ORDER OF UNITED COMMERCIAL TRAVELERS OF AMERICA

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Cite this

Plain text ORDER OF UNITED COMMERCIAL TRAVELERS OF AMERICA. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/order-of-united-commercial-travelers-of-america-314273120. Retrieved 2026-11-07.

APA furp.org. (n.d.). ORDER OF UNITED COMMERCIAL TRAVELERS OF AMERICA [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 7, 2026, from https://furp.org/org/order-of-united-commercial-travelers-of-america-314273120

MLA “ORDER OF UNITED COMMERCIAL TRAVELERS OF AMERICA.” furp.org, tax years 2010–2025, https://furp.org/org/order-of-united-commercial-travelers-of-america-314273120. Accessed 7 Nov. 2026.

Retrieved 2026-11-07; covers tax years 2010–2025. Data: furp.org (index © the FURP Alliance; the records are public domain).

2025 · Form 990 · revenue $510K · expenses $997K · assets $1.8M

EIN
31-4273120
Address
PO BOX 519, STUART, VA 24171-0519
Website
www.UCT.ORG
NTEE code
Y42 Domestic Fraternal Societies (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.85; not an IRS classification)
Exempt type
501(c)(8): fraternal beneficiary society (association)
Ruling date
October 1940 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (other exempt organization) Pub 78 ↗
Principal officer
Roberta Taylor (its 2015 Form 990-N)
Form 990-N e-postcards
1 filed, 2015 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

UCT is an International Fraternal Benefits Society uniting people with a common passion for good citizenship and volunteerism to improve their local communities. As of June 7, 2023, the Ohio Department of Insurance placed the entity into rehabiltiation.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

50 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
Sonja Miller Controller2022-2025 $93,906$404,297 2
Examination Resources Receiver2025 $166,184$166,184 1
Kevin Hecker (former) CEO2010-2023 $80,466$2,258,544 1
Joseph Hoffman (former) CEO2010-2016 $175,076$1,569,916 2
Ronald Ives (former) VICE PRESIDENT2010-2019 $124,635$812,780 1
Sandra Shafer (former) VICE PRESIDENT2014-2019 $102,731$660,239 1
Kevin Roberts (former) VP, Operations2019-2024 $130,556$623,735 1
Ron Ives (former) Vice President2015-2018 $165,328$623,077 2
Ray Sherrick (former) VP, IT2020-2023 $118,699$545,249 1
Bob Miller (former) DIRECTOR2016-2021 $104,313$504,083 1
John Marshall (former) VP, SALES2011-2014 $78,221$418,924 1
Kathryn Chillinsky (former) VP, Communications2019-2022 $85,991$343,409 1
Sandy Shafer (former) FRATERNAL DIRECTOR2010-2013 $88,277$341,379 2
Andrew Swetnam (former) CFO2020-2021 $108,657$213,518 1
Justin Hamill (former) SALES DIRECTOR2014-2016 $39,301$192,111 1
Austin Slattery (former) SALES DIRECTOR2022-2023 $62,801$188,942 1
Robert Mccollins (former) VP, MARKETING2010 $148,568$148,568 1
Stephen L Lao (former) Senior Programmer2024 $106,832$106,832 1
Mary Applegate (former) CHAIRMAN - TERM ENDED2015-2022 $2,400$78,609 1
Chris Phelan (former) CHAIRMAN - TERM ENDED2014-2021 $1,800$50,792 1
Robert Kellogg (former) BOARD CHAIRMAN - LEFT 07/20162010-2015 $3,175$48,991 1
Numan Loafman (former) Chairman2014-2018 $18,663$47,591 1
David Burt (former) DIRECTOR-LEFT BOARD IN 20162010-2016 $2,428$46,316 1
Dianna Wolfe (former) CHAIRMAN OF THE BOARD - TERM ENDED June 7, 20232018-2023 $1,200$46,052 2
Kenneth Milliser (former) PRESIDENT - TERM ENDED June 7, 20232018-2023 $9,200$41,583 1
Randy C Young (former) CHAIRMAN2010-2012 $17,882$39,043 1
Thomas Hoffman (former) CHAIRMAN OF THE BOARD2011-2016 $17,564$36,718 2
Larry Pilon (former) BOARD CHAIRMAN2010-2014 $2,027$35,677 2
Stewart A Wagner (former) CHAIRMAN (TERM ENDED 7/2012)2010-2012 $1,200$33,280 1
Gorden Woodworth (former) Chairman2012-2017 $14,186$28,806 2
Gerald Thomas (former) SECRETARY/TREASURER-LEFT 07/162010-2015 $2,304$25,835 2
Glenn Suever (former) DIRECTOR - TERM ENDED2015-2021 $1,800$24,699 3
David Syrota (former) DIRECTOR - TERM ENDED2016-2022 $1,800$21,847 1
Stephen Deselles (former) TREASURER - TERM ENDED2017-2021 $1,800$20,379 1
George Bohn (former) DIRECTOR - LEFT 07/20162010-2015 $2,859$19,659 1
Jerry Giff (former) DIRECTOR-LEFT BOARD IN 20162010-2016 $1,800$18,315 2
Stanna Funk (former) VICE PRESIDENT - TERM ENDED June 7, 20232018-2023 $1,200$17,400 1
James V Walsh (former) CHAIRPERSON2010 $16,161$16,161 1
David Van Order (former) DIRECTOR - TERM ENDED June 7, 20232019-2023 $600$13,837 3
Thomas Liebaert (former) DIRECTOR - TERM ENDED June 7, 20232021-2023 $1,200$8,868 1
Richard Redman (former) SECRETARY/TREASURER - TERM ENDED June 7, 20232021-2023 $1,200$8,006 2
Stephen Desselles (former) SECRETARY / TREASURER2015-2016 $4,397$6,773 2
Bernie Regenbogen (former) DIRECTOR - TERM ENDED June 7, 20232021-2023 $1,200$6,600 2
Dianna Wolf (former) Director2017 $4,755$4,755 1
Gordon Woodworth (former) BOARD PRESIDENT2016 $3,600$3,600 2
Kevin Stinson (former) DIRECTOR2013-2014 $1,800$3,600 1
A Scott Newcombe (former) DIRECTOR - TERM ENDED June 7, 20232022-2023 $1,200$3,000 2
Doug Honeyford (former) DIRECTOR - TERM ENDED June 7, 20232022-2023 $1,200$3,000 2
Kenneth Miller (former) Director2017 $2,213$2,213 1
Diana Wolf (former) DIRECTOR2016 $1,977$1,977 1

Officers and directors, no compensation reported

1 person 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
Examination Resources LLC Institution (former) Institutional trustee - Term Started June 7, 20232023 20 $0 reported 1

People by year

2025 · 2 people listed · 2 paid, $260K · 8 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Examination Resources Receiver20 $166,184$0$0 $166,1841
Sonja Miller Controller40 $92,655$0$1,251 $93,9062
2024 · 3 people listed · 3 paid, $342K · 22 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kevin Roberts VP, Operations40 $106,278$0$24,278 $130,5561
Stephen L Lao Senior Programmer40 $106,832$0$0 $106,8321
SonJa Miller Controller40 $102,731$0$2,174 $104,9052
2023 · 15 people listed · 14 paid, $508K · 37 employees · 10,000 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN ROBERTS VP, OPERATIONS40 $102,519$0$22,191 $124,7101
RAY SHERRICK VP, IT40 $111,665$0$7,034 $118,6991
SONJA MILLER CONTROLLER40 $89,941$0$12,744 $102,6852
KEVIN HECKER CEO40 $69,403$0$11,063 $80,4661
AUSTIN SLATTERY SALES DIRECTOR40 $56,046$0$6,755 $62,8011
KENNETH MILLISER PRESIDENT - TERM ENDED June 7, 20235 $9,200$0$0 $9,2001
DIANNA WOLFE CHAIRMAN OF THE BOARD - TERM ENDED June 7, 20235 $1,200$0$0 $1,2002
RICHARD REDMAN SECRETARY/TREASURER - TERM ENDED June 7, 20235 $1,200$0$0 $1,2002
STANNA FUNK VICE PRESIDENT - TERM ENDED June 7, 20235 $1,200$0$0 $1,2001
A SCOTT NEWCOMBE DIRECTOR - TERM ENDED June 7, 20235 $1,200$0$0 $1,2002
BERNIE REGENBOGEN DIRECTOR - TERM ENDED June 7, 20235 $1,200$0$0 $1,2002
DOUG HONEYFORD DIRECTOR - TERM ENDED June 7, 20235 $1,200$0$0 $1,2002
THOMAS LIEBAERT DIRECTOR - TERM ENDED June 7, 20235 $1,200$0$0 $1,2001
DAVID VAN ORDER DIRECTOR - TERM ENDED June 7, 20235 $600$0$0 $6003
Examination Resources LLC Institution Institutional trustee - Term Started June 7, 202320 $0$0$0 $01
2022 · 17 people listed · 17 paid, $825K · 45 employees · 10,000 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN HECKER CEO40 $158,555$0$24,189 $182,7441
RAY SHERRICK VP, IT40 $142,643$0$5,686 $148,3291
Austin Slattery Sales Director40 $117,661$0$8,480 $126,1411
KEVIN ROBERTS VP, Operations40 $95,215$0$22,821 $118,0361
Sonja Miller Controller40 $84,996$0$17,805 $102,8012
KATHRYN CHILLINSKY VP, Communications40 $82,689$0$3,302 $85,9911
KENNETH MILLISER PRESIDENT5 $16,176$0$0 $16,1761
DIANNA WOLFE CHAIRMAN OF THE BOARD5 $16,176$0$0 $16,1762
THOMAS LIEBAERT DIRECTOR5 $5,251$0$0 $5,2511
RICHARD REDMAN SECRETARY/TREASURER5 $4,299$0$0 $4,2992
DAVID VAN ORDER DIRECTOR5 $4,176$0$0 $4,1763
STANNA FUNK VICE PRESIDENT5 $3,600$0$0 $3,6001
BERNIE REGENBOGEN DIRECTOR5 $3,600$0$0 $3,6002
MARY APPLEGATE CHAIRMAN - TERM ENDED5 $2,400$0$0 $2,4001
DAVID SYROTA DIRECTOR - TERM ENDED5 $1,800$0$0 $1,8001
A Scott Newcombe DIRECTOR5 $1,800$0$0 $1,8002
Doug Honeyford DIRECTOR5 $1,800$0$0 $1,8002
2021 · 18 people listed · 18 paid, $788K · 44 employees · 30,000 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN HECKER CEO45 $163,059$0$20,359 $183,4181
RAY SHERRICK VICE PRESIDENT40 $135,656$0$3,333 $138,9891
ANDREW SWETNAM CFO40 $82,136$0$26,521 $108,6571
KEVIN ROBERTS VICE PRESIDENT40 $82,982$0$21,963 $104,9451
BOB MILLER DIRECTOR40 $100,323$0$3,990 $104,3131
KATHRYN CHILLINSKY VICE PRESIDENT40 $86,024$0$3,436 $89,4601
DIANNA WOLFE PRESIDENT5 $15,905$0$0 $15,9052
MARY APPLEGATE CHAIRMAN5 $15,600$0$0 $15,6001
KENNETH MILLISER VICE PRESIDENT5 $3,722$0$0 $3,7221
STANNA FUNK DIRECTOR5 $3,600$0$0 $3,6001
DAVID SYROTA DIRECTOR5 $3,600$0$0 $3,6001
DAVID VAN ORDER DIRECTOR5 $3,600$0$0 $3,6003
RICHARD REDMAN SECRETARY/TREASURER5 $2,507$0$0 $2,5072
THOMAS LIEBAERT DIRECTOR5 $2,417$0$0 $2,4171
STEPHEN DESELLES TREASURER - TERM ENDED5 $1,800$0$0 $1,8001
CHRIS PHELAN CHAIRMAN - TERM ENDED5 $1,800$0$0 $1,8001
GLENN SUEVER DIRECTOR - TERM ENDED5 $1,800$0$0 $1,8003
BERNIE REGENBOGEN DIRECTOR5 $1,800$0$0 $1,8002
2020 · 15 people listed · 15 paid, $784K · 47 employees · 4,923 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN HECKER CEO45 $163,059$0$20,359 $183,4181
RAY SHERRICK Vice President40 $135,656$0$3,576 $139,2321
KEVIN ROBERTS Vice President40 $82,982$0$22,389 $105,3711
ANDREW SWETNAM CFO40 $82,832$0$22,029 $104,8611
BOB MILLER Director40 $100,774$0$4,002 $104,7761
KATHRYN CHILLINSKY Vice President40 $86,024$0$3,436 $89,4601
MARY APPLEGATE President5 $27,600$0$0 $27,6001
GLENN SUEVER Director5 $3,600$0$0 $3,6003
STEPHEN DESELLES Treasurer5 $3,600$0$0 $3,6001
DIANNA WOLFE Director5 $3,600$0$0 $3,6002
DAVID SYROTA Director5 $3,600$0$0 $3,6001
KENNETH MILLISER Director5 $3,600$0$0 $3,6001
CHRIS PHELAN Chairman5 $3,600$0$0 $3,6001
STANNA FUNK Director5 $3,600$0$0 $3,6001
DAVID VAN ORDER Director5 $3,600$0$0 $3,6003
2019 · 15 people listed · 15 paid, $684K · 52 employees · 9,211 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN HECKER CEO45 $157,716$0$18,844 $176,5601
RONALD IVES VICE PRESIDENT45 $124,635$0$0 $124,6351
SANDRA SHAFER VICE PRESIDENT40 $102,731$0$0 $102,7311
BOB MILLER Director40 $97,366$0$3,866 $101,2321
KATHRYN CHILLINSKY Vice President40 $75,482$0$3,016 $78,4981
KEVIN ROBERTS Vice President40 $35,440$0$4,677 $40,1171
MARY APPLEGATE President5 $16,734$0$0 $16,7341
CHRIS PHELAN Chairman5 $15,600$0$0 $15,6001
GLENN SUEVER Director5 $4,832$0$0 $4,8323
DIANNA WOLFE Director5 $4,686$0$0 $4,6862
STEPHEN DESELLES Treasurer5 $4,678$0$0 $4,6781
KENNETH MILLISER Director5 $4,341$0$0 $4,3411
DAVID SYROTA Director5 $3,600$0$0 $3,6001
STANNA FUNK Director5 $3,600$0$0 $3,6001
DAVID VAN ORDER Director5 $1,861$0$0 $1,8613
2018 · 13 people listed · 13 paid, $616K · 58 employees · 9,211 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN HECKER CFO45 $158,706$0$22,131 $180,8371
RON IVES Vice President45 $149,622$0$15,706 $165,3282
SANDRA SHAFER Vice President40 $113,980$0$4,452 $118,4321
BOB MILLER Director40 $84,691$0$2,944 $87,6351
NUMAN LOAFMAN Chairman5 $18,663$0$0 $18,6631
CHRIS PHELAN President5 $15,600$0$0 $15,6001
STEPHEN DESELLES Treasurer5 $5,302$0$0 $5,3021
MARY APPLEGATE Director5 $5,080$0$0 $5,0801
KENNETH MILLISER Director5 $4,544$0$0 $4,5441
DIANNA WOLFE Director5 $4,485$0$0 $4,4852
GLENN SUEVER Director5 $4,308$0$0 $4,3083
DAVID SYROTA Director5 $3,600$0$0 $3,6001
STANNA FUNK Director5 $1,800$0$0 $1,8001
2017 · 13 people listed · 13 paid, $614K · 61 employees · 5,425 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEVIN HECKER CFO45 $164,102$0$19,377 $183,4791
RON IVES Vice President45 $151,928$0$15,578 $167,5062
SANDRA SHAFER Vice President40 $110,241$0$15,707 $125,9481
BOB MILLER Director40 $74,802$0$2,223 $77,0251
NUMAN LOAFMAN President5 $17,406$0$0 $17,4061
GORDEN WOODWORTH Chairman5 $14,186$0$0 $14,1862
STEPHEN DESELLES Treasurer5 $4,999$0$0 $4,9991
DIANNA WOLF Director5 $4,755$0$0 $4,7551
MARY APPLEGATE Director5 $4,432$0$0 $4,4321
GLENN SUEVER Director5 $4,190$0$0 $4,1903
DAVID SYROTA Director5 $3,847$0$0 $3,8471
CHRIS PHELAN Director5 $3,847$0$0 $3,8471
KENNETH MILLER Director5 $2,213$0$0 $2,2131
2016 · 17 people listed · 17 paid, $732K · 63 employees · 6,500 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $152,399$0$22,677 $175,0762
KEVIN HECKER SR. VP / CFO45 $148,469$0$26,473 $174,9421
RON IVES SVP, CIO45 $136,735$0$13,359 $150,0942
SANDRA SHAFER VP, FRATERNAL40 $93,756$0$19,156 $112,9121
JUSTIN HAMILL SALES DIRECTOR40 $34,029$0$5,272 $39,3011
BOB MILLER SALES DIRECTOR40 $28,919$0$183 $29,1021
THOMAS HOFFMAN CHAIRMAN OF THE BOARD5 $17,564$0$0 $17,5642
NUMAN LOAFMAN DIRECTOR5 $4,820$0$0 $4,8201
STEPHEN DESSELLES SECRETARY / TREASURER5 $4,397$0$0 $4,3972
MARY APPLEGATE DIRECTOR5 $4,388$0$0 $4,3881
GLENN SUEVER DIRECTOR5 $4,169$0$0 $4,1693
CHRIS PHELAN DIRECTOR5 $3,600$0$0 $3,6001
GORDON WOODWORTH BOARD PRESIDENT5 $3,600$0$0 $3,6002
DAVID BURT DIRECTOR-LEFT BOARD IN 20165 $2,428$0$0 $2,4281
DIANA WOLF DIRECTOR5 $1,977$0$0 $1,9771
JERRY GIFF DIRECTOR-LEFT BOARD IN 20165 $1,800$0$0 $1,8002
DAVID SYROTA DIRECTOR5 $1,800$0$0 $1,8001
2015 · 17 people listed · 17 paid, $771K · 65 employees · 7,006 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $213,018$0$27,062 $240,0802
KEVIN HECKER SR. VP/CFO45 $135,689$0$23,985 $159,6741
RON IVES VP, IT & INSURANCE OPERATIONS45 $128,661$0$11,488 $140,1492
SANDRA SHAFER FRATERNAL DIRECTOR40 $85,002$0$16,321 $101,3231
JUSTIN HAMILL SALES DIRECTOR40 $70,661$0$8,459 $79,1201
DAVID BURT BOARD PRESIDENT40 $12,923$0$0 $12,9231
THOMAS HOFFMAN BOARD PRESIDENT5 $4,801$0$0 $4,8012
CHRIS PHELAN DIRECTOR5 $4,691$0$0 $4,6911
JERRY GIFF DIRECTOR5 $4,691$0$0 $4,6912
GORDEN WOODWORTH DIRECTOR5 $4,691$0$0 $4,6912
NUMAN LOAFMAN DIRECTOR5 $4,428$0$0 $4,4281
ROBERT KELLOGG BOARD CHAIRMAN - LEFT 07/20165 $3,175$0$0 $3,1751
GEORGE BOHN DIRECTOR - LEFT 07/20165 $2,859$0$0 $2,8591
STEPHEN DESSELLES SECRETARY/TREASURER-START07/1610 $2,376$0$0 $2,3762
MARY F APPLEGATE DIRECTOR - STARTED 07/20165 $2,375$0$0 $2,3751
GERALD THOMAS SECRETARY/TREASURER-LEFT 07/1610 $2,304$0$0 $2,3042
GLENN SUEVER DIRECTOR - STARTED 07/20165 $1,800$0$0 $1,8003
2014 · 17 people listed · 17 paid, $846K · 56 employees · 7,058 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $214,518$0$25,171 $239,6892
KEVIN HECKER SR VP AND CFO45 $134,629$0$22,189 $156,8181
RONALD IVES VP, IT AND INSUR OPERATIONS45 $127,040$0$10,830 $137,8701
SANDRA SHAFER FRATERNAL DIRECTOR40 $83,373$0$15,520 $98,8931
JOHN MARSHALL VP, SALES40 $65,741$0$12,480 $78,2211
JUSTIN HAMILL SALES DIRECTOR40 $66,876$0$6,814 $73,6901
ROBERT KELLOGG BOARD CHAIRMAN40 $17,139$0$0 $17,1391
DAVID BURT BOARD PRESIDENT40 $15,293$0$0 $15,2931
THOMAS HOFFMAN DIRECTOR5 $4,479$0$0 $4,4792
GERALD THOMAS SECRETARY / TREASURER10 $4,216$0$0 $4,2162
JERRY GIFF DIRECTOR5 $4,080$0$0 $4,0802
GORDEN WOODWORTH DIRECTOR5 $4,080$0$0 $4,0802
GEORGE BOHN DIRECTOR5 $3,600$0$0 $3,6001
NUMAN LOAFMAN DIRECTOR5 $2,274$0$0 $2,2741
CHRIS PHELAN DIRECTOR5 $2,054$0$0 $2,0541
LARRY PILON BOARD CHAIRMAN5 $2,027$0$0 $2,0272
KEVIN STINSON DIRECTOR5 $1,800$0$0 $1,8001
2013 · 14 people listed · 14 paid, $790K · 84 employees · 7,668 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $213,644$0$18,610 $232,2542
KEVIN HECKER SR VP AND CFO45 $131,143$0$15,530 $146,6731
RONALD IVES VP, IT AND INSUR OPERATIONS45 $126,731$0$8,960 $135,6911
JOHN MARSHALL VP, SALES40 $115,303$0$13,556 $128,8591
SANDY SHAFER FRATERNAL DIRECTOR40 $75,398$0$12,879 $88,2772
LARRY PILON CHAIRMAN10 $15,802$0$0 $15,8022
ROBERT J KELLOGG PRESIDENT40 $15,454$0$0 $15,4541
GERALD E THOMAS SECRETARY-TREASURER10 $4,560$0$0 $4,5602
THOMAS D HOFFMAN DIRECTOR5 $4,517$0$0 $4,5172
DAVID L BURT VICE PRESIDENT10 $4,433$0$0 $4,4331
JERRY GIFF BOARD OF GOVERNORS5 $3,801$0$0 $3,8012
GORDEN WOODWORTH DIRECTOR5 $3,801$0$0 $3,8012
GEORGE I BOHN BOARD OF GOVERNORS5 $3,600$0$0 $3,6001
KEVIN STINSON DIRECTOR5 $1,800$0$0 $1,8001
2012 · 15 people listed · 15 paid, $756K · 92 employees · 19,409 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $208,206$0$0 $208,2062
KEVIN HECKER SR VP AND CFO45 $128,533$0$15,229 $143,7621
RONALD IVES VP, IT AND INSUR OPERATIONS45 $123,129$0$9,675 $132,8041
JOHN MARSHALL VP, SALES40 $114,327$0$12,794 $127,1211
SANDY SHAFER FRATERNAL DIRECTOR40 $71,455$0$14,928 $86,3832
RANDY C YOUNG CHAIRMAN10 $17,882$0$0 $17,8821
LARRY PILON PRESIDENT40 $14,048$0$0 $14,0482
GERALD E THOMAS SECRETARY-TREASURER10 $5,260$0$0 $5,2602
DAVID L BURT DIRECTOR5 $4,708$0$0 $4,7081
ROBERT J KELLOGG VICE PRESIDENT10 $4,695$0$0 $4,6951
THOMAS D HOFFMAN DIRECTOR5 $3,322$0$0 $3,3222
GEORGE I BOHN BOARD OF GOVERNORS5 $2,400$0$0 $2,4001
JERRY GIFF BOARD OF GOVERNORS5 $2,048$0$0 $2,0482
GORDEN WOODWORTH DIRECTOR5 $2,048$0$0 $2,0482
STEWART A WAGNER CHAIRMAN (TERM ENDED 7/2012)10 $1,200$0$0 $1,2001
2011 · 12 people listed · 12 paid, $759K · 96 employees · 15,638 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $219,536-$21,118 $240,6542
KEVIN HECKER SR VP AND CFO45 $136,510$0$18,038 $154,5481
RONALD IVES VP, IT AND INSUR OPERATIONS45 $130,190$0$10,365 $140,5551
SANDY SHAFER FRATERNAL DIRECTOR40 $71,341$0$16,041 $87,3822
JOHN MARSHALL VP, SALES45 $80,366$0$4,357 $84,7231
STEWART A WAGNER CHAIRMAN10 $15,880$0$0 $15,8801
RANDY C YOUNG SUPREME COUNSELOR/PRESIDENT40 $15,603$0$0 $15,6031
GERALD E THOMAS SUPREME SECRETARY-TREASURER10 $5,030$0$0 $5,0302
DAVID L BURT SUPREME PAGE5 $4,451$0$0 $4,4511
ROBERT J KELLOGG SUPREME CONDUCTOR5 $4,048$0$0 $4,0481
GEORGE I BOHN BOARD OF GOVERNORS5 $3,600$0$0 $3,6001
THOMAS D HOFFMAN SUPREME SENTINEL5 $2,035$0$0 $2,0352
2010 · 14 people listed · 14 paid, $813K · 95 employees · 10,836 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH HOFFMAN CEO45 $197,854$0$36,103 $233,9572
KEVIN HECKER SR. VP & CFO50 $121,722$0$29,483 $151,2051
ROBERT MCCOLLINS VP, MARKETING45 $135,408$0$13,160 $148,5681
RONALD IVES VP, IT & INSUR OPERATIONS45 $120,207$0$21,018 $141,2251
SANDY SHAFER FRATERNAL DIRECTOR40 $58,698$0$20,639 $79,3372
STEWART A WAGNER SUPREME COUNSELOR/PRESIDENT40 $16,200$0$0 $16,2001
JAMES V WALSH CHAIRPERSON10 $16,161$0$0 $16,1611
RANDY C YOUNG SUPREME JUNIOR COUNSELOR5 $5,558$0$0 $5,5581
ROBERT KELLOGG SUPREME CONDUCTOR5 $4,480$0$0 $4,4801
GERALD E THOMAS SECRETARY-TREASURER10 $4,465$0$0 $4,4652
LARRY PILON BOARD OF GOVERNORS5 $3,800$0$0 $3,8002
GEORGE I BOHN BOARD OF GOVERNORS5 $3,600$0$0 $3,6001
DAVID L BURT BOARD OF GOVERNORS5 $2,080$0$0 $2,0801
JERRY GIFF BOARD OF GOVERNORS5 $1,895$0$0 $1,8952

Highest-paid independent contractors

2023 · 2 contractors · $525K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$398,016
FORVIS MAZARS LLPCINCINNATI, OHAUDIT AND TAX$127,030
2022 · 3 contractors · $403K
NameLocationServicePaid
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTUARIAL$164,738
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$121,792
FORVIS LLPCINCINNATI, OHAUDIT AND TAX$116,424
2021 · 3 contractors · $474K
NameLocationServicePaid
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTUARIAL$218,684
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$139,554
BKDCINCINNATI, OHAUDIT AND TAX$115,456
2020 · 3 contractors · $545K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$262,933
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTUARIAL$177,024
BKDCINCINNATI, OHAUDIT AND TAX$104,956
2019 · 3 contractors · $593K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$274,710
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTUARIAL$203,988
BKDCINCINNATI, OHAUDIT AND TAX$114,531
2018 · 4 contractors · $548K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$180,362
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTUARIAL$141,755
ICE MILLER LLPCOLUMBUS, OHLEGAL SERVICES$118,492
BKDCINCINNATI, OHAUDIT AND TAX$107,456
2017 · 3 contractors · $541K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$255,824
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTUARIAL$164,875
BKDCINCINNATI, OHAUDIT AND TAX$120,385
2016 · 3 contractors · $578K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$253,829
DIAMOND CONSULTING GROUPCOLUMBUS, OHACTURARIAL$207,288
BKDCINCINNATI, OHAUDIT AND TAX$117,260
2015 · 3 contractors · $527K
NameLocationServicePaid
MILLIMAN INCTAMPA, FLCONSULTING SERVICES$275,357
DIAMOND CONSULTINGCOLUMBUS, OHACTURARIAL$146,642
BKDCINCINNATI, OHAUDIT AND TAX$104,664
2014 · 2 contractors · $352K
NameLocationServicePaid
WAKELY ACTUARIAL SERVICESPALM HARBOR, FLACTUARIAL$243,535
BKD LLPCINCINNATI, OHAUDIT AND TAX$108,578
2013 · 2 contractors · $442K
NameLocationServicePaid
WAKELY ACTUARIAL SEVICESACTUARIAL$312,696
BKD LLPaudit and tax$129,275
2012 · 2 contractors · $390K
NameLocationServicePaid
WAKELY ACTUARIAL SEVICESPALM HARBOR, FLACTUARIAL$272,996
bkd cpas advisorsCINCINNATI, OHaudit and tax$117,055
2011 · 3 contractors · $493K
NameLocationServicePaid
WAKELY ACTUARIAL SEVICESPALM HARBOR, FLACTUARIAL$312,696
BKD CPAS ADVISORSCINCINNATI, OHAUDIT AND TAX$129,275
SCHOTTENSTEIN ZOX DUNNCOLUMBUS, OHLEGAL$50,723

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2012 · 1 grant to organizations · $1.7M
2010 · 1 grant to organizations · $10K

Listed grants add up to $10,000; the return's “grants paid” expense line says $16,841. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$509,567$996,915 $1,793,871-$1,493,106 $18,872$388,544 $08-
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
-$25,102-$1,560,662 $2,673,673-$1,013,887 $27,121$215,237 $315,84122-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$13,085,039$13,982,999 $10,503,965$760,581 $500,339$12,551,490 $507,5613710,000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$14,572,704$16,045,149 $11,173,963$613,442 $518,495$13,735,559 $825,1204510,000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$16,246,455$17,378,576 $13,051,068$6,371,055 $1,226,595$14,622,630 $787,9334430,000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$16,918,062$17,191,731 $14,324,020$7,449,383 $615,265$15,642,293 $728,086474,923
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$17,347,148$18,451,894 $14,062,904$7,572,917 $657,095$15,953,889 $444,780529,211
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$18,433,448$19,263,183 $15,434,879$8,254,050 $735,729$16,761,414 $615,614589,211
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$18,488,372$18,682,625 $16,758,974$9,213,236 $762,088$16,981,088 $613,833615,425
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$18,767,527$18,859,316 $16,890,516$9,411,137 $759,233$17,293,416 $731,970636,500
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$20,453,134$20,266,933 $18,687,312$9,423,118 $907,530$18,858,427 $771,460657,006
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$23,640,612$23,228,810 $19,931,492$9,612,436 $1,024,323$22,001,635 $846,223567,058
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$26,621,341$28,491,089 $21,162,131$9,503,650 $592,031$25,304,056 $789,522847,668
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$31,542,907$31,688,408 $22,915,216$10,739,937 $2,140,109$28,737,022 $762,0219219,409
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$36,189,023$36,460,873 $21,468,521$10,971,591 $518,882$34,869,353 $758,5099615,638
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$50,191,035$49,176,900 $23,014,973$11,976,389 $685,217$48,516,782 $812,5319510,836

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).

Nearby + Similar BETA

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

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
UNITED COMMERCIAL TRAVELERS OF AMERICAVANot reported $185$16,390 1136 HEATH AVENUE LYNCHBURG VA24502$0 Similar name, revenue differs more than 10x, same state
UNITED COMMERCIAL TRAVELERS OF AMERICALANot reported $34,238$67,171 PRESIDENT$0 Similar name, revenue differs more than 10x, similar mission
UNITED COMMERCIAL TRAVELERS OF AMERICAKYNot reported $10,685$9,640 PRESIDENT$0 Similar name, revenue differs more than 10x
UNITED COMMERCIAL TRAVELERS OF AMERICAORNot reported $5,546$8,762 President$500 Similar name, revenue differs more than 10x
UNITED COMMERCIAL TRAVELERS OF AMERICARINot reported $45,002$80,786 SECRETARY/TREASURER$500 Similar name, revenue differs more than 10x
UNITED COMMERCIAL TRAVELERS OF AMERICAORNot reported $9,273$12,694 PRESIDENT$0 Similar name, revenue differs more than 10x
UNITED COMMERCIAL TRAVELERS OF AMERICAWVNot reported $6,343$21,081 SECRETARYTREASURER$0 Similar name, revenue differs more than 10x
UNITED COMMERCIAL TRAVELERS BENEVOLENTCANot reported $17,183$58,310 President$0 Similar name, revenue differs more than 10x

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.

2025 · Form 990 · $996,915 spent · pay $472,481 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $703,364--- 70.6%
Other salaries and wages $384,784--- 38.6%
Fees: other services $133,108--- 13.4%
Other employee benefits $57,703--- 5.8%
Occupancy $34,177--- 3.4%
Payroll taxes $29,994--- 3.0%
Other (as described)Commissions $27,786--- 2.8%
Information technology $21,727--- 2.2%
Office expenses $14,674--- 1.5%
Other (as described)Dues Subscriptions $8,881--- 0.9%
Fees: investment management $1,582--- 0.2%
Other (as described)Policy Reserves -$420,865--- -42.2%
Total$996,915100%

View the filing

2024 · Form 990 · -$1,560,662 spent · pay $1,319,390 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $776,673--- -49.8%
Benefits paid to members $484,170--- -31.0%
Pay: officers, directors, trustees, key employees $315,841--- -20.2%
Occupancy $283,791--- -18.2%
Fees: other services $193,909--- -12.4%
Information technology $187,751--- -12.0%
Other employee benefits $139,771--- -9.0%
Office expenses $129,800--- -8.3%
Payroll taxes $87,105--- -5.6%
Other (as described)Commissions $35,069--- -2.2%
Insurance $28,135--- -1.8%
Depreciation and depletion $19,272--- -1.2%
Fees: accounting $15,560--- -1.0%
Other (as described)Dues Subscriptions $11,356--- -0.7%
Fees: investment management $7,423--- -0.5%
Other (as described)Fees Licensing -$16--- 0.0%
Fees: legal -$158--- 0.0%
Other (as described)Policy Reserves -$4,276,114--- 274.0%
Total-$1,560,662100%

View the filing

2023 · Form 990 · $13,982,999 spent · pay $2,621,874 · grants $0 · events $770
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $7,201,436--- 51.5%
Other (as described)COMMISSIONS $1,982,149--- 14.2%
Other salaries and wages $1,670,368--- 11.9%
Fees: other services $641,243--- 4.6%
Pay: officers, directors, trustees, key employees $507,561--- 3.6%
Occupancy $494,864--- 3.5%
Office expenses $466,678--- 3.3%
Other (as described)FEES & LICENSING $287,766--- 2.1%
Other employee benefits $286,314--- 2.0%
Payroll taxes $157,631--- 1.1%
Insurance $105,542--- 0.8%
Depreciation and depletion $57,666--- 0.4%
Fees: legal $55,332--- 0.4%
Fees: accounting $42,587--- 0.3%
Fees: investment management $38,422--- 0.3%
Other (as described)DUES & SUBSCRIPTIONS $31,482--- 0.2%
All other expenses $23,946--- 0.2%
Travel $17,260--- 0.1%
Conferences, conventions and meetings $770--- 0.0%
Advertising and promotion $250--- 0.0%
Other (as described)POLICY RESERVES -$86,268--- -0.6%
Total$13,982,999100%

View the filing

2022 · Form 990 · $16,045,149 spent · pay $3,213,671 · grants $0 · events $8,207
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,897,484--- 55.5%
Other (as described)Commissions $2,250,134--- 14.0%
Other salaries and wages $1,817,701--- 11.3%
Fees: other services $935,016--- 5.8%
Pay: officers, directors, trustees, key employees $825,120--- 5.1%
Office expenses $562,875--- 3.5%
Occupancy $476,340--- 3.0%
Other employee benefits $380,807--- 2.4%
Other (as described)Fees & Licensing $227,973--- 1.4%
Payroll taxes $190,043--- 1.2%
Fees: accounting $187,128--- 1.2%
Insurance $128,561--- 0.8%
All other expenses $113,213--- 0.7%
Depreciation and depletion $88,483--- 0.6%
Fees: investment management $43,421--- 0.3%
Fees: legal $37,099--- 0.2%
Other (as described)Dues & Subscriptions $29,879--- 0.2%
Travel $28,340--- 0.2%
Conferences, conventions and meetings $8,207--- 0.1%
Advertising and promotion $3,174--- 0.0%
Other (as described)POLICY RESERVES -$1,185,849--- -7.4%
Total$16,045,149100%

View the filing

2021 · Form 990 · $17,378,576 spent · pay $3,299,209 · grants $0 · events $5,548
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,294,606--- 47.7%
Other (as described)COMMISSIONS $2,429,845--- 14.0%
Other salaries and wages $1,906,557--- 11.0%
Fees: other services $1,010,668--- 5.8%
Pay: officers, directors, trustees, key employees $787,933--- 4.5%
Other employee benefits $604,719--- 3.5%
Office expenses $600,842--- 3.5%
Occupancy $526,996--- 3.0%
Other (as described)POLICY RESERVES $366,174--- 2.1%
Other (as described)FEES & LICENSING $253,673--- 1.5%
Fees: accounting $155,834--- 0.9%
Insurance $110,010--- 0.6%
All other expenses $108,023--- 0.6%
Depreciation and depletion $83,526--- 0.5%
Fees: investment management $48,023--- 0.3%
Fees: legal $36,660--- 0.2%
Other (as described)DUES & SUBSCRIPTIONS $25,872--- 0.1%
Travel $17,008--- 0.1%
Conferences, conventions and meetings $5,548--- 0.0%
Interest $3,122--- 0.0%
Advertising and promotion $2,937--- 0.0%
Total$17,378,576100%

View the filing

2020 · Form 990 · $17,191,731 spent · pay $3,447,955 · grants $150 · events $415,353
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,044,524--- 46.8%
Other (as described)COMMISSIONS $2,618,390--- 15.2%
Other salaries and wages $2,058,755--- 12.0%
Pay: officers, directors, trustees, key employees $728,086--- 4.2%
Fees: other services $570,797--- 3.3%
Occupancy $461,674--- 2.7%
Information technology $417,221--- 2.4%
Other (as described) Event3RD PARTY PROCESSING $410,809--- 2.4%
Other (as described)OTHER EXPENSES $382,379--- 2.2%
Office expenses $358,443--- 2.1%
Other employee benefits $345,053--- 2.0%
Payroll taxes $220,204--- 1.3%
Fees: accounting $136,735--- 0.8%
Insurance $102,291--- 0.6%
Other (as described)Postage and Shipping $100,030--- 0.6%
Pension plan contributions $95,857--- 0.6%
Depreciation and depletion $70,145--- 0.4%
Fees: legal $46,840--- 0.3%
Travel $18,804--- 0.1%
Conferences, conventions and meetings $4,544--- 0.0%
Grants to US organizations and governments $150--- 0.0%
Total$17,191,731100%

View the filing

2019 · Form 990 · $18,451,894 spent · pay $3,712,681 · grants $400 · events $537,339
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,819,229--- 47.8%
Other (as described)COMMISSIONS $2,642,370--- 14.3%
Other salaries and wages $2,493,418--- 13.5%
Fees: other services $616,005--- 3.3%
Occupancy $584,685--- 3.2%
Other (as described) Event3RD PARTY PROCESSING $529,973--- 2.9%
Information technology $504,968--- 2.7%
Other employee benefits $455,302--- 2.5%
Pay: officers, directors, trustees, key employees $444,780--- 2.4%
Other (as described)OTHER EXPENSES $292,976--- 1.6%
Office expenses $282,022--- 1.5%
Payroll taxes $217,726--- 1.2%
Fees: accounting $113,168--- 0.6%
Pension plan contributions $101,455--- 0.5%
Insurance $92,568--- 0.5%
Depreciation and depletion $91,832--- 0.5%
Fees: legal $85,760--- 0.5%
Travel $75,891--- 0.4%
Conferences, conventions and meetings $7,366--- 0.0%
Grants to US organizations and governments $400--- 0.0%
Total$18,451,894100%

View the filing

2018 · Form 990 · $19,263,183 spent · pay $3,916,984 · grants $1,050 · events $606,628
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,458,958--- 43.9%
Other (as described)COMMISSIONS $3,040,128--- 15.8%
Other salaries and wages $2,435,645--- 12.6%
Pay: officers, directors, trustees, key employees $615,614--- 3.2%
Other (as described) Event3RD PARTY PROCESSING $593,015--- 3.1%
Occupancy $566,221--- 2.9%
Fees: other services $564,474--- 2.9%
Other employee benefits $540,052--- 2.8%
Information technology $520,697--- 2.7%
Other (as described)OTHER EXPENSES $364,529--- 1.9%
Office expenses $363,579--- 1.9%
Other (as described)CANADA DISCONTINUATION $243,942--- 1.3%
Payroll taxes $225,869--- 1.2%
Fees: legal $169,818--- 0.9%
Fees: accounting $141,479--- 0.7%
Depreciation and depletion $111,511--- 0.6%
Travel $102,288--- 0.5%
Pension plan contributions $99,804--- 0.5%
Insurance $90,897--- 0.5%
Conferences, conventions and meetings $13,613--- 0.1%
Grants to US organizations and governments $1,050--- 0.0%
Total$19,263,183100%

View the filing

2017 · Form 990 · $18,682,625 spent · pay $3,969,623 · grants $977 · events $636,945
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,035,061--- 43.0%
Other (as described)COMMISSIONS $3,330,762--- 17.8%
Other salaries and wages $2,506,447--- 13.4%
Other (as described) Event3RD PARTY PROCESSING $630,590--- 3.4%
Pay: officers, directors, trustees, key employees $613,833--- 3.3%
Fees: other services $567,809--- 3.0%
Occupancy $553,935--- 3.0%
Other employee benefits $525,661--- 2.8%
Information technology $495,629--- 2.7%
Office expenses $393,694--- 2.1%
Payroll taxes $244,891--- 1.3%
Other (as described)OTHER EXPENSES - LESS THAN 5% $215,463--- 1.2%
Fees: accounting $141,648--- 0.8%
Travel $103,924--- 0.6%
Depreciation and depletion $99,787--- 0.5%
Insurance $98,688--- 0.5%
Pension plan contributions $78,791--- 0.4%
Fees: legal $38,680--- 0.2%
Conferences, conventions and meetings $6,355--- 0.0%
Grants to US organizations and governments $977--- 0.0%
Total$18,682,625100%

View the filing

2016 · Form 990 · $18,859,316 spent · pay $3,998,375 · grants $3,225 · events $769,328
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,048,188--- 42.7%
Other (as described)Commissions $3,217,960--- 17.1%
Other salaries and wages $2,445,192--- 13.0%
Office expenses $847,208--- 4.5%
Other employee benefits $821,213--- 4.4%
Other (as described) Event3rd Party Processing $750,521--- 4.0%
Pay: officers, directors, trustees, key employees $731,970--- 3.9%
Fees: investment management $654,952--- 3.5%
Occupancy $611,005--- 3.2%
Other (as described)Other - less than 5% of total $217,579--- 1.2%
Travel $137,166--- 0.7%
Fees: accounting $133,853--- 0.7%
Insurance $97,078--- 0.5%
Depreciation and depletion $89,244--- 0.5%
Fees: legal $29,601--- 0.2%
Conferences, conventions and meetings $18,807--- 0.1%
Advertising and promotion $4,554--- 0.0%
Grants to US organizations and governments $3,225--- 0.0%
Total$18,859,316100%

View the filing

2015 · Form 990 · $20,266,933 spent · pay $4,115,647 · grants $281 · events $976,374
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,056,360--- 39.8%
Other (as described)Commissions $4,234,283--- 20.9%
Other salaries and wages $2,587,732--- 12.8%
Other (as described) Event3rd Party Processing $958,720--- 4.7%
Office expenses $838,984--- 4.1%
Pay: officers, directors, trustees, key employees $771,460--- 3.8%
Other employee benefits $756,455--- 3.7%
Fees: investment management $682,085--- 3.4%
Occupancy $583,627--- 2.9%
Other (as described)FEES AND LICENSES $203,420--- 1.0%
Travel $131,667--- 0.6%
Fees: accounting $131,576--- 0.6%
Depreciation and depletion $105,817--- 0.5%
Insurance $89,117--- 0.4%
Fees: legal $58,177--- 0.3%
Other (as described)DUES AND SUBSCRIPTIONS $47,775--- 0.2%
Conferences, conventions and meetings $17,654--- 0.1%
Advertising and promotion $9,832--- 0.0%
All other expenses $1,911--- 0.0%
Grants to US organizations and governments $281--- 0.0%
Total$20,266,933100%

View the filing

2014 · Form 990 · $23,228,810 spent · pay $4,228,622 · grants $2,917 · events $712,212
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,623,022--- 37.1%
Other (as described)Commissions $6,688,266--- 28.8%
Other salaries and wages $2,685,294--- 11.6%
Pay: officers, directors, trustees, key employees $846,223--- 3.6%
Occupancy $718,692--- 3.1%
Other (as described) Event3rd Party Processing $698,572--- 3.0%
Other employee benefits $697,105--- 3.0%
Other (as described)Rental & Maintenance $675,050--- 2.9%
All other expenses $473,994--- 2.0%
Office expenses $368,659--- 1.6%
Depreciation and depletion $151,116--- 0.7%
Travel $130,486--- 0.6%
Fees: accounting $119,396--- 0.5%
Insurance $92,656--- 0.4%
Fees: investment management $76,498--- 0.3%
Other (as described)Outside Services $72,424--- 0.3%
Advertising and promotion $54,637--- 0.2%
Fees: legal $40,163--- 0.2%
Conferences, conventions and meetings $13,640--- 0.1%
Grants to US organizations and governments $2,917--- 0.0%
Total$23,228,810100%

View the filing

2013 · Form 990 · $28,491,089 spent · pay $4,954,053 · grants $8,434 · events $985,851
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Commissions $9,836,771--- 34.5%
Benefits paid to members $8,366,584--- 29.4%
Other salaries and wages $3,170,813--- 11.1%
Other employee benefits $993,718--- 3.5%
All other expenses $977,305--- 3.4%
Other (as described) Event3rd Party Processing $965,712--- 3.4%
Pay: officers, directors, trustees, key employees $789,522--- 2.8%
Occupancy $755,038--- 2.7%
Depreciation and depletion $648,394--- 2.3%
Other (as described)Rental & Maintenance $584,604--- 2.1%
Office expenses $452,206--- 1.6%
Other (as described)Outside Services $397,148--- 1.4%
Travel $167,896--- 0.6%
Fees: accounting $114,445--- 0.4%
Insurance $87,818--- 0.3%
Fees: investment management $71,135--- 0.2%
Fees: legal $51,467--- 0.2%
Advertising and promotion $31,940--- 0.1%
Conferences, conventions and meetings $20,139--- 0.1%
Grants to US organizations and governments $8,434--- 0.0%
Total$28,491,089100%

View the filing

2012 · Form 990 · $31,688,408 spent · pay $4,786,652 · grants $1,717,117 · events $1,149,074
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Commissions $12,512,332--- 39.5%
Benefits paid to members $7,439,801--- 23.5%
Other salaries and wages $3,079,047--- 9.7%
Grants to US organizations and governments $1,717,117--- 5.4%
Other (as described) Event3rd Party Processing $1,103,953--- 3.5%
Other employee benefits $945,584--- 3.0%
All other expenses $891,737--- 2.8%
Pay: officers, directors, trustees, key employees $762,021--- 2.4%
Occupancy $726,631--- 2.3%
Other (as described)Rental & Maintenance $667,114--- 2.1%
Depreciation and depletion $647,347--- 2.0%
Office expenses $460,654--- 1.5%
Fees: accounting $146,001--- 0.5%
Travel $123,060--- 0.4%
Fees: other services $91,411--- 0.3%
Insurance $90,743--- 0.3%
Fees: investment management $76,263--- 0.2%
Other (as described)Outside Services $74,690--- 0.2%
Fees: legal $72,608--- 0.2%
Conferences, conventions and meetings $45,121--- 0.1%
Advertising and promotion $15,173--- 0.0%
Total$31,688,408100%

View the filing

2011 · Form 990 · $36,460,873 spent · pay $4,969,267 · grants $8,679 · events $1,591,051
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)COMMISSIONS $16,766,980--- 46.0%
Benefits paid to members $9,134,811--- 25.1%
Other salaries and wages $3,266,958--- 9.0%
Other (as described) Event3RD PARTY PROCESSING $1,524,407--- 4.2%
Other employee benefits $943,800--- 2.6%
All other expenses $815,208--- 2.2%
Office expenses $760,334--- 2.1%
Pay: officers, directors, trustees, key employees $758,509--- 2.1%
Occupancy $681,327--- 1.9%
Other (as described)RENTAL AND MAINTENANCE $554,198--- 1.5%
Depreciation and depletion $418,532--- 1.1%
Other (as described)OUTSIDE SERVICES $165,315--- 0.5%
Fees: other services $146,876--- 0.4%
Fees: accounting $142,763--- 0.4%
Travel $96,143--- 0.3%
Insurance $81,468--- 0.2%
Fees: investment management $72,225--- 0.2%
Conferences, conventions and meetings $66,644--- 0.2%
Fees: legal $49,599--- 0.1%
Grants to US organizations and governments $8,679--- 0.0%
Advertising and promotion $6,097--- 0.0%
Total$36,460,873100%

View the filing

2010 · Form 990 · $49,176,900 spent · pay $5,207,099 · grants $16,841 · events $2,219,145
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)COMMISSIONS $25,779,068--- 52.4%
Benefits paid to members $11,148,084--- 22.7%
Other salaries and wages $3,403,999--- 6.9%
Other (as described) Event3RD PARTY PROCESSING $2,142,261--- 4.4%
Office expenses $1,050,700--- 2.1%
Other employee benefits $990,569--- 2.0%
Pay: officers, directors, trustees, key employees $812,531--- 1.7%
Occupancy $735,825--- 1.5%
All other expenses $640,369--- 1.3%
Other (as described)OUTSIDE SERVICES $556,832--- 1.1%
Other (as described)RENTAL AND MAINTENANCE $475,260--- 1.0%
Other (as described)ACTUARIAL FEES $366,489--- 0.7%
Depreciation and depletion $263,452--- 0.5%
Fees: other services $201,774--- 0.4%
Fees: accounting $140,309--- 0.3%
Travel $100,864--- 0.2%
Insurance $85,595--- 0.2%
Fees: legal $80,044--- 0.2%
Conferences, conventions and meetings $76,884--- 0.2%
Fees: investment management $65,900--- 0.1%
Advertising and promotion $43,250--- 0.1%
Grants to US organizations and governments $16,841--- 0.0%
Total$49,176,900100%

View the filing

State business registration

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

Also on this site Fuzzy

RecordName as filedWhereDatasetMatched by
Plan sponsorTHE ORDER OF UNITED COMMERCIAL TRAVELERS OF AMERICAOHForm 5500 (employee benefit plans)EIN (EXACT)

Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.

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