NICSA INC

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Plain text NICSA INC. furp.org, nonprofit organization profile, tax years 2014–2025. https://furp.org/org/nicsa-inc-043044983. Retrieved 2026-10-29.

APA furp.org. (n.d.). NICSA INC [Nonprofit organization profile; tax years 2014–2025]. Retrieved October 29, 2026, from https://furp.org/org/nicsa-inc-043044983

MLA “NICSA INC.” furp.org, tax years 2014–2025, https://furp.org/org/nicsa-inc-043044983. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2014–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $2.5M · expenses $2.3M · assets $1.8M

EIN
04-3044983
Address
101 FEDERAL STREET, BOSTON, MA 02110-1817
Website
http://www.nicsa.org
NTEE code
B50
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
September 2000 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity, 509(a)(2)
Cross-check
ProPublica Nonprofit Explorer

Mission

NICSA provides the Global Investment Management Industry with discussion and education forums to better serve its customers by developing operational best practices. See Schedule O for Continuation

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

8 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
Jim Fitzpatrick President & CEO2022-2025 $476,205$1,910,260 1
Kelly Sherrard Executive Director Operations/Events2020-2025 $180,354$844,277 1
Allison Walsh Executive Director Membership/Sales2020-2025 $160,103$760,702 1
Allison Lovett Vice President2021-2025 $113,827$573,594 1
James A Fitzpatrick (former) President & CEO2015-2021 $413,238$2,160,346 1
Justine Phoenix (former) Vice President2019-2024 $142,300$797,844 1
Theresa Hamacher (former) President through June 20152014-2015 $77,726$277,387 1
Liz Jackson (former) Interim President2015 $44,211$44,211 1

Officers and directors, no compensation reported

109 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
Clint Harris Chair2019-2025 2 $0 reported 2
Stacy Bernstein Vice Chair2018-2025 2 $0 reported 1
David Rosen Vice President2019-2025 2 $0 reported 2
Kevin Mahn Vice President2020-2025 2 $0 reported 1
Janet Bienkowski Vice President2020-2025 2 $0 reported 1
Ryan Burns Vice President2021-2025 2 $0 reported 1
Kirsten Pickens Vice President2021-2025 2 $0 reported 1
John Stadtler Vice President2022-2025 2 $0 reported 1
Mark Lavan Director2018-2025 1 $0 reported 1
Dan Moorman Director2019-2025 1 $0 reported 1
Frieda Lewis Director2019-2025 1 $0 reported 1
Chris Keller Director2019-2025 1 $0 reported 1
Mike Melles Director2021-2025 1 $0 reported 1
Jennifer McGovern Director2020-2025 1 $0 reported 1
Ken Cawley Director2021-2025 1 $0 reported 1
Steve Rueschhoff Director2021-2025 1 $0 reported 1
Cindy Schreiner Director2021-2025 1 $0 reported 1
Kelli O'Brien Director2022-2025 1 $0 reported 2
Mike Mastroianni Director2022-2025 1 $0 reported 1
John Gray Director2022-2025 1 $0 reported 1
Andrew Strnad Director2023-2025 1 $0 reported 1
Brooke Marajo Director2023-2025 1 $0 reported 1
Stephen Patrickakos Director2023-2025 1 $0 reported 1
Christine Waldon Director2023-2025 1 $0 reported 1
Stacy Veleker Director2023-2025 1 $0 reported 1
Chris Goff Director2024-2025 1 $0 reported 1
Jocelyn McBride Director2024-2025 1 $0 reported 1
Stella Mink Director2024-2025 1 $0 reported 1
Tiffani Potesta Director2024-2025 1 $0 reported 1
Scott Brady (former) Chairman through 10/1/20242017-2024 1 $0 reported 2
Dan Houlihan (former) Director2014-2024 1 $0 reported 1
Brian Shlissel (former) Director2023-2024 1 $0 reported 2
Angela Morales (former) Director through June 20242022-2024 1 $0 reported 1
Christine Selmi (former) Director through June 20242022-2024 1 $0 reported 1
Katarina Tzouganatos (former) Director2021-2023 1 $0 reported 1
Charlie Rizzo (former) Director2022-2023 1 $0 reported 1
Brandon Anderson (former) Director2019-2022 1 $0 reported 2
Irene Speridakos (former) Vice President2020-2022 1 $0 reported 2
Josh Lovell (former) VP & Nominating2022 1 $0 reported 1
Lisa Halbach (former) Vice President2017-2022 1 $0 reported 1
Emmy Bernard (former) Director2022 1 $0 reported 1
Keith Slattery (former) Director2017-2022 1 $0 reported 1
Kevin O'Connell (former) Director2016-2022 1 $0 reported 1
Mark Trenchard (former) Director2017-2022 1 $0 reported 1
Pat Curtin (former) Director2019-2022 1 $0 reported 1
Rich Prior (former) Director2017-2022 1 $0 reported 1
Tosin Salami (former) Director2022 1 $0 reported 1
Larry Fahey (former) VP & Treasurer2017-2021 1 $0 reported 1
Joshua Lovell (former) Vice President2017-2021 1 $0 reported 1
David Whitaker (former) Vice President2017-2021 1 $0 reported 1
Patrick Curtin (former) Director2020-2021 1 $0 reported 1
Eileen Norton (former) Director2019-2021 1 $0 reported 1
Lisa Goulemas (former) Director2021 1 $0 reported 1
Melanie Pickett (former) Director2020-2021 1 $0 reported 1
Cliff Piorier (former) Director2021 1 $0 reported 1
Lisa Hill (former) Vice Chair2014-2020 1 $0 reported 1
Michael Melles (former) Director2020 1 $0 reported 1
Cliff Poirier (former) Director2018-2020 1 $0 reported 1
Gem Pushpaharan (former) Director2020 1 $0 reported 1
Katerina Tzouganatos (former) Director2020 1 $0 reported 1
Margarheeta Rheeta Wise (former) Director2016-2020 1 $0 reported 1
Peter Poulin (former) Treasurer2014-2019 1 $0 reported 1
Timothy Johnson (former) Director2017-2019 1 $0 reported 1
Matt Thomas (former) Director2017-2019 1 $0 reported 1
Ian McCoy (former) Director2014-2019 1 $0 reported 1
Scott Chelton (former) Director2014-2019 1 $0 reported 1
Philip Kolb (former) Director2014-2019 1 $0 reported 1
Michael DeNofrio (former) Director2015-2019 1 $0 reported 1
Joseph Quirk (former) Director2016-2019 1 $0 reported 1
Michael O'Reilly (former) Director2016-2019 1 $0 reported 1
Jay Martin (former) Director2016-2019 1 $0 reported 1
Veronica Lee (former) Director2019 1 $0 reported 1
Katarina Tsouganatous (former) Director2019 1 $0 reported 1
Bethaney Hendricks (former) Director2019 1 $0 reported 1
Stacy Roode (former) Director2015-2018 1 $0 reported 1
Jennifer Hanes (former) Director2016-2018 1 $0 reported 1
Anne Hebard (former) Director2017-2018 1 $0 reported 1
Bethany Hendricks (former) Director2018 1 $0 reported 1
Rachel Schnoll (former) Director2018 1 $0 reported 1
Michael Collins (former) Director2014-2017 1 $0 reported 2
Elisa Colkitt (former) Director/ Nominating Committee2015-2017 1 $0 reported 1
Steve Avera (former) Director/ Nominating Committee2014-2017 1 $0 reported 1
Karen Walsh (former) Director/ NOVA Committee2014-2017 1 $0 reported 1
Rick Poluch (former) Director2016-2017 1 $0 reported 1
Chris Trede (former) Director2015-2017 1 $0 reported 1
Brian Jones (former) Director2014-2017 1 $0 reported 1
Lisa Klassen (former) Director2014-2017 1 $0 reported 1
Lawrence Fahey (former) Director2015-2016 1 $0 reported 1
Anne Hebard-Duduch (former) Director2015-2016 1 $0 reported 1
Joshue Lovell (former) Director2016 1 $0 reported 1
Ann Maroe Ciccolo (former) Director2016 1 $0 reported 1
Jim Keenan (former) Director2016 1 $0 reported 1
Bob Groth (former) Director2016 1 $0 reported 1
George Batejan (former) Director2014-2016 1 $0 reported 1
Barry Benjamin (former) Director2014-2016 1 $0 reported 1
Doug Morgan (former) Director2015-2016 1 $0 reported 1
Bob Wallace (former) Director2014-2016 1 $0 reported 1
Eileen Storz-Salino (former) Director2014-2015 1 $0 reported 2
Anmarie Ciccolo (former) Director2014-2015 1 $0 reported 1
Robert Groth (former) Director2014-2015 1 $0 reported 1
James Keenan (former) Director2014-2015 1 $0 reported 1
Robert Wallace (former) Director2015 1 $0 reported 1
Margarrheeta Wise (former) Director2014-2015 1 $0 reported 1
Erika Ivanyi (former) Director2014-2015 1 $0 reported 1
Fred Naddaff (former) Director2014-2015 1 $0 reported 1
David Parks (former) Director2014-2015 1 $0 reported 1
Greg DePaola (former) Director2014 1 $0 reported 1
William Greilich (former) Director2014 1 $0 reported 1
Anne Hebard-Deduch (former) Director2014 1 $0 reported 1

People by year

2025 · 33 people listed · 4 paid, $930K · 9 employees · 700 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jim Fitzpatrick President & CEO40 $470,000$0$6,205 $476,2051
Kelly Sherrard Executive Director Operations/Events40 $154,125$0$26,229 $180,3541
Allison Walsh Executive Director Membership/Sales40 $146,163$0$13,940 $160,1031
Allison Lovett Vice President40 $112,500$0$1,327 $113,8271
Clint Harris Chair2 $0$0$0 $02
Stacy Bernstein Vice Chair2 $0$0$0 $01
David Rosen Vice President2 $0$0$0 $02
Kevin Mahn Vice President2 $0$0$0 $01
Janet Bienkowski Vice President2 $0$0$0 $01
Ryan Burns Vice President2 $0$0$0 $01
Kirsten Pickens Vice President2 $0$0$0 $01
John Stadtler Vice President2 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Dan Moorman Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Chris Keller Director1 $0$0$0 $01
Mike Melles Director1 $0$0$0 $01
Jennifer McGovern Director1 $0$0$0 $01
Ken Cawley Director1 $0$0$0 $01
Steve Rueschhoff Director1 $0$0$0 $01
Cindy Schreiner Director1 $0$0$0 $01
Kelli O'Brien Director1 $0$0$0 $02
Mike Mastroianni Director1 $0$0$0 $01
John Gray Director1 $0$0$0 $01
Andrew Strnad Director1 $0$0$0 $01
Brooke Marajo Director1 $0$0$0 $01
Stephen Patrickakos Director1 $0$0$0 $01
Christine Waldon Director1 $0$0$0 $01
Stacy Veleker Director1 $0$0$0 $01
Chris Goff Director1 $0$0$0 $01
Jocelyn McBride Director1 $0$0$0 $01
Stella Mink Director1 $0$0$0 $01
Tiffani Potesta Director1 $0$0$0 $01
2024 · 39 people listed · 5 paid, $1.1M · 14 employees · 700 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jim Fitzpatrick President & CEO40 $470,000$0$36,255 $506,2551
Kelly Sherrard Vice President40 $147,375$0$18,979 $166,3541
Allison Walsh Vice President40 $133,905$0$12,296 $146,2011
Justine Phoenix Vice President40 $142,300$0$0 $142,3001
Allison Lovett Vice President40 $111,875$0$0 $111,8751
Clint Harris Chairman1 $0$0$0 $02
Scott Brady Chairman through 10/1/20241 $0$0$0 $02
Stacy Bernstein Vice Chairwoman1 $0$0$0 $01
David Rosen Vice President1 $0$0$0 $02
Kevin Mahn Vice President1 $0$0$0 $01
Janet Bienkowski Vice President1 $0$0$0 $01
Ryan Burns Vice President1 $0$0$0 $01
Kirsten Pickens Vice President1 $0$0$0 $01
John Stadtler Vice President1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Dan Moorman Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Chris Keller Director1 $0$0$0 $01
Mike Melles Director1 $0$0$0 $01
Jennifer McGovern Director1 $0$0$0 $01
Ken Cawley Director1 $0$0$0 $01
Steve Rueschhoff Director1 $0$0$0 $01
Cindy Schreiner Director1 $0$0$0 $01
Kelli O'Brien Director1 $0$0$0 $02
Mike Mastroianni Director1 $0$0$0 $01
John Gray Director1 $0$0$0 $01
Andrew Strnad Director1 $0$0$0 $01
Dan Houlihan Director1 $0$0$0 $01
Brooke Marajo Director1 $0$0$0 $01
Stephen Patrickakos Director1 $0$0$0 $01
Christine Waldon Director1 $0$0$0 $01
Stacy Veleker Director1 $0$0$0 $01
Brian Shlissel Director1 $0$0$0 $02
Chris Goff Director1 $0$0$0 $01
Jocelyn McBride Director1 $0$0$0 $01
Stella Mink Director1 $0$0$0 $01
Tiffani Potesta Director1 $0$0$0 $01
Angela Morales Director through June 20241 $0$0$0 $01
Christine Selmi Director through June 20241 $0$0$0 $01
2023 · 37 people listed · 5 paid, $952K · 10 employees · 700 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jim Fitzpatrick President & CEO40 $440,000$0$5,800 $445,8001
Allison Lovett Vice President40 $140,725$0$0 $140,7251
Justine Phoenix Vice President40 $127,819$0$0 $127,8191
Kelly Sherrard Vice President40 $121,594$0$3,573 $125,1671
Allison Walsh Vice President40 $108,365$0$3,875 $112,2401
Scott Brady Chairman1 $0$0$0 $02
Stacy Bernstein Vice Chair1 $0$0$0 $01
Janet Bienkowski Vice President1 $0$0$0 $01
Ryan Burns Vice President1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Katarina Tzouganatos Director1 $0$0$0 $01
David Rosen Director1 $0$0$0 $02
Clint Harris Director1 $0$0$0 $02
Dan Moorman Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Chris Keller Director1 $0$0$0 $01
Kevin Mahn Director1 $0$0$0 $01
Mike Melles Director1 $0$0$0 $01
Jennifer McGovern Director1 $0$0$0 $01
Ken Cawley Director1 $0$0$0 $01
Kirsten Pickens Director1 $0$0$0 $01
Steve Rueschhoff Director1 $0$0$0 $01
Cindy Schreiner Director1 $0$0$0 $01
Charlie Rizzo Director1 $0$0$0 $01
Kelli O'Brien Director1 $0$0$0 $02
Mike Mastroianni Director1 $0$0$0 $01
Angela Morales Director1 $0$0$0 $01
John Gray Director1 $0$0$0 $01
Christine Selmi Director1 $0$0$0 $01
John Stadtler Director1 $0$0$0 $01
Andrew Strnad Director1 $0$0$0 $01
Dan Houlihan Director1 $0$0$0 $01
Brooke Marajo Director1 $0$0$0 $01
Stephen Patrickakos Director1 $0$0$0 $01
Christine Waldon Director1 $0$0$0 $01
Stacy Veleker Director1 $0$0$0 $01
Brian Shlissel Director1 $0$0$0 $02
2022 · 41 people listed · 5 paid, $996K · 9 employees · 700 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jim Fitzpatrick President & CEO40 $440,000$0$42,000 $482,0001
Kelly Sherrard Vice President40 $127,819$0$17,075 $144,8941
Justine Phoenix Vice President40 $140,725$0$0 $140,7251
Allison Walsh Vice President40 $119,094$0$3,573 $122,6671
Allison Lovett Vice President40 $105,865$0$0 $105,8651
Scott Brady Chairman1 $0$0$0 $02
Stacy Bernstein Vice Chair1 $0$0$0 $01
Josh Lovell VP & Nominating1 $0$0$0 $01
Irene Speridakos Vice President1 $0$0$0 $02
Janet Bienkowski Vice President1 $0$0$0 $01
Lisa Halbach Vice President1 $0$0$0 $01
Ryan Burns Vice President1 $0$0$0 $01
Angela Morales Director1 $0$0$0 $01
Brandon Anderson Director1 $0$0$0 $02
Charlie Rizzo Director1 $0$0$0 $01
Chris Keller Director1 $0$0$0 $01
Christine Selmi Director1 $0$0$0 $01
Cindy Schreiner Director1 $0$0$0 $01
Clint Harris Director1 $0$0$0 $02
Dan Moorman Director1 $0$0$0 $01
David Rosen Director1 $0$0$0 $02
Emmy Bernard Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Jennifer McGovern Director1 $0$0$0 $01
John Gray Director1 $0$0$0 $01
John Stadtler Director1 $0$0$0 $01
Katarina Tzouganatos Director1 $0$0$0 $01
Keith Slattery Director1 $0$0$0 $01
Kelli O'Brien Director1 $0$0$0 $02
Ken Cawley Director1 $0$0$0 $01
Kevin Mahn Director1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Kirsten Pickens Director1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Mark Trenchard Director1 $0$0$0 $01
Mike Mastroianni Director1 $0$0$0 $01
Mike Melles Director1 $0$0$0 $01
Pat Curtin Director1 $0$0$0 $01
Rich Prior Director1 $0$0$0 $01
Steve Rueschhoff Director1 $0$0$0 $01
Tosin Salami Director1 $0$0$0 $01
2021 · 38 people listed · 5 paid, $883K · 10 employees · 525 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President & CEO40 $408,125$0$5,113 $413,2381
Justine Phoenix Vice President40 $134,500$0$0 $134,5001
Kelly Sherrard Executive Director40 $114,813$0$4,695 $119,5081
Allison Walsh Vice President40 $111,156$0$3,335 $114,4911
Allison Lovett Vice President40 $101,302$0$0 $101,3021
Scott Brady Chairman1 $0$0$0 $02
Stacy Bernstein Vice Chair1 $0$0$0 $01
Larry Fahey VP & Treasurer1 $0$0$0 $01
Joshua Lovell Vice President1 $0$0$0 $01
Lisa Halbach Vice President1 $0$0$0 $01
David Whitaker Vice President1 $0$0$0 $01
Irene Speridakos Vice President1 $0$0$0 $02
Janet Bienkowski Vice President1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Rich Prior Director1 $0$0$0 $01
Mark Trenchard Director1 $0$0$0 $01
Keith Slattery Director1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Katarina Tzouganatos Director1 $0$0$0 $01
Brandon Anderson Director1 $0$0$0 $02
David Rosen Director1 $0$0$0 $02
Clint Harris Director1 $0$0$0 $02
Patrick Curtin Director1 $0$0$0 $01
Eileen Norton Director1 $0$0$0 $01
Dan Moorman Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Chris Keller Director1 $0$0$0 $01
Kevin Mahn Director1 $0$0$0 $01
Mike Melles Director1 $0$0$0 $01
Jennifer McGovern Director1 $0$0$0 $01
Ryan Burns Director1 $0$0$0 $01
Ken Cawley Director1 $0$0$0 $01
Lisa Goulemas Director1 $0$0$0 $01
Kirsten Pickens Director1 $0$0$0 $01
Steve Rueschhoff Director1 $0$0$0 $01
Cindy Schreiner Director1 $0$0$0 $01
Melanie Pickett Director1 $0$0$0 $01
Cliff Piorier Director1 $0$0$0 $01
2020 · 35 people listed · 4 paid, $723K · 12 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President & CEO40 $377,500$0$5,400 $382,9001
Justine Phoenix VP Distribution & Broker Dealer Engagement40 $127,500$0$0 $127,5001
Kelly Sherrard Executive Director40 $105,000$0$3,000 $108,0001
Allison Walsh Vice President, Marketing40 $105,000$0$0 $105,0001
Scott Brady Chair1 $0$0$0 $02
Dan Houlihan Chair1 $0$0$0 $01
Stacy Bernstein Vice Chair1 $0$0$0 $01
Lisa Hill Vice Chair1 $0$0$0 $01
Janet Bienkowski Vice President1 $0$0$0 $01
Lisa Halbach Vice President - Audit1 $0$0$0 $01
David Whitaker Vice President - Membership1 $0$0$0 $01
Joshua Lovell Vice President - Nominating1 $0$0$0 $01
Larry Fahey Vice President - Treasurer1 $0$0$0 $01
Brandon Anderson Director1 $0$0$0 $02
Patrick Curtin Director1 $0$0$0 $01
Clint Harris Director1 $0$0$0 $02
Chris Keller Director1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Kevin Mahn Director1 $0$0$0 $01
Jennifer McGovern Director1 $0$0$0 $01
Michael Melles Director1 $0$0$0 $01
Dan Moorman Director1 $0$0$0 $01
Eileen Norton Director1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Melanie Pickett Director1 $0$0$0 $01
Cliff Poirier Director1 $0$0$0 $01
Rich Prior Director1 $0$0$0 $01
Gem Pushpaharan Director1 $0$0$0 $01
David Rosen Director1 $0$0$0 $02
Keith Slattery Director1 $0$0$0 $01
Irene Speridakos Director1 $0$0$0 $02
Mark Trenchard Director1 $0$0$0 $01
Katerina Tzouganatos Director1 $0$0$0 $01
Margarheeta Rheeta Wise Director1 $0$0$0 $01
2019 · 38 people listed · 2 paid, $484K · 11 employees · 325 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President40 $359,375$0$0 $359,3751
Justine Phoenix VP Distribution & Broker Dealer Engagement40 $125,000$0$0 $125,0001
Dan Houlihan Chair1 $0$0$0 $01
Peter Poulin Treasurer1 $0$0$0 $01
Timothy Johnson Director1 $0$0$0 $01
Lisa Halbach Director1 $0$0$0 $01
Scott Brady Director1 $0$0$0 $02
Keith Slattery Director1 $0$0$0 $01
Mark Trenchard Director1 $0$0$0 $01
Rich Prior Director1 $0$0$0 $01
Matt Thomas Director1 $0$0$0 $01
David Whitaker Director1 $0$0$0 $01
Ian McCoy Director1 $0$0$0 $01
Scott Chelton Director1 $0$0$0 $01
Lisa Hill Director1 $0$0$0 $01
Margarheeta Rheeta Wise Director1 $0$0$0 $01
Philip Kolb Director1 $0$0$0 $01
Michael DeNofrio Director1 $0$0$0 $01
Larry Fahey Director1 $0$0$0 $01
Joseph Quirk Director1 $0$0$0 $01
Joshua Lovell Director1 $0$0$0 $01
Michael O'Reilly Director1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Jay Martin Director1 $0$0$0 $01
Veronica Lee Director1 $0$0$0 $01
Pat Curtin Director1 $0$0$0 $01
Katarina Tsouganatous Director1 $0$0$0 $01
Frieda Lewis Director1 $0$0$0 $01
Dan Moorman Director1 $0$0$0 $01
Eileen Norton Director1 $0$0$0 $01
Cliff Poirier Director1 $0$0$0 $01
David Rosen Director1 $0$0$0 $02
Brandon Anderson Director1 $0$0$0 $02
Bethaney Hendricks Director1 $0$0$0 $01
Chris Keller Director1 $0$0$0 $01
Stacy Bernstein Director1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Clint Harris Director1 $0$0$0 $02
2018 · 31 people listed · 1 paid, $332K · 5 employees · 325 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President40 $332,000$0$0 $332,0001
Dan Houlihan Chair1 $0$0$0 $01
Peter Poulin Treasurer1 $0$0$0 $01
Timothy Johnson Director1 $0$0$0 $01
Lisa Halbach Director1 $0$0$0 $01
Scott Brady Director1 $0$0$0 $02
Keith Slattery Director1 $0$0$0 $01
Mark Trenchard Director1 $0$0$0 $01
Rich Prior Director1 $0$0$0 $01
Matt Thomas Director1 $0$0$0 $01
David Whitaker Director1 $0$0$0 $01
Ian McCoy Director1 $0$0$0 $01
Scott Chelton Director1 $0$0$0 $01
Lisa Hill Director1 $0$0$0 $01
Margarheeta Rheeta Wise Director1 $0$0$0 $01
Philip Kolb Director1 $0$0$0 $01
Stacy Roode Director1 $0$0$0 $01
Michael DeNofrio Director1 $0$0$0 $01
Larry Fahey Director1 $0$0$0 $01
Joseph Quirk Director1 $0$0$0 $01
Jennifer Hanes Director1 $0$0$0 $01
Joshua Lovell Director1 $0$0$0 $01
Michael O'Reilly Director1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Jay Martin Director1 $0$0$0 $01
Anne Hebard Director1 $0$0$0 $01
Stacy Bernstein Director1 $0$0$0 $01
Bethany Hendricks Director1 $0$0$0 $01
Mark Lavan Director1 $0$0$0 $01
Rachel Schnoll Director1 $0$0$0 $01
Cliff Poirier Director1 $0$0$0 $01
2017 · 34 people listed · 1 paid, $332K · 3 employees · 250 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President/ Clerk Exec. Committee40 $332,000$0$0 $332,0001
Dan Houlihan Chair/Operational Strategy Committee1 $0$0$0 $01
Peter Poulin Treasurer/ Finance Committee1 $0$0$0 $01
Scott Brady Director/ Nominating Committee1 $0$0$0 $02
Scott Chelton Director/ Audit Committee1 $0$0$0 $01
Philip Kolb Director/ Membership Committee1 $0$0$0 $01
Stacy Roode Director/ Audit Committee1 $0$0$0 $01
Jennifer Hanes Director/ Content Committee1 $0$0$0 $01
Anne Hebard Director/ Content Committee1 $0$0$0 $01
Elisa Colkitt Director/ Nominating Committee1 $0$0$0 $01
Steve Avera Director/ Nominating Committee1 $0$0$0 $01
Karen Walsh Director/ NOVA Committee1 $0$0$0 $01
Timothy Johnson Director1 $0$0$0 $01
Lisa Halbach Director1 $0$0$0 $01
Keith Slattery Director1 $0$0$0 $01
Mark Trenchard Director1 $0$0$0 $01
Rich Prior Director1 $0$0$0 $01
Matt Thomas Director1 $0$0$0 $01
David Whitaker Director1 $0$0$0 $01
Ian McCoy Director1 $0$0$0 $01
Lisa Hill Director1 $0$0$0 $01
Margarheeta Rheeta Wise Director1 $0$0$0 $01
Michael DeNofrio Director1 $0$0$0 $01
Larry Fahey Director1 $0$0$0 $01
Joseph Quirk Director1 $0$0$0 $01
Joshua Lovell Director1 $0$0$0 $01
Michael O'Reilly Director1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Jay Martin Director1 $0$0$0 $01
Rick Poluch Director1 $0$0$0 $01
Chris Trede Director1 $0$0$0 $01
Michael Collins Director1 $0$0$0 $02
Brian Jones Director1 $0$0$0 $01
Lisa Klassen Director1 $0$0$0 $01
2016 · 33 people listed · 1 paid, $258K · 3 employees · 200 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President40 $257,500$0$0 $257,5001
Dan Houlihan Chair1 $0$0$0 $01
Peter Poulin Treasurer1 $0$0$0 $01
Steve Avera Director1 $0$0$0 $01
Scott Chelton Director1 $0$0$0 $01
Elisa Colkitt Director1 $0$0$0 $01
Michael Collins Director1 $0$0$0 $02
Michael DeNofrio Director1 $0$0$0 $01
Lawrence Fahey Director1 $0$0$0 $01
Jennifer Hanes Director1 $0$0$0 $01
Anne Hebard-Duduch Director1 $0$0$0 $01
Lisa Hill Director1 $0$0$0 $01
Brian Jones Director1 $0$0$0 $01
Lisa Klassen Director1 $0$0$0 $01
Philip Kolb Director1 $0$0$0 $01
Joshue Lovell Director1 $0$0$0 $01
Jay Martin Director1 $0$0$0 $01
Ian McCoy Director1 $0$0$0 $01
Kevin O'Connell Director1 $0$0$0 $01
Michael O'Reilly Director1 $0$0$0 $01
Rick Poluch Director1 $0$0$0 $01
Joseph Quirk Director1 $0$0$0 $01
Stacy Roode Director1 $0$0$0 $01
Chris Trede Director1 $0$0$0 $01
Karen Walsh Director1 $0$0$0 $01
Margarheeta Wise Director1 $0$0$0 $01
Ann Maroe Ciccolo Director1 $0$0$0 $01
Jim Keenan Director1 $0$0$0 $01
Bob Groth Director1 $0$0$0 $01
George Batejan Director1 $0$0$0 $01
Barry Benjamin Director1 $0$0$0 $01
Doug Morgan Director1 $0$0$0 $01
Bob Wallace Director1 $0$0$0 $01
2015 · 32 people listed · 3 paid, $205K · 2 employees · 250 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
James A Fitzpatrick President beginning Sept 201540 $83,333$0$0 $83,3331
Theresa Hamacher President through June 201540 $72,631$0$5,095 $77,7261
Liz Jackson Interim President40 $44,211$0$0 $44,2111
George Batejan Chair1 $0$0$0 $01
Dan Houlihan Vice-Chair1 $0$0$0 $01
Peter Poulin Treasurer1 $0$0$0 $01
Steve Avera Director1 $0$0$0 $01
Scott Chelton Director1 $0$0$0 $01
Anmarie Ciccolo Director1 $0$0$0 $01
Elisa Colkitt Director1 $0$0$0 $01
Michael Collins Director1 $0$0$0 $02
Michael DeNofrio Director1 $0$0$0 $01
Lawrence Fahey Director1 $0$0$0 $01
Robert Groth Director1 $0$0$0 $01
Anne Hebard-Duduch Director1 $0$0$0 $01
Lisa Hill Director1 $0$0$0 $01
Brian Jones Director1 $0$0$0 $01
James Keenan Director1 $0$0$0 $01
Lisa Klassen Director1 $0$0$0 $01
Philip Kolb Director1 $0$0$0 $01
Ian McCoy Director1 $0$0$0 $01
Doug Morgan Director1 $0$0$0 $01
Stacy Roode Director1 $0$0$0 $01
Chris Trede Director1 $0$0$0 $01
Robert Wallace Director1 $0$0$0 $01
Karen Walsh Director1 $0$0$0 $01
Margarrheeta Wise Director1 $0$0$0 $01
Barry Benjamin Treasurer1 $0$0$0 $01
Erika Ivanyi Director1 $0$0$0 $01
Fred Naddaff Director1 $0$0$0 $01
David Parks Director1 $0$0$0 $01
Eileen Storz-Salino Director1 $0$0$0 $02
2014 · 26 people listed · 1 paid, $200K · 1 employee · 413 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Theresa Hamacher President40 $177,000$0$22,661 $199,6611
George Batejan Chair1 $0$0$0 $01
Dan Houlihan Vice-Chair1 $0$0$0 $01
Barry Benjamin Treasurer1 $0$0$0 $01
Steve Avera Director1 $0$0$0 $01
Scott Chelton Director1 $0$0$0 $01
Anmarie Ciccolo Director1 $0$0$0 $01
Michael Collins Director1 $0$0$0 $02
Greg DePaola Director1 $0$0$0 $01
William Greilich Director1 $0$0$0 $01
Robert Groth Director1 $0$0$0 $01
Anne Hebard-Deduch Director1 $0$0$0 $01
Lisa Hill Director1 $0$0$0 $01
Erika Ivanyi Director1 $0$0$0 $01
Brian Jones Director1 $0$0$0 $01
James Keenan Director1 $0$0$0 $01
Lisa Klassen Director1 $0$0$0 $01
Philip Kolb Director1 $0$0$0 $01
Ian McCoy Director1 $0$0$0 $01
Fred Naddaff Director1 $0$0$0 $01
David Parks Director1 $0$0$0 $01
Peter Poulin Director1 $0$0$0 $01
Eileen Storz-Salino Director1 $0$0$0 $02
Bob Wallace Director1 $0$0$0 $01
Karen Walsh Director1 $0$0$0 $01
Margarrheeta Wise Director1 $0$0$0 $01

Highest-paid independent contractors

2021 · 1 contractor · $133K
NameLocationServicePaid
CommPartnersColumbia, MDOnline Conference & Webinar IT Services$133,360
2020 · 1 contractor · $131K
NameLocationServicePaid
Marriott Harbor Beach Resort & SpaFort Lauderdale, FLHosting Services for Events$131,090
2019 · 1 contractor · $213K
NameLocationServicePaid
Interel US IncWashington, DCAssociation Management Services$212,917
2018 · 2 contractors · $416K
NameLocationServicePaid
Interel US IncWashington, DCAssociation Management Services$261,241
Trump Miami ResortMiami, FLMtg Venue/ Hotel$155,200
2017 · 2 contractors · $549K
NameLocationServicePaid
Interel US IncMcLean, VAAssociation Management Services$434,964
Diplomat HotelHollywood, FLEvent host hotel$114,450
2016 · 2 contractors · $529K
NameLocationServicePaid
AMG IncMcLean, VAAssociation Management Services$414,964
Diplomat HotelHollywood, FLEvent host hotel$114,300
2015 · 4 contractors · $930K
NameLocationServicePaid
AMG IncMcLean, VAAssociation Management Services$568,839
Diplomat Resort & Spa- CURIO CHollywood, FLEvent host hotel$138,095
Leading Authorities IncWashington, DCSpeaker Bureau$112,625
Wilbanks Partners LLCStamford, CTExecutive Search$110,758
2014 · 1 contractor · $613K
NameLocationServicePaid
AMG IncMcLean, VAAssociation Management Services$613,464

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 1 grant to organizations · $11K
2021 · 1 grant to organizations · $10K
2019 · 1 grant to organizations · $60K
2017 · 1 grant to organizations · $40K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

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
2025 · Form 990 period ending 2026-03-31 · view filing · original 990 ↗
$2,497,146$2,271,369 $1,815,802$748,990 $34,375$2,430,310 $512,0009700
2024 · Form 990 period ending 2025-03-31 · view filing · original 990 ↗
$2,233,106$2,316,530 $1,551,759$523,213 $0$2,184,062 $506,25514700
2023 · Form 990 period ending 2024-03-31 · view filing · original 990 ↗
$2,205,079$2,234,527 $1,440,460$606,637 $64,495$2,146,849 $476,90010700
2022 · Form 990 period ending 2023-03-31 · view filing · original 990 ↗
$2,221,537$2,371,369 $1,428,233$636,085 $43,895$2,210,730 $483,0009700
2021 · Form 990 period ending 2022-03-31 · view filing · original 990 ↗
$2,079,510$2,000,063 $1,905,996$785,917 $48,355$2,069,095 $445,11310525
2020 · Form 990 period ending 2021-03-31 · view filing · original 990 ↗
$1,786,292$1,606,364 $1,296,845$706,470 $140,000$1,644,822 $407,90012500
2019 · Form 990 period ending 2020-03-31 · view filing · original 990 ↗
$2,801,802$2,708,576 $990,191$526,542 $181,739$2,629,503 $473,78511325
2018 · Form 990 period ending 2019-03-31 · view filing · original 990 ↗
$1,211,655$1,347,675 $1,494,081$433,316 $0$1,201,722 $332,0005325
2017 · Form 990 period ending 2018-03-31 · view filing · original 990 ↗
$1,574,893$1,520,015 $1,096,439$575,178 $49,625$1,528,921 $250,0003250
2016 · Form 990 period ending 2017-03-31 · view filing · original 990 ↗
$1,477,166$1,585,428 $971,554$520,300 $0$1,476,527 $332,0003200
2015 · Form 990 period ending 2016-03-31 · view filing · original 990 ↗
$1,458,790$1,524,769 $1,028,248$628,562 $0$1,458,710 $252,4582250
2014 · Form 990 period ending 2015-03-31 · view filing · original 990 ↗
$1,498,000$1,643,835 $1,158,949$694,541 $0$1,496,772 $188,5181413

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $120,000 in all, tax years 2018 to 2025. 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
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018, 2024 2$110,000 2024$10,000
show
THE BLACKBAUD GIVING FUND DAF sponsor Exact 2025 1$10,000 2025$10,000
show

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OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
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MSOM INCMDB50 $2,018,735$10,314,381 PRESIDENT$1,662,052 Same NTEE code B50, revenue within 2x
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NEW YORK SEMINARY INCNYB50 $1,749,096$1,740,374 TRUSTEE$157,000 Same NTEE code B50, revenue within 2x
THE SOCIETY OF CLINICAL RESEARCH ASSOCIATES INCTNB50 $4,209,849$4,116,761 Past President (thru 9/2024)$0 Same NTEE code B50, revenue within 2x
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THE INSTITUTE OF BUDDHIST STUDIES INCCAB50 $3,721,254$2,373,677 ACCOUNTANT$170,464 Same NTEE code B50, revenue within 2x
EXALTING CHRIST IN HONDURAS INCFLB50 $1,332,256$1,197,815 Chairman/Executive Director$168,500 Same NTEE code B50, revenue within 2x
DISCIPLE NATIONS ALLIANCE INCAZB50 $1,342,652$1,416,348 President$105,193 Same NTEE code B50, revenue within 2x
ILLINOIS BANKERS EDUCATION SERVICES INCILB50 $1,603,999$1,597,051 Secretary/Treas$0 Same NTEE code B50, revenue within 2x
MENACHEM EDUCATION FOUNDATION INCNYB50 $1,504,732$1,949,436 Executive Dir.$141,020 Same NTEE code B50, revenue within 2x
FOUNDATION FOR ACCOUNTING EDUCATION INCNYB50 $2,705,541$2,709,890 CHIEF EXECUTIVE OFFICER$479,042 Same NTEE code B50, revenue within 2x
KENTUCKY COLLEGE OF ART AND DESIGN INCKYB50 $4,059,787$4,151,010 PRESIDENT$301,186 Same NTEE code B50, revenue within 2x
WON INSTITUTE OF GRADUATE STUDIESPAB50 $2,785,239$2,988,199 PRESIDENT$104,415 Same NTEE code B50, revenue within 2x
DALLAS INTERNATIONAL UNIVERSITYTXB50 $2,267,329$2,355,255 PRESIDENT$113,000 Same NTEE code B50, revenue within 2x
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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
LILLY ENDOWMENT INC Private foundation$67,746,47041 92011–2025 CITY SEMINARY OF NEW YORK; HOOD THEOLOGICAL SEMINARY; AMERICA EVANGELICAL UNIVERSITY; AUBURN THEOLOGICAL SEMINARY and 5 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$28,661,64612 32019–2024 NATIONAL CENTER FOR TEACHER RESIDENCIES INC; MENACHEM EDUCATION FOUNDATION INC; GETS THEOLOGICAL SEMINARY
TIDES FOUNDATION DAF sponsor$18,355,00011 32018–2024 ACADEMY FOR THE LOVE OF LEARNING INC; AUBURN THEOLOGICAL SEMINARY; MARCY LAB INC
MATHILE FAMILY FOUNDATION Private foundation$14,916,7315 12019–2023 AILERON CORP
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$13,516,034147 212012–2024 DISCIPLE NATIONS ALLIANCE INC; PHOENIX SEMINARY INC; EXALTING CHRIST IN HONDURAS INC; OAK VALLEY COLLEGE and 17 more
DUNAWAY FOUNDATION Private foundation$11,529,5491 12014–2014 SAN DIEGO PUBLIC LIBRARY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$10,368,720139 332016–2024 MARCY LAB INC; THE INSTITUTE OF BUDDHIST STUDIES INC; PHOENIX SEMINARY INC; MENACHEM EDUCATION FOUNDATION INC and 29 more
JEWISH COMMUNITY FOUNDATION OF SAN DIEGO DAF sponsor$7,523,37016 22010–2024 SAN DIEGO PUBLIC LIBRARY FOUNDATION; AUBURN THEOLOGICAL SEMINARY
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$5,277,60218 82020–2024 SAN DIEGO PUBLIC LIBRARY FOUNDATION; MARCY LAB INC; PHOENIX SEMINARY INC; AUBURN THEOLOGICAL SEMINARY and 4 more
NATIONAL PHILANTHROPIC TR DAF sponsor$4,537,76460 162014–2024 TEACH ST LOUIS; MARCY LAB INC; PHOENIX SEMINARY INC; UNITED THEOLOGICAL SEMINARY OF THE TWIN CITIES and 12 more
THE GRACE AND MERCY FOUNDATION INC Private foundation$4,220,00013 22012–2024 CITY SEMINARY OF NEW YORK; REFORMED UNIVERSITY INC
MARGARET A CARGILL FOUNDATION Private foundation$3,875,0004 12021–2024 NATIONAL CENTER FOR TEACHER RESIDENCIES INC
THE SAN DIEGO FOUNDATION DAF sponsor$3,726,49813 12011–2024 SAN DIEGO PUBLIC LIBRARY FOUNDATION
MINNEAPOLIS FOUNDATION DAF sponsor$3,302,26221 22011–2024 UNITED THEOLOGICAL SEMINARY OF THE TWIN CITIES; HIGH SCHOOL FOR RECORDING ARTS
THE SUSAN THOMPSON BUFFETT FOUNDATION Private foundation$3,225,77913 22019–2025 AUBURN THEOLOGICAL SEMINARY; LITTLE PRIEST TRIBAL COLLEGE

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.

2025 · Form 990 · $2,271,369 spent · pay $1,395,291 · grants $0 · events $575,462
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $754,448$691,547$62,901- 33.2%
Conferences, conventions and meetings $542,660$540,860$1,800- 23.9%
Pay: officers, directors, trustees, key employees $512,000$460,800$51,200- 22.5%
Information technology $87,968$81,017$6,951- 3.9%
Payroll taxes $77,919$70,906$7,013- 3.4%
Office expenses $62,449$30,362$32,087- 2.7%
Travel $59,318$57,146$2,172- 2.6%
Fees: accounting $51,968-$51,968- 2.3%
Other (as described)Dues & Subscriptions $40,031$30,388$9,643- 1.8%
Other employee benefits $36,690$33,508$3,182- 1.6%
Fees: other services $19,708$18,834$874- 0.9%
Pension plan contributions $14,234$12,953$1,281- 0.6%
Insurance $11,976$11,315$661- 0.5%
Fundraising events Eventdirect expenses; gross income $26,960$32,802reported apart
Total$2,271,369100%

View the filing

2024 · Form 990 · $2,316,530 spent · pay $1,415,775 · grants $0 · events $554,357
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $787,501$721,326$66,175- 34.0%
Conferences, conventions and meetings $554,357$554,357-- 23.9%
Pay: officers, directors, trustees, key employees $506,255$455,630$50,625- 21.9%
Information technology $92,275$84,508$7,767- 4.0%
Travel $81,767$80,192$1,575- 3.5%
Payroll taxes $79,767$72,588$7,179- 3.4%
Office expenses $70,176$50,756$19,420- 3.0%
Fees: accounting $51,737-$51,737- 2.2%
Other employee benefits $29,888$27,560$2,328- 1.3%
Other (as described)Dues & Subscriptions $24,803$19,264$5,539- 1.1%
Pension plan contributions $12,364$11,251$1,113- 0.5%
Insurance $11,847$11,158$689- 0.5%
Fees: other services $10,821$10,080$741- 0.5%
Advertising and promotion $1,948$1,900$48- 0.1%
Fees: legal $1,024$787$237- 0.0%
Total$2,316,530100%

View the filing

2023 · Form 990 · $2,234,527 spent · pay $1,375,688 · grants $10,600 · events $573,668
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $771,007$694,526$76,481- 34.5%
Conferences, conventions and meetings $506,120$506,120-- 22.6%
Pay: officers, directors, trustees, key employees $476,900$429,210$47,690- 21.3%
Information technology $90,024$81,862$8,162- 4.0%
Payroll taxes $77,284$69,595$7,689- 3.5%
Office expenses $74,771$59,955$14,816- 3.3%
Travel $68,783$66,241$2,542- 3.1%
Fees: other services $57,645$57,557$88- 2.6%
Other employee benefits $50,497$45,475$5,022- 2.3%
Other (as described)Dues & Subscriptions $26,972$18,900$8,072- 1.2%
Grants to US organizations and governments $10,600$10,600-- 0.5%
Insurance $9,589$9,025$564- 0.4%
Fees: accounting $8,850-$8,850- 0.4%
Other (as described) EventSLF volunteer event $4,500$4,500-- 0.2%
Advertising and promotion $985$939$46- 0.0%
Fundraising events Eventdirect expenses; gross income $13,600$63,048reported apart
Total$2,234,527100%

View the filing

2022 · Form 990 · $2,371,369 spent · pay $1,364,465 · grants $0 · events $630,682
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $769,129$718,454$50,675- 32.4%
Conferences, conventions and meetings $571,405$571,405-- 24.1%
Pay: officers, directors, trustees, key employees $483,000$434,700$48,300- 20.4%
Office expenses $127,807$64,076$63,731- 5.4%
Information technology $118,806$87,504$31,302- 5.0%
Travel $79,418$65,572$13,846- 3.3%
Payroll taxes $75,580$69,662$5,918- 3.2%
Fees: accounting $48,155-$48,155- 2.0%
Other employee benefits $24,331$23,359$972- 1.0%
Other (as described)Dues & Subscriptions $19,236$1,595$17,641- 0.8%
Fees: other services $15,718$1,433$14,285- 0.7%
Insurance $12,434$6,678$5,756- 0.5%
Pension plan contributions $12,425$11,452$973- 0.5%
Advertising and promotion $7,919-$7,919- 0.3%
Other (as described) EventSLF volunteer event $3,250$3,250-- 0.1%
Fees: legal $1,553-$1,553- 0.1%
Other (as described)Taxes $1,203-$1,203- 0.1%
Fundraising events Eventdirect expenses; gross income $11,050$56,027reported apart
Total$2,371,369100%

View the filing

2021 · Form 990 · $2,000,063 spent · pay $1,334,088 · grants $9,862 · events $421,300
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $759,787$709,844$49,943- 38.0%
Pay: officers, directors, trustees, key employees $445,113$400,602$44,511- 22.3%
Conferences, conventions and meetings $367,207$367,207-- 18.4%
Information technology $123,838$101,443$22,395- 6.2%
Payroll taxes $80,889$74,555$6,334- 4.0%
Office expenses $58,002$5,875$52,127- 2.9%
Fees: accounting $47,579-$47,579- 2.4%
Other employee benefits $38,379$35,485$2,894- 1.9%
Travel $27,594$13,721$13,873- 1.4%
Fees: other services $11,376$3,350$8,026- 0.6%
Pension plan contributions $9,920$9,143$777- 0.5%
Grants to US organizations and governments $9,862$9,862-- 0.5%
Insurance $7,809$3,314$4,495- 0.4%
Other (as described)Dues & Subscriptions $6,477$1,594$4,883- 0.3%
Fees: legal $3,227-$3,227- 0.2%
Advertising and promotion $2,478$1,369$1,109- 0.1%
Other (as described)Taxes $526-$526- 0.0%
Fundraising events Eventdirect expenses; gross income $15,600$54,093reported apart
Total$2,000,063100%

View the filing

2020 · Form 990 · $1,606,364 spent · pay $1,223,432 · grants $0 · events $149,348
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $715,773$640,787$74,986- 44.6%
Pay: officers, directors, trustees, key employees $407,900$367,110$40,790- 25.4%
Conferences, conventions and meetings $149,348$149,348-- 9.3%
Information technology $95,477-$95,477- 5.9%
Payroll taxes $72,131$64,699$7,432- 4.5%
Fees: accounting $51,672-$51,672- 3.2%
Office expenses $42,393-$42,393- 2.6%
Other employee benefits $23,213$20,804$2,409- 1.4%
Fees: other services $21,258$7,125$14,133- 1.3%
Fees: legal $6,556-$6,556- 0.4%
Pension plan contributions $4,415$3,960$455- 0.3%
Other (as described)Blogs & podcasts $4,080$4,080-- 0.3%
Insurance $3,535-$3,535- 0.2%
Other (as described)Dues & Subscriptions $2,938$1,197$1,741- 0.2%
Travel $2,648$73$2,575- 0.2%
Advertising and promotion $2,104-$2,104- 0.1%
Other (as described)Taxes & Licenses $923-$923- 0.1%
Total$1,606,364100%

View the filing

2019 · Form 990 · $2,708,576 spent · pay $1,289,939 · grants $59,696 · events $694,352
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $722,506$632,789$89,717- 26.7%
Conferences, conventions and meetings $631,175$631,175-- 23.3%
Pay: officers, directors, trustees, key employees $473,785$426,407$47,378- 17.5%
Information technology $214,519$189,197$25,322- 7.9%
Fees: management $136,667$129,833$6,834- 5.0%
Travel $119,841$73,596$46,245- 4.4%
Office expenses $103,192$35,595$67,597- 3.8%
Fees: other services $80,854$38,233$42,621- 3.0%
Payroll taxes $77,320$68,459$8,861- 2.9%
Grants to US organizations and governments $59,696$59,696-- 2.2%
Advertising and promotion $33,398-$33,398- 1.2%
Fees: accounting $31,328-$31,328- 1.2%
Other employee benefits $16,328$14,457$1,871- 0.6%
Insurance $5,302$2,710$2,592- 0.2%
Other (as described)Dues & Subscriptions $1,200-$1,200- 0.0%
Other (as described)Board & Committee $965-$965- 0.0%
Other (as described)Taxes & Licenses $500-$500- 0.0%
Fundraising events Eventdirect expenses; gross income $41,762$63,177reported apart
Total$2,708,576100%

View the filing

2018 · Form 990 · $1,347,675 spent · pay $720,855 · grants $0 · events $102,027
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $339,430$301,871$37,559- 25.2%
Pay: officers, directors, trustees, key employees $332,000$298,800$33,200- 24.6%
Fees: management $305,000$244,000$61,000- 22.6%
Conferences, conventions and meetings $102,027$102,027-- 7.6%
Office expenses $62,086$39,089$22,997- 4.6%
Travel $47,343$28,430$18,913- 3.5%
Information technology $47,135$25,259$21,876- 3.5%
Payroll taxes $38,751$34,667$4,084- 2.9%
Fees: other services $26,652$3,955$22,697- 2.0%
Fees: accounting $13,921-$13,921- 1.0%
Advertising and promotion $12,476$1,740$10,736- 0.9%
Other employee benefits $10,674$9,549$1,125- 0.8%
Insurance $6,027$1,413$4,614- 0.4%
Other (as described)Dues & Subscriptions $2,691-$2,691- 0.2%
Other (as described)Board & Committee $696-$696- 0.1%
Other (as described)Taxes & Licenses $550-$550- 0.0%
Fees: legal $179-$179- 0.0%
Other (as described)Training $37-$37- 0.0%
Total$1,347,675100%

View the filing

2017 · Form 990 · $1,520,015 spent · pay $414,982 · grants $40,068 · events $512,510
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $475,102$474,977$125- 31.3%
Fees: management $438,964$351,974$86,990- 28.9%
Pay: officers, directors, trustees, key employees $250,000$180,000$70,000- 16.4%
Other salaries and wages $146,698$136,323$10,375- 9.7%
Grants to US organizations and governments $40,068$40,068-- 2.6%
Fees: other services $28,458$16,623$11,835- 1.9%
Travel $27,936$22,039$5,897- 1.8%
Office expenses $26,917$6,595$20,322- 1.8%
Information technology $26,585-$26,585- 1.7%
Payroll taxes $17,689-$17,689- 1.2%
Fees: accounting $13,966-$13,966- 0.9%
Advertising and promotion $11,437-$11,437- 0.8%
Insurance $5,440-$5,440- 0.4%
Other (as described)Bad debt expense $4,633-$4,633- 0.3%
Fees: legal $2,311-$2,311- 0.2%
Other (as described)Board & Committee $1,695-$1,695- 0.1%
Other (as described)Dues & Subscriptions $1,014-$1,014- 0.1%
Other employee benefits $595-$595- 0.0%
Other (as described)Taxes & Licenses $500-$500- 0.0%
Occupancy $7-$7- 0.0%
Fundraising events Eventdirect expenses; gross income $27,851$37,408reported apart
Total$1,520,015100%

View the filing

2016 · Form 990 · $1,585,428 spent · pay $424,558 · grants $0 · events $515,913
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $515,913$515,913-- 32.5%
Fees: management $424,964$339,755$85,209- 26.8%
Pay: officers, directors, trustees, key employees $332,000$241,200$90,800- 20.9%
Fees: other services $71,287$63,665$7,622- 4.5%
Other salaries and wages $70,000$60,560$9,440- 4.4%
Information technology $42,986-$42,986- 2.7%
Office expenses $32,452$8,704$23,748- 2.0%
Travel $27,282$18,498$8,784- 1.7%
Payroll taxes $22,558-$22,558- 1.4%
Fees: accounting $13,293-$13,293- 0.8%
Advertising and promotion $11,596$1,506$10,090- 0.7%
Depreciation and depletion $9,573-$9,573- 0.6%
Insurance $8,080-$8,080- 0.5%
Occupancy $1,375-$1,375- 0.1%
Other (as described)Dues & Subscriptions $905-$905- 0.1%
Fees: legal $700-$700- 0.0%
Other (as described)Board & Committee $454-$454- 0.0%
Other (as described)Taxes & Licenses $10-$10- 0.0%
Total$1,585,428100%

View the filing

2015 · Form 990 · $1,524,769 spent · pay $275,386 · grants $0 · events $478,406
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $514,214$379,312$134,902- 33.7%
Conferences, conventions and meetings $478,406$477,295$1,111- 31.4%
Pay: officers, directors, trustees, key employees $252,458$144,927$107,531- 16.6%
Other (as described)Executive Search $112,164-$112,164- 7.4%
Travel $37,308$24,012$13,296- 2.4%
Fees: other services $25,559$1,732$23,827- 1.7%
Office expenses $24,307$5,502$18,805- 1.6%
Payroll taxes $15,428-$15,428- 1.0%
Information technology $14,060-$14,060- 0.9%
Fees: accounting $12,716-$12,716- 0.8%
Depreciation and depletion $11,261-$11,261- 0.7%
Other salaries and wages $7,500-$7,500- 0.5%
Advertising and promotion $7,317-$7,317- 0.5%
Insurance $5,723-$5,723- 0.4%
Other (as described)Dues & Subscriptions $2,206-$2,206- 0.1%
Occupancy $1,667-$1,667- 0.1%
Other (as described)Board & Committee $1,325-$1,325- 0.1%
Fees: legal $600-$600- 0.0%
Other (as described)Taxes & Licenses $550-$550- 0.0%
Total$1,524,769100%

View the filing

2014 · Form 990 · $1,643,835 spent · pay $199,661 · grants $0 · events $594,636
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $613,464$475,171$138,293- 37.3%
Conferences, conventions and meetings $594,636$592,253$2,383- 36.2%
Pay: officers, directors, trustees, key employees $188,518$132,750$55,768- 11.5%
Office expenses $59,931-$59,931- 3.6%
Travel $46,653$35,619$11,034- 2.8%
Information technology $46,396-$46,396- 2.8%
Fees: other services $25,348$1,045$24,303- 1.5%
Other (as described)Board & Committee $14,496-$14,496- 0.9%
Fees: accounting $12,627-$12,627- 0.8%
Depreciation and depletion $11,261-$11,261- 0.7%
Payroll taxes $11,143-$11,143- 0.7%
Advertising and promotion $9,536$8,540$996- 0.6%
Insurance $5,763-$5,763- 0.4%
Occupancy $1,548-$1,548- 0.1%
Other (as described)Dues & Subscriptions $1,496-$1,496- 0.1%
Other (as described)Taxes & Licenses $519-$519- 0.0%
Other (as described)Contributions $500-$500- 0.0%
Total$1,643,835100%

View the filing

Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2020$0$01
Largest awards · 0 shown
YearAgencyKindProgramDescriptionObligated

Trademarks

1 US trademark, 1 live.

MarkSerialFiledStatusSource
NICSA854056742011-08-24Registered and renewedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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