UNIVERSITY OF FLORIDA INVESTMENT CORPORATION
Cite this
Plain text UNIVERSITY OF FLORIDA INVESTMENT CORPORATION. Strategy Studio, nonprofit organization profile, tax years 2009–2024. https://strategystudio.org/org/201226494. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). UNIVERSITY OF FLORIDA INVESTMENT CORPORATION [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/201226494
MLA “UNIVERSITY OF FLORIDA INVESTMENT CORPORATION.” Strategy Studio, tax years 2009–2024, https://strategystudio.org/org/201226494. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2009–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $6.3M · expenses $6.7M · assets $7.3M
- Also known as
- CORPORATION
- EIN
- 20-1226494
- Address
- 800 SW 2ND AVE STE 300, GAINESVILLE, FL 32601-6295
- Website
- UFICO.UFL.EDU
- NTEE code
- B024
- Subsection
- 501(c)(3)
- Ruling year
- 2006
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE PURPOSE OF THIS CORPORATION IS TO PROMOTE THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA BY PROVIDING INVESTMENT RESEARCH, ADVICE, COUNSEL AND MANAGEMENT TO AND FOR THE UNIVERSITY OF FLORIDA BOARD OF TRUSTEES, A PUBLIC BODY CORPORATE, AND SUCH AFFILIATED CORPORATIONS AS THE BOARD OF TRUSTEES OF THE UNIVERSITY OF FLORIDA MAY DESIGNATE, PROVIDED THAT SUCH ORGANIZATIONS FURTHER THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF FLORIDA AND ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS NOW IN FORCE OR HEREAFTER AMENDED.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
34 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| William S Reeser | CEO/CIO/PRESIDENT UNTIL 1/1/25 | 2014-2024 | $1,507,964 | $14,079,968 | 1 |
| Brian C Mawdsley | DEPUTY CIO | 2016-2024 | $948,951 | $7,261,199 | 1 |
| Edward A Kelly | COO/VICE PRESIDENT | 2009-2024 | $584,202 | $6,857,141 | 1 |
| William C Twible | INVESTMENT DIRECTOR | 2016-2024 | $531,950 | $4,115,555 | 1 |
| Jeffrey Furst | INVESTMENT DIRECTOR | 2017-2024 | $528,756 | $3,776,306 | 1 |
| Robert Thornton | EX-OFFICIO MEMBER UNTIL 2/2025 | 2022-2024 | $842,192 | $2,048,430 | 12 |
| Saby Mitra | EX-OFFICIO MEMBER | 2022-2024 | $616,491 | $1,806,179 | 2 |
| Brennan Bubp | SENIOR INVESTMENT ANALYST | 2019-2024 | $283,584 | $1,604,045 | 1 |
| David M Christie | EX-OFFICIO MEMBER | 2022-2024 | $370,629 | $1,058,121 | 4 |
| Taylor Jantz | EX-OFFICIO MEMBER UNTIL 2/2025 | 2023-2024 | $605,634 | $864,731 | 8 |
| Daniel Lee | SENIOR INVESTMENT ANALYST | 2024 | $242,702 | $242,702 | 1 |
| Thomas J Mitchell (former) | BOARD MEMBER | 2010-2021 | $1,775,194 | $8,589,663 | 4 |
| Winfred Phillips (former) | BOARD MEMBER | 2012-2021 | $593,540 | $5,809,579 | 12 |
| James J Kelly Jr (former) | BOARD MEMBER | 2017-2021 | $859,189 | $3,824,314 | 14 |
| David T Brown (former) | BOARD MEMBER | 2009-2020 | $310,712 | $3,276,704 | 1 |
| Peter Landauer (former) | EXECUTIVE VICE PRESIDENT | 2009-2015 | $449,377 | $2,718,069 | 1 |
| Adam Singleton (former) | INVESTMENT DIRECTOR, UNTIL 6/3/22 | 2016-2021 | $594,400 | $2,565,591 | 1 |
| William Robinson (former) | BOARD MEMBER | 2009-2013 | $724,012 | $2,344,487 | 3 |
| Christopher Cowen CPA (former) | BOARD MEMBER | 2020-2022 | $851,749 | $2,070,892 | 8 |
| Michael V Mckee (former) | BOARD MEMBER UNTIL FEBRUARY 2020 | 2016-2019 | $440,875 | $1,759,450 | 3 |
| Rakesh Dahiya (former) | HIGHEST COMPENSATED EMPLOYEE | 2011-2015 | $470,333 | $1,738,623 | 1 |
| Douglas Wynkoop (former) | CIO, PRESIDENT UNTIL SEPTEMBER 2013 | 2010-2013 | $522,861 | $1,457,937 | 1 |
| Matt Fajack (former) | BOARD MEMBER | 2009-2013 | $304,576 | $1,425,068 | 4 |
| Jim Kelly (former) | BOARD MEMBER | 2014-2015 | $534,269 | $905,794 | 1 |
| Travis Shore (former) | HIGHEST COMPENSATED EMPLOYEE | 2009-2010 | $572,781 | $879,746 | 1 |
| James D Humphries (former) | INVESTMENT OPERATIONS DIRE | 2016-2023 | $205,385 | $862,187 | 2 |
| Paul Robell (former) | BOARD MEMBER | 2009-2011 | $214,020 | $824,057 | 3 |
| Julie Baker (former) | HIGHEST COMPENSATED EMPLOYEE | 2009-2010 | $449,728 | $761,234 | 1 |
| James J Kelly (former) | BOARD MEMBER | 2016 | $696,328 | $696,328 | 1 |
| Mike Smith (former) | FORMER CIO, PRESIDENT | 2009-2010 | $120,061 | $643,131 | 1 |
| Mike Mckee (former) | BOARD MEMBER | 2014-2015 | $352,498 | $620,412 | 2 |
| Win Phillips (former) | BOARD MEMBER | 2011 | $429,166 | $429,166 | 4 |
| Edward Poppell (former) | BOARD MEMBER | 2010 | $299,646 | $299,646 | 2 |
| Mr J Edward Poppell (former) | board Member | 2009 | $299,306 | $299,306 | 3 |
Officers and directors, no compensation reported
27 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James W Heavener | EX-OFFICIO MEMBER | 2013-2024 | 1 | $0 reported | 4 |
| William Walton | BOARD MEMBER | 2018-2024 | 1 | $0 reported | 1 |
| Fernando Donayre | BOARD MEMBER | 2022-2024 | 1 | $0 reported | 1 |
| Douglas J Free | BOARD CHAIR | 2016-2024 | 1 | $0 reported | 1 |
| Rebecca Patterson | BOARD MEMBER | 2012-2024 | 1 | $0 reported | 1 |
| Robert Cousin | VICE CHAIR | 2014-2024 | 1 | $0 reported | 1 |
| Scott Friedman | BOARD MEMBER | 2020-2024 | 1 | $0 reported | 1 |
| Lindsay Lee | BOARD MEMBER | 2021-2024 | 1 | $0 reported | 1 |
| Nick Kozlov | BOARD MEMBER BEGIN 2/2025 | 2024 | 1 | $0 reported | 2 |
| Geoff Gardner | BOARD MEMBER BEGIN 2/2025 | 2024 | 1 | $0 reported | 1 |
| Mark L Baumgartner | CEO/CIO/PRESIDENT BEGIN 1/1/25 | 2024 | 50 | $0 reported | 1 |
| Alex C Smith (former) | BOARD MEMBER UNTIL 5/2024 | 2012-2023 | 1 | $0 reported | 1 |
| Brian T Levine (former) | BOARD MEMBER, UNTIL 11/2022 | 2017-2022 | 1 | $0 reported | 1 |
| Nancy Peretz-Sheft (former) | BOARD MEMBER, UNTIL 9/2021 | 2020-2021 | 1 | $0 reported | 1 |
| Robert H Gidel (former) | BOARD MEMBER UNTIL 3/30/2019 | 2009-2018 | 1 | $0 reported | 3 |
| Rebecca S Patterson (former) | CHAIR | 2016-2018 | 1 | $0 reported | 1 |
| Eric Mandelblatt (former) | BOARD MEMBER UNTIL 2/22/18 | 2012-2017 | 1 | $0 reported | 1 |
| S Andrew Banks (former) | CHAIRMAN | 2009-2015 | 1 | $0 reported | 2 |
| Doug Free (former) | BOARD MEMBER | 2012-2015 | 1 | $0 reported | 1 |
| Al Pareira (former) | BOARD MEMBER | 2013-2015 | 1 | $0 reported | 1 |
| Bill Heavener (former) | BOARD MEMBER | 2014 | 1 | $0 reported | 4 |
| Warren Tedder (former) | BOARD MEMBER | 2013-2014 | 1 | $0 reported | 1 |
| Troy Davis (former) | BOARD MEMBER | 2010-2012 | 1 | $0 reported | 1 |
| Earl Powell (former) | BOARD MEMBER | 2009-2012 | 1 | $0 reported | 1 |
| Steven Scott (former) | BOARD MEMBER | 2009-2011 | 1 | $0 reported | 5 |
| Alan S Pareira (former) | BOARD MEMBER | 2009-2011 | 1 | $0 reported | 1 |
| Jerry Davis (former) | board Member | 2009 | 1 | $0 reported | 2 |
People by year
2024 · 22 people listed · 11 paid, $7.1M · 13 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM S REESER | CEO/CIO/PRESIDENT UNTIL 1/1/25 | 50 | $1,317,266 | $0 | $190,698 | $1,507,964 | 1 |
| BRIAN C MAWDSLEY | DEPUTY CIO | 50 | $804,452 | $0 | $144,499 | $948,951 | 1 |
| ROBERT THORNTON | EX-OFFICIO MEMBER UNTIL 2/2025 | 1 | $0 | $815,755 | $26,437 | $842,192 | 12 |
| SABY MITRA | EX-OFFICIO MEMBER | 1 | $0 | $557,890 | $58,601 | $616,491 | 2 |
| TAYLOR JANTZ | EX-OFFICIO MEMBER UNTIL 2/2025 | 1 | $0 | $473,720 | $131,914 | $605,634 | 8 |
| EDWARD A KELLY | COO/VICE PRESIDENT | 50 | $494,145 | $0 | $90,057 | $584,202 | 1 |
| WILLIAM C TWIBLE | INVESTMENT DIRECTOR | 50 | $439,394 | $0 | $92,556 | $531,950 | 1 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $436,200 | $0 | $92,556 | $528,756 | 1 |
| DAVID CHRISTIE | EX-OFFICIO MEMBER | 1 | $0 | $316,249 | $54,380 | $370,629 | 4 |
| BRENNAN BUBP | SENIOR INVESTMENT ANALYST | 50 | $227,402 | $0 | $56,182 | $283,584 | 1 |
| DANIEL LEE | SENIOR INVESTMENT ANALYST | 50 | $201,795 | $0 | $40,907 | $242,702 | 1 |
| JAMES W HEAVENER | EX-OFFICIO MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| FERNANDO DONAYRE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDSAY LEE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| NICK KOZLOV | BOARD MEMBER BEGIN 2/2025 | 1 | $0 | $0 | $0 | $0 | 2 |
| GEOFF GARDNER | BOARD MEMBER BEGIN 2/2025 | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT COUSIN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT FRIEDMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK L BAUMGARTNER | CEO/CIO/PRESIDENT BEGIN 1/1/25 | 50 | $0 | $0 | $0 | $0 | 1 |
2023 · 20 people listed · 11 paid, $7.0M · 12 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM S REESER | CEO/CIO/PRESIDENT | 50 | $1,604,952 | $0 | $252,169 | $1,857,121 | 1 |
| BRIAN C MAWDSLEY | DEPUTY CIO | 50 | $881,397 | $0 | $183,109 | $1,064,506 | 1 |
| ROBERT THORNTON | BOARD MEMBER | 1 | $0 | $617,796 | $35,191 | $652,987 | 12 |
| EDWARD A KELLY | COO/VICE PRESIDENT | 50 | $510,025 | $0 | $102,544 | $612,569 | 1 |
| SABY MITRA | BOARD MEMBER | 1 | $0 | $550,828 | $53,045 | $603,873 | 2 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $455,306 | $0 | $106,559 | $561,865 | 1 |
| WILLIAM C TWIBLE | INVESTMENT DIRECTOR | 50 | $456,642 | $0 | $92,701 | $549,343 | 1 |
| DAVID CHRISTIE | BOARD MEMBER | 1 | $0 | $307,168 | $52,427 | $359,595 | 4 |
| BRENNAN BUBP | SENIOR INVESTMENT ANALYST | 50 | $230,436 | $0 | $60,776 | $291,212 | 1 |
| TAYLOR JANTZ | BOARD MEMBER AS OF 4/2024 | 1 | $0 | $239,014 | $20,083 | $259,097 | 8 |
| JAMES D HUMPHRIES | INVESTMENT OPERATIONS DIRE | 50 | $166,740 | $0 | $38,645 | $205,385 | 2 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| FERNANDO DONAYRE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT J FRIEDMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDSAY LEE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX C SMITH | BOARD MEMBER UNTIL 5/2024 | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 21 people listed · 11 paid, $7.7M · 13 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM S REESER | CEO/CIO/PRESIDENT | 50 | $1,602,531 | $0 | $284,324 | $1,886,855 | 1 |
| BRIAN C MAWDSLEY | DEPUTY CIO | 50 | $950,959 | $0 | $201,827 | $1,152,786 | 1 |
| CHRISTOPHER COWEN | BOARD MEMBER | 1 | $0 | $748,858 | $102,891 | $851,749 | 8 |
| EDWARD A KELLY | COO/VICE PRESIDENT | 50 | $548,620 | $0 | $109,783 | $658,403 | 1 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $493,546 | $0 | $115,176 | $608,722 | 1 |
| WILLIAM C TWIBLE | INVESTMENT DIRECTOR | 50 | $498,183 | $0 | $102,336 | $600,519 | 1 |
| SABY MITRA | BOARD MEMBER, AS OF 7/2022 | 1 | $0 | $534,031 | $51,784 | $585,815 | 2 |
| ROBERT THORNTON | BOARD MEMBER, AS OF 12/2022 | 1 | $0 | $520,133 | $33,118 | $553,251 | 12 |
| DAVID CHRISTIE | BOARD MEMBER, AS OF 12/2022 | 1 | $0 | $277,061 | $50,836 | $327,897 | 4 |
| BRENNAN BUBP | SENIOR INVESTMENT ANALYST | 50 | $249,456 | $0 | $74,471 | $323,927 | 1 |
| JAMES D HUMPHRIES | INVESTMENT OPERATIONS DIRECTOR | 50 | $161,658 | $0 | $36,586 | $198,244 | 2 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| FERNANDO DONAYRE | BOARD MEMBER, AS OF 12/2022 | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN T LEVINE | BOARD MEMBER, UNTIL 11/2022 | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER, AS OF 3/2023 | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT J FRIEDMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDSAY LEE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 20 people listed · 11 paid, $9.4M · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $1,720,505 | $54,689 | $1,775,194 | 4 |
| WILLIAM REESER | CIO, PRESIDENT | 50 | $1,484,866 | $0 | $271,733 | $1,756,599 | 1 |
| CHRISTOPHER COWEN | BOARD MEMBER | 1 | $0 | $746,768 | $147,383 | $894,151 | 8 |
| BRIAN MAWDSLEY | DEPUTY CIO | 50 | $740,145 | $0 | $141,361 | $881,506 | 1 |
| JAMES J KELLY JR | BOARD MEMBER | 1 | $0 | $822,376 | $36,813 | $859,189 | 14 |
| EDWARD KELLY | COO, VICE PRESIDENT | 50 | $503,163 | $0 | $100,294 | $603,457 | 1 |
| ADAM SINGLETON | INVESTMENT DIRECTOR, UNTIL 6/3/22 | 50 | $484,869 | $0 | $109,531 | $594,400 | 1 |
| WINFRED M PHILLIPS | BOARD MEMBER | 1 | $0 | $460,270 | $133,270 | $593,540 | 12 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $478,288 | $0 | $109,891 | $588,179 | 1 |
| WILLIAM TWIBLE | INVESTMENT DIRECTOR | 50 | $479,991 | $0 | $97,708 | $577,699 | 1 |
| BRENNAN BUBP | SENIOR INVESTMENT ANALYST | 50 | $201,061 | $0 | $67,240 | $268,301 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| BRIAN T LEVINE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDSAY LEE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT J FRIEDMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY PERETZ-SHEFT | BOARD MEMBER, UNTIL 9/2021 | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 21 people listed · 12 paid, $7.5M · 11 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM REESER | CIO, PRESIDENT | 50 | $1,484,271 | $0 | $178,658 | $1,662,929 | 1 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $859,429 | $50,245 | $909,674 | 4 |
| BRIAN MAWDSLEY | MANAGING DIRECTOR | 50 | $661,239 | $0 | $102,906 | $764,145 | 1 |
| JAMES J KELLY JR | BOARD MEMBER | 1 | $0 | $665,207 | $32,153 | $697,360 | 14 |
| WINFRED M PHILLIPS | BOARD MEMBER | 1 | $0 | $475,483 | $126,696 | $602,179 | 12 |
| EDWARD KELLY | COO, VICE PRESIDENT | 50 | $476,357 | $0 | $78,773 | $555,130 | 1 |
| ADAM SINGLETON | INVESTMENT DIRECTOR | 50 | $439,799 | $0 | $83,922 | $523,721 | 1 |
| WILLIAM TWIBLE | INVESTMENT DIRECTOR | 50 | $405,241 | $0 | $69,344 | $474,585 | 1 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $367,273 | $0 | $84,282 | $451,555 | 1 |
| CHRISTOPHER COWEN | BOARD MEMBER | 1 | $0 | $283,698 | $41,294 | $324,992 | 8 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $272,632 | $38,080 | $310,712 | 1 |
| BRENNAN BUBP | SENIOR INVESTMENT ANALYST | 50 | $170,408 | $0 | $52,354 | $222,762 | 1 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA H PATTERSON | CHAIR - RESIGNED 9/2020 | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | CHAIR - AS OF 9/2020 | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT J COUSIN | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN T LEVINE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| SCOTT J FRIEDMAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY PERETZ-SHEFT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 19 people listed · 12 paid, $7.3M · 11 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM REESER | CIO, PRESIDENT | 50 | $1,158,129 | $0 | $207,390 | $1,365,519 | 1 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $841,655 | $48,322 | $889,977 | 4 |
| BRIAN MAWDSLEY | MANAGING DIRECTOR | 50 | $691,281 | $0 | $118,892 | $810,173 | 1 |
| JAMES J KELLY JR | BOARD MEMBER | 1 | $0 | $750,265 | $31,787 | $782,052 | 14 |
| EDWARD KELLY | COO, VICE PRESIDENT | 50 | $489,643 | $0 | $87,200 | $576,843 | 1 |
| WINFRED M PHILLIPS | BOARD MEMBER | 1 | $0 | $448,085 | $111,324 | $559,409 | 12 |
| ADAM SINGLETON | INVESTMENT DIRECTOR | 50 | $391,872 | $0 | $95,349 | $487,221 | 1 |
| WILLIAM TWIBLE | INVESTMENT DIRECTOR | 50 | $381,425 | $0 | $75,620 | $457,045 | 1 |
| MICHAEL V MCKEE | BOARD MEMBER UNTIL FEBRUARY 2020 | 1 | $0 | $336,541 | $104,334 | $440,875 | 3 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $346,262 | $0 | $87,751 | $434,013 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $290,232 | $36,956 | $327,188 | 1 |
| BRENNAN BUBP | SENIOR INVESTMENT ANALYST | 50 | $160,641 | $0 | $53,618 | $214,259 | 1 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA H PATTERSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN T LEVINE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
2018 · 20 people listed · 12 paid, $6.4M · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM REESER | CIO, PRESIDENT | 50 | $949,301 | $0 | $151,487 | $1,100,788 | 1 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $782,057 | $47,202 | $829,259 | 4 |
| JAMES J KELLY JR | BOARD MEMBER | 1 | $0 | $709,004 | $31,493 | $740,497 | 14 |
| BRIAN MAWDSLEY | MANAGING DIRECTOR | 50 | $544,224 | $0 | $98,534 | $642,758 | 1 |
| WINFRED M PHILLIPS | BOARD MEMBER | 1 | $0 | $462,196 | $104,351 | $566,547 | 12 |
| EDWARD KELLY | COO, VICE PRESIDENT/TREASU | 50 | $369,030 | $0 | $75,771 | $444,801 | 1 |
| MICHAEL V MCKEE | BOARD MEMBER | 1 | $0 | $342,904 | $97,201 | $440,105 | 3 |
| ADAM SINGLETON | INVESTMENT DIRECTOR | 50 | $344,864 | $0 | $77,455 | $422,319 | 1 |
| WILLIAM TWIBLE | INVESTMENT DIRECTOR | 50 | $321,571 | $0 | $63,870 | $385,441 | 1 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $287,335 | $0 | $75,691 | $363,026 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $266,559 | $26,724 | $293,283 | 1 |
| JAMES HUMPHRIES | CONTROLLER | 50 | $131,034 | $0 | $32,413 | $163,447 | 2 |
| ROBERT H GIDEL | BOARD MEMBER UNTIL 3/30/2019 | 1 | $0 | $0 | $0 | $0 | 3 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA S PATTERSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN T LEVINE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM WALTON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
2017 · 20 people listed · 12 paid, $5.9M · 13 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM REESER | CIO, PRESIDENT | 50 | $899,755 | $0 | $153,588 | $1,053,343 | 1 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $815,285 | $47,542 | $862,827 | 4 |
| JAMES J KELLY JR | BOARD MEMBER | 1 | $0 | $717,515 | $27,701 | $745,216 | 14 |
| BRIAN MAWDSLEY | MANAGING DIRECTOR | 50 | $400,530 | $0 | $139,975 | $540,505 | 1 |
| WINFRED M PHILLIPS | BOARD MEMBER | 1 | $0 | $432,715 | $107,687 | $540,402 | 12 |
| EDWARD KELLY | COO, VICE PRESIDENT/TREASU | 50 | $330,372 | $0 | $111,818 | $442,190 | 1 |
| MICHAEL V MCKEE | BOARD MEMBER | 1 | $0 | $320,650 | $91,784 | $412,434 | 3 |
| ADAM SINGLETON | INVESTMENT DIRECTOR | 50 | $256,863 | $0 | $97,932 | $354,795 | 1 |
| WILLIAM TWIBLE | INVESTMENT DIRECTOR | 50 | $228,286 | $0 | $65,559 | $293,845 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $252,101 | $25,852 | $277,953 | 1 |
| JEFFREY FURST | INVESTMENT DIRECTOR | 50 | $200,612 | $0 | $39,578 | $240,190 | 1 |
| JAMES HUMPHRIES | CONTROLLER | 50 | $120,731 | $0 | $31,419 | $152,150 | 2 |
| ROBERT H GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA S PATTERSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN T LEVINE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC MANDELBLATT | BOARD MEMBER UNTIL 2/22/18 | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 18 people listed · 11 paid, $5.0M · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM REESER | CIO, PRESIDENT | 50 | $833,394 | $0 | $111,798 | $945,192 | 1 |
| JAMES J KELLY | BOARD MEMBER | 1 | $0 | $668,936 | $27,392 | $696,328 | 1 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $583,184 | $44,717 | $627,901 | 4 |
| WINFRED M PHILLIPS | BOARD MEMBER | 1 | $0 | $439,466 | $92,100 | $531,566 | 12 |
| MICHAEL V MCKEE | BOARD MEMBER | 1 | $0 | $317,943 | $148,093 | $466,036 | 3 |
| BRIAN MAWDSLEY | DIRECTOR OF INVESTMENTS | 50 | $326,755 | $0 | $129,114 | $455,869 | 1 |
| EDWARD KELLY | COO, VICE PRESIDENT/TREASURER | 50 | $314,126 | $0 | $109,272 | $423,398 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $248,260 | $25,160 | $273,420 | 1 |
| WILLIAM TWIBLE | INVESTMENT MANAGER | 50 | $186,468 | $0 | $58,660 | $245,128 | 1 |
| ADAM SINGLETON | INVESTMENT MANAGER | 50 | $153,334 | $0 | $29,801 | $183,135 | 1 |
| JAMES HUMPHRIES | CONTROLLER | 50 | $113,490 | $0 | $29,471 | $142,961 | 2 |
| ROBERT H GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALEX C SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA S PATTERSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC W MANDELBLATT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUGLAS J FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 18 people listed · 9 paid, $4.5M · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM REESER | CIO, PRESIDENT | 40 | $723,136 | $0 | $111,798 | $834,934 | 1 |
| THOMAS MITCHELL | BOARD MEMBER | 1 | $0 | $645,883 | $34,796 | $680,679 | 4 |
| JIM KELLY | BOARD MEMBER | 1 | $0 | $507,757 | $26,512 | $534,269 | 1 |
| WINFRED PHILLIPS | BOARD MEMBER | 1 | $0 | $423,206 | $100,843 | $524,049 | 12 |
| RAKESH DAHIYA | HIGHEST COMPENSATED EMPLOYEE | 40 | $354,922 | $0 | $115,411 | $470,333 | 1 |
| PETER LANDAUER | EXECUTIVE VICE PRESIDENT | 40 | $345,178 | $0 | $104,199 | $449,377 | 1 |
| EDWARD KELLY | COO, VICE PRESIDENT | 40 | $276,952 | $0 | $109,272 | $386,224 | 1 |
| MIKE MCKEE | BOARD MEMBER | 1 | $0 | $302,532 | $49,966 | $352,498 | 2 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $223,050 | $19,348 | $242,398 | 1 |
| S ANDREW BANKS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALEX SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC MANDELBLATT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| AL PAREIRA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES W HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 19 people listed · 9 paid, $3.3M · 15 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WINFRED PHILLIPS | BOARD MEMBER | 1 | $0 | $516,728 | $92,616 | $609,344 | 12 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $425,253 | $34,029 | $459,282 | 4 |
| PETER LANDAUER | EXECUTIVE VICE PRESIDENT | 40 | $348,977 | $0 | $104,056 | $453,033 | 1 |
| RAKESH DAHIYA | HIGHEST COMPENSATED EMPLOYEE | 40 | $300,817 | $0 | $107,344 | $408,161 | 1 |
| JIM KELLY | BOARD MEMBER | 1 | $0 | $346,555 | $24,970 | $371,525 | 1 |
| EDWARD KELLY | COO, VICE PRESIDENT | 40 | $326,611 | $0 | $42,599 | $369,210 | 1 |
| MIKE MCKEE | BOARD MEMBER | 1 | $0 | $229,959 | $37,955 | $267,914 | 2 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $217,995 | $22,768 | $240,763 | 1 |
| WILLIAM REESER | PRESIDENT | 40 | $96,928 | $0 | $11,796 | $108,724 | 1 |
| S ANDREW BANKS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALEX SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC MANDELBLATT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| AL PAREIRA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WARREN TEDDER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| ROBERT J COUSIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 18 people listed · 9 paid, $4.1M · 13 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WINFRED PHILLIPS | BOARD MEMBER | 1 | $0 | $793,846 | $55,563 | $849,409 | 12 |
| WILLIAM ROBINSON | BOARD MEMBER | 1 | $0 | $680,497 | $43,515 | $724,012 | 3 |
| DOUGLAS WYNKOOP | CIO, PRESIDENT UNTIL SEPTEMBER 2013 | 40 | $476,396 | $0 | $46,465 | $522,861 | 1 |
| PETER LANDAUER | EXECUTIVE VICE PRESIDENT | 40 | $363,593 | $0 | $78,259 | $441,852 | 1 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $374,043 | $37,108 | $411,151 | 4 |
| RAKESH DAHIYA | HIGHEST COMPENSATED EMPLOY | 40 | $285,675 | $0 | $45,682 | $331,357 | 1 |
| MATT FAJACK | BOARD MEMBER | 1 | $0 | $268,936 | $35,640 | $304,576 | 4 |
| EDWARD KELLY | COO, VICE PRESIDENT | 40 | $247,727 | $0 | $40,508 | $288,235 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $215,539 | $28,579 | $244,118 | 1 |
| S ANDREW BANKS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALEX SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC MANDELBLATT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| AL PAREIRA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| WARREN TEDDER | AUDIT COMMITTEE MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES HEAVENER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
2012 · 17 people listed · 9 paid, $3.5M · 15 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM ROBINSON | BOARD MEMBER | 1 | $0 | $771,422 | $31,992 | $803,414 | 3 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $441,966 | $32,882 | $474,848 | 4 |
| WINFRED PHILLIPS | BOARD MEMBER | 1 | $0 | $401,355 | $31,779 | $433,134 | 12 |
| DOUGLAS WYNKOOP | CIO, PRESIDENT | 40 | $274,763 | $0 | $88,919 | $363,682 | 1 |
| PETER LANDAUER | EXECUTIVE VICE PRESIDENT | 40 | $284,946 | $0 | $62,328 | $347,274 | 1 |
| MATT FAJACK | BOARD MEMBER | 1 | $0 | $261,790 | $35,747 | $297,537 | 4 |
| EDWARD KELLY | COO, VICE PRESIDENT | 40 | $222,862 | $0 | $38,039 | $260,901 | 1 |
| RAKESH DAHIYA | HIGHEST COMPENSATED EMPLOY | 40 | $196,941 | $0 | $61,698 | $258,639 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $213,519 | $29,024 | $242,543 | 1 |
| S ANDREW BANKS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TROY DAVIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| EARL POWELL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEX SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| REBECCA PATTERSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC MANDELBLATT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DOUG FREE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 16 people listed · 10 paid, $3.6M · 15 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM ROBINSON | BOARD MEMBER | 1 | $0 | $782,570 | $34,491 | $817,061 | 3 |
| WIN PHILLIPS | BOARD MEMBER | 1 | $0 | $381,752 | $47,414 | $429,166 | 4 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $364,731 | $37,494 | $402,225 | 4 |
| PETER LANDAUER | EXECUTIVE VICE PRESIDENT | 40 | $277,193 | $0 | $58,123 | $335,316 | 1 |
| DOUGLAS WYNKOOP | CIO, PRESIDENT | 40 | $257,602 | $0 | $65,172 | $322,774 | 1 |
| MATT FAJACK | BOARD MEMBER | 1 | $0 | $252,916 | $40,062 | $292,978 | 4 |
| RAKESH DAHIYA | HIGHEST COMPENSATED EMPLOY | 40 | $217,204 | $0 | $52,929 | $270,133 | 1 |
| EDWARD KELLY | COO, VICE PRESIDENT | 40 | $212,468 | $0 | $36,953 | $249,421 | 1 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $214,547 | $33,056 | $247,603 | 1 |
| PAUL ROBELL | BOARD MEMBER | 1 | $0 | $178,307 | $35,713 | $214,020 | 3 |
| S ANDREW BANKS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| TROY DAVIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALAN S PAREIRA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| EARL POWELL | CHAIRMAN & CEO | 1 | $0 | $0 | $0 | $0 | 1 |
| STEVEN SCOTT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 5 |
2010 · 18 people listed · 11 paid, $3.3M · 14 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TRAVIS SHORE | HIGHEST COMPENSATED EMPLOYEE | 40 | $510,633 | $0 | $62,148 | $572,781 | 1 |
| JULIE BAKER | HIGHEST COMPENSATED EMPLOYEE | 40 | $406,081 | $0 | $43,647 | $449,728 | 1 |
| EDWARD POPPELL | BOARD MEMBER | 1 | $0 | $254,582 | $45,064 | $299,646 | 2 |
| PETER LANDAUER | EXECUTIVE VICE PRESIDENT | 40 | $255,118 | $0 | $38,939 | $294,057 | 1 |
| PAUL ROBELL | BOARD MEMBER | 1 | $0 | $244,556 | $43,441 | $287,997 | 3 |
| DAVID T BROWN | BOARD MEMBER | 1 | $0 | $246,536 | $33,861 | $280,397 | 1 |
| MATT FAJACK | BOARD MEMBER | 1 | $0 | $233,422 | $39,152 | $272,574 | 4 |
| THOMAS J MITCHELL | BOARD MEMBER | 1 | $0 | $236,225 | $30,421 | $266,646 | 4 |
| DOUGLAS WYNKOOP | CIO, PRESIDENT | 40 | $220,127 | $0 | $28,493 | $248,620 | 1 |
| EDWARD KELLY | COO, VICE PRESIDENT | 40 | $201,240 | $0 | $33,468 | $234,708 | 1 |
| MIKE SMITH | FORMER CIO, PRESIDENT | 40 | $102,815 | $0 | $17,246 | $120,061 | 1 |
| S ANDREW BANKS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| TROY DAVIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT GIDEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| ALAN S PAREIRA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| EARL POWELL | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM ROBINSON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| STEVEN SCOTT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 5 |
2009 · 16 people listed · 9 paid, $2.9M · 10 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MIKE SMITH | President | 40 | $464,365 | $0 | $58,705 | $523,070 | 1 |
| PETER LANDAUER | Executive Vice President | 40 | $262,993 | $0 | $134,167 | $397,160 | 1 |
| paul robell | board Member | 1 | $0 | $275,635 | $46,405 | $322,040 | 3 |
| Julie baker | Highest Compensated Employ | 40 | $201,987 | $0 | $109,519 | $311,506 | 1 |
| Travis Shore | Highest Compensated Employ | 40 | $201,740 | $0 | $105,225 | $306,965 | 1 |
| J EDWARD POPPELL | board Member | 1 | $0 | $256,379 | $42,927 | $299,306 | 3 |
| David T Brown | board Member | 1 | $0 | $263,834 | $32,492 | $296,326 | 1 |
| matt fajack | board Member | 1 | $0 | $220,427 | $36,976 | $257,403 | 4 |
| Edward Kelly | COO, Vice President | 40 | $142,845 | $0 | $24,604 | $167,449 | 1 |
| S ANDREW BANKS | board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| jerry davis | board Member | 1 | $0 | $0 | $0 | $0 | 2 |
| robert gidel | board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| alan pareira | board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| earl powell | chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| william robinson | board Member | 1 | $0 | $0 | $0 | $0 | 3 |
| steven scott | board Member | 1 | $0 | $0 | $0 | $0 | 5 |
Highest-paid independent contractors
2024 · 1 contractor · $403K
| Name | Location | Service | Paid |
|---|---|---|---|
| BRADDOCKMATTHESBARRETT LLC | WELLESLEY, MA | CONSULTING FOR CIO SEARCH | $402,590 |
2023 · 1 contractor · $140K
| Name | Location | Service | Paid |
|---|---|---|---|
| DAVID BARRETT PARTNERS LLC | NEW YORK, NY | CONSULTING FOR CIO SEARCH | $140,000 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $6,254,192 | $6,670,257 | $7,319,079 | $105,643 | $0 | $6,157,310 | $2,109,105 | 13 | 12 |
| 2023 · Form 990 | ||||||||
| $6,274,953 | $6,007,923 | $8,197,825 | $521,708 | $0 | $6,140,333 | $1,740,394 | 12 | 10 |
| 2022 · Form 990 | ||||||||
| $6,561,111 | $6,382,051 | $8,723,162 | $254,678 | $0 | $6,483,014 | $2,067,721 | 13 | 10 |
| 2021 · Form 990 | ||||||||
| $6,286,501 | $6,207,722 | $8,667,146 | $75,618 | $0 | $6,283,073 | $3,263,702 | 12 | 0 |
| 2020 · Form 990 | ||||||||
| $5,707,826 | $6,345,645 | $5,168,985 | $113,873 | $0 | $5,710,785 | $2,918,161 | 11 | 0 |
| 2019 · Form 990 | ||||||||
| $5,617,451 | $5,028,533 | $4,733,245 | $751,692 | $0 | $5,599,001 | $2,312,559 | 11 | 0 |
| 2018 · Form 990 | ||||||||
| $4,915,795 | $5,170,582 | $3,970,692 | $162,774 | $0 | $4,892,745 | $2,430,914 | 12 | 0 |
| 2017 · Form 990 | ||||||||
| $4,273,010 | $4,390,309 | $3,326,580 | $417,561 | $0 | $4,260,192 | $2,049,892 | 13 | 0 |
| 2016 · Form 990 | ||||||||
| $3,647,424 | $3,487,501 | $3,085,791 | $534,860 | $0 | $3,643,079 | $1,460,946 | 14 | 0 |
| 2015 · Form 990 | ||||||||
| $3,903,815 | $4,054,318 | $2,796,302 | $374,937 | $0 | $3,903,396 | $1,735,896 | 14 | 0 |
| 2014 · Form 990 | ||||||||
| $3,358,769 | $3,467,983 | $2,289,537 | $525,440 | $0 | $3,358,769 | $1,486,659 | 15 | 0 |
| 2013 · Form 990 | ||||||||
| $2,528,977 | $2,430,237 | $1,899,778 | $634,654 | $0 | $2,527,042 | $925,030 | 13 | 0 |
| 2012 · Form 990 | ||||||||
| $2,537,022 | $2,564,496 | $1,707,360 | $535,914 | $0 | $2,535,043 | $908,807 | 15 | 0 |
| 2011 · Form 990 | ||||||||
| $2,252,329 | $2,250,130 | $1,838,781 | $563,388 | $0 | $2,249,638 | $794,550 | 15 | 0 |
| 2010 · Form 990 | ||||||||
| $2,358,929 | $2,159,040 | $1,555,328 | $561,189 | $0 | $2,356,028 | $813,163 | 14 | 6 |
| 2009 · Form 990 | ||||||||
| $2,159,385 | $2,217,741 | $2,112,603 | $361,300 | $0 | $2,158,886 | $853,868 | 10 | 6 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS | FL | B02 | $3,373,009 | $3,857,317 | PRESIDENT & CEO | $347,069 | Same NTEE code B02, revenue within 2x, same state |
| TEACHER PREP INSPECTION-US INC | FL | B02 | $4,065,897 | $3,218,533 | CEO | $217,180 | Same NTEE code B02, revenue within 2x, same state |
| K-STATE UNION CORPORATION | KS | B02 | $5,089,544 | $4,616,386 | BOARD MEMBER | $442,735 | Same NTEE code B02, revenue within 2x |
| OAK SERVICE CORPORATION | TN | B02 | $5,519,529 | $5,725,032 | CEO/SECRETARY/TREASURER | $311,917 | Same NTEE code B02, revenue within 2x |
| VIRGINIA COMMONWEALTH UNIVERSITY SCHOOL OF BUSINESS FOUNDATION | VA | B02 | $5,640,575 | $6,076,337 | SECRETARY | $195,439 | Same NTEE code B02, revenue within 2x |
| US LEARNING CORPORATION | CA | B02 | $4,909,242 | $4,907,146 | BOARD PRESIDENT | $1,800 | Same NTEE code B02, revenue within 2x |
| ALABAMA A&M UNIVERSITY TRUST FOR EDUCATIONAL EXCELLENCE | AL | B02 | $3,334,603 | $119,180 | Chairman | $0 | Same NTEE code B02, revenue within 2x |
| SUNY POLYTECHNIC INSTITUTE AUXILIARY SERVICES CORPORATION | NY | B02 | $5,387,625 | $5,495,632 | CAMPUS PRESIDENT | $972,737 | Same NTEE code B02, revenue within 2x |
| NATIONAL CENTER FOR THE IMPROVEMENT OF EDUCATIONAL ASSESSMENT INC | NH | B02 | $8,700,180 | $8,000,121 | EXECUTIVE DIRECTOR | $402,203 | Same NTEE code B02, revenue within 2x |
| CROWN POINTE ACADEMY BUILDING CORPORATION | CO | B02 | $3,969,772 | $3,685,339 | Director | $228,217 | Same NTEE code B02, revenue within 2x |
| COUNCIL FOR AID TO EDUCATION INC | NY | B02 | $4,006,857 | $3,793,990 | PRESIDENT AND CEO | $435,000 | Same NTEE code B02, revenue within 2x |
| NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS | IL | B02 | $6,758,930 | $5,165,426 | CEO | $351,791 | Same NTEE code B02, revenue within 2x |
| LIBERTY CLASSICAL SCHOOLS EDUCATIONAL SERVICES INC | GA | B02 | $5,120,110 | $4,386,806 | CEO / EXECUTIVE DIRECTOR | $217,686 | Same NTEE code B02, revenue within 2x |
| MICHIGAN STATE EDUCATION NETWORK | MI | B02 | $5,035,637 | $5,296,443 | PRESIDENT | $0 | Same NTEE code B02, revenue within 2x |
| MAKE THE CONNECTION | TX | B02 | $9,896,868 | $9,799,796 | PRESIDENT | $0 | Same NTEE code B02, revenue within 2x |
| FRIENDS OF VALENCE PREP INC | NY | B02 | $3,275,088 | $3,557,182 | CHAIR | $0 | Same NTEE code B02, revenue within 2x |
| CAPITAL PREPARATORY SCHOOLS INCORPORATED | CT | B02 | $6,238,108 | $6,381,119 | CHIEF EXECUTIVE OFFICER | $312,112 | Same NTEE code B02, revenue within 2x |
| NATIONAL COUNCIL FOR COMMUNITY AND EDUCATION PARTNERSHIPS | DC | B02 | $5,251,093 | $4,306,270 | President & CEO | $349,745 | Same NTEE code B02, revenue within 2x |
| GROWING INLAND ACHIEVEMENT | CA | B02 | $3,644,870 | $3,959,016 | PRESIDENT & CEO | $304,199 | Same NTEE code B02, revenue within 2x |
| THE INSTITUTE FOR EXCELLENCE IN EDUCATION | MI | B02 | $8,817,985 | $8,861,025 | President/CEO | $370,098 | Same NTEE code B02, revenue within 2x |
| WILDFLOWER FOUNDATION | MN | B02 | $6,326,983 | $7,640,058 | CEO | $365,200 | Same NTEE code B02, revenue within 2x |
| NATIONAL DISABILITY INSTITUTE INC | DC | B02 | $12,496,352 | $12,466,996 | EXECUTIVE DIRECTOR | $259,405 | Same NTEE code B02, revenue within 2x |
| HIGHER EDUCATION LIBRARY INFORMATION NETWORK HELIN INC | RI | B02 | $4,960,311 | $4,908,080 | CHAIR | $0 | Same NTEE code B02, revenue within 2x |
| ALLIANCE EDUCATION SERVICES INCORPORATED | NC | B02 | $3,353,246 | $1,348,849 | CHIEF ACADEM | $608,992 | Same NTEE code B02, revenue within 2x |
| GREEN MOUNTAIN HIGHER EDUCATION CONSORTIUM INC | VT | B02 | $5,844,281 | $5,844,281 | President Emeritus | $552,809 | Same NTEE code B02, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $6,670,257 spent · pay $5,533,677 · grants $0 · events $16,562
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,835,408 | $2,551,867 | $283,541 | - | 42.5% | |
| Pay: officers, directors, trustees, key employees | $2,109,105 | $1,684,661 | $424,444 | - | 31.6% | |
| Fees: other services | $268,785 | $268,785 | - | - | 4.0% | |
| Pension plan contributions | $217,026 | $209,703 | $7,323 | - | 3.3% | |
| Other employee benefits | $209,535 | $197,915 | $11,620 | - | 3.1% | |
| Travel | $178,697 | $178,697 | - | - | 2.7% | |
| Depreciation and depletion | $169,689 | - | $169,689 | - | 2.5% | |
| Payroll taxes | $162,603 | $146,342 | $16,261 | - | 2.4% | |
| Interest | $141,055 | $126,950 | $14,105 | - | 2.1% | |
| Other (as described) | EXCISE TAXES | $116,015 | $104,414 | $11,601 | - | 1.7% |
| Occupancy | $106,951 | $96,257 | $10,694 | - | 1.6% | |
| Insurance | $51,064 | - | $51,064 | - | 0.8% | |
| Office expenses | $50,272 | $45,245 | $5,027 | - | 0.8% | |
| Fees: accounting | $25,195 | - | $25,195 | - | 0.4% | |
| Conferences, conventions and meetings | $16,562 | $16,562 | - | - | 0.2% | |
| Other (as described) | MEMBERSHIPS & DUES | $6,619 | - | $6,619 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $2,762 | - | $2,762 | - | 0.0% |
| Advertising and promotion | $1,032 | $1,032 | - | - | 0.0% | |
| Other (as described) | AWARDS & COMMENDATIONS | $756 | - | $756 | - | 0.0% |
| All other expenses | $671 | - | $671 | - | 0.0% | |
| Information technology | $455 | $455 | - | - | 0.0% | |
| Total | $6,670,257 | 100% |
2023 · Form 990 · $6,007,923 spent · pay $5,044,389 · grants $0 · events $13,286
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,773,400 | $2,496,060 | $277,340 | - | 46.2% | |
| Pay: officers, directors, trustees, key employees | $1,740,394 | $1,360,878 | $379,516 | - | 29.0% | |
| Pension plan contributions | $212,334 | $204,855 | $7,479 | - | 3.5% | |
| Depreciation and depletion | $185,986 | - | $185,986 | - | 3.1% | |
| Payroll taxes | $184,313 | $184,313 | - | - | 3.1% | |
| Fees: other services | $145,620 | $145,620 | - | - | 2.4% | |
| Interest | $143,216 | $128,894 | $14,322 | - | 2.4% | |
| Other employee benefits | $133,948 | $129,756 | $4,192 | - | 2.2% | |
| Travel | $131,393 | $131,393 | - | - | 2.2% | |
| Occupancy | $129,797 | $116,817 | $12,980 | - | 2.2% | |
| Other (as described) | EXCISE TAXES | $116,577 | - | $116,577 | - | 1.9% |
| Insurance | $50,988 | - | $50,988 | - | 0.8% | |
| Fees: accounting | $24,860 | - | $24,860 | - | 0.4% | |
| Conferences, conventions and meetings | $13,286 | $13,286 | - | - | 0.2% | |
| Office expenses | $10,187 | $9,169 | $1,018 | - | 0.2% | |
| Other (as described) | MEMBERSHIPS & DUES | $4,804 | - | $4,804 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $3,182 | - | $3,182 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $2,773 | - | $2,773 | - | 0.0% |
| Information technology | $522 | $522 | - | - | 0.0% | |
| All other expenses | $343 | - | $343 | - | 0.0% | |
| Total | $6,007,923 | 100% |
2022 · Form 990 · $6,382,051 spent · pay $5,644,135 · grants $0 · events $10,528
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,989,509 | $2,783,772 | $205,737 | - | 46.8% | |
| Pay: officers, directors, trustees, key employees | $2,067,721 | $1,636,673 | $431,048 | - | 32.4% | |
| Payroll taxes | $235,069 | $235,069 | - | - | 3.7% | |
| Depreciation and depletion | $185,986 | - | $185,986 | - | 2.9% | |
| Pension plan contributions | $183,264 | $177,650 | $5,614 | - | 2.9% | |
| Other employee benefits | $168,572 | $160,479 | $8,093 | - | 2.6% | |
| Interest | $145,094 | $130,585 | $14,509 | - | 2.3% | |
| Occupancy | $132,624 | $119,362 | $13,262 | - | 2.1% | |
| Other (as described) | EXCISE TAXES | $92,267 | - | $92,267 | - | 1.4% |
| Travel | $67,213 | $67,213 | - | - | 1.1% | |
| Insurance | $52,437 | - | $52,437 | - | 0.8% | |
| Fees: accounting | $24,540 | - | $24,540 | - | 0.4% | |
| Office expenses | $14,486 | $13,037 | $1,449 | - | 0.2% | |
| Conferences, conventions and meetings | $10,528 | $10,528 | - | - | 0.2% | |
| Fees: other services | $5,672 | $5,672 | - | - | 0.1% | |
| Other (as described) | MEMBERSHIPS & DUES | $4,605 | - | $4,605 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $1,581 | - | $1,581 | - | 0.0% |
| Information technology | $420 | $420 | - | - | 0.0% | |
| Other (as described) | AWARDS & COMMENDATIONS | $262 | - | $262 | - | 0.0% |
| All other expenses | $201 | - | $201 | - | 0.0% | |
| Total | $6,382,051 | 100% |
2021 · Form 990 · $6,207,722 spent · pay $5,612,773 · grants $0 · events $16,811
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $3,263,702 | $2,800,959 | $462,743 | - | 52.6% | |
| Other salaries and wages | $1,640,644 | $1,476,580 | $164,064 | - | 26.4% | |
| Payroll taxes | $362,114 | $325,903 | $36,211 | - | 5.8% | |
| Other employee benefits | $197,194 | $183,782 | $13,412 | - | 3.2% | |
| Depreciation and depletion | $185,986 | - | $185,986 | - | 3.0% | |
| Pension plan contributions | $149,119 | $143,273 | $5,846 | - | 2.4% | |
| Interest | $146,706 | $132,035 | $14,671 | - | 2.4% | |
| Occupancy | $107,211 | $96,490 | $10,721 | - | 1.7% | |
| Insurance | $49,502 | - | $49,502 | - | 0.8% | |
| Office expenses | $27,178 | $24,460 | $2,718 | - | 0.4% | |
| Fees: accounting | $23,575 | - | $23,575 | - | 0.4% | |
| Travel | $21,016 | $21,016 | - | - | 0.3% | |
| Conferences, conventions and meetings | $16,811 | $16,811 | - | - | 0.3% | |
| Fees: other services | $5,182 | $5,182 | - | - | 0.1% | |
| Other (as described) | SUBSCRIPTIONS | $4,678 | - | $4,678 | - | 0.1% |
| Other (as described) | MEMBERSHIPS & DUES | $4,410 | - | $4,410 | - | 0.1% |
| Advertising and promotion | $1,860 | $1,860 | - | - | 0.0% | |
| Information technology | $490 | $490 | - | - | 0.0% | |
| Other (as described) | MEALS & ENTERTAINMENT | $224 | - | $224 | - | 0.0% |
| Other (as described) | AWARDS AND COMMENDATION | $120 | - | $120 | - | 0.0% |
| Total | $6,207,722 | 100% |
2020 · Form 990 · $6,345,645 spent · pay $5,920,869 · grants $0 · events $1,328
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,918,161 | $2,486,932 | $431,229 | - | 46.0% | |
| Other salaries and wages | $2,196,576 | $1,976,918 | $219,658 | - | 34.6% | |
| Other employee benefits | $411,805 | $385,546 | $26,259 | - | 6.5% | |
| Payroll taxes | $394,327 | $354,894 | $39,433 | - | 6.2% | |
| Occupancy | $294,925 | $265,433 | $29,492 | - | 4.6% | |
| Depreciation and depletion | $42,143 | - | $42,143 | - | 0.7% | |
| Insurance | $28,894 | - | $28,894 | - | 0.5% | |
| Fees: accounting | $23,250 | - | $23,250 | - | 0.4% | |
| Office expenses | $21,582 | $19,425 | $2,157 | - | 0.3% | |
| Fees: other services | $4,875 | $4,875 | - | - | 0.1% | |
| Other (as described) | MEMBERSHIPS & DUES | $3,935 | - | $3,935 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $3,028 | - | $3,028 | - | 0.0% |
| Conferences, conventions and meetings | $1,328 | $1,328 | - | - | 0.0% | |
| Information technology | $475 | $475 | - | - | 0.0% | |
| Other (as described) | AWARDS AND COMMENDATION | $256 | - | $256 | - | 0.0% |
| Travel | $85 | $85 | - | - | 0.0% | |
| Total | $6,345,645 | 100% |
2019 · Form 990 · $5,028,533 spent · pay $4,517,494 · grants $0 · events $103,680
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,312,559 | $2,080,133 | $232,426 | - | 46.0% | |
| Other salaries and wages | $1,709,273 | $1,538,346 | $170,927 | - | 34.0% | |
| Other employee benefits | $276,279 | $258,940 | $17,339 | - | 5.5% | |
| Payroll taxes | $219,383 | $197,445 | $21,938 | - | 4.4% | |
| Occupancy | $197,649 | $177,884 | $19,765 | - | 3.9% | |
| Conferences, conventions and meetings | $103,680 | $103,680 | - | - | 2.1% | |
| Travel | $65,547 | $65,547 | - | - | 1.3% | |
| Depreciation and depletion | $42,169 | - | $42,169 | - | 0.8% | |
| Office expenses | $36,627 | $32,964 | $3,663 | - | 0.7% | |
| Insurance | $25,175 | - | $25,175 | - | 0.5% | |
| Fees: accounting | $21,213 | - | $21,213 | - | 0.4% | |
| Other (as described) | MEALS & ENTERTAINMENT | $5,150 | - | $5,150 | - | 0.1% |
| Other (as described) | MEMBERSHIPS & DUES | $4,610 | - | $4,610 | - | 0.1% |
| Fees: other services | $4,559 | $4,559 | - | - | 0.1% | |
| Other (as described) | SUBSCRIPTIONS | $2,860 | - | $2,860 | - | 0.1% |
| Other (as described) | MISC OPERATING EXPENSE | $1,224 | - | $1,224 | - | 0.0% |
| Information technology | $455 | $455 | - | - | 0.0% | |
| All other expenses | $121 | - | $121 | - | 0.0% | |
| Total | $5,028,533 | 100% |
2018 · Form 990 · $5,170,582 spent · pay $4,733,363 · grants $0 · events $29,388
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,430,914 | $2,186,616 | $244,298 | - | 47.0% | |
| Other salaries and wages | $1,793,991 | $1,614,592 | $179,399 | - | 34.7% | |
| Other employee benefits | $274,817 | $257,511 | $17,306 | - | 5.3% | |
| Payroll taxes | $233,641 | $210,277 | $23,364 | - | 4.5% | |
| Occupancy | $166,889 | $150,200 | $16,689 | - | 3.2% | |
| Travel | $142,167 | $142,167 | - | - | 2.7% | |
| Insurance | $35,628 | - | $35,628 | - | 0.7% | |
| Conferences, conventions and meetings | $29,388 | $29,388 | - | - | 0.6% | |
| Fees: accounting | $24,750 | - | $24,750 | - | 0.5% | |
| Office expenses | $22,060 | $19,854 | $2,206 | - | 0.4% | |
| Other (as described) | MEMBERSHIPS & DUES | $5,250 | - | $5,250 | - | 0.1% |
| Fees: other services | $4,305 | $4,305 | - | - | 0.1% | |
| Other (as described) | SUBSCRIPTIONS | $3,569 | - | $3,569 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $2,550 | - | $2,550 | - | 0.0% |
| Information technology | $420 | $420 | - | - | 0.0% | |
| Fees: legal | $123 | - | $123 | - | 0.0% | |
| Other (as described) | AWARDS AND COMMENDATION | $120 | - | $120 | - | 0.0% |
| Total | $5,170,582 | 100% |
2017 · Form 990 · $4,390,309 spent · pay $3,922,377 · grants $0 · events $70,133
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $2,049,892 | $1,831,822 | $218,070 | - | 46.7% | |
| Other salaries and wages | $1,420,114 | $1,278,103 | $142,011 | - | 32.3% | |
| Other employee benefits | $277,237 | $259,600 | $17,637 | - | 6.3% | |
| Payroll taxes | $175,134 | $157,621 | $17,513 | - | 4.0% | |
| Occupancy | $162,231 | $146,008 | $16,223 | - | 3.7% | |
| Travel | $135,974 | $135,974 | - | - | 3.1% | |
| Conferences, conventions and meetings | $70,133 | $70,133 | - | - | 1.6% | |
| Insurance | $31,257 | - | $31,257 | - | 0.7% | |
| Fees: accounting | $22,500 | - | $22,500 | - | 0.5% | |
| Fees: legal | $15,529 | - | $15,529 | - | 0.4% | |
| Office expenses | $10,777 | $9,700 | $1,077 | - | 0.2% | |
| Fees: other services | $5,539 | $5,539 | - | - | 0.1% | |
| Other (as described) | MEMBERSHIPS & DUES | $3,730 | - | $3,730 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $3,558 | - | $3,558 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $3,420 | - | $3,420 | - | 0.1% |
| Information technology | $1,433 | $1,433 | - | - | 0.0% | |
| Advertising and promotion | $714 | $714 | - | - | 0.0% | |
| Other (as described) | MISC OPERATING EXPENSE | $538 | - | $538 | - | 0.0% |
| Depreciation and depletion | $479 | - | $479 | - | 0.0% | |
| All other expenses | $120 | - | $120 | - | 0.0% | |
| Total | $4,390,309 | 100% |
2016 · Form 990 · $3,487,501 spent · pay $3,126,322 · grants $0 · events $8,020
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,460,946 | $1,246,975 | $213,971 | - | 41.9% | |
| Other salaries and wages | $1,309,450 | $1,178,505 | $130,945 | - | 37.5% | |
| Other employee benefits | $255,929 | $244,643 | $11,286 | - | 7.3% | |
| Occupancy | $163,776 | $147,398 | $16,378 | - | 4.7% | |
| Travel | $104,138 | $104,138 | - | - | 3.0% | |
| Payroll taxes | $99,997 | $89,997 | $10,000 | - | 2.9% | |
| Insurance | $28,894 | - | $28,894 | - | 0.8% | |
| Fees: accounting | $21,750 | - | $21,750 | - | 0.6% | |
| Office expenses | $11,167 | $10,050 | $1,117 | - | 0.3% | |
| Other (as described) | MISC OPERATING EXPENSE | $10,441 | - | $10,441 | - | 0.3% |
| Conferences, conventions and meetings | $8,020 | $8,020 | - | - | 0.2% | |
| Fees: other services | $3,558 | $3,558 | - | - | 0.1% | |
| Other (as described) | MEMBERSHIPS & DUES | $3,521 | - | $3,521 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $2,853 | - | $2,853 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $1,153 | - | $1,153 | - | 0.0% |
| Depreciation and depletion | $719 | - | $719 | - | 0.0% | |
| Fees: legal | $556 | - | $556 | - | 0.0% | |
| Information technology | $550 | $550 | - | - | 0.0% | |
| All other expenses | $83 | - | $83 | - | 0.0% | |
| Total | $3,487,501 | 100% |
2015 · Form 990 · $4,054,318 spent · pay $3,675,680 · grants $0 · events $7,164
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,735,896 | $1,493,106 | $242,790 | - | 42.8% | |
| Other salaries and wages | $1,449,227 | $1,304,304 | $144,923 | - | 35.7% | |
| Other employee benefits | $352,856 | $325,854 | $27,002 | - | 8.7% | |
| Occupancy | $177,274 | $159,547 | $17,727 | - | 4.4% | |
| Payroll taxes | $137,701 | $123,931 | $13,770 | - | 3.4% | |
| Travel | $119,642 | $119,642 | - | - | 3.0% | |
| Insurance | $24,189 | - | $24,189 | - | 0.6% | |
| Fees: accounting | $21,000 | - | $21,000 | - | 0.5% | |
| Office expenses | $18,262 | $16,436 | $1,826 | - | 0.5% | |
| Conferences, conventions and meetings | $7,164 | $7,164 | - | - | 0.2% | |
| Fees: other services | $4,062 | $4,062 | - | - | 0.1% | |
| Other (as described) | MEALS & ENTERTAINMENT | $2,360 | - | $2,360 | - | 0.1% |
| Other (as described) | MEMBERSHIPS & DUES | $1,930 | - | $1,930 | - | 0.0% |
| Other (as described) | SUBSCRIPTIONS | $1,095 | - | $1,095 | - | 0.0% |
| Advertising and promotion | $743 | $743 | - | - | 0.0% | |
| Depreciation and depletion | $719 | - | $719 | - | 0.0% | |
| Other (as described) | AWARDS AND COMMENDATION | $153 | - | $153 | - | 0.0% |
| Information technology | $25 | $25 | - | - | 0.0% | |
| All other expenses | $20 | - | $20 | - | 0.0% | |
| Total | $4,054,318 | 100% |
2014 · Form 990 · $3,467,983 spent · pay $2,960,730 · grants $0 · events $11,126
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,486,659 | $1,271,731 | $214,928 | - | 42.9% | |
| Other salaries and wages | $1,175,902 | $1,058,312 | $117,590 | - | 33.9% | |
| Other employee benefits | $164,203 | $153,321 | $10,882 | - | 4.7% | |
| Fees: other services | $163,307 | $163,307 | - | - | 4.7% | |
| Occupancy | $152,487 | $137,238 | $15,249 | - | 4.4% | |
| Payroll taxes | $133,966 | $120,569 | $13,397 | - | 3.9% | |
| Travel | $105,815 | $105,815 | - | - | 3.1% | |
| Insurance | $25,471 | - | $25,471 | - | 0.7% | |
| Fees: accounting | $20,500 | - | $20,500 | - | 0.6% | |
| Office expenses | $11,782 | $10,604 | $1,178 | - | 0.3% | |
| Conferences, conventions and meetings | $11,126 | $11,126 | - | - | 0.3% | |
| Depreciation and depletion | $8,333 | - | $8,333 | - | 0.2% | |
| Other (as described) | MEMBERSHIPS & DUES | $2,930 | - | $2,930 | - | 0.1% |
| Other (as described) | MISC OPERATING EXPENSE | $2,533 | - | $2,533 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $2,409 | - | $2,409 | - | 0.1% |
| Other (as described) | AWARDS AND COMMENDATION | $560 | - | $560 | - | 0.0% |
| Total | $3,467,983 | 100% |
2013 · Form 990 · $2,430,237 spent · pay $1,881,398 · grants $0 · events $7,559
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $925,030 | $749,853 | $175,177 | - | 38.1% | |
| Other salaries and wages | $749,251 | $674,326 | $74,925 | - | 30.8% | |
| Occupancy | $156,277 | $140,649 | $15,628 | - | 6.4% | |
| Fees: other services | $153,989 | $153,989 | - | - | 6.3% | |
| Other employee benefits | $126,621 | $123,633 | $2,988 | - | 5.2% | |
| Travel | $97,293 | $97,293 | - | - | 4.0% | |
| Payroll taxes | $80,496 | $72,446 | $8,050 | - | 3.3% | |
| Depreciation and depletion | $31,365 | - | $31,365 | - | 1.3% | |
| Other (as described) | MISC OPERATING EXPENSE | $30,000 | - | $30,000 | - | 1.2% |
| Insurance | $20,576 | - | $20,576 | - | 0.8% | |
| Fees: accounting | $20,500 | - | $20,500 | - | 0.8% | |
| Office expenses | $13,795 | $12,416 | $1,379 | - | 0.6% | |
| Fees: legal | $9,774 | - | $9,774 | - | 0.4% | |
| Conferences, conventions and meetings | $7,559 | $7,559 | - | - | 0.3% | |
| Other (as described) | MEMBERSHIPS & DUES | $3,395 | - | $3,395 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $1,770 | - | $1,770 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $1,528 | - | $1,528 | - | 0.1% |
| Advertising and promotion | $655 | $655 | - | - | 0.0% | |
| All other expenses | $363 | - | $363 | - | 0.0% | |
| Total | $2,430,237 | 100% |
2012 · Form 990 · $2,564,496 spent · pay $2,094,036 · grants $0 · events $7,400
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $908,807 | $758,783 | $150,024 | - | 35.4% | |
| Other salaries and wages | $816,167 | $734,550 | $81,617 | - | 31.8% | |
| Other employee benefits | $296,999 | $267,299 | $29,700 | - | 11.6% | |
| Occupancy | $157,582 | $141,824 | $15,758 | - | 6.1% | |
| Travel | $110,871 | $110,871 | - | - | 4.3% | |
| Payroll taxes | $72,063 | $64,857 | $7,206 | - | 2.8% | |
| Fees: other services | $40,742 | $40,742 | - | - | 1.6% | |
| Depreciation and depletion | $32,366 | - | $32,366 | - | 1.3% | |
| Other (as described) | MISC OPERATING EXPENSE | $29,895 | - | $29,895 | - | 1.2% |
| Fees: legal | $27,648 | - | $27,648 | - | 1.1% | |
| Fees: accounting | $20,100 | - | $20,100 | - | 0.8% | |
| Insurance | $20,084 | - | $20,084 | - | 0.8% | |
| Office expenses | $16,859 | $15,173 | $1,686 | - | 0.7% | |
| Conferences, conventions and meetings | $7,400 | $7,400 | - | - | 0.3% | |
| Other (as described) | MEMBERSHIPS & DUES | $2,736 | - | $2,736 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $1,517 | - | $1,517 | - | 0.1% |
| Other (as described) | SUBSCRIPTIONS | $1,208 | - | $1,208 | - | 0.0% |
| Information technology | $927 | $927 | - | - | 0.0% | |
| All other expenses | $300 | - | $300 | - | 0.0% | |
| Advertising and promotion | $225 | $225 | - | - | 0.0% | |
| Total | $2,564,496 | 100% |
2011 · Form 990 · $2,250,130 spent · pay $1,655,943 · grants $0 · events $17,849
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $794,550 | $548,918 | $245,632 | - | 35.3% | |
| Other salaries and wages | $537,712 | $483,941 | $53,771 | - | 23.9% | |
| Other employee benefits | $259,255 | $233,330 | $25,925 | - | 11.5% | |
| Occupancy | $151,778 | $136,600 | $15,178 | - | 6.7% | |
| Fees: other services | $133,173 | $133,173 | - | - | 5.9% | |
| Travel | $101,225 | $101,225 | - | - | 4.5% | |
| Payroll taxes | $64,426 | $57,983 | $6,443 | - | 2.9% | |
| Fees: legal | $61,020 | - | $61,020 | - | 2.7% | |
| Other (as described) | MISC OPERATING EXPENSE | $39,680 | - | $39,680 | - | 1.8% |
| Depreciation and depletion | $32,438 | - | $32,438 | - | 1.4% | |
| Fees: accounting | $19,800 | - | $19,800 | - | 0.9% | |
| Insurance | $18,500 | - | $18,500 | - | 0.8% | |
| Conferences, conventions and meetings | $17,849 | $17,849 | - | - | 0.8% | |
| Office expenses | $15,643 | $14,079 | $1,564 | - | 0.7% | |
| Other (as described) | MEMBERSHIPS & DUES | $2,533 | - | $2,533 | - | 0.1% |
| Other (as described) | AWARDS AND COMMENDATION | $458 | - | $458 | - | 0.0% |
| Other (as described) | MEALS & ENTERTAINMENT | $90 | - | $90 | - | 0.0% |
| Total | $2,250,130 | 100% |
2010 · Form 990 · $2,159,040 spent · pay $1,799,246 · grants $0 · events $7,683
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $813,163 | $593,002 | $220,161 | - | 37.7% | |
| Other salaries and wages | $649,334 | $584,401 | $64,933 | - | 30.1% | |
| Other employee benefits | $241,381 | $217,243 | $24,138 | - | 11.2% | |
| Occupancy | $155,470 | $139,923 | $15,547 | - | 7.2% | |
| Payroll taxes | $95,368 | $85,831 | $9,537 | - | 4.4% | |
| Travel | $86,770 | $86,770 | - | - | 4.0% | |
| Depreciation and depletion | $36,394 | - | $36,394 | - | 1.7% | |
| Fees: accounting | $19,707 | - | $19,707 | - | 0.9% | |
| Insurance | $15,451 | - | $15,451 | - | 0.7% | |
| Office expenses | $15,241 | $13,717 | $1,524 | - | 0.7% | |
| Other (as described) | MISC OPERATING EXPENSE | $11,730 | - | $11,730 | - | 0.5% |
| Conferences, conventions and meetings | $7,683 | $7,683 | - | - | 0.4% | |
| Fees: legal | $4,204 | - | $4,204 | - | 0.2% | |
| Fees: other services | $4,056 | $4,056 | - | - | 0.2% | |
| Other (as described) | MEMBERSHIPS & DUES | $2,310 | - | $2,310 | - | 0.1% |
| Other (as described) | MEALS & ENTERTAINMENT | $560 | - | $560 | - | 0.0% |
| Other (as described) | AWARDS AND COMMENDATION | $189 | - | $189 | - | 0.0% |
| Information technology | $29 | $29 | - | - | 0.0% | |
| Total | $2,159,040 | 100% |
2009 · Form 990 · $2,217,741 spent · pay $1,596,810 · grants $0 · events $4,818
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $853,868 | $651,292 | $202,576 | - | 38.5% | |
| Other salaries and wages | $437,382 | $393,644 | $43,738 | - | 19.7% | |
| Fees: other services | $274,845 | $274,845 | - | - | 12.4% | |
| Other employee benefits | $230,052 | $207,047 | $23,005 | - | 10.4% | |
| Occupancy | $141,629 | $127,466 | $14,163 | - | 6.4% | |
| Payroll taxes | $75,508 | $67,957 | $7,551 | - | 3.4% | |
| Travel | $74,278 | $74,278 | - | - | 3.3% | |
| Depreciation and depletion | $47,458 | - | $47,458 | - | 2.1% | |
| Fees: accounting | $22,750 | - | $22,750 | - | 1.0% | |
| Office expenses | $17,760 | $15,984 | $1,776 | - | 0.8% | |
| Insurance | $12,196 | - | $12,196 | - | 0.5% | |
| Information technology | $8,720 | $8,720 | - | - | 0.4% | |
| Fees: legal | $7,547 | - | $7,547 | - | 0.3% | |
| Conferences, conventions and meetings | $4,818 | $4,818 | - | - | 0.2% | |
| Other (as described) | Subscriptions | $4,636 | - | $4,636 | - | 0.2% |
| Other (as described) | Misc Operating Expense | $2,212 | - | $2,212 | - | 0.1% |
| Other (as described) | Memberships & Dues | $1,601 | - | $1,601 | - | 0.1% |
| Other (as described) | Meals & Entertainment | $257 | - | $257 | - | 0.0% |
| Other (as described) | Awards and Commendation | $224 | - | $224 | - | 0.0% |
| Total | $2,217,741 | 100% |