NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD
Cite this
Plain text NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/national-stabilization-agreement-of-sheet-metal-workers-industry-tr-fd-237315003. Retrieved 2026-10-30.
APA furp.org. (n.d.). NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 30, 2026, from https://furp.org/org/national-stabilization-agreement-of-sheet-metal-workers-industry-tr-fd-237315003
MLA “NATIONAL STABILIZATION AGREEMENT OF SHEET METAL WORKERS INDUSTRY TR FD.” furp.org, tax years 2010–2024, https://furp.org/org/national-stabilization-agreement-of-sheet-metal-workers-industry-tr-fd-237315003. Accessed 30 Oct. 2026.
Retrieved 2026-10-30; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $182.0M · expenses $62.2M · assets $1.65B
- Also known as
- SHEET METAL INDUSTRY TRUST FUND
- EIN
- 23-7315003
- Address
- 3180 FAIRVIEW PARK DR STE 150, FALLS CHURCH, VA 22042-4585
- Website
- WWW.SASMI.ORG
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- October 1973 (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
HEALTH BENEFIT FUND
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 |
|---|---|---|---|---|---|
| Kenneth Colombo | ADMINISTRATOR | 2013-2024 | $361,783 | $3,274,396 | 2 |
| John Daniel | TRUSTEE | 2018-2024 | $196,964 | $1,815,923 | 13 |
| Nicholas Devore | SENIOR IT DEVELOPER | 2018-2024 | $210,496 | $1,192,883 | 1 |
| Kolby Hanson | TRUSTEE | 2022-2024 | $258,680 | $737,025 | 1 |
| Donald Dunne | TRUSTEE | 2021-2024 | $174,720 | $663,119 | 1 |
| Eric Meslin | TRUSTEE - NEW | 2024 | $427,342 | $427,342 | 1 |
| Ildiko St Pierre | BENEFITS MANAGER | 2024 | $146,521 | $146,521 | 1 |
| Daniel J Shaughnessy (former) | CONTROLLER & ACCOUNTING MG | 2010-2015 | $230,545 | $1,120,489 | 1 |
| Anthony Castrello (former) | TRUSTEE - PAST | 2017-2023 | $159,010 | $991,445 | 1 |
| Scott Parks (former) | TRUSTEE | 2015-2021 | $193,875 | $950,750 | 4 |
| Harold W Bradshaw Jr (former) | ADMINISTRATOR | 2010-2012 | $243,852 | $718,124 | 1 |
| Dwayne Stephens (former) | TRUSTEE - PAST | 2017-2021 | $105,094 | $609,662 | 2 |
| Kathy Hickey (former) | BENEFITS MANAGER | 2021-2023 | $144,677 | $455,012 | 1 |
| David Zimmerman (former) | TRUSTEE - PAST | 2017-2018 | $117,944 | $235,888 | 5 |
| J Scott Parks (former) | TRUSTEE - PAST | 2022 | $194,035 | $194,035 | 1 |
Officers and directors, no compensation reported
19 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 |
|---|---|---|---|---|---|
| Hank Meyers | TRUSTEE | 2016-2024 | 4 | $0 reported | 1 |
| Dan Monahan | TRUSTEE | 2014-2024 | 4 | $0 reported | 1 |
| Sal Tortorici | TRUSTEE - NEW | 2024 | 4 | $0 reported | 1 |
| Hank Artlip | TRUSTEE | 2019-2024 | 4 | $0 reported | 1 |
| Jim Bingham (former) | TRUSTEE - PAST | 2022-2023 | 4 | $0 reported | 1 |
| Jim Bigham (former) | TRUSTEE | 2018-2021 | 4 | $0 reported | 1 |
| John Unger (former) | TRUSTEE - PAST | 2010-2019 | 4 | $0 reported | 1 |
| Gregory Yoak (former) | TRUSTEE - PAST | 2010-2017 | 4 | $0 reported | 1 |
| Jake Denman (former) | TRUSTEE - PAST | 2016-2017 | 4 | $0 reported | 1 |
| John Tarr (former) | TRUSTEE - PAST | 2016-2017 | 4 | $0 reported | 1 |
| David C Zimmermann (former) | TRUSTEE/CHAIRMAN | 2012-2016 | 4 | $0 reported | 15 |
| C Brent Newsome (former) | TRUSTEE | 2011-2015 | 4 | $0 reported | 1 |
| David Bernett (former) | TRUSTEE | 2012-2015 | 4 | $0 reported | 4 |
| Louis Franzen (former) | TRUSTEE (P) | 2010-2014 | 4 | $0 reported | 1 |
| Paul Hayes (former) | TRUSTEE (P) | 2010-2014 | 4 | $0 reported | 1 |
| Michael Sullivan (former) | TRUSTEE/CHAIRMAN (P) | 2010-2012 | 4 | $0 reported | 5 |
| Stephen Quaranto (former) | TRUSTEE (P) | 2010-2012 | 4 | $0 reported | 1 |
| Robert Newton (former) | TRUSTEE (P) | 2010-2012 | 4 | $0 reported | 1 |
| Michael Moore (former) | TRUSTEE (P) | 2010-2011 | 4 | $0 reported | 1 |
People by year
2024 · 11 people listed · 7 paid, $1.8M · 4,660 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIC MESLIN | TRUSTEE - NEW | 4 | $0 | $238,707 | $188,635 | $427,342 | 1 |
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $270,521 | $0 | $91,262 | $361,783 | 2 |
| KOLBY HANSON | TRUSTEE | 4 | $0 | $158,353 | $100,327 | $258,680 | 1 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $156,603 | $0 | $53,893 | $210,496 | 1 |
| JOHN DANIEL | TRUSTEE | 4 | $0 | $135,951 | $61,013 | $196,964 | 13 |
| DONALD DUNNE | TRUSTEE | 4 | $0 | $105,043 | $69,677 | $174,720 | 1 |
| ILDIKO ST PIERRE | BENEFITS MANAGER | 40 | $100,156 | $0 | $46,365 | $146,521 | 1 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| SAL TORTORICI | TRUSTEE - NEW | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK ARTLIP | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2023 · 11 people listed · 7 paid, $1.5M · 1,995 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN DANIEL | TRUSTEE | 4 | $0 | $227,993 | $109,481 | $337,474 | 13 |
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $187,019 | $0 | $84,611 | $271,630 | 2 |
| KOLBY HANSON | TRUSTEE | 4 | $0 | $167,868 | $80,895 | $248,763 | 1 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $131,070 | $0 | $53,473 | $184,543 | 1 |
| DONALD DUNNE | TRUSTEE | 4 | $0 | $99,826 | $66,711 | $166,537 | 1 |
| ANTHONY CASTRELLO | TRUSTEE - PAST | 4 | $0 | $103,234 | $55,776 | $159,010 | 1 |
| KATHY HICKEY | BENEFITS MANAGER | 40 | $115,430 | $0 | $29,247 | $144,677 | 1 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM BINGHAM | TRUSTEE - PAST | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK ARTLIP | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2022 · 12 people listed · 8 paid, $1.6M · 2,787 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN DANIEL | TRUSTEE | 4 | $0 | $181,123 | $100,760 | $281,883 | 13 |
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $184,820 | $0 | $87,330 | $272,150 | 2 |
| KOLBY HANSON | TRUSTEE - NEW | 4 | $0 | $162,237 | $67,345 | $229,582 | 1 |
| J SCOTT PARKS | TRUSTEE - PAST | 4 | $0 | $123,313 | $70,722 | $194,035 | 1 |
| KATHY HICKEY | BENEFITS MANAGER | 40 | $126,797 | $0 | $47,039 | $173,836 | 1 |
| DONALD DUNNE | TRUSTEE | 4 | $0 | $99,826 | $66,711 | $166,537 | 1 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $115,317 | $0 | $45,753 | $161,070 | 1 |
| ANTHONY CASTRELLO | TRUSTEE | 4 | $0 | $103,234 | $55,776 | $159,010 | 1 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM BINGHAM | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK ARTLIP | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2021 · 12 people listed · 8 paid, $1.4M · 3,216 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JOHN DANIEL | TRUSTEE | 4 | $0 | $174,736 | $92,753 | $267,489 | 13 |
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $188,232 | $0 | $56,843 | $245,075 | 2 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $124,527 | $69,348 | $193,875 | 4 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $110,999 | $0 | $51,524 | $162,523 | 1 |
| DONALD DUNNE | TRUSTEE - NEW | 4 | $0 | $92,003 | $63,322 | $155,325 | 1 |
| ANTHONY CASTRELLO | TRUSTEE | 4 | $0 | $92,346 | $48,727 | $141,073 | 1 |
| KATHY HICKEY | BENEFITS MANAGER | 40 | $103,499 | $0 | $33,000 | $136,499 | 1 |
| DWAYNE STEPHENS | TRUSTEE - PAST | 4 | $0 | $105,094 | $0 | $105,094 | 2 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM BIGHAM | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK ARTLIP | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · 6 paid, $1.1M · 7,285 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $193,800 | $0 | $81,189 | $274,989 | 2 |
| JOHN DANIEL | TRUSTEE | 4 | $0 | $170,097 | $87,509 | $257,606 | 13 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $123,800 | $68,786 | $192,586 | 4 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $111,547 | $0 | $51,587 | $163,134 | 1 |
| ANTHONY CASTRELLO | TRUSTEE | 4 | $0 | $87,207 | $46,655 | $133,862 | 1 |
| DWAYNE STEPHENS | TRUSTEE | 4 | $0 | $103,799 | $0 | $103,799 | 2 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM BIGHAM | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK ARTLIP | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2019 · 11 people listed · 6 paid, $1.1M · 1,644 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $180,045 | $0 | $83,829 | $263,874 | 2 |
| JOHN DANIEL | TRUSTEE | 4 | $0 | $170,097 | $87,509 | $257,606 | 13 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $123,196 | $68,767 | $191,963 | 4 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $105,956 | $0 | $50,846 | $156,802 | 1 |
| ANTHONY CASTRELLO | TRUSTEE | 4 | $0 | $87,207 | $46,655 | $133,862 | 1 |
| DWAYNE STEPHENS | TRUSTEE | 4 | $0 | $103,799 | $0 | $103,799 | 2 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE - PAST | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM BIGHAM | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK ARTLIP | TRUSTEE - NEW | 4 | $0 | $0 | $0 | $0 | 1 |
2018 · 11 people listed · 7 paid, $1.2M · 1,785 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $196,280 | $0 | $85,372 | $281,652 | 2 |
| JOHN DANIEL | TRUSTEE - NEW | 4 | $0 | $138,576 | $78,325 | $216,901 | 13 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $121,770 | $66,383 | $188,153 | 4 |
| NICHOLAS DEVORE | SENIOR IT DEVELOPER | 40 | $103,982 | $0 | $50,333 | $154,315 | 1 |
| DWAYNE STEPHENS | TRUSTEE | 4 | $0 | $100,464 | $49,279 | $149,743 | 2 |
| ANTHONY CASTRELLO | TRUSTEE | 4 | $0 | $86,026 | $47,113 | $133,139 | 1 |
| DAVID ZIMMERMAN | TRUSTEE - PAST | 4 | $0 | $117,944 | $0 | $117,944 | 5 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JIM BIGHAM | TRUSTEE - NEW | 4 | $0 | $0 | $0 | $0 | 1 |
2017 · 11 people listed · 5 paid, $858K · 1,886 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $190,627 | $0 | $86,057 | $276,684 | 2 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $120,329 | $63,844 | $184,173 | 4 |
| DWAYNE STEPHENS | TRUSTEE | 4 | $0 | $98,319 | $48,908 | $147,227 | 2 |
| ANTHONY CASTRELLO | TRUSTEE | 4 | $0 | $85,529 | $45,960 | $131,489 | 1 |
| DAVID ZIMMERMAN | TRUSTEE | 4 | $0 | $117,944 | $0 | $117,944 | 5 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE - PAST | 4 | $0 | $0 | $0 | $0 | 1 |
| JAKE DENMAN | TRUSTEE - PAST | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN TARR | TRUSTEE - PAST | 4 | $0 | $0 | $0 | $0 | 1 |
2016 · 9 people listed · 1 paid, $277K · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 40 | $187,978 | $0 | $89,242 | $277,220 | 2 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAVID ZIMMERMANN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 15 |
| JAKE DENMAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 4 |
| JOHN TARR | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| HANK MEYERS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2015 · 9 people listed · 2 paid, $505K · 15 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 35 | $187,566 | $0 | $86,888 | $274,454 | 2 |
| DANIEL J SHAUGHNESSY | CONTROLLER & ACCOUNTING MG | 35 | $168,006 | $0 | $62,539 | $230,545 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| C BRENT NEWSOME | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAVID ZIMMERMANN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 15 |
| DAVID BERNETT | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 4 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PARKS | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 4 |
2014 · 10 people listed · 2 paid, $453K · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 35 | $186,037 | $0 | $85,497 | $271,534 | 2 |
| DANIEL J SHAUGHNESSY | CONTROLLER & ACCOUNTING MG | 35 | $129,046 | $0 | $52,264 | $181,310 | 1 |
| LOUIS FRANZEN | TRUSTEE (P) | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL HAYES | TRUSTEE (P) | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| C BRENT NEWSOME | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAVID ZIMMERMANN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 15 |
| DAVID BERNETT | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 4 |
| DAN MONAHAN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2013 · 9 people listed · 2 paid, $387K · 18 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KENNETH COLOMBO | ADMINISTRATOR | 35 | $150,617 | $0 | $52,734 | $203,351 | 2 |
| DANIEL J SHAUGHNESSY | CONTROLLER & ACCOUNTING MG | 35 | $128,423 | $0 | $54,907 | $183,330 | 1 |
| LOUIS FRANZEN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL HAYES | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| C BRENT NEWSOME | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAVID ZIMMERMANN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 15 |
| DAVID BERNETT | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 4 |
2012 · 12 people listed · 2 paid, $423K · 32 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HAROLD W BRADSHAW JR | ADMINISTRATOR | 35 | $180,223 | $0 | $63,629 | $243,852 | 1 |
| DANIEL J SHAUGHNESSY | CONTROLLER & ACCOUNTING MG | 35 | $123,705 | $0 | $55,094 | $178,799 | 1 |
| MICHAEL SULLIVAN | TRUSTEE/CHAIRMAN (P) | 4 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN QUARANTO | TRUSTEE (P) | 4 | $0 | $0 | $0 | $0 | 1 |
| LOUIS FRANZEN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL HAYES | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| ROBERT NEWTON | TRUSTEE (P) | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| C BRENT NEWSOME | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| DAVID ZIMMERMANN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 15 |
| DAVID BERNETT | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 4 |
2011 · 11 people listed · 2 paid, $422K · 35 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HAROLD W BRADSHAW JR | ADMINISTRATOR | 35 | $178,381 | $0 | $67,913 | $246,294 | 1 |
| DANIEL J SHAUGHNESSY | CONTROLLER & ACCOUNTING MG | 35 | $121,408 | $0 | $54,591 | $175,999 | 1 |
| MICHAEL SULLIVAN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN QUARANTO | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| LOUIS FRANZEN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL HAYES | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| ROBERT NEWTON | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MOORE | TRUSTEE (P) | 4 | $0 | $0 | $0 | $0 | 1 |
| C BRENT NEWSOME | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
2010 · 10 people listed · 2 paid, $398K · 25 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| HAROLD W BRADSHAW JR | ADMINISTRATOR | 35 | $168,980 | $0 | $58,998 | $227,978 | 1 |
| DANIEL J SHAUGHNESSY | CONTROLLER & ACCOUNTING MG | 35 | $118,942 | $0 | $51,564 | $170,506 | 1 |
| MICHAEL SULLIVAN | TRUSTEE/CHAIRMAN | 4 | $0 | $0 | $0 | $0 | 5 |
| STEPHEN QUARANTO | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| LOUIS FRANZEN | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| PAUL HAYES | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| ROBERT NEWTON | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN UNGER | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| GREGORY YOAK | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL MOORE | TRUSTEE | 4 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $761,791 |
| ARISTOTLE CAPITAL MANAGEMENT | LOS ANGELES, CA | INVESTMENT MANAGER | $287,379 |
| FM INVESTMENTS | WASHINGTON, DC | INVESTMENT MANAGER | $280,918 |
| CHARTWELL INVESTMENT PARTNERS | BERWYN, PA | INVESTMENT MANAGER | $273,798 |
| TCW ASSET MANAGEMENT CO LLC | LOS ANGELES, CA | INVESTMENT MANAGER | $249,193 |
2023 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $667,268 |
| TCW ASSET MANAGEMENT CO LLC | LOS ANGELES, CA | INVESTMENT MANAGER | $458,747 |
| ARISTOTLE CAPITAL MANAGEMENT | LOS ANGELES, CA | INVESTMENT MANAGER | $374,491 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $268,188 |
| LOOMIS SAYLES & COMPANY | BOSTON, MA | INVESTMENT MANAGER | $247,902 |
2022 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $633,038 |
| TCW ASSET MANAGEMENT CO LLC | LOS ANGELES, CA | INVESTMENT MANAGER | $601,506 |
| ARISTOTLE CAPITAL MANAGEMENT | LOS ANGELES, CA | INVESTMENT MANAGER | $388,244 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $267,812 |
| LOOMIS SAYLES & COMPANY | BOSTON, MA | INVESTMENT MANAGER | $253,153 |
2021 · 5 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| TCW ASSET MANAGEMENT CO LLC | NEW YORK, NY | INVESTMENT MANAGER | $727,793 |
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $641,665 |
| ARISTOTLE CAPITAL MANAGEMENT | LOS ANGELES, CA | INVESTMENT MANAGER | $495,311 |
| SEGAL BENZ | WASHINGTON, DC | CONSULTANT | $329,111 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $291,139 |
2020 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| TCW ASSET MANAGEMENT CO LLC | NEW YORK, NY | INVESTMENT MANAGER | $607,604 |
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $526,685 |
| ARISTOTLE CAPITAL MANAGEMENT | LOS ANGELES, CA | INVESTMENT MANAGER | $351,491 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $275,130 |
| BANK OF NEW YORK MELLON | NEW YORK, NY | INVESTMENT MANAGER | $274,716 |
2019 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $492,156 |
| TCW ASSET MANAGEMENT CO LLC | NEW YORK, NY | INVESTMENT MANAGER | $471,049 |
| ARISTOTLE CAPITAL MANAGEMENT | LOS ANGELES, CA | INVESTMENT MANAGER | $280,830 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $269,039 |
| BANK OF NEW YORK MELLON | NEW YORK, NY | INVESTMENT MANAGER | $227,001 |
2018 · 5 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $432,461 |
| TCW ASSET MANAGEMENT CO LLC | NEW YORK, NY | INVESTMENT MANAGER | $416,479 |
| BANK OF NEW YORK MELLON | NEW YORK, NY | INVESTMENT MANAGER | $302,633 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $254,686 |
| SUNTRUST BANK | ATLANTA, GA | INVESTMENT CUSTODIAN | $236,364 |
2017 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAYSTONE CONSULTING | INDIANAPOLIS, IN | INVESTMENT MANAGER | $383,685 |
| BANK OF NEW YORK MELLON | NEW YORK, NY | INVESTMENT MANAGER | $380,470 |
| TCW ASSET MANAGEMENT CO LLC | NEW YORK, NY | INVESTMENT MANAGER | $379,036 |
| ZIEGLER CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $338,703 |
| SUNTRUST BANK | ATLANTA, GA | INVESTMENT CUSTODIAN | $254,911 |
2016 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| DATA RESEARCH GROUP | CULPEPPER, VA | computer support | $583,299 |
| TCW ASSET MANAGEMENT CO | NEW YORK, NY | investment manager | $538,013 |
| ZIGLER CAPITAL MANAGEMENT LLC | CHicago, IL | investment manager | $337,452 |
| LOOMIS SAYLES & CO LP | BOSTON, MA | Investment manager | $316,516 |
| GRAYSTONE CONSULTINGMORGAN STANLEY | INDIANAPOLIS, IN | investment manager | $258,958 |
2015 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| TCW ASSET MANAGEMENT CO | NEW YORK, NY | investment manager | $533,975 |
| DATA RESEARCH GROUP | CULPEPPER, VA | computer support | $396,690 |
| ZIGLER CAPITAL MANAGEMENT LLC | CHicago, IL | investment manager | $331,396 |
| LOOMIS SAYLES & CO LP | BOSTON, MA | Investment manager | $306,914 |
| GW CAPITAL | BELLEVUE, WA | investment manager | $276,791 |
2014 · 5 contractors · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| TCW ASSET MANAGEMENT CO | NEW YORK, NY | INVESTMENT MANAGER | $575,010 |
| ZIGLER CAPITAL MANAGEMENT LLC | CHICAGO, IL | INVESTMENT MANAGER | $311,829 |
| LOOMIS SAYLES & CO LP | BOSTON, MA | INVESTMENT MANAGER | $305,565 |
| GW CAPITAL | BELLEVUE, WA | INVESTMENT MANAGER | $295,514 |
| DATA RESEARCH GROUP | CULPEPPER, VA | COMPUTER SUPPORT | $275,771 |
2013 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| DATA RESEARCH GROUP | COMPUTER SUPPORT | $605,843 | |
| LOOMIS SAYLES & CO LP | INVESTMENT MANAGER | $290,409 | |
| ZIGLER CAPITAL MANAGEMENT LLC | INVESTMENT MANAGER | $276,345 | |
| GW CAPITAL | INVESTMENT MANAGER | $274,782 | |
| WELLS CAPITAL MANAGEMENT | INVESTMENT MANAGER | $264,044 |
2012 · 5 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| NETBYTES INC | CENTREVILLE, VA | COMPUTER SUPPORT | $1,056,481 |
| ROBECO INVESTMENT MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $358,172 |
| QUEST INVESTMENT MANAGEMENT | PORTLAND, OR | INVESTMENT MANAGER | $356,724 |
| LOTTSOFF CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $290,878 |
| LOOMIS SAYLES & CO LP | BOSTON, MA | INVESTMENT MANAGER | $253,302 |
2011 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| NETBYTES INC | CENTREVILLE, VA | COMPUTER SUPPORT | $899,846 |
| ROBECO INVESTMENT MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $357,994 |
| QUEST INVESTMENT MANAGEMENT | PORTLAND, OR | INVESTMENT MANAGER | $351,700 |
| LOTTSOFF CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $311,731 |
| LOOMIS SAYLES & CO LP | BOSTON, MA | INVESTMENT MANAGER | $250,484 |
2010 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| NETBYTES INC | CENTREVILLE, VA | COMPUTER SUPPORT | $765,335 |
| ROBECO INVESTMENT MANAGEMENT | NEW YORK, NY | INVESTMENT MANAGER | $336,680 |
| QUEST INVESTMENT MANAGEMENT | PORTLAND, OR | INVESTMENT MANAGER | $326,966 |
| LOTTSOFF CAPITAL MANAGEMENT | CHICAGO, IL | INVESTMENT MANAGER | $312,719 |
| JENNINGS SIGMUND PC | PHILADELPHIA, PA | LEGAL | $272,099 |
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 | ||||||||
| $182,025,287 | $62,200,862 | $1,649,731,405 | $1,646,199,512 | $0 | $88,699,786 | $361,783 | 4,660 | 0 |
| 2023 · Form 990 | ||||||||
| $155,827,952 | $60,410,062 | $1,460,583,793 | $1,458,355,786 | $0 | $82,217,121 | $271,630 | 1,995 | 0 |
| 2022 · Form 990 | ||||||||
| $114,673,202 | $55,240,190 | $1,274,548,085 | $1,264,914,741 | $235,605 | $74,767,158 | $272,150 | 2,787 | 0 |
| 2021 · Form 990 | ||||||||
| $151,786,924 | $58,230,830 | $1,444,601,177 | $1,442,798,556 | $0 | $69,897,182 | $245,075 | 3,216 | 0 |
| 2020 · Form 990 | ||||||||
| $129,594,839 | $78,155,219 | $1,246,689,739 | $1,243,858,255 | $0 | $66,871,919 | $274,989 | 7,285 | 0 |
| 2019 · Form 990 | ||||||||
| $94,970,524 | $39,758,889 | $1,099,083,445 | $1,097,850,472 | $0 | $70,770,016 | $263,874 | 1,644 | 0 |
| 2018 · Form 990 | ||||||||
| $148,595,603 | $41,928,163 | $899,484,136 | $898,659,393 | $0 | $67,156,036 | $281,652 | 1,785 | 0 |
| 2017 · Form 990 | ||||||||
| $117,488,480 | $40,869,608 | $918,697,476 | $902,913,066 | $0 | $62,489,646 | $280,356 | 1,886 | 0 |
| 2016 · Form 990 | ||||||||
| $83,780,293 | $41,196,956 | $775,338,301 | $774,029,609 | $0 | $59,675,085 | $277,130 | 14 | 0 |
| 2015 · Form 990 | ||||||||
| $94,647,676 | $41,807,877 | $723,442,651 | $720,031,370 | $0 | $57,024,045 | $274,454 | 15 | 0 |
| 2014 · Form 990 | ||||||||
| $85,704,203 | $43,872,891 | $694,675,708 | $691,680,941 | $0 | $53,817,357 | $271,534 | 14 | 0 |
| 2013 · Form 990 | ||||||||
| $114,255,138 | $46,050,973 | $640,316,620 | $638,909,898 | $0 | $52,532,229 | $203,351 | 18 | 0 |
| 2012 · Form 990 | ||||||||
| $90,766,122 | $51,749,270 | $538,017,228 | $532,330,059 | $0 | $54,190,701 | $243,851 | 32 | 0 |
| 2011 · Form 990 | ||||||||
| $91,217,067 | $63,353,542 | $475,364,007 | $472,768,033 | $0 | $52,032,242 | $246,294 | 35 | 0 |
| 2010 · Form 990 | ||||||||
| $84,466,084 | $84,603,373 | $477,531,354 | $476,267,362 | $0 | $48,909,604 | $227,978 | 25 | 0 |
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.
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION Washington, DC · 1 person in common (John Daniel)
- SMART VSTD GROUP PLAN Washington, DC · 1 person in common (John Daniel)
- UNITED UNIONS INC Washington, DC · 1 person in common (John Daniel)
- SMART DISCIPLINE INCOME PROTECTION PROGRAM Independence, OH · 1 person in common (John Daniel)
- SHEET METAL WORKERS HEALTH PLAN Goodlettsvlle, TN · 1 person in common (Kenneth Colombo)
- SHEET METAL WORKERS INTERNATIONAL ASSOC STAFF HEALTH FUND Washington, DC · 1 person in common (John Daniel)
- SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND Independence, OH · 1 person in common (John Daniel)
- SHEET METAL INDUSTRY LABOR MANAGEMENT COOPERATION FUND Chantilly, VA · 1 person in common (John Daniel)
- SHEET METAL WORKERS INTERNATIONAL SCHOLARSHIP FUND Washington, DC · 1 person in common (John Daniel)
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGANIZATI Washington, DC · 1 person in common (John Daniel)
- SHEET METAL WORKERS INTERNATIONAL ASSOCIATION OFFICE EMPLOYEES Washington, DC · 1 person in common (John Daniel)
- SMART ILLINOIS STATE COUNCIL Rock Island, IL · 1 person in common (John Daniel)
- SHEET METAL WORKERS ACCIDENTAL Falls Church, VA · 1 person in common (John Daniel)
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
No similar organizations found.
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
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 · $62,200,862 spent · pay $1,971,558 · grants $0 · events $97,810
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $54,157,260 | - | - | - | 87.1% | |
| Fees: investment management | $3,972,833 | - | - | - | 6.4% | |
| Other salaries and wages | $1,048,168 | - | - | - | 1.7% | |
| Fees: other services | $1,009,548 | - | - | - | 1.6% | |
| Pay: officers, directors, trustees, key employees | $361,783 | - | - | - | 0.6% | |
| Other employee benefits | $290,469 | - | - | - | 0.5% | |
| Occupancy | $188,340 | - | - | - | 0.3% | |
| Pension plan contributions | $179,848 | - | - | - | 0.3% | |
| Office expenses | $167,327 | - | - | - | 0.3% | |
| Fees: legal | $151,003 | - | - | - | 0.2% | |
| Information technology | $136,310 | - | - | - | 0.2% | |
| Fees: accounting | $134,825 | - | - | - | 0.2% | |
| Insurance | $109,166 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $97,810 | - | - | - | 0.2% | |
| Payroll taxes | $91,290 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $47,135 | - | - | - | 0.1% |
| Depreciation and depletion | $17,855 | - | - | - | 0.0% | |
| Travel | $17,178 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $12,519 | - | - | - | 0.0% |
| Advertising and promotion | $10,195 | - | - | - | 0.0% | |
| Total | $62,200,862 | 100% |
2023 · Form 990 · $60,410,062 spent · pay $1,779,470 · grants $0 · events $131,535
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $52,720,407 | - | - | - | 87.3% | |
| Fees: investment management | $3,846,316 | - | - | - | 6.4% | |
| Other salaries and wages | $970,636 | - | - | - | 1.6% | |
| Fees: other services | $934,370 | - | - | - | 1.5% | |
| Other employee benefits | $277,870 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $271,630 | - | - | - | 0.4% | |
| Information technology | $217,890 | - | - | - | 0.4% | |
| Office expenses | $213,544 | - | - | - | 0.4% | |
| Occupancy | $188,340 | - | - | - | 0.3% | |
| Pension plan contributions | $171,298 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $131,535 | - | - | - | 0.2% | |
| Fees: accounting | $127,197 | - | - | - | 0.2% | |
| Insurance | $104,763 | - | - | - | 0.2% | |
| Payroll taxes | $88,036 | - | - | - | 0.1% | |
| Fees: legal | $75,489 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $24,903 | - | - | - | 0.0% |
| Depreciation and depletion | $18,428 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $10,947 | - | - | - | 0.0% |
| Advertising and promotion | $10,145 | - | - | - | 0.0% | |
| Travel | $6,318 | - | - | - | 0.0% | |
| Total | $60,410,062 | 100% |
2022 · Form 990 · $55,240,190 spent · pay $1,849,505 · grants $0 · events $70,021
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $47,649,167 | - | - | - | 86.3% | |
| Fees: investment management | $3,800,938 | - | - | - | 6.9% | |
| Other salaries and wages | $1,006,532 | - | - | - | 1.8% | |
| Fees: other services | $863,212 | - | - | - | 1.6% | |
| Other employee benefits | $307,326 | - | - | - | 0.6% | |
| Office expenses | $278,033 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $272,150 | - | - | - | 0.5% | |
| Occupancy | $188,340 | - | - | - | 0.3% | |
| Pension plan contributions | $173,655 | - | - | - | 0.3% | |
| Information technology | $151,417 | - | - | - | 0.3% | |
| Fees: accounting | $122,488 | - | - | - | 0.2% | |
| Insurance | $106,948 | - | - | - | 0.2% | |
| Fees: legal | $90,253 | - | - | - | 0.2% | |
| Payroll taxes | $89,842 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $70,021 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $26,601 | - | - | - | 0.0% |
| Depreciation and depletion | $21,079 | - | - | - | 0.0% | |
| Advertising and promotion | $9,788 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $9,779 | - | - | - | 0.0% |
| Travel | $2,621 | - | - | - | 0.0% | |
| Total | $55,240,190 | 100% |
2021 · Form 990 · $58,230,830 spent · pay $1,599,834 · grants $0 · events $32,153
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $50,297,615 | - | - | - | 86.4% | |
| Fees: investment management | $4,392,785 | - | - | - | 7.5% | |
| Fees: other services | $976,794 | - | - | - | 1.7% | |
| Other salaries and wages | $865,919 | - | - | - | 1.5% | |
| Other employee benefits | $248,667 | - | - | - | 0.4% | |
| Pay: officers, directors, trustees, key employees | $245,075 | - | - | - | 0.4% | |
| Office expenses | $236,794 | - | - | - | 0.4% | |
| Occupancy | $185,949 | - | - | - | 0.3% | |
| Information technology | $166,851 | - | - | - | 0.3% | |
| Pension plan contributions | $166,010 | - | - | - | 0.3% | |
| Fees: accounting | $114,000 | - | - | - | 0.2% | |
| Insurance | $91,744 | - | - | - | 0.2% | |
| Payroll taxes | $74,163 | - | - | - | 0.1% | |
| Fees: legal | $71,816 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $32,153 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $27,837 | - | - | - | 0.0% |
| Depreciation and depletion | $17,084 | - | - | - | 0.0% | |
| Advertising and promotion | $9,338 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $8,140 | - | - | - | 0.0% |
| Travel | $2,096 | - | - | - | 0.0% | |
| Total | $58,230,830 | 100% |
2020 · Form 990 · $78,155,219 spent · pay $1,468,507 · grants $0 · events $2,339
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $71,423,512 | - | - | - | 91.4% | |
| Fees: investment management | $3,559,888 | - | - | - | 4.6% | |
| Fees: other services | $923,965 | - | - | - | 1.2% | |
| Other salaries and wages | $761,298 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $274,989 | - | - | - | 0.4% | |
| Other employee benefits | $210,091 | - | - | - | 0.3% | |
| Occupancy | $159,648 | - | - | - | 0.2% | |
| Information technology | $156,758 | - | - | - | 0.2% | |
| Pension plan contributions | $149,547 | - | - | - | 0.2% | |
| Office expenses | $120,275 | - | - | - | 0.2% | |
| Fees: accounting | $117,644 | - | - | - | 0.2% | |
| Insurance | $89,182 | - | - | - | 0.1% | |
| Fees: legal | $82,096 | - | - | - | 0.1% | |
| Payroll taxes | $72,582 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $28,284 | - | - | - | 0.0% |
| Advertising and promotion | $9,315 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $7,267 | - | - | - | 0.0% |
| Depreciation and depletion | $6,539 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,339 | - | - | - | 0.0% | |
| Total | $78,155,219 | 100% |
2019 · Form 990 · $39,758,889 spent · pay $1,488,077 · grants $0 · events $63,888
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,836,114 | - | - | - | 85.1% | |
| Fees: investment management | $3,100,091 | - | - | - | 7.8% | |
| Other salaries and wages | $780,836 | - | - | - | 2.0% | |
| Fees: other services | $660,784 | - | - | - | 1.7% | |
| Pay: officers, directors, trustees, key employees | $263,874 | - | - | - | 0.7% | |
| Other employee benefits | $230,750 | - | - | - | 0.6% | |
| Occupancy | $159,651 | - | - | - | 0.4% | |
| Pension plan contributions | $141,634 | - | - | - | 0.4% | |
| Office expenses | $122,433 | - | - | - | 0.3% | |
| Fees: accounting | $113,169 | - | - | - | 0.3% | |
| Fees: legal | $96,865 | - | - | - | 0.2% | |
| Payroll taxes | $70,983 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $63,888 | - | - | - | 0.2% | |
| Other (as described) | BANK FEES | $28,237 | - | - | - | 0.1% |
| Insurance | $28,086 | - | - | - | 0.1% | |
| Information technology | $25,600 | - | - | - | 0.1% | |
| Advertising and promotion | $11,461 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $8,144 | - | - | - | 0.0% |
| Depreciation and depletion | $7,302 | - | - | - | 0.0% | |
| Travel | $6,487 | - | - | - | 0.0% | |
| Other (as described) | BENEFIT ADMINISTRATION | $2,500 | - | - | - | 0.0% |
| Total | $39,758,889 | 100% |
2018 · Form 990 · $41,928,163 spent · pay $1,473,110 · grants $0 · events $39,196
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $36,269,520 | - | - | - | 86.5% | |
| Fees: investment management | $2,942,899 | - | - | - | 7.0% | |
| Other salaries and wages | $729,227 | - | - | - | 1.7% | |
| Fees: other services | $632,711 | - | - | - | 1.5% | |
| Other employee benefits | $393,079 | - | - | - | 0.9% | |
| Pay: officers, directors, trustees, key employees | $281,652 | - | - | - | 0.7% | |
| Occupancy | $154,752 | - | - | - | 0.4% | |
| Office expenses | $119,915 | - | - | - | 0.3% | |
| Fees: accounting | $110,856 | - | - | - | 0.3% | |
| Insurance | $78,787 | - | - | - | 0.2% | |
| Payroll taxes | $69,152 | - | - | - | 0.2% | |
| Fees: legal | $41,981 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $39,196 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $20,893 | - | - | - | 0.0% |
| Information technology | $16,949 | - | - | - | 0.0% | |
| Advertising and promotion | $9,330 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $7,540 | - | - | - | 0.0% |
| Depreciation and depletion | $5,235 | - | - | - | 0.0% | |
| Travel | $4,489 | - | - | - | 0.0% | |
| Total | $41,928,163 | 100% |
2017 · Form 990 · $40,869,608 spent · pay $1,455,338 · grants $0 · events $49,100
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,134,164 | - | - | - | 86.0% | |
| Fees: investment management | $2,933,237 | - | - | - | 7.2% | |
| Other salaries and wages | $710,621 | - | - | - | 1.7% | |
| Fees: other services | $691,917 | - | - | - | 1.7% | |
| Other employee benefits | $396,507 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $280,356 | - | - | - | 0.7% | |
| Occupancy | $158,244 | - | - | - | 0.4% | |
| Fees: accounting | $90,000 | - | - | - | 0.2% | |
| Information technology | $85,465 | - | - | - | 0.2% | |
| Office expenses | $79,791 | - | - | - | 0.2% | |
| Insurance | $76,436 | - | - | - | 0.2% | |
| Payroll taxes | $67,854 | - | - | - | 0.2% | |
| Fees: legal | $61,415 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $49,100 | - | - | - | 0.1% | |
| Other (as described) | BANK FEES | $20,199 | - | - | - | 0.0% |
| Travel | $12,820 | - | - | - | 0.0% | |
| Advertising and promotion | $9,245 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $7,002 | - | - | - | 0.0% |
| Depreciation and depletion | $5,235 | - | - | - | 0.0% | |
| Total | $40,869,608 | 100% |
2016 · Form 990 · $41,196,956 spent · pay $1,337,182 · grants $0 · events $73,561
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,165,735 | - | - | - | 85.4% | |
| Fees: investment management | $2,481,404 | - | - | - | 6.0% | |
| Fees: other services | $691,802 | - | - | - | 1.7% | |
| Other salaries and wages | $624,029 | - | - | - | 1.5% | |
| Information technology | $583,299 | - | - | - | 1.4% | |
| Pay: officers, directors, trustees, key employees | $277,130 | - | - | - | 0.7% | |
| Other employee benefits | $253,130 | - | - | - | 0.6% | |
| Other (as described) | FEDERAL TAXES AND OTHER | $248,229 | - | - | - | 0.6% |
| Occupancy | $157,172 | - | - | - | 0.4% | |
| Fees: legal | $124,047 | - | - | - | 0.3% | |
| Pension plan contributions | $123,802 | - | - | - | 0.3% | |
| Office expenses | $98,674 | - | - | - | 0.2% | |
| Fees: accounting | $90,000 | - | - | - | 0.2% | |
| Insurance | $84,573 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $73,561 | - | - | - | 0.2% | |
| Payroll taxes | $59,091 | - | - | - | 0.1% | |
| Depreciation and depletion | $33,807 | - | - | - | 0.1% | |
| Travel | $10,637 | - | - | - | 0.0% | |
| Advertising and promotion | $9,598 | - | - | - | 0.0% | |
| Other (as described) | LICENSES AND TAXES | $6,939 | - | - | - | 0.0% |
| Other (as described) | DEATH SEARCH | $297 | - | - | - | 0.0% |
| Total | $41,196,956 | 100% |
2015 · Form 990 · $41,807,877 spent · pay $1,520,060 · grants $0 · events $66,907
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $36,006,100 | - | - | - | 86.1% | |
| Fees: investment management | $2,429,267 | - | - | - | 5.8% | |
| Other salaries and wages | $771,104 | - | - | - | 1.8% | |
| Fees: other services | $593,600 | - | - | - | 1.4% | |
| Information technology | $402,834 | - | - | - | 1.0% | |
| Pay: officers, directors, trustees, key employees | $274,454 | - | - | - | 0.7% | |
| Other employee benefits | $250,324 | - | - | - | 0.6% | |
| Fees: legal | $226,236 | - | - | - | 0.5% | |
| Occupancy | $177,092 | - | - | - | 0.4% | |
| Pension plan contributions | $153,287 | - | - | - | 0.4% | |
| Office expenses | $120,277 | - | - | - | 0.3% | |
| Fees: accounting | $90,178 | - | - | - | 0.2% | |
| Insurance | $85,945 | - | - | - | 0.2% | |
| Payroll taxes | $70,891 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $66,907 | - | - | - | 0.2% | |
| Depreciation and depletion | $62,044 | - | - | - | 0.1% | |
| Travel | $9,270 | - | - | - | 0.0% | |
| Other (as described) | LICENSES AND TAXES | $8,699 | - | - | - | 0.0% |
| Advertising and promotion | $8,625 | - | - | - | 0.0% | |
| Other (as described) | TEMPORARY HELP | $743 | - | - | - | 0.0% |
| Total | $41,807,877 | 100% |
2014 · Form 990 · $43,872,891 spent · pay $1,511,142 · grants $0 · events $60,593
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $38,156,882 | - | - | - | 87.0% | |
| Fees: investment management | $2,324,635 | - | - | - | 5.3% | |
| Fees: other services | $818,644 | - | - | - | 1.9% | |
| Other salaries and wages | $769,553 | - | - | - | 1.8% | |
| Information technology | $279,520 | - | - | - | 0.6% | |
| Pay: officers, directors, trustees, key employees | $271,534 | - | - | - | 0.6% | |
| Other employee benefits | $255,379 | - | - | - | 0.6% | |
| Occupancy | $177,925 | - | - | - | 0.4% | |
| Pension plan contributions | $144,992 | - | - | - | 0.3% | |
| Office expenses | $135,538 | - | - | - | 0.3% | |
| Fees: legal | $120,521 | - | - | - | 0.3% | |
| Depreciation and depletion | $107,739 | - | - | - | 0.2% | |
| Insurance | $86,018 | - | - | - | 0.2% | |
| Fees: accounting | $70,699 | - | - | - | 0.2% | |
| Payroll taxes | $69,684 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $60,593 | - | - | - | 0.1% | |
| Other (as described) | LICENSES AND TAXES | $9,317 | - | - | - | 0.0% |
| Travel | $7,610 | - | - | - | 0.0% | |
| Advertising and promotion | $5,210 | - | - | - | 0.0% | |
| Other (as described) | TEMPORARY HELP | $788 | - | - | - | 0.0% |
| Other (as described) | LOSS ON DISPOSAL OF EQU | $110 | - | - | - | 0.0% |
| Total | $43,872,891 | 100% |
2013 · Form 990 · $46,050,973 spent · pay $1,641,345 · grants $0 · events $72,039
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $39,926,648 | - | - | - | 86.7% | |
| Fees: investment management | $2,056,780 | - | - | - | 4.5% | |
| Other salaries and wages | $840,783 | - | - | - | 1.8% | |
| Fees: other services | $826,382 | - | - | - | 1.8% | |
| Information technology | $628,740 | - | - | - | 1.4% | |
| Other employee benefits | $349,223 | - | - | - | 0.8% | |
| Pay: officers, directors, trustees, key employees | $203,351 | - | - | - | 0.4% | |
| Occupancy | $189,396 | - | - | - | 0.4% | |
| Depreciation and depletion | $184,475 | - | - | - | 0.4% | |
| Fees: legal | $175,839 | - | - | - | 0.4% | |
| Pension plan contributions | $171,482 | - | - | - | 0.4% | |
| Office expenses | $133,994 | - | - | - | 0.3% | |
| Insurance | $96,912 | - | - | - | 0.2% | |
| Fees: accounting | $91,652 | - | - | - | 0.2% | |
| Payroll taxes | $76,506 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $72,039 | - | - | - | 0.2% | |
| Advertising and promotion | $11,971 | - | - | - | 0.0% | |
| Other (as described) | LICENSES AND TAXES | $7,311 | - | - | - | 0.0% |
| Other (as described) | TEMPORARY HELP | $5,003 | - | - | - | 0.0% |
| Travel | $2,486 | - | - | - | 0.0% | |
| Total | $46,050,973 | 100% |
2012 · Form 990 · $51,749,270 spent · pay $2,071,724 · grants $0 · events $65,251
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $44,606,731 | - | - | - | 86.2% | |
| Fees: investment management | $2,119,221 | - | - | - | 4.1% | |
| Other salaries and wages | $1,104,699 | - | - | - | 2.1% | |
| Information technology | $1,081,152 | - | - | - | 2.1% | |
| Other (as described) | COLLECTION SERVICES | $438,754 | - | - | - | 0.8% |
| Other employee benefits | $429,776 | - | - | - | 0.8% | |
| Office expenses | $318,337 | - | - | - | 0.6% | |
| Occupancy | $269,079 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $243,851 | - | - | - | 0.5% | |
| Fees: legal | $238,932 | - | - | - | 0.5% | |
| Depreciation and depletion | $228,996 | - | - | - | 0.4% | |
| Pension plan contributions | $193,805 | - | - | - | 0.4% | |
| Fees: other services | $118,311 | - | - | - | 0.2% | |
| Insurance | $101,698 | - | - | - | 0.2% | |
| Payroll taxes | $99,593 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $65,251 | - | - | - | 0.1% | |
| Fees: accounting | $50,505 | - | - | - | 0.1% | |
| Travel | $14,087 | - | - | - | 0.0% | |
| Other (as described) | TEMPORARY HELP | $10,867 | - | - | - | 0.0% |
| Advertising and promotion | $10,003 | - | - | - | 0.0% | |
| Other (as described) | LICENSES AND TAXES | $5,622 | - | - | - | 0.0% |
| Total | $51,749,270 | 100% |
2011 · Form 990 · $63,353,542 spent · pay $2,127,425 · grants $0 · events $67,593
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $57,254,070 | - | - | - | 90.4% | |
| Fees: investment management | $2,085,681 | - | - | - | 3.3% | |
| Other salaries and wages | $1,139,058 | - | - | - | 1.8% | |
| Other employee benefits | $437,727 | - | - | - | 0.7% | |
| Other (as described) | COLLECTION SERVICES | $335,179 | - | - | - | 0.5% |
| Occupancy | $304,808 | - | - | - | 0.5% | |
| Fees: legal | $303,118 | - | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $246,294 | - | - | - | 0.4% | |
| Depreciation and depletion | $237,826 | - | - | - | 0.4% | |
| Fees: other services | $203,704 | - | - | - | 0.3% | |
| Pension plan contributions | $201,466 | - | - | - | 0.3% | |
| Information technology | $109,642 | - | - | - | 0.2% | |
| Insurance | $104,448 | - | - | - | 0.2% | |
| Payroll taxes | $102,880 | - | - | - | 0.2% | |
| Office expenses | $99,582 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $67,593 | - | - | - | 0.1% | |
| Fees: accounting | $58,998 | - | - | - | 0.1% | |
| Travel | $24,813 | - | - | - | 0.0% | |
| Advertising and promotion | $18,043 | - | - | - | 0.0% | |
| Other (as described) | TEMPORARY HELP | $13,082 | - | - | - | 0.0% |
| Other (as described) | LICENSES AND TAXES | $5,530 | - | - | - | 0.0% |
| Total | $63,353,542 | 100% |
2010 · Form 990 · $84,603,373 spent · pay $2,053,806 · grants $0 · events $46,457
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $78,405,975 | - | - | - | 92.7% | |
| Fees: investment management | $2,037,572 | - | - | - | 2.4% | |
| Other salaries and wages | $1,070,774 | - | - | - | 1.3% | |
| Other employee benefits | $440,664 | - | - | - | 0.5% | |
| Fees: legal | $367,955 | - | - | - | 0.4% | |
| Occupancy | $340,384 | - | - | - | 0.4% | |
| Other (as described) | COLLECTION SERVICES | $298,929 | - | - | - | 0.4% |
| Depreciation and depletion | $247,877 | - | - | - | 0.3% | |
| Pay: officers, directors, trustees, key employees | $227,978 | - | - | - | 0.3% | |
| Information technology | $220,993 | - | - | - | 0.3% | |
| Pension plan contributions | $219,574 | - | - | - | 0.3% | |
| Fees: other services | $219,409 | - | - | - | 0.3% | |
| Office expenses | $112,420 | - | - | - | 0.1% | |
| Insurance | $105,801 | - | - | - | 0.1% | |
| Payroll taxes | $94,816 | - | - | - | 0.1% | |
| Fees: accounting | $91,337 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $46,457 | - | - | - | 0.1% | |
| Travel | $21,758 | - | - | - | 0.0% | |
| Advertising and promotion | $19,952 | - | - | - | 0.0% | |
| Other (as described) | TEMPORARY HELP | $8,237 | - | - | - | 0.0% |
| Other (as described) | LICENSES AND TAXES | $4,511 | - | - | - | 0.0% |
| Total | $84,603,373 | 100% |
Comments