Nonprofit · EIN 82-2553525
AMERICANS FOR FINANCIAL REFORM EDUCATION FUND
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,218,148 | $4,866,283 | -$648,135 | $7,219,625 | $946,210 | $6,273,415 |
| December 31, 2023 | 990 | $5,574,904 | $4,990,277 | $584,627 | $7,919,764 | $914,146 | $7,005,618 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,967,643
- Program service revenue
- $0
- Investment income
- $127,236
- Other revenue
- $123,269
Expenses
- Grants and similar amounts paid
- $399,450
- Compensation of officers, directors and key employees
- $287,650
- Other salaries and wages
- $2,546,913
- Salaries, compensation and benefits (total)
- $3,602,302
- Professional fundraising fees
- $0
- Legal fees
- $6,283
- Accounting fees
- $59,852
- Occupancy
- $145,367
- Travel
- $40,079
- Program services (functional)
- $3,986,877
- Management and general (functional)
- $697,981
- Fundraising (functional)
- $181,425
Balance sheet and other
- Total assets, start of year
- $7,919,764
- Total assets, end of year
- $7,219,625
- Total liabilities, end of year
- $946,210
- Net assets, end of year
- $6,273,415
- Publicly traded securities
- $3,531,704
- Net assets without donor restrictions
- $2,948,274
- Net assets with donor restrictions
- $3,325,141
- Gross receipts
- $4,218,148
- Employees
- 42
- Volunteers
- 8
- Year formed
- 2018
- State of legal domicile
- DC
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 | Other / benefits |
|---|---|---|---|---|
| Lisa Donner | Executive Director Trustee or director, Officer | 27.37 | $162,102 | $23,512 |
| Ericka Taylor | Popular Education Mgr Take on Wall Highest-paid employee | 40 | $147,138 | $21,706 |
| Gynnie Robnett | Chief Operating Officer Officer | 40 | $125,548 | $37,909 |
| Porter McConnell | Senior Director Highest-paid employee | 40 | $125,863 | $35,106 |
| Aditi Sen | Research Director Highest-paid employee | 40 | $122,998 | $18,081 |
| Alexander Martin | Policy Director Highest-paid employee | 40 | $110,014 | $17,127 |
| Carter Dougherty | Communications Director Highest-paid employee | 40 | $107,208 | $7,286 |
| Darrick Hamilton | Director Trustee or director | 1.25 | $0 | $0 |
| Saqib Bhatti | Director Trustee or director | 1.25 | $0 | $0 |
| Rebecca Dixon | Director Trustee or director | 1.25 | $0 | $0 |
| Steven Renderos | Director Trustee or director | 1.25 | $0 | $0 |
| Kimberly Longey | Director Trustee or director | 1.25 | $0 | $0 |
| Graham Steele | Director Trustee or director | 1.25 | $0 | $0 |
| Mehrsa Baradaran | Director Trustee or director | 1.25 | $0 | $0 |
| Anna Lefer Kuhn | Treasurer Trustee or director, Officer | 1.25 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Lisa Donner | Executive Director Trustee or director, Officer | 27.37 | $163,890 | $16,843 |
| Virginia Robnett | Chief Operating Officer Officer | 27.37 | $145,890 | $21,789 |
| Ericka Taylor | Popular Education Mgr Take o Highest-paid employee | 40 | $133,413 | $13,776 |
| Marian McConnell | Campaign Director Highest-paid employee | 40 | $124,020 | $15,574 |
| Aditi Sen | Research Director Highest-paid employee | 40 | $132,840 | $6,424 |
| Carter Dougherty | Communications Director Highest-paid employee | 40 | $125,550 | $8,161 |
| Renita Marcellin | Advocacy & Legislative Direct Highest-paid employee | 40 | $122,090 | $10,501 |
| Kimberly Longey | Director Trustee or director | 1.25 | $0 | $0 |
| Renata Pumarol | Director Trustee or director | 1.25 | $0 | $0 |
| Saqib Bhatti | Director Trustee or director | 1.25 | $0 | $0 |
| Darrick Hamilton | Director Trustee or director | 1.25 | $0 | $0 |
| Patricia McCoy | Director Trustee or director | 1.25 | $0 | $0 |
| Steven Renderos | Director Trustee or director | 1.25 | $0 | $0 |
| Rebecca Dixon | Director Trustee or director | 1.25 | $0 | $0 |
| Anna Lefer Kuhn | Treasurer Trustee or director, Officer | 1.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11 DUPONT CIR NW STE 500, WASHINGTON, DC 20036-1237
- In care of
- % GYNNIE ROBNETT
- Principal officer (990 for 2024)
- Lisa Donner, 11 DupOnt Circle NW STE 500, Washington, DC 20036
- Signed the 990
- GYNNIE ROBNETT, Chief Operating Officer
- Phone
- (202) 466-1885
- Website
- www.realbankreform.org
- Return prepared by
- Mullins PC
Mission
To create a fair and just financial system that contributes to shared prosperity for all families and communities.
Program accomplishments
- Explanation Legislative advocacy to advance consumer financial protection and a more just and accountable financial system. We organize advocacy campaigns to advance or oppose legislation on a broad scope of finance and financial markets related issues, from high cost lending abuses, to investor protections, to capital markets, to private funds and more with the goals of making lending and financial markets safer and fairer for the public, and better supporting a more equitable, stable, and sustainable economy. Building and Mobilizing a Robust Coalition to Support Financial Reform and Regulation: We bring together a nonpartisan nonprofit coalition including civil rights, consumer, labor, investor, small business, and civic and community-based organizations. We build connections among disparate groups; put together and nurture an infrastructure to develop and share information, insights, tools, tactics, and strategies; and provide strategic analysis, materials, research and other tools so that together we can develop and advance economic and racial justice priorities to reform the financial system. Policy Analysis and Development: We analyze legislation and policy proposals in the financial space including in the areas of consumer financial protection, investor protection, financial stability / systemic risk, non-bank financial actors, student lending, taxes, and other policies as they affect Wall Street, from a public interest perspective. We explain and support or oppose proposals, present testimony, and report on how members of Congress vote on issues connected to the regulation and design of the financial system. We work with our allies to develop and promote legislative solutions to stop financial sector abuses of economically vulnerable families and communities and reverse growing inequality that results from unchecked financialization and speculationExpenses $3,986,877 · grants $399,450
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
- 82-2553525
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W05)
- Assets (IRS master file)
- $7,219,625
- Income (IRS master file)
- $4,218,148
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,218,148 | $4,866,283 | $7,219,625 | XML |
| 990 | December 2023 | $5,574,904 | $4,990,277 | $7,919,764 | XML |
| 990 | December 2022 | $3,427,093 | $4,418,993 | $7,519,746 | 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 82-2553525).
Questions about AMERICANS FOR FINANCIAL REFORM EDUCATION FUND
- What is the EIN of AMERICANS FOR FINANCIAL REFORM EDUCATION FUND?
- The employer identification number (EIN) of AMERICANS FOR FINANCIAL REFORM EDUCATION FUND is 82-2553525.
- Is AMERICANS FOR FINANCIAL REFORM EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to AMERICANS FOR FINANCIAL REFORM EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICANS FOR FINANCIAL REFORM EDUCATION FUND 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 AMERICANS FOR FINANCIAL REFORM EDUCATION FUND 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 AMERICANS FOR FINANCIAL REFORM EDUCATION FUND 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 AMERICANS FOR FINANCIAL REFORM EDUCATION FUND?
- The 990 for the year ended December 31, 2024 names Lisa Donner.
- Who are the officers and directors of AMERICANS FOR FINANCIAL REFORM EDUCATION FUND?
- The 990 for the year ended December 31, 2024 lists 15 people; 7 received compensation from the organization, the highest $162,102 (Lisa Donner, Executive Director).
- How much revenue does AMERICANS FOR FINANCIAL REFORM EDUCATION FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,218,148, expenses of $4,866,283 and total assets of $7,219,625 at year end.
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