Nonprofit · EIN 84-3862754
EXPENSIFY ORG
Tax-exempt · SAN FRANCISCO, CA 94108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $368,512 | $150,553 | $217,959 | $6,198,670 | $0 | $6,198,670 |
| December 31, 2024 | 990 | $223,685 | $136,066 | $87,619 | $5,980,711 | $0 | $5,980,711 |
| December 31, 2023 | 990 | $522,096 | $190,494 | $331,602 | $5,893,092 | $0 | $5,893,092 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $236,290
- Program service revenue
- $0
- Investment income
- $132,222
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,417
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $18,165
- Accounting fees
- $106,052
- Program services (functional)
- $8,099
- Management and general (functional)
- $142,454
Balance sheet and other
- Total assets, start of year
- $5,980,711
- Total assets, end of year
- $6,198,670
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,198,670
- Net assets without donor restrictions
- $6,198,670
- Gross receipts
- $368,512
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2019
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BARRETT | PRESIDENT & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| RYAN SCHAFFER | CHAIR OF THE BOARD & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| MICHAEL WARD | TREASURER & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| COLE EASON | SECRETARY Trustee or director, Officer | 0.1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RYAN SCHAFFER | PRESIDENT & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| COLE EASON | SECRETARY & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| MICHAEL WARD | TREASURER (BEG. MARCH 2024) Trustee or director, Officer | 0.1 | $0 |
| DAVID BARRETT | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BARRETT | PRESIDENT & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| RYAN SCHAFFER | CHAIRMAN & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| COLE EASON | SECRETARY & DIRECTOR Trustee or director, Officer | 0.1 | $0 |
| STEFANIE STAVRI | TREASURER Officer | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 88 KEARNY ST STE 1600, SAN FRANCISCO, CA 94108-5543
- Mailing address (990-N for 2019)
- 88 KEARNY STREET NO 1600, SAN FRANCISCO CA 94104
- Principal officer (990 for 2025)
- RYAN SCHAFFER, 88 KEARNY STREET 1600, SAN FRANCISCO, CA 94104
- Principal officer (990-N for 2019)
- Ryan Schaffer, 88 KEARNY STREET NO 1600, San Francisco CA 94104
- Signed the 990
- RYAN SCHAFFER, SECRETARY
- Phone
- (628) 224-1966
- Website
- Expensify.org
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 84-3862754 or by the name EXPENSIFY ORG.
- 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
TO EMPOWER INDIVIDUALS AND COMMUNITIES TO MAXIMIZE GENEROSITY AROUND THE WORLD BY CONNECTING DONORS AND VOLUNTEERS WITH THE REAL-WORLD EFFECTS OF THEIR DONATIONS AND VOLUNTEER EFFORTS TO INCREASE TRUST, EMOTIONAL CONNECTION, AND CONVENIENCE IN ALL CHARITABLE ACTIVITIES.
Program accomplishments
- THE TEACHERS UNITE PROGRAM ASSISTS EDUCATORS WITH OUT-OF-POCKET COSTS FOR ESSENTIAL CLASSROOM SUPPLIES THAT BENEFIT STUDENTS AND SUPPORT A POSITIVE LEARNING ENVIRONMENT. WE PROVIDED APPROXIMATELY $1,417 IN GRANTS, BENEFITING ABOUT 10 INDIVIDUALS AND COVERING OVER 40 SPECIFIC CLASSROOM-RELATED EXPENSES. FUNDING HELPED OFFSET THE COST OF NECESSARY MATERIALS SUCH AS EDUCATIONAL SUPPLIES, FOOD, AND OTHER CLASSROOM RESOURCES, ENABLING TEACHERS TO BETTER SUPPORT STUDENT NEEDS.Expenses $8,099 · grants $1,417
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 | 990 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
- 84-3862754
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T40)
- Assets (IRS master file)
- $6,198,670
- Income (IRS master file)
- $368,512
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $368,512 | $150,553 | $6,198,670 | IRS |
| 990 | December 2024 | $223,685 | $136,066 | $5,980,711 | IRS |
| 990 | December 2023 | $522,096 | $190,494 | $5,893,092 | XML |
| 990 | December 2022 | $2,423,425 | $250,232 | $5,569,990 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Ryan Schaffer | December 31, 2019 | ≤ $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 84-3862754).
Questions about EXPENSIFY ORG
- What is the EIN of EXPENSIFY ORG?
- The employer identification number (EIN) of EXPENSIFY ORG is 84-3862754.
- Is EXPENSIFY ORG tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to EXPENSIFY ORG tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EXPENSIFY ORG 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 EXPENSIFY ORG due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXPENSIFY ORG last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EXPENSIFY ORG?
- The 990 for the year ended December 31, 2025 names RYAN SCHAFFER.
- Who are the officers and directors of EXPENSIFY ORG?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does EXPENSIFY ORG have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $368,512, expenses of $150,553 and total assets of $6,198,670 at year end.
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All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations