 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 · 8 named individuals · Part VII

NameFY2024FY2023FY2022
Kristine Kuechler$330,891——
Kristi Kuechler—$318,373$125,000
Sam Bonsey$152,228——
Samuel Bonsey—$146,521$64,375
Pearline Yum$129,129$113,765—
Edward Welch$123,481$117,460$46,458
Linda Rincon$117,206$110,704—
Sydney Bolger$106,736——

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 15aYes

Programs and updates

Helps families invest their money to match their values globally.

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Provided by the organization

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1 program · $2.0M · in their own filed words · FY2024
01

Helps families make impact investments more effectively.

$2.0Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 9 funders →
Grants paid · 1 grant · $195K · 2023–2023
Trimtab Impact Pb LLCFY2023$195,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.9M
Ln 12
Gifts and grantsLn 1h$2.6M
Other incomeLn 4–11$201K
Fees for servicesLn 2g$38K
Money outPt IX
$2.7M
Ln 25
Programscol B$2.0M
Managementcol C$500K
Fundraisingcol D$151K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$2.1M
LiabilitiesLn 26$293K
PeoplePt VI, VII
14
listed · VII A
PaidVII A6
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Fees for servicesLn 2g$38K
Other incomeLn 4–11$201K
Total revenueLn 12$2.9M
Assets in detailPt X, end of year
CashLn 1$1.2M
Cash and savings togetherLn 1–2$1.2M
Other assetsLn 15$63K
Total assetsLn 16$2.1M
LiabilitiesLn 26$293K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 510
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$1.4M$1.2M
Total assetsLn 16$2.0M$2.1M
LiabilitiesLn 26$306K$293K
Net assetsLn 32$1.6M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants and assistance to foreign recipientsLn 3$76K$76K
Pay of current officers, directors and key staffLn 5$152K$114K$23K$15K
Other salaries and wagesLn 7$1.1M$803K$161K$107K
Other employee benefitsLn 9$203K$153K$31K$20K
Payroll taxesLn 10$66K$50K$10K$7K
Accounting feesLn 11c$130K$130K
Other fees for servicesLn 11g$162K$118K$44K
Office expensesLn 13$8K$8K
Information technologyLn 14$34K$34K
OccupancyLn 16$19K$19K
TravelLn 17$93K$93K
Conferences, conventions and meetingsLn 19$31K$31K
InsuranceLn 23$10K$10K
Other expenses (24a–d)Ln 24$629K$627K$2K
Total functional expensesLn 25$2.7M$2.0M$500K$151K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.9M$2.7M$187K$1.8M 990 PDF
FY2023 $2.5M$3.0M−$486K$1.6M 990 PDF
FY2022 $2.6M$1.3M$1.3M$2.1M 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 FY2024 990 (6 parts)
Part I · Summary $2,873,096 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,407,023$2,634,229
I-9 Program service revenuePrior year $61,578$37,812
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $3,500$201,055
I-12 Total revenuePrior year $2,472,101$2,873,096
I-13 Grants and similar amounts paidPrior year $195,000$76,333
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,446,272$1,492,582
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,316,958$1,117,000
I-18 Total expensesPrior year $2,958,230$2,685,915
I-19 Revenue less expensesPrior year −$486,129$187,181
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,873,096 across 6 lines filed
VIII-1b Membership dues$290,341
VIII-1f All other contributions, gifts and grants$2,343,888
VIII-1h Total contributions, gifts and grants$2,634,229
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,812$37,812
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $201,055$201,055
VIII-12 Total revenueRelated to mission $238,867 · Unrelated business $0 · Excluded from tax $0$2,873,096
Part IX · Statement of functional expenses $2,685,915 across 14 lines filed
IX-3 Grants and assistance to foreign recipientsPrograms $76,333$76,333
IX-5 Pay of current officers, directors and key staffPrograms $114,171 · Management $22,834 · Fundraising $15,223$152,228
IX-7 Other salaries and wagesPrograms $803,202 · Management $160,641 · Fundraising $107,093$1,070,936
IX-9 Other employee benefitsPrograms $152,546 · Management $30,509 · Fundraising $20,339$203,394
IX-10 Payroll taxesPrograms $49,518 · Management $9,904 · Fundraising $6,602$66,024
IX-11c Accounting feesManagement $129,506$129,506
IX-11g Other fees for servicesPrograms $118,197 · Management $44,211$162,408
IX-13 Office expensesManagement $8,486$8,486
IX-14 Information technologyManagement $33,603$33,603
IX-16 OccupancyManagement $19,189$19,189
IX-17 TravelPrograms $93,218$93,218
IX-19 Conferences, conventions and meetingsManagement $31,436$31,436
IX-23 InsuranceManagement $9,906$9,906
IX-24 Other expenses (24a–d)Programs $627,183 · Fundraising $2,065$629,248
IX-25 Total functional expensesPrograms $2,034,368 · Management $500,225 · Fundraising $151,322$2,685,915
Part X · Balance sheet $2,126,480 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $1,391,468$1,230,040
X-3 Pledges and grants receivableStart of year $115,642$400,000
X-4 Accounts receivableStart of year $367,000$340,750
X-9 Prepaid expenses and deferred chargesStart of year $15,132$92,386
X-15 Other assetsStart of year $63,304$63,304
X-16 Total assetsStart of year $1,952,546$2,126,480
X-17 Accounts payable and accrued expensesStart of year $73,567$73,259
X-19 Deferred revenueStart of year $170,500$157,560
X-25 Other liabilitiesStart of year $62,232$62,232
X-26 Total liabilitiesStart of year $306,299$293,051
X-27 Net assets without donor restrictionsStart of year $1,522,598$1,110,649
X-28 Net assets with donor restrictionsStart of year $123,649$722,780
X-32 Total net assets or fund balancesStart of year $1,646,247$1,833,429
X-33 Total liabilities and net assetsStart of year $1,952,546$2,126,480
Part XI · Reconciliation of net assets $1,833,429 net assets at year end
XI-1 Total revenue$2,873,096
XI-2 Total expenses$2,685,915
XI-3 Revenue less expenses$187,181
XI-4 Net assets at start of year$1,646,247
XI-8 Prior period adjustments$1
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,833,429

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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