Nonprofit · EIN 88-2743235
PETERSON SOLUTIONS FUND
Tax-exempt · NEW YORK, NY 10022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,132,155 | $7,586,741 | -$2,454,586 | $429,062,010 | $659,469 | $428,402,541 |
| June 30, 2024 | 990 | $5,566,042 | $4,530,033 | $1,036,009 | $446,073,280 | $3,040,407 | $443,032,873 |
| June 30, 2023 | 990 | $886,415 | $1,816,786 | -$930,371 | $432,171,503 | $424,975 | $431,746,528 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,132,155
- Net gain from sales of assets
- -$76,052
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,627,000
- Compensation of officers, directors and key employees
- $731,459
- Other salaries and wages
- $875,075
- Salaries, compensation and benefits (total)
- $1,869,437
- Professional fundraising fees
- $0
- Legal fees
- $123,655
- Accounting fees
- $107,807
- Travel
- $45,458
- Program services (functional)
- $6,755,028
- Management and general (functional)
- $831,713
Balance sheet and other
- Total assets, start of year
- $446,073,280
- Total assets, end of year
- $429,062,010
- Total liabilities, end of year
- $659,469
- Net assets, end of year
- $428,402,541
- Publicly traded securities
- $68,961,877
- Net assets without donor restrictions
- $428,402,541
- Gross receipts
- $5,874,291
- Employees
- 18
- Volunteers
- 2
- Year formed
- 2022
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRETT LOPER | EXECUTIVE DIRECTOR Officer | 38 | $553,541 | $36,166 | $125,854 |
| LAURA GORDON | SR VP, COMM & PUBLIC AFFAIRS, PGPF Highest-paid employee | 5 | $36,018 | $293,032 | $70,679 |
| LORETTA UCELLI | EVP - STRATEGY & COMM, PGPF Highest-paid employee | 10 | $76,029 | $237,669 | $51,864 |
| MYRA SUNG | VICE PRESIDENT, PROGRAMS, PGPF Highest-paid employee | 5 | $35,177 | $262,354 | $66,911 |
| MAIRIN MANCINO | VICE PRESIDENT, POLICY, PCH Highest-paid employee | 5 | $27,018 | $214,888 | $69,169 |
| JENNIFER HEETTNER | DIRECTOR, MONITORING & EVAL, PGPF Highest-paid employee | 2 | $12,572 | $180,437 | $23,015 |
| MICHAEL A PETERSON | CHAIRMAN & CEO Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MICHAEL SHANKMAN | TREASURER Officer | 5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| BRETT LOPER | EXECUTIVE DIRECTOR (BEG. 11/23) Officer | 30 | $54,650 | $6,429 |
| MICHAEL A PETERSON | DIRECTOR, FOUNDING CHAIRMAN AND CEO Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL SHANKMAN | TREASURER Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL A PETERSON | DIRECTOR, FOUNDING CHAIRMAN AND CEO Trustee or director, Officer | 1 | $0 |
| MICHAEL SHANKMAN | TREASURER Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 399 PARK AVE 14TH FLOOR, NEW YORK, NY 10022-4614
- Principal officer (990 for 2024)
- MICHAEL A PETERSON, 1159 SECOND AVENUE PO BOX 435, NEW YORK, NY 10065
- Signed the 990
- MICHAEL SHANKMAN, TREASURER
- Phone
- (646) 680-9799
- Return prepared by
- KPMG LLP
Mission
SEE SCHEDULE OPETERSON SOLUTIONS FUND IS A NONPARTISAN ORGANIZATION THAT PROMOTES SOCIAL WELFARE AND ADVOCATES FOR FACT-BASED SOLUTIONS TO IMPROVE THE POLICYMAKING PROCESS, STABILIZE AMERICA'S FISCAL OUTLOOK, ACHIEVE BETTER HEALTHCARE OUTCOMES AT LOWER COST, AND STRENGTHEN THE PILLARS OF OUR DEMOCRACY TO SUPPORT A THRIVING ECONOMY FOR THE NEXT GENERATION.
Program accomplishments
- PETERSON SOLUTIONS FUND ENGAGES IN A RANGE OF NONPARTISAN ADVOCACY AND OUTREACH INITIATIVES TO STRENGTHEN THE ECONOMIC AND DEMOCRATIC FOUNDATIONS OF THE UNITED STATES. THE FUND ADVOCATES FOR SUBSTANTIVE, FACT-BASED SOLUTIONS AND ACTIONS AT THE FEDERAL AND STATE LEVEL THAT IMPROVE THE POLICYMAKING PROCESS, ECONOMY AND EVERYDAY LIFE OF AMERICANS. THE FUND'S GRANT-MAKING, PARTNERSHIPS, RESEARCH, AND OTHER PROGRAMMATIC ACTIVITIES AIM TO STABILIZE AMERICA'S FISCAL OUTLOOK, IMPROVE THE PERFORMANCE OF OUR HEALTHCARE SYSTEM AND STRENGTHEN THE PILLARS OF OUR DEMOCRACY, TO SUPPORT A GROWING, THRIVING ECONOMY OVER THE LONG TERM.Expenses $6,755,028 · grants $3,627,000
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 88-2743235
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible
- No
- Exempt since
- 2025
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F02)
- Assets (IRS master file)
- $429,062,010
- Income (IRS master file)
- $5,874,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,132,155 | $7,586,741 | $429,062,010 | IRS |
| 990 | June 2024 | $5,566,042 | $4,530,033 | $446,073,280 | IRS |
| 990 | June 2023 | $886,415 | $1,816,786 | $432,171,503 | XML |
| 990 | June 2022 | – | – | – | 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 88-2743235).
Questions about PETERSON SOLUTIONS FUND
- What is the EIN of PETERSON SOLUTIONS FUND?
- The employer identification number (EIN) of PETERSON SOLUTIONS FUND is 88-2743235.
- Is PETERSON SOLUTIONS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 2025.
- Are donations to PETERSON SOLUTIONS FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PETERSON SOLUTIONS 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 PETERSON SOLUTIONS FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PETERSON SOLUTIONS FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PETERSON SOLUTIONS FUND?
- The 990 for the year ended June 30, 2025 names MICHAEL A PETERSON.
- Who are the officers and directors of PETERSON SOLUTIONS FUND?
- The 990 for the year ended June 30, 2025 lists 8 people; 6 received compensation from the organization, the highest $553,541 (BRETT LOPER, EXECUTIVE DIRECTOR).
- How much revenue does PETERSON SOLUTIONS FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,132,155, expenses of $7,586,741 and total assets of $429,062,010 at year end.
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