BLUE CROSS AND BLUE SHIELD PLANS NATIONAL RETIREE HEALTH BENEFITS

2024 · Form 990 · revenue $12.9M · expenses $11.5M · assets $207.7M

Also known as: NATIONAL RETIREE HEALTH BENEFITS TRUST
EIN: 36-7008317
Address: 200 E RANDOLPH ST, CHICAGO, IL 60601-6436
NTEE code: -
Subsection: 501(c)(9)
Ruling year: 1994
Cross-check: ProPublica Nonprofit Explorer

Mission

THE PRIMARY PURPOSE OF THE TRUST IS TO PROVIDE HEALTH BENEFITS TO ELIGIBLE RETIREES OF THE BLUE CROSS & BLUE SHIELD COMPANIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

4 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
Christina Fisher	COMMITTEE MEMBER	2021-2024	$1,325,865	$3,158,729	39
Robert Kolodgy (former)	COMMITTEE MEMBER - THRU 9/21	2014-2021	$2,549,119	$9,301,992	5
Rick Schum (former)	COMMITTEE MEMBER-SEE SCH J, PART III	2012-2018	$3,265,943	$3,265,943	4
Northern Trust Institution (former)	TRUSTEE	2010-2020	$481,064	$2,120,625	540

Unpaid officers and directors · 51 people

Name	Latest title	Years	Organizations
James Reed	COMMITTEE MEMBER	2021-2024	14
Diane Gore	COMMITTEE MEMBER - CHAIR	2019-2024	4
John F Giblin - Thru 0324	COMMITTEE MEMBER - VICE CHAIR	2024	2
Matthew All	COMMITTEE MEMBER	2021-2024	3
Jennifer Allen	COMMITTEE MEMBER	2021-2024	2
David Criswell	COMMITTEE MEMBER - JOINED 05/2024	2024	2
Jeff Goddard	COMMITTEE MEMBER - JOINED 03/2024	2024	2
Lori Hair	COMMITTEE MEMBER	2021-2024	2
Chris Hauser	COMMITTEE MEMBER	2021-2024	2
Gina Marting	COMMITTEE MEMBER - THRU 03/2024	2020-2024	2
Susan Pickar	COMMITTEE MEMBER	2022-2024	2
Margaret Pinello-White	COMMITTEE MEMBER	2023-2024	2
Michael Rains	COMMITTEE MEMBER	2023-2024	2
Adam Short	COMMITTEE MEMBER	2021-2024	2
Michael Stuart	COMMITTEE MEMBER	2022-2024	2
David Ward	COMMITTEE MEMBER - JOINED 03/2024	2024	2
John F Giblin (former)	COMMITTEE MEMBER - VICE CHAIR	2010-2023	3
Henri Cournand (former)	COMMITTEE MEMBER - THRU 03/23	2022-2023	2
Andreas Ellis (former)	COMMITTEE MEMBER - THRU 09/23	2022-2023	2
Mark El-Tawil (former)	COMMITTEE MEMBER - THRU 09/23	2019-2023	2
Thurman Justice (former)	COMMITTEE MEMBER - THRU 10/23	2020-2023	2
Susan Lindquist (former)	COMMITTEE MEMBER - THRU 03/22	2021-2022	2
Dawn Schneiderman (former)	COMMITTEE MEMBER - THRU 11/22	2021-2022	2
Bryan Camerlinck (former)	COMMITTEE MEMBER - THRU 3/21	2019-2021	4
Michael Mizeur (former)	COMMITTEE MEMBER - THRU 10/21	2012-2021	5
Christopher Booth (former)	COMMITTEE MEMBER - CHAIR - THRU 6/21	2017-2021	4
Henry Cournand (former)	COMMITTEE MEMBER	2020-2021	1
Mark Stimpson (former)	COMMITTEE MEMBER - THRU 10/21	2010-2021	3
Matt All (former)	COMMITTEE MEMBER	2019-2020	4
Erin Stucky (former)	COMMITTEE MEMBER	2019	3
Chuck Divita (former)	COMMITTEE MEMBER	2014-2019	3
Tim Huckle (former)	COMMITTEE MEMBER	2014-2019	6
Mike Stollar (former)	COMMITTEE MEMBER	2019	2
Don George (former)	COMMITTEE MEMBER	2014-2018	4
Andrew Corbin (former)	COMMITTEE MEMBER	2010-2018	4
Karen M Abraham (former)	COMMITTEE MEMBER	2012-2018	3
Michael A Gold (former)	COMMITTEE MEMBER	2013-2018	4
Jim Ducharme (former)	COMMITTEE MEMBER	2018	1
Chris Booth (former)	Committee Member	2016	2
Peter Andruszkiewicz (former)	Committee Member	2012-2015	9
Mary O'Hara (former)	Committee Member	2014	3
R Chris Doerr (former)	committee member	2010-2014	3
Scott Serota (former)	committee member	2010-2013	5
Paul von Ebers (former)	Chairman	2010-2012	5
Robert P Hiam (former)	committee member	2010-2012	4
Michael Frank (former)	VICE-CHAIRMAN	2011-2012	3
Michael Reitz (former)	Chairman	2010-2011	6
Tim J Crilly (former)	committee member	2010-2011	4
Robert A Leichtle (former)	committee member	2010-2011	3
David Southwell (former)	committee member	2010-2011	3
Sherry Cladouhos (former)	chairman	2010	3

People by year

2024 · 17 people listed · 1 paid, $1.3M · 0 employees · 16 volunteers

Name	Title	From org	From related	Other	Total	Orgs
CHRISTINA FISHER	COMMITTEE MEMBER	$0	$1,097,094	$228,771	$1,325,865	39
DIANE GORE	COMMITTEE MEMBER - CHAIR	$0	$0	$0	$0	4
JOHN F GIBLIN - THRU 0324	COMMITTEE MEMBER - VICE CHAIR	$0	$0	$0	$0	2
MATTHEW ALL	COMMITTEE MEMBER	$0	$0	$0	$0	3
JENNIFER ALLEN	COMMITTEE MEMBER	$0	$0	$0	$0	2
DAVID CRISWELL	COMMITTEE MEMBER - JOINED 05/2024	$0	$0	$0	$0	2
JEFF GODDARD	COMMITTEE MEMBER - JOINED 03/2024	$0	$0	$0	$0	2
LORI HAIR	COMMITTEE MEMBER	$0	$0	$0	$0	2
CHRIS HAUSER	COMMITTEE MEMBER	$0	$0	$0	$0	2
GINA MARTING	COMMITTEE MEMBER - THRU 03/2024	$0	$0	$0	$0	2
SUSAN PICKAR	COMMITTEE MEMBER	$0	$0	$0	$0	2
MARGARET PINELLO-WHITE	COMMITTEE MEMBER	$0	$0	$0	$0	2
MICHAEL RAINS	COMMITTEE MEMBER	$0	$0	$0	$0	2
JAMES REED	COMMITTEE MEMBER	$0	$0	$0	$0	14
ADAM SHORT	COMMITTEE MEMBER	$0	$0	$0	$0	2
MICHAEL STUART	COMMITTEE MEMBER	$0	$0	$0	$0	2
DAVID WARD	COMMITTEE MEMBER - JOINED 03/2024	$0	$0	$0	$0	2

2023 · 18 people listed · 1 paid, $962K · 0 employees · 17 volunteers

Name	Title	From org	From related	Other	Total	Orgs
CHRISTINA FISHER	COMMITTEE MEMBER	$0	$915,677	$46,045	$961,722	39
DIANE GORE	COMMITTEE MEMBER - CHAIR	$0	$0	$0	$0	4
JOHN F GIBLIN	COMMITTEE MEMBER - VICE CHAIR	$0	$0	$0	$0	3
MATTHEW ALL	COMMITTEE MEMBER	$0	$0	$0	$0	3
JENNIFER ALLEN	COMMITTEE MEMBER	$0	$0	$0	$0	2
HENRI COURNAND	COMMITTEE MEMBER - THRU 03/23	$0	$0	$0	$0	2
ANDREAS ELLIS	COMMITTEE MEMBER - THRU 09/23	$0	$0	$0	$0	2
MARK EL-TAWIL	COMMITTEE MEMBER - THRU 09/23	$0	$0	$0	$0	2
LORI HAIR	COMMITTEE MEMBER	$0	$0	$0	$0	2
CHRIS HAUSER	COMMITTEE MEMBER	$0	$0	$0	$0	2
THURMAN JUSTICE	COMMITTEE MEMBER - THRU 10/23	$0	$0	$0	$0	2
GINA MARTING	COMMITTEE MEMBER	$0	$0	$0	$0	2
SUSAN PICKAR	COMMITTEE MEMBER	$0	$0	$0	$0	2
MARGARET PINELLO-WHITE	COMMITTEE MEMBER - STARTED 03/23	$0	$0	$0	$0	2
MICHAEL RAINS	COMMITTEE MEMBER - STARTED 11/23	$0	$0	$0	$0	2
JAMES REED	COMMITTEE MEMBER	$0	$0	$0	$0	14
ADAM SHORT	COMMITTEE MEMBER	$0	$0	$0	$0	2
MICHAEL STUART	COMMITTEE MEMBER	$0	$0	$0	$0	2

2022 · 18 people listed · 1 paid, $696K · 0 employees · 17 volunteers

Name	Title	From org	From related	Other	Total	Orgs
CHRISTINA FISHER	COMMITTEE MEMBER	$0	$653,004	$43,335	$696,339	39
DIANE GORE	COMMITTEE MEMBER - CHAIR	$0	$0	$0	$0	4
JOHN F GIBLIN	COMMITTEE MEMBER - VICE CHAIR	$0	$0	$0	$0	3
MATTHEW ALL	COMMITTEE MEMBER	$0	$0	$0	$0	3
JENNIFER ALLEN	COMMITTEE MEMBER	$0	$0	$0	$0	2
HENRI COURNAND	COMMITTEE MEMBER	$0	$0	$0	$0	2
ANDREAS ELLIS	COMMITTEE MEMBER - STARTED 03/22	$0	$0	$0	$0	2
MARK EL-TAWIL	COMMITTEE MEMBER	$0	$0	$0	$0	2
LORI HAIR	COMMITTEE MEMBER	$0	$0	$0	$0	2
CHRIS HAUSER	COMMITTEE MEMBER	$0	$0	$0	$0	2
THURMAN JUSTICE	COMMITTEE MEMBER	$0	$0	$0	$0	2
SUSAN LINDQUIST	COMMITTEE MEMBER - THRU 03/22	$0	$0	$0	$0	2
GINA MARTING	COMMITTEE MEMBER	$0	$0	$0	$0	2
SUSAN PICKAR	COMMITTEE MEMBER - STARTED 06/22	$0	$0	$0	$0	2
JAMES REED	COMMITTEE MEMBER	$0	$0	$0	$0	14
DAWN SCHNEIDERMAN	COMMITTEE MEMBER - THRU 11/22	$0	$0	$0	$0	2
ADAM SHORT	COMMITTEE MEMBER	$0	$0	$0	$0	2
MICHAEL STUART	COMMITTEE MEMBER - STARTED 06/22	$0	$0	$0	$0	2

2021 · 20 people listed · 2 paid, $2.7M · 0 employees · 18 volunteers

Name	Title	From org	From related	Other	Total	Orgs
ROBERT J KOLODGY	COMMITTEE MEMBER - THRU 9/21	$0	$2,492,436	$56,683	$2,549,119	5
CHRISTINA FISHER	COMMITTEE MEMBER	$0	$170,550	$4,253	$174,803	39
CHRISTOPHER BOOTH	COMMITTEE MEMBER - CHAIR - THRU 6/21	$0	$0	$0	$0	4
DIANE GORE	COMMITTEE MEMBER - CHAIR - BEG 6/21	$0	$0	$0	$0	4
JOHN F GIBLIN	COMMITTEE MEMBER - VICE CHAIR	$0	$0	$0	$0	3
MATTHEW ALL	COMMITTEE MEMBER	$0	$0	$0	$0	3
JENNIFER ALLEN	COMMITTEE MEMBER	$0	$0	$0	$0	2
BRYAN CAMERLINCK	COMMITTEE MEMBER - THRU 3/21	$0	$0	$0	$0	4
HENRY COURNAND	COMMITTEE MEMBER	$0	$0	$0	$0	1
MARK EL-TAWIL	COMMITTEE MEMBER	$0	$0	$0	$0	2
LORI HAIR	COMMITTEE MEMBER	$0	$0	$0	$0	2
CHRIS HAUSER	COMMITTEE MEMBER	$0	$0	$0	$0	2
THURMAN JUSTICE	COMMITTEE MEMBER	$0	$0	$0	$0	2
SUSAN LINDQUIST	COMMITTEE MEMBER	$0	$0	$0	$0	2
GINA MARTING	COMMITTEE MEMBER	$0	$0	$0	$0	2
MICHAEL MIZEUR	COMMITTEE MEMBER - THRU 10/21	$0	$0	$0	$0	5
JAMES REED	COMMITTEE MEMBER	$0	$0	$0	$0	14
DAWN SCHNEIDERMAN	COMMITTEE MEMBER	$0	$0	$0	$0	2
ADAM SHORT	COMMITTEE MEMBER	$0	$0	$0	$0	2
MARK P STIMPSON	COMMITTEE MEMBER - THRU 10/21	$0	$0	$0	$0	3

2020 · 13 people listed · 2 paid, $1.6M · 0 employees · 11 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT J KOLODGY	COMMITTEE MEMBER	0	$0	$1,088,737	$60,273	$1,149,010	5
THE NORTHERN TRUST Institution	TRUSTEE	40	$481,064	$0	$0	$481,064	540
CHRISTOPHER BOOTH	COMMITTEE MEMBER - CHAIR	0	$0	$0	$0	$0	4
JOHN F GIBLIN	COMMITTEE MEMBER - VICE CHAIR	0	$0	$0	$0	$0	3
MATT ALL	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
BRYAN CAMERLINCK	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
HENRY COURNAND	COMMITTEE MEMBER	0	$0	$0	$0	$0	1
MARK EL-TAWIL	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DIANE GORE	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
THURMAN JUSTICE	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
GINA MARTING	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
MICHAEL MIZEUR	COMMITTEE MEMBER	0	$0	$0	$0	$0	5
MARK P STIMPSON	COMMITTEE MEMBER	0	$0	$0	$0	$0	3

2019 · 14 people listed · 2 paid, $1.2M · 0 employees · 10 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
ROBERT J KOLODGY	COMMITTEE MEMBER	0	$0	$1,037,556	$58,951	$1,096,507	5
THE NORTHERN TRUST Institution	TRUSTEE	40	$62,508	$0	$0	$62,508	540
TIM HUCKLE	COMMITTEE MEMBER	0	$0	$0	$0	$0	6
CHRISTOPHER BOOTH	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
MATT ALL	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
ERIN STUCKY	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
MIKE STOLLAR	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
DIANE GORE	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
MARK EL-TAWIL	COMMITTEE MEMBER	0	$0	$0	$0	$0	2
CHUCK DIVITA	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
BRYAN CAMERLINCK	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
JOHN F GIBLIN	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
MICHAEL MIZEUR	COMMITTEE MEMBER	0	$0	$0	$0	$0	5
MARK P STIMPSON	COMMITTEE MEMBER	0	$0	$0	$0	$0	3

2018 · 14 people listed · 3 paid, $4.9M · 0 employees · 10 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
RICK SCHUM	COMMITTEE MEMBER-SEE SCH J, PART III	0	$0	$3,265,943	$0	$3,265,943	4
ROBERT J KOLODGY	COMMITTEE MEMBER	0	$0	$1,052,713	$50,419	$1,103,132	5
THE NORTHERN TRUST Institution	TRUSTEE	40	$506,939	$0	$0	$506,939	540
JOHN F GIBLIN	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
ANDREW C CORBIN	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
CHUCK DIVITA	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
DON GEORGE	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
KAREN M ABRAHAM	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
MARK P STIMPSON	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
MICHAEL A GOLD	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
MICHAEL MIZEUR	COMMITTEE MEMBER	0	$0	$0	$0	$0	5
CHRISTOPHER BOOTH	COMMITTEE MEMBER	0	$0	$0	$0	$0	4
TIM HUCKLE	COMMITTEE MEMBER	0	$0	$0	$0	$0	6
JIM DUCHARME	COMMITTEE MEMBER	0	$0	$0	$0	$0	1

2017 · 13 people listed · 2 paid, $1.5M · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Robert J Kolodgy	Committee Member	0	$0	$968,451	$55,014	$1,023,465	5
The Northern Trust Institution	Trustee	40	$482,455	$0	$0	$482,455	540
Rick Schum	Chairman	0	$0	$0	$0	$0	4
John F Giblin	Vice Chairman	0	$0	$0	$0	$0	3
Andrew C Corbin	Committee member	0	$0	$0	$0	$0	4
Chuck Divita	Committee Member	0	$0	$0	$0	$0	3
Don George	Committee Member	0	$0	$0	$0	$0	4
Karen M Abraham	Committee Member	0	$0	$0	$0	$0	3
Mark P Stimpson	Committee Member	0	$0	$0	$0	$0	3
Michael A Gold	Committee member	0	$0	$0	$0	$0	4
Michael Mizeur	Committee Member	0	$0	$0	$0	$0	5
Christopher Booth	Committee Member	0	$0	$0	$0	$0	4
Tim Huckle	Committee Member	0	$0	$0	$0	$0	6

2016 · 13 people listed · 2 paid, $1.3M · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Robert J Kolodgy	Committee Member	0	$0	$854,319	$39,520	$893,839	5
The Northern Trust Institution	Trustee	40	$379,113	$0	$0	$379,113	540
Rick Schum	Chairman	0	$0	$0	$0	$0	4
John F Giblin	Vice Chairman	0	$0	$0	$0	$0	3
Andrew C Corbin	Committee member	0	$0	$0	$0	$0	4
Chuck Divita	Committee Member	0	$0	$0	$0	$0	3
Don George	Committee Member	0	$0	$0	$0	$0	4
Karen M Abraham	Committee Member	0	$0	$0	$0	$0	3
Mark P Stimpson	Committee Member	0	$0	$0	$0	$0	3
Michael A Gold	Committee member	0	$0	$0	$0	$0	4
Michael Mizeur	Committee Member	0	$0	$0	$0	$0	5
Chris Booth	Committee Member	0	$0	$0	$0	$0	2
Tim Huckle	Committee Member	0	$0	$0	$0	$0	6

2015 · 13 people listed · 2 paid, $765K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Robert J Kolodgy	Committee Member	0	$0	$724,597	$0	$724,597	5
The Northern Trust Institution	Trustee	40	$40,000	$0	$0	$40,000	540
Rick Schum	Chairman	0	$0	$0	$0	$0	4
John F Giblin	Vice Chairman	0	$0	$0	$0	$0	3
Andrew C Corbin	Committee member	0	$0	$0	$0	$0	4
Chuck Divita	Committee Member	0	$0	$0	$0	$0	3
Don George	Committee Member	0	$0	$0	$0	$0	4
Karen M Abraham	Committee Member	0	$0	$0	$0	$0	3
Mark P Stimpson	Committee Member	0	$0	$0	$0	$0	3
Michael Gold	Committee member	0	$0	$0	$0	$0	4
Michael Mizeur	Committee Member	0	$0	$0	$0	$0	5
Peter Andruszkiewicz	Committee Member	0	$0	$0	$0	$0	9
Tim Huckle	Committee Member	0	$0	$0	$0	$0	6

2014 · 15 people listed · 2 paid, $814K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Robert J Kolodgy	Committee Member	0	$0	$762,323	$0	$762,323	5
THE NORTHERN TRUST Institution	TRUSTEE	40	$51,225	$0	$0	$51,225	540
Andrew C Corbin	Committee Member	0	$0	$0	$0	$0	4
R Chris Doerr	committee member	0	$0	$0	$0	$0	3
John F Giblin	Vice Chairman	0	$0	$0	$0	$0	3
Michael Gold	committee member	0	$0	$0	$0	$0	4
Mark P Stimpson	committee member	0	$0	$0	$0	$0	3
Karen M Abraham	COMMITTEE MEMBER	0	$0	$0	$0	$0	3
MICHAEL MIZEUR	COMMITTEE MEMBER	0	$0	$0	$0	$0	5
PETER ANDRUSZKIEWICZ	COMMITTEE MEMBER	0	$0	$0	$0	$0	9
RICK SCHUM	CHAIRMAN	0	$0	$0	$0	$0	4
Chuck DiVita	Committee Member	0	$0	$0	$0	$0	3
Don George	Committee Member	0	$0	$0	$0	$0	4
Tim Huckle	Committee Member	0	$0	$0	$0	$0	6
Mary O'Hara	Committee Member	0	$0	$0	$0	$0	3

2013 · 11 people listed · 1 paid, $44K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
THE NORTHERN TRUST Institution	TRUSTEE	40	$44,090	$0	$0	$44,090	540
Andrew C Corbin	Committee Member	0	-	-	-	$0	4
R Chris Doerr	committee member	0	-	-	-	$0	3
John F Giblin	committee member	0	-	-	-	$0	3
Michael Gold	committee member	0	-	-	-	$0	4
Scott P Serota	committee member	0	-	-	-	$0	5
Mark P Stimpson	committee member	0	-	-	-	$0	3
Karen M Abraham	COMMITTEE MEMBER	0	-	-	-	$0	3
MICHAEL MIZEUR	COMMITTEE MEMBER	0	-	-	-	$0	5
PETER ANDRUSZKIEWICZ	COMMITTEE MEMBER	0	-	-	-	$0	9
RICK SCHUM	CHAIRMAN	0	-	-	-	$0	4

2012 · 13 people listed · 1 paid, $45K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
THE NORTHERN TRUST Institution	TRUSTEE	40	$44,736	$0	$0	$44,736	540
Michael Frank	VICE-CHAIRMAN	0	-	-	-	$0	3
Andrew C Corbin	Committee Member	0	-	-	-	$0	4
R Chris Doerr	committee member	0	-	-	-	$0	3
John F Giblin	committee member	0	-	-	-	$0	3
Robert P Hiam	committee member	0	-	-	-	$0	4
Scott P Serota	committee member	0	-	-	-	$0	5
Mark P Stimpson	committee member	0	-	-	-	$0	3
Paul von Ebers	Chairman	0	-	-	-	$0	5
Karen M Abraham	COMMITTEE MEMBER	0	-	-	-	$0	3
MICHAEL MIZEUR	COMMITTEE MEMBER	0	-	-	-	$0	5
PETER ANDRUSZKIEWICZ	COMMITTEE MEMBER	0	-	-	-	$0	9
RICK SCHUM	COMMITTEE MEMBER	0	-	-	-	$0	4

2011 · 13 people listed · none paid · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
Michael Frank	committee member	0	-	-	-	$0	3
Andrew C Corbin	Committee Member	0	-	-	-	$0	4
Tim J Crilly	committee member	0	-	-	-	$0	4
R Chris Doerr	committee member	0	-	-	-	$0	3
John F Giblin	committee member	0	-	-	-	$0	3
Robert P Hiam	committee member	0	-	-	-	$0	4
Robert A Leichtle	committee member	0	-	-	-	$0	3
Michael Reitz	Chairman	0	-	-	-	$0	6
Scott P Serota	committee member	0	-	-	-	$0	5
David Southwell	committee member	0	-	-	-	$0	3
Mark P Stimpson	committee member	0	-	-	-	$0	3
Paul von Ebers	Vice-Chairmen	0	-	-	-	$0	5
THE NORTHERN TRUST Institution	TRUSTEE	40	$0	$0	$0	$0	540

2010 · 13 people listed · 1 paid, $28K · 0 employees · 0 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
THE NORTHERN TRUST Institution	TRUSTEE	40	$28,495	$0	$0	$28,495	540
Sherry Cladouhos	chairman	0	$0	$0	$0	$0	3
Andrew C Corbin	Vice-Chairman	0	$0	$0	$0	$0	4
Tim J Crilly	committee member	0	$0	$0	$0	$0	4
R Chris Doerr	committee member	0	$0	$0	$0	$0	3
John F Giblin	committee member	0	$0	$0	$0	$0	3
Robert P Hiam	committee member	0	$0	$0	$0	$0	4
Robert A Leichtle	committee member	0	$0	$0	$0	$0	3
Michael Reitz	committee member	0	$0	$0	$0	$0	6
Scott P Serota	committee member	0	$0	$0	$0	$0	5
David Southwell	committee member	0	$0	$0	$0	$0	3
Mark P Stimpson	committee member	0	$0	$0	$0	$0	3
Paul von Ebers	committee member	0	$0	$0	$0	$0	5

Highest-paid independent contractors

2024 · 1 contractor · $494K

Name	Location	Service	Paid
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MANAGEMENT	$493,558

2023 · 1 contractor · $448K

Name	Location	Service	Paid
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MANAGEMENT	$448,347

2022 · 1 contractor · $499K

Name	Location	Service	Paid
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MANAGEMENT	$498,942

2021 · 1 contractor · $537K

Name	Location	Service	Paid
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MANAGEMENT	$536,515

2019 · 1 contractor · $487K

Name	Location	Service	Paid
THE NORTHERN TRUST COMPANY	CHICAGO, IL	INVESTMENT MANAGEMENT & TRUSTEE	$486,679

2014 · 1 contractor · $513K

Name	Location	Service	Paid
The Northern Trust	CHICAGO, IL	Investment Mgmt	$512,605

2013 · 1 contractor · $484K

Name	Location	Service	Paid
The Northern Trust		Investment Mgmt	$483,796

2012 · 1 contractor · $408K

Name	Location	Service	Paid
The Northern Trust	CHICAGO, IL	TRUSTEE SERVICES	$408,411

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 period ending 2024-12-31 · view filing · original 990 ↗
$12,870,688	$11,473,410	$207,668,722	$198,016,405	$0	$900,000	$0	0	16
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$18,671,116	$13,048,929	$204,430,210	$194,451,287	$0	$916,148	$0	0	17
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$7,475,045	$14,177,313	$194,020,745	$181,003,560	$0	$0	$0	0	17
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$8,544,850	$12,277,581	$234,048,539	$221,795,393	$0	$0	$0	0	18
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$6,467,099	$9,234,002	$215,885,033	$207,763,265	$0	$325,000	$481,064	0	11
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$14,141,346	$10,950,160	$211,021,064	$200,417,314	$0	$0	$424,171	0	10
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$14,949,350	$12,985,563	$192,055,377	$181,620,792	$0	$900,000	$506,939	0	10
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$10,029,269	$21,455,283	$219,337,939	$200,618,802	$0	$542,467	$482,455	0	0
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$14,735,194	$12,401,200	$207,889,634	$195,749,839	$0	$695,688	$379,113	0	0
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$20,920,862	$18,214,463	$210,177,317	$195,371,781	$0	$9,900,000	$0	0	0
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$11,916,145	$15,134,960	$217,692,831	$203,473,456	$0	$839,099	$0	0	0
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$27,865,606	$13,208,608	$213,711,157	$202,870,604	$0	$16,847,806	$0	0	0
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$12,913,962	$10,457,498	$188,933,534	$180,169,405	$0	$2,357,546	$0	0	0
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$23,421,835	$11,109,043	$183,995,360	$168,520,806	$0	$11,358,232	$0	0	0
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$11,560,066	$10,732,647	$170,289,982	$161,094,917	$0	$2,624,290	$28,495	0	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 · $11,473,410 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$9,160,801	-	-	-	79.8%
Other (as described)	TAXES INCURRED	$1,787,991	-	-	-	15.6%
Fees: investment management		$493,558	-	-	-	4.3%
Fees: accounting		$30,898	-	-	-	0.3%
Fees: other services		$162	-	-	-	0.0%
Total		$11,473,410				100%

View the filing

2023 · Form 990 · $13,048,929 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$9,234,830	-	-	-	70.8%
Other (as described)	TAXES INCURRED	$3,306,965	-	-	-	25.3%
Fees: investment management		$448,347	-	-	-	3.4%
Fees: accounting		$38,804	-	-	-	0.3%
Fees: other services		$19,983	-	-	-	0.2%
Total		$13,048,929				100%

View the filing

2022 · Form 990 · $14,177,313 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$12,620,552	-	-	-	89.0%
Other (as described)	TAXES INCURRED	$1,021,654	-	-	-	7.2%
Fees: investment management		$498,942	-	-	-	3.5%
Fees: accounting		$33,665	-	-	-	0.2%
Fees: other services		$2,500	-	-	-	0.0%
Total		$14,177,313				100%

View the filing

2021 · Form 990 · $12,277,581 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$10,424,100	-	-	-	84.9%
Other (as described)	TAXES INCURRED	$1,265,853	-	-	-	10.3%
Fees: investment management		$536,515	-	-	-	4.4%
Fees: accounting		$38,818	-	-	-	0.3%
Fees: other services		$12,295	-	-	-	0.1%
Total		$12,277,581				100%

View the filing

2020 · Form 990 · $9,234,002 spent · pay $481,064 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$8,088,456	-	-	-	87.6%
Other (as described)	TAXES INCURRED	$610,374	-	-	-	6.6%
Pay: officers, directors, trustees, key employees		$481,064	-	-	-	5.2%
Fees: accounting		$37,441	-	-	-	0.4%
Fees: other services		$16,667	-	-	-	0.2%
Total		$9,234,002				100%

View the filing

2019 · Form 990 · $10,950,160 spent · pay $424,171 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$9,704,792	-	-	-	88.6%
Other (as described)	TAXES INCURRED	$716,907	-	-	-	6.5%
Pay: officers, directors, trustees, key employees		$424,171	-	-	-	3.9%
Fees: investment management		$62,508	-	-	-	0.6%
Fees: accounting		$29,782	-	-	-	0.3%
Fees: other services		$12,000	-	-	-	0.1%
Total		$10,950,160				100%

View the filing

2018 · Form 990 · $12,985,563 spent · pay $506,939 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$10,249,997	-	-	-	78.9%
Other (as described)	TAXES INCURRED	$2,192,627	-	-	-	16.9%
Pay: officers, directors, trustees, key employees		$506,939	-	-	-	3.9%
Fees: accounting		$24,000	-	-	-	0.2%
Fees: other services		$12,000	-	-	-	0.1%
Total		$12,985,563				100%

View the filing

2017 · Form 990 · $21,455,283 spent · pay $482,455 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$14,170,736	-	-	-	66.0%
Other (as described)	TAXES INCURRED	$6,705,767	-	-	-	31.3%
Pay: officers, directors, trustees, key employees		$482,455	-	-	-	2.2%
Fees: accounting		$53,350	-	-	-	0.2%
Fees: investment management		$42,975	-	-	-	0.2%
Total		$21,455,283				100%

View the filing

2016 · Form 990 · $12,401,200 spent · pay $379,113 · grants $0 · events $0

Line	Total	Program	Management	Fundraising	Share
Benefits paid to members	$11,871,234	-	-	-	95.7%
Pay: officers, directors, trustees, key employees	$379,113	-	-	-	3.1%
Fees: investment management	$131,209	-	-	-	1.1%
Fees: accounting	$19,644	-	-	-	0.2%
Total	$12,401,200				100%

View the filing

2015 · Form 990 · $18,214,463 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$15,801,374	-	-	-	86.8%
Other (as described)	TAX EXPENSE	$1,840,000	-	-	-	10.1%
Fees: investment management		$535,789	-	-	-	2.9%
Fees: accounting		$37,300	-	-	-	0.2%
Total		$18,214,463				100%

View the filing

2014 · Form 990 · $15,134,960 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$12,681,130	-	-	-	83.8%
Other (as described)	TAX EXPENSE	$1,890,000	-	-	-	12.5%
Fees: investment management		$541,430	-	-	-	3.6%
Fees: accounting		$22,400	-	-	-	0.1%
Total		$15,134,960				100%

View the filing

2013 · Form 990 · $13,208,608 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$10,686,041	-	-	-	80.9%
Other (as described)	TAX EXPENSE	$1,994,681	-	-	-	15.1%
Fees: investment management		$506,606	-	-	-	3.8%
Fees: accounting		$21,280	-	-	-	0.2%
Total		$13,208,608				100%

View the filing

2012 · Form 990 · $10,457,498 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$8,594,458	-	-	-	82.2%
Other (as described)	TAX EXPENSE	$1,374,000	-	-	-	13.1%
Fees: investment management		$467,740	-	-	-	4.5%
Fees: accounting		$21,300	-	-	-	0.2%
Total		$10,457,498				100%

View the filing

2011 · Form 990 · $11,109,043 spent · pay $0 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$8,912,871	-	-	-	80.2%
Other (as described)	TAX EXPENSE	$1,726,145	-	-	-	15.5%
Fees: investment management		$445,227	-	-	-	4.0%
Fees: accounting		$24,800	-	-	-	0.2%
Total		$11,109,043				100%

View the filing

2010 · Form 990 · $10,732,647 spent · pay $28,495 · grants $0 · events $0

Line	As described	Total	Program	Management	Fundraising	Share
Benefits paid to members		$9,068,661	-	-	-	84.5%
Other (as described)	TAX EXPENSE	$1,196,000	-	-	-	11.1%
Fees: investment management		$410,490	-	-	-	3.8%
Fees: accounting		$29,001	-	-	-	0.3%
Pay: officers, directors, trustees, key employees		$28,495	-	-	-	0.3%
Total		$10,732,647				100%

View the filing