AUMdb

Big Shoulders Fund

EIN 363490557 · 501(c)(3) · Public charity · Chicago, IL · recognized 1987

Assets
$150M
Revenue
$84.8M
Expenses
$75.9M
Investment income
$11.1M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Ziemke Consulting Llc Prof development for schools $280,093
Exponent Partners Professional services $226,263
U Chicago Stem Education Prof development for schools $210,747
Nqc Literacy Llc Prof development for schools $202,835
Kirk Ziemke Prof development for schools $198,720

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Joshua Hale President and chief executive officer $559,793 $54,319
Rebecca Lindsay Ryan Chief schools officer $279,482 $55,119
Malcolm Douglas Chief financial officer $255,478 $43,079
Thomas Zbierski Director emeritus, scholarship program & school relations $216,185 $30,688
Amelia Drozda Chief advancement & development officer $194,671 $21,278
Danielle Robinson Managing director, school operations and patrons program $157,330 $13,730
Daniel Kozlowski Managing director, nwi $153,412 $18,340
Laura Nalley Senior director, people and leadership $153,090 $27,567
Daniel Bennett Senior director, scholarships $140,849 $36,923
James J O Connor Co-chairman (deceased 7/31/2023) $0 $0
Larry Richman Board of trustees $0 $0
Lee Henderson Board of trustees $0 $0
Leigh Anne Kazma Board of trustees $0 $0
Mary Dempsey Board of trustees $0 $0
Michael E Murphy Board of trustees (deceased october 22, 2023) $0 $0
Stephen King Board of trustees $0 $0
Tao Huang Board of trustees $0 $0
Thomas E Lanctot Board of trustees $0 $0
Thomas Reynolds Iii Board of trustees $0 $0
Timothy Sullivan Board of trustees $0 $0
William Devers Board of trustees $0 $0
William T Lynch Board of trustees $0 $0
John Croghan Vice chairman $0 $0
Kenneth J Velo Co-chairman $0 $0
Kent Dauten Co-chairman $0 $0
Arthur R Velasquez Board of trustees $0 $0
Charles K Bobrinskoy Board of trustees $0 $0
Cherryl Thomas Board of trustees $0 $0
Christine E Kelly Board of trustees $0 $0
Christopher Valenti Board of trustees $0 $0
Daniel Doherty Board of trustees $0 $0
David Dury Board of trustees $0 $0
Dennis Fitzsimons Board of trustees $0 $0
Elizabeth Cole Board of trustees $0 $0
Gerald Beeson Board of trustees $0 $0
Giancarlo Turano Board of trustees $0 $0
Gregory Q Brown Board of trustees $0 $0
James A Gordon Board of trustees $0 $0
James Compton Board of trustees $0 $0
James Hoeg Board of trustees $0 $0
John A Canning Jr Board of trustees $0 $0
John Schreiber Board of trustees $0 $0
Kimberly Querrey Board of trustees $0 $0