AUMdb

Iff

EIN 363656836 · 501(c)(3) · Public charity · Chicago, IL · recognized 1990

Assets
$779M
Revenue
$135M
Expenses
$73.0M
Investment income
$2.9M

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
Design Impact Strategic plan consultants - culture $243,490
Baso Ltd Owners rep/project consulting $229,023
Bdo Fma Llc Financial consulting $223,000
Bold Ventures Llc Strategic plan consultants - program man $209,250
Wipfli Llp It/software consulting $202,702

Officers & directors

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

Name Title Compensation Other
Joe Neri Ceo $377,300 $19,660
Kirby Burkholder President, core business solutions $337,234 $28,336
Tara Townsend President, social impact accelerator $260,904 $34,081
Jose Cerda Iii Chief of staff $240,613 $28,969
Dana Lieberman Svp cap. sol., chief lending officer $233,284 $17,510
Victoria Lakes Battle Exec. director - chicago region $220,111 $15,782
Michael Goldberg Svp real estate solutions $205,676 $12,273
Terrence Young Chief credit officer & svp cap. sol. $203,107 $12,072
Rodrigo Vela Cfo & assistant secretary $160,253 $13,552
Lloyd Shields Acting Cfo Assistant secretary (until 9/10/24) $88,025 $0
Suza Leao Reuter Cfo & assistant secy. (until 3/1/24) $50,622 $12,684
Cheryl Wilson Board chair (until 12/31/24) $0 $0
Sakura Takano Board chair $0 $0
Monique Jones Vice chair $0 $0
John Sassaris Treasurer/secretary $0 $0
George Burciaga Board member $0 $0
Hamilton Chang Board member $0 $0
Evelyn Diaz Board member (until 12/31/24) $0 $0
Aaron Seybert Board member $0 $0
Greg Robinson Board member $0 $0
Angela Reyes Board member $0 $0
Emmet Pierson Board member $0 $0
Jason Mercer Board member $0 $0
Rodney Jones Tyson Board member (until 12/31/24) $0 $0
Derrick Johnson Board member $0 $0
James Due Board member $0 $0
Sidney Dillard Board member (until 12/31/24) $0 $0