FINRA INVESTOR EDUCATION FOUNDATION
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text FINRA INVESTOR EDUCATION FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/finra-investor-education-foundation-200863779. Retrieved 2026-11-03.
APA furp.org. (n.d.). FINRA INVESTOR EDUCATION FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/finra-investor-education-foundation-200863779
MLA “FINRA INVESTOR EDUCATION FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/finra-investor-education-foundation-200863779. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
No SEC Form D on file. What that means
2024 · Form 990 · revenue $8.9M · expenses $4.8M · assets $85.6M
- EIN
- 20-0863779
- Address
- 9509 KEY WEST AVENUE, ROCKVILLE, MD 20850-0000
- Website
- WWW.FINRAFOUNDATION.ORG
- NTEE code
- S20
- Exempt type
- 501(c)(4): social welfare (corporation)
- Ruling date
- September 2004 (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 IS TO EMPOWER AMERICANS WITH THE KNOWLEDGE, SKILLS AND TOOLS TO MAKE SOUND FINANCIAL DECISIONS THROUGHOUT LIFE.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
15 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 |
|---|---|---|---|---|---|
| Robert W Cook | Chairperson, THRU 2/11/24, Ex Officio Board Member | 2016-2024 | $4,102,800 | $27,931,940 | 3 |
| Geraldine M Walsh | President | 2011-2024 | $670,245 | $9,202,124 | 1 |
| Eileen M Famiglietti | Treasurer | 2010-2024 | $590,378 | $8,411,326 | 2 |
| Jennifer P Mitchell | Corporate Secretary | 2013-2024 | $546,217 | $5,397,258 | 1 |
| Jonathan S Sokobin | CHAIRPERSON - AS OF 2/12/24 | 2024 | $1,132,530 | $1,132,530 | 3 |
| Peggy Ho | BOARD MEMBER | 2022-2024 | $101,468 | $302,334 | 2 |
| John W Thiel | Board Member | 2018-2024 | $40,000 | $231,161 | 2 |
| Richard G Ketchum (former) | CHAIRMAN (thru 8/14/16) | 2010-2016 | $2,765,809 | $19,605,580 | 4 |
| Marcia E Asquith Fmr (former) | CORPORATE SECRETARY | 2015-2018 | $900,048 | $3,240,032 | 1 |
| Marcia E Asquith (former) | SECRETARY (FORMER) | 2010-2014 | $654,413 | $3,178,963 | 4 |
| Richard G Ketchum Fmr (former) | CHAIRMAN | 2017 | $941,150 | $941,150 | 3 |
| John M Gannon (former) | PRESIDENT (PART-YR) | 2010-2011 | $392,927 | $905,192 | 1 |
| Elisse B Walter (former) | Board Member | 2016-2020 | $76,308 | $445,664 | 4 |
| Camille M Busette (former) | Board Member | 2016-2021 | $95,972 | $232,303 | 2 |
| Robert W Scully (former) | BOARD MEMBER (THRU 5/6/16) | 2015-2016 | $40,363 | $120,772 | 2 |
Officers and directors, no compensation reported
17 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Ellen Frawley | BOARD MEMBER - AS OF 1/08/24 | 2024 | 1 | $0 reported | 1 |
| Gwen Weithaus | BOARD MEMBER - AS OF 5/21/24 | 2024 | 1 | $0 reported | 1 |
| Jason Fichtner | BOARD MEMBER - AS OF 1/08/24 | 2024 | 1 | $0 reported | 1 |
| Menekse Gencer | BOARD MEMBER | 2022-2024 | 1 | $0 reported | 1 |
| Paul Roye | BOARD MEMBER - AS OF 1/08/24 | 2024 | 1 | $0 reported | 1 |
| Laura Fisher (former) | Board Member | 2018-2023 | 1 | $0 reported | 1 |
| Mari J Buechner (former) | Board Member | 2018-2023 | 1 | $0 reported | 1 |
| T Grant Callery (former) | Board Member | 2016-2021 | 1 | $0 reported | 4 |
| Jayne W Barnard (former) | Board Member | 2014-2019 | 1 | $0 reported | 1 |
| John T Dooley (former) | BOARD MEMBER | 2012-2017 | 1 | $0 reported | 1 |
| G Donald Steel (former) | BOARD MEMBER | 2012-2017 | 1 | $0 reported | 1 |
| Idalia P Fernandez (former) | BOARD MEMBER | 2010-2015 | 1 | $0 reported | 1 |
| Sharon P Smith (former) | BOARD MEMBER | 2010-2015 | 1 | $0 reported | 1 |
| Jane W Barnard (former) | BOARD MEMBER | 2012-2013 | 1 | $0 reported | 1 |
| Bonnie G Hill (former) | BOARD MEMBER | 2010-2011 | 1 | $0 reported | 1 |
| David W Hunter (former) | BOARD MEMBER | 2010-2011 | 1 | $0 reported | 1 |
| Dallas L Salisbury (former) | BOARD MEMBER | 2010-2011 | 1 | $0 reported | 1 |
People by year
2024 · 12 people listed · 7 paid, $7.2M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert W Cook | Chairperson, THRU 2/11/24, Ex Officio Board Member | 1 | $0 | $3,472,973 | $629,827 | $4,102,800 | 3 |
| Jonathan S Sokobin | CHAIRPERSON - AS OF 2/12/24 | 1 | $0 | $1,024,187 | $108,343 | $1,132,530 | 3 |
| Geraldine M Walsh | President | 48 | $0 | $577,756 | $92,489 | $670,245 | 1 |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $500,953 | $89,425 | $590,378 | 2 |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $487,991 | $58,226 | $546,217 | 1 |
| PEGGY HO | BOARD MEMBER | 2 | $0 | $101,468 | $0 | $101,468 | 2 |
| John W Thiel | Board Member | 0 | $0 | $40,000 | $0 | $40,000 | 2 |
| ELLEN FRAWLEY | BOARD MEMBER - AS OF 1/08/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| Gwen Weithaus | BOARD MEMBER - AS OF 5/21/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| JASON FICHTNER | BOARD MEMBER - AS OF 1/08/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| MENEKSE GENCER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL ROYE | BOARD MEMBER - AS OF 1/08/24 | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 9 people listed · 6 paid, $6.0M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert W Cook | Chairman | 1 | $0 | $3,243,336 | $595,811 | $3,839,147 | 3 |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $550,638 | $168,612 | $719,250 | 2 |
| Geraldine M Walsh | President | 48 | $0 | $582,234 | $125,303 | $707,537 | 1 |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $487,158 | $105,514 | $592,672 | 1 |
| PEGGY HO | BOARD MEMBER | 1 | $0 | $100,179 | $0 | $100,179 | 2 |
| John W Thiel | Board Member | 1 | $0 | $40,000 | $0 | $40,000 | 2 |
| Laura Fisher | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mari J Buechner | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| MENEKSE GENCER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 9 people listed · 6 paid, $6.3M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert W Cook | Chairman | 1 | $0 | $4,062,829 | $213,888 | $4,276,717 | 3 |
| Geraldine M Walsh | President | 48 | $0 | $735,700 | $51,263 | $786,963 | 1 |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $468,407 | $74,199 | $542,606 | 2 |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $461,509 | $75,427 | $536,936 | 1 |
| PEGGY HO | BOARD MEMBER - AS OF 5/24 | 1 | $0 | $100,687 | $0 | $100,687 | 2 |
| John W Thiel | Board Member | 1 | $0 | $40,000 | $0 | $40,000 | 2 |
| Laura Fisher | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mari J Buechner | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| MENEKSE GENCER | BOARD MEMBER - AS OF 4/12 | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 9 people listed · 6 paid, $6.1M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert W Cook | Chairman | 1 | $0 | $3,753,882 | $417,314 | $4,171,196 | 3 |
| Geraldine M Walsh | President | 48 | $0 | $579,775 | $89,195 | $668,970 | 1 |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $442,461 | $136,741 | $579,202 | 2 |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $446,236 | $77,248 | $523,484 | 1 |
| Camille M Busette | Board Member | 1 | $0 | $95,972 | $0 | $95,972 | 2 |
| John W Thiel | Board Member | 1 | $0 | $40,545 | $0 | $40,545 | 2 |
| Laura Fisher | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mari J Buechner | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| T Grant Callery | Board Member | 1 | $0 | $0 | $0 | $0 | 4 |
2020 · 10 people listed · 7 paid, $5.5M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert W Cook | Chairman | 1 | $0 | $2,546,014 | $573,549 | $3,119,563 | 3 |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $495,027 | $310,722 | $805,749 | 2 |
| Geraldine M Walsh | President | 48 | $0 | $581,082 | $168,703 | $749,785 | 1 |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $427,631 | $171,254 | $598,885 | 1 |
| Camille M Busette | Board Member | 1 | $0 | $90,624 | $0 | $90,624 | 2 |
| Elisse B Walter | Board Member | 0 | $0 | $76,308 | $0 | $76,308 | 4 |
| John W Thiel | Board Member | 1 | $0 | $25,616 | $0 | $25,616 | 2 |
| Laura Fisher | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mari J Buechner | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| T Grant Callery | Board Member | 1 | $0 | $0 | $0 | $0 | 4 |
2019 · 11 people listed · 7 paid, $6.0M · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert W Cook | Chairman | 1 | $0 | $3,394,843 | $253,467 | $3,648,310 | 3 |
| Geraldine M Walsh | President | 48 | $0 | $699,542 | $145,133 | $844,675 | 1 |
| Eileen M Famiglietti | Treasurer | 6 | $0 | $400,094 | $351,123 | $751,217 | 2 |
| Jennifer P Mitchell | Corporate Secretary | 3 | $0 | $375,700 | $190,471 | $566,171 | 1 |
| Elisse B Walter | Board Member | 1 | $0 | $101,160 | $0 | $101,160 | 4 |
| Camille M Busette | Board Member | 1 | $0 | $45,707 | $0 | $45,707 | 2 |
| John W Thiel | Board Member | 1 | $0 | $25,000 | $0 | $25,000 | 2 |
| Jayne W Barnard | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Laura Fisher | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| Mari J Buechner | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
| T Grant Callery | Board Member | 1 | $0 | $0 | $0 | $0 | 4 |
2018 · 12 people listed · 7 paid, $5.4M · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT W COOK | CHAIRMAN | 1 | $0 | $2,358,157 | $522,215 | $2,880,372 | 3 |
| MARCIA E ASQUITH FMR | CORPORATE SECRETARY | 0 | $0 | $750,633 | $149,415 | $900,048 | 1 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $521,247 | $103,321 | $624,568 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 6 | $0 | $390,808 | $76,820 | $467,628 | 2 |
| JENNIFER P MITCHELL | CORPORATE SECRETARY | 3 | $0 | $329,399 | $81,213 | $410,612 | 1 |
| ELISSE B WALTER | BOARD MEMBER | 3 | $0 | $91,530 | $0 | $91,530 | 4 |
| JOHN W THIEL | BOARD MEMBER - AS OF 2/13/18 | 1 | $0 | $20,000 | $0 | $20,000 | 2 |
| JAYNE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARI J BUECHNER | BOARD MEMBER - AS OF 2/13/18 | 1 | $0 | $0 | $0 | $0 | 1 |
| CAMILLE M BUSETTE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| T GRANT CALLERY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| LAURA FISHER | BOARD MEMBER - AS OF 2/13/18 | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · 7 paid, $4.9M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROBERT W COOK | CHAIRMAN | 1 | $0 | $1,008,615 | $442,908 | $1,451,523 | 3 |
| RICHARD G KETCHUM FMR | CHAIRMAN | 0 | $0 | $937,500 | $3,650 | $941,150 | 3 |
| MARCIA E ASQUITH FMR | CORPORATE SECRETARY | 0 | $0 | $703,414 | $137,476 | $840,890 | 1 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $544,793 | $97,211 | $642,004 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 6 | $0 | $456,309 | $104,238 | $560,547 | 2 |
| JENNIFER P MITCHELL | CORPORATE SECRETARY | 3 | $0 | $314,087 | $88,099 | $402,186 | 1 |
| ELISSE B WALTER | BOARD MEMBER | 3 | $0 | $88,691 | $0 | $88,691 | 4 |
| JAYNE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CAMILLE M BUSETTE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| T GRANT CALLERY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN T DOOLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| G DONALD STEEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 13 people listed · 8 paid, $5.8M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN (thru 8/14/16) | 1 | $0 | $2,679,262 | $86,547 | $2,765,809 | 4 |
| MARCIA E ASQUITH FMR | CORPORATE SECRETARY | 0 | $0 | $738,994 | $83,536 | $822,530 | 1 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $697,225 | $64,573 | $761,798 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 6 | $0 | $417,246 | $102,708 | $519,954 | 2 |
| ROBERT W COOK | CHAIRMAN | 1 | $0 | $348,888 | $93,424 | $442,312 | 3 |
| JENNIFER P MITCHELL | CORPORATE SECRETARY | 3 | $0 | $276,482 | $78,255 | $354,737 | 1 |
| ELISSE B WALTER | BOARD MEMBER | 3 | $0 | $87,975 | $0 | $87,975 | 4 |
| ROBERT W SCULLY | BOARD MEMBER (THRU 5/6/16) | 1 | $0 | $40,363 | $0 | $40,363 | 2 |
| JAYNE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| CAMILLE M BUSETTE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| T GRANT CALLERY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| JOHN T DOOLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| G DONALD STEEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 11 people listed · 6 paid, $5.1M · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN | 1 | $0 | $2,821,159 | $92,784 | $2,913,943 | 4 |
| MARCIA E ASQUITH FMR | CORPORATE SECRETARY | 0 | $0 | $564,157 | $112,407 | $676,564 | 1 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $528,479 | $99,364 | $627,843 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 6 | $0 | $399,890 | $84,992 | $484,882 | 2 |
| JENNIFER P MITCHELL | CORPORATE SECRETARY | 3 | $0 | $248,757 | $59,759 | $308,516 | 1 |
| ROBERT W SCULLY | BOARD MEMBER | 1 | $0 | $80,409 | $0 | $80,409 | 2 |
| JAYNE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN T DOOLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| IDALIA P FERNANDEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON P SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| G DONALD STEEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 10 people listed · 5 paid, $4.9M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN | 1 | $0 | $2,812,798 | $81,030 | $2,893,828 | 4 |
| MARCIA E ASQUITH | SECRETARY (FORMER) | 0 | $0 | $552,315 | $102,098 | $654,413 | 4 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $517,596 | $90,603 | $608,199 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 5 | $0 | $427,045 | $65,675 | $492,720 | 2 |
| JENNIFER P MITCHELL | SECRETARY | 3 | $0 | $254,678 | $42,604 | $297,282 | 1 |
| JAYNE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN T DOOLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| IDALIA P FERNANDEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON P SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| G DONALD STEEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 10 people listed · 5 paid, $4.6M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN | 1 | $0 | $2,551,022 | $72,734 | $2,623,756 | 4 |
| MARCIA E ASQUITH | SECRETARY - PART-YR | 3 | $0 | $660,938 | $58,263 | $719,201 | 4 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $537,925 | $47,697 | $585,622 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 5 | $0 | $378,023 | $76,039 | $454,062 | 2 |
| JENNIFER P MITCHELL | SECRETARY - PART YR | 3 | $0 | $226,071 | $33,489 | $259,560 | 1 |
| JANE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN T DOOLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| IDALIA P FERNANDEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON P SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| G DONALD STEEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 9 people listed · 4 paid, $4.2M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN | 1 | $0 | $2,555,454 | $74,252 | $2,629,706 | 4 |
| MARCIA E ASQUITH | SECRETARY | 3 | $0 | $500,175 | $88,972 | $589,147 | 4 |
| GERALDINE M WALSH | PRESIDENT | 48 | $0 | $439,637 | $51,452 | $491,089 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 5 | $0 | $375,093 | $68,626 | $443,719 | 2 |
| JANE W BARNARD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN T DOOLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| IDALIA P FERNANDEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON P SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| G DONALD STEEL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 10 people listed · 5 paid, $5.1M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN | 1 | $0 | $3,099,986 | $69,198 | $3,169,184 | 4 |
| MARCIA E ASQUITH | SECRETARY | 2 | $0 | $471,649 | $104,985 | $576,634 | 4 |
| EILEEN M FAMIGLIETTI | TREASURER | 5 | $0 | $487,695 | $50,381 | $538,076 | 2 |
| GERALDINE M WALSH | PRESIDENT (PART-YR) | 32 | $0 | $383,482 | $49,344 | $432,826 | 1 |
| JOHN M GANNON | PRESIDENT (PART-YR) | 32 | $0 | $330,161 | $62,766 | $392,927 | 1 |
| IDALIA P FERNANDEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BONNIE G HILL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID W HUNTER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DALLAS L SALISBURY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON P SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 9 people listed · 4 paid, $4.2M · 0 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD G KETCHUM | CHAIRMAN | 1 | $0 | $2,260,346 | $349,008 | $2,609,354 | 4 |
| MARCIA E ASQUITH | SECRETARY | 2 | $0 | $588,243 | $51,325 | $639,568 | 4 |
| JOHN M GANNON | PRESIDENT | 32 | $0 | $432,423 | $79,842 | $512,265 | 1 |
| EILEEN M FAMIGLIETTI | TREASURER | 5 | $0 | $371,736 | $89,600 | $461,336 | 2 |
| IDALIA P FERNANDEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| BONNIE G HILL | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID W HUNTER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| DALLAS L SALISBURY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARON P SMITH | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $876,337 |
| ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION | WESTERVILLE, OH | SEE SCHEDULE O | $400,245 |
| MERIDIAN INSIGHTS PARTNERS LLC | NEW YORK, NY | SEE SCHEDULE O | $276,035 |
| GIRL SCOUTS OF THE USA | NEW YORK, NY | SEE SCHEDULE O | $275,000 |
| CYBERCRIME SUPPORT NETWORK | PHOENIX, AZ | SEE SCHEDULE O | $170,000 |
2023 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION | WESTERVILLE, OH | SEE SCHEDULE O | $411,761 |
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $400,000 |
| GIRL SCOUTS OF THE USA | NEW YORK, NY | SEE SCHEDULE O | $377,000 |
| FGS GLOBAL LLC | NEW YORK, NY | SEE SCHEDULE O | $374,750 |
| AARP | LAKEWOOD, CA | SEE SCHEDULE O | $162,500 |
2022 · 5 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION | WESTERVILLE, OH | SEE SCHEDULE O | $352,868 |
| GIRL SCOUTS OF THE USA | NEW YORK, NY | SEE SCHEDULE O | $350,000 |
| SARD VERBINNEN & CO LLC | NEW YORK, NY | SEE SCHEDULE O | $200,000 |
| CYBERCRIME SUPPORT NETWORK | PHOENIX, AZ | SEE SCHEDULE O | $185,000 |
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $175,614 |
2021 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION | WESTERVILLE, OH | SEE SCHEDULE O | $410,577 |
| SARD VERBINNEN & CO | NEW YORK, NY | SEE SCHEDULE O | $315,000 |
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $291,945 |
| NATIONAL OPINION RESEARCH CENTER | DETROIT, MI | SEE SCHEDULE O | $188,000 |
| AARP | WASHINGTON, DC | SEE SCHEDULE O | $150,000 |
2020 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $730,000 |
| ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION | WESTERVILLE, OH | SEE SCHEDULE O | $483,761 |
| AARP | WASHINGTON, DC | SEE SCHEDULE O | $235,000 |
| EARN INC | SAN FRANCISCO, CA | SEE SCHEDULE O | $162,000 |
| CRUSADERS FOR CHANGE LLC | ODENTON, MD | SEE SCHEDULE O | $140,635 |
2019 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $500,000 |
| ASSOCIATION FOR FINANCIAL COUNSELING AND PLANNING EDUCATION | WESTERVILLE, OH | SEE SCHEDULE O | $474,499 |
| AARP FOUNDATION | WASHINGTON, DC | SEE SCHEDULE O | $190,000 |
| CRUSADERS FOR CHANGE LLC | ODENTON, MD | SEE SCHEDULE O | $151,954 |
| NATIONAL CENTER FOR VICTIMS OF CRIME | WASHINGTON, DC | SEE SCHEDULE O | $105,000 |
2018 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $500,000 |
| ASSOCIATION FOR FINANCIAL COUNSELIN | WESTERVILLE, OH | SEE SCHEDULE O | $275,000 |
| APPLIED RESEARCH CONSULTING | NEW YORK, NY | SEE SCHEDULE O | $215,000 |
| AARP FOUNDATION | WASHINGTON, DC | SEE SCHEDULE O | $215,000 |
| NATIONAL CENTER FOR VICTIMS OF CRIM | WASHINGTON, DC | SEE SCHEDULE O | $145,000 |
2017 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $440,000 |
| ASSOCIATION FOR FINANCIAL COUNSELIN | WESTERVILLE, OH | SEE SCHEDULE O | $330,149 |
| UNITED WAY WORLDWIDE | BALTIMORE, MD | SEE SCHEDULE O | $236,353 |
| AARP FOUNDATION | WASHINGTON, DC | SEE SCHEDULE O | $220,000 |
| NATIONAL CENTER FOR VICTIMS OF CRIM | WASHINGTON, DC | SEE SCHEDULE O | $130,000 |
2016 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| AMERICAN LIBRARY ASSOCIATION | CHICAGO, IL | SEE SCHEDULE O | $530,000 |
| APPLIED RESEARCH CONSULTING | LONG ISLAND CITY, NY | SEE SCHEDULE O | $453,901 |
| UNITED WAY WORLDWIDE | BALTIMORE, MD | SEE SCHEDULE O | $432,100 |
| AARP FOUNDATION | WASHINGTON, DC | SEE SCHEDULE O | $230,308 |
| ASSOCIATION FOR FINANCIAL COUNSELIN | WESTERVILLE, OH | SEE SCHEDULE O | $165,880 |
2015 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | BOSTON, MA | SEE SCHEDULE O | $765,439 |
| HOUGHTON MIFFLIN HARCOURT | NEW YORK, NY | SEE SCHEDULE O | $475,133 |
| FAIR ISAAC CORPORATION | SAN DIEGO, CA | SEE SCHEDULE O | $318,025 |
| BBB INSTITUTE FOR MARKETPLACE TRUST | ARLINGTON, VA | SEE SCHEDULE O | $300,000 |
| APPLIED RESEARCH CONSULTING | NEW YORK, NY | SEE SCHEDULE O | $245,000 |
2014 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | BOSTON, MA | SEE SCHEDULE O | $717,152 |
| HOUGHTON MIFFLIN HARCOURTCHANNEL O | NEW YORK, NY | SEE SCHEDULE O | $658,233 |
| FAIR ISAAC CORPORATION | SAN DIEGO, CA | SEE SCHEDULE O | $434,073 |
| ASSOCIATION FOR FINANCIAL COUNSELIN | ALEXANDRIA, VA | SEE SCHEDULE O | $433,463 |
| BBB INSTITUTE FOR MARKETPLACE TRUST | ARLINGTON, VA | SEE SCHEDULE O | $400,500 |
2013 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | SEE SCHEDULE O | $1,764,747 | |
| CHANNEL ONE LLC | SEE SCHEDULE O | $625,753 | |
| BBB INSTITUTE FOR MARKETPLACE TRUST | SEE SCHEDULE O | $540,000 | |
| NATIONAL CRIME PREVENTION COUNCIL | SEE SCHEDULE O | $404,394 | |
| FAIR ISAAC CORPORATION | SEE SCHEDULE O | $400,019 |
2012 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | BOSTON, MA | SEE SCHEDULE O | $2,924,560 |
| CHANNEL ONE LLC | NEW YORK, NY | SEE SCHEDULE O | $624,976 |
| FAIR ISAAC CORPORATION | SAN DIEGO, CA | SEE SCHEDULE O | $548,330 |
| BBB INSTITUTE FOR MARKETPLACE TRUST | ARLINGTON, VA | SEE SCHEDULE O | $435,000 |
| APPLIED RESEARCH CONSULTING | NEW YORK, NY | SEE SCHEDULE O | $377,835 |
2011 · 5 contractors · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | BOSTON, MA | SEE SCHEDULE O | $2,956,121 |
| CHANNEL ONE LLC | NEW YORK, NY | SEE SCHEDULE O | $636,168 |
| US EXPRESS FREIGHT SYSTEMS | LARGO, MD | SEE SCHEDULE O | $377,407 |
| APPLIED RESEARCH CONSULTING | NEW YORK, NY | SEE SCHEDULE O | $254,448 |
| PHEONIX LITHOGRAPHING | PHILADELPHIA, PA | SEE SCHEDULE O | $172,166 |
2010 · 5 contractors · $5.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| GMMB INC | BOSTON, MA | SEE SCHEDULE O | $3,594,475 |
| CHANNEL ONE LLC | NEW YORK, NY | SEE SCHEDULE O | $640,042 |
| US EXPRESS FREIGHT SYSTEMS | LARGO, MD | SEE SCHEDULE O | $270,531 |
| PHOENIX LIGHOGRAPHING | PHILADELPHIA, PA | SEE SCHEDULE O | $268,996 |
| APPLIED RESEARCH CONSULTING LLC | NEW YORK, NY | SEE SCHEDULE O | $193,613 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 10 grants to organizations · $258K
Listed grants add up to $258,231; the return's “grants paid” expense line says $537,145. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 18 grants to organizations · $409K
Listed grants add up to $408,626; the return's “grants paid” expense line says $456,441. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 20 grants to organizations · $447K
Listed grants add up to $446,862; the return's “grants paid” expense line says $557,298. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 9 grants to organizations · $224K
Listed grants add up to $224,119; the return's “grants paid” expense line says $308,323. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 5 grants to organizations · $203K
Listed grants add up to $202,906; the return's “grants paid” expense line says $249,529. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 13 grants to organizations · $360K
Listed grants add up to $359,607; the return's “grants paid” expense line says $439,457. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 7 grants to organizations · $278K
Listed grants add up to $277,758; the return's “grants paid” expense line says $319,178. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 12 grants to organizations · $392K
Listed grants add up to $391,886; the return's “grants paid” expense line says $403,994. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 42 grants to organizations · $1.9M
2015 · 56 grants to organizations · $3.1M
2014 · 61 grants to organizations · $3.2M
2013 · 58 grants to organizations · $3.0M
2012 · 74 grants to organizations · $4.4M
Listed grants add up to $4,396,378; the return's “grants paid” expense line says $4,460,239. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 80 grants to organizations · $5.1M
2010 · 73 grants to organizations · $5.6M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $8,900,744 | $4,768,560 | $85,576,894 | $84,980,484 | $5,800,910 | $0 | $0 | 0 | 6 |
| 2023 · Form 990 | ||||||||
| $9,397,096 | $5,045,365 | $79,051,155 | $77,844,988 | $6,980,741 | $0 | $0 | 0 | 5 |
| 2022 · Form 990 | ||||||||
| $9,847,894 | $4,246,470 | $68,490,035 | $67,905,147 | $5,860,131 | $0 | $0 | 0 | 5 |
| 2021 · Form 990 | ||||||||
| $1,967,274 | $3,122,139 | $76,661,608 | $76,281,365 | $203,649 | $0 | $0 | 0 | 5 |
| 2020 · Form 990 | ||||||||
| -$3,410,694 | $2,884,900 | $75,031,238 | $74,460,688 | $188,054 | $0 | $0 | 0 | 5 |
| 2019 · Form 990 | ||||||||
| $562,179 | $3,886,514 | $75,669,237 | $75,144,875 | $173,783 | $0 | $0 | 0 | 7 |
| 2018 · Form 990 | ||||||||
| $2,154,752 | $3,981,067 | $75,542,347 | $75,223,847 | $1,134,746 | $0 | $0 | 0 | 7 |
| 2017 · Form 990 | ||||||||
| $9,383,492 | $3,286,415 | $80,001,624 | $79,782,063 | $81,673 | $0 | $0 | 0 | 6 |
| 2016 · Form 990 | ||||||||
| $4,809,916 | $5,785,991 | $76,240,005 | $75,876,345 | $3,737,659 | $0 | $0 | 0 | 6 |
| 2015 · Form 990 | ||||||||
| $55,320,892 | $8,733,134 | $74,291,756 | $74,038,419 | $50,760,645 | $0 | $0 | 0 | 6 |
| 2014 · Form 990 | ||||||||
| $2,822,555 | $10,480,156 | $32,365,620 | $31,309,835 | $1,750,923 | $0 | $0 | 0 | 5 |
| 2013 · Form 990 | ||||||||
| $6,548,322 | $10,631,759 | $39,680,732 | $38,928,214 | $6,010,732 | $0 | $0 | 0 | 5 |
| 2012 · Form 990 | ||||||||
| $2,688,150 | $12,577,498 | $42,523,804 | $41,865,377 | $1,500,000 | $0 | $0 | 0 | 5 |
| 2011 · Form 990 | ||||||||
| $2,385,831 | $12,512,892 | $51,238,393 | $50,695,749 | $1,500,000 | $0 | $0 | 0 | 5 |
| 2010 · Form 990 | ||||||||
| $1,603,571 | $13,645,008 | $64,529,713 | $60,935,906 | $0 | $0 | $0 | 0 | 5 |
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.
- FINANCIAL INDUSTRY REGULATORY AUTHORITY INC Rockville, MD · 5 people in common (Eileen M Famiglietti, John W Thiel, Jonathan S Sokobin) · related organization (Schedule R)
- FINRA REGULATION INC Rockville, MD · 2 people in common (Jonathan S Sokobin, Robert W Cook) · related organization (Schedule R)
Funders of this organization
2 grantors reported grants to this organization, $85,249,471 in all, tax years 2011 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| FINANCIAL INDUSTRY REGULATORY AUTHORITY INC | Public charity | Exact | 2011-2016 | 6 | $62,961,655 | 2016 | $2,200,000 | show |
| FINRA REGULATION INC | Public charity | Exact | 2015-2024 | 11 | $22,287,816 | 2024 | $5,800,910 | show |
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 |
|---|---|---|---|---|---|---|---|
| MARYLAND RURAL DEVELOPMENT CORPORATION | MD | S20 | $10,109,766 | $10,108,794 | EXECUTIVE DIRECTOR UNTIL 7/19/24 | $123,176 | Same NTEE code S20, revenue within 2x, same state |
| ALLEGANY COUNTY HUMAN RESOURCES DEVELOPMENT COMMISSION INC | MD | S20 | $12,699,290 | $13,884,120 | EXECUTIVE DI | $141,628 | Same NTEE code S20, revenue within 2x, same state |
| PARK HEIGHTS RENAISSANCE | MD | S20 | $7,610,515 | $6,938,975 | PRESIDENT/CEO | $283,909 | Same NTEE code S20, revenue within 2x, same state |
| FOUNDATION FOR PUERTO RICO INC | PR | S20 | $4,532,198 | $4,541,322 | CFO | $159,990 | Same NTEE code S20, revenue within 2x |
| REINVENT STOCKTON FOUNDATION | CA | S20 | $7,138,888 | $8,714,927 | CHAIR (THRU 06/24) | $231,851 | Same NTEE code S20, revenue within 2x |
| SOUTH BEND HERITAGE FOUNDATION INC | IN | S20 | $4,734,595 | $4,809,531 | EXECUTIVE DIRECTOR | $104,622 | Same NTEE code S20, revenue within 2x |
| UVALDE NEW SCHOOL FOUNDATION | TX | S20 | $9,794,667 | $12 | Director | $0 | Same NTEE code S20, revenue within 2x |
| COMMUNITY FOUNDATION FOR OCEANA COUNTY | MI | S20 | $6,204,400 | $3,463,450 | CEO | $134,452 | Same NTEE code S20, revenue within 2x |
| FAIRFAX COUNTY PARK FOUNDATION INC | VA | S20 | $4,731,701 | $1,051,106 | EXECUTIVE DIR. | $171,027 | Same NTEE code S20, revenue within 2x |
| KINGSPORT CHAMBER FOUNDATION | TN | S20 | $4,631,993 | $4,605,965 | CEO/Secretary | $304,391 | Same NTEE code S20, revenue within 2x |
| GREAT RIVERS GREENWAY FOUNDATION | MO | S20 | $4,629,287 | $476,507 | MEMBER | $313,134 | Same NTEE code S20, revenue within 2x |
| NORTHWEST ARKANSAS COUNCIL FOUNDATION | AR | S20 | $5,234,851 | $8,223,586 | EXECUTIVE DIRECTOR | $482,016 | Same NTEE code S20, revenue within 2x |
| MISSION ST LOUIS | MO | S20 | $9,864,186 | $9,652,325 | EXECUTIVE DIRECTOR | $167,115 | Same NTEE code S20, revenue within 2x |
| BUF HEALTH AND HUMAN SERVICES CORPORATION INC | NJ | S20 | $6,949,724 | $3,302,066 | PRESIDENT CEO | $544,200 | Same NTEE code S20, revenue within 2x |
| CLEVELAND FOUNDATION MIDTOWN COLLABORATION CENTER PROJECT | OH | S20 | $8,644,535 | $308,984 | DIRECTOR & PRESIDENT | $649,798 | Same NTEE code S20, revenue within 2x |
| NEW AMERICAN ASSOCIATION OF MASSACHUSETTS INC | MA | S20 | $4,452,532 | $4,004,667 | EXECUTIVE DIRECTOR | $101,846 | Same NTEE code S20, revenue within 2x |
| OCAB INC COMMUNITY ACTION AGENCY | SC | S20 | $13,770,284 | $13,443,727 | Executive Director | $215,933 | Same NTEE code S20, revenue within 2x |
| RESTORATIVE JUSTICE FOR OAKLAND YOUTH | CA | S20 | $4,627,193 | $4,819,410 | EXECU.DIR.& CEO | $250,115 | Same NTEE code S20, revenue within 2x |
| VIRIDIAN RESIDENTIAL ASSOCIATION | AZ | S20 | $9,290,927 | $8,861,605 | TREASURER | $0 | Same NTEE code S20, revenue within 2x |
| WEST AUGUSTINE HISTORICAL COMMUNITY DEVELOPMENT CORPORATION | FL | S20 | $7,204,196 | $157,329 | President | $0 | Same NTEE code S20, revenue within 2x |
| NATIONAL ASSOCIATION OF PROFESSIONAL EMPLOYER ORGANIZATION | VA | S20 | $12,215,810 | $10,902,277 | PRESIDENT & CEO | $706,933 | Same NTEE code S20, revenue within 2x |
| COMMUNITIES IN SCHOOLS OF SOUTH CENTRAL TEXAS INC | TX | S20 | $5,483,620 | $5,413,009 | DIRECTOR | $0 | Same NTEE code S20, revenue within 2x |
| COMMISSION ON ECONOMIC OPPORTUNITY FOR THE RENSSELAER COUNTY AREA INC | NY | S20 | $15,265,149 | $15,775,751 | PRESIDENT | $203,022 | Same NTEE code S20, revenue within 2x |
| ASSOCIATION OF COMMUNITY EMPLOYMENT PROGRAMS FOR THE HOMELESS INC | NY | S20 | $10,848,425 | $10,513,023 | EXECUTIVE DIRECTOR | $236,120 | Same NTEE code S20, revenue within 2x |
| REFLECTIONS OF TRINITY INC | GA | S20 | $5,635,152 | $5,829,869 | EXECUTIVE DIRECTOR | $128,638 | Same NTEE code S20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
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 · $4,768,560 spent · pay $0 · grants $537,145 · events $224,419
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $3,721,469 | $3,721,469 | $0 | $0 | 78.0% | |
| Grants to US organizations and governments | $302,145 | $302,145 | - | - | 6.3% | |
| Grants to US individuals | $235,000 | $235,000 | - | - | 4.9% | |
| Conferences, conventions and meetings | $224,419 | $224,419 | $0 | $0 | 4.7% | |
| Fees: investment management | $79,808 | $0 | $79,808 | $0 | 1.7% | |
| Office expenses | $57,210 | $45,031 | $12,179 | $0 | 1.2% | |
| Fees: accounting | $54,851 | $0 | $54,851 | $0 | 1.2% | |
| Travel | $44,258 | $44,258 | $0 | $0 | 0.9% | |
| Other (as described) | Dues/Membership Fee | $26,375 | $26,375 | $0 | $0 | 0.6% |
| Information technology | $10,663 | $10,663 | $0 | $0 | 0.2% | |
| Other (as described) | PUBLICATIONS/PRINTING | $9,420 | $9,304 | $116 | $0 | 0.2% |
| Advertising and promotion | $2,942 | $2,942 | $0 | $0 | 0.1% | |
| Total | $4,768,560 | 100% |
2023 · Form 990 · $5,045,365 spent · pay $0 · grants $456,441 · events $155,714
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $4,043,803 | $4,043,472 | $331 | $0 | 80.1% | |
| Grants to US organizations and governments | $442,534 | $442,534 | - | - | 8.8% | |
| Conferences, conventions and meetings | $155,714 | $141,239 | $14,475 | - | 3.1% | |
| Travel | $98,373 | $49,852 | $48,521 | - | 1.9% | |
| Fees: investment management | $85,573 | - | $85,573 | - | 1.7% | |
| Fees: accounting | $53,376 | - | $53,376 | - | 1.1% | |
| All other expenses | $38,511 | $30,318 | $8,193 | $0 | 0.8% | |
| Other (as described) | Dues/Membership Fee | $29,000 | $27,500 | $1,500 | - | 0.6% |
| Advertising and promotion | $27,185 | $27,185 | - | - | 0.5% | |
| Information technology | $24,346 | $24,082 | $264 | - | 0.5% | |
| Other (as described) | PUBLICATIONS/PRINTING | $23,053 | $23,024 | $29 | - | 0.5% |
| Grants to US individuals | $13,907 | $13,907 | - | - | 0.3% | |
| Office expenses | $9,990 | $9,502 | $488 | - | 0.2% | |
| Total | $5,045,365 | 100% |
2022 · Form 990 · $4,246,470 spent · pay $0 · grants $557,298 · events $117,091
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $3,176,287 | $3,163,287 | $13,000 | $0 | 74.8% | |
| Grants to US organizations and governments | $547,000 | $547,000 | - | - | 12.9% | |
| Conferences, conventions and meetings | $117,091 | $117,091 | $0 | $0 | 2.8% | |
| Advertising and promotion | $89,378 | $89,378 | $0 | $0 | 2.1% | |
| Travel | $88,058 | $55,924 | $32,134 | $0 | 2.1% | |
| Fees: investment management | $86,230 | $0 | $86,230 | $0 | 2.0% | |
| Fees: accounting | $38,066 | $0 | $38,066 | $0 | 0.9% | |
| Other (as described) | PUBLICATIONS/PRINTING | $35,363 | $35,363 | $0 | $0 | 0.8% |
| Information technology | $29,714 | $27,885 | $1,829 | $0 | 0.7% | |
| Other (as described) | Dues/Membership Fee | $15,110 | $13,425 | $1,685 | $0 | 0.4% |
| Grants to US individuals | $10,298 | $10,298 | - | - | 0.2% | |
| Office expenses | $9,074 | $6,702 | $2,372 | $0 | 0.2% | |
| All other expenses | $4,801 | $0 | $4,801 | $0 | 0.1% | |
| Total | $4,246,470 | 100% |
2021 · Form 990 · $3,122,139 spent · pay $0 · grants $308,323 · events $23,050
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $2,558,707 | $2,558,707 | $0 | $0 | 82.0% | |
| Grants to US organizations and governments | $293,441 | $293,441 | - | - | 9.4% | |
| Fees: investment management | $98,411 | $0 | $98,411 | $0 | 3.2% | |
| Fees: accounting | $49,946 | $0 | $49,946 | $0 | 1.6% | |
| Information technology | $40,736 | $38,166 | $2,570 | $0 | 1.3% | |
| Conferences, conventions and meetings | $23,050 | $19,416 | $3,634 | $0 | 0.7% | |
| Travel | $16,062 | $8,646 | $7,416 | $0 | 0.5% | |
| Grants to US individuals | $14,882 | $14,882 | - | - | 0.5% | |
| Other (as described) | Dues/Membership Fee | $11,865 | $10,000 | $1,865 | $0 | 0.4% |
| Office expenses | $9,189 | $1,567 | $7,622 | $0 | 0.3% | |
| Advertising and promotion | $5,850 | $4,500 | $1,350 | $0 | 0.2% | |
| Total | $3,122,139 | 100% |
2020 · Form 990 · $2,884,900 spent · pay $0 · grants $249,529 · events $33,139
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $2,209,129 | $2,209,129 | $0 | $0 | 76.6% | |
| Grants to US organizations and governments | $238,141 | $238,141 | - | - | 8.3% | |
| Fees: investment management | $87,088 | $0 | $87,088 | $0 | 3.0% | |
| Office expenses | $75,291 | $60,800 | $14,491 | $0 | 2.6% | |
| Occupancy | $66,510 | $15,328 | $51,182 | $0 | 2.3% | |
| Fees: accounting | $52,580 | $0 | $52,580 | $0 | 1.8% | |
| Advertising and promotion | $45,308 | $45,308 | $0 | $0 | 1.6% | |
| Information technology | $35,205 | $34,706 | $499 | $0 | 1.2% | |
| Conferences, conventions and meetings | $33,139 | $19,304 | $13,835 | $0 | 1.1% | |
| Travel | $19,481 | $17,030 | $2,451 | $0 | 0.7% | |
| Other (as described) | Dues/Membership Fee | $11,640 | $10,430 | $1,210 | $0 | 0.4% |
| Grants to US individuals | $11,388 | $11,388 | - | - | 0.4% | |
| Total | $2,884,900 | 100% |
2019 · Form 990 · $3,886,514 spent · pay $0 · grants $439,457 · events $110,745
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $2,766,588 | $2,766,588 | $0 | $0 | 71.2% | |
| Grants to US organizations and governments | $425,719 | $425,719 | - | - | 11.0% | |
| Travel | $119,624 | $98,384 | $21,240 | - | 3.1% | |
| Office expenses | $113,956 | $50,739 | $63,217 | - | 2.9% | |
| Conferences, conventions and meetings | $110,745 | $103,542 | $7,203 | - | 2.8% | |
| Fees: investment management | $109,593 | - | $109,593 | - | 2.8% | |
| Occupancy | $77,639 | $22,139 | $55,500 | - | 2.0% | |
| Information technology | $69,506 | $68,567 | $939 | - | 1.8% | |
| Fees: accounting | $52,065 | - | $52,065 | - | 1.3% | |
| Grants to US individuals | $13,738 | $13,738 | - | - | 0.4% | |
| Advertising and promotion | $13,583 | $9,978 | $3,605 | - | 0.3% | |
| Other (as described) | Publication/Printing | $12,643 | $12,643 | - | - | 0.3% |
| Other (as described) | Dues/Membership Fee | $1,000 | - | $1,000 | - | 0.0% |
| All other expenses | $115 | $0 | $115 | $0 | 0.0% | |
| Total | $3,886,514 | 100% |
2018 · Form 990 · $3,981,067 spent · pay $0 · grants $319,178 · events $158,698
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $2,499,117 | $2,498,455 | $662 | - | 62.8% | |
| Office expenses | $410,426 | $350,781 | $59,645 | - | 10.3% | |
| Grants to US organizations and governments | $306,823 | $306,823 | - | - | 7.7% | |
| Conferences, conventions and meetings | $158,698 | $150,118 | $8,580 | - | 4.0% | |
| Fees: investment management | $127,128 | - | $127,128 | - | 3.2% | |
| Occupancy | $110,083 | $40,720 | $69,363 | - | 2.8% | |
| Travel | $91,027 | $69,775 | $21,252 | - | 2.3% | |
| Information technology | $62,005 | $62,005 | - | - | 1.6% | |
| Advertising and promotion | $59,304 | $59,304 | - | - | 1.5% | |
| Other (as described) | DUES/MEMBERSHIP FEE | $51,555 | $50,355 | $1,200 | - | 1.3% |
| Fees: accounting | $50,865 | - | $50,865 | - | 1.3% | |
| Other (as described) | PUBLICATIONS/PRINTING | $40,984 | $40,484 | $500 | - | 1.0% |
| Grants to US individuals | $12,355 | $12,355 | - | - | 0.3% | |
| Other (as described) | TAXES | $560 | - | $560 | - | 0.0% |
| Fees: management | $137 | - | $137 | - | 0.0% | |
| Total | $3,981,067 | 100% |
2017 · Form 990 · $3,286,415 spent · pay $0 · grants $403,994 · events $163,128
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $1,952,392 | $1,952,392 | - | - | 59.4% | |
| Grants to US organizations and governments | $392,775 | $392,775 | - | - | 12.0% | |
| Office expenses | $203,328 | $136,806 | $66,522 | - | 6.2% | |
| Conferences, conventions and meetings | $163,128 | $147,110 | $16,018 | - | 5.0% | |
| Information technology | $107,498 | $80,237 | $27,261 | - | 3.3% | |
| Fees: investment management | $104,779 | - | $104,779 | - | 3.2% | |
| Occupancy | $91,119 | $39,618 | $51,501 | - | 2.8% | |
| Travel | $85,498 | $74,107 | $11,391 | - | 2.6% | |
| Other (as described) | DUES/MEMBERSHIP FEE | $78,003 | $76,488 | $1,515 | - | 2.4% |
| Fees: accounting | $43,485 | - | $43,485 | - | 1.3% | |
| Other (as described) | PUBLICATIONS/PRINTING | $28,492 | $28,492 | - | - | 0.9% |
| Advertising and promotion | $15,043 | $15,043 | - | - | 0.5% | |
| Grants to US individuals | $11,219 | $11,219 | - | - | 0.3% | |
| Other (as described) | BANK SERVICE FEES | $6,775 | - | $6,775 | - | 0.2% |
| Other (as described) | TAXES | $1,979 | - | $1,979 | - | 0.1% |
| Fees: other services | $902 | $902 | - | - | 0.0% | |
| Total | $3,286,415 | 100% |
2016 · Form 990 · $5,785,991 spent · pay $0 · grants $1,901,708 · events $186,236
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $2,962,405 | $2,915,405 | $47,000 | - | 51.2% | |
| Grants to US organizations and governments | $1,901,708 | $1,901,708 | - | - | 32.9% | |
| Conferences, conventions and meetings | $186,236 | $145,272 | $40,964 | - | 3.2% | |
| Office expenses | $137,877 | $77,729 | $60,148 | - | 2.4% | |
| Occupancy | $129,229 | $38,490 | $90,739 | - | 2.2% | |
| Information technology | $126,669 | $101,191 | $25,478 | - | 2.2% | |
| Fees: investment management | $115,214 | - | $115,214 | - | 2.0% | |
| Travel | $92,473 | $82,000 | $10,473 | - | 1.6% | |
| Other (as described) | PUBLICATIONS/PRINTING | $53,397 | $53,050 | $347 | - | 0.9% |
| Fees: accounting | $44,650 | - | $44,650 | - | 0.8% | |
| Fees: other services | $11,681 | $10,751 | $930 | - | 0.2% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $9,041 | $9,041 | - | - | 0.2% |
| Advertising and promotion | $7,784 | $7,342 | $442 | - | 0.1% | |
| Other (as described) | BANK SERVICE FEES | $7,377 | - | $7,377 | - | 0.1% |
| Other (as described) | DUES/MEMBERSHIP FEE | $250 | $50 | $200 | - | 0.0% |
| Total | $5,785,991 | 100% |
2015 · Form 990 · $8,733,134 spent · pay $0 · grants $3,100,430 · events $124,169
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $3,424,257 | $3,424,257 | - | - | 39.2% | |
| Grants to US organizations and governments | $3,100,430 | $3,100,430 | - | - | 35.5% | |
| Advertising and promotion | $1,496,081 | $1,482,473 | $13,608 | - | 17.1% | |
| Other (as described) | PUBLICATIONS/PRINTING | $174,727 | $166,893 | $7,834 | - | 2.0% |
| Occupancy | $148,451 | $100,821 | $47,630 | - | 1.7% | |
| Conferences, conventions and meetings | $124,169 | $83,013 | $41,156 | - | 1.4% | |
| Travel | $77,428 | $50,108 | $27,320 | - | 0.9% | |
| Fees: accounting | $76,105 | - | $76,105 | - | 0.9% | |
| Office expenses | $62,796 | $3,222 | $59,574 | - | 0.7% | |
| Fees: investment management | $24,238 | - | $24,238 | - | 0.3% | |
| Information technology | $23,374 | - | $23,374 | - | 0.3% | |
| Other (as described) | MISCELLANEOUS EXPENSE | $677 | $210 | $467 | - | 0.0% |
| Other (as described) | DUES/MEMBERSHIP FEE | $374 | $374 | - | - | 0.0% |
| Fees: legal | $27 | - | $27 | - | 0.0% | |
| Total | $8,733,134 | 100% |
2014 · Form 990 · $10,480,156 spent · pay $0 · grants $3,234,757 · events $98,106
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $4,436,569 | $4,436,569 | - | - | 42.3% | |
| Grants to US organizations and governments | $3,234,757 | $3,234,757 | - | - | 30.9% | |
| Advertising and promotion | $2,204,709 | $2,148,184 | $56,525 | - | 21.0% | |
| Occupancy | $218,389 | $141,760 | $76,629 | - | 2.1% | |
| Travel | $128,632 | $103,815 | $24,817 | - | 1.2% | |
| Conferences, conventions and meetings | $98,106 | $63,766 | $34,340 | - | 0.9% | |
| Office expenses | $67,031 | $15,719 | $51,312 | - | 0.6% | |
| Fees: accounting | $39,850 | - | $39,850 | - | 0.4% | |
| Information technology | $23,944 | - | $23,944 | - | 0.2% | |
| Fees: investment management | $14,578 | - | $14,578 | - | 0.1% | |
| Other (as described) | PUBLICATIONS/PRINTING | $7,966 | $60 | $7,906 | - | 0.1% |
| Other (as described) | BANK SERVICE FEES | $4,114 | - | $4,114 | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $1,186 | $919 | $267 | - | 0.0% |
| Other (as described) | MEMBERSHIP DUES | $325 | - | $325 | - | 0.0% |
| Total | $10,480,156 | 100% |
2013 · Form 990 · $10,631,759 spent · pay $0 · grants $3,019,079 · events $90,967
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $4,111,764 | $4,108,114 | $3,650 | - | 38.7% | |
| Grants to US organizations and governments | $3,019,079 | $3,019,079 | - | - | 28.4% | |
| Advertising and promotion | $2,913,820 | $2,913,820 | - | - | 27.4% | |
| Occupancy | $185,418 | $118,256 | $67,162 | - | 1.7% | |
| Travel | $175,078 | $114,914 | $60,164 | - | 1.6% | |
| Conferences, conventions and meetings | $90,967 | $79,983 | $10,984 | - | 0.9% | |
| Office expenses | $50,017 | $2,061 | $47,956 | - | 0.5% | |
| Fees: accounting | $42,000 | - | $42,000 | - | 0.4% | |
| Information technology | $22,019 | - | $22,019 | - | 0.2% | |
| Fees: investment management | $12,834 | - | $12,834 | - | 0.1% | |
| Other (as described) | BANK SERVICE FEES | $4,962 | - | $4,962 | - | 0.0% |
| All other expenses | $2,771 | - | $2,771 | - | 0.0% | |
| Other (as described) | TEMPORARY HELP | $677 | $526 | $151 | - | 0.0% |
| Other (as described) | PUBLICATIONS/PRINTING | $251 | $251 | - | - | 0.0% |
| Other (as described) | OTHER TAXES/PENALTIES | $80 | - | $80 | - | 0.0% |
| Fees: legal | $22 | - | $22 | - | 0.0% | |
| Total | $10,631,759 | 100% |
2012 · Form 990 · $12,577,498 spent · pay $0 · grants $4,460,239 · events $100,960
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $4,460,239 | $4,460,239 | - | - | 35.5% | |
| Fees: management | $4,133,171 | $4,130,171 | $3,000 | - | 32.9% | |
| Advertising and promotion | $3,306,253 | $3,291,247 | $15,006 | - | 26.3% | |
| Occupancy | $275,475 | $207,231 | $68,244 | - | 2.2% | |
| Travel | $162,353 | $93,657 | $68,696 | - | 1.3% | |
| Conferences, conventions and meetings | $100,960 | $94,625 | $6,335 | - | 0.8% | |
| Office expenses | $53,792 | $25,892 | $27,900 | - | 0.4% | |
| Fees: accounting | $42,000 | - | $42,000 | - | 0.3% | |
| Information technology | $27,066 | - | $27,066 | - | 0.2% | |
| Fees: investment management | $13,304 | - | $13,304 | - | 0.1% | |
| Other (as described) | ALL OTHER EXPENSES | $2,622 | $1,890 | $732 | - | 0.0% |
| Fees: legal | $263 | - | $263 | - | 0.0% | |
| Total | $12,577,498 | 100% |
2011 · Form 990 · $12,512,892 spent · pay $0 · grants $5,105,343 · events $161,243
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,105,343 | $5,105,343 | - | - | 40.8% | |
| Advertising and promotion | $3,828,945 | $3,791,380 | $37,565 | - | 30.6% | |
| Fees: management | $2,852,012 | $2,410,248 | $441,764 | - | 22.8% | |
| Occupancy | $214,023 | $156,267 | $57,756 | - | 1.7% | |
| Conferences, conventions and meetings | $161,243 | $133,139 | $28,104 | - | 1.3% | |
| Office expenses | $148,357 | $118,924 | $29,433 | - | 1.2% | |
| Travel | $146,021 | $108,451 | $37,570 | - | 1.2% | |
| Fees: accounting | $42,800 | - | $42,800 | - | 0.3% | |
| Fees: investment management | $8,378 | - | $8,378 | - | 0.1% | |
| Other (as described) | ALL OTHER EXPENSES | $5,458 | $1,845 | $3,613 | - | 0.0% |
| Information technology | $312 | - | $312 | - | 0.0% | |
| Total | $12,512,892 | 100% |
2010 · Form 990 · $13,645,008 spent · pay $0 · grants $5,565,278 · events $329,302
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,565,278 | $5,565,278 | - | - | 40.8% | |
| Fees: management | $3,631,090 | $3,144,315 | $486,775 | - | 26.6% | |
| Advertising and promotion | $3,307,656 | $3,255,361 | $52,295 | - | 24.2% | |
| Conferences, conventions and meetings | $329,302 | $96,752 | $232,550 | - | 2.4% | |
| Office expenses | $260,022 | $221,778 | $38,244 | - | 1.9% | |
| Occupancy | $206,980 | $153,964 | $53,016 | - | 1.5% | |
| Travel | $147,068 | $129,500 | $17,568 | - | 1.1% | |
| Royalties | $136,690 | $136,690 | $0 | - | 1.0% | |
| Fees: accounting | $41,750 | $0 | $41,750 | - | 0.3% | |
| Fees: legal | $6,056 | $0 | $6,056 | - | 0.0% | |
| Information technology | $4,762 | $0 | $4,762 | - | 0.0% | |
| Other (as described) | ALL OTHER EXPENSES | $4,454 | $3,061 | $1,393 | - | 0.0% |
| Fees: investment management | $3,900 | $0 | $3,900 | - | 0.0% | |
| Total | $13,645,008 | 100% |
Comments