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Inclusive Abundance Initiative Inc

EIN 93-3864714 · Greenwich, CT

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood85 out of 100GovernanceGood84 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

TO DISTRIBUTE EDUCATIONAL INFORMATION TO THE PUBLIC AND PUBLIC DECISIONMAKERS BY SUPPORTING PRODUCTION AND PUBLICATION OF BRIEFS AND RESEARCH INFORMED BY AN ABUNDANCE-FOCUSED MINDSET IN A WIDE VARIETY OF SUBJECTS TOUCHING ON SOCIAL WELFARE.

Income
$1.7 million
Spending
$1.3 million
Spent on programs
91%
Reserves
4.1 months of spending
Largest source of income
donations and private grants, 100%
Employees
0
Volunteers
5

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 85 out of 100. Higher than 62% of charities in its peer group (public benefit, $1m to $10m).

  • Reserves

    20 of 35

    Spendable reserves would cover 4.1 months of spending.

  • Debt

    20 of 20

    It owes 1% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 26% of income.

  • Income trend

    15 of 15

    Income rose 2040% on the year before.

  • Spending floor

    15 of 15

    91% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Good: 84 out of 100. Higher than 40% of charities in its peer group (public benefit, $1m to $10m).

  • Independent board

    25 of 25

    5 of 5 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $543,726 spent. ISSUES - IAI DEFINED AND RESEARCHED ITS CORE ISSUE AREAS, DRAFTED ISSUE MATERIALS, AND ENGAGED IN VARIED, INFORMAL STAKEHOLDER EDUCATION EFFORTS.
  2. $260,000 spent. SUBGRANTS - IAI SUB-GRANTED TO PARTNER ORGANIZATIONS PURSUING ABUNDANCE-ORIENTED WORK IN WASHINGTON, D.C., AND ACROSS THE COUNTRY.
  3. $250,172 spent. COMMUNITY AND EVENTS - IAI HOSTED AND CO-HOSTED MANY EVENTS TO MEET ITS MISSION OF BUILDING AND CONVENING THE ABUNDANCE COMMUNITY. IAI HOSTED OR CO-HOSTED 3 CONFERENCES, INCLUDING THE ABUNDANCE 2024 CONFERENCE, WHICH BROUGHT TOGETHER OVER 275 ATTENDEES FEATURING AN IDEOLOGICALLY INCLUSIVE ROSTER WITH DOZENS OF EXPERT SPEAKERS ACROSS 15 PANELS. IAI ALSO HELD SMALLER, MORE SELECTIVE EVENTS TO MEET THE SAME MISSION. THESE INCLUDED 4 COMMUNITY HAPPY HOURS IN NEW YORK CITY AND WASHINGTON, D.C., 3 IDEAS DINNERS CONNECTING BUSINESS LEADERS TO PARTNER ORGANIZATIONS, AND A VARIETY OF ONLINE CONVERSATIONS WITH ISSUE EXPERTS.
  4. $90,000 spent. COMMUNICATIONS - IAI PUT INTENTION INTO BRANDING THE ORGANIZATION AND COMMUNICATING ITS PURPOSE, SINCE IT WAS LAUNCHED IN 2024. IAI BUILT A WEBSITE, WHICH INCLUDES A LIBRARY OF ABUNDANCE-IN-ACTION RESEARCH AND SECTIONS FEATURING ABUNDANCE INNOVATORS AND INSTITUTIONAL PARTNERS. IAI WAS ALSO COVERED IN 5 DIFFERENT NEWS ARTICLES OVER THE YEAR, JOINED TWO PODCASTS, AND SPOKE AT THREE CONFERENCES INDEPENDENT OF THE ONES HOSTED.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since May 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.