{"domain":"grassiadvisors.com","observed_at":"2026-10-29T01:32:00.267906+00:00","materially_changed_at":"2026-10-29T01:32:00.267906+00:00","generation_id":"e11e6834-b9c4-43ea-b6f2-0ffdeabb5042","snapshot":"dd8a06cef6f4fba5af1234c948bee703e93edec3d89b8ce2c754be40edcdba6c","collector":"global-intelligence","collector_build":"1d771171ca79","indexable":true,"indexable_reason":"","record_schema_version":2,"fact_count":416,"evidence_path_count":25,"lanes_observed":25,"lanes_total":27,"observation_count":7103,"coverage":{"apps":0,"mail":10,"feeds":14,"gleif":{"scope":"GLEIF LEI records whose own legal name IS a name this company is proven to use -- an SEC registrant, a licence-proven operator, or a name the site printed for itself. Not a claim that no LEI exists under another spelling.","reason":"searched under SEC registrant OCEANFIRST FINANCIAL CORP: none","status":"complete","accepted":0,"complete":true,"rejected":0,"requests":1,"ambiguous":0,"rows_read":0,"pages_read":1,"invalid_rows":0,"eligible_names":1,"response_bytes":456,"records_over_budget":0},"menus":0,"github":0,"hiring":16,"people":146,"contact":19,"content":44,"identity":7,"security":4,"locations":1,"menu_read":{"items":0,"reasons":["8 other page(s) of the site were read for what they print, and none prints a menu (a menu needs at least 10 dishes printed with a price); 1845 more it links were left unread: the lane reads at most 8 such pages","2 menu page(s) read: no menu marker and fewer than 5 priced lines","menu document https://www.grassiadvisors.com/wp-content/uploads/2024/04/Download-Now-Button.png: no priced line in 1 page(s) read","menu document https://www.grassiadvisors.com/wp-content/uploads/2025/10/Grassi_Website_Image_FIRM_EBP-Webinar-Betterment_2025-10_FA.jpg: no priced line in 1 page(s) read","menu document https://www.grassiadvisors.com/wp-content/uploads/2026/08/Beyond-Benchmarks-What-Construction-Financial-Metrics-Are-Signaling-for-2027-2.png: no priced line in 1 page(s) read"],"pages_read":2,"priced_items":0,"pages_rendered":2,"pages_selected":2,"documents_declared":3,"pages_tested_by_content":8},"sec_edgar":75,"litigation":{"scope":"CourtListener RECAP docket metadata with an exact party-name match, searched under each entity the record resolves: its registrant, printed name and operators, and the members, officers and related registrations its authorities file. Not a complete national or state litigation history; other parties are listed as parties to the case only, and they and the attorneys are not attributed to this company.","reason":"The CourtListener docket search was incomplete or unread; no claim of a complete litigation history is made.; searched under SEC registrant OCEANFIRST FINANCIAL CORP: the read did not finish","status":"unread","accepted":0,"complete":false,"rejected":0,"requests":1,"ambiguous":0,"rows_read":0,"pages_read":0,"invalid_rows":0,"eligible_names":1,"response_bytes":0,"records_over_budget":0},"technology":48,"trademarks":{"scope":"USPTO owner-search records naming the site's self-declared legal entity, its SEC registrant, a licence-proven operator, a member, officer or related registration its authorities file, or an owner USPTO names on one of those marks -- each mark under the owner it was searched for; not patents or a certified current ownership portfolio.","reason":"Marks whose owner shares the legal name but is placed in no state this company is proven in are not attributed.; searched under SEC registrant OCEANFIRST FINANCIAL CORP: 19 same-name match(es) not attributed","status":"partial","accepted":0,"complete":false,"rejected":0,"requests":1,"ambiguous":19,"rows_read":19,"pages_read":1,"invalid_rows":0,"eligible_names":1,"response_bytes":26744,"records_over_budget":0},"hiring_roles":{"jobs":10,"open":10,"closed":0,"readings":20,"pay_differs":0,"corroborated":0,"other_employer":0,"pay_from_description":0},"federal_awards":{"scope":"USAspending loans, grants and direct payments since FY2008. Contracts and subawards excluded. Reported loan value, subsidy, award amount and outlays are distinct; no original principal, forgiveness or current debt is inferred.","reason":"the published brand name Grassi was searched as \"GRASSI\"; an award is the brand's only where the award's own recipient address is one of the record's accepted Places; 85 award(s) under recipients carrying the brand name Grassi are filed at no accepted Place of this record and were not attributed: ALEX DE GRASSI (REDWOOD VALLEY, CA); ALYSSA GRASSI (SEQUIM, WA); AMY GRASSI WATSON, PC (WILSON, NC); ANTHONY GRASSI (SAN LEANDRO, CA); ANTHONY GRASSI JR (STATEN ISLAND, NY); searched under SEC registrant OCEANFIRST FINANCIAL CORP: none; searched under published brand name Grassi: none","status":"complete","accepted":0,"complete":true,"rejected":284,"requests":10,"ambiguous":0,"rows_read":369,"pages_read":10,"invalid_rows":0,"eligible_names":2,"response_bytes":379902,"records_over_budget":0},"infrastructure":17,"menu_nutrition":{"status":"complete","items_read":0,"pages_read":0,"widgets_read":0,"pages_selected":0,"widgets_discovered":0},"outbound_links":40,"people_sources":{"registers":"not_attempted","sec_filings":1,"people_pages":"partial","personal_mailboxes":46},"channel_pricing":{"scope":"One representative location per record: the accepted location carrying the most channel menus. Channel menus come from each provider's own store object for that store; prices are as each channel lists them, in the channel's currency; comparisons are projected from the resolved catalog -- one row per dish, portion-aware identity, prices kept as scoped offers -- and a pair the policy refuses is counted and explained rather than dropped.","reason":"Platforms linked (grassiadvisors.com) but no channel menu was read from any of them: the linked readers carry no menu, or the store read did not answer.","status":"not_read","presence":{"olo":"not_declared","resy":"not_declared","tock":"not_declared","chomp":"not_declared","slice":"not_declared","toast":"not_declared","clover":"not_declared","dylish":"not_declared","menufy":"not_declared","skytab":"not_declared","spoton":"not_declared","chownow":"not_declared","ezcater":"not_declared","grubhub":"not_searched","doordash":"not_declared","getsauce":"not_declared","menusifu":"not_declared","ubereats":"not_searched","kwickmenu":"not_declared","opentable":"not_declared","ordersave":"not_declared","restolabs":"not_declared","sevenrooms":"not_declared","spothopper":"not_searched","touchbistro":"not_declared","squareonline":"not_declared","doordash_storefront":"not_declared"},"footprint":{},"accepted_locations":4,"locations_with_channel_menus":0},"publisher_files":{"facts":4,"absent":15,"present":1,"attempted":16},"provider_footprint":{"grubhub":{"not_searched":2,"searched_not_found":2},"ubereats":{"not_searched":2,"searched_not_found":2},"spothopper":{"not_searched":2,"searched_not_found":2}},"external_identities":12,"restaurant_locations":{"active":0,"coming_soon":0,"canonical_accepted":4,"first_party_stores":4,"material_conflicts":2,"permanently_closed":0,"temporarily_closed":0,"first_party_rosters":2,"with_provider_detail":1,"unresolved_candidates":0,"with_store_identifier":4,"known_store_identities":4,"multi_source_locations":1,"other_operating_status":0,"provider_accounts_seen":0,"store_identities_absent":0,"first_party_observations":25,"first_party_rosters_whole":2,"first_party_stores_unread":0,"operating_status_unstated":4,"store_identities_answered":0,"first_party_rosters_bounded":0,"first_party_stores_accepted":4,"first_party_stores_duplicate":0,"provider_accounts_enumerated":0,"provider_edges_not_attempted":6,"store_identities_with_detail":0,"closed_permanence_unspecified":0,"first_party_stores_unresolved":0,"store_identities_without_detail":4,"provider_accounts_not_enumerated":0,"first_party_stores_without_premises":0,"first_party_stores_closed_or_not_open":0,"provider_edges_validation_unconfirmed":6},"people_source_closure":[{"state":"partial","reason":"1 failed, 564 not reached, 1362 deferred, 0 read in part","source":"site_people_pages","failures":[{"url":"https://www.grassiadvisors.com/team/andrew-j-clarke/","reason":"HTTP 404: the site has no such page","status":404}]},{"state":"not_attempted","reason":"no corroborated legal name or licence-proven operator to search","source":"business_registers"},{"found":1,"state":"complete","source":"sec_filings"},{"found":46,"state":"complete","source":"site_mailboxes"},{"state":"unsupported","reason":"no collection searches the web","source":"press"}],"people_candidates_held":{"count":8,"by_reason":{"names_a_place":1,"authorship_only":3,"implausible_name":1,"names_the_business":1,"not_a_personal_name":5,"name_looks_like_phrase":2,"name_is_an_account_handle":1,"role_of_another_business: SMPS-NY":1},"set_aside_beside_published":{"count":13,"by_reason":{"authorship_only":12,"clause_initial_title":1}}},"organization_relationships":{"pages":134,"status":"partial","statements":116,"identifiers":0,"below_support":33,"relationships":13,"readings_not_shown":53,"page_paragraphs_cut":59,"cuts_under_relationship_headings":33,"links_without_relationship_words":248},"restaurant_location_providers":{},"restaurant_location_registries":{"fl_abt":{"records_observed":2,"premises_complete":1},"ny_sla":{"records_observed":72,"premises_complete":3},"ny_doh_food":{"records_observed":2,"premises_complete":3},"fl_dbpr_food":{"records_observed":0,"premises_complete":1},"ny_nyc_health":{"records_observed":12,"premises_complete":1,"premises_unsupported":2},"ny_nyc_building":{"records_observed":57,"premises_complete":1,"premises_unsupported":2},"ny_suffolk_food":{"records_observed":0,"premises_unsupported":3},"fl_bocaraton_btr":{"records_observed":5,"premises_complete":1},"fl_miamibeach_btr":{"records_observed":0,"premises_unsupported":1},"fl_pasco_building":{"records_observed":0,"premises_unsupported":1},"fl_tampa_building":{"records_observed":0,"premises_unsupported":1},"fl_orlando_building":{"records_observed":0,"premises_unsupported":1},"fl_bocaraton_building":{"records_observed":26,"premises_complete":1},"fl_capecoral_building":{"records_observed":0,"premises_unsupported":1},"fl_melbourne_building":{"records_observed":0,"premises_unsupported":1},"fl_clearwater_building":{"records_observed":0,"premises_unsupported":1},"fl_miamibeach_building":{"records_observed":0,"premises_unsupported":1},"fl_miamidade_occupancy":{"records_observed":0,"premises_unsupported":1},"fl_winterpark_building":{"records_observed":0,"premises_unsupported":1},"unconfigured_NY_building_permit":{"records_observed":0,"premises_unsupported":2},"unconfigured_NY_health_inspection":{"records_observed":0,"premises_unsupported":2},"unconfigured_FL_certificate_of_occupancy":{"records_observed":0,"premises_unsupported":1}},"restaurant_location_provider_reads":{"grubhub":{"not_attempted":2,"validation_unconfirmed":2},"ubereats":{"not_attempted":2,"validation_unconfirmed":2},"spothopper":{"not_attempted":2,"validation_unconfirmed":2}}},"lanes_failed":["declared_live","litigation"],"rendered_tier":{"reason":"the served page ships no hydrated state and served readable text, so there is nothing a browser would assemble that the static parse missed","eligible":false},"lanes_never_run":null,"identity":{"title":"Identity","facts":[{"label":"Published name","value":"Grassi","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared Organization name"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published description","value":"Grassi is nationally ranked and recognized advisory, tax and accounting firm that provides industry-specific services to key market sectors.","basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Declared language","value":"en-US","basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Canonical URL","value":"https://www.grassiadvisors.com/","basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Copyright line","value":"Copyright © 2026 Grassi","basis":"directly_observed","via":["https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Grassi","value":{"url":"https://www.grassiadvisors.com/","logo":"https://www.grassiadvisors.com/wp-content/uploads/2024/01/Grassi-Logo_IT-Department.png","name":"Grassi","@type":"Organization"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Logo","value":"https://www.grassiadvisors.com/wp-content/uploads/2024/01/Grassi-Logo_IT-Department.png","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared Organization logo"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"}]},"infrastructure":{"title":"Infrastructure","facts":[{"label":"Hosts observed","value":"grassiadvisors.com, www.grassiadvisors.com, casclients.grassiadvisors.com, email.crsurvey.grassiadvisors.com, learn.grassiadvisors.com, learn1.grassiadvisors.com","basis":"directly_observed","first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"HTTP version","value":"HTTP/2.0","basis":"directly_observed","via":["https://www.grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.075684+00:00","last_confirmed_at":"2026-10-29T01:28:57.075684+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Homepage status","value":200,"basis":"directly_observed","via":["https://www.grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.075684+00:00","last_confirmed_at":"2026-10-29T01:28:57.075684+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"TLS version","value":"TLSv1.3","basis":"directly_observed","via":["TLS handshake with SNI grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.069412+00:00","last_confirmed_at":"2026-10-29T01:28:57.069412+00:00","about_ref":"self"},{"label":"ALPN","value":"h2","basis":"directly_observed","via":["TLS handshake with SNI grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.069412+00:00","last_confirmed_at":"2026-10-29T01:28:57.069412+00:00","about_ref":"self"},{"label":"Announcing network","value":"AS40509 FLY - Fly.io, Inc., US","basis":"directly_observed","via":["DNS A/AAAA","BGP prefix origin","RIR registry"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"Announcing network","value":"AS209242 CLOUDFLARESPECTRUM Cloudflare, Inc., US","basis":"directly_observed","via":["DNS A/AAAA","BGP prefix origin","RIR registry"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"Announcing network","value":"AS396982 GOOGLE-CLOUD-PLATFORM - Google LLC, US","basis":"directly_observed","via":["DNS A/AAAA","BGP prefix origin","RIR registry"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"Registrar","value":"Network Solutions, LLC","basis":"directly_observed","via":["RDAP"],"first_observed_at":"2026-10-29T01:28:57.065315+00:00","last_confirmed_at":"2026-10-29T01:28:57.065315+00:00","about_ref":"self"},{"label":"Domain first registered","value":"2017-03-21","basis":"directly_observed","via":["RDAP"],"first_observed_at":"2026-10-29T01:28:57.065315+00:00","last_confirmed_at":"2026-10-29T01:28:57.065315+00:00","about_ref":"self"},{"label":"A at grassiadvisors.com","value":"141.193.213.10  •  141.193.213.11","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"CNAME at casclients.grassiadvisors.com","value":"small-water-8854.fly.dev.","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:58.848463+00:00","last_confirmed_at":"2026-10-29T01:28:58.848463+00:00","about_ref":"self"},{"label":"CNAME at email.crsurvey.grassiadvisors.com","value":"mailgun.org.","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:58.848202+00:00","last_confirmed_at":"2026-10-29T01:28:58.848202+00:00","about_ref":"self"},{"label":"CNAME at learn.grassiadvisors.com","value":"39792210.group10.sites.hubspot.net.","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:58.848424+00:00","last_confirmed_at":"2026-10-29T01:28:58.848424+00:00","about_ref":"self"},{"label":"CNAME at learn1.grassiadvisors.com","value":"39792210.group10.sites.hubspot.net.","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:58.848285+00:00","last_confirmed_at":"2026-10-29T01:28:58.848285+00:00","about_ref":"self"},{"label":"NS at grassiadvisors.com","value":"ns10.digicertdns.com.  •  ns11.digicertdns.com.  •  ns12.digicertdns.com.  •  ns13.digicertdns.net.  •  ns14.digicertdns.net.  •  ns15.digicertdns.net.","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"SOA at grassiadvisors.com","value":"ns10.digicertdns.com. dns.digicertdns.com. 2009010194 43200 3600 1209600 180","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"}]},"technology":{"title":"Technology","facts":[{"label":"Chosen","value":{"name":"Chosen","@type":"SoftwareApplication","softwareVersion":"2.5.21"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Cloudflare","value":{"name":"Cloudflare","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Complianz","value":{"name":"Complianz","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"CookieYes","value":{"name":"CookieYes","@type":"SoftwareApplication","softwareVersion":"3.5.5"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Google Tag Manager","value":{"name":"Google Tag Manager","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"HSTS","value":{"name":"HSTS","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"HTTP/3","value":{"name":"HTTP/3","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Linkedin Ads","value":{"name":"Linkedin Ads","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"MySQL","value":{"name":"MySQL","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"PHP","value":{"name":"PHP","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Slick","value":{"name":"Slick","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"The Events Calendar","value":{"name":"The Events Calendar","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"WP Engine","value":{"name":"WP Engine","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"WordPress","value":{"name":"WordPress","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Yoast SEO","value":{"name":"Yoast SEO","@type":"SoftwareApplication","softwareVersion":"28.8"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Yoast SEO Premium","value":{"name":"Yoast SEO Premium","@type":"SoftwareApplication","softwareVersion":"28.7"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"jQuery","value":{"name":"jQuery","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"jQuery Migrate","value":{"name":"jQuery Migrate","@type":"SoftwareApplication","softwareVersion":"3.4.1"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"jQuery UI","value":{"name":"jQuery UI","@type":"SoftwareApplication"},"basis":"directly_observed","via":["https://www.grassiadvisors.com/","wappalyzer ruleset match","observed in static_fetch"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Embeds content from","value":"10618633.fls.doubleclick.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as iframe_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"admd.ink","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"assets.adobedtm.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared as script_src","observed in people_parse, rendered_dom, static_parse"],"first_observed_at":"2026-10-29T01:28:58.763962+00:00","last_confirmed_at":"2026-10-29T01:29:54.191061+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Expects to resolve","value":"connect.facebook.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","declared as dns_prefetch","observed in people_parse"],"first_observed_at":"2026-10-29T01:29:29.252086+00:00","last_confirmed_at":"2026-10-29T01:29:29.295018+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"connect.facebook.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","declared as script_src","observed in people_parse"],"first_observed_at":"2026-10-29T01:29:29.252086+00:00","last_confirmed_at":"2026-10-29T01:29:29.295018+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Embeds content from","value":"e.issuu.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/premium-tools/2021-nonprofit-benchmarking-survey/","declared as iframe_src","observed in people_parse"],"first_observed_at":"2026-10-29T01:29:37.485553+00:00","last_confirmed_at":"2026-10-29T01:29:47.593950+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Referenced in inline script","value":"evnt.is","basis":"publisher_declared","via":["https://www.grassiadvisors.com/events/","declared as inline_script","observed in people_parse, rendered_dom, static_parse"],"first_observed_at":"2026-10-29T01:29:07.282087+00:00","last_confirmed_at":"2026-10-29T01:29:07.282087+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Expects to connect to","value":"fonts.googleapis.com","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","declared as preconnect","observed in static_parse"],"first_observed_at":"2026-10-29T01:29:01.042740+00:00","last_confirmed_at":"2026-10-29T01:29:01.042740+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"Loads stylesheet from","value":"fonts.googleapis.com","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","declared as stylesheet","observed in static_parse"],"first_observed_at":"2026-10-29T01:29:01.042740+00:00","last_confirmed_at":"2026-10-29T01:29:01.042740+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"Expects to connect to","value":"fonts.gstatic.com","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","declared as preconnect","observed in static_parse"],"first_observed_at":"2026-10-29T01:29:01.042740+00:00","last_confirmed_at":"2026-10-29T01:29:01.042740+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"Loads script from","value":"googleads.g.doubleclick.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.hs-analytics.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.hs-banner.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.hs-scripts.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared as script_src","observed in people_parse, rendered_dom, static_parse"],"first_observed_at":"2026-10-29T01:28:58.763962+00:00","last_confirmed_at":"2026-10-29T01:29:54.191061+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.hscollectedforms.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.hsforms.net","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared as script_src","observed in people_parse, static_parse"],"first_observed_at":"2026-10-29T01:28:58.763962+00:00","last_confirmed_at":"2026-10-29T01:29:03.055583+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.hubspot.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"js.zi-scripts.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Referenced in inline script","value":"s.w.org","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared as inline_script","observed in people_parse, rendered_dom, static_parse"],"first_observed_at":"2026-10-29T01:28:58.763962+00:00","last_confirmed_at":"2026-10-29T01:29:54.191061+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Referenced in inline script","value":"snap.licdn.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared as inline_script","observed in people_parse, rendered_dom, static_parse"],"first_observed_at":"2026-10-29T01:28:58.763962+00:00","last_confirmed_at":"2026-10-29T01:29:54.191061+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"snap.licdn.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"tag.simpli.fi","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"twin-iq.kickfire.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"us-assets.i.posthog.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Embeds content from","value":"www.google.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/contact-us/","declared as iframe_src","observed in people_parse"],"first_observed_at":"2026-10-29T01:30:03.856776+00:00","last_confirmed_at":"2026-10-29T01:30:03.856776+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"www.google.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/contact-us/","declared as script_src","observed in people_parse"],"first_observed_at":"2026-10-29T01:30:03.856776+00:00","last_confirmed_at":"2026-10-29T01:30:03.856776+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Referenced in inline script","value":"www.googletagmanager.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared as inline_script","observed in people_parse, rendered_dom, static_parse"],"first_observed_at":"2026-10-29T01:28:58.763962+00:00","last_confirmed_at":"2026-10-29T01:29:54.191061+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"www.googletagmanager.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","declared as script_src","observed in people_parse, rendered_dom"],"first_observed_at":"2026-10-29T01:29:17.864893+00:00","last_confirmed_at":"2026-10-29T01:30:33.553636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Loads script from","value":"www.gstatic.com","basis":"publisher_declared","via":["https://www.grassiadvisors.com/contact-us/","declared as script_src","observed in people_parse"],"first_observed_at":"2026-10-29T01:30:03.856776+00:00","last_confirmed_at":"2026-10-29T01:30:03.856776+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"}]},"mail":{"title":"Mail","facts":[{"label":"Authorised to send mail as this domain","value":"39792210.spf05.hubspotemail.net","basis":"publisher_declared","via":["grassiadvisors.com","declared as spf_include","observed in static_parse"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"Authorised to send mail as this domain","value":"spf.protection.outlook.com","basis":"publisher_declared","via":["grassiadvisors.com","declared as spf_include","observed in static_parse"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"Authorised to send mail as this domain","value":"us._netblocks.mimecast.com","basis":"publisher_declared","via":["grassiadvisors.com","declared as spf_include","observed in static_parse"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"Mail exchangers","value":["10 us-smtp-inbound-1.mimecast.com.","10 us-smtp-inbound-2.mimecast.com."],"basis":"directly_observed","via":["DNS MX"],"last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"SPF record","value":"v=spf1 include:us._netblocks.mimecast.com include:spf.protection.outlook.com include:39792210.spf05.hubspotemail.net ~all","basis":"directly_observed","via":["DNS TXT"],"last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"DMARC record","value":"v=DMARC1; p=quarantine; rua=mailto:3b829f1266d9173@rep.dmarcanalyzer.com; ruf=mailto:3b829f1266d9173@for.dmarcanalyzer.com; fo=1;","basis":"directly_observed","via":["DNS TXT at _dmarc"],"last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"DMARC policy","value":"quarantine","basis":"derived","resolver_version":"public/1","via":["RFC 7489 tag parse of the published record"],"last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"MX at grassiadvisors.com","value":"10 us-smtp-inbound-1.mimecast.com.  •  10 us-smtp-inbound-2.mimecast.com.","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"TXT at _dmarc.grassiadvisors.com","value":"v=DMARC1; p=quarantine; rua=mailto:3b829f1266d9173@rep.dmarcanalyzer.com; ruf=mailto:3b829f1266d9173@for.dmarcanalyzer.com; fo=1;","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"},{"label":"TXT at grassiadvisors.com","value":"0ed1fe018ac729ba8648c946c9b84571c0943e7dd7  •  MS=ms80657822  •  apple-domain-verification=2rx4L6kn9201GtUf  •  e6d56b2d79619c1cb3e15bfc2f930da8  •  google-site-verification=RVV_pgZLbu1uR-MVUMh3TS6P7aHKyCg-d5GKqkLuH1g  •  knowbe4-site-verification=e6d56b2d79619c1cb3e15bfc2f930da8  •  v=spf1 include:us._netblocks.mimecast.com include:spf.protection.outlook.com include:39792210.spf05.hubspotemail.net ~all","basis":"directly_observed","via":["DNS"],"first_observed_at":"2026-10-29T01:28:57.001929+00:00","last_confirmed_at":"2026-10-29T01:28:57.001929+00:00","about_ref":"self"}]},"security":{"title":"Security","facts":[{"label":"Strict-Transport-Security","value":"max-age=63072000; includeSubDomains; preload","basis":"directly_observed","via":["HTTP response header from www.grassiadvisors.com"],"first_observed_at":"2026-10-29T01:30:40.168871+00:00","last_confirmed_at":"2026-10-29T01:30:40.168871+00:00","about_ref":"self"},{"label":"Certificate issuer","value":"Let's Encrypt","basis":"directly_observed","via":["TLS handshake with SNI grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.069412+00:00","last_confirmed_at":"2026-10-29T01:28:57.069412+00:00","about_ref":"self"},{"label":"Certificate expires","value":"2027-01-23","basis":"directly_observed","via":["TLS handshake with SNI grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.069412+00:00","last_confirmed_at":"2026-10-29T01:28:57.069412+00:00","about_ref":"self"},{"label":"DNSSEC signed","value":false,"basis":"directly_observed","via":["RDAP"],"first_observed_at":"2026-10-29T01:28:57.065315+00:00","last_confirmed_at":"2026-10-29T01:28:57.065315+00:00","about_ref":"self"}]},"hiring":{"title":"Hiring","facts":[{"label":"Recruiting platform","value":"linkedin_jobs","basis":"directly_observed","via":["publisher careers link","resolved board identity","https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0"],"last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Board","value":"144086","basis":"directly_observed","via":["publisher careers link","resolved board identity","https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0"],"last_confirmed_at":"2026-10-29T01:31:02.606019+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open roles","value":10,"basis":"directly_observed","via":["publisher careers link","resolved board identity","https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0"],"last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Board","value":"grassiadvisors","basis":"directly_observed","via":["publisher careers link","resolved board identity","https://www.linkedin.com/jobs-guest/jobs/api/seeMoreJobPostings/search?f_C=144086&start=0"],"last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4475843733","@type":"JobPosting","title":"Tax Manager","datePosted":"2026-10-19","identifier":"4475843733","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Jericho, NY"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4475843733"],"first_observed_at":"2026-10-19T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4481216940","@type":"JobPosting","title":"Tax Manager","datePosted":"2026-10-19","identifier":"4481216940","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Park Ridge, NJ"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4481216940"],"first_observed_at":"2026-10-19T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4481241325","@type":"JobPosting","title":"Tax Supervisor","datePosted":"2026-10-19","identifier":"4481241325","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"New York City Metropolitan Area"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4481241325"],"first_observed_at":"2026-10-19T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/senior-project-accountant-at-grassi-4467421430","@type":"JobPosting","title":"Senior Project Accountant","datePosted":"2026-09-14","identifier":"4467421430","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Elmont, NY"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/senior-project-accountant-at-grassi-4467421430"],"first_observed_at":"2026-09-14T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4426363553","@type":"JobPosting","title":"Tax Manager","datePosted":"2026-06-09","identifier":"4426363553","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Chelmsford, MA"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-manager-at-grassi-4426363553"],"first_observed_at":"2026-06-09T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-manager-construction-at-grassi-4426376145","@type":"JobPosting","title":"Tax Manager - Construction","datePosted":"2026-06-09","identifier":"4426376145","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Jericho, NY"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-manager-construction-at-grassi-4426376145"],"first_observed_at":"2026-06-09T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-manager-trust-estate-at-grassi-4426354949","@type":"JobPosting","title":"Tax Manager - Trust & Estate","datePosted":"2026-06-09","identifier":"4426354949","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Jericho, NY"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-manager-trust-estate-at-grassi-4426354949"],"first_observed_at":"2026-06-09T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-senior-at-grassi-4426373065","@type":"JobPosting","title":"Tax Senior","datePosted":"2026-06-09","identifier":"4426373065","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"St Louis, MO"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-senior-at-grassi-4426373065"],"first_observed_at":"2026-06-09T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426358947","@type":"JobPosting","title":"Tax Supervisor","datePosted":"2026-06-09","identifier":"4426358947","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Chelmsford, MA"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426358947"],"first_observed_at":"2026-06-09T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"},{"label":"Open role","value":{"url":"https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426363524","@type":"JobPosting","title":"Tax Supervisor","datePosted":"2026-06-09","identifier":"4426363524","publisherSource":"linkedin_jobs","hiringOrganization":{"name":"Grassi","@type":"Organization"},"publisherJobLocation":"Park Ridge, NJ"},"basis":"directly_observed","via":["https://www.linkedin.com/jobs/view/tax-supervisor-at-grassi-4426363524"],"first_observed_at":"2026-06-09T00:00:00+00:00","last_confirmed_at":"2026-10-29T01:31:03.603700+00:00","about_ref":"self","source_surface_ref":"https://www.linkedin.com"}]},"external_identities":{"title":"External identities","facts":[{"label":"X account","value":"GrassiAdvisors","basis":"publisher_declared","via":["https://www.grassiadvisors.com/","declared in twitter:site meta","jsonld_same_as: https://x.com/GrassiAdvisors"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:bf4c37f1-af93-43a6-bf0a-2860da8669e2","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Facebook page","value":"grassiadvisors1","basis":"directly_observed","resolver_version":"acquire-v1","via":["jsonld_same_as: https://www.facebook.com/grassiadvisors1"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:f99118e3-b9b4-4fe5-b9dd-30bed1d24d74","source_surface_ref":"https://www.facebook.com"},{"label":"Google site verification","value":"EitDAqFqkO-d6Qww1QkivpMgvkH6lSPjbAyzBmKPcUU","basis":"directly_observed","resolver_version":"acquire-v1","via":["platform_snippet: https://casclients.grassiadvisors.com"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:502b019d-c0b3-4eaf-8bf6-7e51a7ef031e","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"Google ads conversion id","value":"AW-16476205585","basis":"directly_observed","resolver_version":"acquire-v1","via":["platform_snippet: https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:35475872-a959-4779-8d9c-812942e30670","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"GA4 measurement id","value":"G-3J6NTF3E8X","basis":"directly_observed","resolver_version":"acquire-v1","via":["platform_snippet: https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:048990d6-1ac9-40e3-b226-af23f35366c5","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Google floodlight id","value":"DC-10618633","basis":"directly_observed","resolver_version":"acquire-v1","via":["platform_snippet: https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:120ae215-05a9-47b2-93ac-d3e4f370d0fb","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"GTM container id","value":"GTM-KCHNQKVV","basis":"directly_observed","resolver_version":"acquire-v1","via":["platform_snippet: https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:a5abff09-6f3a-46c0-8283-d2a96d633390","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Instagram account","value":"grassiadvisors","basis":"directly_observed","resolver_version":"acquire-v1","via":["publisher_link: https://www.instagram.com/grassiadvisors/","resolves to https://www.instagram.com/grassiadvisors"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:81ae6fa5-1011-4603-8f7c-73606e1b9404","source_surface_ref":"https://www.instagram.com"},{"label":"LinkedIn company","value":"144086","basis":"directly_observed","resolver_version":"acquire-v1","via":["jsonld_same_as: https://www.linkedin.com/company/144086/admin/feed/posts/","resolves to https://www.linkedin.com/company/144086"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:2eb2310e-7139-4400-a421-92efaa96c3bd","source_surface_ref":"https://www.linkedin.com"},{"label":"YouTube channel","value":"@grassiadvisors","basis":"directly_observed","resolver_version":"acquire-v1","via":["publisher_link: http://www.youtube.com/@grassiadvisors","resolves to https://www.youtube.com/@grassiadvisors"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:d8212b86-6f2f-4ed6-973f-a392715c9431","source_surface_ref":"http://www.youtube.com"},{"label":"LinkedIn partner id","value":"6468010","basis":"directly_observed","resolver_version":"acquire-v1","via":["platform_snippet: https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:26e1b21e-6213-46ce-b38c-088000ecc489","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"LinkedIn company","value":"grassiadvisors","basis":"directly_observed","resolver_version":"acquire-v1","via":["publisher_link: https://www.linkedin.com/company/grassiadvisors/","resolves to https://www.linkedin.com/company/grassiadvisors"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"relationship:e2504cc3-d1a1-41b7-b9c3-d919085146d0","source_surface_ref":"https://www.linkedin.com"}]},"contact":{"title":"Contact","facts":[{"label":"grassicampusrecruiting@grassiadvisors.com","value":{"@type":"ContactPoint","email":"grassicampusrecruiting@grassiadvisors.com","value":"grassicampusrecruiting@grassiadvisors.com","channel":"email","purpose":"Campus Recruiting FAQs","subject":{"kind":"organization"},"evidence":[{"text":"Contact us at grassicampusrecruiting@grassiadvisors.com or visit us on campus. Please refer to our campus events schedule to find out when and where we’ll be next. We look forward to connecting with you!","region":"aside","heading":"Campus Recruiting FAQs","locator":"p","source_url":"https://www.grassiadvisors.com/careers/campus-recruiting/","representation":"visible"}],"validity":"unknown","description":"Contact us at grassicampusrecruiting@grassiadvisors.com or visit us on campus. Please refer to our campus events schedule to find out when and where we’ll be next. We look forward to connecting with y","availability":"unknown","representation":"visible"},"basis":"directly_observed","first_observed_at":"2026-10-29T01:30:54.973043+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/careers/campus-recruiting/","printed in page text, not marked up"],"basis":"directly_observed"}},"via":["https://www.grassiadvisors.com/careers/campus-recruiting/","printed in page text, not marked up"]},{"label":"clam@grassiadvisors.com","value":{"@type":"ContactPoint","email":"clam@grassiadvisors.com","value":"clam@grassiadvisors.com","channel":"email","purpose":"Chi Lam, CPA Audit Manager","subject":{"kind":"organization"},"evidence":[{"text":"clam@grassiadvisors.com 212.223.5036","region":"aside","heading":"Chi Lam, CPA Audit Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/chi-lam/","representation":"href"},{"text":"clam@grassiadvisors.com 212.223.5036","region":"aside","heading":"Chi Lam, CPA Audit Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/chi-lam/","representation":"visible"},{"region":"aside","heading":"Chi Lam, CPA Audit Manager","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/chi-lam/","representation":"href"}],"validity":"unknown","description":"clam@grassiadvisors.com 212.223.5036","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.784047+00:00","last_confirmed_at":"2026-10-29T01:28:58.784047+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/chi-lam/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/chi-lam/"]},{"label":"212.223.5088","value":{"@type":"ContactPoint","value":"212.223.5088","channel":"voice","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"aleejun@grassiadvisors.com 212.223.5088","region":"aside","heading":"Alison LeeJun, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alison-leejun/","representation":"href"},{"text":"aleejun@grassiadvisors.com 212.223.5088","region":"aside","heading":"Alison LeeJun, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alison-leejun/","representation":"visible"},{"region":"aside","heading":"Alison LeeJun, CPA Senior Manager","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/alison-leejun/","representation":"href"}],"validity":"unknown","telephone":"212.223.5088","description":"aleejun@grassiadvisors.com 212.223.5088","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:49.581335+00:00","last_confirmed_at":"2026-10-29T01:29:49.581335+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alison-leejun/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/alison-leejun/"]},{"label":"recruiting@grassiadvisors.com","value":{"@type":"ContactPoint","email":"recruiting@grassiadvisors.com","value":"recruiting@grassiadvisors.com","channel":"email","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"You can submit your resume for future consideration to Grassi Recruiting, recruiting@grassiadvisors.com .","heading":"Don’t see the job you are looking for?","locator":"p","section":"Current Openings","source_url":"https://www.grassiadvisors.com/careers/current-openings/","representation":"href"},{"text":"You can submit your resume for future consideration to Grassi Recruiting, recruiting@grassiadvisors.com .","heading":"Don’t see the job you are looking for?","locator":"p","section":"Current Openings","source_url":"https://www.grassiadvisors.com/careers/current-openings/","representation":"visible"}],"validity":"unknown","description":"You can submit your resume for future consideration to Grassi Recruiting, recruiting@grassiadvisors.com .","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:30:34.984318+00:00","last_confirmed_at":"2026-10-29T01:30:34.984318+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/careers/current-openings/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/careers/current-openings/"]},{"label":"516.495.5790","value":{"@type":"ContactPoint","value":"516.495.5790","channel":"voice","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"apoolt@grassiadvisors.com 516.495.5790","region":"aside","heading":"Anna Poolt, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/anna-poolt/","representation":"href"},{"text":"apoolt@grassiadvisors.com 516.495.5790","region":"aside","heading":"Anna Poolt, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/anna-poolt/","representation":"visible"},{"region":"aside","heading":"Anna Poolt, CPA Senior Manager","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/anna-poolt/","representation":"href"}],"validity":"unknown","telephone":"516.495.5790","description":"apoolt@grassiadvisors.com 516.495.5790","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:49.657779+00:00","last_confirmed_at":"2026-10-29T01:29:49.657779+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/anna-poolt/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/anna-poolt/"]},{"label":"sample@email.com","value":{"@type":"ContactPoint","email":"sample@email.com","value":"sample@email.com","channel":"email","purpose":"Effective Cybersecurity Strategies","subject":{"kind":"delegated_support"},"evidence":[{"text":"Share:","heading":"Effective Cybersecurity Strategies:","locator":"div.social-share","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","representation":"href"},{"text":"Share:","heading":"2025 Food & Beverage Survey – New York and New Jersey","locator":"div.social-share.wrapper2","section":"Premium Tools and Industry Resources","source_url":"https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/","representation":"href"},{"text":"Share:","heading":"Grassi Launches 2027 Nonprofit Leadership Survey","locator":"div.social-share.wrapper","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-launches-2027-nonprofit-leadership-survey/","representation":"href"}],"validity":"unknown","description":"Effective Cybersecurity Strategies","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:23.587956+00:00","last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","the page names this address on another registrable domain as its own (\"us\"): delegated support, for the purpose it states only","printed beside it: \"\""],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","the page names this address on another registrable domain as its own (\"us\"): delegated support, for the purpose it states only","printed beside it: \"\""]},{"label":"516.336.2475","value":{"@type":"ContactPoint","value":"516.336.2475","channel":"voice","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"If you have questions about qualifying as a real estate professional, please contact your Grassi Advisor or Jeffrey Cohen , Tax Services Leader at jcohen@grassiadvisors.com or 516.336.2475.","heading":"To the IRS, not all Real Estate Professionals are Created Equal","locator":"p","source_url":"https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","representation":"visible"},{"text":"jcohen@grassiadvisors.com 516.336.2475","region":"aside","heading":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","representation":"href"},{"text":"jcohen@grassiadvisors.com 516.336.2475","region":"aside","heading":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","representation":"visible"}],"validity":"unknown","telephone":"516.336.2475","description":"jcohen@grassiadvisors.com 516.336.2475","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:25.951789+00:00","last_confirmed_at":"2026-10-29T01:29:25.951789+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/jeffrey-g-cohen/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/jeffrey-g-cohen/"]},{"label":"Published form asks for","value":{"form":{"gaps":["challenge_on_page"],"live":true,"fields":[{"name":"firstname","type":"text","label":"First Name","required":true,"selector":"#firstname-233bdb01-2459-4a23-b23e-19fbb26d51cf","semantic":{"role":"sender.first_name","state":"declared","evidence":"autocomplete=given-name"},"inputmode":"text","autocomplete":"given-name"},{"name":"lastname","type":"text","label":"Last Name","required":true,"selector":"#lastname-233bdb01-2459-4a23-b23e-19fbb26d51cf","semantic":{"role":"sender.last_name","state":"declared","evidence":"autocomplete=family-name"},"inputmode":"text","autocomplete":"family-name"},{"name":"company","type":"text","label":"Company","required":true,"selector":"#company-233bdb01-2459-4a23-b23e-19fbb26d51cf","semantic":{"role":"sender.company","state":"declared","evidence":"autocomplete=organization"},"inputmode":"text","autocomplete":"organization"},{"kind":"email","name":"email","type":"email","label":"Email","required":true,"selector":"#email-233bdb01-2459-4a23-b23e-19fbb26d51cf","semantic":{"role":"sender.email","state":"declared","evidence":"autocomplete=email"},"inputmode":"email","autocomplete":"email"},{"kind":"tel","name":"phone","type":"tel","label":"Phone","selector":"#phone-233bdb01-2459-4a23-b23e-19fbb26d51cf","semantic":{"role":"sender.phone","state":"declared","evidence":"autocomplete=tel"},"inputmode":"tel","autocomplete":"tel"},{"kind":"message","name":"message","type":"textarea","label":"How can we help?","required":true,"selector":"#message-233bdb01-2459-4a23-b23e-19fbb26d51cf"}],"captcha":"recaptcha","purpose":{"resolved":"contact","candidates":["contact"],"structural":"contact","structural_reason":"a way to reply and a free-text field"},"outreach":{"reason":"its structure is a contact form","eligible":true,"preferred":true,"asks_message":true},"occurrence":{"heading":"Let’s Talk.","page_url":"https://www.grassiadvisors.com/"},"submission":{"url":"https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf","method":"POST"},"interaction":{"controls":[{"text":"Submit","type":"submit","selector":"#hsForm_233bdb01-2459-4a23-b23e-19fbb26d51cf > div:nth-of-type(8) > div:nth-of-type(2) > input"}],"observation":"read_only"},"submit_text":"Submit","captcha_mode":"invisible","captcha_scope":"form","form_selector":"#hsForm_233bdb01-2459-4a23-b23e-19fbb26d51cf","submit_selector":"#hsForm_233bdb01-2459-4a23-b23e-19fbb26d51cf > div:nth-of-type(8) > div:nth-of-type(2) > input","previous_source_keys":["urn:lumitra:route:grassiadvisors.com:b9431390df36705a"]},"@type":"ContactPoint","value":"https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf","channel":"form","purpose":"contact","subject":{"kind":"organization"},"document":"First Name, Last Name, Company, Email, Phone, How can we help?","validity":"unknown","availability":"unknown","representation":"structured"},"basis":"directly_observed","first_observed_at":"2026-10-29T01:30:58.542515+00:00","last_confirmed_at":"2026-10-29T01:30:58.542515+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/","form headed \"Let’s Talk.\"","submits to https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf","purpose: contact (a way to reply and a free-text field)","https://www.grassiadvisors.com/contact-us/"],"basis":"directly_observed"}},"via":["https://www.grassiadvisors.com/","form headed \"Let’s Talk.\"","submits to https://forms.hsforms.com/submissions/v3/public/submit/formsnext/multipart/39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf","purpose: contact (a way to reply and a free-text field)","https://www.grassiadvisors.com/contact-us/"]},{"label":"212.223.5072","value":{"@type":"ContactPoint","value":"212.223.5072","channel":"voice","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"For more information on how to evaluate your contracts and get this conversation started with your banker, please contact Jaime Rapps , Audit Partner, at 212.223.5072 or jrapps@grassiadvisors.com .","heading":"Add LIBOR Changes to Your Risk Management Plans","locator":"p","source_url":"https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","representation":"visible"},{"text":"jrapps@grassiadvisors.com 212.223.5072","region":"aside","heading":"Jaime Rapps, CPA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/jaime-rapps/","representation":"href"},{"text":"jrapps@grassiadvisors.com 212.223.5072","region":"aside","heading":"Jaime Rapps, CPA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/jaime-rapps/","representation":"visible"}],"validity":"unknown","telephone":"212.223.5072","description":"For more information on how to evaluate your contracts and get this conversation started with your banker, please contact Jaime Rapps , Audit Partner, at 212.223.5072 or jrapps@grassiadvisors.com .","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:14.977706+00:00","last_confirmed_at":"2026-10-29T01:29:14.977706+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/"]},{"label":"212.223.5036","value":{"@type":"ContactPoint","value":"212.223.5036","channel":"voice","purpose":"Chi Lam, CPA Audit Manager","subject":{"kind":"organization"},"evidence":[{"text":"clam@grassiadvisors.com 212.223.5036","region":"aside","heading":"Chi Lam, CPA Audit Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/chi-lam/","representation":"href"},{"text":"clam@grassiadvisors.com 212.223.5036","region":"aside","heading":"Chi Lam, CPA Audit Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/chi-lam/","representation":"visible"},{"region":"aside","heading":"Chi Lam, CPA Audit Manager","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/chi-lam/","representation":"href"}],"validity":"unknown","telephone":"212.223.5036","description":"clam@grassiadvisors.com 212.223.5036","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.784047+00:00","last_confirmed_at":"2026-10-29T01:28:58.784047+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/chi-lam/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/chi-lam/"]},{"label":"legal@grassiadvisors.com","value":{"@type":"ContactPoint","email":"legal@grassiadvisors.com","value":"legal@grassiadvisors.com","channel":"email","purpose":"Privacy Policy","subject":{"kind":"organization"},"evidence":[{"text":"Grassi may also give you choices about how we use your information. You can exercise these rights by checking certain boxes on the forms we use to collect your data. You can also contact us at legal@grassiadvisors.com to exercise these rights at any time.","heading":"Privacy Policy","locator":"p","source_url":"https://www.grassiadvisors.com/privacy-policy/","representation":"href"},{"text":"Grassi may also give you choices about how we use your information. You can exercise these rights by checking certain boxes on the forms we use to collect your data. You can also contact us at legal@grassiadvisors.com to exercise these rights at any time.","heading":"Privacy Policy","locator":"p","source_url":"https://www.grassiadvisors.com/privacy-policy/","representation":"visible"}],"validity":"unknown","description":"Grassi may also give you choices about how we use your information. You can exercise these rights by checking certain boxes on the forms we use to collect your data. You can also contact us at legal@g","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.784247+00:00","last_confirmed_at":"2026-10-29T01:28:58.784247+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/privacy-policy/","role address by local-part convention"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/privacy-policy/","role address by local-part convention"]},{"label":"781.400.1625","value":{"@type":"ContactPoint","value":"781.400.1625","channel":"voice","purpose":"Thomas Kreckler, CPA, MSA Partner, Needham Managing Partner","subject":{"kind":"organization"},"evidence":[{"text":"tkreckler@grassiadvisors.com 781.400.1625","region":"aside","heading":"Thomas Kreckler, CPA, MSA Partner, Needham Managing Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/thomas-kreckler/","representation":"href"},{"text":"tkreckler@grassiadvisors.com 781.400.1625","region":"aside","heading":"Thomas Kreckler, CPA, MSA Partner, Needham Managing Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/thomas-kreckler/","representation":"visible"},{"text":"smartin@grassiadvisors.com 781.400.1625","region":"aside","heading":"Sherri L. Martin, CPA, MST Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/sherri-l-martin/","representation":"href"}],"validity":"unknown","telephone":"781.400.1625","description":"tkreckler@grassiadvisors.com 781.400.1625","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:19.435973+00:00","last_confirmed_at":"2026-10-29T01:29:19.435973+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/thomas-kreckler/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/thomas-kreckler/"]},{"label":"aleejun@grassiadvisors.com","value":{"@type":"ContactPoint","email":"aleejun@grassiadvisors.com","value":"aleejun@grassiadvisors.com","channel":"email","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"aleejun@grassiadvisors.com 212.223.5088","region":"aside","heading":"Alison LeeJun, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alison-leejun/","representation":"href"},{"text":"aleejun@grassiadvisors.com 212.223.5088","region":"aside","heading":"Alison LeeJun, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alison-leejun/","representation":"visible"},{"region":"aside","heading":"Alison LeeJun, CPA Senior Manager","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/alison-leejun/","representation":"href"}],"validity":"unknown","description":"aleejun@grassiadvisors.com 212.223.5088","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:49.581335+00:00","last_confirmed_at":"2026-10-29T01:29:49.581335+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alison-leejun/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/alison-leejun/"]},{"label":"212.223.5046","value":{"@type":"ContactPoint","value":"212.223.5046","channel":"voice","purpose":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","subject":{"kind":"organization"},"evidence":[{"text":"drottkamp@grassiadvisors.com 212.223.5046","region":"aside","heading":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","representation":"href"},{"text":"drottkamp@grassiadvisors.com 212.223.5046","region":"aside","heading":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","representation":"visible"},{"region":"aside","heading":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","representation":"href"}],"validity":"unknown","telephone":"212.223.5046","description":"drottkamp@grassiadvisors.com 212.223.5046","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:05.962507+00:00","last_confirmed_at":"2026-10-29T01:29:05.962507+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/david-m-rottkamp/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/david-m-rottkamp/"]},{"label":"Published form asks for","value":{"form":{"gaps":["fields_hosted_by_provider","submission_url_not_declared"],"live":true,"engine":"hubspot","outreach":{"reason":"its purpose is unresolved, not a general contact"},"occurrence":{"heading":"Let’s Talk.","page_url":"https://www.grassiadvisors.com/"},"engine_form_id":"39792210/233bdb01-2459-4a23-b23e-19fbb26d51cf","previous_source_keys":["urn:lumitra:route:grassiadvisors.com:2946185463ef25f5","urn:lumitra:route:grassiadvisors.com:6a50a6a48c7f5070"]},"@type":"ContactPoint","value":"https://www.grassiadvisors.com/","channel":"form","purpose":"unknown","subject":{"kind":"organization"},"document":"a form hosted by hubspot","validity":"unknown","availability":"unknown","representation":"structured"},"basis":"directly_observed","first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/","form headed \"Let’s Talk.\"","https://www.grassiadvisors.com/contact-us/","https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/","https://www.grassiadvisors.com/services/advisory/cfo-advisory/","https://www.grassiadvisors.com/services/advisory/construction-monitoring/","https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","https://www.grassiadvisors.com/services/advisory/esop-services/","https://www.grassiadvisors.com/services/advisory/family-office/","https://www.grassiadvisors.com/services/advisory/grant-compliance/","https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","https://www.grassiadvisors.com/services/advisory/hr-advisory-services/"],"basis":"directly_observed"}},"via":["https://www.grassiadvisors.com/","form headed \"Let’s Talk.\"","https://www.grassiadvisors.com/contact-us/","https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/","https://www.grassiadvisors.com/services/advisory/cfo-advisory/","https://www.grassiadvisors.com/services/advisory/construction-monitoring/","https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","https://www.grassiadvisors.com/services/advisory/esop-services/","https://www.grassiadvisors.com/services/advisory/family-office/","https://www.grassiadvisors.com/services/advisory/grant-compliance/","https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","https://www.grassiadvisors.com/services/advisory/hr-advisory-services/"]},{"label":"GrassiCampusRecruiting@grassicpas.com","value":{"@type":"ContactPoint","email":"GrassiCampusRecruiting@grassicpas.com","value":"GrassiCampusRecruiting@grassicpas.com","channel":"email","purpose":"TO APPLY","subject":{"kind":"delegated_support"},"evidence":[{"text":"To apply, please send your resume to GrassiCampusRecruiting@grassicpas.com","heading":"TO APPLY","locator":"p","section":"About Grassi’s Leadership Program","source_url":"https://www.grassiadvisors.com/leadership-program/","representation":"href"},{"text":"To apply, please send your resume to GrassiCampusRecruiting@grassicpas.com","heading":"TO APPLY","locator":"p","section":"About Grassi’s Leadership Program","source_url":"https://www.grassiadvisors.com/leadership-program/","representation":"visible"}],"validity":"unknown","description":"TO APPLY","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:08.173697+00:00","last_confirmed_at":"2026-10-29T01:29:08.173697+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/leadership-program/","the page names this address on another registrable domain as its own (\"us\"): delegated support, for the purpose it states only","printed beside it: \"To apply, please send your resume to GrassiCampusRecruiting@grassicpas.com\""],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/leadership-program/","the page names this address on another registrable domain as its own (\"us\"): delegated support, for the purpose it states only","printed beside it: \"To apply, please send your resume to GrassiCampusRecruiting@grassicpas.com\""]},{"label":"Published form asks for","value":{"form":{"gaps":["fields_hosted_by_provider","submission_url_not_declared"],"engine":"hubspot","outreach":{"reason":"its purpose is unresolved, not a general contact"},"occurrence":{"heading":"Let’s Talk.","page_url":"https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/"},"engine_form_id":"39792210/91b1c202-4b76-4070-9230-4b650de10044","previous_source_keys":["urn:lumitra:route:grassiadvisors.com:2946185463ef25f5","urn:lumitra:route:grassiadvisors.com:6a50a6a48c7f5070"]},"@type":"ContactPoint","value":"https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/","channel":"form","purpose":"unknown","subject":{"kind":"organization"},"document":"a form hosted by hubspot","validity":"unknown","availability":"unknown","representation":"structured"},"basis":"directly_observed","first_observed_at":"2026-10-29T01:28:58.784475+00:00","last_confirmed_at":"2026-10-29T01:28:58.784475+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/","form headed \"Let’s Talk.\""],"basis":"directly_observed"}},"via":["https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/","form headed \"Let’s Talk.\""]},{"label":"apoolt@grassiadvisors.com","value":{"@type":"ContactPoint","email":"apoolt@grassiadvisors.com","value":"apoolt@grassiadvisors.com","channel":"email","purpose":"unknown","subject":{"kind":"organization"},"evidence":[{"text":"apoolt@grassiadvisors.com 516.495.5790","region":"aside","heading":"Anna Poolt, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/anna-poolt/","representation":"href"},{"text":"apoolt@grassiadvisors.com 516.495.5790","region":"aside","heading":"Anna Poolt, CPA Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/anna-poolt/","representation":"visible"},{"region":"aside","heading":"Anna Poolt, CPA Senior Manager","locator":"div.contact-icons","source_url":"https://www.grassiadvisors.com/team/anna-poolt/","representation":"href"}],"validity":"unknown","description":"apoolt@grassiadvisors.com 516.495.5790","availability":"unknown","representation":"structured"},"basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:49.657779+00:00","last_confirmed_at":"2026-10-29T01:29:49.657779+00:00","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/anna-poolt/"],"basis":"publisher_declared"}},"via":["https://www.grassiadvisors.com/team/anna-poolt/"]}],"candidates":[],"collection":{"status":"partial","observed_at":"2026-10-29T01:32:00.267906Z","reasons":["the declared_live lane failed","people pages read in part: 117 unresolved, 564 not reached, 1362 deferred, 1 failed, 0 read only in part"]}},"people":{"title":"People","facts":[{"label":"Aaron Rupper","value":{"@id":"urn:lumitra:person:8e172f69-485c-4eff-8e93-46288dcd2be5","url":"https://www.grassiadvisors.com/team/aaron-rupper/","name":"Aaron Rupper","@type":"Person","email":"arupper@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Aaron Rupper Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/aaron-rupper/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"arupper@grassiadvisors.com 516.336.2487","region":"aside","heading":"Aaron Rupper, CPA, CCIFP Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/aaron-rupper/","representation":"href"},"observedAt":"2026-10-29T01:29:45.164874009Z","relationship":"publisher"}],"jobTitle":"Partner","telephone":"516.336.2487","witnessIds":["urn:lumitra:person:grassiadvisors.com:bcac8b55b10fb9f5","urn:lumitra:person:grassiadvisors.com:f342d1682c43c9e1","urn:lumitra:person:grassiadvisors.com:7da41855736ab417","urn:lumitra:person:grassiadvisors.com:f017539d96fc1c4d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/aaron-rupper/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:45.164874009Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/aaron-rupper/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:45.164874009Z","relationship":"publisher"}},"contactRoutes":[{"value":"arupper@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:45.164874+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/aaron-rupper/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.336.2487","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:45.164874+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/aaron-rupper/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:45.164874+00:00"},{"label":"Alan Silverstein","value":{"@id":"urn:lumitra:person:2de72bc9-8eb3-4751-8bc9-ba2b0114af4f","url":"https://www.grassiadvisors.com/team/alan-silverstein/","name":"Alan Silverstein","@type":"Person","email":"asilverstein@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Principal","source":"https://www.grassiadvisors.com/people/?sf_paged=8"}],"selected_source":"https://www.grassiadvisors.com/team/alan-silverstein/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","title":"Alan Silverstein, CPA, PFS Principal","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","title":"Principal","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Alan Silverstein Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","format":"Published person (name and role labels)","evidence":{"text":"Alan Silverstein","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/alan-silverstein/","representation":"visible"},"jobTitle":"Alan Silverstein, CPA, PFS Principal","modified":"2026-03-04T22:36:38+00:00","observedAt":"2026-10-29T01:29:45.164156815Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"asilverstein@grassiadvisors.com 516.336.2452","region":"aside","heading":"Alan Silverstein, CPA, PFS Principal","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alan-silverstein/","representation":"href"},"observedAt":"2026-10-29T01:29:45.164156815Z","relationship":"publisher"}],"jobTitle":"Alan Silverstein, CPA, PFS Principal","telephone":"516.336.2452","witnessIds":["urn:lumitra:person:grassiadvisors.com:3650e17cc5745ff5","urn:lumitra:person:grassiadvisors.com:e517e5a96b06583a","urn:lumitra:person:grassiadvisors.com:7b1a1cc4ed71465c","urn:lumitra:person:grassiadvisors.com:ba5d64374c591a30"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:45.164156815Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:45.164156815Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:45.164156815Z","relationship":"publisher"}},"contactRoutes":[{"value":"asilverstein@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:45.164156+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alan-silverstein/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.336.2452","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:45.164156+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alan-silverstein/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"principal","title":"Principal"},{"source":{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:45.164156+00:00","capacity":"alan silverstein","title":"Alan Silverstein, CPA, PFS Principal"},{"source":{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:45.164156+00:00","capacity":"cpa","title":"Alan Silverstein, CPA, PFS Principal"},{"source":{"url":"https://www.grassiadvisors.com/team/alan-silverstein/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:45.164156+00:00","capacity":"pfs principal","title":"Alan Silverstein, CPA, PFS Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:45.164156+00:00"},{"label":"Alessandra Grassi","value":{"@id":"urn:lumitra:person:b250cd79-44cf-4201-ac9b-5ae6cf65d957","url":"https://www.grassiadvisors.com/team/alessandra-grassi/","name":"Alessandra Grassi","@type":"Person","email":"agrassi@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Alessandra Grassi Director of Wealth Management Strategies learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Director of Wealth Management Strategies","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/alessandra-grassi/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"agrassi@grassiadvisors.com 212.223.5006","region":"aside","heading":"Alessandra Grassi Director of Wealth Management Strategies","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alessandra-grassi/","representation":"href"},"observedAt":"2026-10-29T01:29:49.581213647Z","relationship":"publisher"}],"jobTitle":"Director of Wealth Management Strategies","telephone":"212.223.5006","witnessIds":["urn:lumitra:person:grassiadvisors.com:66d649680d12e3ca","urn:lumitra:person:grassiadvisors.com:c660f1fc24ec4619","urn:lumitra:person:grassiadvisors.com:a928973231c7209f","urn:lumitra:person:grassiadvisors.com:4d010001c14da7cf"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/alessandra-grassi/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:49.581213647Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/alessandra-grassi/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:49.581213647Z","relationship":"publisher"}},"contactRoutes":[{"value":"212.223.5006","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:49.581213+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alessandra-grassi/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"agrassi@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:49.581213+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alessandra-grassi/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"director of wealth management strategie","title":"Director of Wealth Management Strategies"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:49.581213+00:00"},{"label":"Alfred A DelliBovi","value":{"@id":"urn:lumitra:person:7327b067-e84a-4bce-9769-3fcdcf9b0dd1","asOf":"2026-06-01","name":"Alfred A DelliBovi","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml","representation":"filing"},"jobTitle":"Director","published":"2026-06-01","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:58b55bfbedd36450","urn:lumitra:person:grassiadvisors.com:324bd5c4bc25e511"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Alice H. Varisano","value":{"@id":"urn:lumitra:person:36792134-3cfe-4ef2-a0cf-b49e0378fdae","url":"https://www.grassiadvisors.com/team/alice-h-varisano/","name":"Alice H. Varisano","@type":"Person","email":"avarisano@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Alice H. Varisano Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/alice-h-varisano/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"avarisano@grassiadvisors.com 516.336.2430","region":"aside","heading":"Alice H. Varisano, CPA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/alice-h-varisano/","representation":"href"},"observedAt":"2026-10-29T01:29:10.68575977Z","relationship":"publisher"}],"jobTitle":"Partner","telephone":"516.336.2430","witnessIds":["urn:lumitra:person:grassiadvisors.com:01b5df74f7683ea8","urn:lumitra:person:grassiadvisors.com:87dcae6087b6e825","urn:lumitra:person:grassiadvisors.com:fd18d383ec77319d","urn:lumitra:person:grassiadvisors.com:e63a08849b0ed255"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/alice-h-varisano/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.68575977Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/alice-h-varisano/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.68575977Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2430","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.685759+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alice-h-varisano/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"avarisano@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.685759+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/alice-h-varisano/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:10.685759+00:00"},{"label":"Al Renz","value":{"@id":"urn:lumitra:person:0aaecc2f-9811-4236-bc04-76da29b7bd4f","url":"https://www.grassiadvisors.com/team/al-renz/","name":"Al Renz","@type":"Person","email":"arenz@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Chief Financial Officer","source":"https://www.grassiadvisors.com/people/?sf_paged=7"}],"selected_source":"https://www.grassiadvisors.com/team/al-renz/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/al-renz/","title":"Al Renz Chief Financial Officer","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","title":"Chief Financial Officer","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Al Renz Chief Financial Officer learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Chief Financial Officer","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/al-renz/","format":"Published person (name and role labels)","evidence":{"text":"Al Renz","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/al-renz/","representation":"visible"},"jobTitle":"Al Renz Chief Financial Officer","observedAt":"2026-10-29T01:28:59.429458847Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/al-renz/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"arenz@grassiadvisors.com 516.336.2424","region":"aside","heading":"Al Renz Chief Financial Officer","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/al-renz/","representation":"href"},"observedAt":"2026-10-29T01:28:59.429458847Z","relationship":"publisher"}],"jobTitle":"Al Renz Chief Financial Officer","telephone":"516.336.2424","witnessIds":["urn:lumitra:person:grassiadvisors.com:de9b0f4016a824cd","urn:lumitra:person:grassiadvisors.com:3c979341393bfc61","urn:lumitra:person:grassiadvisors.com:4fc5bd9dfafd006e","urn:lumitra:person:grassiadvisors.com:723312605f43c91a"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/al-renz/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:28:59.429458847Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/al-renz/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:28:59.429458847Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/al-renz/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:28:59.429458847Z","relationship":"publisher"}},"contactRoutes":[{"value":"arenz@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:28:59.429458+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/al-renz/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.336.2424","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:28:59.429458+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/al-renz/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/al-renz/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:59.429458+00:00","capacity":"al renz chief financial officer","title":"Al Renz Chief Financial Officer"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"chief financial officer","title":"Chief Financial Officer"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:59.429458+00:00","last_confirmed_at":"2026-10-29T01:29:14.977306+00:00"},{"label":"Angela Ferrantelli","value":{"@id":"urn:lumitra:person:7d5d434d-5ea6-4ea1-8ac8-eafb450d7d56","url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","name":"Angela Ferrantelli","@type":"Person","email":"aferrantelli@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Tax Partner","source":"https://www.grassiadvisors.com/people/?sf_paged=3"}],"selected_source":"https://www.grassiadvisors.com/team/angela-ferrantelli/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","title":"Angela Ferrantelli, CPA, MST, AEP Tax Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","title":"Tax Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Angela Ferrantelli Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","format":"Published person (name and role labels)","evidence":{"text":"Angela Ferrantelli","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","representation":"visible"},"jobTitle":"Angela Ferrantelli, CPA, MST, AEP Tax Partner","observedAt":"2026-10-29T01:29:49.657628803Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"aferrantelli@grassiadvisors.com 516.336.2429","region":"aside","heading":"Angela Ferrantelli, CPA, MST, AEP Tax Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","representation":"href"},"observedAt":"2026-10-29T01:29:49.657628803Z","relationship":"publisher"}],"jobTitle":"Angela Ferrantelli, CPA, MST, AEP Tax Partner","telephone":"516.336.2429","witnessIds":["urn:lumitra:person:grassiadvisors.com:ecb9ef5bd03f8b38","urn:lumitra:person:grassiadvisors.com:845e79448bb5414d","urn:lumitra:person:grassiadvisors.com:c41894b9c2b49c67","urn:lumitra:person:grassiadvisors.com:045c6c764afda91f"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:49.657628803Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:49.657628803Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:49.657628803Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2429","channel":"voice","purpose":"Angela Ferrantelli, CPA, MST, AEP Tax Partner","validity":"unknown","observed_at":"2026-10-29T01:29:49.657628+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/angela-ferrantelli/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"aferrantelli@grassiadvisors.com","channel":"email","purpose":"Angela Ferrantelli, CPA, MST, AEP Tax Partner","validity":"unknown","observed_at":"2026-10-29T01:29:49.657628+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/angela-ferrantelli/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:49.657628+00:00","capacity":"aep tax partner","title":"Angela Ferrantelli, CPA, MST, AEP Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:49.657628+00:00","capacity":"angela ferrantelli","title":"Angela Ferrantelli, CPA, MST, AEP Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:49.657628+00:00","capacity":"cpa","title":"Angela Ferrantelli, CPA, MST, AEP Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/angela-ferrantelli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:49.657628+00:00","capacity":"mst","title":"Angela Ferrantelli, CPA, MST, AEP Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"tax partner","title":"Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:49.657628+00:00"},{"label":"Anthony Barone","value":{"@id":"urn:lumitra:person:a811b4b6-60e3-413a-9b37-89eccc85418a","name":"Anthony Barone","@type":"Person","email":"abarone@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/team/anthony-barone/","format":"Published person (name and role labels)","evidence":{"text":"Anthony Barone","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/anthony-barone/","representation":"visible"},"jobTitle":"Anthony Barone, CPA Senior Audit Manager","modified":"2026-03-04T22:14:21+00:00","observedAt":"2026-10-29T01:29:49.580951377Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/anthony-barone/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"abarone@grassiadvisors.com 201.292.5665","region":"aside","heading":"Anthony Barone, CPA Senior Audit Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/anthony-barone/","representation":"href"},"observedAt":"2026-10-29T01:29:49.580951377Z","relationship":"publisher"}],"jobTitle":"Anthony Barone, CPA Senior Audit Manager","telephone":"201.292.5665","witnessIds":["urn:lumitra:person:grassiadvisors.com:d7e6b4f02eee2070","urn:lumitra:person:grassiadvisors.com:b56d006a96c63811"],"fieldSources":{"email":{"url":"https://www.grassiadvisors.com/team/anthony-barone/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:49.580951377Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/anthony-barone/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:49.580951377Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/anthony-barone/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:49.580951377Z","relationship":"publisher"}},"contactRoutes":[{"value":"abarone@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:49.580951+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/anthony-barone/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"201.292.5665","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:49.580951+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/anthony-barone/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/anthony-barone/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:49.580951+00:00","capacity":"anthony barone","title":"Anthony Barone, CPA Senior Audit Manager"},{"source":{"url":"https://www.grassiadvisors.com/team/anthony-barone/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:49.580951+00:00","capacity":"cpa senior audit manager","title":"Anthony Barone, CPA Senior Audit Manager"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:49.580951+00:00","last_confirmed_at":"2026-10-29T01:29:49.580951+00:00"},{"label":"Anthony D’Agostino","value":{"@id":"urn:lumitra:person:9bea9289-32c3-4ad3-b9b5-e0b52955e50b","url":"https://www.grassiadvisors.com/team/anthony-dagostino/","name":"Anthony D’Agostino","@type":"Person","email":"adagostino@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Manufacturing & Distribution Consulting Principal","source":"https://www.grassiadvisors.com/people/?sf_paged=2"}],"selected_source":"https://www.grassiadvisors.com/team/anthony-dagostino/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","title":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","title":"Manufacturing & Distribution Consulting Principal","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Anthony D’Agostino Manufacturing & Distribution Consulting Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Manufacturing & Distribution Consulting Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","format":"Published person (name and role labels)","evidence":{"text":"Anthony D’Agostino","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/anthony-dagostino/","representation":"visible"},"jobTitle":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal","modified":"2026-04-30T20:33:41+00:00","observedAt":"2026-10-29T01:29:09.354611779Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"adagostino@grassiadvisors.com 516.644.4759","region":"aside","heading":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/anthony-dagostino/","representation":"href"},"observedAt":"2026-10-29T01:29:09.354611779Z","relationship":"publisher"}],"jobTitle":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal","telephone":"516.644.4759","witnessIds":["urn:lumitra:person:grassiadvisors.com:aab8c2f81bdd3cfd","urn:lumitra:person:grassiadvisors.com:cc0305c58d86eb72","urn:lumitra:person:grassiadvisors.com:a8c81b752b6e526a","urn:lumitra:person:grassiadvisors.com:42ad1e14c8dfd924"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:09.354611779Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:09.354611779Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:09.354611779Z","relationship":"publisher"}},"contactRoutes":[{"value":"adagostino@grassiadvisors.com","channel":"email","purpose":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal","validity":"unknown","observed_at":"2026-10-29T01:29:09.354611+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/anthony-dagostino/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.644.4759","channel":"voice","purpose":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal","validity":"unknown","observed_at":"2026-10-29T01:29:09.354611+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/anthony-dagostino/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354611+00:00","capacity":"anthony dagostino","title":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal"},{"source":{"url":"https://www.grassiadvisors.com/team/anthony-dagostino/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354611+00:00","capacity":"cpa manufacturing and distribution consulting principal","title":"Anthony D’Agostino, CPA Manufacturing & Distribution Consulting Principal"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"manufacturing and distribution consulting principal","title":"Manufacturing & Distribution Consulting Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:09.354611+00:00"},{"label":"Anthony R. Coscia","value":{"@id":"urn:lumitra:person:3da9bc53-ced4-49a0-bae3-4dd2e520e891","asOf":"2026-02-27","name":"Anthony R. Coscia","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000119979626000002/wk-form4_1772573182.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000119979626000002/wk-form4_1772573182.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:6396ae16c4c18754","urn:lumitra:person:grassiadvisors.com:ffef2f5a14a5bd73","urn:lumitra:person:grassiadvisors.com:e5d636ee11130797"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["Anthony R Coscia"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000119979626000002/wk-form4_1772573182.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Arianna Savoca","value":{"@id":"urn:lumitra:person:38ea2bd6-e8e6-413c-8b1b-4e82663892ab","url":"https://www.grassiadvisors.com/team/arianna-savoca/","name":"Arianna Savoca","@type":"Person","email":"asavoca@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Human Resources Senior Manager","source":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/"}],"selected_source":"https://www.grassiadvisors.com/team/arianna-savoca/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","title":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","title":"Human Resources Senior Manager","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/long-island-business-news-honors-grassi-team-member-as-champion-for-diversity/","title":"Manager","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","evidence":{"text":"Arianna Savoca\nHuman Resources Senior Manager","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","representation":"visible"},"jobTitle":"Human Resources Senior Manager","modified":"2025-10-23T10:42:19+00:00","observedAt":"2026-10-29T01:29:27.95313969Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","evidence":{"text":"Arianna Savoca\nHuman Resources Senior Manager","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","representation":"visible"},"jobTitle":"Human Resources Senior Manager","modified":"2026-08-07T16:56:33+00:00","observedAt":"2026-10-29T01:29:27.952934936Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","evidence":{"text":"Arianna Savoca Human Resources Senior Manager learn more","heading":"Leadership","locator":"div.member","section":"OUTSOURCED HR SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","representation":"visible"},"jobTitle":"Human Resources Senior Manager","modified":"2026-07-01T19:12:50+00:00","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/long-island-business-news-honors-grassi-team-member-as-champion-for-diversity/","format":"Published person (named with a role in the page's text)","evidence":{"text":"Arianna Savoca, Manager in Grassi’s Human Resources department and HR Consulting practice, was selected to receive the 2022 Champions for Diversity award from Long Island Business News. As a leader in Grassi’s Diversity, Equity and Inclusion Council and the Grassi Women’s Council, Arianna plans and executes DEI initiatives across all of our offices, including employee roundtables, monthly awareness events and community outreach.","heading":"LIBN Honors Grassi Team Member as Champion for Diversity","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/news/long-island-business-news-honors-grassi-team-member-as-champion-for-diversity/","representation":"visible"},"jobTitle":"Manager","modified":"2024-04-29T18:22:04+00:00","observedAt":"2026-10-29T01:29:38.561260348Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","format":"Published person (name and role labels)","evidence":{"text":"Arianna Savoca","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/arianna-savoca/","representation":"visible"},"jobTitle":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","modified":"2026-03-04T22:02:51+00:00","observedAt":"2026-10-29T01:29:29.383841818Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"asavoca@grassiadvisors.com 516.918.5921","region":"aside","heading":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/arianna-savoca/","representation":"href"},"observedAt":"2026-10-29T01:29:29.383841818Z","relationship":"publisher"}],"jobTitle":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","telephone":"516.918.5921","witnessIds":["urn:lumitra:person:grassiadvisors.com:909e61f260b32905","urn:lumitra:person:grassiadvisors.com:a9979ee71e6d1338","urn:lumitra:person:grassiadvisors.com:0bcd20a46c81040b","urn:lumitra:person:grassiadvisors.com:01322a46749f75c5","urn:lumitra:person:grassiadvisors.com:fa65263eafa96c16","urn:lumitra:person:grassiadvisors.com:83f7515dc4e32649","urn:lumitra:person:grassiadvisors.com:554c17b4cd7fe0ef"],"description":"Close","fieldSources":{"url":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:29.383841818Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:29.383841818Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:29.383841818Z","relationship":"publisher"},"description":{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.95313969Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.918.5921","channel":"voice","purpose":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","validity":"unknown","observed_at":"2026-10-29T01:29:29.383841+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/arianna-savoca/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"asavoca@grassiadvisors.com","channel":"email","purpose":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","validity":"unknown","observed_at":"2026-10-29T01:29:29.383841+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/arianna-savoca/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952934+00:00","capacity":"human resource senior manager","title":"Human Resources Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953139+00:00","capacity":"human resource senior manager","title":"Human Resources Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:29.383841+00:00","capacity":"arianna savoca","title":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:29.383841+00:00","capacity":"cpa human resource senior manager","title":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/team/arianna-savoca/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:29.383841+00:00","capacity":"shrm-cp","title":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"human resource senior manager","title":"Human Resources Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/news/long-island-business-news-honors-grassi-team-member-as-champion-for-diversity/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:38.561260+00:00","capacity":"manager","title":"Manager"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.781536+00:00","last_confirmed_at":"2026-10-29T01:29:38.561260+00:00"},{"label":"Ari Weiss","value":{"@id":"urn:lumitra:person:4565ddeb-6eef-4e89-be73-9e2acf73d10f","url":"https://www.grassiadvisors.com/team/ari-weiss/","name":"Ari Weiss","@type":"Person","email":"aweiss@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Tax Principal","source":"https://www.grassiadvisors.com/people/?sf_paged=9"}],"selected_source":"https://www.grassiadvisors.com/team/ari-weiss/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/ari-weiss/","title":"Ari Weiss, CPA Tax Principal","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","title":"Tax Principal","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Ari Weiss Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ari-weiss/","format":"Published person (name and role labels)","evidence":{"text":"Ari Weiss","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/ari-weiss/","representation":"visible"},"jobTitle":"Ari Weiss, CPA Tax Principal","observedAt":"2026-10-29T01:29:52.437583089Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ari-weiss/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"aweiss@grassiadvisors.com 516.644.4723","region":"aside","heading":"Ari Weiss, CPA Tax Principal","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/ari-weiss/","representation":"href"},"observedAt":"2026-10-29T01:29:52.437583089Z","relationship":"publisher"}],"jobTitle":"Ari Weiss, CPA Tax Principal","telephone":"516.644.4723","witnessIds":["urn:lumitra:person:grassiadvisors.com:b42eabefa6badc6b","urn:lumitra:person:grassiadvisors.com:b7bdac9cf6c07849","urn:lumitra:person:grassiadvisors.com:40bfd667d033124b","urn:lumitra:person:grassiadvisors.com:9fb2c057f0694459"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/ari-weiss/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:52.437583089Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/ari-weiss/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:52.437583089Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/ari-weiss/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:52.437583089Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.644.4723","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:52.437583+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/ari-weiss/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"aweiss@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:52.437583+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/ari-weiss/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/ari-weiss/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437583+00:00","capacity":"ari weiss","title":"Ari Weiss, CPA Tax Principal"},{"source":{"url":"https://www.grassiadvisors.com/team/ari-weiss/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437583+00:00","capacity":"cpa tax principal","title":"Ari Weiss, CPA Tax Principal"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:52.437583+00:00"},{"label":"Barbara R. Durante","value":{"@id":"urn:lumitra:person:49fecdb8-694c-4e2f-a312-e1619aaf4238","name":"Barbara R. Durante","@type":"Person","email":"bdurante@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","title":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","title":"CPA Construction Advisory & Accounting Senior Manager","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","evidence":{"text":"Barbara R. Durante","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/barbara-r-durante/","representation":"visible"},"jobTitle":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","modified":"2026-03-25T19:13:07+00:00","observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","evidence":{"text":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","heading":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","locator":"h2","section":"People","source_url":"https://www.grassiadvisors.com/team/barbara-r-durante/","representation":"visible"},"jobTitle":"CPA Construction Advisory & Accounting Senior Manager","modified":"2026-03-25T19:13:07+00:00","observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"bdurante@grassiadvisors.com 516.336.2406","region":"aside","heading":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/barbara-r-durante/","representation":"href"},"observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"}],"jobTitle":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","telephone":"516.336.2406","witnessIds":["urn:lumitra:person:grassiadvisors.com:22f4e940cfdba831","urn:lumitra:person:grassiadvisors.com:af195eb0dfb39119"],"fieldSources":{"email":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2406","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:52.437366+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/barbara-r-durante/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"bdurante@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:52.437366+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/barbara-r-durante/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437366+00:00","capacity":"barbara r durante","title":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437366+00:00","capacity":"cpa construction advisory and accounting senior manager","title":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager"},{"source":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437366+00:00","capacity":"cpa construction advisory and accounting senior manager","title":"CPA Construction Advisory & Accounting Senior Manager"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:52.437366+00:00","last_confirmed_at":"2026-10-29T01:29:52.437366+00:00"},{"label":"Benjamin Kelly","value":{"@id":"urn:lumitra:person:b07168b5-1f87-4355-88e6-4c84aba36fa5","url":"https://www.grassiadvisors.com/team/benjamin-kelly/","name":"Benjamin Kelly","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Benjamin Kelly Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:ad173a49a33b7d35","urn:lumitra:person:grassiadvisors.com:85d5626ac9628a30"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Beth More","value":{"@id":"urn:lumitra:person:e90c5a98-9327-4c85-96c7-6e337d8e1b86","url":"https://www.grassiadvisors.com/team/beth-more/","name":"Beth More","@type":"Person","email":"bmore@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Beth More Chief Marketing Officer learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Chief Marketing Officer","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/about-us/news/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"Media Contact: Beth More, Chief Marketing Officer, bmore@grassiadvisors.com","heading":"Learn How our growth equals your success","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/about-us/news/","representation":"href"},"observedAt":"2026-10-29T01:28:59.879797945Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/about-us/news/","format":"Published person (named with a role in the page's text)","evidence":{"text":"Media Contact: Beth More, Chief Marketing Officer, bmore@grassiadvisors.com","heading":"Learn How our growth equals your success","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/about-us/news/","representation":"visible"},"jobTitle":"Chief Marketing Officer","modified":"2026-10-14T13:20:37+00:00","observedAt":"2026-10-29T01:28:59.879797945Z","relationship":"publisher"}],"jobTitle":"Chief Marketing Officer","witnessIds":["urn:lumitra:person:grassiadvisors.com:90585ea52d83fa14","urn:lumitra:person:grassiadvisors.com:ab908d3fbef12183","urn:lumitra:person:grassiadvisors.com:2b90ecf2f99a348a","urn:lumitra:person:grassiadvisors.com:8d2154a5b6bd26f3"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/about-us/news/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:28:59.879797945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"contactRoutes":[{"value":"bmore@grassiadvisors.com","channel":"email","purpose":"Learn How our growth equals your success","validity":"unknown","observed_at":"2026-10-29T01:28:59.879797+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/about-us/news/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/about-us/news/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:59.879797+00:00","capacity":"chief marketing officer","title":"Chief Marketing Officer"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"chief marketing officer","title":"Chief Marketing Officer"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:59.879797+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"B. Fischer","value":{"@id":"urn:lumitra:person:fe53b0e7-863f-4bf8-8b6d-b355eec9dfa1","name":"B. Fischer","@type":"Person","email":"bfischer@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","format":"A person known only by the name their mailbox shows","evidence":{"text":"bfischer@grassiadvisors.com 516.336.2410","region":"aside","heading":"William E. Fischer, CPA Partner Emeritus","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/william-e-fischer/","representation":"href"},"observedAt":"2026-10-29T01:29:10.66573182Z","relationship":"publisher"}],"nameBasis":"mailbox","telephone":"516.336.2410","witnessIds":["urn:lumitra:person:grassiadvisors.com:08095f94cbae303c","urn:lumitra:person:grassiadvisors.com:a8d7b364acf1102c"],"fieldSources":{"email":{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","basis":"publisher_declared","format":"A person known only by the name their mailbox shows","observedAt":"2026-10-29T01:29:10.66573182Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","basis":"publisher_declared","format":"A person known only by the name their mailbox shows","observedAt":"2026-10-29T01:29:10.66573182Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2410","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.665731+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/william-e-fischer/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"bfischer@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.665731+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/william-e-fischer/"],"basis":"publisher_declared"}},"representation":"structured"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:10.665731+00:00","last_confirmed_at":"2026-10-29T01:29:10.665731+00:00"},{"label":"Brendan E. Toolin III","value":{"@id":"urn:lumitra:person:ac9e2745-5781-4c6b-be96-09f52910316d","url":"https://www.grassiadvisors.com/team/brendan-e-toolin-iii/","name":"Brendan E. Toolin III","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Brendan E. Toolin III Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:0c6f62b7f38f25dd","urn:lumitra:person:grassiadvisors.com:696f1bcdaecb57ba"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"Brendan McCarthy","value":{"@id":"urn:lumitra:person:46aa4afc-8a1f-44d5-8117-d26c967b82af","url":"https://www.grassiadvisors.com/team/brendan-mccarthy/","name":"Brendan McCarthy","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Brendan McCarthy Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:d99da1e65cdec6c7","urn:lumitra:person:grassiadvisors.com:d0c23ec0590bd06d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"Brian McCuller","value":{"@id":"urn:lumitra:person:79739a26-9c42-49a7-9308-1d4afc3055fc","url":"https://www.grassiadvisors.com/team/brian-mcculler/","name":"Brian McCuller","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Brian McCuller Tax Practice Leader, Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Tax Practice Leader, Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Tax Practice Leader, Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:67858179b25d1f05","urn:lumitra:person:grassiadvisors.com:f7a079136d90a43b"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Tax Practice Leader, Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"tax practice leader","title":"Tax Practice Leader, Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"Brian Schaeffer","value":{"@id":"urn:lumitra:person:1e7da088-36e7-455c-b605-bbc32994d562","asOf":"2026-09-01","name":"Brian Schaeffer","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199277926000006/primary_doc.xml","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Officer","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000199277926000006/primary_doc.xml","representation":"filing"},"jobTitle":"Officer","published":"2026-09-01","relationship":"sec_filing"}],"jobTitle":"Officer","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:325f327d79f252da","urn:lumitra:person:grassiadvisors.com:45fb2abb9e5f5120"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199277926000006/primary_doc.xml","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-09-01","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199277926000006/primary_doc.xml","format":"Named in a capacity in the registrant's SEC filing","published":"2026-09-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"officer","title":"Officer"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Bryan Fryer","value":{"@id":"urn:lumitra:person:f1e55f4a-2032-45f5-8c18-b8a8f934c67f","name":"Bryan Fryer","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","evidence":{"text":"Bryan Fryer\nPartner","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","representation":"visible"},"jobTitle":"Partner","modified":"2025-11-05T16:55:46+00:00","observedAt":"2026-10-29T01:29:27.953107576Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (name and role labels)","evidence":{"text":"Stephen J. Mannhaupt Partner, Assurance & Attest Services Leader and NYC Co-Market Leader learn more\nCarl Oliveri Partner, Construction Practice Leader learn more\nDavid M. Rottkamp Partner, Nonprofit Practice Leader learn more\nLou Pizzileo Partner learn more\nJeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader learn more\nBryan Fryer Partner learn more","heading":"Leadership","locator":"div.team-grid","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-01T19:10:50+00:00","observedAt":"2026-10-29T01:29:03.280624209Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","evidence":{"text":"Bryan Fryer\nPartner","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","representation":"visible"},"jobTitle":"Partner","modified":"2025-11-25T23:02:51+00:00","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:12d06f2b152fe662","urn:lumitra:person:grassiadvisors.com:658b46f648581be5","urn:lumitra:person:grassiadvisors.com:144de0f08dec12a0"],"description":"Close","fieldSources":{"jobTitle":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},"description":{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.953107576Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.280624+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953107+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280624+00:00","last_confirmed_at":"2026-10-29T01:29:27.953107+00:00"},{"label":"Bryan Lantz","value":{"@id":"urn:lumitra:person:72694a68-5731-4ff0-be87-55fcd2089c16","url":"https://www.grassiadvisors.com/team/bryan-lantz/","name":"Bryan Lantz","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Bryan Lantz Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:58c3fc9abb8adcd8","urn:lumitra:person:grassiadvisors.com:82ad62775f7d42db"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Caren C Yoh","value":{"@id":"urn:lumitra:person:6cdeaf3f-3cee-4808-b311-ed2a04f6b4d9","asOf":"2026-06-01","name":"Caren C Yoh","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000093/wk-form4_1780504338.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000093/wk-form4_1780504338.xml","representation":"filing"},"jobTitle":"Director","published":"2026-06-01","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:01a0c3b43025d41c","urn:lumitra:person:grassiadvisors.com:360823fc03826a55"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000093/wk-form4_1780504338.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000093/wk-form4_1780504338.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Carl Oliveri","value":{"@id":"urn:lumitra:person:0733c28a-ecc7-4e66-b455-7e8dbb3a3b17","url":"https://www.grassiadvisors.com/team/carl-oliveri/","name":"Carl Oliveri","@type":"Person","email":"coliveri@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Robert J. Brewer, Steve Lemke, Barbara R. Durante","source":"https://www.grassiadvisors.com/team/barbara-r-durante/"}],"selected_source":"https://www.grassiadvisors.com/team/carl-oliveri/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","title":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/carl-oliveri-named-national-emerging-issues-chairperson-for-the-construction-financial-management-association/","title":"Partner","published":"2024","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","title":"Partner, Construction Practice Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","title":"Robert J. Brewer, Steve Lemke, Barbara R. Durante","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/news/carl-oliveri-named-national-emerging-issues-chairperson-for-the-construction-financial-management-association/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"Carl Oliveri Named Emerging Issues Chairperson for CFMA\nApril 10, 2024\nGrassi Partner Carl Oliveri was named the National Emerging Issues Chairperson for the Construction Financial Management Association (CFMA), effective April 1, 2024.\nThe Emerging Issues Committee at CFMA plays a pivotal role in providing industry insight and advocacy related to emerging issues and progress in the industry regulatory and advisory bodies. This influence directly impacts construction financial professionals. The committee’s input, advice, guidance, and review are crucial in positioning CFMA as the go-to source for construction industry financial information and expertise, particularly related to industry regulatory and advisory bodies.\nCarl is Grassi’s Construction Practice Leader and has over 25 years of","heading":"Carl Oliveri Named Emerging Issues Chairperson for CFMA","locator":"line 88","section":"News","source_url":"https://www.grassiadvisors.com/news/carl-oliveri-named-national-emerging-issues-chairperson-for-the-construction-financial-management-association/","representation":"visible"},"jobTitle":"Partner","published":"2024","observedAt":"2026-10-29T01:29:29.383888619Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Carl Oliveri Partner, Construction Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner, Construction Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","evidence":{"text":"Carl Oliveri Partner, Construction Practice Leader learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","representation":"visible"},"jobTitle":"Partner, Construction Practice Leader","modified":"2026-07-01T19:10:50+00:00","observedAt":"2026-10-29T01:29:03.280624209Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","evidence":{"text":"Carl Oliveri, Robert J. Brewer, Steve Lemke, Barbara R. Durante","heading":"Resources from This Advisor","locator":"small","section":"Barbara R. Durante, CPA Construction Advisory & Accounting Senior Manager","source_url":"https://www.grassiadvisors.com/team/barbara-r-durante/","representation":"visible"},"jobTitle":"Robert J. Brewer, Steve Lemke, Barbara R. Durante","modified":"2026-03-25T19:13:07+00:00","observedAt":"2026-10-29T01:29:52.437366199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Published person (name and role labels)","evidence":{"text":"Carl Oliveri","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/carl-oliveri/","representation":"visible"},"jobTitle":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader","modified":"2026-06-08T14:49:58+00:00","observedAt":"2026-10-29T01:29:16.656571946Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"coliveri@grassiadvisors.com 212.223.5047","region":"aside","heading":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/carl-oliveri/","representation":"href"},"observedAt":"2026-10-29T01:29:16.656571946Z","relationship":"publisher"}],"jobTitle":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader","telephone":"212.223.5047","witnessIds":["urn:lumitra:person:grassiadvisors.com:acbdd11bcc115f5b","urn:lumitra:person:grassiadvisors.com:8779167090bbed7d","urn:lumitra:person:grassiadvisors.com:2bbc8a21bf8fb6c4","urn:lumitra:person:grassiadvisors.com:e99899ea115310e8","urn:lumitra:person:grassiadvisors.com:2dc7cc54440164f6","urn:lumitra:person:grassiadvisors.com:b77b82266169e67a","urn:lumitra:person:grassiadvisors.com:77d511828552cb71"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:16.656571946Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:16.656571946Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:16.656571946Z","relationship":"publisher"}},"contactRoutes":[{"value":"212.223.5047","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:16.656571+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/carl-oliveri/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"coliveri@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:16.656571+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/carl-oliveri/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/news/carl-oliveri-named-national-emerging-issues-chairperson-for-the-construction-financial-management-association/","format":"Published person (named with a role or their own mailbox on the site)","published":"2024","relationship":"publisher"},"observed_at":"2026-10-29T01:29:29.383888+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656571+00:00","capacity":"carl oliveri","title":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656571+00:00","capacity":"ccifp","title":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656571+00:00","capacity":"cfe partner","title":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656571+00:00","capacity":"construction practice leader","title":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/carl-oliveri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656571+00:00","capacity":"cpa","title":"Carl Oliveri, CPA, CCIFP, CFE Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"construction practice leader","title":"Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"construction practice leader","title":"Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner, Construction Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437366+00:00","capacity":"barbara r durante","title":"Robert J. Brewer, Steve Lemke, Barbara R. Durante"},{"source":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437366+00:00","capacity":"robert j brewer","title":"Robert J. Brewer, Steve Lemke, Barbara R. Durante"},{"source":{"url":"https://www.grassiadvisors.com/team/barbara-r-durante/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:52.437366+00:00","capacity":"steve lemke","title":"Robert J. Brewer, Steve Lemke, Barbara R. Durante"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280624+00:00","last_confirmed_at":"2026-10-29T01:29:52.437366+00:00"},{"label":"Carolina Spera","value":{"@id":"urn:lumitra:person:90a29ada-1c8a-4f2b-af07-b1d006a1fae1","url":"https://www.grassiadvisors.com/team/carolina-spera/","name":"Carolina Spera","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Carolina Spera Principal, Italian Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Principal, Italian Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Principal, Italian Practice Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:a1da357da4578e77","urn:lumitra:person:grassiadvisors.com:62080e3b91c2c494"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"italian practice leader","title":"Principal, Italian Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"principal","title":"Principal, Italian Practice Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Carolyn Lopez","value":{"@id":"urn:lumitra:person:2cb011a1-d0f8-4988-8f52-e29fd762f4c9","url":"https://www.grassiadvisors.com/team/carolyn-lopez/","name":"Carolyn Lopez","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Carolyn Lopez Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:2ae5e2b786ae9d1c","urn:lumitra:person:grassiadvisors.com:404b525379a726fe"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Catherine M. Sabol","value":{"@id":"urn:lumitra:person:55ab9eb0-c784-4f49-8f92-477350bac99d","url":"https://www.grassiadvisors.com/team/catherine-m-sabol/","name":"Catherine M. Sabol","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Catherine M. Sabol SALT Partner and Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"SALT Partner and Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"SALT Partner and Practice Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:e9681819c2f630a0","urn:lumitra:person:grassiadvisors.com:ad2fb2d446c9209c"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"salt partner and practice leader","title":"SALT Partner and Practice Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Chris Borkes","value":{"@id":"urn:lumitra:person:f8b7435b-4bf8-4fcd-b5b8-a357a43648da","url":"https://www.grassiadvisors.com/blog/author/cborkes/","name":"Chris Borkes","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/","representation":"json_ld"},"published":"2026-08-24T16:52:53+00:00","observedAt":"2026-10-29T01:29:10.685559479Z","relationship":"publisher"}],"witnessIds":["urn:lumitra:person:grassiadvisors.com:bb5d976773657d14","urn:lumitra:person:grassiadvisors.com:d44a17e9ee956514"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/","basis":"publisher_declared","format":"Published person (schema.org)","published":"2026-08-24T16:52:53+00:00","observedAt":"2026-10-29T01:29:10.685559479Z","relationship":"publisher"}}},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:10.685559+00:00","last_confirmed_at":"2026-10-29T01:29:10.685559+00:00"},{"label":"Chris Fifis","value":{"@id":"urn:lumitra:person:77c361bd-230a-485e-a6bd-b637b16e05e3","url":"https://www.grassiadvisors.com/team/chris-fifis/","name":"Chris Fifis","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Chris Fifis Director of Business Development learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Director of Business Development","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Director of Business Development","witnessIds":["urn:lumitra:person:grassiadvisors.com:b7784a2d59d5f63d","urn:lumitra:person:grassiadvisors.com:e21aa269c9754f22"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"director of business development","title":"Director of Business Development"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Christine Kinhackl","value":{"@id":"urn:lumitra:person:fc2f1f17-43d1-4c05-9f9c-819fd6ddb686","url":"https://www.grassiadvisors.com/team/christine-kinhackl/","name":"Christine Kinhackl","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Christine Kinhackl Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Tax Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:1ddda531c9442c70","urn:lumitra:person:grassiadvisors.com:6ee3a4ff1c28215b"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"tax partner","title":"Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Christopher Carrella","value":{"@id":"urn:lumitra:person:605632af-ab7c-411f-9763-0d5a2bafad1d","url":"https://www.grassiadvisors.com/team/christopher-carrella/","name":"Christopher Carrella","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Christopher Carrella Financial Services Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Financial Services Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Financial Services Tax Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:0fd2a118c9b0d1f6","urn:lumitra:person:grassiadvisors.com:c71af8da5c9121b1"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"financial service tax partner","title":"Financial Services Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Christopher D. Maher","value":{"@id":"urn:lumitra:person:c8acbef6-30c9-4370-92a6-ec0cfc4c1e77","asOf":"2026-03-04","name":"Christopher D. Maher","@type":"Person","titles":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","title":"Chairman and CEO","published":"2026-03-04","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","title":"Chairman of the Board and Chief Executive Officer (Principal Executive Officer)","published":"2026-02-27","relationship":"sec_filing"}],"sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Chairman and CEO","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","representation":"filing"},"jobTitle":"Chairman and CEO","published":"2026-03-04","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Chairman of the Board and Chief Executive Officer (Principal Executive Officer)","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Chairman of the Board and Chief Executive Officer (Principal Executive Officer)","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Chairman and CEO","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:6fcce4a275452038","urn:lumitra:person:grassiadvisors.com:865b16dd95f450b0","urn:lumitra:person:grassiadvisors.com:3f994384b2c430ca"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"}},"alternateName":["Christopher Maher"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chair","title":"Chairman and CEO"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chair of the board and chief executive officer","title":"Chairman of the Board and Chief Executive Officer (Principal Executive Officer)"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief executive officer","title":"Chairman and CEO"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief executive officer","title":"Chairman of the Board and Chief Executive Officer (Principal Executive Officer)"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Christopher Mears","value":{"@id":"urn:lumitra:person:fb505d2d-c59d-4f7e-9c69-3f1743b37f54","url":"https://www.grassiadvisors.com/team/christopher-mears/","name":"Christopher Mears","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Christopher Mears Partner, Financial Services Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Partner, Financial Services Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Partner, Financial Services Practice Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:03e3f615b57f454a","urn:lumitra:person:grassiadvisors.com:7c8a8b250e0dba90"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"financial service practice leader","title":"Partner, Financial Services Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner, Financial Services Practice Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"Cory S. Karr","value":{"@id":"urn:lumitra:person:dc4348f9-a632-49ec-a971-89fdc5c0e0ac","url":"https://www.grassiadvisors.com/team/cory-s-karr/","name":"Cory S. Karr","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Cory S. Karr Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Tax Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:af24f56a49bb3b6b","urn:lumitra:person:grassiadvisors.com:0b12823c08a08a14"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"tax partner","title":"Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Dalila Wilson-Scott","value":{"@id":"urn:lumitra:person:08ace1f4-7b91-447c-8463-5751e4c24a40","asOf":"2026-02-27","name":"Dalila Wilson-Scott","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199956726000002/wk-form4_1772574895.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000199956726000002/wk-form4_1772574895.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:08403f78eb218ee2","urn:lumitra:person:grassiadvisors.com:7dc6e336617b8300","urn:lumitra:person:grassiadvisors.com:8e7e9ca7d8621ca6"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199956726000002/wk-form4_1772574895.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"David Berninger","value":{"@id":"urn:lumitra:person:95255dd3-6ff8-4388-8dae-19e7de9a9ff3","asOf":"2026-03-04","name":"David Berninger","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199790426000004/wk-form4_1772827019.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Senior EVP & CRO","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000199790426000004/wk-form4_1772827019.xml","representation":"filing"},"jobTitle":"Senior EVP & CRO","published":"2026-03-04","relationship":"sec_filing"}],"jobTitle":"Senior EVP & CRO","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:70aaa20e621d7094","urn:lumitra:person:grassiadvisors.com:0314a8b18a1d95f6"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199790426000004/wk-form4_1772827019.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199790426000004/wk-form4_1772827019.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"senior executive vice president and cro","title":"Senior EVP & CRO"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"David Freda","value":{"@id":"urn:lumitra:person:287e77de-fc96-44b8-93f1-1fc10c11308f","url":"https://www.grassiadvisors.com/team/david-freda/","name":"David Freda","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"David Freda Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:1e32dcd30ff0f695","urn:lumitra:person:grassiadvisors.com:cfa6992681305d8a"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"David M. Rottkamp","value":{"@id":"urn:lumitra:person:17a5e270-bd58-4304-b67d-7c582e98e6a2","url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","name":"David M. Rottkamp","@type":"Person","email":"drottkamp@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","title":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","title":"Partner, Nonprofit Practice Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/","title":"Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","evidence":{"text":"David M. Rottkamp\nPartner, Nonprofit Practice Leader","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","representation":"visible"},"jobTitle":"Partner, Nonprofit Practice Leader","modified":"2025-11-25T23:02:51+00:00","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"David M. Rottkamp Partner, Nonprofit Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner, Nonprofit Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","evidence":{"text":"David M. Rottkamp Partner, Nonprofit Practice Leader learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","representation":"visible"},"jobTitle":"Partner, Nonprofit Practice Leader","modified":"2026-07-01T19:10:50+00:00","observedAt":"2026-10-29T01:29:03.280624209Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"To read more about these findings and how they varied by sub-sector, click here to download a complimentary copy of the full survey report. For assistance with applying the data to your organization or implementing strategies to overcome these challenges, contact David M. Rottkamp, Nonprofit Practice Leader, at drottkamp@grassiadvisors.com .","heading":"2022 Survey of Nonprofit Leaders","locator":"p","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","representation":"href"},"observedAt":"2026-10-29T01:29:05.962507448Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","evidence":{"text":"David M. Rottkamp\nPartner, Nonprofit Practice Leader","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","representation":"visible"},"jobTitle":"Partner, Nonprofit Practice Leader","modified":"2025-10-23T10:42:19+00:00","observedAt":"2026-10-29T01:29:27.95313969Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","evidence":{"text":"David M. Rottkamp\nPartner, Nonprofit Practice Leader","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","representation":"visible"},"jobTitle":"Partner, Nonprofit Practice Leader","modified":"2025-11-05T16:55:46+00:00","observedAt":"2026-10-29T01:29:27.953107576Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","evidence":{"text":"David M. Rottkamp\nPartner, Nonprofit Practice Leader","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","representation":"visible"},"jobTitle":"Partner, Nonprofit Practice Leader","modified":"2026-08-07T16:56:33+00:00","observedAt":"2026-10-29T01:29:27.952934936Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/","format":"Published person (named with a role in the page's text)","evidence":{"text":"“This year’s leadership report highlights the remarkable resilience of nonprofits, as leaders take proactive steps to innovate and strengthen their missions,” said David M. Rottkamp, Partner and Nonprofit Practice Leader at Grassi. “These adaptable leaders are reimagining their strategies and applying innovative approaches to financial management, technology and leadership development to navigate uncertainty and build a stronger foundation.","heading":"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Challenges","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/","representation":"visible"},"jobTitle":"Partner","observedAt":"2026-10-29T01:29:35.337914265Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","format":"Published person (name and role labels)","evidence":{"text":"David M. Rottkamp","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","representation":"visible"},"jobTitle":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","modified":"2026-10-22T19:59:39+00:00","observedAt":"2026-10-29T01:29:05.962507448Z","relationship":"publisher"}],"jobTitle":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","telephone":"212.223.5046","witnessIds":["urn:lumitra:person:grassiadvisors.com:80ace93894228250","urn:lumitra:person:grassiadvisors.com:e9f785427c81d4c8","urn:lumitra:person:grassiadvisors.com:76d2aee8c858d970","urn:lumitra:person:grassiadvisors.com:36b1ec0ca1959232","urn:lumitra:person:grassiadvisors.com:efa1df70298f2b4c","urn:lumitra:person:grassiadvisors.com:ea3d6c592055e2c9","urn:lumitra:person:grassiadvisors.com:f27c9b280df23766","urn:lumitra:person:grassiadvisors.com:f2f931ef771a7217","urn:lumitra:person:grassiadvisors.com:5d5fad680ee7548d","urn:lumitra:person:grassiadvisors.com:dd565dd30b71e3c7","urn:lumitra:person:grassiadvisors.com:57bf81d0fa70de6b"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:09.354380835Z","supporting":["https://www.grassiadvisors.com/team/david-m-rottkamp/"],"relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:05.962507448Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962507448Z","relationship":"publisher"}},"contactRoutes":[{"value":"drottkamp@grassiadvisors.com","channel":"email","purpose":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","validity":"unknown","observed_at":"2026-10-29T01:29:09.354380+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","https://www.grassiadvisors.com/team/david-m-rottkamp/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962507+00:00","capacity":"cpa partner","title":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962507+00:00","capacity":"david m rottkamp","title":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/david-m-rottkamp/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962507+00:00","capacity":"nonprofit practice leader","title":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"nonprofit practice leader","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"nonprofit practice leader","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"nonprofit practice leader","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953107+00:00","capacity":"nonprofit practice leader","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953107+00:00","capacity":"partner","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953139+00:00","capacity":"nonprofit practice leader","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953139+00:00","capacity":"partner","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952934+00:00","capacity":"nonprofit practice leader","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952934+00:00","capacity":"partner","title":"Partner, Nonprofit Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:35.337914+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280624+00:00","last_confirmed_at":"2026-10-29T01:29:35.337914+00:00"},{"label":"Dawn Darnell","value":{"@id":"urn:lumitra:person:8d465473-3ff1-4c2d-ae1b-73c18d3c5de9","url":"https://www.grassiadvisors.com/team/dawn-darnell/","name":"Dawn Darnell","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Dawn Darnell Audit Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Audit Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Audit Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:42f3ac683ce4be25","urn:lumitra:person:grassiadvisors.com:9d9f31c6e72243e8"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"audit principal","title":"Audit Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Denise Albin","value":{"@id":"urn:lumitra:person:519710c1-0e50-4184-9e9b-1d50076836ea","url":"https://www.grassiadvisors.com/team/denise-albin/","name":"Denise Albin","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Denise Albin Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:f6f87b477bb11d20","urn:lumitra:person:grassiadvisors.com:7f65ec29655a76c7"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Diana Mead","value":{"@id":"urn:lumitra:person:628251ab-e237-4322-a7e7-fe87bf06802f","url":"https://www.grassiadvisors.com/team/diana-mead/","name":"Diana Mead","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Diana Mead Partner, Co-President of Grassi Franchise Services learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Partner, Co-President of Grassi Franchise Services","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Partner, Co-President of Grassi Franchise Services","witnessIds":["urn:lumitra:person:grassiadvisors.com:44cf24594603801f","urn:lumitra:person:grassiadvisors.com:ef0ca43f3140d7da"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner, Co-President of Grassi Franchise Services"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"president of grassi franchise service","title":"Partner, Co-President of Grassi Franchise Services"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"Diane Nelson","value":{"@id":"urn:lumitra:person:8a21ed9c-e7b8-42a3-800c-1e3d4473a147","url":"https://www.grassiadvisors.com/team/diane-nelson/","name":"Diane Nelson","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Diane Nelson Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:9d57e6c908770bbc","urn:lumitra:person:grassiadvisors.com:8cb530eb44f7cbd2"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Dino M. Rizzo","value":{"@id":"urn:lumitra:person:d77633cd-bb4f-47f3-94a5-48e0fdab1976","url":"https://www.grassiadvisors.com/team/dino-m-rizzo/","name":"Dino M. Rizzo","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Dino M. Rizzo Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:12d2e4421a04a75e","urn:lumitra:person:grassiadvisors.com:9a48a739d85245ba"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977306+00:00","last_confirmed_at":"2026-10-29T01:29:14.977306+00:00"},{"label":"Diti Ruzi","value":{"@id":"urn:lumitra:person:e5c1103e-be42-443b-b473-f3388d7fc4bb","url":"https://www.grassiadvisors.com/team/diti-ruzi/","name":"Diti Ruzi","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Diti Ruzi Accounting and Tax Services Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Accounting and Tax Services Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Accounting and Tax Services Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:37b852e26b8a76de","urn:lumitra:person:grassiadvisors.com:f4b36a54f3b8a069"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"accounting and tax service principal","title":"Accounting and Tax Services Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Donald Hoffman","value":{"@id":"urn:lumitra:person:cc775c23-e083-4aeb-a316-4073ef1c5a66","url":"https://www.grassiadvisors.com/team/donald-hoffman/","name":"Donald Hoffman","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Donald Hoffman Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:d3a55becc5431364","urn:lumitra:person:grassiadvisors.com:38333a7ba1525a66"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Donald Trump","value":{"@id":"urn:lumitra:person:7a48acc7-cbc9-4760-9c2b-3736e460a86f","asOf":"2025-04-16","name":"Donald Trump","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"What Happened on April 2?\nLast week, President Donald Trump levied tariffs affecting 180 countries, including:\nA baseline tariff of 10% will apply to all U.S. trading partners.\nAdditional reciprocal tariffs vary by region, including a 34% reciprocal tariff on China and a 20% reciprocal tariff on the European Union.\nWhile key construction materials such as steel, aluminum, lumber, and copper are exempt from these reciprocal tariffs, they remain subject to the 25% Section 232 Goods tariff, which took effect on March 12. Enacted to bolster domestic production, these measures have intensified inflationary pressures, disrupted supply chains, and compressed margins, particularly for smaller and mid-sized contractors.","heading":"What Happened on April 2?","locator":"line 98","section":"Construction Tariffs: Navigating the Tariff Landscape","source_url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","representation":"visible"},"jobTitle":"President","published":"2025-04-16","observedAt":"2026-10-29T01:29:21.347776307Z","relationship":"publisher"}],"jobTitle":"President","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:33a8618634597a5a"],"fieldSources":{"jobTitle":{"url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","basis":"publisher_declared","format":"Published person (named with a role or their own mailbox on the site)","published":"2025-04-16","observedAt":"2026-10-29T01:29:21.347776307Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","format":"Published person (named with a role or their own mailbox on the site)","published":"2025-04-16","relationship":"publisher"},"observed_at":"2026-10-29T01:29:21.347776+00:00","capacity":"president","title":"President"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:21.347776+00:00","last_confirmed_at":"2026-10-29T01:29:21.347776+00:00"},{"label":"Elizabeth Abuin","value":{"@id":"urn:lumitra:person:ac21db43-4aba-47e4-b08e-56c305743ee8","url":"https://www.grassiadvisors.com/team/elizabeth-abuin/","name":"Elizabeth Abuin","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Elizabeth Abuin Tax Director learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Tax Director","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Tax Director","witnessIds":["urn:lumitra:person:grassiadvisors.com:019d66c5413a2c04","urn:lumitra:person:grassiadvisors.com:6f01e74108c43add"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"tax director","title":"Tax Director"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Esther Fortunoff-Greene","value":{"@id":"urn:lumitra:person:4c4e0cb6-ed69-46ff-9f3e-0dc8dda8d5de","name":"Esther Fortunoff-Greene","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/careers/culture/","format":"Published person (named with a role in the page's text)","evidence":{"text":"The Grassi Women’s Council sits down with female leaders from all different industries and organizations to ask about their careers, challenges, and how they support women’s advancement and achievement. Read our latest Q&A with Esther Fortunoff-Greene, Founder & Owner of Fortunoff Fine Jewelry.","region":"aside","heading":"Let’s Chat Interview Series","locator":"p","source_url":"https://www.grassiadvisors.com/careers/culture/","representation":"visible"},"jobTitle":"Founder & Owner","modified":"2026-01-23T19:50:09+00:00","observedAt":"2026-10-29T01:29:00.14621452Z","relationship":"publisher"}],"jobTitle":"Founder & Owner","witnessIds":["urn:lumitra:person:grassiadvisors.com:b6ecd0670a88116b"],"fieldSources":{"jobTitle":{"url":"https://www.grassiadvisors.com/careers/culture/","basis":"publisher_declared","format":"Published person (named with a role in the page's text)","observedAt":"2026-10-29T01:29:00.14621452Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/careers/culture/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:00.146214+00:00","capacity":"founder","title":"Founder & Owner"},{"source":{"url":"https://www.grassiadvisors.com/careers/culture/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:00.146214+00:00","capacity":"owner","title":"Founder & Owner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:00.146214+00:00","last_confirmed_at":"2026-10-29T01:29:00.146214+00:00"},{"label":"Evan Fox","value":{"@id":"urn:lumitra:person:33beefd3-506c-4d53-ac02-a9d04209d49f","url":"https://www.grassiadvisors.com/team/evan-fox/","name":"Evan Fox","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Evan Fox Partner, Real Estate Tax Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Partner, Real Estate Tax Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Partner, Real Estate Tax Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:98a24f4f8a893bf7","urn:lumitra:person:grassiadvisors.com:00596d59eadaa14b"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"partner","title":"Partner, Real Estate Tax Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"real estate tax leader","title":"Partner, Real Estate Tax Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Featured Solution","value":{"@id":"urn:lumitra:person:0a1d5112-b5dc-446b-a366-832d01e173b4","name":"Featured Solution","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/services/advisory/cfo-advisory/","format":"Published person (name and role labels)","evidence":{"text":"Featured Solution\nHuman Resources Consulting\nUnlock your company’s full potential with Grassi’s HR Consulting services. Our experts assess and optimize your workforce to drive profitability with tailored solutions for every stage of your business.\nLearn More","heading":"Featured Solution","locator":"div.card.fourth","section":"CFO Advisory","source_url":"https://www.grassiadvisors.com/services/advisory/cfo-advisory/","representation":"visible"},"jobTitle":"Human Resources Consulting","modified":"2026-10-26T21:35:03+00:00","observedAt":"2026-10-29T01:29:03.280439779Z","relationship":"publisher"}],"jobTitle":"Human Resources Consulting","witnessIds":["urn:lumitra:person:grassiadvisors.com:e77ada8183d6724b"],"description":"Unlock your company’s full potential with Grassi’s HR Consulting services. Our experts assess and optimize your workforce to drive profitability with tailored solutions for every stage of your business.\n\nLearn More","fieldSources":{"jobTitle":{"url":"https://www.grassiadvisors.com/services/advisory/cfo-advisory/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:03.280439779Z","relationship":"publisher"},"description":{"url":"https://www.grassiadvisors.com/services/advisory/cfo-advisory/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:03.280439779Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/services/advisory/cfo-advisory/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.280439+00:00","capacity":"human resource consulting","title":"Human Resources Consulting"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280439+00:00","last_confirmed_at":"2026-10-29T01:29:03.280439+00:00"},{"label":"Francis E. Shovlin","value":{"@id":"urn:lumitra:person:dd64b21d-807e-4845-8a6d-06ab8c8ad8c7","url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","name":"Francis E. Shovlin","@type":"Person","email":"fshovlin@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Partner","source":"https://www.grassiadvisors.com/people/?sf_paged=8"}],"selected_source":"https://www.grassiadvisors.com/team/francis-e-shovlin/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","title":"Francis E. Shovlin, CPA, CGMA Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","title":"Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Francis E. Shovlin Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"Francis E. Shovlin Partner learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","format":"Published person (name and role labels)","evidence":{"text":"Francis E. Shovlin","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","representation":"visible"},"jobTitle":"Francis E. Shovlin, CPA, CGMA Partner","modified":"2026-03-04T20:58:09+00:00","observedAt":"2026-10-29T01:29:14.977543759Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"fshovlin@grassiadvisors.com 201.350.5257","region":"aside","heading":"Francis E. Shovlin, CPA, CGMA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","representation":"href"},"observedAt":"2026-10-29T01:29:14.977543759Z","relationship":"publisher"}],"jobTitle":"Francis E. Shovlin, CPA, CGMA Partner","telephone":"201.350.5257","witnessIds":["urn:lumitra:person:grassiadvisors.com:b5fd52e9d5a9981b","urn:lumitra:person:grassiadvisors.com:5a1c14e785e7b0b0","urn:lumitra:person:grassiadvisors.com:596daf5ec5f9f2e7","urn:lumitra:person:grassiadvisors.com:92c7b72ba84a9fb5","urn:lumitra:person:grassiadvisors.com:5351bfa553acccca"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977543759Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:14.977543759Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977543759Z","relationship":"publisher"}},"contactRoutes":[{"value":"201.350.5257","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977543+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/francis-e-shovlin/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"fshovlin@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977543+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/francis-e-shovlin/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977543+00:00","capacity":"cgma partner","title":"Francis E. Shovlin, CPA, CGMA Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977543+00:00","capacity":"cpa","title":"Francis E. Shovlin, CPA, CGMA Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/francis-e-shovlin/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977543+00:00","capacity":"franci e shovlin","title":"Francis E. Shovlin, CPA, CGMA Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.768068+00:00","last_confirmed_at":"2026-10-29T01:29:14.977543+00:00"},{"label":"Gabe Shurek","value":{"@id":"urn:lumitra:person:63a4fb69-b537-4a32-bb62-e9cfb08f8c4c","url":"https://www.grassiadvisors.com/team/gabe-shurek/","name":"Gabe Shurek","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Gabe Shurek Partner, Forensic, Litigation & Valuation Services Co-Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Partner, Forensic, Litigation & Valuation Services Co-Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Partner, Forensic, Litigation & Valuation Services Co-Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:92efa129ac2a1e28","urn:lumitra:person:grassiadvisors.com:1ee849ef83732bc0"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"forensic","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"litigation and valuation service leader","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Grace C. Torres","value":{"@id":"urn:lumitra:person:60d09556-3db0-4485-8923-6e9490db6ff3","asOf":"2026-02-27","name":"Grace C. Torres","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000019/wk-form4_1772574656.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000019/wk-form4_1772574656.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:06e10c458ddd9458","urn:lumitra:person:grassiadvisors.com:db724ddb5ce58cd7","urn:lumitra:person:grassiadvisors.com:4f0714277ac39dcc"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["Grace C Torres"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000019/wk-form4_1772574656.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Greg Bonda-Riva","value":{"@id":"urn:lumitra:person:b668b70a-02bb-4710-acb7-81f736d55b94","url":"https://www.grassiadvisors.com/team/greg-bonda-riva/","name":"Greg Bonda-Riva","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Greg Bonda-Riva Senior Director, Financial Planning and Analysis learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Senior Director, Financial Planning and Analysis","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Senior Director, Financial Planning and Analysis","witnessIds":["urn:lumitra:person:grassiadvisors.com:3fb2b8774cc77166","urn:lumitra:person:grassiadvisors.com:db3bf535f2796cbd"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"financial planning and analysi","title":"Senior Director, Financial Planning and Analysis"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"senior director","title":"Senior Director, Financial Planning and Analysis"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Gregory J. Urbanchuk","value":{"@id":"urn:lumitra:person:e1b91865-1080-444d-8169-21a9612ed270","url":"https://www.grassiadvisors.com/team/gregory-j-urbanchuk/","name":"Gregory J. Urbanchuk","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Gregory J. Urbanchuk Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:d8ae02b07abab1a4","urn:lumitra:person:grassiadvisors.com:f3b34ded0ec72841"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"Hassan Khan","value":{"@id":"urn:lumitra:person:6adea253-4782-420f-875f-1f64e5011f57","url":"https://www.grassiadvisors.com/team/hassan-khan/","name":"Hassan Khan","@type":"Person","email":"HKhan@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Technology Consulting Partner","source":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"}],"selected_source":"https://www.grassiadvisors.com/team/hassan-khan/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/hassan-khan/","title":"Hassan Khan Technology Consulting Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","title":"Technology Consulting Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","evidence":{"text":"Hassan Khan\nTechnology Consulting Partner","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","representation":"visible"},"jobTitle":"Technology Consulting Partner","modified":"2025-11-25T23:02:51+00:00","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Hassan Khan Technology Consulting Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Technology Consulting Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","evidence":{"text":"Hassan Khan\nTechnology Consulting Partner","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","representation":"visible"},"jobTitle":"Technology Consulting Partner","modified":"2025-11-05T16:55:46+00:00","observedAt":"2026-10-29T01:29:27.953107576Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/hassan-khan/","format":"Published person (name and role labels)","evidence":{"text":"Hassan Khan","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/hassan-khan/","representation":"visible"},"jobTitle":"Hassan Khan Technology Consulting Partner","modified":"2026-02-24T22:10:44+00:00","observedAt":"2026-10-29T01:29:14.977646575Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/hassan-khan/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"HKhan@grassiadvisors.com 212.223.5021","region":"aside","heading":"Hassan Khan Technology Consulting Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/hassan-khan/","representation":"href"},"observedAt":"2026-10-29T01:29:14.977646575Z","relationship":"publisher"}],"jobTitle":"Hassan Khan Technology Consulting Partner","telephone":"212.223.5021","witnessIds":["urn:lumitra:person:grassiadvisors.com:daea6f88a26bec41","urn:lumitra:person:grassiadvisors.com:c78c7bf7225a87ad","urn:lumitra:person:grassiadvisors.com:22a71cf52aca1e72","urn:lumitra:person:grassiadvisors.com:58e2918cee77627b","urn:lumitra:person:grassiadvisors.com:aad88079e16c78a2","urn:lumitra:person:grassiadvisors.com:3c9d9490db51002d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/hassan-khan/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977646575Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/hassan-khan/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:14.977646575Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/hassan-khan/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977646575Z","relationship":"publisher"}},"contactRoutes":[{"value":"212.223.5021","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977646+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/hassan-khan/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"HKhan@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977646+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/hassan-khan/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/hassan-khan/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977646+00:00","capacity":"hassan khan technology consulting partner","title":"Hassan Khan Technology Consulting Partner"},{"source":{"url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953107+00:00","capacity":"technology consulting partner","title":"Technology Consulting Partner"},{"source":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"technology consulting partner","title":"Technology Consulting Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"technology consulting partner","title":"Technology Consulting Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977646+00:00","last_confirmed_at":"2026-10-29T01:29:27.953107+00:00"},{"label":"Igor Bochenkov","value":{"@id":"urn:lumitra:person:45a70c5c-06bb-4e83-b76a-92239fde251c","url":"https://www.grassiadvisors.com/team/igor-bochenkov/","name":"Igor Bochenkov","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Igor Bochenkov Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:59556cdef2571f41","urn:lumitra:person:grassiadvisors.com:6b176cca981cacfa"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Jackie Honeycutt","value":{"@id":"urn:lumitra:person:d406be19-9f33-4c5e-bfc4-3de197c43d40","url":"https://www.grassiadvisors.com/team/jackie-honeycutt/","name":"Jackie Honeycutt","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Jackie Honeycutt International Tax Director learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"International Tax Director","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"International Tax Director","witnessIds":["urn:lumitra:person:grassiadvisors.com:14a59dc8a88a5ca9","urn:lumitra:person:grassiadvisors.com:3fed58b9d36ac75d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"international tax director","title":"International Tax Director"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Jack M. Farris","value":{"@id":"urn:lumitra:person:b5ddcd2c-8496-4a41-b10e-7c35b9c8c61b","asOf":"2026-02-27","name":"Jack M. Farris","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000163646826000002/wk-form4_1772573290.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000163646826000002/wk-form4_1772573290.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:f7ce5b9a7ce0f103","urn:lumitra:person:grassiadvisors.com:41ea0bb632634082","urn:lumitra:person:grassiadvisors.com:994f728580a4cbed"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000163646826000002/wk-form4_1772573290.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Jaime Rapps","value":{"@id":"urn:lumitra:person:f23fe003-0994-45b0-8097-692e2d9b80fc","url":"https://www.grassiadvisors.com/team/jaime-rapps/","name":"Jaime Rapps","@type":"Person","email":"jrapps@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Partner","source":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"}],"selected_source":"https://www.grassiadvisors.com/team/jaime-rapps/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/jaime-rapps/","title":"Jaime Rapps, CPA Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","title":"Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","evidence":{"text":"Jaime Rapps\nPartner","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","representation":"visible"},"jobTitle":"Partner","modified":"2025-11-25T23:02:51+00:00","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Jaime Rapps Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"Jaime Rapps Partner learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"For more information on how to evaluate your contracts and get this conversation started with your banker, please contact Jaime Rapps , Audit Partner, at 212.223.5072 or jrapps@grassiadvisors.com .","heading":"Add LIBOR Changes to Your Risk Management Plans","locator":"p","source_url":"https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","representation":"href"},"observedAt":"2026-10-29T01:29:12.745732989Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/jaime-rapps/","format":"Published person (name and role labels)","evidence":{"text":"Jaime Rapps","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/jaime-rapps/","representation":"visible"},"jobTitle":"Jaime Rapps, CPA Partner","modified":"2026-04-01T18:37:46+00:00","observedAt":"2026-10-29T01:29:14.977706602Z","relationship":"publisher"}],"jobTitle":"Jaime Rapps, CPA Partner","telephone":"212.223.5072","witnessIds":["urn:lumitra:person:grassiadvisors.com:6088bd5dff9b7ebc","urn:lumitra:person:grassiadvisors.com:150616451b36ce73","urn:lumitra:person:grassiadvisors.com:46df9a2f17364fd7","urn:lumitra:person:grassiadvisors.com:914b289c6a61a974","urn:lumitra:person:grassiadvisors.com:70977b9ab79dac78","urn:lumitra:person:grassiadvisors.com:9f2a1747f60fb89c","urn:lumitra:person:grassiadvisors.com:85c633ac2bc88f7c"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977706602Z","supporting":["https://www.grassiadvisors.com/team/jaime-rapps/"],"relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/jaime-rapps/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:14.977706602Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:12.745732989Z","relationship":"publisher"}},"contactRoutes":[{"value":"jrapps@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977706+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","https://www.grassiadvisors.com/team/jaime-rapps/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/jaime-rapps/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977706+00:00","capacity":"cpa partner","title":"Jaime Rapps, CPA Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/jaime-rapps/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977706+00:00","capacity":"jaime rapp","title":"Jaime Rapps, CPA Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.768068+00:00","last_confirmed_at":"2026-10-29T01:29:27.952960+00:00"},{"label":"James Bohl","value":{"@id":"urn:lumitra:person:a8a2d558-fc63-454f-a841-bd8251ab4447","url":"https://www.grassiadvisors.com/team/james-bohl/","name":"James Bohl","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"James Bohl Partner, Co-President of Grassi Franchise Services, LLC learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Partner, Co-President of Grassi Franchise Services, LLC","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Partner, Co-President of Grassi Franchise Services, LLC","witnessIds":["urn:lumitra:person:grassiadvisors.com:4823e506e5bda175","urn:lumitra:person:grassiadvisors.com:33d09dcf2e852db9"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"llc","title":"Partner, Co-President of Grassi Franchise Services, LLC"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"partner","title":"Partner, Co-President of Grassi Franchise Services, LLC"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"president of grassi franchise service","title":"Partner, Co-President of Grassi Franchise Services, LLC"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"James McIntosh","value":{"@id":"urn:lumitra:person:9958c467-76a4-4a63-a846-7af5fd3ab564","url":"https://www.grassiadvisors.com/team/james-mcintosh/","name":"James McIntosh","@type":"Person","email":"jmcintosh@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Partner","source":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/"}],"selected_source":"https://www.grassiadvisors.com/team/james-mcintosh/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","title":"James McIntosh, CPA, MST Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","title":"Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","evidence":{"text":"James McIntosh Partner learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","representation":"visible"},"jobTitle":"Partner","modified":"2026-05-19T20:56:02+00:00","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"James McIntosh Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","format":"Published person (name and role labels)","evidence":{"text":"James McIntosh","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/james-mcintosh/","representation":"visible"},"jobTitle":"James McIntosh, CPA, MST Partner","modified":"2026-02-23T18:57:11+00:00","observedAt":"2026-10-29T01:29:19.435937321Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jmcintosh@grassiadvisors.com 516.918.5961","region":"aside","heading":"James McIntosh, CPA, MST Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/james-mcintosh/","representation":"href"},"observedAt":"2026-10-29T01:29:19.435937321Z","relationship":"publisher"}],"jobTitle":"James McIntosh, CPA, MST Partner","telephone":"516.918.5961","witnessIds":["urn:lumitra:person:grassiadvisors.com:ed26c0c72c76fb14","urn:lumitra:person:grassiadvisors.com:239ea78eb6b24ce6","urn:lumitra:person:grassiadvisors.com:66c204a94e4e49f5","urn:lumitra:person:grassiadvisors.com:133593406ce9a587","urn:lumitra:person:grassiadvisors.com:2a28739d740d9cc4"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:19.435937321Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:19.435937321Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:19.435937321Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.918.5961","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:19.435937+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/james-mcintosh/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"jmcintosh@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:19.435937+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/james-mcintosh/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:19.435937+00:00","capacity":"cpa","title":"James McIntosh, CPA, MST Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:19.435937+00:00","capacity":"jame mcintosh","title":"James McIntosh, CPA, MST Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/james-mcintosh/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:19.435937+00:00","capacity":"mst partner","title":"James McIntosh, CPA, MST Partner"},{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:59.530105+00:00","last_confirmed_at":"2026-10-29T01:29:19.435937+00:00"},{"label":"James McKenna","value":{"@id":"urn:lumitra:person:59ad8d4a-3032-4fdb-963d-287d7372e09b","url":"https://www.grassiadvisors.com/team/james-mckenna/","name":"James McKenna","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"James McKenna Consulting Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Consulting Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Consulting Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:830f894863ff89ac","urn:lumitra:person:grassiadvisors.com:f3cd584a56b77e2e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"consulting principal","title":"Consulting Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"James O’Brien","value":{"@id":"urn:lumitra:person:e9cace3b-116b-4d4c-a16b-ae3a2e705cb9","url":"https://www.grassiadvisors.com/team/james-obrien/","name":"James O’Brien","@type":"Person","email":"jobrien@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/james-obrien/","title":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"James O’Brien Partner, Forensic, Litigation & Valuation Services Co-Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner, Forensic, Litigation & Valuation Services Co-Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/james-obrien/","format":"Published person (name and role labels)","evidence":{"text":"James O’Brien","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/james-obrien/","representation":"visible"},"jobTitle":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader","modified":"2026-04-17T01:59:58+00:00","observedAt":"2026-10-29T01:29:16.656716705Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/james-obrien/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jobrien@grassiadvisors.com 609.922.3042","region":"aside","heading":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/james-obrien/","representation":"href"},"observedAt":"2026-10-29T01:29:16.656716705Z","relationship":"publisher"}],"jobTitle":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader","telephone":"609.922.3042","witnessIds":["urn:lumitra:person:grassiadvisors.com:1ce7a019a0208c33","urn:lumitra:person:grassiadvisors.com:313ca2de8fd04619","urn:lumitra:person:grassiadvisors.com:ea968cb43f199498","urn:lumitra:person:grassiadvisors.com:cd239464045e7d0e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/james-obrien/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:16.656716705Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/james-obrien/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:16.656716705Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/james-obrien/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:16.656716705Z","relationship":"publisher"}},"contactRoutes":[{"value":"609.922.3042","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:16.656716+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/james-obrien/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"jobrien@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:16.656716+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/james-obrien/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"forensic","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"litigation and valuation service leader","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/james-obrien/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656716+00:00","capacity":"cpa and cff partner","title":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/james-obrien/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656716+00:00","capacity":"forensic","title":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/james-obrien/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656716+00:00","capacity":"jame obrien","title":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/james-obrien/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656716+00:00","capacity":"litigation and valuation service leader","title":"James O’Brien, CPA/CFF Partner, Forensic, Litigation & Valuation Services Co-Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977306+00:00","last_confirmed_at":"2026-10-29T01:29:16.656716+00:00"},{"label":"Jamie Herlihy","value":{"@id":"urn:lumitra:person:b7178308-9864-49a1-90e3-16a19da8f6e1","url":"https://www.grassiadvisors.com/team/jamie-murnane/","name":"Jamie Herlihy","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","evidence":{"text":"Jamie Herlihy Human Resources Manager learn more","heading":"Leadership","locator":"div.member","section":"OUTSOURCED HR SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","representation":"visible"},"jobTitle":"Human Resources Manager","modified":"2026-07-01T19:12:50+00:00","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"}],"jobTitle":"Human Resources Manager","witnessIds":["urn:lumitra:person:grassiadvisors.com:cd99a8f8431973ea","urn:lumitra:person:grassiadvisors.com:64377a496f77a6f4"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"human resource manager","title":"Human Resources Manager"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.781536+00:00","last_confirmed_at":"2026-10-29T01:29:03.781536+00:00"},{"label":"Janet Mulligan","value":{"@id":"urn:lumitra:person:f9b66856-3218-4729-a28b-67cc7da84df1","url":"https://www.grassiadvisors.com/team/janet-mulligan/","name":"Janet Mulligan","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Janet Mulligan Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:a5a2364a95cb44e9","urn:lumitra:person:grassiadvisors.com:a6d737b337c2fad6"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Jayne A. Andrews","value":{"@id":"urn:lumitra:person:f4c0b249-3c9b-4f7f-9338-1b80dc5c1dad","url":"https://www.grassiadvisors.com/team/jayne-a-andrews/","name":"Jayne A. Andrews","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Jayne A. Andrews Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:b36950e35947bcfd","urn:lumitra:person:grassiadvisors.com:ba2ac4a3fdff9f7d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Jeff Agranoff","value":{"@id":"urn:lumitra:person:ced5e61e-d655-4937-9896-3240a1deda47","url":"https://www.grassiadvisors.com/team/jeff-agranoff/","name":"Jeff Agranoff","@type":"Person","email":"jagranoff@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","title":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","evidence":{"text":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","representation":"visible"},"jobTitle":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","modified":"2026-07-01T19:10:50+00:00","observedAt":"2026-10-29T01:29:03.280624209Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","evidence":{"text":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader learn more","heading":"Leadership","locator":"div.member","section":"OUTSOURCED HR SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","representation":"visible"},"jobTitle":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","modified":"2026-07-01T19:12:50+00:00","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","format":"Published person (name and role labels)","evidence":{"text":"Jeff Agranoff","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/jeff-agranoff/","representation":"visible"},"jobTitle":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","modified":"2026-06-01T18:57:23+00:00","observedAt":"2026-10-29T01:29:05.962603626Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jagranoff@grassiadvisors.com 516.336.2418","region":"aside","heading":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/jeff-agranoff/","representation":"href"},"observedAt":"2026-10-29T01:29:05.962603626Z","relationship":"publisher"}],"jobTitle":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader","telephone":"516.336.2418","witnessIds":["urn:lumitra:person:grassiadvisors.com:ad058c002fee47fe","urn:lumitra:person:grassiadvisors.com:cfeb72a66eee6381","urn:lumitra:person:grassiadvisors.com:df4513f24c69cadd","urn:lumitra:person:grassiadvisors.com:76d6547e425ac827","urn:lumitra:person:grassiadvisors.com:89cf1e7584fdd399","urn:lumitra:person:grassiadvisors.com:f60d3ec9248af225"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962603626Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:05.962603626Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962603626Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2418","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:05.962603+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/jeff-agranoff/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"jagranoff@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:05.962603+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/jeff-agranoff/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"chief human resource officer and nyc market leader","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"chief human resource officer and nyc market leader","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"chief human resource officer and nyc market leader","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"operation partner","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"operation partner","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.781536+00:00","capacity":"operation partner","title":"Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962603+00:00","capacity":"chief human resource officer and nyc market leader","title":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/jeff-agranoff/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962603+00:00","capacity":"jeff agranoff operation partner","title":"Jeff Agranoff Operations Partner, Chief Human Resources Officer and NYC Co-Market Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:29:05.962603+00:00"},{"label":"Jeffrey Cohen","value":{"@id":"urn:lumitra:person:5e5d0533-10f0-4e88-b463-3b79c5061949","url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","name":"Jeffrey Cohen","@type":"Person","email":"jcohen@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","title":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","title":"if you have contact","published":"2020-07-28","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","title":"Partner, Tax Technical Practice Leader","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"be terminated.\nThere are many private letter rulings on this. Real estate professional grouping elections treat real estate as non-passive. These elections are entirely different from S elections in which real estate is treated as an active trade or business. Don’t confuse them at your next dinner party.\nIf you have questions about qualifying as a real estate professional, please contact your Grassi Advisor or Jeffrey Cohen , Tax Services Leader at jcohen@grassiadvisors.com or 516.336.2475.\nJeffrey G. Cohen Jeffrey G. Cohen is a Partner at Grassi and the firm’s Tax Technical Practice Leader. With over 30 years of experience, Jeff specializes in serving companies in the manufacturing and distribution industry, emphasizing the food and beverage and pharmaceutical sectors. A leading tax exper","heading":"Real Estate Professional Election","locator":"line 111","section":"To the IRS, not all Real Estate Professionals are Created Equal","source_url":"https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","representation":"visible"},"jobTitle":"if you have contact","published":"2020-07-28","observedAt":"2026-10-29T01:29:25.951789069Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","evidence":{"text":"Jeffrey G. Cohen Partner, Tax Technical Practice Leader learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","representation":"visible"},"jobTitle":"Partner, Tax Technical Practice Leader","modified":"2026-05-19T20:56:02+00:00","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Jeffrey G. Cohen Partner, Tax Technical Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner, Tax Technical Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","format":"Published person (name and role labels)","evidence":{"text":"Jeffrey G. Cohen","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","representation":"visible"},"jobTitle":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader","modified":"2026-02-23T18:56:16+00:00","observedAt":"2026-10-29T01:29:09.354684475Z","relationship":"publisher"}],"jobTitle":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader","telephone":"516.336.2475","witnessIds":["urn:lumitra:person:grassiadvisors.com:7b3ee92d964d1e7c","urn:lumitra:person:grassiadvisors.com:7e51b1fcef54b7f6","urn:lumitra:person:grassiadvisors.com:db249a4b5ca7ece1","urn:lumitra:person:grassiadvisors.com:dd0734f06ba51936","urn:lumitra:person:grassiadvisors.com:97b7c150e73c035e","urn:lumitra:person:grassiadvisors.com:6e1c6e2fae636d88"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","basis":"publisher_declared","format":"Published person (named with a role or their own mailbox on the site)","published":"2020-07-28","observedAt":"2026-10-29T01:29:25.951789069Z","supporting":["https://www.grassiadvisors.com/team/jeffrey-g-cohen/"],"relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:09.354684475Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","join":{"rung":"E4","reason":"printed in the person's contact block: \"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader\" / \"jcohen@grassiadvisors.com 516.336.2475\""},"basis":"publisher_declared","format":"A route the site prints with the person (joined on evidence)","relationship":"publisher"}},"alternateName":["Jeffrey G. Cohen"],"contactRoutes":[{"value":"jcohen@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:25.951789+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","https://www.grassiadvisors.com/team/jeffrey-g-cohen/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354684+00:00","capacity":"cpa partner","title":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354684+00:00","capacity":"jeffrey g cohen","title":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/jeffrey-g-cohen/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354684+00:00","capacity":"tax technical practice leader","title":"Jeffrey G. Cohen, CPA Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"tax technical practice leader","title":"Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"tax technical practice leader","title":"Partner, Tax Technical Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/blog/to-the-irs-not-all-real-estate-professionals-are-created-equal/","format":"Published person (named with a role or their own mailbox on the site)","published":"2020-07-28","relationship":"publisher"},"observed_at":"2026-10-29T01:29:25.951789+00:00","capacity":"if you have contact","title":"if you have contact"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:59.530105+00:00","last_confirmed_at":"2026-10-29T01:29:25.951789+00:00"},{"label":"Jessica Gomes","value":{"@id":"urn:lumitra:person:0dd29664-49a9-4ee1-87de-96b36058fbb1","url":"https://www.grassiadvisors.com/team/jessica-gomes/","name":"Jessica Gomes","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Jessica Gomes Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:92d81f73241e74b7","urn:lumitra:person:grassiadvisors.com:6a0add101039c5a9"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Jessica VanRossem","value":{"@id":"urn:lumitra:person:1f5a98f8-9a12-4148-a074-15b8291e6b7f","url":"https://www.grassiadvisors.com/team/jessica-vanrossem/","name":"Jessica VanRossem","@type":"Person","email":"jvanrossem@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Jessica VanRossem Director of Human Resources learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Director of Human Resources","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","evidence":{"text":"Jessica VanRossem Director of Human Resources learn more","heading":"Leadership","locator":"div.member","section":"OUTSOURCED HR SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","representation":"visible"},"jobTitle":"Director of Human Resources","modified":"2026-07-01T19:12:50+00:00","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/jessica-vanrossem/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jvanrossem@grassiadvisors.com 516.336.2432","region":"aside","heading":"Jessica VanRossem, SHRM-CP, CPA Director of Human Resources","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/jessica-vanrossem/","representation":"href"},"observedAt":"2026-10-29T01:29:10.685824408Z","relationship":"publisher"}],"jobTitle":"Director of Human Resources","telephone":"516.336.2432","witnessIds":["urn:lumitra:person:grassiadvisors.com:21ce100c9c7e6993","urn:lumitra:person:grassiadvisors.com:5eb03fc4456a1397","urn:lumitra:person:grassiadvisors.com:5081096449c8223a","urn:lumitra:person:grassiadvisors.com:b3a27e1f8f60ebaa","urn:lumitra:person:grassiadvisors.com:c9b28c51fe17e1fc"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/jessica-vanrossem/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.685824408Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/jessica-vanrossem/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.685824408Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2432","channel":"voice","purpose":"Jessica VanRossem, SHRM-CP, CPA Director of Human Resources","validity":"unknown","observed_at":"2026-10-29T01:29:10.685824+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/jessica-vanrossem/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"jvanrossem@grassiadvisors.com","channel":"email","purpose":"Jessica VanRossem, SHRM-CP, CPA Director of Human Resources","validity":"unknown","observed_at":"2026-10-29T01:29:10.685824+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/jessica-vanrossem/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"director of human resource","title":"Director of Human Resources"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"director of human resource","title":"Director of Human Resources"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.781536+00:00","last_confirmed_at":"2026-10-29T01:29:10.685824+00:00"},{"label":"John Buran","value":{"@id":"urn:lumitra:person:89f1b807-de1f-4048-bcc2-bb6fbb80c24e","asOf":"2026-08-13","name":"John Buran","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000014/primary_doc.xml","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000014/primary_doc.xml","representation":"filing"},"jobTitle":"Director","published":"2026-08-13","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000018/wk-form4a_1789751451.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000018/wk-form4a_1789751451.xml","representation":"filing"},"jobTitle":"Director","published":"2026-08-07","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:838882d41c026fd5","urn:lumitra:person:grassiadvisors.com:4e81f613d80545e9","urn:lumitra:person:grassiadvisors.com:a6a597d073e9dba8"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000014/primary_doc.xml","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-08-13","relationship":"sec_filing"}},"alternateName":["John R Buran"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000014/primary_doc.xml","format":"Named in a capacity in the registrant's SEC filing","published":"2026-08-13","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000123767826000018/wk-form4a_1789751451.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-08-07","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"John F. Barros","value":{"@id":"urn:lumitra:person:3696e748-3a26-496a-816b-509406021423","asOf":"2026-02-27","name":"John F. Barros","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199450526000002/wk-form4_1772573042.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000199450526000002/wk-form4_1772573042.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:14b3397677b60bcb","urn:lumitra:person:grassiadvisors.com:40ed71f9198a8868","urn:lumitra:person:grassiadvisors.com:45457b231f25d8fb"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["John F Barros"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199450526000002/wk-form4_1772573042.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"John V. Pellitteri","value":{"@id":"urn:lumitra:person:aa72728f-2a78-4fcc-b033-f56f7e799f0b","url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","name":"John V. Pellitteri","@type":"Person","email":"jpellitteri@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","title":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","title":"Partner, Healthcare, Cannabis and Accounting Services Leader","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"John V. Pellitteri Partner, Healthcare, Cannabis and Accounting Services Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner, Healthcare, Cannabis and Accounting Services Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"John V. Pellitteri Partner, Healthcare, Cannabis and Accounting Services Leader learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner, Healthcare, Cannabis and Accounting Services Leader","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","format":"Published person (name and role labels)","evidence":{"text":"John V. Pellitteri","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","representation":"visible"},"jobTitle":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader","modified":"2026-04-03T18:26:30+00:00","observedAt":"2026-10-29T01:29:16.656252872Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jpellitteri@grassiadvisors.com 516.336.2470","region":"aside","heading":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","representation":"href"},"observedAt":"2026-10-29T01:29:16.656252872Z","relationship":"publisher"}],"jobTitle":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader","telephone":"516.336.2470","witnessIds":["urn:lumitra:person:grassiadvisors.com:b521983f0ad324a4","urn:lumitra:person:grassiadvisors.com:ed353946f6b5efb0","urn:lumitra:person:grassiadvisors.com:087fa1e7c551a3f6","urn:lumitra:person:grassiadvisors.com:8831e17ee6c02916","urn:lumitra:person:grassiadvisors.com:d7689a04fa3d0b30"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:16.656252872Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:16.656252872Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:16.656252872Z","relationship":"publisher"}},"contactRoutes":[{"value":"jpellitteri@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:16.656252+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/john-v-pelliteri/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.336.2470","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:16.656252+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/john-v-pelliteri/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"cannabi and accounting service leader","title":"Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"cannabi and accounting service leader","title":"Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"healthcare","title":"Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"healthcare","title":"Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656252+00:00","capacity":"cannabi and accounting service leader","title":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656252+00:00","capacity":"cpa partner","title":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656252+00:00","capacity":"healthcare","title":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/john-v-pelliteri/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:16.656252+00:00","capacity":"john v pellitteri","title":"John V. Pellitteri, CPA Partner, Healthcare, Cannabis and Accounting Services Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.768068+00:00","last_confirmed_at":"2026-10-29T01:29:16.656252+00:00"},{"label":"Joseph Carnevale","value":{"@id":"urn:lumitra:person:8f78bfa4-0279-4ee9-977b-034082c05c40","url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","name":"Joseph Carnevale","@type":"Person","email":"jcarnevale@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Partner","source":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/"}],"selected_source":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","title":"Joseph Carnevale, CPA Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","title":"Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","evidence":{"text":"Joseph Carnevale Partner learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","representation":"visible"},"jobTitle":"Partner","modified":"2026-05-19T20:56:02+00:00","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Joseph Carnevale Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","format":"Published person (name and role labels)","evidence":{"text":"Joseph Carnevale","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","representation":"visible"},"jobTitle":"Joseph Carnevale, CPA Partner","modified":"2026-03-24T16:30:19+00:00","observedAt":"2026-10-29T01:29:05.962712555Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jcarnevale@grassiadvisors.com 201.350.5262","region":"aside","heading":"Joseph Carnevale, CPA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","representation":"href"},"observedAt":"2026-10-29T01:29:05.962712555Z","relationship":"publisher"}],"jobTitle":"Joseph Carnevale, CPA Partner","telephone":"201.350.5262","witnessIds":["urn:lumitra:person:grassiadvisors.com:5d0f0120d0b892c6","urn:lumitra:person:grassiadvisors.com:4a9138216d87618e","urn:lumitra:person:grassiadvisors.com:f69c63bf3ffa2bfc","urn:lumitra:person:grassiadvisors.com:246e1d8b1106beac","urn:lumitra:person:grassiadvisors.com:ac81ec6e20bf25f0"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962712555Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:05.962712555Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962712555Z","relationship":"publisher"}},"contactRoutes":[{"value":"jcarnevale@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:05.962712+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/joseph-carnevale-cpa/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"201.350.5262","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:05.962712+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/joseph-carnevale-cpa/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:59.530105+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:59.530105+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962712+00:00","capacity":"cpa partner","title":"Joseph Carnevale, CPA Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/joseph-carnevale-cpa/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962712+00:00","capacity":"joseph carnevale","title":"Joseph Carnevale, CPA Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:29:05.962712+00:00"},{"label":"Joseph J. Lebel","value":{"@id":"urn:lumitra:person:f1633970-39a8-486d-8c8d-c8f97c792904","asOf":"2026-03-04","name":"Joseph J. Lebel","@type":"Person","titles":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","title":"Senior EVP and COO","published":"2026-03-04","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","title":"Director, Senior Executive Vice President and Chief Operating Officer","published":"2026-02-27","relationship":"sec_filing"}],"sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Senior EVP and COO","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","representation":"filing"},"jobTitle":"Senior EVP and COO","published":"2026-03-04","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director, Senior Executive Vice President and Chief Operating Officer","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director, Senior Executive Vice President and Chief Operating Officer","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Senior EVP and COO","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:b6b6e68cddda06b1","urn:lumitra:person:grassiadvisors.com:169c96aaa8a2cc03","urn:lumitra:person:grassiadvisors.com:1a86e53ac297a2bd"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"}},"alternateName":["Joseph Lebel III"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief operating officer","title":"Senior EVP and COO"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief operating officer","title":"Director, Senior Executive Vice President and Chief Operating Officer"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director, Senior Executive Vice President and Chief Operating Officer"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"senior executive vice president","title":"Senior EVP and COO"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"senior executive vice president","title":"Director, Senior Executive Vice President and Chief Operating Officer"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"JOSEPH M MURPHY","value":{"@id":"urn:lumitra:person:c432e949-f248-4dbe-91c8-6d2d6b8ae988","asOf":"2026-03-23","name":"JOSEPH M MURPHY","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000195004726002899/primary_doc.xml","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000195004726002899/primary_doc.xml","representation":"filing"},"jobTitle":"Director","published":"2026-03-23","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000179695426000002/wk-form4_1772573679.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000179695426000002/wk-form4_1772573679.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:4e04ee9cdeed4da0","urn:lumitra:person:grassiadvisors.com:5a292bb8dc511a04","urn:lumitra:person:grassiadvisors.com:2b3d5d041219691f","urn:lumitra:person:grassiadvisors.com:aa4710d77c42ab71"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000195004726002899/primary_doc.xml","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-03-23","relationship":"sec_filing"}},"alternateName":["Joseph M. Murphy, Jr.","Joseph M. Murphy Jr."],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000195004726002899/primary_doc.xml","format":"Named in a capacity in the registrant's SEC filing","published":"2026-03-23","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000179695426000002/wk-form4_1772573679.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Joseph Tomaino","value":{"@id":"urn:lumitra:person:f05d6e52-192f-4058-bf75-f698bb41ed7e","url":"https://www.grassiadvisors.com/team/joseph-tomaino/","name":"Joseph Tomaino","@type":"Person","email":"jtomaino@grassihealthcareadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","title":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","title":"Partner, CEO of Grassi Healthcare Advisors","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Joseph Tomaino Partner, CEO of Grassi Healthcare Advisors learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner, CEO of Grassi Healthcare Advisors","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"Joseph Tomaino Partner, CEO of Grassi Healthcare Advisors learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner, CEO of Grassi Healthcare Advisors","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","format":"Published person (name and role labels)","evidence":{"text":"Joseph Tomaino","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/joseph-tomaino/","representation":"visible"},"jobTitle":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors","modified":"2026-07-14T18:13:58+00:00","observedAt":"2026-10-29T01:29:10.68588588Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"jtomaino@grassihealthcareadvisors.com 212.223.5020","region":"aside","heading":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/joseph-tomaino/","representation":"href"},"observedAt":"2026-10-29T01:29:10.68588588Z","relationship":"publisher"}],"jobTitle":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors","telephone":"212.223.5020","witnessIds":["urn:lumitra:person:grassiadvisors.com:4db2cfc75637d3d9","urn:lumitra:person:grassiadvisors.com:f29e3c2a648eaddb","urn:lumitra:person:grassiadvisors.com:3b01d0097200be9b","urn:lumitra:person:grassiadvisors.com:bbe9a959fdcd292e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.68588588Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:10.68588588Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.68588588Z","relationship":"publisher"}},"contactRoutes":[{"value":"jtomaino@grassihealthcareadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.685885+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/joseph-tomaino/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"212.223.5020","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.685885+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/joseph-tomaino/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"chief executive officer of grassi healthcare advisor","title":"Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"chief executive officer of grassi healthcare advisor","title":"Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685885+00:00","capacity":"chief executive officer of grassi healthcare advisor","title":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685885+00:00","capacity":"joseph tomaino","title":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685885+00:00","capacity":"m s","title":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors"},{"source":{"url":"https://www.grassiadvisors.com/team/joseph-tomaino/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685885+00:00","capacity":"r n partner","title":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.768068+00:00","last_confirmed_at":"2026-10-29T01:29:10.685885+00:00"},{"label":"Josh Wilk","value":{"@id":"urn:lumitra:person:e9a807b8-566d-4984-ba30-d8b5045aae6b","url":"https://www.grassiadvisors.com/team/josh-wilk/","name":"Josh Wilk","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Josh Wilk Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:e01007157e190698","urn:lumitra:person:grassiadvisors.com:44fdbea108770455"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"Julia W. Sauriol","value":{"@id":"urn:lumitra:person:5e4af7b1-44f1-4a13-a905-02583b73de8b","url":"https://www.grassiadvisors.com/team/julia-w-sauriol/","name":"Julia W. Sauriol","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Julia W. Sauriol Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Tax Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:36710deca5f95d6b","urn:lumitra:person:grassiadvisors.com:2f7bae5d10b342bd"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"tax partner","title":"Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Justin Van Ostenbridge","value":{"@id":"urn:lumitra:person:9290dfc6-3801-4852-901c-8a41e7141b8f","url":"https://www.grassiadvisors.com/team/justin-van-ostenbridge/","name":"Justin Van Ostenbridge","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Justin Van Ostenbridge Accounting Services Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Accounting Services Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}],"jobTitle":"Accounting Services Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:520c68aba0244c82","urn:lumitra:person:grassiadvisors.com:32a734fefaec263a"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"accounting service principal","title":"Accounting Services Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977306+00:00","last_confirmed_at":"2026-10-29T01:29:14.977306+00:00"},{"label":"Keith Guillemain","value":{"@id":"urn:lumitra:person:9e39886b-571c-4017-ba1c-3fd66051c571","url":"https://www.grassiadvisors.com/team/keith-guillemain/","name":"Keith Guillemain","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Keith Guillemain Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:689339a366c07463","urn:lumitra:person:grassiadvisors.com:d686d675f9c55c48"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Kenny Li","value":{"@id":"urn:lumitra:person:4c233704-0400-4ba6-a236-ce6b298b57a2","url":"https://www.grassiadvisors.com/team/kenny-li/","name":"Kenny Li","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Kenny Li Chief Information Officer learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Chief Information Officer","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Chief Information Officer","witnessIds":["urn:lumitra:person:grassiadvisors.com:f8163906e2224c0e","urn:lumitra:person:grassiadvisors.com:68037d61777f052d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"chief information officer","title":"Chief Information Officer"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Kimberly M. Guadagno","value":{"@id":"urn:lumitra:person:cfb6aeb6-1cf2-4443-89b7-c822a5bc5587","asOf":"2026-02-27","name":"Kimberly M. Guadagno","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000174578826000002/wk-form4_1772573615.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000174578826000002/wk-form4_1772573615.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:ac7947594ed6a590","urn:lumitra:person:grassiadvisors.com:db40b68cbc21eb1f","urn:lumitra:person:grassiadvisors.com:3c4ec284c66e4f4e"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["Kimberly M Guadagno"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000174578826000002/wk-form4_1772573615.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Leonard Carone","value":{"@id":"urn:lumitra:person:8b9802a7-1c80-49dd-b7a2-ea4f12e003bf","url":"https://www.grassiadvisors.com/team/leonard-carone/","name":"Leonard Carone","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Leonard Carone Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:f6575064b6de9a1d","urn:lumitra:person:grassiadvisors.com:ddedb2609dc53d3c"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Lindsay Faulstich","value":{"@id":"urn:lumitra:person:5821b7ea-c575-426e-9487-102b2f9ae895","url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","name":"Lindsay Faulstich","@type":"Person","email":"lfaulstich@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Tax Partner","source":"https://www.grassiadvisors.com/people/?sf_paged=3"}],"selected_source":"https://www.grassiadvisors.com/team/lindsay-faulstich/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","title":"Lindsay Faulstich, CPA, MST Tax Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","title":"Tax Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Lindsay Faulstich Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","format":"Published person (name and role labels)","evidence":{"text":"Lindsay Faulstich","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","representation":"visible"},"jobTitle":"Lindsay Faulstich, CPA, MST Tax Partner","modified":"2026-08-19T19:10:36+00:00","observedAt":"2026-10-29T01:29:10.685943815Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"lfaulstich@grassiadvisors.com 516.644.5751","region":"aside","heading":"Lindsay Faulstich, CPA, MST Tax Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","representation":"href"},"observedAt":"2026-10-29T01:29:10.685943815Z","relationship":"publisher"}],"jobTitle":"Lindsay Faulstich, CPA, MST Tax Partner","telephone":"516.644.5751","witnessIds":["urn:lumitra:person:grassiadvisors.com:47c0197d7c71e616","urn:lumitra:person:grassiadvisors.com:fac63fc28c833d91","urn:lumitra:person:grassiadvisors.com:1cce7719a7c472cc","urn:lumitra:person:grassiadvisors.com:9fc7f69f0c487cfc"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.685943815Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:10.685943815Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:10.685943815Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.644.5751","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.685943+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/lindsay-faulstich/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"lfaulstich@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:10.685943+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/lindsay-faulstich/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"tax partner","title":"Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685943+00:00","capacity":"cpa","title":"Lindsay Faulstich, CPA, MST Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685943+00:00","capacity":"lindsay faulstich","title":"Lindsay Faulstich, CPA, MST Tax Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/lindsay-faulstich/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.685943+00:00","capacity":"mst tax partner","title":"Lindsay Faulstich, CPA, MST Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:10.685943+00:00"},{"label":"Lisa Rispoli","value":{"@id":"urn:lumitra:person:ee2a7ab2-a036-4b74-8105-b81d5f446100","url":"https://www.grassiadvisors.com/team/lisa-rispoli/","name":"Lisa Rispoli","@type":"Person","email":"lrispoli@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","title":"Partners","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/grassi-wins-step-private-client-award-for-accountancy-team-of-the-year/","title":"Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","title":"Partner, Trust & Estate Services Leader, Private Client Services Leader","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Lisa Rispoli Partner, Trust & Estate Services Leader, Private Client Services Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner, Trust & Estate Services Leader, Private Client Services Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"Forbes Recognizes Two Grassi Partners on its 2025 Best-In-State CPAs List\nApril 21, 2025\nNew York, NY – Grassi, a leading provider of advisory, tax and accounting services, is pleased to announce that two Grassi Partners, Louis Grassi and Lisa Rispoli , were recognized in Forbes’ first Best-In-State CPAs list .\nThe inaugural Best-in-State CPAs list highlights the finest CPAs in the profession who have impressive track records in their specialties, who have broken barriers to emerge as leaders in their fields, who have contributed to advancing the CPA profession, and who have given back to society.\nLouis Grassi, CPA, CFE, is the Chief Executive Officer of Grassi Advisory Group, Inc. and has over 40 years of experience in tax, accounting and consulting. Lou takes a proactive role with client","heading":"Forbes Recognizes Two Grassi Partners on its 2025 Best-In-State CPAs List","locator":"line 88","section":"News","source_url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","representation":"visible"},"jobTitle":"Partners","observedAt":"2026-10-29T01:29:29.383958304Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/grassi-wins-step-private-client-award-for-accountancy-team-of-the-year/","format":"Published person (named with a role in the page's text)","evidence":{"text":"“To be recognized by STEP alongside the best in the private client profession globally is an incredible honor. This award is a testament to the dedication and innovative spirit of our entire team, who consistently go above and beyond to create meaningful results for our clients. We are deeply grateful to our clients for their trust and collaboration, which drive us to serve with integrity, care and excellence every day. This recognition inspires us to keep raising the bar as we help families and individuals achieve their drives and ambitions,” said Lisa Rispoli, Partner and Leader of Grassi’s Private Client Services and Trust & Estate practice.","heading":"Grassi Wins STEP Private Client Award for Accountancy Team of the Year","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-wins-step-private-client-award-for-accountancy-team-of-the-year/","representation":"visible"},"jobTitle":"Partner","modified":"2026-08-19T20:49:04+00:00","observedAt":"2026-10-29T01:29:35.337389215Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","evidence":{"text":"Lisa Rispoli","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/lisa-rispoli/","representation":"visible"},"jobTitle":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader","modified":"2026-10-02T21:26:01+00:00","observedAt":"2026-10-29T01:29:18.457184604Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"lrispoli@grassiadvisors.com 516.336.2444","region":"aside","heading":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/lisa-rispoli/","representation":"href"},"observedAt":"2026-10-29T01:29:18.457184604Z","relationship":"publisher"}],"jobTitle":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader","telephone":"516.336.2444","witnessIds":["urn:lumitra:person:grassiadvisors.com:c728208fa42edc5b","urn:lumitra:person:grassiadvisors.com:232388809efe3a3b","urn:lumitra:person:grassiadvisors.com:27a8674c1c252308","urn:lumitra:person:grassiadvisors.com:3ecf7979b1fa8384","urn:lumitra:person:grassiadvisors.com:316b936db2a5cc33","urn:lumitra:person:grassiadvisors.com:ee54d7c3e4a3d8d6"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457184604Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:18.457184604Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457184604Z","relationship":"publisher"}},"contactRoutes":[{"value":"lrispoli@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:18.457184+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/lisa-rispoli/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.336.2444","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:18.457184+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/lisa-rispoli/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","format":"Published person (named with a role or their own mailbox on the site)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:29.383958+00:00","capacity":"partner","title":"Partners"},{"source":{"url":"https://www.grassiadvisors.com/news/grassi-wins-step-private-client-award-for-accountancy-team-of-the-year/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:35.337389+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"private client service leader","title":"Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"trust and estate service leader","title":"Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457184+00:00","capacity":"aep","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457184+00:00","capacity":"cpa","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457184+00:00","capacity":"lisa rispoli","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457184+00:00","capacity":"private client service leader","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457184+00:00","capacity":"tep partner","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/lisa-rispoli/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457184+00:00","capacity":"trust and estate service leader","title":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977306+00:00","last_confirmed_at":"2026-10-29T01:29:35.337389+00:00"},{"label":"Louise Cody","value":{"@id":"urn:lumitra:person:8e6f00e2-6092-4ba3-b51a-93776ae8d2b6","url":"https://www.grassiadvisors.com/team/louise-cody/","name":"Louise Cody","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Louise Cody Audit Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Audit Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Audit Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:8e77593abb059067","urn:lumitra:person:grassiadvisors.com:770b8e38eb7c83aa"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"audit partner","title":"Audit Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Louis Grassi","value":{"@id":"urn:lumitra:person:95331fc5-9ecd-49d1-a25c-08c66aca5b34","url":"https://www.grassiadvisors.com/team/louis-grassi/","name":"Louis Grassi","@type":"Person","email":"lgrassi@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/people/","title":"Chief Executive Officer, Grassi Advisory Group, Inc.","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/about-us/","title":"CEO and Founder","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","title":"Partners","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/louis-grassi-recognized-among-accounting-industrys-top-managing-partners/","title":"CEO and Managing Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/louis-grassi/","title":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc.","relationship":"publisher"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000085/wk-form4_1780503545.xml","title":"Director","published":"2026-06-01","relationship":"sec_filing"}],"sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Louis Grassi Chief Executive Officer, Grassi Advisory Group, Inc. learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Chief Executive Officer, Grassi Advisory Group, Inc.","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/about-us/","format":"Published person (named with a role in the page's text)","evidence":{"text":"Louis C. Grassi, CEO and Founder","region":"aside","heading":"Louis C. Grassi, CEO and Founder","locator":"h2","source_url":"https://www.grassiadvisors.com/about-us/","representation":"visible"},"jobTitle":"CEO and Founder","modified":"2026-09-28T17:03:50+00:00","observedAt":"2026-10-29T01:28:58.784310924Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"Forbes Recognizes Two Grassi Partners on its 2025 Best-In-State CPAs List\nApril 21, 2025\nNew York, NY – Grassi, a leading provider of advisory, tax and accounting services, is pleased to announce that two Grassi Partners, Louis Grassi and Lisa Rispoli , were recognized in Forbes’ first Best-In-State CPAs list .\nThe inaugural Best-in-State CPAs list highlights the finest CPAs in the profession who have impressive track records in their specialties, who have broken barriers to emerge as leaders in their fields, who have contributed to advancing the CPA profession, and who have given back to society.\nLouis Grassi, CPA, CFE, is the Chief Executive Officer of Grassi Advisory Group, Inc. and has over 40 years of experience in tax, accounting and consulting. Lou takes a proactive role with client","heading":"Forbes Recognizes Two Grassi Partners on its 2025 Best-In-State CPAs List","locator":"line 88","section":"News","source_url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","representation":"visible"},"jobTitle":"Partners","observedAt":"2026-10-29T01:29:29.383958304Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/grassi-expands-leadership-team-with-key-appointments-in-tax-and-forensic-practices/","format":"Published person (named with a role in the page's text)","evidence":{"text":"“Expanding our team with experienced professionals exemplifies the firm’s evolution as a client-focused firm,” said Louis C. Grassi, CEO and Founder. “Through these additions and promotions, we are strengthening a leadership structure that provides clients with the tools and oversight they need to mitigate risk and drive sustainable growth, while ensuring our practices continue to innovate.”","heading":"Grassi Expands Leadership Team with Key Appointments in Tax and Forensic Practices","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-expands-leadership-team-with-key-appointments-in-tax-and-forensic-practices/","representation":"visible"},"jobTitle":"CEO and Founder","observedAt":"2026-10-29T01:29:30.874376649Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/news/louis-grassi-recognized-among-accounting-industrys-top-managing-partners/","format":"Published person (named with a role in the page's text)","evidence":{"text":"New York, N.Y., August 15, 2022 – Louis Grassi, CEO and Managing Partner of Grassi Advisors & Accountants, was recognized among the 2022 MP Elite by Accounting Today. The annual list celebrates top accounting firm managing partners for their visionary leadership and exemplary success in areas such as service expansion, employee retention and innovative growth.","heading":"Louis Grassi Recognized among Accounting Industry’s Top Managing Partners","locator":"p","section":"News","source_url":"https://www.grassiadvisors.com/news/louis-grassi-recognized-among-accounting-industrys-top-managing-partners/","representation":"visible"},"jobTitle":"CEO and Managing Partner","modified":"2026-08-20T13:21:34+00:00","observedAt":"2026-10-29T01:29:38.561417621Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Published person (name and role labels)","evidence":{"text":"Louis Grassi","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/louis-grassi/","representation":"visible"},"jobTitle":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc.","modified":"2026-04-15T20:26:11+00:00","observedAt":"2026-10-29T01:29:05.962060714Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"lgrassi@grassiadvisors.com 516.336.2450","region":"aside","heading":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc.","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/louis-grassi/","representation":"href"},"observedAt":"2026-10-29T01:29:05.962060714Z","relationship":"publisher"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000085/wk-form4_1780503545.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000085/wk-form4_1780503545.xml","representation":"filing"},"jobTitle":"Director","published":"2026-06-01","relationship":"sec_filing"}],"jobTitle":"Chief Executive Officer, Grassi Advisory Group, Inc.","telephone":"516.336.2450","witnessIds":["urn:lumitra:person:grassiadvisors.com:885d8af10f4648de","urn:lumitra:person:grassiadvisors.com:d866066e5ee0c758","urn:lumitra:person:grassiadvisors.com:e8d46910f18fb1c2","urn:lumitra:person:grassiadvisors.com:35ccad2b96b15a04","urn:lumitra:person:grassiadvisors.com:0885c908dc301fec","urn:lumitra:person:grassiadvisors.com:700e4f05b89c8542","urn:lumitra:person:grassiadvisors.com:6e331b001dd7d57d","urn:lumitra:person:grassiadvisors.com:9450ed04162e6a91","urn:lumitra:person:grassiadvisors.com:372514ff77fd95be","urn:lumitra:person:grassiadvisors.com:26db283c21eefec9"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962060714Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:05.962060714Z","relationship":"publisher"}},"alternateName":["Louis C. Grassi","Louis C Grassi"],"contactRoutes":[{"value":"516.336.2450","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:05.962060+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/louis-grassi/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"lgrassi@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:05.962060+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/louis-grassi/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/news/forbes-recognizes-two-grassi-partners-on-its-2025-best-in-state-cpas-list/","format":"Published person (named with a role or their own mailbox on the site)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:29.383958+00:00","capacity":"partner","title":"Partners"},{"source":{"url":"https://www.grassiadvisors.com/about-us/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784310+00:00","capacity":"chief executive officer","title":"CEO and Founder"},{"source":{"url":"https://www.grassiadvisors.com/about-us/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784310+00:00","capacity":"founder","title":"CEO and Founder"},{"source":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962060+00:00","capacity":"cfe chief executive officer","title":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962060+00:00","capacity":"cpa","title":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962060+00:00","capacity":"grassi advisory group","title":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962060+00:00","capacity":"inc","title":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/team/louis-grassi/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:05.962060+00:00","capacity":"loui grassi","title":"Louis Grassi, CPA, CFE Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/news/louis-grassi-recognized-among-accounting-industrys-top-managing-partners/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:38.561417+00:00","capacity":"chief executive officer","title":"CEO and Managing Partner"},{"source":{"url":"https://www.grassiadvisors.com/news/louis-grassi-recognized-among-accounting-industrys-top-managing-partners/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:38.561417+00:00","capacity":"managing partner","title":"CEO and Managing Partner"},{"source":{"url":"https://www.grassiadvisors.com/news/grassi-expands-leadership-team-with-key-appointments-in-tax-and-forensic-practices/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:30.874376+00:00","capacity":"chief executive officer","title":"CEO and Founder"},{"source":{"url":"https://www.grassiadvisors.com/news/grassi-expands-leadership-team-with-key-appointments-in-tax-and-forensic-practices/","format":"Published person (named with a role in the page's text)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:30.874376+00:00","capacity":"founder","title":"CEO and Founder"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"chief executive officer","title":"Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"grassi advisory group","title":"Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"inc","title":"Chief Executive Officer, Grassi Advisory Group, Inc."},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000085/wk-form4_1780503545.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784310+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Lou Pizzileo","value":{"@id":"urn:lumitra:person:497b064d-5316-4c4c-bb54-2298111c54e4","url":"https://www.grassiadvisors.com/team/lou-pizzileo/","name":"Lou Pizzileo","@type":"Person","email":"lpizzileo@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Lou Pizzileo Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","evidence":{"text":"Lou Pizzileo Partner learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-01T19:10:50+00:00","observedAt":"2026-10-29T01:29:03.280624209Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/lou-pizzileo/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"lpizzileo@grassiadvisors.com 516.336.2455","region":"aside","heading":"Lou Pizzileo, CPA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/lou-pizzileo/","representation":"href"},"observedAt":"2026-10-29T01:29:18.457259441Z","relationship":"publisher"}],"jobTitle":"Partner","telephone":"516.336.2455","witnessIds":["urn:lumitra:person:grassiadvisors.com:c120c626dd35ef20","urn:lumitra:person:grassiadvisors.com:c012eb6675f12a32","urn:lumitra:person:grassiadvisors.com:221db8155580dd02","urn:lumitra:person:grassiadvisors.com:32e6d0923c703f21","urn:lumitra:person:grassiadvisors.com:641643ec746bfc0e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/lou-pizzileo/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457259441Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/lou-pizzileo/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457259441Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2455","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:18.457259+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/lou-pizzileo/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"lpizzileo@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:18.457259+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/lou-pizzileo/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280624+00:00","last_confirmed_at":"2026-10-29T01:29:18.457259+00:00"},{"label":"Makaela Corrente","value":{"@id":"urn:lumitra:person:4efaf06b-1b14-4f4c-bccc-f1aa57f1c793","url":"https://www.grassiadvisors.com/blog/author/mcorrente/","name":"Makaela Corrente","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/blog/why-work-with-grassis-sec-capital-markets-team/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/why-work-with-grassis-sec-capital-markets-team/","representation":"json_ld"},"modified":"2025-01-02T22:43:26+00:00","published":"2024-07-30T18:33:15+00:00","observedAt":"2026-10-29T01:29:27.953067831Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/","representation":"json_ld"},"modified":"2024-07-17T21:51:08+00:00","published":"2024-06-25T18:37:17+00:00","observedAt":"2026-10-29T01:29:21.347510943Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/","representation":"json_ld"},"modified":"2026-08-19T17:33:41+00:00","published":"2024-06-25T18:36:19+00:00","observedAt":"2026-10-29T01:29:23.588193352Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/pursuing-a-1031-exchange-when-some-partners-want-to-cash-out/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/pursuing-a-1031-exchange-when-some-partners-want-to-cash-out/","representation":"json_ld"},"modified":"2024-03-22T20:17:42+00:00","published":"2023-09-26T21:32:32+00:00","observedAt":"2026-10-29T01:29:23.588116496Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/board-governance-essentials/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/board-governance-essentials/","representation":"json_ld"},"modified":"2024-03-22T20:23:59+00:00","published":"2023-07-17T18:55:50+00:00","observedAt":"2026-10-29T01:29:12.745249095Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","representation":"json_ld"},"modified":"2024-05-31T18:58:24+00:00","published":"2022-10-31T15:52:33+00:00","observedAt":"2026-10-29T01:29:09.354380835Z","relationship":"publisher"}],"witnessIds":["urn:lumitra:person:grassiadvisors.com:fc8dbfa8129f7be7","urn:lumitra:person:grassiadvisors.com:7fde150b4e9ce67c","urn:lumitra:person:grassiadvisors.com:59cf064a78986589","urn:lumitra:person:grassiadvisors.com:4eaf6d20f002cfbe","urn:lumitra:person:grassiadvisors.com:1345a9d9837f721e","urn:lumitra:person:grassiadvisors.com:31c10d63fa3af348","urn:lumitra:person:grassiadvisors.com:c2edd57371383b6b"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/blog/why-work-with-grassis-sec-capital-markets-team/","basis":"publisher_declared","format":"Published person (schema.org)","published":"2024-07-30T18:33:15+00:00","observedAt":"2026-10-29T01:29:27.953067831Z","relationship":"publisher"}}},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354380+00:00","last_confirmed_at":"2026-10-29T01:29:27.953067+00:00"},{"label":"Marc Leili","value":{"@id":"urn:lumitra:person:c5f8c0eb-ed64-4c53-97d0-fb166a0e570a","url":"https://www.grassiadvisors.com/team/marc-leili/","name":"Marc Leili","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Marc Leili Audit Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Audit Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Audit Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:93489c708e0645e3","urn:lumitra:person:grassiadvisors.com:302f17fe163044e3"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"audit principal","title":"Audit Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Matthew J. McCullough","value":{"@id":"urn:lumitra:person:adfb645a-836b-42ba-aac4-b201cc0fd711","url":"https://www.grassiadvisors.com/team/matthew-mccullough/","name":"Matthew J. McCullough","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Matthew J. McCullough Tax Controversy Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Tax Controversy Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Tax Controversy Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:368ebbf253ab1033","urn:lumitra:person:grassiadvisors.com:ab673494fff375f7"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"tax controversy principal","title":"Tax Controversy Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"Matthew Lombardo","value":{"@id":"urn:lumitra:person:e24be795-0f44-49fa-97a8-964a254f2929","url":"https://www.grassiadvisors.com/team/matthew-lombardo/","name":"Matthew Lombardo","@type":"Person","email":"mlombardo@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Partner","source":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/"}],"selected_source":"https://www.grassiadvisors.com/team/matthew-lombardo/"}},"titles":[{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","title":"Matthew Lombardo, CPA Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","title":"Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","evidence":{"text":"Matthew Lombardo Partner learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","representation":"visible"},"jobTitle":"Partner","modified":"2026-05-19T20:56:02+00:00","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Matthew Lombardo Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","format":"Published person (name and role labels)","evidence":{"text":"Matthew Lombardo","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/matthew-lombardo/","representation":"visible"},"jobTitle":"Matthew Lombardo, CPA Partner","modified":"2026-07-14T14:03:56+00:00","observedAt":"2026-10-29T01:29:18.457323292Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"mlombardo@grassiadvisors.com 516.918.4492","region":"aside","heading":"Matthew Lombardo, CPA Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/matthew-lombardo/","representation":"href"},"observedAt":"2026-10-29T01:29:18.457323292Z","relationship":"publisher"}],"jobTitle":"Matthew Lombardo, CPA Partner","telephone":"516.918.4492","witnessIds":["urn:lumitra:person:grassiadvisors.com:e64709abe8c96026","urn:lumitra:person:grassiadvisors.com:9b61684602de52b1","urn:lumitra:person:grassiadvisors.com:17ca8d207badd78e","urn:lumitra:person:grassiadvisors.com:d8247d723010062d","urn:lumitra:person:grassiadvisors.com:e509b8e1765528c9"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457323292Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:18.457323292Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457323292Z","relationship":"publisher"}},"contactRoutes":[{"value":"mlombardo@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:18.457323+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/matthew-lombardo/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.918.4492","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:18.457323+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/matthew-lombardo/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457323+00:00","capacity":"cpa partner","title":"Matthew Lombardo, CPA Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/matthew-lombardo/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457323+00:00","capacity":"matthew lombardo","title":"Matthew Lombardo, CPA Partner"},{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:59.530105+00:00","last_confirmed_at":"2026-10-29T01:29:18.457323+00:00"},{"label":"Matthew Talia","value":{"@id":"urn:lumitra:person:03a14b21-29aa-4ab9-a340-5d9d313b5cac","url":"https://www.grassiadvisors.com/team/matthew-talia/","name":"Matthew Talia","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Matthew Talia Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:be2995256b70d6b1","urn:lumitra:person:grassiadvisors.com:aa61ad302d4ca532"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"Matt Liebhaber","value":{"@id":"urn:lumitra:person:ff146653-a8c3-4044-964a-31ffb2198935","url":"https://www.grassiadvisors.com/team/matt-liebhaber/","name":"Matt Liebhaber","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Matt Liebhaber Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:6525c7866d2f87f5","urn:lumitra:person:grassiadvisors.com:7a0a697485f3742b"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Meredith Brinkmann","value":{"@id":"urn:lumitra:person:38a8f3a5-9620-45a3-9fef-d9f25830300e","url":"https://www.grassiadvisors.com/team/meredith-brinkmann/","name":"Meredith Brinkmann","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Meredith Brinkmann Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:fecd6e2002b4277b","urn:lumitra:person:grassiadvisors.com:ab09594d35194412"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Michael Hochman","value":{"@id":"urn:lumitra:person:1936b636-9e40-471a-a3db-384f0533f8a7","url":"https://www.grassiadvisors.com/team/michael-hochman/","name":"Michael Hochman","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Michael Hochman Partner, Co-Leader of New Jersey Market learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Partner, Co-Leader of New Jersey Market","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Partner, Co-Leader of New Jersey Market","witnessIds":["urn:lumitra:person:grassiadvisors.com:d1923ca3acedee2a","urn:lumitra:person:grassiadvisors.com:4f2b6dcfcbb0602f"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"leader of new jersey market","title":"Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"partner","title":"Partner, Co-Leader of New Jersey Market"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Michael Violano","value":{"@id":"urn:lumitra:person:d6670cae-787e-45d8-92d0-548002b5c9e7","url":"https://www.grassiadvisors.com/team/michael-violano/","name":"Michael Violano","@type":"Person","titles":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","title":"Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/careers/","title":"Audit Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Michael Violano Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/careers/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"Michael Violano","region":"aside","heading":"Michael Violano","locator":"line 110","source_url":"https://www.grassiadvisors.com/careers/","representation":"visible"},"jobTitle":"Audit Partner","observedAt":"2026-10-29T01:30:34.462626662Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:2e2fb1a7ae490016","urn:lumitra:person:grassiadvisors.com:308029cd00ee54c7","urn:lumitra:person:grassiadvisors.com:bc5eac75231c09a2"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/careers/","format":"Published person (named with a role or their own mailbox on the site)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:30:34.462626+00:00","capacity":"audit partner","title":"Audit Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:30:34.462626+00:00"},{"label":"Michele Holmes","value":{"@id":"urn:lumitra:person:9a1d783c-3d75-4cba-92d8-f450433d2d68","url":"https://www.grassiadvisors.com/team/michele-holmes/","name":"Michele Holmes","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Michele Holmes Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:be6a1ea6a2c10b81","urn:lumitra:person:grassiadvisors.com:622e02387c0159d1"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Michelle A. Schaap","value":{"@id":"urn:lumitra:person:bc9a3156-908e-4176-841c-78bb50a18e33","asOf":"2025","name":"Michelle A. Schaap","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","format":"Published person (named with a role or their own mailbox on the site)","evidence":{"text":"ave intensified concerns about supply chain disruptions, inflated costs, and project dynamics.\nOn April 8, 2025, Grassi hosted a webinar titled “ Navigating the New Tariff Landscape: Solutions for the Construction Industry. ” The discussion featured a diverse group of experts: Carl Oliveri , Construction Practice Leader, Ronald Eagar , Chief Operating Officer, both partners at Grassi; Michelle A. Schaap , Chair of Tech, Privacy, and Data Information from the law firm of Chiesa Shahinian & Giantomasi; and Christopher Hillman, Surety Underwriting Manager at Philadelphia Insurance Companies. Together, they examined the industry’s challenges and strategies contractors can use to chart a path forward.\nCurrent Trends in Construction and Real Estate Across New York and New Jersey\nIn early 2025, t","heading":"Construction Tariffs: Navigating the Tariff Landscape","locator":"line 93","source_url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","representation":"visible"},"jobTitle":"partners","published":"2025","observedAt":"2026-10-29T01:29:21.347776307Z","relationship":"publisher"}],"jobTitle":"partners","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:a07526ec7e60c9f2"],"fieldSources":{"jobTitle":{"url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","basis":"publisher_declared","format":"Published person (named with a role or their own mailbox on the site)","published":"2025","observedAt":"2026-10-29T01:29:21.347776307Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","format":"Published person (named with a role or their own mailbox on the site)","published":"2025","relationship":"publisher"},"observed_at":"2026-10-29T01:29:21.347776+00:00","capacity":"partner","title":"partners"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:21.347776+00:00","last_confirmed_at":"2026-10-29T01:29:21.347776+00:00"},{"label":"Michelle Schneider","value":{"@id":"urn:lumitra:person:82f16ab1-7742-4a70-ae41-69a565f147fc","url":"https://www.grassiadvisors.com/team/michelle-schneider/","name":"Michelle Schneider","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Michelle Schneider Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:481a4a52593af153","urn:lumitra:person:grassiadvisors.com:049b322ff3ff199d"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Mr. Maher","value":{"@id":"urn:lumitra:person:553cfe78-9455-448b-8516-989618896e7f","name":"Mr. Maher","tier":"named_on_site","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm","representation":"filing"},"published":"2026-04-27","relationship":"sec_filing"}],"witnessIds":["urn:lumitra:person:grassiadvisors.com:89828ba11f356ad4","urn:lumitra:person:grassiadvisors.com:a76acc2ee8ae78ba"],"firstNameOnly":true},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Nathaniel Green","value":{"@id":"urn:lumitra:person:3d008ad3-2126-42d5-84a7-0d8d6deb71ed","url":"https://www.grassiadvisors.com/team/nathaniel-green/","name":"Nathaniel Green","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Nathaniel Green Audit Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Audit Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Audit Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:00ecbc36e7547cbf","urn:lumitra:person:grassiadvisors.com:9dae21e1c7a3deba"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"audit principal","title":"Audit Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Nicholas Kostopoulos","value":{"@id":"urn:lumitra:person:60e05007-096f-4e01-80a1-838ed94d557a","url":"https://www.grassiadvisors.com/team/nicholas-kostopoulos/","name":"Nicholas Kostopoulos","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Nicholas Kostopoulos Tax Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Tax Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Tax Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:7ba53d3815dea4e0","urn:lumitra:person:grassiadvisors.com:4ea69cc3d7f741e7"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"tax principal","title":"Tax Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Nicholas Rinaldi","value":{"@id":"urn:lumitra:person:f519530a-f6e1-4126-a62d-a3402d2938cb","url":"https://www.grassiadvisors.com/team/nicholas-rinaldi/","name":"Nicholas Rinaldi","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Nicholas Rinaldi General Counsel learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"General Counsel","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}],"jobTitle":"General Counsel","witnessIds":["urn:lumitra:person:grassiadvisors.com:2020eec9c8bce1a0","urn:lumitra:person:grassiadvisors.com:375962cc9d2b7209"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"general counsel","title":"General Counsel"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977306+00:00","last_confirmed_at":"2026-10-29T01:29:14.977306+00:00"},{"label":"Nicos Katsoulis","value":{"@id":"urn:lumitra:person:c5a985f0-6600-4be3-ab61-abe276d6a87b","asOf":"2026-02-27","name":"Nicos Katsoulis","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000140832926000002/wk-form4_1772573789.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000140832926000002/wk-form4_1772573789.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:1e43a5d72e259ea1","urn:lumitra:person:grassiadvisors.com:c58cbba96cf63e50","urn:lumitra:person:grassiadvisors.com:7489304c0e142888"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000140832926000002/wk-form4_1772573789.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Nina Kose","value":{"@id":"urn:lumitra:person:a54d8db2-f41d-453a-9b57-5de8747102e9","url":"https://www.grassiadvisors.com/team/nina-kose/","name":"Nina Kose","@type":"Person","email":"nkose@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Nina Kose, PHR Human Resources Director","source":"https://www.grassiadvisors.com/team/nina-kose/"}],"selected_source":"https://www.grassiadvisors.com/people/?sf_paged=5"}},"titles":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","title":"Human Resources Director","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/nina-kose/","title":"Nina Kose, PHR Human Resources Director","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Nina Kose Human Resources Director learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Human Resources Director","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","evidence":{"text":"Nina Kose Human Resources Director learn more","heading":"Leadership","locator":"div.member","section":"OUTSOURCED HR SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","representation":"visible"},"jobTitle":"Human Resources Director","modified":"2026-07-01T19:12:50+00:00","observedAt":"2026-10-29T01:29:03.781536958Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/nina-kose/","format":"Published person (name and role labels)","evidence":{"text":"Nina Kose","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/nina-kose/","representation":"visible"},"jobTitle":"Nina Kose, PHR Human Resources Director","observedAt":"2026-10-29T01:29:18.457384509Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/nina-kose/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"nkose@grassiadvisors.com 201.808.9766","region":"aside","heading":"Nina Kose, PHR Human Resources Director","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/nina-kose/","representation":"href"},"observedAt":"2026-10-29T01:29:18.457384509Z","relationship":"publisher"}],"jobTitle":"Human Resources Director","telephone":"201.808.9766","witnessIds":["urn:lumitra:person:grassiadvisors.com:b3a7b8b943dd12eb","urn:lumitra:person:grassiadvisors.com:9907bc6218af5bab","urn:lumitra:person:grassiadvisors.com:c0e12364005140b9","urn:lumitra:person:grassiadvisors.com:e5aeb386fb6afa13","urn:lumitra:person:grassiadvisors.com:7a4e16c975b6d694"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/nina-kose/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457384509Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/nina-kose/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457384509Z","relationship":"publisher"}},"contactRoutes":[{"value":"201.808.9766","channel":"voice","purpose":"Nina Kose, PHR Human Resources Director","validity":"unknown","observed_at":"2026-10-29T01:29:18.457384+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/nina-kose/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"nkose@grassiadvisors.com","channel":"email","purpose":"Nina Kose, PHR Human Resources Director","validity":"unknown","observed_at":"2026-10-29T01:29:18.457384+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/nina-kose/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/nina-kose/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457384+00:00","capacity":"nina kose","title":"Nina Kose, PHR Human Resources Director"},{"source":{"url":"https://www.grassiadvisors.com/team/nina-kose/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.457384+00:00","capacity":"phr human resource director","title":"Nina Kose, PHR Human Resources Director"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"human resource director","title":"Human Resources Director"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/hr-advisory-services/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"human resource director","title":"Human Resources Director"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.781536+00:00","last_confirmed_at":"2026-10-29T01:29:18.457384+00:00"},{"label":"Paolo Siniscalco","value":{"@id":"urn:lumitra:person:08c66b5f-0321-47b4-bbdc-08149ac353ad","url":"https://www.grassiadvisors.com/team/paolo-siniscalco/","name":"Paolo Siniscalco","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Paolo Siniscalco Founder and Managing Partner of Siniscalco & Partners learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Founder and Managing Partner of Siniscalco & Partners","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Founder and Managing Partner of Siniscalco & Partners","witnessIds":["urn:lumitra:person:grassiadvisors.com:7c75de52a2fad30c","urn:lumitra:person:grassiadvisors.com:6bc50ef574174658"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"founder","title":"Founder and Managing Partner of Siniscalco & Partners"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"managing partner of siniscalco","title":"Founder and Managing Partner of Siniscalco & Partners"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Founder and Managing Partner of Siniscalco & Partners"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Patricia L. Turner","value":{"@id":"urn:lumitra:person:eeec129d-041b-4b1a-9947-41a5978cce51","asOf":"2026-02-27","name":"Patricia L. Turner","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000182698126000003/wk-form4_1772574823.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000182698126000003/wk-form4_1772574823.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:94acb0357ac45bf7","urn:lumitra:person:grassiadvisors.com:55bb4b300daf6d0a","urn:lumitra:person:grassiadvisors.com:4e75ff046d4ba81a","urn:lumitra:person:grassiadvisors.com:0898dc63dcceef16"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["Patricia Lynne Turner"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000182698126000003/wk-form4_1772574823.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Patrick Chong","value":{"@id":"urn:lumitra:person:e7872376-7b41-4206-99ad-9fdda3a33971","asOf":"2026-02-27","name":"Patrick Chong","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"(Principal Accounting Officer)","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"(Principal Accounting Officer)","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"(Principal Accounting Officer)","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:01f4c116c1d1a2fa","urn:lumitra:person:grassiadvisors.com:576521a364f45864"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief accounting officer","title":"(Principal Accounting Officer)"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Patrick Fahey","value":{"@id":"urn:lumitra:person:401a9e27-78ab-43dd-b730-d916f1f8a486","url":"https://www.grassiadvisors.com/team/patrick-fahey/","name":"Patrick Fahey","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Patrick Fahey Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:4833646489975aac","urn:lumitra:person:grassiadvisors.com:998ab1c99abaecbf"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Patrick S. Barrett","value":{"@id":"urn:lumitra:person:5fa9cdd6-93c6-4724-acde-8074777da761","asOf":"2026-03-04","name":"Patrick S. Barrett","@type":"Person","titles":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","title":"Senior EVP & CFO","published":"2026-03-04","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","title":"Senior Executive Vice President and Chief Financial Officer (Principal Financial Officer)","published":"2026-02-27","relationship":"sec_filing"}],"sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Senior EVP & CFO","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","representation":"filing"},"jobTitle":"Senior EVP & CFO","published":"2026-03-04","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Senior Executive Vice President and Chief Financial Officer (Principal Financial Officer)","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Senior Executive Vice President and Chief Financial Officer (Principal Financial Officer)","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Senior EVP & CFO","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:592c398ea8154382","urn:lumitra:person:grassiadvisors.com:9ec6f6bc0b3120ef","urn:lumitra:person:grassiadvisors.com:51024ab64d682e08","urn:lumitra:person:grassiadvisors.com:a3887e77abafe8a7"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"}},"alternateName":["Patrick Sean Barrett"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief financial officer","title":"Senior Executive Vice President and Chief Financial Officer (Principal Financial Officer)"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"senior executive vice president","title":"Senior Executive Vice President and Chief Financial Officer (Principal Financial Officer)"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"chief financial officer","title":"Senior EVP & CFO"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"senior executive vice president","title":"Senior EVP & CFO"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Raymond L. Anstiss, Jr.","value":{"@id":"urn:lumitra:person:6b3819ac-5261-4840-824b-8de539220a32","url":"https://www.grassiadvisors.com/team/raymond-l-anstiss-jr/","name":"Raymond L. Anstiss, Jr.","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Raymond L. Anstiss, Jr. Partner, Managing Partner of the Chelmsford Office, Boston Market Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Partner, Managing Partner of the Chelmsford Office, Boston Market Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}],"jobTitle":"Partner, Managing Partner of the Chelmsford Office, Boston Market Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:8d9305376288a44e","urn:lumitra:person:grassiadvisors.com:c493e512e4b84a11"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"boston market leader","title":"Partner, Managing Partner of the Chelmsford Office, Boston Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"managing partner of the chelmsford office","title":"Partner, Managing Partner of the Chelmsford Office, Boston Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:28:58.784868+00:00","capacity":"partner","title":"Partner, Managing Partner of the Chelmsford Office, Boston Market Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:28:58.784868+00:00"},{"label":"Richard B. Dionne","value":{"@id":"urn:lumitra:person:14955eea-8307-466c-aa43-6a67211e85f3","url":"https://www.grassiadvisors.com/team/richard-b-dionne/","name":"Richard B. Dionne","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Richard B. Dionne Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:76943e33135b1527","urn:lumitra:person:grassiadvisors.com:503d912781bdfc18"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Rico D’Amelio","value":{"@id":"urn:lumitra:person:28f98776-bc3d-4c9a-b4d8-d3788972ad71","url":"https://www.grassiadvisors.com/team/rico-damelio/","name":"Rico D’Amelio","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Rico D’Amelio Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:84443adc477beed5","urn:lumitra:person:grassiadvisors.com:6b0d9b65f672ec2e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Robert C. Garrett","value":{"@id":"urn:lumitra:person:3774992f-24a4-4bb8-a3e0-fb1b505f6459","asOf":"2026-02-27","name":"Robert C. Garrett","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199733626000003/wk-form4_1772573464.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000199733626000003/wk-form4_1772573464.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:ad518c0b7e5ac932","urn:lumitra:person:grassiadvisors.com:be73c64b59a243d5","urn:lumitra:person:grassiadvisors.com:900b389ac850ac8f"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["Robert C Garrett"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000199733626000003/wk-form4_1772573464.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Robert E. Grote","value":{"@id":"urn:lumitra:person:d240070d-efe7-46a1-8b59-7fd3d0600336","url":"https://www.grassiadvisors.com/team/robert-e-grote/","name":"Robert E. Grote","@type":"Person","email":"rgrote@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","title":"Partner, Manufacturing & Distribution Practice Leader","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","title":"Robert E. Grote, CPA Partner, Manufacturing & Distribution Practice Leader","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","evidence":{"text":"Robert E. Grote Partner, Manufacturing & Distribution Practice Leader learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","representation":"visible"},"jobTitle":"Partner, Manufacturing & Distribution Practice Leader","modified":"2026-05-19T20:56:02+00:00","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Robert E. Grote Partner, Manufacturing & Distribution Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Partner, Manufacturing & Distribution Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","format":"Published person (name and role labels)","evidence":{"text":"Robert E. Grote","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/robert-e-grote/","representation":"visible"},"jobTitle":"Robert E. Grote, CPA Partner, Manufacturing & Distribution Practice Leader","modified":"2026-04-09T17:56:11+00:00","observedAt":"2026-10-29T01:29:08.173440094Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"rgrote@grassiadvisors.com 516.336.2468","region":"aside","heading":"Robert E. Grote, CPA Partner, Manufacturing & Distribution Practice Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/robert-e-grote/","representation":"href"},"observedAt":"2026-10-29T01:29:08.173440094Z","relationship":"publisher"}],"jobTitle":"Partner, Manufacturing & Distribution Practice Leader","telephone":"516.336.2468","witnessIds":["urn:lumitra:person:grassiadvisors.com:81c2381c26cce312","urn:lumitra:person:grassiadvisors.com:66c03f17823ba368","urn:lumitra:person:grassiadvisors.com:b4aaf9fab603db13","urn:lumitra:person:grassiadvisors.com:46fdce0764d0c787","urn:lumitra:person:grassiadvisors.com:f4c80caa66ff010a"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:08.173440094Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:59.530105665Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:08.173440094Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2468","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:08.173440+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/robert-e-grote/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"rgrote@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:08.173440+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/robert-e-grote/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"manufacturing and distribution practice leader","title":"Partner, Manufacturing & Distribution Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"manufacturing and distribution practice leader","title":"Partner, Manufacturing & Distribution Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"partner","title":"Partner, Manufacturing & Distribution Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"partner","title":"Partner, Manufacturing & Distribution Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173440+00:00","capacity":"cpa partner","title":"Robert E. Grote, CPA Partner, Manufacturing & Distribution Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173440+00:00","capacity":"manufacturing and distribution practice leader","title":"Robert E. Grote, CPA Partner, Manufacturing & Distribution Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/team/robert-e-grote/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173440+00:00","capacity":"robert e grote","title":"Robert E. Grote, CPA Partner, Manufacturing & Distribution Practice Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:59.530105+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"},{"label":"Robert J. Brewer","value":{"@id":"urn:lumitra:person:d15a0637-7de7-4885-979d-1588f15d7d25","url":"https://www.grassiadvisors.com/team/robert-j-brewer/","name":"Robert J. Brewer","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Robert J. Brewer Partner, Architecture & Engineering Practice Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner, Architecture & Engineering Practice Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Partner, Architecture & Engineering Practice Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:e0709ac4b0b08a55","urn:lumitra:person:grassiadvisors.com:72941bbfca279300"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"architecture and engineering practice leader","title":"Partner, Architecture & Engineering Practice Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner, Architecture & Engineering Practice Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Robert S. Posner","value":{"@id":"urn:lumitra:person:682f55a5-e91d-4ee1-92e3-c032c248e91c","url":"https://www.grassiadvisors.com/team/robert-s-posner/","name":"Robert S. Posner","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","evidence":{"text":"Robert S. Posner Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:5d190be3b0b51f15","urn:lumitra:person:grassiadvisors.com:bfa69d65683251d2"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.97730685Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=7","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977306+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977306+00:00","last_confirmed_at":"2026-10-29T01:29:14.977306+00:00"},{"label":"Rocco Totino","value":{"@id":"urn:lumitra:person:21ac8d60-bcda-43a1-aef2-01b98eb1959e","url":"https://www.grassiadvisors.com/team/rocco-totino/","name":"Rocco Totino","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Rocco Totino Partner Emeritus, Italian Practice learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner Emeritus, Italian Practice","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Partner Emeritus, Italian Practice","witnessIds":["urn:lumitra:person:grassiadvisors.com:2b54e6486f43b061","urn:lumitra:person:grassiadvisors.com:63e2c57e3160eef3"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"italian practice","title":"Partner Emeritus, Italian Practice"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner emeritu","title":"Partner Emeritus, Italian Practice"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"Ronald J. Eagar","value":{"@id":"urn:lumitra:person:76556746-9202-46f0-b462-333423981737","url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","name":"Ronald J. Eagar","@type":"Person","email":"reagar@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","title":"Partner, Chief Operating Officer","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","title":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Ronald J. Eagar Partner, Chief Operating Officer learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner, Chief Operating Officer","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","format":"Published person (name and role labels)","evidence":{"text":"Ronald J. Eagar","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","representation":"visible"},"jobTitle":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer","modified":"2026-03-13T15:48:38+00:00","observedAt":"2026-10-29T01:29:09.354748465Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"reagar@grassiadvisors.com 516.336.2460","region":"aside","heading":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","representation":"href"},"observedAt":"2026-10-29T01:29:09.354748465Z","relationship":"publisher"}],"jobTitle":"Partner, Chief Operating Officer","telephone":"516.336.2460","witnessIds":["urn:lumitra:person:grassiadvisors.com:f9fce50d2b5cc368","urn:lumitra:person:grassiadvisors.com:421d52f2f78c7e8a","urn:lumitra:person:grassiadvisors.com:1f45270c4422db70","urn:lumitra:person:grassiadvisors.com:e995b285cc0ffd02"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:09.354748465Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:09.354748465Z","relationship":"publisher"}},"contactRoutes":[{"value":"516.336.2460","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:09.354748+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/ronald-j-eagar/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"reagar@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:09.354748+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/ronald-j-eagar/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354748+00:00","capacity":"ccifp partner","title":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer"},{"source":{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354748+00:00","capacity":"chief operating officer","title":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer"},{"source":{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354748+00:00","capacity":"cpa","title":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer"},{"source":{"url":"https://www.grassiadvisors.com/team/ronald-j-eagar/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354748+00:00","capacity":"ronald j eagar","title":"Ronald J. Eagar, CPA, CCIFP Partner, Chief Operating Officer"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"chief operating officer","title":"Partner, Chief Operating Officer"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner, Chief Operating Officer"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:09.354748+00:00"},{"label":"Ryan Corcoran","value":{"@id":"urn:lumitra:person:aab546dc-5b5c-44bf-8a15-e8fad9922dc8","url":"https://www.grassiadvisors.com/team/ryan-corcoran/","name":"Ryan Corcoran","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Ryan Corcoran Director of Business Development learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Director of Business Development","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Director of Business Development","witnessIds":["urn:lumitra:person:grassiadvisors.com:9c37eb9b964b81f0","urn:lumitra:person:grassiadvisors.com:5ee67d96061bebab"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"director of business development","title":"Director of Business Development"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Sam Sang Ki Han","value":{"@id":"urn:lumitra:person:db44abac-3d9a-493d-a970-ae0a67447de7","asOf":"2026-06-01","name":"Sam Sang Ki Han","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000089/wk-form4_1780503928.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000089/wk-form4_1780503928.xml","representation":"filing"},"jobTitle":"Director","published":"2026-06-01","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:118451b4324fa956","urn:lumitra:person:grassiadvisors.com:a24f4962b368ec74"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000089/wk-form4_1780503928.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000089/wk-form4_1780503928.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Sandra Stella","value":{"@id":"urn:lumitra:person:afa65c98-707c-4604-9203-5aecaa76a9fe","url":"https://www.grassiadvisors.com/team/sandra-stella/","name":"Sandra Stella","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Sandra Stella Business Advisor learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Business Advisor","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Business Advisor","witnessIds":["urn:lumitra:person:grassiadvisors.com:7f4c7cf9549a3bdc","urn:lumitra:person:grassiadvisors.com:f998a4e5d8747a4e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"business advisor","title":"Business Advisor"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"S. Bernard Goldberg","value":{"@id":"urn:lumitra:person:b2dbd4fb-46d6-4d3c-8c6a-2fee636f7a86","url":"https://www.grassiadvisors.com/team/s-bernard-goldberg/","name":"S. Bernard Goldberg","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"S. Bernard Goldberg Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:c8ca5409c8ad5b50","urn:lumitra:person:grassiadvisors.com:b1f6c7db2fe5df2f"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Scott Stern","value":{"@id":"urn:lumitra:person:ae8aa55d-e1f8-4954-9ad3-7539fa8912b6","url":"https://www.grassiadvisors.com/team/scott-stern/","name":"Scott Stern","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","evidence":{"text":"Scott Stern Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:a7027289f092cd46","urn:lumitra:person:grassiadvisors.com:c5ececf22b26fe65"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354867592Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=9","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354867+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354867+00:00","last_confirmed_at":"2026-10-29T01:29:09.354867+00:00"},{"label":"Sejal Asija","value":{"@id":"urn:lumitra:person:0b98cee2-8781-4728-8312-c3b19ea6c7a0","url":"https://www.grassiadvisors.com/blog/author/sasijagrassiadvisors-com/","name":"Sejal Asija","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/blog/construction-cash-flow-management-has-become-strategic-priority/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/construction-cash-flow-management-has-become-strategic-priority/","representation":"json_ld"},"published":"2026-08-20T12:45:21+00:00","observedAt":"2026-10-29T01:29:19.435855436Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/construction-backlog-market-trends-for-leaders/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/construction-backlog-market-trends-for-leaders/","representation":"json_ld"},"published":"2026-08-06T11:45:43+00:00","observedAt":"2026-10-29T01:29:19.436007982Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/why-job-costing-still-breaks-margin-visibility-for-construction-firms/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/why-job-costing-still-breaks-margin-visibility-for-construction-firms/","representation":"json_ld"},"modified":"2026-07-22T19:50:57+00:00","published":"2026-07-22T18:59:29+00:00","observedAt":"2026-10-29T01:30:35.674054492Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/2026-construction-industry-growth-leadership-perspectives/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/2026-construction-industry-growth-leadership-perspectives/","representation":"json_ld"},"modified":"2026-06-25T21:49:29+00:00","published":"2026-06-25T21:31:23+00:00","observedAt":"2026-10-29T01:29:12.745659883Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/why-fair-market-value-support-matters-in-skilled-nursing-facility-management-agreements/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/why-fair-market-value-support-matters-in-skilled-nursing-facility-management-agreements/","representation":"json_ld"},"published":"2026-03-26T15:15:21+00:00","observedAt":"2026-10-29T01:29:16.656506881Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/blog/structuring-for-success-what-the-sirius-solutions-ruling-means-for-business-founders/","format":"Published person (schema.org)","evidence":{"locator":"Person","source_url":"https://www.grassiadvisors.com/blog/structuring-for-success-what-the-sirius-solutions-ruling-means-for-business-founders/","representation":"json_ld"},"published":"2026-03-09T13:27:34+00:00","observedAt":"2026-10-29T01:29:23.587600619Z","relationship":"publisher"}],"witnessIds":["urn:lumitra:person:grassiadvisors.com:60442de5fd9d68ef","urn:lumitra:person:grassiadvisors.com:81524efefaaeabbe","urn:lumitra:person:grassiadvisors.com:809f0a7aa3e75684","urn:lumitra:person:grassiadvisors.com:c2e1f84fe84c3a77","urn:lumitra:person:grassiadvisors.com:63cf6d180e2073f9","urn:lumitra:person:grassiadvisors.com:4cc5e4520e0bb5b6","urn:lumitra:person:grassiadvisors.com:4a4dec6946de2104"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/blog/construction-cash-flow-management-has-become-strategic-priority/","basis":"publisher_declared","format":"Published person (schema.org)","published":"2026-08-20T12:45:21+00:00","observedAt":"2026-10-29T01:29:19.435855436Z","relationship":"publisher"}}},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745659+00:00","last_confirmed_at":"2026-10-29T01:30:35.674054+00:00"},{"label":"Sherri L. Martin","value":{"@id":"urn:lumitra:person:0c63a862-68b6-4e5d-bc31-2a90c1f4789a","url":"https://www.grassiadvisors.com/team/sherri-l-martin/","name":"Sherri L. Martin","@type":"Person","email":"smartin@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Sherri L. Martin, CPA, MST Partner","source":"https://www.grassiadvisors.com/team/sherri-l-martin/"}],"selected_source":"https://www.grassiadvisors.com/people/?sf_paged=6"}},"titles":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","title":"Partner","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","title":"Sherri L. Martin, CPA, MST Partner","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Sherri L. Martin Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"Sherri L. Martin Partner learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","format":"Published person (name and role labels)","evidence":{"text":"Sherri L. Martin","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/sherri-l-martin/","representation":"visible"},"jobTitle":"Sherri L. Martin, CPA, MST Partner","modified":"2026-03-04T20:54:55+00:00","observedAt":"2026-10-29T01:29:19.435973972Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"smartin@grassiadvisors.com 781.400.1625","region":"aside","heading":"Sherri L. Martin, CPA, MST Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/sherri-l-martin/","representation":"href"},"observedAt":"2026-10-29T01:29:19.435973972Z","relationship":"publisher"}],"jobTitle":"Partner","telephone":"781.400.1625","witnessIds":["urn:lumitra:person:grassiadvisors.com:ae902519d55292fa","urn:lumitra:person:grassiadvisors.com:a88825844fece6c6","urn:lumitra:person:grassiadvisors.com:d170f4c4992a800f","urn:lumitra:person:grassiadvisors.com:e59f84a9b1a74085","urn:lumitra:person:grassiadvisors.com:184eb198be10d76e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:19.435973972Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:19.435973972Z","relationship":"publisher"}},"contactRoutes":[{"value":"smartin@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:19.435973+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/sherri-l-martin/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:19.435973+00:00","capacity":"cpa","title":"Sherri L. Martin, CPA, MST Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:19.435973+00:00","capacity":"mst partner","title":"Sherri L. Martin, CPA, MST Partner"},{"source":{"url":"https://www.grassiadvisors.com/team/sherri-l-martin/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:19.435973+00:00","capacity":"sherri l martin","title":"Sherri L. Martin, CPA, MST Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.768068+00:00","last_confirmed_at":"2026-10-29T01:29:19.435973+00:00"},{"label":"Stephen J. Mannhaupt","value":{"@id":"urn:lumitra:person:9c5cac7e-5527-40e4-a68a-f718955b31c4","url":"https://www.grassiadvisors.com/team/stephen-j-mannhaupt/","name":"Stephen J. Mannhaupt","@type":"Person","email":"smannhaupt@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Stephen J. Mannhaupt Partner, Assurance & Attest Services Leader and NYC Co-Market Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","evidence":{"text":"Stephen J. Mannhaupt Partner, Assurance & Attest Services Leader and NYC Co-Market Leader learn more","heading":"Leadership","locator":"div.member","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","representation":"visible"},"jobTitle":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader","modified":"2026-07-01T19:10:50+00:00","observedAt":"2026-10-29T01:29:03.280624209Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/stephen-j-mannhaupt/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"smannhaupt@grassiadvisors.com 516.336.2479","region":"aside","heading":"Stephen J. Mannhaupt, CPA Partner, Assurance & Attest Services Leader and NYC Co-Market Leader","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/stephen-j-mannhaupt/","representation":"href"},"observedAt":"2026-10-29T01:29:19.435876465Z","relationship":"publisher"}],"jobTitle":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader","telephone":"516.336.2479","witnessIds":["urn:lumitra:person:grassiadvisors.com:7c7698219f783191","urn:lumitra:person:grassiadvisors.com:0d8ef16b7002a284","urn:lumitra:person:grassiadvisors.com:d96c5d0b9254ce43","urn:lumitra:person:grassiadvisors.com:6751a85e2b60ba60","urn:lumitra:person:grassiadvisors.com:6252b900f475f5b3"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/stephen-j-mannhaupt/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:19.435876465Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/stephen-j-mannhaupt/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:19.435876465Z","relationship":"publisher"}},"contactRoutes":[{"value":"smannhaupt@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:19.435876+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/stephen-j-mannhaupt/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.336.2479","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:19.435876+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/stephen-j-mannhaupt/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"assurance and attest service leader and nyc market leader","title":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"assurance and attest service leader and nyc market leader","title":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/environmental-social-and-governance-esg/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"partner","title":"Partner, Assurance & Attest Services Leader and NYC Co-Market Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280624+00:00","last_confirmed_at":"2026-10-29T01:29:19.435876+00:00"},{"label":"Steve Economou","value":{"@id":"urn:lumitra:person:44a97dd0-f307-45ec-966e-286298004ba4","name":"Steve Economou","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/services/advisory/esop-services/","format":"Published person (name and role labels)","evidence":{"text":"Louis Grassi Chief Executive Officer, Grassi Advisory Group, Inc. learn more\nRobert E. Grote Partner, Manufacturing & Distribution Practice Leader learn more\nRonald J. Eagar Partner, Chief Operating Officer learn more\nAlice H. Varisano Partner learn more\nSteve Economou Principal learn more","heading":"Leadership","locator":"div.team-grid","section":"Let’s Talk.","source_url":"https://www.grassiadvisors.com/services/advisory/esop-services/","representation":"visible"},"jobTitle":"Principal","modified":"2026-09-29T18:07:53+00:00","observedAt":"2026-10-29T01:29:03.280121764Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:3d530eac5f3589e2"],"description":"learn more","fieldSources":{"jobTitle":{"url":"https://www.grassiadvisors.com/services/advisory/esop-services/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:03.280121764Z","relationship":"publisher"},"description":{"url":"https://www.grassiadvisors.com/services/advisory/esop-services/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:03.280121764Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/services/advisory/esop-services/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.280121+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.280121+00:00","last_confirmed_at":"2026-10-29T01:29:03.280121+00:00"},{"label":"Steve Gaskowitz","value":{"@id":"urn:lumitra:person:fa1ac368-1f3b-48de-b2d0-eccac36d04f7","url":"https://www.grassiadvisors.com/team/steve-gaskowitz/","name":"Steve Gaskowitz","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"Steve Gaskowitz Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:cd57e18271d3a917","urn:lumitra:person:grassiadvisors.com:5bbb65441d45ef56"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:09.354810+00:00"},{"label":"Steve Lemke","value":{"@id":"urn:lumitra:person:f94cc83c-6e60-4880-8889-1bd11e2a9c78","url":"https://www.grassiadvisors.com/team/steve-lemke/","name":"Steve Lemke","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Steve Lemke Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:66c8408a48341be9","urn:lumitra:person:grassiadvisors.com:fc1eb8623935c162"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:14.977839+00:00","last_confirmed_at":"2026-10-29T01:29:14.977839+00:00"},{"label":"Steven James Tsimbinos","value":{"@id":"urn:lumitra:person:0249fd44-0708-4ee5-aaac-8afa20ff155f","asOf":"2026-03-04","name":"Steven James Tsimbinos","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000150112726000006/wk-form4_1772827209.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Senior EVP & Corp. Secretary","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000150112726000006/wk-form4_1772827209.xml","representation":"filing"},"jobTitle":"Senior EVP & Corp. Secretary","published":"2026-03-04","relationship":"sec_filing"}],"jobTitle":"Senior EVP & Corp. Secretary","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:2471d2ba0222f4e2","urn:lumitra:person:grassiadvisors.com:4dfdfdae5cbcd268"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000150112726000006/wk-form4_1772827209.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000150112726000006/wk-form4_1772827209.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-03-04","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"senior executive vice president and corp secretary","title":"Senior EVP & Corp. Secretary"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Steven J DIorio","value":{"@id":"urn:lumitra:person:eb2d696f-59ba-4082-9056-64070552fd80","asOf":"2026-06-01","name":"Steven J DIorio","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000081/wk-form4_1780503120.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000081/wk-form4_1780503120.xml","representation":"filing"},"jobTitle":"Director","published":"2026-06-01","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:8fd2e5dce1b211c3","urn:lumitra:person:grassiadvisors.com:4522bbab4e5ceb26"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000081/wk-form4_1780503120.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000081/wk-form4_1780503120.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Steven M. Scopellite","value":{"@id":"urn:lumitra:person:25d8dd55-a8ac-4e70-ade1-42c58420fcca","asOf":"2026-02-27","name":"Steven M. Scopellite","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"},{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159601826000002/wk-form4_1772573881.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000159601826000002/wk-form4_1772573881.xml","representation":"filing"},"jobTitle":"Director","published":"2026-02-27","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:5dccda7d5fd6e159","urn:lumitra:person:grassiadvisors.com:3877b86c6233290e","urn:lumitra:person:grassiadvisors.com:b9dcba97db455384"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","basis":"external_source","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"}},"alternateName":["Steven Scopellite"],"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/ocfc-20251231.htm","format":"Named in a capacity in the registrant's SEC filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"},{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000159601826000002/wk-form4_1772573881.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-02-27","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Ted A. Carnevale","value":{"@id":"urn:lumitra:person:a2b4847f-6600-4d1f-8e40-77c08d530710","url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","name":"Ted A. Carnevale","@type":"Person","email":"tcarnevale@grassiadvisors.com","titles":[{"url":"https://www.grassiadvisors.com/people/","title":"Partner, Co-Leader of New Jersey Market","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","evidence":{"text":"Ted A. Carnevale Partner, Co-Leader of New Jersey Market learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/","representation":"visible"},"jobTitle":"Partner, Co-Leader of New Jersey Market","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"Ted A. Carnevale Partner, Co-Leader of New Jersey Market learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner, Co-Leader of New Jersey Market","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","evidence":{"text":"Ted A. Carnevale","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","representation":"visible"},"jobTitle":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market","modified":"2026-03-04T20:54:18+00:00","observedAt":"2026-10-29T01:29:08.173591245Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"tcarnevale@grassiadvisors.com 201.350.5254","region":"aside","heading":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","representation":"href"},"observedAt":"2026-10-29T01:29:08.173591245Z","relationship":"publisher"}],"jobTitle":"Partner, Co-Leader of New Jersey Market","telephone":"201.350.5254","witnessIds":["urn:lumitra:person:grassiadvisors.com:258523cf54ca9e51","urn:lumitra:person:grassiadvisors.com:a2f339441aa9e512","urn:lumitra:person:grassiadvisors.com:e92d4b4e8d4e9b6e","urn:lumitra:person:grassiadvisors.com:ec7251557d6e6727","urn:lumitra:person:grassiadvisors.com:d90a4425a802e852"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:08.173591245Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:28:58.784868064Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:08.173591245Z","relationship":"publisher"}},"contactRoutes":[{"value":"201.350.5254","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:08.173591+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/ted-a-carnevale/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"tcarnevale@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:08.173591+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/ted-a-carnevale/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.768068+00:00","capacity":"leader of new jersey market","title":"Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.768068+00:00","capacity":"leader of new jersey market","title":"Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/people/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.768068+00:00","capacity":"partner","title":"Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:03.768068+00:00","capacity":"partner","title":"Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173591+00:00","capacity":"aep partner","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173591+00:00","capacity":"cgma","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173591+00:00","capacity":"cpa","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173591+00:00","capacity":"leader of new jersey market","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173591+00:00","capacity":"mst","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market"},{"source":{"url":"https://www.grassiadvisors.com/team/ted-a-carnevale/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173591+00:00","capacity":"ted a carnevale","title":"Ted A. Carnevale, CPA, CGMA, MST, AEP Partner, Co-Leader of New Jersey Market"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:28:58.784868+00:00","last_confirmed_at":"2026-10-29T01:29:08.173591+00:00"},{"label":"Thomas Kreckler","value":{"@id":"urn:lumitra:person:c4f671f9-6bc6-45aa-876d-aa05013d54fe","url":"https://www.grassiadvisors.com/team/thomas-kreckler/","name":"Thomas Kreckler","@type":"Person","email":"tkreckler@grassiadvisors.com","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","evidence":{"text":"Thomas Kreckler Partner, Needham Managing Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","representation":"visible"},"jobTitle":"Partner, Needham Managing Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","evidence":{"text":"Thomas Kreckler Partner, Needham Managing Partner learn more","heading":"Leadership","locator":"div.member","section":"HEALTHCARE ADVISORY SOLUTIONS","source_url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","representation":"visible"},"jobTitle":"Partner, Needham Managing Partner","modified":"2026-07-23T14:58:16+00:00","observedAt":"2026-10-29T01:29:03.768068291Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/thomas-kreckler/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"tkreckler@grassiadvisors.com 781.400.1625","region":"aside","heading":"Thomas Kreckler, CPA, MSA Partner, Needham Managing Partner","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/thomas-kreckler/","representation":"href"},"observedAt":"2026-10-29T01:29:18.457445939Z","relationship":"publisher"}],"jobTitle":"Partner, Needham Managing Partner","telephone":"781.400.1625","witnessIds":["urn:lumitra:person:grassiadvisors.com:5c604e14998e1876","urn:lumitra:person:grassiadvisors.com:77ef2f9a7164a619","urn:lumitra:person:grassiadvisors.com:93b50fbe1003a455","urn:lumitra:person:grassiadvisors.com:ae2cdba1ab46b8f1","urn:lumitra:person:grassiadvisors.com:f45272ed55348beb"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/thomas-kreckler/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457445939Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:14.977839341Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/thomas-kreckler/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:18.457445939Z","relationship":"publisher"}},"contactRoutes":[{"value":"tkreckler@grassiadvisors.com","channel":"email","purpose":"Thomas Kreckler, CPA, MSA Partner, Needham Managing Partner","validity":"unknown","observed_at":"2026-10-29T01:29:18.457445+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/thomas-kreckler/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"needham managing partner","title":"Partner, Needham Managing Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"needham managing partner","title":"Partner, Needham Managing Partner"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=5","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"partner","title":"Partner, Needham Managing Partner"},{"source":{"url":"https://www.grassiadvisors.com/services/advisory/healthcare-advisory/","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977839+00:00","capacity":"partner","title":"Partner, Needham Managing Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:03.768068+00:00","last_confirmed_at":"2026-10-29T01:29:18.457445+00:00"},{"label":"Tiffany Roque","value":{"@id":"urn:lumitra:person:66dba19a-231f-490b-992e-50e6ee9a7bdf","url":"https://www.grassiadvisors.com/team/tiffany-roque/","name":"Tiffany Roque","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"Tiffany Roque Partner, International Tax Leader learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Partner, International Tax Leader","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Partner, International Tax Leader","witnessIds":["urn:lumitra:person:grassiadvisors.com:b5c6b9f54136dc65","urn:lumitra:person:grassiadvisors.com:cd6b1fce639e08b8"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"international tax leader","title":"Partner, International Tax Leader"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"partner","title":"Partner, International Tax Leader"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Tim Coners","value":{"@id":"urn:lumitra:person:29e6512a-cf35-4030-8faf-51efccaddeca","url":"https://www.grassiadvisors.com/team/timothy-coners/","name":"Tim Coners","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","evidence":{"text":"Tim Coners Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=2","representation":"visible"},"jobTitle":"Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}],"jobTitle":"Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:2bd273ac5bcc23b3","urn:lumitra:person:grassiadvisors.com:9a508953a0e05bd9"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:08.173170077Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=2","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:08.173170+00:00","capacity":"partner","title":"Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:08.173170+00:00","last_confirmed_at":"2026-10-29T01:29:08.173170+00:00"},{"label":"Todd Schell","value":{"@id":"urn:lumitra:person:7ca61bdb-102b-45c5-9a9d-c0b1ed411d49","asOf":"2026-06-01","name":"Todd Schell","@type":"Person","sources":[{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000095/wk-form3_1780507003.xml","format":"Named as a reporting officer or director in an SEC ownership filing","evidence":{"locator":"Director","source_url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000095/wk-form3_1780507003.xml","representation":"filing"},"jobTitle":"Director","published":"2026-06-01","relationship":"sec_filing"}],"jobTitle":"Director","roleStatus":"last_seen","witnessIds":["urn:lumitra:person:grassiadvisors.com:b50890bfb16bca46","urn:lumitra:person:grassiadvisors.com:7ab5d1adfd4bb523"],"fieldSources":{"jobTitle":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000095/wk-form3_1780507003.xml","basis":"external_source","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"}},"roles":[{"source":{"url":"https://www.sec.gov/Archives/edgar/data/1004702/000100470226000095/wk-form3_1780507003.xml","format":"Named as a reporting officer or director in an SEC ownership filing","published":"2026-06-01","relationship":"sec_filing"},"observed_at":"2026-10-29T01:32:00.267906+00:00","capacity":"director","title":"Director"}]},"basis":"external_source","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:32:00.267906+00:00","last_confirmed_at":"2026-10-29T01:32:00.267906+00:00"},{"label":"Toni Mazzacca","value":{"@id":"urn:lumitra:person:8c017060-a127-46d1-aba2-1022bf2c2520","url":"https://www.grassiadvisors.com/team/toni-mazzacca/","name":"Toni Mazzacca","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","evidence":{"text":"Toni Mazzacca Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}],"jobTitle":"Tax Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:05e7719f7563ec6a","urn:lumitra:person:grassiadvisors.com:ede022cb203dfec3"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:18.456979751Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=6","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:18.456979+00:00","capacity":"tax partner","title":"Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:18.456979+00:00","last_confirmed_at":"2026-10-29T01:29:18.456979+00:00"},{"label":"Vanessa M. Gordon","value":{"@id":"urn:lumitra:person:7678d262-4abc-40fb-9b45-653b5584d6f8","url":"https://www.grassiadvisors.com/team/vanessa-gordon/","name":"Vanessa M. Gordon","@type":"Person","email":"vgordon@grassiadvisors.com","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"Vanessa M. Gordon, CPA Principal","source":"https://www.grassiadvisors.com/team/vanessa-gordon/"}],"selected_source":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"}},"titles":[{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","title":"Principal","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","title":"Vanessa M. Gordon, CPA Principal","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","evidence":{"text":"Vanessa M. Gordon\nPrincipal","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","representation":"visible"},"jobTitle":"Principal","modified":"2025-11-25T23:02:51+00:00","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Vanessa M. Gordon Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","evidence":{"text":"Vanessa M. Gordon\nPrincipal","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","representation":"visible"},"jobTitle":"Principal","modified":"2025-10-23T10:42:19+00:00","observedAt":"2026-10-29T01:29:27.95313969Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","evidence":{"text":"Vanessa M. Gordon\nPrincipal","heading":"Our Presenters","locator":"a","section":"Venue","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","representation":"visible"},"jobTitle":"Principal","modified":"2026-08-07T16:56:33+00:00","observedAt":"2026-10-29T01:29:27.952934936Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","format":"Published person (name and role labels)","evidence":{"text":"Vanessa M. Gordon","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/vanessa-gordon/","representation":"visible"},"jobTitle":"Vanessa M. Gordon, CPA Principal","modified":"2026-08-27T19:58:31+00:00","observedAt":"2026-10-29T01:29:14.977782637Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","format":"Mailbox on the site that spells the person's name","evidence":{"text":"vgordon@grassiadvisors.com 516.918.5905","region":"aside","heading":"Vanessa M. Gordon, CPA Principal","locator":"div.contact-links","source_url":"https://www.grassiadvisors.com/team/vanessa-gordon/","representation":"href"},"observedAt":"2026-10-29T01:29:14.977782637Z","relationship":"publisher"}],"jobTitle":"Principal","telephone":"516.918.5905","witnessIds":["urn:lumitra:person:grassiadvisors.com:c6b9c2b4bb8ec8e4","urn:lumitra:person:grassiadvisors.com:33c9aa1ebd6b6e7b","urn:lumitra:person:grassiadvisors.com:b4a146bea98f63cd","urn:lumitra:person:grassiadvisors.com:e1d4e51338e81f01","urn:lumitra:person:grassiadvisors.com:9909034360e72ffc","urn:lumitra:person:grassiadvisors.com:59c2968a73372374","urn:lumitra:person:grassiadvisors.com:63667400db3c749e"],"description":"Close","fieldSources":{"url":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},"email":{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977782637Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"},"telephone":{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","basis":"publisher_declared","format":"Mailbox on the site that spells the person's name","observedAt":"2026-10-29T01:29:14.977782637Z","relationship":"publisher"},"description":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","basis":"publisher_declared","format":"Published person (name and role labels)","observedAt":"2026-10-29T01:29:27.952960199Z","relationship":"publisher"}},"contactRoutes":[{"value":"vgordon@grassiadvisors.com","channel":"email","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977782+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/vanessa-gordon/"],"basis":"publisher_declared"}},"representation":"structured"},{"value":"516.918.5905","channel":"voice","purpose":"unknown","validity":"unknown","observed_at":"2026-10-29T01:29:14.977782+00:00","availability":"unknown","field_sources":{"value":{"via":["https://www.grassiadvisors.com/team/vanessa-gordon/"],"basis":"publisher_declared"}},"representation":"structured"}],"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977782+00:00","capacity":"cpa principal","title":"Vanessa M. Gordon, CPA Principal"},{"source":{"url":"https://www.grassiadvisors.com/team/vanessa-gordon/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:14.977782+00:00","capacity":"vanessa m gordon","title":"Vanessa M. Gordon, CPA Principal"},{"source":{"url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952934+00:00","capacity":"principal","title":"Principal"},{"source":{"url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"principal","title":"Principal"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.952960+00:00","capacity":"principal","title":"Principal"},{"source":{"url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:27.953139+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:27.953139+00:00"},{"label":"William E. Fischer","value":{"@id":"urn:lumitra:person:519c44f1-a923-48d5-aee9-acff85077bc8","url":"https://www.grassiadvisors.com/team/william-e-fischer/","name":"William E. Fischer","@type":"Person","issues":{"jobTitle":{"reason":"the sources state different capacities for the same organisation and interval; jobTitle projects the one more independent sources, a newer authority or a stronger source states, and the others are kept as titles","status":"selected","alternatives":[{"value":"William E. Fischer, CPA Partner Emeritus","source":"https://www.grassiadvisors.com/team/william-e-fischer/"}],"selected_source":"https://www.grassiadvisors.com/people/?sf_paged=3"}},"titles":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","title":"Partner Emeritus","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","title":"William E. Fischer, CPA Partner Emeritus","relationship":"publisher"}],"sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","evidence":{"text":"William E. Fischer Partner Emeritus learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","representation":"visible"},"jobTitle":"Partner Emeritus","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","format":"Published person (name and role labels)","evidence":{"text":"William E. Fischer","heading":"People","locator":"span.breadcrumb_last","source_url":"https://www.grassiadvisors.com/team/william-e-fischer/","representation":"visible"},"jobTitle":"William E. Fischer, CPA Partner Emeritus","modified":"2026-10-26T21:49:28+00:00","observedAt":"2026-10-29T01:29:10.66573182Z","relationship":"publisher"}],"jobTitle":"Partner Emeritus","witnessIds":["urn:lumitra:person:grassiadvisors.com:fdcf1d75b69aa555","urn:lumitra:person:grassiadvisors.com:48519e237c209de0","urn:lumitra:person:grassiadvisors.com:1a39f685fc8b655e"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:09.354810945Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.665731+00:00","capacity":"cpa partner emeritu","title":"William E. Fischer, CPA Partner Emeritus"},{"source":{"url":"https://www.grassiadvisors.com/team/william-e-fischer/","format":"Published person (name and role labels)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:10.665731+00:00","capacity":"william e fischer","title":"William E. Fischer, CPA Partner Emeritus"},{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=3","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:09.354810+00:00","capacity":"partner emeritu","title":"Partner Emeritus"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:09.354810+00:00","last_confirmed_at":"2026-10-29T01:29:10.665731+00:00"},{"label":"William Rust","value":{"@id":"urn:lumitra:person:dd6e5095-4346-4070-bc9c-b2fc65cd18b7","url":"https://www.grassiadvisors.com/team/william-rust/","name":"William Rust","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","evidence":{"text":"William Rust Tax Partner learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","representation":"visible"},"jobTitle":"Tax Partner","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}],"jobTitle":"Tax Partner","witnessIds":["urn:lumitra:person:grassiadvisors.com:b2a0cc3c2f367e42","urn:lumitra:person:grassiadvisors.com:fe6be51b01010c42"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745535349Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=8","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745535+00:00","capacity":"tax partner","title":"Tax Partner"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745535+00:00","last_confirmed_at":"2026-10-29T01:29:12.745535+00:00"},{"label":"Zachariah Hauck","value":{"@id":"urn:lumitra:person:3149cda0-1ce3-41ae-ac1d-e5bdaa9e47ed","url":"https://www.grassiadvisors.com/team/zachariah-hauck/","name":"Zachariah Hauck","@type":"Person","sources":[{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","evidence":{"text":"Zachariah Hauck Principal learn more","heading":"CONNECT WITH OUR BUSINESS, TAX AND INDUSTRY ADVISORS","locator":"div.member","section":"People","source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","representation":"visible"},"jobTitle":"Principal","modified":"2026-07-02T18:24:35+00:00","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}],"jobTitle":"Principal","witnessIds":["urn:lumitra:person:grassiadvisors.com:1ae7e023e851992d","urn:lumitra:person:grassiadvisors.com:b808065758d501b9"],"fieldSources":{"url":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"},"jobTitle":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","basis":"publisher_declared","format":"Published person (page markup)","observedAt":"2026-10-29T01:29:12.745456081Z","relationship":"publisher"}},"roles":[{"source":{"url":"https://www.grassiadvisors.com/people/?sf_paged=4","format":"Published person (page markup)","published":"","relationship":"publisher"},"observed_at":"2026-10-29T01:29:12.745456+00:00","capacity":"principal","title":"Principal"}]},"basis":"publisher_declared","fact_type":"people.person","schema_version":1,"first_observed_at":"2026-10-29T01:29:12.745456+00:00","last_confirmed_at":"2026-10-29T01:29:12.745456+00:00"}],"candidates":[],"collection":{"status":"partial","observed_at":"2026-10-29T01:32:00.267906Z","reasons":["people pages read in part: 117 unresolved, 564 not reached, 1362 deferred, 1 failed, 0 read only in part","the declared_live lane failed"]}},"outbound_links":{"title":"Outbound links","facts":[{"label":"Third-party sites linked","value":63,"basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"More linked sites than shown","value":38,"basis":"derived","via":["section cap, not a count"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"twitter.com","value":"https://twitter.com/GrassiAdvisors","basis":"publisher_declared","via":["180 link observation(s)"],"first_observed_at":"2026-10-29T01:29:09.354380+00:00","last_confirmed_at":"2026-10-29T01:29:09.354380+00:00","about_ref":"self"},{"label":"twitter.com","value":"https://twitter.com/intent/tweet?url=https%3A%2F%2Fwww.grassiadvisors.com%2Fblog%2F2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns%2F&text=2022%20Survey%20of%20Nonprofit%20Leaders","basis":"publisher_declared","via":["65 link observation(s)"],"first_observed_at":"2026-10-29T01:29:09.354380+00:00","last_confirmed_at":"2026-10-29T01:29:09.354380+00:00","about_ref":"self"},{"label":"clientaxcess.com","value":"Client Portal","basis":"publisher_declared","via":["180 link observation(s)"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self"},{"label":"cookiedatabase.org","value":"Read more about these purposes","basis":"publisher_declared","via":["180 link observation(s)"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self"},{"label":"secure.netlinksolution.com","value":"Anstiss Client Center","basis":"publisher_declared","via":["180 link observation(s)"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self"},{"label":"linkedin.com","value":"39 distinct paths linked","basis":"derived","via":["105 link observation(s)"],"first_observed_at":"2026-10-29T01:29:19.436037+00:00","last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self"},{"label":"facebook.com","value":"https://www.facebook.com/sharer.php?u=https%3A%2F%2Fwww.grassiadvisors.com%2Fblog%2F2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns%2F","basis":"publisher_declared","via":["65 link observation(s)"],"first_observed_at":"2026-10-29T01:29:21.347776+00:00","last_confirmed_at":"2026-10-29T01:29:21.347776+00:00","about_ref":"self"},{"label":"google.com","value":"Google Calendar","basis":"publisher_declared","via":["10 link observation(s)","6 link observation(s)"],"first_observed_at":"2026-10-29T01:29:27.952960+00:00","last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self"},{"label":"outlook.live.com","value":"Outlook Live","basis":"publisher_declared","via":["10 link observation(s)","6 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.858688+00:00","last_confirmed_at":"2026-10-29T01:29:05.858688+00:00","about_ref":"self"},{"label":"outlook.office.com","value":"Outlook 365","basis":"publisher_declared","via":["10 link observation(s)","6 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.858688+00:00","last_confirmed_at":"2026-10-29T01:29:05.858688+00:00","about_ref":"self"},{"label":"share.hsforms.com","value":"4 distinct paths linked","basis":"derived","via":["8 link observation(s)"],"first_observed_at":"2026-10-29T01:28:59.784709+00:00","last_confirmed_at":"2026-10-29T01:28:59.784709+00:00","about_ref":"self"},{"label":"crainsnewyork.com","value":"7 distinct paths linked","basis":"derived","via":["7 link observation(s)"],"first_observed_at":"2026-10-29T01:29:23.588116+00:00","last_confirmed_at":"2026-10-29T01:29:23.588116+00:00","about_ref":"self"},{"label":"nysscpa.org","value":"New York State Society of Certified Public Accountants (NYSSCPA)","basis":"publisher_declared","via":["7 link observation(s)"],"first_observed_at":"2026-10-29T01:29:19.435876+00:00","last_confirmed_at":"2026-10-29T01:29:19.435876+00:00","about_ref":"self"},{"label":"event.on24.com","value":"4 distinct paths linked","basis":"derived","via":["6 link observation(s)"],"first_observed_at":"2026-10-29T01:29:27.952960+00:00","last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self"},{"label":"aicpa-cima.com","value":"American Institute of Certified Public Accountants (AICPA)","basis":"publisher_declared","via":["4 link observation(s)","1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:09.354684+00:00","last_confirmed_at":"2026-10-29T01:29:09.354684+00:00","about_ref":"self"},{"label":"pca.step.org","value":"5 distinct paths linked","basis":"derived","via":["5 link observation(s)"],"first_observed_at":"2026-10-29T01:29:35.337389+00:00","last_confirmed_at":"2026-10-29T01:29:35.337389+00:00","about_ref":"self"},{"label":"forbes.com","value":"Best-In-State CPAs list","basis":"publisher_declared","via":["2 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"forbes.com","value":"Forbes","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"forbes.com","value":"America’s Top 200 CPAs","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"accountingtoday.com","value":"found here","basis":"publisher_declared","via":["2 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"accountingtoday.com","value":"Accounting Today","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"cfma.org","value":"Construction Financial Management Association","basis":"publisher_declared","via":["3 link observation(s)"],"first_observed_at":"2026-10-29T01:29:29.383888+00:00","last_confirmed_at":"2026-10-29T01:29:29.383888+00:00","about_ref":"self"},{"label":"legacy.vault.com","value":"Vault.com","basis":"publisher_declared","via":["2 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"legacy.vault.com","value":"Vault’s Top 25 Best Accounting Firms to Work For","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"libn.com","value":"Long Island Business News","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:38.561260+00:00","last_confirmed_at":"2026-10-29T01:29:38.561260+00:00","about_ref":"self"},{"label":"libn.com","value":"Long Island Business News ICON","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:38.561260+00:00","last_confirmed_at":"2026-10-29T01:29:38.561260+00:00","about_ref":"self"},{"label":"libn.com","value":"Click here","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:38.561260+00:00","last_confirmed_at":"2026-10-29T01:29:38.561260+00:00","about_ref":"self"},{"label":"business.calm.com","value":"Calm","basis":"publisher_declared","via":["2 link observation(s)"],"first_observed_at":"2026-10-29T01:30:40.277941+00:00","last_confirmed_at":"2026-10-29T01:30:40.277941+00:00","about_ref":"self"},{"label":"epcnyc.com","value":"Estate Planning Council of New York City","basis":"publisher_declared","via":["2 link observation(s)"],"first_observed_at":"2026-10-29T01:29:18.457184+00:00","last_confirmed_at":"2026-10-29T01:29:18.457184+00:00","about_ref":"self"},{"label":"insidepublicaccounting.com","value":"INSIDE Public Accounting","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"insidepublicaccounting.com","value":"“Best of the Best” firm by INSIDE Public Accounting","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962060+00:00","last_confirmed_at":"2026-10-29T01:29:05.962060+00:00","about_ref":"self"},{"label":"naepc.org","value":"National Association of Estate Planners & Councils (NAEPC)","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:18.457184+00:00","last_confirmed_at":"2026-10-29T01:29:18.457184+00:00","about_ref":"self"},{"label":"naepc.org","value":"Accredited Estate Planner (AEP)","basis":"publisher_declared","via":["1 link observation(s)"],"first_observed_at":"2026-10-29T01:29:18.457184+00:00","last_confirmed_at":"2026-10-29T01:29:18.457184+00:00","about_ref":"self"},{"label":"nd.edu","value":"University of Notre Dame","basis":"publisher_declared","via":["2 link observation(s)"],"first_observed_at":"2026-10-29T01:29:05.962712+00:00","last_confirmed_at":"2026-10-29T01:29:05.962712+00:00","about_ref":"self"}]},"locations":{"title":"Locations","facts":[{"label":"THE NATION","value":{"@type":"Place","address":{"@type":"PostalAddress","addressRegion":"AS","streetAddress":"52 LARGEST ACCOUNTING FIRM IN","addressLocality":"THE NATION"}},"basis":"directly_observed","via":["https://www.grassiadvisors.com/"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"}]},"content":{"title":"Content","facts":[{"label":"URLs declared in sitemaps","value":1859,"basis":"publisher_declared","via":["sitemap.xml"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"Homepage","value":"https://www.grassiadvisors.com/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:57.075684+00:00","last_confirmed_at":"2026-10-29T01:28:57.075684+00:00","about_ref":"self"},{"label":"URL","value":"https://grassiadvisors.com/wp-json","basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:13.417816+00:00","last_confirmed_at":"2026-10-29T01:29:13.417816+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/about-us/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/careers/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/client-center/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/construction-and-architecture-engineering-industry-report/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/contact-us/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/events/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/gwc-lets-chat-with-esther-fortunoff-greene-president-and-owner-of-fortunoff-fine-jewelry/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/industries/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/leadership-program/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/our-brand-story/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/people/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/privacy-policy/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/resources/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/wp-json/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:29:06.880278+00:00","last_confirmed_at":"2026-10-29T01:29:06.880278+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/about-us/diversity-equity-inclusion/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/about-us/grassi-gives-back/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/about-us/mission-values/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/about-us/news/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/2026-construction-industry-growth-leadership-perspectives/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/add-libor-changes-to-your-risk-management-plans/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/board-governance-essentials/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/construction-backlog-market-trends-for-leaders/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/construction-cash-flow-management-has-become-strategic-priority/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/navigating-tariffs-what-nonprofit-leaders-need-to-know-about-protecting-fundraising-and-revenue-streams/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/navigating-the-new-tariffs-implications-for-food-and-beverage-industry-leaders/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/nys-program-helps-healthcare-providers-recruit-and-retain-staff/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/pursuing-a-1031-exchange-when-some-partners-want-to-cash-out/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"URL","value":"https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/","basis":"publisher_declared","first_observed_at":"2026-10-29T01:28:58.653686+00:00","last_confirmed_at":"2026-10-29T01:28:58.653686+00:00","about_ref":"self"},{"label":"More pages known than shown","value":1839,"basis":"derived","via":["section cap, not a count of the site"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"Filtered views of those pages","value":30,"basis":"derived","via":["URLs carrying a query string, not listed individually"],"first_observed_at":"2026-10-29T01:28:57.071004+00:00","last_confirmed_at":"2026-10-29T01:30:54.973043+00:00","about_ref":"self"},{"label":"Published feed items","value":12,"basis":"publisher_declared","via":["RSS/Atom feed"],"first_observed_at":"2026-10-28T13:11:55+00:00","last_confirmed_at":"2026-10-28T13:11:55+00:00","about_ref":"self"}]},"apps":{"title":"Apps","facts":[]},"feeds":{"title":"Feeds","facts":[{"label":"Feed","value":{"feed":"https://www.grassiadvisors.com/feed/","items":12,"format":"rss","newest":"2026-10-28T13:11:55Z","oldest":"2026-09-21T21:50:52Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-09-21T21:50:52+00:00","last_confirmed_at":"2026-10-28T13:11:55+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Feed","value":{"feed":"https://www.grassiadvisors.com/comments/feed/","items":0,"format":"rss"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/comments/feed/"],"about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/cannabis-operators-section-280e-after-rescheduling/","title":"Why Cannabis Companies Need Stronger Financial Operations After Rescheduling","author":"Sejal Asija","summary":"The cannabis industry has spent much of its history operating through uncertainty. Federal and state regulations continue to evolve, access to capital remains complex, and tax rules such as Section […] The post Why Cannabis Companies Need Stronger Financial Operations After Rescheduling appeared first on Grassi.","categories":["Advisory","Cannabis"],"published_at":"2026-10-28T13:11:55Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-28T13:11:55+00:00","last_confirmed_at":"2026-10-28T13:11:55+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/esop-valuation-what-the-retire-through-ownership-act-changes/","title":"Retire Through Ownership Act Is Now Law: What Changes for ESOP Transactions","author":"Sejal Asija","summary":"President Trump signed the Retire Through Ownership Act (Public Law 119-124) into law on October 15, 2026, completing the process for this closely watched ESOP legislation. The law amends the […] The post Retire Through Ownership Act Is Now Law: What Changes for ESOP Transactions appeared first on Grassi.","categories":["Advisory","ESOP Services"],"published_at":"2026-10-27T14:48:30Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-27T14:48:30+00:00","last_confirmed_at":"2026-10-27T14:48:30+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/healthcare-turnaround-strategy-a-practical-approach-for-providers/","title":"From Financial Pressure to Sustainable Performance: A Practical Turnaround Approach for Healthcare Providers","author":"Sejal Asija","summary":"Healthcare organizations rarely experience financial distress, or the need for a turnaround, because of a single issue. More often, pressure accumulates across reimbursement, labor, patient or resident volume, revenue cycle […] The post From Financial Pressure to Sustainable Performance: A Practical Turnaround Approach for Healthcare Providers appeared first on Grassi.","categories":["Advisory","Healthcare"],"published_at":"2026-10-22T13:00:57Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-22T13:00:57+00:00","last_confirmed_at":"2026-10-22T13:00:57+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/how-skepticism-toward-ai-may-improve-audit-quality/","title":"How Skepticism Toward AI May Improve Audit Quality","author":"Chris Borkes","summary":"Artificial intelligence has become one of the most discussed topics in the accounting profession, yet much of the conversation remains focused on a single question: Can we trust it? The […] The post How Skepticism Toward AI May Improve Audit Quality appeared first on Grassi.","categories":["Advisory","Audits, Reviews & Compilations"],"published_at":"2026-10-16T12:30:20Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-16T12:30:20+00:00","last_confirmed_at":"2026-10-16T12:30:20+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/sec-annual-compliance-review-risk-alert-what-private-fund-managers-should-do-now/","title":"SEC Annual Compliance Review Risk Alert: What Private Fund Managers Should Do Now","author":"Sejal Asija","summary":"The SEC’s recent risk alert on investment adviser annual compliance reviews provides a roadmap for what the Division of Examinations is focusing on when evaluating registered investment advisers. While the […] The post SEC Annual Compliance Review Risk Alert: What Private Fund Managers Should Do Now appeared first on Grassi.","categories":["Advisory","Financial Services"],"published_at":"2026-10-14T15:59:42Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-14T15:59:42+00:00","last_confirmed_at":"2026-10-14T15:59:42+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/why-healthcare-organizations-need-strategic-revenue-cycle-advisors/","title":"Why Healthcare Organizations Need Strategic Revenue Cycle Advisors","author":"Sejal Asija","summary":"Healthcare organizations are under increasing pressure to improve financial performance while navigating complex reimbursement models, growing regulatory requirements, workforce challenges and evolving patient expectations. In this environment, a high-performing revenue […] The post Why Healthcare Organizations Need Strategic Revenue Cycle Advisors appeared first on Grassi.","categories":["Advisory","Healthcare"],"published_at":"2026-10-12T20:06:04Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-12T20:06:04+00:00","last_confirmed_at":"2026-10-12T20:06:04+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/4-year-end-exposures-food-distributors-face-as-diesel-hits-record-highs/","title":"4 Year-End Exposures Food Distributors Face as Diesel Hits Record Highs","author":"Sejal Asija","summary":"According to AAA, diesel hit a record $6.53 a gallon on September 22, nearly 77% higher than a year earlier. Prices remained above $6.30 in early October. For food distributors, […] The post 4 Year-End Exposures Food Distributors Face as Diesel Hits Record Highs appeared first on Grassi.","categories":["Advisory","Food & Beverage"],"published_at":"2026-10-09T13:04:32Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-09T13:04:32+00:00","last_confirmed_at":"2026-10-09T13:04:32+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/how-to-scale-a-franchise-system/","title":"How to Scale a Franchise System: A Guide for Franchisors","author":"Sejal Asija","summary":"Scaling a franchise system requires franchisors to balance several priorities at once. This includes growing the brand presence, maintaining brand consistency, generating franchise fee revenue, ensuring successful store openings and […] The post How to Scale a Franchise System: A Guide for Franchisors appeared first on Grassi.","categories":["Advisory","Franchise"],"published_at":"2026-10-06T12:30:09Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-10-06T12:30:09+00:00","last_confirmed_at":"2026-10-06T12:30:09+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/what-construction-financial-metrics-are-signaling-for-2027/","title":"What Construction Financial Metrics Are Signaling for 2027","author":"Coco Gao","summary":"Construction companies continue to plan for growth, but the financial indicators shaping 2027 tell a more nuanced story. Grassi’s 2026 Construction & Architecture & Engineering Survey found that 51% of […] The post What Construction Financial Metrics Are Signaling for 2027 appeared first on Grassi.","categories":["Advisory","Construction"],"published_at":"2026-09-30T15:16:46Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-09-30T15:16:46+00:00","last_confirmed_at":"2026-09-30T15:16:46+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/nyc-ubt-credit-reduction-retroactive-for-certain-high-income-residents/","title":"New York City Retroactively Reduces the UBT Credit for Certain High-Income Residents","author":"Sejal Asija","summary":"New York City recently enacted Int. 972, amending NYC Administrative Code Section 11-1706 and retroactively reducing the Unincorporated Business Tax (“UBT”) credit for residents with taxable income exceeding $1 million. […] The post New York City Retroactively Reduces the UBT Credit for Certain High-Income Residents appeared first on Grassi.","categories":["Advisory","Tax"],"published_at":"2026-09-25T12:30:56Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-09-25T12:30:56+00:00","last_confirmed_at":"2026-09-25T12:30:56+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/second-circuit-affirms-tax-court-ruling-on-limited-partner-exception-to-self-employment-tax/","title":"Second Circuit Affirms Tax Court Ruling on Limited Partner Exception to Self-Employment Tax","author":"Sejal Asija","summary":"On September 17, 2026, the Second Circuit Court of Appeals issued its decision in Soroban Capital Partners LP v. Commissioner, affirming the Tax Court’s conclusion that the limited partner exception […] The post Second Circuit Affirms Tax Court Ruling on Limited Partner Exception to Self-Employment Tax appeared first on Grassi.","categories":["Advisory","Financial Services"],"published_at":"2026-09-22T17:15:22Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-09-22T17:15:22+00:00","last_confirmed_at":"2026-09-22T17:15:22+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Published post","value":{"url":"https://www.grassiadvisors.com/blog/retire-through-ownership-act-brings-greater-clarity-to-esop-valuations/","title":"House Passes Retire Through Ownership Act, Bringing Greater Clarity to ESOP Valuations","author":"Sejal Asija","summary":"The U.S. House of Representatives passed S. 2403, the Retire Through Ownership Act, with overwhelming bipartisan support, advancing legislation that some in the employee ownership community view as the most […] The post House Passes Retire Through Ownership Act, Bringing Greater Clarity to ESOP Valuations appeared first on Grassi.","categories":["Advisory","ESOP Services"],"published_at":"2026-09-21T21:50:52Z"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/feed/"],"first_observed_at":"2026-09-21T21:50:52+00:00","last_confirmed_at":"2026-09-21T21:50:52+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"}]},"github":{"title":"GitHub","facts":[]},"sec_edgar":{"title":"SEC EDGAR","facts":[{"label":"Registrant","value":"OCEANFIRST FINANCIAL CORP","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"CIK","value":"1004702","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"EIN","value":"22-3412577","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"SIC","value":"6021 National Commercial Banks","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Entity type","value":"operating","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Filer category","value":"Large accelerated filer","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"State of incorporation","value":"DE","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Fiscal year end","value":"12-31","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Listed as","value":"Nasdaq:OCFC","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Business address","value":"975 HOOPER AVE, TOMS RIVER, NJ, 08753-8396","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Former name","value":"OCEAN FINANCIAL CORP","basis":"external_source","via":["https://data.sec.gov/submissions/CIK0001004702.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Consolidated statements of financial condition","value":{"name":"CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION","@type":"Table","lines":[{"label":"Assets","concept":"us-gaap:AssetsAbstract","heading":true},{"label":"Cash and due from banks","values":["135130000","123615000"],"concept":"us-gaap:CashAndDueFromBanks"},{"label":"Debt securities available-for-sale, at estimated fair value (encumbered $897,491 at December 31, 2025 and $470,844 at December 31, 2024)","values":["1231827000","827500000"],"concept":"us-gaap:DebtSecuritiesAvailableForSaleExcludingAccruedInterest"},{"label":"Debt securities held-to-maturity, net of allowance for securities credit losses of $811 at December 31, 2025 and $967 at December 31, 2024 (estimated fair value of $825,790 at December 31, 2025 and $952,917 at December 31, 2024) (encumbered $543,425 at December 31, 2025 and $599,200 at December 31, 2024)","values":["881568000","1045875000"],"concept":"us-gaap:DebtSecuritiesHeldToMaturityExcludingAccruedInterestAfterAllowanceForCreditLoss"},{"label":"Equity investments (encumbered $4,975 at December 31, 2025 and $0 at December 31, 2024)","custom":true,"values":["91882000","84104000"],"concept":"ocfc:EquityInvestments"},{"label":"Restricted equity investments, at cost","values":["129329000","108634000"],"concept":"us-gaap:FederalHomeLoanBankStock"},{"label":"Loans receivable, net of allowance for loan credit losses of $83,726 at December 31, 2025 and $73,607 at December 31, 2024","values":["10970666000","10055429000"],"concept":"us-gaap:FinancingReceivableExcludingAccruedInterestAfterAllowanceForCreditLoss"},{"label":"Loans held-for-sale","custom":true,"values":["5768000","21211000"],"concept":"ocfc:MortgagesHeldForSaleCarryingValue"},{"label":"Interest and dividends receivable","values":["49010000","45914000"],"concept":"us-gaap:InterestReceivable"},{"label":"Other real estate owned","values":["10266000","1811000"],"concept":"us-gaap:OtherRealEstate"},{"label":"Premises and equipment, net","values":["112743000","115256000"],"concept":"us-gaap:PropertyPlantAndEquipmentAndFinanceLeaseRightOfUseAssetAfterAccumulatedDepreciationAndAmortization"},{"label":"Bank owned life insurance","values":["270301000","270208000"],"concept":"us-gaap:BankOwnedLifeInsurance"},{"label":"Goodwill","values":["517481000","523308000"],"concept":"us-gaap:Goodwill"},{"label":"Intangibles","values":["9046000","12680000"],"concept":"us-gaap:IntangibleAssetsNetExcludingGoodwill"},{"label":"Other assets","values":["149300000","185702000"],"concept":"us-gaap:OtherAssets"},{"label":"Total assets","values":["14564317000","13421247000"],"concept":"us-gaap:Assets"},{"label":"Liabilities and Stockholders’ Equity","concept":"us-gaap:LiabilitiesAndStockholdersEquityAbstract","heading":true},{"label":"Deposits","values":["10964405000","10066342000"],"concept":"us-gaap:Deposits"},{"label":"FHLB advances","values":["1397179000","1072611000"],"concept":"us-gaap:AdvancesFromFederalHomeLoanBanks"},{"label":"Securities sold under agreements to repurchase with customers","values":["54434000","60567000"],"concept":"us-gaap:SecuritiesSoldUnderAgreementsToRepurchase"},{"label":"Other borrowings","values":["255233000","197546000"],"concept":"us-gaap:OtherBorrowings"},{"label":"Advances by borrowers for taxes and insurance","values":["21245000","23031000"],"concept":"us-gaap:AdvancePaymentsByBorrowersForTaxesAndInsurance"},{"label":"Other liabilities","values":["209271000","298393000"],"concept":"us-gaap:OtherLiabilities"},{"label":"Total liabilities","values":["12901767000","11718490000"],"concept":"us-gaap:Liabilities"},{"label":"Stockholders’ equity:","concept":"us-gaap:StockholdersEquityAbstract","heading":true},{"label":"Preferred stock, $0.01 par value, $1,000 liquidation preference, 5,000,000 shares authorized, 0 and 57,370 shares issued at December 31, 2025 and December 31, 2024, respectively.","values":["0","1000"],"concept":"us-gaap:PreferredStockValue"},{"label":"Common stock, $0.01 par value, 150,000,000 shares authorized, 62,942,427 and 62,673,192 shares issued at December 31, 2025 and December 31, 2024, respectively; and 57,390,569 and 58,554,871 shares outstanding at December 31, 2025 and December 31, 2024, respectively","values":["625000","613000"],"concept":"us-gaap:CommonStockValue"},{"label":"Additional paid-in capital","values":["1118331000","1168321000"],"concept":"us-gaap:AdditionalPaidInCapitalCommonStock"},{"label":"Retained earnings","values":["662616000","641727000"],"concept":"us-gaap:RetainedEarningsAccumulatedDeficit"},{"label":"Accumulated other comprehensive loss","values":["-2159000","-15853000"],"concept":"us-gaap:AccumulatedOtherComprehensiveIncomeLossNetOfTax"},{"label":"Less: Unallocated common stock held by ESOP","values":["-1301000","-2542000"],"concept":"us-gaap:CommonStockIssuedEmployeeTrustDeferred"},{"label":"Treasury stock, 5,551,858 and 4,118,321 shares at December 31, 2025 and December 31, 2024, respectively","values":["-115562000","-90617000"],"concept":"us-gaap:TreasuryStockCommonValue"},{"label":"OceanFirst Financial Corp. stockholders’ equity","values":["1662550000","1701650000"],"concept":"us-gaap:StockholdersEquity"},{"label":"Non-controlling interest","values":["0","1107000"],"concept":"us-gaap:MinorityInterest"},{"label":"Total stockholders’ equity","values":["1662550000","1702757000"],"concept":"us-gaap:StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest"},{"label":"Total liabilities and stockholders’ equity","values":["14564317000","13421247000"],"concept":"us-gaap:LiabilitiesAndStockholdersEquity"}],"periods":["2025-12-31","2024-12-31"],"currency":"USD","durations":["Dec. 31, 2025","Dec. 31, 2024"]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R3.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION (Parenthetical)","value":{"name":"CONSOLIDATED STATEMENTS OF FINANCIAL CONDITION (Parenthetical)","@type":"Table","lines":[{"label":"Statement of Financial Position [Abstract]","concept":"us-gaap:StatementOfFinancialPositionAbstract","heading":true},{"label":"Securities available-for-sale, encumbered","values":["897491000","470844000"],"concept":"us-gaap:DebtSecuritiesAvailableForSaleRestricted"},{"label":"Allowance for credit losses","values":["811000","967000"],"concept":"us-gaap:DebtSecuritiesHeldToMaturityAllowanceForCreditLossExcludingAccruedInterest"},{"label":"Securities held-to-maturity, fair value","values":["825790000","952917000"],"concept":"us-gaap:HeldToMaturitySecuritiesFairValue"},{"label":"Securities held-to-maturity, encumbered","values":["543425000","599200000"],"concept":"us-gaap:HeldToMaturitySecuritiesRestricted"},{"label":"Equity investments, encumbered","custom":true,"values":["4975000","0"],"concept":"ocfc:EquityInvestmentRestricted"},{"label":"Allowance for loan credit losses","values":["83726000","73607000"],"concept":"us-gaap:FinancingReceivableAllowanceForCreditLossExcludingAccruedInterest"},{"label":"Preferred stock, par value (in dollars per share)","values":["0.01","0.01"],"concept":"us-gaap:PreferredStockParOrStatedValuePerShare"},{"label":"Preferred stock, liquidation preference","values":["1000","1000"],"concept":"us-gaap:PreferredStockLiquidationPreferenceValue"},{"label":"Preferred stock, shares authorized (in shares)","values":["5000000","5000000"],"concept":"us-gaap:PreferredStockSharesAuthorized"},{"label":"Preferred stock, shares issued (in shares)","values":["0","57370"],"concept":"us-gaap:PreferredStockSharesIssued"},{"label":"Common stock, par value (in dollars per share)","values":["0.01","0.01"],"concept":"us-gaap:CommonStockParOrStatedValuePerShare"},{"label":"Common stock, shares authorized (in shares)","values":["150000000","150000000"],"concept":"us-gaap:CommonStockSharesAuthorized"},{"label":"Common stock, shares issued (in shares)","values":["62942427","62673192"],"concept":"us-gaap:CommonStockSharesIssued"},{"label":"Common stock, shares outstanding (in shares)","values":["57390569","58554871"],"concept":"us-gaap:CommonStockSharesOutstanding"},{"label":"Treasury stock, shares (in shares)","values":["5551858","4118321"],"concept":"us-gaap:TreasuryStockCommonShares"}],"periods":["2025-12-31","2024-12-31"],"currency":"USD","durations":["Dec. 31, 2025","Dec. 31, 2024"]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R4.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Consolidated statements of income","value":{"name":"CONSOLIDATED STATEMENTS OF INCOME","@type":"Table","lines":[{"label":"Interest income:","concept":"us-gaap:InterestAndDividendIncomeOperatingAbstract","heading":true},{"label":"Loans","values":["556894000","545243000","521865000"],"concept":"us-gaap:InterestAndFeeIncomeLoansAndLeases"},{"label":"Debt securities","values":["72057000","77749000","59273000"],"concept":"us-gaap:InterestIncomeDebtSecuritiesOperating"},{"label":"Equity investments and other","values":["13503000","19181000","26836000"],"concept":"us-gaap:InterestAndDividendIncomeSecuritiesOther"},{"label":"Total interest income","values":["642454000","642173000","607974000"],"concept":"us-gaap:InterestAndDividendIncomeOperating"},{"label":"Interest expense:","concept":"us-gaap:InterestExpenseAbstract","heading":true},{"label":"Deposits","values":["216180000","242133000","172018000"],"concept":"us-gaap:InterestExpenseDeposits"},{"label":"Borrowed funds","values":["66051000","66005000","66225000"],"concept":"us-gaap:InterestExpenseBorrowings"},{"label":"Total interest expense","values":["282231000","308138000","238243000"],"concept":"us-gaap:InterestExpenseOperating"},{"label":"Net interest income","values":["360223000","334035000","369731000"],"concept":"us-gaap:InterestIncomeExpenseNet"},{"label":"Provision for credit losses","values":["16171000","7689000","17678000"],"concept":"us-gaap:ProvisionForLoanLeaseAndOtherLosses"},{"label":"Net interest income after provision for credit losses","values":["344052000","326346000","352053000"],"concept":"us-gaap:InterestIncomeExpenseAfterProvisionForLoanLoss"},{"label":"Other income (loss):","concept":"us-gaap:NoninterestIncomeAbstract","heading":true},{"label":"Bankcard services revenue","custom":true,"values":["6534000","6197000","5912000"],"concept":"ocfc:CreditAndDebitCardRevenue"},{"label":"Net gain on sales of loans","values":["3686000","2358000","428000"],"concept":"us-gaap:GainLossOnSaleOfMortgageLoans"},{"label":"Net gain (loss) on equity investments","values":["916000","4225000","-3732000"],"concept":"us-gaap:DebtSecuritiesAvailableForSaleGainLoss"},{"label":"Net loss from other real estate operations","values":["-285000","-20000","0"],"concept":"us-gaap:ProfitLossFromRealEstateOperations"},{"label":"Income from bank owned life insurance","values":["7753000","7905000","5280000"],"concept":"us-gaap:BankOwnedLifeInsuranceIncome"},{"label":"Commercial loan swap income","values":["3649000","879000","741000"],"concept":"us-gaap:GainLossOnOilAndGasHedgingActivity"},{"label":"Other","values":["3069000","5107000","1212000"],"concept":"us-gaap:NoninterestIncomeOtherOperatingIncome"},{"label":"Total other income","values":["44701000","50187000","33624000"],"concept":"us-gaap:NoninterestIncome"},{"label":"Operating expenses:","concept":"us-gaap:NoninterestExpenseAbstract","heading":true},{"label":"Compensation and employee benefits","values":["159353000","138341000","135802000"],"concept":"us-gaap:LaborAndRelatedExpense"},{"label":"Occupancy","values":["22874000","20811000","21188000"],"concept":"us-gaap:OccupancyNet"},{"label":"Equipment","values":["3597000","4250000","4650000"],"concept":"us-gaap:EquipmentExpense"},{"label":"Marketing","values":["5653000","5165000","4238000"],"concept":"us-gaap:MarketingExpense"},{"label":"Federal deposit insurance and regulatory assessments","values":["11599000","10955000","11157000"],"concept":"us-gaap:FederalDepositInsuranceCorporationPremiumExpense"},{"label":"Data processing","values":["27723000","24280000","24835000"],"concept":"us-gaap:InformationTechnologyAndDataProcessing"},{"label":"Check card processing","custom":true,"values":["4582000","4412000","4640000"],"concept":"ocfc:CheckCardProcessing"},{"label":"Professional fees","values":["15090000","9483000","18297000"],"concept":"us-gaap:ProfessionalFees"},{"label":"Amortization of intangibles","values":["3634000","3333000","3984000"],"concept":"us-gaap:AmortizationOfIntangibleAssets"},{"label":"Branch consolidation expense, net","custom":true,"values":["0","0","70000"],"concept":"ocfc:BranchConsolidationExpense"},{"label":"Merger related expenses","values":["4253000","1779000","22000"],"concept":"us-gaap:BusinessCombinationAcquisitionRelatedCosts"},{"label":"Restructuring charges","values":["11526000","0","0"],"concept":"us-gaap:RestructuringCharges"},{"label":"Other operating expense","values":["26353000","23068000","20029000"],"concept":"us-gaap:OtherCostAndExpenseOperating"},{"label":"Total operating expenses","values":["296237000","245877000","248912000"],"concept":"us-gaap:OperatingExpenses"},{"label":"Income before provision for income taxes","values":["92516000","130656000","136765000"],"concept":"us-gaap:IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest"},{"label":"Provision for income taxes","values":["21489000","30266000","32700000"],"concept":"us-gaap:IncomeTaxExpenseBenefit"},{"label":"Net income","values":["71027000","100390000","104065000"],"concept":"us-gaap:ProfitLoss"},{"label":"Net income attributable to non-controlling interest","values":["49000","325000","36000"],"concept":"us-gaap:NetIncomeLossAttributableToNoncontrollingInterest"},{"label":"Net income attributable to OceanFirst Financial Corp.","values":["70978000","100065000","104029000"],"concept":"us-gaap:NetIncomeLoss"},{"label":"Dividends on preferred shares","values":["2008000","4016000","4016000"],"concept":"us-gaap:PreferredStockDividendsAndOtherAdjustments"},{"label":"Loss on redemption of preferred stock","custom":true,"values":["1842000","0","0"],"concept":"ocfc:PreferredStockRedemptionGainLossNet"},{"label":"Net income available to common stockholders, basic","values":["67128000","96049000","100013000"],"concept":"us-gaap:NetIncomeLossAvailableToCommonStockholdersBasic"},{"label":"Net income available to common stockholders, diluted","values":["67128000","96049000","100013000"],"concept":"us-gaap:NetIncomeLossAvailableToCommonStockholdersDiluted"},{"label":"Basic earnings per share (in dollars per share)","values":["1.17","1.65","1.70"],"concept":"us-gaap:EarningsPerShareBasic"},{"label":"Diluted earnings per share (in dollars per share)","values":["1.17","1.65","1.70"],"concept":"us-gaap:EarningsPerShareDiluted"},{"label":"Average basic shares outstanding (in shares)","values":["57419000","58296000","58948000"],"concept":"us-gaap:WeightedAverageNumberOfSharesOutstandingBasic"},{"label":"Average diluted shares outstanding (in shares)","values":["57425000","58297000","58957000"],"concept":"us-gaap:WeightedAverageNumberOfDilutedSharesOutstanding"},{"label":"Trust and asset management revenue","concept":"srt:ProductOrServiceAxis","heading":true,"dimension":"Trust and asset management revenue"},{"label":"Other income (loss):","concept":"us-gaap:NoninterestIncomeAbstract","heading":true,"dimension":"Trust and asset management revenue"},{"label":"Revenue","values":["1514000","1745000","2529000"],"concept":"us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax","dimension":"Trust and asset management revenue"},{"label":"Fees and service charges","concept":"srt:ProductOrServiceAxis","heading":true,"dimension":"Fees and service charges"},{"label":"Other income (loss):","concept":"us-gaap:NoninterestIncomeAbstract","heading":true,"dimension":"Fees and service charges"},{"label":"Revenue","values":["17865000","21791000","21254000"],"concept":"us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax","dimension":"Fees and service charges"}],"periods":["2025-12-31","2024-12-31","2023-12-31"],"currency":"USD","duration":"12 Months Ended"},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R5.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Consolidated statements of comprehensive income","value":{"name":"CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME","@type":"Table","lines":[{"label":"Statement of Comprehensive Income [Abstract]","concept":"us-gaap:StatementOfIncomeAndComprehensiveIncomeAbstract","heading":true},{"label":"Net income","values":["71027000","100390000","104065000"],"concept":"us-gaap:ProfitLoss"},{"label":"Other comprehensive income:","concept":"us-gaap:OtherComprehensiveIncomeLossNetOfTaxPeriodIncreaseDecreaseAbstract","heading":true},{"label":"Unrealized gain on debt securities (net of tax expense of $4,235, $1,561 and $4,560 in 2025, 2024 and 2023, respectively)","values":["13293000","4698000","14312000"],"concept":"us-gaap:OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodNetOfTax"},{"label":"Accretion of unrealized loss on debt securities reclassified to held-to-maturity (net of tax expense of $200, $169 and $213 in 2025, 2024, and 2023, respectively)","values":["288000","244000","290000"],"concept":"us-gaap:OtherComprehensiveIncomeLossTransfersFromHeldToMaturityToAvailableForSaleSecuritiesNetOfTax"},{"label":"Unrealized loss on cash flow derivative hedges (net of tax benefit of $34, $304 and $257 in 2025, 2024 and 2023, respectively)","values":["-108000","-956000","-808000"],"concept":"us-gaap:OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationAndTax"},{"label":"Reclassification adjustment for loss included in net income (net of tax expense of $70, $326 and $423 in 2025, 2024 and 2023, respectively)","values":["221000","1023000","1326000"],"concept":"us-gaap:OciDebtSecuritiesAvailableForSaleTransferToHeldToMaturityAdjustmentFromAociForAmortizationOfGainLossAfterTax"},{"label":"Total other comprehensive income, net of tax","values":["13694000","5009000","15120000"],"concept":"us-gaap:OtherComprehensiveIncomeLossNetOfTax"},{"label":"Total comprehensive income","values":["84721000","105399000","119185000"],"concept":"us-gaap:ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest"},{"label":"Less: comprehensive income attributable to non-controlling interest","values":["49000","325000","36000"],"concept":"us-gaap:ComprehensiveIncomeNetOfTaxAttributableToNoncontrollingInterest"},{"label":"Total comprehensive income attributable to OceanFirst Financial Corp.","values":["84672000","105074000","119149000"],"concept":"us-gaap:ComprehensiveIncomeNetOfTax"},{"label":"Less: dividends on preferred shares","values":["2008000","4016000","4016000"],"concept":"us-gaap:PreferredStockDividendsAndOtherAdjustments"},{"label":"Preferred Stock Redemption (Gain) Loss, Net","custom":true,"values":["1842000","0","0"],"concept":"ocfc:PreferredStockRedemptionGainLossNet"},{"label":"Total comprehensive income available to common stockholders","custom":true,"values":["80822000","101058000","115133000"],"concept":"ocfc:ComprehensiveIncomeLossAvailableForCommonStockholders"}],"periods":["2025-12-31","2024-12-31","2023-12-31"],"currency":"USD","duration":"12 Months Ended"},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R6.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (Parenthetical)","value":{"name":"CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (Parenthetical)","@type":"Table","lines":[{"label":"Statement of Comprehensive Income [Abstract]","concept":"us-gaap:StatementOfIncomeAndComprehensiveIncomeAbstract","heading":true},{"label":"Unrealized gain on debt securities, tax expense","values":["4235000","1561000","4560000"],"concept":"us-gaap:OtherComprehensiveIncomeUnrealizedHoldingGainLossOnSecuritiesArisingDuringPeriodTax"},{"label":"Accretion of unrealized loss on debt securities reclassified to held-to-maturity, tax expense","custom":true,"values":["200000","169000","213000"],"concept":"ocfc:OtherComprehensiveIncomeAccretionOfFairValueAdjustmentOnHeldToMaturitySecuritiesTax"},{"label":"Unrealized loss on cash flow derivative hedges, tax benefit","values":["34000","304000","257000"],"concept":"us-gaap:OtherComprehensiveIncomeLossCashFlowHedgeGainLossAfterReclassificationTax"},{"label":"Reclassification adjustment for loss included in net income, tax expense","values":["70000","326000","423000"],"concept":"us-gaap:OtherComprehensiveIncomeLossReclassificationAdjustmentFromAOCIForSaleOfSecuritiesTax"}],"periods":["2025-12-31","2024-12-31","2023-12-31"],"currency":"USD","duration":"12 Months Ended"},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R7.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY (Parenthetical)","value":{"name":"CONSOLIDATED STATEMENTS OF CHANGES IN STOCKHOLDERS’ EQUITY (Parenthetical)","@type":"Table","lines":[{"label":"Statement of Stockholders' Equity [Abstract]","concept":"us-gaap:StatementOfStockholdersEquityAbstract","heading":true},{"label":"Cash dividend per share (in dollars per share)","values":["0.80","0.80","0.80"],"concept":"us-gaap:CommonStockDividendsPerShareDeclared"},{"label":"Purchase of common stock (in shares)","values":["1433537","1383238",""],"concept":"us-gaap:TreasuryStockSharesAcquired"}],"periods":["2025-12-31","2024-12-31","2023-12-31"],"currency":"USD","duration":"12 Months Ended"},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R9.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Consolidated statements of cash flows","value":{"name":"CONSOLIDATED STATEMENTS OF CASH FLOWS","@type":"Table","lines":[{"label":"Cash flows from operating activities:","concept":"us-gaap:NetCashProvidedByUsedInOperatingActivitiesContinuingOperationsAbstract","heading":true},{"label":"Net income","values":["71027000","100390000","104065000"],"concept":"us-gaap:ProfitLoss"},{"label":"Adjustments to reconcile net income to net cash provided by operating activities:","concept":"us-gaap:AdjustmentsToReconcileNetIncomeLossToCashProvidedByUsedInOperatingActivitiesAbstract","heading":true},{"label":"Depreciation and amortization of premises and equipment","values":["10300000","10903000","12327000"],"concept":"us-gaap:DepreciationDepletionAndAmortization"},{"label":"Allocation of ESOP stock","values":["1167000","1114000","2070000"],"concept":"us-gaap:EmployeeBenefitsAndShareBasedCompensation"},{"label":"Stock compensation","values":["4869000","6084000","5854000"],"concept":"us-gaap:ShareBasedCompensation"},{"label":"Net excess tax expense on stock compensation","custom":true,"values":["195000","365000","243000"],"concept":"ocfc:TaxExpenseBenefitFromSharedBasedCompensation"},{"label":"Amortization of intangibles","values":["3634000","3333000","3984000"],"concept":"us-gaap:AmortizationOfIntangibleAssets"},{"label":"Net accretion of purchase accounting adjustments","values":["-1455000","-2865000","-5848000"],"concept":"us-gaap:BusinessAcquisitionsPurchasePriceAllocationYearOfAcquisitionNetEffectOnIncome"},{"label":"Amortization of servicing asset","values":["480000","308000","90000"],"concept":"us-gaap:ServicingAssetAtAmortizedValueAmortization1"},{"label":"Net (discount) premium amortization in excess of discount accretion on securities","values":["-3539000","870000","3133000"],"concept":"us-gaap:AccretionAmortizationOfDiscountsAndPremiumsInvestments"},{"label":"Net amortization of deferred costs on borrowings","values":["338000","626000","598000"],"concept":"us-gaap:AmortizationOfFinancingCostsAndDiscounts"},{"label":"Net amortization of deferred fees/costs and premiums/discounts on loans","custom":true,"values":["-9429000","-3055000","-1094000"],"concept":"ocfc:NetAccretionAmortizationOfDeferredFeesAndDiscountsOnLoans"},{"label":"Provision for credit losses","values":["16171000","7689000","17678000"],"concept":"us-gaap:ProvisionForLoanLeaseAndOtherLosses"},{"label":"Net write-down of fixed assets held-for-sale to net realizable value","values":["0","0","459000"],"concept":"us-gaap:ImpairmentOfLongLivedAssetsToBeDisposedOf"},{"label":"Net loss (gain) on sale of fixed assets","values":["2000","-131000","-26000"],"concept":"us-gaap:GainLossOnSaleOfPropertyPlantEquipment"},{"label":"Net (gain) loss on equity investments","values":["-916000","-4225000","3732000"],"concept":"us-gaap:MarketableSecuritiesUnrealizedGainLoss"},{"label":"Net gain on sales of loans","values":["-3686000","-2358000","-428000"],"concept":"us-gaap:GainLossOnSalesOfLoansNet"},{"label":"Net loss on sale of available-for-sale securities","values":["34000","106000","697000"],"concept":"us-gaap:GainLossOnSaleOfInvestments"},{"label":"Proceeds from sales of residential loans held for sale","values":["504329000","270171000","58495000"],"concept":"us-gaap:ProceedsFromSaleOfMortgageLoansHeldForSale"},{"label":"Residential loans originated for sale","values":["-485200000","-283858000","-62543000"],"concept":"us-gaap:PaymentsForOriginationOfMortgageLoansHeldForSale"},{"label":"Write down of other real estate owned","custom":true,"values":["198000","0","0"],"concept":"ocfc:OtherRealEstateOwnedWriteDown"},{"label":"Increase in value of bank owned life insurance","custom":true,"values":["-7246000","-6566000","-5280000"],"concept":"ocfc:BankOwnedLifeInsuranceIncomeNet"},{"label":"Net (gain) loss on sale of assets held for sale","custom":true,"values":["0","-855000","233000"],"concept":"ocfc:GainLossonSaleofAssetsHeldforSale"},{"label":"(Increase) decrease in interest and dividends receivable","values":["-3096000","5960000","-7170000"],"concept":"us-gaap:IncreaseDecreaseInInterestAndDividendsReceivable"},{"label":"Deferred tax provision (benefit)","values":["3009000","-337000","3151000"],"concept":"us-gaap:DeferredIncomeTaxExpenseBenefit"},{"label":"Net loss on disposal of controlling interest in Trident","values":["4338000","0","0"],"concept":"us-gaap:GainOrLossOnSaleOfStockInSubsidiary"},{"label":"Decrease (increase) in other assets","values":["29319000","-3364000","34504000"],"concept":"us-gaap:IncreaseDecreaseInOtherOperatingAssets"},{"label":"Decrease in other liabilities","values":["-47632000","-8062000","-44663000"],"concept":"us-gaap:IncreaseDecreaseInOtherOperatingLiabilities"},{"label":"Total adjustments","values":["16184000","-8147000","20196000"],"concept":"us-gaap:AdjustmentsToReconcileNetIncomeLossToCashProvidedByUsedInOperatingActivities"},{"label":"Net cash provided by operating activities","values":["87211000","92243000","124261000"],"concept":"us-gaap:NetCashProvidedByUsedInOperatingActivities"},{"label":"Cash flows from investing activities:","concept":"us-gaap:NetCashProvidedByUsedInInvestingActivitiesContinuingOperationsAbstract","heading":true},{"label":"Net (increase) decrease in loans receivable","custom":true,"values":["-913989000","199094000","-243545000"],"concept":"ocfc:NetIncreaseDecreaseInLoanReceivable"},{"label":"Purchases of loan pools","values":["-26859000","-84464000","-35904000"],"concept":"us-gaap:PaymentsToAcquireLoansReceivable"},{"label":"Discounts received (premiums paid) on purchased loan pools","custom":true,"values":["2562000","8397000","-1210000"],"concept":"ocfc:ProceedsFromPaymentsToPurchasedLoanPools"},{"label":"Proceeds from sale of loans","custom":true,"values":["8640000","0","0"],"concept":"ocfc:ProceedsFromSaleOfLoans"},{"label":"Purchase of debt securities available-for-sale","values":["-809714000","-256784000","-302909000"],"concept":"us-gaap:PaymentsToAcquireAvailableForSaleSecuritiesDebt"},{"label":"Purchase of debt securities held-to-maturity","custom":true,"values":["0","-6971000","-65567000"],"concept":"ocfc:PaymentsToAcquireOtherHeldToMaturitySecurities"},{"label":"Purchase of equity investments","values":["-7647000","-3082000","-7661000"],"concept":"us-gaap:PaymentsToAcquireEquityMethodInvestments"},{"label":"Proceeds from maturities and calls of debt securities available-for-sale","values":["9914000","19537000","22376000"],"concept":"us-gaap:ProceedsFromMaturitiesPrepaymentsAndCallsOfAvailableForSaleSecurities"},{"label":"Proceeds from maturities and calls of debt securities held-to-maturity","values":["52715000","22217000","19425000"],"concept":"us-gaap:ProceedsFromMaturitiesPrepaymentsAndCallsOfHeldToMaturitySecurities"},{"label":"Proceeds from sales of debt securities available-for-sale","values":["141638000","7121000","1300000"],"concept":"us-gaap:ProceedsFromSaleOfAvailableForSaleSecuritiesDebt"},{"label":"Proceeds from sales of equity investments","values":["365000","22782000","4822000"],"concept":"us-gaap:ProceedsFromSaleOfEquityMethodInvestments"},{"label":"Principal repayments on debt securities available-for-sale","custom":true,"values":["269737000","162329000","926000"],"concept":"ocfc:ProceedsFromMaturitiesRepaymentsAndCallsOfDebtSecuritiesFVNIAvailableForSale"},{"label":"Principal repayments on debt securities held-to-maturity","custom":true,"values":["114613000","100472000","108037000"],"concept":"ocfc:PrincipalRepaymentsOnDebtInvestmentSecuritiesHeldToMaturity"},{"label":"Proceeds from bank owned life insurance","values":["7153000","2856000","385000"],"concept":"us-gaap:ProceedsFromLifeInsurancePolicies"},{"label":"Proceeds from the redemption of restricted equity investments","values":["336020000","81199000","128964000"],"concept":"us-gaap:ProceedsFromSaleOfFederalHomeLoanBankStock"},{"label":"Purchases of restricted equity investments","values":["-356715000","-96067000","-113447000"],"concept":"us-gaap:PaymentsToAcquireFederalHomeLoanBankStock"},{"label":"Proceeds from sales of other real estate owned","values":["912000","0","0"],"concept":"us-gaap:ProceedsFromSaleOfOtherRealEstate"},{"label":"Proceeds from sales of assets held-for-sale","values":["0","883000","3719000"],"concept":"us-gaap:ProceedsFromSaleOfPropertyHeldForSale"},{"label":"Purchases of premises and equipment","values":["-7700000","-7567000","-7708000"],"concept":"us-gaap:PaymentsToAcquirePropertyPlantAndEquipment"},{"label":"Proceeds from disposal of premises and equipment","values":["0","3380000","0"],"concept":"us-gaap:ProceedsFromSaleOfOtherPropertyPlantAndEquipment"},{"label":"Proceeds from disposal of controlling interest in Trident","values":["2750000","0","0"],"concept":"us-gaap:ProceedsFromDivestitureOfInterestInConsolidatedSubsidiaries"},{"label":"Net cash consideration paid for acquisition","values":["0","-68932000","0"],"concept":"us-gaap:PaymentsToAcquireBusinessesNetOfCashAcquired"},{"label":"Net cash (used in) provided by investing activities","values":["-1175605000","106400000","-487997000"],"concept":"us-gaap:NetCashProvidedByUsedInInvestingActivities"},{"label":"Cash flows from financing activities:","concept":"us-gaap:NetCashProvidedByUsedInFinancingActivitiesContinuingOperationsAbstract","heading":true},{"label":"Net increase (decrease) in deposits","values":["857974000","-366502000","760023000"],"concept":"us-gaap:IncreaseDecreaseInDeposits"},{"label":"(Decrease) increase in short-term borrowings","values":["-6204000","-12667000","3950000"],"concept":"us-gaap:ProceedsFromRepaymentsOfShortTermDebt"},{"label":"Net proceeds (repayment) from FHLB advances","custom":true,"values":["324568000","223975000","-362530000"],"concept":"ocfc:ProceedsFromPaymentsOfFHLBankBorrowingsFinancingActivities"},{"label":"Net proceeds from issuance of subordinated notes","values":["181882000","0","0"],"concept":"us-gaap:ProceedsFromIssuanceOfSubordinatedLongTermDebt"},{"label":"Repayments of other borrowings","values":["-125000000","0","0"],"concept":"us-gaap:RepaymentsOfOtherDebt"},{"label":"(Decrease) increase in advances by borrowers for taxes and insurance","values":["-1786000","624000","1002000"],"concept":"us-gaap:IncreaseDecreaseInAdvancePaymentsByBorrowersForTaxesAndInsurance"},{"label":"Exercise of stock options","values":["717000","571000","702000"],"concept":"us-gaap:ProceedsFromStockOptionsExercised"},{"label":"Payment of employee taxes withheld from stock awards","values":["-1402000","-2391000","-2350000"],"concept":"us-gaap:PaymentsRelatedToTaxWithholdingForShareBasedCompensation"},{"label":"Purchase of treasury stock","values":["-24908000","-21476000","0"],"concept":"us-gaap:PaymentsForRepurchaseOfCommonStock"},{"label":"Dividends paid","values":["-48247000","-50880000","-51274000"],"concept":"us-gaap:PaymentsOfDividendsCommonStock"},{"label":"Redemption of preferred stock","values":["-57370000","0","0"],"concept":"us-gaap:PaymentsForRepurchaseOfPreferredStockAndPreferenceStock"},{"label":"Distributions to non-controlling interest","values":["-315000","0","-55000"],"concept":"us-gaap:PaymentsToMinorityShareholders"},{"label":"Net cash provided by (used) in financing activities","values":["1099909000","-228746000","349468000"],"concept":"us-gaap:NetCashProvidedByUsedInFinancingActivities"},{"label":"Net increase (decrease) in cash and due from banks and restricted cash","values":["11515000","-30103000","-14268000"],"concept":"us-gaap:CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalentsPeriodIncreaseDecreaseIncludingExchangeRateEffect"},{"label":"Cash and due from banks and restricted cash at beginning of year","values":["123615000","153718000","167986000"],"concept":"us-gaap:CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents"},{"label":"Cash and due from banks and restricted cash at end of year","values":["135130000","123615000","153718000"],"concept":"us-gaap:CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents"},{"label":"Supplemental disclosure of cash flow information:","concept":"us-gaap:SupplementalCashFlowInformationAbstract","heading":true},{"label":"Cash and due from banks at beginning of year","values":["123615000","153718000","167946000"],"concept":"us-gaap:CashAndDueFromBanks"},{"label":"Restricted cash at beginning of year","values":["0","0","40000"],"concept":"us-gaap:RestrictedCash"},{"label":"Cash and due from banks at end of year","values":["135130000","123615000","153718000"],"concept":"us-gaap:CashAndDueFromBanks"},{"label":"Restricted cash at end of year","values":["0","0","0"],"concept":"us-gaap:RestrictedCash"},{"label":"Cash paid during the year for:","concept":"us-gaap:IncomeTaxesPaidNetAbstract","heading":true},{"label":"Interest","values":["279171000","320264000","225405000"],"concept":"us-gaap:InterestPaidNet"},{"label":"Income taxes","values":["20689000","33786000","29331000"],"concept":"us-gaap:IncomeTaxesPaid"},{"label":"Non-cash activities:","concept":"us-gaap:CashFlowNoncashInvestingAndFinancingActivitiesDisclosureAbstract","heading":true},{"label":"Accretion of unrealized loss on securities reclassified to held-to-maturity","custom":true,"values":["487000","413000","503000"],"concept":"ocfc:AccretionOfUnrealizedLossOnSecuritiesReclassifiedToHeldToMaturity"},{"label":"Net loan charge-offs","custom":true,"values":["5445000","1555000","8382000"],"concept":"ocfc:NetLoanChargeOffsRecoveries"},{"label":"Transfer of premises and equipment to assets held-for-sale","custom":true,"values":["0","0","1302000"],"concept":"ocfc:TransferOfPremisesandEquipmenttoAssetsHeldforSale"},{"label":"Transfer of securities from held-to-maturity to available-for-sale","custom":true,"values":["0","500000","0"],"concept":"ocfc:TransferOfSecuritiesFromHeldToMaturityToAvailableForSale"},{"label":"Transfer of loans receivable to other real estate owned","values":["9565000","0","0"],"concept":"us-gaap:TransferToOtherRealEstate"},{"label":"Transfer of loans receivable to loans held-for-sale","values":["8640000","0","0"],"concept":"us-gaap:FinancingReceivableReclassificationToHeldForSale"},{"label":"Settlement of preexisting loan receivable from Spring Garden","custom":true,"values":["0","96979000","0"],"concept":"ocfc:SettlementOfLoanReceivableFromAcquisition"},{"label":"Non-cash assets acquired:","concept":"us-gaap:NoncashOrPartNoncashAcquisitionValueOfAssetsAcquiredAbstract","heading":true},{"label":"Loans","custom":true,"values":["0","140062000","0"],"concept":"ocfc:NonCashOrPartNonCashAcquisitionLoans"},{"label":"Premises and equipment","values":["0","157000","0"],"concept":"us-gaap:NoncashOrPartNoncashAcquisitionFixedAssetsAcquired1"},{"label":"Other real estate owned","custom":true,"values":["0","1666000","0"],"concept":"ocfc:NoncashOrPartNoncashAcquisitionOtherRealEstateOwned"},{"label":"Other assets","values":["0","1122000","0"],"concept":"us-gaap:NoncashOrPartNoncashAcquisitionOtherAssetsAcquired1"},{"label":"Goodwill and other intangible assets, net","values":["0","23662000","0"],"concept":"us-gaap:NoncashOrPartNoncashAcquisitionIntangibleAssetsAcquired1"},{"label":"Total non-cash assets acquired","values":["0","166669000","0"],"concept":"us-gaap:NoncashOrPartNoncashAcquisitionValueOfAssetsAcquired1"},{"label":"Liabilities assumed:","concept":"us-gaap:NoncashOrPartNoncashAcquisitionValueOfLiabilitiesAssumedAbstract","heading":true},{"label":"Other liabilities","values":["0","4033000","0"],"concept":"us-gaap:NoncashOrPartNoncashAcquisitionOtherLiabilitiesAssumed1"},{"label":"Total lease and other liabilities","custom":true,"values":["0","4033000","0"],"concept":"ocfc:NoncashOrPartNoncashAcquisitionLeaseLiabilityAndOtherLiabilityAssumed"},{"label":"Total liabilities assumed","values":["0","4033000","0"],"concept":"us-gaap:NoncashOrPartNoncashAcquisitionValueOfLiabilitiesAssumed1"}],"periods":["2025-12-31","2024-12-31","2023-12-31"],"currency":"USD","duration":"12 Months Ended"},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R10.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Revenue by type","value":{"name":"Revenue by type","@type":"Table","lines":[{"label":"Trust and asset management revenue","values":["1514000","1745000","2529000"],"concept":"us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax"},{"label":"Fees and service charges","values":["17865000","21791000","21254000"],"concept":"us-gaap:RevenueFromContractWithCustomerIncludingAssessedTax"}],"periods":["2025-12-31","2024-12-31","2023-12-31"],"currency":"USD","duration":"12 Months Ended"},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/R5.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Long-term Debt","value":"USD 255,233,000 · as at 2025-12-31 · 10-K filed 2026-02-27","basis":"external_source","via":["https://data.sec.gov/api/xbrl/companyconcept/CIK0001004702/us-gaap/LongTermDebt.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Cash and Cash Equivalents, at Carrying Value","value":"USD 62,544,000 · as at 2012-12-31 · 10-K filed 2013-03-15 · NOT CURRENT: this filer last reported this concept here, and reports more recent periods under another","basis":"external_source","via":["https://data.sec.gov/api/xbrl/companyconcept/CIK0001004702/us-gaap/CashAndCashEquivalentsAtCarryingValue.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Entity Public Float","value":"USD 977,631,160 · as at 2025-06-30 · 10-K filed 2026-02-27","basis":"external_source","via":["https://data.sec.gov/api/xbrl/companyconcept/CIK0001004702/dei/EntityPublicFloat.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Entity Common Stock, Shares Outstanding","value":"shares 57,402,016 · as at 2026-02-19 · 10-K filed 2026-02-27","basis":"external_source","via":["https://data.sec.gov/api/xbrl/companyconcept/CIK0001004702/dei/EntityCommonStockSharesOutstanding.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"Operating Lease, Cost","value":"USD 5,016,000 · year to 2025-12-31 · 10-K filed 2026-02-27","basis":"external_source","via":["https://data.sec.gov/api/xbrl/companyconcept/CIK0001004702/us-gaap/OperatingLeaseCost.json","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://data.sec.gov"},{"label":"WARBURG PINCUS LLC","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS LLC","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1162870"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024683/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"COSCIA ANTHONY R","value":{"asOf":"2026-02-27","form":"4","name":"COSCIA ANTHONY R","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"60489","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1199796"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"60489"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000119979626000002/wk-form4_1772573182.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"BURAN JOHN R","value":{"asOf":"2026-08-07","form":"4/A","name":"BURAN JOHN R","@type":"Person","roles":["director"],"holdings":[{"heldAs":"By 401(k) Plan","shares":"0","security":"Common Stock"},{"heldAs":"direct","shares":"78292","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1237678"},"transactions":[{"code":"S","date":"2026-08-07","event":"open-market or private sale","notes":["This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).","Shares sold to facilitate rollover of assets from 401(k) Plan."],"shares":"113463","security":"Common Stock","direction":"disposed","pricePerShare":"19.4036","sharesOwnedAfter":"0"},{"code":"S","date":"2026-08-07","event":"open-market or private sale","notes":["This form reflects increases in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c).","Shares sold to facilitate rollover of assets from 401(k) Plan"],"shares":"113630","security":"Common Stock","direction":"disposed","pricePerShare":"19.4036","sharesOwnedAfter":"0"},{"code":"F","date":"2026-06-03","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of Flushing restricted stock awards pursuant to the Merger Agreement. No shares were sold.","Due to a clerical error, the aforementioned withholding of shares was inadvertently omitted from the original filing. This Amendment is being filed to correct this error."],"shares":"35037","security":"Common Stock","direction":"disposed","pricePerShare":"18.25","sharesOwnedAfter":"78292"},{"code":"A","date":"2026-06-01","event":"grant or award","notes":["On June 1, 2026, OceanFirst Financial Corp. (\"OceanFirst\") completed its previously announced merger with Flushing Financial Corporation (\"Flushing\") pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\") by and among OceanFirst, Flushing, and Apollo Merger Sub Corp. (the \"Merger\"). At the effective time of the Merger, each share of Flushing common stock was converted into the right to receive 0.85 of a share (the \"Exchange Ratio\") of OceanFirst common stock with cash paid in lieu of any fractional share.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby."],"shares":"113265","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"113265"},{"code":"A","date":"2026-06-01","event":"grant or award","notes":["On June 1, 2026, OceanFirst Financial Corp. (\"OceanFirst\") completed its previously announced merger with Flushing Financial Corporation (\"Flushing\") pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\") by and among OceanFirst, Flushing, and Apollo Merger Sub Corp. (the \"Merger\"). At the effective time of the Merger, each share of Flushing common stock was converted into the right to receive 0.85 of a share (the \"Exchange Ratio\") of OceanFirst common stock with cash paid in lieu of any fractional share.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby."],"shares":"113329","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"113329"}],"proposedSales":[{"filed":"2026-08-13","broker":"Empower","shares":"113630","security":"Common Stock","acquiredAs":"401(k) Account Purchases","approximateSaleDate":"2026-08-07","aggregateMarketValue":"2204828.36"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000123767826000018/wk-form4a_1789751451.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"GRASSI LOUIS C","value":{"asOf":"2026-06-01","form":"4","name":"GRASSI LOUIS C","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"104737","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1237957"},"transactions":[{"code":"A","date":"2026-06-01","event":"grant or award","notes":["Represents shares of Issuer Common Stock received pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\"), by and among OceanFirst Financial Corp. (the \"Issuer\"), Flushing Financial Corporation (\"FFIC\"), and Apollo Merger Sub Corp. (\"Merger Sub\"). At the effective time of the merger (the \"Effective Time\"), each share of FFIC common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.85 shares of Issuer Common Stock (the \"Exchange Ratio\") with cash paid in lieu of any fractional shares, in accordance with the Merger Agreement.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.","Includes 4,080 restricted stock units acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby, which cliff vest on January 30, 2027."],"shares":"104737","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"104737"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000085/wk-form4_1780503545.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"TORRES GRACE C","value":{"asOf":"2026-02-27","form":"4","name":"TORRES GRACE C","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"24158","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1246178"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"24158"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000019/wk-form4_1772574656.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"DIorio Steven J","value":{"asOf":"2026-06-01","form":"4","name":"DIorio Steven J","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"52190","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1312455"},"transactions":[{"code":"A","date":"2026-06-01","event":"grant or award","notes":["Represents shares of Issuer Common Stock received pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\"), by and among OceanFirst Financial Corp. (the \"Issuer\"), Flushing Financial Corporation (\"FFIC\"), and Apollo Merger Sub Corp. (\"Merger Sub\"). At the effective time of the merger (the \"Effective Time\"), each share of FFIC common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.85 shares of Issuer Common Stock (the \"Exchange Ratio\") with cash paid in lieu of any fractional shares, in accordance with the Merger Agreement.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.","Includes 4,080 restricted stock units acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby, which cliff vest on January 30, 2027."],"shares":"52190","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"52190"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000081/wk-form4_1780503120.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Maher Christopher","value":{"asOf":"2026-03-04","form":"4","name":"Maher Christopher","@type":"Person","roles":["officer","director"],"holdings":[{"heldAs":"direct","shares":"368621","security":"Common Stock"},{"heldAs":"By Spouse","shares":"5000","security":"Common Stock"},{"heldAs":"By 401(k) Plan","shares":"28409","security":"Common Stock"},{"heldAs":"By ESOP","shares":"6457","security":"Common Stock"},{"heldAs":"direct","shares":"166380","security":"Stock Option (right to buy)","derivative":true}],"jobTitle":"Chairman and CEO","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1343583"},"transactions":[{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"14147","security":"Common Stock","direction":"disposed","pricePerShare":"18.58","sharesOwnedAfter":"368621"},{"code":"D","date":"2026-03-01","event":"disposition to the issuer","notes":["Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future."],"shares":"34149","security":"Common Stock","direction":"disposed","pricePerShare":"0","sharesOwnedAfter":"382768"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"28904","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"373562"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"43355","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"416917"},{"code":"F","date":"2026-02-17","event":"shares withheld for exercise price or tax","notes":["Total includes shares of restricted Common stock that have not yet vested."],"shares":"55172","security":"Common Stock","direction":"disposed","pricePerShare":"19.71","sharesOwnedAfter":"344658"},{"code":"M","date":"2026-02-17","event":"exercise or conversion of a derivative","notes":["Total includes shares of restricted Common stock that have not yet vested."],"shares":"59677","security":"Common Stock","direction":"acquired","pricePerShare":"17.28","sharesOwnedAfter":"399830"},{"code":"M","date":"2026-02-17","event":"exercise or conversion of a derivative","shares":"59677","security":"Stock Option (right to buy)","direction":"disposed","derivative":true,"exercisePrice":"17.28","pricePerShare":"17.28","expirationDate":"2026-03-16","sharesOwnedAfter":"0","underlyingShares":"59677","underlyingSecurity":"Common Stock"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000134358326000006/wk-form4_1772826743.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Katsoulis Nicos","value":{"asOf":"2026-02-27","form":"4","name":"Katsoulis Nicos","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"31096","security":"Common Stock"},{"heldAs":"By Spouse","shares":"3022","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1408329"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"31096"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000140832926000002/wk-form4_1772573789.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Han Sam Sang Ki","value":{"asOf":"2026-06-01","form":"4","name":"Han Sam Sang Ki","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"65323","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1411451"},"transactions":[{"code":"A","date":"2026-06-01","event":"grant or award","notes":["Represents shares of Issuer Common Stock received pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\"), by and among OceanFirst Financial Corp. (the \"Issuer\"), Flushing Financial Corporation (\"FFIC\"), and Apollo Merger Sub Corp. (\"Merger Sub\"). At the effective time of the merger (the \"Effective Time\"), each share of FFIC common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.85 shares of Issuer Common Stock (the \"Exchange Ratio\") with cash paid in lieu of any fractional shares, in accordance with the Merger Agreement.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.","Includes 4,080 restricted stock units acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby, which cliff vest on January 30, 2027."],"shares":"65323","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"65323"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000089/wk-form4_1780503928.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Lebel Joseph III","value":{"asOf":"2026-03-04","form":"4","name":"Lebel Joseph III","@type":"Person","roles":["officer","director"],"holdings":[{"heldAs":"direct","shares":"320152","security":"Common Stock"},{"heldAs":"By 401(k)","shares":"12976","security":"Common Stock"},{"heldAs":"By ESOP","shares":"15093","security":"Common Stock"},{"heldAs":"By Spouse","shares":"783","security":"Common Stock"},{"heldAs":"direct","shares":"153585","security":"Stock Option (right to buy)","derivative":true}],"jobTitle":"Senior EVP and COO","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1424070"},"transactions":[{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"9499","security":"Common Stock","direction":"disposed","pricePerShare":"18.58","sharesOwnedAfter":"320152"},{"code":"D","date":"2026-03-01","event":"disposition to the issuer","notes":["Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future."],"shares":"31303","security":"Common Stock","direction":"disposed","pricePerShare":"0","sharesOwnedAfter":"329651"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"26304","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"321502"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"39452","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"360954"},{"code":"F","date":"2026-02-17","event":"shares withheld for exercise price or tax","notes":["Total includes shares of restricted Common stock that have not yet vested."],"shares":"34460","security":"Common Stock","direction":"disposed","pricePerShare":"19.71","sharesOwnedAfter":"295198"},{"code":"M","date":"2026-02-17","event":"exercise or conversion of a derivative","notes":["Total includes shares of restricted Common stock that have not yet vested."],"shares":"37500","security":"Common Stock","direction":"acquired","pricePerShare":"17.28","sharesOwnedAfter":"329658"},{"code":"M","date":"2026-02-17","event":"exercise or conversion of a derivative","shares":"37500","security":"Stock Option (right to buy)","direction":"disposed","derivative":true,"exercisePrice":"17.28","pricePerShare":"17.28","expirationDate":"2026-03-16","sharesOwnedAfter":"0","underlyingShares":"37500","underlyingSecurity":"Common Stock"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000142407026000006/wk-form4_1772826855.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Tsimbinos Steven James","value":{"asOf":"2026-03-04","form":"4","name":"Tsimbinos Steven James","@type":"Person","roles":["officer"],"holdings":[{"heldAs":"direct","shares":"202999","security":"Common Stock"},{"heldAs":"By 401(k)","shares":"10234","security":"Common Stock"},{"heldAs":"By ESOP","shares":"7759","security":"Common Stock"},{"heldAs":"direct","shares":"76790","security":"Stock Option (right to buy)","derivative":true}],"jobTitle":"Senior EVP & Corp. Secretary","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1501127"},"transactions":[{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"4629","security":"Common Stock","direction":"disposed","pricePerShare":"18.58","sharesOwnedAfter":"202999"},{"code":"D","date":"2026-03-01","event":"disposition to the issuer","notes":["Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future."],"shares":"17075","security":"Common Stock","direction":"disposed","pricePerShare":"0","sharesOwnedAfter":"207628"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"13844","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"203938"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"20765","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"224703"},{"code":"F","date":"2026-02-17","event":"shares withheld for exercise price or tax","notes":["Total includes shares of restricted common stock that have not yet vested."],"shares":"13784","security":"Common Stock","direction":"disposed","pricePerShare":"19.71","sharesOwnedAfter":"190094"},{"code":"M","date":"2026-02-17","event":"exercise or conversion of a derivative","notes":["Total includes shares of restricted common stock that have not yet vested."],"shares":"15000","security":"Common Stock","direction":"acquired","pricePerShare":"17.28","sharesOwnedAfter":"203878"},{"code":"M","date":"2026-02-17","event":"exercise or conversion of a derivative","shares":"15000","security":"Stock Option (right to buy)","direction":"disposed","derivative":true,"exercisePrice":"17.28","pricePerShare":"17.28","expirationDate":"2026-03-16","sharesOwnedAfter":"0","underlyingShares":"15000","underlyingSecurity":"Common Stock"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000150112726000006/wk-form4_1772827209.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Warburg Pincus (Bermuda) Private Equity GP Ltd.","value":{"asOf":"2026-06-01","form":"3","name":"Warburg Pincus (Bermuda) Private Equity GP Ltd.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1555729"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024683/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"ESTEP MICHELE B","value":{"asOf":"2026-03-04","form":"4","name":"ESTEP MICHELE B","@type":"Person","holdings":[{"heldAs":"direct","shares":"177682","security":"Common Stock"},{"heldAs":"By ESOP","shares":"3980","security":"Common Stock"},{"heldAs":"direct","shares":"76790","security":"Stock Option (right to buy)","derivative":true}],"jobTitle":"SEVP & CAO, OceanFirst Bank","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1577826"},"transactions":[{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"4629","security":"Common Stock","direction":"disposed","pricePerShare":"18.58","sharesOwnedAfter":"177682"},{"code":"D","date":"2026-03-01","event":"disposition to the issuer","notes":["Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future."],"shares":"17075","security":"Common Stock","direction":"disposed","pricePerShare":"0","sharesOwnedAfter":"182311"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"13844","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"178621"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"20765","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"199386"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000157782626000005/wk-form4_1772827168.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Barrett Patrick Sean","value":{"asOf":"2026-03-04","form":"4","name":"Barrett Patrick Sean","@type":"Person","roles":["officer"],"holdings":[{"heldAs":"direct","shares":"147350","security":"Common Stock"},{"heldAs":"By ESOP","shares":"1210","security":"Common Stock"}],"jobTitle":"Senior EVP & CFO","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1591893"},"transactions":[{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"5643","security":"Common Stock","direction":"disposed","pricePerShare":"18.48","sharesOwnedAfter":"147350"},{"code":"D","date":"2026-03-01","event":"disposition to the issuer","notes":["Represents forfeiture of unvested performance based restricted shares, originally awarded on February 28, 2023, for failure to satisfy performance conditions. Total includes other unvested shares that vest in the future."],"shares":"18972","security":"Common Stock","direction":"disposed","pricePerShare":"0","sharesOwnedAfter":"152993"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"15228","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"149125"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"22840","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"171965"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000159189326000004/wk-form4_1772826918.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Scopellite Steven","value":{"asOf":"2026-02-27","form":"4","name":"Scopellite Steven","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"16711","security":"Common Stock"},{"heldAs":"direct","shares":"17065","security":"Stock Option (Right to Buy","derivative":true}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1596018"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"16711"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000159601826000002/wk-form4_1772573881.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"DelliBovi Alfred A","value":{"asOf":"2026-06-01","form":"4","name":"DelliBovi Alfred A","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"52262","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1612155"},"transactions":[{"code":"A","date":"2026-06-01","event":"grant or award","notes":["Represents shares of Issuer Common Stock received pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\"), by and among OceanFirst Financial Corp. (the \"Issuer\"), Flushing Financial Corporation (\"FFIC\"), and Apollo Merger Sub Corp. (\"Merger Sub\"). At the effective time of the merger (the \"Effective Time\"), each share of FFIC common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.85 shares of Issuer Common Stock (the \"Exchange Ratio\") with cash paid in lieu of any fractional shares, in accordance with the Merger Agreement.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.","Includes 4,080 restricted stock units acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby, which cliff vest on January 30, 2027."],"shares":"52262","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"52262"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000077/wk-form4_1780502633.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Farris Jack M.","value":{"asOf":"2026-02-27","form":"4","name":"Farris Jack M.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"22406","security":"Common Stock"},{"heldAs":"direct","shares":"17065","security":"Stock Option (right to buy)","derivative":true}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1636468"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"22406"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000163646826000002/wk-form4_1772573290.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Yoh Caren C","value":{"asOf":"2026-06-01","form":"4","name":"Yoh Caren C","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"52262","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1640889"},"transactions":[{"code":"A","date":"2026-06-01","event":"grant or award","notes":["Represents shares of Issuer Common Stock received pursuant to the Agreement and Plan of Merger, dated December 29, 2025 (the \"Merger Agreement\"), by and among OceanFirst Financial Corp. (the \"Issuer\"), Flushing Financial Corporation (\"FFIC\"), and Apollo Merger Sub Corp. (\"Merger Sub\"). At the effective time of the merger (the \"Effective Time\"), each share of FFIC common stock outstanding immediately prior to the Effective Time was converted into the right to receive 0.85 shares of Issuer Common Stock (the \"Exchange Ratio\") with cash paid in lieu of any fractional shares, in accordance with the Merger Agreement.","Reflects OceanFirst securities acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby.","Includes 4,080 restricted stock units acquired pursuant to the terms of the Merger Agreement and agreements contemplated thereby, which cliff vest on January 30, 2027."],"shares":"52262","security":"Common Stock","direction":"acquired","sharesOwnedAfter":"52262"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000093/wk-form4_1780504338.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Warburg Pincus Partners II (Cayman), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"Warburg Pincus Partners II (Cayman), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1658820"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Guadagno Kimberly M","value":{"asOf":"2026-02-27","form":"4","name":"Guadagno Kimberly M","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"20906","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1745788"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"20906"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000174578826000002/wk-form4_1772573615.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Murphy Joseph M. Jr.","value":{"asOf":"2026-02-27","form":"4","name":"Murphy Joseph M. Jr.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"182964","security":"Common Stock"},{"heldAs":"By Corporation","shares":"72800","security":"Common Stock"},{"heldAs":"By IRA","shares":"56000","security":"Common Stock"},{"heldAs":"By Son A","shares":"24000","security":"Common Stock"},{"heldAs":"By Daughter","shares":"24000","security":"Common Stock"},{"heldAs":"By Son B","shares":"20000","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1796954"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"182964"},{"code":"W","date":"2025-10-29","event":"acquired or disposed by will or intestacy","notes":["Represents shares held in IRA inherited by Mr. Murphy."],"shares":"56000","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"56000"}],"proposedSales":[{"filed":"2026-03-23","broker":"Morgan Stanley Smith Barney LLC Executive Financial Services","shares":"150000","security":"Common","acquiredAs":"Estate Distribution","approximateSaleDate":"2026-03-23","aggregateMarketValue":"2682000"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000179695426000002/wk-form4_1772573679.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Turner Patricia Lynne","value":{"asOf":"2026-02-27","form":"4","name":"Turner Patricia Lynne","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"15846","security":"Common Stock"},{"heldAs":"IRA","shares":"525","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1826981"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"15846"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000182698126000003/wk-form4_1772574823.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Chong Patrick","value":{"asOf":"2026-02-23","form":"4/A","name":"Chong Patrick","@type":"Person","holdings":[{"heldAs":"direct","shares":"1914","security":"Common Stock"},{"heldAs":"ESOP","shares":"1540","security":"Common Stock"}],"jobTitle":"SVP/Principal Accounting Off.","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1964754"},"transactions":[{"code":"A","date":"2026-02-23","event":"grant or award","notes":["Reflects annual allocation of ESOP shares."],"shares":"293","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"1540"},{"code":"A","date":"2025-02-26","event":"grant or award","notes":["Represents allocation of shares from Registrant's Employee Stock Ownership Program. Total also includes in beneficial ownership resulting from exempt acquisitions pursuant to Rule 16b-3(c)."],"shares":"800","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"1247"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000196475426000007/wk-form4a_1773239487.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Schaeffer Brian","value":{"asOf":"2026-08-31","form":"4","name":"Schaeffer Brian","@type":"Person","holdings":[{"heldAs":"direct","shares":"83068","security":"Common Stock"},{"heldAs":"By ESOP","shares":"3471","security":"Common Stock"}],"jobTitle":"SEVP & CIO, OceanFirst Bank","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1992779"},"transactions":[{"code":"S","date":"2026-08-31","event":"open-market or private sale","notes":["Total includes shares of restricted common stock that have not yet vested."],"shares":"5500","security":"Common Stock","direction":"disposed","pricePerShare":"18.905","sharesOwnedAfter":"83068"},{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"1837","security":"Common Stock","direction":"disposed","pricePerShare":"18.58","sharesOwnedAfter":"88568"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"10244","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"75040"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"15365","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"90405"}],"proposedSales":[{"filed":"2026-09-01","broker":"Ameriprise Financial Services","shares":"5500","security":"Common Stock","acquiredAs":"Equity Awards","approximateSaleDate":"2026-08-31","aggregateMarketValue":"103977.5"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000199277926000008/wk-form4_1788284348.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Barros John F","value":{"asOf":"2026-02-27","form":"4","name":"Barros John F","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"9363","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1994505"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"9363"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000199450526000002/wk-form4_1772573042.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Garrett Robert C","value":{"asOf":"2026-02-27","form":"4","name":"Garrett Robert C","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"8971","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1997336"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"8971"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000199733626000003/wk-form4_1772573464.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Berninger David","value":{"asOf":"2026-03-04","form":"4","name":"Berninger David","@type":"Person","roles":["officer"],"holdings":[{"heldAs":"direct","shares":"99708","security":"Common Stock"},{"heldAs":"By ESOP","shares":"361","security":"Common Stock"}],"jobTitle":"Senior EVP & CRO","insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1997904"},"transactions":[{"code":"F","date":"2026-03-04","event":"shares withheld for exercise price or tax","notes":["The reported shares were withheld to satisfy the tax liability in connection with the vesting of restricted stock. No shares were sold. Total includes unvested restricted stock."],"shares":"3541","security":"Common Stock","direction":"disposed","pricePerShare":"18.58","sharesOwnedAfter":"99708"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in four equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"11076","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"86637"},{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest on March 1, 2029 at approximately 33% to 100% depending on the attainment of defined performance criteria for the three year period from January 1, 2026 through December 31, 2028, or are forfeited if threshold performance is not met. Total includes other unvested restricted shares that vest in the future."],"shares":"16612","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"103249"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000199790426000004/wk-form4_1772827019.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Wilson-Scott Dalila","value":{"asOf":"2026-02-27","form":"4","name":"Wilson-Scott Dalila","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"9117","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"1999567"},"transactions":[{"code":"A","date":"2026-02-27","event":"grant or award","notes":["Restricted shares awarded. Such shares vest in three equal annual installments beginning on March 1, 2027. Total includes other restricted shares that vest in the future."],"shares":"2769","security":"Common Stock","direction":"acquired","pricePerShare":"0","sharesOwnedAfter":"9117"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000199956726000002/wk-form4_1772574895.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Schell Todd","value":{"asOf":"2026-06-01","form":"3","name":"Schell Todd","@type":"Person","roles":["director"],"holdings":[{"heldAs":"direct","shares":"0","security":"Common Stock"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2000176"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000095/wk-form3_1780507003.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS (CAYMAN) GLOBAL GROWTH 14 GP, L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS (CAYMAN) GLOBAL GROWTH 14 GP, L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003345"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS FINANCIAL SECTOR II PARTNERS (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS FINANCIAL SECTOR II PARTNERS (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003367"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS (CALLISTO) GLOBAL GROWTH 14 (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS (CALLISTO) GLOBAL GROWTH 14 (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003368"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS (CAYMAN) GLOBAL GROWTH 14 GP LLC","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS (CAYMAN) GLOBAL GROWTH 14 GP LLC","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003491"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS (CAYMAN) FINANCIAL SECTOR II GP LLC","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS (CAYMAN) FINANCIAL SECTOR II GP LLC","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003512"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS (CAYMAN) FINANCIAL SECTOR II GP, L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS (CAYMAN) FINANCIAL SECTOR II GP, L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003513"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS FINANCIAL SECTOR II (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS FINANCIAL SECTOR II (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003515"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WP GLOBAL GROWTH 14 PARTNERS (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WP GLOBAL GROWTH 14 PARTNERS (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003517"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS FINANCIAL SECTOR II-E (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS FINANCIAL SECTOR II-E (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003518"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024681/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS (EUROPA) GLOBAL GROWTH 14 (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS (EUROPA) GLOBAL GROWTH 14 (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003520"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS GLOBAL GROWTH 14-B (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS GLOBAL GROWTH 14-B (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003529"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS GLOBAL GROWTH 14 PARTNERS (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS GLOBAL GROWTH 14 PARTNERS (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003530"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WARBURG PINCUS GLOBAL GROWTH 14-E (CAYMAN), L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WARBURG PINCUS GLOBAL GROWTH 14-E (CAYMAN), L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2003531"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WPGG 14 Orion Investments, L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WPGG 14 Orion Investments, L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2137447"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WPFS II Orion Investments GP, LLC","value":{"asOf":"2026-06-01","form":"3","name":"WPFS II Orion Investments GP, LLC","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2137863"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WPGG 14 Orion Investments GP, LLC","value":{"asOf":"2026-06-01","form":"3","name":"WPGG 14 Orion Investments GP, LLC","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2137866"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"WPFS II Orion Investments, L.P.","value":{"asOf":"2026-06-01","form":"3","name":"WPFS II Orion Investments, L.P.","@type":"Person","roles":["director"],"holdings":[{"heldAs":"See Footnotes.","shares":"9574639","security":"Common Stock, par value $0.01/share"},{"heldAs":"See Footnotes.","shares":"1812","security":"Non-Voting Common Equivalent Stock, par value $0.01/share"}],"insiderOf":{"name":"OCEANFIRST FINANCIAL CORP","@type":"Organization"},"identifier":{"name":"SEC CIK","@type":"PropertyValue","value":"2138020"}},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000114036126024679/form3.xml","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Other named executive officers, average","value":{"name":"Other named executive officers, average","@type":"Person","jobTitle":"average of the named executive officers other than the chief executive","compensation":[{"total":"1629454","actuallyPaid":"1429019","fiscalYearEnd":"2025-12-31"},{"total":"1480534","actuallyPaid":"1561495","fiscalYearEnd":"2024-12-31"},{"total":"1436294","actuallyPaid":"851319","fiscalYearEnd":"2023-12-31"},{"total":"1221449","actuallyPaid":"904520","fiscalYearEnd":"2022-12-31"},{"total":"1420768","actuallyPaid":"1835010","fiscalYearEnd":"2021-12-31"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Mr. Maher","value":{"name":"Mr. Maher","@type":"Person","jobTitle":"principal executive officer","compensation":[{"total":"3124340","actuallyPaid":"2795318","fiscalYearEnd":"2025-12-31"},{"total":"3049880","actuallyPaid":"3083255","fiscalYearEnd":"2024-12-31"},{"total":"2933196","actuallyPaid":"1775736","fiscalYearEnd":"2023-12-31"},{"total":"3061528","actuallyPaid":"2297791","fiscalYearEnd":"2022-12-31"},{"total":"3161351","actuallyPaid":"3903652","fiscalYearEnd":"2021-12-31"}]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Shareholder return and performance","value":{"name":"Shareholder return and performance","@type":"Table","lines":[{"label":"Value of $100 invested in this company","values":["","","","","123.13","99.15","85.77","109.42","103.87"],"concept":""},{"label":"Value of $100 invested in the peer group","values":["","","","","136.64","93.07","99.60","113.20","106.50"],"concept":""},{"label":"Net income","values":["67128000","96049000","100013000","142587000","106060000","","","",""],"concept":""},{"label":"Core earnings, the measure this company selected","values":["81890000","93559000","104718000","137961000","111165000","","","",""],"concept":""}],"periods":["2025-12-31","2024-12-31","2023-12-31","2022-12-31","2021-12-31","2022-12-31","2023-12-31","2024-12-31","2025-12-31"],"currency":"USD","durations":["12 Months Ended","12 Months Ended","12 Months Ended","12 Months Ended","12 Months Ended","24 Months Ended","36 Months Ended","48 Months Ended","60 Months Ended"]},"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000130817926000348/R2.htm","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Material events reported in the last year","value":[{"date":"2026-10-27","form":"8-K","about":["reported results of operations and financial condition","made a Regulation FD disclosure","reported another event it considers material"],"items":["2.02","7.01","8.01","9.01"]},{"date":"2026-07-31","form":"8-K","about":["reported results of operations and financial condition","made a Regulation FD disclosure","reported another event it considers material"],"items":["2.02","7.01","8.01","9.01"]},{"date":"2026-06-30","form":"8-K/A","about":["reported another event it considers material"],"items":["8.01"]},{"date":"2026-06-30","form":"8-K","about":["reported another event it considers material"],"items":["8.01","9.01"]},{"date":"2026-06-08","form":"8-K","about":["reported another event it considers material"],"items":["8.01","9.01"]},{"date":"2026-06-01","form":"8-K","about":["entered a material agreement","completed an acquisition or disposal of assets","took on a direct financial obligation","sold unregistered equity","modified the rights of security holders","changed its directors or principal officers","amended its articles or bylaws, or changed its fiscal year","made a Regulation FD disclosure"],"items":["1.01","2.01","2.03","3.02","3.03","5.02","5.03","7.01","9.01"]},{"date":"2026-05-28","form":"8-K","about":["changed its directors or principal officers","reported the results of a shareholder vote"],"items":["5.02","5.07","9.01"]},{"date":"2026-05-01","form":"8-K","about":["made a Regulation FD disclosure"],"items":["7.01","9.01"]},{"date":"2026-04-27","form":"8-K","about":["reported another event it considers material"],"items":["8.01","9.01"]},{"date":"2026-04-23","form":"8-K","about":["reported results of operations and financial condition","made a Regulation FD disclosure"],"items":["2.02","7.01","9.01"]},{"date":"2026-04-15","form":"8-K","about":["reported another event it considers material"],"items":["8.01","9.01"]},{"date":"2026-04-07","form":"8-K","about":["reported the results of a shareholder vote","reported another event it considers material"],"items":["5.07","8.01","9.01"]},{"date":"2026-01-29","form":"8-K","about":["made a Regulation FD disclosure"],"items":["7.01","9.01"]},{"date":"2026-01-22","form":"8-K","about":["reported results of operations and financial condition","made a Regulation FD disclosure","reported another event it considers material"],"items":["2.02","7.01","8.01","9.01"]},{"date":"2026-01-05","form":"8-K","about":["entered a material agreement","sold unregistered equity"],"items":["1.01","3.02","9.01"]},{"date":"2025-12-30","form":"8-K","about":["made a Regulation FD disclosure","reported another event it considers material"],"items":["7.01","8.01","9.01"]},{"date":"2025-10-29","form":"8-K","about":["entered a material agreement","took on a direct financial obligation","reported another event it considers material"],"items":["1.01","2.03","8.01","9.01"]}],"basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000122/0001004702-26-000122-index.html","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"},{"label":"Latest annual report","value":"10-K filed 2026-02-27 · for the year ending 2025-12-31","basis":"external_source","via":["https://www.sec.gov/Archives/edgar/data/1004702/000100470226000015/0001004702-26-000015-index.html","https://ir.oceanfirst.com/financials/sec-filings/default.aspx"],"about_ref":"relationship:46322c33-eb4c-4eae-9034-8c61cbdb5f2b","source_surface_ref":"https://www.sec.gov"}]},"litigation":{"title":"Litigation","facts":[]},"trademarks":{"title":"Trademarks","facts":[]},"federal_awards":{"title":"Federal Awards","facts":[]},"legal_entities":{"title":"Legal Entities","facts":[]},"channel_pricing":{"title":"Channel pricing","facts":[{"label":"Channel presence at Grassi, 2 E 61st St at Fifth Ave","value":{"@type":"ChannelPricing","scope":"One representative location per record: the accepted location carrying the most channel menus. Channel menus come from each provider's own store object for that store; prices are as each channel lists them, in the channel's currency; comparisons are projected from the resolved catalog -- one row per dish, portion-aware identity, prices kept as scoped offers -- and a pair the policy refuses is counted and explained rather than dropped.","channels":null,"location":{"why":"the accepted location carrying the most storefront identities (1), with 0 of 27 platform menus read among 4 accepted locations","name":"Grassi","address":{"city":"New York","unit":"","region":"NY","street":"2 E 61st St at Fifth Ave","country":"US","postal_code":"10065"},"sourceKey":"1f45465cceca17769476460d18e239063cb49bcf0f7d39d63aa2dfcd15f1a3d9"},"presence":[{"label":"Toast","detail":"no Toast door for this location on the site's pages or in any provider response; Toast publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"toast","acceptedLocations":4,"locationsWithStore":0},{"label":"Grubhub","detail":"this location was not searched on the platform: the location states no map point to search around; Seamless orders route to the same Grubhub listing","status":"not_searched","declared":false,"platform":"grubhub","acceptedLocations":4,"locationsWithStore":0},{"label":"Uber Eats","detail":"this location was not searched on the platform: the location states no map point to search around; Postmates orders route to the same Uber Eats store","status":"not_searched","declared":false,"platform":"ubereats","acceptedLocations":4,"locationsWithStore":0},{"label":"DoorDash","detail":"no DoorDash door for this location on the site's pages or in any provider response; DoorDash publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it; Caviar orders route to the same DoorDash store","status":"not_declared","declared":false,"platform":"doordash","acceptedLocations":4,"locationsWithStore":0},{"label":"ChowNow","detail":"no ChowNow door for this location on the site's pages or in any provider response; ChowNow publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"chownow","acceptedLocations":4,"locationsWithStore":0},{"label":"Olo","detail":"no Olo door for this location on the site's pages or in any provider response; Olo publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"olo","acceptedLocations":4,"locationsWithStore":0},{"label":"SkyTab","detail":"no SkyTab door for this location on the site's pages or in any provider response; SkyTab publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"skytab","acceptedLocations":4,"locationsWithStore":0},{"label":"Clover","detail":"no Clover door for this location on the site's pages or in any provider response; Clover publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"clover","acceptedLocations":4,"locationsWithStore":0},{"label":"Slice","detail":"no Slice door for this location on the site's pages or in any provider response; Slice publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"slice","acceptedLocations":4,"locationsWithStore":0},{"label":"KwickMenu","detail":"no KwickMenu door for this location on the site's pages or in any provider response; KwickMenu publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"kwickmenu","acceptedLocations":4,"locationsWithStore":0},{"label":"Restolabs (onlineordering.io)","detail":"no Restolabs (onlineordering.io) door for this location on the site's pages or in any provider response; Restolabs (onlineordering.io) publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"restolabs","acceptedLocations":4,"locationsWithStore":0},{"label":"CHOMP","detail":"no CHOMP door for this location on the site's pages or in any provider response; CHOMP publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"chomp","acceptedLocations":4,"locationsWithStore":0},{"label":"OrderSave (Owner.com)","detail":"no OrderSave (Owner.com) door for this location on the site's pages or in any provider response; OrderSave (Owner.com) publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"ordersave","acceptedLocations":4,"locationsWithStore":0},{"label":"SpotOn","detail":"no SpotOn door for this location on the site's pages or in any provider response; SpotOn publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"spoton","acceptedLocations":4,"locationsWithStore":0},{"label":"TouchBistro","detail":"no TouchBistro door for this location on the site's pages or in any provider response; TouchBistro publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"touchbistro","acceptedLocations":4,"locationsWithStore":0},{"label":"Square Online","detail":"no Square Online door for this location on the site's pages or in any provider response; Square Online publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"squareonline","acceptedLocations":4,"locationsWithStore":0},{"label":"MenuSifu","detail":"no MenuSifu door for this location on the site's pages or in any provider response; MenuSifu publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"menusifu","acceptedLocations":4,"locationsWithStore":0},{"label":"Menufy","detail":"no Menufy door for this location on the site's pages or in any provider response; Menufy publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"menufy","acceptedLocations":4,"locationsWithStore":0},{"label":"Dylish","detail":"no Dylish door for this location on the site's pages or in any provider response; Dylish publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"dylish","acceptedLocations":4,"locationsWithStore":0},{"label":"getsauce","detail":"no getsauce door for this location on the site's pages or in any provider response; getsauce publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"getsauce","acceptedLocations":4,"locationsWithStore":0},{"label":"DoorDash Storefront (order.online)","detail":"no DoorDash Storefront (order.online) door for this location on the site's pages or in any provider response; DoorDash Storefront (order.online) publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"doordash_storefront","acceptedLocations":4,"locationsWithStore":0},{"label":"SpotHopper","detail":"this location was not searched on the platform: the location states no map point to search around","status":"not_searched","declared":false,"platform":"spothopper","acceptedLocations":4,"locationsWithStore":0},{"label":"ezCater","detail":"no ezCater door for this location on the site's pages or in any provider response; ezCater publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"ezcater","acceptedLocations":4,"locationsWithStore":0},{"label":"OpenTable","detail":"no OpenTable door for this location on the site's pages or in any provider response; OpenTable publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"opentable","acceptedLocations":4,"locationsWithStore":0},{"label":"Resy","detail":"no Resy door for this location on the site's pages or in any provider response; Resy publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"resy","acceptedLocations":4,"locationsWithStore":0},{"label":"Tock","detail":"no Tock door for this location on the site's pages or in any provider response; Tock publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"tock","acceptedLocations":4,"locationsWithStore":0},{"label":"SevenRooms","detail":"no SevenRooms door for this location on the site's pages or in any provider response; SevenRooms publishes no premises search we can reach, so its absence here means the site declared no door rather than that the restaurant is not on it","status":"not_declared","declared":false,"platform":"sevenrooms","acceptedLocations":4,"locationsWithStore":0}],"comparisons":null},"basis":"derived","resolver_version":"channel-pricing/1","evidence_id":"channel-pricing:ae38eff74c4a6e77bda3e1c0","via":["no channel menu was read for this location"],"about_ref":"self"}]},"publisher_files":{"title":"Publisher Files","facts":[{"label":"Web app manifest","value":"https://casclients.grassiadvisors.com/manifest.json","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","https://casclients.grassiadvisors.com/manifest.json"],"first_observed_at":"2026-10-29T01:29:04.662791+00:00","last_confirmed_at":"2026-10-29T01:29:04.662791+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"App start URL","value":".","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","https://casclients.grassiadvisors.com/manifest.json"],"first_observed_at":"2026-10-29T01:29:04.662791+00:00","last_confirmed_at":"2026-10-29T01:29:04.662791+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"App display mode","value":"standalone","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","https://casclients.grassiadvisors.com/manifest.json"],"first_observed_at":"2026-10-29T01:29:04.662791+00:00","last_confirmed_at":"2026-10-29T01:29:04.662791+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"},{"label":"App theme colour","value":"#000000","basis":"publisher_declared","via":["https://casclients.grassiadvisors.com","https://casclients.grassiadvisors.com/manifest.json"],"first_observed_at":"2026-10-29T01:29:04.662791+00:00","last_confirmed_at":"2026-10-29T01:29:04.662791+00:00","about_ref":"self","source_surface_ref":"https://casclients.grassiadvisors.com"}]},"organization_relationships":{"title":"Organization relationships","facts":[{"label":"Organization relationship","value":{"kind":"foundation","@type":"OrganizationRelationship","state":"candidate","reason":"card \"On Tuesday, May 21, 2024, Grassi Nonprofit and Human Resources advisors will joi\" says \"foundation\" (+1); link text \"Better Business Bureau® Foundation of Metropolitan New York\" says \"foundation\" (+1)","support":2,"evidence":[{"kind":"foundation","text":"On Tuesday, May 21, 2024, Grassi Nonprofit and Human Resources advisors will join the Better Business Bureau® Foundation of Metropolitan New York for a live video session sharing practical strategies and advice on:","heading":"Build an Engaged Team for Mission Success","section":"May 21, 2024 @ 12:00 pm - 1:00 pm EDT","source_url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","anchor_text":"Better Business Bureau® Foundation of Metropolitan New York"}],"alternatives":[{"kind":"charity","reason":"card \"On Tuesday, May 21, 2024, Grassi Nonprofit and Human Resources advisors will joi\" says \"nonprofit\" (+1)","support":1}],"organization":{"url":"https://www.bbb.org/local-bbb/bbb-serving-metropolitan-new-york","domain":"bbb.org","name_candidates":[{"name":"Better Business Bureau® Foundation of Metropolitan New York","basis":"anchor_text"}]},"state_reason":"only running text states it (the card's or the link's text); no heading, section or card title above or around it does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/"],"last_confirmed_at":"2026-10-29T01:29:27.953139+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"Grassi Launches 2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); card title \"Grassi Launches 2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+2); card \"Grassi Launches 2027 Nonprofit Leadership Survey October 19, 2026 New York, N.Y.\" says \"nonprofit\" (+1); link text \"2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"Grassi Launches 2027 Nonprofit Leadership Survey October 19, 2026 New York, N.Y. – Grassi, a leading independent, employee-owned advisory, tax and accounting firm, has launched its 2027 Nonprofit Leadership Survey . This annual survey invites nonprofit executives and board members to share insights into the most pressing challenges, priorities, and opportunities facing their organizations. Confidential feedback is collected on leadership outlooks, funding challenges, workforce issues, succession planning, technology adoption and other relevant industry topics. Results will be compiled into a comprehensive benchmarking report, helping nonprofit leaders compare their performance with peers and make more informed decisions in a time of rapid change. Click here to take the survey before it clo","heading":"Grassi Launches 2027 Nonprofit Leadership Survey","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-launches-2027-nonprofit-leadership-survey/","anchor_text":"2027 Nonprofit Leadership Survey"}],"organization":{"url":"https://research.crain.com/jfe/form/SV_5w3b5WcLFyryzgq?br=g","domain":"crain.com","name_candidates":[{"name":"Grassi Launches 2027 Nonprofit Leadership Survey","basis":"card_heading"},{"name":"2027 Nonprofit Leadership Survey","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/grassi-launches-2027-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:05.962409+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader\" says \"nonprofit\" (+3); card title \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader\" says \"nonprofit\" (+2); card \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader October 10, 2023 Gras\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader October 10, 2023 Grassi Partner and Nonprofit Practice Leader, David M. Rottkamp , was named among the 2023 Notable Nonprofit Board Leaders by Crain’s New York Business. The annual list recognizes individuals whose commitment to the public good inspires and elevates those in need and communal causes. David’s volunteer board leadership positions include the National Multiple Sclerosis (MS) Society, where he has served as a board member for 11 years. He has sat on the MS Society’s New York City/Long Island Chapter board for 17 years and is currently serving his second term as the chapter’s board chair. David also sits on the boards of the New York Council of Nonprofits and BoardStrong. These volunteer roles are in addition to David’s","heading":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader","section":"News","source_url":"https://www.grassiadvisors.com/news/crains-new-york-recognizes-david-rottkamp-among-2023-notable-nonprofit-board-leaders/","anchor_text":"CrainsNewYork.com"}],"organization":{"url":"https://www.crainsnewyork.com/notables/introducing-crains-2023-notable-nonprofit-board-leaders","domain":"crainsnewyork.com","name_candidates":[{"name":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader","basis":"card_heading"},{"name":"CrainsNewYork.com","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/crains-new-york-recognizes-david-rottkamp-among-2023-notable-nonprofit-board-leaders/"],"last_confirmed_at":"2026-10-29T01:29:29.383766+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"2022 Survey of Nonprofit Leaders\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); heading \"From Board to Staff: Strategies for Nonprofit Engagement and Succession\" says \"nonprofit\" (+3); heading \"Grassi Reveals Findings of 2021 Nonprofit Survey\" says \"nonprofit\" (+3); heading \"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fun\" says \"nonprofits\" (+3); section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); heading \"Download the Grassi 2025-26 Nonprofit Leadership Report\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); heading \"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits\" says \"nonprofits\" (+3); section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2); heading \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader\" says \"nonprofit\" (+3); heading \"Grassi Launches 2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"Grassi Launches 2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"Grassi Unveils Findings of 2021 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+3); heading \"Robert Posner Elected to Nonprofit Board of Trustees\" says \"nonprofit\" (+3); heading \"2021 Nonprofit Leadership Survey Report\" says \"nonprofit\" (+3); heading \"2022 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Cha\" says \"nonprofit\" (+3)","support":57,"evidence":[{"kind":"charity","heading":"2022 Survey of Nonprofit Leaders","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"},{"kind":"charity","heading":"Contact Us","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"},{"kind":"foundation","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"},{"kind":"charity","heading":"Frequently Asked Questions","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"differences":[{"kind":"foundation","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"}],"alternatives":[{"kind":"foundation","reason":"section \"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms\" says \"foundation\" (+2)","support":2}],"organization":{"url":"https://www.facebook.com/sharer.php?u=https%3A%2F%2Fwww.grassiadvisors.com%2Fblog%2F2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns%2F","domain":"facebook.com"},"state_reason":"a heading, section or card title it is printed under states it","readings_not_shown":17},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/","https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:30:23.962951+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2); section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2); section \"Securing the Future: Succession Planning and Leadership Development for Nonprofi\" says \"nonprofits\" (+2)","support":6,"evidence":[{"kind":"charity","text":"Google Calendar","heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","anchor_text":"Google Calendar"},{"kind":"charity","text":"Google Calendar","heading":"March 18, 2025 @ 11:00 am - 12:00 pm EDT","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","anchor_text":"Google Calendar"},{"kind":"charity","text":"Google Calendar","heading":"September 10, 2025 @ 11:00 am - 12:00 pm EDT","section":"Securing the Future: Succession Planning and Leadership Development for Nonprofits","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","anchor_text":"Google Calendar"}],"organization":{"url":"https://www.google.com/calendar/event?action=TEMPLATE&dates=20251023T110000/20251023T120000&text=2025%20Nonprofit%20Leadership%20Survey%20Results%20%26%23038%3B%20Analysis&details=Gain+Exclusive+Insights+to+Drive+Your+Nonprofit%E2%80%99s+SuccessGrassi%E2%80%99s+2025+Nonprofit+Leadership+Survey+captured+insights+from+more+than+200+leaders+across+the+sector%2C+revealing+how+nonprofits+are+navigating+rising+demands%2C+escalating+costs%2C+shifting+funding+streams+and+emerging+opportunities+for+growth.Join+us+on+Thursday%2C+October+23%2C+for+an+exclusive+webinar+where+Grassi%E2%80%99s+Nonprofit+advisors+will+present+an+in-depth+analysis+of+the+year%E2%80%99s+survey+findings.+Attendees+will+gain+access+to+actionable+strategies+and+exclusive+insights+to+help+their+organizations%3A%3Cul%3E+%09%3Cli%3ENavigate+funding+instability+and+adapt+to+shifting+federal+funding+landscapes%3C%2Fli%3E+%09%3Cli%3EAlign+budget+expectations+with+financial+priorities%3C%2Fli%3E+%09%3Cli%3EStrengthen+board+engagement+and+address+succession+planning+gaps%3C%2Fli%3E+%09%3Cli%3EAdopt+technology+and+AI+to+drive+efficiency%2C+productivity+and+impact%3C%2Fli%3E+%09%3Cli%3EBuild+resilience+through+partnerships%2C+innovation+and+diversification%3C%2Fli%3E%3C%2Ful%3EDon%E2%80%99t+mis+%28View+Full+event+Description+Here%3A+https%3A%2F%2Fwww.grassiadvisors.com%2Fevent%2F2025-nonprofit-leadership-survey-results-analysis%2F%29&location=Online&trp=false&ctz=America/New_York&sprop=website:https://www.grassiadvisors.com","domain":"google.com","name_candidates":[{"name":"Google Calendar","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line\" says \"nonprofits\" (+3); card title \"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line\" says \"nonprofits\" (+2); card \"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line Nonprofit\" says \"nonprofits\" (+1); heading \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+3); card title \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+2); card \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+1); link text \"2025 Nonprofit Leadership Report\" says \"nonprofit\" (+1); heading \"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Cha\" says \"nonprofit\" (+3); card \"Grassi’s 2025 Nonprofit Leadership Report reveals how organizations are meeting\" says \"nonprofit\" (+1); link text \"2025 Nonprofit Leadership Report\" says \"nonprofit\" (+1); heading \"2024/2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); card title \"2024/2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+2); card \"2024/2025 Nonprofit Leadership Survey Download the 2024/2025 Nonprofit Leadershi\" says \"nonprofit\" (+1)","support":24,"evidence":[{"kind":"charity","text":"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line Nonprofits need financial sustainability to ensure long-term impact. Learn how a strong bottom line can help balance mission with success. Download Now","heading":"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line","section":"Featured Resource","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/","anchor_text":"Download Now"},{"kind":"charity","text":"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Challenges October 23, 2025 New York, NY — Grassi, a leading provider of advisory, tax and accounting services, today released the key findings of its 2025 Nonprofit Leadership Report , highlighting how nonprofit leaders are embracing innovation and strategic action to navigate sector-wide pressures. The report of more than 200 nonprofit leaders reveals a climate of rising demand, increasing costs and a challenging economic outlook. In response, organizations are diversifying revenue sources, adopting new technologies and strengthening governance and succession planning to sustain their missions. “This year’s leadership report highlights the remarkable resilience of nonprofits, as leaders take proactive steps to inn","heading":"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Challenges","section":"News","source_url":"https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/","anchor_text":"2025 Nonprofit Leadership Report"},{"kind":"charity","text":"Grassi’s 2025 Nonprofit Leadership Report reveals how organizations are meeting rising demand, higher costs and funding volatility with strategic innovation in revenue diversification, technology and leadership. The findings highlight how nonprofit leaders are transforming challenges into opportunities to build more resilient, future-ready organizations. Key findings at a glance: 77% of organizations reported increased demand, and 79% reported higher operating costs. Funding growth (1.6%) lagged behind inflation (2.9%), driving new strategies for revenue diversification. Nearly half of nonprofits now use AI to improve efficiency and address workforce challenges. Highly-engaged boards are 6x more likely to demonstrate a strong financial understanding. Though succession planning is cited as ","heading":"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Challenges","section":"Premium Tools and Industry Resources","source_url":"https://www.grassiadvisors.com/premium-tools/2025-nonprofit-leadership-report/","anchor_text":"2025 Nonprofit Leadership Report"},{"kind":"charity","text":"2024/2025 Nonprofit Leadership Survey Download the 2024/2025 Nonprofit Leadership Survey to access one of the industry’s most comprehensive benchmarking studies. Download Now","heading":"2024/2025 Nonprofit Leadership Survey","section":"Featured Resource","source_url":"https://www.grassiadvisors.com/services/advisory/grant-compliance/","anchor_text":"Download Now"}],"organization":{"url":"https://share.hsforms.com/1FbX6MQd_TauhNFmjgI7NOgnovv6","domain":"hsforms.com","name_candidates":[{"name":"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line","basis":"card_heading"},{"name":"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Challenges","basis":"card_heading"},{"name":"2024/2025 Nonprofit Leadership Survey","basis":"card_heading"},{"name":"Download Now","basis":"anchor_text"},{"name":"2025 Nonprofit Leadership Report","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/","https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/","https://www.grassiadvisors.com/premium-tools/2025-nonprofit-leadership-report/","https://www.grassiadvisors.com/services/advisory/grant-compliance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"Robert Posner Elected to Nonprofit Board of Trustees\" says \"nonprofit\" (+3); card title \"Robert Posner Elected to Nonprofit Board of Trustees\" says \"nonprofit\" (+2); card \"Robert Posner Elected to Nonprofit Board of Trustees April 18, 2022 New York, N.\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Robert Posner Elected to Nonprofit Board of Trustees April 18, 2022 New York, N.Y., April 18, 2022 – Robert S. Posner , a partner at Grassi Advisors & Accountants , has been elected to serve on the Board of Trustees for the Long Island Music Hall of Fame (LIMHOF). To this volunteer role, he brings more than 25 years of experience in strategic planning, accounting and tax strategies, risk management, budgeting and business consulting. A lifelong resident of Long Island, Posner resides in Northport, N.Y. and is a graduate of C.W. Post University. He is a certified public accountant and a registered representative with a FINRA Series 7 license. “It is an honor to join such an important organization that is dedicated to preserving Long Island’s rich musical heritage,” said Posner. “I look forw","heading":"Robert Posner Elected to Nonprofit Board of Trustees","section":"News","source_url":"https://www.grassiadvisors.com/news/robert-posner-elected-to-nonprofit-board-of-trustees/","anchor_text":"Long Island Music Hall of Fame"}],"organization":{"url":"https://www.limusichalloffame.org/","domain":"limusichalloffame.org","name_candidates":[{"name":"Robert Posner Elected to Nonprofit Board of Trustees","basis":"card_heading"},{"name":"Long Island Music Hall of Fame","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/robert-posner-elected-to-nonprofit-board-of-trustees/"],"last_confirmed_at":"2026-10-29T01:29:38.561524+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"2022 Survey of Nonprofit Leaders\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); heading \"From Board to Staff: Strategies for Nonprofit Engagement and Succession\" says \"nonprofit\" (+3); heading \"Grassi Reveals Findings of 2021 Nonprofit Survey\" says \"nonprofit\" (+3); heading \"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fun\" says \"nonprofits\" (+3); section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); heading \"Download the Grassi 2025-26 Nonprofit Leadership Report\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); heading \"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits\" says \"nonprofits\" (+3); section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2); heading \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader\" says \"nonprofit\" (+3); heading \"Grassi Launches 2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"Grassi Launches 2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"Grassi Unveils Findings of 2021 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+3); heading \"Robert Posner Elected to Nonprofit Board of Trustees\" says \"nonprofit\" (+3); heading \"2021 Nonprofit Leadership Survey Report\" says \"nonprofit\" (+3); heading \"2022 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Cha\" says \"nonprofit\" (+3); heading \"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader\" says \"nonprofit\" (+3); card title \"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader\" says \"nonprofit\" (+2); card \"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader drottkamp@grassiadviso\" says \"nonprofit\" (+1)","support":63,"evidence":[{"kind":"charity","heading":"2022 Survey of Nonprofit Leaders","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"},{"kind":"charity","heading":"Contact Us","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"},{"kind":"foundation","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"},{"kind":"charity","heading":"Frequently Asked Questions","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"differences":[{"kind":"foundation","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"}],"alternatives":[{"kind":"foundation","reason":"section \"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms\" says \"foundation\" (+2)","support":2}],"organization":{"url":"https://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.grassiadvisors.com%2Fblog%2F2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns%2F&title=2022%20Survey%20of%20Nonprofit%20Leaders","domain":"linkedin.com"},"state_reason":"a heading, section or card title it is printed under states it","readings_not_shown":18},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/","https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:30:23.962951+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2); section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2); section \"Securing the Future: Succession Planning and Leadership Development for Nonprofi\" says \"nonprofits\" (+2)","support":6,"evidence":[{"kind":"charity","text":"Outlook Live","heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","anchor_text":"Outlook Live"},{"kind":"charity","text":"Outlook Live","heading":"March 18, 2025 @ 11:00 am - 12:00 pm EDT","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","anchor_text":"Outlook Live"},{"kind":"charity","text":"Outlook Live","heading":"September 10, 2025 @ 11:00 am - 12:00 pm EDT","section":"Securing the Future: Succession Planning and Leadership Development for Nonprofits","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","anchor_text":"Outlook Live"}],"organization":{"url":"https://outlook.live.com/owa/?path=/calendar/action/compose&rrv=addevent&startdt=2025-10-23T11%3A00%3A00-04%3A00&enddt=2025-10-23T12%3A00%3A00-04%3A00&location=Online&subject=2025%20Nonprofit%20Leadership%20Survey%20Results%20%26%20Analysis&body=Gain%20Exclusive%20Insights%20to%20Drive%20Your%20Nonprofit%E2%80%99s%20SuccessGrassi%E2%80%99s%202025%20Nonprofit%20Leadership%20Survey%20captured%20insights%20from%20more%20than%20200%20leaders%20across%20the%20sector%2C%20revealing%20how%20nonprofits%20are%20navigating%20rising%20demands%2C%20escalating%20costs%2C%20shifting%20funding%20streams%20and%20emerging%20opportunities%20for%20growth.Join%20us%20on%20Thursday%2C%20October%2023%2C%20for%20an%20exclusive%20webinar%20where%20Grassi%E2%80%99s%20Nonprofit%20advisors%20will%20present%20an%20in-depth%20analysis%20of%20the%20year%E2%80%99s%20survey%20findings.%20Attendees%20will%20gain%20access%20to%20actionable%20strategies%20and%20exclusive%20insights%20to%20help%20their%20organizations%3A%20%09Navigate%20funding%20instability%20and%20adapt%20to%20shifting%20federal%20funding%20landscapes%20%09Align%20budget%20expectations%20with%20financial%20priorities%20%09Strengthen%20board%20engagement%20and%20address%20succession%20planning%20gaps%20%09Adopt%20technology%20and%20AI%20to%20drive%20efficiency%2C%20productivity%20and%20impact%20%09Build%20resilience%20through%20partnerships%2C%20inn%20%28View%20Full%20Event%20Description%20Here%3A%20https%3A%2F%2Fwww.grassiadvisors.com%2Fevent%2F2025-nonprofit-leadership-survey-results-analysis%2F%29","domain":"live.com","name_candidates":[{"name":"Outlook Live","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2); section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2); section \"Securing the Future: Succession Planning and Leadership Development for Nonprofi\" says \"nonprofits\" (+2)","support":6,"evidence":[{"kind":"charity","text":"Outlook 365","heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","anchor_text":"Outlook 365"},{"kind":"charity","text":"Outlook 365","heading":"March 18, 2025 @ 11:00 am - 12:00 pm EDT","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","anchor_text":"Outlook 365"},{"kind":"charity","text":"Outlook 365","heading":"September 10, 2025 @ 11:00 am - 12:00 pm EDT","section":"Securing the Future: Succession Planning and Leadership Development for Nonprofits","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/","anchor_text":"Outlook 365"}],"organization":{"url":"https://outlook.office.com/owa/?path=/calendar/action/compose&rrv=addevent&startdt=2025-10-23T11%3A00%3A00-04%3A00&enddt=2025-10-23T12%3A00%3A00-04%3A00&location=Online&subject=2025%20Nonprofit%20Leadership%20Survey%20Results%20%26%20Analysis&body=Gain%20Exclusive%20Insights%20to%20Drive%20Your%20Nonprofit%E2%80%99s%20SuccessGrassi%E2%80%99s%202025%20Nonprofit%20Leadership%20Survey%20captured%20insights%20from%20more%20than%20200%20leaders%20across%20the%20sector%2C%20revealing%20how%20nonprofits%20are%20navigating%20rising%20demands%2C%20escalating%20costs%2C%20shifting%20funding%20streams%20and%20emerging%20opportunities%20for%20growth.Join%20us%20on%20Thursday%2C%20October%2023%2C%20for%20an%20exclusive%20webinar%20where%20Grassi%E2%80%99s%20Nonprofit%20advisors%20will%20present%20an%20in-depth%20analysis%20of%20the%20year%E2%80%99s%20survey%20findings.%20Attendees%20will%20gain%20access%20to%20actionable%20strategies%20and%20exclusive%20insights%20to%20help%20their%20organizations%3A%20%09Navigate%20funding%20instability%20and%20adapt%20to%20shifting%20federal%20funding%20landscapes%20%09Align%20budget%20expectations%20with%20financial%20priorities%20%09Strengthen%20board%20engagement%20and%20address%20succession%20planning%20gaps%20%09Adopt%20technology%20and%20AI%20to%20drive%20efficiency%2C%20productivity%20and%20impact%20%09Build%20resilience%20through%20partnerships%2C%20inn%20%28View%20Full%20Event%20Description%20Here%3A%20https%3A%2F%2Fwww.grassiadvisors.com%2Fevent%2F2025-nonprofit-leadership-survey-results-analysis%2F%29","domain":"office.com","name_candidates":[{"name":"Outlook 365","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2); card \"Gain Exclusive Insights to Drive Your Nonprofit’s Success Grassi’s 2025 Nonprofi\" says \"nonprofit\" (+1); section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2); card \"Details Date: October 23, 2025 Time: 11:00 am - 12:00 pm EDT Event Category: Non\" says \"nonprofit\" (+1); section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2); card \"Grassi’s nonprofit experts came together for an important discussion on enterpri\" says \"nonprofit\" (+1); section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2); card \"Details Date: March 18, 2025 Time: 11:00 am - 12:00 pm EDT Event Category: Nonpr\" says \"nonprofit\" (+1); section \"Securing the Future: Succession Planning and Leadership Development for Nonprofi\" says \"nonprofits\" (+2); card \"Details Date: September 10, 2025 Time: 11:00 am - 12:00 pm EDT Event Category: N\" says \"nonprofit\" (+1)","support":15,"evidence":[{"kind":"charity","text":"Gain Exclusive Insights to Drive Your Nonprofit’s Success Grassi’s 2025 Nonprofit Leadership Survey captured insights from more than 200 leaders across the sector, revealing how nonprofits are navigating rising demands, escalating costs, shifting funding streams and emerging opportunities for growth. Join us on Thursday, October 23, for an exclusive webinar where Grassi’s Nonprofit advisors will present an in-depth analysis of the year’s survey findings. Attendees will gain access to actionable strategies and exclusive insights to help their organizations: Navigate funding instability and adapt to shifting federal funding landscapes Align budget expectations with financial priorities Strengthen board engagement and address succession planning gaps Adopt technology and AI to drive efficienc","heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","anchor_text":"Register now"},{"kind":"charity","text":"Details Date: October 23, 2025 Time: 11:00 am - 12:00 pm EDT Event Category: Nonprofit Website: https://event.on24.com/wcc/r/4856288/185F3C8832A395646A6D2CD13880F87E Watch Now","heading":"Details","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","anchor_text":"https://event.on24.com/wcc/r/4856288/185F3C8832A395646A6D2CD13880F87E"},{"kind":"charity","text":"Grassi’s nonprofit experts came together for an important discussion on enterprise risk management in today’s dynamic environment. Our industry leaders shared critical insights on: Current economic and financial risk trends impacting nonprofits Strategies for mitigating operational and strategic risks Governance and compliance considerations Technology and cybersecurity risk management Enterprise Risk Management (ERM) framework considerations and implementation This comprehensive session provided nonprofit leaders with actionable strategies for identifying, assessing, and managing organizational risks while maintaining mission effectiveness. Register today to join the conversation!","heading":"March 18, 2025 @ 11:00 am - 12:00 pm EDT","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","anchor_text":"Register today"},{"kind":"charity","text":"Details Date: March 18, 2025 Time: 11:00 am - 12:00 pm EDT Event Category: Nonprofit Website: https://event.on24.com/wcc/r/4863182/8C8F85047CC7376FE567DEB34F65F608 Watch Now","heading":"Details","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/","anchor_text":"https://event.on24.com/wcc/r/4863182/8C8F85047CC7376FE567DEB34F65F608"}],"organization":{"url":"https://event.on24.com/wcc/r/4856288/185F3C8832A395646A6D2CD13880F87E","domain":"on24.com","name_candidates":[{"name":"Details","basis":"card_heading"},{"name":"Register now","basis":"anchor_text"},{"name":"https://event.on24.com/wcc/r/4856288/185F3C8832A395646A6D2CD13880F87E","basis":"anchor_text"},{"name":"Register today","basis":"anchor_text"},{"name":"https://event.on24.com/wcc/r/4863182/8C8F85047CC7376FE567DEB34F65F608","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it","readings_not_shown":1},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/"],"last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"Grassi Launches 2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); card title \"Grassi Launches 2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+2); card \"Grassi Launches 2025 Nonprofit Leadership Survey June 11, 2025 New York, N.Y. –\" says \"nonprofit\" (+1); link text \"2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"Grassi Launches 2025 Nonprofit Leadership Survey June 11, 2025 New York, N.Y. – Grassi, a leading provider of advisory, tax, and audit services, has launched its 2025 Nonprofit Leadership Survey . The annual survey invites nonprofit executives and board members across the Northeast to share insights into the most pressing challenges, priorities, and opportunities facing their organizations. The confidential survey collects feedback on leadership outlooks, funding challenges, workforce issues, succession planning, technology adoption and opportunities, and other relevant industry topics. Results from the survey will be compiled into a comprehensive benchmarking report, helping nonprofit leaders compare their performance with that of their peers and make more informed decisions in a time of ","heading":"Grassi Launches 2025 Nonprofit Leadership Survey","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-launches-2025-nonprofit-leadership-survey/","anchor_text":"2025 Nonprofit Leadership Survey"}],"organization":{"url":"https://crain.qualtrics.com/jfe/form/SV_cC41Zsds3hYfl5k?br=g","domain":"qualtrics.com","name_candidates":[{"name":"Grassi Launches 2025 Nonprofit Leadership Survey","basis":"card_heading"},{"name":"2025 Nonprofit Leadership Survey","basis":"anchor_text"}]},"state_reason":"a heading, section or card title it is printed under states it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/grassi-launches-2025-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:30.873959+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization relationship","value":{"kind":"charity","@type":"OrganizationRelationship","state":"supported","reason":"heading \"2022 Survey of Nonprofit Leaders\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); heading \"From Board to Staff: Strategies for Nonprofit Engagement and Succession\" says \"nonprofit\" (+3); heading \"Grassi Reveals Findings of 2021 Nonprofit Survey\" says \"nonprofit\" (+3); heading \"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fun\" says \"nonprofits\" (+3); section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); heading \"Download the Grassi 2025-26 Nonprofit Leadership Report\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); heading \"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits\" says \"nonprofits\" (+3); section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2); heading \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader\" says \"nonprofit\" (+3); heading \"Grassi Launches 2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"Grassi Launches 2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"Grassi Unveils Findings of 2021 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+3); heading \"Robert Posner Elected to Nonprofit Board of Trustees\" says \"nonprofit\" (+3); heading \"2021 Nonprofit Leadership Survey Report\" says \"nonprofit\" (+3); heading \"2022 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); heading \"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Cha\" says \"nonprofit\" (+3)","support":57,"evidence":[{"kind":"charity","heading":"2022 Survey of Nonprofit Leaders","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"},{"kind":"charity","heading":"Contact Us","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"},{"kind":"foundation","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"},{"kind":"charity","heading":"Frequently Asked Questions","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"differences":[{"kind":"foundation","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"}],"alternatives":[{"kind":"foundation","reason":"section \"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms\" says \"foundation\" (+2)","support":2}],"organization":{"url":"https://twitter.com/intent/tweet?url=https%3A%2F%2Fwww.grassiadvisors.com%2Fblog%2F2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns%2F&text=2022%20Survey%20of%20Nonprofit%20Leaders","domain":"twitter.com"},"state_reason":"a heading, section or card title it is printed under states it","readings_not_shown":17},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/","https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/","https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/","https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:30:23.962951+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Navigating Grant Compliance: A Growing Risk Area for Nonprofits\" says \"nonprofits\" (+3)","support":3,"evidence":[{"kind":"charity","text":"On-Demand Webinar","heading":"Navigating Grant Compliance: A Growing Risk Area for Nonprofits","section":"ADVISORY | TAX | ACCOUNTING","source_url":"https://www.grassiadvisors.com/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"AI in Finance: Practical Tools for Smarter Nonprofit Operations\" says \"nonprofit\" (+3)","support":3,"evidence":[{"kind":"charity","text":"On-Demand Webinar","heading":"AI in Finance: Practical Tools for Smarter Nonprofit Operations","section":"ADVISORY | TAX | ACCOUNTING","source_url":"https://www.grassiadvisors.com/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"AI in Finance: Practical Tools for Smarter Nonprofit Operations\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Our team of experienced CPAs, CFOs, business and tax advisors offer strategic advice and customized solutions.","heading":"Meet Our Team","section":"AI in Finance: Practical Tools for Smarter Nonprofit Operations","source_url":"https://www.grassiadvisors.com/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/"],"last_confirmed_at":"2026-10-29T01:28:57.071004+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Grassi Launches 2027 Nonprofit Leadership Survey October 19, 2026 Grassi Recogni\" says \"nonprofit\" (+1); paragraph \"Grassi Adds Audit Partner with SEC and Middle-Market Experience December 18, 202\" says \"nonprofit\" (+1); paragraph \"Grassi and NJFPA Launch 2025 NY & NJ Food and Beverage Manufacturing Industry Su\" says \"nonprofit\" (+1); paragraph \"Grassi Establishes ESOP and New Business Structure to Secure a Strong Future Nov\" says \"nonprofit\" (+1); paragraph \"Evan Fox Makes NYREJ’s 2022 Year in Review Spotlight December 27, 2022 James O’B\" says \"nonprofit\" (+1); paragraph \"Vanessa Punzo Named A Long Island’s Top 50 Women in Business October 6, 2021 Gra\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Grassi Launches 2027 Nonprofit Leadership Survey October 19, 2026 Grassi Recognized Among the Nation’s Top Construction Accounting Firms October 8, 2026 Grassi Named to IPA’s “Best of the Best” List for the 16th Time October 1, 2026 Grassi Ranked Among Entrepreneur’s Top 20 Franchise Accounting Providers for 2026 September 30, 2026 Grassi Named One of the Best Places to Work in NYC & NJ September 25, 2026 Grassi Named Among the Nation’s Best Places to Work for Women September 15, 2026 Grassi Named A Winner Of The 2026 Long Island Top Workplaces Award September 8, 2026 Grassi Adds Two Tax Partners, Strengthening International Tax and Trust & Estate Services September 2, 2026 Grassi Releases Results From 2026 Manufacturing & Distribution Technology Survey Report August 18, 2026 Grassi Strengthens NYC Presence & Tax Practice with Integration of Hoffman Mulligan August 13, 2026 Grassi Recognized as a 2026 Top 100 Firm by INSIDE Public Accounting August 5, 2026 Grassi Welcomes Two New Partn\nGrassi Adds Audit Partner with SEC and Middle-Market Experience December 18, 2025 Grassi Expands Tax Practice with Addition of Two Partners December 4, 2025 Grassi Expands Franchise Footprint and Rea","heading":"Featured News","section":"Learn How our growth equals your success","source_url":"https://www.grassiadvisors.com/about-us/news/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/about-us/news/"],"last_confirmed_at":"2026-10-29T01:28:59.879797+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"2022 Survey of Nonprofit Leaders\" says \"nonprofit\" (+3); paragraph \"Every year, Grassi’s Nonprofit Leadership Survey gauges current conditions and o\" says \"nonprofit\" (+1); paragraph \"Conditions are improving. When compared to the 2021 survey results, this year’s\" says \"nonprofit\" (+1); paragraph \"Nonprofits are finding resourceful solutions. Amid ongoing challenges and uncert\" says \"nonprofits\" (+1); paragraph \"To read more about these findings and how they varied by sub-sector, click here\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"David M. Rottkamp and Bryan Fryer\nEvery year, Grassi’s Nonprofit Leadership Survey gauges current conditions and outlooks in the nonprofit sector and gathers meaningful real-time data to help leaders benchmark and advance their organizations. Here are the key takeaways from the 2022 survey findings, released this fall:\nConditions are improving. When compared to the 2021 survey results, this year’s findings show vast improvements in certain areas of the nonprofit sector. The percentage of organizations conducting employee layoffs and furloughs decreased sharply from 31% to 12%. The percentage implementing hiring freezes was cut in half (from 20% in 2021 to 10% this year). Funding levels increased for 44% of respondents (compared to 26% in 2021). The sector is also making strides in the area of Diversity, Equity and Inclusion (DEI), with 71% of firms reporting they have a DEI plan (up from 50% in 2021).\nCertain challenges are worsening. While rising costs are always a concern, the impact of inflation and other economic factors is clearly evident in the 2022 survey results. Operating costs increased significantly for 74% of the respondents (compared to 33% in 2021). At the same time,","heading":"2022 Survey of Nonprofit Leaders","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"],"last_confirmed_at":"2026-10-29T01:30:23.962951+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"2022 Survey of Nonprofit Leaders\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"2022 Survey of Nonprofit Leaders","source_url":"https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2022-survey-of-nonprofit-leaders-finds-improved-conditions-among-ongoing-concerns/"],"last_confirmed_at":"2026-10-29T01:30:23.962951+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+3); paragraph \"Nonprofit work is a powerful force for change, led by individuals dedicated to u\" says \"nonprofit\" (+1); paragraph \"Grassi’s 2025 Nonprofit Symposium brought together leaders from the firm’s nonpr\" says \"nonprofit\" (+1)","support":5,"evidence":[{"kind":"charity","text":"David M. Rottkamp and Hassan Khan\nNonprofit work is a powerful force for change, led by individuals dedicated to uplifting communities and amplifying underrepresented voices. Yet the sector continues to face rising demand, limited resources, workforce pressures, and rapid technological change.\nGrassi’s 2025 Nonprofit Symposium brought together leaders from the firm’s nonprofit practice and other industry experts to explore today’s most critical trends, challenges, and opportunities. Through a series of sessions facilitated by professionals from across the sector, the event examined how technology, financial strategy, employee well-being, and top-down culture change can help nonprofits strengthen their operations and build long-term resilience.","heading":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Navigating Regulatory Change: Nonprofit Governance and Risk Management\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); paragraph \"Nonprofits that invest in transparency and accountability will be better positio\" says \"nonprofits\" (+1)","support":6,"evidence":[{"kind":"charity","text":"The symposium began with a discussion about the evolving regulatory environment, where heightened government oversight, shifting state-level policies, and growing expectations from the private sector are raising the standards for transparency and accountability.\nOrganizations can adopt the following strategies to meet changing demands:\nTransparent Communication : Communicate how funds are used to build trust with donors, stakeholders, and regulators.\nRobust Governance : Maintain year-round documentation, review internal controls, and align governance with current regulatory requirements.\nRisk Management : Conduct periodic governance audits to identify and address compliance gaps.\nNonprofits that invest in transparency and accountability will be better positioned to withstand pressures and strengthen stakeholder confidence in times of change.","heading":"Navigating Regulatory Change: Nonprofit Governance and Risk Management","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Using AI and Technology to Support Nonprofit Missions\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); paragraph \"Technology and Artificial Intelligence are transforming how nonprofits operate —\" says \"nonprofits\" (+1); paragraph \"A key theme was the importance of modern data management: having the right data\" says \"nonprofits\" (+1); paragraph \"Nonprofits are discovering many helpful use cases for AI in their work, includin\" says \"nonprofits\" (+1)","support":8,"evidence":[{"kind":"charity","text":"Technology and Artificial Intelligence are transforming how nonprofits operate —not as replacements for human-centered work, but as tools that enhance clarity, control, and strategic decision-making.\nA key theme was the importance of modern data management: having the right data in the right hands at the right time. Many nonprofits are turning to Enterprise Resource Planning (ERP) systems to unify their data and create the cross-functional alignment that AI and advanced analytics tools thrive on.\nNonprofits are discovering many helpful use cases for AI in their work, including:\nAnalyzing donor databases and enriching them with social media data to personalize relationships.\nCreating tailored communications based on donor behavior and preferences.\nAutomating administrative tasks like email outreach, customer service, and documentation.\nMonitoring public sentiment through social media listening to guide strategic decisions.\nHowever, advanced systems introduce increased security and compliance risks. Organizations adopting more sophisticated technology stacks must establish governance frameworks for data security, system access, and staff training to remain compliant and protected.","heading":"Using AI and Technology to Support Nonprofit Missions","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Financial Planning: Building Resilience and Mission Focus\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); paragraph \"Regular, robust financial planning enables organizations to maintain consistent\" says \"nonprofits\" (+1); paragraph \"To strengthen their financial planning and focus on their mission rather than cr\" says \"nonprofits\" (+1); paragraph \"As nonprofit leaders continue to plan for sustainability and resilience, it is c\" says \"nonprofit\" (+1)","support":8,"evidence":[{"kind":"charity","text":"Regular, robust financial planning enables organizations to maintain consistent service to their communities and protect nonprofits against risks such as economic downturns or funding disruptions.\nTo strengthen their financial planning and focus on their mission rather than crisis management, nonprofits can focus on three essential areas:\nEconomic Environment Scenario Development : Model impacts of inflation or demographic shifts on revenue and expenses.\nFunding Source Risk Scenarios : Address vulnerabilities from concentrated revenue streams by examining what happens if major donors reduce giving or government contracts end.\nOperational Disruption Planning : Prepare for challenges such as leadership transitions or facility emergencies that could disrupt service delivery.\nDuring volatile periods, monthly forecasts and weekly reviews support agile decision-making. Key financial metrics should be measured and monitored based on the sector, as priorities and indicators of success vary. Monitoring key metrics becomes even more effective when paired with data visualization tools that enable non-financial leaders to engage with the numbers and translate insights into action.\nAs nonprofit","heading":"Nonprofit Financial Planning: Building Resilience and Mission Focus","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"The modern CFO has evolved from a back-office compliance and reporting function to a key strategic partner. Today’s forward-thinking CFOs actively drive mission-aligned growth by collaborating across leadership teams and boards to align financial strategies with broader organizational goals.\nThis expanded role requires competencies beyond traditional finance, such as:\nInfluence : Guiding leadership and boards toward mission-driven decisions.\nCommunication : Translating complex financial data into actionable insights for diverse stakeholders.\nChange Management : Leading organizational shifts, such as adopting new financial systems or diversifying revenue streams.\nThese skills support four core responsibilities that define the modern CFO:\nMission-Aligned Strategy : Developing financial plans that support growth and community impact by diversifying revenue streams to reduce funding risk.\nPredictive Intelligence : Using analytics and scenario planning to anticipate risks and guide decision-making with regular forecasting and visualization tools.\nStrategic Partnership : Aligning financial and programmatic goals by collaborating with CEOs, boards, and program teams to connect cost to out","heading":"How the CFO Role is Changing: From Transactional to Strategic","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Employee Well-being in Nonprofits: Strategies That Work\" says \"nonprofits\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2)","support":5,"evidence":[{"kind":"charity","text":"Employee well-being has a direct impact on organizational productivity, retention, and service delivery capabilities. Given that 77% of employees report experiencing work-related stress and 57% experience burnout, organizations must address well-being holistically, focusing on the physical, social, emotional, and purpose-driven needs of their employees.\nPractical approaches for employee wellness include:\nPhysical and Emotional Support : Normalize mental health conversations and provide access to resources, such as counseling services and wellness initiatives.\nPurpose & Connection : Encourage professional growth and create opportunities for deeper community involvement to build engagement.\nFinancial Literacy : Offer budgeting workshops and financial education tools, and communicate benefits.\nManager Training : Teach managers to recognize signs of burnout and respond with empathy and appropriate support.\nBuilding a culture of well-being requires sustained commitment, but the investment pays off through higher staff satisfaction and productivity.","heading":"Employee Well-being in Nonprofits: Strategies That Work","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Nonprofit Leadership Strategies from the CFO Panel\" says \"nonprofit\" (+3); section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2)","support":5,"evidence":[{"kind":"charity","text":"The Symposium concluded with a CFO panel where leaders discussed the essential role of executive leadership in organizational success. Panelists emphasized that inclusive, transparent, and purpose-driven leadership drives collaboration, innovation, and long-term impact.\nCFOs shared key strategies for strengthening their organizations:\nPurpose-Driven Leadership : Anchoring decision-making in the organization’s mission and promoting transparency to inspire and engage staff.\nActive Engagement : Strengthening trust by visiting program sites, speaking with staff, asking thoughtful, open-ended questions, and modeling an approachable, people-focused finance function.\nInclusivity and Innovation : Inviting diverse perspectives, particularly from frontline staff, to co-create solutions.\nWhen leaders commit to building trust-based, inclusive cultures, they create better alignment between financial and programmatic teams, enabling their organizations to thrive, even in times of uncertainty.","heading":"Nonprofit Leadership Strategies from the CFO Panel","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); paragraph \"Grassi’s 2025 Nonprofit Symposium equipped leaders with practical strategies to\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Grassi’s 2025 Nonprofit Symposium equipped leaders with practical strategies to strengthen their organizations amid today’s complex operating environment. From governance best practices to AI implementation, strategic financial planning, and leadership development, participants left with actionable insights tailored to the unique challenges nonprofits face.","heading":"Looking Forward","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2); paragraph \"Grassi invites nonprofit executives and board members across the Northeast to sh\" says \"nonprofit\" (+1); paragraph \"For personalized guidance on regulatory compliance, financial strategy, technolo\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Grassi invites nonprofit executives and board members across the Northeast to share insights in our 2025 Nonprofit Leadership Survey .\nFor personalized guidance on regulatory compliance, financial strategy, technology implementation, or leadership development, connect with a Grassi nonprofit advisor today.","heading":"Contact Us","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"2025 Grassi Nonprofit Symposium: Strategies for Financial Resilience, Technology, and Leadership","source_url":"https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/2025-grassi-nonprofit-symposium-strategies-for-financial-resilience-technology-and-leadership/"],"last_confirmed_at":"2026-10-29T01:30:23.989442+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms\" says \"foundation\" (+3)","support":3,"evidence":[{"kind":"foundation","text":"Hassan Khan and Carl Oliveri\nEvery day we hear about another malicious hack where perpetrators are utilizing brute force tactics to attack the construction industry. What makes the construction industry more vulnerable is that a contractor’s office does not end at four walls, it is those four walls plus job sites. And it is very rare that there is only one contractor on a job site at a time, creating another level of complexity when discussing cybersecurity strategies for the construction industry.\nThe construction industry must deploy a multi-faceted cybersecurity approach to mitigate against brute force attacks amongst other schemes.","heading":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"],"last_confirmed_at":"2026-10-29T01:29:04.077636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"section \"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms\" says \"foundation\" (+2)","support":2,"evidence":[{"kind":"foundation","text":"Internal Cybersecurity Protocols: Regularly review and update company-wide cyber security protocols. Conduct regular cybersecurity training sessions to educate employees about common threats like phishing and social engineering. Promote a culture of security awareness, encouraging employees to report suspicious activities.\nData Governance and Security: Categorize data based on sensitivity and prioritize protecting the most valuable information. Encrypt sensitive data in transit and at rest to protect it from unauthorized access. Implement strict data-sharing protocols on projects to ensure secure communication and data transfer.\nAccess Management: Implement strict access controls to ensure that only authorized personnel have access to sensitive information and systems. Use multi-factor authentication (MFA) to add an extra layer of security. Use privilege access management to limit access to sensitive data.\nRegular Software Updates and Patching: Keep all software, including operating systems and applications, up to date with the latest security patches. Regularly review and update security protocols to address new vulnerabilities.\nNetwork Security: To protect the network from unauth","heading":"Effective Cybersecurity Strategies:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"}],"alternatives":[{"kind":"supplier","reason":"paragraph \"Vendor and Supply Chain Security: Assess the cybersecurity practices of vendors\" says \"vendor\" (+1)","support":1}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"],"last_confirmed_at":"2026-10-29T01:29:04.077636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"section \"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms\" says \"foundation\" (+2)","support":2,"evidence":[{"kind":"foundation","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Building a Secure Foundation: Cybersecurity Strategies for Construction Firms","source_url":"https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-a-secure-foundation-cyber-strategies-for-construction-firms/"],"last_confirmed_at":"2026-10-29T01:29:04.077636+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+3); paragraph \"Leadership transitions are a critical moment for any nonprofit organization, and\" says \"nonprofit\" (+1); paragraph \"Organizations that regain their footing quickly tend to share one crucial streng\" says \"nonprofits\" (+1)","support":5,"evidence":[{"kind":"charity","text":"David M. Rottkamp and Vanessa M. Gordon\nLeadership transitions are a critical moment for any nonprofit organization, and the impacts are often felt immediately. When a long-serving executive steps down, the relationships they cultivated, the credibility they established, and the sense of direction they provided can suddenly come into question. Without a strong bench of internal talent ready to step into leadership, these transitions can significantly disrupt an organization’s stability and progress.\nOrganizations that regain their footing quickly tend to share one crucial strength: they have invested in developing leaders from within. By focusing on ongoing development and clear progression pathways, nonprofits create a stronger talent bench prepared to step forward and support the continuity their communities rely on.","heading":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); paragraph \"Our 2025–26 Nonprofit Leadership Report reveals important opportunities to stren\" says \"nonprofit\" (+1); paragraph \"Even among organizations that consider themselves prepared, very few have identi\" says \"nonprofits\" (+1); paragraph \"The data also shows that many nonprofits face practical barriers that slow progr\" says \"nonprofits\" (+1)","support":5,"evidence":[{"kind":"charity","text":"Our 2025–26 Nonprofit Leadership Report reveals important opportunities to strengthen succession planning across the sector:\nEven among organizations that consider themselves prepared, very few have identified successors for all critical roles, leaving decision-making vulnerable during a transition. While 80% of boards express confidence in their understanding of their mission , nearly 10% of nonprofits report having no succession plan in place, and only about half have identified key leadership roles or potential successors. This means that while many nonprofits have taken steps to prepare for leadership change, most have yet to build more robust development pathways.\nThe data also shows that many nonprofits face practical barriers that slow progress, including limited time, limited resources and the absence of a strong leadership pipeline. These challenges often make it difficult to move from planning to implementation, especially when leadership development is not embedded into everyday practices. Organizations that can close these gaps and place greater emphasis on leadership development will be better prepared for transition readiness in the long term.","heading":"What Survey Findings Reveal About Leadership Readiness","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Though developing future leaders within an organization requires consistency and intention, the benefits are significant. Internal candidates bring a level of organizational fluency and a connection to the mission and culture that often takes years to build.\nAt a time when organizations are competing for a limited pool of skilled professionals, strong leadership development programs can also be a powerful tool for strengthening engagement and reducing turnover. When employees see clear advancement pathways and recognize that the organization invests in its people, they feel more motivated and engaged.\nFor these reasons, internal talent development is most effective when it is treated as an organizational priority. When leaders recognize potential early and give rising talent the tools they need to thrive, they build a strong pipeline of employees that supports the organization’s overarching mission and strengthens continuity during times of transition.","heading":"Internal Development as a Continuity Driver","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); paragraph \"Every nonprofit has talented employees with the potential to become strong leade\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Every nonprofit has talented employees with the potential to become strong leaders. However, they need guidance, support and meaningful opportunities to develop their skills. By identifying these individuals early and investing in their growth, organizations can build a reliable pipeline of future leaders.\nConsider these practical strategies to cultivate your next generation of leadership talent:\nRecognize potential, not just position: Look for employees who demonstrate curiosity, initiative and a willingness to tackle challenges, even if they don’t currently hold formal leadership roles. Those who ask insightful questions and seek ways to improve processes often display early signs of leadership potential.\nInvolve emerging leaders in organization-wide initiatives: Invite rising talent to participate in committees, task forces or cross-functional departments. Collaborating with colleagues who bring different perspectives helps them understand organizational dynamics and contribute to solutions that advance the mission.\nProvide stretch assignments to expand skills and perspectives: Challenge emerging leaders with new responsibilities that push them outside their comfort zones and ex","heading":"Practical Ways to Identify and Nurture Future Leaders","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); paragraph \"Succession planning is ultimately about people, and its strength is shaped by th\" says \"nonprofits\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Succession planning is ultimately about people, and its strength is shaped by the culture an organization builds around growth and readiness. By making leadership development a shared responsibility that is supported across teams, departments and levels of management, nonprofits can create an environment where nurturing future leaders is woven into the fabric of their everyday work.","heading":"Embedding Leadership Readiness into Culture","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Advance Your Succession Strategy with Grassi’s Nonprofit Advisors\" says \"nonprofit\" (+3); section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); paragraph \"Grassi’s nonprofit advisors understand the unique challenges nonprofits face in\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Grassi’s nonprofit advisors understand the unique challenges nonprofits face in developing and retaining leadership talent. Our team can help you design a succession planning framework tailored to your organization’s needs, drawing on our extensive experience and insights from across the sector.\nAccess our latest benchmarking data, trends and analysis to inform your leadership planning and prepare for the year ahead:\nTo learn more about how Grassi can support your succession planning efforts and overall organizational strategy, contact David M. Rottkamp or a Grassi Advisor today .","heading":"Advance Your Succession Strategy with Grassi’s Nonprofit Advisors","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2); paragraph \"Why should nonprofits prioritize leadership development? Developing leaders from\" says \"nonprofits\" (+1); paragraph \"Why do nonprofits struggle to build an internal leadership pipeline? Many organi\" says \"nonprofits\" (+1); paragraph \"How can smaller nonprofits strengthen succession planning without additional bud\" says \"nonprofits\" (+1); paragraph \"How can nonprofits maintain stability when a long-serving leader departs? Consis\" says \"nonprofits\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Why should nonprofits prioritize leadership development? Developing leaders from within preserves institutional knowledge, strengthens mission alignment and reinforces stakeholder trust. Investing in employee growth builds continuity and reduces the risks often associated with leadership transitions.\nWhy do nonprofits struggle to build an internal leadership pipeline? Many organizations focus their limited time and resources on program delivery, leaving little capacity for long-term planning. Without consistent processes or clear ownership, leadership development efforts can stall and create gaps during a transition.\nHow can smaller nonprofits strengthen succession planning without additional budget? Simple, intentional practices— such as documenting key workflows, sharing responsibilities across teams and establishing informal mentoring — can meaningfully support continuity and build readiness over time.\nHow can nonprofits maintain stability when a long-serving leader departs? Consistent knowledge transfer, clear role documentation and regular cross-training help ensure critical information remains accessible and that teams stay aligned through any transition.","heading":"Frequently Asked Questions","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprof\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Building Tomorrow’s Leaders: How Internal Talent Development Strengthens Nonprofit Continuity","source_url":"https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/building-tomorrows-leaders-how-internal-talent-development-strengthens-nonprofit-continuity/"],"last_confirmed_at":"2026-10-29T01:29:19.436037+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"From Board to Staff: Strategies for Nonprofit Engagement and Succession\" says \"nonprofit\" (+3); paragraph \"As a nonprofit leader, ensuring strong engagement from your board members, emplo\" says \"nonprofit\" (+1); paragraph \"Integrate diversity, equity, and inclusion into succession planning by ensuring\" says \"nonprofit\" (+1); paragraph \"Succession planning is critical for nonprofits for planned retirements and unexp\" says \"nonprofits\" (+1); paragraph \"Identifying the next generation of future leaders is a step all nonprofits shoul\" says \"nonprofits\" (+1); paragraph \"Employees feel engaged when they experience a sense of belonging, purpose, and e\" says \"nonprofit\" (+1)","support":8,"evidence":[{"kind":"charity","text":"David M. Rottkamp\nAs a nonprofit leader, ensuring strong engagement from your board members, employees, and future leaders is critical to a strong culture, advancing your organization’s mission, and achieving long-term success and sustainability.\nBoard Engagement\nEngagement must start at the very top with an informed and committed board of directors who understand all aspects of the organization, including the strategic and future vision, their role as board members, and their fiduciary responsibilities. Board members are required to go one level deeper and grasp not just what the organization does but why it exists—its mission, vision, and values.\nProper onboarding and ongoing education are essential for educating and engaging board members. This helps board members understand their roles and responsibilities, especially when first joining the board. Knowing what role the board plays in decision-making, policy-making, and implementing operating policies is vital. Understanding expectations is critical to aligning the expectations of the organization and board members and building strong relationships between the executive leadership team and the board.\nEnsuring board meetings are","heading":"From Board to Staff: Strategies for Nonprofit Engagement and Succession","source_url":"https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/"],"last_confirmed_at":"2026-10-29T01:29:21.347510+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"From Board to Staff: Strategies for Nonprofit Engagement and Succession\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"From Board to Staff: Strategies for Nonprofit Engagement and Succession","source_url":"https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/from-board-to-staff-strategies-for-nonprofit-engagement-and-succession/"],"last_confirmed_at":"2026-10-29T01:29:21.347510+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Grassi Reveals Findings of 2021 Nonprofit Survey\" says \"nonprofit\" (+3); paragraph \"Grassi , a leading provider of advisory, tax and accounting services for nonprof\" says \"nonprofit\" (+1); paragraph \"The survey was conducted this summer to gauge current conditions and outlooks fo\" says \"nonprofits\" (+1)","support":5,"evidence":[{"kind":"charity","text":"Grassi , a leading provider of advisory, tax and accounting services for nonprofit organizations, has revealed the findings of its latest nonprofit survey of industry leaders. The survey results were unveiled in the 2021 Nonprofit Leadership Survey Report at the firm’s virtual Nonprofit Symposium today.\nThe survey was conducted this summer to gauge current conditions and outlooks for nonprofits and gather meaningful benchmarking data to help nonprofits recover from COVID-19 losses. The survey questions were developed by members of Grassi’s Nonprofit Practice and fielded by an independent research company.\nA full copy of the comprehensive benchmarking report can be downloaded here .","heading":"Grassi Reveals Findings of 2021 Nonprofit Survey","source_url":"https://www.grassiadvisors.com/blog/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:21.347715+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Grassi Reveals Findings of 2021 Nonprofit Survey\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Grassi Reveals Findings of 2021 Nonprofit Survey","source_url":"https://www.grassiadvisors.com/blog/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:21.347715+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"supplier","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Construction firms are responding with strategic caution. Many are stockpiling m\" says \"vendors\" (+1); paragraph \"Preparing for change starts with shifting the culture. Contractors should engage\" says \"vendors\" (+1)","support":2,"evidence":[{"kind":"supplier","text":"Carl Oliveri and Ronald J. Eagar\nOn April 2, 2025, President Trump signed an executive order establishing a “Reciprocal Tariffs” policy. The policy introduced a 10% baseline tariff on all imports, followed by higher “reciprocal” tariffs on 180 select trading partners, including 34% on Chinese imports and 20% on European Union imports.\nSince then, global trade has experienced a ripple effect, leading to volatility in the U.S. stock market. So far, over 75 countries have contacted the administration for discussions as the situation continues to evolve. In the construction sector, where key materials like steel, aluminum, lumber, and copper were already subject to a 25% tariff imposed in mid-March, these new measures have intensified concerns about supply chain disruptions, inflated costs, and project dynamics.\nOn April 8, 2025, Grassi hosted a webinar titled “ Navigating the New Tariff Landscape: Solutions for the Construction Industry. ” The discussion featured a diverse group of experts: Carl Oliveri , Construction Practice Leader, Ronald Eagar , Chief Operating Officer, both partners at Grassi; Michelle A. Schaap , Chair of Tech, Privacy, and Data Information from the law firm of","heading":"Construction Tariffs: Navigating the Tariff Landscape","source_url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/"],"last_confirmed_at":"2026-10-29T01:29:21.347776+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fun\" says \"nonprofits\" (+3); paragraph \"In an increasingly interconnected global economy, trade policies like tariffs of\" says \"nonprofit\" (+1); paragraph \"While tariffs are typically discussed in the context of global commerce and manu\" says \"nonprofits\" (+1); paragraph \"How Tariffs Affect Nonprofits—Directly and Indirectly\" says \"nonprofits\" (+1); paragraph \"At a high level, tariffs increase the cost of imported goods. While nonprofits m\" says \"nonprofits\" (+1); paragraph \"Rising Operational Costs Higher prices on materials and equipment—such as printe\" says \"fundraising\" (+1); paragraph \"Decreased Donor Capacity Tariffs can drive inflation and cost-of-living increase\" says \"charitable\" (+1); paragraph \"Impact on Corporate Partnerships Many nonprofits rely heavily on corporate spons\" says \"nonprofits\" (+1); paragraph \"Uncertainty in Global Aid or International Programs Nonprofits working internati\" says \"nonprofits\" (+1); paragraph \"What Nonprofits Can Do Now: Strategic Responses\" says \"nonprofits\" (+1); paragraph \"While the causes of tariffs lie well outside the nonprofit sector’s control, the\" says \"nonprofit\" (+1); paragraph \"Expand digital fundraising : Virtual giving campaigns, recurring donor programs,\" says \"fundraising\" (+1); paragraph \"If your nonprofit depends on printed materials, event rentals, tech hardware, or\" says \"nonprofit\" (+1); paragraph \"Consolidate purchases with other nonprofits to increase buying power and lower u\" says \"nonprofits\" (+1)","support":16,"evidence":[{"kind":"charity","text":"David M. Rottkamp\nIn an increasingly interconnected global economy, trade policies like tariffs often seem far removed from the day-to-day operations of nonprofit organizations. However, the ripple effects of tariffs can—and do—reach into the nonprofit sector, influencing everything from operational costs to donor behavior.\nWhile tariffs are typically discussed in the context of global commerce and manufacturing, their broader economic consequences present real challenges and opportunities for nonprofits. For nonprofit executives and board members, understanding these impacts is essential to safeguarding fundraising and diversifying revenue streams in the face of uncertainty.\nHow Tariffs Affect Nonprofits—Directly and Indirectly\nAt a high level, tariffs increase the cost of imported goods. While nonprofits may not be importing goods themselves, many are reliant on vendors and suppliers that do. Rising costs for technology, supplies, printed materials, or event equipment can squeeze tight budgets. The effects can be felt in several ways:\nRising Operational Costs Higher prices on materials and equipment—such as printed fundraising materials, technology hardware, and capital campaign","heading":"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fundraising and Revenue Streams","source_url":"https://www.grassiadvisors.com/blog/navigating-tariffs-what-nonprofit-leaders-need-to-know-about-protecting-fundraising-and-revenue-streams/"}],"alternatives":[{"kind":"supplier","reason":"paragraph \"At a high level, tariffs increase the cost of imported goods. While nonprofits m\" says \"vendors\" (+1); paragraph \"2. Revisit Vendor Contracts and Supply Chains\" says \"vendor\" (+1); paragraph \"If your nonprofit depends on printed materials, event rentals, tech hardware, or\" says \"vendor\" (+1); paragraph \"Negotiate better pricing or explore local sourcing to avoid import-related costs\" says \"sourcing\" (+1)","support":4}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/navigating-tariffs-what-nonprofit-leaders-need-to-know-about-protecting-fundraising-and-revenue-streams/"],"last_confirmed_at":"2026-10-29T01:29:21.347280+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fun\" says \"nonprofits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Tariffs and Nonprofits: What Nonprofit Leaders Need to Know About Protecting Fundraising and Revenue Streams","source_url":"https://www.grassiadvisors.com/blog/navigating-tariffs-what-nonprofit-leaders-need-to-know-about-protecting-fundraising-and-revenue-streams/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/navigating-tariffs-what-nonprofit-leaders-need-to-know-about-protecting-fundraising-and-revenue-streams/"],"last_confirmed_at":"2026-10-29T01:29:21.347280+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"supplier","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Agricultural Export Challenges : Retaliatory tariffs from key trading partners c\" says \"farmers\" (+1); paragraph \"Cost Management : Conduct comprehensive assessments of the new tariffs’ impact o\" says \"sourcing\" (+1); paragraph \"Operational Flexibility : Enhance supply chain resilience by diversifying suppli\" says \"suppliers\" (+1)","support":3,"evidence":[{"kind":"supplier","text":"Robert E. Grote\nOn April 2, 2025, President Donald Trump announced a comprehensive tariff strategy, introducing a universal 10% levy on all imports, with elevated rates for specific nations. These measures are poised to impact the food and beverage sector significantly, necessitating strategic responses from industry leaders.​\nKey Tariff Measures Affecting the Industry:\nUniversal Import Tariff : Effective April 5, 2025, a blanket 10% tariff will be applied to all imported goods entering the United States.​\nCountry-Specific Tariffs : Certain nations face higher tariffs based on trade practices and deficits:​ European Union: 20% China: 34% Vietnam: 46%​ Brazil and Colombia: 10%​\nImplications for the Food and Beverage Sector:\nIncreased Operational Costs : The tariffs on aluminum imports, including a 25% duty on canned beer and empty aluminum cans, will escalate beverage companies’ packaging expenses. This is particularly concerning for the craft brewing industry, which is already contending with shifting consumer preferences and heightened competition.\nSupply Chain Disruptions : Tariffs targeting major coffee exporters—such as a 10% levy on imports from Brazil and Colombia and a 46% t","heading":"Tariffs Implications for Food and Beverage Industry Leaders","source_url":"https://www.grassiadvisors.com/blog/navigating-the-new-tariffs-implications-for-food-and-beverage-industry-leaders/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/navigating-the-new-tariffs-implications-for-food-and-beverage-industry-leaders/"],"last_confirmed_at":"2026-10-29T01:29:23.587856+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+3); paragraph \"Nonprofit board members often dedicate their time, insight and expertise to an o\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"David M. Rottkamp\nNonprofit board members often dedicate their time, insight and expertise to an organization because they believe deeply in the mission. Findings from our 2025–26 Nonprofit Leadership Report affirm this connection, with 80% of board members possessing a strong understanding of mission.\nWhile mission clarity shapes the purpose behind the work, engagement is what turns that purpose into action through steady oversight and strategic decision-making. When board members remain fully involved in their core responsibilities, they strengthen planning, support adaptability and help keep the organization aligned with community needs.","heading":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Why Board Engagement Matters for Nonprofit Organizations\" says \"nonprofit\" (+3); section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); paragraph \"Engaged boards have a direct and measurable impact on organizational performance\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Engaged boards have a direct and measurable impact on organizational performance. According to our Nonprofit Leadership Report , they are six times more likely to demonstrate strong financial understanding and four times more likely to recognize emerging technology trends . When board members hold a clear understanding of financial and operational drivers, they collaborate more effectively with management to make informed decisions about investments, planning and organizational priorities.","heading":"Why Board Engagement Matters for Nonprofit Organizations","section":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"The Five Critical Responsibilities of the Nonprofit Board\" says \"nonprofit\" (+3); section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); paragraph \"Advocacy and Fundraising As ambassadors of the mission, board members’ networks,\" says \"fundraising\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Effective board leadership is grounded in five core responsibilities. These responsibilities define where board involvement has the greatest influence on decision-making, risk management and mission impact:\nGovernance and Oversight Governance and oversight are the board’s fiduciary responsibilities, providing the guardrails for all strategic decisions. The board is primarily responsible for ensuring that the organization operates ethically and in compliance with its bylaws and other regulatory requirements, reinforcing transparency and accountability and laying the foundation for public trust.\nStrategic Direction Board members shape strategic direction by understanding the organization’s long-term goals and working closely with the C-suite to advance them. A board enriched by a range of professional and personal experiences brings broader insight to planning and supports more resilient, mission-driven outcomes.\nExecutive Leadership and Succession Executive leadership and succession planning are key activities that support the stability, continuity and public image of the organization. Board members are responsible for selecting and supporting the chief executive, as well as making","heading":"The Five Critical Responsibilities of the Nonprofit Board","section":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"Governance and Oversight Governance and oversight are the board’s fiduciary resp\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); paragraph \"Opportunities for enhanced board performance continue to exist throughout the se\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Opportunities for enhanced board performance continue to exist throughout the sector. Our Nonprofit Leadership Report shows that only about half of nonprofits regularly monitor cash flow, and 57% of board members demonstrate only adequate financial understanding. Gaps like these influence planning, program decisions and an organization’s ability to respond when conditions shift.\nBoards looking to strengthen their effectiveness can benefit from practical steps that build financial fluency and create better alignment with leadership:\nInvest in ongoing governance training to reinforce fiduciary responsibilities and support informed decision-making throughout the year.\nJoin budgeting conversations early in the cycle to understand how finances impact strategic decisions.\nLeverage board meetings to analyze key financial indicators and encourage deeper discussion around planning and performance.\nMeet with the treasurer regularly to review results and discuss emerging risks, trends and opportunities.\nIncrease touchpoints with the C-suite to stay current on operational shifts and strategic priorities.\nReview board composition regularly to ensure the right mix of skills, perspectives and liv","heading":"How Boards Can Strengthen Their Impact Today","section":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Removing Obstacles That Stand Between Your Nonprofit and Its Mission\" says \"nonprofit\" (+3); section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); paragraph \"Nonprofits reach their full potential when leadership, staff and the board work\" says \"nonprofits\" (+1); paragraph \"For deeper insight into the findings shaping nonprofit leadership today, view th\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"Nonprofits reach their full potential when leadership, staff and the board work in alignment. To learn how stronger board engagement can improve decision-making and organizational performance, connect with David M. Rottkamp or a Grassi Advisor today.\nFor deeper insight into the findings shaping nonprofit leadership today, view the replay of our 2025-26 Nonprofit Leadership Survey webinar or reach out to our team for a conversation.","heading":"Removing Obstacles That Stand Between Your Nonprofit and Its Mission","section":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2); paragraph \"What makes a nonprofit board effective? A nonprofit board becomes effective when\" says \"nonprofit\" (+1); paragraph \"How can nonprofit boards improve financial oversight? Boards can improve oversig\" says \"nonprofit\" (+1); paragraph \"What is the board’s role in nonprofit strategy? A nonprofit board guides long-te\" says \"nonprofit\" (+1); paragraph \"How does board engagement influence nonprofit performance? Higher engagement lea\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"What makes a nonprofit board effective? A nonprofit board becomes effective when members understand their fiduciary responsibilities, participate actively in governance and maintain regular communication with leadership. Strong financial literacy, strategic involvement and consistent engagement all contribute to better decision-making and mission impact.\nHow can nonprofit boards improve financial oversight? Boards can improve oversight by regularly reviewing financial reports, participating in budgeting conversations early, and meeting with the treasurer to discuss trends and risks. Training in budgeting, cash flow and forecasting also helps members make informed decisions.\nWhat is the board’s role in nonprofit strategy? A nonprofit board guides long-term goals, evaluates risks and ensures that initiatives align with mission priorities. Collaboration with the C-suite is essential to shaping realistic, community-focused strategies.\nHow does board engagement influence nonprofit performance? Higher engagement leads to stronger financial understanding, better trend recognition and more effective support for leadership. Engaged boards help organizations adapt, allocate resources wisely","heading":"Frequently Asked Questions","section":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Nonprofit Board Engagement: 5 Responsibilities That Shape Organizational Success","source_url":"https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-board-engagement-responsibilities/"],"last_confirmed_at":"2026-10-29T01:29:23.587956+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+3); paragraph \"The challenge goes beyond reducing expenses. Nonprofit leaders must determine wh\" says \"nonprofit\" (+1); paragraph \"Better financial visibility for nonprofit organizations can provide the confiden\" says \"nonprofit\" (+1); paragraph \"As a result, many nonprofit organizations are turning to CFO advisory services ,\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"David M. Rottkamp\nOrganizations across industries are facing the same reality: resources are tighter, expectations are higher and leaders are being asked to accomplish more with less. Whether driven by economic uncertainty, labor constraints, rising operating costs or increasing demand for services, today’s environment requires organizations to make strategic decisions with greater precision.\nThe challenge goes beyond reducing expenses. Nonprofit leaders must determine where to invest resources, which initiatives deserve attention and how to position the organization for sustainable growth. Those decisions become significantly more difficult when leadership teams lack timely, reliable financial information.\nBetter financial visibility for nonprofit organizations can provide the confidence to prioritize opportunities, identify inefficiencies and make informed decisions that support long-term success. Achieving that visibility requires more than better reports; it depends on the effective alignment of people, process and technology so leaders have the right information, supported by the right workflows and capabilities, when decisions need to be made.\nAs a result, many nonprofit orga","heading":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); paragraph \"Nonprofit leaders are surrounded by data, but data alone does not bring clarity.\" says \"nonprofit\" (+1); paragraph \"Strong financial visibility helps nonprofit organizations answer critical questi\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Nonprofit leaders are surrounded by data, but data alone does not bring clarity.\nMany organizations struggle with disconnected systems, manual reporting processes and delayed financial information. By the time reports are finalized, the opportunity to act may have already passed. Teams may spend valuable time reconciling information instead of analyzing it.\nWithout clear visibility into financial performance, priorities often become reactive rather than strategic. Decisions are based on assumptions, instincts or incomplete information instead of actionable insights.\nStrong financial visibility helps nonprofit organizations answer critical questions such as:\nWhich programs, services and funding sources deliver the greatest impact?\nWhere are operational inefficiencies consuming valuable resources?\nHow does current cash flow support future initiatives?\nWhat risks could affect future performance?\nWhen leaders can answer these questions with confidence, they are better positioned to allocate resources more effectively.","heading":"Why Financial Visibility Matters More Than Ever","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); paragraph \"Nonprofit leaders frequently face competing priorities. For example, an organiza\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"During periods of growth, organizations can sometimes absorb inefficiencies. When resources become constrained, however, every decision carries greater significance.\nNonprofit leaders frequently face competing priorities. For example, an organization may need to invest in technology, expand services, recruit key talent and improve operational processes. The challenge is determining which initiatives must happen now and which can be delayed without compromising long-term objectives.\nFinancial visibility creates a framework for prioritization. Rather than asking, “What can we afford to do?” leadership teams can ask more strategic questions :\nWhich initiatives are most critical to achieving our mission and strategic goals?\nWhere will investments generate the greatest value?\nWhich opportunities are too important to postpone?\nHow can we improve performance without increasing overhead?\nThese conversations become significantly more productive when supported by accurate financial data and meaningful performance metrics.","heading":"Prioritization Requires Better Information","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); paragraph \"Many nonprofit organizations have access to financial information, but translati\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Many nonprofit organizations have access to financial information, but translating that information into action requires additional expertise and structure. This is where CFO Advisory services can create meaningful value.\nA strategic CFO perspective helps leadership teams move beyond historical reporting and focus on future performance to gain a clearer understanding of their current position and potential paths forward. Instead of relying solely on past results, leaders can evaluate different scenarios, assess risks and make decisions supported by data.\nThis approach helps organizations:\nImprove forecasting accuracy\nStrengthen cash flow planning\nEvaluate growth opportunities\nAssess major investments\nMost importantly, it helps leadership teams focus resources on the activities that drive the most impact.","heading":"Turning Financial Data into Action","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Financial visibility begins with reliable financial information. Many organizations continue to rely on manual processes that consume time and increase the risk of errors. These challenges often become more pronounced as the organization grows.\nClient accounting services help establish a stronger financial foundation by providing timely reporting, streamlined processes and greater access to critical financial information. With accurate financial data, leaders gain the clarity needed to evaluate performance and respond more effectively to changing conditions.\nThe result is a more agile organization that can adapt quickly and make informed choices with confidence.","heading":"The Role of Client Accounting Services","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"Client accounting services help establish a stronger financial foundation by pro\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); paragraph \"Nonprofit organizations focused on doing more with less often look first at cost\" says \"nonprofit\" (+1); paragraph \"When combined with stronger financial visibility, process improvements can help\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Nonprofit organizations focused on doing more with less often look first at cost reduction. While managing expenses remains important, process improvement frequently delivers broader and more sustainable benefits.\nInefficient processes can create hidden costs throughout an organization. Manual workflows, duplicate tasks, disconnected systems and inconsistent reporting all consume valuable resources.\nProcess improvement initiatives help organizations eliminate unnecessary complexity and create capacity for growth without significantly increasing headcount or overhead. This requires an integrated focus on people, process and technology: aligning team roles and responsibilities, streamlining workflows and using systems that provide better, faster access to the information leaders need.\nWhen combined with stronger financial visibility, process improvements can help nonprofit organizations:\nIncrease operational efficiency\nImprove decision-making speed\nEnhance reporting accuracy\nReduce manual workloads\nThese improvements not only support current performance but also position organizations for long-term success.","heading":"Process Improvement Creates Capacity for Growth","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"unknown","@type":"OrganizationStatement","state":"supported","reason":"two kinds are equally supported, so neither is chosen","support":4,"evidence":[{"kind":"unknown","text":"In today’s landscape, nonprofit leaders cannot afford to make decisions based on incomplete information. The ability to prioritize effectively, allocate resources strategically and respond to change depends on having a clear view of financial performance.\nNonprofit organizations that invest in financial visibility are often better equipped to navigate uncertainty, identify opportunities and support sustainable growth. CFO advisory services, client accounting services and process improvement initiatives can help transform financial information into strategic insight and create a stronger foundation for decision-making. When people, process and technology are aligned, organizations are better positioned to turn insight into action and make the most of limited resources.\nDoing more with less is about more than reducing costs; it is about making smarter decisions. Better financial visibility helps organizations focus on what matters most, so they can move forward with confidence.","heading":"Visibility Is the Foundation for Better Decisions","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"alternatives":[{"kind":"charity","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); paragraph \"In today’s landscape, nonprofit leaders cannot afford to make decisions based on\" says \"nonprofit\" (+1); paragraph \"Nonprofit organizations that invest in financial visibility are often better equ\" says \"nonprofit\" (+1)","support":4},{"kind":"foundation","reason":"heading \"Visibility Is the Foundation for Better Decisions\" says \"foundation\" (+3); paragraph \"Nonprofit organizations that invest in financial visibility are often better equ\" says \"foundation\" (+1)","support":4}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2); paragraph \"Grassi helps nonprofit organizations strengthen financial visibility, improve de\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Grassi helps nonprofit organizations strengthen financial visibility, improve decision-making and align resources with objectives. Contact a Grassi advisor today to learn how better financial insights can support your organization’s growth.","heading":"Protect Performance Through Better Financial Visibility","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibil\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"For Nonprofit Leaders, Doing More with Less Starts with Better Financial Visibility","source_url":"https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-financial-visibility-leaders-doing-more-with-less/"],"last_confirmed_at":"2026-10-29T01:29:10.685559+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+3); paragraph \"Nonprofit organizations are navigating one of the most challenging operating env\" says \"nonprofit\" (+1); paragraph \"The Grassi 2025-26 Nonprofit Leadership Report , based on responses from more th\" says \"nonprofit\" (+1)","support":5,"evidence":[{"kind":"charity","text":"David M. Rottkamp and Bryan Fryer\nNonprofit organizations are navigating one of the most challenging operating environments in recent years. With diminishing federal funding, rising operating costs and increasing demand for services, leaders are under growing pressure to balance mission with financial resilience.\nThe Grassi 2025-26 Nonprofit Leadership Report , based on responses from more than 200 nonprofit leaders, reveals an industry striving to sustain critical services and build long-term stability in an uncertain economic landscape. The findings highlight key strategies that shaped nonprofit decision-making throughout 2025 and will continue to influence organizational priorities into 2026.","heading":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Industry Outlook: Rising Demand, Increased Costs and Funding Volatilit\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"Economic pessimism is on the rise among nonprofit leaders, with 44% anticipating\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"Economic pessimism is on the rise among nonprofit leaders, with 44% anticipating worsening conditions over the next year. This marks a notable shift from the 2024 report, when just 28% of leaders expected the economy to decline. For the third year in a row, demand for services rose, with 77% of organizations reporting cost increases averaging 13-15% — more than five times the current inflation rate.\nShifts in overall funding were inconsistent across the sector:\n44% of organizations reported increases\n29% reported decreases\n25% reported no change\n2% were unsure\nMore than half of the leaders surveyed said their organization relies on federal funding. While 36% of organizations reported increases in federal funding and an equal percentage cited decreases, “significant decreases” were mentioned nearly twice as often as “significant increases.”","heading":"Nonprofit Industry Outlook: Rising Demand, Increased Costs and Funding Volatility","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Financial Resilience Strategies for Nonprofit Leaders\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"Increasing fundraising efforts : Broadening donor engagement through digital giv\" says \"fundraising\" (+1); paragraph \"When new funds become available, many organizations reinvest in program expansio\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"As funding becomes less predictable and budgets tighten, organizations are often expected to absorb the impact, and leadership must make difficult decisions around resource allocation and cost management. These leaders are seeking new, creative strategies to optimize their financial position, diversify revenue streams and build cash reserves:\nReallocating existing funds : Redirecting resources toward programs with the highest mission impact, while scaling back initiatives that no longer align with organizational priorities\nIncreasing fundraising efforts : Broadening donor engagement through digital giving, corporate partnerships and new fundraising campaigns\nExpanding revenue streams : Pursuing new funding opportunities and mission-aligned partnerships to diversify income\nReducing expenses : Identifying redundancies in spending while reviewing administrative, technology and utility costs\nBuilding reserves and endowments : Strengthening both short-term resilience and long-term sustainability by setting aside unrestricted funds and investing in future income\nWhen new funds become available, many organizations reinvest in program expansion and workforce development to strengthen missi","heading":"Financial Resilience Strategies for Nonprofit Leaders","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"Human capital can be a nonprofit’s most important asset and most significant cos\" says \"nonprofit\" (+1); paragraph \"Sixty-two percent of leaders cite recruitment and retention as a top priority, d\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Human capital can be a nonprofit’s most important asset and most significant cost, often accounting for 75-85% of the total budget. Across the sector, nonprofit leaders are seeking new operational efficiencies and technological accelerators to help staff increase productivity without experiencing burnout.\nSixty-two percent of leaders cite recruitment and retention as a top priority, demonstrating a clear connection between a strong workforce and effective mission delivery. For the year ahead, nonprofit leaders are prioritizing talent attraction and retention, followed by strengthening fundraising and improving operational efficiency. Many are investing in internal processes, technology and leadership development initiatives to reduce turnover and prepare for internal talent pipelines to thrive as future leaders.","heading":"Leadership Priorities Amid Workforce and Labor Pressures","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"The Critical Imperative of Nonprofit Board Engagement\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2)","support":5,"evidence":[{"kind":"charity","text":"Boards are true stewards of the mission, often deeply invested in the mission as they guide strategy and oversee accountability and decision-making. When boards are fully engaged, the organization is more likely to be aligned with purpose and positioned for future growth. The report highlights a strong involvement across most boards, but with varying levels of engagement in key governance areas:\nMission alignment : Eighty percent of boards understand the organization’s mission, vision and values.\nFinancial oversight : Just over half monitor cash flow and liquidity, and only about half monitor statements at the program level.\nDiversity and innovatio n: Boards have room to improve, with only 42% reflecting the diversity of the communities they serve and 30% understanding the latest technological trends.\nTraining : Twenty-seven percent of leaders believe their boards would benefit from additional governance education.\nFinancial and technical acumen are critically linked to board engagement, with highly engaged boards six times more likely to have a strong financial understanding and four times more likely to understand the latest technological advancements. These findings emphasize th","heading":"The Critical Imperative of Nonprofit Board Engagement","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"With leadership often holding many of the organization’s most important relation\" says \"fundraising\" (+1); paragraph \"Despite this risk, many nonprofit organizations remain underprepared for major l\" says \"nonprofit\" (+1); paragraph \"When organizations invest in leadership development, especially internally, they\" says \"nonprofits\" (+1)","support":5,"evidence":[{"kind":"charity","text":"With leadership often holding many of the organization’s most important relationships and institutional knowledge, the departure of a key executive — whether expected or unexpected — can jeopardize service delivery, fundraising and overall organizational stability.\nDespite this risk, many nonprofit organizations remain underprepared for major leadership transitions. Common barriers include limited internal talent pipelines, other competing short-term priorities and insufficient board involvement in succession planning. Nearly one in ten organizations has no plan in place at all, and among those that do, only about half have identified successors for key leadership roles. To address these gaps, organizations are focusing on the following strategies:\nDocumenting key responsibilities : Capturing critical processes and leadership knowledge to reduce disruption during transitions\nDeveloping internal talent : Investing in professional development, mentoring and cross-training to build leadership capacity from within\nEngaging the board : Involving board members early in identifying successors and aligning leadership transitions with mission and strategy\nAssessing readiness : Reviewing org","heading":"Strengthening Succession Planning and Leadership Development Pipelines","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Digital Innovation and Technology Priorities for Nonprofits\" says \"nonprofits\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"Nonprofit leaders are implementing technology to redefine how they operate inter\" says \"nonprofit\" (+1); paragraph \"Data as the foundation Many organizations view data as the infrastructure that s\" says \"nonprofits\" (+1); paragraph \"AI adoption accelerating AI adoption has risen sharply across all organization t\" says \"nonprofits\" (+1); paragraph \"Cybersecurity as a growing priority As the implementation of digital tools grows\" says \"nonprofit\" (+1); paragraph \"Nonprofit leaders cite accounting, compliance and risk management as the most wi\" says \"nonprofit\" (+1)","support":10,"evidence":[{"kind":"charity","text":"Nonprofit leaders are implementing technology to redefine how they operate internally, communicate with donors and deliver services to the community. Technology investment remains a top investment priority across the sector, particularly in advanced data analytics, AI and cybersecurity.\nData as the foundation Many organizations view data as the infrastructure that supports transparency, efficiency and strategic decision-making. Tools for accounting, compliance and financial reporting help build the foundation for stronger analysis and forecasting. By strengthening data systems, nonprofits are gaining insights that improve operations and support mission outcomes.\nAI adoption accelerating AI adoption has risen sharply across all organization types. Forty-eight percent of nonprofits now use AI, up from 31% the previous year. Organizations cite use cases such as automating administrative tasks and analyzing donor or program data, freeing up their staff for high-value mission work.\nCybersecurity as a growing priority As the implementation of digital tools grows, so does exposure to risk. Only 38% of nonprofit leaders are “very confident” in their ability to protect sensitive data, thoug","heading":"Digital Innovation and Technology Priorities for Nonprofits","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"Data as the foundation Many organizations view data as the infrastructure that s\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"Education organizations focus most on fundraising and marketing metrics\" says \"fundraising\" (+1); paragraph \"Benchmarking doesn’t need to be about comparison; it can be an effective way to\" says \"nonprofits\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Benchmarking is increasingly recognized as one of the most powerful tools for leaders to evaluate performance and guide decision-making. Amid a more competitive funding environment, more than half of organizations now use comparative data to measure effectiveness.\nBenchmarking priorities vary across the sector:\nEducation organizations focus most on fundraising and marketing metrics\nHealthcare organizations emphasize governance and workforce benchmarks\nSocial services/community-based organizations prioritize program performance and volunteer engagement\nBenchmarking doesn’t need to be about comparison; it can be an effective way to foster collaboration and continuous improvement across the sector. By sharing insights and results, nonprofits can leverage one another as valuable resources, learning from peers and uncovering where they can improve and better align their missions with available resources.","heading":"Benchmarking for Transparency and Performance","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Charting a Path Forward for Nonprofit Leadership\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"In the volatile funding and economic environment, nonprofit leaders are redefini\" says \"nonprofit\" (+1); paragraph \"Diversifying funding : Expanding revenue through technology, data insights and c\" says \"fundraising\" (+1); paragraph \"The nonprofit leadership report reveals a sector defined by adaptability and per\" says \"nonprofit\" (+1)","support":8,"evidence":[{"kind":"charity","text":"In the volatile funding and economic environment, nonprofit leaders are redefining what it means to be resilient and innovative. The most effective organizations are shifting away from reactive, day-to-day management and placing greater emphasis on long-term strategic planning.\nKey strategies shaping the path ahead:\nInvesting in people : Building skills and leadership capacity while supporting staff wellbeing\nDiversifying funding : Expanding revenue through technology, data insights and creative fundraising models\nStrengthening governance : Engaging boards in financial oversight, strategy and accountability\nLeveraging technology : Streamlining systems and data to drive efficiency and informed decisions\nThe nonprofit leadership report reveals a sector defined by adaptability and perseverance in the face of challenge. By focusing on financial stability, workforce development and data-driven decision-making, leaders can chart a sustainable path forward — one that keeps mission and community at the center of every decision.","heading":"Charting a Path Forward for Nonprofit Leadership","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Download the Grassi 2025-26 Nonprofit Leadership Report\" says \"nonprofit\" (+3); section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2); paragraph \"The Grassi 2025-26 Nonprofit Leadership Report is a valuable resource for nonpro\" says \"nonprofit\" (+1); paragraph \"To discuss these findings and explore how Grassi’s Nonprofit advisors can help s\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"The Grassi 2025-26 Nonprofit Leadership Report is a valuable resource for nonprofit leaders, offering data-driven insights across sectors. Download the report or watch the webinar recap today to learn about the strategies leaders are adopting to build more resilient and sustainable organizations.\nTo discuss these findings and explore how Grassi’s Nonprofit advisors can help strengthen your organization’s long-term strategy, connect with our team today.","heading":"Download the Grassi 2025-26 Nonprofit Leadership Report","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Nonprofit Leadership Outlook: Strategies for Navigating an Uncertain Economy","source_url":"https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/nonprofit-leadership-report-2025-26/"],"last_confirmed_at":"2026-10-29T01:29:16.656420+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits\" says \"nonprofits\" (+3); paragraph \"In today’s dynamic landscape, nonprofit organizations face various challenges th\" says \"nonprofit\" (+1); paragraph \"Understanding Risk in the Nonprofit Sector: Risk in the nonprofit world encompas\" says \"nonprofit\" (+1); paragraph \"Embracing a Culture of Risk Management: To thrive in this environment, nonprofit\" says \"nonprofits\" (+1); paragraph \"The Role of Leadership in Risk Management: Effective risk management starts at t\" says \"nonprofit\" (+1)","support":7,"evidence":[{"kind":"charity","text":"Vanessa M. Gordon\nIn today’s dynamic landscape, nonprofit organizations face various challenges that can impact their ability to fulfill their missions. In recent years, nonprofits have seen a shift in the risk landscape. From economic uncertainties to operational hurdles, the risks are diverse and ever-present. However, by embracing a proactive approach to risk management, nonprofit leaders can mitigate potential threats and position their organizations for long term growth and success.\nUnderstanding Risk in the Nonprofit Sector: Risk in the nonprofit world encompasses a broad spectrum of potential issues. These include economic and financial risks, operational challenges, strategic uncertainties, governance concerns, fundraising difficulties, staffing and volunteer management issues, compliance requirements, and technological vulnerabilities. Each of these areas presents unique challenges that, if addressed, could significantly improve an organization’s ability to achieve its goals.\nEmbracing a Culture of Risk Management: To thrive in this environment, nonprofits must build a culture that acknowledges risks and actively works to manage them. This approach involves several key ste","heading":"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits","source_url":"https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:23.588193+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits\" says \"nonprofits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits","source_url":"https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/safeguarding-your-mission-essential-risk-management-strategies-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:23.588193+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+3); paragraph \"When taking on a new CFO or CEO position at any organization, you don’t fully kn\" says \"nonprofit\" (+1); paragraph \"When it comes to the financial function of a nonprofit organization, incoming CF\" says \"nonprofit\" (+1)","support":5,"evidence":[{"kind":"charity","text":"Grassi\nWhen taking on a new CFO or CEO position at any organization, you don’t fully know what you’re walking into until you’re there. This is especially true for executives of nonprofit organizations, which do not always have adequate resources to devote to internal controls, processes and compliance.\nWhen it comes to the financial function of a nonprofit organization, incoming CFOs and CEOs should ask themselves two main questions: Is the function supporting risk management, and is the organization employing best practices and procedures to support it?\nAs you seek to investigate the answers to these questions, watch out for these ten red flags to identify where your priorities should lie:","heading":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Policies and procedures are the backbone of operational efficiency, which is vital to cost savings and sustainability. If these are not documented, there is a good chance that they have not been communicated and universally employed throughout the organization. In addition, if the manual has not seen updates for a while, it may mean that best practices are being ignored.","heading":"#1. You ask for a policies and procedures manual, but no one can provide them, or the one you receive is dated.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2); paragraph \"Regular financial reporting is the starting point for many best practices, inclu\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Regular financial reporting is the starting point for many best practices, including budgeting, benchmarking, cash flow projections and more. It should be the compass that guides your initial and ongoing decision-making process as a nonprofit financial executive.","heading":"#2. You cannot find basic financial reports to gauge financial health.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Carrying too little or too much insurance coverage is a risk that is easily avoidable through period review with the insurance carrier. In addition to general liability and employment-related coverage, inquire about the latest recommendations for other policies, including cybersecurity and business disruption insurance.","heading":"#3. No one has spoken to the insurance broker in years.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Not only an HR best practice, job descriptions are also essential to identifying where there may be labor gaps, redundancies, inefficiencies and other high-cost risks associated with your human capital.","heading":"#4. Finance staff does not have clear job descriptions.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Timely reconciliations of the organization’s bank statements will help the finance team identify and correct issues as soon as they arise. Performed at least monthly, this best practice can detect fraud, overcharges, suspicious activity and costly errors before it’s too late.","heading":"#5. Bank account reconciliations are not done often enough.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"One of the first things you will want to create, if it does not exist, is a shared calendar that provides transparency and ease of communication between the different branches of the finance department. Make sure key deadlines and who is responsible for each one is clear and regularly updated.","heading":"#6. Finance office does not maintain a current calendar of responsibilities and deadlines.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2); paragraph \"Even state-of-the-art software can be ineffective without the proper implementat\" says \"nonprofits\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Even state-of-the-art software can be ineffective without the proper implementation, utilization and training. But with outdated systems, which many nonprofits tolerate due to budget constraints, there is even greater risk. Don’t assume the technology chosen under a prior management team is the right one for the organization, especially if it is the cause of employee frustration or errors.","heading":"#7. Finance staff has collective frustration with fiscal software.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"#8. Fiscal office relationship with fundraising and programming is tenuous or no\" says \"fundraising\" (+3); section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":5,"evidence":[{"kind":"charity","text":"The organization may have one mission, but that doesn’t mean all departments are working toward the same goals. Communicate the strategic vision, budget, priorities and financial condition with department leaders, so they all have the same information on which to make decisions and drive the organization in the same direction.","heading":"#8. Fiscal office relationship with fundraising and programming is tenuous or non-existent.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Your board members should bring specialized experience in each area they are governing – including the annual audit and financial function. These accounting and finance professionals can help you find the right audit firm, advise you on audit readiness and be part of the solution to any deficiencies the audit uncovers.","heading":"#9. There is an absent or disengaged audit/finance committee.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2); paragraph \"With such high scrutiny around nonprofit organizations, compliance with audit an\" says \"nonprofit\" (+1); paragraph \"New and tenured nonprofit executives can benefit from an operational review and\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"With such high scrutiny around nonprofit organizations, compliance with audit and 990 requirements is not to be taken lightly. Hold planning meetings before, during and after the audit to help ensure your financial statement and 990 are putting your organization in the best, most accurate light and protecting it from non-compliance and reputational risk.\nThis list may feel like a lot to cover on top of adjusting to a new role and culture. Lean on your department heads and board to uncover much of this information. And consider obtaining an Operational Review from a qualified business advisor. This assessment of your operations, technology, finance function and workforce by an objective third-party provider can help you dig deeper into the cause of these red flags and the solutions to resolve them.\nNew and tenured nonprofit executives can benefit from an operational review and the cost-savings opportunities it uncovers.","heading":"#10. Audits and 990s are completed last-minute.","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Top Ten Priorities for Incoming Nonprofit Executives\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Let’s talk about how we can support your goals. We are here to help.","heading":"You might also like:","section":"Top Ten Priorities for Incoming Nonprofit Executives","source_url":"https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/blog/top-ten-priorities-for-incoming-nonprofit-executives/"],"last_confirmed_at":"2026-10-29T01:29:25.948545+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2); paragraph \"Don’t miss this opportunity to align your nonprofit’s strategy with the latest s\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Adopt technology and AI to drive efficiency, productivity and impact\nBuild resilience through partnerships, innovation and diversification\nDon’t miss this opportunity to align your nonprofit’s strategy with the latest sector benchmarks and position your organization for success. Register now .\niCalendar","heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"],"last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"2025 Nonprofit Leadership Survey Results & Analysis\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Online","heading":"Venue","section":"2025 Nonprofit Leadership Survey Results & Analysis","source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/"],"last_confirmed_at":"2026-10-29T01:29:27.952960+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"iCalendar","heading":"March 18, 2025 @ 11:00 am - 12:00 pm EDT","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/"],"last_confirmed_at":"2026-10-29T01:29:41.654176+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Risk Management for Nonprofits: Building a Resilient Organization\" says \"nonprofits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Online","heading":"Venue","section":"Risk Management for Nonprofits: Building a Resilient Organization","source_url":"https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/risk-management-for-nonprofits-building-a-resilient-organization/"],"last_confirmed_at":"2026-10-29T01:29:41.654176+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"Securing the Future: Succession Planning and Leadership Development for Nonprofi\" says \"nonprofits\" (+2); paragraph \"As the nonprofit landscape faced ongoing change, the need for leadership continu\" says \"nonprofit\" (+1); paragraph \"In this session, Grassi nonprofit and human resources advisors explored:\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"As the nonprofit landscape faced ongoing change, the need for leadership continuity and strategic talent development had never been more urgent.\nEffective succession planning and leadership development were two essential strategies for preserving missions, retaining talent, and building long-term sustainability.\nIn this session, Grassi nonprofit and human resources advisors explored:\nThe core components of an effective succession plan\nBuilding and nurturing a strong leadership pipeline\nCapturing and transferring institutional knowledge\nBest practices for employee and board development\nOvercoming challenges and resistance to leadership transitions\nWhether organizations were preparing for an upcoming leadership transition or simply looking to strengthen leadership development and future-proof their operations, this session equipped them with the tools to plan proactively for the future.\niCalendar","heading":"September 10, 2025 @ 11:00 am - 12:00 pm EDT","section":"Securing the Future: Succession Planning and Leadership Development for Nonprofits","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:41.654232+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"Securing the Future: Succession Planning and Leadership Development for Nonprofi\" says \"nonprofits\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Online","heading":"Venue","section":"Securing the Future: Succession Planning and Leadership Development for Nonprofits","source_url":"https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/event/securing-the-future-succession-planning-and-leadership-development-for-nonprofits/"],"last_confirmed_at":"2026-10-29T01:29:41.654232+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Board Governance Advisory\" says \"nonprofit\" (+3); paragraph \"Grassi’s advisors provide nonprofit board governance support, including strategi\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Grassi’s advisors provide nonprofit board governance support, including strategies, tools, and guidance to improve engagement and performance.\nContact Us Today","heading":"Nonprofit Board Governance Advisory","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Board Governance\" says \"nonprofit\" (+3); paragraph \"Grassi’s advisors provide nonprofit board governance support, including strategi\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Grassi’s advisors provide nonprofit board governance support, including strategies, tools, and guidance to improve engagement and performance.\nContact Us Today","heading":"Nonprofit Board Governance","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"uncover the full potential of your nonprofit board\" says \"nonprofit\" (+3); section \"Nonprofit Board Governance\" says \"nonprofit\" (+2); paragraph \"The Board is essential to a nonprofit’s sustainability, but how effectively are\" says \"nonprofit\" (+1); paragraph \"Grassi’s nonprofit professionals help you answer this question with strategies,\" says \"nonprofit\" (+1); paragraph \"Our Nonprofit Board Governance advisory solutions can help you:\" says \"nonprofit\" (+1); paragraph \"The Board should play a much more significant role in your nonprofit than monito\" says \"nonprofit\" (+1)","support":9,"evidence":[{"kind":"charity","text":"The Board is essential to a nonprofit’s sustainability, but how effectively are your members contributing to the strategic planning and financial decisions that will help you achieve it?\nGrassi’s nonprofit professionals help you answer this question with strategies, tools and guidance to help you measure and improve board engagement and performance. Our experienced industry advisors help you assess your current governance procedures and implement best practices for a greater impact on your organization’s operations, culture and financial health.\nOur Nonprofit Board Governance advisory solutions can help you:\nSelect the right board governance model\nDevelop board guidelines and processes\nDefine board structure, roles and responsibilities\nMaximize board engagement through enhanced onboarding, goal setting and communication\nImplement annual board member performance reviews\nAssess board member qualifications and identify critical gaps in skills and talent\nFacilitate board discussions around finances, organizational culture, and diversity, equity and inclusion (DEI) initiatives\nIdentify and address issues around board accountability and diversity\nThe Board should play a much more signifi","heading":"uncover the full potential of your nonprofit board","section":"Nonprofit Board Governance","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Succession Planning: A Critical Strategy for Nonprofit Success\" says \"nonprofit\" (+3); paragraph \"Succession planning is essential for long-term nonprofit success and stability.\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Succession planning is essential for long-term nonprofit success and stability. Discover how proactive leadership transitions can help your organization thrive through change and ensure continued impact.","heading":"Succession Planning: A Critical Strategy for Nonprofit Success","section":"Featured Insight","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"From Board to Staff: Strategies for Nonprofit Engagement and Succession\" says \"nonprofit\" (+3); paragraph \"Engaging your board, staff, and future leaders is essential for nonprofit succes\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Engaging your board, staff, and future leaders is essential for nonprofit success and sustainability. Learn strategies to strengthen your nonprofit’s culture, foster leadership development, and ensure long-term growth.","heading":"From Board to Staff: Strategies for Nonprofit Engagement and Succession","section":"Featured Insight","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Liquidity and Sustainability: Key Factors for Nonprofit Success\" says \"nonprofit\" (+3); paragraph \"To thrive long-term, nonprofits must master liquidity and sustainability. A stro\" says \"nonprofits\" (+1)","support":4,"evidence":[{"kind":"charity","text":"To thrive long-term, nonprofits must master liquidity and sustainability. A strong financial foundation and a focus on long-term strategies ensure operational stability and mission fulfillment.","heading":"Liquidity and Sustainability: Key Factors for Nonprofit Success","section":"Featured Insight","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"To thrive long-term, nonprofits must master liquidity and sustainability. A stro\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Expertise That Drives Mission Success\" says \"nonprofit\" (+3); section \"Nonprofit Board Governance\" says \"nonprofit\" (+2); paragraph \"At Grassi, we specialize in helping nonprofits overcome operational and financia\" says \"nonprofits\" (+1)","support":6,"evidence":[{"kind":"charity","text":"At Grassi, we specialize in helping nonprofits overcome operational and financial challenges so they can focus on fulfilling their mission. With deep sector-specific knowledge, our dedicated team of nonprofit advisors works closely with your organization to improve efficiency, manage risks, and strengthen financial health. We understand the unique hurdles faced by nonprofits and are committed to helping you reach your highest potential.","heading":"Nonprofit Expertise That Drives Mission Success","section":"Nonprofit Board Governance","source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/"],"last_confirmed_at":"2026-10-29T01:28:59.786060+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader\" says \"nonprofit\" (+3); paragraph \"These volunteer roles are in addition to David’s commitment to guiding Grassi’s\" says \"nonprofit\" (+1); paragraph \"The 2023 Notable Nonprofit Board Members list was published in the October 9, 20\" says \"nonprofit\" (+1)","support":5,"evidence":[{"kind":"charity","text":"These volunteer roles are in addition to David’s commitment to guiding Grassi’s nonprofit clients to greater sustainability and less risk. With more than 35 years of experience providing advisory and audit services to the nonprofit industry, he leads Grassi’s Nonprofit Practice , a team dedicated to serving organizations across all sectors, including social service providers, religious organizations, educational institutions, membership associations, healthcare providers, foundations, and the arts and culture world.\nThe 2023 Notable Nonprofit Board Members list was published in the October 9, 2023 issue of Crain’s New York Business. For more information, visit CrainsNewYork.com .","heading":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader","section":"News","source_url":"https://www.grassiadvisors.com/news/crains-new-york-recognizes-david-rottkamp-among-2023-notable-nonprofit-board-leaders/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"These volunteer roles are in addition to David’s commitment to guiding Grassi’s\" says \"foundations\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/crains-new-york-recognizes-david-rottkamp-among-2023-notable-nonprofit-board-leaders/"],"last_confirmed_at":"2026-10-29T01:29:29.383766+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Grassi Launches 2025 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); paragraph \"Results from the survey will be compiled into a comprehensive benchmarking repor\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Results from the survey will be compiled into a comprehensive benchmarking report, helping nonprofit leaders compare their performance with that of their peers and make more informed decisions in a time of rapid change.\nClick here to take the survey before it closes on Friday, July 18, 2025.","heading":"Grassi Launches 2025 Nonprofit Leadership Survey","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-launches-2025-nonprofit-leadership-survey/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/grassi-launches-2025-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:30.873959+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Grassi Launches 2027 Nonprofit Leadership Survey\" says \"nonprofit\" (+3)","support":3,"evidence":[{"kind":"charity","text":"Click here to take the survey before it closes on Friday, November 6, 2026.","heading":"Grassi Launches 2027 Nonprofit Leadership Survey","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-launches-2027-nonprofit-leadership-survey/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/grassi-launches-2027-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:05.962409+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"As the only non-member of the committee, Rapps will provide an objective perspec\" says \"fundraising\" (+1); paragraph \"“This collaborative effort introduces an independent voice into our chapter’s de\" says \"non-profit\" (+1)","support":2,"evidence":[{"kind":"charity","text":"As the only non-member of the committee, Rapps will provide an objective perspective and work closely with the chapter’s Board of Directors and Executive Committee. The appointment is part of a larger collaboration between Grassi and SMPS-NY to provide the association’s leadership with advice on financial best practices, sustainable fundraising initiatives, reinvestment of profits and other organizational strategies.\n“This collaborative effort introduces an independent voice into our chapter’s decision-making process, ensuring that the chapter, as a non-profit entity, honors its responsibility to publicly disclose and proactively plan how finances are managed for members,” said Nathan Reyna, President of SMPS-NY. “I’m especially thankful for Brian C. Ferry, our Immediate Past President, who worked tirelessly behind the scenes to build this mutually beneficial relationship with Grassi.”\nThe partnership between Grassi and SMPS-NY is the first of its kind among the broader North American organization that is SMPS. With more than 240 members, the New York chapter provides research, education and networking opportunities to marketing, business development and creative service profession","heading":"Grassi Partner to Advise SMPS-NY Board","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-partner-to-advise-smps-ny-board-under-new-collaboration/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/grassi-partner-to-advise-smps-ny-board-under-new-collaboration/"],"last_confirmed_at":"2026-10-29T01:29:33.257843+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Grassi Unveils Findings of 2021 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); paragraph \"New York, N.Y. – September 22, 2021 – Grassi , a leading provider of advisory, t\" says \"nonprofit\" (+1); paragraph \"The survey was conducted this summer to gauge current conditions and outlooks fo\" says \"nonprofits\" (+1); paragraph \"Demand for services increased for more than half of the nonprofits surveyed.\" says \"nonprofits\" (+1); paragraph \"One in three nonprofits surveyed do not have access to a working capital line of\" says \"nonprofits\" (+1); paragraph \"Despite these challenges, the survey findings also reflect a resilient sector as\" says \"nonprofits\" (+1); paragraph \"Seventy-one percent of nonprofits surveyed implemented new technology , and fort\" says \"nonprofits\" (+1); paragraph \"Half of the nonprofits surveyed have a Diversity, Equity and Inclusion (DEI) pol\" says \"nonprofits\" (+1); paragraph \"Fifty-eight percent of nonprofits feel their board members are engaged or highly\" says \"nonprofits\" (+1); paragraph \"The findings also include nonprofit leaders’ insights into mergers, business con\" says \"nonprofit\" (+1); paragraph \"If you would like to discuss the survey findings with one of Grassi’s nonprofit\" says \"nonprofit\" (+1)","support":13,"evidence":[{"kind":"charity","text":"New York, N.Y. – September 22, 2021 – Grassi , a leading provider of advisory, tax and accounting services for nonprofit organizations, has revealed the findings of its latest survey of nonprofit leaders. The survey results were unveiled in the 2021 Nonprofit Leadership Survey Report at the firm’s virtual Nonprofit Symposium today.\nThe survey was conducted this summer to gauge current conditions and outlooks for nonprofits and gather meaningful benchmarking data to help nonprofits recover from COVID-19 losses. The survey questions were developed by members of Grassi’s Nonprofit Practice and fielded by an independent research company.\nHighlights of the survey findings point to a challenging environment exacerbated by the COVID-19 pandemic and longstanding industry issues:\nDemand for services increased for more than half of the nonprofits surveyed.\nNearly half of respondents reported a decline in funding.\nOnly 26 percent of respondents feel their boards represent the populations they serve.\nOne in three nonprofits surveyed do not have access to a working capital line of credit.\nDespite these challenges, the survey findings also reflect a resilient sector as nonprofits adapt to change","heading":"Grassi Unveils Findings of 2021 Nonprofit Leadership Survey","section":"News","source_url":"https://www.grassiadvisors.com/news/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/grassi-reveals-findings-of-2021-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:33.257923+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Chall\" says \"nonprofit\" (+3); paragraph \"“This year’s leadership report highlights the remarkable resilience of nonprofit\" says \"nonprofits\" (+1); paragraph \"Key findings from the 2025 Nonprofit Leadership Report include:\" says \"nonprofit\" (+1); paragraph \"Funding shifts drive new revenue strategies: Among organizations receiving feder\" says \"fundraising\" (+1); paragraph \"Digital growth heightens urgency for stronger cybersecurity: Only 38% of nonprof\" says \"nonprofits\" (+1); paragraph \"Grassi’s Nonprofit advisors are available to help nonprofits strengthen their mi\" says \"nonprofit\" (+1)","support":8,"evidence":[{"kind":"charity","text":"“This year’s leadership report highlights the remarkable resilience of nonprofits, as leaders take proactive steps to innovate and strengthen their missions,” said David M. Rottkamp, Partner and Nonprofit Practice Leader at Grassi. “These adaptable leaders are reimagining their strategies and applying innovative approaches to financial management, technology and leadership development to navigate uncertainty and build a stronger foundation.\nKey findings from the 2025 Nonprofit Leadership Report include:\nFunding shifts drive new revenue strategies: Among organizations receiving federal funding, “significant reductions” were cited twice as often as “significant increases,” prompting organizations to explore new strategies for expanding earned income, building reserves, fundraising and pursuing grants.\nWorkforce challenges accelerate AI adoption: Organizations are responding to retention challenges (58%) and rising labor costs (51%) through technological efficiencies that improve productivity. AI adoption surged from 31% to 48%, with another 19% planning implementation within 12 months.\nEngaged boards strengthen decision-making: Highly engaged boards are six times more likely to have","heading":"2025 Nonprofit Leadership Report Reveals Innovation Strategies Amid Sector Challenges","section":"News","source_url":"https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"“This year’s leadership report highlights the remarkable resilience of nonprofit\" says \"foundation\" (+1)","support":1}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/key-findings-2025-nonprofit-leadership-report-reveals-innovation-strategies/"],"last_confirmed_at":"2026-10-29T01:29:35.337914+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Robert Posner Elected to Nonprofit Board of Trustees\" says \"nonprofit\" (+3)","support":3,"evidence":[{"kind":"charity","text":"“It is an honor to join such an important organization that is dedicated to preserving Long Island’s rich musical heritage,” said Posner. “I look forward to using my professional experience to help advance the LIMHOF’s mission and community impact.”\nFounded in 2004, the Long Island Music Hall of Fame is a 501(c)(3) organization that has inducted more than 100 musicians and music industry executives. The organization also offers education programs, scholarships and traveling educational exhibits to the Long Island community.","heading":"Robert Posner Elected to Nonprofit Board of Trustees","section":"News","source_url":"https://www.grassiadvisors.com/news/robert-posner-elected-to-nonprofit-board-of-trustees/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/news/robert-posner-elected-to-nonprofit-board-of-trustees/"],"last_confirmed_at":"2026-10-29T01:29:38.561524+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"2021 Nonprofit Leadership Survey Report\" says \"nonprofit\" (+3); paragraph \"Grassi , a leading provider of advisory, tax and accounting services for nonprof\" says \"nonprofit\" (+1); paragraph \"The survey was conducted this summer to gauge current conditions and outlooks fo\" says \"nonprofits\" (+1)","support":5,"evidence":[{"kind":"charity","text":"Grassi , a leading provider of advisory, tax and accounting services for nonprofit organizations, has revealed the findings of its latest survey of nonprofit leaders. The survey results were unveiled in the 2021 Nonprofit Leadership Survey Report at the firm’s virtual Nonprofit Symposium today.\nThe survey was conducted this summer to gauge current conditions and outlooks for nonprofits and gather meaningful benchmarking data to help nonprofits recover from COVID-19 losses. The survey questions were developed by members of Grassi’s Nonprofit Practice and fielded by an independent research company.","heading":"2021 Nonprofit Leadership Survey Report","section":"Premium Tools and Industry Resources","source_url":"https://www.grassiadvisors.com/premium-tools/2021-nonprofit-benchmarking-survey/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/premium-tools/2021-nonprofit-benchmarking-survey/"],"last_confirmed_at":"2026-10-29T01:29:35.337215+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"2022 Nonprofit Leadership Survey\" says \"nonprofit\" (+3); paragraph \"Grassi , a leading provider of advisory, tax and accounting services for nonprof\" says \"nonprofit\" (+1); paragraph \"The survey was conducted this summer to gauge current conditions and outlooks in\" says \"nonprofit\" (+1)","support":5,"evidence":[{"kind":"charity","text":"Grassi , a leading provider of advisory, tax and accounting services for nonprofit organizations, has revealed the findings of its annual survey of nonprofit leaders in the 2022 Nonprofit Leadership Survey Report .\nThe survey was conducted this summer to gauge current conditions and outlooks in the nonprofit sector and gather meaningful data to help leaders benchmark and advance their organizations. The questions were developed by members of Grassi’s Nonprofit Practice and fielded by an independent research company.","heading":"2022 Nonprofit Leadership Survey","section":"Premium Tools and Industry Resources","source_url":"https://www.grassiadvisors.com/premium-tools/2022-nonprofit-leadership-survey/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/premium-tools/2022-nonprofit-leadership-survey/"],"last_confirmed_at":"2026-10-29T01:29:45.164744+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Cha\" says \"nonprofit\" (+3); paragraph \"Click below to access the 2025 Nonprofit Leadership Report and compare your orga\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Though succession planning is cited as a growing priority, only about half of organizations have identified key succession planning leadership roles.\nAs technology adoption accelerates, only 38% of organizations feel “very confident” in their ability to protect sensitive data.\nClick below to access the 2025 Nonprofit Leadership Report and compare your organization’s strategies and performance against sector benchmarks.","heading":"2025 Nonprofit Leadership Report: Discover Innovation Strategies Amid Sector Challenges","section":"Premium Tools and Industry Resources","source_url":"https://www.grassiadvisors.com/premium-tools/2025-nonprofit-leadership-report/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/premium-tools/2025-nonprofit-leadership-report/"],"last_confirmed_at":"2026-10-29T01:29:25.951440+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Leadership Reports\" says \"nonprofit\" (+3); paragraph \"Access previous reports for insights and trends from leaders of the nonprofit se\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Access previous reports for insights and trends from leaders of the nonprofit sector.","heading":"Nonprofit Leadership Reports","section":"Premium Tools and Industry Resources","source_url":"https://www.grassiadvisors.com/premium-tools/2025-nonprofit-leadership-report/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/premium-tools/2025-nonprofit-leadership-report/"],"last_confirmed_at":"2026-10-29T01:29:25.951440+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"supported","reason":"heading \"Helping foundations make the most of every grant dollar\" says \"foundations\" (+3); paragraph \"Grassi’s Grant Compliance services help foundations and other funders mitigate r\" says \"foundations\" (+1); paragraph \"Foundations can also benefit from our review of their own policies, procedures a\" says \"foundations\" (+1)","support":5,"evidence":[{"kind":"foundation","text":"Grassi’s Grant Compliance services help foundations and other funders mitigate reputational and financial risk by ensuring their grant dollars are being used appropriately and impactfully by their nonprofit grantees.\nWith decades of nonprofit industry experience, our grant compliance specialists examine grantee reporting and recordkeeping, measure programmatic impact of grant funds and evaluate if funds are being used in compliance with grant requirements.\nFoundations can also benefit from our review of their own policies, procedures and compliance programs and recommendations for improvement. This guidance will help you better train staff, monitor grant funding, execute compliance reviews and tighten up internal controls to achieve optimal oversight over grant funds.\nOur specialists can also help nonprofits select, acquire and manage grant funding, comply with grant reporting requirements and maximize the funding’s impact on their missions and communities.","heading":"Helping foundations make the most of every grant dollar","section":"Grant Compliance","source_url":"https://www.grassiadvisors.com/services/advisory/grant-compliance/"}],"alternatives":[{"kind":"charity","reason":"paragraph \"Grassi’s Grant Compliance services help foundations and other funders mitigate r\" says \"nonprofit\" (+1); paragraph \"With decades of nonprofit industry experience, our grant compliance specialists\" says \"nonprofit\" (+1); paragraph \"Our specialists can also help nonprofits select, acquire and manage grant fundin\" says \"nonprofits\" (+1)","support":3}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/grant-compliance/"],"last_confirmed_at":"2026-10-29T01:28:59.784709+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits -\" says \"nonprofits\" (+3); paragraph \"Nonprofits face a range of risks that can impact their mission and sustainabilit\" says \"nonprofits\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Nonprofits face a range of risks that can impact their mission and sustainability. Discover essential strategies for identifying, mitigating, and managing risks to help your organization thrive in an uncertain environment.","heading":"Safeguarding Your Mission: Essential Risk Management Strategies for Nonprofits - Grassi","section":"Featured Insight","source_url":"https://www.grassiadvisors.com/services/advisory/grant-compliance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/grant-compliance/"],"last_confirmed_at":"2026-10-29T01:28:59.784709+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Technology and AI for Greater Nonprofit Impact - Grassi\" says \"nonprofit\" (+3); paragraph \"AI can transform nonprofit operations, boost donor engagement, and drive impact.\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"AI can transform nonprofit operations, boost donor engagement, and drive impact. Discover how nonprofits can leverage AI to streamline processes and enhance decision-making.","heading":"Technology and AI for Greater Nonprofit Impact - Grassi","section":"Featured Insight","source_url":"https://www.grassiadvisors.com/services/advisory/grant-compliance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/grant-compliance/"],"last_confirmed_at":"2026-10-29T01:28:59.784709+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Harnessing the Power of Storytelling for Nonprofit Success\" says \"nonprofit\" (+3); paragraph \"Storytelling is a powerful tool for nonprofits to engage, build trust, and drive\" says \"nonprofits\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Storytelling is a powerful tool for nonprofits to engage, build trust, and drive impact. Discover how authentic, compelling stories can inspire action, attract donors, and advance your mission.","heading":"Harnessing the Power of Storytelling for Nonprofit Success","section":"Featured Insight","source_url":"https://www.grassiadvisors.com/services/advisory/grant-compliance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/grant-compliance/"],"last_confirmed_at":"2026-10-29T01:28:59.784709+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Nonprofit Expertise That Drives Mission Success\" says \"nonprofit\" (+3); paragraph \"At Grassi, we specialize in helping nonprofits overcome operational and financia\" says \"nonprofits\" (+1)","support":4,"evidence":[{"kind":"charity","text":"At Grassi, we specialize in helping nonprofits overcome operational and financial challenges so they can focus on fulfilling their mission. With deep sector-specific knowledge, our dedicated team of nonprofit advisors works closely with your organization to improve efficiency, manage risks, and strengthen financial health. We understand the unique hurdles faced by nonprofits and are committed to helping you reach your highest potential.","heading":"Nonprofit Expertise That Drives Mission Success","section":"Grant Compliance","source_url":"https://www.grassiadvisors.com/services/advisory/grant-compliance/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/grant-compliance/"],"last_confirmed_at":"2026-10-29T01:28:59.784709+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"foundation","@type":"OrganizationStatement","state":"candidate","reason":"heading \"Building a Secure Foundation: Cyber Strategies for Construction Firms\" says \"foundation\" (+3)","support":3,"evidence":[{"kind":"foundation","text":"The construction industry faces unique cybersecurity challenges due to its distributed nature, requiring a multi-faceted approach to mitigate against brute force attacks and other threats.","heading":"Building a Secure Foundation: Cyber Strategies for Construction Firms","section":"Featured Content","source_url":"https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/"],"last_confirmed_at":"2026-10-29T01:28:58.784475+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"heading \"Technology and AI for Greater Nonprofit Impact\" says \"nonprofit\" (+3); paragraph \"AI offers transformative potential for nonprofits to enhance efficiency and impa\" says \"nonprofits\" (+1)","support":4,"evidence":[{"kind":"charity","text":"AI offers transformative potential for nonprofits to enhance efficiency and impact, but requires careful implementation to navigate challenges and risks.","heading":"Technology and AI for Greater Nonprofit Impact","section":"Featured Content","source_url":"https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/"}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/services/advisory/technology-consulting/cybersecurity-data-privacy/"],"last_confirmed_at":"2026-10-29T01:28:58.784475+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Nonprofit\" says \"nonprofit\" (+1); paragraph \"Alan Silverstein is a Principal at Grassi. Drawing on his decades of audit and t\" says \"nonprofit\" (+1)","support":2,"evidence":[{"kind":"charity","text":"Construction\nNonprofit\nAlan Silverstein is a Principal at Grassi. Drawing on his decades of audit and taxation experience, Alan specializes in providing comprehensive tax solutions to his clients, who run the gamut of industry, most prominently in the construction and nonprofit industries. Since beginning his career in 1971, Alan has cultivated a formidable knowledge base and experience, allowing him to provide top-notch client service.\nAlan employs a proactive, comprehensive kind of client service that has earned and kept him a tremendous variety of clients for four decades. He believes in managing clients from proposal to service delivery and upkeep, to provide customized, efficient and effective service. He extends this same care to junior members at the firm, mentoring and assisting them with their career paths.\nAlan is an active member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYCPA). He graduated from Baruch College of the City University of New York in 1970 with a Bachelor of Business Administration in accounting.","heading":"Industries:","section":"Alan Silverstein, CPA, PFS Principal","source_url":"https://www.grassiadvisors.com/team/alan-silverstein/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/alan-silverstein/"],"last_confirmed_at":"2026-10-29T01:29:45.164156+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Arianna Savoca is a Human Resources Senior Manager at Grassi, specializing in le\" says \"charitable\" (+1); paragraph \"Arianna’s passion for equity, inclusion and community extends beyond the office.\" says \"nonprofit\" (+1)","support":2,"evidence":[{"kind":"charity","text":"Advisory\nHuman Resources Consulting\nArianna Savoca is a Human Resources Senior Manager at Grassi, specializing in learning and development, experienced-hire recruiting, benefits, performance management, compensation, employee engagement and resource groups. She is also instrumental in developing and implementing volunteer and charitable giving programs to enhance employee engagement and maximize the firm’s community outreach.\nSince joining Grassi in 2019, Arianna has relaunched the Grassi Women’s Council and formalized Grassi DEI efforts to promote the equality and advancement of the firm’s diverse workforce. Arianna also leads the firm’s learning and development compliance efforts.\nBefore joining Grassi, Arianna worked in taxation at a Big 4 and a regional public accounting firm. She draws on her experience in client service, employee learning and tax to inform strategic decisions on Grassi’s professional development programs, employee engagement, staff scheduling and other policies and procedures.\nArianna’s passion for equity, inclusion and community extends beyond the office. She is the Long Island Committee Co-Chair for the Financial Women’s Association and a mentor and board m","heading":"Services:","section":"Arianna Savoca, SHRM-CP, CPA Human Resources Senior Manager","source_url":"https://www.grassiadvisors.com/team/arianna-savoca/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"Arianna’s passion for equity, inclusion and community extends beyond the office.\" says \"foundation\" (+1)","support":1}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/arianna-savoca/"],"last_confirmed_at":"2026-10-29T01:29:29.383841+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"section \"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader\" says \"nonprofit\" (+2)","support":2,"evidence":[{"kind":"charity","text":"Accounting\nAdvisory\nAudits, Reviews & Compilations\nGrant Compliance\nInternal Audit","heading":"Services:","section":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","source_url":"https://www.grassiadvisors.com/team/david-m-rottkamp/"}],"state_reason":"the heading or section above it states it; its own paragraphs do not"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/david-m-rottkamp/"],"last_confirmed_at":"2026-10-29T01:29:05.962507+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"supported","reason":"section \"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader\" says \"nonprofit\" (+2); paragraph \"David M. Rottkamp is a Partner and the Nonprofit Practice Leader at Grassi. Davi\" says \"nonprofit\" (+1); paragraph \"David has counseled some of the region’s most successful nonprofit and healthcar\" says \"nonprofit\" (+1); paragraph \"Additionally, David is a frequent speaker and thought leader within the industry\" says \"nonprofits\" (+1); paragraph \"David is the Chair of the Board of Directors for BoardStrong, Inc. and has serve\" says \"nonprofit\" (+1)","support":6,"evidence":[{"kind":"charity","text":"David M. Rottkamp is a Partner and the Nonprofit Practice Leader at Grassi. David has over 39 years of experience providing audit and advisory services to the nonprofit and healthcare industries. David focuses on organizations serving individuals with special needs, community-based and social service organizations, religious organizations, educational institutions, membership associations, healthcare providers, foundations and the arts and culture world. David’s technical knowledge allows him to provide specific services, including Single Audits/Uniform Guidance compliance and retirement plan audits.\nDavid has counseled some of the region’s most successful nonprofit and healthcare organizations on strategic planning, risk management, sustainability and succession planning. His expertise includes developing financial forecasts, implementing financial reporting systems, applying FASB accounting standards and delivering high-quality board education and governance guidance. Through this advisory work, David has strengthened the governance and internal structures of numerous clients, reflecting his leadership in the industry.\nDavid is a member of the American Institute of Certified Publ","heading":"Industries:","section":"David M. Rottkamp, CPA Partner, Nonprofit Practice Leader","source_url":"https://www.grassiadvisors.com/team/david-m-rottkamp/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"David M. Rottkamp is a Partner and the Nonprofit Practice Leader at Grassi. Davi\" says \"foundations\" (+1); paragraph \"Additionally, David is a frequent speaker and thought leader within the industry\" says \"foundation\" (+1)","support":2}],"state_reason":"the heading or section above it and its own paragraphs both state it"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/david-m-rottkamp/"],"last_confirmed_at":"2026-10-29T01:29:05.962507+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Nonprofit\" says \"nonprofit\" (+1); paragraph \"Grassi is an independent advisory, tax, and accounting firm dedicated to serving\" says \"nonprofits\" (+1)","support":2,"evidence":[{"kind":"charity","text":"Architecture & Engineering\nAutomotive\nCannabis\nConstruction\nEnergy & Utilities\nEnvironmental, Social, Governance (ESG)\nFinancial Services\nFood & Beverage\nFranchise\nHealthcare\nManufacturing & Distribution\nNonprofit\nReal Estate\nSports & Entertainment\nGrassi is an independent advisory, tax, and accounting firm dedicated to serving middle-market businesses, nonprofits, public companies, families, and high-net-worth individuals with deep industry expertise and a high-touch approach. Founded in 1980 by Louis C. Grassi , our firm began with an empty filing cabinet, a desk, and a founding belief that client service belongs at the center of business.\nFor more than four decades, those values have guided our growth into one of the nation’s largest accounting firms and continue to shape our customized, relationship-driven approach. Our long-standing client relationships reflect this commitment, consistently earning satisfaction scores more than twice the industry average. From complex transactions and audits to operational strategy, succession planning, and long-term wealth preservation, we provide guidance and tools to help leaders reduce tax liabilities, address challenges, and build a susta","heading":"Industries:","section":"Grassi","source_url":"https://www.grassiadvisors.com/team/grassi/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/grassi/"],"last_confirmed_at":"2026-10-29T01:29:27.953023+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Nonprofit\" says \"nonprofit\" (+1); paragraph \"Jaime Rapps is a Partner at Grassi and brings over 15 years of audit, accounting\" says \"nonprofit\" (+1); paragraph \"Jaime advises various nonprofit and healthcare organizations on financial, opera\" says \"nonprofit\" (+1); paragraph \"Before joining Grassi, Jaime specialized in nonprofit and healthcare accounting,\" says \"nonprofit\" (+1)","support":4,"evidence":[{"kind":"charity","text":"Healthcare\nNonprofit\nJaime Rapps is a Partner at Grassi and brings over 15 years of audit, accounting and tax experience to his role. As a member of the firm’s Nonprofit and Healthcare practices, he specializes in financial reporting, audits, reviews, compilations and tax work.\nJaime advises various nonprofit and healthcare organizations on financial, operational and compliance matters. He has extensive experience auditing and advising libraries, museums, private and charter schools and charitable organizations.\nJaime’s expertise extends to OMB Uniform Guidance compliance and pension plan audits. His experience also includes audit and consulting services for affordable housing companies. He advises multifamily HUD housing projects on Section 8 and Section 202 compliance and on low-income housing tax credits.\nWithin the healthcare industry, Jaime primarily focuses on consulting, audits and accounting for nursing homes and their ancillary companies, including landholding companies, staffing agencies, pharmacies and management companies. He has experience auditing assisted living and adult day care programs and advises skilled nursing facilities on HUD audits and cost report audits.\nJ","heading":"Industries:","section":"Jaime Rapps, CPA Partner","source_url":"https://www.grassiadvisors.com/team/jaime-rapps/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/jaime-rapps/"],"last_confirmed_at":"2026-10-29T01:29:14.977706+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Nonprofit\" says \"nonprofit\" (+1); paragraph \"Joseph Tomaino is the Chief Executive Officer of Grassi Healthcare Advisors, LLC\" says \"nonprofit\" (+1)","support":2,"evidence":[{"kind":"charity","text":"Nonprofit\nJoseph Tomaino is the Chief Executive Officer of Grassi Healthcare Advisors, LLC. He has over 40 years of experience in healthcare management, working in the nonprofit, for-profit and government-sponsored sectors. As a Chief Executive Officer and former Chief Nursing Officer, consultant and educator, Joseph has worked with provider organizations and payers across the U.S. as an architect of value-based care, improving clinical effectiveness and the efficient use of resources. Joseph uses data to analyze populations being served and organizational effectiveness, then applies innovative structure and program designs to improve performance, helping clients transform to successfully operate in managed care and accountable care reimbursement environments.\nJoseph brings C-suite experience to his advisory engagements. Before joining Grassi, he served as the Chief Executive Officer of the continuing care division of a major multi-hospital health system, responsible for organizations with $280 million in annual revenue. In this role, he led the system’s application and approval for the Model 2 CMS Bundled Payments for Care Improvement (BPCI) initiative, developing a cross-continuu","heading":"Industries:","section":"Joseph Tomaino, M.S., R.N. Partner, CEO of Grassi Healthcare Advisors","source_url":"https://www.grassiadvisors.com/team/joseph-tomaino/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/joseph-tomaino/"],"last_confirmed_at":"2026-10-29T01:29:10.685885+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Nonprofit\" says \"nonprofit\" (+1); paragraph \"Stephen J. Mannhaupt is a Partner and the Assurance & Attest Services Leader and\" says \"nonprofit\" (+1); paragraph \"As part of his charitable endeavors, Steve serves as Treasurer on the board of d\" says \"charitable\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Construction\nNonprofit\nStephen J. Mannhaupt is a Partner and the Assurance & Attest Services Leader and NYC Co-Market Leader at Grassi. He has over 30 years of experience and specializes in public accounting, forensic accounting, auditing and management consulting for clients in various industries, including Nonprofit , Architecture & Engineering , Professional Service, Construction and Real Estate . Steve is responsible for the overall quality of the Accounting and Audit practice and leads Grassi’s Employee Benefit Plan practice.\nSince beginning his career in 1990, Steve has provided expert guidance to clients in specialized areas such as sustainability, internal control assessment, fraud prevention and investigation and corporate operational efficiency, in addition to traditional accounting, tax and audit support.\nSteve is also a member of Grassi’s Executive Committee, serving as the Chair of the Internal Accounting and Auditing Committee. In this role, Steve is responsible for ensuring the firm complies with professional standards and that staff are current with ever-changing accounting and auditing guidance. Additionally, Steve frequently provides formal continuing professional","heading":"Industries:","section":"Stephen J. Mannhaupt, CPA Partner, Assurance & Attest Services Leader and NYC Co-Market Leader","source_url":"https://www.grassiadvisors.com/team/stephen-j-mannhaupt/"}],"alternatives":[{"kind":"foundation","reason":"paragraph \"An expert in his field, Steve has written articles on a variety of accounting to\" says \"foundation\" (+1); paragraph \"As part of his charitable endeavors, Steve serves as Treasurer on the board of d\" says \"foundation\" (+1)","support":2}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/stephen-j-mannhaupt/"],"last_confirmed_at":"2026-10-29T01:29:19.435876+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"},{"label":"Organization statement","value":{"kind":"charity","@type":"OrganizationStatement","state":"candidate","reason":"paragraph \"Nonprofit\" says \"nonprofit\" (+1); paragraph \"Vanessa Gordon is an Audit Principal at Grassi with 13 years of experience worki\" says \"nonprofit\" (+1); paragraph \"Vanessa remains actively engaged in the nonprofit industry through participation\" says \"nonprofit\" (+1)","support":3,"evidence":[{"kind":"charity","text":"Nonprofit\nVanessa Gordon is an Audit Principal at Grassi with 13 years of experience working with nonprofit clients. She has experience auditing a variety of industries, including healthcare and human services organizations, institutions of higher education, local and governmental units, and religious organizations.\nVanessa brings deep expertise to Grassi’s audit practice, with significant experience in financial reporting, financial statement preparation, and tax compliance. She specializes in OMB Single Audits and has extensive knowledge of New York State Consolidated Fiscal Report (CFR) reporting requirements. Working closely with organizations that serve individuals with special needs, Vanessa has developed strong technical proficiency in CFR reporting and compliance. Her ability to translate complex requirements into practical guidance helps both clients and team members gain a clearer understanding of their operations and make more informed decisions.\nVanessa remains actively engaged in the nonprofit industry through participation in association conferences, meetings and networking events. She has most recently shared her experience and knowledge as a speaker for the New York","heading":"Industries:","section":"Vanessa M. Gordon, CPA Principal","source_url":"https://www.grassiadvisors.com/team/vanessa-gordon/"}],"state_reason":"only its paragraphs state it; no heading or section above them does"},"basis":"publisher_declared","via":["https://www.grassiadvisors.com/team/vanessa-gordon/"],"last_confirmed_at":"2026-10-29T01:29:14.977782+00:00","about_ref":"self","source_surface_ref":"https://www.grassiadvisors.com"}]},"resolved_identity":{"schema_version":1,"access":"readable","publication":"publishable","publication_reason":"","platform":false,"display":{"name":"Grassi","basis":"the site's published name","name_witnesses":[{"source_url":"https://www.grassiadvisors.com/","text":"Grassi","rule":"published name","region":null,"heading":""},{"source_url":"https://www.grassiadvisors.com/venue/florida-atlantic-university/","text":"Grassi","rule":"accepted location name","region":null,"heading":""},{"source_url":"https://www.grassiadvisors.com/","text":"Grassi","rule":"copyright holder","region":null,"heading":""},{"source_url":"https://www.grassiadvisors.com/","text":"Grassi","rule":"declared organization","region":null,"heading":""},{"source_url":"https://grassiadvisors.com/","text":"grassiadvisors.com","rule":"domain","region":null,"heading":""},{"source_url":"https://www.grassiadvisors.com","text":"Grassi","rule":"page titles","region":null,"heading":""},{"source_url":"https://www.grassiadvisors.com/","text":"Grassi","rule":"site name","region":null,"heading":""},{"source_url":"https://x.com/GrassiAdvisors","text":"grassiadvisors","rule":"social handle","region":null,"heading":""}],"alternatives":[],"site":"https://www.grassiadvisors.com/","site_basis":"the seed domain's own front door","site_witnesses":[{"source_url":"https://www.grassiadvisors.com/","text":"National Advisory, Tax and Accounting Services Firm - Grassi","rule":"front door","region":null,"heading":""},{"source_url":"https://grassiadvisors.com","text":"301","rule":"redirect","region":null,"heading":""}],"logo":"https://www.grassiadvisors.com/wp-content/uploads/2024/01/Grassi-Logo_IT-Department.png","logo_basis":"declared Organization logo","legal_name":"","legal_basis":"","description":"Grassi is nationally ranked and recognized advisory, tax and accounting firm that provides industry-specific services to key market sectors.","description_basis":"the homepage's declared description","profiles":[{"platform":"facebook_page","account":"grassiadvisors1","url":"https://www.facebook.com/grassiadvisors1","witness":{"source_url":"https://www.grassiadvisors.com/","text":"https://www.facebook.com/grassiadvisors1","rule":"jsonld_same_as","region":null,"heading":""}},{"platform":"instagram_account","account":"grassiadvisors","url":"https://www.instagram.com/grassiadvisors","witness":{"source_url":"https://www.grassiadvisors.com/","text":"https://www.instagram.com/grassiadvisors/","rule":"publisher_link","region":null,"heading":""}},{"platform":"linkedin_company","account":"grassiadvisors","url":"https://www.linkedin.com/company/grassiadvisors","witness":{"source_url":"https://www.grassiadvisors.com/","text":"https://www.linkedin.com/company/grassiadvisors/","rule":"publisher_link","region":null,"heading":""}},{"platform":"x_account","account":"GrassiAdvisors","url":"https://x.com/GrassiAdvisors","witness":{"source_url":"https://www.grassiadvisors.com/","text":"https://x.com/GrassiAdvisors","rule":"jsonld_same_as","region":null,"heading":""}},{"platform":"youtube_channel","account":"@grassiadvisors","url":"https://www.youtube.com/@grassiadvisors","witness":{"source_url":"https://www.grassiadvisors.com/","text":"http://www.youtube.com/@grassiadvisors","rule":"publisher_link","region":null,"heading":""}}]},"relationships":[{"predicate":"declares_provider_account","object":{"id":"GrassiAdvisors","kind":"provider_account","scope":"account","account":"X account"},"witness":{"source_url":"","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"x","object_type":"x_account","key":"GrassiAdvisors"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"bf4c37f1-af93-43a6-bf0a-2860da8669e2","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"grassiadvisors1","kind":"provider_account","scope":"account","account":"Facebook page"},"witness":{"source_url":"https://www.facebook.com/grassiadvisors1","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"facebook","object_type":"facebook_page","key":"grassiadvisors1"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"f99118e3-b9b4-4fe5-b9dd-30bed1d24d74","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"EitDAqFqkO-d6Qww1QkivpMgvkH6lSPjbAyzBmKPcUU","kind":"provider_account","scope":"account","account":"Google site verification"},"witness":{"source_url":"https://casclients.grassiadvisors.com","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"google","object_type":"google_site_verification","key":"EitDAqFqkO-d6Qww1QkivpMgvkH6lSPjbAyzBmKPcUU"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"502b019d-c0b3-4eaf-8bf6-7e51a7ef031e","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"AW-16476205585","kind":"provider_account","scope":"account","account":"Google ads conversion id"},"witness":{"source_url":"https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"google_ads","object_type":"google_ads_conversion_id","key":"AW-16476205585"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"35475872-a959-4779-8d9c-812942e30670","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"G-3J6NTF3E8X","kind":"provider_account","scope":"account","account":"GA4 measurement id"},"witness":{"source_url":"https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"google_analytics","object_type":"ga4_measurement_id","key":"G-3J6NTF3E8X"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"048990d6-1ac9-40e3-b226-af23f35366c5","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"DC-10618633","kind":"provider_account","scope":"account","account":"Google floodlight id"},"witness":{"source_url":"https://www.grassiadvisors.com/premium-tools/2025-food-beverage-survey-new-york-and-new-jersey/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"google_marketing_platform","object_type":"google_floodlight_id","key":"DC-10618633"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"120ae215-05a9-47b2-93ac-d3e4f370d0fb","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"GTM-KCHNQKVV","kind":"provider_account","scope":"account","account":"GTM container id"},"witness":{"source_url":"https://www.grassiadvisors.com/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"google_tag_manager","object_type":"gtm_container_id","key":"GTM-KCHNQKVV"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"a5abff09-6f3a-46c0-8283-d2a96d633390","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"grassiadvisors","kind":"provider_account","scope":"account","account":"Instagram account"},"witness":{"source_url":"https://www.instagram.com/grassiadvisors/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"instagram","object_type":"instagram_account","key":"grassiadvisors"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"81ae6fa5-1011-4603-8f7c-73606e1b9404","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"144086","kind":"provider_account","scope":"account","account":"LinkedIn company"},"witness":{"source_url":"https://www.linkedin.com/company/144086/admin/feed/posts/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"linkedin","object_type":"linkedin_company","key":"144086"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"2eb2310e-7139-4400-a421-92efaa96c3bd","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"@grassiadvisors","kind":"provider_account","scope":"account","account":"YouTube channel"},"witness":{"source_url":"http://www.youtube.com/@grassiadvisors","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"youtube","object_type":"youtube_channel","key":"@grassiadvisors"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"d8212b86-6f2f-4ed6-973f-a392715c9431","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"6468010","kind":"provider_account","scope":"account","account":"LinkedIn partner id"},"witness":{"source_url":"https://www.grassiadvisors.com/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"linkedin","object_type":"linkedin_partner_id","key":"6468010"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"26e1b21e-6213-46ce-b38c-088000ecc489","to_identity_id":null,"to_href":null},{"predicate":"declares_provider_account","object":{"id":"grassiadvisors","kind":"provider_account","scope":"account","account":"LinkedIn company"},"witness":{"source_url":"https://www.linkedin.com/company/grassiadvisors/","text":"","rule":"publisher_declared_identity","region":null,"heading":""},"state":"supported","depends_on":[],"family":"provider_accounts","source_key":{"namespace":"linkedin","object_type":"linkedin_company","key":"grassiadvisors"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"e2504cc3-d1a1-41b7-b9c3-d919085146d0","to_identity_id":null,"to_href":null},{"predicate":"routes_contact_to_domain","object":{"for":"delegated_support","kind":"web_surface","domain":"grassicpas.com","purpose":"TO APPLY"},"witness":{"source_url":"","text":"GrassiCampusRecruiting@grassicpas.com","rule":"published_route_domain","region":null,"heading":""},"state":"supported","depends_on":[],"family":"contact_delegation","source_key":{"namespace":"web","object_type":"registrable_domain","key":"grassicpas.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"8e77f195-ae73-4202-b788-7d9cfe19a6a7","to_identity_id":null,"to_href":null},{"predicate":"routes_contact_to_domain","object":{"for":"delegated_support","kind":"web_surface","domain":"email.com","purpose":"Effective Cybersecurity Strategies"},"witness":{"source_url":"","text":"sample@email.com","rule":"published_route_domain","region":null,"heading":""},"state":"supported","depends_on":[],"family":"contact_delegation","source_key":{"namespace":"web","object_type":"registrable_domain","key":"email.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"f1c63fa5-9123-4c28-89ed-8b70a48df8b5","to_identity_id":null,"to_href":null},{"predicate":"routes_contact_to_domain","object":{"for":"person","kind":"web_surface","domain":"grassihealthcareadvisors.com","purpose":"unknown"},"witness":{"source_url":"","text":"jtomaino@grassihealthcareadvisors.com","rule":"published_route_domain","region":null,"heading":""},"state":"supported","depends_on":[],"family":"contact_delegation","source_key":{"namespace":"web","object_type":"registrable_domain","key":"grassihealthcareadvisors.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"5d80e05d-b00b-413b-bb52-6ea83f5300c7","to_identity_id":null,"to_href":null},{"predicate":"declares_sec_registrant","object":{"cik":"1004702","kind":"legal_entity","name":"OCEANFIRST FINANCIAL CORP"},"witness":{"source_url":"https://ir.oceanfirst.com/financials/sec-filings/default.aspx","text":"","rule":"publisher_linked_filing","region":null,"heading":""},"state":"supported","depends_on":[],"family":"legal","source_key":{"namespace":"sec_edgar","object_type":"cik","key":"1004702"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"46322c33-eb4c-4eae-9034-8c61cbdb5f2b","to_identity_id":null,"to_href":null},{"predicate":"states_since_year","object":{"kind":"event_statement","year":"1980"},"witness":{"source_url":"https://www.grassiadvisors.com/about-us/","text":"Founded in 1980 by Louis C. Grassi , our firm began with an empty filing cabinet, a desk, and a founding belief that client service belongs at the center of business.","rule":"since_year","region":"body","heading":"Focused on Long-Term Value"},"state":"supported","depends_on":[],"family":"histories","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"43f0c5d5-aa73-460d-b517-366d75f7f10d","to_identity_id":null,"to_href":null},{"predicate":"states_since_year","object":{"kind":"event_statement","year":"2000"},"witness":{"source_url":"https://www.grassiadvisors.com/team/lisa-rispoli/","text":"Before joining Grassi in 2015, Lisa was the President of her firm, which she founded in 2000 after transitioning from a successful career at a Big 4 firm.","rule":"founded_in_year","region":"body","heading":"Lisa Rispoli, CPA, AEP, TEP® Partner, Trust & Estate Services Leader, Private Client Services Leader"},"state":"supported","depends_on":[],"family":"histories","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"33bfcf90-649e-404e-ac20-8c25d7a0fe9a","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Aaron Rupper","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"e4fe4bca-1ae5-4480-86f6-5054ad417610","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Alice H. Varisano","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"a28ef718-f676-49e1-a69a-d272f84ce2b1","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Brendan E. Toolin III","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"91860d43-f1cf-4d26-affb-ae0c7a8ed046","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Brendan McCarthy","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"0df1e9e9-58f7-437a-81f3-6916b37e020c","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Brian McCuller","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","text":"Tax Practice Leader, Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"fb8b162f-b225-4008-9a8d-908052e2ecae","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Bryan Fryer","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"d06cf2a7-abca-4441-8f22-0ffd41a9ecbe","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Carl Oliveri","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/news/carl-oliveri-named-national-emerging-issues-chairperson-for-the-construction-financial-management-association/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"1585af7e-3a16-4cbb-a51d-1887f8878fc4","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Christopher Mears","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","text":"Partner, Financial Services Practice Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"b67ba30c-bc78-4b3c-b4a8-ec908fdf404f","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"David Freda","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"3b3d1e6e-ae04-436f-9b81-001df8e981b8","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"David M. Rottkamp","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","text":"Partner, Nonprofit Practice Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"afa976d3-5996-4f25-9492-8ab47dbc9e09","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Diana Mead","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=6","text":"Partner, Co-President of Grassi Franchise Services","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"4a07e93d-1228-4e8e-9465-05967b171f69","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Dino M. Rizzo","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"1fe04b03-42a0-4ba8-9cef-c83bc38fe81a","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Donald Hoffman","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=4","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"da959496-9d93-4b4f-bc69-dd5aa6a8b69d","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Donald Trump","capacity":"president"},"witness":{"source_url":"https://www.grassiadvisors.com/blog/insights-for-construction-leaders-navigating-the-tariff-landscape/","text":"President","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"10c7e8b3-5ead-451f-ac7a-21ae9f13947c","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Esther Fortunoff-Greene","capacity":"founder"},"witness":{"source_url":"https://www.grassiadvisors.com/careers/culture/","text":"Founder & Owner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"7a8b0ed1-734f-43ae-898a-895ff464243d","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Esther Fortunoff-Greene","capacity":"owner"},"witness":{"source_url":"https://www.grassiadvisors.com/careers/culture/","text":"Founder & Owner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"b82ff5b1-28b1-43f0-a005-7708ea0322ab","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Evan Fox","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","text":"Partner, Real Estate Tax Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"08c86ec4-4ae8-459d-93a4-f2e2e688d1ac","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Francis E. Shovlin","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"3bc993b9-6696-42d2-9dd7-ec040f8e012a","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Gabe Shurek","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=8","text":"Partner, Forensic, Litigation & Valuation Services Co-Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"05ad8a6c-3130-43c9-a9d4-3985830f2288","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Igor Bochenkov","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"019fe62b-a49b-4129-b9f2-51889beff46c","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Jaime Rapps","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"79ca6bcc-5c5f-4ec1-8b64-1bf185077897","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"James Bohl","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/","text":"Partner, Co-President of Grassi Franchise Services, LLC","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"b0940b20-fbdc-4630-ae6f-2b1d8d12973c","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"James McIntosh","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"b445e9d6-a4a2-4ebd-8391-6e088ad07bac","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"James O’Brien","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","text":"Partner, Forensic, Litigation & Valuation Services Co-Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"c8def2c1-9560-44b9-8b2f-3f502692d674","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Janet Mulligan","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=5","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"a6b7ef70-3942-4c60-82fb-df2c20a96286","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Jayne A. Andrews","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"94ccbe60-cb57-420b-b107-d2c106a94c00","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Jeffrey Cohen","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","text":"Partner, Tax Technical Practice Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"17975154-6c57-4268-8737-6484531aa6be","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"John V. Pellitteri","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=7","text":"Partner, Healthcare, Cannabis and Accounting Services Leader","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"95c57359-4d4a-4f8c-835b-d11fd218a097","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Joseph Carnevale","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/industries/food-and-beverage-advisors/","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"b7796448-dddd-488b-a453-e066b9496dfc","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Joseph Tomaino","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","text":"Partner, CEO of Grassi Healthcare Advisors","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"25018128-69d6-4d81-9639-55e277108000","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Josh Wilk","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=9","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"624115e9-5f30-43a4-afbb-72fcb679e24c","to_identity_id":null,"to_href":null},{"predicate":"names_person_in_role","object":{"kind":"person","name":"Keith Guillemain","capacity":"partner"},"witness":{"source_url":"https://www.grassiadvisors.com/people/?sf_paged=3","text":"Partner","rule":"people_resolver_role","region":null,"heading":""},"state":"supported","depends_on":[],"family":"people_roles","source_key":null,"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"27a71dbf-ccd6-4168-8914-b35aa9034c06","to_identity_id":null,"to_href":null},{"predicate":"authorizes_mail_sender","object":{"kind":"web_surface","domain":"mimecast.com"},"witness":{"source_url":"","text":"v=spf1 include:us._netblocks.mimecast.com include:spf.protection.outlook.com include:39792210.spf05.hubspotemail.net ~all","rule":"dns_record_parse","region":null,"heading":""},"state":"supported","depends_on":[],"family":"technical","source_key":{"namespace":"web","object_type":"registrable_domain","key":"mimecast.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"72a1867d-0a93-4690-a41b-2a71bda99859","to_identity_id":null,"to_href":null},{"predicate":"authorizes_mail_sender","object":{"kind":"web_surface","domain":"outlook.com"},"witness":{"source_url":"","text":"v=spf1 include:us._netblocks.mimecast.com include:spf.protection.outlook.com include:39792210.spf05.hubspotemail.net ~all","rule":"dns_record_parse","region":null,"heading":""},"state":"supported","depends_on":[],"family":"technical","source_key":{"namespace":"web","object_type":"registrable_domain","key":"outlook.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"ca453b92-caa5-45a8-9a2a-b6069a9bbccb","to_identity_id":null,"to_href":null},{"predicate":"authorizes_mail_sender","object":{"kind":"web_surface","domain":"hubspotemail.net"},"witness":{"source_url":"","text":"v=spf1 include:us._netblocks.mimecast.com include:spf.protection.outlook.com include:39792210.spf05.hubspotemail.net ~all","rule":"dns_record_parse","region":null,"heading":""},"state":"supported","depends_on":[],"family":"technical","source_key":{"namespace":"web","object_type":"registrable_domain","key":"hubspotemail.net"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"96ec713b-3e35-4aec-bb04-c6c35de9f6b5","to_identity_id":null,"to_href":null},{"predicate":"sends_dmarc_reports_to","object":{"kind":"web_surface","domain":"dmarcanalyzer.com"},"witness":{"source_url":"","text":"v=DMARC1; p=quarantine; rua=mailto:3b829f1266d9173@rep.dmarcanalyzer.com; ruf=mailto:3b829f1266d9173@for.dmarcanalyzer.com; fo=1;","rule":"dns_record_parse","region":null,"heading":""},"state":"supported","depends_on":[],"family":"technical","source_key":{"namespace":"web","object_type":"registrable_domain","key":"dmarcanalyzer.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"dc265581-7c3a-4e47-911d-716eee4ce106","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://www.bbb.org/local-bbb/bbb-serving-metropolitan-new-york","kind":"organization","domain":"bbb.org","stated_kind":"foundation"},"witness":{"source_url":"https://www.grassiadvisors.com/event/engaging-your-board-employees-and-future-leaders/","text":"On Tuesday, May 21, 2024, Grassi Nonprofit and Human Resources advisors will join the Better Business Bureau® Foundation of Metropolitan New York for a live video session sharing practical strategies and advice on:","rule":"org_statement_link_foundation","region":null,"heading":"Build an Engaged Team for Mission Success"},"state":"candidate","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"bbb.org"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"a5a2fc9b-5fea-4e77-8cfa-4dc0eb59accc","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://research.crain.com/jfe/form/SV_5w3b5WcLFyryzgq?br=g","kind":"organization","name":"Grassi Launches 2027 Nonprofit Leadership Survey","domain":"crain.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/news/grassi-launches-2027-nonprofit-leadership-survey/","text":"Grassi Launches 2027 Nonprofit Leadership Survey October 19, 2026 New York, N.Y. – Grassi, a leading independent, employee-owned advisory, tax and accounting firm, has launched its 2027 Nonprofit Leadership Survey . This annual survey invites nonprofit executives and board members to share insights into the most pressing challenges, priorities, and opportunities facing their organizations. Confidential feedback is collected on leadership outlooks, funding challenges, workforce issues, succession planning, technology adoption and other relevant industry topics. Results will be compiled into a comprehensive benchmarking report, helping nonprofit leaders compare their performance with peers and make more informed decisions in a time of rapid change. Click here to take the survey before it clo","rule":"org_statement_link_charity","region":null,"heading":"Grassi Launches 2027 Nonprofit Leadership Survey"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"crain.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"cde4f803-2781-48c5-b729-9e1c87872f46","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://www.crainsnewyork.com/notables/introducing-crains-2023-notable-nonprofit-board-leaders","kind":"organization","name":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader","domain":"crainsnewyork.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/news/crains-new-york-recognizes-david-rottkamp-among-2023-notable-nonprofit-board-leaders/","text":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader October 10, 2023 Grassi Partner and Nonprofit Practice Leader, David M. Rottkamp , was named among the 2023 Notable Nonprofit Board Leaders by Crain’s New York Business. The annual list recognizes individuals whose commitment to the public good inspires and elevates those in need and communal causes. David’s volunteer board leadership positions include the National Multiple Sclerosis (MS) Society, where he has served as a board member for 11 years. He has sat on the MS Society’s New York City/Long Island Chapter board for 17 years and is currently serving his second term as the chapter’s board chair. David also sits on the boards of the New York Council of Nonprofits and BoardStrong. These volunteer roles are in addition to David’s","rule":"org_statement_link_charity","region":null,"heading":"Crain’s Names David Rottkamp a 2023 Nonprofit Board Leader"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"crainsnewyork.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"df270388-f647-4960-9271-891a7460e736","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://share.hsforms.com/1FbX6MQd_TauhNFmjgI7NOgnovv6","kind":"organization","name":"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line","domain":"hsforms.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/industries/nonprofit-accounting-services/nonprofit-board-governance/","text":"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line Nonprofits need financial sustainability to ensure long-term impact. Learn how a strong bottom line can help balance mission with success. Download Now","rule":"org_statement_link_charity","region":null,"heading":"No Margin, No Mission: Why Nonprofits Need to Focus on the Bottom Line"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"hsforms.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"a11d5214-618b-4229-b6a3-d25b4dec503c","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://www.limusichalloffame.org/","kind":"organization","name":"Robert Posner Elected to Nonprofit Board of Trustees","domain":"limusichalloffame.org","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/news/robert-posner-elected-to-nonprofit-board-of-trustees/","text":"Robert Posner Elected to Nonprofit Board of Trustees April 18, 2022 New York, N.Y., April 18, 2022 – Robert S. Posner , a partner at Grassi Advisors & Accountants , has been elected to serve on the Board of Trustees for the Long Island Music Hall of Fame (LIMHOF). To this volunteer role, he brings more than 25 years of experience in strategic planning, accounting and tax strategies, risk management, budgeting and business consulting. A lifelong resident of Long Island, Posner resides in Northport, N.Y. and is a graduate of C.W. Post University. He is a certified public accountant and a registered representative with a FINRA Series 7 license. “It is an honor to join such an important organization that is dedicated to preserving Long Island’s rich musical heritage,” said Posner. “I look forw","rule":"org_statement_link_charity","region":null,"heading":"Robert Posner Elected to Nonprofit Board of Trustees"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"limusichalloffame.org"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"4989dc02-55b9-4f93-a47e-be049fad99eb","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://outlook.live.com/owa/?path=/calendar/action/compose&rrv=addevent&startdt=2025-10-23T11%3A00%3A00-04%3A00&enddt=2025-10-23T12%3A00%3A00-04%3A00&location=Online&subject=2025%20Nonprofit%20Leadership%20Survey%20Results%20%26%20Analysis&body=Gain%20Exclusive%20Insights%20to%20Drive%20Your%20Nonprofit%E2%80%99s%20SuccessGrassi%E2%80%99s%202025%20Nonprofit%20Leadership%20Survey%20captured%20insights%20from%20more%20than%20200%20leaders%20across%20the%20sector%2C%20revealing%20how%20nonprofits%20are%20navigating%20rising%20demands%2C%20escalating%20costs%2C%20shifting%20funding%20streams%20and%20emerging%20opportunities%20for%20growth.Join%20us%20on%20Thursday%2C%20October%2023%2C%20for%20an%20exclusive%20webinar%20where%20Grassi%E2%80%99s%20Nonprofit%20advisors%20will%20present%20an%20in-depth%20analysis%20of%20the%20year%E2%80%99s%20survey%20findings.%20Attendees%20will%20gain%20access%20to%20actionable%20strategies%20and%20exclusive%20insights%20to%20help%20their%20organizations%3A%20%09Navigate%20funding%20instability%20and%20adapt%20to%20shifting%20federal%20funding%20landscapes%20%09Align%20budget%20expectations%20with%20financial%20priorities%20%09Strengthen%20board%20engagement%20and%20address%20succession%20planning%20gaps%20%09Adopt%20technology%20and%20AI%20to%20drive%20efficiency%2C%20productivity%20and%20impact%20%09Build%20resilience%20through%20partnerships%2C%20inn%20%28View%20Full%20Event%20Description%20Here%3A%20https%3A%2F%2Fwww.grassiadvisors.com%2Fevent%2F2025-nonprofit-leadership-survey-results-analysis%2F%29","kind":"organization","domain":"live.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","text":"Outlook Live","rule":"org_statement_link_charity","region":null,"heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"live.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"72818345-f304-45cd-a3fa-1d1996a77fa5","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://outlook.office.com/owa/?path=/calendar/action/compose&rrv=addevent&startdt=2025-10-23T11%3A00%3A00-04%3A00&enddt=2025-10-23T12%3A00%3A00-04%3A00&location=Online&subject=2025%20Nonprofit%20Leadership%20Survey%20Results%20%26%20Analysis&body=Gain%20Exclusive%20Insights%20to%20Drive%20Your%20Nonprofit%E2%80%99s%20SuccessGrassi%E2%80%99s%202025%20Nonprofit%20Leadership%20Survey%20captured%20insights%20from%20more%20than%20200%20leaders%20across%20the%20sector%2C%20revealing%20how%20nonprofits%20are%20navigating%20rising%20demands%2C%20escalating%20costs%2C%20shifting%20funding%20streams%20and%20emerging%20opportunities%20for%20growth.Join%20us%20on%20Thursday%2C%20October%2023%2C%20for%20an%20exclusive%20webinar%20where%20Grassi%E2%80%99s%20Nonprofit%20advisors%20will%20present%20an%20in-depth%20analysis%20of%20the%20year%E2%80%99s%20survey%20findings.%20Attendees%20will%20gain%20access%20to%20actionable%20strategies%20and%20exclusive%20insights%20to%20help%20their%20organizations%3A%20%09Navigate%20funding%20instability%20and%20adapt%20to%20shifting%20federal%20funding%20landscapes%20%09Align%20budget%20expectations%20with%20financial%20priorities%20%09Strengthen%20board%20engagement%20and%20address%20succession%20planning%20gaps%20%09Adopt%20technology%20and%20AI%20to%20drive%20efficiency%2C%20productivity%20and%20impact%20%09Build%20resilience%20through%20partnerships%2C%20inn%20%28View%20Full%20Event%20Description%20Here%3A%20https%3A%2F%2Fwww.grassiadvisors.com%2Fevent%2F2025-nonprofit-leadership-survey-results-analysis%2F%29","kind":"organization","domain":"office.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","text":"Outlook 365","rule":"org_statement_link_charity","region":null,"heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"office.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"b0d24a1f-7194-4a59-9780-effd58138c1a","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://event.on24.com/wcc/r/4856288/185F3C8832A395646A6D2CD13880F87E","kind":"organization","name":"Details","domain":"on24.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/event/2025-nonprofit-leadership-survey-results-analysis/","text":"Gain Exclusive Insights to Drive Your Nonprofit’s Success Grassi’s 2025 Nonprofit Leadership Survey captured insights from more than 200 leaders across the sector, revealing how nonprofits are navigating rising demands, escalating costs, shifting funding streams and emerging opportunities for growth. Join us on Thursday, October 23, for an exclusive webinar where Grassi’s Nonprofit advisors will present an in-depth analysis of the year’s survey findings. Attendees will gain access to actionable strategies and exclusive insights to help their organizations: Navigate funding instability and adapt to shifting federal funding landscapes Align budget expectations with financial priorities Strengthen board engagement and address succession planning gaps Adopt technology and AI to drive efficienc","rule":"org_statement_link_charity","region":null,"heading":"October 23, 2025 @ 11:00 am - 12:00 pm EDT"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"on24.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"53e70c0d-5425-482f-83c8-6a3a54cbb0c9","to_identity_id":null,"to_href":null},{"predicate":"states_charitable_partner","object":{"url":"https://crain.qualtrics.com/jfe/form/SV_cC41Zsds3hYfl5k?br=g","kind":"organization","name":"Grassi Launches 2025 Nonprofit Leadership Survey","domain":"qualtrics.com","stated_kind":"charity"},"witness":{"source_url":"https://www.grassiadvisors.com/news/grassi-launches-2025-nonprofit-leadership-survey/","text":"Grassi Launches 2025 Nonprofit Leadership Survey June 11, 2025 New York, N.Y. – Grassi, a leading provider of advisory, tax, and audit services, has launched its 2025 Nonprofit Leadership Survey . The annual survey invites nonprofit executives and board members across the Northeast to share insights into the most pressing challenges, priorities, and opportunities facing their organizations. The confidential survey collects feedback on leadership outlooks, funding challenges, workforce issues, succession planning, technology adoption and opportunities, and other relevant industry topics. Results from the survey will be compiled into a comprehensive benchmarking report, helping nonprofit leaders compare their performance with that of their peers and make more informed decisions in a time of","rule":"org_statement_link_charity","region":null,"heading":"Grassi Launches 2025 Nonprofit Leadership Survey"},"state":"supported","depends_on":[],"family":"organization_statements","source_key":{"namespace":"web","object_type":"registrable_domain","key":"qualtrics.com"},"first_observed_at":"2026-10-29T01:32:00.267906Z","last_confirmed_at":"2026-10-29T01:32:00.267906Z","id":"0db9088c-8b14-4a16-926a-c892c3d34a42","to_identity_id":null,"to_href":null}],"propositions":[{"proposition":"operating_since","object":{"kind":"event_statement","year":"1980"},"state":"ambiguous","paths":[{"rule":"since_year","relationships":[16]}],"opposing":[]},{"proposition":"operating_since","object":{"kind":"event_statement","year":"2000"},"state":"ambiguous","paths":[{"rule":"since_year","relationships":[17]}],"opposing":[]}],"non_conclusions":["a declared affiliated site is a relationship the publisher states, not common ownership","a declared provider account (gift cards, hiring, ordering) is a service relationship, not an affiliation","a register party at the business's premises is a candidate operator until the Place and legal resolvers bind it","a licensed operator of the business's premises operates those locations; it is not thereby the brand's owner","an employer a job board names on the openings posts them; it is not thereby the owner or the operator","an app's store seller or developer publishes the app; neither is thereby the restaurant's owner","a menu that names a producer names it; it is not a supply contract, a volume or an exclusivity","a mail or DMARC service domain in DNS is a technical service relationship, not an affiliation","a group the site says it is part of is a public affiliation; the equity chain and buying rights are separate questions","an organization that posts the openings, sells the app or holds a program account shares services with the business; that is not affiliation or ownership","a supplier or charitable partner the site's own page names and links is the publisher's statement; it is not a contract, a volume, an exclusivity or a gift amount"]},"identity_revision":1,"identity_changed_at":"2026-10-29T01:32:00.267906+00:00","business_identity_id":"b7ec17e4-7b25-4d71-845f-b0d7e76076ee","href":"/company-intelligence/grassiadvisors.com","restaurant_locations":{"schema_version":3,"status":"partial","observed_at":"2026-10-29T01:32:00.267906Z","reasons":["4 first-party stores (the publisher's whole roster (50 rows)): 4 accepted","first-party location collection enumeration remains incomplete","1 dated record(s) (inspections, permits) older than 5 years (beyond the 5 most recent) or beyond 40 per register at a premises are not published (fl_bocaraton_building); the register still holds them","no licence register is wired for FL (certificate_of_occupancy), NY (building_permit), NY (health_inspection); licences there are uncollected rather than absent"]},"resources":{"locations":{"persisted_count":4,"collection_status":"partial","api_path":"/v1/public/company-intelligence/grassiadvisors.com/locations","map_api_path":"/v1/public/company-intelligence/grassiadvisors.com/locations/map"},"hiring":{"persisted_count":10,"api_path":"/v1/public/company-intelligence/grassiadvisors.com/hiring"},"people":{"persisted_count":146,"collection_status":"partial","api_path":"/v1/public/company-intelligence/grassiadvisors.com/people"}}}