STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILLOW OAK THERAPY CENTER INC

Cite this

Plain text WILLOW OAK THERAPY CENTER INC. Strategy Studio, nonprofit organization profile, tax years 2013–2024. https://strategystudio.org/org/521291997. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). WILLOW OAK THERAPY CENTER INC [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/521291997

MLA “WILLOW OAK THERAPY CENTER INC.” Strategy Studio, tax years 2013–2024, https://strategystudio.org/org/521291997. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2013–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $989K · expenses $1.0M · assets $199K

EIN
52-1291997
Address
15701 CRABBS BRANCH WAY, ROCKVILLE, MD 20855-2634
Website
WWW.WILLOWOAKTHERAPY.ORG
NTEE code
F32Z
Subsection
501(c)(3)
Ruling year
1984
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE COMPREHENSIVE AND AFFORDABLE MENTAL HEALTH SERVICES TO CHILDREN, ADULTS, COUPLES AND FAMILIES IN OUR COMMUNITY.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Katherine Clausen EXECUTIVE DIRECTOR2018-2024 $58,268$324,392 1
Jody Tabner Thayer (former) EXECUTIVE DIRECTOR2013-2018 $66,992$243,195 1
Stephanie Johnston (former) ACTING EXECUTIVE DIRECTOR2022-2023 $23,739$55,146 1
Beth Smith (former) SECRETARY2016-2017 $7,133$7,808 1

Officers and directors, no compensation reported

17 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Lili Gordon DIRECTOR2023-2024 0 $0 reported 1
Adina Kauzlarich DIRECTOR2023-2024 0 $0 reported 1
Virginia Joehl DIRECTOR2020-2024 5 $0 reported 1
Jack Porter TREASURER2013-2024 0 $0 reported 1
Terry Vinston VICE PRESIDENT2017-2024 0 $0 reported 1
Toby Shum PRESIDENT2020-2024 0 $0 reported 1
Lisa Rispler (former) DIRECTOR2017-2022 1 $0 reported 1
Catherine Master (former) DIRECTOR2018-2022 1 $0 reported 1
John Hedden (former) VICE PRESIDENT2013-2022 1 $0 reported 1
Joan Atchinson (former) PRESIDENT2013-2022 2 $0 reported 1
Ellen Radis (former) SECRETARY2016-2022 1 $0 reported 1
Natasha Bonhomme (former) DIRECTOR2013-2017 1 $0 reported 1
Carol Gersten (former) DIRECTOR2013-2017 1 $0 reported 1
Aggie Harrell (former) DIRECTOR2013-2014 1 Not reported 1
Elma Rambo (former) PRESIDENT2013-2014 2 Not reported 1
Rudy White (former) DIRECTOR2013-2014 1 Not reported 1
Matt O'Connor (former) DIRECTOR2013-2014 1 Not reported 1

People by year

2024 · 7 people listed · 1 paid, $58K · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE CLAUSEN EXECUTIVE DIRECTOR0 $58,268$0$0 $58,2681
LILI GORDON DIRECTOR0 $0$0$0 $01
ADINA KAUZLARICH DIRECTOR0 $0$0$0 $01
VIRGINIA JOEHL DIRECTOR5 $0$0$0 $01
JACK PORTER TREASURER0 $0$0$0 $01
TERRY VINSTON VICE PRESIDENT0 $0$0$0 $01
TOBY SHUM PRESIDENT0 $0$0$0 $01
2023 · 7 people listed · 2 paid, $70K · 4 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE CLAUSEN EXECUTIVE DIRECTOR40 $45,865$0$0 $45,8651
STEPHANIE JOHNSTON ACTING EXECUTIVE DIRECTOR40 $23,739$0$0 $23,7391
TERRY VINSTON VICE PRESIDENT6 $0$0$0 $01
TOBY SHUM PRESIDENT5 $0$0$0 $01
LILI GORDON DIRECTOR5 $0$0$0 $01
ADINA KAUZLARICH DIRECTOR5 $0$0$0 $01
JACK PORTER TREASURER5 $0$0$0 $01
2022 · 11 people listed · 2 paid, $64K · 3 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE CLAUSEN EXECUTIVE DIRECTOR40 $33,083$0$0 $33,0831
STEPHANIE JOHNSTON ACTING EXECUTIVE DIRECTOR40 $31,407$0$0 $31,4071
LISA RISPLER DIRECTOR1 $0$0$0 $01
TERRY VINSTON DIRECTOR1 $0$0$0 $01
CATHERINE MASTER DIRECTOR1 $0$0$0 $01
VIRGINIA JOEHL DIRECTOR1 $0$0$0 $01
TOBY SHUM DIRECTOR1 $0$0$0 $01
JOHN HEDDEN VICE PRESIDENT1 $0$0$0 $01
JACK PORTER TREASURER1 $0$0$0 $01
JOAN ATCHINSON PRESIDENT2 $0$0$0 $01
ELLEN RADIS SECRETARY1 $0$0$0 $01
2021 · 10 people listed · 1 paid, $65K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE CLAUSEN EXECUTIVE DIRECTOR40 $65,143$0$0 $65,1431
JOHN HEDDEN VICE PRESIDENT5 $0$0$0 $01
JACK PORTER TREASURER5 $0$0$0 $01
JOAN ATCHINSON PRESIDENT5 $0$0$0 $01
ELLEN RADIS SECRETARY5 $0$0$0 $01
LISA RISPLER DIRECTOR2 $0$0$0 $01
TERRY VINSTON DIRECTOR2 $0$0$0 $01
CATHERINE MASTER DIRECTOR2 $0$0$0 $01
VIRGINIA JOEHL DIRECTOR2 $0$0$0 $01
TOBY SHUM DIRECTOR2 $0$0$0 $01
2020 · 10 people listed · 1 paid, $58K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE CLAUSEN EXECUTIVE DIRECTOR40 $57,675$0$0 $57,6751
JOHN HEDDEN DIRECTOR2 $0$0$0 $01
JACK PORTER TREASURER2 $0$0$0 $01
JOAN ATCHINSON PRESIDENT/SECREARY5 $0$0$0 $01
ELLEN RADIS DIRECTOR2 $0$0$0 $01
LISA RISPLER DIRECTOR2 $0$0$0 $01
TERRY VINSTON DIRECTOR2 $0$0$0 $01
CATHERINE MASTER DIRECTOR0 $0$0$0 $01
VIRGINIA JOEHL DIRECTOR2 $0$0$0 $01
TOBY SHUM DIRECTOR2 $0$0$0 $01
2019 · 8 people listed · 1 paid, $53K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHERINE CLAUSEN EXECUTIVE DIRECTOR40 $52,708$0$0 $52,7081
JOHN HEDDEN VICE PRESIDENT2 $0$0$0 $01
JACK PORTER TREASURER2 $0$0$0 $01
JOAN ATCHINSON PRESIDENT5 $0$0$0 $01
ELLEN RADIS SECRETARY2 $0$0$0 $01
LISA RISPLER DIRECTOR2 $0$0$0 $01
TERRY VINSTON DIRECTOR2 $0$0$0 $01
CATHERINE MASTER DIRECTOR2 $0$0$0 $01
2018 · 9 people listed · 2 paid, $79K · 3 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODY TABNER THAYER EXECUTIVE DIRECTOR40 $66,992$0$0 $66,9921
KATHERINE CLAUSEN EXECUTIVE DIRECTOR40 $11,650$0$0 $11,6501
JOHN HEDDEN VICE PRESIDENT1 $0$0$0 $01
JACK PORTER TREASURER2 $0$0$0 $01
JOAN ATCHINSON PRESIDENT2 $0$0$0 $01
ELLEN RADIS SECRETARY1 $0$0$0 $01
LISA RISPLER DIRECTOR1 $0$0$0 $01
TERRY VINSTON DIRECTOR1 $0$0$0 $01
CATHERINE MASTER DIRECTOR1 $0$0$0 $01
2017 · 10 people listed · 2 paid, $78K · 2 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODY TABNER THAYER EXECUTIVE DIRECTOR40 $70,895$0$0 $70,8951
BETH SMITH SECRETARY1 $7,133$0$0 $7,1331
JOHN HEDDEN VICE PRESIDENT1 $0$0$0 $01
JACK PORTER TREASURER2 $0$0$0 $01
NATASHA BONHOMME DIRECTOR1 $0$0$0 $01
JOAN ATCHINSON PRESIDENT2 $0$0$0 $01
CAROL GERSTEN DIRECTOR1 $0$0$0 $01
ELLEN RADIS SECRETARY1 $0$0$0 $01
LISA RISPLER DIRECTOR1 $0$0$0 $01
TERRY VINSTON DIRECTOR1 $0$0$0 $01
2016 · 8 people listed · 2 paid, $56K · 2 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODY TABNER THAYER EXECUTIVE DIRECTOR40 $54,907$0$0 $54,9071
BETH SMITH SECRETARY1 $675$0$0 $6751
JOHN HEDDEN VICE PRESIDENT1 $0$0$0 $01
JACK PORTER TREASURER2 $0$0$0 $01
NATASHA BONHOMME DIRECTOR1 $0$0$0 $01
JOAN ATCHINSON PRESIDENT2 $0$0$0 $01
CAROL GERSTEN DIRECTOR1 $0$0$0 $01
ELLEN RADIS DIRECTOR1 $0$0$0 $01
2014 · 10 people listed · 1 paid, $29K · 4 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODY TABNER THAYER EXECUTIVE DIRECTOR40 $28,817$0$0 $28,8171
AGGIE HARRELL DIRECTOR1 --- $01
ELMA RAMBO PRESIDENT2 --- $01
RUDY WHITE DIRECTOR1 --- $01
JOHN HEDDEN VICE PRESIDENT1 --- $01
JACK PORTER TREASURER2 --- $01
NATASHA BONHOMME DIRECTOR1 --- $01
JOAN ATCHINSON DIRECTOR1 --- $01
MATT O'CONNOR DIRECTOR1 --- $01
CAROL GERSTEN DIRECTOR1 --- $01
2013 · 10 people listed · 1 paid, $22K · 3 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JODY TABNER THAYER EXECUTIVE DIRECTOR40 $21,584$0$0 $21,5841
AGGIE HARRELL DIRECTOR1 --- $01
ELMA RAMBO PRESIDENT2 --- $01
RUDY WHITE DIRECTOR1 --- $01
JOHN HEDDEN VICE PRESIDENT1 --- $01
JACK PORTER TREASURER2 --- $01
NATASHA BONHOMME DIRECTOR1 --- $01
JOAN ATCHINSON DIRECTOR1 --- $01
MATT O'CONNOR DIRECTOR1 --- $01
CAROL GERSTEN DIRECTOR1 --- $01

Highest-paid independent contractors

2024 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2023 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2022 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2021 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2020 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2019 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2018 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2017 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2016 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2014 · 1 contractor · Not reported
NameLocationServicePaid
NONE-
2013 · 1 contractor · Not reported
NameLocationServicePaid
NONE-

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 2024-12-31 · view filing · original 990 ↗
$988,660$1,000,569 $199,350$167,664 $700$986,242 $58,2683-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$666,501$682,871 $211,251$179,574 $2,312$661,514 $69,60447
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$519,486$510,199 $211,149$195,644 $7,347$508,625 $64,4903-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$540,570$548,872 $200,589$186,357 $34,915$504,834 $65,1432-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$552,586$533,640 $224,495$194,659 $12,595$537,596 $57,6752-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$478,048$481,770 $212,047$175,713 $875$470,341 $52,7082-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$420,012$409,217 $200,626$179,435 $886$401,579 $78,64238
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$388,219$369,555 $182,232$168,640 $8,740$369,740 $78,029213
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$294,867$269,341 $165,089$149,976 $4,321$281,327 $55,582213
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$237,936$208,069 $103,627$93,709 $16,037$215,103 $28,817413
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$215,774$190,294 $70,516$63,842 $14,916$194,872 $21,584313

Funders of this organization

1 grantor reported grants to this organization, $364 in all, tax years 2020 to 2023. 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
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “WILLOW OAK THERAPY CENTER INC” 2020-2023 4$364 2023$72
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
LIFES ENERGY WELLNESS CENTERMDF32 $1,400,651$1,313,457 CEO/DIRECTOR$124,310 Same NTEE code F32, revenue within 2x, same state
ON OUR OWN INCMDF32 $615,015$546,048 EXECUTIVE DIRECTOR$112,849 Same NTEE code F32, revenue within 2x, same state
COMMUNITY BEHAVIORAL HEALTH ASSOCIATION OF MARYLAND INCMDF32 $1,220,919$703,072 EXECUTIVE DIRECTOR$170,597 Same NTEE code F32, revenue within 2x, same state
COUNSELING CENTER INCNMF32 $1,456,622$1,703,268 COO$64,994 Same NTEE code F32, revenue within 2x, similar mission
CENTER OF RESILIENCY INCCAF32 $1,226,063$1,247,330 CEO$0 Same NTEE code F32, revenue within 2x, similar mission
RESOLVE COMMUNITY COUNSELING CENTER INCNJF32 $1,422,831$1,229,377 EXECUTIVE DI$110,904 Same NTEE code F32, revenue within 2x, similar mission
HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTHILF32 $513,579$604,016 PRESIDENT/CEO$157,093 Same NTEE code F32, revenue within 2x, similar mission
WICHITA CHILD GUIDANCE CENTER INCKSF32 $1,367,650$1,415,497 ARNP$106,790 Same NTEE code F32, revenue within 2x
CUMBERLAND COUNSELING CENTERS INCGAF32 $610,660$495,758 EXECUTIVE DIRECTOR$0 Same NTEE code F32, revenue within 2x
OPEN THERAPY INSTITUTENYF32 $864,338$433,236 PRESIDENT$100,000 Same NTEE code F32, revenue within 2x
THE CHILD AND FAMILY GUIDANCE CENTER OF TEXOMATXF32 $1,545,502$1,650,535 PAST-PRESIDE$0 Same NTEE code F32, revenue within 2x
COMMUNITY MENTAL HEALTH CENTERS OF WARREN COUNTY INCOHF32 $1,791,217$2,361,181 CNP$141,458 Same NTEE code F32, revenue within 2x
WHITEHALL CAP INCOHF32 $1,407,866$1,090,710 EXECUTIVE DIRECTOR$0 Same NTEE code F32, revenue within 2x
PROCESS THERAPY INSTITUTE INCORPORATEDCAF32 $690,501$672,450 EXECUTIVE DIRECTOR$41,080 Same NTEE code F32, revenue within 2x
KE OLA HOU - THE LAHAINA RESILIENCY CENTERHIF32 $1,251,100$192,798 EXECUTIVE DI$33,018 Same NTEE code F32, revenue within 2x
ARCH STREET CENTER INCPAF32 $566,402$545,885 EXECUTIVE DIRECTOR$69,555 Same NTEE code F32, revenue within 2x
ART OF INTELLIGENT MINDSAZF32 $958,688$955,529 Board$105,000 Same NTEE code F32, revenue within 2x, similar mission
GENESIS THERAPY CENTERILF32 $1,584,060$1,565,494 PRESIDENT$0 Same NTEE code F32, revenue within 2x
INSTITUTE FOR SPIRITUAL LIFE AND PSYCHOTHERAPYMAF32 $952,593$918,224 VOTING MEMBE$92,095 Same NTEE code F32, revenue within 2x
SAMARITAN COUNSELING CENTER OF THE MOHAWK VALLEY INCNYF32 $534,026$640,824 EXECUTIVE DIRECTOR$103,512 Same NTEE code F32, revenue within 2x
PEOPLE FIRST THERAPY GROUPPAF32 $637,539$655,299 CO-EXECUTIVE DIRECTOR$151,302 Same NTEE code F32, revenue within 2x
MERCER FAMILY RESOURCE CENTER INCWYF32 $963,631$900,654 EXECUTIVE DI$84,140 Same NTEE code F32, revenue within 2x
HARMONY MENTAL HEALTHWVF32 $1,683,964$2,019,390 CHIEF EXECUTIVE OFFICER$79,938 Same NTEE code F32, revenue within 2x, similar mission
COURAGEOUS HEALING INCINF32 $1,003,149$872,121 PRESIDENT$108,583 Same NTEE code F32, revenue within 2x
SIOUX EMPIRE TRIAGE CENTERSDF32 $1,691,897$2,341,890 President$0 Same NTEE code F32, 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
UNITED WAY OF CENTRAL ALABAMA INC DAF sponsor$2,885,25327 22010–2024 DEVELOPING ALABAMA YOUTH FOUNDATION DAY INC; OASIS COUNSELING FOR WOMEN AND CHILDREN
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,858,45755 172016–2024 HUMAN RELATIONS SERVICE INC; ACKNOWLEDGE ALLIANCE; VERMONT PSYCHOLOGICAL SERVICES LEITENBERG CENTER FOR EVIDENCE; AIM YOUTH MENTAL HEALTH and 13 more
SIOUX FALLS AREA COMMUNITY FOUNDATION INC DAF sponsor$1,636,6212 12021–2022 SIOUX EMPIRE TRIAGE CENTER
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$1,098,87522 42010–2022 ACKNOWLEDGE ALLIANCE; ALMADEN VALLEY COUNSELING SERVICE INC; PROCESS THERAPY INSTITUTE INCORPORATED; SHALOM CENTER FOR T R E E OF LIFE THERAPY RESEARCH EDUCATION &
NATIONAL PHILANTHROPIC TR DAF sponsor$847,25017 72019–2024 NAMI WESTSIDE LA; NORTHWEST CATHOLIC COUNSELING CENTER; HELEN WHEELER CENTER FOR COMMUNITY MENTAL HEALTH; BE THE CHANGE IN MENTAL HEALTH and 3 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$743,60641 172016–2024 AIM YOUTH MENTAL HEALTH; BETTY AND BOBBY ALLISON OZARKS COUNSELING CENTER; CLUB NOVA COMMUNITY INC; CLUBHOUSE ATLANTA INC and 13 more
HILL CREST FOUNDATION INC Private foundation$675,0009 12016–2024 OASIS COUNSELING FOR WOMEN AND CHILDREN
THE COMMUNITY FOUNDATION OF GREATER BIRMINGHAM DAF sponsor$535,64011 22012–2023 OASIS COUNSELING FOR WOMEN AND CHILDREN; DEVELOPING ALABAMA YOUTH FOUNDATION DAY INC
LEONA M & HARRY B HELMSLEY CHARITABLE TRUST Private foundation$500,0001 12020–2020 SIOUX EMPIRE TRIAGE CENTER
COMMUNITY FOUNDATION OF THE OZARKS INC DAF sponsor$478,30019 12009–2024 BETTY AND BOBBY ALLISON OZARKS COUNSELING CENTER
THE JAMES AND REBECCA MORGAN Private foundation$450,0003 12019–2021 ACKNOWLEDGE ALLIANCE
RJM CAMPBELL FAMILY FOUNDATION Private foundation$400,0004 12014–2017 ACKNOWLEDGE ALLIANCE
HEALTHCARE FOUNDATION OF NEW JERSEY INC Private foundation$390,1459 12019–2024 YOUTH DEVELOPMENT CLINIC OF NEWARK
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$386,52718 92019–2024 NORTHWEST CATHOLIC COUNSELING CENTER; SHALOM CENTER FOR T R E E OF LIFE THERAPY RESEARCH EDUCATION &; ACKNOWLEDGE ALLIANCE; MARISTAN and 5 more
LANCASTER COUNTY COMMUNITY FOUNDATION DAF sponsor$360,49512 12013–2024 ARCH STREET CENTER 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 · $1,000,569 spent · pay $167,859 · grants $0 · events $2,596
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $738,067$737,027$1,040- 73.8%
Other salaries and wages $97,000$62,275$34,725- 9.7%
Pay: officers, directors, trustees, key employees $58,268$13,768$44,500- 5.8%
Occupancy $43,480$41,306$2,174- 4.3%
Other (as described)COMMUNICATION SOFTWARE $15,824$15,824-- 1.6%
Payroll taxes $12,591$5,541$7,050- 1.3%
Office expenses $9,193$8,733$460- 0.9%
All other expenses $7,722$7,032$690- 0.8%
Insurance $6,033$4,447$1,586- 0.6%
Information technology $5,887$5,887-- 0.6%
Other (as described) EventSTAFF SOCIAL EVENTS $2,596$2,596-- 0.3%
Other (as described)REFUNDS TO CLIENTS $1,699$1,699-- 0.2%
Depreciation and depletion $930-$930- 0.1%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $679-$679- 0.1%
Fees: accounting $600-$600- 0.1%
Total$1,000,569100%

View the filing

2023 · Form 990 · $682,871 spent · pay $130,829 · grants $0 · events $3,374
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $467,290$466,764$526- 68.4%
Pay: officers, directors, trustees, key employees $69,604$39,604$30,000- 10.2%
Other salaries and wages $52,999$20,089$32,910- 7.8%
Occupancy $42,465$40,342$2,123- 6.2%
Other (as described)COMMUNICATION SOFTWARE $12,043$12,043-- 1.8%
Payroll taxes $8,226-$8,226- 1.2%
Office expenses $7,167$6,809$358- 1.0%
Insurance $6,048$4,364$1,684- 0.9%
Information technology $5,498$5,498-- 0.8%
All other expenses $4,744$4,744-- 0.7%
Other (as described) EventSTAFF SOCIAL EVENTS $3,374$3,374-- 0.5%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $1,526$1,526-- 0.2%
Depreciation and depletion $1,054-$1,054- 0.2%
Other (as described)REFUNDS TO CLIENTS $833$833-- 0.1%
Total$682,871100%

View the filing

2022 · Form 990 · $510,199 spent · pay $93,556 · grants $0 · events $263
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $332,059$330,553$1,506- 65.1%
Pay: officers, directors, trustees, key employees $64,490$35,323$29,167- 12.6%
Occupancy $41,595$39,515$2,080- 8.2%
Other salaries and wages $22,722-$22,722- 4.5%
Other (as described)COMMUNICATION SOFTWARE $7,941$7,941-- 1.6%
Fees: management $7,292-$7,292- 1.4%
Information technology $7,213$7,213-- 1.4%
Payroll taxes $6,344-$6,344- 1.2%
Office expenses $5,959$5,661$298- 1.2%
Insurance $5,942$4,283$1,659- 1.2%
All other expenses $4,383$4,383-- 0.9%
Depreciation and depletion $1,596-$1,596- 0.3%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $1,500$1,500-- 0.3%
Other (as described)STAFF GIFTS $856$856-- 0.2%
Other (as described)REFUNDS TO CLIENTS $307$307-- 0.1%
Fundraising events Eventdirect expenses; gross income $2,957$263reported apart
Total$510,199100%

View the filing

2021 · Form 990 · $548,872 spent · pay $98,499 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $362,395$360,696$1,699$0 66.0%
Pay: officers, directors, trustees, key employees $65,143$37,643$27,500$0 11.9%
Occupancy $41,065$39,011$2,054$0 7.5%
Other salaries and wages $25,490-$25,490$0 4.6%
Other (as described)REFUNDS TO CLIENTS $10,541$10,541-$0 1.9%
Information technology $9,374$9,374-$0 1.7%
Payroll taxes $7,866-$7,866$0 1.4%
Other (as described)COMMUNICATION SOFTWARE $6,293$6,293-$0 1.1%
Office expenses $6,020$5,719$301$0 1.1%
Insurance $5,866$4,205$1,661$0 1.1%
Other (as described)CREDIT CARD AND BANK FEES $3,914$3,914-$0 0.7%
All other expenses $2,235$2,235-- 0.4%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $1,466$1,466-$0 0.3%
Depreciation and depletion $1,204-$1,204$0 0.2%
Total$548,872100%

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2020 · Form 990 · $533,640 spent · pay $90,668 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $376,254$375,564$690- 70.5%
Pay: officers, directors, trustees, key employees $57,675$34,675$23,000- 10.8%
Occupancy $42,561$40,433$2,128- 8.0%
Other salaries and wages $28,092-$28,092- 5.3%
Information technology $8,459$8,459-- 1.6%
Insurance $5,773$4,127$1,646- 1.1%
Payroll taxes $4,901-$4,901- 0.9%
Office expenses $3,311$3,145$166- 0.6%
Other (as described)CREDIT CARD AND BANK FEES $2,488$2,488-- 0.5%
Other (as described)REFUNDS TO CLIENTS $1,488$1,488-- 0.3%
Depreciation and depletion $1,186-$1,186- 0.2%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $1,072$1,072-- 0.2%
All other expenses $218$218-- 0.0%
Other (as described)PROPERTY TAX $162-$162- 0.0%
Total$533,640100%

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2019 · Form 990 · $481,770 spent · pay $66,145 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $347,311$347,183$128- 72.1%
Pay: officers, directors, trustees, key employees $52,708$32,608$20,100$0 10.9%
Occupancy $42,269$40,156$2,113$0 8.8%
Other salaries and wages $10,106-$10,106$0 2.1%
Information technology $8,951$8,951-$0 1.9%
Insurance $5,732$4,125$1,607$0 1.2%
Office expenses $4,311$4,096$215$0 0.9%
Payroll taxes $3,331$2,217$1,114$0 0.7%
Other (as described)REFUNDS TO CLIENTS $2,515$2,515-$0 0.5%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $1,511-$1,511$0 0.3%
Other (as described)CREDIT CARD AND BANK FEES $1,499$1,499-$0 0.3%
Depreciation and depletion $956-$956$0 0.2%
All other expenses $234-$234- 0.0%
Advertising and promotion $216-$216$0 0.0%
Other (as described)PROPERTY TAX $120-$120$0 0.0%
Total$481,770100%

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2018 · Form 990 · $409,217 spent · pay $96,755 · grants $0 · events $2,863
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $253,210$253,000$210- 61.9%
Pay: officers, directors, trustees, key employees $78,642$58,442$20,200$0 19.2%
Occupancy $40,384$38,364$2,020- 9.9%
Other salaries and wages $15,000-$15,000- 3.7%
Insurance $5,798$4,249$1,549- 1.4%
Office expenses $4,778$4,554$224- 1.2%
Payroll taxes $3,113$1,786$1,327- 0.8%
Information technology $2,435$2,435-- 0.6%
Other (as described)REFUNDS TO CLIENTS $1,743$1,743-- 0.4%
Other (as described)EXEC DIR EXPENSES ANS LICENSES $1,266-$1,266- 0.3%
Other (as described)CREDIT CARD AND BANK FEES $1,173$1,132$41- 0.3%
Depreciation and depletion $1,122-$1,122- 0.3%
All other expenses $218-$218- 0.1%
Advertising and promotion $208--$208 0.1%
Other (as described)PROPERTY TAX $127-$127- 0.0%
Fundraising events Eventdirect expenses; gross income $9,365$2,863reported apart
Total$409,217100%

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2017 · Form 990 · $369,555 spent · pay $94,176 · grants $0 · events $200
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $213,325$212,891$434- 57.7%
Pay: officers, directors, trustees, key employees $78,029$69,229$8,800- 21.1%
Occupancy $43,584$41,510$2,074- 11.8%
Other salaries and wages $13,432-$13,432- 3.6%
Insurance $5,602$4,852$750- 1.5%
Office expenses $4,728$4,503$225- 1.3%
Payroll taxes $2,715$770$1,945- 0.7%
Other (as described)REFUNDS TO CLIENTS $2,611$2,611-- 0.7%
Information technology $1,894$1,804$90- 0.5%
Other (as described)CREDIT CARD AND BANK FEES $1,124$1,112$12- 0.3%
Other (as described)ADVERTISING $978--$978 0.3%
Depreciation and depletion $941-$941- 0.3%
All other expenses $292-$292- 0.1%
Conferences, conventions and meetings $200$200-- 0.1%
Other (as described)PROPERTY TAX $100-$100- 0.0%
Total$369,555100%

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2016 · Form 990 · $269,341 spent · pay $69,284 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $155,347$154,242$1,105- 57.7%
Pay: officers, directors, trustees, key employees $55,582$48,382$7,200- 20.6%
Occupancy $29,012$27,677$1,335- 10.8%
Other salaries and wages $11,776$2,944$8,832- 4.4%
Insurance $5,654$4,904$750- 2.1%
Office expenses $4,471$4,265$206- 1.7%
Payroll taxes $1,926$722$1,204- 0.7%
Other (as described)REFUNDS TO CLIENTS $1,842$1,842-- 0.7%
Other (as described)ADVERTISING $1,386--$1,386 0.5%
Other (as described)CREDIT CARD AND BANK FEES $816$682$134- 0.3%
Depreciation and depletion $734-$734- 0.3%
Information technology $352-$352- 0.1%
Other (as described)PROPERTY TAX $225-$225- 0.1%
All other expenses $218-$218- 0.1%
Total$269,341100%

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2014 · Form 990 · $208,069 spent · pay $50,684 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $103,049$95,935$7,114- 49.5%
Occupancy $30,359$24,000$6,359- 14.6%
Pay: officers, directors, trustees, key employees $28,817$19,217$9,600- 13.8%
Other salaries and wages $11,490$5,745$5,745- 5.5%
Payroll taxes $10,377$7,783$2,594- 5.0%
Other (as described)REFUNDS TO CLIENTS $7,227$7,227-- 3.5%
Other (as described)ADVERTISING $5,516$150-$5,366 2.7%
Insurance $4,105$3,431$674- 2.0%
All other expenses $2,996$2,095$901- 1.4%
Office expenses $1,537-$1,537- 0.7%
Other (as described)CREDIT CARD AND BANK FEES $857$857-- 0.4%
Depreciation and depletion $856-$856- 0.4%
Information technology $706-$706- 0.3%
Other (as described)PROPERTY TAX $177-$177- 0.1%
Total$208,069100%

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2013 · Form 990 · $190,294 spent · pay $50,124 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $90,872$90,872-- 47.8%
Occupancy $29,317$24,000$5,317- 15.4%
Other salaries and wages $25,165$12,582$12,583- 13.2%
Pay: officers, directors, trustees, key employees $21,584$12,984$8,600- 11.3%
Other (as described)ADVERTISING $5,625$2,187-$3,438 3.0%
Insurance $5,597$4,055$1,542- 2.9%
All other expenses $4,181$1,322$2,859- 2.2%
Payroll taxes $3,375$1,687$1,688- 1.8%
Other (as described)REFUNDS AND BAD CHECKS $1,687$1,687-- 0.9%
Other (as described)COPIER $1,198$599$599- 0.6%
Office expenses $778-$778- 0.4%
Depreciation and depletion $569-$569- 0.3%
Other (as described)CREDIT CARD AND BANK FEES $346$346-- 0.2%
Total$190,294100%

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