Locus Impact Investing

501(c)

Other · EIN 26-3114011

To empower place-focused institutions to invest their capital locally to build more prosperous, vibrant communities.

FY ending 2023-09-30

Revenue

Expenses

Assets

Liabilities

$17.2M$8.6M$0

1617181920212223

RevenueExpenses

Latest FY2023: $0 · Peak FY2022: $17.2M · Avg: $4.3M

LOCUS IMPACT INVESTING

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Voting board members12

Independent members12

Conflict-of-interest policyYes

Whistleblower policyYes

Doc-retention policyYes

990 reviewed by boardNo

Severance paymentsNo

Equity-based compNo

Supplemental retirement planNo

Used comp surveyYes

Board approved compYes

Initial contract exceptionNo

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.