Cetera Inc
Cetera Inc is a private foundation, based in St Petersburg, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $176K in total assets. In 2024, it made $1.4M in qualifying distributions.
Cetera Inc at a glance
- Total assets
- $175,900
- -43.7% vs 2023
- Revenue (2024)
- $1,383,640
- -12.1% vs 2023
- Qualifying distributions (2024)
- $1,370,889
- -2.1% vs 2023
- Expenses (2024)
- $1,596,304
- +1.7% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Cetera Inc funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 2 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Annie E Casey Foundation Baltimore, MD | Contribution | $1,200,215 |
| Suncoast Voices Largo, FL | Contribution | $49,278 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2024 | $175,900 | $1,383,640 | $1,596,304 | — | — | $1,370,889 | — |
| 2023 | $312,349 | $1,574,725 | $1,569,314 | $1,249,493 | 2 | $1,400,643 | — |
| 2022 | $338,821 | $1,049,174 | $1,085,225 | — | — | — | $1,349 |
| 2021 | $326,299 | $823,147 | $547,826 | — | — | — | — |
| 2020 | $50,811 | $55,706 | $15,688 | — | — | — | — |
Leadership & Key People
Officers and directors from IRS filings
Cetera Inc is led by Jamie Bennett, Executive Director since 2021 (on filings since 2020); 1 of 7 officers listed in 2024 is compensated.
Officers on the 2024 filing
Jamie Bennett
Executive Director
President & Secretary → Executive Director, 2021
On filings since 2020
40 hrs/week
$140K (2021) → $170K (2024)
Dee Menzer
Chair
New on the 2024 filing
1 hr/week
No compensation reported
Cynthia McGuigan
Director
New on the 2024 filing
1 hr/week
No compensation reported
Sabrina Sengdao
Director
New on the 2024 filing
1 hr/week
No compensation reported
Tom Shea
Director
New on the 2024 filing
1 hr/week
No compensation reported
Kurt Bennett
Vice President & Treasurer
Treasurer → Vice President & Treasurer, 2024
On filings since 2021
1 hr/week
No compensation reported
Ronicka Hamilton
Secretary
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (5)
- Former: Kasandrea Sereno (2020–2023) — Vice President
- Former: Melodie Menzer (2020–2023) — President
- Former: Victor Sims (2020–2023) — Director
- Former: Liz Randolph (2021–2023) — Secretary
- Former: Jeremy Dobes (2020–2021) — Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $170K, to Dr Jamie Bennett (Executive Director).
Frequently asked questions about Cetera Inc
How large is Cetera Inc?
Cetera Inc reported $176K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $1.4M.
Where does Cetera Inc operate?
Cetera Inc has awarded grants in Florida, Maryland.
What is Cetera Inc's EIN?
Cetera Inc's EIN (Employer Identification Number) is 82-4878828. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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