Nonprofit · EIN 13-3191113
NEO PHILANTHROPY INC
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $168,890,598 | $184,937,212 | -$16,046,614 | $185,577,115 | $20,656,685 | $164,920,430 |
| December 31, 2023 | 990 | $167,648,220 | $128,270,774 | $39,377,446 | $199,912,880 | $19,571,875 | $180,341,005 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $163,804,531
- Program service revenue
- $1,297,041
- Investment income
- $3,789,026
- Net gain from sales of assets
- -$1,867
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $104,107,545
- Compensation of officers, directors and key employees
- $2,192,464
- Other salaries and wages
- $31,443,894
- Salaries, compensation and benefits (total)
- $43,900,061
- Professional fundraising fees
- $0
- Legal fees
- $240,611
- Accounting fees
- $79,700
- Occupancy
- $1,254,257
- Travel
- $3,210,345
- Depreciation
- $168,087
- Program services (functional)
- $173,738,527
- Management and general (functional)
- $10,273,763
- Fundraising (functional)
- $924,922
Balance sheet and other
- Total assets, start of year
- $199,912,880
- Total assets, end of year
- $185,577,115
- Total liabilities, end of year
- $20,656,685
- Net assets, end of year
- $164,920,430
- Land, buildings and equipment
- $1,296,063
- Net assets without donor restrictions
- $20,752,969
- Net assets with donor restrictions
- $144,167,461
- Gross receipts
- $177,254,064
- Employees
- 447
- Volunteers
- 8
- Year formed
- 1983
- State of legal domicile
- NY
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DWANA FRANKLIN DAVIS | PROGRAM DIRECTOR Highest-paid employee | 40 | $355,267 | $0 | $56,430 |
| MICHELE LORD | PRESIDENT Officer | 39.5 | $323,627 | $3,955 | $56,034 |
| RUTLEDGE SIMMONS | VICE PRESIDENT AND GENERAL COUNSEL Key employee | 39.9 | $277,300 | $994 | $47,784 |
| ERIN BALLARD | COO AND EXECUTIVE VP Officer | 39.6 | $269,084 | $2,636 | $53,406 |
| MARGARITA RUBALCAVA | CHIEF PROGRAM OFFICER Key employee | 39.9 | $266,010 | $446 | $52,803 |
| ERICA LINNICK | VICE PRESIDENT, SIF Key employee | 40 | $260,028 | $0 | $51,603 |
| ZAINAB SALBI | PROGRAM DIRECTOR Highest-paid employee | 40 | $271,493 | $0 | $26,675 |
| RINI CHAKRABORTY | VICE PRESIDENT, FFF Key employee | 38.1 | $257,563 | $12,583 | $27,424 |
| ALEXANDRA TOMA | PROGRAM DIRECTOR Highest-paid employee | 40 | $245,940 | $0 | $39,415 |
| SU LIM | CFO AND VP OF INFRASTRUCTURE Officer | 35.6 | $220,283 | $27,224 | $36,288 |
| EDWIN REKOSH | PROGRAM DIRECTOR Highest-paid employee | 40 | $244,257 | $0 | $35,590 |
| AMANDA NAVARRO | PROGRAM DIRECTOR Highest-paid employee | 40 | $228,298 | $0 | $38,522 |
| CATHY ALBISA | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHRISTINA SCHATZ | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERRIEN SUAREZ | CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN RUFF | CO-CHAIR Trustee or director, Officer | 1 | $0 |
| ALEX-HANDRAH AIME | BOARD MEMBER Trustee or director | 1 | $0 |
| BLAKE STRODE | BOARD MEMBER Trustee or director | 1 | $0 |
| DARREN SANDOW | BOARD MEMBER (THROUGH JANUARY 2024) Trustee or director | 1 | $0 |
| GLENN HARRIS | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GILROY ESQ | BOARD MEMBER Trustee or director | 1 | $0 |
| KESI B FOSTER | BOARD MEMBER Trustee or director | 1 | $0 |
| SEAN THOMAS-BREITFELD | BOARD MEMBER (THROUGH JULY 2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHELE LORD | PRESIDENT Officer | 39 | $314,968 | $2,188 | $53,222 |
| DWANA FRANKLIN DAVIS | PROGRAM DIRECTOR Highest-paid employee | 40 | $314,375 | $0 | $52,874 |
| ERIN BALLARD | COO AND EXECUTIVE VP Officer | 39 | $260,951 | $3,478 | $50,530 |
| MARGARITA RUBALCAVA | VICE PRESIDFENT OF STRATEGIC PARTNERSHIPS Key employee | 39 | $248,928 | $623 | $49,578 |
| ERICA LINNICK | VICE PRESIDENT, SIF Key employee | 40 | $250,050 | $0 | $45,671 |
| RINI CHAKRABORTY | VICE PRESIDENT, FFF Key employee | 39 | $254,593 | $7,199 | $24,672 |
| ALEXANDRA TOMA | PROGRAM DIRECTOR Highest-paid employee | 40 | $241,740 | $0 | $37,448 |
| EDWIN REKOSH | PROGRAM DIRECTOR Highest-paid employee | 40 | $236,274 | $0 | $33,880 |
| AMANDA NAVARRO | PROGRAM DIRECTOR Highest-paid employee | 40 | $229,089 | $0 | $36,550 |
| PAGE GLEASON | DIRECTOR OF STATE STRATEGY, SIF Highest-paid employee | 40 | $214,630 | $0 | $24,190 |
| SU LIM | CFO AND VP OF INFRASTRUCTURE Officer | 35 | $178,913 | $25,008 | $32,816 |
| RUTLEDGE SIMMONS | VICE PRESIDENT AND GENERAL COUNSEL Key employee | 34 | $173,455 | $33,847 | $24,449 |
| CHRISTINA SCHATZ | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERRIEN SUAREZ | 1ST VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTEN RUFF | 2ND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SEAN THOMAS-BREITFELD | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CATHY ALBISA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAREN SANDOW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GLENN HARRIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN GILROY ESQ | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 AVENUE OF THE AMERICAS 12TH FL, NEW YORK, NY 10018-5460
- In care of
- % ANA LIN
- Principal officer (990 for 2024)
- MICHELE LORD, 1001 AVE OF THE AMERICAS 12FL, NEW YORK, NY 10018
- Signed the 990
- MICHELE LORD, PRESIDENT
- Phone
- (212) 378-2800
- Website
- WWW.NEOPHILANTHROPY.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
NEO PHILANTHROPY, INC. NURTURES STRONG, SUSTAINABLE, AND TRANSFORMATIVE MOVEMENTS FOR JUSTICE BY CONNECTING CHANGEMAKERS AND FUNDERS, SUPPORTING EMERGING LEADERS AND MOVEMENTS, AND DRIVING RESOURCES TO GROUPS ACCELERATING CHANGE.
Program accomplishments
- THE FISCAL SPONSORSHIP PROGRAM PROVIDES ADMINISTRATIVE AND SUPPORT SERVICES TO OTHER NONPROFIT ORGANIZATIONS AND/OR PROJECTS THAT DO NOT HAVE 501(C)(3) TAX EXEMPT STATUS. THIS PROGRAM ALSO WORKS WITH THESE ORGANIZATIONS, SERVING AS AN INCUBATOR FOR PROJECTS THAT ARE CLOSELY ALIGNED WITH THE ORGANIZATION'S MISSION.Expenses $52,310,799 · grants $10,320,751
- THE STATE INFRASTRUCTURE FUND SUPPORTS THE DEVELOPMENT OF STATE-BASED NETWORKS OF ORGANIZATIONS THAT COORDINATE THEIR PROGRAMMING TO INCREASE CIVIC PARTICIPATION AMONG HISTORICALLY UNDERREPRESENTED COMMUNITIES AND TO PROTECT THEIR RIGHT TO VOTE.Expenses $35,486,124 · grants $33,032,450
- THE DONOR SERVICES PROGRAM PROVIDES STRATEGIC, OPERATIONAL, AND SUPPORT SERVICES TO DONOR-DRIVEN PROJECTS, DEVELOPED IN COLLABORATION WITH FUNDERS. FUNDERS INCLUDE PRIVATE FOUNDATIONS, PHILANTHROPIC AFFINITY GROUPS, CORPORATE DONORS, COMMUNITY FOUNDATIONS, AS WELL AS INDIVIDUALS. ALTHOUGH DONOR-DRIVEN, DONOR SERVICES PROJECTS MUST FIRST AND FOREMOST BE ALIGNED WITH OUR ORGANIZATIONAL MISSION AND VALUES AND CAN INCLUDE SIGNIFICANT GRANTMAKING EFFORTS.Expenses $35,247,592 · grants $14,627,573
- Other charitable and grantmaking programsExpenses $23,621,733 · grants $23,592,752 · revenue $1,297,041
- THE FOUR FREEDOMS FUND IS A NATIONAL DONOR COLLABORATIVE WORKING TOWARDS FULL INTEGRATION OF IMMIGRANTS AS ACTIVE PARTICIPANTS IN OUR DEMOCRACY BY SUPPORTING A ROBUST LOCAL, STATE AND NATIONAL INFRASTRUCTURE OF IMMIGRANTS' RIGHTS ORGANIZATIONS AND LEADERSExpenses $23,464,362 · grants $19,679,019
- Strategic Partnership Programs offer collaborative environments to develop, pilot, and continually iterate on initiatives around philanthropic practice, methods, and structures, with particular expertise building participatory decision-making models.Expenses $3,607,917 · grants $2,855,000
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3191113
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W99Z)
- Assets (IRS master file)
- $185,577,115
- Income (IRS master file)
- $177,254,064
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $168,890,598 | $184,937,212 | $185,577,115 | XML |
| 990 | December 2023 | $167,648,220 | $128,270,774 | $199,912,880 | XML |
| 990 | December 2022 | $132,029,874 | $114,068,624 | $153,308,341 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 13-3191113).
Questions about NEO PHILANTHROPY INC
- What is the EIN of NEO PHILANTHROPY INC?
- The employer identification number (EIN) of NEO PHILANTHROPY INC is 13-3191113.
- Is NEO PHILANTHROPY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to NEO PHILANTHROPY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEO PHILANTHROPY 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 NEO PHILANTHROPY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEO PHILANTHROPY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NEO PHILANTHROPY INC?
- The 990 for the year ended December 31, 2024 names MICHELE LORD.
- Who are the officers and directors of NEO PHILANTHROPY INC?
- The 990 for the year ended December 31, 2024 lists 23 people; 12 received compensation from the organization, the highest $355,267 (DWANA FRANKLIN DAVIS, PROGRAM DIRECTOR).
- How much revenue does NEO PHILANTHROPY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $168,890,598, expenses of $184,937,212 and total assets of $185,577,115 at year end.
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