Nonprofit · EIN 84-4316553
HEISING-SIMONS ACTION FUND
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $14,731,440 | $17,101,156 | -$2,369,716 | $2,726,336 | $311,864 | $2,414,472 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $14,500,000
- Program service revenue
- $0
- Investment income
- $216,940
- Other revenue
- $14,500
Expenses
- Grants and similar amounts paid
- $16,200,000
- Compensation of officers, directors and key employees
- $91,611
- Other salaries and wages
- $412,288
- Salaries, compensation and benefits (total)
- $503,899
- Professional fundraising fees
- $0
- Legal fees
- $19,458
- Accounting fees
- $40,900
- Occupancy
- $98,224
- Travel
- $63,992
- Program services (functional)
- $16,871,160
- Management and general (functional)
- $229,996
Balance sheet and other
- Total assets, start of year
- $5,939,767
- Total assets, end of year
- $2,726,336
- Total liabilities, end of year
- $311,864
- Net assets, end of year
- $2,414,472
- Net assets without donor restrictions
- $2,414,472
- Gross unrelated business income
- $14,500
- Gross receipts
- $14,731,440
- Employees
- 28
- Volunteers
- 4
- Year formed
- 2020
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JENNIFER SHIPP | SEC (THRU 7/8/24), INTERIM CEO/PRES Officer | 1.2 | $22,330 | $502,909 | $97,980 |
| SUSHMA RAMAN | PRESIDENT & CEO (THRU 7/24/24) Trustee or director, Officer | 1.08 | $22,796 | $495,351 | $104,220 |
| BARBARA CHOW | PROGRAM DIRECTOR Highest-paid employee | 1.72 | $23,195 | $409,992 | $96,140 |
| KEVIN LUU | CHIEF FINANCIAL OFFICER/TREASURER Officer | 1.14 | $12,348 | $392,499 | $99,534 |
| ANGIE JUNCK | PROGRAM DIRECTOR Highest-paid employee | 7.57 | $95,631 | $253,691 | $70,498 |
| JUDY BLUMENSTEIN | TREASURER (THRU 1/7/24), FINANCE DIR Officer | 1.17 | $11,961 | $268,339 | $97,269 |
| BRIAN EULE | COMMUNICATIONS DIRECTOR Highest-paid employee | 1.14 | $8,209 | $260,949 | $65,138 |
| CHELSEY SCAFFIDI | SECRETARY Officer | 1.14 | $7,381 | $234,623 | $84,823 |
| CAMELLIA PHAM | SPECIAL INITIATIVES Highest-paid employee | 1.14 | $7,419 | $235,814 | $75,771 |
| LAURA WISLAND | PROGRAM OFFICER Highest-paid employee | 1.14 | $6,864 | $218,177 | $86,650 |
| ELIZABETH SIMONS | CHAIR Trustee or director, Officer | 0.6 | $0 | $0 | $0 |
| MARK HEISING | VICE CHAIR Trustee or director, Officer | 0.6 | $0 | $0 | $0 |
| CAITLIN HEISING | VICE CHAIR Trustee or director | 0.6 | $0 | $0 | $0 |
| MATTHEW HEISING | VICE CHAIR Trustee or director, Officer | 0.6 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 235 PINE ST STE 1400, SAN FRANCISCO, CA 94104-2749
- Principal officer (990 for 2024)
- ELIZABETH SIMONS, 400 MAIN STREET 160, LOS ALTOS, CA 94022
- Signed the 990
- KEVIN LUU, TREASURER
- Phone
- (650) 887-0277
- Return prepared by
- HOOD & STRONG LLP
Mission
THE ACTION FUND ENGAGES PRIMARILY IN LEGISLATIVE AND OTHER PUBLIC POLICY ACTIVITIES, INCLUDING BUT NOT LIMITED TO MAKING CONTRIBUTIONS TO BALLOT MEASURE CAMPAIGNS AND TO OTHER POLICY AND LEGISLATIVE ADVOCACY EFFORTS, TO PROMOTE THE COMMON GOOD AND GENERAL WELFARE OF THE GENERAL PUBLIC IN CALIFORNIA AND ELSEWHERE. IT IS FOCUSED ON A VARIETY OF ISSUE AREAS, INCLUDING CLIMATE AND CLEAN ENERGY, EDUCATION, HUMAN RIGHTS, BOLSTERING CIVIC ENGAGEMENT AND COMMUNITY ADVOCACY IN THE CITY OF SAN JOSE, CA, AND GRASSROOTS MOBILIZATION AT THE FEDERAL AND STATE LEVEL TO STRENGTHEN DEMOCRACY AND EQUITABLE REPRESENTATION.
Program accomplishments
- THE ACTION FUND PROVIDED GRANTS TO 64 ORGANIZATIONS FOCUSED ON POLICY AND LEGISLATIVE ADVOCACY ON CLIMATE AND CLEAN ENERGY, EDUCATION, AND HUMAN RIGHTS.Expenses $16,871,160 · grants $16,200,000
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
- 84-4316553
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Civil rights, social action and advocacy (R11)
- Assets (IRS master file)
- $2,726,336
- Income (IRS master file)
- $14,731,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $18,250,554 | $16,619,548 | $5,939,767 | IRS |
| 990 | December 2022 | $15,064,004 | $16,759,382 | $3,829,373 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HEISING-SIMONS ACTION FUND
- What is the EIN of HEISING-SIMONS ACTION FUND?
- The employer identification number (EIN) of HEISING-SIMONS ACTION FUND is 84-4316553.
- Is HEISING-SIMONS ACTION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2022.
- Are donations to HEISING-SIMONS ACTION FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEISING-SIMONS ACTION 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 HEISING-SIMONS ACTION 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 HEISING-SIMONS ACTION 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 HEISING-SIMONS ACTION FUND?
- The 990 for the year ended December 31, 2024 names ELIZABETH SIMONS.
- Who are the officers and directors of HEISING-SIMONS ACTION FUND?
- The 990 for the year ended December 31, 2024 lists 14 people; 10 received compensation from the organization, the highest $22,330 (JENNIFER SHIPP, SEC (THRU 7/8/24), INTERIM CEO/PRES).
- How much revenue does HEISING-SIMONS ACTION FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $14,731,440, expenses of $17,101,156 and total assets of $2,726,336 at year end.
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