PIPE FITTERS WELFARE FUND LOCAL 597
2024 · Form 990 · revenue $195.8M · expenses $190.0M · assets $342.1M
- EIN
- 36-2141703
- Address
- 45 N OGDEN AVE, CHICAGO, IL 60607-1813
- Website
- WWW.PF597.ORG
- NTEE code
- -
- Subsection
- 501(c)(9)
- Ruling year
- 1965
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE HEALTH BENEFITS TO THE ELIGIBLE PARTICIPANTS AND DEPENDENTS OF PIPE FITTERS' WELFARE FUND, LOCAL 597.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
13 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 |
|---|---|---|---|---|---|
| Christopher Hernandez | TRUSTEE | 2016-2024 | $511,938 | $3,528,894 | 3 |
| Nichole Linhardt | ADMINISTRATOR | 2014-2024 | $318,051 | $2,887,800 | 1 |
| Dennis Hahney | TRUSTEE | 2021-2024 | $389,963 | $1,408,965 | 3 |
| Timothy Gillooley | TRUSTEE | 2022-2024 | $379,346 | $1,100,597 | 3 |
| Joseph Vellenga Jr | TRUSTEE | 2023-2024 | $373,221 | $743,170 | 2 |
| Kevin Morrissey (former) | TRUSTEE (PAST) | 2011-2022 | $314,334 | $4,197,026 | 5 |
| Michael Maloney (former) | TRUSTEE (PAST) | 2012-2022 | $154,877 | $3,135,398 | 3 |
| Thomas Kotel (former) | TRUSTEE (PAST) | 2010-2021 | $149,062 | $3,049,415 | 4 |
| James Buchanan (former) | TRUSTEE (PAST) | 2010-2016 | $299,178 | $1,893,717 | 4 |
| Joseph Barrett (former) | ASSISTANT ADMINISTRATOR | 2010-2017 | $227,620 | $1,816,516 | 1 |
| Peter Driscoll (former) | ADMINISTRATOR - PAST | 2010-2013 | $333,611 | $1,174,087 | 1 |
| Gregory Watson (former) | TRUSTEE - PAST | 2010-2012 | $0 | $598,122 | 3 |
| Monte Kimes (former) | TRUSTEE (PAST) | 2022-2023 | $276,471 | $576,964 | 4 |
Unpaid officers and directors · 10 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| John Rayburn | TRUSTEE | 2021-2024 | 6 |
| Brian Helm | TRUSTEE | 2020-2024 | 8 |
| Marc Pittas | TRUSTEE | 2010-2024 | 5 |
| Kathy Mccauley | TRUSTEE | 2018-2024 | 2 |
| Jill Mccall (former) | TRUSTEE (PAST) | 2017-2021 | 5 |
| John Curran (former) | TRUSTEE (PAST) | 2010-2020 | 3 |
| Stephen Lamb (former) | TRUSTEE (PAST) | 2010-2018 | 4 |
| Gregory Kroh (former) | TRUSTEE (PAST) | 2012-2017 | 4 |
| Frederick Oyer (former) | TRUSTEE - PAST | 2010-2012 | 2 |
| John Kuszynski (former) | TRUSTEE - PAST | 2010-2011 | 3 |
People by year
2024 · 9 people listed · 5 paid, $2.0M · 116 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $348,472 | $163,466 | $511,938 | 3 |
| DENNIS HAHNEY | TRUSTEE | 1 | $0 | $249,687 | $140,276 | $389,963 | 3 |
| TIMOTHY GILLOOLEY | TRUSTEE | 1 | $0 | $240,422 | $138,924 | $379,346 | 3 |
| JOSEPH VELLENGA JR | TRUSTEE | 1 | $0 | $234,297 | $138,924 | $373,221 | 2 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $275,578 | $0 | $42,473 | $318,051 | 1 |
| BRIAN HELM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHY MCCAULEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN RAYBURN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2023 · 10 people listed · 6 paid, $2.2M · 127 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $342,962 | $158,709 | $501,671 | 3 |
| DENNIS HAHNEY | TRUSTEE | 1 | $0 | $249,557 | $136,716 | $386,273 | 3 |
| TIMOTHY GILLOOLEY | TRUSTEE | 1 | $0 | $239,337 | $135,364 | $374,701 | 3 |
| JOSEPH VELLENGA JR | TRUSTEE (NEW) | 1 | $0 | $234,585 | $135,364 | $369,949 | 2 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $276,146 | $0 | $42,405 | $318,551 | 1 |
| MONTE KIMES | TRUSTEE (PAST) | 1 | $0 | $195,515 | $80,956 | $276,471 | 4 |
| BRIAN HELM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHY MCCAULEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN RAYBURN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2022 · 11 people listed · 7 paid, $2.2M · 158 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $276,243 | $142,628 | $418,871 | 3 |
| DENNIS HAHNEY | TRUSTEE | 1 | $0 | $235,497 | $132,953 | $368,450 | 3 |
| TIMOTHY GILLOOLEY | TRUSTEE (NEW) | 1 | $0 | $216,687 | $129,863 | $346,550 | 3 |
| KEVIN MORRISSEY | TRUSTEE (PAST) | 1 | $0 | $224,344 | $89,990 | $314,334 | 5 |
| MONTE KIMES | TRUSTEE (NEW) | 1 | $0 | $221,202 | $79,291 | $300,493 | 4 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $236,159 | $0 | $42,493 | $278,652 | 1 |
| MICHAEL MALONEY | TRUSTEE (PAST) | 10 | $97,317 | $15,216 | $42,344 | $154,877 | 3 |
| BRIAN HELM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHY MCCAULEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN RAYBURN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2021 · 11 people listed · 6 paid, $1.8M · 163 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $303,743 | $155,844 | $459,587 | 5 |
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $224,358 | $133,681 | $358,039 | 3 |
| MICHAEL MALONEY | TRUSTEE | 10 | $189,417 | $26,416 | $85,832 | $301,665 | 3 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $235,608 | $0 | $34,080 | $269,688 | 1 |
| DENNIS HAHNEY | TRUSTEE (NEW) | 1 | $0 | $134,191 | $130,088 | $264,279 | 3 |
| THOMAS KOTEL | TRUSTEE (PAST) | 1 | $0 | $86,908 | $62,154 | $149,062 | 4 |
| JILL MCCALL | TRUSTEE (PAST) | 1 | $0 | $0 | $0 | $0 | 5 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHY MCCAULEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN HELM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| JOHN RAYBURN | TRUSTEE (NEW) | 1 | $0 | $0 | $0 | $0 | 6 |
2020 · 10 people listed · 5 paid, $1.8M · 150 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $290,286 | $163,979 | $454,265 | 5 |
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $218,627 | $138,919 | $357,546 | 3 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $205,446 | $137,162 | $342,608 | 4 |
| MICHAEL MALONEY | TRUSTEE | 10 | $219,380 | $22,555 | $99,534 | $341,469 | 3 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $234,728 | $0 | $43,551 | $278,279 | 1 |
| JILL MCCALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN CURRAN | TRUSTEE (PAST) | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHY MCCAULEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN HELM | TRUSTEE (NEW) | 1 | $0 | $0 | $0 | $0 | 8 |
2019 · 9 people listed · 5 paid, $1.7M · 160 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $299,659 | $144,374 | $444,033 | 5 |
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $227,678 | $124,053 | $351,731 | 3 |
| MICHAEL MALONEY | TRUSTEE | 10 | $210,745 | $35,520 | $95,175 | $341,440 | 3 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $212,475 | $122,566 | $335,041 | 4 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $225,597 | $0 | $42,418 | $268,015 | 1 |
| JILL MCCALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHY MCCAULEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 10 people listed · 5 paid, $1.7M · 164 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $294,211 | $154,626 | $448,837 | 5 |
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $229,242 | $131,276 | $360,518 | 3 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $212,428 | $129,493 | $341,921 | 4 |
| MICHAEL MALONEY | TRUSTEE | 10 | $207,286 | $39,770 | $93,251 | $340,307 | 3 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $202,090 | $0 | $41,446 | $243,536 | 1 |
| JILL MCCALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE (PAST) | 1 | $0 | $0 | $0 | $0 | 4 |
| KATHY MCCAULEY | TRUSTEE (NEW) | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 11 people listed · 6 paid, $1.9M · 165 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $291,678 | $143,741 | $435,419 | 5 |
| CHRISTOPHER HERNANDEZ | TRUSTEE | 1 | $0 | $224,190 | $122,959 | $347,149 | 3 |
| MICHAEL MALONEY | TRUSTEE | 10 | $205,499 | $38,228 | $91,094 | $334,821 | 3 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $207,456 | $121,338 | $328,794 | 4 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $201,800 | $0 | $40,849 | $242,649 | 1 |
| JOSEPH BARRETT | ASSISTANT ADMINISTRATOR | 20 | $178,934 | $0 | $48,686 | $227,620 | 1 |
| JILL MCCALL | TRUSTEE (NEW) | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| GREGORY KROH | TRUSTEE (PAST) | 1 | $0 | $0 | $0 | $0 | 4 |
2016 · 11 people listed · 7 paid, $2.1M · 156 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $250,247 | $128,990 | $379,237 | 5 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $206,687 | $118,705 | $325,392 | 4 |
| CHRISTOPHER HERNANDEZ | TRUSTEE (NEW) | 1 | $0 | $204,998 | $116,433 | $321,431 | 3 |
| JAMES BUCHANAN | TRUSTEE (PAST) | 1 | $0 | $217,941 | $81,237 | $299,178 | 4 |
| JOSEPH BARRETT | ASSISTANT ADMINISTRATOR | 20 | $228,168 | $0 | $54,434 | $282,602 | 1 |
| MICHAEL MALONEY | TRUSTEE | 10 | $177,162 | $36,457 | $67,892 | $281,511 | 3 |
| NICHOLE LINHARDT | ADMINISTRATOR | 20 | $203,787 | $0 | $37,674 | $241,461 | 1 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| GREGORY KROH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2015 · 10 people listed · 6 paid, $1.8M · 176 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES BUCHANAN | TRUSTEE | 1 | $0 | $269,561 | $130,012 | $399,573 | 4 |
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $205,022 | $111,706 | $316,728 | 5 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $196,583 | $110,219 | $306,802 | 4 |
| JOSEPH BARRETT | ADMINISTRATOR | 20 | $214,243 | $0 | $54,428 | $268,671 | 1 |
| MICHAEL MALONEY | TRUSTEE | 10 | $171,786 | $27,369 | $64,252 | $263,407 | 3 |
| NICHOLE LINHARDT | ASSISTANT ADMINISTRATOR | 20 | $182,570 | $0 | $36,167 | $218,737 | 1 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| GREGORY KROH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2014 · 10 people listed · 6 paid, $1.8M · 195 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES BUCHANAN | TRUSTEE | 1 | $0 | $268,857 | $140,666 | $409,523 | 4 |
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $203,643 | $119,540 | $323,183 | 5 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $197,785 | $117,783 | $315,568 | 4 |
| MICHAEL MALONEY | TRUSTEE | 10 | $169,415 | $30,938 | $63,868 | $264,221 | 3 |
| JOSEPH BARRETT | ADMINISTRATOR | 20 | $204,633 | $0 | $53,999 | $258,632 | 1 |
| NICHOLE LINHARDT | ASSISTANT ADMINISTRATOR | 20 | $175,000 | $0 | $35,181 | $210,181 | 1 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| GREGORY KROH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2013 · 10 people listed · 6 paid, $1.8M · 175 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES BUCHANAN | TRUSTEE | 1 | $0 | $264,637 | $125,248 | $389,885 | 4 |
| PETER DRISCOLL | ADMINISTRATOR - PAST | 20 | $273,572 | $0 | $60,039 | $333,611 | 1 |
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $200,004 | $107,714 | $307,718 | 5 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $193,241 | $106,227 | $299,468 | 4 |
| MICHAEL MALONEY | TRUSTEE | 10 | $168,288 | $26,141 | $61,327 | $255,756 | 3 |
| JOSEPH BARRETT | ADMINISTRATOR - NEW | 20 | $165,845 | $0 | $60,039 | $225,884 | 1 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| GREGORY KROH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2012 · 12 people listed · 6 paid, $1.8M · 176 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES BUCHANAN | TRUSTEE | 1 | $0 | $262,727 | $132,831 | $395,558 | 4 |
| KEVIN MORRISSEY | TRUSTEE | 1 | $0 | $201,068 | $112,617 | $313,685 | 5 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $193,494 | $111,265 | $304,759 | 4 |
| PETER DRISCOLL | ADMINISTRATOR | 20 | $255,259 | $0 | $36,246 | $291,505 | 1 |
| MICHAEL MALONEY | TRUSTEE - NEW | 10 | $163,928 | $29,452 | $62,544 | $255,924 | 3 |
| JOSEPH BARRETT | IT MANAGER | 6 | $157,215 | $0 | $36,246 | $193,461 | 1 |
| GREGORY WATSON | TRUSTEE - PAST | 10 | $0 | $0 | $0 | $0 | 3 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| FREDERICK OYER | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 2 |
| GREGORY KROH | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 4 |
2011 · 11 people listed · 3 paid, $831K · 162 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GREGORY WATSON | TRUSTEE | 10 | $318,686 | $0 | $51,402 | $370,088 | 3 |
| PETER DRISCOLL | ADMINISTRATOR | 20 | $245,195 | $0 | $35,203 | $280,398 | 1 |
| JOSEPH BARRETT | IT MANAGER | 6 | $145,702 | $0 | $35,203 | $180,905 | 1 |
| JAMES BUCHANAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| FREDERICK OYER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN MORRISSEY | TRUSTEE - NEW | 1 | $0 | $0 | $0 | $0 | 5 |
| JOHN KUSZYNSKI | TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 3 |
2010 · 10 people listed · 3 paid, $675K · 155 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PETER DRISCOLL | ADMINISTRATOR | 20 | $235,264 | $0 | $33,309 | $268,573 | 1 |
| GREGORY WATSON | TRUSTEE | 10 | $180,203 | $0 | $47,831 | $228,034 | 3 |
| JOSEPH BARRETT | IT MANAGER | 6 | $145,432 | $0 | $33,309 | $178,741 | 1 |
| JAMES BUCHANAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| THOMAS KOTEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN KUSZYNSKI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOHN CURRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARC PITTAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN LAMB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| FREDERICK OYER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
2024 · 5 contractors · $5.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $4,085,323 |
| JOHNSON & KROL | CHICAGO, IL | ATTORNEY | $333,504 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $331,659 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | BALTIMORE, MD | INFORMATION TECHNOLOGY | $293,032 |
| RX SAVINGS SOLUTIONS | OVERLAND PARK, KS | PRESCRIPTION SERVICES | $246,040 |
2023 · 5 contractors · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $2,912,592 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $308,460 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | BALTIMORE, MD | INFORMATION TECHNOLOGY | $299,034 |
| RX SAVINGS SOLUTIONS | OVERLAND PARK, KS | PRESCRIPTION SERVICES | $265,075 |
| JOHNSON & KROL | CHICAGO, IL | ATTORNEY | $235,882 |
2022 · 5 contractors · $4.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $2,912,088 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $334,858 |
| MEDICAL COST MANAGEMENT CORP | CHICAGO, IL | HEALTH & MEDICAL | $300,625 |
| JOHNSON & KROL | CHICAGO, IL | ATTORNEY | $300,496 |
| BRIDGEWAY BENEFIT TECHNOLOGIES LLC | BALTIMORE, MD | INFORMATION TECHNOLOGY | $240,923 |
2021 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $2,649,646 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $362,238 |
| MEDICAL COST MANAGEMENT CORP | CHICAGO, IL | HEALTH & MEDICAL | $293,642 |
| JOHNSON & KROL | CHICAGO, IL | ATTORNEY | $257,319 |
| BASYS | BALTIMORE, MD | INFORMATION TECHNOLOGY | $227,625 |
2020 · 5 contractors · $3.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $2,569,475 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $354,660 |
| JOHNSON & KROL | CHICAGO, IL | ATTORNEY | $331,198 |
| MEDICAL COST MANAGEMENT CORP | CHICAGO, IL | HEALTH & MEDICAL | $303,677 |
| BASYS | BALTIMORE, MD | INFORMATION TECHNOLOGY | $230,565 |
2019 · 5 contractors · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $2,404,900 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $360,714 |
| JOHNSON & KROL | CHICAGO, IL | ATTORNEY | $316,457 |
| MEDICAL COST MANAGEMENT CORP | CHICAGO, IL | HEALTH & MEDICAL | $300,903 |
| BASYS | BALTIMORE, MD | INFORMATION TECHNOLOGY | $239,767 |
2018 · 5 contractors · $6.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $3,081,057 |
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $1,942,579 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $922,961 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $358,527 |
| BASYS | BALTIMORE, MD | INFORMATION TECHNOLOGY | $218,991 |
2017 · 5 contractors · $6.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $3,143,218 |
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $1,397,041 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $945,373 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $353,818 |
| BASYS | BALTIMORE, MD | INFORMATION TECHNOLOGY | $279,397 |
2016 · 5 contractors · $5.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $3,249,580 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $893,629 |
| MARATHON HEALTH | WINOOSKI, VT | EMPLOYEE HEALTH PROVIDER | $834,059 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $355,411 |
| HINES & ASSOCIATES | ELGIN, IL | CASE MANAGEMENT | $236,335 |
2015 · 5 contractors · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $3,184,574 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $855,047 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $361,993 |
| HINES & ASSOCIATES | ELGIN, IL | CASE MANAGEMENT | $221,604 |
| THE SEGAL COMPANY (MIDWEST) INC | NEW YORK, NY | ACTUARIAL & CONSULTING | $221,231 |
2014 · 5 contractors · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $3,127,036 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $872,059 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $355,727 |
| JOHNSON & KROL LLC | CHICAGO, IL | LEGAL | $231,306 |
| HINES & ASSOCIATES | ELGIN, IL | CASE MANAGEMENT | $219,576 |
2013 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | PPO ACCESS PROVIDER | $2,796,074 | |
| EXPRESS SCRIPTS | DRUG CLAIM PROCESSING | $761,670 | |
| NATIONAL INVESTMENT SERVICES | INVESTMENT MANAGEMENT | $284,406 | |
| JOHNSON & KROL LLC | LEGAL | $246,698 | |
| HINES & ASSOCIATES | CASE MANAGEMENT | $184,923 |
2012 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $2,943,185 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $741,032 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $256,329 |
| JOHNSON & KROL LLC | CHICAGO, IL | LEGAL | $230,308 |
| HINES & ASSOCIATES | ELGIN, IL | CASE MANAGEMENT | $151,614 |
2011 · 5 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $2,741,050 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $870,321 |
| JOHNSON & KROL LLC | CHICAGO, IL | LEGAL | $303,293 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $230,730 |
| HINES & ASSOCIATES | ELGIN, IL | CASE MANAGEMENT | $151,257 |
2010 · 5 contractors · $4.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF ILLINOIS | CHICAGO, IL | PPO ACCESS PROVIDER | $2,633,793 |
| EXPRESS SCRIPTS | ST LOUIS, MO | DRUG CLAIM PROCESSING | $811,836 |
| JOHNSON & KROL LLC | CHICAGO, IL | LEGAL | $435,262 |
| NATIONAL INVESTMENT SERVICES | MILWAUKEE, WI | INVESTMENT MANAGEMENT | $209,004 |
| COSTIN HAMMEL AND LEAKE LLC | ORLAND PARK, IL | COMPLIANCE AUDITS | $145,700 |
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 | ||||||||
| $195,778,777 | $189,996,414 | $342,062,576 | $339,973,007 | $0 | $178,210,215 | $144,512 | 116 | 0 |
| 2023 · Form 990 | ||||||||
| $169,209,536 | $168,379,051 | $320,491,936 | $318,815,300 | $0 | $161,543,410 | $144,480 | 127 | 0 |
| 2022 · Form 990 | ||||||||
| $167,682,021 | $180,488,844 | $293,603,988 | $291,786,056 | $0 | $166,949,538 | $152,839 | 158 | 0 |
| 2021 · Form 990 | ||||||||
| $170,883,108 | $174,759,319 | $345,233,277 | $342,730,579 | $398,592 | $153,598,702 | $176,269 | 163 | 0 |
| 2020 · Form 990 | ||||||||
| $154,412,545 | $163,798,749 | $342,652,079 | $338,708,483 | $0 | $135,778,584 | $185,231 | 150 | 0 |
| 2019 · Form 990 | ||||||||
| $158,144,771 | $166,305,945 | $334,355,061 | $332,752,320 | $0 | $142,279,233 | $177,970 | 160 | 0 |
| 2018 · Form 990 | ||||||||
| $153,047,788 | $153,016,262 | $316,098,895 | $314,483,576 | $0 | $140,549,820 | $179,897 | 164 | 0 |
| 2017 · Form 990 | ||||||||
| $146,920,212 | $148,099,348 | $330,756,913 | $328,518,068 | $0 | $135,343,391 | $287,362 | 165 | 0 |
| 2016 · Form 990 | ||||||||
| $131,220,195 | $142,616,472 | $315,518,841 | $313,748,849 | $0 | $129,080,025 | $300,468 | 156 | 0 |
| 2015 · Form 990 | ||||||||
| $135,914,692 | $137,696,537 | $311,640,217 | $308,070,506 | $0 | $126,443,695 | $285,556 | 176 | 0 |
| 2014 · Form 990 | ||||||||
| $131,689,682 | $138,339,325 | $317,308,731 | $313,951,226 | $0 | $118,625,809 | $275,538 | 195 | 0 |
| 2013 · Form 990 | ||||||||
| $132,520,660 | $116,193,839 | $314,286,659 | $312,783,578 | $0 | $119,914,371 | $262,317 | 175 | 0 |
| 2012 · Form 990 | ||||||||
| $122,814,741 | $109,777,996 | $249,144,472 | $244,250,594 | $0 | $116,624,148 | $199,508 | 176 | 0 |
| 2011 · Form 990 | ||||||||
| $113,906,597 | $100,321,889 | $226,185,346 | $220,408,221 | $0 | $109,019,554 | $176,430 | 162 | 0 |
| 2010 · Form 990 | ||||||||
| $99,208,811 | $92,371,145 | $201,341,585 | $200,066,806 | $0 | $92,955,611 | $160,788 | 155 | 0 |
Funders of this organization
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Similar organizations
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Who funds organizations like this
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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 · $189,996,414 spent · pay $1,479,165 · grants $0 · events $10,774
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $186,001,877 | - | - | - | 97.9% | |
| Other salaries and wages | $859,626 | - | - | - | 0.5% | |
| Depreciation and depletion | $633,486 | - | - | - | 0.3% | |
| Fees: investment management | $388,083 | - | - | - | 0.2% | |
| Information technology | $381,606 | - | - | - | 0.2% | |
| Fees: legal | $351,980 | - | - | - | 0.2% | |
| Office expenses | $288,399 | - | - | - | 0.2% | |
| Other employee benefits | $216,248 | - | - | - | 0.1% | |
| Fees: accounting | $167,393 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $144,512 | - | - | - | 0.1% | |
| Pension plan contributions | $131,411 | - | - | - | 0.1% | |
| Payroll taxes | $127,368 | - | - | - | 0.1% | |
| Occupancy | $120,570 | - | - | - | 0.1% | |
| Other (as described) | FEES MANDATED BY ACA | $78,485 | - | - | - | 0.0% |
| Insurance | $61,611 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $16,790 | - | - | - | 0.0% |
| Other (as described) | COLLECTION COORDINATOR | $11,450 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $10,774 | - | - | - | 0.0% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $3,880 | - | - | - | 0.0% |
| Travel | $865 | - | - | - | 0.0% | |
| Total | $189,996,414 | 100% |
2023 · Form 990 · $168,379,051 spent · pay $1,387,578 · grants $0 · events $6,125
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $164,680,484 | - | - | - | 97.8% | |
| Other salaries and wages | $788,032 | - | - | - | 0.5% | |
| Depreciation and depletion | $601,631 | - | - | - | 0.4% | |
| Fees: investment management | $361,768 | - | - | - | 0.2% | |
| Information technology | $339,118 | - | - | - | 0.2% | |
| Fees: legal | $246,304 | - | - | - | 0.1% | |
| Office expenses | $245,885 | - | - | - | 0.1% | |
| Other employee benefits | $204,775 | - | - | - | 0.1% | |
| Fees: accounting | $194,303 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $144,480 | - | - | - | 0.1% | |
| Pension plan contributions | $127,108 | - | - | - | 0.1% | |
| Payroll taxes | $123,183 | - | - | - | 0.1% | |
| Occupancy | $118,477 | - | - | - | 0.1% | |
| Insurance | $72,633 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $70,302 | - | - | - | 0.0% |
| Fees: other services | $23,829 | - | - | - | 0.0% | |
| Other (as described) | COLLECTION COORDINATOR | $12,427 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $11,489 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $6,125 | - | - | - | 0.0% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $5,069 | - | - | - | 0.0% |
| Travel | $1,629 | - | - | - | 0.0% | |
| Total | $168,379,051 | 100% |
2022 · Form 990 · $180,488,844 spent · pay $1,383,644 · grants $0 · events $9,164
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $176,619,164 | - | - | - | 97.9% | |
| Other salaries and wages | $787,276 | - | - | - | 0.4% | |
| Depreciation and depletion | $506,468 | - | - | - | 0.3% | |
| Fees: investment management | $385,677 | - | - | - | 0.2% | |
| Office expenses | $336,625 | - | - | - | 0.2% | |
| Fees: legal | $310,492 | - | - | - | 0.2% | |
| Information technology | $269,216 | - | - | - | 0.1% | |
| Fees: other services | $233,689 | - | - | - | 0.1% | |
| Other employee benefits | $204,967 | - | - | - | 0.1% | |
| Fees: accounting | $169,282 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $152,839 | - | - | - | 0.1% | |
| Pension plan contributions | $131,066 | - | - | - | 0.1% | |
| Occupancy | $114,734 | - | - | - | 0.1% | |
| Payroll taxes | $107,496 | - | - | - | 0.1% | |
| Insurance | $74,024 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $52,924 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $10,537 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $9,164 | - | - | - | 0.0% | |
| Other (as described) | COLLECTION COORDINATOR | $6,942 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $3,425 | - | - | - | 0.0% |
| Travel | $2,837 | - | - | - | 0.0% | |
| Total | $180,488,844 | 100% |
2021 · Form 990 · $174,759,319 spent · pay $1,339,452 · grants $0 · events $308,451
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $170,922,151 | - | - | - | 97.8% | |
| Other salaries and wages | $732,562 | - | - | - | 0.4% | |
| Depreciation and depletion | $490,336 | - | - | - | 0.3% | |
| Fees: investment management | $416,035 | - | - | - | 0.2% | |
| Other (as described) Event | PARTY-IN-INTEREST TRANS | $304,467 | - | - | - | 0.2% |
| Fees: legal | $280,354 | - | - | - | 0.2% | |
| Information technology | $252,900 | - | - | - | 0.1% | |
| Office expenses | $218,915 | - | - | - | 0.1% | |
| Other employee benefits | $200,087 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $176,269 | - | - | - | 0.1% | |
| Fees: accounting | $166,874 | - | - | - | 0.1% | |
| Fees: other services | $134,056 | - | - | - | 0.1% | |
| Pension plan contributions | $128,334 | - | - | - | 0.1% | |
| Payroll taxes | $102,200 | - | - | - | 0.1% | |
| Occupancy | $85,122 | - | - | - | 0.0% | |
| Insurance | $70,064 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $50,902 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $9,988 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $9,320 | - | - | - | 0.0% |
| Travel | $4,399 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $3,984 | - | - | - | 0.0% | |
| Total | $174,759,319 | 100% |
2020 · Form 990 · $163,798,749 spent · pay $1,356,724 · grants $0 · events $1,940
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $160,064,180 | - | - | - | 97.7% | |
| Other salaries and wages | $737,787 | - | - | - | 0.5% | |
| Depreciation and depletion | $490,103 | - | - | - | 0.3% | |
| Fees: investment management | $405,822 | - | - | - | 0.2% | |
| Fees: legal | $355,515 | - | - | - | 0.2% | |
| Information technology | $288,507 | - | - | - | 0.2% | |
| Office expenses | $272,190 | - | - | - | 0.2% | |
| Other employee benefits | $206,672 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $185,231 | - | - | - | 0.1% | |
| Fees: other services | $170,076 | - | - | - | 0.1% | |
| Fees: accounting | $166,263 | - | - | - | 0.1% | |
| Pension plan contributions | $117,014 | - | - | - | 0.1% | |
| Payroll taxes | $110,020 | - | - | - | 0.1% | |
| Occupancy | $85,337 | - | - | - | 0.1% | |
| Insurance | $71,144 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $48,242 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $10,124 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $9,253 | - | - | - | 0.0% |
| Travel | $3,329 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,940 | - | - | - | 0.0% | |
| Total | $163,798,749 | 100% |
2019 · Form 990 · $166,305,945 spent · pay $1,439,829 · grants $0 · events $11,669
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $162,298,691 | - | - | - | 97.6% | |
| Other salaries and wages | $802,295 | - | - | - | 0.5% | |
| Depreciation and depletion | $491,647 | - | - | - | 0.3% | |
| Fees: investment management | $411,632 | - | - | - | 0.2% | |
| Office expenses | $361,114 | - | - | - | 0.2% | |
| Fees: legal | $347,949 | - | - | - | 0.2% | |
| Fees: other services | $324,102 | - | - | - | 0.2% | |
| Information technology | $276,113 | - | - | - | 0.2% | |
| Other employee benefits | $209,076 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $177,970 | - | - | - | 0.1% | |
| Fees: accounting | $159,714 | - | - | - | 0.1% | |
| Pension plan contributions | $135,047 | - | - | - | 0.1% | |
| Payroll taxes | $115,441 | - | - | - | 0.1% | |
| Occupancy | $84,903 | - | - | - | 0.1% | |
| Insurance | $68,771 | - | - | - | 0.0% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $17,493 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $11,669 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $9,386 | - | - | - | 0.0% |
| Travel | $2,932 | - | - | - | 0.0% | |
| Total | $166,305,945 | 100% |
2018 · Form 990 · $153,016,262 spent · pay $1,424,616 · grants $0 · events $7,905
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $149,348,563 | - | - | - | 97.6% | |
| Other salaries and wages | $809,281 | - | - | - | 0.5% | |
| Depreciation and depletion | $427,103 | - | - | - | 0.3% | |
| Fees: investment management | $410,300 | - | - | - | 0.3% | |
| Office expenses | $398,794 | - | - | - | 0.3% | |
| Information technology | $258,293 | - | - | - | 0.2% | |
| Fees: legal | $216,257 | - | - | - | 0.1% | |
| Other employee benefits | $185,545 | - | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $179,897 | - | - | - | 0.1% | |
| Fees: accounting | $159,914 | - | - | - | 0.1% | |
| Pension plan contributions | $134,027 | - | - | - | 0.1% | |
| Fees: other services | $133,354 | - | - | - | 0.1% | |
| Payroll taxes | $115,866 | - | - | - | 0.1% | |
| Occupancy | $77,057 | - | - | - | 0.1% | |
| Insurance | $69,453 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $46,021 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $14,393 | - | - | - | 0.0% |
| Other (as described) | TEMPORARY HELP | $11,930 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $9,239 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $7,905 | - | - | - | 0.0% | |
| Travel | $3,070 | - | - | - | 0.0% | |
| Total | $153,016,262 | 100% |
2017 · Form 990 · $148,099,348 spent · pay $1,336,365 · grants $0 · events $16,402
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $144,460,782 | - | - | - | 97.5% | |
| Other salaries and wages | $708,938 | - | - | - | 0.5% | |
| Fees: investment management | $405,167 | - | - | - | 0.3% | |
| Office expenses | $378,782 | - | - | - | 0.3% | |
| Information technology | $352,201 | - | - | - | 0.2% | |
| Depreciation and depletion | $296,777 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $287,362 | - | - | - | 0.2% | |
| Fees: legal | $285,000 | - | - | - | 0.2% | |
| Fees: other services | $179,500 | - | - | - | 0.1% | |
| Fees: accounting | $136,694 | - | - | - | 0.1% | |
| Other employee benefits | $125,004 | - | - | - | 0.1% | |
| Payroll taxes | $123,115 | - | - | - | 0.1% | |
| Pension plan contributions | $91,946 | - | - | - | 0.1% | |
| Insurance | $69,702 | - | - | - | 0.0% | |
| Occupancy | $68,572 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $45,028 | - | - | - | 0.0% |
| Other (as described) | TEMPORARY HELP | $40,573 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $16,887 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $16,402 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $6,735 | - | - | - | 0.0% |
| Travel | $4,181 | - | - | - | 0.0% | |
| Total | $148,099,348 | 100% |
2016 · Form 990 · $142,616,472 spent · pay $1,428,298 · grants $0 · events $9,178
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $139,404,592 | - | - | - | 97.7% | |
| Other salaries and wages | $771,850 | - | - | - | 0.5% | |
| Fees: investment management | $405,952 | - | - | - | 0.3% | |
| Office expenses | $309,279 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $300,468 | - | - | - | 0.2% | |
| Fees: legal | $271,660 | - | - | - | 0.2% | |
| Information technology | $173,857 | - | - | - | 0.1% | |
| Fees: accounting | $143,138 | - | - | - | 0.1% | |
| Other employee benefits | $138,802 | - | - | - | 0.1% | |
| Depreciation and depletion | $133,729 | - | - | - | 0.1% | |
| Payroll taxes | $122,173 | - | - | - | 0.1% | |
| Fees: other services | $115,746 | - | - | - | 0.1% | |
| Pension plan contributions | $95,005 | - | - | - | 0.1% | |
| Occupancy | $70,820 | - | - | - | 0.0% | |
| Insurance | $69,469 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $44,269 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $24,600 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $9,178 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $7,402 | - | - | - | 0.0% |
| Travel | $4,483 | - | - | - | 0.0% | |
| Total | $142,616,472 | 100% |
2015 · Form 990 · $137,696,537 spent · pay $1,402,125 · grants $0 · events $17,538
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $134,601,256 | - | - | - | 97.8% | |
| Other salaries and wages | $749,701 | - | - | - | 0.5% | |
| Fees: investment management | $411,695 | - | - | - | 0.3% | |
| Office expenses | $349,153 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $285,556 | - | - | - | 0.2% | |
| Fees: other services | $222,481 | - | - | - | 0.2% | |
| Fees: legal | $220,469 | - | - | - | 0.2% | |
| Other employee benefits | $149,918 | - | - | - | 0.1% | |
| Fees: accounting | $132,231 | - | - | - | 0.1% | |
| Payroll taxes | $119,268 | - | - | - | 0.1% | |
| Information technology | $108,618 | - | - | - | 0.1% | |
| Pension plan contributions | $97,682 | - | - | - | 0.1% | |
| Insurance | $66,383 | - | - | - | 0.0% | |
| Occupancy | $66,126 | - | - | - | 0.0% | |
| Other (as described) | FEES MANDATED BY ACA | $42,632 | - | - | - | 0.0% |
| Other (as described) | SUPPLIES & MAINTENANCE | $26,627 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $17,538 | - | - | - | 0.0% | |
| Depreciation and depletion | $17,392 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $7,749 | - | - | - | 0.0% |
| Travel | $4,062 | - | - | - | 0.0% | |
| Total | $137,696,537 | 100% |
2014 · Form 990 · $138,339,325 spent · pay $1,511,570 · grants $0 · events $12,691
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $134,054,637 | - | - | - | 96.9% | |
| Other (as described) | FEES MANDATED BY ACA | $931,665 | - | - | - | 0.7% |
| Other salaries and wages | $815,276 | - | - | - | 0.6% | |
| Fees: investment management | $405,967 | - | - | - | 0.3% | |
| Office expenses | $384,060 | - | - | - | 0.3% | |
| Fees: legal | $294,840 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $275,538 | - | - | - | 0.2% | |
| Fees: other services | $216,791 | - | - | - | 0.2% | |
| Other employee benefits | $162,871 | - | - | - | 0.1% | |
| Fees: accounting | $147,804 | - | - | - | 0.1% | |
| Pension plan contributions | $134,109 | - | - | - | 0.1% | |
| Payroll taxes | $123,776 | - | - | - | 0.1% | |
| Information technology | $123,387 | - | - | - | 0.1% | |
| Insurance | $109,364 | - | - | - | 0.1% | |
| Occupancy | $84,579 | - | - | - | 0.1% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $24,059 | - | - | - | 0.0% |
| Depreciation and depletion | $17,564 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $12,691 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $8,480 | - | - | - | 0.0% |
| Other (as described) | EQUIPMENT RENTALS | $6,672 | - | - | - | 0.0% |
| Travel | $5,195 | - | - | - | 0.0% | |
| Total | $138,339,325 | 100% |
2013 · Form 990 · $116,193,839 spent · pay $1,298,717 · grants $0 · events $9,433
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $113,303,262 | - | - | - | 97.5% | |
| Other salaries and wages | $698,453 | - | - | - | 0.6% | |
| Office expenses | $353,150 | - | - | - | 0.3% | |
| Fees: investment management | $333,589 | - | - | - | 0.3% | |
| Fees: legal | $295,730 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $262,317 | - | - | - | 0.2% | |
| Fees: accounting | $138,649 | - | - | - | 0.1% | |
| Other employee benefits | $136,213 | - | - | - | 0.1% | |
| Fees: other services | $110,507 | - | - | - | 0.1% | |
| Payroll taxes | $110,203 | - | - | - | 0.1% | |
| Information technology | $102,079 | - | - | - | 0.1% | |
| Pension plan contributions | $91,531 | - | - | - | 0.1% | |
| Occupancy | $76,071 | - | - | - | 0.1% | |
| Insurance | $63,234 | - | - | - | 0.1% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $28,510 | - | - | - | 0.0% |
| Depreciation and depletion | $26,864 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $22,275 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $12,601 | - | - | - | 0.0% |
| Other (as described) | EQUIPMENT RENTALS | $11,093 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $9,433 | - | - | - | 0.0% | |
| Travel | $8,075 | - | - | - | 0.0% | |
| Total | $116,193,839 | 100% |
2012 · Form 990 · $109,777,996 spent · pay $1,281,320 · grants $0 · events $14,522
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $107,068,640 | - | - | - | 97.5% | |
| Other salaries and wages | $715,390 | - | - | - | 0.7% | |
| Office expenses | $303,223 | - | - | - | 0.3% | |
| Fees: investment management | $302,248 | - | - | - | 0.3% | |
| Fees: legal | $244,491 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $199,508 | - | - | - | 0.2% | |
| Other employee benefits | $145,036 | - | - | - | 0.1% | |
| Information technology | $136,777 | - | - | - | 0.1% | |
| Fees: accounting | $130,093 | - | - | - | 0.1% | |
| Pension plan contributions | $116,003 | - | - | - | 0.1% | |
| Payroll taxes | $105,383 | - | - | - | 0.1% | |
| Fees: other services | $88,348 | - | - | - | 0.1% | |
| Occupancy | $70,120 | - | - | - | 0.1% | |
| Insurance | $50,770 | - | - | - | 0.0% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $34,116 | - | - | - | 0.0% |
| Depreciation and depletion | $34,103 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $14,522 | - | - | - | 0.0% | |
| Other (as described) | EQUIPMENT RENTALS | $10,937 | - | - | - | 0.0% |
| Travel | $7,148 | - | - | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $1,140 | - | - | - | 0.0% |
| Total | $109,777,996 | 100% |
2011 · Form 990 · $100,321,889 spent · pay $1,270,346 · grants $0 · events $4,287
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $97,459,509 | - | - | - | 97.1% | |
| Other salaries and wages | $710,002 | - | - | - | 0.7% | |
| Fees: legal | $315,513 | - | - | - | 0.3% | |
| Fees: investment management | $275,483 | - | - | - | 0.3% | |
| Office expenses | $250,555 | - | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $176,430 | - | - | - | 0.2% | |
| Information technology | $154,549 | - | - | - | 0.2% | |
| Other employee benefits | $140,693 | - | - | - | 0.1% | |
| Fees: accounting | $139,432 | - | - | - | 0.1% | |
| Fees: other services | $138,287 | - | - | - | 0.1% | |
| Pension plan contributions | $137,960 | - | - | - | 0.1% | |
| Payroll taxes | $105,261 | - | - | - | 0.1% | |
| Other (as described) | EARLY RETIREE REINSURAN | $78,243 | - | - | - | 0.1% |
| Occupancy | $71,536 | - | - | - | 0.1% | |
| Insurance | $49,754 | - | - | - | 0.0% | |
| Fees: management | $33,912 | - | - | - | 0.0% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $33,533 | - | - | - | 0.0% |
| Depreciation and depletion | $28,015 | - | - | - | 0.0% | |
| Other (as described) | EQUIPMENT RENTALS | $7,950 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $6,739 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $4,287 | - | - | - | 0.0% | |
| Travel | $4,246 | - | - | - | 0.0% | |
| Total | $100,321,889 | 100% |
2010 · Form 990 · $92,371,145 spent · pay $1,192,480 · grants $0 · events $10,862
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $89,805,675 | - | - | - | 97.2% | |
| Other salaries and wages | $662,661 | - | - | - | 0.7% | |
| Fees: legal | $290,245 | - | - | - | 0.3% | |
| Fees: investment management | $252,184 | - | - | - | 0.3% | |
| Office expenses | $244,289 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $160,788 | - | - | - | 0.2% | |
| Pension plan contributions | $142,946 | - | - | - | 0.2% | |
| Fees: other services | $139,726 | - | - | - | 0.2% | |
| Other employee benefits | $125,299 | - | - | - | 0.1% | |
| Information technology | $122,381 | - | - | - | 0.1% | |
| Fees: accounting | $114,353 | - | - | - | 0.1% | |
| Payroll taxes | $100,786 | - | - | - | 0.1% | |
| Occupancy | $67,462 | - | - | - | 0.1% | |
| Insurance | $48,637 | - | - | - | 0.1% | |
| Depreciation and depletion | $31,866 | - | - | - | 0.0% | |
| Other (as described) | SUPPLIES & MAINTENANCE | $30,181 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $10,862 | - | - | - | 0.0% | |
| Other (as described) | EQUIPMENT RENTALS | $9,889 | - | - | - | 0.0% |
| Other (as described) | DUES & SUBSCRIPTIONS | $6,510 | - | - | - | 0.0% |
| Travel | $4,405 | - | - | - | 0.0% | |
| Total | $92,371,145 | 100% |