Re-Evaluation Foundation: FY2023 Nonprofit Profile & Form 990 (EIN 91-0888557)

Revenue by fiscal year
FY2020	$862K
FY2021	$1.2M
FY2022	$958K
FY2023	$736K
FY2024	$1.2M

Expenses by fiscal year
FY2020	$292K
FY2021	$350K
FY2022	$591K
FY2023	$947K
FY2024	$1.3M

Net assets by fiscal year
FY2020	$2.8M
FY2021	$3.6M
FY2022	$5.2M
FY2023	$3.8M
FY2024	$3.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1972.

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

Where the money goes

93 cents of each dollar spent went to programs.

93%

Program services 93% · $879K Management & general 7% · $67K

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

6 people listed on the 990.

Part VII, Section A · reportable compensation

Michael Markovits

President

$0Pt VII · Sec A

Ellie Putnam

Vice President

$0Pt VII · Sec A

Mary Ruth Gross

Treasurer

$0Pt VII · Sec A

Cynthia Phinney

Secretary

$0Pt VII · Sec A

Rudy Nickens

Director

$0Pt VII · Sec A

Susan Whitlock

Director

$0Pt VII · Sec A

See Re-Evaluation Foundation executive salaries →

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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

Offers counseling and workshops to economically and socially disadvantaged people.

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Provided by the organization

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1 program · $879K · in their own filed words · FY2023

01

Workshops for Disadvantaged Individuals

Over 400 people received assistance including scholarships, online access, travel expenses and teaching aids.

$879Kprogram 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

Donor Advised Charitable Giving INCFY2024$79K

Fidelity Investments Charitable Gift FundFY2024$49K

Gs Donor Advised Philanthropy Fund for Wealth Management INCFY2024$30K

The Oregon Community FoundationFY2024$20K

Morgan Stanley Global Impact Funding Trust INCFY2024$20K

Boston Foundation INCFY2024$12K

Vanguard Charitable Endowment ProgramFY2024$10K

Seeding JusticeFY2024$6K

Total grants receivedfrom 8 funders$226K

See all 8 funders →

Grants paid · 19 grants · $585K · 2020–2024

Unitemized GrantFY2024$89,221

Unitemized GrantFY2023$150,000

Unitemized GrantFY2023$80,000

Unitemized GrantFY2023$15,000

Unitemized GrantFY2023$5,000

Unitemized GrantFY2022$68,572

Unitemized GrantFY2022$49,208

Unitemized GrantFY2022$17,357

Unitemized GrantFY2022$10,092

Unitemized GrantFY2022$1,282

Unitemized GrantFY2021$14,077

Unitemized GrantFY2021$12,780

Unitemized GrantFY2021$8,947

Unitemized GrantFY2021$4,255

Unitemized GrantFY2021$2,626

Unitemized GrantFY2020$42,130

Unitemized GrantFY2020$9,380

Unitemized GrantFY2020$2,582

See all 19 grants →

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$736K

Ln 12

Gifts and grantsLn 1h$657K

Investment incomeLn 3$79K

Money outPt IX

$947K

Ln 25

Programscol B$879K

Managementcol C$67K

Owns and owesPt X

$3.8M

net assets · Ln 32

Cash and savingsLn 1–2$1.3M

Total assetsLn 16$3.8M

LiabilitiesLn 26$0

PeoplePt VI, VII

6

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$657K

Investment incomeLn 3$79K

Total revenueLn 12$736K

Assets in detailPt X, end of year

CashLn 1$259K

SavingsLn 2$1.0M

Cash and savings togetherLn 1–2$1.3M

InvestmentsLn 11–13$2.5M

Land, buildings, equipmentLn 10c$0

Total assetsLn 16$3.8M

LiabilitiesLn 26$0

Net assetsLn 32$3.8M

OperationsPt I, VI

EmployeesI 51

VolunteersI 610

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

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$2.3M	$1.3M
InvestmentsLn 11–13	$2.9M	$2.5M
Land, buildings, equipmentLn 10c	$0	$0
Total assetsLn 16	$5.2M	$3.8M
LiabilitiesLn 26	$7K	$0
Net assetsLn 32	$5.2M	$3.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$250K	$250K
Grants and assistance to foreign recipientsLn 3	$629K	$629K
Other salaries and wagesLn 7	$38K		$38K
Accounting feesLn 11c	$3K		$3K
Office expensesLn 13	$16K		$16K
Information technologyLn 14	$4K		$4K
InsuranceLn 23	$6K		$6K
Total functional expensesLn 25	$947K	$879K	$67K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$1.2M	$1.3M	−$86K	$3.9M	990 PDF
FY2023 Viewing	$736K	$947K	−$210K	$3.8M	990 PDF
FY2022	$958K	$591K	$367K	$5.2M	990 PDF
FY2021	$1.2M	$350K	$816K	$3.6M	990 PDF
FY2020	$862K	$292K	$570K	$2.8M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support F · Foreign O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $736,088 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,022,255$656,758

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year −$64,200$79,330

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $958,055$736,088

I-13 Grants and similar amounts paidPrior year $540,492$879,178

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $18,938$38,313

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $31,387$29,043

I-18 Total expensesPrior year $590,817$946,534

I-19 Revenue less expensesPrior year $367,238−$210,446

Part VI · Governance 6 of 6 board members independent, 1 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

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 $736,088 across 4 lines filed

VIII-1f All other contributions, gifts and grants$656,758

VIII-1h Total contributions, gifts and grants$656,758

VIII-3 Investment incomeExcluded from tax $79,330$79,330

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $79,330$736,088

Part IX · Statement of functional expenses $946,534 across 7 lines filed

IX-2 Grants to domestic individualsPrograms $250,000$250,000

IX-3 Grants and assistance to foreign recipientsPrograms $629,178$629,178

IX-7 Other salaries and wagesManagement $38,313$38,313

IX-11c Accounting feesManagement $3,050$3,050

IX-13 Office expensesManagement $15,794$15,794

IX-14 Information technologyManagement $4,305$4,305

IX-23 InsuranceManagement $5,894$5,894

IX-25 Total functional expensesPrograms $879,178 · Management $67,356 · Fundraising $0$946,534

Part X · Balance sheet $3,798,389 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $1,504,655$258,747

X-2 Savings and temporary cash investmentsStart of year $749,661$1,009,275

X-4 Accounts receivable$9,635

X-10c Land, buildings and equipment, netStart of year $0$0

X-11 Publicly traded securitiesStart of year $2,906,977$2,520,732

X-16 Total assetsStart of year $5,196,746$3,798,389

X-26 Total liabilitiesStart of year $7,290$0

X-27 Net assets without donor restrictionsStart of year $5,189,456$3,798,389

X-32 Total net assets or fund balancesStart of year $5,189,456$3,798,389

X-33 Total liabilities and net assetsStart of year $5,196,746$3,798,389

Part XI · Reconciliation of net assets $3,798,389 net assets at year end

XI-1 Total revenue$736,088

XI-2 Total expenses$946,534

XI-3 Revenue less expenses−$210,446

XI-4 Net assets at start of year$5,189,456

XI-5 Net unrealized gains (losses) on investments$191,787

XI-8 Prior period adjustments−$1,372,408

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$3,798,389

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

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Re-Evaluation Foundation FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Re-Evaluation Foundation

Workshops for Disadvantaged Individuals

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV