Risk and Return

MC LEAN, VA EIN: 85-0873780

Risk and Return is a nonprofit organization, based in MC LEAN, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $874K in total assets. Net investment income was $32K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$874K

+3.4% YoY

Revenue

$32K

+16500.5% YoY

Net Investment Income

$32K

+722.3% YoY

Expenses

$3K

-98.4% YoY

About Risk and Return

Based on IRS filings

Risk and Return is a nonprofit organization, based in MC LEAN, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $874K in total assets. Net investment income was $32K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BozemanHerndonNew YorkRestonVirginia Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$283K$565K$848K$1M20202021202220232024
Metric202420232022
Total Assets$874,164$845,271$1,010,492
Revenue$31,873$192$778,442
Expenses$2,980$185,066$45,614
Qualifying Distributions$168,764$45,614
Net Investment Income$31,873$3,876$775,930
Distributable Amount$32,360

Giving Over Time

Total grant dollars and number of grants per year

$0$42K$84K$127K$169K0 grants20200 grants20211 grants20224 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

4<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT KERREYChair
ROBERT NELSONVice-Chair
HANK CRUMPTONDirector
NICK LAVERYDirector
TONI VERSTANDIGDirector
TIM MURPHYDirector
JEFF EGGERSDirector and Int ED

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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