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Charity Math
The 990 read · EIN 26-2048480 · MD · Fiscal year 2024

ImpactAssets

Impactassetsinc: CEO salary, finances and where donations go

In its own words

“The mission of this corporation is to be the preeminent partner for impact investing and charitable giving, helping US all achieve our greatest impact.”

Data only Figures straight from the filing, screened by our rules. Not yet reviewed in depth by a CPA.

Methodology by Amir Arani, CPA, CA · Updated

Top pay
$439K Margret Trilli, 0.1% of spending
Revenue
$680.3M 88.1% from donations and grants
Spent
$627.3M 96.6% on programs, as reported
Net assets
$2.96B end of 2024
Savings
56.6 months of spending, net assets ÷ spending
People
54 employees, 1 volunteers
Form 990 (2024), Parts I, VII, IX, X
01 · Red flags

No red flags in its latest filing.

We screen every filing against twelve rules. A flag is a prompt for a closer look, not a finding of wrongdoing.

No reported asset diversions, no insider transactions, no fundraisers keeping most of the money, and the governance policies we check for are in place.

02 · Where $1 goes · 2024

Of each dollar it spent, 96.6¢ went to programs, as reported.

The split the charity filed.
96.6¢
Programs, $606.0M
0.4¢
Fundraising, $2.3M
3.0¢
Admin, $18.9M
Form 990 (2024), Part IX, line 25
Cost to raise $1
0¢
as reported

For each dollar donated, ImpactAssets spent 0¢ on fundraising.

Fundraising ÷ $599.4M contributions · Form 990 Parts VIII, IX
03 · The savings

Net assets: $92.5M to $2.96B in 11 years.

Net assets at each fiscal year end, 2013 to 2024.

Net assets at year end, $ millions
93
176
253
305
408
459
1113
1354
2155
2159
2841
2960
Form 990 history via ProPublicaForm 990 (2024)
04 · Who gets paid

The 8 highest-paid people.

Reportable pay in 2024, from the charity and related organizations.

Margret Trilli
CEO & Cio
$439,008
Alice Lowenstein
Chief Operating Officer
$392,307
Timothy Freundlich
Founder, Ed, Strategic Partner
$370,247
Ivy Duke
General Counsel
$319,949
Dana Cotter
Managing Director, Impact
$304,181
Deborah Parsons
Managing Director, Business Development & Client E
$261,264
Surin Ramkissoon
Treasurer & Managing Director, Finance
$249,970
Daniel Skaff
Chair-Elect
$70,000
Form 990 (2024), Part VII, Section A
Largest outside contractors
ContractorServicePaid
Align Impact LLCPhilanthropic advisory services$301,013
Raise for Good LLCPhilanthropic advisory services$290,000
Faegre Drinker Biddle & Reath LlpLegal services$263,648
Io904 LLCPhilanthropic advisory services$240,100
Stellar Technology Solutions LLCTechnology services$232,315
Form 990 (2024), Part VII, Section B
05 · Questions

The questions people ask about the ImpactAssets.

Short, sourced answers. Each one stands on its own.

How much does the ImpactAssets CEO make?

Margret Trilli, CEO & Cio, received $439,008 in reportable compensation in 2024, 0.1% of ImpactAssets' $627.3M in spending.

Form 990 (2024), Part VII

What percentage of ImpactAssets donations go to programs?

ImpactAssets reported 96.6% of 2024 spending as programs, 0.4% as fundraising and 3% as management.

Form 990 (2024), Part IX

How much money does ImpactAssets have?

Net assets were $2.96B at the end of 2024, about 56.6 months of spending.

Form 990 (2024), Part X

Does ImpactAssets have any red flags in its filing?

Its latest Form 990 triggered none of our twelve screening rules, which cover reported asset diversions, insider transactions, fundraiser costs, governance policies and spending patterns.

Form 990 (2024)
06 · Sources and citing

Every number, traced.

  1. ImpactAssets Form 990, 2024 (IRS e-file)
  2. ImpactAssets Form 990 history (ProPublica Nonprofit Explorer)
Cite this page

Amir Arani, “ImpactAssets: CEO salary, finances and where your dollar goes,” Charity Math, updated 2026-11-07. https://charitymath.com/charities/impactassets/