STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

ADVANCING STATES INC

Cite this

Plain text ADVANCING STATES INC. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/396095459. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). ADVANCING STATES INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/396095459

MLA “ADVANCING STATES INC.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/396095459. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $12.3M · expenses $10.5M · assets $7.6M

EIN
39-6095459
Address
241 18TH ST S STE 403, ARLINGTON, VA 22202-3414
Website
https://www.advancingstates.org
NTEE code
P81C
Subsection
501(c)(3)
Ruling year
1966
Cross-check
ProPublica Nonprofit Explorer

Mission

ADvancing States is a national association representing the 56 state and territorial agencies on aging and disability services. The organization is dedicated to supporting state agencies in developing, implementing, and improving programs that serve older adults, people with disabilities, and their caregivers. ADvancing States is funded through membership dues, grants and subcontracts with the federal government through the U.S. Department of Health and Human Services, revenue from national meetings, and enhanced technical assistance projects funded by state agencies and foundations. Our work helps states advance community integration, health and wellness, consumer access, the paid and unpaid workforce, organizational effectiveness, participant health and welfare, quality outcomes, and service access. The organization's operations are structured into four primary categories: Long-Term Services

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

25 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Martha Roherty Executive Director2011-2024 $454,446$4,171,950 2
Camille Dobson Deputy Executive Director2015-2024 $356,762$2,436,281 2
Nanette Relave Sr. Director of I&R Support Center2016-2024 $209,661$1,336,854 1
April Young Sr. Director of Strategic Initiatives2021-2024 $149,074$557,274 1
Kathy Greenlee Sr. Director of Elder Justice2023-2024 $231,373$434,408 1
Abby Cox Sr. Director of Aging Policy2024 $191,485$191,485 1
Pearl Barnett Deputy Director of State Services2024 $182,567$182,567 1
Rachel Neely Director of Medicaid Policy2024 $150,814$150,814 1
Gabriel Passos Director of Executive Relations2024 $134,159$134,159 2
Holly Riley Director of Aging Services2024 $122,738$122,738 1
Damon Terzaghi (former) SR DIR OF LTSS POLICY (THRU 12/22)2015-2022 $205,137$1,240,472 1
Denikka Pearl Barnett (former) Deputy Director of Operations2019-2023 $248,022$1,135,841 1
Deborah Merrill (former) Senior Policy Director2011-2016 $131,093$863,427 1
Eric Risteen (former) COO (UNTIL JAN 15)2011-2014 $131,819$470,491 1
Riina Lubja (former) Director of Finance2021-2023 $165,037$461,527 1
John Hall (former) SENIOR DIRECTOR OF MEDICAID POLICY2013 $166,169$166,169 1
Kristin Murphy (former) SENIOR DIRECTOR (THRU 5/22)2021 $157,776$157,776 1
Justin Hatmaker (former) Chief of Staff2023 $156,141$156,141 1
Bryan Proctor (former) CHIEF OPERATING OFFICER2014-2015 $139,678$148,862 1
Michael Cheek (former) DIRECTOR OF STATE SERVICES2011 $144,939$144,939 1
Diana Scully (former) SENIOR DIRECTOR OF STATE SERVICES2012 $144,608$144,608 1
Robert Alonso (former) CHIEF FINANCIAL OFFICER2017 $140,541$140,541 1
Rachel Feldman (former) SR DIRECTOR CORPORATE RELATIONS2017 $124,844$124,844 1
Kimberly Fletcher (former) SPONSORSHIP DIRECTOR2016 $118,158$118,158 1
Erica Anderson Lindquist (former) SR DIRECTOR BUSINESS ACUMEN2017 $113,395$113,395 1
Unpaid officers and directors · 61 people
NameLatest titleYearsOrganizations
Nels Holmgren Immediate Past President2011-2024 1
Bea Rector President2019-2024 1
Ursel McElroy Vice President2021-2024 1
Bonnie Silva Secretary2021-2024 1
Susan DeMarois Treasurer2021-2024 1
Victoria Elridge At-Large2023-2024 1
Jakenna Lebsock At-Large2023-2024 1
David Ward At-Large2023-2024 1
Jason Kavulich At-Large2024 1
Jessica Bax (former) At-Large2020-2023 1
Elizabeth Chen (former) At-Large (until 6/1/24)2023 1
Kathleen Dougherty (former) PRESIDENT2017-2022 1
Curtis Cunningham (former) PAST PRESIDENT2016-2022 1
Kari Benson (former) SECRETARY2017-2021 1
Abigail Cox (former) AT LARGE2020 1
Alexis Travis (former) AT LARGE2020 1
Duane Mayes (former) PAST PRESIDENT2013-2020 1
Kathy Bruni (former) AT LARGE(THRU 8/19), TREAS(BEG 8/19)2019 1
Kevin Hancock (former) AT LARGE (BEG 8/19)2019 1
Lora Connolly (former) PRESIDENT2012-2017 1
James Rothrock (former) FIRST VP2011-2017 1
Yonda Snyder (former) SECOND VP2016-2017 1
Jen Burnett (former) SECRETARY2016-2017 1
Claudia Schlosberg (former) SECRETARY2016-2017 1
Gary Jessee (former) PAST PRESIDENT2011-2017 1
Alice Bonner (former) AT LARGE2015-2017 1
Betsy Ritter (former) AT LARGE2016-2017 1
Patti Killingsworth (former) DIRECTOR2015-2016 2
Donna Harvey (former) DIRECTOR2011-2016 1
Jed Ziegenhagen (former) At Large2015-2016 1
James Bulot (former) PRESIDENT (THRU FEB 2016)2011-2015 1
Lance Robertson (former) PAST PRESIDENT2011-2015 1
Myles Copeland (former) DIRECTORS (JULY 15 - FEB 16)2015 1
Gloria Lawlah (former) DIRECTOR (THRU JULY 2015)2011-2015 1
Lowell Arye (former) DIRECTOR (SEPT 2015 - JAN 2016)2013-2015 1
Heather Babbitt (former) DIRECTOR (THRU FEB 16)2013-2015 1
Melinda Bertucci (former) DIRECTOR (THRU FEB 16)2013-2015 1
Bonnie Kantor-Burman (former) DIRECTOR (THRU FEB 16)2011-2015 1
Corinda Crossdale (former) DIRECTOR (THRU FEB 16)2013-2015 1
Celesta Hartgraves (former) DIRECTOR (THRU FEB 16)2011-2015 1
Bill Moss (former) DIRECTOR (THRU FEB 16)2013-2015 1
Gino Rinaldi (former) DIRECTOR (THRU JULY 2015)2013-2015 1
David Rogers (former) DIRECTOR (THRU FEB 16)2013-2015 1
Jean K Wood (former) DIRECTOR (THRU FEB 16)2011-2015 1
Brian Duke (former) DIRECTOR (SEPT 14 - JAN 15)2011-2014 1
Ann Hartstein (former) DIRECTOR (UNTIL DEC 14)2011-2014 1
Krista Hughes (former) DIRECTOR (UNTIL MAR 15)2011-2014 1
Wesley Lum (former) DIRECTOR (UNTIL FEB 15)2011-2014 1
Charles Rehbein (former) DIRECTOR (UNTIL SEPT 14)2011-2014 1
Melanie Starns (former) DIRECTOR (UNTIL MAR 15)2011-2014 1
Susan Wehry (former) DIRECTOR (UNTIL JUNE 15)2012-2014 1
James Martin (former) DIRECTOR2013 1
Jill Rogers (former) DIRECTOR2013 1
Greg Olsen (former) DIRECTOR2011-2012 1
Dennis Streets (former) DIRECTOR2011-2012 1
Charles Corely (former) DIRECTOR2011-2012 1
William J Streur (former) DIRECTOR2012 1
Carol Sala (former) PRESIDENT (7/1/11 - 3/31/12)2011 1
Irene Collins (former) IMMEDIATE PAST PRESIDENT2011 1
Nancy Day (former) DIRECTOR2011 1
Maryanne Lindeblad (former) DIRECTOR2011 1

People by year

2024 · 19 people listed · 10 paid, $2.2M · 33 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Martha Roherty Executive Director35 $401,437$0$53,009 $454,4462
Camille Dobson Deputy Executive Director35 $312,362$0$44,400 $356,7622
Kathy Greenlee Sr. Director of Elder Justice30 $186,463$0$44,910 $231,3731
Nanette Relave Sr. Director of I&R Support Center31 $151,505$0$58,156 $209,6611
Abby Cox Sr. Director of Aging Policy35 $166,440$0$25,045 $191,4851
Pearl Barnett Deputy Director of State Services35 $155,559$0$27,008 $182,5671
Rachel Neely Director of Medicaid Policy35 $126,314$0$24,500 $150,8141
April Young Sr. Director of Strategic Initiatives35 $133,056$0$16,018 $149,0741
Gabriel Passos Director of Executive Relations35 $116,717$0$17,442 $134,1592
Holly Riley Director of Aging Services35 $100,261$0$22,477 $122,7381
Bea Rector President4 $0$0$0 $01
Ursel McElroy Vice President4 $0$0$0 $01
Bonnie Silva Secretary2 $0$0$0 $01
Susan DeMarois Treasurer2 $0$0$0 $01
Nels Holmgren Immediate Past President2 $0$0$0 $01
Jakenna Lebsock At-Large2 $0$0$0 $01
Victoria Elridge At-Large2 $0$0$0 $01
David Ward At-Large2 $0$0$0 $01
Jason Kavulich At-Large2 $0$0$0 $01
2023 · 18 people listed · 8 paid, $1.8M · 33 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Martha Roherty Executive Director35 $370,575$0$44,725 $415,3002
Camille Dobson Deputy Executive Director35 $284,415$0$40,161 $324,5762
Denikka Pearl Barnett Deputy Director of Operations35 $212,219$0$35,803 $248,0221
Kathy Jo Greenlee Senior Director of Elder Justice30 $179,002$0$24,033 $203,0351
Nanette Relave Sr Director of I&R Support Center35 $139,835$0$36,551 $176,3861
Riina Lubja Director of Finance35 $128,197$0$36,840 $165,0371
Justin Hatmaker Chief of Staff35 $135,833$0$20,308 $156,1411
April Young Sr Director of Strategic Initiatives35 $123,164$0$19,412 $142,5761
Nels Holmgren President4 $0$0$0 $01
Bea Rector Vice President4 $0$0$0 $01
Ursel McElroy Secretary2 $0$0$0 $01
Bonnie Silva Treasurer2 $0$0$0 $01
Jessica Bax At-Large2 $0$0$0 $01
Susan DeMarois At-Large2 $0$0$0 $01
Elizabeth Chen At-Large (until 6/1/24)2 $0$0$0 $01
Victoria L Elridge At-Large2 $0$0$0 $01
Jakenna L Lebsock At-Large2 $0$0$0 $01
David Ward At-Large2 $0$0$0 $01
2022 · 15 people listed · 7 paid, $1.7M · 33 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR35 $380,721$0$63,982 $444,7032
CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR35 $278,909$0$50,079 $328,9882
DENIKKA PEARL BARNETT DEPUTY DIRECTOR OF OPERATIONS35 $213,117$0$47,874 $260,9911
DAMON TERZAGHI SR DIR OF LTSS POLICY (THRU 12/22)35 $155,990$0$49,147 $205,1371
NANETTE RELAVE SENIOR DIR OF I&R SUPPORT CENTER35 $142,372$0$46,280 $188,6521
RIINA LUBJA DIRECTOR OF FINANCE35 $117,458$0$35,095 $152,5531
APRIL YOUNG SENIOR DIR OF BUSINESS ACUMEN35 $117,491$0$22,102 $139,5931
KATHLEEN DOUGHERTY PRESIDENT4 $0$0$0 $01
NELS HOLMGREN VICE PRESIDENT4 $0$0$0 $01
BEA RECTOR SECRETARY2 $0$0$0 $01
URSEL MCELROY TREASURER2 $0$0$0 $01
SUSAN DEMAROIS AT LARGE2 $0$0$0 $01
JESSICA BAX AT LARGE2 $0$0$0 $01
BONNIE SILVA AT LARGE2 $0$0$0 $01
CURTIS CUNNINGHAM PAST PRESIDENT2 $0$0$0 $01
2021 · 17 people listed · 8 paid, $1.7M · 19 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR35 $358,505$0$56,835 $415,3402
CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR35 $248,752$0$36,882 $285,6342
DENIKKA PEARL BARNETT DEPUTY DIRECTOR OF OPERATIONS35 $192,460$0$39,522 $231,9821
DAMON TERZAGHI SR DIR OF LTSS POLICY (THRU 12/22)35 $139,688$0$41,505 $181,1931
NANETTE RELAVE SENIOR DIR OF I&R SUPPORT CENTER35 $129,335$0$38,484 $167,8191
KRISTIN MURPHY SENIOR DIRECTOR (THRU 5/22)35 $135,212$0$22,564 $157,7761
RIINA LUBJA DIRECTOR OF FINANCE35 $109,427$0$34,510 $143,9371
APRIL YOUNG SENIOR DIR OF BUSINESS ACUMEN35 $107,336$0$18,695 $126,0311
KATHLEEN DOUGHERTY PRESIDENT4 $0$0$0 $01
NELS HOLMGREN VICE PRESIDENT4 $0$0$0 $01
KARI BENSON SECRETARY4 $0$0$0 $01
BEA RECTOR TREASURER2 $0$0$0 $01
JESSICA BAX AT LARGE2 $0$0$0 $01
SUSAN DEMAROIS AT LARGE2 $0$0$0 $01
URSEL MCELROY AT LARGE2 $0$0$0 $01
BONNIE SILVA AT LARGE2 $0$0$0 $01
CURTIS CUNNINGHAM PAST PRESIDENT2 $0$0$0 $01
2020 · 13 people listed · 5 paid, $1.3M · 17 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR35 $365,729$0$59,839 $425,5682
CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR35 $231,040$0$44,176 $275,2162
DENIKKA BARNETT DEPUTY DIRECTOR OF OPERATI35 $175,162$0$42,197 $217,3591
DAMON TERZAGHI SENIOR DIRECTOR35 $152,577$0$54,874 $207,4511
NANETTE RELAVE SENIOR DIRECTOR32 $132,628$0$51,057 $183,6851
CURTIS CUNNINGHAM PRESIDENT4 $0$0$0 $01
KATHLEEN DOUGHERTY VICE PRESIDENT4 $0$0$0 $01
NELS HOLMGREN SECRETARY4 $0$0$0 $01
BEA RECTOR TREASURER2 $0$0$0 $01
JESSICA BAX AT LARGE2 $0$0$0 $01
ABIGAIL COX AT LARGE2 $0$0$0 $01
ALEXIS TRAVIS AT LARGE2 $0$0$0 $01
DUANE MAYES PAST PRESIDENT2 $0$0$0 $01
2019 · 13 people listed · 5 paid, $1.1M · 19 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR35 $258,693$0$35,006 $293,6992
CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR35 $231,698$0$31,384 $263,0822
DAMON TERZAGHI SENIOR DIRECTOR35 $148,152$0$33,939 $182,0911
DENIKKA BARNETT DEPUTY DIRECTOR OF OPERATIONS35 $151,552$0$25,935 $177,4871
NANETTE RELAVE SENIOR DIRECTOR32 $122,937$0$30,288 $153,2251
CURTIS CUNNINGHAM VP (THRU 8/19), PRES (BEG 8/19)4 $0$0$0 $01
KATHLEEN DOUGHERTY SEC (THRU 8/19), VP (BEG 8/19)4 $0$0$0 $01
NELS HOLMGREN TREAS (THRU 8/19), SEC (BEG 8/19)4 $0$0$0 $01
KATHY BRUNI AT LARGE(THRU 8/19), TREAS(BEG 8/19)4 $0$0$0 $01
KARI BENSON AT LARGE2 $0$0$0 $01
BEA RECTOR AT LARGE2 $0$0$0 $01
KEVIN HANCOCK AT LARGE (BEG 8/19)2 $0$0$0 $01
DUANE MAYES PAST PRESIDENT (BEG 8/19)2 $0$0$0 $01
2017 · 20 people listed · 7 paid, $1.2M · 15 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR40 $254,591$0$33,776 $288,3672
CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR40 $193,540$0$23,969 $217,5092
DAMON TERZAGHI SR DIRECTOR MEDICAID POLICY & PLANNING40 $137,299$0$25,454 $162,7531
ROBERT ALONSO CHIEF FINANCIAL OFFICER40 $124,492$0$16,049 $140,5411
NANETTE RELAVE SR DIRECTOR NATL I&R SUPPORT CENTER36 $109,148$0$23,751 $132,8991
RACHEL FELDMAN SR DIRECTOR CORPORATE RELATIONS40 $100,689$0$24,155 $124,8441
ERICA ANDERSON LINDQUIST SR DIRECTOR BUSINESS ACUMEN40 $112,741$0$654 $113,3951
LORA CONNOLLY PRESIDENT4 $0$0$0 $01
DUANE MAYES VICE PRESIDENT4 $0$0$0 $01
JAMES ROTHROCK FIRST VP4 $0$0$0 $01
YONDA SNYDER SECOND VP4 $0$0$0 $01
CURTIS CUNNINGHAM TREASURER4 $0$0$0 $01
JEN BURNETT SECRETARY4 $0$0$0 $01
CLAUDIA SCHLOSBERG SECRETARY4 $0$0$0 $01
GARY JESSEE PAST PRESIDENT4 $0$0$0 $01
ALICE BONNER AT LARGE2 $0$0$0 $01
BETSY RITTER AT LARGE2 $0$0$0 $01
KARI BENSON AT LARGE2 $0$0$0 $01
KATHLEEN DOUGHERTY AT LARGE2 $0$0$0 $01
NELS HOLMGREN AT LARGE2 $0$0$0 $01
2016 · 19 people listed · 6 paid, $1.0M · 17 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Martha Roherty Executive Director40 $254,553$0$44,654 $299,2072
Camille Dobson Deputy Executive Director40 $177,677$0$23,942 $201,6192
Damon Terzaghi Senior Director of Medicaid Policy and Planning40 $135,846$0$20,028 $155,8741
Deborah Merrill Senior Policy Director40 $113,130$0$17,963 $131,0931
Nanette Relave Senior Director of National I&R Support Center40 $104,324$0$20,203 $124,5271
KIMBERLY FLETCHER SPONSORSHIP DIRECTOR40 $104,177$0$13,981 $118,1581
Lora Connolly President4 $0$0$0 $01
Yonda Snyder Second VP4 $0$0$0 $01
Duane Mayes Treasurer4 $0$0$0 $01
Jen Burnett Secretary4 $0$0$0 $01
Gary Jessee Past President4 $0$0$0 $01
Alice Bonner At Large2 $0$0$0 $01
Curtis Cunningham At Large2 $0$0$0 $01
Betsy Ritter At Large2 $0$0$0 $01
Claudia Schlosberg At Large2 $0$0$0 $01
James Rothrock DIRECTOR2 $0$0$0 $01
Donna Harvey DIRECTOR2 $0$0$0 $01
Patti Killingsworth DIRECTOR2 $0$0$0 $02
Jed Ziegenhagen At Large2 $0$0$0 $01
2015 · 28 people listed · 5 paid, $927K · 15 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR40 $246,511$0$47,723 $294,2342
CAMILLE DOBSON DEPUTY EXECUTIVE DIRECTOR40 $160,700$0$22,195 $182,8952
DEBORAH MERRILL SENIOR POLICY DIRECTOR40 $143,230$0$20,994 $164,2241
DAMON TERZAGHI SENIOR PROJECT DIRECTOR40 $129,410$0$16,563 $145,9731
BRYAN PROCTOR CHIEF OPERATING OFFICER40 $117,692$0$21,986 $139,6781
GARY JESSEE PRESIDENT (AS OF FEB 2016)4 $0$0$0 $01
JAMES BULOT PRESIDENT (THRU FEB 2016)4 $0$0$0 $01
JAMES ROTHROCK FIRST VP4 $0$0$0 $01
LORA CONNOLLY SECOND VP4 $0$0$0 $01
LANCE ROBERTSON PAST PRESIDENT4 $0$0$0 $01
DONNA HARVEY TREASURER4 $0$0$0 $01
PATTI KILLINGSWORTH SECRETARY4 $0$0$0 $02
ALICE BONNER AT LARGE2 $0$0$0 $01
JED ZIEGENHAGEN AT LARGE2 $0$0$0 $01
MYLES COPELAND DIRECTORS (JULY 15 - FEB 16)2 $0$0$0 $01
GLORIA LAWLAH DIRECTOR (THRU JULY 2015)2 $0$0$0 $01
LOWELL ARYE DIRECTOR (SEPT 2015 - JAN 2016)2 $0$0$0 $01
HEATHER BABBITT DIRECTOR (THRU FEB 16)2 $0$0$0 $01
MELINDA BERTUCCI DIRECTOR (THRU FEB 16)2 $0$0$0 $01
BONNIE KANTOR-BURMAN DIRECTOR (THRU FEB 16)2 $0$0$0 $01
CORINDA CROSSDALE DIRECTOR (THRU FEB 16)2 $0$0$0 $01
CELESTA HARTGRAVES DIRECTOR (THRU FEB 16)2 $0$0$0 $01
NELS HOLMGREN DIRECTOR (THRU FEB 16)2 $0$0$0 $01
DUANE MAYES DIRECTOR (THRU FEB 16)2 $0$0$0 $01
BILL MOSS DIRECTOR (THRU FEB 16)2 $0$0$0 $01
GINO RINALDI DIRECTOR (THRU JULY 2015)2 $0$0$0 $01
DAVID ROGERS DIRECTOR (THRU FEB 16)2 $0$0$0 $01
JEAN K WOOD DIRECTOR (THRU FEB 16)2 $0$0$0 $01
2014 · 30 people listed · 4 paid, $523K · 17 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR40 $186,102$0$35,693 $221,7952
DEBORAH MERRILL SENIOR POLICY ADVISOR40 $143,230$0$17,024 $160,2541
ERIC RISTEEN COO (UNTIL JAN 15)40 $122,072$0$9,747 $131,8191
BRYAN PROCTOR COO (FROM JAN 15)40 $8,038$0$1,146 $9,1841
JAMES BULOT PRESIDENT (AS OF SEPT 14)4 $0$0$0 $01
GARY JESSEE VICE PRESIDENT (AS OF SEPT 14)4 $0$0$0 $01
LORA CONNOLLY TREASURER (AS OF SEPT 14)4 $0$0$0 $01
JAMES ROTHROCK SECRETARY (AS OF SEPT 14)4 $0$0$0 $01
GLORIA LAWLAH IMMEDIATE PAST PRESIDENT (AS OF SEPT 14)4 $0$0$0 $01
LANCE ROBERTSON PAST PRESIDENT4 $0$0$0 $01
LOWELL ARYE DIRECTOR2 $0$0$0 $01
HEATHER BABBITT DIRECTOR (AS OF JAN 15)2 $0$0$0 $01
MELINDA BERTUCCI DIRECTOR (AS OF DEC 14)2 $0$0$0 $01
BONNIE KANTOR-BURMAN DIRECTOR2 $0$0$0 $01
CORINDA CROSSDALE DIRECTOR (AS OF SEPT 14)2 $0$0$0 $01
BRIAN DUKE DIRECTOR (SEPT 14 - JAN 15)2 $0$0$0 $01
CELESTA HARTGRAVES DIRECTOR2 $0$0$0 $01
ANN HARTSTEIN DIRECTOR (UNTIL DEC 14)2 $0$0$0 $01
DONNA HARVEY DIRECTOR2 $0$0$0 $01
NELS HOLMGREN DIRECTOR2 $0$0$0 $01
KRISTA HUGHES DIRECTOR (UNTIL MAR 15)2 $0$0$0 $01
WESLEY LUM DIRECTOR (UNTIL FEB 15)2 $0$0$0 $01
DUANE MAYES DIRECTOR2 $0$0$0 $01
BILL MOSS DIRECTOR2 $0$0$0 $01
CHARLES REHBEIN DIRECTOR (UNTIL SEPT 14)2 $0$0$0 $01
GINO RINALDI DIRECTOR2 $0$0$0 $01
DAVID ROGERS DIRECTOR (AS OF SEPT 14)2 $0$0$0 $01
MELANIE STARNS DIRECTOR (UNTIL MAR 15)2 $0$0$0 $01
SUSAN WEHRY DIRECTOR (UNTIL JUNE 15)2 $0$0$0 $01
JEAN K WOOD DIRECTOR2 $0$0$0 $01
2013 · 30 people listed · 4 paid, $627K · 14 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR40 $177,438$0$31,860 $209,2982
JOHN HALL SENIOR DIRECTOR OF MEDICAID POLICY40 $145,464$0$20,705 $166,1691
DEBORAH MERRILL SENIOR POLICY ADVISOR40 $134,973$0$10,646 $145,6191
ERIC RISTEEN CHIEF OPERATING OFFICER40 $104,551$0$1,009 $105,5601
JAMES BULOT PRESIDENT4 $0$0$0 $01
GARY JESSEE VICE PRESIDENT4 $0$0$0 $01
LORA CONNOLLY SECRETARY4 $0$0$0 $01
JAMES ROTHROCK TREASURER4 $0$0$0 $01
GLORIA LAWLAH IMMEDIATE PAST PRESIDENT4 $0$0$0 $01
LANCE ROBERTSON PAST PRESIDENT4 $0$0$0 $01
JAMES MARTIN DIRECTOR2 $0$0$0 $01
SUSAN WEHRY DIRECTOR2 $0$0$0 $01
LOWELL ARYE DIRECTOR2 $0$0$0 $01
CORINDA CROSSDALE DIRECTOR2 $0$0$0 $01
BRIAN DUKE DIRECTOR2 $0$0$0 $01
JILL ROGERS DIRECTOR2 $0$0$0 $01
DAVID ROGERS DIRECTOR2 $0$0$0 $01
MELINDA BERTUCCI DIRECTOR2 $0$0$0 $01
JEAN K WOOD DIRECTOR2 $0$0$0 $01
BONNIE KANTOR-BURMAN DIRECTOR2 $0$0$0 $01
KRISTA HUGHES DIRECTOR2 $0$0$0 $01
GINO RINALDI DIRECTOR2 $0$0$0 $01
CELESTA HARTGRAVES DIRECTOR2 $0$0$0 $01
DONNA HARVEY DIRECTOR2 $0$0$0 $01
NELS HOLMGREN DIRECTOR2 $0$0$0 $01
HEATHER BABBITT DIRECTOR2 $0$0$0 $01
MELANIE STARNS DIRECTOR2 $0$0$0 $01
WESLEY LUM DIRECTOR2 $0$0$0 $01
BILL MOSS DIRECTOR2 $0$0$0 $01
DUANE MAYES DIRECTOR2 $0$0$0 $01
2012 · 26 people listed · 4 paid, $616K · 17 employees · 16 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR40 $170,082$0$43,753 $213,8352
DIANA SCULLY SENIOR DIRECTOR OF STATE SERVICES40 $126,692$0$17,916 $144,6081
DEBORAH MERRILL SENIOR POLICY DIRECTOR40 $118,940$0$18,023 $136,9631
ERIC RISTEEN CHIEF OPERATING OFFICER40 $112,063$0$8,814 $120,8771
LANCE ROBERTSON PRESIDENT4 $0$0$0 $01
GLORIA LAWLAH VICE PRESIDENT4 $0$0$0 $01
JAMES BULOT SECRETARY4 $0$0$0 $01
LORA CONNOLLY TREASURER4 $0$0$0 $01
ANN HARTSTEIN DIRECTOR2 $0$0$0 $01
SUSAN WEHRY DIRECTOR2 $0$0$0 $01
GREG OLSEN DIRECTOR2 $0$0$0 $01
JAMES ROTHROCK DIRECTOR2 $0$0$0 $01
BRIAN DUKE DIRECTOR2 $0$0$0 $01
DENNIS STREETS DIRECTOR2 $0$0$0 $01
CHARLES CORELY DIRECTOR2 $0$0$0 $01
JEAN K WOOD DIRECTOR2 $0$0$0 $01
BONNIE KANTOR-BURMAN DIRECTOR2 $0$0$0 $01
GARY JESSEE DIRECTOR2 $0$0$0 $01
KRISTA HUGHES DIRECTOR2 $0$0$0 $01
CELESTA HARTGRAVES DIRECTOR2 $0$0$0 $01
DONNA HARVEY DIRECTOR2 $0$0$0 $01
CHARLES REHBEIN DIRECTOR2 $0$0$0 $01
NELS HOLMGREN DIRECTOR2 $0$0$0 $01
MELANIE STARNS DIRECTOR2 $0$0$0 $01
WESLEY LUM DIRECTOR2 $0$0$0 $01
WILLIAM J STREUR DIRECTOR2 $0$0$0 $01
2011 · 27 people listed · 4 paid, $579K · 15 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARTHA ROHERTY EXECUTIVE DIRECTOR40 $164,703$0$31,455 $196,1582
MICHAEL CHEEK DIRECTOR OF STATE SERVICES40 $136,105$0$8,834 $144,9391
DEBORAH MERRILL SENIOR POLICY DIRECTOR40 $116,440$0$8,834 $125,2741
ERIC RISTEEN CHIEF OPERATING OFFICER40 $110,792$0$1,443 $112,2351
CAROL SALA PRESIDENT (7/1/11 - 3/31/12)4 $0$0$0 $01
LANCE ROBERTSON PRESIDENT (4/1/12 - 6/30/12)4 $0$0$0 $01
GLORIA LAWLAH SECRETARY4 $0$0$0 $01
JAMES BULOT TREASURER4 $0$0$0 $01
IRENE COLLINS IMMEDIATE PAST PRESIDENT4 $0$0$0 $01
ANN HARTSTEIN DIRECTOR2 $0$0$0 $01
GREG OLSEN DIRECTOR2 $0$0$0 $01
NANCY DAY DIRECTOR2 $0$0$0 $01
JAMES ROTHROCK DIRECTOR2 $0$0$0 $01
BRIAN DUKE DIRECTOR2 $0$0$0 $01
DENNIS STREETS DIRECTOR2 $0$0$0 $01
CHARLES CORELY DIRECTOR2 $0$0$0 $01
JEAN K WOOD DIRECTOR2 $0$0$0 $01
BONNIE KANTOR-BURMAN DIRECTOR2 $0$0$0 $01
GARY JESSEE DIRECTOR2 $0$0$0 $01
KRISTA HUGHES DIRECTOR2 $0$0$0 $01
CELESTA HARTGRAVES DIRECTOR2 $0$0$0 $01
DONNA HARVEY DIRECTOR2 $0$0$0 $01
CHARLES REHBEIN DIRECTOR2 $0$0$0 $01
NELS HOLMGREN DIRECTOR2 $0$0$0 $01
MELANIE STARNS DIRECTOR2 $0$0$0 $01
WESLEY LUM DIRECTOR2 $0$0$0 $01
MARYANNE LINDEBLAD DIRECTOR2 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $2.8M
NameLocationServicePaid
HCBS Strategies IncorporatedBaltimore, MDProgram Support Services$1,258,179
Altarum InstituteCincinnati, OHTech & Infrastructure Development$780,000
Human Services Research InstituteCambridge, MATech & Data Tool Development$434,870
National Assoc of State Directors of DeAlexandria, VAProgram Support Services$178,771
Vault Consulting LLCMclean, VAAccounting Services$137,460
2023 · 5 contractors · $1.6M
NameLocationServicePaid
Altarum InstituteCincinnati, OHTech & Infrastructure Development$700,000
Human Services Research InstituteCambridge, MATech & Data Tool Development$380,000
HCBS Strategies IncorporatedBaltimore, MDProgram Support Services$253,692
EventsAIRMountlake Terrace, WASoftware Services$142,457
HPN Destination Services LLCScottsdale, AZConference Support Services$141,719
2021 · 2 contractors · $490K
NameLocationServicePaid
MARRIOTT WATERFRONTBALTIMORE, MDEVENT VENUE$333,513
FOUR MOON PRODUCTIONSHENDERSON, NVEVENT MANAGEMENT, EQUIPMENT, & SUPPORT$156,009
2020 · 1 contractor · $175K
NameLocationServicePaid
HSRICAMBRIDGE, MAPROFESSIONAL SERVICES$175,000
2019 · 2 contractors · $817K
NameLocationServicePaid
MARRIOTT INTERNATIONALCOLLEGE PARK, GACONFERENCE EXPENSE$534,388
HSRICAMBRIDGE, MAGRANT EXPENSE$282,884
2017 · 1 contractor · $226K
NameLocationServicePaid
HUMAN SERVICES RESEARCH INSTITUTEWASHINGTON, DCCONSULTING$225,757
2016 · 2 contractors · $459K
NameLocationServicePaid
Human Services Research InstituteCambridge, MAconsulting$267,756
O'CONNOR CONSULTING SERVICESCHESAPEAKE BEACH, MDconsulting$191,617
2015 · 2 contractors · $863K
NameLocationServicePaid
HILTON WASHINGTONWASHINGTON, DCCONFERENCE SERVICES$538,773
HUMAN SERVICES RESEARCH INSTITUTECAMBRIDGE, MAWEBSITE & SURVEY DEVELOPMENT$323,918
2014 · 1 contractor · $117K
NameLocationServicePaid
HUMAN SERVICES RESEARCH INSTITUTECAMBRIDGE, MAWEBSITE & SURVEY DEVELOPMENT$117,138

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 ↗
$12,277,435$10,518,247 $7,627,994$2,104,600 $1,183,514$10,972,165 $1,021,563339
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$8,916,226$10,168,294 $5,607,580$329,327 $987,067$7,863,499 $1,060,734339
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$8,019,640$8,488,969 $6,245,045$1,524,433 $709,666$7,241,640 $1,046,073338
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$6,268,510$5,472,110 $4,285,106$1,928,299 $1,255,029$4,986,316 $940,844199
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$4,077,038$3,751,285 $3,785,402$1,170,375 $753,976$3,322,010 $932,732177
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$4,772,131$4,470,863 $2,853,921$844,622 $902,438$3,850,738 $746,149198
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$4,479,576$4,171,848 $2,237,587$519,991 $1,291,436$3,188,070 $509,1281516
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$4,484,710$4,253,165 $1,716,800$212,263 $1,262,918$3,223,012 $506,1851716
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$4,101,760$4,236,924 $1,327,379-$19,282 $1,144,174$2,948,315 $621,7901525
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$3,313,385$3,465,480 $1,108,166$239,390 $906,262$2,404,624 $364,8521725
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$3,189,538$3,173,385 $1,201,595$391,485 $1,041,758$2,150,138 $213,8561416
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$2,334,762$2,600,008 $901,310$375,332 $884,361$1,448,946 $204,7931716
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$2,240,444$2,674,016 $1,264,570$640,578 $1,095,771$1,135,151 $199,020150

Funders of this organization

10 grantors reported grants to this organization, $4,521,396 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
NATIONAL COUNCIL ON AGING INC Public charity Exact 2009-2011, 2013-2015, 2017-2024 15$2,330,158 2024$444,219
show
NCCNHR Public charity Exact 2013-2024 12$657,169 2024$25,000
show
USAGING Public charity Exact 2023-2024 2$371,875 2024$146,875
show
THE SCAN FOUNDATION Public charity Exact 2012-2013, 2021-2023 5$321,258 2023$75,000
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2021, 2024 2$305,612 2024$230,612
show
ROCKEFELLER PHILANTHROPY ADVISORS INC DAF sponsor Exact 2022 1$200,000 2022$200,000
show
AARP Public charity Exact 2013, 2015, 2018-2024 9$159,500 2024$12,000
show
REHABILITATION INSTITUTE OF CHICAGO Public charity Exact 2021-2024 4$100,824 2024$37,824
show
DELTA DENTAL OF IOWA FOUNDATION Public charity Exact 2016 1$40,000 2016$40,000
show
PHARMACEUTICAL RESEARCH AND MANUFACTURERS OF AMERICA Public charity Exact 2013, 2015-2016 3$35,000 2016$10,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MOUNTAIN EMPIRE OLDER CITIZENS INCVAP81 $22,879,982$23,186,895 EXECUTIVE DIRECTOR$111,389 Same NTEE code P81, revenue within 2x, same state
THE CAPITAL AREA AGENCY ON AGINGVAP81 $11,445,723$10,156,049 CEO/PRESIDENT$191,636 Same NTEE code P81, revenue within 2x, same state
OSCEOLA COUNTY COUNCIL ON AGING INCFLP81 $11,810,687$13,735,003 CHIEF EXECUTIVE OFFICER$168,808 Same NTEE code P81, revenue within 2x
COUNCIL ON AGING INCWVP81 $8,166,004$7,583,054 Executive Director$191,904 Same NTEE code P81, revenue within 2x
AROOSTOOK AREA AGENCY ON AGING INCMEP81 $6,139,191$5,905,526 Executive Director$124,678 Same NTEE code P81, revenue within 2x
SOWEGA COUNCIL ON AGING INCGAP81 $7,318,025$6,874,141 EXECUTIVE DI$192,000 Same NTEE code P81, revenue within 2x
WESLEY COMMUNITY SERVICES INCIAP81 $22,362,302$23,153,482 PRESIDENT AND CEO$960,534 Same NTEE code P81, revenue within 2x
SENIOR SERVICES INCNCP81 $10,545,508$9,334,089 PRESIDENT/CE$245,021 Same NTEE code P81, revenue within 2x
CENTRAL MINNESOTA COUNCIL ON AGING INCMNP81 $8,025,532$8,032,477 EXECUTIVE DIRECTOR$181,837 Same NTEE code P81, revenue within 2x
TRIDENT AREA AGENCY ON AGING INCSCP81 $7,640,505$7,564,197 EXECUTIVE DI$107,776 Same NTEE code P81, revenue within 2x
LIFESTREAM SERVICES INCINP81 $15,483,301$15,263,656 President/CEO$166,236 Same NTEE code P81, revenue within 2x
BLAIR SENIOR SERVICES INCPAP81 $16,719,838$13,268,629 PRESIDENT$174,057 Same NTEE code P81, revenue within 2x
COUNCIL ON AGING-SOUTHERN CALIFORNIA INCCAP81 $7,958,912$7,969,211 PRESIDENT & CEO$246,642 Same NTEE code P81, revenue within 2x
SOUTHWESTERN INDIANA REGIONAL COUNCIL ON AGING INCINP81 $7,693,327$7,159,768 PRESIDENT$106,307 Same NTEE code P81, revenue within 2x
CENTRAL ARKANSAS AREA AGENCY ON AGING INCARP81 $13,627,304$14,057,315 CEO / PRESIDENT$213,030 Same NTEE code P81, revenue within 2x
SERVICE PROGRAM FOR OLDER PEOPLE INCNYP81 $7,296,203$6,508,759 CEO/CPO$249,873 Same NTEE code P81, revenue within 2x, similar mission
WESTERN CONNECTICUT AREA AGENCY ON AGING INCCTP81 $10,290,107$9,953,793 PRESIDENT/CEO$130,016 Same NTEE code P81, revenue within 2x
NORTH CENTRAL FLINT HILLS AREA AGENCY ON AGINGKSP81 $10,644,271$9,838,928 EXECUTIVE DI$99,434 Same NTEE code P81, revenue within 2x, similar mission
VANTAGE AGINGOHP81 $13,404,426$13,931,802 CFO$111,819 Same NTEE code P81, revenue within 2x
THE OASIS INSTITUTEMOP81 $7,739,606$7,811,764 PRESIDENT$215,195 Same NTEE code P81, revenue within 2x, similar mission
NORTHWEST SENIOR RESOURCES INCORPORATEDMIP81 $20,438,023$18,049,446 CEO$82,258 Same NTEE code P81, revenue within 2x
URBAN JACKSONVILLE INCFLP81 $13,944,794$15,221,428 PAST CEO$350,634 Same NTEE code P81, revenue within 2x
AGING AND COMMUNITY SERVICES OF SOUTH CENTRAL INDIANA INCINP81 $8,613,476$9,070,503 Executive Director$139,121 Same NTEE code P81, revenue within 2x
CENTRAL WEST VIRGINIA AGING SERVICES INCWVP81 $18,029,331$17,216,194 EXECUTIVE DIRECTOR$248,239 Same NTEE code P81, revenue within 2x
DOROT INCNYP81 $10,946,328$11,754,278 EXECUTIVE DIRECTOR$423,374 Same NTEE code P81, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$11,451,468187 372016–2024 DOROT INC; PENINSULA VOLUNTEERS INC; AVENIDAS; SOUND GENERATIONS and 33 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$11,175,052169 292014–2024 AVENIDAS; VIVALON; DOROT INC; PENINSULA VOLUNTEERS INC and 25 more
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC DAF sponsor$5,802,04617 22009–2024 DOROT INC; NEIGHBORHOOD SELF HELP BY OLDER PERSONS PROJECT INC
GARY AND MARY WEST FOUNDATION Private foundation$5,735,45756 12014–2022 SERVING SENIORS
WINSTON-SALEM FOUNDATION DAF sponsor$5,403,0917 22019–2024 SENIOR SERVICES INC; OSCEOLA COUNTY COUNCIL ON AGING INC
UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC DAF sponsor$4,921,39914 12018–2024 LIFESPAN OF GREATER ROCHESTER INC
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$3,311,79641 82010–2024 AVENIDAS; PENINSULA VOLUNTEERS INC; DOROT INC; GREATER BOSTON CHINESE GOLDEN AGE CENTER INC and 4 more
JEWISH COMMUNAL FUND DAF sponsor$3,300,32720 42009–2024 DOROT INC; NEW YORK FOUNDATION FOR SENIOR CITIZENS INC; FIND AID FOR THE AGED INC; IONA SENIOR SERVICES
J E AND L E MABEE FOUNDATION INC Private foundation$3,050,0003 12013–2022 LIFE SENIOR SERVICES INC
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor$2,945,29415 12010–2024 SERVING SENIORS
PRINCETON AREA COMMUNITY FOUNDATION INC DAF sponsor$2,916,60314 12010–2024 PRINCETON SENIOR RESOURCE CENTER
MARIN COMMUNITY FOUNDATION DAF sponsor$2,819,05217 22009–2024 VIVALON; AVENIDAS
THE HARRY & JEANETTE WEINBERG FOUNDATION INC Private foundation$2,775,0007 52013–2020 DOROT INC; SOWEGA COUNCIL ON AGING INC; SERVICE PROGRAM FOR OLDER PEOPLE INC; GREATER BOSTON CHINESE GOLDEN AGE CENTER INC and 1 more
MOTHER CABRINI HEALTH FOUNDATION Private foundation$2,586,77120 42019–2024 SERVICE PROGRAM FOR OLDER PEOPLE INC; LIFESPAN OF GREATER ROCHESTER INC; DOROT INC; PRESBYTERIAN SENIOR SERVICES
ANNE AND HENRY ZARROW FOUNDATION Private foundation$2,233,14029 12020–2024 LIFE SENIOR SERVICES INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $10,518,247 spent · pay $4,310,156 · grants $0 · events $1,606,331
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $2,795,539$2,789,772$5,767- 26.6%
Other salaries and wages $2,498,353$2,138,333$360,020- 23.8%
Conferences, conventions and meetings $1,606,331$1,527,892$78,439- 15.3%
Pay: officers, directors, trustees, key employees $1,021,563$846,491$175,072- 9.7%
Travel $408,984$389,011$19,973- 3.9%
Other employee benefits $383,073$317,424$65,649- 3.6%
Office expenses $320,900$155,059$165,841- 3.1%
Other (as described)Subscriptions and dues $269,622$158,614$111,008- 2.6%
Payroll taxes $242,037$200,557$41,480- 2.3%
Fees: accounting $223,112-$223,112- 2.1%
Pension plan contributions $165,130$136,831$28,299- 1.6%
Occupancy $151,282$85,053$66,229- 1.4%
Other (as described)Staff training $121,143$115,227$5,916- 1.2%
Depreciation and depletion $97,100$56,276$40,824- 0.9%
Fees: lobbying $72,000$69,042$2,958- 0.7%
Fees: legal $68,945$68,945-- 0.7%
Insurance $28,449$15,992$12,457- 0.3%
Fees: investment management $14,880-$14,880- 0.1%
Other (as described)Bad debt expense $10,102-$10,102- 0.1%
All other expenses $7,337$2,149$5,188- 0.1%
Other (as described)Taxes $6,383$1,870$4,513- 0.1%
Interest $5,982$1,752$4,230- 0.1%
Total$10,518,247100%

View the filing

2023 · Form 990 · $10,168,294 spent · pay $3,642,679 · grants $0 · events $1,574,426
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $3,475,229$3,425,956$49,273- 34.2%
Other salaries and wages $1,936,505$1,642,575$293,930- 19.0%
Conferences, conventions and meetings $1,574,426$1,523,381$51,045- 15.5%
Pay: officers, directors, trustees, key employees $1,060,734$1,017,421$43,313- 10.4%
Travel $340,641$329,598$11,043- 3.4%
Other employee benefits $322,835$309,653$13,182- 3.2%
Office expenses $276,328$196,946$79,382- 2.7%
Other (as described)Subscriptions and dues $247,811$172,231$75,580- 2.4%
Payroll taxes $200,174$192,000$8,174- 2.0%
Occupancy $159,545$109,049$50,496- 1.6%
Fees: accounting $131,483-$131,483- 1.3%
Pension plan contributions $122,431$117,432$4,999- 1.2%
Depreciation and depletion $96,734$67,267$29,467- 1.0%
Fees: lobbying $78,000$75,326$2,674- 0.8%
Other (as described)Bad debt expense $69,510$20,183$49,327- 0.7%
Fees: legal $20,342$20,342-- 0.2%
All other expenses $15,631$5,830$9,801- 0.2%
Fees: investment management $14,126-$14,126- 0.1%
Insurance $10,512$5,376$5,136- 0.1%
Other (as described)Staff training $8,090$7,828$262- 0.1%
Other (as described)Taxes $7,207$2,688$4,519- 0.1%
Total$10,168,294100%

View the filing

2022 · Form 990 · $8,488,969 spent · pay $3,646,318 · grants $0 · events $1,311,806
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $2,149,119$1,954,019$195,100- 25.3%
Other salaries and wages $1,965,269$1,763,498$201,771- 23.2%
Conferences, conventions and meetings $1,311,806$1,206,357$105,449- 15.5%
Pay: officers, directors, trustees, key employees $1,046,073$938,674$107,399- 12.3%
Travel $449,871$413,708$36,163- 5.3%
Other employee benefits $314,479$282,192$32,287- 3.7%
Office expenses $201,416$149,235$52,181- 2.4%
Payroll taxes $201,004$180,367$20,637- 2.4%
Fees: accounting $162,372$127,878$34,494- 1.9%
Occupancy $161,275$108,587$52,688- 1.9%
Pension plan contributions $119,493$107,225$12,268- 1.4%
Other (as described)SUBSCRIPTIONS & DUES $98,115$76,996$21,119- 1.2%
Depreciation and depletion $90,018$65,700$24,318- 1.1%
Fees: lobbying $78,000$70,919$7,081- 0.9%
Other (as described)MISCELLANEOUS $64,783$24,850$39,933- 0.8%
Fees: legal $28,707$10,570$18,137- 0.3%
Fees: investment management $11,944-$11,944- 0.1%
Insurance $10,214$7,180$3,034- 0.1%
Other (as described)STAFF TRAINING $9,626$3,692$5,934- 0.1%
Other (as described)TAXES $8,035$3,082$4,953- 0.1%
All other expenses $7,350$2,820$4,530- 0.1%
Total$8,488,969100%

View the filing

2021 · Form 990 · $5,472,110 spent · pay $2,677,335 · grants $0 · events $744,839
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,331,468$1,166,307$165,161- 24.3%
Fees: other services $989,501$982,409$7,092- 18.1%
Pay: officers, directors, trustees, key employees $940,844$820,209$120,635- 17.2%
Conferences, conventions and meetings $744,839$725,939$18,900- 13.6%
Other employee benefits $405,023$343,506$61,517- 7.4%
Office expenses $164,905$129,980$34,925- 3.0%
Fees: accounting $158,889-$158,889- 2.9%
Occupancy $152,354$114,014$38,340- 2.8%
Travel $132,528$94,631$37,897- 2.4%
Other (as described)SUBSCRIPTIONS & DUES $101,236$86,533$14,703- 1.9%
Depreciation and depletion $79,959$60,127$19,832- 1.5%
Fees: lobbying $78,000$78,000-- 1.4%
Fees: legal $63,509$27,450$36,059- 1.2%
Other (as described)WRITE OFF $43,345$27,083$16,262- 0.8%
Other (as described)BANK FEES $31,535$28,061$3,474- 0.6%
Other (as described)MISCELLANEOUS $28,314$23,717$4,597- 0.5%
All other expenses $10,510$1,024$9,486- 0.2%
Insurance $10,331$9,197$1,134- 0.2%
Fees: investment management $5,020-$5,020- 0.1%
Total$5,472,110100%

View the filing

2020 · Form 990 · $3,751,285 spent · pay $2,310,272 · grants $0 · events $138,086
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,029,892$866,351$163,541- 27.5%
Pay: officers, directors, trustees, key employees $932,732$778,547$154,185- 24.9%
Fees: other services $502,742$486,786$15,956- 13.4%
Office expenses $192,530$163,039$29,491- 5.1%
Occupancy $180,560$120,033$60,527- 4.8%
Other employee benefits $156,619$122,694$33,925- 4.2%
Conferences, conventions and meetings $138,086$131,125$6,961- 3.7%
Payroll taxes $117,766$97,758$20,008- 3.1%
Fees: accounting $89,775-$89,775- 2.4%
Fees: lobbying $78,000$78,000-- 2.1%
Depreciation and depletion $77,360$60,663$16,697- 2.1%
Pension plan contributions $73,263$58,863$14,400- 2.0%
Other (as described)SUBSCRIPTIONS & DUES $63,877$53,739$10,138- 1.7%
Other (as described)BAD DEBT $36,728-$36,728- 1.0%
Travel $30,900$29,320$1,580- 0.8%
Fees: legal $14,609-$14,609- 0.4%
Other (as described)TAXES $12,562-$12,562- 0.3%
Other (as described)MISCELLANEOUS $12,274$1,798$10,476- 0.3%
Insurance $11,010$8,180$2,830- 0.3%
Total$3,751,285100%

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2019 · Form 990 · $4,470,863 spent · pay $2,122,738 · grants $0 · events $578,835
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $998,265$802,756$195,509- 22.3%
Pay: officers, directors, trustees, key employees $746,149$604,612$141,537- 16.7%
Fees: other services $629,216$613,691$15,525- 14.1%
Conferences, conventions and meetings $578,835$567,936$10,899- 12.9%
Office expenses $360,561$345,373$15,188- 8.1%
Other employee benefits $207,781$176,250$31,531- 4.6%
Occupancy $149,632$126,241$23,391- 3.3%
Fees: accounting $132,714-$132,714- 3.0%
Travel $116,839$110,846$5,993- 2.6%
Payroll taxes $106,754$90,554$16,200- 2.4%
Depreciation and depletion $98,407$75,496$22,911- 2.2%
Fees: lobbying $78,000$78,000-- 1.7%
Other (as described)BAD DEBT $68,609-$68,609- 1.5%
Other (as described)SUBSCRIPTIONS & DUES $67,281$63,469$3,812- 1.5%
Pension plan contributions $63,789$54,109$9,680- 1.4%
Other (as described)MISCELLANEOUS $33,278$20,901$12,377- 0.7%
Fees: legal $23,720$99$23,621- 0.5%
Insurance $11,033$8,914$2,119- 0.2%
Total$4,470,863100%

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2017 · Form 990 · $4,171,848 spent · pay $1,683,220 · grants $0 · events $678,320
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $905,343$864,412$40,746$185 21.7%
Other salaries and wages $872,242$832,808$39,256$178 20.9%
Conferences, conventions and meetings $678,320$647,652$30,529$139 16.3%
Pay: officers, directors, trustees, key employees $509,128$486,110$22,914$104 12.2%
Occupancy $200,056$191,011$9,004$41 4.8%
Office expenses $163,826$156,420$7,373$33 3.9%
Travel $149,926$143,147$6,748$31 3.6%
Other employee benefits $116,449$111,184$5,241$24 2.8%
Fees: accounting $115,247$110,036$5,187$24 2.8%
Other (as described)MISCELLANEOUS $110,719$105,712$4,983$24 2.7%
Payroll taxes $95,037$90,741$4,277$19 2.3%
Pension plan contributions $90,364$86,279$4,067$18 2.2%
Depreciation and depletion $61,127$58,364$2,751$12 1.5%
Other (as described)PRINTING & PUBS $50,424$48,145$2,269$10 1.2%
Information technology $41,664$39,780$1,875$9 1.0%
Fees: legal $11,073$10,573$498$2 0.3%
Insurance $903$862$41- 0.0%
Total$4,171,848100%

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2016 · Form 990 · $4,253,165 spent · pay $1,770,135 · grants $0 · events $685,975
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $942,569$902,415$20,173$19,981 22.2%
Fees: other services $903,071$731,829$171,242- 21.2%
Conferences, conventions and meetings $685,975$668,947$15,004$2,024 16.1%
Pay: officers, directors, trustees, key employees $506,185$483,536$11,919$10,730 11.9%
Other employee benefits $321,381$302,972$11,597$6,812 7.6%
Office expenses $281,179$225,553$48,974$6,652 6.6%
Occupancy $192,100$91,075$101,025- 4.5%
Travel $183,516$178,960$4,014$542 4.3%
All other expenses $76,117$71,884$3,081$1,152 1.8%
Fees: accounting $69,200-$69,200- 1.6%
Depreciation and depletion $65,097$61,049$2,669$1,379 1.5%
Fees: legal $14,244$6,889$7,355- 0.3%
Insurance $12,531$4,982$7,549- 0.3%
Total$4,253,165100%

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2015 · Form 990 · $4,236,924 spent · pay $1,750,844 · grants $0 · events $870,650
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $870,650$862,546$6,516$1,588 20.5%
Other salaries and wages $853,455$790,078$92$63,285 20.1%
Fees: other services $627,826$525,216$100,510$2,100 14.8%
Pay: officers, directors, trustees, key employees $621,790$573,836$1,588$46,366 14.7%
Office expenses $301,298$241,833$47,874$11,591 7.1%
Other employee benefits $275,599$250,071$4,355$21,173 6.5%
Travel $232,812$208,136$19,270$5,406 5.5%
Occupancy $196,917$162,262$21,350$13,305 4.6%
Fees: accounting $100,436$9,583$90,853- 2.4%
Depreciation and depletion $67,254$55,754$6,919$4,581 1.6%
All other expenses $54,381$17,867$36,193$321 1.3%
Fees: legal $24,462$24,225$237- 0.6%
Insurance $10,044$8,523$847$674 0.2%
Total$4,236,924100%

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2014 · Form 990 · $3,465,480 spent · pay $1,609,504 · grants $0 · events $702,764
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $930,652$780,817$127,499$22,336 26.9%
Conferences, conventions and meetings $702,764$589,619$96,279$16,866 20.3%
Fees: other services $424,588$356,229$58,169$10,190 12.3%
Pay: officers, directors, trustees, key employees $364,852$306,111$49,985$8,756 10.5%
Other employee benefits $314,000$263,446$43,018$7,536 9.1%
Office expenses $255,709$214,540$35,032$6,137 7.4%
Occupancy $193,590$162,422$26,522$4,646 5.6%
Travel $153,165$128,505$20,984$3,676 4.4%
Depreciation and depletion $70,679$59,300$9,683$1,696 2.0%
Fees: accounting $24,159$20,269$3,310$580 0.7%
All other expenses $16,404$13,763$2,247$394 0.5%
Insurance $11,842$9,936$1,622$284 0.3%
Fees: legal $3,076$2,581$421$74 0.1%
Total$3,465,480100%

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2013 · Form 990 · $3,173,385 spent · pay $1,478,582 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $912,566$776,696$87,940$47,930 28.8%
Travel or entertainment for public officials $625,967$625,967-- 19.7%
Other (as described)CONTRACTUAL $328,494$328,494-- 10.4%
Travel $218,516$218,516-- 6.9%
Pay: officers, directors, trustees, key employees $213,856$182,083$20,600$11,173 6.7%
Office expenses $211,942$114,619$97,323- 6.7%
Occupancy $194,798$96,307$98,491- 6.1%
Other employee benefits $192,488$164,187$18,505$9,796 6.1%
Payroll taxes $83,385$70,970$8,035$4,380 2.6%
Pension plan contributions $76,287$64,926$7,353$4,008 2.4%
Depreciation and depletion $46,411-$46,411- 1.5%
Other (as described)BANK FEES $28,745-$28,745- 0.9%
Fees: accounting $28,632$13,573$15,059- 0.9%
Insurance $10,393$4,935$5,458- 0.3%
All other expenses $905-$905- 0.0%
Total$3,173,385100%

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2012 · Form 990 · $2,600,008 spent · pay $1,366,836 · grants $0 · events $403,137
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $925,286$790,176$68,882$66,228 35.6%
Conferences, conventions and meetings $403,137$403,137-- 15.5%
Other (as described)CONTRACTUAL $274,472$274,472-- 10.6%
Pay: officers, directors, trustees, key employees $204,793$174,824$15,279$14,690 7.9%
Occupancy $187,394$85,885$101,509- 7.2%
Office expenses $187,300$104,891$82,409- 7.2%
Other employee benefits $152,961$130,344$11,531$11,086 5.9%
Payroll taxes $83,796$71,560$6,238$5,998 3.2%
Travel $70,380$70,380-- 2.7%
Depreciation and depletion $46,775-$46,775- 1.8%
Fees: accounting $27,905$14,156$13,749- 1.1%
Other (as described)BANK FEES $24,136-$24,136- 0.9%
Insurance $9,960$3,360$6,600- 0.4%
All other expenses $1,713-$1,713- 0.1%
Total$2,600,008100%

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2011 · Form 990 · $2,674,016 spent · pay $1,392,585 · grants $0 · events $438,612
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $902,329$749,699$115,438$37,192 33.7%
Conferences, conventions and meetings $438,612$438,612-- 16.4%
Other employee benefits $291,236$236,338$41,521$13,377 10.9%
Office expenses $220,083$130,497$89,586- 8.2%
Other (as described)CONTRACTUAL $215,113$215,113-- 8.0%
Pay: officers, directors, trustees, key employees $199,020$164,692$25,963$8,365 7.4%
Occupancy $194,735$107,794$86,941- 7.3%
Travel $116,689$116,689-- 4.4%
Depreciation and depletion $43,430-$43,430- 1.6%
Fees: accounting $28,048$16,540$11,508- 1.0%
Other (as described)BANK FEES $13,731-$13,731- 0.5%
Insurance $10,990$6,640$4,350- 0.4%
Total$2,674,016100%

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