Nonprofit · EIN 80-0444461
NEO PHILANTHROPY ACTION FUND INC
Tax-exempt · NEW YORK, NY 10018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,483,466 | $13,434,770 | -$3,951,304 | $11,051,158 | $1,588,770 | $9,462,388 |
| December 31, 2023 | 990 | $9,101,710 | $6,111,295 | $2,990,415 | $13,831,195 | $403,438 | $13,427,757 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,271,898
- Program service revenue
- $118,925
- Investment income
- $92,643
- Net gain from sales of assets
- -$130
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,186,345
- Compensation of officers, directors and key employees
- $39,602
- Other salaries and wages
- $834,161
- Salaries, compensation and benefits (total)
- $1,106,363
- Professional fundraising fees
- $0
- Legal fees
- $25,600
- Accounting fees
- $29,300
- Occupancy
- $42,496
- Travel
- $16,559
- Program services (functional)
- $12,924,790
- Management and general (functional)
- $501,258
- Fundraising (functional)
- $8,722
Balance sheet and other
- Total assets, start of year
- $13,831,195
- Total assets, end of year
- $11,051,158
- Total liabilities, end of year
- $1,588,770
- Net assets, end of year
- $9,462,388
- Net assets without donor restrictions
- $2,578,328
- Net assets with donor restrictions
- $6,884,060
- Gross receipts
- $9,486,108
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2009
- 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 |
|---|---|---|---|---|---|
| Michele Lord | President Officer | 0.5 | $3,955 | $323,627 | $56,034 |
| Rutledge Simmons | Vice President and General Counsel Key employee | 0.1 | $994 | $277,300 | $47,784 |
| Erin Ballard | COO and Executive VP Officer | 0.4 | $2,636 | $269,084 | $53,406 |
| Margarita Rubalcava | Chief Program Officer Officer | 0.1 | $446 | $266,010 | $52,803 |
| Rini Chakraborty | Vice President, FFF Key employee | 1.9 | $12,583 | $257,563 | $27,424 |
| Su Lim | CFO and VP of Infrastructure Officer | 4.4 | $27,224 | $220,283 | $36,288 |
| John Gilroy ESQ | Chairperson Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sara Jameel Hadad | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Rovika Rajkishun | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Michele Lord | President Officer | 1 | $2,188 | $314,968 | $53,222 |
| Erin Ballard | COO and Executive VP Officer | 1 | $3,478 | $260,951 | $50,530 |
| Su Lim | CFO and VP of Infrastructure Officer | 5 | $25,008 | $178,913 | $32,816 |
| John Gilroy ESQ | Chairperson Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Sara Jameel Hadad | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Rovika Rajkishun | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Susan Stamler | Board Member (Through September 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 AVE OF THE AMERICAS 12FL, NEW YORK, NY 10018-5460
- In care of
- % NEO PHILANTHROPY ACTION FUND
- 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.NEOACTIONFUND.ORG
- Return prepared by
- Forvis Mazars LLP
Mission
TO PROMOTE SOCIAL WELFARE AND THE COMMON GOOD, ADVANCE SOCIAL JUSTICE, AND ADVOCATE POLICY REFORM TO IMPROVE THE QUALITY OF LIFE FOR ALL PERSONS.
Program accomplishments
- Immigration: NEO Action Fund's program on immigration seeks to strengthen the long-term effectiveness of the grassroots immigrant justice movement to engage more adeptly in policy advocacy and in holding decision-makers accountable.Expenses $4,753,061 · grants $4,380,000
- Civic Engagement: NEO Action Fund promotes civic engagement through grant-making, funder alignment, and voter education to support movement-building and advocacy at the state, local, and national levels. The program seeks to support creation of a policy environment that is more inclusive of all voters, especially young people, people of color, and underrepresented communities.Expenses $3,655,760 · grants $2,503,107
- Climate: NEO Action Fund's program on climate education and clean energy seeks to build long-term political power and provide education regarding climate change and the need for clean energy. The program provides grants to address climate change and promote clean energy at the state and national levels.Expenses $3,000,000 · grants $3,000,000
- OTHER PROGRAMSExpenses $1,515,969 · grants $303,238 · revenue $118,925
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
- 80-0444461
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R99)
- Assets (IRS master file)
- $11,051,158
- Income (IRS master file)
- $9,486,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,483,466 | $13,434,770 | $11,051,158 | XML |
| 990 | December 2023 | $9,101,710 | $6,111,295 | $13,831,195 | XML |
| 990 | December 2022 | $10,358,810 | $9,003,292 | $12,346,003 | 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 80-0444461).
Questions about NEO PHILANTHROPY ACTION FUND INC
- What is the EIN of NEO PHILANTHROPY ACTION FUND INC?
- The employer identification number (EIN) of NEO PHILANTHROPY ACTION FUND INC is 80-0444461.
- Is NEO PHILANTHROPY ACTION FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2009.
- Are donations to NEO PHILANTHROPY ACTION FUND INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEO PHILANTHROPY ACTION 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 NEO PHILANTHROPY ACTION 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 NEO PHILANTHROPY ACTION 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 NEO PHILANTHROPY ACTION FUND INC?
- The 990 for the year ended December 31, 2024 names Michele Lord.
- Who are the officers and directors of NEO PHILANTHROPY ACTION FUND INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 6 received compensation from the organization, the highest $3,955 (Michele Lord, President).
- How much revenue does NEO PHILANTHROPY ACTION FUND INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,483,466, expenses of $13,434,770 and total assets of $11,051,158 at year end.
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