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PETERSON SOLUTIONS FUND

NEW YORK, NY · EIN 882743235 · Form 990 · FY2024 · NTEE F02 · Mental Health & Crisis Intervention · Medium ($1M-$10M) · petersonsolutionsfund.org
revenue
$5.1M
expenses
$7.6M
net assets
$428.4M
employees
18
volunteers
2
program ratio
89%
mission · from form 990

PROMOTION OF SOCIAL WELFARE

profile · synthesized from sources

Peterson Solutions Fund is a nonpartisan 501(c)4 organization focused on advancing policy solutions to strengthen America’s fiscal outlook, healthcare system, and democracy. It supports advocacy, research, and public education initiatives aimed at promoting long-term economic sustainability and effective governance. The organization operates nationally and is part of the Peterson Philanthropies network.

named programs · 2 · from sources

What they call their work

Advancing Processes for Fiscal Sustainability
Collaboration with the Committee for a Responsible Federal Budget on the Fix the Debt Coalition to promote a bipartisan fiscal commission and statutory reforms for long-term sustainability
Supporting Fiscal Solutions
Partnership with BPC Action to advocate for bipartisan fiscal policy changes, deficit reduction, and federal budget reform in the 118th Congress
activities · 3 groups

What they do

  • Policy Advocacy & Research 2 activities
    • Advocacy for fact-based policymaking and economic well-being
      Advocates for fact-based solutions to enhance the policymaking process, economic performance, and the everyday lives of Americans through nonpartisan initiatives.
    • Advocacy for fiscal, healthcare, and democratic policy improvements
      Leads nonpartisan policy and advocacy efforts to stabilize America's fiscal outlook, improve healthcare system performance, and strengthen democratic institutions through direct initiatives and engagement with policymakers.
  • Climate Change Research and Advocacy Funding 1 activity
    • Funding advocacy for fiscal policy reform through partnerships
      Provides funding for advocacy activities aimed at addressing fiscal challenges, including support for a bipartisan fiscal commission through partnerships with BPC Action and the Committee for a Responsible Federal Budget's Fix the Debt Coalition.
  • Human Rights Advocacy Funding 1 activity
    • Grantmaking to support election administration and fact-based policymaking
      Awards grants and supports projects that promote secure, accurate, and transparent election administration, improved access to unbiased, fact-based information, and more constructive and productive policymaking processes.
financials · form 990 · fy2024
revenue
Total revenue$5.13M
Contributions & grants$00%
Program service revenue$00%
Investment income$5.13M100%
Other revenue$0
expenses
Total expenses$7.59M
Program expenses89%
Admin / overhead11%
Fundraising0%
Salaries & benefits$1.87M
Grants paid out$3.63M
Largest expense lineCompensation
balance sheet
Total assets$429.06M
Cash$54.78M
Investments$373.84M
Liabilities$659K
Net assets$428.40M
Liquid reserves678.0 mo
3 years on record · 2022–2024 · YoY revenue -7.8%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 6
NameTitleHours/wkCompensation
BRETT LOPER EXECUTIVE DIRECTOR 38 $716K
LAURA GORDON SR VP, COMM & PUBLIC AFFAIRS, PGPF 5 $400K
LORETTA UCELLI EVP - STRATEGY & COMM, PGPF 10 $366K
MYRA SUNG VICE PRESIDENT, PROGRAMS, PGPF 5 $364K
MAIRIN MANCINO VICE PRESIDENT, POLICY, PCH 5 $311K
JENNIFER HEETTNER DIRECTOR, MONITORING & EVAL, PGPF 2 $216K
board members · 1
  • MICHAEL A PETERSON — CHAIRMAN & CEO
relationships · 10

Who they work with

  • BPC Action Partner — Partner organization supporting advocacy activities on fiscal policy
  • Committee for a Responsible Federal Budget Partner — Partner organization collaborating on the Fix the Debt Coalition for fiscal sustainability advocacy
  • Peter G. Peterson Foundation Network — Member of the Peterson Philanthropies network alongside the Peter G. Peterson Foundation.
  • Peter G. Peterson Foundation Network — Member of the Peterson Philanthropies network, focused on fiscal sustainability.
  • Peter G. Peterson Foundation Network — PSF works in conjunction with the Peter G. Peterson Foundation; Loper serves as Senior Advisor to the Foundation.
  • Peterson Center on Healthcare Network — Member of the Peterson Philanthropies network alongside the Peterson Center on Healthcare.
  • Peterson Center on Healthcare Network — Member of the Peterson Philanthropies network, focused on improving healthcare affordability and outcomes.
  • Peterson Healthcare Partner — Partner organization focused on healthcare reform, linked from the Peterson Solutions Fund website.
  • Peterson Philanthropies Network — Member organization within the Peterson Philanthropies network.
  • Peterson Philanthropies Network — Peterson Solutions Fund is part of Peterson Philanthropies, a network of nonprofit, nonpartisan organizations.
strategies · 2

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.

  • Fact-Based Advocacy to Improve Policymaking
    methodology: fact-based_policy_advocacy
    By grounding policy recommendations in data and evidence, the organization improves economic and governance outcomes because factual rigor increases the credibility, effectiveness, and sustainability of policy reforms.
  • Nonpartisan Consensus-Building for Systemic Reform
    methodology: pragmatic-consensus-building
    By convening cross-partisan stakeholders and advancing fact-based policy solutions, the organization drives pragmatic reforms in fiscal policy, healthcare, and democratic institutions because shared understanding across political lines enables durable, systemic change.