#181 of 500 · Foundation / Grantmaker / DAF

Impactassets Inc

EIN 26-2048480 · MD · NTEE T70 · Form 990, fiscal 2023

A nonprofit financial-services firm and donor-advised fund sponsor based in Bethesda, Maryland. Founded in 2010 as a spin-off of Calvert Impact Capital, it manages donor-advised funds oriented toward impact investing, allowing donors to recommend both grants and impact investments in funds and companies that seek positive social and environmental outcomes alongside financial returns.

Financials, fiscal 2023

Revenue

$866.5M

Expenses

$288.8M

Total assets

$2.93B

Net assets

$2.84B

Operating margin

66.7%

1-year growth

126.6%

5-year growth (CAGR)

4.2%

Reserve (years of spending)

118.0

Contributions share

93.7%

Programme spending

0.3%

Fundraising cost

0.0%

Executive pay share

0.23%

Employees

40

Revenue per employee

$21.7M

Grants paid

$257.0M

Years filing

14

NFP Health Score: 75 / 100

Financial 69 · Governance 75 · Operational 90. The score is built from Form 990 line items only. It cannot measure how well an organisation delivers its mission.

Mission

To increase the flow of capital into investments that deliver positive social, environmental and financial returns.

Revenue history