Mission
MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.
Public Charity
CERITY PARTNERS FOUNDATION
CERITY PARTNERS FOUNDATION, of NOVATO, CA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.7M in revenue, $4.6M in expenses, $35.6M in total assets. 6 publicly reported grants to this organization, totaling roughly $25.1M, appear in IRS filings.
EIN: 510515757
NOVATO, CA
Latest filing: 2025
Total Revenue$4.7M
Total Expenses$4.6M
Total Assets$35.6M
Grant Records6
Funding Total$25.1M
Filing Years2020–2025
Sample Grants Received
general support
$80,747
TRANSFER OF ASSETS FOR DISSOLUTION
$24,397,837
SUPPORT THE GENERAL FUND
$103,500
SUPPORT THE GENERAL FUND
$153,784
Social Services/Social Benefits
$181,502
Showing up to 5 of 6 total records — full history available with membership.
Officers & Directors
BOARD CHAIR (THRU 11/24)
Aaron Waxman
SECRETARY (THRU 03/25)
Ashley Smith
CFO
Lauren Mcclelland
PRESIDENT & CEO
Rhea Suh
BOARD CHAIR
Richard Long
SECRETARY
Roxanne Richards
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.7M | $4.6M | $35.6M |
| 2024 | $4.3M | $8.6M | $33.2M |
| 2023 | $2.5M | $4.2M | $35.3M |
| 2022 | $16.6M | $12.4M | $39.3M |
| 2020 | $2.2M | $3.7M | $30.6M |
Between 2020 and 2025, reported annual revenue grew from $2.2M to $4.7M (+117%), with total assets most recently reported at $35.6M.
Interactive year-over-year charts and full filing details available with membership.