Nonprofit · EIN 36-4385559
RSF SOCIAL INVESTMENT FUND INC
Tax-exempt · SAN FRANCISCO, CA 94126
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,933,436 | $7,007,295 | $926,141 | $153,466,042 | $139,313,667 | $14,152,375 |
| December 31, 2023 | 990 | $6,578,017 | $5,101,923 | $1,476,094 | $138,000,504 | $124,774,270 | $13,226,234 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,922,641
- Investment income
- $1,010,795
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,129,380
- Other salaries and wages
- $1,523,196
- Salaries, compensation and benefits (total)
- $3,243,162
- Professional fundraising fees
- $0
- Legal fees
- $202,075
- Accounting fees
- $73,973
- Occupancy
- $66,009
- Travel
- $63,184
- Depreciation
- $35,772
- Program services (functional)
- $5,799,501
- Management and general (functional)
- $1,207,794
Balance sheet and other
- Total assets, start of year
- $138,000,504
- Total assets, end of year
- $153,466,042
- Total liabilities, end of year
- $139,313,667
- Net assets, end of year
- $14,152,375
- Publicly traded securities
- $16,187,177
- Net assets without donor restrictions
- $14,152,375
- Gross unrelated business income
- $1,037,358
- Gross receipts
- $7,933,436
- Employees
- 26
- Volunteers
- 5
- Year formed
- 2000
- State of legal domicile
- CA
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 |
|---|---|---|---|---|---|
| JASPER J VAN BRAKEL | CEO & DIRECTOR Trustee or director, Officer | 24 | $0 | $483,000 | $5,700 |
| MICHELLE BRUNO | CHIEF OPERATING OFFICER Officer | 24 | $0 | $331,500 | $5,800 |
| SYLVIA LEE | VP, FINANCE & TREASURER Officer | 24 | $0 | $246,649 | $2,500 |
| KATHLEEN PAYLOR | VP, IMPACT INVESTING & PHILANTHROPY Officer | 24 | $0 | $240,016 | $3,675 |
| DANA STRANZ | VP, CREDIT AND RISK Officer | 24 | $0 | $224,791 | $2,800 |
| MICHAEL JONES | VP, LENDING BUSINESS DEVELOPMENT Officer | 24 | $0 | $206,833 | $2,500 |
| BEN GORDON | DIRECTOR, CREDIT Highest-paid employee | 24 | $0 | $145,050 | $5,500 |
| JON WEBB | SENIOR MANAGER, ACCOUNTING Highest-paid employee | 24 | $0 | $137,985 | $8,280 |
| MICHAEL BART | DIRECTOR, LOAN & INVESTMENT OPERATIONS Highest-paid employee | 24 | $0 | $138,231 | $2,188 |
| AMY BIRD | DIRECTOR, LENDING Highest-paid employee | 24 | $0 | $129,277 | $9,392 |
| ERIKA WILLIAMS | VP, INTEGRATED CAPITAL (THRU 2/2024) Officer | 24 | $0 | $125,744 | $792 |
| AMY HERSMAN | EXECUTIVE ASSISTANT Highest-paid employee | 24 | $0 | $117,387 | $4,717 |
| LEE MERKLE-RAYMOND | BOARD CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ELISSA SANGALLI | BOARD CO-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMIR KIRKWOOD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KONDA MASON | TRUSTEE (THRU 5/2024) Trustee or director | 1 | $0 |
| DR DAVID E MCCLEAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JASPER J VAN BRAKEL | CEO & DIRECTOR Trustee or director, Officer | 1 | $0 | $409,160 | $48,725 |
| MICHELLE BRUNO | CHIEF OPERATING OFFICER Officer | 1 | $0 | $277,750 | $34,293 |
| SYLVIA LEE | VP, FINANCE & TREASURER Officer | 1 | $0 | $222,358 | $40,736 |
| LEE MERKLE-RAYMOND | CHAIR THRU 5/2023 / DIR START 5/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AMIR KIRKWOOD | DIR THRU 5/2023 / CHAIR START 5/2023 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RON ALSTON | DIRECTOR THRU 5/2023 Trustee or director | 1 | $0 | $0 | $0 |
| KONDA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELISSA SANGALLI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2007, SAN FRANCISCO, CA 94126-2007
- In care of
- % THE PRESIDIO BUILDING
- Principal officer (990 for 2024)
- JASPER J VAN BRAKEL, PO BOX 2007, SAN FRANCISCO, CA 94126
- Signed the 990
- NICOLE HENDERSON, HEAD OF FINANCE & ACCOUNTING
- Phone
- (415) 561-3900
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 36-4385559 or by the name RSF SOCIAL INVESTMENT FUND INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
WE ENVISION A WORLD WHERE ALL PEOPLE HAVE THE POWER TO USE THEIR MONEY TO REGENERATE PEOPLE, COMMUNITIES, AND THE PLANET.
Program accomplishments
- THE ORGANIZATION SUPPORTS THE CHARITABLE ACTIVITIES OF RSF THROUGH A PROGRAM OF LOANS TO MISSION-ALIGNED ORGANIZATIONS AND PROJECTS.Expenses $5,799,501 · revenue $6,922,641
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
- 36-4385559
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $153,466,042
- Income (IRS master file)
- $7,933,436
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,933,436 | $7,007,295 | $153,466,042 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $6,578,017 | $5,101,923 | $138,000,504 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $4,568,986 | $4,368,903 | $142,896,589 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 36-4385559).
Questions about RSF SOCIAL INVESTMENT FUND INC
- What is the EIN of RSF SOCIAL INVESTMENT FUND INC?
- The employer identification number (EIN) of RSF SOCIAL INVESTMENT FUND INC is 36-4385559.
- Is RSF SOCIAL INVESTMENT FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to RSF SOCIAL INVESTMENT FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does RSF SOCIAL INVESTMENT FUND 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 RSF SOCIAL INVESTMENT FUND 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 RSF SOCIAL INVESTMENT FUND 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 RSF SOCIAL INVESTMENT FUND INC?
- The 990 for the year ended December 31, 2024 names JASPER J VAN BRAKEL.
- Who are the officers and directors of RSF SOCIAL INVESTMENT FUND INC?
- The 990 for the year ended December 31, 2024 lists 17 people; 0 received compensation from the organization.
- How much revenue does RSF SOCIAL INVESTMENT FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,933,436, expenses of $7,007,295 and total assets of $153,466,042 at year end.
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