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Nonprofit · EIN 04-3280390

THE ELLIE FUND

Tax-exempt · NEEDHAM, MA 02494

Financials

$2M$2.1M2022$2.5M$2.3M2023$4M$3M2024
Revenue Expenses · by fiscal year end
Financials of THE ELLIE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,951,648$3,047,044$904,604$2,212,962$46,730$2,166,232
December 31, 2023990$2,500,747$2,318,431$182,316$1,302,409$40,781$1,261,628
December 31, 2022990 (amended)$1,999,013$2,138,858-$139,845$1,084,363$5,051$1,079,312
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,593,550
Program service revenue
$0
Investment income
$47,495
Net income from fundraising events
$310,603
Other revenue
$310,603

Expenses

Grants and similar amounts paid
$1,529,850
Other salaries and wages
$911,776
Salaries, compensation and benefits (total)
$1,026,268
Professional fundraising fees
$0
Accounting fees
$17,499
Occupancy
$51,996
Program services (functional)
$1,988,456
Management and general (functional)
$219,047
Fundraising (functional)
$839,541

Balance sheet and other

Total assets, start of year
$1,302,409
Total assets, end of year
$2,212,962
Total liabilities, end of year
$46,730
Net assets, end of year
$2,166,232
Net assets without donor restrictions
$1,484,578
Net assets with donor restrictions
$681,654
Gross receipts
$4,276,142
Employees
13
Volunteers
44
Year formed
1995
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MEREDITH BRYANEXECUTIVE DIRECTOR
Key employee
40$189,764$30,500
DANNA REMENDIRECTOR OF DEVELOPMENT
Key employee
40$128,117$0
JEFFREY POPKINFOUNDER
Trustee or director
1$0$0
DENISE HAYESDIRECTOR
Trustee or director
1$0$0
JOANNA CHANISDIRECTORTHRU 82024
Trustee or director
1$0$0
SCOTT CLIFFORDDIRECTOR
Trustee or director
1$0$0
AMY COMANDERDIRECTOR
Trustee or director
1$0$0
MARK IRVINGDIRECTOR
Trustee or director
1$0$0
CYNTHIA KROPPDIRECTOR
Trustee or director
1$0$0
LUCY AMELLODIRECTOR
Trustee or director
1$0$0
NICOLE THOMASDIRECTOR
Trustee or director
1$0$0
NANCY WRIGHTVICE CHAIR THRU 82024
Trustee or director
1$0$0
WILLIAM BOYLEDIRECTOR
Trustee or director
1$0$0
STEVEN ISAKOFFDIRECTOR
Trustee or director
1$0$0
AMY JUDDDIRECTOR
Trustee or director
1$0$0
5 more people on this return
NameTitleHours / weekCompensation
NANCY WRIGHTDIRECTOR 824 THRU 825
Trustee or director
1$0
THOMAS JACOBCHAIR
Trustee or director, Officer
5$0
THANDA FIELDS BRASSARDVICE PRES THRU 82024
Trustee or director, Officer
3$0
JOSEPH MIDDLETONTREASURER
Trustee or director, Officer
3$0
ROBERT ERNSTVICE CHAIRCHAIR
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
MEREDITH BRYANEXECUTIVE DIRECTOR
Key employee
0$169,880
CYNTHIA KROPPDIRECTOR
Trustee or director
1$0
MARK IRVINGDIRECTOR
Trustee or director
1$0
ROBERT ERNSTDIRECTOR
Trustee or director
1$0
LUCY AMELLODIRECTOR
Trustee or director
1$0
WILLIAM BOYLEDIRECTOR
Trustee or director
1$0
NANCY WRIGHTDIRECTOR
Trustee or director
1$0
NICOLE THOMASDIRECTOR
Trustee or director
1$0
DENISE HAYESDIRECTOR
Trustee or director
1$0
JEFFREY POPKINFOUNDER
Trustee or director
1$0
JOANNA CHANISDIRECTOR
Trustee or director
1$0
AMY COMANDERDIRECTOR
Trustee or director
1$0
SCOTT CLIFFORDDIRECTOR
Trustee or director
1$0
TOM JACOBCHAIR
Trustee or director, Officer
5$0
THANDA FIELDS BRASSARDVICE CHAIRCLERK
Trustee or director, Officer
3$0
JOE MIDDLETONTREASURER
Trustee or director, Officer
3$0
990 for the year ended December 31, 2022: 15 people
NameTitleHours / weekCompensation
MEREDITH BRYANEXECUTIVE DIRECTOR
Key employee
0$175,597
CYNTHIA KROPPDIRECTOR
Trustee or director
1$0
MARK IRVINGDIRECTOR
Trustee or director
1$0
ROBERT ERNSTDIRECTOR
Trustee or director
1$0
NANCY WRIGHTDIRECTOR
Trustee or director
1$0
NICOLE THOMASDIRECTOR
Trustee or director
1$0
TINA OPIEDIRECTOR
Trustee or director
1$0
AMY COMANDERDIRECTOR
Trustee or director
1$0
MARCIA BOYLEDIRECTOR
Trustee or director
1$0
JEFFREY POPKINFOUNDER
Trustee or director
1$0
SCOTT CLIFFORDDIRECTOR
Trustee or director
1$0
JOANNA CHANISDIRECTOR
Trustee or director
1$0
TOM JACOBCHAIR
Trustee or director, Officer
5$0
THANDA FIELDS BRASSARDVICE CHAIRCLERK
Trustee or director, Officer
3$0
RON LANOUE THRU SEPT 2023TREASURER
Trustee or director, Officer
3$0

Address and contacts

Address (IRS master file)
200 RESERVOIR ST STE 300, NEEDHAM, MA 02494-3146
In care of
% ROBERT ERNST
Signed the 990
ROBERT ERNST, VICE CHAIRCHAIR
Phone
(781) 449-0100
Return prepared by
OREL & ASSOCIATES CPAS INC

Mission

TO PROVIDE ESSENTIAL SUPPORT SERVICES FOR BREAST CANCER PATIENTS TO EASE THE STRESSES OF EVERYDAY LIFE, ALLOWING THE FOCUS TO BE ON FAMILY, RECOVERY AND HEALING.

990 for the year ended December 31, 2024

Program accomplishments

  • THE ELLIE FUND PROVIDES SUPPORT SERVICES INCLUDING TRANSPORTATION TO MEDICAL APPOINTMENTS, CHILDCARE, HOUSEKEEPING, GROCERIES, AND NUTRITIOUS PREPARED/DELIVERED MEALS FREE OF CHARGE TO INDIVIDUALS DIAGNOSED WITH BREAST CANCER AND THEIR FAMILIES.
    Expenses $1,988,456

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-3280390
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$2,212,962
Income (IRS master file)
$4,276,142

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,951,648$3,047,044$2,212,962XML
990December 2023$2,500,747$2,318,431$1,302,409XML
990December 2022$1,999,013$2,138,858$1,084,363XML
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3280390).

Questions about THE ELLIE FUND

What is the EIN of THE ELLIE FUND?
The employer identification number (EIN) of THE ELLIE FUND is 04-3280390.
Is THE ELLIE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE ELLIE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE ELLIE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE ELLIE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ELLIE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of THE ELLIE FUND?
The 990 for the year ended December 31, 2024 lists 20 people; 2 received compensation from the organization, the highest $189,764 (MEREDITH BRYAN, EXECUTIVE DIRECTOR).
How much revenue does THE ELLIE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,951,648, expenses of $3,047,044 and total assets of $2,212,962 at year end.

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