SURETY & FIDELITY ASSOCIATION OF AMERICA

Cite this

Plain text SURETY & FIDELITY ASSOCIATION OF AMERICA. furp.org, nonprofit organization profile, tax years 2015–2025. https://furp.org/org/surety-and-fidelity-association-of-america-260003391. Retrieved 2026-10-29.

APA furp.org. (n.d.). SURETY & FIDELITY ASSOCIATION OF AMERICA [Nonprofit organization profile; tax years 2015–2025]. Retrieved October 29, 2026, from https://furp.org/org/surety-and-fidelity-association-of-america-260003391

MLA “SURETY & FIDELITY ASSOCIATION OF AMERICA.” furp.org, tax years 2015–2025, https://furp.org/org/surety-and-fidelity-association-of-america-260003391. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2015–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $6.2M · expenses $6.0M · assets $9.8M

Also known as
AMERICA
EIN
26-0003391
Address
1146 19TH ST NW STE 700, WASHINGTON, DC 20036-3727
Website
WWW.SURETY.ORG
NTEE code
Y20
Exempt type
501(c)(6): business league or chamber of commerce (corporation)
Ruling date
February 2002 (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

PERFORMS A LEADERSHIP ROLE IN PROMOTING AND PRESERVING THE USE OF FIDELITY AND SURETY BONDS TO PROTECT PUBLIC AND PRIVATE INTERESTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Julie Alleyne VP, POLICY; GEN COUNSEL, SECR-TREASURER2019-2025 $408,593$2,083,004 1
Alan Clark ACTUARY2015-2025 $222,513$1,901,459 1
William Heinbokel DIR, FIDELITY & REG COMPLIANCE2019-2025 $304,200$1,817,315 1
Peter Roth VP, STRAT COMM, MKT, & RESEARCH2020-2025 $373,291$1,786,707 2
Edward O'Donnell MGR, STASTISTICAL2017-2025 $219,414$1,606,926 1
Ryan Work PRESIDENT & CEO2024-2025 $692,534$1,245,064 2
Adam D Brackemyre VP, GOVERNMENT AFFAIRS2021-2025 $263,019$1,198,470 1
Paul Wischer DIR, POLICY & ASST GENERAL COUNSEL2023-2025 $150,005$564,586 1
Brian Muhlbach DIR, MKT & COMMUNICATIONS2023-2025 $195,727$543,294 1
Zachary Levine SNR MGR, MKT & COMMUNICATIONS2024-2025 $178,926$334,606 1
Alex Gleason HEAD OF GOVERNMENT AFFAIRS2025 $229,303$229,303 1
Lynn Schubert (former) FORMER PRESIDENT2015-2019 $106,323$3,013,302 2
J Lee Covington Ii (former) PRESIDENT & CEO (TO SEP '23)2020-2023 $554,212$2,512,911 2
Joseph Orgovan (former) DIR, INFO TECHNOLOGY2015-2020 $233,716$1,293,500 1
Barbara Finnegan Reiff (former) TREASURER & DIR, OPS (THRU 7/2020)2015-2020 $131,002$1,258,394 1
Lenore Marema (former) VP GOVERNMENT AFFIARS (UNTIL 7/19)2015-2019 $197,518$1,250,156 1
Robert Duke (former) SECRETARY & CORP COUNSEL (UNTIL 3/19)2015-2019 $78,044$1,248,732 1
Joanne Brooks (former) VP, CORP COUNSEL (TIL 9/2018)2015-2018 $302,972$1,062,846 1
J Lee Covington (former) PRESIDENT2019 $642,782$642,782 2
Dalton Defendis (former) DIR, GOVT AFFAIRS2020-2021 $132,640$309,179 1
Stephen Taylor (former) DIR, POLICY & ASST GEN COUNSEL2020-2021 $180,073$290,327 1
Devin Girardi (former) SURETY COUNSEL2018-2019 $142,043$251,697 1
Lee Ann Alexander (former) VP, GOVT AFFAIRS (TO 7/2020)2019-2020 $167,545$236,791 1
Lee Covington (former) PRESIDENT (FROM 10/2018)2018 $130,009$130,009 1
Edward Gallagher See Sched O (former) FORMER SECRETARY/TREASURER2015 $124,332$124,332 1
Patrick Russell (former) DR, GOVERNMENT AFFAIRS2023 $121,042$121,042 1
Lindsay M Graham (former) DIR, MARKETING & COMMUNICATIONS2021 $120,206$120,206 1
Bryan Surcouf (former) COMMUNICATIONS MANAGER2019 $112,179$112,179 1

Officers and directors, no compensation reported

44 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Larry Taylor DIRECTOR2015-2025 0 $0 reported 2
Bryce Grissom DIRECTOR2024-2025 0 $0 reported 2
Antonio Albanese DIRECTOR2016-2025 0 $0 reported 2
Mike Zurcher DIRECTOR2024-2025 0 $0 reported 2
Michael Keimig CHAIR2020-2025 0 $0 reported 1
Stephen Ruschak VICE CHAIR2016-2025 0 $0 reported 1
Ken Bearley DIRECTOR2021-2025 0 $0 reported 1
John Guglielmo DIRECTOR2023-2025 0 $0 reported 1
Stephen Haney DIRECTOR2015-2025 0 $0 reported 1
James Kawiecki DIRECTOR2018-2025 0 $0 reported 1
Matthew Lubin DIRECTOR2022-2025 0 $0 reported 1
Tim Mikolajewski DIRECTOR2015-2025 0 $0 reported 2
Chris Nolan DIRECTOR2024-2025 0 $0 reported 1
Alan Pavlic DIRECTOR (TO NOV '25)2015-2025 0 $0 reported 1
Sharon Sims DIRECTOR2023-2025 0 $0 reported 1
Gary Stumper DIRECTOR2020-2025 0 $0 reported 1
John Welch DIRECTOR2015-2025 0 $0 reported 1
Michael Heidrick DIRECTOR2025 0 $0 reported 1
Robert Raney (former) VICE CHAIR (TO 2024)2020-2024 0 $0 reported 1
Bob Murray (former) PAST CHAIR2016-2024 0 $0 reported 1
Rick Ciullo (former) DIRECTOR2015-2024 0 $0 reported 2
Kenneth Chapman (former) DIRECTOR2020-2023 0 $0 reported 2
Sarina Pucio (former) DIRECTOR (TO JUN '23)2022-2023 0 $0 reported 1
Michael Seff (former) DIRECTOR (TO JUN '23)2020-2023 0 $0 reported 1
Steve Anderson (former) DIRECTOR (TO APR '22)2019-2022 0 $0 reported 1
Gary Dunbar (former) DIRECTOR (TO JAN '21)2015-2021 0 $0 reported 1
Nancy Giordano-Ramos (former) DIRECTOR (TO DEC '21)2018-2021 0 $0 reported 1
Shawn Lynch (former) DIRECTOR (TO SEP '21)2019-2021 0 $0 reported 1
Sarina Puccio (former) DIRECTOR (FROM SEP '21)2021 0 $0 reported 1
Thomas Kunkel (former) DIRECTOR (THRU 5/28)2015-2020 0 $0 reported 2
John Knox (former) DIRECTOR (THRU 5/28)2015-2020 0 $0 reported 1
Dennis Baus (former) DIRECTOR2015-2019 0 $0 reported 1
John Knox Jr (former) DIRECTOR2019 0 $0 reported 1
Ross Fisher (former) IMMEDIATE PAST CHAIR2015-2018 1 $0 reported 1
Eric Arnst (former) DIRECTOR2017-2018 1 $0 reported 1
John Phinney (former) DIRECTOR2017-2018 0 $0 reported 1
Dan Young (former) DIRECTOR2015-2018 0 $0 reported 1
Theodore Martinez (former) DIRECTOR (TIL 5/2018)2017-2018 0 $0 reported 1
Michael Fay (former) DIRECTOR2015-2016 0 $0 reported 1
Jeffrey Ryan (former) DIRECTOR2015-2016 0 $0 reported 1
Robert Thomas (former) DIRECTOR2015-2016 0 $0 reported 1
Andrew Tuma (former) DIRECTOR2015-2016 0 $0 reported 1
Harry Crowell (former) DIRECTOR2015 0 $0 reported 1
Michael Bond (former) DIRECTOR2015 0 $0 reported 1

People by year

2025 · 29 people listed · 11 paid, $3.2M · 19 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RYAN WORK PRESIDENT & CEO50 $610,386$0$82,148 $692,5342
JULIE ALLEYNE VP, POLICY; GEN COUNSEL, SECR-TREASURER45 $330,065$0$78,528 $408,5931
PETER ROTH VP, STRAT COMM, MKT, & RESEARCH40 $314,592$0$58,699 $373,2912
WILLIAM HEINBOKEL DIR, FIDELITY & REG COMPLIANCE40 $250,919$0$53,281 $304,2001
ADAM D BRACKEMYRE VP, GOVERNMENT AFFAIRS40 $214,910$0$48,109 $263,0191
ALEX GLEASON HEAD OF GOVERNMENT AFFAIRS40 $218,674$0$10,629 $229,3031
ALAN CLARK ACTUARY40 $163,921$0$58,592 $222,5131
EDWARD O'DONNELL MGR, STASTISTICAL40 $160,658$0$58,756 $219,4141
BRIAN MUHLBACH DIR, MKT & COMMUNICATIONS40 $160,727$0$35,000 $195,7271
ZACHARY LEVINE SNR MGR, MKT & COMMUNICATIONS40 $126,644$0$52,282 $178,9261
PAUL WISCHER DIR, POLICY & ASST GENERAL COUNSEL40 $115,543$0$34,462 $150,0051
MICHAEL KEIMIG CHAIR0 $0$0$0 $01
STEPHEN RUSCHAK VICE CHAIR0 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
KEN BEARLEY DIRECTOR0 $0$0$0 $01
BRYCE GRISSOM DIRECTOR0 $0$0$0 $02
JOHN GUGLIELMO DIRECTOR0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
MICHAEL HEIDRICK DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
MATTHEW LUBIN DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR0 $0$0$0 $02
CHRIS NOLAN DIRECTOR0 $0$0$0 $01
ALAN PAVLIC DIRECTOR (TO NOV '25)0 $0$0$0 $01
SHARON SIMS DIRECTOR0 $0$0$0 $01
GARY STUMPER DIRECTOR0 $0$0$0 $01
LARRY TAYLOR DIRECTOR0 $0$0$0 $02
JOHN WELCH DIRECTOR0 $0$0$0 $01
MIKE ZURCHER DIRECTOR0 $0$0$0 $02
2024 · 30 people listed · 10 paid, $2.9M · 16 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RYAN WORK PRESIDENT & CEO (FROM 2024)50 $524,804$0$27,726 $552,5302
JULIE ALLEYNE VP, POLICY; GEN COUNSEL, SECR-TREASURER45 $321,817$0$77,737 $399,5541
PETER ROTH VP, STRAT COMM, MKT, & RESEARCH40 $311,643$0$57,126 $368,7692
WILLIAM HEINBOKEL DIR, FIDELITY & REG COMPLIANCE40 $238,333$0$50,670 $289,0031
ADAM D BRACKEMYRE VP, GOVERNMENT AFFAIRS40 $210,046$0$46,602 $256,6481
PAUL J WISCHER DIR, POLICY & ASST GENERAL COUNSEL40 $175,567$0$53,416 $228,9831
EDWARD O'DONNELL MGR, STATISTICAL40 $154,612$0$56,508 $211,1201
ALAN CLARK ACTUARY40 $152,233$0$51,253 $203,4861
BRIAN MUHLBACH DR, MKT & COMMUNICATIONS40 $152,939$0$31,670 $184,6091
ZACHARY LEVINE SR MGR, MKT & COMMUNICATIONS40 $129,867$0$25,813 $155,6801
MICHAEL KEIMIG CHAIR0 $0$0$0 $01
ROBERT RANEY VICE CHAIR (TO 2024)0 $0$0$0 $01
STEPHEN RUSCHAK VICE CHAIR0 $0$0$0 $01
BOB MURRAY PAST CHAIR0 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
KEN BEARLEY DIRECTOR0 $0$0$0 $01
RICK CIULLO DIRECTOR0 $0$0$0 $02
BRYCE GRISSOM DIRECTOR (FROM 2024)0 $0$0$0 $02
JOHN GUGLIELMO DIRECTOR0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
MATTHEW LUBIN DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR0 $0$0$0 $02
CHRIS NOLAN DIRECTOR (FROM 2024)0 $0$0$0 $01
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
SHARON SIMS DIRECTOR0 $0$0$0 $01
GARY STUMPER DIRECTOR0 $0$0$0 $01
LARRY TAYLOR DIRECTOR0 $0$0$0 $02
JOHN WELCH DIRECTOR0 $0$0$0 $01
MIKE ZURCHER DIRECTOR0 $0$0$0 $02
2023 · 30 people listed · 10 paid, $2.6M · 16 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J LEE COVINGTON II PRESIDENT & CEO (TO SEP '23)50 $473,316$0$80,896 $554,2122
JULIE ALLEYNE VP, POLICY; GEN COUNSEL, SECR-TREASURER45 $290,716$0$74,459 $365,1751
PETER ROTH VP, STRAT COMM, MKT, & RESEARCH40 $281,766$0$48,942 $330,7082
WILLIAM HEINBOKEL DIR, FIDELITY & REG COMPLIANCE40 $228,479$0$46,229 $274,7081
ADAM D BRACKEMYRE VP, GOVERNMENT AFFAIRS40 $206,696$0$43,678 $250,3741
ALAN CLARK ACTUARY40 $148,979$0$47,717 $196,6961
EDWARD O'DONNELL MGR, STATISTICAL40 $140,239$0$52,725 $192,9641
PAUL J WISCHER DIR, POLICY & ASST GENERAL COUNSEL40 $161,773$0$23,825 $185,5981
BRIAN MUHLBACH DR, MKT & COMMUNICATIONS40 $147,362$0$15,596 $162,9581
PATRICK RUSSELL DR, GOVERNMENT AFFAIRS40 $113,207$0$7,835 $121,0421
BOB MURRAY CHAIR0 $0$0$0 $01
ROBERT RANEY VICE CHAIR0 $0$0$0 $01
JOHN WELCH PAST CHAIR0 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
KEN BEARLEY DIRECTOR0 $0$0$0 $01
KENNETH CHAPMAN DIRECTOR0 $0$0$0 $02
RICK CIULLO DIRECTOR0 $0$0$0 $02
JOHN GUGLIELMO DIRECTOR (FROM JUN '23)0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
MICHAEL KEIMIG DIRECTOR0 $0$0$0 $01
MATTHEW LUBIN DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR0 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
SARINA PUCIO DIRECTOR (TO JUN '23)0 $0$0$0 $01
STEPHEN RUSCHAK DIRECTOR0 $0$0$0 $01
MICHAEL SEFF DIRECTOR (TO JUN '23)0 $0$0$0 $01
SHARON SIMS DIRECTOR (FROM JUN '23)0 $0$0$0 $01
GARY STUMPER DIRECTOR0 $0$0$0 $01
LARRY TAYLOR DIRECTOR0 $0$0$0 $02
2022 · 26 people listed · 7 paid, $2.2M · 15 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J LEE COVINGTON II PRESIDENT & CEO50 $622,798$0$79,523 $702,3212
JULIE ALLEYNE VP, POLICY; GEN COUNSEL, SECR-TREASURER45 $248,570$0$63,201 $311,7711
PETER ROTH VP, STRAT COMM, MKT, & RES40 $240,869$0$39,981 $280,8502
WILLIAM HEINBOKEL DIR, FIDELITY & REG COMPLIANCE40 $220,639$0$40,512 $261,1511
ADAM D BRACKEMYRE VP, GOVERNMENT AFFAIRS40 $195,121$0$38,654 $233,7751
ALAN CLARK ACTUARY40 $142,677$0$42,271 $184,9481
EDWARD O'DONNELL MGR, STATISTICAL40 $134,431$0$47,051 $181,4821
BOB MURRAY CHAIR1 $0$0$0 $01
ROBERT RANEY VICE-CHAIR1 $0$0$0 $01
JOHN WELCH PAST CHAIR1 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
STEVE ANDERSON DIRECTOR (TO APR '22)0 $0$0$0 $01
KEN BEARLEY DIRECTOR0 $0$0$0 $01
KENNETH CHAPMAN DIRECTOR0 $0$0$0 $02
RICK CIULLO DIRECTOR1 $0$0$0 $02
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
MICHAEL KEIMIG DIRECTOR1 $0$0$0 $01
MATTHEW LUBIN DIRECTOR (FROM APR '22)0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR1 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
SARINA PUCIO DIRECTOR0 $0$0$0 $01
STEPHEN RUSCHAK DIRECTOR (FROM APR '22)1 $0$0$0 $01
MICHAEL SEFF DIRECTOR0 $0$0$0 $01
GARY STUMPER DIRECTOR0 $0$0$0 $01
LARRY TAYLOR DIRECTOR0 $0$0$0 $02
2021 · 30 people listed · 10 paid, $2.3M · 17 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J LEE COVINGTON II PRESIDENT & CEO50 $614,692$0$22,048 $636,7402
JULIE ALLEYNE VP, POLICY; GEN COUNSEL, SECR-TREASURER45 $234,984$0$35,905 $270,8891
PETER ROTH VP, STRAT COMM, MKT, & RESEARCH40 $222,036$0$11,440 $233,4762
WILLIAM HEINBOKEL DIR, FIDELITY & REG COMPLIANCE40 $217,676$0$14,145 $231,8211
ADAM D BRACKEMYRE VP, GOVERNMENT AFFAIRS40 $183,285$0$11,369 $194,6541
STEPHEN TAYLOR DIR, POLICY & ASST GEN COUNSEL40 $167,543$0$12,530 $180,0731
ALAN CLARK ACTUARY40 $135,243$0$16,310 $151,5531
EDWARD O'DONNELL MGR, STATISTICAL40 $127,285$0$18,208 $145,4931
DALTON DEFENDIS DIR, GOVT AFFAIRS40 $124,236$0$8,404 $132,6401
LINDSAY M GRAHAM DIR, MARKETING & COMMUNICATIONS40 $120,206$0$0 $120,2061
JOHN WELCH CHAIR0 $0$0$0 $01
BOB MURRAY VICE-CHAIR0 $0$0$0 $01
LARRY TAYLOR PAST CHAIR1 $0$0$0 $02
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
STEVE ANDERSON DIRECTOR0 $0$0$0 $01
KEN BEARLEY DIRECTOR (FROM MAY '21)0 $0$0$0 $01
KENNETH CHAPMAN DIRECTOR0 $0$0$0 $02
RICK CIULLO DIRECTOR1 $0$0$0 $02
GARY DUNBAR DIRECTOR (TO JAN '21)0 $0$0$0 $01
NANCY GIORDANO-RAMOS DIRECTOR (TO DEC '21)0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
MICHAEL KEIMIG DIRECTOR0 $0$0$0 $01
SHAWN LYNCH DIRECTOR (TO SEP '21)0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR1 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
SARINA PUCCIO DIRECTOR (FROM SEP '21)0 $0$0$0 $01
ROBERT RANEY DIRECTOR0 $0$0$0 $01
MICHAEL SEFF DIRECTOR0 $0$0$0 $01
GARY STUMPER DIRECTOR0 $0$0$0 $01
2020 · 31 people listed · 11 paid, $2.5M · 21 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J LEE COVINGTON II PRESIDENT & CEO50 $528,509$0$91,129 $619,6382
JULIE ALLEYNE VP, POLICY; GEN COUNSEL, SECR-TREASURER45 $230,040$0$36,365 $266,4051
WILLIAM HEINBOKEL DIR, FIDELITY & REG COMPLIANCE40 $209,632$0$43,010 $252,6421
JOSEPH ORGOVAN DIR, INFO TECHNOLOGY45 $196,664$0$37,052 $233,7161
PETER ROTH VP, STRAT COMM, MKT, & RESEARCH40 $196,838$0$2,775 $199,6132
ALAN CLARK ACTUARY40 $130,639$0$51,651 $182,2901
EDWARD O'DONNELL MGR, STATISTICAL40 $121,943$0$55,168 $177,1111
DALTON DEFENDIS DIR, GOVT AFFAIRS40 $152,415$0$24,124 $176,5391
LEE ANN ALEXANDER VP, GOVT AFFAIRS (TO 7/2020)45 $154,405$0$13,140 $167,5451
BARBARA FINNEGAN REIFF TREASURER & DIR, OPS (THRU 7/2020)45 $110,209$0$20,793 $131,0021
STEPHEN TAYLOR DIR, POLICY & ASST GEN COUNSEL40 $101,520$0$8,734 $110,2541
JOHN WELCH CHAIR0 $0$0$0 $01
BOB MURRAY VICE-CHAIR0 $0$0$0 $01
LARRY TAYLOR PAST CHAIR1 $0$0$0 $02
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
STEVE ANDERSON DIRECTOR0 $0$0$0 $01
KENNETH CHAPMAN DIRECTOR0 $0$0$0 $02
RICK CIULLO DIRECTOR1 $0$0$0 $02
GARY DUNBAR DIRECTOR0 $0$0$0 $01
NANCY GIORDANO-RAMOS DIRECTOR0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
MICHAEL KEIMIG DIRECTOR0 $0$0$0 $01
SHAWN LYNCH DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR1 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
ROBERT RANEY DIRECTOR0 $0$0$0 $01
MICHAEL SEFF DIRECTOR0 $0$0$0 $01
GARY STUMPER DIRECTOR0 $0$0$0 $01
JOHN KNOX DIRECTOR (THRU 5/28)0 $0$0$0 $01
THOMAS KUNKEL DIRECTOR (THRU 5/28)0 $0$0$0 $02
2019 · 30 people listed · 13 paid, $2.4M · 20 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
J LEE COVINGTON PRESIDENT50 $565,307$0$77,475 $642,7822
BARBARA FINNEGAN-REIFF TREASURER & DIR, OPERATION50 $186,324$0$63,240 $249,5641
JOSEPH ORGOVAN DIRECTOR OF IT50 $196,213$0$36,016 $232,2291
WILLIAM HEINBOKEL DIR-FIDELITY/REGULATORY COMPLIANCE40 $203,790$0$0 $203,7901
LENORE MAREMA VP GOVERNMENT AFFIARS (UNTIL 7/19)45 $154,203$0$43,315 $197,5181
ALAN CLARK ACTUARY40 $127,557$0$47,937 $175,4941
EDWARD O'DONNELL STATISTICAL MANAGER40 $117,589$0$52,971 $170,5601
DEVIN GIRARDI SURETY COUNSEL40 $123,024$0$19,019 $142,0431
BRYAN SURCOUF COMMUNICATIONS MANAGER40 $107,503$0$4,676 $112,1791
LYNN SCHUBERT FORMER PRESIDENT0 $106,323$0$0 $106,3232
ROBERT DUKE SECRETARY & CORP COUNSEL (UNTIL 3/19)45 $67,934$0$10,110 $78,0441
LEE ANN ALEXANDER VP GOVERNMENT AFFIARS (AS OF 10/19)45 $69,246$0$0 $69,2461
JULIE ALLEYNE VP POLICY & GEN. COUNSEL45 $60,617$0$0 $60,6171
LARRY TAYLOR CHAIR1 $0$0$0 $02
JOHN WELCH VICE CHAIR0 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
STEVE ANDERSON DIRECTOR0 $0$0$0 $01
DENNIS BAUS DIRECTOR0 $0$0$0 $01
RICK CIULLO DIRECTOR0 $0$0$0 $02
GARY DUNBAR DIRECTOR0 $0$0$0 $01
NANCY GIORDANO-RAMOS DIRECTOR0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR0 $0$0$0 $01
JOHN KNOX JR DIRECTOR0 $0$0$0 $01
THOMAS KUNKEL DIRECTOR0 $0$0$0 $02
SHAWN LYNCH DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR1 $0$0$0 $02
BOB MURRAY DIRECTOR0 $0$0$0 $01
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
STEPHEN RUSCHAK DIRECTOR0 $0$0$0 $01
2018 · 29 people listed · 10 paid, $2.7M · 17 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNN SCHUBERT PRESIDENT EMERITUS (FROM 10/2018)60 $714,344$0$60,733 $775,0772
ROBERT DUKE SECRETARY & CORP COUNSEL50 $266,757$0$71,380 $338,1371
JOANNE BROOKS VP, CORP COUNSEL (TIL 9/2018)45 $291,175$0$11,797 $302,9721
LENORE MAREMA VP, GOV'T AFFAIRS45 $226,795$0$54,701 $281,4961
BARBARA FINNEGAN-REIFF TREASURER & DIR, OPERATIONS50 $188,699$0$61,790 $250,4891
JOSEPH ORGOVAN DIR, INFO TECHNOLOGY50 $195,404$0$34,759 $230,1631
ALAN CLARK ACTUARY40 $121,280$0$46,469 $167,7491
EDWARD O'DONNELL STATISTICAL MANAGER40 $111,792$0$49,206 $160,9981
LEE COVINGTON PRESIDENT (FROM 10/2018)50 $124,250$0$5,759 $130,0091
DEVIN GIRARDI SURETY ANALYST40 $102,932$0$6,722 $109,6541
LARRY TAYLOR CHAIR1 $0$0$0 $02
JOHN WELCH VICE CHAIR0 $0$0$0 $01
ROSS FISHER IMMEDIATE PAST CHAIR1 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
ERIC ARNST DIRECTOR1 $0$0$0 $01
DENNIS BAUS DIRECTOR0 $0$0$0 $01
GARY DUNBAR DIRECTOR0 $0$0$0 $01
NANCY GIORDANO-RAMOS DIRECTOR (FROM 5/2018)0 $0$0$0 $01
STEPHEN HANEY DIRECTOR0 $0$0$0 $01
JAMES KAWIECKI DIRECTOR (FROM 5/2018)0 $0$0$0 $01
JOHN KNOX DIRECTOR0 $0$0$0 $01
THOMAS KUNKEL DIRECTOR0 $0$0$0 $02
TIM MIKOLAJEWSKI DIRECTOR1 $0$0$0 $02
BOB MURRAY DIRECTOR0 $0$0$0 $01
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
JOHN PHINNEY DIRECTOR0 $0$0$0 $01
STEPHEN RUSCHAK DIRECTOR0 $0$0$0 $01
DAN YOUNG DIRECTOR0 $0$0$0 $01
THEODORE MARTINEZ DIRECTOR (TIL 5/2018)0 $0$0$0 $01
2017 · 25 people listed · 8 paid, $2.4M · 16 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNN M SCHUBERT PRESIDENT60 $671,773$0$63,099 $734,8722
ROBERT DUKE CORPORATE COUNSEL/SECRETARY50 $242,408$0$71,589 $313,9971
LENORE MAREMA VICE-PRESIDENT, GOV'T AFFAIRS45 $232,026$0$59,758 $291,7841
JOANNE BROOKS VICE-PRESIDENT/CORP. COUNSEL45 $233,805$0$49,383 $283,1881
BARBARA FINNEGAN-REIFF DIRECTOR OF OPERATIONS/TREASURER50 $177,990$0$56,927 $234,9171
JOSEPH ORGOVAN DIRECTOR OF IT50 $189,152$0$40,070 $229,2221
ALAN CLARK ACTUARY40 $115,504$0$42,131 $157,6351
EDWARD O'DONNELL STATISTICAL MANAGER40 $107,434$0$40,350 $147,7841
ROSS FISHER CHAIR-BD OF DIRECTORS1 $0$0$0 $01
STEPHEN HANEY IMMEDIATE PAST CHAIR0 $0$0$0 $01
LARRY TAYLOR VICE-CHAIR0 $0$0$0 $02
JOHN PHINNEY DIRECTOR0 $0$0$0 $01
DAN YOUNG DIRECTOR0 $0$0$0 $01
ERIC ARNST DIRECTOR1 $0$0$0 $01
JOHN F WELCH DIRECTOR0 $0$0$0 $01
GARY T DUNBAR DIRECTOR0 $0$0$0 $01
STEPHEN RUSCHAK DIRECTOR0 $0$0$0 $01
THEODORE MARTINEZ DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR1 $0$0$0 $02
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
JOHN KNOX DIRECTOR0 $0$0$0 $01
THOMAS M KUNKEL DIRECTOR0 $0$0$0 $02
DENNIS P BAUS DIRECTOR0 $0$0$0 $01
BOB MURRAY DIRECTOR0 $0$0$0 $01
2016 · 25 people listed · 7 paid, $2.0M · 17 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNN M SCHUBERT PRESIDENT60 $658,477$0$28,456 $686,9332
ROBERT DUKE CORPORATE COUNSEL50 $235,153$0$34,905 $270,0581
LENORE MAREMA VICE-PRESIDENT, GOV'T AFFAIRS45 $219,220$0$22,981 $242,2011
JOANNE BROOKS VICE-PRESIDENT/COUNSEL45 $220,942$0$16,170 $237,1121
BARBARA FINNEGAN-REIFF DIRECTOR OF OPERATIONS50 $172,656$0$28,105 $200,7611
JOSEPH ORGOVAN DIRECTOR OF IT50 $183,462$0$9,504 $192,9661
ALAN CLARK ACTUARY40 $110,929$0$22,669 $133,5981
ROSS FISHER CHAIR-BD OF DIRECTORS0 $0$0$0 $01
STEPHEN HANEY IMMEDIATE PAST CHAIR1 $0$0$0 $01
LARRY TAYLOR VICE-CHAIR0 $0$0$0 $02
MICHAEL FAY DIRECTOR0 $0$0$0 $01
STEPHEN RUSCHAK DIRECTOR0 $0$0$0 $01
DAN YOUNG DIRECTOR0 $0$0$0 $01
JEFFREY RYAN DIRECTOR0 $0$0$0 $01
JOHN F WELCH DIRECTOR0 $0$0$0 $01
GARY T DUNBAR DIRECTOR0 $0$0$0 $01
ROBERT THOMAS DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR0 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
JOHN KNOX DIRECTOR0 $0$0$0 $01
THOMAS M KUNKEL DIRECTOR0 $0$0$0 $02
ANDREW TUMA DIRECTOR0 $0$0$0 $01
DENNIS P BAUS DIRECTOR0 $0$0$0 $01
BOB MURRAY DIRECTOR0 $0$0$0 $01
ANTONIO ALBANESE DIRECTOR0 $0$0$0 $02
2015 · 26 people listed · 8 paid, $2.1M · 16 employees · 500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LYNN M SCHUBERT PRESIDENT60 $681,878$0$28,219 $710,0972
ROBERT DUKE CORPORATE COUNSEL/SECRETARY50 $226,690$0$21,806 $248,4961
JOANNE BROOKS VICE-PRESIDENT/COUNSEL50 $223,871$0$15,703 $239,5741
LENORE MAREMA VICE-PRESIDENT, GOV'T AFFAIRS45 $214,836$0$22,321 $237,1571
BARBARA FINNEGAN-REIFF DIRECTOR OF OPERATIONS/TREASURER50 $164,844$0$26,817 $191,6611
JOSEPH ORGOVAN DIRECTOR OF IT45 $166,499$0$8,705 $175,2041
ALAN CLARK ACTUARY40 $112,297$0$13,200 $125,4971
EDWARD GALLAGHER SEE SCHED O FORMER SECRETARY/TREASURER18 $122,927$0$1,405 $124,3321
STEPHEN HANEY CHAIR1 $0$0$0 $01
ROSS FISHER VICE CHAIR0 $0$0$0 $01
MICHAEL FAY DIRECTOR0 $0$0$0 $01
HARRY CROWELL DIRECTOR0 $0$0$0 $01
DAN YOUNG DIRECTOR0 $0$0$0 $01
JEFFREY RYAN DIRECTOR0 $0$0$0 $01
JOHN F WELCH DIRECTOR0 $0$0$0 $01
GARY T DUNBAR DIRECTOR0 $0$0$0 $01
ROBERT THOMAS DIRECTOR0 $0$0$0 $01
TIM MIKOLAJEWSKI DIRECTOR0 $0$0$0 $02
LARRY TAYLOR DIRECTOR0 $0$0$0 $02
ALAN PAVLIC DIRECTOR0 $0$0$0 $01
JOHN KNOX DIRECTOR0 $0$0$0 $01
THOMAS M KUNKEL DIRECTOR0 $0$0$0 $02
ANDREW TUMA DIRECTOR0 $0$0$0 $01
DENNIS P BAUS DIRECTOR0 $0$0$0 $01
MICHAEL BOND DIRECTOR0 $0$0$0 $01
RICK CIULLO DIRECTOR0 $0$0$0 $02

Highest-paid independent contractors

2025 · 4 contractors · $590K
NameLocationServicePaid
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$230,800
AMERICAN PROPERTY CASUALTY INSURANCE ASSWASHINGTON, DCCONSULTING SERVICES$150,000
ERNST & YOUNGSECAUCUS, NJCONSULTING SERVICES$108,750
TERESA LENTARLINGTON, VAACCOUNTING SERVICES$100,623
2024 · 2 contractors · $371K
NameLocationServicePaid
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$230,800
AMERICAN PROPERTY CASUALTY INSURANCE ASSWASHINGTON, DCCONSULTING SERVICES$140,000
2023 · 5 contractors · $867K
NameLocationServicePaid
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$222,400
PROLOGUE STRATEGY LLCPASADENA, CASTRATEGIC COMMUNICATIONS$222,045
RUSSELL REYNOLDS ASSOCIATES INCWASHINGTON, DCCEO SEARCH SERVICES$164,280
AMERICAN PROPERTY CASUALTY INSURANCE ASSWASHINGTON, DCCONSULTING SERVICES$130,000
CGCN GROUP LLCWASHINGTON, DCSTRATEGIC COMMUNICATIONS$128,003
2022 · 5 contractors · $921K
NameLocationServicePaid
ERNST & YOUNG LLPWASHINGTON, DCSTRATEGIC CONSULTING$260,000
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$222,400
PROLOGUE STRATEGY LLCPASADENA, CASTRATEGIC COMMUNICATIONS$193,227
CGCN GROUP LLCWASHINGTON, DCSTRATEGIC COMMUNICATIONS$125,000
AMERICAN PROPERTY CASUALTY INSURANCE ASSWASHINGTON, DCLEGISLATIVE/LOBBYING SERVICES$120,000
2021 · 3 contractors · $464K
NameLocationServicePaid
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$214,300
CGCN GROUP LLCWASHINGTON, DCSTRATEGIC COMMUNICATIONS$130,000
BLUESTREAK LEARNINGGLEN ELLYN, ILSTRATEGIC CONSULTING$119,263
2020 · 3 contractors · $493K
NameLocationServicePaid
ERNST & YOUNG LLPSECAUCUS, NJPROJECT - DEMONSTRATING VALUE OF SURETY$185,000
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$162,675
HIGH LANTERN GROUPNEW YORK, NYDEVELOPMENT OF MARKETING/COMMUNICATIONS$145,000
2019 · 1 contractor · $258K
NameLocationServicePaid
INSURANCE SERVICE OFFICES INCNEW YORK, NYSTATISTICAL DATA PROCESSING$258,125
2018 · 1 contractor · $120K
NameLocationServicePaid
JDG ASSOCIATES LTDROCKVILLE, MDEXECUTIVE SEARCH$120,000
2015 · 1 contractor · $104K
NameLocationServicePaid
EDWARD GALLAGHER (SEE SCHEDULE O)BETHESDA, MDLEGAL SERVICES$104,313

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$6,184,386$5,999,756 $9,778,601$5,071,308 $0$5,907,240 $2,270,94019500
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$5,958,618$5,636,579 $6,796,766$4,735,338 $0$5,676,386 $1,866,50316500
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$5,909,613$5,485,116 $7,042,514$4,301,047 $0$5,742,220 $1,775,17716500
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$5,464,282$5,294,883 $6,599,686$3,404,035 $0$5,386,100 $1,789,86815500
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$5,463,554$5,018,974 $6,311,945$3,652,205 $0$5,332,910 $1,567,58017500
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$5,522,533$5,321,753 $6,450,866$2,961,695 $0$5,366,178 $1,714,77221500
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$5,576,337$4,737,050 $6,210,440$2,702,717 $0$5,403,445 $1,557,96020500
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$5,180,428$4,982,126 $5,459,577$2,261,001 $0$5,040,113 $2,322,06717500
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$4,919,771$4,563,660 $4,811,827$2,171,799 $0$4,776,855 $2,087,98016500
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$4,680,796$4,941,265 $5,086,508$1,591,869 $0$4,607,970 $1,830,03117500
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,547,843$4,645,947 $5,563,053$1,389,507 $0$4,428,792 $1,626,98516500

Connected to

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

Funders of this organization

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

Similar organizations

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SHERIFFS ASSOCIATION OF TEXAS INCTXY20 $3,247,382$2,439,465 Executive Dir.$168,750 Same NTEE code Y20, revenue within 2x
CALIFORNIA ASSOCIATION OF PROFESSIONAL FIREFIGHTERS SAFETY PCAY20 $7,725,758$7,589,192 CFO$5,500 Same NTEE code Y20, revenue within 2x
SOUTH CAROLINA MEDICAL ASSOCIATIONSCY20 $3,694,670$4,100,966 FRS AREA VICE-PRESIDENT$429,281 Same NTEE code Y20, revenue within 2x
MUTUAL BENEFICIAL ASSOCIATION INCPAY20 $10,092,252$10,039,889 General Secretary$200,482 Same NTEE code Y20, revenue within 2x
HOME BUILDERS ASSOCIATION OF SOUTH CAROLINA GROUP TRUST INSURANCESCY20 $6,305,866$6,322,332 EXECUTIVE DIRECTOR$0 Same NTEE code Y20, revenue within 2x
SOUTH CAROLINA STATE FIREFIGHTERS ASSOCIATION GROUP INSURANCE TRUSTSCY20 $8,206,853$8,192,602 TRUSTEE$0 Same NTEE code Y20, revenue within 2x
IOWA INDIVIDUAL HEALTH BENEFIT REINSURANCE ASSOCIATIONIAY20 $5,980,020$5,840 Director$0 Same NTEE code Y20, revenue within 2x
UNIVERSITY OF CHICAGO RETIREE MEDICAL TRILY20 $4,809,992$1,323,613 INSTITUTIONAL TRUSTEE$0 Same NTEE code Y20, revenue within 2x
NASSAU COUNTY SCHOOL COOPERATIVE WORKERS COMPENSATION SELF INSRD TRNYY20 $8,520,988$7,443,592 Treasurer$27,531 Same NTEE code Y20, revenue within 2x
HOLLAND COMMUNITY HOSPITAL AUTHORITY SELF INSURANCE FUNDMIY20 $3,546,694$19,354 CEO$1,496,063 Same NTEE code Y20, revenue within 2x
WORKERS COMPENSATION RESEARCH INSTITUTEMAY20 $8,089,459$8,462,591 PRESIDENT AND CEO$594,655 Same NTEE code Y20, revenue within 2x
WEST JERSEY HEALTH SYSTEM WORKERS COMPENSATION TRNJY20 $3,348,265$3,348,265 TRUSTEE$0 Same NTEE code Y20, revenue within 2x
LAKELAND REGIONAL HEALTH SYSTEM ASSOCIATE BENEFIT PROGRAM TRUSTMIY20 $4,323,344$67,328 TRUSTEE$686,961 Same NTEE code Y20, revenue within 2x
PIEDMONT LIABILITY TRUSTVAY20 $11,071,703$6,009,799 CHAIR THRU 12/3/24$1,156,269 Same NTEE code Y20, revenue within 2x
AMERICAN ELECTRIC POWER SYSTEM BLACK LUNG BENEFITS TRUSTPAY20 $7,457,944$1,942,913 TRUSTEE (SEE SCHEDULE O)$0 Same NTEE code Y20, revenue within 2x
HARMONY PROTECTION GROUPPAY20 $4,603,027$2,651,448 Chair/President$905,273 Same NTEE code Y20, revenue within 2x
UDW AFSCME LOCAL 3930 IMPERIAL COUNTY BENEFITSCAY20 $4,692,963$3,882,778 TRUSTEE$400,913 Same NTEE code Y20, revenue within 2x
GEORGIA POLICE BENEVOLENT LEGAL BENEFIT ASSURANCE INCGAY20 $3,252,771$2,662,481 PRESIDENT/TR$0 Same NTEE code Y20, revenue within 2x
KOMATSU AMERICA CORP RETIREE WELFARE NONCOLLECTIVELY BARGAINEDILY20 $3,640,910$3,543,031 CORPORATE TRUSTEE$25,060 Same NTEE code Y20, revenue within 2x
TERRAFIRMA RISK RETENTION GROUP LLCVTY20 $3,144,917$2,534,177 MEMBERS COMMITTEE$0 Same NTEE code Y20, revenue within 2x
SURPLUS LINES STAMPING OFFICE OF TEXASTXY20 $9,140,641$8,892,655 EXECUTIVE DIRECTOR$489,308 Same NTEE code Y20, revenue within 2x
NORTH LAS VEGAS FIRE FIGHTERS UNION HEALTH AND WELFARE TRUSTNVY20 $5,043,234$5,388,476 TRUSTEE/CHAI$0 Same NTEE code Y20, revenue within 2x
EMPLOYER-TEAMSTERS LOCAL UNIONS NOS 175 & 505 RETIREE HEATH FUNDWVY20 $3,464,973$3,464,973 Trustee$182,732 Same NTEE code Y20, revenue within 2x
SOUTHERN OREGON INSURANCE INCHIY20 $6,333,181$6,065,465 FORMER CHAIR/PRES THRU 2/13/23$1,593,392 Same NTEE code Y20, revenue within 2x
NEW MEXICO HEALTH CONNECTIONSCTY20 $4,241,239$36,743 SPECIAL DEPUTY RECEIVER$13,132 Same NTEE code Y20, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE LOUIS L BORICK FOUNDATION Private foundation$690,00011 12015–2025 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
COASTAL COMMUNITY FOUNDATION OF SOUTH CAROLINA INC DAF sponsor$533,28514 12011–2024 HELPING AND LENDING OUTREACH SUPPORT
GORDON E AND BETTY I MOORE FOUNDATION Private foundation$500,0001 12012–2012 TERRAFIRMA RISK RETENTION GROUP LLC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$498,4777 12017–2023 HELPING AND LENDING OUTREACH SUPPORT
LOUIS L BORICK FOUNDATION Private foundation$200,0001 12014–2014 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
DUKE ENDOWMENT Private foundation$141,0361 12021–2021 HELPING AND LENDING OUTREACH SUPPORT
KHC FAMILY FOUNDATION Private foundation$99,5146 12020–2025 SHERIFFS ASSOCIATION OF TEXAS INC
THE LEON LEVINE FOUNDATION Private foundation$90,0002 12023–2024 HELPING AND LENDING OUTREACH SUPPORT
OAK TREE CHARITABLE FOUNDATION Private foundation$87,5002 12023–2024 CALIFORNIA THOROUGHBRED HORSEMENS FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$86,4557 12014–2024 HELPING AND LENDING OUTREACH SUPPORT
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$84,0097 22019–2025 OPTIMIST CLUB OF WEST PEMBROKE PINES INC; HELPING AND LENDING OUTREACH SUPPORT
AT&T FOUNDATION Private foundation$40,0003 12020–2022 SHERIFFS ASSOCIATION OF TEXAS INC
Fei Family Foundation Private foundation$35,0006 12012–2017 HELPING AND LENDING OUTREACH SUPPORT
RAMAPO TRUST Private foundation$20,0001 12023–2023 HELPING AND LENDING OUTREACH SUPPORT
NATIONAL PHILANTHROPIC TR DAF sponsor$20,0002 12023–2024 HELPING AND LENDING OUTREACH SUPPORT

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $5,999,756 spent · pay $3,984,354 · grants $5,000 · events $157,393
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $2,270,940--- 37.9%
Other salaries and wages $1,132,375--- 18.9%
Fees: other services $429,477--- 7.2%
Pension plan contributions $273,366--- 4.6%
Other (as described)STAT. REPORTS & ANALYSI $260,351--- 4.3%
Occupancy $219,572--- 3.7%
Payroll taxes $179,382--- 3.0%
Conferences, conventions and meetings $157,393--- 2.6%
Office expenses $151,789--- 2.5%
Fees: accounting $149,023--- 2.5%
Information technology $138,397--- 2.3%
Fees: lobbying $133,750--- 2.2%
Other employee benefits $128,291--- 2.1%
Travel $61,708--- 1.0%
All other expenses $55,828--- 0.9%
Depreciation and depletion $50,996--- 0.8%
Other (as described)AMICUS BRIEFS $46,082--- 0.8%
Insurance $42,736--- 0.7%
Fees: investment management $38,098--- 0.6%
Other (as described)COMPENSATION SURVEY $34,400--- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $26,628--- 0.4%
Fees: legal $14,174--- 0.2%
Grants to US organizations and governments $5,000--- 0.1%
Total$5,999,756100%

View the filing

2024 · Form 990 · $5,636,579 spent · pay $3,675,468 · grants $250 · events $141,791
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,866,503--- 33.1%
Other salaries and wages $1,255,775--- 22.3%
Fees: other services $455,325--- 8.1%
Occupancy $317,605--- 5.6%
Other (as described)STAT. REPORTS & ANALYSI $258,678--- 4.6%
Pension plan contributions $252,700--- 4.5%
Payroll taxes $178,599--- 3.2%
Fees: lobbying $157,220--- 2.8%
Conferences, conventions and meetings $141,791--- 2.5%
Fees: accounting $136,548--- 2.4%
Other employee benefits $121,891--- 2.2%
Information technology $102,710--- 1.8%
Travel $66,735--- 1.2%
Depreciation and depletion $63,030--- 1.1%
Office expenses $47,746--- 0.8%
Insurance $43,825--- 0.8%
All other expenses $42,440--- 0.8%
Other (as described)AMICUS BRIEFS $37,000--- 0.7%
Other (as described)DUES & SUBSCRIPTIONS $35,812--- 0.6%
Fees: investment management $35,802--- 0.6%
Other (as described)COMPENSATION SURVEY $13,800--- 0.2%
Fees: legal $4,794--- 0.1%
Grants to US organizations and governments $250--- 0.0%
Total$5,636,579100%

View the filing

2023 · Form 990 · $5,485,116 spent · pay $3,298,903 · grants $5,000 · events $129,167
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,775,177--- 32.4%
Other salaries and wages $1,029,831--- 18.8%
Fees: other services $695,016--- 12.7%
Occupancy $289,352--- 5.3%
Other (as described)STAT. REPORTS & ANALYSI $248,703--- 4.5%
Pension plan contributions $223,618--- 4.1%
Fees: lobbying $194,003--- 3.5%
Payroll taxes $160,887--- 2.9%
Fees: accounting $132,758--- 2.4%
Conferences, conventions and meetings $129,167--- 2.4%
Other employee benefits $109,390--- 2.0%
Information technology $90,787--- 1.7%
Travel $74,344--- 1.4%
Depreciation and depletion $65,797--- 1.2%
Office expenses $50,215--- 0.9%
All other expenses $42,049--- 0.8%
Insurance $37,397--- 0.7%
Fees: investment management $34,175--- 0.6%
Other (as described)COMPENSATION SURVEY $30,400--- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $28,087--- 0.5%
Fees: legal $23,323--- 0.4%
Other (as described)AMICUS BRIEFS $15,640--- 0.3%
Grants to US organizations and governments $5,000--- 0.1%
Total$5,485,116100%

View the filing

2022 · Form 990 · $5,294,883 spent · pay $2,950,554 · grants $5,000 · events $139,972
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,789,868--- 33.8%
Other salaries and wages $830,288--- 15.7%
Fees: other services $643,673--- 12.2%
Occupancy $295,193--- 5.6%
Fees: lobbying $267,000--- 5.0%
Other (as described)STAT. REPORTS & ANALYSI $247,211--- 4.7%
Payroll taxes $144,518--- 2.7%
Conferences, conventions and meetings $139,972--- 2.6%
Fees: accounting $129,694--- 2.4%
Other (as described)AMICUS BRIEFS $112,301--- 2.1%
Pension plan contributions $104,413--- 2.0%
Information technology $97,122--- 1.8%
Other employee benefits $81,467--- 1.5%
Depreciation and depletion $66,336--- 1.3%
Travel $60,239--- 1.1%
All other expenses $51,460--- 1.0%
Fees: legal $47,617--- 0.9%
Office expenses $45,413--- 0.9%
Insurance $38,391--- 0.7%
Other (as described)COMPENSATION SURVEY $35,500--- 0.7%
Fees: investment management $32,830--- 0.6%
Other (as described)DUES & SUBSCRIPTIONS $29,362--- 0.6%
Grants to US organizations and governments $5,000--- 0.1%
Interest $15--- 0.0%
Total$5,294,883100%

View the filing

2021 · Form 990 · $5,018,974 spent · pay $3,317,964 · grants $5,700 · events $142,858
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,567,580--- 31.2%
Other salaries and wages $1,105,125--- 22.0%
Pension plan contributions $364,529--- 7.3%
Occupancy $288,994--- 5.8%
Fees: lobbying $275,057--- 5.5%
Other (as described)STAT. REPORTS & ANALYSI $237,706--- 4.7%
Payroll taxes $168,266--- 3.4%
Fees: other services $144,044--- 2.9%
Conferences, conventions and meetings $142,858--- 2.8%
Fees: accounting $118,066--- 2.4%
Other employee benefits $112,464--- 2.2%
Information technology $110,922--- 2.2%
All other expenses $68,511--- 1.4%
Depreciation and depletion $63,056--- 1.3%
Other (as described)AMICUS BRIEFS $54,923--- 1.1%
Office expenses $50,741--- 1.0%
Insurance $37,852--- 0.8%
Fees: legal $32,033--- 0.6%
Other (as described)COMPENSATION SURVEY $28,200--- 0.6%
Fees: investment management $26,805--- 0.5%
Travel $15,542--- 0.3%
Grants to US organizations and governments $5,700--- 0.1%
Total$5,018,974100%

View the filing

2020 · Form 990 · $5,321,753 spent · pay $3,133,742 · grants $5,500 · events $54,947
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,714,772--- 32.2%
Other salaries and wages $1,035,301--- 19.5%
Fees: other services $635,722--- 11.9%
Fees: lobbying $336,187--- 6.3%
Occupancy $291,565--- 5.5%
Other (as described)STAT. REPORTS & ANALYS. $236,381--- 4.4%
Payroll taxes $160,991--- 3.0%
Pension plan contributions $119,523--- 2.2%
Fees: accounting $104,635--- 2.0%
Other employee benefits $103,155--- 1.9%
Information technology $81,531--- 1.5%
Other (as described)AMICUS BRIEFS $78,377--- 1.5%
Office expenses $73,284--- 1.4%
Other (as described)COMMITTEE ATTENDANCE FE $70,600--- 1.3%
Depreciation and depletion $64,386--- 1.2%
Conferences, conventions and meetings $54,947--- 1.0%
Insurance $36,776--- 0.7%
All other expenses $34,074--- 0.6%
Other (as described)COMPENSATION SURVEY $25,750--- 0.5%
Fees: legal $25,642--- 0.5%
Travel $21,981--- 0.4%
Fees: investment management $10,673--- 0.2%
Grants to US organizations and governments $5,500--- 0.1%
Total$5,321,753100%

View the filing

2019 · Form 990 · $4,737,050 spent · pay $3,038,033 · grants $1,165 · events $144,313
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,557,960--- 32.9%
Other salaries and wages $1,115,856--- 23.6%
Occupancy $291,464--- 6.2%
Other (as described)STAT. REPORTS & ANALYS. $227,331--- 4.8%
Fees: lobbying $207,003--- 4.4%
Payroll taxes $165,428--- 3.5%
Conferences, conventions and meetings $144,313--- 3.0%
Pension plan contributions $118,624--- 2.5%
Fees: accounting $104,838--- 2.2%
Fees: legal $102,564--- 2.2%
All other expenses $98,905--- 2.1%
Information technology $84,497--- 1.8%
Other employee benefits $80,165--- 1.7%
Office expenses $80,008--- 1.7%
Travel $65,836--- 1.4%
Other (as described)COMMITTEE ATTENDANCE FE $63,800--- 1.3%
Other (as described)MISCELLANEOUS EXPENSE $63,088--- 1.3%
Depreciation and depletion $58,436--- 1.2%
Insurance $37,070--- 0.8%
Fees: other services $29,912--- 0.6%
Other (as described)AMICUS BRIEFS $29,213--- 0.6%
Fees: investment management $9,427--- 0.2%
Grants to US individuals $1,165--- 0.0%
Interest $147--- 0.0%
Total$4,737,050100%

View the filing

2018 · Form 990 · $4,982,126 spent · pay $3,361,571 · grants $750 · events $150,225
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $2,322,067--- 46.6%
Other salaries and wages $739,578--- 14.8%
Occupancy $266,499--- 5.3%
Other (as described)STAT. REPORTS & ANALYS. $226,109--- 4.5%
Fees: other services $164,913--- 3.3%
Conferences, conventions and meetings $150,225--- 3.0%
Payroll taxes $142,328--- 2.9%
Travel $136,586--- 2.7%
Fees: lobbying $127,054--- 2.6%
Fees: accounting $95,243--- 1.9%
Pension plan contributions $83,894--- 1.7%
Office expenses $78,187--- 1.6%
Other employee benefits $73,704--- 1.5%
All other expenses $72,617--- 1.5%
Other (as described)COMMITTEE ATTENDANCE FE $72,300--- 1.5%
Depreciation and depletion $56,404--- 1.1%
Information technology $52,409--- 1.1%
Insurance $30,108--- 0.6%
Other (as described)COMPENSATION SURVEY $30,000--- 0.6%
Other (as described)SEMINARS $26,962--- 0.5%
Fees: legal $26,470--- 0.5%
Fees: investment management $7,719--- 0.2%
Grants to US individuals $750--- 0.0%
Total$4,982,126100%

View the filing

2017 · Form 990 · $4,563,660 spent · pay $3,049,224 · grants $250 · events $173,692
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $2,087,980--- 45.8%
Other salaries and wages $679,663--- 14.9%
Occupancy $363,739--- 8.0%
Other (as described)STAT. REPORTS & ANALYS. $217,738--- 4.8%
Conferences, conventions and meetings $173,692--- 3.8%
Fees: legal $125,008--- 2.7%
Payroll taxes $124,778--- 2.7%
Pension plan contributions $118,392--- 2.6%
Travel $99,590--- 2.2%
All other expenses $92,822--- 2.0%
Fees: accounting $85,828--- 1.9%
Other (as described)COMMITTEE ATTEND. FEES $73,100--- 1.6%
Depreciation and depletion $70,321--- 1.5%
Information technology $46,882--- 1.0%
Office expenses $42,102--- 0.9%
Other employee benefits $38,411--- 0.8%
Other (as described)AMICUS BRIEFS $34,928--- 0.8%
Insurance $31,731--- 0.7%
Other (as described)COMPENSATION SURVEY $28,750--- 0.6%
Fees: other services $19,733--- 0.4%
Fees: investment management $8,222--- 0.2%
Grants to US individuals $250--- 0.0%
Total$4,563,660100%

View the filing

2016 · Form 990 · $4,941,265 spent · pay $3,227,813 · grants $250 · events $141,215
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,830,031--- 37.0%
Other salaries and wages $638,967--- 12.9%
Pension plan contributions $527,357--- 10.7%
Occupancy $398,310--- 8.1%
Other (as described)STAT. REPORTS & ANALYS. $216,930--- 4.4%
All other expenses $141,354--- 2.9%
Conferences, conventions and meetings $141,215--- 2.9%
Fees: legal $124,285--- 2.5%
Payroll taxes $117,563--- 2.4%
Other employee benefits $113,895--- 2.3%
Other (as described)AMICUS BRIEFS $111,881--- 2.3%
Travel $95,320--- 1.9%
Fees: accounting $86,637--- 1.8%
Depreciation and depletion $78,843--- 1.6%
Office expenses $76,754--- 1.6%
Other (as described)COMMITTEE ATTEND. FEES $70,200--- 1.4%
Fees: other services $63,317--- 1.3%
Information technology $34,889--- 0.7%
Other (as described)COMPENSATION SURVEY $32,500--- 0.7%
Insurance $31,404--- 0.6%
Fees: investment management $9,333--- 0.2%
Grants to US organizations and governments $250--- 0.0%
Interest $30--- 0.0%
Total$4,941,265100%

View the filing

2015 · Form 990 · $4,645,947 spent · pay $2,904,101 · grants $0 · events $131,540
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $1,626,985--- 35.0%
Other salaries and wages $658,156--- 14.2%
Pension plan contributions $438,695--- 9.4%
Occupancy $348,406--- 7.5%
Other (as described)STAT. REPORTS & ANALYS. $221,159--- 4.8%
Other (as described)MOVING $190,020--- 4.1%
All other expenses $170,427--- 3.7%
Conferences, conventions and meetings $131,540--- 2.8%
Fees: legal $125,193--- 2.7%
Fees: other services $115,016--- 2.5%
Payroll taxes $108,120--- 2.3%
Travel $98,538--- 2.1%
Fees: accounting $76,755--- 1.7%
Other employee benefits $72,145--- 1.6%
Other (as described)COMMITTEE ATTEND. FEES $65,600--- 1.4%
Other (as described)GOVERNMENT AFFAIRS $49,790--- 1.1%
Information technology $37,262--- 0.8%
Office expenses $36,033--- 0.8%
Depreciation and depletion $33,671--- 0.7%
Insurance $33,166--- 0.7%
Fees: investment management $9,270--- 0.2%
Total$4,645,947100%

View the filing

Political committees

Federal political committees (usually PACs) whose FEC filings name this organization as their connected organization, matched on name and state.

Federal lobbying

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

YearSpentEarnedReports
2026$120,0003
2025$230,0008
2024$229,6749
2023$214,9918
2022$232,00010
2021$344,1909
2020$495,75013
2019$500,00016
2018$150,0005
2017$150,0005
2016$120,0004
2015$120,0004
2014$140,0005
2013$40,0005
2012$40,0004
2011$40,0004
2010$40,0004
2009$40,0004
2008$40,0004
20072
20062
20052
20042
20032
20022
20012
20002
19991

Issues: Insurance, Financial Institutions/Investments/Securities, Transportation

Firms hired: THE SURETY & FIDELITY ASSOCIATION OF AMERICA, CGCN GROUP, LLC, CAPITOL COUNSEL LLC

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

2 US trademarks, 0 live.

MarkSerialFiledStatusSource
MCDP852634422011-03-10Registration cancelledTRCFECO2, file of 2024-03-27
MODEL CONTRACTOR DEVELOPMENT PROGRAM852605172011-03-08Registration cancelledTRCFECO2, file of 2024-03-27

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.