Us Sif The Forum For Sustainable And Responsible Investment Inc
US SIF: A Leader in Sustainable Investment Advocacy with Strong Financial Health
EIN: 222701978 · Washington, DC · Updated: 2026-04-04
| Metric | Value |
|---|---|
| Total Revenue | $1.2M |
| Total Expenses | $1.2M |
| Program Spending | 75% |
| CEO/Top Officer Pay | $876,158, |
| Net Assets | $864K |
| Transparency Score | 85/100 |
Is Us Sif The Forum For Sustainable And Responsible Investment Inc Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Us Sif The Forum For Sustainable And Responsible Investment Inc directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Us Sif The Forum For Sustainable And Responsible Investment Inc
Us Sif The Forum For Sustainable And Responsible Investment Inc (EIN: 222701978) is a nonprofit organization based in Washington, DC. The organization reported total revenue of $1.2M and total assets of $1.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Us Sif The Forum For Sustainable And Responsible Investment Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Us Sif The Forum For Sustainable And Responsible Investment Inc is a mid-size nonprofit that has been operating for 39 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.8%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $876K |
| Total Expenses | $1.2M |
| Surplus / Deficit | $-295,039 |
| Total Assets | $2.1M |
| Total Liabilities | $1.2M |
| Net Assets | $864K |
| Operating Margin | -33.7% |
| Debt-to-Asset Ratio | 58.9% |
| Months of Reserves | 21.5 months |
Financial Health Grade: C
In 2023, Us Sif The Forum For Sustainable And Responsible Investment Inc reported a deficit of $295K with expenses exceeding revenue, holds 21.5 months of operating reserves (strong position), has a debt-to-asset ratio of 58.9% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), Us Sif The Forum For Sustainable And Responsible Investment Inc's revenue has declined at a compound annual growth rate (CAGR) of -0.8%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -31.6% | -14.1% | -11.2% |
| 2022 | +25.6% | +44.6% | +31.7% |
| 2021 | +13.6% | +15.8% | +4.9% |
| 2020 | -33.5% | -29.4% | +14.7% |
| 2019 | +2.0% | -10.1% | +12.6% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1987 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Us Sif The Forum For Sustainable And Responsible Investment Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 75%
- fundraising: 10%
According to IRS 990 filings, Us Sif The Forum For Sustainable And Responsible Investment Inc allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $295K, with expenses exceeding revenue.
- Debt-to-asset ratio: 58.9%.
Executive Compensation Analysis
Executive compensation appears reasonable given the organization's size and mission. For example, in 2023, key employee compensation was reported as $876,158, which is appropriate for an organization with over $1.1 million in revenue.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Us Sif The Forum For Sustainable And Responsible Investment Inc:
- Consistent revenue generation, with revenues around $1.2 million in 2022 and $1.1 million in 2023.
- Strong asset base, consistently over $1.1 million, indicating financial stability.
- Clear mission focused on sustainable and responsible investment, aligning with current market trends.
- Low liability-to-asset ratio, demonstrating good financial health and minimal debt.
- Consistent filing of financial documents, indicating good governance and transparency.
Frequently Asked Questions about Us Sif The Forum For Sustainable And Responsible Investment Inc
Is Us Sif The Forum For Sustainable And Responsible Investment Inc a legitimate charity?
Us Sif The Forum For Sustainable And Responsible Investment Inc (EIN: 222701978) is a registered tax-exempt nonprofit based in Washington DC. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.2M. No red flags identified. 5 strengths noted. Financial health grade: C.
How does Us Sif The Forum For Sustainable And Responsible Investment Inc spend its money?
Us Sif The Forum For Sustainable And Responsible Investment Inc directs 75% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.
Are donations to Us Sif The Forum For Sustainable And Responsible Investment Inc tax-deductible?
Us Sif The Forum For Sustainable And Responsible Investment Inc is registered as a tax-exempt nonprofit (EIN: 222701978). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Us Sif The Forum For Sustainable And Responsible Investment Inc CEO make?
Us Sif The Forum For Sustainable And Responsible Investment Inc's highest-compensated officer earns $876,158, annually. The organization reported $1.2M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Us Sif The Forum For Sustainable And Responsible Investment Inc's spending goes to programs?
Us Sif The Forum For Sustainable And Responsible Investment Inc directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
Where is Us Sif The Forum For Sustainable And Responsible Investment Inc located?
Us Sif The Forum For Sustainable And Responsible Investment Inc is headquartered in Washington, Washington DC and files with the IRS under EIN 222701978.
How many years of IRS 990 filings does Us Sif The Forum For Sustainable And Responsible Investment Inc have?
Us Sif The Forum For Sustainable And Responsible Investment Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.2M in total revenue.
What does Us Sif The Forum For Sustainable And Responsible Investment Inc do?
Us Sif The Forum For Sustainable And Responsible Investment Inc is a nonprofit organization in the Unknown sector, located in Washington, District of Columbia. It is classified under NTEE code Unknown.
How much revenue does Us Sif The Forum For Sustainable And Responsible Investment Inc have?
Us Sif The Forum For Sustainable And Responsible Investment Inc reported total revenue of $1,198,111. Based on 13 IRS 990 filings on record.
What are Us Sif The Forum For Sustainable And Responsible Investment Inc's total assets?
Us Sif The Forum For Sustainable And Responsible Investment Inc holds total assets of $1,119,168 as reported in IRS 990 filings.
Where is Us Sif The Forum For Sustainable And Responsible Investment Inc located?
Us Sif The Forum For Sustainable And Responsible Investment Inc is based in Washington, District of Columbia.
What is Us Sif The Forum For Sustainable And Responsible Investment Inc's EIN?
Us Sif The Forum For Sustainable And Responsible Investment Inc's Employer Identification Number (EIN) is 222701978. This is the unique tax ID assigned by the IRS for tax-exempt organizations.
What type of nonprofit is Us Sif The Forum For Sustainable And Responsible Investment Inc?
Us Sif The Forum For Sustainable And Responsible Investment Inc is classified under NTEE code Unknown (Unknown).
Is Us Sif The Forum For Sustainable And Responsible Investment Inc a registered 501(c)(3)?
Us Sif The Forum For Sustainable And Responsible Investment Inc appears in IRS records (EIN: 222701978). Check the IRS Tax Exempt Organization Search for the most current determination letter status.
Does Us Sif The Forum For Sustainable And Responsible Investment Inc file IRS Form 990?
Yes, Us Sif The Forum For Sustainable And Responsible Investment Inc has 13 IRS Form 990 filings on record. The most recent covers tax period 202312.
What was Us Sif The Forum For Sustainable And Responsible Investment Inc's revenue in 2023?
In the 202312 filing period, Us Sif The Forum For Sustainable And Responsible Investment Inc reported total revenue of $876,158, total expenses of $1,171,197, and net assets of $2,100,437.
Is Us Sif The Forum For Sustainable And Responsible Investment Inc's revenue growing or declining?
Us Sif The Forum For Sustainable And Responsible Investment Inc's revenue is declining. Revenue went from $1,281,354 (202212) to $876,158 (202312), a -31.6% change. Based on 13 filings on record.
What is Us Sif The Forum For Sustainable And Responsible Investment Inc's most recent 990 filing?
The most recent IRS Form 990 filing for Us Sif The Forum For Sustainable And Responsible Investment Inc covers tax period 202312. It shows revenue of $876,158, expenses of $1,171,197, total assets of $2,100,437, and liabilities of $1,236,202.
How much does Us Sif The Forum For Sustainable And Responsible Investment Inc spend on programs vs administration?
Based on IRS 990 analysis, Us Sif The Forum For Sustainable And Responsible Investment Inc allocates approximately 75% of expenses to program services, 15% to administrative costs, and 10% to fundraising. This indicates strong program focus.
Is Us Sif The Forum For Sustainable And Responsible Investment Inc a trustworthy charity?
Based on AI analysis of IRS 990 data, Us Sif The Forum For Sustainable And Responsible Investment Inc appears trustworthy. Mission Score: 85/100 (Excellent). No red flags identified. 5 strengths noted.
What are Us Sif The Forum For Sustainable And Responsible Investment Inc's strengths?
Positive indicators for Us Sif The Forum For Sustainable And Responsible Investment Inc include: Consistent revenue generation, with revenues around $1.2 million in 2022 and $1.1 million in 2023.. Strong asset base, consistently over $1.1 million, indicating financial stability.. Clear mission focused on sustainable and responsible investment, aligning with current market trends.. Low liability-to-asset ratio, demonstrating good financial health and minimal debt.. Consistent filing of financial documents, indicating good governance and transparency.. These findings are derived from AI analysis of the organization's financial filings.
How does Us Sif The Forum For Sustainable And Responsible Investment Inc compensate executives?
Executive compensation appears reasonable given the organization's size and mission. For example, in 2023, key employee compensation was reported as $876,158, which is appropriate for an organization with over $1.1 million in revenue. Executive compensation data is sourced from IRS 990 filings, which require disclosure of officer, director, and key employee pay.
How transparent is Us Sif The Forum For Sustainable And Responsible Investment Inc?
• US SIF consistently files its Form 990, providing regular financial updates. • The organization's financial statements show a healthy asset base and consistent revenue streams over several years. • Detailed breakdowns of program service accomplishments and expenses are available in their public filings. Transparency assessment is based on the availability and consistency of IRS 990 filing data, spending disclosure, and governance indicators.
How has US SIF's advocacy for sustainable investment translated into tangible policy or market changes, beyond its financial health?
While the provided data highlights US SIF's financial stability and operational consistency, a deeper analysis of their advocacy impact would require examining their annual reports, policy briefs, and legislative engagement records to identify specific policy wins or market shifts influenced by their work in sustainable and responsible investment.
Given the fluctuating revenue, what strategies does US SIF employ to ensure long-term financial sustainability and growth?
US SIF's revenue has shown some fluctuation, from a high of $1,349,630 in 2019 to $897,823 in 2020, and $1,198,111 in 2023. To understand their long-term sustainability strategies, one would need to review their fundraising initiatives, membership growth strategies, and diversification of funding sources beyond what is immediately apparent in the provided financial summaries.
Filing History
IRS 990 filing history for Us Sif The Forum For Sustainable And Responsible Investment Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Us Sif The Forum For Sustainable And Responsible Investment Inc's revenue has declined by 8.7%, moving from $960K to $876K. Total assets increased by 903.2% over the same period, from $209K to $2.1M. Total functional expenses rose by 26.8%, from $924K to $1.2M. In its most recent filing year (2023), Us Sif The Forum For Sustainable And Responsible Investment Inc reported a deficit of $295K, with expenses exceeding revenue. The organization holds $1.2M in liabilities against $2.1M in assets (debt-to-asset ratio: 58.9%), resulting in net assets of $864K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $876K | $1.2M | $2.1M | $1.2M | — | — |
| 2022 | $1.3M | $1.4M | $2.4M | $1.2M | — | View 990 |
| 2021 | $1.0M | $943K | $1.8M | $554K | — | View 990 |
| 2020 | $898K | $814K | $1.7M | $547K | — | View 990 |
| 2019 | $1.3M | $1.2M | $1.5M | $223K | — | — |
| 2018 | $1.3M | $1.3M | $1.3M | $252K | — | View 990 |
| 2017 | $1.2M | $998K | $1.3M | $289K | — | — |
| 2016 | $1.3M | $961K | $1.2M | $366K | — | View 990 |
| 2015 | $1.1M | $1.0M | $894K | $403K | — | View 990 |
| 2014 | $989K | $963K | $664K | $276K | — | View 990 |
| 2013 | $949K | $878K | $498K | $136K | — | View 990 |
| 2012 | $984K | $843K | $515K | $224K | — | View 990 |
| 2011 | $960K | $924K | $209K | $61K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $876K, expenses of $1.2M, and assets of $2.1M (revenue -31.6% year-over-year).
- 2022: Revenue of $1.3M, expenses of $1.4M, and assets of $2.4M (revenue +25.6% year-over-year).
- 2021: Revenue of $1.0M, expenses of $943K, and assets of $1.8M (revenue +13.6% year-over-year).
- 2020: Revenue of $898K, expenses of $814K, and assets of $1.7M (revenue -33.5% year-over-year).
- 2019: Revenue of $1.3M, expenses of $1.2M, and assets of $1.5M (revenue +2.0% year-over-year).
- 2018: Revenue of $1.3M, expenses of $1.3M, and assets of $1.3M (revenue +6.5% year-over-year).
- 2017: Revenue of $1.2M, expenses of $998K, and assets of $1.3M (revenue -1.2% year-over-year).
- 2016: Revenue of $1.3M, expenses of $961K, and assets of $1.2M (revenue +11.5% year-over-year).
- 2015: Revenue of $1.1M, expenses of $1.0M, and assets of $894K (revenue +14.1% year-over-year).
- 2014: Revenue of $989K, expenses of $963K, and assets of $664K (revenue +4.2% year-over-year).
- 2013: Revenue of $949K, expenses of $878K, and assets of $498K (revenue -3.6% year-over-year).
- 2012: Revenue of $984K, expenses of $843K, and assets of $515K (revenue +2.6% year-over-year).
- 2011: Revenue of $960K, expenses of $924K, and assets of $209K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Us Sif The Forum For Sustainable And Responsible Investment Inc:
Data Sources and Methodology
This transparency report for Us Sif The Forum For Sustainable And Responsible Investment Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.