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Nonprofit · EIN 82-5402867

IMPACT SOCIETY GLOBAL

Tax-exempt · NEW YORK, NY 10001

Financials

$2.6M$1.3M2022$2.5M$3M2023$2.9M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of IMPACT SOCIETY GLOBAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,873,096$2,685,915$187,181$2,126,480$293,051$1,833,429
December 31, 2023990$2,472,101$2,958,230-$486,129$1,952,546$306,299$1,646,247
December 31, 2022990$2,550,511$1,284,042$1,266,469$2,437,492$305,116$2,132,376
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$2,634,229
Membership dues
$290,341
Program service revenue
$37,812
Investment income
$0
Other revenue
$201,055

Expenses

Grants and similar amounts paid
$76,333
Compensation of officers, directors and key employees
$152,228
Other salaries and wages
$1,070,936
Salaries, compensation and benefits (total)
$1,492,582
Professional fundraising fees
$0
Accounting fees
$129,506
Occupancy
$19,189
Travel
$93,218
Program services (functional)
$2,034,368
Management and general (functional)
$500,225
Fundraising (functional)
$151,322

Balance sheet and other

Total assets, start of year
$1,952,546
Total assets, end of year
$2,126,480
Total liabilities, end of year
$293,051
Net assets, end of year
$1,833,429
Net assets without donor restrictions
$1,110,649
Net assets with donor restrictions
$722,780
Gross receipts
$2,873,096
Employees
9
Volunteers
0
Year formed
2018
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.

NameTitleHours / weekCompensationOther / benefits
KRISTINE KUECHLERSENIOR DIRECTOR
Highest-paid employee
40$330,891$31,151
SAM BONSEYPRESIDENT
Officer
40$152,228$21,154
PEARLINE YUMREGIONAL DIRECTOR
Highest-paid employee
40$129,129$9,014
LINDA RINCONDIRECTOR OF EXPERIENCES
Highest-paid employee
40$117,206$18,379
EDWARD WELCHDIRECTOR OF SPECIAL INCENTIVES
Highest-paid employee
40$123,481$7,409
SYDNEY BOLGERDIRECTOR OF US & CANADA
Highest-paid employee
40$106,736$7,191
JUSTIN ROCKEFELLERCHAIRMAN
Trustee or director, Officer
2$0$0
JULIE ENGELHORNSECRETARY
Trustee or director, Officer
1$0$0
MICHAEL TRAGER-KUSMANTREASURER
Trustee or director, Officer
2$0$0
LIESEL PRITZKER SIMMONSDIRECTOR
Trustee or director
1$0$0
JOSH COHENDIRECTOR
Trustee or director
1$0$0
JUNE NAGAODIRECTOR
Trustee or director
1$0$0
ROGERIO RABELODIRECTOR
Trustee or director
1$0$0
JESSICA DROSTE YAGANDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationOther / benefits
KRISTI KUECHLEREMPLOYEE
Highest-paid employee
40$318,373$23,471
SAMUEL BONSEYPRESIDENT
Officer
40$146,521$16,395
EDWARD WELCHEMPLOYEE
Highest-paid employee
40$117,460$8,014
PEARLINE YUMEMPLOYEE
Highest-paid employee
40$113,765$9,054
LINDA RINCONEMPLOYEE
Highest-paid employee
40$110,704$11,140
MILTON SPEIDEMPLOYEE
Highest-paid employee
40$105,928$10,544
JOSH COHENDIRECTOR
Trustee or director
1$0$0
JUNE NAGAODIRECTOR
Trustee or director
1$0$0
LIESEL PRITZKER SIMMONSDIRECTOR
Trustee or director
1$0$0
JESSICA DROSTE YAGANDIRECTOR
Trustee or director
1$0$0
ROGERIO RABELODIRECTOR
Trustee or director
1$0$0
HORACIO PAVEZDIRECTOR
Trustee or director
1$0$0
FERNANDO SCODRODIRECTOR
Trustee or director
1$0$0
MICHAEL TRAGER-KUSMANTREASURER
Trustee or director, Officer
2$0$0
JULIE ENGELHORNSECRETARY
Trustee or director, Officer
1$0$0
JUSTIN ROCKEFELLERCHAIRMAN
Trustee or director, Officer
2$0$0
990 for the year ended December 31, 2022: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KRISTI KUECHLEREMPLOYEE
Highest-paid employee
0$125,000$171,582$11,904
SAMUEL BONSEYEXECUTIVE DIRECTOR
Officer
40$64,375$89,997$7,414
EDWARD WELCHEMPLOYEE
Highest-paid employee
0$46,458$83,792$5,611
ALICE SILVER-HEILMANEMPLOYEE
Highest-paid employee
0$45,492$63,688$4,874
LINDA RINCON QUINAYASEMPLOYEE
Highest-paid employee
0$38,480$68,925$4,552
JUSTIN ROCKEFELLERCHAIR
Trustee or director, Officer
2$0$0$0
JOSH COHENTREASURER
Trustee or director, Officer
2$0$0$0
LIESEL PRITZKER-SIMMONSSECRETARY
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
1178 BROADWAY 3RD FLOOR 4066, NEW YORK, NY 10001-5666
In care of
% SAMUEL BONSEY
Mailing address (990-N for 2020)
135 Madison Avenue, New York NY 10016
Principal officer (990 for 2024)
SAMUEL BONSEY, 110 E 25TH STREET, NEW YORK, NY 10010
Principal officer (990-N for 2020)
Justin Rockefeller, 135 Madison Avenue, New York NY 10016
Signed the 990
SAMUEL BONSEY, PRESIDENT
Phone
(617) 872-5863
Return prepared by
CERINI & ASSOCIATES LLP

Mission

THE ORGANIZATION IS A GLOBAL MEMBERSHIP COMMUNITY OF FAMILIES COMMITTED TO ALIGNING THEIR ASSETS WITH THEIR VALUES. THE ORGANIZATION'S MISSION IS TO HELP FAMILIES MAKE IMPACT INVESTMENTS MORE EFFECTIVELY.

990 for the year ended December 31, 2024

Program accomplishments

  • HELPS FAMILIES MAKE IMPACT INVESTMENTS MORE EFFECTIVELY.
    Expenses $2,034,368 · grants $76,333 · revenue $37,812

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-5402867
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,126,480
Income (IRS master file)
$2,873,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,873,096$2,685,915$2,126,480XML
990December 2023$2,472,101$2,958,230$1,952,546XML
990December 2022$2,550,511$1,284,042$2,437,492XML
990December 2021–––IRS
990-N for 2020
Officer: Justin Rockefeller
December 31, 2020≤ $50,000 receipts––e-Postcard

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 82-5402867).

Questions about IMPACT SOCIETY GLOBAL

What is the EIN of IMPACT SOCIETY GLOBAL?
The employer identification number (EIN) of IMPACT SOCIETY GLOBAL is 82-5402867.
Is IMPACT SOCIETY GLOBAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to IMPACT SOCIETY GLOBAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does IMPACT SOCIETY GLOBAL 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 IMPACT SOCIETY GLOBAL 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 IMPACT SOCIETY GLOBAL 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 IMPACT SOCIETY GLOBAL?
The 990 for the year ended December 31, 2024 names SAMUEL BONSEY.
Who are the officers and directors of IMPACT SOCIETY GLOBAL?
The 990 for the year ended December 31, 2024 lists 14 people; 6 received compensation from the organization, the highest $330,891 (KRISTINE KUECHLER, SENIOR DIRECTOR).
How much revenue does IMPACT SOCIETY GLOBAL have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,873,096, expenses of $2,685,915 and total assets of $2,126,480 at year end.

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