EFFECTIVE VENTURES FOUNDATION USA INC

EIN: 471988398 501(c)(3) Education

SAN FRANCISCO, CA

Total Revenue
$23,675,475
Total Expenses
$32,404,027
Total Assets
$23,194,275
Net Assets
$21,576,717
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
NJ
Principal Officer
ZACHARY ROBINSON
Phone
4159076452
Tax Period
2024-07-01 to 2025-06-30

EFFECTIVE VENTURES FOUNDATION USA INC, founded in 2013, is a mid-sized nonprofit in the Education sector that reported $23.7M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $32.4M exceeded revenue, resulting in a 37% operating deficit.

Mission

EFFECTIVE ALTRUISM IS A GROWING SOCIAL MOVEMENT FOUNDED IN THE DESIRE TO MAKE THE WORLD AS GOOD A PLACE AS IT CAN BE, THE USE OF EVIDENCE AND REASON TO FIND OUT HOW TO DO SO, AND THE AUDACITY TO ACTUALLY TRY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $21,355,995
Program Service Revenue $427,870
Investment Income $1,887,009
Other Revenue $4,601
TOTAL REVENUE $23,675,475

Expense Breakdown

Grants Paid $17,307,788
Salaries & Benefits $5,788,592
Fundraising Expenses $31,996
Program Expenses $30,024,011
Other Expenses $9,307,647
TOTAL EXPENSES $32,404,027

Year-over-Year Comparison

2024 2023 Change
Revenue $23,675,475 $42,384,700 -0.4%
Expenses $32,404,027 $42,593,904 -0.2%
Net Income $-8,728,552 $-209,204 +40.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
2
Employees
54
Volunteers
270

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$1,122,402
Total Directors
5
$619,672
Key Employees
1
$184,964
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ZACHARY ROBINSON PRESIDENT & CEO 40.00
Officer Director
$339,903 $43,219 $383,122
KATHLEEN PERELL SECRETARY UNTIL DEC 2024, GENERAL COUNSEL 40.00
Officer
$226,525 $22,261 $248,786
MIRIAM RODGERS SECRETARY, ASSISTANT GENERAL COUNSEL 40.00
Officer
$190,490 $39,357 $229,847
OWAIN EVANS RESEARCHER, TRUTHFUL AI 40.00
Highest
$185,098 $27,606 $212,704
NICOLE ROSS TRUSTEE UNTIL JUL 2024, HEAD OF COMMUNITY HEALTH, CEA 40.00
Director
$178,155 $17,563 $195,718
OLIVIA BOEREE CHIEF COMMUNICATIONS OFFICER, LONGVIEW 40.00
Highest
$173,782 $18,486 $192,268
COLE VARVEL TREASURER & HEAD OF FINANCE 40.00
Officer
$171,731 $48,084 $219,815
JOHN ADDISON INTERIM EXECUTIVE PROGRAM MANAGER, CEA 40.00
Highest
$168,586 $23,421 $192,007
KEIRAN HARRIS PRODUCER 40.00
Highest
$163,492 $34,737 $198,229
AMY LABENZ HEAD OF EVENTS, CEA 40.00
Key Emp
$158,834 $26,130 $184,964
SARAH CHENG SENIOR SOFTWARE ENGINEER, CEA 40.00
Highest
$158,559 $25,507 $184,066
ANNA WELDON TRUSTEE CHAIR UNTIL SEP 2024, COO OF CEA 1.00
Officer Director
$40,832 $0 $40,832
JONSTUART WINCHELL TRUSTEE 1.00
Director
$0 $0 $0
LINCOLN QUIRCK TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $23,675,475 $32,404,027 $23,194,275 $-8,728,552
2024 No data No data No data No data
2023 $74,969,377 $65,830,720 $79,436,551 $9,138,657
2022 $75,847,179 $48,499,642 $57,355,191 $27,347,537
2021 $17,476,222 $7,531,058 $38,716,189 $9,945,164
2020 $21,711,453 $10,952,005 $26,219,647 $10,759,448
2019 $8,437,210 $9,783,547 $12,598,407 $-1,346,337
2018 $10,524,715 $6,779,438 $13,805,182 $3,745,277
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