NonprofitsBig Shoulders Fund

Education

Big Shoulders Fund

CHICAGO, IL

Total revenue

$84.8M

Total expenses

$75.9M

Net assets

$130.8M

Grants received

$93.4M

666 grants

EIN

363490557

Tax year

2023

Mission

We provide support to high need schools which provide a quality, values-based education for Chicago and Northwest Indiana's children.

Programs

3 programs

School operations: Distributed operating and capital grants to multiple schools to maintain a quality learning environment; also assisted schools in improving marketing/recruiting, building new external funding sources, improving school business operations, etc.

Expenses: $19.8MGrants: $18.2M

Academic Enrichment and Leadership Development: Big Shoulders administers over 25 ongoing programs in 92 schools involving over 600 teachers and administrators to improve instruction and learning through leadership and professional development, professional learning communities and access to high quality curricula with focus on math, science, civics, and literacy. Provide a variety of other needed capital and programmatic support to ensure a safe, effective learning environment for nearly 26,000 students through ongoing enrichment programs including a science and leadership camp, afterschool programs, summer programs, and other opportunities for students.

Expenses: $6.2MGrants: $2.9M

Other program services: General academic enrichment activities for students, such as outdoor education, learning about investments and the stock market. Support for schools holding fund-raising events. Supporting volunteer school cleanup and maintenance activities. Grants to schools as designated by donors - agency (pass-through) transactions. In addition, Big Shoulders Fund provides support to students, teachers, and administrators at Catholic schools primarily serving low-income students in Northwest Indiana through a restricted grant. Southeast Side Experience Incubator (SSEI) provides students at St. Francis de Sales High School with valuable life and work experiences in a professional setting utilizing a work study program. Students' academic schedules are modified so that four students share one full-time entry-level job. Work Study hours provide students with an enriched learning experience and is certified by the US Department of Labor.

Expenses: $3.8MGrants: $1.5M

Financials

FY 2023

Revenue

Contributions & grants$72.8M
Program service revenue$167K
Investment income$11.1M
Other revenue$667K
Total revenue$84.8M

Expenses

Grants paid$63.2M
Salaries & benefits$7.7M
Fundraising$1.4M
Other expenses$5.1M
Total expenses$75.9M
Total assets$150.1M
Net assets$130.8M

People

43 listed

NameRoleCompensation

Joshua Hale

President and Chief Executive Officer

Board

$560K

50 hrs/wk

Malcolm Douglas

Chief Financial Officer

Board

$255K

50 hrs/wk

Daniel Doherty

Board of Trustees

Board

1 hrs/wk

David Dury

Board of Trustees

Board

1 hrs/wk

Dennis Fitzsimons

Board of Trustees

Board

1 hrs/wk

Elizabeth Cole

Board of Trustees

Board

1 hrs/wk

Gerald Beeson

Board of Trustees

Board

1 hrs/wk

Giancarlo Turano

Board of Trustees

Board

1 hrs/wk

Gregory Q Brown

Board of Trustees

Board

1 hrs/wk

James A Gordon

Board of Trustees

Board

1 hrs/wk

James Compton

Board of Trustees

Board

1 hrs/wk

James Hoeg

Board of Trustees

Board

1 hrs/wk

John A Canning Jr

Board of Trustees

Board

1 hrs/wk

John Schreiber

Board of Trustees

Board

1 hrs/wk

Kimberly Querrey

Board of Trustees

Board

1 hrs/wk

Larry Richman

Board of Trustees

Board

1 hrs/wk

Lee Henderson

Board of Trustees

Board

1 hrs/wk

Leigh-Anne Kazma

Board of Trustees

Board

1 hrs/wk

Mary Dempsey

Board of Trustees

Board

1 hrs/wk

James J OConnor

Co-Chairman (deceased 7/31/2023)

Board

0

Stephen King

Board of Trustees

Board

1 hrs/wk

Tao Huang

Board of Trustees

Board

1 hrs/wk

Thomas E Lanctot

Board of Trustees

Board

1 hrs/wk

Thomas Reynolds III

Board of Trustees

Board

1 hrs/wk

Timothy Sullivan

Board of Trustees

Board

1 hrs/wk

William Devers

Board of Trustees

Board

1 hrs/wk

William T Lynch

Board of Trustees

Board

1 hrs/wk

Michael E Murphy

Board of Trustees (deceased October 22, 2023)

Board

0

John Croghan

Vice Chairman

Board

1 hrs/wk

Kenneth J Velo

Co-Chairman

Board

25 hrs/wk

Kent Dauten

Co-Chairman

Board

15 hrs/wk

Arthur R Velasquez

Board of Trustees

Board

1 hrs/wk

Charles K Bobrinskoy

Board of Trustees

Board

1 hrs/wk

Cherryl Thomas

Board of Trustees

Board

1 hrs/wk

Christine E Kelly

Board of Trustees

Board

1 hrs/wk

Christopher Valenti

Board of Trustees

Board

1 hrs/wk

Rebecca Lindsay-Ryan

Chief Schools Officer

Staff

$279K

50 hrs/wk

Thomas Zbierski

Director Emeritus, Scholarship Program & School Relations

Staff

$216K

50 hrs/wk

Amelia Drozda

Chief Advancement & Development Officer

Staff

$195K

50 hrs/wk

Danielle Robinson

Managing Director, School Operations and Patrons Program

Staff

$157K

50 hrs/wk

Daniel Kozlowski

Managing Director, NWI

Staff

$153K

50 hrs/wk

Laura Nalley

Senior Director, People and Leadership

Staff

$153K

50 hrs/wk

Daniel Bennett

Senior Director, Scholarships

Staff

$141K

50 hrs/wk

Independent contractors

Ziemke Consulting LLC

PROF DEVELOPMENT FOR SCHOOLS

$280K

Exponent Partners

PROFESSIONAL SERVICES

$226K

UChicago STEM Education

PROF DEVELOPMENT FOR SCHOOLS

$211K

NQC Literacy LLC

PROF DEVELOPMENT FOR SCHOOLS

$203K

Kirk Ziemke

PROF DEVELOPMENT FOR SCHOOLS

$199K

Grants received

Showing 200 of 666

FromAmountPurposeYear
$2.0M
CIVIC EDUCATION PILOT, COLLEGE ACCESS AND SUCCESS PROGRAM, PRODUCTIVE PLAY IN PRE-K AND K EXPANSION, MATCHING GIFTS AND SPONSORSHIP
2024
$1.2M
GENERAL CHARITABLE OPERATIONS
2024
$727K
ON 06/12/2024, THE FOUNDATION DONATED 2 SHS OF BRKA WITH A BOOK VALUE OF $204,565 TO HELP FURTHER THE ORGANIZATION'S PROGRAM SERVICES. VALUATIONS ARE BASED ON THE AVERAGE OF THE HIGH/LOW SHARE PRICE ON THE DATE OF THE CONTRIBUTION.
2024
$630K
As Determined by Beneficiary of Grant
2024
$570K
GENERAL FUND
2024
$476K
TENGELSEN FAMILY SCHOLARS PROGRAM
2024
$200K
Support of Visitation School and the Dr. Scholl Foundation Scholarship for high school students
2024
$180K
PAYMENT 2 OF 5
2024
$100K
To provide scholarships, leadership development for school leaders and educators and academic enrichment programs
2024
$100K
GENERAL CHARITABLE PURPOSES
2024
$100K
TO SUPPORT THE IMPROVEMENT OF STUDENT OUTCOMES, COLLEGE ACCESS, AND SUCCESS FOR LEO HIGH SCHOOL STUDENTS AND GRADUATES.
2024
$89K
YOUTH EDUCATION - POWER OF LOVE AND DOLLARS FOR DOERS
2024
$75K
UNRESTRICTED FOR GENERAL USE
2024
$50K
PRODUCTIVE PLAY IN PK AND K
2024
$50K
GENERAL SUPPORT
2024
$49K
To support higher education.
2024
$30K
ALL CONTRIBUTIONS ARE MADE TO FURTHER THE CHARITABLE PURPOSES OF THE
2024
$29K
Public, Societal Benefit
2024
$25K
General Operating Support
2024
$20K
TO SUPPORT GENERAL SERVICES
2024
$18K
UNRESTRICTED GENERAL SUPPORT
2024
$15K
CAREER AWARENESS AND READINESS FOR YOUTH
2024
$15K
GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION
2024
$13K
GENERAL SUPPORT
2024
$10K
GENERAL PURPOSES
2024
$10K
DONATION TOWARDS EXEMPT PURPOSE
2024
$10K
OPERATING FUNDS
2024
$10K
PROVIDING SCHOLARSHIPS TO STUDENTS
2024
$10K
EXEMPT PURPOSE OF ORGANIZATION
2024
$10K
TO HELP PROVIDE SUPPORT TO INNER CITY SCHOOLS WHICH PROVIDE A QUALITY, VALUES-BASED EDUCATION FOR CHICAGO'S CHILDREN
2024
$10K
EMERGENCY SCHOLARSHIP FUND
2024
$10K
Discretionary Grant
2024
$8K
CHARITABLE
2024
$8K
GENERAL SUPPORT
2024
$7K
GENERAL SUPPORT
2024
$5K
EDUCATIONAL SUPPORT
2024
$5K
TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE
2024
$5K
CHARITABLE PURPOSES
2024
$3K
GENERAL PURPOSES
2024
$2K
Miscellaneous Board Grant Marathon
2024
$2K
Miscellaneous Board Grant Marathon
2024
$1K
EDUCATIONAL
2024
$1K
BRONZE LEVEL SPONSOR GOLF CLASSIC
2024
$1K
GENERAL PURPOSES
2024
$1K
GENERAL SUPPORT
2024
$980
98 TICKETS TO CHICAGO RED STARS MATCHES AT FMV GIVEN ON 11/26/2024
2024
$900
Matching Grant
2024
$500
UNRESTRICTED
2024
$100
General & Unrestricted
2024
$25
GENERAL EXEMPT PURPOSE
2024
$2.2M
For grant recipient's exempt purposes
2023
$1M
OPERATIONAL
2023
$814K
TO FURTHER PROGRAM SERVICES
2023
$800K
NORTHWEST INDIANA INITIATIVE
2023
$680K
As Determined by Beneficiary of Grant
2023
$647K
SCHOLARSHIPS
2023
$630K
ON 08/01/2023, THE FOUNDATION DONATED 18,616 SHS OF OPCH WITH A BOOK VALUE OF $474,335.68 TO HELP FURTHER THE ORGANIZATION'S PROGRAM SERVICES. VALUATIONS ARE BASED ON THE AVERAGE OF THE HIGH/LOW SHARE PRICE ON THE DATE OF THE CONTRIBUTION.
2023
$600K
Charitable donation 501(c)(3) organization
2023
$558K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$469K
CHARITABLE PURPOSE
2023
$418K
ON 07/06/2023, THE FOUNDATION DONATED 651 SHS OF CABO WITH A BOOK VALUE OF $463,420.86 TO HELP FURTHER THE ORGANIZATION'S PROGRAM SERVICES. VALUATIONS ARE BASED ON THE AVERAGE OF THE HIGH/LOW SHARE PRICE ON THE DATE OF THE CONTRIBUTION.
2023
$300K
GENERAL FUND
2023
$300K
SCHOLARSHIPS, HIGH SCHOOL SUPPORT
2023
$250K
In honor of James J. OConnor
2023
$250K
EMERGING SCHOOL LEADERS PROGRAM
2023
$200K
Support of Visitation School and the scholarship fund
2023
$200K
3RD PAYMENT OF FIVE YEAR NWI PLEDGE
2023
$200K
HUMANITARIAN AWARD DINNER
2023
$200K
YOUTH SOCIAL AND EMOTIONAL
2023
$200K
For the Edmund and Patricia Scholarships
2023
$180K
GENERAL SUPPORT
2023
$177K
General support for programs, operations and other charitable purposes
2023
$136K
WHITE FAMILY COLLEGE SCHOLARSHIP ($100,000) AND PATRON PLEDGE - OUR LADY OF GUADALUPE SCHOOL ($36,300)
2023
$110K
GENERAL CHARITABLE PURPOSES
2023
$105K
CHARITABLE PURPOSE
2023
$100K
DONATION TOWARDS EXEMPT PURPOSE
2023
$100K
BIG SHOULDERS FUND HUMANITARIAN AWARD DINNER
2023
$100K
GENERAL CHARITABLE PURPOSES
2023
$100K
PRODUCTIVE PLAY IN PK ANDK
2023
$100K
GENERAL CHARITABLEGENERAL CHARITABLE
2023
$100K
To provide scholarships, leadership development for school leaders and educators and academic enrichment programs
2023
$100K
EDUCATION
2023
$94K
GRANTS FROM DONOR ADVISED FUNDS- OPERATING SUPPORT
2023
$78K
YOUTH EDUCATION - POWER OF LOVE GRANT
2023
$55K
FAMILY SERVICES
2023
$51K
UNRESTRICTED FOR GENERAL USE
2023
$50K
GENERAL FUND RAISING
2023
$50K
GENERAL SUPPORT
2023
$50K
GENERAL OPERATING
2023
$50K
Teacher Recruitment and Retention
2023
$50K
GENERAL SUPPORT
2023
$45K
GENERAL SUPPORT
2023
$40K
GENERAL SUPPORT
2023
$35K
COLLEGE ACCESS PROGRAM
2023
$30K
UNRESTRICTED GENERAL SUPPORT
2023
$30K
PROGRAM/OPERATING SUPPORT
2023
$25K
Contribution for quality education throughout Chicago and Northwest Indiana.
2023
$25K
EDUCATIONAL SUPPORT
2023
$25K
GENERAL SUPPORT
2023
$25K
GENERAL OPERATING EXPENSES IN ITS ENTIRETY.
2023
$25K
General Operating Support
2023
$25K
CHARITABLE CONTRIBUTION
2023
$22K
ALL CONTRIBUTIONS ARE MADE TO FURTHER THE CHARITABLE PURPOSES OF THE
2023
$20K
General charitable purposes
2023
$20K
EDUCATIONAL
2023
$20K
TO SUPPORT GENERAL SERVICES
2023
$16K
GENERAL USE
2023
$15K
DONOR DESIGNATION
2023
$15K
GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION
2023
$15K
2024 GO SUPPLEMENTAL WELLNESS & RESPITE GRANT
2023
$15K
GENERAL CHARITABLE
2023
$14K
Provide tuition grants
2023
$13K
SUPPORT THE GENERAL CHARITABLE OPERATIONS OF THE ORGANIZATION
2023
$12K
GENERAL SUPPORT
2023
$11K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$10K
CAREER AWARENESS AND READINESS FOR YOUTH
2023
$10K
TO ASSIST SCHOOLS IN IMPROVING THEIR FINANCIAL SUSTAINABILITY, INNOVATING ACADEMIC PROGRAMS, EQUIPPING TEACHERS AND LEADERS, AND PROVIDING CRUCIAL SCHOLARSHIPS TO FAMILIES
2023
$10K
In memory of James O'Connor
2023
$10K
FINANCIAL SUPPORT
2023
$10K
COMMUNITY SUPPORT
2023
$10K
GENERAL PURPOSES
2023
$10K
EMERGENCY SCHOLARSHIP FUND
2023
$10K
EXEMPT PURPOSE OF ORGANIZATION
2023
$10K
PROMOTE ACCESS AND EDUCATIONAL SUPPORT
2023
$10K
OPERATING FUNDS
2023
$10K
UNRESTRICTED
2023
$10K
2023 Humanitarian Award Dinner
2023
$9K
CHARITABLE DONATION
2023
$8K
Community
2023
$8K
COMMUNITY & HUMAN SERVICES
2023
$8K
General Purpose
2023
$6K
EDUCATION
2023
$6K
In support of general operations.
2023
$6K
Children & Family Advocate/Enrichment
2023
$5K
TO PROVIDE SUPPORT TO INNER-CITY SCHOOLS
2023
$5K
General charitable purposes
2023
$5K
Towards a scholarship in memory of Sr. Mary Brian Costello, RSM
2023
$5K
TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE
2023
$5K
TO FURTHER PROGRAM SERVICES
2023
$5K
APRIL DAY OF SERVICE
2023
$5K
GENERAL OPERATING
2023
$3K
YOUTH EDUCATION - DOLLARS FOR DOERS
2023
$3K
GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION
2023
$3K
EDUCATION
2023
$3K
Board of Directors, Matching and Discretionary Grant
2023
$3K
PROGRAM/OPERATING SUPPORT
2023
$3K
PROVIDE SUPPORT TO CATHOLIC SCHOOLS
2023
$3K
GENERAL DONATION
2023
$3K
Scholarship funding for Catholic grade and high school students
2023
$2K
PROGRAM/OPERATING SUPPORT
2023
$2K
PROGRAM/OPERATING SUPPORT
2023
$2K
PROGRAM/OPERATING SUPPORT
2023
$2K
GENERAL DONATION
2023
$1K
GENERAL CHARITABLE
2023
$800
GENERAL OPERATING
2023
$750
PROGRAM/OPERATING SUPPORT
2023
$504
GENERAL OPERATING SUPPORT
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$500
Matching Gifts
2023
$500
PROGRAM/OPERATING SUPPORT
2023
$500
GENERAL OPERATING PURPOSE
2023
$500
General & Unrestricted
2023

Funded by

$93.4M from 220 funders · 666 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$17.8M · 7 grants · 2018–2023

The Chicago Community Trust

$7.7M · 8 grants · 2017–2023

National Philanthropic Trust

$7.3M · 6 grants · 2017–2023

Dean & Barbara White

$6.2M · 8 grants · 2020–2023

Robert R Mccormick Foundation

$5.8M · 4 grants · 2020–2024

The Canning Foundation

$5.6M · 10 grants · 2020–2024

Patrick G And Shirley W Ryan

$3.5M · 4 grants · 2018–2024

John and Kathleen Schreiber Foundation

$3.3M · 4 grants · 2020–2024

Details

EIN363490557
NTEE codeB122
Subsection03
Ruling date1987-03
Formed1986
Employees97
Volunteers3098
BIG SHOULDERS FUND — Mission, Financials & Grants Received | Grantivo