irs program accomplishments · form 990 part iii · fy2023
What they reported doing
- #1 primary $20.16MCHARITABLE FUNDS - RPA SERVES AS A GRANT-MAKING VEHICLE THAT ENABLES A DONOR TO MAKE RECOMMENDATIONS WITH RESPECT TO HIS OR HER PHILANTHROPIC OBJECTIVES. RPA'S CHARITABLE GIVING FUND IS A FLEXIBLE, COST-EFFECTIVE WAY FOR ITS DONORS TO ACHIEVE THEIR CHARITABLE AIMS. IT IS AN OPTIMAL ALTERNATIVE FOR INDIVIDUALS, COUPLES OR FAMILIES SEEKING EXPERT PHILANTHROPIC ADVICE WITHOUT THE EXPENSE AND COMPLEXITY OF FORMING A PRIVATE FOUNDATION.
- #2 $15.04MGENERAL FUND/RPA CONSULTING - TO FACILITATE PHILANTHROPY AND TO SUPPORT THE GROWTH OF A VITAL, CREATIVE, NOT-FOR-PROFIT SECTOR. RPA HAS THE SKILL AND EXPERTISE TO ENGAGE CLIENTS AT ALL STAGES OF THE PHILANTHROPIC LIFE CYCLE, FROM CONCEPT AND START-UP TO ONGOING OPERATIONS AND SUCCESSION PLANNING. AS PART OF OUR MISSION OF THOUGHTFUL AND EFFECTIVE PHILANTHROPY, WE SHARE RESEARCH, BEST PRACTICES AND NEW-THINKING THAT ELEVATE THE FIELD OF PHILANTHROPY AND SUPPORT THE SECTOR.
named programs · 5 · from sources
What they call their work
Europe Advisory Services
Offers advisory, project hosting, and research services for European donors, trusts, and foundations
Global Africa Practice
Advises donors and foundations on advancing equitable economic development in Africa through philanthropy and impact investing
Inquiry & Insights
Produces research, publications, and thought leadership on philanthropic trends, foresight, and foundation strategy
Shifting Systems
Encourages systems approaches in philanthropic funding to address root causes of social issues
Sponsored Projects & Funds
Provides governance, management, and operational infrastructure for over 100 charitable projects and funds globally
activities · 5 groups
What they do
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Community Foundation & United Way Support 1 activity
- Fiscal Sponsorship and Operational SupportProvides comprehensive fiscal sponsorship and operational infrastructure to over 100 charitable projects globally, including governance, financial management, HR, compliance, and due diligence. Supports early-stage and innovative initiatives in building institutional capacity and scaling impact.
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Endowment and Gift Fund Management 1 activity
- Global Philanthropy Advisory and Grant ManagementAdvises and manages philanthropic giving for individuals, families, foundations, and corporations, including end-to-end management of grantmaking initiatives and impact investing portfolios. Manages over $500 million in annual giving and has facilitated more than $4 billion in grants across 70+ countries since 2002.
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Impact Investing Knowledge & Technology Platforms 1 activity
- Research and Thought Leadership in PhilanthropyConducts original research on global philanthropy, including strategic time horizons, impact investing, foundation strategy, and systems change. Produces publications such as the Philanthropy Roadmap series, white papers, sector scans, and case studies to inform and advance philanthropic practice.
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Nonprofit Capacity Building Services 1 activity
- Strategic Philanthropy Consulting and PlanningOffers strategic planning, sector analysis, RFP development, and evaluation support to help philanthropists and foundations translate intentions into actionable, high-impact programs. Develops customized processes aligned with clients’ values, goals, and theories of change.
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Professional Development for Fundraising and Philanthropy Practitioners 1 activity
- Training and Capacity Development for Philanthropic LeadersProvides training and educational resources for trustees, philanthropic teams, and individuals on impact investing, DEI, systems thinking, and strategic philanthropy. Offers practitioner handbooks, webinars, and guidance frameworks to strengthen philanthropic effectiveness.
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financials · form 990 · fy2023
revenue
Total revenue$644.90M
Contributions & grants$610.43M95%
Program service revenue$11.35M2%
Investment income$21.03M3%
Other revenue$2.09M
expenses
Total expenses$684.54M
Program expenses97%
Admin / overhead3%
Fundraising0%
Salaries & benefits$118.80M
Grants paid out$410.54M
Largest expense lineCompensation
balance sheet
Total assets$911.78M
Cash$374.81M
Investments$193.96M
Liabilities$191.42M
Net assets$720.36M
Liquid reserves10.0 mo
4 years on record · 2020–2023 · YoY revenue -5.4%
leadership · form 990 part vii · fy2023
Who runs it
paid leadership · 13
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| MELISSA A BERMAN | PRESIDENT AND CEO | 35 | $1.01M |
| YOGITA RAM NAIK THRU 1023 | CHRO & SVP, PEOPLE & CULTURE | 35 | $719K |
| FRANCE CORDOVA | EXE. DIRECTOR, SPONS. PROJECT | 35 | $598K |
| NICHOLAS HODGES | SENIOR VICE PRESIDENT/COO | 35 | $564K |
| WALTER SWEET | SENIOR VICE PRESIDENT | 35 | $557K |
| GREGORY RATLIFF | SENIOR VICE PRESIDENT | 35 | $515K |
| MARGARET HEMPEL | EXEC. DIRECTOR, SPONS. PROJECT | 35 | $430K |
| PASCALE DE LA FREGONNIERE POITTEVIN | VP OF SPONSORED PROJECT | 35 | $425K |
| RENEE KARIBI-WHYTE | SVP & CORPORATE SECRETARY | 35 | $423K |
| MARK CHAMBERS THRU 1123 | EXEC. DIRECTOR, SPONSORED PROJECT | 35 | $395K |
| JENNIFER KITT THRU 0623 | PRESIDENT, SPONSORED PROJECT | 35 | $358K |
| INGRID CRISTINA RASMUSSEN | SVP, CFO (AS OF 01/23) | 35 | $333K |
| ELIZABETH ALICE ROTH - CHRO | SVP, PEOPLE & CUTLURE (AS OF 10/23) | 35 | $214K |
board members · 12
- ALTA BUDEN — BOARD MEMBER
- ANA MARIE ARGILAGOS — TREASURER
- CATHY HALSTEAD — BOARD MEMBER
- CRYSTAL HAYLING — BOARD MEMBER
- KYUNGSUN CHUNG — BOARD MEMBER
- LUTHER M RAGIN JR — BOARD MEMBER
- MAC BRODERICK — BOARD MEMBER
- MELVIN J GALLOWAY — BOARD MEMBER
- MICHAEL QUATTRONE — BOARD MEMBER
- MOSUN LAYODE — BOARD MEMBER
- PETER GILL CASE — BOARD MEMBER
- RIEN VAN GENDT — BOARD MEMBER
relationships · 15
Who they work with
- 12 private foundations Partner — Receives comprehensive management services from Rockefeller Philanthropy Advisors
- African Venture Philanthropy Alliance Partner — RPA’s Vice President for Europe supported this alliance, indicating a collaborative relationship in advancing venture philanthropy in Africa.
- Asian Venture Philanthropy Network Partner — RPA’s Vice President for Europe supported this network, reflecting a partnership in promoting venture philanthropy across Asia.
- Campden Wealth Partner — Collaborated on a report about strategic time horizons in family philanthropy based on survey and interview data.
- Domini Impact Equity Funds Network — Greg Ratliff, Senior Vice President at RPA, serves on the board of this impact investment fund, indicating a formal governance relationship.
- Inter-American Development Bank Government — Alejandro Alvarez von Gustedt previously served as Director for this institution in Europe, indicating a professional and institutional linkage.
- International Venture Philanthropy Center Partner — Alejandro Alvarez von Gustedt, RPA’s Vice President for Europe, is a partner of this organization, supporting pan-continental social investment networks.
- Latimpacto Partner — Co-founded by Alejandro Alvarez von Gustedt, who leads RPA’s Europe practice, to build a network of philanthropists and social investors in Latin America.
- Rockefeller family Partner — Continues the philanthropic legacy of the Rockefeller family through strategic and effective grantmaking.
- Rockefeller family Partner — Continuing long-term advisory relationship with the fifth and sixth generations of the Rockefeller family.
- The Atlantic Philanthropies Funder — Provided support for research on strategic time horizons in philanthropy.
- donor collaboratives Partner — Incubates and supports donor collaboratives through fiscal sponsorship and strategic guidance.
- foundations Partner — Provides advisory, fiscal sponsorship, and implementation services to foundations.
- government agencies Partner — Provides fiscal sponsorship and advisory services to government agencies.
- major corporations Partner — Provides philanthropic advisory and fiscal sponsorship services to major corporations.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Client-Centered, Values-Driven Strategy Developmentmethodology: values-based_philanthropyBy tailoring philanthropic planning to individual donor values, goals, and lived experiences, we produce more meaningful and effective giving, because strategies grounded in personal intention and stakeholder consensus lead to sustained engagement and impact.
- Fiscal and Operational Enablement for Philanthropic Accelerationmethodology: fiscal_sponsorship_modelBy providing fiscal sponsorship, outsourced program management, and full-service grantmaking, we enable donors to achieve greater impact faster, because removing operational barriers allows philanthropists to focus on vision and strategy while leveraging professional infrastructure for efficient execution.
- Systems Change Through Funder Collaboration and Strategic Alignmentmethodology: systems_change_philanthropyBy supporting funder collaboratives, integrating theory of change models, and applying systems thinking, we produce transformational social impact, because aligning multiple actors and resources around root causes amplifies leverage and addresses interdependencies in complex problems.