CREDIT RESEARCH FOUNDATION INC
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Cite this
Plain text CREDIT RESEARCH FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/credit-research-foundation-inc-135569334. Retrieved 2026-11-05.
APA furp.org. (n.d.). CREDIT RESEARCH FOUNDATION INC [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 5, 2026, from https://furp.org/org/credit-research-foundation-inc-135569334
MLA “CREDIT RESEARCH FOUNDATION INC.” furp.org, tax years 2010–2025, https://furp.org/org/credit-research-foundation-inc-135569334. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $1.6M · expenses $1.6M · assets $1.6M
- EIN
- 13-5569334
- Address
- 1812 BALTIMORE BLVD STE H, WESTMINSTER, MD 21157-7144
- Website
- CRFONLINE.ORG
- NTEE code
- W60 Financial Institutions (Public and Societal Benefit) published (IRS Business Master File, as W60M)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- March 1957 (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
THE FOUNDATION'S PRIMARY OBJECTIVE IS TO PROVIDE EDUCATION AND RESEARCH FOR TODAY'S CREDIT, ACCOUNTS RECEIVABLE AND CUSTOMER FINANCIAL SERVICE PROFESSIONALS. CRF PROMOTES LEADERSHIP AND PROVIDES LINKAGE BETWEEN PRACTICE AND EDUCATION, SERVING ITS DIVERSE MEMBERSHIP BY RECOGNIZING EXCELLENCE, PROMOTING THE EXCHANGE OF INFORMATION AND FOSTERING INTELLECTUAL DEVELOPMENT.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Cheryl Weaverling | CFO | 2014-2025 | $188,775 | $1,888,935 | 1 |
| Matt Skudera | PRESIDENT | 2022-2025 | $287,777 | $1,028,811 | 1 |
| William Balduino (former) | PRESIDENT 20 | 2014-2022 | $215,669 | $2,639,047 | 1 |
| Matthew Skudera (former) | VP RESEARCH | 2016-2021 | $260,524 | $1,516,772 | 1 |
| Lyle Wallis (former) | VP RESEARCH | 2010-2015 | $161,334 | $416,070 | 1 |
| W Terrence Callahan (former) | PRESIDENT | 2010 | $220,113 | $220,113 | 1 |
| Dale Mccormick (former) | TREASURER | 2010 | $98,255 | $98,255 | 1 |
| James Vanghel (former) | TREASURER | 2010 | $56,856 | $56,856 | 1 |
Officers and directors, no compensation reported
44 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 |
|---|---|---|---|---|---|
| Robert Anderson | CHAIRMAN | 2020-2025 | 1 | $0 reported | 1 |
| Chris Arrington | VICE CHAIR | 2023-2025 | 1 | $0 reported | 1 |
| Andrew Malueg | VICE CHAIR | 2023-2025 | 1 | $0 reported | 1 |
| Toni Marie-Mclean | TRUSTEE | 2023-2025 | 1 | $0 reported | 1 |
| Nancy Topich | TRUSTEE | 2024-2025 | 1 | $0 reported | 1 |
| Taylor Ricketts | PLATINUM PAR | 2025 | 1 | $0 reported | 1 |
| Conrad Ragan | VENDOR REP | 2025 | 1 | $0 reported | 1 |
| Paul Catalano (former) | PLATINUM PAR | 2016-2024 | 1 | $0 reported | 1 |
| Jackie Mulligan (former) | BOARD CHAIRP | 2016-2023 | 1 | $0 reported | 1 |
| Curtis Marshall (former) | VICE CHAIRPE | 2019-2023 | 1 | $0 reported | 1 |
| Shawna Arneson (former) | TRUSTEE | 2019-2023 | 1 | $0 reported | 1 |
| Dan Harvick (former) | TRUSTEE | 2020-2023 | 1 | $0 reported | 1 |
| Kurt Albright (former) | TRUSTEE | 2017-2022 | 1 | $0 reported | 1 |
| Rick Russell (former) | TRUSTEE | 2018-2022 | 1 | $0 reported | 1 |
| Michael Bevilacqua (former) | CHAIRMAN | 2010-2021 | 1 | $0 reported | 1 |
| Nancy Alfveby (former) | TRUSTEE | 2018-2020 | 10 | $0 reported | 1 |
| Peter Knox (former) | TRUSTEE | 2016-2020 | 10 | $0 reported | 1 |
| Marty Scaminaci (former) | PAST CHAIRMA | 2010-2019 | 10 | $0 reported | 1 |
| Frank Sebastian (former) | CHAIRMAN | 2010-2019 | 20 | $0 reported | 1 |
| Art Tuttle (former) | TRUSTEE | 2010-2018 | 0 | $0 reported | 1 |
| Dawn Burford (former) | VICE CHAIR M | 2018 | 0 | $0 reported | 1 |
| Sharon Nickerson (former) | CHAIRMAN | 2010-2017 | 0 | $0 reported | 1 |
| Dawn Buford (former) | TRUSTEE | 2016-2017 | 0 | $0 reported | 1 |
| Abigail Ledger (former) | TRUSTEE | 2017 | 0 | $0 reported | 1 |
| Kris Skupas (former) | TRUSTEE | 2010-2016 | 0 | $0 reported | 1 |
| Anna Mantel (former) | TRUSTEE | 2016 | 0 | $0 reported | 1 |
| Brad Boe (former) | PAST CHAIRMA | 2010-2015 | 0 | $0 reported | 1 |
| Kenneth Green (former) | TRUSTEE | 2014-2015 | 0 | $0 reported | 1 |
| Rob Hanus (former) | TRUSTEE | 2010-2015 | 0 | $0 reported | 1 |
| Richard Kulik (former) | TRUSTEE | 2014-2015 | 0 | $0 reported | 1 |
| Carsten Schmitz (former) | TRUSTEE | 2010-2015 | 0 | $0 reported | 1 |
| Mike Scott (former) | TRUSTEE | 2010-2015 | 0 | $0 reported | 1 |
| Virginia Soderman (former) | TRUSTEE | 2014-2015 | 0 | $0 reported | 1 |
| Doug Swafford (former) | TRUSTEE | 2010-2015 | 0 | $0 reported | 1 |
| William Weilemann (former) | TRUSTEE | 2014-2015 | 0 | $0 reported | 1 |
| Karren Salter (former) | CHAIRPERSON | 2010 | 0 | $0 reported | 1 |
| Michael Durant (former) | PAST CHAIRMAN | 2010 | 0 | $0 reported | 1 |
| Terry Faulkner (former) | VICE CHAIRPERSON, MEMBERSHIP | 2010 | 0 | $0 reported | 1 |
| Rob Olsen Cce (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
| J William Weilemann (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
| Richard Kulik Cce (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
| Virginia Soderman Cce (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
| Paul Clausen Cce Cicp (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
| Bill Balduino (former) | TRUSTEE | 2010 | 0 | $0 reported | 1 |
People by year
2025 · 9 people listed · 2 paid, $477K · 4 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATT SKUDERA | PRESIDENT | 40 | $274,577 | $0 | $13,200 | $287,777 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $180,615 | $0 | $8,160 | $188,775 | 1 |
| ROBERT ANDERSON | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS ARRINGTON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW MALUEG | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TONI MARIE-MCLEAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY TOPICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TAYLOR RICKETTS | PLATINUM PAR | 1 | $0 | $0 | $0 | $0 | 1 |
| CONRAD RAGAN | VENDOR REP | 1 | $0 | $0 | $0 | $0 | 1 |
2024 · 8 people listed · 2 paid, $419K · 5 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATT SKUDERA | PRESIDENT | 40 | $241,000 | $0 | $13,200 | $254,200 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $157,000 | $0 | $8,160 | $165,160 | 1 |
| ROBERT ANDERSON | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS ARRINGTON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | PLATINUM PAR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW MALUEG | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TONI MARIE-MCLEAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY TOPICH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 11 people listed · 2 paid, $357K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATT SKUDERA | PRESIDENT | 40 | $220,774 | $0 | $0 | $220,774 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $136,311 | $0 | $0 | $136,311 | 1 |
| JACKIE MULLIGAN | BOARD CHAIRP | 1 | $0 | $0 | $0 | $0 | 1 |
| CURTIS MARSHALL | VICE CHAIRPE | 1 | $0 | $0 | $0 | $0 | 1 |
| CHRIS ARRINGTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | PLATINUM PAR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAWNA ARNESON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN HARVICK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW MALUEG | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| TONI MARIE-MCLEAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 11 people listed · 3 paid, $656K · 7 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MATT SKUDERA | PRESIDENT 20 | 40 | $251,000 | $0 | $15,060 | $266,060 | 1 |
| WILLIAM BALDUINO | PRESIDENT 20 | 40 | $203,461 | $0 | $12,208 | $215,669 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $166,000 | $0 | $8,160 | $174,160 | 1 |
| JACKIE MULLIGAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KURT ALBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | PLATINUM PAR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAWNA ARNESON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN HARVICK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CURTIS MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK RUSSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 12 people listed · 3 paid, $730K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 35 | $270,374 | $0 | $26,585 | $296,959 | 1 |
| MATTHEW SKUDERA | VP RESEARCH | 40 | $247,804 | $0 | $12,720 | $260,524 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $163,357 | $0 | $8,857 | $172,214 | 1 |
| KURT ALBRIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SHAWNA ARNESON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN HARVICK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CURTIS MARSHALL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JACKIE MULLIGAN | VICE CHAIRME | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK RUSSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 14 people listed · 3 paid, $810K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 35 | $302,605 | $0 | $28,519 | $331,124 | 1 |
| MATTHEW SKUDERA | VP RESEARCH | 40 | $273,315 | $0 | $16,373 | $289,688 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $179,850 | $0 | $9,152 | $189,002 | 1 |
| KURT ALBRIGHT | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| NANCY ALFVEBY | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| ROBERT ANDERSON | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| SHAWNA ARNESON | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | CHAIRMAN | 20 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| DAN HARVICK | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| PETER KNOX | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| CURTIS MARSHALL | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| JACKIE MULLIGAN | VICE CHAIRME | 10 | $0 | $0 | $0 | $0 | 1 |
| RICK RUSSELL | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 3 paid, $760K · 5 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 35 | $290,374 | $0 | $28,339 | $318,713 | 1 |
| MATTHEW SKUDERA | VP RESEARCH | 40 | $252,815 | $0 | $15,143 | $267,958 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $164,358 | $0 | $8,553 | $172,911 | 1 |
| KURT ALBRIGHT | VICE CHAIR F | 10 | $0 | $0 | $0 | $0 | 1 |
| NANCY ALFVEBY | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| SHAWNA ARNESON | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | VICE CHAIR R | 10 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| PETER KNOX | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| CURTIS MARSHALL | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| JACKIE MULLIGAN | VICE CHAIRME | 10 | $0 | $0 | $0 | $0 | 1 |
| RICK RUSSELL | TRUSTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| MARTY SCAMINACI | PAST CHAIRMA | 10 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | CHAIRMAN | 20 | $0 | $0 | $0 | $0 | 1 |
2018 · 14 people listed · 3 paid, $766K · 5 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 50 | $299,567 | $0 | $29,454 | $329,021 | 1 |
| MATTHEW SKUDERA | VP RESEARCH | 40 | $239,145 | $0 | $26,066 | $265,211 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $163,743 | $0 | $8,368 | $172,111 | 1 |
| MARTY SCAMINACI | PAST CHAIRMA | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | VICE CHAIR R | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| ART TUTTLE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JACKIE MULLIGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER KNOX | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAWN BURFORD | VICE CHAIR M | 0 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KURT ALBRIGHT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| NANCY ALFVEBY | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICK RUSSELL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 14 people listed · 3 paid, $708K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 50 | $279,506 | $0 | $27,536 | $307,042 | 1 |
| MATTHEW SKUDERA | VP RESEARCH | 40 | $219,237 | $0 | $25,848 | $245,085 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $147,833 | $0 | $7,848 | $155,681 | 1 |
| MARTY SCAMINACI | PAST CHAIRMA | 0 | $0 | $0 | $0 | $0 | 1 |
| SHARON NICKERSON | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ART TUTTLE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JACKIE MULLIGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER KNOX | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAWN BUFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ABIGAIL LEDGER | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KURT ALBRIGHT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 14 people listed · 3 paid, $639K · 5 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 50 | $279,188 | $0 | $27,808 | $306,996 | 1 |
| MATTHEW SKUDERA | VP RESEARCH | 40 | $168,414 | $0 | $19,892 | $188,306 | 1 |
| CHERYL WEAVERLING | CFO | 40 | $136,477 | $0 | $7,397 | $143,874 | 1 |
| MARTY SCAMINACI | PAST CHAIRMA | 0 | $0 | $0 | $0 | $0 | 1 |
| SHARON NICKERSON | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KRIS SKUPAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ART TUTTLE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JACKIE MULLIGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PETER KNOX | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ANNA MANTEL | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DAWN BUFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAUL CATALANO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 18 people listed · 3 paid, $580K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 50 | $266,257 | $0 | $24,913 | $291,170 | 1 |
| LYLE WALLIS | VP RESEARCH | 40 | $151,923 | $0 | $9,411 | $161,334 | 1 |
| CHERYL WEAVERLING | TREASURER/SE | 40 | $120,639 | $0 | $6,757 | $127,396 | 1 |
| MARTY SCAMINACI | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD BOE | PAST CHAIRMA | 0 | $0 | $0 | $0 | $0 | 1 |
| SHARON NICKERSON | VICE CH - FI | 0 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GREEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB HANUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD KULIK | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CARSTEN SCHMITZ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE SCOTT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KRIS SKUPAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| VIRGINIA SODERMAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG SWAFFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ART TUTTLE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM WEILEMANN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 18 people listed · 3 paid, $469K · 6 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM BALDUINO | PRESIDENT | 50 | $211,366 | $0 | $30,987 | $242,353 | 1 |
| LYLE WALLIS | VP RESEARCH | 40 | $127,378 | $0 | $8,264 | $135,642 | 1 |
| CHERYL WEAVERLING | TREASURER/SE | 40 | $86,460 | $0 | $4,880 | $91,340 | 1 |
| MARTY SCAMINACI | CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD BOE | PAST CHAIRMA | 0 | $0 | $0 | $0 | $0 | 1 |
| SHARON NICKERSON | VICE CH - FI | 0 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GREEN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB HANUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD KULIK | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CARSTEN SCHMITZ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE SCOTT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KRIS SKUPAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| VIRGINIA SODERMAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG SWAFFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ART TUTTLE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM WEILEMANN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2010 · 24 people listed · 4 paid, $494K · 5 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| W TERRENCE CALLAHAN | PRESIDENT | 50 | $199,994 | $0 | $20,119 | $220,113 | 1 |
| LYLE P WALLIS | VICE PRESIDENT | 40 | $106,479 | $0 | $12,615 | $119,094 | 1 |
| DALE MCCORMICK | TREASURER | 0 | $0 | $89,736 | $8,519 | $98,255 | 1 |
| JAMES VANGHEL | TREASURER | 0 | $0 | $56,786 | $70 | $56,856 | 1 |
| KARREN SALTER | CHAIRPERSON | 0 | $0 | $0 | $0 | $0 | 1 |
| BRAD BOE | VICE CHAIRPERSON, FINANCE | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DURANT | PAST CHAIRMAN | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE SCOTT | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ART TUTTLE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL BEVILACQUA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| TERRY FAULKNER | VICE CHAIRPERSON, MEMBERSHIP | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB OLSEN CCE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| SHARON NICKERSON | VICE CHAIRPERSON, RESEARCH | 0 | $0 | $0 | $0 | $0 | 1 |
| DOUG SWAFFORD | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| KRIS SKUPAS MBA | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| J WILLIAM WEILEMANN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| FRANK SEBASTIAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| CARSTEN SCHMITZ | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| RICHARD KULIK CCE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| MARTY SCAMINACI | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| ROB HANUS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| VIRGINIA SODERMAN CCE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAUL CLAUSEN CCE CICP | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| BILL BALDUINO | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
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 |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $1,603,588 | $1,599,320 | $1,645,971 | $943,681 | $346,680 | $1,142,071 | $455,192 | 4 | - |
| 2024 · Form 990 | ||||||||
| $1,789,990 | $1,735,871 | $1,566,494 | $917,937 | $336,840 | $1,306,817 | $398,000 | 5 | - |
| 2023 · Form 990 | ||||||||
| $1,483,936 | $1,588,797 | $1,443,004 | $868,545 | $333,920 | $940,751 | $357,085 | 6 | - |
| 2022 · Form 990 | ||||||||
| $1,087,744 | $1,648,958 | $1,367,248 | $852,386 | $342,200 | $870,234 | $620,461 | 7 | - |
| 2021 · Form 990 | ||||||||
| $1,299,990 | $1,335,757 | $1,969,851 | $1,413,634 | $374,838 | $693,918 | $690,000 | 6 | - |
| 2020 · Form 990 | ||||||||
| $1,371,302 | $1,259,492 | $1,950,205 | $1,449,401 | $427,846 | $753,701 | $765,009 | 6 | - |
| 2019 · Form 990 | ||||||||
| $1,550,907 | $1,620,096 | $1,973,935 | $1,320,842 | $307,550 | $1,100,933 | $716,740 | 5 | - |
| 2018 · Form 990 | ||||||||
| $1,724,238 | $1,584,018 | $1,993,897 | $1,267,645 | $305,358 | $1,196,277 | $702,455 | 5 | - |
| 2017 · Form 990 | ||||||||
| $1,733,471 | $1,680,738 | $2,123,700 | $1,368,556 | $303,599 | $1,264,220 | $646,576 | 6 | - |
| 2016 · Form 990 | ||||||||
| $1,617,840 | $1,591,342 | $1,934,412 | $1,206,800 | $268,025 | $1,235,550 | $584,079 | 5 | - |
| 2015 · Form 990 | ||||||||
| $1,649,827 | $1,482,449 | $1,833,240 | $1,168,965 | $250,225 | $1,259,688 | $538,819 | 6 | - |
| 2014 · Form 990 | ||||||||
| $1,466,229 | $1,343,352 | $1,786,009 | $1,094,488 | $65,698 | $1,281,525 | $425,204 | 6 | - |
| 2010 · Form 990 | ||||||||
| $1,053,442 | $1,048,827 | $1,118,338 | $689,906 | $46,300 | $934,133 | $342,552 | 5 | 20 |
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
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 · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA | MD | W60 | $1,014,421 | $195,849 | Executive Director | $52,088 | Same NTEE code W60, revenue within 2x, same state |
| SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON | FL | W60 | $3,094,619 | $2,138,404 | Executive Director | $183,723 | Same NTEE code W60, revenue within 2x |
| NATIONAL BANKERS ASSOCIATION INC | DC | W60 | $2,356,113 | $2,039,247 | PRESIDENT & CEO | $522,811 | Same NTEE code W60, revenue within 2x |
| CALIFORNIA EDUCATION ASSISTANCE INC | CA | W60 | $1,668,223 | $1,616,266 | Chief Administrative Officer | $475,599 | Same NTEE code W60, revenue within 2x |
| RIVER GARDEN HOLDING COMPANY INC | FL | W60 | $1,980,660 | $1,611,945 | CHIEF EXECUTIVE OFFICER | $390,029 | Same NTEE code W60, revenue within 2x |
| NECOG DEVELOPMENT CORPORATION | SD | W60 | $882,522 | $168,455 | Chairperson | $700 | Same NTEE code W60, revenue within 2x |
| NIXYAAWII COMMUNITY FINANCIAL SERVICES | OR | W60 | $2,035,181 | $1,384,549 | Executive Dir. | $143,840 | Same NTEE code W60, revenue within 2x |
| MANZESKA OTA TSI PLACE TO BORROW MONEY | OK | W60 | $2,096,876 | $856,890 | EXECUTIVE DIRECTOR | $109,463 | Same NTEE code W60, revenue within 2x |
| UTAH MICROENTERPRISE LOAN FUND | UT | W60 | $1,742,892 | $858,590 | Executive Dir. | $161,477 | Same NTEE code W60, revenue within 2x |
| IMPACT CAPITAL | WA | W60 | $1,890,847 | $948,726 | EXECUTIVE DIRECTOR | $190,651 | Same NTEE code W60, revenue within 2x |
| C S B S EDUCATION FOUNDATION | DC | W60 | $4,704,572 | $4,770,794 | PRESIDENT AND CEO, SECRETARY | $939,303 | Same NTEE code W60, revenue within 5x |
| THE CATHERINE B REYNOLDS FOUNDATION INC | VA | W60 | $720,827 | $4,486,059 | CHAIRMAN OF THE BOARD & CE | $1,168,429 | Same NTEE code W60, revenue within 5x |
| BENEFICIAL STATE FOUNDATION | CA | W60 | $5,346,285 | $5,623,982 | EXEC DIR AND CHIEF IMPACT OFFICER | $226,226 | Same NTEE code W60, revenue within 5x |
| THIRD PARTY PAYMENT PROCESSORS ASSOCIATION LLC | DC | W60 | $545,607 | $516,295 | PRESIDENT | $169,200 | Same NTEE code W60, revenue within 5x |
| CONNECTICUT STUDENT LOAN FOUNDTION | CT | W60 | $3,501,033 | $3,104,925 | EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026 | $348,976 | Same NTEE code W60, revenue within 5x |
| AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS | IL | W60 | $5,894,187 | $5,777,543 | PRESIDENT | $207,443 | Same NTEE code W60, revenue within 5x |
| DELAWARE FINANCIAL EDUCATION ALLIAN | DE | W60 | $685,429 | $596,498 | FORMER PRESIDENT, CEO & TREASURER | $348,616 | Same NTEE code W60, revenue within 5x |
| FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | CA | W60 | $6,825,721 | $5,784,612 | President & CEO | $220,969 | Same NTEE code W60, revenue within 5x |
| CREDIT UNION OF ATLANTA | GA | W60 | $5,776,317 | $5,530,428 | CEO | $176,453 | Same NTEE code W60, revenue within 5x |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | CA | W60 | $3,389,390 | $2,951,827 | EXECUTIVE DIRECTOR | $319,261 | Same NTEE code W60, revenue within 5x |
| ECONOMIC JUSTICE FUND | CA | W60 | $605,619 | $576,879 | CEO | $215,421 | Same NTEE code W60, revenue within 5x |
| FRIENDS FIDUCIARY CORPORATION | PA | W60 | $7,266,468 | $6,830,548 | EXECUTIVE DIRECTOR | $345,315 | Same NTEE code W60, revenue within 5x |
| QUABOAG VALLEY BUSINESS ASSISTANCE CORPORATION | MA | W60 | $330,291 | $137,211 | PRESIDENT | $0 | Same NTEE code W60, revenue within 5x |
| 501 PROPERTY INC | TX | W60 | $7,072,711 | $145,470 | DIRECTOR | $0 | Same NTEE code W60, revenue within 5x |
| MELMAC EDUCATION FOUNDATION | ME | W60 | $4,316,099 | $2,326,118 | EXECUTIVE DIRECTOR | $191,361 | Same NTEE code W60, revenue within 5x |
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).
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 · $1,599,320 spent · pay $1,053,994 · grants $0 · events $10,636
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $455,192 | $341,394 | $113,798 | - | 28.5% | |
| Other (as described) | FORUM EXPENSES | $342,522 | $342,522 | - | - | 21.4% |
| Other employee benefits | $258,676 | $194,007 | $64,669 | - | 16.2% | |
| Other salaries and wages | $245,952 | $184,464 | $61,488 | - | 15.4% | |
| Payroll taxes | $54,419 | $40,814 | $13,605 | - | 3.4% | |
| Occupancy | $45,305 | $36,245 | $9,060 | - | 2.8% | |
| Pension plan contributions | $39,755 | $29,816 | $9,939 | - | 2.5% | |
| Other (as described) | FRAUD EXPENSES | $34,250 | - | $34,250 | - | 2.1% |
| Fees: other services | $32,749 | - | $32,749 | - | 2.0% | |
| Fees: accounting | $26,203 | - | $26,203 | - | 1.6% | |
| Information technology | $18,151 | $18,151 | - | - | 1.1% | |
| Advertising and promotion | $13,060 | $13,060 | - | - | 0.8% | |
| Other (as described) Event | EVENT EXPENSES | $10,636 | $10,636 | - | - | 0.7% |
| Office expenses | $6,601 | - | $6,601 | - | 0.4% | |
| Insurance | $6,152 | - | $6,152 | - | 0.4% | |
| Depreciation and depletion | $2,849 | $2,279 | $570 | - | 0.2% | |
| Fees: investment management | $2,315 | - | $2,315 | - | 0.1% | |
| Travel | $2,274 | $2,047 | $227 | - | 0.1% | |
| Interest | $1,796 | $1,437 | $359 | - | 0.1% | |
| Other (as described) | TAXES AND LICENSES | $463 | - | $463 | - | 0.0% |
| Total | $1,599,320 | 100% |
2024 · Form 990 · $1,735,871 spent · pay $999,780 · grants $0 · events $229,192
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $398,000 | $298,500 | $99,500 | - | 22.9% | |
| Other (as described) | FORUM EXPENSES | $366,806 | $366,806 | - | - | 21.1% |
| Other salaries and wages | $277,204 | $207,903 | $69,301 | - | 16.0% | |
| Other employee benefits | $233,759 | $175,319 | $58,440 | - | 13.5% | |
| Other (as described) Event | EVENT EXPENSES | $229,192 | $229,192 | - | - | 13.2% |
| Payroll taxes | $50,102 | $37,576 | $12,526 | - | 2.9% | |
| Occupancy | $44,458 | $35,567 | $8,891 | - | 2.6% | |
| Pension plan contributions | $40,715 | $30,536 | $10,179 | - | 2.3% | |
| Fees: other services | $23,874 | - | $23,874 | - | 1.4% | |
| Information technology | $19,524 | $19,524 | - | - | 1.1% | |
| Fees: accounting | $17,744 | - | $17,744 | - | 1.0% | |
| Advertising and promotion | $7,907 | $7,907 | - | - | 0.5% | |
| Insurance | $6,199 | - | $6,199 | - | 0.4% | |
| Office expenses | $5,558 | - | $5,558 | - | 0.3% | |
| Fees: investment management | $4,249 | - | $4,249 | - | 0.2% | |
| Travel | $4,096 | $3,686 | $410 | - | 0.2% | |
| Depreciation and depletion | $3,586 | $2,869 | $717 | - | 0.2% | |
| Interest | $2,447 | $1,958 | $489 | - | 0.1% | |
| Other (as described) | TAXES AND LICENSES | $451 | - | $451 | - | 0.0% |
| Total | $1,735,871 | 100% |
2023 · Form 990 · $1,588,797 spent · pay $1,084,959 · grants $0 · events $28,241
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $436,596 | $327,447 | $109,149 | - | 27.5% | |
| Pay: officers, directors, trustees, key employees | $357,085 | $267,813 | $89,272 | - | 22.5% | |
| Other (as described) | FORUM EXPENSES | $302,601 | $302,601 | - | - | 19.0% |
| Other employee benefits | $184,811 | $138,608 | $46,203 | - | 11.6% | |
| Payroll taxes | $58,532 | $43,899 | $14,633 | - | 3.7% | |
| Pension plan contributions | $47,935 | $35,951 | $11,984 | - | 3.0% | |
| Fees: accounting | $46,312 | - | $46,312 | - | 2.9% | |
| Other (as described) Event | EVENT EXPENSES | $28,241 | $28,241 | - | - | 1.8% |
| Occupancy | $27,650 | $22,121 | $5,529 | - | 1.7% | |
| Depreciation and depletion | $24,120 | $19,296 | $4,824 | - | 1.5% | |
| Fees: other services | $23,964 | - | $23,964 | - | 1.5% | |
| Information technology | $19,789 | $19,789 | - | - | 1.2% | |
| Office expenses | $10,578 | - | $10,578 | - | 0.7% | |
| Advertising and promotion | $7,990 | $7,990 | - | - | 0.5% | |
| Insurance | $6,838 | - | $6,838 | - | 0.4% | |
| Fees: investment management | $2,452 | - | $2,452 | - | 0.2% | |
| Interest | $2,287 | $1,830 | $457 | - | 0.1% | |
| Travel | $548 | $493 | $55 | - | 0.0% | |
| Other (as described) | TAXES AND LICENSES | $468 | - | $468 | - | 0.0% |
| Total | $1,588,797 | 100% |
2022 · Form 990 · $1,648,958 spent · pay $1,101,037 · grants $0 · events $26,774
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $620,461 | $465,346 | $155,115 | - | 37.6% | |
| Other (as described) | FORUM EXPENSES | $372,767 | $372,767 | - | - | 22.6% |
| Other salaries and wages | $233,193 | $174,895 | $58,298 | - | 14.1% | |
| Other employee benefits | $123,434 | $92,575 | $30,859 | - | 7.5% | |
| Payroll taxes | $70,410 | $52,807 | $17,603 | - | 4.3% | |
| Pension plan contributions | $53,539 | $40,154 | $13,385 | - | 3.2% | |
| Other (as described) Event | EVENT EXPENSES | $26,774 | $26,774 | - | - | 1.6% |
| Occupancy | $24,815 | $19,853 | $4,962 | - | 1.5% | |
| Depreciation and depletion | $21,881 | $17,505 | $4,376 | - | 1.3% | |
| Fees: other services | $21,195 | - | $21,195 | - | 1.3% | |
| Information technology | $18,926 | $18,926 | - | - | 1.1% | |
| Fees: accounting | $17,019 | - | $17,019 | - | 1.0% | |
| Fees: investment management | $13,098 | - | $13,098 | - | 0.8% | |
| Office expenses | $11,037 | - | $11,037 | - | 0.7% | |
| Advertising and promotion | $6,410 | $6,410 | - | - | 0.4% | |
| Insurance | $6,153 | - | $6,153 | - | 0.4% | |
| Travel | $3,927 | $3,534 | $393 | - | 0.2% | |
| Interest | $2,902 | $2,322 | $580 | - | 0.2% | |
| Other (as described) | TAXES AND LICENSES | $1,017 | - | $1,017 | - | 0.1% |
| Total | $1,648,958 | 100% |
2021 · Form 990 · $1,335,757 spent · pay $1,178,680 · grants $0 · events $500
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $690,000 | $503,600 | $186,400 | - | 51.7% | |
| Other salaries and wages | $261,000 | $214,000 | $47,000 | - | 19.5% | |
| Other employee benefits | $114,627 | $85,584 | $29,043 | - | 8.6% | |
| Payroll taxes | $62,597 | $48,353 | $14,244 | - | 4.7% | |
| Pension plan contributions | $50,456 | $37,864 | $12,592 | - | 3.8% | |
| Occupancy | $49,255 | $39,404 | $9,851 | - | 3.7% | |
| Other (as described) | BANK CHARGES | $17,338 | - | $17,338 | - | 1.3% |
| Fees: legal | $17,135 | - | $17,135 | - | 1.3% | |
| Fees: investment management | $14,064 | - | $14,064 | - | 1.1% | |
| Information technology | $13,595 | $13,595 | - | - | 1.0% | |
| Fees: accounting | $13,000 | - | $13,000 | - | 1.0% | |
| Other (as described) | ON LINE TRAINING EXPENSE | $8,087 | $8,087 | - | - | 0.6% |
| Other (as described) | READERSHIP COSTS NEWS | $6,998 | $6,998 | - | - | 0.5% |
| Office expenses | $6,233 | - | $6,233 | - | 0.5% | |
| Insurance | $5,689 | - | $5,689 | - | 0.4% | |
| Depreciation and depletion | $3,113 | $2,490 | $623 | - | 0.2% | |
| Travel | $1,040 | $936 | $104 | - | 0.1% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $736 | - | $736 | - | 0.1% |
| Conferences, conventions and meetings | $500 | $500 | - | - | 0.0% | |
| All other expenses | $294 | - | $294 | - | 0.0% | |
| Total | $1,335,757 | 100% |
2020 · Form 990 · $1,259,492 spent · pay $1,084,188 · grants $0 · events $2,508
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $765,009 | $558,625 | $206,384 | - | 60.7% | |
| Other salaries and wages | $141,195 | $138,833 | $2,362 | - | 11.2% | |
| Other employee benefits | $76,981 | $59,275 | $17,706 | - | 6.1% | |
| Payroll taxes | $51,731 | $39,833 | $11,898 | - | 4.1% | |
| Pension plan contributions | $49,272 | $37,939 | $11,333 | - | 3.9% | |
| Occupancy | $46,549 | $37,239 | $9,310 | - | 3.7% | |
| Other (as described) | BANK CHARGES | $21,165 | - | $21,165 | - | 1.7% |
| Fees: accounting | $17,758 | - | $17,758 | - | 1.4% | |
| Other (as described) | READERSHIP COSTS JOURNAL | $16,574 | $12,189 | $4,385 | - | 1.3% |
| Office expenses | $14,427 | $4,820 | $9,607 | - | 1.1% | |
| Fees: investment management | $13,386 | - | $13,386 | - | 1.1% | |
| Information technology | $12,916 | $12,916 | - | - | 1.0% | |
| Other (as described) | READERSHIP COSTS NEWS | $8,357 | $8,357 | - | - | 0.7% |
| Other (as described) | ON LINE TRAINING EXPENSE | $7,274 | $7,274 | - | - | 0.6% |
| Insurance | $6,431 | - | $6,431 | - | 0.5% | |
| All other expenses | $3,506 | $2,962 | $544 | - | 0.3% | |
| Depreciation and depletion | $3,325 | $2,660 | $665 | - | 0.3% | |
| Conferences, conventions and meetings | $2,508 | $2,508 | - | - | 0.2% | |
| Travel | $1,128 | $1,015 | $113 | - | 0.1% | |
| Total | $1,259,492 | 100% |
2019 · Form 990 · $1,620,096 spent · pay $1,086,732 · grants $0 · events $326,132
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $716,740 | $525,341 | $191,399 | - | 44.2% | |
| Conferences, conventions and meetings | $326,132 | $326,132 | - | - | 20.1% | |
| Other salaries and wages | $199,725 | $195,383 | $4,342 | - | 12.3% | |
| Other employee benefits | $71,881 | $57,505 | $14,376 | - | 4.4% | |
| Occupancy | $50,392 | $40,314 | $10,078 | - | 3.1% | |
| Pension plan contributions | $49,539 | $39,631 | $9,908 | - | 3.1% | |
| Payroll taxes | $48,847 | $39,078 | $9,769 | - | 3.0% | |
| Other (as described) | BANK CHARGES | $25,993 | - | $25,993 | - | 1.6% |
| Office expenses | $21,691 | $3,104 | $18,587 | - | 1.3% | |
| All other expenses | $16,684 | $15,653 | $1,031 | - | 1.0% | |
| Other (as described) | READERSHIP COSTS JOURNAL | $14,266 | $12,061 | $2,205 | - | 0.9% |
| Fees: accounting | $14,246 | - | $14,246 | - | 0.9% | |
| Other (as described) | ON LINE TRAINING EXPENSE | $13,182 | $13,182 | - | - | 0.8% |
| Information technology | $12,670 | $12,670 | - | - | 0.8% | |
| Other (as described) | EMPLOYEE TRANSITION | $11,527 | $11,527 | - | - | 0.7% |
| Travel | $8,788 | $7,909 | $879 | - | 0.5% | |
| Depreciation and depletion | $6,086 | $4,869 | $1,217 | - | 0.4% | |
| Fees: investment management | $6,041 | - | $6,041 | - | 0.4% | |
| Insurance | $5,666 | - | $5,666 | - | 0.3% | |
| Total | $1,620,096 | 100% |
2018 · Form 990 · $1,584,018 spent · pay $1,063,569 · grants $0 · events $299,348
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $702,455 | $511,547 | $190,908 | - | 44.3% | |
| Conferences, conventions and meetings | $299,348 | $299,348 | - | - | 18.9% | |
| Other salaries and wages | $188,603 | $184,263 | $4,340 | - | 11.9% | |
| Other employee benefits | $76,902 | $61,521 | $15,381 | - | 4.9% | |
| Occupancy | $52,545 | $42,036 | $10,509 | - | 3.3% | |
| Pension plan contributions | $48,992 | $39,193 | $9,799 | - | 3.1% | |
| Payroll taxes | $46,617 | $37,293 | $9,324 | - | 2.9% | |
| Other (as described) | BANK CHARGES | $26,211 | - | $26,211 | - | 1.7% |
| Office expenses | $25,480 | $6,276 | $19,204 | - | 1.6% | |
| Other (as described) | READERSHIP COSTS JOURNAL | $18,498 | $13,955 | $4,543 | - | 1.2% |
| Fees: accounting | $15,322 | - | $15,322 | - | 1.0% | |
| Fees: investment management | $14,385 | - | $14,385 | - | 0.9% | |
| Information technology | $13,941 | $13,941 | - | - | 0.9% | |
| Other (as described) | EMPLOYEE TRANSITION | $11,910 | $11,910 | - | - | 0.8% |
| Other (as described) | ON LINE TRAINING EXPENSE | $11,588 | $11,588 | - | - | 0.7% |
| Depreciation and depletion | $9,255 | $7,404 | $1,851 | - | 0.6% | |
| All other expenses | $8,256 | $7,245 | $1,011 | - | 0.5% | |
| Travel | $7,638 | $6,874 | $764 | - | 0.5% | |
| Insurance | $6,072 | - | $6,072 | - | 0.4% | |
| Total | $1,584,018 | 100% |
2017 · Form 990 · $1,680,738 spent · pay $1,086,416 · grants $0 · events $328,187
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $646,576 | $472,409 | $174,167 | - | 38.5% | |
| Conferences, conventions and meetings | $328,187 | $328,187 | - | - | 19.5% | |
| Other salaries and wages | $255,943 | $247,929 | $8,014 | - | 15.2% | |
| Other employee benefits | $85,836 | $68,669 | $17,167 | - | 5.1% | |
| Occupancy | $50,289 | $40,231 | $10,058 | - | 3.0% | |
| Payroll taxes | $49,833 | $39,866 | $9,967 | - | 3.0% | |
| Pension plan contributions | $48,228 | $38,583 | $9,645 | - | 2.9% | |
| Office expenses | $39,985 | $13,480 | $26,505 | - | 2.4% | |
| Other (as described) | READERSHIP COSTS NEWS | $28,570 | $28,570 | - | - | 1.7% |
| Other (as described) | BANK CHARGES | $26,882 | - | $26,882 | - | 1.6% |
| Other (as described) | READERSHIP COSTS JOURNAL | $20,263 | $18,105 | $2,158 | - | 1.2% |
| Other (as described) | ON LINE TRAINING EXPENSE | $18,765 | $18,765 | - | - | 1.1% |
| All other expenses | $17,558 | $16,076 | $1,482 | - | 1.0% | |
| Fees: accounting | $15,150 | - | $15,150 | - | 0.9% | |
| Fees: investment management | $12,619 | - | $12,619 | - | 0.8% | |
| Information technology | $12,438 | $12,438 | - | - | 0.7% | |
| Depreciation and depletion | $9,588 | $7,670 | $1,918 | - | 0.6% | |
| Travel | $7,802 | $7,022 | $780 | - | 0.5% | |
| Insurance | $6,226 | - | $6,226 | - | 0.4% | |
| Total | $1,680,738 | 100% |
2016 · Form 990 · $1,591,342 spent · pay $989,736 · grants $0 · events $364,526
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $584,079 | $419,060 | $165,019 | - | 36.7% | |
| Conferences, conventions and meetings | $364,526 | $364,526 | - | - | 22.9% | |
| Other salaries and wages | $241,481 | $224,464 | $17,017 | - | 15.2% | |
| Other employee benefits | $80,898 | $63,100 | $17,798 | - | 5.1% | |
| Occupancy | $49,598 | $39,678 | $9,920 | - | 3.1% | |
| Payroll taxes | $43,228 | $33,718 | $9,510 | - | 2.7% | |
| Pension plan contributions | $40,050 | $31,239 | $8,811 | - | 2.5% | |
| All other expenses | $33,253 | $32,327 | $926 | - | 2.1% | |
| Other (as described) | TRAINING AND WORKSHOP | $26,987 | $26,987 | - | - | 1.7% |
| Office expenses | $25,505 | - | $25,505 | - | 1.6% | |
| Other (as described) | BANK CHARGES | $23,291 | - | $23,291 | - | 1.5% |
| Other (as described) | READERSHIP COSTS JOURNAL | $17,946 | $15,588 | $2,358 | - | 1.1% |
| Other (as described) | PROGRAM RELATED IT SERVIC | $13,858 | $13,858 | - | - | 0.9% |
| Fees: accounting | $13,850 | - | $13,850 | - | 0.9% | |
| Fees: investment management | $8,911 | - | $8,911 | - | 0.6% | |
| Depreciation and depletion | $8,877 | $7,102 | $1,775 | - | 0.6% | |
| Travel | $8,865 | $7,979 | $886 | - | 0.6% | |
| Insurance | $6,139 | - | $6,139 | - | 0.4% | |
| Total | $1,591,342 | 100% |
2015 · Form 990 · $1,482,449 spent · pay $934,028 · grants $0 · events $292,482
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $538,819 | $389,056 | $149,763 | - | 36.3% | |
| Conferences, conventions and meetings | $292,482 | $292,482 | - | - | 19.7% | |
| Other salaries and wages | $214,090 | $200,975 | $13,115 | - | 14.4% | |
| Other employee benefits | $98,923 | $78,149 | $20,774 | - | 6.7% | |
| All other expenses | $58,777 | $52,433 | $6,344 | - | 4.0% | |
| Payroll taxes | $44,408 | $35,082 | $9,326 | - | 3.0% | |
| Occupancy | $40,220 | $32,176 | $8,044 | - | 2.7% | |
| Pension plan contributions | $37,788 | $30,230 | $7,558 | - | 2.5% | |
| Office expenses | $30,042 | - | $30,042 | - | 2.0% | |
| Other (as described) | ON LINE TRAINING EXPENSE | $27,890 | $27,890 | - | - | 1.9% |
| Other (as described) | BANK AND INVESTMENT CHARG | $25,898 | - | $25,898 | - | 1.7% |
| Other (as described) | PROGRAM RELATED IT SERVIC | $22,811 | $22,811 | - | - | 1.5% |
| Other (as described) | READERSHIP COSTS | $15,716 | $13,318 | $2,398 | - | 1.1% |
| Fees: accounting | $15,250 | - | $15,250 | - | 1.0% | |
| Depreciation and depletion | $7,615 | $6,092 | $1,523 | - | 0.5% | |
| Insurance | $5,936 | - | $5,936 | - | 0.4% | |
| Travel | $5,784 | $5,206 | $578 | - | 0.4% | |
| Total | $1,482,449 | 100% |
2014 · Form 990 · $1,343,352 spent · pay $830,585 · grants $0 · events $292,157
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $425,204 | $313,763 | $111,441 | - | 31.7% | |
| Conferences, conventions and meetings | $292,157 | $292,157 | - | - | 21.7% | |
| Other salaries and wages | $237,670 | $219,505 | $18,165 | - | 17.7% | |
| Other employee benefits | $93,043 | $74,434 | $18,609 | - | 6.9% | |
| Occupancy | $40,406 | $32,326 | $8,080 | - | 3.0% | |
| Payroll taxes | $39,971 | $31,976 | $7,995 | - | 3.0% | |
| Pension plan contributions | $34,697 | $27,757 | $6,940 | - | 2.6% | |
| All other expenses | $32,774 | $28,917 | $3,857 | - | 2.4% | |
| Other (as described) | ON LINE TRAINING EXPENSE | $30,631 | $30,631 | - | - | 2.3% |
| Other (as described) | BANK AND INVESTMENT CHARG | $23,522 | - | $23,522 | - | 1.8% |
| Office expenses | $20,715 | - | $20,715 | - | 1.5% | |
| Other (as described) | READERSHIP COSTS | $16,992 | $16,992 | - | - | 1.3% |
| Fees: accounting | $15,754 | - | $15,754 | - | 1.2% | |
| Other (as described) | PROGRAM RELATED IT SERVIC | $14,429 | $14,429 | - | - | 1.1% |
| Depreciation and depletion | $10,692 | $8,552 | $2,140 | - | 0.8% | |
| Travel | $9,501 | $8,551 | $950 | - | 0.7% | |
| Insurance | $5,194 | - | $5,194 | - | 0.4% | |
| Total | $1,343,352 | 100% |
2010 · Form 990 · $1,048,827 spent · pay $562,463 · grants $0 · events $253,554
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $342,552 | $328,850 | $6,851 | $6,851 | 32.7% | |
| Conferences, conventions and meetings | $253,554 | $253,554 | - | - | 24.2% | |
| Other salaries and wages | $149,738 | $143,748 | $2,995 | $2,995 | 14.3% | |
| Fees: management | $52,740 | - | $52,740 | - | 5.0% | |
| Other employee benefits | $38,908 | $37,352 | $778 | $778 | 3.7% | |
| Other (as described) | MISCELLANEOUS | $38,361 | $35,037 | $3,324 | - | 3.7% |
| Payroll taxes | $29,347 | $28,173 | $587 | $587 | 2.8% | |
| Office expenses | $28,154 | $25,339 | $2,815 | - | 2.7% | |
| Occupancy | $21,216 | $19,094 | $2,122 | - | 2.0% | |
| Information technology | $20,581 | $20,581 | - | - | 2.0% | |
| Other (as described) | PUBLICATION COSTS | $17,124 | $17,124 | - | - | 1.6% |
| Fees: accounting | $14,150 | - | $14,150 | - | 1.3% | |
| Other (as described) | JOURNAL | $13,368 | $13,368 | - | - | 1.3% |
| Travel | $10,146 | $9,131 | $1,015 | - | 1.0% | |
| Fees: other services | $7,204 | $7,204 | - | - | 0.7% | |
| Advertising and promotion | $5,014 | $4,513 | $501 | - | 0.5% | |
| Depreciation and depletion | $4,182 | $3,764 | $418 | - | 0.4% | |
| Pension plan contributions | $1,918 | $1,842 | $38 | $38 | 0.2% | |
| Other (as described) | TAXES | $570 | - | $570 | - | 0.1% |
| Total | $1,048,827 | 100% |
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 year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2021 | $0 | $0 | 1 |
| 2020 | $0 | $0 | 1 |
Largest awards · 0 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|
State business registration
- CREDIT RESEARCH FOUNDATION, INC. MD, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Trademarks
1 US trademark, 0 live.
- Credit Research Foundation 1 marks, MD FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| CRFONLINE CLASSROOM | 77678384 | 2009-02-25 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | CREDIT RESEARCH FOUNDATION, INC. | MD | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
Comments