Skip to main content

Nonprofit · EIN 04-3351427

THE BOTTOM LINE INC

Tax-exempt · JAMAICA PLAIN, MA 02130

Financials

$36.5M$19.2M2022$23.4M$24.5M2023$20.2M$25.8M2024
Revenue Expenses · by fiscal year end
Financials of THE BOTTOM LINE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$20,192,316$25,813,070-$5,620,754$33,582,184$5,749,494$27,832,690
June 30, 2024990$23,371,322$24,472,259-$1,100,937$37,282,019$3,620,523$33,661,496
June 30, 2023990 (amended)$36,544,277$19,235,375$17,308,902$39,708,126$3,104,662$36,603,464
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$18,957,076
of which government grants
$90,000
Program service revenue
$39,000
Investment income
$1,187,218
Net gain from sales of assets
$348,861
Net income from fundraising events
-$977
Other revenue
$9,022

Expenses

Grants and similar amounts paid
$1,749,444
Compensation of officers, directors and key employees
$1,882,181
Other salaries and wages
$12,924,705
Salaries, compensation and benefits (total)
$17,641,434
Professional fundraising fees
$0
Legal fees
$141,688
Accounting fees
$92,559
Occupancy
$684,334
Travel
$105,849
Depreciation
$145,225
Program services (functional)
$17,670,447
Management and general (functional)
$3,773,233
Fundraising (functional)
$4,369,390

Balance sheet and other

Total assets, start of year
$37,282,019
Total assets, end of year
$33,582,184
Total liabilities, end of year
$5,749,494
Net assets, end of year
$27,832,690
Land, buildings and equipment
$314,830
Publicly traded securities
$11,385,290
Net assets without donor restrictions
$13,732,006
Net assets with donor restrictions
$14,100,684
Gross receipts
$52,179,986
Employees
191
Volunteers
250
Year formed
1997
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
STEVEN COLONCHIEF EXECUTIVE OFFICER
Trustee or director, Officer
40$360,571$47,956
SHAUWEA HAMILTONCHIEF IMPACT OFFICER
Key employee
40$227,856$3,407
SHANNON DONNELLYCHIEF OPERATIONAL & FINANCIAL OFFICER
Officer
40$185,034$28,039
ALISSA SILVERMANCHIEF REGIONAL OFFICER
Key employee
40$199,940$11,886
THOMAS WILL HOBARTEXECUTIVE DIRECTOR - IL
Key employee
40$179,041$32,601
GINETTE SAIMPREVILEXECUTIVE DIRECTOR - MA
Key employee
40$187,901$12,764
SARAH PLACECHIEF PROGRAM OFFICER
Key employee
40$185,692$2,742
JAMES COSBYEXECUTIVE DIRECTOR - OH
Highest-paid employee
40$149,739$31,543
JOHN DUMEYDEVELOPMENT DIRECTOR - NY
Highest-paid employee
40$152,818$28,090
VANESSA DIAZ LANDIVARFMR CH. TECH & DATA OFF. (THRU 5/24)
Former
40$162,705$15,390
ANDREA CARTERCHIEF OF EXTERNAL AFFAIRS(THRU 11/24)
Key employee
40$163,076$11,620
CARLOS PERRETTDEVELOPMENT DIRECTOR - MA
Highest-paid employee
40$151,329$19,688
BRIAN ALEXANDERVICE PRESIDENT OF GROWTH
Highest-paid employee
40$150,355$6,827
VICTORIA COKEREXECUTIVE DIRECTOR - NY
Highest-paid employee
40$142,340$2,725
AUDITI CHAKRAVARTYCHAIR
Trustee or director, Officer
1$0$0
18 more people on this return
NameTitleHours / weekCompensation
KEVIN CONNOLLYDIRECTOR
Trustee or director
1$0
ANAND NAIRDIRECTOR
Trustee or director
1$0
ALEJANDRO LONGORIADIRECTOR
Trustee or director
1$0
JONATHAN LAWDIRECTOR
Trustee or director
1$0
JIM JESSEEDIRECTOR
Trustee or director
1$0
MIKE REFOJODIRECTOR
Trustee or director
1$0
IRIS GONZALEZDIRECTOR
Trustee or director
1$0
CALVIN CROSSLINDIRECTOR
Trustee or director
1$0
MARK COXDIRECTOR
Trustee or director
1$0
PUNIT MEHTADIRECTOR
Trustee or director
1$0
MAX CLERMONTDIRECTOR
Trustee or director
1$0
GERALDINE WHITEDIRECTOR
Trustee or director
1$0
RAVI ACHARYADIRECTOR
Trustee or director
1$0
MIKE VOLODIRECTOR
Trustee or director
1$0
BOB BALLARDDIRECTOR
Trustee or director
1$0
DENISE DEAMORESECRETARY
Trustee or director, Officer
1$0
LARRY BRADLEYTREASURER
Trustee or director, Officer
1$0
PETER BOWENVICE CHAIR
Trustee or director, Officer
1$0
990 for the year ended June 30, 2024: 33 people
NameTitleHours / weekCompensationOther / benefits
STEVEN COLONCEO
Trustee or director, Officer
40$345,806$35,244
ALISSA SILVERMANVP OF REGIONAL SUCCESS, CONSULTANT 22 LAUNCH PAD C
Highest-paid employee
40$235,049$1,601
SHAUWEA HAMILTONCRO
Key employee
40$222,008$6,125
SHANNON DONNELLYCOFO
Officer
40$181,317$26,918
THOMAS HOBARTEXECUTIVE DIRECTOR - CHICAGO
Key employee
40$174,371$31,603
GINETTE SAIMPREVILEXECUTIVE DIRECTOR - MA
Key employee
40$182,524$14,129
SARAH PLACECPO
Key employee
40$180,155$5,142
VICTORIA COKEREXECUTIVE DIRECTOR - NY
Key employee
40$161,483$4,364
VANESSA LANDIVARCTDO
Key employee
40$156,854$2,706
ANDREA CARTERCEA
Highest-paid employee
40$140,701$9,231
MICHELLE BARTONMANAGING DIRECTOR OF PROGRAM
Highest-paid employee
40$116,534$27,324
BRANDI HOLTENMANAGING DIRECTOR OF PRODUCT
Highest-paid employee
40$121,127$10,447
BLENDA CHIUMANAGING DIRECTOR OF PROGRAM, CHICAGO
Highest-paid employee
40$126,795$3,537
AUDITI CHAKRAVARTYCHAIR
Trustee or director, Officer
1$0$0
ROBERT BALLARDVICE CHAIR
Trustee or director, Officer
1$0$0
BARBARA THOMASSECRETARY
Trustee or director, Officer
1$0$0
JOHN BACHMANTREASURER
Trustee or director, Officer
1$0$0
ALEJANDRO LONGORIADIRECTOR
Trustee or director
1$0$0
ANAND NAIRDIRECTOR
Trustee or director
1$0$0
CALVIN CROSSLINDIRECTOR
Trustee or director
1$0$0
DENISE DEAMOREDIRECTOR
Trustee or director
1$0$0
GERALDINE WHITEDIRECTOR
Trustee or director
1$0$0
HAROLD WILDEDIRECTOR
Trustee or director
1$0$0
JIM JESSEEDIRECTOR
Trustee or director
1$0$0
KEVIN CONNOLLYDIRECTOR
Trustee or director
1$0$0
LARRY BRADLEYDIRECTOR
Trustee or director
1$0$0
MARK COXDIRECTOR
Trustee or director
1$0$0
MAX CLERMONTDIRECTOR
Trustee or director
1$0$0
MIKE REFOJODIRECTOR
Trustee or director
1$0$0
MIKE VOLODIRECTOR
Trustee or director
1$0$0
PETER BOWENDIRECTOR
Trustee or director
1$0$0
RAVI ACHARYADIRECTOR
Trustee or director
1$0$0
STACEY WOLFDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 28 people
NameTitleHours / weekCompensationOther / benefits
STEVEN COLONCEO
Trustee or director, Officer
40$296,520$23,040
SHAUWEA HAMILTONCRO
Highest-paid employee
40$200,599$6,018
IJEOMA MBAMALUCTO
Highest-paid employee
40$185,174$10,272
WILL HOBARTEXECUTIVE DIRECTOR - IL
Key employee
40$161,674$17,464
GINETTE SAIMPREVILEXECUTIVE DIRECTOR - MA
Key employee
40$164,298$9,646
SARAH PLACECPO
Highest-paid employee
40$156,131$9,754
SHANNON DONNELLYCOFO
Officer
40$55,120$1,050
AUDITI CHAKRAVARTYCHAIR
Trustee or director, Officer
1$0$0
ROBERT BALLARDVICE CHAIR
Trustee or director, Officer
1$0$0
BARBARA THOMASSECRETARY
Trustee or director, Officer
1$0$0
JOHN BACHMANTREASURER
Trustee or director, Officer
1$0$0
ALEJANDRO LONGORIADIRECTOR
Trustee or director
1$0$0
ANAND NAIRDIRECTOR
Trustee or director
1$0$0
CALVIN CROSSLINDIRECTOR
Trustee or director
1$0$0
DENISE DEAMOREDIRECTOR
Trustee or director
1$0$0
GERALDINE WHITEDIRECTOR
Trustee or director
1$0$0
HAROLD WILDEDIRECTOR
Trustee or director
1$0$0
JIM JESSEEDIRECTOR
Trustee or director
1$0$0
KEVIN CONNOLLYDIRECTOR
Trustee or director
1$0$0
LARRY BRADLEYDIRECTOR
Trustee or director
1$0$0
MARK COXDIRECTOR
Trustee or director
1$0$0
MAX CLERMONTDIRECTOR
Trustee or director
1$0$0
MIKE REFOJODIRECTOR
Trustee or director
1$0$0
MIKE VOLODIRECTOR
Trustee or director
1$0$0
PETER BOWENDIRECTOR
Trustee or director
1$0$0
RAVI ACHARYADIRECTOR
Trustee or director
1$0$0
STACEY WOLFDIRECTOR
Trustee or director
1$0$0
VANDANA VENKATESHDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
500 ARMORY STREET STE 3, JAMAICA PLAIN, MA 02130-0000
In care of
% BOTT
Principal officer (990 for 2024)
STEVEN COLON, 500 AMORY STREET STE 3, JAMAICA PLAIN, MA 02130
Signed the 990
SHANNON DONNELLY, COFO
Phone
(857) 415-4810
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

BOTTOM LINE WAS FOUNDED IN 1997 TO HELP FIRST GENERATION STUDENTS FROM LOW INCOME BACKGROUNDS GET INTO COLLEGE, GRADUATE FROM COLLEGE, AND GO FAR IN LIFE. WE ACCOMPLISH THIS MISSION BY PROVIDING ONE-ON-ONE COMPREHENSIVE SUPPORT DURING THE COLLEGE (CONTINUED ON SCH O) APPLICATION PROCESS AND FOR UP TO SIX YEARS IN COLLEGE.

990 for the year ended June 30, 2025

Program accomplishments

  • IN FISCAL YEAR 2025, BOTTOM LINE SERVERD MORE THAN 1080 HIGH SCHOOL STUDENTS THROUGH THE ORGANIZATION'S HIGHSCHOOL ACCESS PROGRAM, OF WHICH 91% MADE A COMMITMENT TO COLLEGE BY THE END OF THEIR SENIOR YEARS. THE ORGANIZATION SUPPORTED APPROXIMATELY 4100 STUDENTS IN THE COLLEGE SUCCESS PROGRAM, ACROSS MORE THAN 40 CAMPUSES NATIONWIDE, CELEBRATING 719 GRADUATES! BOTTOMLINE SUPPORTED MORE THAN 1900 STUDENTS IN THE CURRENT YEAR OF THE BLUPRINT PROGRAM, CONNECTING DEGREE-ASPIRING STUDENTS ALL OVER THE COUNTRY WITH A VIRTUAL ADVISOR.
    Expenses $17,670,447 · grants $1,749,444 · revenue $39,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-3351427
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1997
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$33,582,184
Income (IRS master file)
$52,179,986

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$20,192,316$25,813,070$33,582,184IRS
990June 2024$23,371,322$24,472,259$37,282,019IRS
990June 2023$36,544,277$19,235,375$39,708,126XML
990June 2022$18,128,457$14,854,221$21,295,444IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3351427).

Questions about THE BOTTOM LINE INC

What is the EIN of THE BOTTOM LINE INC?
The employer identification number (EIN) of THE BOTTOM LINE INC is 04-3351427.
Is THE BOTTOM LINE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to THE BOTTOM LINE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE BOTTOM LINE INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE BOTTOM LINE INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE BOTTOM LINE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE BOTTOM LINE INC?
The 990 for the year ended June 30, 2025 names STEVEN COLON.
Who are the officers and directors of THE BOTTOM LINE INC?
The 990 for the year ended June 30, 2025 lists 33 people; 14 received compensation from the organization, the highest $360,571 (STEVEN COLON, CHIEF EXECUTIVE OFFICER).
How much revenue does THE BOTTOM LINE INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $20,192,316, expenses of $25,813,070 and total assets of $33,582,184 at year end.

Other nonprofits in JAMAICA PLAIN

All nonprofits in JAMAICA PLAIN · Massachusetts · Community improvement and capacity building