AUMdb

Partnership For Southern Equity

EIN 274424115 · 501(c)(3) · Public charity · Atlanta, GA · recognized 2011

Assets
$23.1M
Revenue
$6.8M
Expenses
$11.7M
Investment income
$35.7K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Anese & Associates Llc Project management/technical assistance $546,819
Warner Fuller Consulting Financial consulting $354,182
Environmental Community Action Inc Project managenent/technical assistance $307,790
West Atlanta Watershed Alliance Project management/technical assistance $154,000
Ibis Advisory & Development Llc Operations consultant $149,712

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Nathaniel Smith Chief equity officer/executive director $339,616 $0
Joel Alvarado Strategy & engagment vice president $148,200 $7,290
John B Hammond Impact vice president $147,785 $7,265
Kwaku George Past treasurer/current consultant $143,885 $0
Marquese K Averett Program director $109,435 $5,452
Lavonya L Jones Program director $105,099 $0
Jessica E Daniels Program director $104,940 $4,126
Suzanne Burnes Program director $104,940 $0
Kaziem Woodbury Program director $104,088 $5,114
Christopher Burke Board chair $0 $0
Jami Buck Vance Vice chair $0 $0
Donald Phoenix Treasurer $0 $0
Amy Chen Board member $0 $0
Elizabeth Swann Board member $0 $0
Melanie Winfield Board member $0 $0
Sandra Barnhill Board member $0 $0
Victoria Seals Board member $0 $0
Christopher Marquardt Board member $0 $0
Ryan Gravel Board member $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
12/31/2024 $23.1M $6.8M $11.7M 990 990 · obj 202532529349300923 IRS ↗
12/31/2023 $28.1M $9.9M $11.3M 990 990 · obj 202521149349302202 IRS ↗