INSURED RETIREMENT INSTITUTE INC

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Plain text INSURED RETIREMENT INSTITUTE INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/insured-retirement-institute-inc-061328907. Retrieved 2026-11-02.

APA furp.org. (n.d.). INSURED RETIREMENT INSTITUTE INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 2, 2026, from https://furp.org/org/insured-retirement-institute-inc-061328907

MLA “INSURED RETIREMENT INSTITUTE INC.” furp.org, tax years 2011–2024, https://furp.org/org/insured-retirement-institute-inc-061328907. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $9.3M · expenses $9.0M · assets $8.4M

EIN: 06-1328907
Address: 1717 K ST NW STE 900, WASHINGTON, DC 20006-5349
Website: WWW.IRIONLINE.ORG
NTEE code: -
Exempt type: 501(c)(6): business league or chamber of commerce (corporation)
Ruling date: June 1992 (when the IRS recognized its exemption)
IRS status: Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations: No
Cross-check: ProPublica Nonprofit Explorer

Mission

THE MISSION OF THE INSURED RETIREMENT INSTITUTE IS TO: A. TO CHAMPION RETIREMENT SECURITY FOR ALL AMERICANS THROUGH LEADERSHIP IN ADVOCACY, AWARENESS, RESEARCH, AND ADVANCEMENT OF TECHNOLOGY SOLUTIONS WITHIN A COLLABORATIVE INDUSTRY COMMUNITY; ANDB. TO DO SUCH OTHER AND FURTHER THINGS AS MAY SERVE AND PROMOTE THE INDUSTRY AND THE COMMON BUSINESS INTERESTS OF ITS MEMBERSHIP

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

Name	Latest title	Years	Latest year pay	Total pay from here	Organizations
Wayne Chopus	PRESIDENT AND CEO	2015-2024	$1,115,829	$5,964,211	1
Jason Berkowitz	CHIEF LEGAL AND REGULATORY OFFICER	2013-2024	$469,234	$3,708,169	1
Paul Richman	CHIEF GOVERNMENT AND POLITICAL AFFAIRS OFFICER	2015-2024	$383,183	$2,832,901	1
Francis O'Connor	VP, RESEARCH	2015-2024	$254,814	$2,007,911	1
Christina Brady	CHIEF OPERATING OFFICER (UNTIL 10/24)	2020-2024	$276,016	$1,462,914	1
Daniel Zielinski	CHIEF STRATEGIC COMMUNICATIONS OFFICER	2019-2024	$272,908	$1,408,478	1
Shani Armon	CHIEF OPERATING OFFICER (AS OF 10/24)	2020-2024	$344,639	$1,187,021	1
Katherine Dease	CHIEF TECHNOLOGY AND INNOVATION OFFICER	2023-2024	$342,949	$666,345	1
Sarah Wood	DIRECTOR, STATE POLICY AND REGULATORY AFFAIRS	2022-2024	$188,352	$529,357	1
Rebecca Plowman	DIRECTOR, COMPLIANCE AND IMPLEMENTATION	2024	$172,294	$172,294	1
Catherine Weatherford (former)	FORMER CEO	2011-2019	$287,128	$6,619,554	1
J Lee Covington (former)	SENIOR VP & GENERAL COUNSEL	2011-2018	$307,555	$3,064,483	1
Barbara Hume (former)	VP, MEMBERSHIP	2013-2018	$184,296	$1,095,757	1
Danielle Holland (former)	SENIOR VP COMMUNICATIONS, MKTG & RESEARCH	2011-2015	$220,680	$979,947	1
James Quinn (former)	CHIEF TECHNOLOGY & INNOVATION OFFICER	2018-2021	$237,487	$846,901	1
Jane Forsythe (former)	CHIEF MEMBERSHIP OFFICER (FORMER)	2018-2021	$217,748	$780,739	1
Christopher Mcdaniel (former)	SENIOR VP , OPERATIONS & T	2012-2014	$238,136	$593,410	1
John Little (former)	SENIOR VP OF FEDERAL AFFAIRS	2011-2012	$225,408	$491,494	1
Amy Mignogna (former)	CHIEF OPERATING OFFICER (THROUGH 09/18)	2016-2018	$112,634	$447,150	1
Claudia Sutton (former)	COO	2012	$230,343	$230,343	1
Karen Alvarado (former)	VP OF REGULATORY AFFAIRS & COMPLIANCE	2011	$201,287	$201,287	1
Michael Lenn (former)	VP FEDERAL AFFAIRS	2015	$189,652	$189,652	1
Michale Lenn (former)	VP FEDERAL AFFAIRS	2014	$180,161	$180,161	1
Cheretta Clerkley (former)	VP, EXTERNAL ENGAGEMENT & COMMUNICATIONS	2017	$165,850	$165,850	1
Emily Micale (former)	DIRECTOR, FEDERAL REGULATORY AFFAIRS	2022	$161,583	$161,583	1
Brad Mascho (former)	VP OF MEMBERSHIP & EMERGING MEDIA	2011	$159,627	$159,627	1
Chelsea Crucitti (former)	VP, STATE AFFAIRS	2017	$143,150	$143,150	1
Chris Paulitz (former)	SVP OF MARKETING & PUBLIC AFFAIRS	2011	$136,936	$136,936	1
Andrew Simonelli (former)	DIRECTOR, COMMUNICATIONS & MARKETING	2014	$121,873	$121,873	1

Officers and directors, no compensation reported

151 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.

Name	Latest title	Years	Hrs/wk (latest)	Compensation	Organizations
Corey Walther	EXECUTIVE OFFICER, VICE CHAIR	2019-2024	2	$0 reported	2
Jamie Ohl	DIRECTOR	2022-2024	2	$0 reported	3
Bill Lowe	DIRECTOR	2012-2024	2	$0 reported	1
Bob Mcgowan	DIRECTOR	2022-2024	2	$0 reported	1
Christie Loftus	DIRECTOR	2022-2024	2	$0 reported	1
Christopher Grady	DIRECTOR	2021-2024	2	$0 reported	1
Colbert Narcisse	DIRECTOR (AS OF 5/24)	2024	2	$0 reported	1
Colleen Tycz	DIRECTOR (AS OF 9/24)	2024	2	$0 reported	1
Craig Hawley	DIRECTOR (AS OF 8/24)	2024	2	$0 reported	1
Dev Ganguly	DIRECTOR	2021-2024	2	$0 reported	1
Doug Brigman	DIRECTOR (UNTIL 8/24)	2021-2024	2	$0 reported	1
Dylan Tyson	DIRECTOR	2023-2024	2	$0 reported	1
Eric Henderson	DIRECTOR (UNTIL 8/24)	2019-2024	2	$0 reported	2
Graham Day	DIRECTOR (UNTIL 5/24)	2022-2024	2	$0 reported	1
Jacob Armstrong	DIRECTOR (UNTIL 9/24)	2020-2024	2	$0 reported	1
Jay Jackson	DIRECTOR (AS OF 5/24)	2024	2	$0 reported	1
Jeff Lorenzen	DIRECTOR (AS OF 8/24)	2024	2	$0 reported	1
Joe Neary	DIRECTOR	2022-2024	2	$0 reported	1
Joe Schultz	DIRECTOR	2021-2024	2	$0 reported	1
John Kennedy	DIRECTOR	2016-2024	2	$0 reported	1
John Schobel	DIRECTOR	2021-2024	2	$0 reported	1
Jordan Jackson	DIRECTOR (AS OF 8/24)	2024	2	$0 reported	1
Joseph Toledano	DIRECTOR	2021-2024	2	$0 reported	1
Katherine Roy	DIRECTOR	2022-2024	2	$0 reported	1
Kevin Kennedy	DIRECTOR	2017-2024	2	$0 reported	1
Laura Pantaleo	DIRECTOR	2019-2024	2	$0 reported	1
Marci Green	DIRECTOR	2019-2024	2	$0 reported	1
Matthew Wion	DIRECTOR (AS OF 5/24)	2024	2	$0 reported	1
Melissa Kivett	DIRECTOR (UNTIL 4/24)	2019-2024	2	$0 reported	1
Michael Eustic	DIRECTOR	2022-2024	2	$0 reported	1
Michael Sturm	DIRECTOR	2022-2024	2	$0 reported	1
Myles Lambert	DIRECTOR	2017-2024	2	$0 reported	1
Paul Lucas	DIRECTOR	2022-2024	2	$0 reported	1
Paula Nelson	EXECUTIVE OFFICER, TREASURER	2012-2024	2	$0 reported	1
Pete Landry	DIRECTOR (UNTIL 8/24)	2022-2024	2	$0 reported	1
Philip Pellegrino	EXECUTIVE OFFICER, CHAIR	2017-2024	2	$0 reported	1
Robert Jameison	DIRECTOR	2017-2024	2	$0 reported	1
Robert Pettman	DIRECTOR (UNTIL 4/24)	2021-2024	2	$0 reported	1
Sean Baker	DIRECTOR	2023-2024	2	$0 reported	1
Srinivas Reddy	DIRECTOR	2022-2024	2	$0 reported	1
Steve Scanlon	DIRECTOR	2022-2024	2	$0 reported	1
Terri Fiedler	DIRECTOR	2019-2024	2	$0 reported	1
Tim Froehlich	DIRECTOR (AS OF 9/24)	2024	2	$0 reported	1
Todd Taylor	DIRECTOR (UNTIL 5/24)	2021-2024	2	$0 reported	1
Wesley Severin	DIRECTOR	2020-2024	2	$0 reported	1
Sri Reddy (former)	DIRECTOR	2019-2023	2	$0 reported	4
Phillip Pellegrino (former)	EXECUTIVE OFFICER, VICE CHAIR	2023	2	$0 reported	1
Peter Landry (former)	DIRECTOR	2023	2	$0 reported	1
Christina Loftus (former)	DIRECTOR	2023	2	$0 reported	1
Joseph Neary (former)	DIRECTOR	2019-2023	2	$0 reported	1
Stephen Scanlon (former)	DIRECTOR	2021-2023	2	$0 reported	1
Wes Severin (former)	DIRECTOR	2023	2	$0 reported	1
George Riedel (former)	DIRECTOR (LEFT BEFORE YE)	2014-2022	2	$0 reported	2
John Davis (former)	DIRECTOR (LEFT BEFORE YE)	2020-2022	2	$0 reported	2
Melissa Buccilli (former)	DIRECTOR	2020-2022	2	$0 reported	1
A Roger Marinzoli (former)	DIRECTOR	2022	2	$0 reported	1
Chris Adam (former)	DIRECTOR (LEFT BEFORE YE)	2017-2022	2	$0 reported	1
Blake Bostwick (former)	DIRECTOR (LEFT BEFORE YE)	2021-2022	2	$0 reported	1
Joseph Fournier (former)	DIRECTOR (LEFT BEFORE YE)	2016-2022	2	$0 reported	1
Ian Maceachern (former)	DIRECTOR (LEFT BEFORE YE)	2020-2022	2	$0 reported	1
Tim Walsh (former)	DIRECTOR (LEFT BEFORE YE)	2019-2022	2	$0 reported	1
Ben Huneke (former)	DIRECTOR	2012-2021	2	$0 reported	3
Peggy Ho (former)	DIRECTOR	2018-2021	2	$0 reported	3
Drew Bowden (former)	EXECUTIVE OFFICER, CHAIRMAN	2018-2021	2	$0 reported	1
Peter Cieszko (former)	DIRECTOR	2016-2021	2	$0 reported	2
Joe Boan (former)	DIRECTOR	2020-2021	2	$0 reported	1
Joe Fournier (former)	DIRECTOR	2019-2021	2	$0 reported	1
Dylan Huang (former)	DIRECTOR	2016-2021	2	$0 reported	1
Rob Jameison (former)	DIRECTOR	2019-2021	2	$0 reported	1
Phil Pellegrino (former)	DIRECTOR	2019-2021	2	$0 reported	1
Robin Raju (former)	DIRECTOR	2020-2021	2	$0 reported	1
Michael Ferraro (former)	EXECUTIVE OFFICER	2016-2020	2	$0 reported	1
Scott Stolz (former)	EXECUTIVE OFFICER	2016-2020	2	$0 reported	1
Joseph Celentano (former)	DIRECTOR	2019-2020	2	$0 reported	1
Steven Rueschhoff (former)	DIRECTOR	2019-2020	2	$0 reported	1
Jim Mullery (former)	DIRECTOR	2019	2	$0 reported	1
Tina Wilson (former)	DIRECTOR	2018-2019	2	$0 reported	1
Stephen Langlois (former)	DIRECTOR	2017-2018	2	$0 reported	3
Jim Crowley (former)	DIRECTOR	2018	2	$0 reported	2
Robert Dechellis (former)	CHAIR	2012-2018	2	$0 reported	2
Robert Moore (former)	IMMEDIATE PAST CHAIR	2012-2018	2	$0 reported	4
Bill Morrissey (former)	VICE CHAIR	2015-2018	2	$0 reported	1
Benjamin Huneke (former)	TREASURER/SECRETARY	2014-2018	2	$0 reported	1
Bob Vorlop (former)	DIRECTOR	2015-2018	2	$0 reported	1
Caroline O'Connell (former)	DIRECTOR	2013-2018	2	$0 reported	1
Carolyn Johnson (former)	DIRECTOR	2015-2018	2	$0 reported	1
Dave Paulsen (former)	DIRECTOR	2014-2018	2	$0 reported	1
Greg Cicotte (former)	DIRECTOR	2011-2018	2	$0 reported	1
Jerry Patterson (former)	EXECUTIVE OFFICER	2015-2018	2	$0 reported	1
Marc Vosen (former)	DIRECTOR	2013-2018	2	$0 reported	1
Terri Fielder (former)	DIRECTOR	2015-2018	2	$0 reported	1
William Lowe (former)	DIRECTOR	2014-2018	2	$0 reported	1
Dan Guilbert (former)	DIRECTOR	2017-2018	2	$0 reported	1
Erin Donnelly (former)	DIRECTOR	2016-2018	2	$0 reported	1
Joe Desilva (former)	DIRECTOR	2017-2018	2	$0 reported	1
Tina Ambrozy (former)	DIRECTOR	2016-2018	2	$0 reported	1
Kristen Andreski (former)	DIRECTOR	2018	2	$0 reported	1
Bob Shaw (former)	DIRECTOR	2018	2	$0 reported	1
Todd Solash (former)	DIRECTOR	2017	2	$0 reported	2
Kirstin Hill (former)	DIRECTOR	2016-2017	2	$0 reported	1
Michael P Mccarthy (former)	DIRECTOR	2016-2017	2	$0 reported	1
William Benjamin (former)	DIRECTOR	2013-2017	2	$0 reported	1
Jeff Miller (former)	DIRECTOR	2015-2017	2	$0 reported	1
Jim Kwok (former)	DIRECTOR	2015-2017	2	$0 reported	1
Kieran Mullins (former)	DIRECTOR	2016-2017	2	$0 reported	1
Scott Couto (former)	DIRECTOR	2015-2017	2	$0 reported	2
David Cruz (former)	DIRECTOR	2014-2016	2	$0 reported	2
Nick Lane (former)	DIRECTOR	2012-2016	2	$0 reported	4
Will Fuller (former)	DIRECTOR	2012-2016	2	$0 reported	3
John Carter (former)	DIRECTOR (UNTIL 09/2016)	2011-2016	2	$0 reported	2
Erica Mcginnis (former)	DIRECTOR	2014-2016	2	$0 reported	2
David Giertz (former)	DIRECTOR	2015-2016	2	$0 reported	1
Elizabeth Forget (former)	DIRECTOR	2012-2016	2	$0 reported	1
James Mullery (former)	DIRECTOR	2015-2016	2	$0 reported	1
Larry Roth (former)	DIRECTOR	2012-2016	2	$0 reported	1
Lorna Sabbia (former)	DIRECTOR	2015-2016	2	$0 reported	1
Lynne Ford (former)	DIRECTOR	2011-2016	2	$0 reported	1
Michael Cogswell (former)	DIRECTOR	2015-2016	2	$0 reported	1
Tom Streiff (former)	DIRECTOR	2015-2016	2	$0 reported	1
Bruce Ferris (former)	DIRECTOR (UNTIL 09/2016)	2012-2016	2	$0 reported	1
David Tyrie (former)	DIRECTOR (UNTIL 09/2016)	2012-2016	2	$0 reported	2
John Papadopulos (former)	DIRECTOR (UNTIL 09/2016)	2011-2016	2	$0 reported	1
Michael Saliba (former)	DIRECTOR (UNTIL 09/2016)	2013-2016	2	$0 reported	1
Mitchell Caplan (former)	DIRECTOR (UNTIL 09/2016)	2013-2016	2	$0 reported	1
Thomas Swank (former)	DIRECTOR	2013-2014	2	$0 reported	2
Michael Falcon (former)	DIRECTOR	2014	2	$0 reported	3
Maliz Beams (former)	DIRECTOR	2012-2014	2	$0 reported	1
Nicholas Lane (former)	DIRECTOR	2014	2	$0 reported	1
William Loehning (former)	DIRECTOR	2011-2014	2	$0 reported	1
Thomas Streiff (former)	DIRECTOR	2011-2014	2	$0 reported	1
Drew Lawton (former)	DIRECTOR	2012-2014	2	$0 reported	1
Michael Perry (former)	DIRECTOR	2013-2014	2	$0 reported	1
Edward Van Dolsen (former)	DIRECTOR	2013-2014	2	$0 reported	1
Michale Falcon (former)	DIRECTOR	2012-2013	2	$0 reported	1
Brian Shea (former)	DIRECTOR	2011-2012	2	$0 reported	1
Cindy Vogl (former)	DIRECTOR	2011-2012	2	$0 reported	1
Gary Bhojwani (former)	DIRECTOR	2011	2	$0 reported	9
Marc Costantini (former)	TREASURER	2011	2	$0 reported	2
Valerie Brown (former)	DIRECTOR	2011	2	$0 reported	3
Stephen Pelletier (former)	DIRECTOR	2011	2	$0 reported	2
James Shepherdson (former)	CHAIR	2011	2	$0 reported	1
Joseph D'Agostino (former)	DIRECTOR	2011	2	$0 reported	1
George Gatch (former)	DIRECTOR	2011	2	$0 reported	1
Mark Casady (former)	PAST CHAIR	2011	2	$0 reported	1
John Mulhall (former)	DIRECTOR	2011	2	$0 reported	1
Terry Mullen (former)	DIRECTOR	2011	2	$0 reported	1
Robert Arena (former)	DIRECTOR	2011	2	$0 reported	1
R Lawrence Roth (former)	DIRECTOR	2011	2	$0 reported	2
Christopher Blunt (former)	DIRECTOR	2011	2	$0 reported	1
Robert Sollmann (former)	DIRECTOR	2011	2	$0 reported	1
Chris Rauch (former)	SENIOR MANAGER	2011	40	$0 reported	1

People by year

2024 · 55 people listed · 10 paid, $3.8M · 22 employees · 40 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
WAYNE CHOPUS	PRESIDENT AND CEO	39	$1,055,626	$0	$60,203	$1,115,829	1
JASON BERKOWITZ	CHIEF LEGAL AND REGULATORY OFFICER	37	$403,411	$0	$65,823	$469,234	1
PAUL RICHMAN	CHIEF GOVERNMENT AND POLITICAL AFFAIRS OFFICER	37	$341,161	$0	$42,022	$383,183	1
SHANI ARMON	CHIEF OPERATING OFFICER (AS OF 10/24)	37	$324,634	$0	$20,005	$344,639	1
KATHERINE DEASE	CHIEF TECHNOLOGY AND INNOVATION OFFICER	37	$324,048	$0	$18,901	$342,949	1
CHRISTINA BRADY	CHIEF OPERATING OFFICER (UNTIL 10/24)	37	$236,286	$0	$39,730	$276,016	1
DANIEL ZIELINSKI	CHIEF STRATEGIC COMMUNICATIONS OFFICER	37	$221,582	$0	$51,326	$272,908	1
FRANCIS O'CONNOR	VP, RESEARCH	37	$206,065	$0	$48,749	$254,814	1
SARAH WOOD	DIRECTOR, STATE POLICY AND REGULATORY AFFAIRS	37	$170,862	$0	$17,490	$188,352	1
REBECCA PLOWMAN	DIRECTOR, COMPLIANCE AND IMPLEMENTATION	37	$159,446	$0	$12,848	$172,294	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
BOB MCGOWAN	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTIE LOFTUS	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTOPHER GRADY	DIRECTOR	2	$0	$0	$0	$0	1
COLBERT NARCISSE	DIRECTOR (AS OF 5/24)	2	$0	$0	$0	$0	1
COLLEEN TYCZ	DIRECTOR (AS OF 9/24)	2	$0	$0	$0	$0	1
COREY WALTHER	EXECUTIVE OFFICER, VICE CHAIR	2	$0	$0	$0	$0	2
CRAIG HAWLEY	DIRECTOR (AS OF 8/24)	2	$0	$0	$0	$0	1
DEV GANGULY	DIRECTOR	2	$0	$0	$0	$0	1
DOUG BRIGMAN	DIRECTOR (UNTIL 8/24)	2	$0	$0	$0	$0	1
DYLAN TYSON	DIRECTOR	2	$0	$0	$0	$0	1
ERIC HENDERSON	DIRECTOR (UNTIL 8/24)	2	$0	$0	$0	$0	2
GRAHAM DAY	DIRECTOR (UNTIL 5/24)	2	$0	$0	$0	$0	1
JACOB ARMSTRONG	DIRECTOR (UNTIL 9/24)	2	$0	$0	$0	$0	1
JAMIE OHL	DIRECTOR	2	$0	$0	$0	$0	3
JAY JACKSON	DIRECTOR (AS OF 5/24)	2	$0	$0	$0	$0	1
JEFF LORENZEN	DIRECTOR (AS OF 8/24)	2	$0	$0	$0	$0	1
JOE NEARY	DIRECTOR	2	$0	$0	$0	$0	1
JOE SCHULTZ	DIRECTOR	2	$0	$0	$0	$0	1
JOHN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
JOHN SCHOBEL	DIRECTOR	2	$0	$0	$0	$0	1
JORDAN JACKSON	DIRECTOR (AS OF 8/24)	2	$0	$0	$0	$0	1
JOSEPH TOLEDANO	DIRECTOR	2	$0	$0	$0	$0	1
KATHERINE ROY	DIRECTOR	2	$0	$0	$0	$0	1
KEVIN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
LAURA PANTALEO	DIRECTOR	2	$0	$0	$0	$0	1
MARCI GREEN	DIRECTOR	2	$0	$0	$0	$0	1
MATTHEW WION	DIRECTOR (AS OF 5/24)	2	$0	$0	$0	$0	1
MELISSA KIVETT	DIRECTOR (UNTIL 4/24)	2	$0	$0	$0	$0	1
MICHAEL EUSTIC	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL STURM	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
PAUL LUCAS	DIRECTOR	2	$0	$0	$0	$0	1
PAULA NELSON	EXECUTIVE OFFICER, TREASURER	2	$0	$0	$0	$0	1
PETE LANDRY	DIRECTOR (UNTIL 8/24)	2	$0	$0	$0	$0	1
PHILIP PELLEGRINO	EXECUTIVE OFFICER, CHAIR	2	$0	$0	$0	$0	1
ROBERT JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT PETTMAN	DIRECTOR (UNTIL 4/24)	2	$0	$0	$0	$0	1
SEAN BAKER	DIRECTOR	2	$0	$0	$0	$0	1
SRINIVAS REDDY	DIRECTOR	2	$0	$0	$0	$0	1
STEVE SCANLON	DIRECTOR	2	$0	$0	$0	$0	1
TERRI FIEDLER	DIRECTOR	2	$0	$0	$0	$0	1
TIM FROEHLICH	DIRECTOR (AS OF 9/24)	2	$0	$0	$0	$0	1
TODD TAYLOR	DIRECTOR (UNTIL 5/24)	2	$0	$0	$0	$0	1
WESLEY SEVERIN	DIRECTOR	2	$0	$0	$0	$0	1

2023 · 46 people listed · 9 paid, $3.5M · 21 employees · 39 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
WAYNE CHOPUS	PRESIDENT AND CEO	37	$1,058,075	$0	$53,845	$1,111,920	1
JASON BERKOWITZ	CHIEF LEGAL & REGULATORY AFFAIRS OFFICER	37	$362,927	$0	$59,203	$422,130	1
CHRISTINA BRADY	CHIEF OPERATING OFFICER	37	$318,370	$0	$46,335	$364,705	1
PAUL RICHMAN	CHIEF GOVERNMENT & POLITICAL AFFAIRS OFFICER	37	$322,730	$0	$38,760	$361,490	1
KATHERINE DEASE	CHIEF TECHNOLOGY AND INNOVATION OFFICER	37	$306,625	$0	$16,771	$323,396	1
SHANI ARMON	CHIEF MEMBERSHIP & MARKETING OFFICER	37	$268,287	$0	$21,881	$290,168	1
DANIEL ZIELINSKI	CHIEF STRATEGIC COMMUNICATIONS OFFICER	37	$209,833	$0	$45,846	$255,679	1
FRANCIS O'CONNOR	VP, RESEARCH AND OUTREACH	37	$195,335	$0	$41,860	$237,195	1
SARAH WOOD	DIRECTOR OF STATE POLICY AND REGULATORY AFFAIRS	37	$159,879	$0	$15,790	$175,669	1
TERRI FIEDLER	EXECUTIVE OFFICER, CHAIR	2	$0	$0	$0	$0	1
PHILLIP PELLEGRINO	EXECUTIVE OFFICER, VICE CHAIR	2	$0	$0	$0	$0	1
PAULA NELSON	EXECUTIVE OFFICER, TREASURER	2	$0	$0	$0	$0	1
JACOB ARMSTRONG	DIRECTOR	2	$0	$0	$0	$0	1
SEAN BAKER	DIRECTOR	2	$0	$0	$0	$0	1
DOUG BRIGMAN	DIRECTOR	2	$0	$0	$0	$0	1
GRAHAM DAY	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL EUSTIC	DIRECTOR	2	$0	$0	$0	$0	1
DEV GANGULY	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTOPHER GRADY	DIRECTOR	2	$0	$0	$0	$0	1
MARCI GREEN	DIRECTOR	2	$0	$0	$0	$0	1
ERIC HENDERSON	DIRECTOR	2	$0	$0	$0	$0	2
ROBERT JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
KEVIN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
MELISSA KIVETT	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
PETER LANDRY	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTINA LOFTUS	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
PAUL LUCAS	DIRECTOR	2	$0	$0	$0	$0	1
BOB MCGOWAN	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH NEARY	DIRECTOR	2	$0	$0	$0	$0	1
JAMIE OHL	DIRECTOR	2	$0	$0	$0	$0	3
LAURA PANTALEO	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT PETTMAN	DIRECTOR	2	$0	$0	$0	$0	1
SRI REDDY	DIRECTOR	2	$0	$0	$0	$0	4
KATHERINE ROY	DIRECTOR	2	$0	$0	$0	$0	1
STEPHEN SCANLON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN SCHOBEL	DIRECTOR	2	$0	$0	$0	$0	1
JOE SCHULTZ	DIRECTOR	2	$0	$0	$0	$0	1
WES SEVERIN	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL STURM	DIRECTOR	2	$0	$0	$0	$0	1
TODD TAYLOR	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH TOLEDANO	DIRECTOR	2	$0	$0	$0	$0	1
DYLAN TYSON	DIRECTOR	2	$0	$0	$0	$0	1
COREY WALTHER	DIRECTOR	2	$0	$0	$0	$0	2

2022 · 54 people listed · 9 paid, $3.1M · 22 employees · 45 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
WAYNE CHOPUS	PRESIDENT & CEO	40	$958,921	$0	$34,752	$993,673	1
JASON BERKOWITZ	CHIEF LEGAL & REGULATORY AFFAIRS OFFICER	40	$345,661	$0	$35,545	$381,206	1
PAUL RICHMAN	CHIEF GOVERNMENT & POLITICAL AFFAIRS OFFICER	40	$314,168	$0	$27,310	$341,478	1
CHRISTINA BRADY	CHIEF OPERATING OFFICER	40	$302,315	$0	$29,246	$331,561	1
SHANI ARMON	CHIEF MEMBERSHIP & MARKETING OFFICER	40	$225,240	$0	$18,338	$243,578	1
DANIEL ZIELINSKI	CHIEF STRATEGIC COMMUNICATIONS OFFICER	40	$205,032	$0	$31,250	$236,282	1
FRANCIS O'CONNOR	VP, RESEARCH AND OUTREACH	40	$190,043	$0	$29,960	$220,003	1
SARAH WOOD	DIRECTOR OF STATE POLICY AND REGULATORY AFFAIRS	40	$153,220	$0	$12,116	$165,336	1
EMILY MICALE	DIRECTOR, FEDERAL REGULATORY AFFAIRS	40	$146,093	$0	$15,490	$161,583	1
TERRI FIEDLER	EXECUTIVE OFFICER, CHAIR	2	$0	$0	$0	$0	1
JOHN KENNEDY	EXECUTIVE OFFICER, IMMEDIATE PAST CHAIRMAN	2	$0	$0	$0	$0	1
PHILIP PELLEGRINO	EXECUTIVE OFFICER, VICE CHAIR	2	$0	$0	$0	$0	1
PAULA NELSON	EXECUTIVE OFFICER, TREASURER / SECRETARY	2	$0	$0	$0	$0	1
JACOB ARMSTRONG	DIRECTOR	2	$0	$0	$0	$0	1
DOUG BRIGMAN	DIRECTOR	2	$0	$0	$0	$0	1
MELISSA BUCCILLI	DIRECTOR	2	$0	$0	$0	$0	1
WAYNE CHOPUS	DIRECTOR	2	$0	$0	$0	$0	1
GRAHAM DAY	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL EUSTIC	DIRECTOR	2	$0	$0	$0	$0	1
DEV GANGULY	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTOPHER GRADY	DIRECTOR	2	$0	$0	$0	$0	1
MARCI GREEN	DIRECTOR	2	$0	$0	$0	$0	1
ERIC HENDERSON	DIRECTOR	2	$0	$0	$0	$0	2
ROBERT JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
KEVIN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
MELISSA KIVETT	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
PETE LANDRY	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTIE LOFTUS	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
PAUL LUCAS	DIRECTOR	2	$0	$0	$0	$0	1
A ROGER MARINZOLI	DIRECTOR	2	$0	$0	$0	$0	1
BOB MCGOWAN	DIRECTOR	2	$0	$0	$0	$0	1
JOE NEARY	DIRECTOR	2	$0	$0	$0	$0	1
JAMIE OHL	DIRECTOR	2	$0	$0	$0	$0	3
LAURA PANTALEO	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT PETTMAN	DIRECTOR	2	$0	$0	$0	$0	1
SRINIVAS REDDY	DIRECTOR	2	$0	$0	$0	$0	1
KATHERINE ROY	DIRECTOR	2	$0	$0	$0	$0	1
STEVE SCANLON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN SCHOBEL	DIRECTOR	2	$0	$0	$0	$0	1
JOE SCHULTZ	DIRECTOR	2	$0	$0	$0	$0	1
WESLEY SEVERIN	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL STURM	DIRECTOR	2	$0	$0	$0	$0	1
TODD TAYLOR	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH TOLEDANO	DIRECTOR	2	$0	$0	$0	$0	1
COREY WALTHER	DIRECTOR	2	$0	$0	$0	$0	2
CHRIS ADAM	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	1
BLAKE BOSTWICK	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	1
JOHN DAVIS	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	2
JOSEPH FOURNIER	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	1
IAN MACEACHERN	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	1
GEORGE RIEDEL	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	2
TIM WALSH	DIRECTOR (LEFT BEFORE YE)	2	$0	$0	$0	$0	1

2021 · 50 people listed · 9 paid, $2.9M · 22 employees · 32 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
WAYNE CHOPUS	PRESIDENT & CEO	40	$893,611	$0	$34,154	$927,765	1
JASON BERKOWITZ	CHIEF LEGAL & REGULATORY AFFAIRS OFFICER	40	$331,321	$0	$30,722	$362,043	1
PAUL RICHMAN	CHIEF GOVERNMENT & POLITICAL AFFAIRS OFFICER	40	$296,946	$0	$23,253	$320,199	1
CHRISTINA BRADY	CHIEF OPERATING OFFICER	40	$260,875	$0	$24,268	$285,143	1
JAMES QUINN	CHIEF TECHNOLOGY & INNOVATION OFFICER	40	$211,482	$0	$26,005	$237,487	1
DANIEL ZIELINSKI	CHIEF STRATEGIC COMMUNICATIONS OFFICER	40	$197,923	$0	$27,427	$225,350	1
JANE FORSYTHE	CHIEF MEMBERSHIP OFFICER (FORMER)	40	$202,575	$0	$15,173	$217,748	1
FRANCIS O'CONNOR	VP, RESEARCH AND OUTREACH	40	$179,688	$0	$26,365	$206,053	1
SHANI ARMON	CHIEF MEMBERSHIP & MARKETING OFFICER	40	$135,706	$0	$10,651	$146,357	1
KEVIN KENNEDY	EXECUTIVE OFFICER, IMMEDIATE PAST CHAIRMAN	2	$0	$0	$0	$0	1
DREW BOWDEN	EXECUTIVE OFFICER, CHAIRMAN	2	$0	$0	$0	$0	1
JOHN KENNEDY	EXECUTIVE OFFICER, CHAIRMAN	2	$0	$0	$0	$0	1
PAULA NELSON	EXECUTIVE OFFICER, TREASURER / SECRETARY	2	$0	$0	$0	$0	1
TERRI FIEDLER	EXECUTIVE OFFICER, VICE CHAIR	2	$0	$0	$0	$0	1
BEN HUNEKE	DIRECTOR	2	$0	$0	$0	$0	3
PETER CIESZKO	DIRECTOR	2	$0	$0	$0	$0	2
MELISSA KIVETT	DIRECTOR	2	$0	$0	$0	$0	1
CHRIS ADAM	DIRECTOR	2	$0	$0	$0	$0	1
JACOB ARMSTRONG	DIRECTOR	2	$0	$0	$0	$0	1
JOE BOAN	DIRECTOR	2	$0	$0	$0	$0	1
MELISSA BUCCILLI	DIRECTOR	2	$0	$0	$0	$0	1
JOHN DAVIS	DIRECTOR	2	$0	$0	$0	$0	2
JOE FOURNIER	DIRECTOR	2	$0	$0	$0	$0	1
MARCI GREEN	DIRECTOR	2	$0	$0	$0	$0	1
ERIC HENDERSON	DIRECTOR	2	$0	$0	$0	$0	2
PEGGY HO	DIRECTOR	2	$0	$0	$0	$0	3
DYLAN HUANG	DIRECTOR	2	$0	$0	$0	$0	1
ROB JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
IAN MACEACHERN	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH NEARY	DIRECTOR	2	$0	$0	$0	$0	1
LAURA PANTALEO	DIRECTOR	2	$0	$0	$0	$0	1
PHIL PELLEGRINO	DIRECTOR	2	$0	$0	$0	$0	1
ROBIN RAJU	DIRECTOR	2	$0	$0	$0	$0	1
SRI REDDY	DIRECTOR	2	$0	$0	$0	$0	4
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
WESLEY SEVERIN	DIRECTOR	2	$0	$0	$0	$0	1
TIM WALSH	DIRECTOR	2	$0	$0	$0	$0	1
COREY WALTHER	DIRECTOR	2	$0	$0	$0	$0	2
BLAKE BOSTWICK	DIRECTOR	2	$0	$0	$0	$0	1
DOUG BRIGMAN	DIRECTOR	2	$0	$0	$0	$0	1
DEV GANGULY	DIRECTOR	2	$0	$0	$0	$0	1
CHRISTOPHER GRADY	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT PETTMAN	DIRECTOR	2	$0	$0	$0	$0	1
STEPHEN SCANLON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN SCHOBEL	DIRECTOR	2	$0	$0	$0	$0	1
TODD TAYLOR	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH TOLEDANO	DIRECTOR	2	$0	$0	$0	$0	1
JOE SCHULTZ	DIRECTOR	2	$0	$0	$0	$0	1

2020 · 44 people listed · 9 paid, $2.7M · 20 employees · 35 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
WAYNE CHOPUS	PRESIDENT & CEO	40	$868,973	$0	$20,675	$889,648	1
JASON BERKOWITZ	CHIEF LEGAL & REGULATORY AFFAIRS OFFICER	40	$315,333	$0	$26,483	$341,816	1
PAUL RICHMAN	CHIEF GOVERNMENT & POLITICAL AFFAIRS OFFICER	40	$280,757	$0	$20,276	$301,033	1
JAMES QUINN	CHIEF TECHNOLOGY & INNOVATION OFFICER	40	$217,167	$0	$8,936	$226,103	1
DANIEL ZIELINSKI	CHIEF STRATEGIC COMMUNICATIONS OFFICER	40	$187,761	$0	$22,917	$210,678	1
CHRISTINA BRADY	CHIEF OPERATING OFFICER	40	$190,185	$0	$15,304	$205,489	1
JANE FORSYTHE	CHIEF MEMBERSHIP OFFICER (FORMER)	40	$190,553	$0	$13,548	$204,101	1
FRANCIS O'CONNOR	VP, RESEARCH AND OUTREACH	40	$174,713	$0	$22,594	$197,307	1
SHANI ARMON	CHIEF MEMBERSHIP & MARKETING OFFICER	40	$151,713	$0	$10,566	$162,279	1
KEVIN KENNEDY	CHAIRMAN, EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
DREW BOWDEN	VICE CHAIRMAN, CHAIRMAN	2	$0	$0	$0	$0	1
JOHN KENNEDY	VICE CHAIRMAN	2	$0	$0	$0	$0	1
PAULA NELSON	TREASURER / SECRETARY	2	$0	$0	$0	$0	1
PETER CIESZKO	EXECUTIVE OFFICER	2	$0	$0	$0	$0	2
MICHAEL FERRARO	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
TERRI FIEDLER	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
BEN HUNEKE	EXECUTIVE OFFICER	2	$0	$0	$0	$0	3
MELISSA KIVETT	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
SCOTT STOLZ	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
CHRIS ADAM	DIRECTOR	2	$0	$0	$0	$0	1
JACOB ARMSTRONG	DIRECTOR	2	$0	$0	$0	$0	1
JOE BOAN	DIRECTOR	2	$0	$0	$0	$0	1
MELISSA BUCCILLI	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH CELENTANO	DIRECTOR	2	$0	$0	$0	$0	1
JOHN DAVIS	DIRECTOR	2	$0	$0	$0	$0	2
JOE FOURNIER	DIRECTOR	2	$0	$0	$0	$0	1
MARCI GREEN	DIRECTOR	2	$0	$0	$0	$0	1
ERIC HENDERSON	DIRECTOR	2	$0	$0	$0	$0	2
PEGGY HO	DIRECTOR	2	$0	$0	$0	$0	3
DYLAN HUANG	DIRECTOR	2	$0	$0	$0	$0	1
ROB JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
IAN MACEACHERN	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH NEARY	DIRECTOR	2	$0	$0	$0	$0	1
LAURA PANTALEO	DIRECTOR	2	$0	$0	$0	$0	1
PHIL PELLEGRINO	DIRECTOR	2	$0	$0	$0	$0	1
ROBIN RAJU	DIRECTOR	2	$0	$0	$0	$0	1
SRI REDDY	DIRECTOR	2	$0	$0	$0	$0	4
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
STEVEN RUESCHHOFF	DIRECTOR	2	$0	$0	$0	$0	1
WESLEY SEVERIN	DIRECTOR	2	$0	$0	$0	$0	1
TIM WALSH	DIRECTOR	2	$0	$0	$0	$0	1
COREY WALTHER	DIRECTOR	2	$0	$0	$0	$0	2

2019 · 38 people listed · 8 paid, $2.6M · 21 employees · 38 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
WAYNE CHOPUS	PRESIDENT & CEO	40	$904,708	$0	$20,668	$925,376	1
JASON BERKOWITZ	VP & CHIEF LEGAL COUNSEL	40	$297,226	$0	$25,778	$323,004	1
PAUL J RICHMAN	VP, REGULATORY AFFAIRS & COMPLIANCE	40	$268,429	$0	$19,125	$287,554	1
CATHERINE WEATHERFORD	FORMER CEO	0	$287,128	$0	$0	$287,128	1
JAMES B QUINN	VP, TECHNOLOGY	40	$212,833	$0	$5,545	$218,378	1
DANIEL ZIELINSKI	VP, PUBLIC RELATIONS	40	$185,347	$0	$22,234	$207,581	1
FRANCIS O'CONNOR	VP, RESEARCH & OUTREACH	40	$173,382	$0	$15,869	$189,251	1
JANE A FORSYTHE	VP, CONFERENCES	40	$181,904	$0	$6,925	$188,829	1
CHRIS ADAM	DIRECTOR	2	$0	$0	$0	$0	1
DREW BOWDEN	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
JOSEPH CELENTANO	DIRECTOR	2	$0	$0	$0	$0	1
PETER CIESZKO	EXECUTIVE OFFICER	2	$0	$0	$0	$0	2
MICHAEL FERRARO	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
TERRI FIEDLER	DIRECTOR	2	$0	$0	$0	$0	1
JOE FOURNIER	DIRECTOR	2	$0	$0	$0	$0	1
MARCI GREEN	DIRECTOR	2	$0	$0	$0	$0	1
ERIC HENDERSON	DIRECTOR	2	$0	$0	$0	$0	2
PEGGY HO	DIRECTOR	2	$0	$0	$0	$0	3
DYLAN HUANG	DIRECTOR	2	$0	$0	$0	$0	1
BEN HUNEKE	CHAIRMAN	2	$0	$0	$0	$0	3
ROB JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
KEVIN KENNEDY	VICE CHAIRMAN	2	$0	$0	$0	$0	1
MELISSA KIVETT	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
JIM MULLERY	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH NEARY	DIRECTOR	2	$0	$0	$0	$0	1
PAULA NELSON	TREASURER / SECRETARY	2	$0	$0	$0	$0	1
LAURA PANTALEO	DIRECTOR	2	$0	$0	$0	$0	1
PHIL PELLEGRINO	DIRECTOR	2	$0	$0	$0	$0	1
SRI REDDY	DIRECTOR	2	$0	$0	$0	$0	4
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
STEVEN RUESCHHOFF	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT STOLZ	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
TIM WALSH	DIRECTOR	2	$0	$0	$0	$0	1
COREY WALTHER	DIRECTOR	2	$0	$0	$0	$0	2
TINA WILSON	DIRECTOR	2	$0	$0	$0	$0	1

2018 · 47 people listed · 9 paid, $2.5M · 23 employees · 43 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE J WEATHERFORD	PRESIDENT & CHIEF EXECUTIVE	40	$775,000	$0	$41,750	$816,750	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$279,018	$0	$28,537	$307,555	1
JASON BERKOWITZ	VP & COUNSEL, REGULATORY AFFAIRS	40	$246,785	$0	$29,122	$275,907	1
PAUL RICHMAN	VP, REGULATORY AFFAIRS & COMPLIANCE	40	$224,272	$0	$24,079	$248,351	1
FRANCIS O'CONNOR	VP, RESEARCH & OUTREACH	40	$164,127	$0	$25,840	$189,967	1
BARBARA HUME	VP, MEMBERSHIP	40	$162,378	$0	$21,918	$184,296	1
JANE A FORSYTHE	VP, CONFERENCES	40	$153,890	$0	$16,171	$170,061	1
JAMES B QUINN	VP, TECHNOLOGY	40	$162,100	$0	$2,833	$164,933	1
AMY MIGNOGNA	CHIEF OPERATING OFFICER (THROUGH 09/18)	40	$96,889	$0	$15,745	$112,634	1
ROBERT DECHELLIS	CHAIR	2	$0	$0	$0	$0	2
BILL MORRISSEY	VICE CHAIR	2	$0	$0	$0	$0	1
BENJAMIN HUNEKE	TREASURER/SECRETARY	2	$0	$0	$0	$0	1
ROBERT MOORE	IMMEDIATE PAST CHAIR	2	$0	$0	$0	$0	4
BOB VORLOP	DIRECTOR	2	$0	$0	$0	$0	1
CAROLINE O'CONNELL	DIRECTOR	2	$0	$0	$0	$0	1
CAROLYN JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DAVE PAULSEN	DIRECTOR	2	$0	$0	$0	$0	1
DYLAN HUANG	DIRECTOR	2	$0	$0	$0	$0	1
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
JERRY PATTERSON	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
JOHN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH FOURNIER	DIRECTOR	2	$0	$0	$0	$0	1
MARC VOSEN	DIRECTOR	2	$0	$0	$0	$0	1
PAULA NELSON	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
PETER CIESZKO	EXECUTIVE OFFICER	2	$0	$0	$0	$0	2
TERRI FIELDER	DIRECTOR	2	$0	$0	$0	$0	1
WAYNE CHOPUS	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOWE	DIRECTOR	2	$0	$0	$0	$0	1
CHRIS ADAM	DIRECTOR	2	$0	$0	$0	$0	1
DAN GUILBERT	DIRECTOR	2	$0	$0	$0	$0	1
ERIN DONNELLY	DIRECTOR	2	$0	$0	$0	$0	1
JOE DESILVA	DIRECTOR	2	$0	$0	$0	$0	1
KEVIN KENNEDY	EXECUTIVE OFFICER	2	$0	$0	$0	$0	1
MICHAEL FERRARO	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
PHILIP PELLEGRINO	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT L JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT STOLZ	DIRECTOR	2	$0	$0	$0	$0	1
STEPHEN LANGLOIS	DIRECTOR	2	$0	$0	$0	$0	3
TINA AMBROZY	DIRECTOR	2	$0	$0	$0	$0	1
KRISTEN ANDRESKI	DIRECTOR	2	$0	$0	$0	$0	1
DREW BOWDEN	DIRECTOR	2	$0	$0	$0	$0	1
JIM CROWLEY	DIRECTOR	2	$0	$0	$0	$0	2
PEGGY HO	DIRECTOR	2	$0	$0	$0	$0	3
BOB SHAW	DIRECTOR	2	$0	$0	$0	$0	1
TINA WILSON	DIRECTOR	2	$0	$0	$0	$0	1

2017 · 49 people listed · 9 paid, $2.5M · 31 employees · 51 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE J WEATHERFORD	PRESIDENT & CHIEF EXECUTIVE OFFICER	40	$800,000	$0	$31,400	$831,400	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$382,632	$0	$31,000	$413,632	1
JASON BERKOWITZ	VP & COUNSEL, REGULATORY AFFAIRS	40	$219,360	$0	$26,200	$245,560	1
PAUL RICHMAN	VP, REGULATORY AFFAIRS & COMPLIANCE	40	$183,801	$0	$20,900	$204,701	1
FRANCIS O'CONNOR	VP, RESEARCH & OUTREACH	40	$159,851	$0	$22,200	$182,051	1
AMY MIGNOGNA	CHIEF OPERATING OFFICER	40	$163,240	$0	$17,800	$181,040	1
BARBARA HUME	VP, MEMBERSHIP	40	$158,363	$0	$20,300	$178,663	1
CHERETTA CLERKLEY	VP, EXTERNAL ENGAGEMENT & COMMUNICATIONS	40	$149,050	$0	$16,800	$165,850	1
CHELSEA CRUCITTI	VP, STATE AFFAIRS	40	$125,950	$0	$17,200	$143,150	1
ROBERT DECHELLIS	CHAIR	2	$0	$0	$0	$0	2
BILL MORRISSEY	VICE CHAIR	2	$0	$0	$0	$0	1
BENJAMIN HUNEKE	TREASURER/SECRETARY	2	$0	$0	$0	$0	1
ROBERT MOORE	IMMEDIATE PAST CHAIR	2	$0	$0	$0	$0	4
BOB VORLOP	DIRECTOR	2	$0	$0	$0	$0	1
CAROLINE O'CONNELL	DIRECTOR	2	$0	$0	$0	$0	1
CAROLYN JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DAVE PAULSEN	DIRECTOR	2	$0	$0	$0	$0	1
DYLAN HUANG	DIRECTOR	2	$0	$0	$0	$0	1
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
JERRY PATTERSON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH FOURNIER	DIRECTOR	2	$0	$0	$0	$0	1
MARC VOSEN	DIRECTOR	2	$0	$0	$0	$0	1
PAULA NELSON	DIRECTOR	2	$0	$0	$0	$0	1
PETER CIESZKO	DIRECTOR	2	$0	$0	$0	$0	2
TERRI FIELDER	DIRECTOR	2	$0	$0	$0	$0	1
TODD SOLASH	DIRECTOR	2	$0	$0	$0	$0	2
WAYNE CHOPUS	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOWE	DIRECTOR	2	$0	$0	$0	$0	1
CHRIS ADAM	DIRECTOR	2	$0	$0	$0	$0	1
DAN GUILBERT	DIRECTOR	2	$0	$0	$0	$0	1
ERIN DONNELLY	DIRECTOR	2	$0	$0	$0	$0	1
JOE DESILVA	DIRECTOR	2	$0	$0	$0	$0	1
KEVIN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
KIRSTIN HILL	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL FERRARO	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL P MCCARTHY	DIRECTOR	2	$0	$0	$0	$0	1
MYLES LAMBERT	DIRECTOR	2	$0	$0	$0	$0	1
PHILIP PELLEGRINO	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT L JAMEISON	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT STOLZ	DIRECTOR	2	$0	$0	$0	$0	1
STEPHEN LANGLOIS	DIRECTOR	2	$0	$0	$0	$0	3
TINA AMBROZY	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM BENJAMIN	DIRECTOR	2	$0	$0	$0	$0	1
JEFF MILLER	DIRECTOR	2	$0	$0	$0	$0	1
JIM KWOK	DIRECTOR	2	$0	$0	$0	$0	1
KIERAN MULLINS	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT COUTO	DIRECTOR	2	$0	$0	$0	$0	2

2016 · 56 people listed · 7 paid, $2.2M · 29 employees · 49 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE WEATHERFORD	PRESIDENT & CHIEF EXECUTIVE OFFICER	40	$793,417	$0	$31,052	$824,469	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$399,252	$0	$29,525	$428,777	1
JASON BERKOWITZ	VP, COUNSEL, REGULATORY AFFAIRS	40	$214,083	$0	$25,369	$239,452	1
PAUL RICHMAN	VP, REGULATORY AFFAIRS & COMPLIANCE	40	$184,591	$0	$20,043	$204,634	1
BARBARA HUME	VP, MEMBERSHIP	40	$167,015	$0	$19,419	$186,434	1
FRANCIS O'CONNOR	VP, RESEARCH & OUTREACH	40	$148,069	$0	$21,417	$169,486	1
AMY MIGNOGNA	CHIEF OPERATING OFFICER	40	$136,416	$0	$17,060	$153,476	1
ROBERT DECHELLIS	CHAIR	2	$0	$0	$0	$0	2
BILL MORRISSEY	VICE CHAIR	2	$0	$0	$0	$0	1
BENJAMIN HUNEKE	TREASURER/SECRETARY	2	$0	$0	$0	$0	1
ROBERT MOORE	PAST CHAIR	2	$0	$0	$0	$0	4
BOB VORLOP	DIRECTOR	2	$0	$0	$0	$0	1
CAROLINE O'CONNELL	DIRECTOR	2	$0	$0	$0	$0	1
CAROLYN JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
DAVE PAULSEN	DIRECTOR	2	$0	$0	$0	$0	1
DAVID CRUZ	DIRECTOR	2	$0	$0	$0	$0	2
DAVID GIERTZ	DIRECTOR	2	$0	$0	$0	$0	1
DYLAN HUANG	DIRECTOR	2	$0	$0	$0	$0	1
ELIZABETH FORGET	DIRECTOR	2	$0	$0	$0	$0	1
ERICA MCGINNIS	DIRECTOR	2	$0	$0	$0	$0	2
ERIN DONNELLY	DIRECTOR	2	$0	$0	$0	$0	1
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
JAMES MULLERY	DIRECTOR	2	$0	$0	$0	$0	1
JEFF MILLER	DIRECTOR	2	$0	$0	$0	$0	1
JERRY PATTERSON	DIRECTOR	2	$0	$0	$0	$0	1
JIM KWOK	DIRECTOR	2	$0	$0	$0	$0	1
JOHN KENNEDY	DIRECTOR	2	$0	$0	$0	$0	1
JOSEPH FOURNIER	DIRECTOR	2	$0	$0	$0	$0	1
KIERAN MULLINS	DIRECTOR	2	$0	$0	$0	$0	1
KIRSTIN HILL	DIRECTOR	2	$0	$0	$0	$0	1
LARRY ROTH	DIRECTOR	2	$0	$0	$0	$0	1
LORNA SABBIA	DIRECTOR	2	$0	$0	$0	$0	1
LYNNE FORD	DIRECTOR	2	$0	$0	$0	$0	1
MARC VOSEN	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL COGSWELL	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL FERRARO	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL MCCARTHY	DIRECTOR	2	$0	$0	$0	$0	1
NICK LANE	DIRECTOR	2	$0	$0	$0	$0	4
PAULA NELSON	DIRECTOR	2	$0	$0	$0	$0	1
PETER CIESZKO	DIRECTOR	2	$0	$0	$0	$0	2
SCOTT COUTO	DIRECTOR	2	$0	$0	$0	$0	2
SCOTT STOLZ	DIRECTOR	2	$0	$0	$0	$0	1
TERRI FIELDER	DIRECTOR	2	$0	$0	$0	$0	1
TINA AMBROZY	DIRECTOR	2	$0	$0	$0	$0	1
TOM STREIFF	DIRECTOR	2	$0	$0	$0	$0	1
WAYNE CHOPUS	DIRECTOR	2	$0	$0	$0	$0	1
WILL FULLER	DIRECTOR	2	$0	$0	$0	$0	3
WILLIAM BENJAMIN	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOWE	DIRECTOR	2	$0	$0	$0	$0	1
BRUCE FERRIS	DIRECTOR (UNTIL 09/2016)	2	$0	$0	$0	$0	1
JOHN CARTER	DIRECTOR (UNTIL 09/2016)	2	$0	$0	$0	$0	2
DAVID TYRIE	DIRECTOR (UNTIL 09/2016)	2	$0	$0	$0	$0	2
JOHN PAPADOPULOS	DIRECTOR (UNTIL 09/2016)	2	$0	$0	$0	$0	1
MICHAEL SALIBA	DIRECTOR (UNTIL 09/2016)	2	$0	$0	$0	$0	1
MITCHELL CAPLAN	DIRECTOR (UNTIL 09/2016)	2	$0	$0	$0	$0	1

2015 · 46 people listed · 8 paid, $2.3M · 27 employees · 32 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE WEATHERFORD	PRESIDENT & CEO	40	$759,518	$0	$30,760	$790,278	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$369,406	$0	$29,526	$398,932	1
DANIELLE HOLLAND	SENIOR VP COMMUNICATIONS, MKTG & RESEARCH	40	$202,402	$0	$18,278	$220,680	1
JASON BERKOWITZ	VP & COUNSEL, REGULATORY AFFAIRS	40	$192,872	$0	$24,549	$217,421	1
MICHAEL LENN	VP FEDERAL AFFAIRS	40	$166,823	$0	$22,829	$189,652	1
BARBARA HUME	VP MEMBERSHIP	40	$167,613	$0	$19,419	$187,032	1
PAUL RICHMAN	VP, REGULATORY AFFAIRS & COMPLIANCE	40	$162,478	$0	$17,800	$180,278	1
FRANCIS O'CONNOR	VP, RESEARCH & OUTREACH	40	$141,284	$0	$20,500	$161,784	1
WILLIAM BENJAMIN	VICE CHAIR	2	$0	$0	$0	$0	1
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
WAYNE CHOPUS	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL COGSWELL	DIRECTOR	2	$0	$0	$0	$0	1
SCOTT COUTO	DIRECTOR	2	$0	$0	$0	$0	2
DAVID CRUZ	DIRECTOR	2	$0	$0	$0	$0	2
ROBERT DECHELLIS	DIRECTOR	2	$0	$0	$0	$0	2
TERRI FIELDER	DIRECTOR	2	$0	$0	$0	$0	1
LYNNE FORD	DIRECTOR	2	$0	$0	$0	$0	1
ELIZABETH FORGET	DIRECTOR	2	$0	$0	$0	$0	1
WILL FULLER	DIRECTOR	2	$0	$0	$0	$0	3
DAVID GIERTZ	DIRECTOR	2	$0	$0	$0	$0	1
BENJAMIN HUNEKE	TREASURER/SECRETARY	2	$0	$0	$0	$0	1
NICK LANE	CHAIR	2	$0	$0	$0	$0	4
CAROLYN JOHNSON	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOWE	DIRECTOR	2	$0	$0	$0	$0	1
JIM KWOK	DIRECTOR	2	$0	$0	$0	$0	1
ERICA MCGINNIS	DIRECTOR	2	$0	$0	$0	$0	2
JEFF MILLER	DIRECTOR	2	$0	$0	$0	$0	1
JAMES MULLERY	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT MOORE	IMMEDIATE PAST CHAIR	2	$0	$0	$0	$0	4
PAULA NELSON	DIRECTOR	2	$0	$0	$0	$0	1
BILL MORRISSEY	DIRECTOR	2	$0	$0	$0	$0	1
CAROLINE O'CONNELL	DIRECTOR	2	$0	$0	$0	$0	1
JERRY PATTERSON	DIRECTOR	2	$0	$0	$0	$0	1
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
DAVE PAULSEN	DIRECTOR	2	$0	$0	$0	$0	1
LARRY ROTH	DIRECTOR	2	$0	$0	$0	$0	1
LORNA SABBIA	DIRECTOR	2	$0	$0	$0	$0	1
TOM STREIFF	DIRECTOR	2	$0	$0	$0	$0	1
BOB VORLOP	DIRECTOR	2	$0	$0	$0	$0	1
MARC VOSEN	DIRECTOR	2	$0	$0	$0	$0	1
JOHN CARTER	DIRECTOR	2	$0	$0	$0	$0	2
BRUCE FERRIS	DIRECTOR	2	$0	$0	$0	$0	1
JOHN PAPADOPULOS	DIRECTOR	2	$0	$0	$0	$0	1
DAVID TYRIE	DIRECTOR	2	$0	$0	$0	$0	2
MITCHELL CAPLAN	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL SALIBA	DIRECTOR	2	$0	$0	$0	$0	1

2014 · 40 people listed · 8 paid, $2.3M · 23 employees · 28 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE WEATHERFORD	PRESIDENT & CEO	40	$746,016	$0	$33,115	$779,131	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSE	40	$358,919	$0	$29,500	$388,419	1
CHRISTOPHER MCDANIEL	SENIOR VP , OPERATIONS & T	40	$199,136	$0	$39,000	$238,136	1
DANIELLE HOLLAND	VP COMMUNICATIONS, MKTG &	40	$190,482	$0	$19,500	$209,982	1
JASON BERKOWITZ	VP REGULATROY AFFAIRS & CO	40	$185,632	$0	$23,300	$208,932	1
BARBARA HUME	VP MEMBERSHIP	40	$163,080	$0	$19,000	$182,080	1
MICHALE LENN	VP FEDERAL AFFAIRS	40	$157,161	$0	$23,000	$180,161	1
ANDREW SIMONELLI	DIRECTOR, COMMUNICATIONS & MARKETING	40	$104,873	$0	$17,000	$121,873	1
MALIZ BEAMS	DIRECTOR	2	$0	$0	$0	$0	1
JOHN CARTER	IMMEDIATE PAST CHAIR	2	$0	$0	$0	$0	2
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT DECHELLIS	DIRECTOR	2	$0	$0	$0	$0	2
MICHAEL FALCON	DIRECTOR	2	$0	$0	$0	$0	3
BRUCE FERRIS	VICE CHAIR	2	$0	$0	$0	$0	1
LYNNE FORD	DIRECTOR	2	$0	$0	$0	$0	1
ELIZABETH FORGET	DIRECTOR	2	$0	$0	$0	$0	1
WILL FULLER	DIRECTOR	2	$0	$0	$0	$0	3
BENJAMIN HUNEKE	DIRECTOR	2	$0	$0	$0	$0	1
NICHOLAS LANE	DIRECTOR	2	$0	$0	$0	$0	1
LARRY ROTH	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOEHNING	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOWE	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT MOORE	CHAIR	2	$0	$0	$0	$0	4
PAULA NELSON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN PAPADOPULOS	TREASURER/SECRETARY	2	$0	$0	$0	$0	1
THOMAS STREIFF	DIRECTOR	2	$0	$0	$0	$0	1
DAVID TYRIE	DIRECTOR	2	$0	$0	$0	$0	2
WILLIAM BENJAMIN	DIRECTOR	2	$0	$0	$0	$0	1
MITCHELL CAPLAN	DIRECTOR	2	$0	$0	$0	$0	1
DAVID CRUZ	DIRECTOR	2	$0	$0	$0	$0	2
MICHAEL SALIBA	DIRECTOR	2	$0	$0	$0	$0	1
CAROLINE O'CONNELL	DIRECTOR	2	$0	$0	$0	$0	1
ERICA MCGINNIS	DIRECTOR	2	$0	$0	$0	$0	2
DAVE PAULSEN	DIRECTOR	2	$0	$0	$0	$0	1
MARC VOSEN	DIRECTOR	2	$0	$0	$0	$0	1
GEORGE RIEDEL	DIRECTOR	2	$0	$0	$0	$0	2
DREW LAWTON	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL PERRY	DIRECTOR	2	$0	$0	$0	$0	1
THOMAS SWANK	DIRECTOR	2	$0	$0	$0	$0	2
EDWARD VAN DOLSEN	DIRECTOR	2	$0	$0	$0	$0	1

2013 · 33 people listed · 6 paid, $2.0M · 25 employees · 23 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE WEATHERFORD	PRESIDENT & CEO	40	$750,507	$0	$12,298	$762,805	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$343,641	$0	$28,547	$372,188	1
CHRISTOPHER MCDANIEL	SENIOR VP , OPERATIONS & T	40	$201,319	$0	$35,954	$237,273	1
JASON BERKOWITZ	VP REGULATROY AFFAIRS & COMPLIANCE	40	$198,858	$0	$22,606	$221,464	1
DANIELLE HOLLAND	VP COMMUNICATIONS, MKTG &	40	$179,529	$0	$18,371	$197,900	1
BARBARA HUME	VP MEMBERSHIP	40	$159,440	$0	$17,812	$177,252	1
MALIZ BEAMS	DIRECTOR	2	$0	$0	$0	$0	1
JOHN CARTER	CHAIR	2	$0	$0	$0	$0	2
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT DECHELLIS	DIRECTOR	2	$0	$0	$0	$0	2
MICHALE FALCON	DIRECTOR	2	$0	$0	$0	$0	1
BRUCE FERRIS	DIRECTOR	2	$0	$0	$0	$0	1
LYNNE FORD	DIRECTOR	2	$0	$0	$0	$0	1
ELIZABETH FORGET	DIRECTOR	2	$0	$0	$0	$0	1
WILL FULLER	DIRECTOR	2	$0	$0	$0	$0	3
BEN HUNEKE	DIRECTOR	2	$0	$0	$0	$0	3
NICK LANE	DIRECTOR	2	$0	$0	$0	$0	4
DREW LAWTON	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOEHNING	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT MOORE	VICE CHAIR	2	$0	$0	$0	$0	4
PAULA NELSON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN PAPADOPULOS	TRESURER	2	$0	$0	$0	$0	1
THOMAS STREIFF	SECRETARY	2	$0	$0	$0	$0	1
DAVID TYRIE	DIRECTOR	2	$0	$0	$0	$0	2
WILLIAM BENJAMIN	DIRECTOR	2	$0	$0	$0	$0	1
MITCHELL CAPLAN	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL PERRY	DIRECTOR	2	$0	$0	$0	$0	1
MICHAEL SALIBA	DIRECTOR	2	$0	$0	$0	$0	1
CAROLINE O'CONNELL	DIRECTOR	2	$0	$0	$0	$0	1
THOMAS SWANK	DIRECTOR	2	$0	$0	$0	$0	2
EDWARD VAN DOLSEN	DIRECTOR	2	$0	$0	$0	$0	1
MARC VOSEN	DIRECTOR	2	$0	$0	$0	$0	1

2012 · 28 people listed · 6 paid, $1.9M · 27 employees · 23 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE WEATHERFORD	PRESIDENT & CEO	40	$732,336	$0	$37,204	$769,540	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$350,817	$0	$25,700	$376,517	1
CLAUDIA SUTTON	COO	40	$224,822	$0	$5,521	$230,343	1
JOHN LITTLE	SENIOR VP OF FEDERAL AFFAIRS	40	$214,410	$0	$10,998	$225,408	1
DANIELLE HOLLAND	VP COMMUNICATIONS, MKTG & RESEARCH	40	$174,740	$0	$15,708	$190,448	1
CHRISTOPHER MCDANIEL	SENIOR VP , OPERATIONS & TECHNOLOGY	40	$109,523	$0	$8,478	$118,001	1
MALIZ BEAMS	DIRECTOR	2	$0	$0	$0	$0	1
JOHN CARTER	VICE CHAIR	2	$0	$0	$0	$0	2
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT DECHELLIS	DIRECTOR	2	$0	$0	$0	$0	2
MICHALE FALCON	DIRECTOR	2	$0	$0	$0	$0	1
BRUCE FERRIS	DIRECTOR	2	$0	$0	$0	$0	1
LYNNE FORD	PREVIOUS CHAIR	2	$0	$0	$0	$0	1
ELIZABETH FORGET	DIRECTOR	2	$0	$0	$0	$0	1
WILL FULLER	DIRECTOR	2	$0	$0	$0	$0	3
BEN HUNEKE	DIRECTOR	2	$0	$0	$0	$0	3
NICK LANE	DIRECTOR	2	$0	$0	$0	$0	4
DREW LAWTON	DIRECTOR	2	$0	$0	$0	$0	1
WILLIAM LOEHNING	DIRECTOR	2	$0	$0	$0	$0	1
BILL LOWE	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT MOORE	TREASURER	2	$0	$0	$0	$0	4
PAULA NELSON	DIRECTOR	2	$0	$0	$0	$0	1
JOHN PAPADOPULOS	DIRECTOR	2	$0	$0	$0	$0	1
LARRY ROTH	CHAIR	2	$0	$0	$0	$0	1
BRIAN SHEA	DIRECTOR	2	$0	$0	$0	$0	1
THOMAS STREIFF	SECRETARY	2	$0	$0	$0	$0	1
DAVID TYRIE	DIRECTOR	2	$0	$0	$0	$0	2
CINDY VOGL	DIRECTOR	2	$0	$0	$0	$0	1

2011 · 30 people listed · 7 paid, $2.1M · 18 employees · 23 volunteers

Name	Title	Hrs/wk	From org	From related	Other	Total	Orgs
CATHERINE WEATHERFORD	PRESIDENT & CEO	40	$724,928	$0	$33,125	$758,053	1
J LEE COVINGTON	SENIOR VP & GENERAL COUNSEL	40	$352,850	$0	$25,613	$378,463	1
JOHN LITTLE	COO & SVP OF FEDERAL AFFAIRS	40	$253,950	$0	$12,136	$266,086	1
KAREN ALVARADO	VP OF REGULATORY AFFAIRS & COMPLIANCE	40	$180,402	$0	$20,885	$201,287	1
DANIELLE HOLLAND	VP OF COMMUNICATIONS & RESEARCH	40	$144,583	$0	$16,354	$160,937	1
BRAD MASCHO	VP OF MEMBERSHIP & EMERGING MEDIA	40	$140,000	$0	$19,627	$159,627	1
CHRIS PAULITZ	SVP OF MARKETING & PUBLIC AFFAIRS	40	$125,566	$0	$11,370	$136,936	1
JAMES SHEPHERDSON	CHAIR	2	$0	$0	$0	$0	1
JOSEPH D'AGOSTINO	DIRECTOR	2	$0	$0	$0	$0	1
LYNNE FORD	VICE-CHAIR	2	$0	$0	$0	$0	1
GEORGE GATCH	DIRECTOR	2	$0	$0	$0	$0	1
MARK CASADY	PAST CHAIR	2	$0	$0	$0	$0	1
WILLIAM LOEHNING	DIRECTOR	2	$0	$0	$0	$0	1
JOHN MULHALL	DIRECTOR	2	$0	$0	$0	$0	1
THOMAS STREIFF	SECRETARY	2	$0	$0	$0	$0	1
TERRY MULLEN	DIRECTOR	2	$0	$0	$0	$0	1
MARC COSTANTINI	TREASURER	2	$0	$0	$0	$0	2
JOHN PAPADOPULOS	DIRECTOR	2	$0	$0	$0	$0	1
ROBERT ARENA	DIRECTOR	2	$0	$0	$0	$0	1
STEPHEN PELLETIER	DIRECTOR	2	$0	$0	$0	$0	2
GARY BHOJWANI	DIRECTOR	2	$0	$0	$0	$0	9
R LAWRENCE ROTH	DIRECTOR	2	$0	$0	$0	$0	2
CHRISTOPHER BLUNT	DIRECTOR	2	$0	$0	$0	$0	1
BRIAN SHEA	DIRECTOR	2	$0	$0	$0	$0	1
VALERIE BROWN	DIRECTOR	2	$0	$0	$0	$0	3
ROBERT SOLLMANN	DIRECTOR	2	$0	$0	$0	$0	1
JOHN CARTER	DIRECTOR	2	$0	$0	$0	$0	2
CINDY VOGL	DIRECTOR	2	$0	$0	$0	$0	1
GREG CICOTTE	DIRECTOR	2	$0	$0	$0	$0	1
CHRIS RAUCH	SENIOR MANAGER	40	$0	$0	$0	$0	1

Highest-paid independent contractors

2024 · 2 contractors · $379K

Name	Location	Service	Paid
FORBES TATE PARTNERS LLC	GILBERT, AZ	LOBBYING SERVICES	$217,623
COHNREZNICK ADVISORY LLC	PARSIPPANY, NJ	ACCOUNTING SERVICES	$161,725

2023 · 2 contractors · $420K

Name	Location	Service	Paid
CLIFTONLARSONALLEN LLP	MINNEAPOLIS, MN	ACCOUNTING SERVICES	$237,901
FORBES TATE PARTNERS LLC	SUITE GILBERT, AZ	LOBBYING SERVICES	$182,028

2022 · 5 contractors · $1.1M

Name	Location	Service	Paid
MARRIOTT BUSINESS SERVICES	ATLANTA, GA	IRI ANNUAL CONFERENCE VENUE	$314,488
GROOM LAW GROUP CHARTERED	WASHINGTON, DC	LEGAL SERVICES	$201,583
CLIFTONLARSONALLEN LLP	MINNEAPOLIS, MN	ACCOUNTING SERVICES	$191,239
FORBES TATE PARTNERS LLC	GILBERT, AZ	LOBBYING SERVICES	$180,000
LSAV POWERHOUSE	CHICAGO, IL	IRI ANNUAL CONFERENCE A/V PROVIDER	$171,462

2021 · 3 contractors · $538K

Name	Location	Service	Paid
CLIFTONLARSONALLEN LLP	MINNEAPOLIS, MN	ACCOUNTING SERVICES	$199,939
FORBES TATE PARTNERS LLC	WASHINGTON, DC	LOBBYING SERVICES	$180,000
YOKO CONSULTING	MCLEAN, VA	WEBSITE DEVELOPMENT AND HOSTING	$158,200

2020 · 2 contractors · $389K

Name	Location	Service	Paid
CLIFTONLARSONALLEN LLP	MINNEAPOLIS, MN	ACCOUNTING SERVICES	$216,952
FORBES TATE PARTNERS LLC	WASHINGTON, DC	LOBBYING SERVICES	$172,500

2019 · 3 contractors · $643K

Name	Location	Service	Paid
MINDSHIFT	PITTSBURGH, PA	IT SERVICES	$320,488
CLIFTONLARSONALLEN LLP	PHILADELPHIA, PA	ACCOUNTING SERVICES	$174,208
LSAV POWERHOUSE	CHICAGO, IL	AUDIO VISUAL SERVICES	$148,389

2018 · 5 contractors · $788K

Name	Location	Service	Paid
LSAV POWERHOUSE	CHICAGO, IL	AUDIO VISUAL SERVICES	$239,578
WILBANKS PARTNERS LLC	WESTPORT, CT	RECRUITING SERVICES	$181,453
LEADING AUTHORITIES INC	WASHINGTON, DC	SPEAKER SERVICES	$151,633
MINDSHIFT	PITTSBURGH, PA	IT SERVICES	$109,707
MATTHEW GREENWALD & ASSOCIATES INC	WASHINGTON, DC	LEGAL SERVICES	$105,319

2017 · 4 contractors · $814K

Name	Location	Service	Paid
LEADING AUTHORITIES INC	WASHINGTON, DC	SPEAKER SERVICES	$451,000
SUSTENA GROUP LLC	NEW YORK, NY	RE-BRANDING	$127,849
GIBSON DUNN & CRUTCHER	LOS ANGELES, CA	LEGAL SERVICES	$123,013
MINDSHIFT	PITTSBURGH, PA	IT SERVICES	$112,556

2016 · 4 contractors · $895K

Name	Location	Service	Paid
LEADING AUTHORITIES INC	WASHINGTON, DC	SPEAKER SERVICES	$332,974
GIBSON DUNN & CRUTCHER	LOS ANGELES, CA	LEGAL SERVICES	$307,055
PILLSBURY WINTHROP	CHARLOTTE, NC	LEGAL SERVICES	$141,898
MINDSHIFT	PITTSBURGH, PA	IT SERVICES	$112,737

2015 · 5 contractors · $1.1M

Name	Location	Service	Paid
SPECTRUM INC	VIENNA, VA	GENERAL CONTRACTOR	$348,270
LEADING AUTHORITIES INC	WASHINGTON, DC	SPEAKER SERVICES	$329,962
MINDSHIFT	PITTSBURGH, PA	IT SERVICES	$155,359
GROOM LAW GROUP	WASHINGTON, DC	LEGAL SERVICES	$150,000
VERIS CONSULTING INC	RESTON, VA	ACCOUNTING SERVICES	$105,707

2014 · 1 contractor · $135K

Name	Location	Service	Paid
LEADING AUTHORITIES	WASHINGTON, DC	SPEAKER BUREAU	$134,567

2013 · 2 contractors · $644K

Name	Location	Service	Paid
LEADING AUTHORITIES		SPEAKER BUREAU	$422,543
SOURCE MEDIA		CUSTOM MEDIA CONSULTANT	$221,130

2012 · 2 contractors · $620K

Name	Location	Service	Paid
LEADING AUTHORITIES	WASHINGTON, DC	SPEAKER BUREAU	$399,037
SOURCE MEDIA	CHICAGO, IL	CUSTOM MEDIA CONSULTANT	$221,130

2011 · 2 contractors · $354K

Name	Location	Service	Paid
SOURCE MEDIA	CHICAGO, IL	CUSTOM MEDIA CONSULTANT	$184,275
LEADING AUTHORITIES	WASHINGTON, DC	SPEAKER BUREAU	$170,199

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

Revenue	Expenses	Assets	Net assets	Contributions	Program revenue	Officer pay	Employees	Volunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$9,282,284	$8,994,998	$8,370,490	$2,034,709	$0	$9,275,698	$2,588,901	22	40
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$8,367,810	$8,082,751	$9,201,441	$1,747,423	$0	$8,429,726	$2,260,245	21	39
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$7,843,936	$7,440,632	$7,829,524	$1,462,364	$0	$7,582,946	$2,047,918	22	45
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$6,870,255	$6,613,102	$7,466,571	$1,059,060	$0	$6,802,393	$1,895,150	22	32
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$6,047,207	$6,025,741	$5,758,706	$801,907	$0	$6,046,384	$1,737,986	20	35
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$6,123,809	$6,584,362	$5,282,706	$780,441	$0	$6,084,803	$1,248,380	21	38
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$6,416,472	$6,403,358	$5,399,693	$1,240,994	$0	$6,409,212	$1,512,846	23	43
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$6,808,853	$6,905,320	$6,200,807	$1,227,880	$0	$6,805,527	$1,671,632	31	51
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$7,167,643	$7,257,696	$5,616,006	$1,324,347	$0	$6,931,551	$1,253,246	29	49
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$6,349,092	$6,586,913	$4,899,394	$1,414,400	$0	$6,342,844	$1,409,890	27	32
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$6,109,155	$5,895,783	$4,803,562	$1,652,221	$0	$6,104,118	$1,377,532	23	28
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$5,292,618	$5,750,101	$4,411,015	$1,438,668	$0	$5,284,218	$1,134,993	25	23
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$6,113,639	$5,852,457	$4,564,387	$1,896,151	$0	$6,107,270	$1,601,807	27	23
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$5,705,194	$5,252,882	$4,250,151	$1,634,969	$0	$5,676,449	$993,057	18	23

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.

LL GLOBAL INC Windsor, CT · 2 people in common (Eric Henderson, Jamie Ohl)
INVEST IN OTHERS CHARITABLEFOUNDATION INC Boston, MA · 1 person in common (Corey Walther)
EMPLOYEE BENEFIT RESEARCH INSTITUTE Washington, DC · 1 person in common (Jamie Ohl)

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Organizations like this one

Same category: NTEE code and revenue

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

Organization	State	NTEE	Latest revenue	Latest expenses	Top-paid title	Top pay	Why similar
INSTITUTE FOR EDUCATION IN RETIREMENT INC	NY	B12	$139,277	$91,952	President	$0	Similar name, revenue differs more than 10x
INSTITUTE FOR LEARNING IN RETIREMENT INC	PA	B40	$62,747	$35,330	PRESIDENT	$0	Similar name, revenue differs more than 10x
INSTITUTE FOR LEARNING IN RETIREMENT	VA	B90	$35,603	$41,612	President	$0	Similar name, revenue differs more than 10x

Who funds organizations like this

Grantors that funded the 3 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).

Grantor	Type	Total given	Grants	Organizations funded	Years	Which ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND	DAF sponsor	$40,254	5	1	2019–2024	INSTITUTE FOR EDUCATION IN RETIREMENT INC
MELAMID INTERNATIONAL FOUNDATION INC	Private foundation	$2,000	1	1	2019–2019	INSTITUTE FOR EDUCATION IN RETIREMENT 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 · $8,994,998 spent · pay $5,805,530 · grants $0 · events $1,272,040

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,699,794	-	-	-	30.0%
Pay: officers, directors, trustees, key employees		$2,588,901	-	-	-	28.8%
Conferences, conventions and meetings		$1,261,168	-	-	-	14.0%
Fees: legal		$365,795	-	-	-	4.1%
Office expenses		$302,065	-	-	-	3.4%
Information technology		$291,100	-	-	-	3.2%
Payroll taxes		$290,334	-	-	-	3.2%
Travel		$268,647	-	-	-	3.0%
Fees: accounting		$250,190	-	-	-	2.8%
Fees: lobbying		$217,623	-	-	-	2.4%
Other employee benefits		$123,206	-	-	-	1.4%
Fees: other services		$107,716	-	-	-	1.2%
Pension plan contributions		$103,295	-	-	-	1.1%
Depreciation and depletion		$71,523	-	-	-	0.8%
Other (as described)	STAFF TRAINING & DEVELO	$27,916	-	-	-	0.3%
Advertising and promotion		$11,399	-	-	-	0.1%
Other (as described) Event	SPONSORSHIP EVENTS	$10,872	-	-	-	0.1%
All other expenses		$3,454	-	-	-	0.0%
Total		$8,994,998				100%

View the filing

2023 · Form 990 · $8,082,751 spent · pay $5,280,969 · grants $0 · events $1,113,112

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,553,312	-	-	-	31.6%
Pay: officers, directors, trustees, key employees		$2,260,245	-	-	-	28.0%
Conferences, conventions and meetings		$1,113,112	-	-	-	13.8%
Information technology		$276,041	-	-	-	3.4%
Fees: accounting		$262,198	-	-	-	3.2%
Office expenses		$258,865	-	-	-	3.2%
Travel		$253,891	-	-	-	3.1%
Payroll taxes		$248,345	-	-	-	3.1%
Fees: lobbying		$182,028	-	-	-	2.3%
Fees: legal		$144,074	-	-	-	1.8%
Fees: other services		$137,993	-	-	-	1.7%
Other employee benefits		$112,741	-	-	-	1.4%
Pension plan contributions		$106,326	-	-	-	1.3%
Depreciation and depletion		$74,299	-	-	-	0.9%
All other expenses		$48,428	-	-	-	0.6%
Other (as described)	STAFF TRAINING & DEVELO	$34,853	-	-	-	0.4%
Advertising and promotion		$16,000	-	-	-	0.2%
Total		$8,082,751				100%

View the filing

2022 · Form 990 · $7,440,632 spent · pay $4,761,023 · grants $0 · events $852,705

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,218,381	-	-	-	29.8%
Pay: officers, directors, trustees, key employees		$2,047,918	-	-	-	27.5%
Conferences, conventions and meetings		$852,705	-	-	-	11.5%
Information technology		$339,779	-	-	-	4.6%
Depreciation and depletion		$319,789	-	-	-	4.3%
Fees: other services		$293,448	-	-	-	3.9%
Payroll taxes		$235,462	-	-	-	3.2%
Fees: accounting		$216,118	-	-	-	2.9%
Fees: lobbying		$201,000	-	-	-	2.7%
Office expenses		$191,777	-	-	-	2.6%
Other employee benefits		$170,256	-	-	-	2.3%
Travel		$122,824	-	-	-	1.7%
Pension plan contributions		$89,006	-	-	-	1.2%
Occupancy		$51,879	-	-	-	0.7%
Insurance		$31,383	-	-	-	0.4%
Other (as described)	PROFESSIONAL DEVELOPMEN	$29,461	-	-	-	0.4%
Fees: legal		$15,266	-	-	-	0.2%
Advertising and promotion		$14,088	-	-	-	0.2%
Other (as described)	PROPERTY TAX/LICENCES	$92	-	-	-	0.0%
Total		$7,440,632				100%

View the filing

2021 · Form 990 · $6,613,102 spent · pay $4,260,678 · grants $0 · events $382,868

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,918,047	-	-	-	29.0%
Pay: officers, directors, trustees, key employees		$1,895,150	-	-	-	28.7%
Fees: other services		$447,328	-	-	-	6.8%
Information technology		$399,057	-	-	-	6.0%
Conferences, conventions and meetings		$382,868	-	-	-	5.8%
Depreciation and depletion		$325,284	-	-	-	4.9%
Payroll taxes		$223,423	-	-	-	3.4%
Fees: accounting		$217,518	-	-	-	3.3%
Fees: lobbying		$202,250	-	-	-	3.1%
Office expenses		$149,728	-	-	-	2.3%
Other employee benefits		$146,471	-	-	-	2.2%
Pension plan contributions		$77,587	-	-	-	1.2%
Occupancy		$77,151	-	-	-	1.2%
Other (as described)	PROFESSIONAL DEVELOPMEN	$36,256	-	-	-	0.5%
Insurance		$29,637	-	-	-	0.4%
Fees: legal		$29,043	-	-	-	0.4%
Advertising and promotion		$27,325	-	-	-	0.4%
Travel		$26,939	-	-	-	0.4%
Other (as described)	LOSS ON DISPOSAL	$1,945	-	-	-	0.0%
Other (as described)	PROPERTY TAX/LICENCES	$95	-	-	-	0.0%
Total		$6,613,102				100%

View the filing

2020 · Form 990 · $6,025,741 spent · pay $3,934,969 · grants $0 · events $301,464

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,851,798	-	-	-	30.7%
Pay: officers, directors, trustees, key employees		$1,737,986	-	-	-	28.8%
Information technology		$348,991	-	-	-	5.8%
Conferences, conventions and meetings		$301,464	-	-	-	5.0%
Occupancy		$300,582	-	-	-	5.0%
Fees: other services		$286,525	-	-	-	4.8%
Fees: accounting		$217,481	-	-	-	3.6%
Office expenses		$188,616	-	-	-	3.1%
Fees: lobbying		$179,750	-	-	-	3.0%
Depreciation and depletion		$172,407	-	-	-	2.9%
Other employee benefits		$149,961	-	-	-	2.5%
Payroll taxes		$115,054	-	-	-	1.9%
Pension plan contributions		$80,170	-	-	-	1.3%
Insurance		$33,359	-	-	-	0.6%
Travel		$32,408	-	-	-	0.5%
Fees: legal		$21,873	-	-	-	0.4%
Other (as described)	PROPERTY TAX/LICENCES	$2,725	-	-	-	0.0%
Advertising and promotion		$2,698	-	-	-	0.0%
Other (as described)	PROFESSIONAL DEVELOPMEN	$1,893	-	-	-	0.0%
Total		$6,025,741				100%

View the filing

2019 · Form 990 · $6,584,362 spent · pay $3,461,705 · grants $0 · events $1,073,253

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,872,683	-	-	-	28.4%
Pay: officers, directors, trustees, key employees		$1,248,380	-	-	-	19.0%
Conferences, conventions and meetings		$1,073,253	-	-	-	16.3%
Fees: other services		$397,059	-	-	-	6.0%
Occupancy		$322,346	-	-	-	4.9%
Information technology		$267,762	-	-	-	4.1%
Fees: accounting		$236,106	-	-	-	3.6%
Office expenses		$218,064	-	-	-	3.3%
Fees: lobbying		$179,158	-	-	-	2.7%
Payroll taxes		$178,524	-	-	-	2.7%
Travel		$163,158	-	-	-	2.5%
Depreciation and depletion		$162,253	-	-	-	2.5%
Other employee benefits		$99,674	-	-	-	1.5%
Pension plan contributions		$62,444	-	-	-	0.9%
Advertising and promotion		$35,364	-	-	-	0.5%
Insurance		$34,975	-	-	-	0.5%
Fees: legal		$13,618	-	-	-	0.2%
Other (as described)	PROPERTY TAX/LICENCES	$10,905	-	-	-	0.2%
Other (as described)	PROFESSIONAL DEVELOPMEN	$8,636	-	-	-	0.1%
Total		$6,584,362				100%

View the filing

2018 · Form 990 · $6,403,358 spent · pay $3,339,928 · grants $0 · events $1,002,753

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$1,512,846	-	-	-	23.6%
Other salaries and wages		$1,490,942	-	-	-	23.3%
Conferences, conventions and meetings		$1,002,753	-	-	-	15.7%
Fees: other services		$804,646	-	-	-	12.6%
Occupancy		$287,576	-	-	-	4.5%
Office expenses		$267,128	-	-	-	4.2%
Travel		$160,908	-	-	-	2.5%
Payroll taxes		$157,106	-	-	-	2.5%
Depreciation and depletion		$144,535	-	-	-	2.3%
Other employee benefits		$117,145	-	-	-	1.8%
Fees: accounting		$78,163	-	-	-	1.2%
Fees: legal		$64,039	-	-	-	1.0%
Pension plan contributions		$61,889	-	-	-	1.0%
Advertising and promotion		$61,456	-	-	-	1.0%
Other (as described)	BAD DEBT EXPENSE	$47,250	-	-	-	0.7%
Fees: lobbying		$43,505	-	-	-	0.7%
Insurance		$37,436	-	-	-	0.6%
Other (as described)	PROFESSIONAL DEVELOPMEN	$32,367	-	-	-	0.5%
Other (as described)	MEMBERSHIP EXPENSE	$29,453	-	-	-	0.5%
Other (as described)	PROPERTY TAX/LICENCES	$2,215	-	-	-	0.0%
Total		$6,403,358				100%

View the filing

2017 · Form 990 · $6,905,320 spent · pay $3,603,622 · grants $0 · events $1,110,837

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$1,671,632	-	-	-	24.2%
Other salaries and wages		$1,665,971	-	-	-	24.1%
Conferences, conventions and meetings		$1,110,837	-	-	-	16.1%
Fees: other services		$534,905	-	-	-	7.7%
Fees: lobbying		$322,736	-	-	-	4.7%
Occupancy		$312,953	-	-	-	4.5%
Office expenses		$308,591	-	-	-	4.5%
Payroll taxes		$176,941	-	-	-	2.6%
Depreciation and depletion		$140,576	-	-	-	2.0%
Fees: accounting		$123,353	-	-	-	1.8%
Travel		$119,584	-	-	-	1.7%
Advertising and promotion		$116,120	-	-	-	1.7%
Fees: legal		$81,502	-	-	-	1.2%
Other (as described)	PROFESSIONAL DEVELOPMEN	$52,954	-	-	-	0.8%
Other employee benefits		$46,959	-	-	-	0.7%
Pension plan contributions		$42,119	-	-	-	0.6%
Insurance		$37,969	-	-	-	0.5%
Other (as described)	MEMBERSHIP EXPENSE	$36,400	-	-	-	0.5%
Other (as described)	PROPERTY TAX/LICENCES	$3,218	-	-	-	0.0%
Total		$6,905,320				100%

View the filing

2016 · Form 990 · $7,257,696 spent · pay $3,754,139 · grants $0 · events $1,018,930

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$2,144,530	-	-	-	29.5%
Pay: officers, directors, trustees, key employees		$1,253,246	-	-	-	17.3%
Conferences, conventions and meetings		$1,018,930	-	-	-	14.0%
Fees: lobbying		$517,385	-	-	-	7.1%
Fees: other services		$467,547	-	-	-	6.4%
Occupancy		$341,213	-	-	-	4.7%
Office expenses		$321,089	-	-	-	4.4%
Payroll taxes		$188,971	-	-	-	2.6%
Travel		$157,380	-	-	-	2.2%
Fees: legal		$151,276	-	-	-	2.1%
Depreciation and depletion		$122,974	-	-	-	1.7%
Fees: accounting		$116,534	-	-	-	1.6%
Other employee benefits		$114,206	-	-	-	1.6%
Advertising and promotion		$81,014	-	-	-	1.1%
Other (as described)	PROFESSIONAL DEVELOPMEN	$73,653	-	-	-	1.0%
Other (as described)	MEMBERSHIP EXPENSE	$67,797	-	-	-	0.9%
Pension plan contributions		$53,186	-	-	-	0.7%
Insurance		$36,028	-	-	-	0.5%
Information technology		$21,711	-	-	-	0.3%
Other (as described)	PROPERTY TAX/LICENCES	$9,026	-	-	-	0.1%
Total		$7,257,696				100%

View the filing

2015 · Form 990 · $6,586,913 spent · pay $3,589,467 · grants $0 · events $1,009,358

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,853,340	-	-	-	28.1%
Pay: officers, directors, trustees, key employees		$1,409,890	-	-	-	21.4%
Conferences, conventions and meetings		$1,009,358	-	-	-	15.3%
Occupancy		$341,609	-	-	-	5.2%
Fees: other services		$317,798	-	-	-	4.8%
Fees: lobbying		$302,086	-	-	-	4.6%
Office expenses		$228,113	-	-	-	3.5%
Payroll taxes		$179,675	-	-	-	2.7%
Depreciation and depletion		$145,782	-	-	-	2.2%
Other (as described)	MEMBERSHIP EXPENSE	$133,165	-	-	-	2.0%
Travel		$126,855	-	-	-	1.9%
Fees: accounting		$117,303	-	-	-	1.8%
Other employee benefits		$104,241	-	-	-	1.6%
Other (as described)	BANK/CREDIT CARD FEES	$86,972	-	-	-	1.3%
Other (as described)	PROFESSIONAL DEVELOPMEN	$53,969	-	-	-	0.8%
Advertising and promotion		$48,707	-	-	-	0.7%
Pension plan contributions		$42,321	-	-	-	0.6%
Information technology		$39,259	-	-	-	0.6%
Insurance		$32,242	-	-	-	0.5%
Other (as described)	SATELITE MEDIA TOUR	$13,750	-	-	-	0.2%
Fees: legal		$478	-	-	-	0.0%
Total		$6,586,913				100%

View the filing

2014 · Form 990 · $5,895,783 spent · pay $3,135,427 · grants $0 · events $1,062,688

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,449,313	-	-	-	24.6%
Pay: officers, directors, trustees, key employees		$1,377,532	-	-	-	23.4%
Conferences, conventions and meetings		$1,062,688	-	-	-	18.0%
Occupancy		$372,344	-	-	-	6.3%
Fees: other services		$341,410	-	-	-	5.8%
Office expenses		$178,415	-	-	-	3.0%
Payroll taxes		$151,368	-	-	-	2.6%
Travel		$148,444	-	-	-	2.5%
Depreciation and depletion		$142,109	-	-	-	2.4%
Other employee benefits		$118,063	-	-	-	2.0%
Fees: accounting		$110,018	-	-	-	1.9%
Other (as described)	MEMBERSHIP EXPENSE	$96,167	-	-	-	1.6%
Fees: lobbying		$77,460	-	-	-	1.3%
Other (as described)	BANK/CREDIT CARD FEES	$68,652	-	-	-	1.2%
Other (as described)	PROFESSIONAL DEVELOPMEN	$51,944	-	-	-	0.9%
Pension plan contributions		$39,151	-	-	-	0.7%
Advertising and promotion		$31,081	-	-	-	0.5%
Information technology		$25,119	-	-	-	0.4%
Insurance		$19,878	-	-	-	0.3%
Other (as described)	REPAIRS & MAINTENANCE	$18,916	-	-	-	0.3%
All other expenses		$13,749	-	-	-	0.2%
Fees: legal		$1,962	-	-	-	0.0%
Total		$5,895,783				100%

View the filing

2013 · Form 990 · $5,750,101 spent · pay $3,019,843 · grants $0 · events $892,654

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,544,846	-	-	-	26.9%
Pay: officers, directors, trustees, key employees		$1,134,993	-	-	-	19.7%
Conferences, conventions and meetings		$892,654	-	-	-	15.5%
Fees: other services		$473,930	-	-	-	8.2%
Occupancy		$367,371	-	-	-	6.4%
Office expenses		$273,790	-	-	-	4.8%
Fees: lobbying		$165,128	-	-	-	2.9%
Other employee benefits		$155,245	-	-	-	2.7%
Payroll taxes		$147,775	-	-	-	2.6%
Depreciation and depletion		$118,342	-	-	-	2.1%
Travel		$114,085	-	-	-	2.0%
Fees: accounting		$103,236	-	-	-	1.8%
Other (as described)	MEMBERSHIP EXPENSE	$72,882	-	-	-	1.3%
Pension plan contributions		$36,984	-	-	-	0.6%
Other (as described)	PROFESSIONAL DEVELOPMEN	$33,809	-	-	-	0.6%
All other expenses		$30,185	-	-	-	0.5%
Insurance		$29,851	-	-	-	0.5%
Other (as described)	SATELITE MEDIA TOUR	$18,325	-	-	-	0.3%
Information technology		$18,042	-	-	-	0.3%
Advertising and promotion		$10,110	-	-	-	0.2%
Fees: legal		$8,518	-	-	-	0.1%
Total		$5,750,101				100%

View the filing

2012 · Form 990 · $5,852,457 spent · pay $3,120,469 · grants $0 · events $971,268

Line	As described	Total	Program	Management	Fundraising	Share
Pay: officers, directors, trustees, key employees		$1,601,807	-	-	-	27.4%
Other salaries and wages		$1,203,940	-	-	-	20.6%
Conferences, conventions and meetings		$971,268	-	-	-	16.6%
Fees: other services		$599,023	-	-	-	10.2%
Occupancy		$365,121	-	-	-	6.2%
Office expenses		$254,628	-	-	-	4.4%
Other employee benefits		$153,254	-	-	-	2.6%
Payroll taxes		$141,164	-	-	-	2.4%
Fees: lobbying		$101,722	-	-	-	1.7%
Depreciation and depletion		$99,130	-	-	-	1.7%
Travel		$98,089	-	-	-	1.7%
Fees: accounting		$92,254	-	-	-	1.6%
Other (as described)	MEMBERSHIP EXPENSE	$52,316	-	-	-	0.9%
Other (as described)	PROFESSIONAL DEVELOPMEN	$31,781	-	-	-	0.5%
Insurance		$26,904	-	-	-	0.5%
Pension plan contributions		$20,304	-	-	-	0.3%
Information technology		$17,196	-	-	-	0.3%
Advertising and promotion		$12,406	-	-	-	0.2%
Fees: legal		$10,150	-	-	-	0.2%
Total		$5,852,457				100%

View the filing

2011 · Form 990 · $5,252,882 spent · pay $2,712,135 · grants $0 · events $950,836

Line	As described	Total	Program	Management	Fundraising	Share
Other salaries and wages		$1,512,130	-	-	-	28.8%
Pay: officers, directors, trustees, key employees		$993,057	-	-	-	18.9%
Conferences, conventions and meetings		$950,836	-	-	-	18.1%
Fees: other services		$475,904	-	-	-	9.1%
Occupancy		$359,009	-	-	-	6.8%
Office expenses		$208,905	-	-	-	4.0%
Payroll taxes		$115,189	-	-	-	2.2%
Depreciation and depletion		$105,360	-	-	-	2.0%
Fees: lobbying		$97,906	-	-	-	1.9%
Travel		$88,700	-	-	-	1.7%
Fees: accounting		$76,127	-	-	-	1.4%
Other employee benefits		$57,264	-	-	-	1.1%
Other (as described)	MEMBERSHIP EXPENSE	$47,085	-	-	-	0.9%
Other (as described)	PROFESSIONAL DEVELOPMEN	$44,776	-	-	-	0.9%
Pension plan contributions		$34,495	-	-	-	0.7%
Insurance		$27,330	-	-	-	0.5%
Information technology		$20,630	-	-	-	0.4%
Advertising and promotion		$19,855	-	-	-	0.4%
Fees: legal		$18,324	-	-	-	0.3%
Total		$5,252,882				100%

View the filing

Federal lobbying

Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.

Year	Spent	Reports
2026	$680,000	6
2025	$960,000	8
2024	$890,000	8
2023	$910,000	9
2022	$820,000	8
2021	$850,000	9
2020	$690,000	8
2019	$530,000	8
2018	$290,000	4
2017	$460,000	4
2016	$290,000	4
2015	$360,000	4
2014	$230,000	4
2013	$170,000	4
2012	$282,873	4
2011	$317,195	4
2010	$741,210	7
2009	$723,124	8
2008	$233,124	5
2007	$185,320	2
2006	$274,764	3
2005	$272,099	3
2004	$207,729	5

Issues: Retirement, Financial Institutions/Investments/Securities, Insurance, Taxation/Internal Revenue Code, Budget/Appropriations

Firms hired: INSURED RETIREMENT INSTITUTE, FORBES-TATE

Trademarks

10 US trademarks, 8 live.

Insured Retirement Institute, Inc. 10 marks, DC EXACT high confidence: identical full name and state

Mark	Serial	Filed	Status	Source
IRI	97039834	2021-09-22	Registered	TRTDXFAP, file of 2026-04-01
INSURED RETIREMENT INSTITUTE	97039683	2021-09-22	Registered	TRTDXFAP, file of 2026-04-01
INSURED RETIREMENT INSTITUTE	87882266	2018-04-18	Registered	TRTDXFAP, file of 2026-03-30
IRI INSURED RETIREMENT INSTITUTE	77904406	2010-01-04	Registered and renewed	TRTDXFAP, file of 2026-04-01
INSURED RETIREMENT INSTITUTE	77904273	2010-01-04	Registered and renewed	TRTDXFAP, file of 2026-04-01
THE ASSOCIATION FOR INSURED RETIREMENT SOLUTIONS	77975448	2006-11-29	Registration cancelled	TRCFECO2, file of 2024-03-27
THE ASSOCIATION FOR INSURED RETIREMENT SOLUTIONS	77053074	2006-11-29	Registration cancelled	TRCFECO2, file of 2024-03-27
NATIONAL RETIREMENT PLANNING WEEK	76456280	2002-10-02	Registration cancelled	TRTYRAP, file of 2026-04-03
NATIONAL RETIREMENT PLANNING COALITION	76456279	2002-10-02	Registration cancelled	TRTYRAP, file of 2026-04-03
RETIRE ON YOUR TERMS	76154816	2000-10-27	Registered and renewed	TRTDXFAP, file of 2026-04-01

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

INSURED RETIREMENT INSTITUTE INC

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