Nonprofit · EIN 83-2945292
IMPACT CAPITAL MANAGERS INSTITUTE INC
Tax-exempt · NEW YORK, NY 10036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $322,964 | $617,420 | -$294,456 | $527,876 | $652,965 | -$125,089 |
| December 31, 2023 | 990 | $550,900 | $730,100 | -$179,200 | $181,731 | $227,502 | -$45,771 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $319,964
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $3,000
Expenses
- Grants and similar amounts paid
- $26,183
- Compensation of officers, directors and key employees
- $79,814
- Other salaries and wages
- $227,762
- Salaries, compensation and benefits (total)
- $354,447
- Professional fundraising fees
- $0
- Legal fees
- $13,779
- Accounting fees
- $10,259
- Occupancy
- $16,051
- Travel
- $23,707
- Program services (functional)
- $435,848
- Management and general (functional)
- $162,583
- Fundraising (functional)
- $18,989
Balance sheet and other
- Total assets, start of year
- $181,731
- Total assets, end of year
- $527,876
- Total liabilities, end of year
- $652,965
- Net assets, end of year
- -$125,089
- Net assets without donor restrictions
- -$359,589
- Net assets with donor restrictions
- $234,500
- Gross receipts
- $322,964
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2018
- State of legal domicile
- DE
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 |
|---|---|---|---|---|---|
| MARIEKE SPENCE | EXECUTIVE DIRECTOR Officer | 25 | $79,814 | $90,186 | $0 |
| DIANE KULJU | DIRECTOR OF IMM & RESEARCH Highest-paid employee | 20 | $60,009 | $69,247 | $8,997 |
| GARRETT JASO | DIRECTOR OF COMMUNICATIONS & POLICY Highest-paid employee | 20 | $51,241 | $54,467 | $15,684 |
| BRIAN TRELSTAD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROGER LIEW | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAUL STRAUB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LIZ LUCKETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN FARLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STONLY BLUE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AMY NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK LEWIS | DIRECTOR 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 |
|---|---|---|---|---|
| MARIEKE SPENCE | EXECUTIVE DIRECTOR Officer | 25 | $83,017 | $86,983 |
| BRIAN TRELSTAD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROGER LIEW | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PAUL STRAUB | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LIZ LUCKETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLYN FARLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STONLY BLUE | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11 W 42ND ST FL 2, NEW YORK, NY 10036-8008
- In care of
- % BRIAN TRELSTAD
- Mailing address (990-N for 2018)
- 200 N Mangum Street Suite 203, Durham NC 27701
- Principal officer (990 for 2024)
- HOPE MAGO, 11 WEST 42ND STREET 2 FL, NEW YORK, NY 10036
- Principal officer (990-N for 2018)
- Marieke Spence, 170 East 87th Street, New York NY 10128
- Signed the 990
- MARIEKE SPENCE, EXECUTIVE DIRECTOR
- Phone
- (917) 495-4241
- Return prepared by
- LUTZ AND CARR CPAS LLP
Mission
THE CORPORATION SHALL WORK TO FOSTER, FACILITATE AND SUPPORT THE DEVELOPMENT OF PRIVATE CAPITAL IMPACT INVESTING, SOCIAL ENTREPRENEURSHIP AND OTHER INNOVATIVE FINANCING MECHANISMS TO EFFECT POSITIVE SOCIAL CHANGE BY, AMONG OTHER ACTIVITIES (A) CREATING AND FACILITATING EDUCATIONAL FORUMS, TRAININGS, WORKSHOPS AND PROGRAMS; (B) FACILITATING AND PROVIDING SUPPORT FOR RESEARCH AND STUDIES; (C) CREATING AND DISSEMINATING OR SUPPORTING THE CREATION AND DISSEMINATION OF EDUCATIONAL MATERIALS, TRAINING AND IMPACT MEASUREMENT TOOLS, AND OTHER RESOURCES; (D) DEVELOPING AND PROMOTING COLLABORATIONS AND RELATIONSHIPS DESIGNED TO BUILD AND SUSTAIN EDUCATED, DIVERSE, AND DYNAMIC COMMUNITIES OF IMPACT AND ENABLE THE EFFECTIVE DEPLOYMENT OF PHILANTHROPIC AND OTHER RESOURCES IN A MISSION-ALIGNED MANNER; AND (E) ENGAGING IN ANY AND ALL OTHER LAWFUL ACTIVITIES INCIDENTAL TO AND IN PURSUIT OF THE FOREGOING PURPOSES.
Program accomplishments
- THE ICM INSTITUTE ADVANCED TALENT DEVELOPMENT, RESEARCH, AND FIELD-BUILDING TO SUPPORT THE CONTINUED GROWTH OF IMPACT INVESTING WITH INTEGRITY. IN PARTNERSHIP WITH THE ICM INC. ASSOCIATION, THE INSTITUTE ORCHESTRATED THE FIFTH YEAR OF THE MOSAIC FELLOWSHIP, PLACING 26 TOP-PERFORMING GRADUATE STUDENTS AT 25 MEMBER FUNDS, AND DELIVERED A FOUR-PART CURRICULUM-INCLUDING AN IN-PERSON ORIENTATION IN NEW YORK CITY-ALONG WITH NETWORKING AND MENTORSHIP TO ACCELERATE THEIR CAREERS. WITH THE ICM LP ADVISORY COUNCIL, THE INSTITUTE LAUNCHED AN INAUGURAL ALLOCATOR PERSPECTIVES RESEARCH STUDY SURVEYING MORE THAN 40 LEADING INSTITUTIONAL INVESTORS TO INFORM A PUBLIC FIELD-BUILDING REPORT IN 2025. THE INSTITUTE ALSO INITIATED A LANDMARK STUDY CAPTURING INSIGHTS FROM OVER 100 PORTFOLIO COMPANIES ON THE BUSINESS VALUE, METHODS, AND OPPORTUNITIES TO IMPROVE IMPACT MEASUREMENT AND MANAGEMENT. ADDITIONALLY, THE INSTITUTE REPRESENTED ITS PERSPECTIVE ON ADVANCING IMPACT INVESTING IN PRIVATE MARKETS AT EXTERNAL EVENTS AND CONFERENCES TO PROMOTE INTEGRITY, AUTHENTICITY, AND EVIDENCE-BASED PRACTICE ACROSS THE FIELD.Expenses $435,848 · grants $26,183 · revenue $3,000
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
- 83-2945292
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B03)
- Assets (IRS master file)
- $527,876
- Income (IRS master file)
- $322,964
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $322,964 | $617,420 | $527,876 | IRS |
| 990 | December 2023 | $550,900 | $730,100 | $181,731 | XML |
| 990 | December 2022 | $294,831 | $529,579 | $230,546 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Marieke Spence | December 31, 2018 | ≤ $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 83-2945292).
Questions about IMPACT CAPITAL MANAGERS INSTITUTE INC
- What is the EIN of IMPACT CAPITAL MANAGERS INSTITUTE INC?
- The employer identification number (EIN) of IMPACT CAPITAL MANAGERS INSTITUTE INC is 83-2945292.
- Is IMPACT CAPITAL MANAGERS INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to IMPACT CAPITAL MANAGERS INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IMPACT CAPITAL MANAGERS INSTITUTE 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 IMPACT CAPITAL MANAGERS INSTITUTE 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 IMPACT CAPITAL MANAGERS INSTITUTE 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 IMPACT CAPITAL MANAGERS INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names HOPE MAGO.
- Who are the officers and directors of IMPACT CAPITAL MANAGERS INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 3 received compensation from the organization, the highest $79,814 (MARIEKE SPENCE, EXECUTIVE DIRECTOR).
- How much revenue does IMPACT CAPITAL MANAGERS INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $322,964, expenses of $617,420 and total assets of $527,876 at year end.
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