STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UFCW LOCAL 555 EMPLOYERS HEALTH TRUST

2024 · Form 990 · revenue $127.6M · expenses $173.0M · assets $145.8M

EIN
23-7017278
Address
12205 SW TUALATIN RD STE 200, TUALATIN, OR 97062-7919
NTEE code
-
Subsection
501(c)(9)
Ruling year
1969
Cross-check
ProPublica Nonprofit Explorer

Mission

SEE SCHEDULE O

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

No one listed on these returns was paid.

Unpaid officers and directors · 38 people
NameLatest titleYearsOrganizations
Brent Bohn trustee2010-2024 20
Scott Powers Secretary2009-2024 8
Dan Clay Chairman2009-2024 3
Mike Marshall TRUSTEE2011-2024 1
Sandy Humphrey TRUSTEE2020-2024 1
Kyle Brittingham TRUSTEE2019-2024 2
Ragini Gupta Alternate TRUSTEE2019-2024 1
Susan Korenkov Trustee2022-2024 1
Jerad Coine Alternate Trustee2022-2024 1
Shaylon Lovell Alternate Trustee2022-2024 2
Ashley Cooke Alternate Trustee2024 1
Miles Eshaia Trutee2024 1
Sarah Martinez Garcia Alternate Trustee2024 1
Sean Hammond (former) TRUSTEE2014-2023 10
Esai Alday (former) ALTERNATE TRUSTEE2019-2023 1
Aly Gideon (former) Alternate Trustee2022-2023 1
Sharon Carroll (former) ALTERNATE TRUSTEE (FORMER)2019-2022 4
Frank Jorgensen (former) trustee (FORMER)2012-2022 7
Teresa Pollock (former) TRUSTEE (FORMER)2019-2022 1
Jim Sinclair (former) TRUSTEE (FORMER)2020-2022 1
Brian Caufield (former) Alternate Trustee (FORMER)2021-2022 2
Jeff Anderson (former) TRUSTEE2009-2019 2
Kevin Billman (former) TRUSTEE2009-2018 2
Jeff Cuellar (former) Trustee2014-2018 1
Katie Walter (former) TRUSTEE2016-2018 1
Lisa Dupell Loucks (former) Alternate Trustee2016-2018 1
Renae Miller (former) Alternate Trustee2017-2018 1
Sharon Carrol (former) ALTERNATE TRUSTEE2018 1
Cindy Thornton (former) TRUSTEE2009-2016 5
Lynda Hart (former) TRUSTEE2014-2016 2
Bob Mclauchlin (former) ALTERNATE TRUSTEE2014 3
Jennifer Montgomery (former) TRUSTEE2010-2014 2
Lisa Dupell (former) ALTERNATE TRUSTEE2014 2
Steven Erdmann (former) TRUSTEE - former2009-2012 1
Kay Nelson (former) TRUSTEE2009-2012 1
ken spray (former) TRUSTEE2009-2010 2
David Johns (former) TRUSTEE2009 2
jennifer post (former) TRUSTEE2009 1

People by year

2024 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAN CLAY Chairman1 $0$0$0 $03
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
Sandy Humphrey TRUSTEE1 $0$0$0 $01
Kyle Brittingham TRUSTEE1 $0$0$0 $02
Ragini Gupta Alternate TRUSTEE1 $0$0$0 $01
Scott Powers Secretary1 $0$0$0 $08
Susan Korenkov Trustee1 $0$0$0 $01
Jerad Coine Alternate Trustee1 $0$0$0 $01
Shaylon Lovell Alternate Trustee1 $0$0$0 $02
Ashley Cooke Alternate Trustee1 $0$0$0 $01
Miles Eshaia Trutee1 $0$0$0 $01
Sarah Martinez Garcia Alternate Trustee1 $0$0$0 $01
2023 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sean Hammond TRUSTEE1 $0$0$0 $010
DAN CLAY TRUSTEE1 $0$0$0 $03
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
ESAI ALDAY ALTERNATE TRUSTEE1 $0$0$0 $01
Sandy Humphrey TRUSTEE1 $0$0$0 $01
Kyle Brittingham TRUSTEE1 $0$0$0 $02
Ragini Gupta Alternate TRUSTEE1 $0$0$0 $01
Scott Powers Trustee1 $0$0$0 $08
Susan Korenkov Trustee1 $0$0$0 $01
Jerad Coine Alternate Trustee1 $0$0$0 $01
Aly Gideon Alternate Trustee1 $0$0$0 $01
Shaylon Lovell Alternate Trustee1 $0$0$0 $02
2022 · 18 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sean Hammond TRUSTEE1 $0$0$0 $010
DAN CLAY TRUSTEE1 $0$0$0 $03
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
Frank Jorgensen trustee (FORMER)1 $0$0$0 $07
SCOTT POWERS TRUSTEE1 $0$0$0 $08
SHARON CARROLL ALTERNATE TRUSTEE (FORMER)1 $0$0$0 $04
ESAI ALDAY ALTERNATE TRUSTEE1 $0$0$0 $01
TERESA POLLOCK TRUSTEE (FORMER)1 $0$0$0 $01
Sandy Humphrey TRUSTEE1 $0$0$0 $01
Kyle Brittingham TRUSTEE1 $0$0$0 $02
Ragini Gupta Alternate TRUSTEE1 $0$0$0 $01
Jim Sinclair TRUSTEE (FORMER)1 $0$0$0 $01
Brian Caufield Alternate Trustee (FORMER)1 $0$0$0 $02
SUSAN KORENKOV TRUSTEE1 $0$0$0 $01
JERAD COINE ALTERNATE TRUSTEE1 $0$0$0 $01
ALY GIDEON ALTERNATE TRUSTEE1 $0$0$0 $01
SHAYLON LOVELL ALTERNATE TRUSTEE1 $0$0$0 $02
2021 · 14 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sean Hammond TRUSTEE1 $0$0$0 $010
DAN CLAY TRUSTEE1 $0$0$0 $03
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
Frank Jorgensen trustee1 $0$0$0 $07
SCOTT POWERS TRUSTEE1 $0$0$0 $08
SHARON CARROLL ALTERNATE TRUSTEE1 $0$0$0 $04
ESAI ALDAY ALTERNATE TRUSTEE1 $0$0$0 $01
TERESA POLLOCK TRUSTEE1 $0$0$0 $01
Sandy Humphrey TRUSTEE1 $0$0$0 $01
Kyle Brittingham TRUSTEE1 $0$0$0 $02
Ragini Gupta Alternate TRUSTEE1 $0$0$0 $01
Jim Sinclair TRUSTEE1 $0$0$0 $01
Brian Caufield Alternate Trustee1 $0$0$0 $02
2020 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sean Hammond TRUSTEE1 $0$0$0 $010
DAN CLAY TRUSTEE1 $0$0$0 $03
TERESA POLLOCK TRUSTEE1 $0$0$0 $01
SANDY HUMPHREY TRUSTEE1 $0$0$0 $01
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
frank jorgensen trustee1 $0$0$0 $07
JIM SINCLAIR Trustee1 $0$0$0 $01
KYLE BRITTINGHAM TRUSTEE1 $0$0$0 $02
scott powers trustee1 $0$0$0 $08
ESAI ALDAY Alternate Trustee1 $0$0$0 $01
RAGINI GUPTA Alternate Trustee1 $0$0$0 $01
SHARON CARROLL ALTERNATE TRUSTEE1 $0$0$0 $04
2019 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SEAN HAMMOND TRUSTEE1 $0$0$0 $010
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN TRUSTEE1 $0$0$0 $020
FRANK JORGENSEN TRUSTEE1 $0$0$0 $07
KYLE BRITTINGHAM TRUSTEE1 $0$0$0 $02
SCOTT POWERS TRUSTEE1 $0$0$0 $08
ESAI ALDAY ALTERNATE TRUSTEE1 $0$0$0 $01
RAGINI GUPTA Alternate Trustee1 $0$0$0 $01
TERESA POLLOCK Alternate Trustee1 $0$0$0 $01
SHARON CARROLL ALTERNATE TRUSTEE1 $0$0$0 $04
DAN CLAY TRUSTEE1 $0$0$0 $03
2018 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sean Hammond TRUSTEE1 $0$0$0 $010
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
KEVIN BILLMAN TRUSTEE1 $0$0$0 $02
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
frank jorgensen trustee1 $0$0$0 $07
Jeff Cuellar Trustee1 $0$0$0 $01
Katie Walter TRUSTEE1 $0$0$0 $01
scott powers trustee1 $0$0$0 $08
Lisa Dupell Loucks Alternate Trustee1 $0$0$0 $01
Renae Miller Alternate Trustee1 $0$0$0 $01
SHARON CARROL ALTERNATE TRUSTEE1 $0$0$0 $01
2017 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Sean Hammond TRUSTEE1 $0$0$0 $010
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
KEVIN BILLMAN TRUSTEE1 $0$0$0 $02
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
BRENT BOHN trustee1 $0$0$0 $020
frank jorgensen trustee1 $0$0$0 $07
Jeff Cuellar Trustee1 $0$0$0 $01
Katie Walter TRUSTEE1 $0$0$0 $01
scott powers trustee1 $0$0$0 $08
Lisa Dupell Loucks Alternate Trustee1 $0$0$0 $01
Renae Miller Alternate Trustee1 $0$0$0 $01
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CINDY THORNTON TRUSTEE1 $0$0$0 $05
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
kevin billman TRUSTEE1 $0$0$0 $02
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
Brent Bohn trustee1 $0$0$0 $020
frank jorgensen trustee1 $0$0$0 $07
LYNDA HART TRUSTEE1 $0$0$0 $02
LISA dupell LOUCKS ALTERNATE TRUSTEE1 $0$0$0 $01
sean hammond alternate trustee1 $0$0$0 $010
JEFF CUELLAR ALTERNATE TRUSTEE1 $0$0$0 $01
Katie Walter TRUSTEE1 $0$0$0 $01
scott powers trustee1 $0$0$0 $08
2014 · 14 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CINDY THORNTON TRUSTEE1 $0$0$0 $05
BOB MCLAUCHLIN ALTERNATE TRUSTEE1 $0$0$0 $03
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
kevin billman TRUSTEE1 $0$0$0 $02
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
Brent Bohn trustee1 $0$0$0 $020
frank jorgensen trustee1 $0$0$0 $07
LYNDA HART TRUSTEE1 $0$0$0 $02
LISA DUPELL ALTERNATE TRUSTEE1 $0$0$0 $02
sean hammond alternate trustee1 $0$0$0 $010
JEFF CUELLAR ALTERNATE TRUSTEE1 $0$0$0 $01
JENNIFER MONTGOMERY TRUSTEE1 $0$0$0 $02
scott powers trustee1 $0$0$0 $08
2012 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CINDY THORNTON TRUSTEE1 $0$0$0 $05
STEVEN ERDMANN TRUSTEE - former1 $0$0$0 $01
SCOTT POWERS TRUSTEE1 $0$0$0 $08
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
kevin billman TRUSTEE1 $0$0$0 $02
KAY NELSON TRUSTEE1 $0$0$0 $01
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
Brent Bohn trustee1 $0$0$0 $020
Jennifer Montgomery trustee1 $0$0$0 $02
frank jorgensen trustee1 $0$0$0 $07
2011 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CINDY THORNTON TRUSTEE1 $0$0$0 $05
STEVEN ERDMANN TRUSTEE1 $0$0$0 $01
SCOTT POWERS TRUSTEE1 $0$0$0 $08
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
kevin billman TRUSTEE1 $0$0$0 $02
KAY NELSON TRUSTEE1 $0$0$0 $01
MIKE MARSHALL TRUSTEE1 $0$0$0 $01
Brent Bohn trustee1 $0$0$0 $020
Jennifer Montgomery trustee1 $0$0$0 $02
2010 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CINDY THORNTON TRUSTEE1 $0$0$0 $05
STEVEN ERDMANN TRUSTEE1 $0$0$0 $01
SCOTT POWERS TRUSTEE1 $0$0$0 $08
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
kevin billman TRUSTEE1 $0$0$0 $02
KAY NELSON TRUSTEE1 $0$0$0 $01
KEN SPRAY TRUSTEE1 $0$0$0 $02
Brent Bohn trustee1 $0$0$0 $020
Jennifer Montgomery trustee1 $0$0$0 $02
2009 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CINDY THORNTON TRUSTEE1 $0$0$0 $05
jennifer post TRUSTEE1 $0$0$0 $01
STEVEN ERDMANN TRUSTEE1 $0$0$0 $01
DAVID JOHNS TRUSTEE1 $0$0$0 $02
SCOTT POWERS TRUSTEE1 $0$0$0 $08
DAN CLAY TRUSTEE1 $0$0$0 $03
JEFF ANDERSON TRUSTEE1 $0$0$0 $02
kevin billman TRUSTEE1 $0$0$0 $02
KAY NELSON TRUSTEE1 $0$0$0 $01
KEN SPRAY TRUSTEE1 $0$0$0 $02

Highest-paid independent contractors

2024 · 5 contractors · $8.2M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$4,148,351
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,611,442
Innovative Care Management IncPORTLAND, ORClaims Management$1,035,477
OPTUM RX INCSCHAUMBURG, ILPPO PROVIDER$228,023
Milliman IncSEATTLE, WAActuary$219,759
2023 · 5 contractors · $7.8M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$3,966,940
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,436,082
Innovative Care Management IncPORTLAND, ORClaims Management$995,424
J ThayerWILSONVILLE, ORPRINTING SERVICES$191,635
OPTUM RX INCSCHAUMBURG, ILPPO PROVIDER$169,171
2022 · 5 contractors · $7.2M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$3,772,594
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,222,188
Innovative Care Management IncPORTLAND, ORClaims Management$899,632
RAEL LETSONSEATTLE, WAACTUARY$157,082
ACTIVERADARPLEASANTON, CACLAIMS ADMINISTRATOR$143,416
2021 · 5 contractors · $6.7M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$3,451,340
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,023,738
Innovative Care Management IncPORTLAND, ORClaims Management$833,891
MAGELLAN RX MANAGEMENTPHOENIX, AZPHARMACY BEN. MGMT$260,973
ACTIVERADARPLEASANTON, CACLAIMS ADMINISTRATOR$160,781
2020 · 5 contractors · $6.9M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$3,393,342
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,148,073
Innovative Care Management IncPORTLAND, ORClaims Management$924,448
THE SEGAL COMPANYSAN FRANCISCO, CACONSULTANT$284,975
ACTIVERADAR SW HOLDINGS INCGOLD RIVER, CACLAIMS ADMINISTRATOR$171,289
2019 · 5 contractors · $7.2M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$3,475,797
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,124,461
Innovative Care Management IncMILWAUKIE, ORClaims Management$876,238
Envision Pharmaceutical Services LTWINSBURG, OHPharmacy Provider$472,947
LOOMIS SAYLESORLANDO, CAINVESTMENT ADVISORY$213,763
2018 · 5 contractors · $7.1M
NameLocationServicePaid
Zenith American SolutionsTUALATIN, ORContract Admin.$3,499,979
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$2,055,374
Innovative Care Management IncPORTLAND, ORClaims Management$891,147
Envision RXTWINSBURG, OHPharmacy Provider$399,922
CLEAR HEALTH STRATEGIES LLCNAPERVILLE, ILCLAIMS ADMINISTRATOR$267,752
2017 · 5 contractors · $8.0M
NameLocationServicePaid
Regence Bluecross BlueshieldPORTLAND, ORPPO Provider$4,170,220
Zenith American SolutionsTUALATIN, ORContract Admin.$2,717,155
Innovative Care Management IncPORTLAND, ORClaims Management$478,888
Envision Pharmaceutical Services LTWINSBURG, OHPharmacy Provider$467,018
ACTIVERADARPLEASANTON, CARecordkeeping$206,041
2016 · 5 contractors · $7.1M
NameLocationServicePaid
regence bluecross blueshieldPORTLAND, ORppo provider$4,604,748
ZENITH AMERICAN SOLUTIONSTUALATIN, ORCONTRACT ADMIN.$1,589,622
ENVISION PHARMACEUTICAL SERVICES LTWINSBURG, OHPHARMACY PROVIDER$537,241
LOOMIS SAYLES CO LPBOSTON, MAINVESTMENT MGR.$220,064
jthayer companyLAKE OSWEGO, ORPRINTING & OFC SUPPL$162,203
2014 · 4 contractors · $7.2M
NameLocationServicePaid
regence bluecross blueshieldPORTLAND, ORppo provider admin.$4,925,420
ASSOCIATED THIRD PARTY ADMINISTRATOTUALATIN, ORCONTRACT ADMIN.$1,471,164
ENVISION PHARMACEUTICAL SERVICES LTWINSBURG, OHPHARMACY PROVIDER$626,800
segal companySAN FRANCISCO, CAactuary & consulting$159,656
2012 · 5 contractors · $3.1M
NameLocationServicePaid
regence blue cross blue shield of cPORTLAND, ORppo provider admin.$2,176,082
ASSOCIATED THIRD PARTY ADMINISTRATOTUALATIN, ORCONTRACT ADMIN.$463,737
express scriptsBLOOMINGTON, MNclaims cost control$209,987
segal companySAN FRANCISCO, CAactuary$141,738
millimanSAN FRANCISCO, CAactuary$137,712
2011 · 1 contractor · $514K
NameLocationServicePaid
ASSOCIATED THIRD PARTY ADMINISTRATOTUALATIN, ORCONTRACT ADMIN.$514,450
2010 · 3 contractors · $3.1M
NameLocationServicePaid
REGENCE BLUECROSS BLUESHIELDPORTLAND, ORPPO PROVIDER ADMIN.$2,354,864
ASSOCIATED THIRD PARTY ADMINISTRATOTUALATIN, ORCONTRACT ADMIN.$480,582
EXPRESS SCRIPTSBLOOMINGTON, MNCLAIMS COST CONTROL$231,585
2009 · 3 contractors · $3.1M
NameLocationServicePaid
REGENCE BLUECROSS BLUESHIELDPORTLAND, ORPPO PROVIDER ADMIN.$2,335,074
ASSOCIATED THIRD PARTY ADMINISTRATOTUALATIN, ORCONTRACT ADMIN.$517,522
EXPRESS SCRIPTSBLOOMINGTON, MNCLAIMS COST CONTROL$248,651

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$127,592,267$172,979,743 $145,833,059$94,055,154 $0$126,270,238 $000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$154,826,095$144,691,249 $175,227,853$132,794,537 $0$153,934,686 $000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$154,860,235$152,946,667 $156,665,753$116,658,759 $0$155,134,210 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$139,931,447$139,795,441 $148,467,269$111,806,940 $0$138,692,794 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$133,117,759$140,692,450 $151,793,952$117,910,717 $0$124,624,469 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$53,026,015$133,423,403 $160,650,818$129,170,362 $0$48,680,019 $000
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$154,912,385$137,110,589 $238,470,001$204,494,362 $0$154,175,535 $000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$163,972,564$129,692,407 $209,460,031$178,177,527 $0$161,399,344 $000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$155,888,940$119,755,925 $173,724,680$145,690,198 $0$154,178,153 $000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$141,667,973$117,635,570 $111,239,937$85,120,567 $0$141,079,091 $000
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$39,150,898$35,335,918 $69,304,370$43,566,438 $0$38,683,279 $000
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$38,847,895$36,012,962 $29,582,281$20,768,469 $0$38,345,636 $000
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$40,096,803$33,883,399 $27,210,026$17,944,866 $0$39,717,533 $000
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$43,592,298$32,193,921 $19,854,935$11,569,835 $0$43,305,383 $000

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 · $172,979,743 spent · pay $0 · grants $0 · events $47,821
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $170,033,822--- 98.3%
Fees: management $1,429,794--- 0.8%
Office expenses $512,073--- 0.3%
Fees: other services $398,363--- 0.2%
Fees: investment management $302,435--- 0.2%
Insurance $107,308--- 0.1%
Other (as described)PCORI FEES $52,251--- 0.0%
Fees: accounting $49,564--- 0.0%
Conferences, conventions and meetings $47,821--- 0.0%
Fees: legal $46,312--- 0.0%
Total$172,979,743100%

View the filing

2023 · Form 990 · $144,691,249 spent · pay $0 · grants $0 · events $51,082
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $141,653,746--- 97.9%
Fees: management $1,365,641--- 0.9%
Office expenses $785,408--- 0.5%
Fees: other services $330,456--- 0.2%
Fees: investment management $297,449--- 0.2%
Insurance $66,656--- 0.0%
Conferences, conventions and meetings $51,082--- 0.0%
Fees: accounting $49,377--- 0.0%
Fees: legal $47,064--- 0.0%
Other (as described)PCORI FEES $44,370--- 0.0%
Total$144,691,249100%

View the filing

2022 · Form 990 · $152,946,667 spent · pay $0 · grants $0 · events $43,438
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $149,860,971--- 98.0%
Fees: management $1,362,233--- 0.9%
Office expenses $735,804--- 0.5%
Fees: other services $408,940--- 0.3%
Fees: investment management $285,946--- 0.2%
Insurance $131,672--- 0.1%
Fees: legal $45,600--- 0.0%
Conferences, conventions and meetings $43,438--- 0.0%
Other (as described)PCORI FEES $38,033--- 0.0%
Fees: accounting $34,030--- 0.0%
Total$152,946,667100%

View the filing

2021 · Form 990 · $139,795,441 spent · pay $0 · grants $0 · events $10,904
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $137,134,521--- 98.1%
Fees: management $1,225,691--- 0.9%
Office expenses $608,929--- 0.4%
Fees: other services $340,900--- 0.2%
Fees: investment management $286,976--- 0.2%
Insurance $62,566--- 0.0%
Fees: legal $45,600--- 0.0%
Fees: accounting $40,390--- 0.0%
Other (as described)PCORI FEES $38,964--- 0.0%
Conferences, conventions and meetings $10,904--- 0.0%
Total$139,795,441100%

View the filing

2020 · Form 990 · $140,692,450 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $137,824,449--- 98.0%
Fees: management $1,243,514--- 0.9%
Office expenses $685,822--- 0.5%
Fees: other services $439,814--- 0.3%
Fees: investment management $310,781--- 0.2%
Insurance $68,833--- 0.0%
Fees: legal $45,600--- 0.0%
Other (as described)PCORI FEES $37,452--- 0.0%
Fees: accounting $36,185--- 0.0%
Total$140,692,450100%

View the filing

2019 · Form 990 · $133,423,403 spent · pay $0 · grants $0 · events $10,236
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $130,875,498--- 98.1%
Fees: management $1,231,357--- 0.9%
Fees: investment management $426,124--- 0.3%
Office expenses $379,716--- 0.3%
Fees: other services $298,540--- 0.2%
Insurance $71,058--- 0.1%
Fees: legal $47,500--- 0.0%
Fees: accounting $45,887--- 0.0%
Other (as described)PCORI FEES $37,487--- 0.0%
Conferences, conventions and meetings $10,236--- 0.0%
Total$133,423,403100%

View the filing

2018 · Form 990 · $137,110,589 spent · pay $0 · grants $0 · events $30,783
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $134,083,266--- 97.8%
Fees: management $1,239,271--- 0.9%
Office expenses $643,711--- 0.5%
Fees: other services $485,606--- 0.4%
Fees: investment management $394,192--- 0.3%
Fees: accounting $80,146--- 0.1%
Insurance $71,706--- 0.1%
Fees: legal $43,350--- 0.0%
Other (as described)PCORI FEES $38,558--- 0.0%
Conferences, conventions and meetings $30,783--- 0.0%
Total$137,110,589100%

View the filing

2017 · Form 990 · $129,692,407 spent · pay $0 · grants $0 · events $54,995
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $127,122,695--- 98.0%
Fees: management $1,347,600--- 1.0%
Fees: investment management $329,616--- 0.3%
Fees: other services $320,388--- 0.2%
Office expenses $284,345--- 0.2%
Insurance $81,556--- 0.1%
Fees: legal $60,644--- 0.0%
Fees: accounting $56,171--- 0.0%
Conferences, conventions and meetings $54,995--- 0.0%
Other (as described)PCORI FEES $34,397--- 0.0%
Total$129,692,407100%

View the filing

2016 · Form 990 · $119,755,925 spent · pay $0 · grants $0 · events $20,421
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $116,927,826--- 97.6%
Fees: management $1,193,220--- 1.0%
Other (as described)TRANSITIONAL REINSURANCE FEES $422,712--- 0.4%
Office expenses $417,661--- 0.3%
Fees: other services $281,115--- 0.2%
Fees: investment management $253,448--- 0.2%
Fees: legal $83,098--- 0.1%
Insurance $72,984--- 0.1%
Fees: accounting $48,659--- 0.0%
Other (as described)PCORI FEES $34,781--- 0.0%
Conferences, conventions and meetings $20,421--- 0.0%
Total$119,755,925100%

View the filing

2014 · Form 990 · $117,635,570 spent · pay $0 · grants $0 · events $17,017
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $114,599,722--- 97.4%
Fees: management $1,043,781--- 0.9%
Other (as described)TRANSITIONAL REINSURANCE FEES $980,504--- 0.8%
Office expenses $329,612--- 0.3%
Fees: other services $275,277--- 0.2%
Fees: accounting $141,445--- 0.1%
Fees: investment management $93,207--- 0.1%
Insurance $55,776--- 0.0%
Fees: legal $50,870--- 0.0%
Other (as described)PCORI FEES $48,359--- 0.0%
Conferences, conventions and meetings $17,017--- 0.0%
Total$117,635,570100%

View the filing

2012 · Form 990 · $35,335,918 spent · pay $0 · grants $0 · events $21,686
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $34,356,322--- 97.2%
Fees: management $387,116--- 1.1%
Fees: other services $279,450--- 0.8%
Fees: investment management $101,814--- 0.3%
Office expenses $101,176--- 0.3%
Fees: accounting $42,001--- 0.1%
Insurance $25,148--- 0.1%
Conferences, conventions and meetings $21,686--- 0.1%
Fees: legal $21,205--- 0.1%
Total$35,335,918100%

View the filing

2011 · Form 990 · $36,012,962 spent · pay $0 · grants $0 · events $21,541
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $35,234,653--- 97.8%
Fees: management $373,097--- 1.0%
Fees: other services $167,478--- 0.5%
Fees: investment management $84,818--- 0.2%
Office expenses $48,889--- 0.1%
Fees: accounting $35,044--- 0.1%
Fees: legal $24,000--- 0.1%
Insurance $23,442--- 0.1%
Conferences, conventions and meetings $21,541--- 0.1%
Total$36,012,962100%

View the filing

2010 · Form 990 · $33,883,399 spent · pay $0 · grants $0 · events $24,241
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $33,038,692--- 97.5%
Fees: management $346,118--- 1.0%
Fees: other services $208,684--- 0.6%
Office expenses $113,376--- 0.3%
Fees: accounting $54,807--- 0.2%
Fees: investment management $41,722--- 0.1%
Insurance $28,593--- 0.1%
Fees: legal $27,166--- 0.1%
Conferences, conventions and meetings $24,241--- 0.1%
Total$33,883,399100%

View the filing

2009 · Form 990 · $32,193,921 spent · pay $0 · grants $0 · events $9,891
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $31,525,763--- 97.9%
Fees: management $365,413--- 1.1%
Fees: other services $108,620--- 0.3%
Office expenses $91,854--- 0.3%
Insurance $25,003--- 0.1%
Fees: accounting $24,692--- 0.1%
Fees: investment management $21,685--- 0.1%
Fees: legal $21,000--- 0.1%
Conferences, conventions and meetings $9,891--- 0.0%
Total$32,193,921100%

View the filing