ASCENDIUM EDUCATION GROUP INC
Cite this
Plain text ASCENDIUM EDUCATION GROUP INC. furp.org, nonprofit organization profile, tax years 2010–2025. https://furp.org/org/ascendium-education-group-inc-391090394. Retrieved 2026-11-01.
APA furp.org. (n.d.). ASCENDIUM EDUCATION GROUP INC [Nonprofit organization profile; tax years 2010–2025]. Retrieved November 1, 2026, from https://furp.org/org/ascendium-education-group-inc-391090394
MLA “ASCENDIUM EDUCATION GROUP INC.” furp.org, tax years 2010–2025, https://furp.org/org/ascendium-education-group-inc-391090394. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2010–2025. Data: furp.org, CC BY 4.0.
2025 · Form 990 · revenue $118.1M · expenses $16.1M · assets $3.92B
- EIN
- 39-1090394
- Address
- 38 BUTTONWOOD CT, MADISON, WI 53718-2156
- Website
- WWW.ASCENDIUMEDUCATION.ORG
- NTEE code
- B40
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- November 1967 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
ASCENDIUM EDUCATION GROUP, INC. OPERATES FOR THE SUPPORT AND BENEFIT OF ASCENDIUM EDUCATION SOLUTIONS, INC.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
81 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Richard D George - 23 | CHAIRMAN/CIO/TREASURER | 2010-2025 | $884,194 | $12,728,997 | 5 |
| Hope E Merry - 3 | CHIEF FINANCIAL OFFICER | 2017-2025 | $525,125 | $2,112,610 | 2 |
| Jacqueline J Fairbairn - 3 | CHIEF OPERATING OFFICER | 2022-2025 | $458,217 | $1,558,538 | 2 |
| Rebecca E Rapp - 3 | GEN CNSL & CHIEF PRIV OFC | 2022-2025 | $366,612 | $1,410,460 | 2 |
| Brett G Lindquist - 3 | VP - COMMS AND CMNTY ENGMT | 2022-2025 | $363,954 | $1,395,413 | 2 |
| Keith Witham - 3 | PRESIDENT & CEO - AEG | 2022-2025 | $530,720 | $1,330,178 | 1 |
| Eric C Maly - 3 | VP - INFO SECURITY AND TECH | 2022-2025 | $359,591 | $1,283,698 | 2 |
| Matthew R Harlowe - 3 | DIRECTOR - INTERNAL AUDIT | 2022-2025 | $321,404 | $1,171,767 | 2 |
| Jennifer M Krueger - 3 | DEPUTY GENERAL COUNSEL | 2022-2025 | $224,665 | $847,600 | 1 |
| Bethany M Miller - 3 | VP - PLANNING LEARN IMPACT | 2022-2025 | $237,941 | $840,104 | 1 |
| Catherine M Risseeuw - 3 | VP - HUMAN RESOURCES | 2023-2025 | $217,423 | $410,671 | 1 |
| Richard A Weiss - 1 | DIRECTOR - SECRETARY | 2010-2025 | $46,000 | $312,151 | 5 |
| Linda Hoeschler - 1 | DIRECTOR | 2010-2025 | $46,000 | $286,800 | 3 |
| Joan Prince - 1 | DIRECTOR | 2013-2025 | $46,000 | $269,765 | 3 |
| Alyssa K Dunsirn - 3 | DIRECTOR - IT SECURITY | 2025 | $236,401 | $236,401 | 1 |
| Jessa L Valentine - 3 | DEPUTY DIR - LEARNING & IMP | 2025 | $235,910 | $235,910 | 1 |
| Janice M Hicks - 3 | DEPUTY DIR - EDUC GRANTMAKING | 2025 | $217,161 | $217,161 | 1 |
| Thomas Boldt - 1 | DIRECTOR | 2018-2025 | $55,000 | $201,100 | 1 |
| Roger Ervin - 1 | DIRECTOR | 2020-2025 | $50,500 | $188,100 | 2 |
| Emerson Brumback - 1 | DIRECTOR - VICE CHAIRMAN | 2018-2025 | $46,000 | $186,300 | 3 |
| David J Hanson - 1 | DIRECTOR | 2017-2025 | $46,000 | $161,600 | 5 |
| Scott Klug - 1 | DIRECTOR | 2022-2025 | $55,000 | $155,400 | 2 |
| Maureen 1144 Harrill - 3 | VP - HUMAN RESOURCES | 2025 | $136,323 | $136,323 | 1 |
| Maria Gonzalez-Knavel - 1 | DIRECTOR | 2022-2025 | $46,000 | $111,400 | 2 |
| Leslie Lenzo - 1 | DIRECTOR | 2024-2025 | $46,000 | $92,000 | 2 |
| Darren King - 1 | DIRECTOR | 2024-2025 | $41,500 | $87,500 | 2 |
| Nancy Seifert 3 (former) | FORMER CFO | 2010-2017 | $326,038 | $3,220,281 | 3 |
| Jacqueline Fairbairn 3 (former) | VP - POLICY & REG COMPLIANCE | 2015-2021 | $350,548 | $1,973,813 | 4 |
| Rebecca Rapp 3 (former) | Gen Cnsl, CHF PRVCY & ASST SEC | 2016-2021 | $327,704 | $1,871,141 | 5 |
| Hope Merry 3 (former) | Chief Financial Officer | 2018-2021 | $445,616 | $1,608,962 | 3 |
| Jeff Crosby 3 (former) | PRES/CEO-AES | 2019-2021 | $564,463 | $1,409,461 | 3 |
| Richard D George 2 (former) | Chair/Pres/CEO/Treas | 2019 | $996,196 | $996,196 | 3 |
| James Elvekrog (former) | Director of Internal Audit | 2010-2014 | $137,509 | $986,865 | 1 |
| Matt Harlowe 3 (former) | Director Internal Audit | 2018-2021 | $258,525 | $832,289 | 2 |
| Maureen L Harrill - 3 (former) | VP - HUMAN RESOURCES | 2022-2024 | $279,321 | $822,573 | 2 |
| Maureen Harrill 3 (former) | VP - Human Resources | 2018-2021 | $258,752 | $815,750 | 2 |
| Brian Kobishop 3 (former) | VP - IT/Sec/Logi (Until 11/15) | 2018-2021 | $178,089 | $806,843 | 3 |
| Jennifer Krueger 3 (former) | DEPUTY GENERAL COUNSEL | 2018-2021 | $193,873 | $752,647 | 1 |
| Dawn Vogel 3 (former) | Dir-Internal Audit til 2/1/18 | 2015-2018 | $95,249 | $566,931 | 1 |
| Amy S Kerwin - 3 (former) | VP - EDUCATION PHILANTHROPY | 2022-2023 | $213,505 | $546,135 | 1 |
| Catherine Risseeuw 3 (former) | Mgr - HR Technology & Comp | 2019-2021 | $176,977 | $507,357 | 1 |
| Fernando Delk 3 (former) | Sr IT & Busn Integ Anst | 2019-2021 | $167,642 | $494,211 | 1 |
| Steven A Schmidt (former) | Comm. & Compliance Strategist | 2015-2017 | $146,548 | $433,845 | 2 |
| Alexander J Hammond (former) | SENIOR SECURITY ARCHITECT | 2023-2024 | $214,407 | $425,693 | 1 |
| Eric Maly 3 (former) | Director - Info Technology | 2020-2021 | $216,727 | $412,787 | 1 |
| Brett Lindquist 3 (former) | VP - Strategic Communications | 2020-2021 | $322,941 | $373,094 | 3 |
| Richard T Schick - 3 (former) | SR IT ARCHITECTURAL ENGINEER | 2022-2023 | $178,899 | $348,350 | 1 |
| Patricia L Wheeler (former) | Associate Counsel | 2016-2017 | $173,262 | $347,450 | 1 |
| Jacqueline Fairbairn (former) | Corp Comp Committee Chair | 2019 | $326,934 | $326,934 | 2 |
| Amy KOBISHOP 3 (former) | VP - Education Philanthropy | 2021 | $321,021 | $321,021 | 4 |
| Rebecca St John 3 (former) | General Counsel/Asst Secretary | 2015 | $313,951 | $313,951 | 3 |
| Hope E Merry (former) | Sr Mgr - Guar Acctg Fed Rpt | 2015-2016 | $163,025 | $311,762 | 1 |
| Amy Kerwin 3 (former) | VP - Education Philanthropy | 2020 | $308,467 | $308,467 | 4 |
| Stephanie L Hafermann (former) | Sr Mgr - Corporate Acctg | 2015-2016 | $141,972 | $281,627 | 1 |
| Patricia Kingston 3 (former) | Sr Mgr - Corporate Tax | 2018-2019 | $134,171 | $261,593 | 1 |
| Dawn M Vogel 3 (former) | Director of Internal Audit | 2017 | $242,182 | $242,182 | 1 |
| Jessa L Valentine (former) | DPTY DIR - LEARNING AND IMPACT | 2024 | $212,481 | $212,481 | 1 |
| Alexander J Hammond - 3 (former) | SENIOR SECURITY ARCHITECT | 2022 | $192,621 | $192,621 | 1 |
| Rebecca St John (former) | Deputy General Counsel | 2013-2014 | $159,786 | $189,558 | 1 |
| Carolynn E Lee (former) | DPTY DIR - EDUC GRANTMAKING | 2024 | $186,148 | $186,148 | 1 |
| Kira Cortese 3 (former) | Creative Director | 2021 | $175,296 | $175,296 | 2 |
| Barry Smith 3 (former) | Security Pol-Vend Rel Mgr | 2020 | $171,451 | $171,451 | 1 |
| Mary Burke - 1 (former) | DIRECTOR | 2015-2023 | $19,400 | $158,200 | 5 |
| Jennifer M Krueger (former) | Associate Counsel | 2017 | $157,567 | $157,567 | 1 |
| Mardee Blattner (former) | Sr Mgr - Corporate Tax | 2016 | $140,653 | $140,653 | 1 |
| Stephanie Haferman 3 (former) | Sr Mgr - Corporate Accounting | 2018 | $137,927 | $137,927 | 1 |
| Gwendolyn D Lemke (former) | Project Mgr - Compl Mgt System | 2017 | $137,771 | $137,771 | 1 |
| Royce A Norton (former) | Sr Financial Specialist | 2015 | $135,895 | $135,895 | 1 |
| Stephanie Hafermann 3 (former) | Sr Mgr - Corporate Acctg | 2019 | $135,670 | $135,670 | 1 |
| Alex J Pollock 1 (former) | Director | 2010-2019 | $13,750 | $131,750 | 3 |
| Matthew R Harlowe (former) | Manager - Internal Audit | 2017 | $128,268 | $128,268 | 1 |
| Emerson L Brumback 1 (former) | Director | 2010-2017 | $18,800 | $101,550 | 3 |
| Dawn Vogel (former) | Director of Internal Audit | 2014 | $96,440 | $96,440 | 1 |
| Thomas J Boldt 1 (former) | Director | 2013-2017 | $22,600 | $81,100 | 1 |
| Janice Hesalroad 1 (former) | Director | 2010-2014 | $19,000 | $54,601 | 3 |
| Thoma Boldt 1 (former) | Director | 2020-2021 | $22,800 | $39,300 | 1 |
| James N Elliott 1 (former) | Director | 2010-2012 | $8,300 | $38,300 | 1 |
| Patricia A Torkildson 3 (former) | Chief Privacy Officer | 2015 | $22,912 | $22,912 | 1 |
| Richard Weiss 1 (former) | Director | 2018 | $17,750 | $17,750 | 3 |
| Alex Pollack 1 (former) | Director | 2018 | $17,750 | $17,750 | 2 |
| Linda Hoesschler 1 (former) | Director | 2018 | $17,750 | $17,750 | 1 |
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Jeffery Crosby 3 (former) | Chief Operating Officer | 2018 | 54 | $0 reported | 4 |
| David J Hanson 14 (former) | Director/Secretary | 2010-2016 | 1 | $0 reported | 3 |
People by year
2025 · 26 people listed · 26 paid, $5.8M · 129 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD D GEORGE - 23 | CHAIRMAN/CIO/TREASURER | 33 | $809,115 | $0 | $75,079 | $884,194 | 5 |
| KEITH WITHAM - 3 | PRESIDENT & CEO - AEG | 44 | $483,620 | $0 | $47,100 | $530,720 | 1 |
| HOPE E MERRY - 3 | CHIEF FINANCIAL OFFICER | 27 | $462,554 | $0 | $62,571 | $525,125 | 2 |
| JACQUELINE J FAIRBAIRN - 3 | CHIEF OPERATING OFFICER | 44 | $405,548 | $0 | $52,669 | $458,217 | 2 |
| REBECCA E RAPP - 3 | GEN CNSL & CHIEF PRIV OFC | 31 | $315,947 | $0 | $50,665 | $366,612 | 2 |
| BRETT G LINDQUIST - 3 | VP - COMMS AND CMNTY ENGMT | 6 | $302,787 | $0 | $61,167 | $363,954 | 2 |
| ERIC C MALY - 3 | VP - INFO SECURITY AND TECH | 12 | $297,259 | $0 | $62,332 | $359,591 | 2 |
| MATTHEW R HARLOWE - 3 | DIRECTOR - INTERNAL AUDIT | 43 | $265,407 | $0 | $55,997 | $321,404 | 2 |
| BETHANY M MILLER - 3 | VP - PLANNING LEARN IMPACT | 45 | $197,644 | $0 | $40,297 | $237,941 | 1 |
| ALYSSA K DUNSIRN - 3 | DIRECTOR - IT SECURITY | 45 | $192,015 | $0 | $44,386 | $236,401 | 1 |
| JESSA L VALENTINE - 3 | DEPUTY DIR - LEARNING & IMP | 45 | $183,906 | $0 | $52,004 | $235,910 | 1 |
| JENNIFER M KRUEGER - 3 | DEPUTY GENERAL COUNSEL | 45 | $174,744 | $0 | $49,921 | $224,665 | 1 |
| CATHERINE M RISSEEUW - 3 | VP - HUMAN RESOURCES | 12 | $160,805 | $0 | $56,618 | $217,423 | 1 |
| JANICE M HICKS - 3 | DEPUTY DIR - EDUC GRANTMAKING | 45 | $160,772 | $0 | $56,389 | $217,161 | 1 |
| MAUREEN 1144 HARRILL - 3 | VP - HUMAN RESOURCES | 0 | $127,883 | $0 | $8,440 | $136,323 | 1 |
| SCOTT KLUG - 1 | DIRECTOR | 2 | $55,000 | $0 | $0 | $55,000 | 2 |
| THOMAS BOLDT - 1 | DIRECTOR | 3 | $55,000 | $0 | $0 | $55,000 | 1 |
| ROGER ERVIN - 1 | DIRECTOR | 3 | $50,500 | $0 | $0 | $50,500 | 2 |
| DAVID J HANSON - 1 | DIRECTOR | 2 | $46,000 | $0 | $0 | $46,000 | 5 |
| EMERSON BRUMBACK - 1 | DIRECTOR - VICE CHAIRMAN | 2 | $46,000 | $0 | $0 | $46,000 | 3 |
| JOAN PRINCE - 1 | DIRECTOR | 3 | $46,000 | $0 | $0 | $46,000 | 3 |
| LESLIE LENZO - 1 | DIRECTOR | 2 | $46,000 | $0 | $0 | $46,000 | 2 |
| LINDA HOESCHLER - 1 | DIRECTOR | 3 | $46,000 | $0 | $0 | $46,000 | 3 |
| MARIA GONZALEZ-KNAVEL - 1 | DIRECTOR | 2 | $46,000 | $0 | $0 | $46,000 | 2 |
| RICHARD A WEISS - 1 | DIRECTOR - SECRETARY | 2 | $46,000 | $0 | $0 | $46,000 | 5 |
| DARREN KING - 1 | DIRECTOR | 2 | $41,500 | $0 | $0 | $41,500 | 2 |
2024 · 25 people listed · 25 paid, $5.3M · 121 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George - 23 | CHAIR/PRES/CIO/TREAS | 33 | $868,757 | $0 | $53,748 | $922,505 | 5 |
| Hope E Merry - 3 | CHIEF FINANCIAL OFFICER | 27 | $429,284 | $0 | $58,267 | $487,551 | 2 |
| Jacqueline J Fairbairn - 3 | CHIEF COMPLIANCE OFFICER | 1 | $0 | $326,146 | $47,694 | $373,840 | 2 |
| Keith Witham - 3 | VP - EDUCATION PHILANTHROPY | 44 | $317,685 | $0 | $37,563 | $355,248 | 1 |
| Brett G Lindquist - 3 | VP - COMMS AND CMNTY ENGMT | 6 | $297,922 | $0 | $57,118 | $355,040 | 2 |
| Rebecca E Rapp - 3 | GEN CNSL/CHIEF PRIVACY OFFICER/ASST SECRETARY | 31 | $309,412 | $0 | $43,712 | $353,124 | 2 |
| Eric C Maly - 3 | VP - INFO SECURITY AND TECH | 12 | $292,950 | $0 | $55,026 | $347,976 | 2 |
| Matthew R Harlowe - 3 | DIRECTOR - INTERNAL AUDIT | 43 | $260,968 | $0 | $47,704 | $308,672 | 2 |
| Maureen L Harrill - 3 | VP - HUMAN RESOURCES | 12 | $245,757 | $0 | $33,564 | $279,321 | 2 |
| Alexander J Hammond | SENIOR SECURITY ARCHITECT | 45 | $184,099 | $0 | $30,308 | $214,407 | 1 |
| Jessa L Valentine | DPTY DIR - LEARNING AND IMPACT | 45 | $175,994 | $0 | $36,487 | $212,481 | 1 |
| Jennifer M Krueger - 3 | DEPUTY GENERAL COUNSEL | 45 | $169,546 | $0 | $38,826 | $208,372 | 1 |
| Bethany M Miller - 3 | DIRECTOR - LEARNING AND IMPACT | 45 | $175,283 | $0 | $21,019 | $196,302 | 1 |
| Carolynn E Lee | DPTY DIR - EDUC GRANTMAKING | 45 | $167,394 | $0 | $18,754 | $186,148 | 1 |
| ROGER ERVIN - 1 | DIRECTOR | 3 | $55,000 | $0 | $0 | $55,000 | 2 |
| SCOTT KLUG - 1 | DIRECTOR | 2 | $27,500 | $27,500 | $0 | $55,000 | 2 |
| THOMAS BOLDT - 1 | DIRECTOR | 3 | $55,000 | $0 | $0 | $55,000 | 1 |
| DARREN KING - 1 | DIRECTOR | 2 | $23,000 | $23,000 | $0 | $46,000 | 2 |
| DAVID J HANSON - 1 | DIRECTOR | 2 | $23,000 | $23,000 | $0 | $46,000 | 5 |
| JOAN PRINCE - 1 | DIRECTOR | 3 | $46,000 | $0 | $0 | $46,000 | 3 |
| LESLIE LENZO - 1 | DIRECTOR | 2 | $23,000 | $23,000 | $0 | $46,000 | 2 |
| LINDA HOESCHLER - 1 | DIRECTOR | 3 | $46,000 | $0 | $0 | $46,000 | 3 |
| MARIA GONZALEZ-KNAVEL - 1 | DIRECTOR | 2 | $23,000 | $23,000 | $0 | $46,000 | 2 |
| RICHARD A WEISS - 1 | DIRECTOR - SECRETARY | 2 | $23,000 | $23,000 | $0 | $46,000 | 5 |
| EMERSON BRUMBACK - 1 | DIRECTOR - VICE CHAIRMAN | 2 | $18,500 | $18,500 | $0 | $37,000 | 3 |
2023 · 25 people listed · 25 paid, $5.0M · 117 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD D GEORGE - 23 | CHAIR/PRES/CIO/TREAS | 33 | $859,566 | $0 | $56,216 | $915,782 | 5 |
| HOPE E MERRY - 3 | CHIEF FINANCIAL OFFICER | 27 | $419,711 | $0 | $51,905 | $471,616 | 2 |
| JACQUELINE J FAIRBAIRN - 3 | CHIEF COMPLIANCE OFFICER | 1 | $0 | $314,735 | $53,430 | $368,165 | 2 |
| REBECCA E RAPP - 3 | GEN CNSL/CHIEF PRIVACY OFFICER/ASST SECRETARY | 31 | $299,538 | $0 | $54,170 | $353,708 | 2 |
| BRETT G LINDQUIST - 3 | VP - STRATEGIC COMMUNICATIONS | 6 | $288,046 | $0 | $56,272 | $344,318 | 2 |
| ERIC C MALY - 3 | VP - INFO SECURITY AND TECH | 12 | $253,606 | $0 | $48,540 | $302,146 | 2 |
| MATTHEW R HARLOWE - 3 | DIRECTOR INTERNAL AUDIT | 43 | $251,257 | $0 | $33,598 | $284,855 | 2 |
| MAUREEN L HARRILL - 3 | VP - HUMAN RESOURCES | 12 | $235,078 | $0 | $42,574 | $277,652 | 2 |
| KEITH WITHAM - 3 | VP - EDUCATION PHILANTHROPY | 44 | $210,760 | $0 | $29,812 | $240,572 | 1 |
| AMY S KERWIN - 3 | VP - EDUCATION PHILANTHROPY | 44 | $194,043 | $0 | $19,462 | $213,505 | 1 |
| BETHANY M MILLER - 3 | DIRECTOR - LEARNING AND IMPACT | 45 | $187,930 | $0 | $23,561 | $211,491 | 1 |
| ALEXANDER J HAMMOND | SENIOR SECURITY ARCHITECT | 45 | $177,767 | $0 | $33,519 | $211,286 | 1 |
| JENNIFER M KRUEGER - 3 | DEPUTY GENERAL COUNSEL | 45 | $168,311 | $0 | $42,322 | $210,633 | 1 |
| CATHERINE M RISSEEUW - 3 | MRG - HR TECHNOLOGY & COMP | 45 | $149,116 | $0 | $44,132 | $193,248 | 1 |
| RICHARD T SCHICK - 3 | SR IT ARCHITECTURAL ENGINEER | 45 | $155,382 | $0 | $23,517 | $178,899 | 1 |
| RICHARD A WEISS - 1 | DIRECTOR | 2 | $11,900 | $11,900 | $0 | $23,800 | 5 |
| ROGER ERVIN - 1 | DIRECTOR | 3 | $23,800 | $0 | $0 | $23,800 | 2 |
| THOMAS BOLDT - 1 | DIRECTOR | 3 | $23,800 | $0 | $0 | $23,800 | 1 |
| SCOTT KLUG - 1 | DIRECTOR | 2 | $10,800 | $10,800 | $0 | $21,600 | 2 |
| DAVID J HANSON - 1 | DIRECTOR, SECRETARY | 2 | $9,700 | $9,700 | $0 | $19,400 | 5 |
| EMERSON BRUMBACK - 1 | DIRECTOR, VICE CHAIRMAN | 2 | $9,700 | $9,700 | $0 | $19,400 | 3 |
| LINDA HOESCHLER - 1 | DIRECTOR | 3 | $19,400 | $0 | $0 | $19,400 | 3 |
| MARIA GONZALEZ-KNAVEL - 1 | DIRECTOR | 2 | $9,700 | $9,700 | $0 | $19,400 | 2 |
| MARY BURKE - 1 | DIRECTOR | 2 | $9,700 | $9,700 | $0 | $19,400 | 5 |
| JOAN PRINCE - 1 | DIRECTOR | 3 | $17,200 | $0 | $0 | $17,200 | 3 |
2022 · 24 people listed · 23 paid, $4.7M · 112 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD D GEORGE - 23 | CHAIR/PRES/CIO/TREAS | 33 | $848,497 | $0 | $54,340 | $902,837 | 5 |
| HOPE E MERRY - 3 | CHIEF FINANCIAL OFFICER | 27 | $409,184 | $0 | $49,408 | $458,592 | 2 |
| JACQUELINE J FAIRBAIRN - 3 | CHIEF COMPLIANCE OFFICER | 15 | $0 | $302,969 | $55,347 | $358,316 | 2 |
| REBECCA E RAPP - 3 | GEN CNSL & ASST SECRETARY | 31 | $288,345 | $0 | $48,671 | $337,016 | 2 |
| AMY S KERWIN - 3 | VP - EDUCATION PHILANTHROPY | 44 | $289,078 | $0 | $43,552 | $332,630 | 1 |
| BRETT G LINDQUIST - 3 | VP - STRATEGIC COMMUNICATIONS | 6 | $277,226 | $0 | $54,875 | $332,101 | 2 |
| ERIC C MALY - 3 | DIRECTOR INFO/TECHNOLOGY/SECURITY | 12 | $227,358 | $0 | $46,627 | $273,985 | 2 |
| MAUREEN L HARRILL - 3 | VP - HUMAN RESOURCES | 12 | $224,068 | $0 | $41,532 | $265,600 | 2 |
| MATTHEW R HARLOWE - 3 | DIRECTOR INTERNAL AUDIT | 43 | $240,268 | $0 | $16,568 | $256,836 | 2 |
| JENNIFER M KRUEGER - 3 | DEPUTY GENERAL COUNSEL | 45 | $159,870 | $0 | $44,060 | $203,930 | 1 |
| KEITH WITHAM - 3 | DIRECTOR - EDUCATION GRANTMAKING | 45 | $178,800 | $0 | $24,838 | $203,638 | 1 |
| BETHANY M MILLER - 3 | DIRECTOR - LEARNING AND IMPACT | 45 | $168,692 | $0 | $25,678 | $194,370 | 1 |
| ALEXANDER J HAMMOND - 3 | SENIOR SECURITY ARCHITECT | 45 | $159,406 | $0 | $33,215 | $192,621 | 1 |
| RICHARD T SCHICK - 3 | SR IT ARCHITECTURAL ENGINEER | 45 | $149,034 | $0 | $20,417 | $169,451 | 1 |
| SCOTT KLUG - 1 | DIRECTOR | 2 | $11,900 | $11,900 | $0 | $23,800 | 2 |
| THOMAS BOLDT - 1 | DIRECTOR | 3 | $23,800 | $0 | $0 | $23,800 | 1 |
| RICHARD A WEISS - 1 | DIRECTOR | 2 | $10,800 | $10,800 | $0 | $21,600 | 5 |
| ROGER ERVIN - 1 | DIRECTOR | 3 | $21,600 | $0 | $0 | $21,600 | 2 |
| EMERSON BRUMBACK - 1 | DIRECTOR, VICE CHAIRMAN | 2 | $9,700 | $9,700 | $0 | $19,400 | 3 |
| LINDA HOESCHLER - 1 | DIRECTOR | 3 | $19,400 | $0 | $0 | $19,400 | 3 |
| DAVID J HANSON - 1 | DIRECTOR, SECRETARY | 2 | $8,600 | $8,600 | $0 | $17,200 | 5 |
| JOAN PRINCE - 1 | DIRECTOR | 3 | $17,200 | $0 | $0 | $17,200 | 3 |
| MARY BURKE - 1 | DIRECTOR | 2 | $8,600 | $8,600 | $0 | $17,200 | 5 |
| MARIA GONZALEZ-KNAVEL - 1 | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 23 people listed · 23 paid, $5.0M · 82 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CIO/Treas | 28 | $848,776 | $0 | $51,154 | $899,930 | 5 |
| Jeff Crosby 3 | PRES/CEO-AES | 7 | $0 | $521,604 | $42,859 | $564,463 | 3 |
| Hope Merry 3 | Chief Financial Officer | 10 | $399,568 | $0 | $46,048 | $445,616 | 3 |
| Jacqueline Fairbairn 3 | VP - POLICY & REG COMPLIANCE | 1 | $0 | $298,454 | $52,094 | $350,548 | 4 |
| Rebecca Rapp 3 | Gen Cnsl, CHF PRVCY & ASST SEC | 24 | $286,780 | $0 | $40,924 | $327,704 | 5 |
| Brett Lindquist 3 | VP - Strategic Communications | 10 | $272,710 | $0 | $50,231 | $322,941 | 3 |
| Amy KOBISHOP 3 | VP - Education Philanthropy | 3 | $0 | $284,526 | $36,495 | $321,021 | 4 |
| Maureen Harrill 3 | VP - Human Resources | 10 | $219,332 | $0 | $39,420 | $258,752 | 2 |
| Matt Harlowe 3 | Director Internal Audit | 25 | $233,622 | $0 | $24,903 | $258,525 | 2 |
| Eric Maly 3 | Director - Info Technology | 45 | $173,813 | $0 | $42,914 | $216,727 | 1 |
| Jennifer Krueger 3 | DEPUTY GENERAL COUNSEL | 45 | $161,931 | $0 | $31,942 | $193,873 | 1 |
| Brian Kobishop 3 | VP - IT/Sec/Logi (Until 11/15) | 10 | $168,766 | $0 | $9,323 | $178,089 | 3 |
| Catherine Risseeuw 3 | Mgr - HR Technology & Comp | 45 | $136,411 | $0 | $40,566 | $176,977 | 1 |
| KIRA CORTESE 3 | Creative Director | 45 | $144,824 | $0 | $30,472 | $175,296 | 2 |
| Fernando Delk 3 | Sr IT & Busn Integ Anst | 45 | $137,712 | $0 | $29,930 | $167,642 | 1 |
| Thoma Boldt 1 | Director | 3 | $22,800 | $0 | $0 | $22,800 | 1 |
| Roger Ervin 1 | Director | 2 | $11,400 | $11,400 | $0 | $22,800 | 2 |
| Richard A Weiss 1 | Director | 1 | $7,600 | $15,200 | $0 | $22,800 | 5 |
| Emerson Brumback 1 | Director | 2 | $9,300 | $9,300 | $0 | $18,600 | 3 |
| Mary Burke 1 | Director | 1 | $6,200 | $12,400 | $0 | $18,600 | 5 |
| David J Hanson 1 | Director/Secretary | 1 | $6,200 | $12,400 | $0 | $18,600 | 5 |
| Joan Prince 1 | Director | 2 | $9,300 | $9,300 | $0 | $18,600 | 3 |
| Linda Hoeschler 1 | Director | 2 | $8,250 | $8,250 | $0 | $16,500 | 3 |
2020 · 23 people listed · 23 paid, $4.6M · 67 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 28 | $798,900 | $0 | $51,779 | $850,679 | 5 |
| Jeff Crosby 3 | Chief Operating Officer | 7 | $0 | $496,743 | $40,578 | $537,321 | 3 |
| Hope Merry 3 | Chief Financial Officer | 10 | $373,772 | $0 | $46,324 | $420,096 | 3 |
| Jacqueline Fairbairn 3 | Chief Compliance Officer | 1 | $0 | $278,698 | $47,490 | $326,188 | 4 |
| Rebecca Rapp 3 | Gen Cnsl & Asst Secretary | 24 | $273,217 | $0 | $42,016 | $315,233 | 5 |
| Amy Kerwin 3 | VP - Education Philanthropy | 3 | $0 | $275,086 | $33,381 | $308,467 | 4 |
| Brian Kobishop 3 | VP - IT/Security/Logistics | 10 | $276,540 | $0 | $18,959 | $295,499 | 3 |
| Maureen Harrill 3 | VP - Human Resources | 10 | $207,850 | $0 | $34,951 | $242,801 | 2 |
| Matt Harlowe 3 | Director Internal Audit | 25 | $208,683 | $0 | $23,429 | $232,112 | 2 |
| Eric Maly 3 | Director - Info Technology | 45 | $156,498 | $0 | $39,562 | $196,060 | 1 |
| Jennifer Krueger 3 | Associate Counsel | 45 | $159,582 | $0 | $31,836 | $191,418 | 1 |
| Catherine Risseeuw 3 | Mgr - HR Technology & Comp | 45 | $132,839 | $0 | $38,692 | $171,531 | 1 |
| Barry Smith 3 | Security Pol-Vend Rel Mgr | 45 | $132,433 | $0 | $39,018 | $171,451 | 1 |
| Fernando Delk 3 | Sr IT & Busn Integ Anst | 45 | $136,778 | $0 | $29,573 | $166,351 | 1 |
| Brett Lindquist 3 | VP - Strategic Communications | 10 | $35,177 | $0 | $14,976 | $50,153 | 3 |
| Linda Hoeschler 1 | Director | 2 | $7,200 | $9,600 | $0 | $16,800 | 3 |
| Thoma Boldt 1 | Director | 3 | $16,500 | $0 | $0 | $16,500 | 1 |
| Richard A Weiss 1 | Director | 1 | $5,500 | $11,000 | $0 | $16,500 | 5 |
| Emerson Brumback 1 | Director | 2 | $7,200 | $7,200 | $0 | $14,400 | 3 |
| Mary Burke 1 | Director | 1 | $4,800 | $9,600 | $0 | $14,400 | 5 |
| Roger Ervin 1 | Director | 2 | $7,200 | $7,200 | $0 | $14,400 | 2 |
| David J Hanson 1 | Director/Secretary | 1 | $4,800 | $9,600 | $0 | $14,400 | 5 |
| Joan Prince 1 | Director | 2 | $7,200 | $7,200 | $0 | $14,400 | 3 |
2019 · 21 people listed · 20 paid, $3.8M · 49 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 2 | Chair/Pres/CEO/Treas | 29 | $953,156 | $0 | $43,040 | $996,196 | 3 |
| Hope Merry 3 | Chief Financial Officer | 21 | $351,274 | $0 | $40,866 | $392,140 | 3 |
| Jacqueline Fairbairn | Corp Comp Committee Chair | 1 | $0 | $273,454 | $53,480 | $326,934 | 2 |
| Jeff Crosby 3 | Chief Operating Officer | 29 | $271,899 | $0 | $35,778 | $307,677 | 3 |
| Rebecca Rapp 3 | Gen Cnsl & Asst Secretary | 20 | $268,945 | $0 | $37,644 | $306,589 | 5 |
| Maureen Harrill 3 | VP - Human Resources | 11 | $203,406 | $0 | $28,213 | $231,619 | 2 |
| Brian Kobishop 3 | VP - IT/Security/Logistics | 11 | $184,186 | $0 | $11,767 | $195,953 | 3 |
| Matt Harlowe 3 | Director Internal Audit | 25 | $174,978 | $0 | $16,105 | $191,083 | 2 |
| Jennifer Krueger 3 | Associate Counsel | 45 | $161,125 | $0 | $22,748 | $183,873 | 1 |
| Fernando Delk 3 | Sr IT and Busn Integ Anst | 40 | $140,606 | $0 | $19,612 | $160,218 | 1 |
| Catherine Risseeuw 3 | Mgr - HR Technology & Comp | 45 | $148,263 | $0 | $10,586 | $158,849 | 1 |
| Stephanie Hafermann 3 | Sr Mgr - Corporate Acctg | 34 | $107,451 | $0 | $28,219 | $135,670 | 1 |
| Patricia Kingston 3 | Sr Mgr - Corporate Tax | 45 | $119,528 | $0 | $14,643 | $134,171 | 1 |
| Thomas Boldt 1 | Director | 3 | $21,750 | $0 | $0 | $21,750 | 1 |
| Richard A Weiss 1 | Director | 1 | $6,583 | $13,167 | $0 | $19,750 | 5 |
| Joan Prince 1 | Director | 2 | $8,875 | $8,875 | $0 | $17,750 | 3 |
| Linda Hoeschler 1 | Director | 2 | $8,875 | $8,875 | $0 | $17,750 | 3 |
| Mary Burke 1 | Director | 1 | $5,917 | $11,833 | $0 | $17,750 | 5 |
| Alex J Pollock 1 | Director | 2 | $6,875 | $6,875 | $0 | $13,750 | 3 |
| Emerson Brumback 1 | Director | 2 | $7,875 | $5,875 | $0 | $13,750 | 3 |
| David J Hanson 1 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 5 |
2018 · 20 people listed · 18 paid, $2.9M · 82 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 36 | $846,087 | $0 | $43,243 | $889,330 | 5 |
| Hope Merry 3 | Chief Financial Officer | 35 | $317,206 | $0 | $33,904 | $351,110 | 3 |
| Jacqueline Fairbairn 3 | VP - Policy / Regl Compliance | 1 | $0 | $269,789 | $53,719 | $323,508 | 4 |
| Rebecca Rapp 3 | Gen Cnsl & Asst Secretary | 30 | $262,753 | $0 | $36,782 | $299,535 | 5 |
| Jennifer Krueger 3 | Associate Counsel | 45 | $160,201 | $0 | $23,282 | $183,483 | 1 |
| Matt Harlowe 3 | Mgr - Internal Audit | 25 | $133,853 | $0 | $16,716 | $150,569 | 2 |
| Stephanie Haferman 3 | Sr Mgr - Corporate Accounting | 34 | $109,762 | $0 | $28,165 | $137,927 | 1 |
| Brian Kobishop 3 | VP - IT/Security/Logistics | 18 | $124,576 | $0 | $12,726 | $137,302 | 3 |
| Patricia Kingston 3 | Sr Mgr - Corporate Tax | 45 | $114,762 | $0 | $12,660 | $127,422 | 1 |
| Dawn Vogel 3 | Dir-Internal Audit til 2/1/18 | 50 | $85,863 | $0 | $9,386 | $95,249 | 1 |
| Maureen Harrill 3 | VP - Human Resources | 25 | $67,054 | $0 | $15,524 | $82,578 | 2 |
| Thomas Boldt 1 | Director | 3 | $21,750 | $0 | $0 | $21,750 | 1 |
| Emerson Brumback 1 | Director | 1 | $5,917 | $11,833 | $0 | $17,750 | 3 |
| Mary Burke 1 | Director | 1 | $3,550 | $14,200 | $0 | $17,750 | 5 |
| Linda Hoesschler 1 | Director | 1 | $5,917 | $11,833 | $0 | $17,750 | 1 |
| Alex Pollack 1 | Director | 1 | $5,917 | $11,833 | $0 | $17,750 | 2 |
| Richard Weiss 1 | Director | 1 | $3,550 | $14,200 | $0 | $17,750 | 3 |
| Joan Prince 1 | Director | 1 | $5,250 | $10,500 | $0 | $15,750 | 3 |
| David J Hanson 1 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 5 |
| Jeffery Crosby 3 | Chief Operating Officer | 54 | $0 | $0 | $0 | $0 | 4 |
2017 · 19 people listed · 18 paid, $3.3M · 74 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chairman/Pres/CEO/Treas | 56 | $1,012,027 | $0 | $57,931 | $1,069,958 | 5 |
| Jacqueline Fairbairn 3 | CMS Committee Chair | 1 | $0 | $261,822 | $69,815 | $331,637 | 4 |
| Nancy Seifert 3 | FORMER CFO | 55 | $302,267 | $0 | $23,771 | $326,038 | 3 |
| Rebecca Rapp 3 | General Counsel/Asst Secretary | 46 | $256,687 | $0 | $51,495 | $308,182 | 5 |
| Dawn M Vogel 3 | Director of Internal Audit | 50 | $193,992 | $0 | $48,190 | $242,182 | 1 |
| Patricia L Wheeler | Associate Counsel | 45 | $147,687 | $0 | $25,575 | $173,262 | 1 |
| Hope E Merry 3 | CFO | 55 | $128,541 | $0 | $41,185 | $169,726 | 2 |
| Jennifer M Krueger | Associate Counsel | 45 | $128,267 | $0 | $29,300 | $157,567 | 1 |
| Steven A Schmidt | Comm. & Compliance Strategist | 45 | $122,270 | $0 | $24,278 | $146,548 | 2 |
| Gwendolyn D Lemke | Project Mgr - Compl Mgt System | 45 | $102,749 | $0 | $35,022 | $137,771 | 1 |
| Matthew R Harlowe | Manager - Internal Audit | 45 | $108,998 | $0 | $19,270 | $128,268 | 1 |
| Richard A Weiss 1 | Director | 1 | $4,900 | $19,600 | $0 | $24,500 | 5 |
| Thomas J Boldt 1 | Director | 3 | $22,600 | $0 | $0 | $22,600 | 1 |
| Linda Hoeschler 1 | Director | 1 | $6,900 | $13,800 | $0 | $20,700 | 3 |
| Joan Prince 1 | Director | 1 | $6,900 | $13,800 | $0 | $20,700 | 3 |
| Mary Burke 1 | Director | 1 | $4,140 | $16,560 | $0 | $20,700 | 5 |
| Emerson L Brumback 1 | Director | 1 | $6,267 | $12,533 | $0 | $18,800 | 3 |
| Alex J Pollock 1 | Director | 1 | $6,267 | $12,533 | $0 | $18,800 | 3 |
| David J Hanson 1 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 5 |
2016 · 18 people listed · 17 paid, $3.1M · 71 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 58 | $841,770 | $0 | $65,947 | $907,717 | 5 |
| Nancy Seifert 3 | CFO | 55 | $378,714 | $0 | $65,014 | $443,728 | 3 |
| Jacqueline Fairbairn 3 | CMS Committee Chair | 1 | $0 | $258,367 | $62,599 | $320,966 | 4 |
| Rebecca Rapp 3 | General Counsel/Asst Secretary | 48 | $256,500 | $0 | $57,398 | $313,898 | 5 |
| Dawn Vogel 3 | Director of Internal Audit | 50 | $194,248 | $0 | $47,247 | $241,495 | 1 |
| Patricia Wheeler | Associate Counsel | 45 | $148,535 | $0 | $25,653 | $174,188 | 1 |
| Hope E Merry | Sr Mgr - Guar Acctg Fed Rpt | 45 | $127,150 | $0 | $35,875 | $163,025 | 1 |
| Stephanie L Hafermann | Sr Mgr - Corporate Acctg | 45 | $104,497 | $0 | $37,475 | $141,972 | 1 |
| Steven A Schmidt | Comm. & Compliance Strategist | 45 | $119,021 | $0 | $22,795 | $141,816 | 2 |
| Mardee Blattner | Sr Mgr - Corporate Tax | 45 | $103,568 | $0 | $37,085 | $140,653 | 1 |
| Thomas J Boldt 1 | Director | 3 | $20,700 | $0 | $0 | $20,700 | 1 |
| Richard A Weiss 1 | Director | 1 | $6,900 | $13,800 | $0 | $20,700 | 5 |
| Emerson L Brumback 1 | Director | 2 | $8,450 | $8,450 | $0 | $16,900 | 3 |
| Linda Hoeschler 1 | Director | 2 | $8,450 | $8,450 | $0 | $16,900 | 3 |
| Alex J Pollock 1 | Director | 2 | $8,450 | $8,450 | $0 | $16,900 | 3 |
| Joan Prince 1 | Director | 2 | $8,450 | $8,450 | $0 | $16,900 | 3 |
| Mary Burke 1 | Director | 1 | $5,633 | $11,267 | $0 | $16,900 | 5 |
| David J Hanson 14 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
2015 · 18 people listed · 17 paid, $3.0M · 62 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 58 | $891,930 | $0 | $79,971 | $971,901 | 5 |
| Nancy Seifert 3 | CFO | 55 | $408,902 | $0 | $66,339 | $475,241 | 3 |
| Jacqueline Fairbairn 3 | CMS Committee Chair | 1 | $0 | $258,367 | $62,599 | $320,966 | 4 |
| Rebecca St John 3 | General Counsel/Asst Secretary | 48 | $255,286 | $0 | $58,665 | $313,951 | 3 |
| Dawn Vogel 3 | Director of Internal Audit | 50 | $184,375 | $0 | $45,812 | $230,187 | 1 |
| Hope E Merry | Sr Mgr - Guar Acctg Fed Rpt | 45 | $111,975 | $0 | $36,762 | $148,737 | 1 |
| Steven A Schmidt | COMMUNICATION TEAM LEAD | 5 | $10,882 | $104,416 | $30,183 | $145,481 | 2 |
| Stephanie L Hafermann | Sr Mgr - Corporate Acctg | 45 | $101,301 | $0 | $38,354 | $139,655 | 1 |
| Royce A Norton | Sr Financial Specialist | 45 | $121,119 | $0 | $14,776 | $135,895 | 1 |
| Patricia A Torkildson 3 | Chief Privacy Officer | 50 | $19,870 | $0 | $3,042 | $22,912 | 1 |
| Thomas J Boldt 1 | Director | 3 | $19,000 | $0 | $0 | $19,000 | 1 |
| Alex J Pollock 1 | Director | 2 | $9,500 | $9,500 | $0 | $19,000 | 3 |
| Richard A Weiss 1 | Director | 1 | $6,333 | $12,667 | $0 | $19,000 | 5 |
| Emerson L Brumback 1 | Director | 2 | $7,750 | $7,750 | $0 | $15,500 | 3 |
| Linda Hoeschler 1 | Director | 2 | $7,750 | $7,750 | $0 | $15,500 | 3 |
| Joan Prince 1 | Director | 2 | $7,750 | $7,750 | $0 | $15,500 | 3 |
| Mary Burke 1 | Director | 1 | $5,167 | $10,333 | $0 | $15,500 | 5 |
| David J Hanson 14 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
2014 · 13 people listed · 12 paid, $2.0M · 34 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 58 | $899,436 | $0 | $102,106 | $1,001,542 | 5 |
| Nancy Seifert 3 | CFO/ASST SECRETARY | 53 | $387,859 | $0 | $61,273 | $449,132 | 3 |
| Rebecca St John | Deputy General Counsel | 50 | $140,889 | $0 | $18,897 | $159,786 | 1 |
| James Elvekrog | Director of Internal Audit | 50 | $118,023 | $0 | $19,486 | $137,509 | 1 |
| Dawn Vogel | Director of Internal Audit | 50 | $71,225 | $0 | $25,215 | $96,440 | 1 |
| Janice Hesalroad 1 | Director | 1 | $6,333 | $12,667 | $0 | $19,000 | 3 |
| Alex J Pollock 1 | Director | 2 | $9,500 | $9,500 | $0 | $19,000 | 3 |
| Richard A Weiss 1 | Director | 1 | $6,333 | $12,667 | $0 | $19,000 | 5 |
| Thomas J Boldt 1 | Director | 3 | $15,500 | $0 | $0 | $15,500 | 1 |
| Emerson L Brumback 1 | Director | 2 | $7,750 | $7,750 | $0 | $15,500 | 3 |
| Linda Hoeschler 1 | Director | 2 | $7,750 | $7,750 | $0 | $15,500 | 3 |
| Joan Prince 1 | Director | 2 | $7,750 | $7,750 | $0 | $15,500 | 3 |
| David J Hanson 14 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
2013 · 12 people listed · 11 paid, $1.4M · 29 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 58 | $598,832 | $0 | $97,393 | $696,225 | 5 |
| Nancy Seifert 3 | CFO/ASST SECRETARY | 53 | $347,147 | $0 | $56,639 | $403,786 | 3 |
| James Elvekrog | Director of Internal Audit | 50 | $183,122 | $0 | $38,036 | $221,158 | 1 |
| Rebecca St John | Deputy General Counsel | 50 | $25,352 | $0 | $4,420 | $29,772 | 1 |
| Janice Hesalroad 1 | Director | 1 | $6,066 | $12,134 | $0 | $18,200 | 3 |
| Alex J Pollock 1 | Director | 2 | $9,100 | $9,100 | $0 | $18,200 | 3 |
| Richard A Weiss 1 | Director | 1 | $6,067 | $12,133 | $0 | $18,200 | 5 |
| Emerson L Brumback 1 | Director | 2 | $7,450 | $7,450 | $0 | $14,900 | 3 |
| Linda Hoeschler 1 | Director | 2 | $7,450 | $7,450 | $0 | $14,900 | 3 |
| Joan Prince 1 | Director | 2 | $4,133 | $4,132 | $0 | $8,265 | 3 |
| Thomas J Boldt 1 | Director | 3 | $3,300 | $0 | $0 | $3,300 | 1 |
| David J Hanson 14 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
2012 · 10 people listed · 9 paid, $1.3M · 28 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 58 | $547,936 | $0 | $58,677 | $606,613 | 5 |
| Nancy Seifert 3 | CFO/ASST SECRETARY | 53 | $337,908 | $0 | $50,458 | $388,366 | 3 |
| James Elvekrog | Director of Internal Audit | 50 | $178,237 | $0 | $35,946 | $214,183 | 1 |
| Alex J Pollock 1 | Director/Committee Chairman | 2 | $9,100 | $0 | $0 | $9,100 | 3 |
| James N Elliott 1 | Director | 3 | $8,300 | $0 | $0 | $8,300 | 1 |
| EMERSON L BRUMBACK 1 | Director/Commmittee chairman | 2 | $7,450 | $0 | $0 | $7,450 | 3 |
| Linda Hoeschler 1 | Director | 2 | $7,450 | $0 | $0 | $7,450 | 3 |
| Janice Hesalroad 1 | Director | 1 | $6,067 | $0 | $0 | $6,067 | 3 |
| Richard A Weiss 1 | Director | 1 | $4,967 | $0 | $0 | $4,967 | 5 |
| David J Hanson 14 | Director/Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
2011 · 10 people listed · 9 paid, $1.2M · 25 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 58 | $547,607 | $0 | $50,175 | $597,782 | 5 |
| Nancy Seifert 3 | CFO/ASST SECRETARY | 53 | $316,296 | $0 | $49,986 | $366,282 | 3 |
| James Elvekrog | Director of Internal Audit | 50 | $175,897 | $0 | $36,333 | $212,230 | 1 |
| James N Elliott 1 | Director | 3 | $16,000 | $0 | $0 | $16,000 | 1 |
| Alex J Pollock 1 | Director/Comm Chairman | 3 | $8,500 | $0 | $0 | $8,500 | 3 |
| Linda Hoeschler 1 | Director | 3 | $7,000 | $0 | $0 | $7,000 | 3 |
| Janice Hesalroad 1 | Director | 3 | $5,667 | $0 | $0 | $5,667 | 3 |
| EMERSON L BRUMBACK 1 | Director/Commmittee chairman | 3 | $5,500 | $0 | $0 | $5,500 | 3 |
| Richard A Weiss 1 | Director | 3 | $4,667 | - | $0 | $4,667 | 5 |
| David J Hanson 14 | Director/Secretary | 3 | $0 | $0 | $0 | $0 | 3 |
2010 · 10 people listed · 9 paid, $1.2M · 23 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Richard D George 23 | Chair/Pres/CEO/Treas | 60 | $547,689 | $0 | $64,313 | $612,002 | 5 |
| Nancy Seifert 3 | CFO/ASST SECRETARY | 55 | $316,929 | $0 | $50,779 | $367,708 | 3 |
| James Elvekrog | Director of Internal Audit | 50 | $167,524 | $0 | $34,261 | $201,785 | 1 |
| James N Elliott 1 | Director | 3 | $14,000 | $0 | $0 | $14,000 | 1 |
| Alex J Pollock 1 | Director/Comm Chairman | 3 | $8,500 | $0 | $0 | $8,500 | 3 |
| Emerson L Brumback 1 | Director/Comm Chair | 3 | $7,000 | $0 | $0 | $7,000 | 3 |
| Linda Hoeschler 1 | Director | 3 | $7,000 | $0 | $0 | $7,000 | 3 |
| Janice Hesalroad 1 | Director | 3 | $5,667 | $0 | $0 | $5,667 | 3 |
| Richard A Weiss 1 | Director | 3 | $4,667 | $0 | $0 | $4,667 | 5 |
| David J Hanson 14 | Director/Secretary | 3 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2025 · 4 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | PURCHASE, NY | INVESTMENT FEES | $2,082,328 |
| ERNST & YOUNG US LLP | SECAUCUS, NJ | AUDIT/TAX SERVICE | $373,449 |
| APPLIED TECH SOLUTIONS LLC | MILWAUKEE, WI | INFORMATION SERVICES | $362,415 |
| REINHART BOERNER VAN DEUREN SC | MILWAUKEE, WI | LEGAL SERVICE | $123,984 |
2024 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | Purchase, NY | Investment Fees | $1,587,570 |
| APPLIED TECH SOLUTIONS LLC | Milwaukee, WI | Information Services | $660,273 |
| Ernst & Young US LLP | Secaucus, NJ | Audit/Tax Service | $339,869 |
| REINHART BOERNER VAN DEUREN SC | Milwaukee, WI | Legal Service | $296,920 |
| WIPFLI LLP | Wausau, WI | Consulting | $143,208 |
2023 · 4 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | Purchase, NY | Investment Fees | $1,124,912 |
| APPLIED TECH SOLUTIONS LLC | Milwaukee, WI | Information Services | $770,139 |
| Ernst & Young US LLP | Secaucus, NJ | Audit/Tax Service | $276,189 |
| WIPFLI LLP | Wausau, WI | Consulting | $124,081 |
2022 · 3 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Foley & Lardner | Milwaukee, WI | Legal Service | $908,828 |
| Ernst & Young LP | Secaucus, NJ | Audit / Tax Service | $413,785 |
| Bell Giftos St John LLC | Madison, WI | Legal Service | $189,474 |
2021 · 5 contractors · $2.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Foley Lardner | MILWAUKEE, WI | Legal Service | $1,003,533 |
| Deloitte Financial Advisory Service | HERMITAGE, TN | Legal Service | $569,466 |
| Ernst Young US LLP | SECAUCUS, NJ | Audit/Tax Service | $277,863 |
| Brownstein Hyatt Farber Schreck | DENVER, CO | Legal Service | $246,674 |
| MORGAN STANLEY | PURCAHSE, NY | Investment Service | $79,866 |
2020 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| Brownstein Hyatt Farber Schreck | CHICAGO, IL | Legal Service | $553,340 |
| Ernst Young US LLP | CHICAGO, IL | Audit/Tax Service | $452,321 |
| Foley Lardner | MILWAUKEE, WI | Legal Service | $356,883 |
| Allium IT LLC | MILWAUKEE, WI | Consulting Service | $217,134 |
| Bell Giftos St John LLC | MADISON, WI | legal services | $101,566 |
2019 · 4 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| Foley Lardner | MILWAUKEE, WI | Legal Services | $1,426,217 |
| Ernst Young US LLP | CHICAGO, IL | Audit/Tax Service | $705,838 |
| Ballard Spahr LLP | PHILDELPHIA, PA | Legal Service | $195,458 |
| Morgan Stanley | PURCHASE, NY | Investment Service | $136,622 |
2018 · 4 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP | CHICAGO, IL | Audit/Tax Service | $519,201 |
| Godfrey Kahn SC | MILWAUKEE, WI | Legal Service | $230,169 |
| Ballard Spahr LLP | PHILDELPHIA, PA | Legal Service | $157,610 |
| Morgan Stanley | PURCHASE, NY | Investment Service | $137,607 |
2017 · 1 contractor · $405K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP 155 N Wack | Audit/Tax Service | $404,662 |
2016 · 1 contractor · $190K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP 155 N Wack | Audit/Tax Service | $190,011 |
2015 · 1 contractor · $122K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP 155 N Wack | Audit/Tax Service | $122,450 |
2014 · 1 contractor · $131K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP 200 Plaza Dr | Audit/Tax Service | $130,930 |
2013 · 1 contractor · $185K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP | Audit/Tax Service | $184,696 |
2012 · 1 contractor · Not reported
| Name | Location | Service | Paid |
|---|---|---|---|
| NONE | - |
2011 · 1 contractor · Not reported
| Name | Location | Service | Paid |
|---|---|---|---|
| NONE | - |
2010 · 1 contractor · $172K
| Name | Location | Service | Paid |
|---|---|---|---|
| Ernst Young US LLP | MILWAUKEE, WI | AUDIT AND TAX | $172,141 |
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.
2022 · 1 grant to organizations · $61.1M
2020 · 1 grant to organizations · $10K
Listed grants add up to $10,000; the return's “grants paid” expense line says $42,250. 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990 | ||||||||
| $118,061,993 | $16,127,018 | $3,921,777,659 | $3,915,961,876 | $0 | $451,921 | $4,377,393 | 129 | 0 |
| 2024 · Form 990 | ||||||||
| $94,918,940 | $14,289,952 | $3,555,116,130 | $3,549,170,219 | $0 | $838,887 | $5,048,174 | 121 | 0 |
| 2023 · Form 990 | ||||||||
| $78,403,388 | $12,531,647 | $3,022,286,011 | $3,016,519,762 | $0 | $1,186,288 | $4,352,991 | 117 | 0 |
| 2022 · Form 990 | ||||||||
| $25,305,849 | $70,596,121 | $2,599,459,075 | $2,593,571,080 | $0 | $840,000 | $3,115,011 | 112 | 0 |
| 2021 · Form 990 | ||||||||
| $26,399,097 | $5,594,270 | $2,781,800,074 | $2,778,059,235 | $0 | $0 | $3,644,445 | 82 | 0 |
| 2020 · Form 990 | ||||||||
| $30,305,077 | $2,468,782 | $2,297,580,826 | $2,294,300,920 | $0 | $0 | $3,043,811 | 67 | 0 |
| 2019 · Form 990 | ||||||||
| $29,867,739 | $2,064,066 | $2,132,867,938 | $2,132,840,807 | $0 | $0 | $2,878,947 | 49 | 0 |
| 2018 · Form 990 | ||||||||
| $128,791,379 | $992,425 | $1,090,091,290 | $1,087,086,895 | $0 | $0 | $2,630,405 | 82 | 0 |
| 2017 · Form 990 | ||||||||
| $6,216,686 | $1,405,311 | $894,746,030 | $894,678,873 | $0 | $0 | $2,019,539 | 74 | 0 |
| 2016 · Form 990 | ||||||||
| $16,797,979 | $1,007,767 | $851,364,138 | $850,795,360 | $0 | $0 | $1,784,394 | 71 | 0 |
| 2015 · Form 990 | ||||||||
| $16,297,764 | $404,180 | $629,596,316 | $629,304,742 | $0 | $0 | $1,620,700 | 62 | - |
| 2014 · Form 990 | ||||||||
| $1,525,259 | $51,971 | $608,926,662 | $608,467,518 | $0 | $0 | $1,830,963 | 34 | - |
| 2013 · Form 990 | ||||||||
| $12,266,355 | $46,171 | $591,662,561 | $590,984,450 | $0 | $0 | $1,457,923 | 29 | - |
| 2012 · Form 990 | ||||||||
| $14,188,204 | $40,958 | $574,242,929 | $573,644,542 | $0 | $0 | $1,245,748 | 28 | 0 |
| 2011 · Form 990 | ||||||||
| $21,798,418 | $54,773 | $555,540,168 | $554,917,547 | $0 | $0 | $1,217,577 | 25 | 0 |
| 2010 · Form 990 | ||||||||
| $69,019,080 | $40,862 | $539,502,547 | $538,773,017 | $40,000,000 | $0 | $1,223,271 | 23 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- ASCENDIUM EDUCATION SOLUTIONS INC Madison, WI · 14 people in common (Brett G Lindquist - 3, Darren King - 1, David J Hanson - 1) · related organization (Schedule R)
- NORTHSTAR GUARANTEE INC Madison, WI · 6 people in common (David J Hanson - 1, Joan Prince - 1, Linda Hoeschler - 1)
- NORTHWEST EDUCATION LOAN ASSOCIATION Madison, WI · 5 people in common (David J Hanson - 1, Joan Prince - 1, Linda Hoeschler - 1)
- UNITED STUDENT AID FUNDS INC Madison, WI · 4 people in common (David J Hanson - 1, Emerson Brumback - 1, Richard A Weiss - 1)
Funders of this organization
4 grantors reported grants to this organization, $40,033,245 in all, tax years 2010 to 2020. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| ASCENDIUM EDUCATION SOLUTIONS INC | Public charity | Exact | 2010 | 1 | $40,000,000 | 2010 | $40,000,000 | show |
| PAUL MILLSAP FOUNDATION CORP | Private foundation | Fuzzy filed as “ASCENDIUM EDUCATION GROUP” | 2020 | 1 | $20,000 | 2020 | $20,000 | show |
| CENTRAL CAROLINA COMMUNITY FOUNDATION | DAF sponsor | Exact | 2020 | 1 | $7,535 | 2020 | $7,535 | show |
| UNIVERSITY CLUB OF PALO ALTO SCHOLARSHIP FUND | Public charity | Exact | 2020 | 1 | $5,710 | 2020 | $5,710 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS | IL | B40 | $178,488,153 | $172,148,225 | Director/President | $2,255,688 | Same NTEE code B40, revenue within 2x |
| NEW ENGLAND INSTITUTE OF TECHNOLOGY | RI | B40 | $107,197,170 | $87,142,545 | PRESIDENT & TRUSTEE | $1,265,000 | Same NTEE code B40, revenue within 2x |
| WILMINGTON UNIVERSITY INC | DE | B40 | $142,357,658 | $136,037,155 | VICE PRESIDENT (THRU 2/29/24) | $2,384,463 | Same NTEE code B40, revenue within 2x |
| DENVER SCHOOL OF SCIENCE AND TECHNOLOGY INC | CO | B40 | $137,680,069 | $132,906,201 | Chief Executive Officer | $305,458 | Same NTEE code B40, revenue within 2x |
| ANA G MENDEZ UNIVERSITY INC | FL | B40 | $71,895,598 | $65,608,214 | PRESIDENT | $1,384,493 | Same NTEE code B40, revenue within 2x |
| WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC | NY | B40 | $73,820,955 | $58,143,269 | PRESIDENT | $700,616 | Same NTEE code B40, revenue within 2x |
| UNIVERSITY OF MASSACHUSETTS GLOBAL | CA | B40 | $116,948,420 | $120,729,932 | CHANCELLOR/CEO | $939,882 | Same NTEE code B40, revenue within 2x |
| ACADIA UNIVERSITY | B40 | $94,220,000 | $98,547,000 | President & Vice Chancellor | $298,869 | Same NTEE code B40, revenue within 2x | |
| ROSEMAN UNIVERSITY OF HEALTH SCIENCES A NEVADA NON-PROFIT CORP | NV | B40 | $115,616,692 | $115,235,020 | DEAN, COLLEGE OF MEDICINE | $772,011 | Same NTEE code B40, revenue within 2x |
| OTIS COLLEGE OF ART AND DESIGN | CA | B40 | $82,349,569 | $84,921,122 | PRESIDENT | $539,589 | Same NTEE code B40, revenue within 2x |
| LAGUNA COLLEGE OF ART AND DESIGN | CA | B40 | $75,832,713 | $28,671,178 | PRESIDENT | $450,393 | Same NTEE code B40, revenue within 2x |
| HERZING UNIVERSITY LTD | WI | B40 | $243,943,025 | $220,124,266 | PRESIDENT/CEO | $816,807 | Same NTEE code B40, revenue within 5x, same state |
| INTERNATIONAL MASONRY TRAINING AND EDUCATION FOUNDATION | DC | B40 | $24,663,366 | $25,858,013 | PRESIDENT | $461,301 | Same NTEE code B40, revenue within 5x |
| ALDER GRADUATE SCHOOL OF EDUCATION | CA | B40 | $25,335,426 | $20,015,108 | PRESIDENT & CEO | $416,760 | Same NTEE code B40, revenue within 5x |
| CHRISTENDOM EDUCATIONAL CORPORATION | VA | B40 | $45,215,813 | $34,784,132 | PRESIDENT EMERITUS (AS OF 7/1/2024) | $424,563 | Same NTEE code B40, revenue within 5x |
| INSTITUTE FOR SHIPBOARD EDUCATION | CO | B40 | $44,270,325 | $42,098,625 | TRUSTEE, PRESIDENT AND CEO | $364,680 | Same NTEE code B40, revenue within 5x |
| RELAY GRADUATE SCHOOL OF EDUCATION | NY | B40 | $51,663,982 | $49,226,394 | PRESIDENT | $521,170 | Same NTEE code B40, revenue within 5x |
| NORTHEASTERN STATE UNIVERSITY FOUNDATION INC | OK | B40 | $23,732,321 | $9,543,571 | Executive Director | $99,441 | Same NTEE code B40, revenue within 5x |
| UNIVERSITY OF THE NATIONS KONA INC | HI | B40 | $32,886,257 | $32,063,307 | TRUSTEE | $77,807 | Same NTEE code B40, revenue within 5x |
| EDP UNIVERSITY OF PUERTO RICO INC | PR | B40 | $55,733,287 | $46,602,520 | PRESIDENT | $178,695 | Same NTEE code B40, revenue within 5x |
| ART INSTITUTE OF CHICAGO | IL | B40 | $464,393,130 | $381,917,394 | PRESIDENT, MUSEUM | $1,163,144 | Same NTEE code B40, revenue within 5x |
| BRYANT & STRATTON INC | NY | B40 | $302,360,546 | $274,720,017 | PRESIDENT & CEO | $1,028,291 | Same NTEE code B40, revenue within 5x |
| CHRISTEL HOUSE ACADEMY INC | IN | B40 | $31,907,728 | $29,084,027 | CEO/BOARD PRESIDENT-NO VOTING RIGHTS | $363,358 | Same NTEE code B40, revenue within 5x |
| TEACH FOR AMERICA INC | NY | B40 | $265,237,413 | $253,870,404 | CEO & Director | $598,385 | Same NTEE code B40, revenue within 5x |
| KANSAS CITY ART INSTITUTE | MO | B40 | $46,598,365 | $49,560,856 | CFO AND CO-PRESIDENT | $269,608 | Same NTEE code B40, revenue within 5x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990 · $16,127,018 spent · pay $20,077,102 · grants $0 · events $153,884
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $12,129,159 | $6,945,840 | $5,183,319 | - | 75.2% | |
| Fees: investment management | $6,321,314 | $4,240,248 | $2,081,066 | - | 39.2% | |
| Pay: officers, directors, trustees, key employees | $4,377,393 | $1,321,273 | $3,056,120 | - | 27.1% | |
| Information technology | $2,331,149 | $430,945 | $1,900,204 | - | 14.5% | |
| Other employee benefits | $1,873,751 | $1,073,813 | $799,938 | - | 11.6% | |
| Insurance | $1,398,938 | $295 | $1,398,643 | - | 8.7% | |
| Depreciation and depletion | $1,168,961 | $480 | $1,168,481 | - | 7.2% | |
| Fees: other services | $1,044,455 | $262,392 | $782,063 | $0 | 6.5% | |
| Pension plan contributions | $888,293 | $508,686 | $379,607 | - | 5.5% | |
| Payroll taxes | $808,506 | $462,996 | $345,510 | - | 5.0% | |
| Occupancy | $795,258 | $2,683 | $792,575 | - | 4.9% | |
| Office expenses | $485,040 | $78,607 | $406,433 | - | 3.0% | |
| Travel | $332,767 | $244,526 | $88,241 | - | 2.1% | |
| Fees: accounting | $286,225 | $218,121 | $68,104 | - | 1.8% | |
| Fees: legal | $210,896 | $105,448 | $105,448 | - | 1.3% | |
| Conferences, conventions and meetings | $153,884 | $76,227 | $77,657 | - | 1.0% | |
| Other (as described) | MISCELLANEOUS | $132,694 | $14,179 | $118,515 | - | 0.8% |
| Other (as described) | DUES & MEMBERSHIPS | $89,731 | $52,355 | $37,376 | - | 0.6% |
| Other (as described) | SERVICE ARRANGEMENT FEES | $66,730 | $65,863 | $867 | - | 0.4% |
| Advertising and promotion | $61,066 | $36,865 | $24,201 | - | 0.4% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$18,829,192 | -$7,347,883 | -$11,481,309 | - | -116.8% |
| Total | $16,127,018 | 100% |
2024 · Form 990 · $14,289,952 spent · pay $18,022,739 · grants $2,500 · events $186,806
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $10,038,851 | $8,125,008 | $1,913,843 | - | 70.3% | |
| Fees: investment management | $5,924,347 | $4,336,777 | $1,587,570 | - | 41.5% | |
| Pay: officers, directors, trustees, key employees | $5,048,174 | $1,875,584 | $3,172,590 | - | 35.3% | |
| Information technology | $2,133,337 | $373,343 | $1,759,994 | - | 14.9% | |
| Other employee benefits | $1,512,425 | $899,967 | $612,458 | - | 10.6% | |
| Fees: other services | $1,438,838 | $291,300 | $1,147,538 | $0 | 10.1% | |
| Insurance | $1,388,959 | $170 | $1,388,789 | - | 9.7% | |
| Depreciation and depletion | $1,172,862 | $410 | $1,172,452 | - | 8.2% | |
| Occupancy | $838,502 | $3,492 | $835,010 | - | 5.9% | |
| Pension plan contributions | $764,019 | $454,404 | $309,615 | - | 5.3% | |
| Office expenses | $711,449 | $85,918 | $625,531 | - | 5.0% | |
| Payroll taxes | $659,270 | $392,104 | $267,166 | - | 4.6% | |
| Travel | $326,552 | $249,458 | $77,094 | - | 2.3% | |
| Fees: legal | $325,163 | $107,305 | $217,858 | - | 2.3% | |
| Fees: accounting | $267,973 | $231,113 | $36,860 | - | 1.9% | |
| Conferences, conventions and meetings | $186,806 | $122,481 | $64,325 | - | 1.3% | |
| Advertising and promotion | $177,351 | $148,917 | $28,434 | - | 1.2% | |
| Other (as described) | MISCELLANEOUS | $128,565 | $11,465 | $117,100 | - | 0.9% |
| Other (as described) | DUES & MEMBERSHIPS | $71,892 | $34,837 | $37,055 | - | 0.5% |
| Other (as described) | SERVICE ARRANGEMENT FEES | $3,002 | - | $3,002 | - | 0.0% |
| Grants to US organizations and governments | $2,500 | $2,500 | - | - | 0.0% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$18,830,885 | -$10,260,553 | -$8,570,332 | - | -131.8% |
| Total | $14,289,952 | 100% |
2023 · Form 990 · $12,531,647 spent · pay $16,004,166 · grants $2,000 · events $5,874,290
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $9,079,494 | $5,400,071 | $3,679,423 | - | 72.5% | |
| Other (as described) Event | THIRD PARTY SERVICE EXPENSE | $5,660,945 | $1,188,798 | $4,472,147 | - | 45.2% |
| Fees: investment management | $5,637,329 | - | $5,637,329 | - | 45.0% | |
| Pay: officers, directors, trustees, key employees | $4,352,991 | $1,615,822 | $2,737,169 | - | 34.7% | |
| Fees: other services | $3,668,210 | $517,664 | $3,150,546 | $0 | 29.3% | |
| Other (as described) | SERVICE ARRANGEMENT FEES | $2,666,988 | $559,676 | $2,107,312 | - | 21.3% |
| Office expenses | $2,256,733 | $427,957 | $1,828,776 | - | 18.0% | |
| Insurance | $1,621,706 | $72 | $1,621,634 | - | 12.9% | |
| Other employee benefits | $1,296,058 | $770,837 | $525,221 | - | 10.3% | |
| Depreciation and depletion | $1,172,801 | $790 | $1,172,011 | - | 9.4% | |
| Occupancy | $850,010 | $5,453 | $844,557 | - | 6.8% | |
| Pension plan contributions | $679,788 | $404,307 | $275,481 | - | 5.4% | |
| Payroll taxes | $595,835 | $354,376 | $241,459 | - | 4.8% | |
| Travel | $280,087 | $229,917 | $50,170 | - | 2.2% | |
| Fees: accounting | $233,372 | $203,338 | $30,034 | - | 1.9% | |
| Conferences, conventions and meetings | $213,345 | $133,717 | $79,628 | - | 1.7% | |
| Other (as described) | MISCELLANEOUS | $205,147 | $55,957 | $149,190 | - | 1.6% |
| Fees: legal | $145,947 | $48,163 | $97,784 | - | 1.2% | |
| Advertising and promotion | $130,240 | $107,126 | $23,114 | - | 1.0% | |
| Grants to US organizations and governments | $2,000 | $2,000 | - | - | 0.0% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$28,217,379 | -$5,168,581 | -$23,048,798 | - | -225.2% |
| Total | $12,531,647 | 100% |
2022 · Form 990 · $70,596,121 spent · pay $14,744,063 · grants $61,144,777 · events $150,177
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $61,144,777 | $61,144,777 | - | - | 86.6% | |
| Other salaries and wages | $9,013,357 | $8,262,535 | $750,822 | $0 | 12.8% | |
| Other (as described) | MISCELLANEOUS | $6,753,451 | $2,245,521 | $4,507,930 | $0 | 9.6% |
| Fees: investment management | $4,076,540 | $0 | $4,076,540 | $0 | 5.8% | |
| Pay: officers, directors, trustees, key employees | $3,115,011 | $953,745 | $2,161,266 | $0 | 4.4% | |
| Other (as described) | SERVICE ARRANGEMENT FEES | $3,072,841 | $3,072,841 | - | - | 4.4% |
| Fees: other services | $2,573,906 | $290,452 | $2,283,454 | $0 | 3.6% | |
| Office expenses | $2,377,267 | $364,357 | $2,012,910 | - | 3.4% | |
| Insurance | $1,676,009 | $513,284 | $1,162,725 | - | 2.4% | |
| Other employee benefits | $1,354,320 | $972,369 | $381,951 | $0 | 1.9% | |
| Depreciation and depletion | $1,166,822 | $1,088 | $1,165,734 | $0 | 1.7% | |
| Fees: legal | $944,850 | $285,956 | $658,894 | $0 | 1.3% | |
| Occupancy | $882,034 | $43,923 | $838,111 | - | 1.2% | |
| Pension plan contributions | $673,692 | $444,509 | $229,183 | $0 | 1.0% | |
| Payroll taxes | $587,683 | $410,875 | $176,808 | $0 | 0.8% | |
| Travel | $209,086 | $162,166 | $46,920 | - | 0.3% | |
| Fees: accounting | $203,258 | $0 | $203,258 | $0 | 0.3% | |
| Conferences, conventions and meetings | $150,177 | $86,276 | $63,901 | $0 | 0.2% | |
| Advertising and promotion | $113,798 | $97,723 | $16,075 | $0 | 0.2% | |
| Other (as described) | DUES AND MEMBERSHIPS | $63,699 | $30,511 | $33,188 | $0 | 0.1% |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$29,556,457 | -$12,078,995 | -$17,477,462 | $0 | -41.9% |
| Total | $70,596,121 | 100% |
2021 · Form 990 · $5,594,270 spent · pay $11,025,687 · grants $18,737 · events $46,950
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,766,737 | $2,594,130 | $3,172,607 | - | 103.1% | |
| Other (as described) | SERVICE ARRANGEMENT FEES | $5,691,783 | $5,691,783 | - | - | 101.7% |
| Other (as described) | MISCELLANEOUS | $5,521,083 | $5,444,945 | $76,138 | - | 98.7% |
| Office expenses | $3,653,313 | $1,699,319 | $1,953,994 | - | 65.3% | |
| Pay: officers, directors, trustees, key employees | $3,644,445 | $1,259,505 | $2,384,940 | - | 65.1% | |
| Fees: investment management | $3,406,599 | - | $3,406,599 | - | 60.9% | |
| Fees: other services | $2,131,889 | $1,197,032 | $934,857 | - | 38.1% | |
| Insurance | $1,348,904 | $1,348,904 | - | - | 24.1% | |
| Other employee benefits | $850,679 | $375,184 | $475,495 | - | 15.2% | |
| Occupancy | $639,659 | $244,315 | $395,344 | - | 11.4% | |
| Pension plan contributions | $414,195 | $182,135 | $232,060 | - | 7.4% | |
| Payroll taxes | $349,631 | $153,744 | $195,887 | - | 6.2% | |
| Fees: accounting | $269,510 | - | $269,510 | - | 4.8% | |
| Fees: legal | $201,800 | - | $201,800 | - | 3.6% | |
| Depreciation and depletion | $143,420 | $37,002 | $106,418 | - | 2.6% | |
| Conferences, conventions and meetings | $46,950 | $14,934 | $32,016 | - | 0.8% | |
| Other (as described) | DUES AND MEMBERSHIPS | $35,395 | $35,395 | - | - | 0.6% |
| Advertising and promotion | $31,193 | $31,193 | - | - | 0.6% | |
| Grants to US individuals | $18,737 | $18,737 | - | - | 0.3% | |
| Travel | $13,090 | $5,339 | $7,751 | - | 0.2% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$28,584,742 | -$20,308,346 | -$8,276,396 | - | -511.0% |
| Total | $5,594,270 | 100% |
2020 · Form 990 · $2,468,782 spent · pay $8,350,708 · grants $42,250 · events $62,088
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $20,663,221 | $20,663,221 | - | - | 837.0% |
| Other salaries and wages | $4,206,227 | $1,196,490 | $3,009,737 | - | 170.4% | |
| Fees: other services | $3,111,365 | $1,169,817 | $1,941,548 | - | 126.0% | |
| Pay: officers, directors, trustees, key employees | $3,043,811 | $953,745 | $2,090,066 | - | 123.3% | |
| Fees: investment management | $2,410,080 | - | $2,410,080 | - | 97.6% | |
| Office expenses | $1,647,987 | $1,643,102 | $4,885 | - | 66.8% | |
| Fees: legal | $956,335 | - | $956,335 | - | 38.7% | |
| Insurance | $835,525 | $835,525 | - | - | 33.8% | |
| Other employee benefits | $533,283 | $151,696 | $381,587 | - | 21.6% | |
| Pension plan contributions | $320,291 | $91,108 | $229,183 | - | 13.0% | |
| Payroll taxes | $247,096 | $70,288 | $176,808 | - | 10.0% | |
| Occupancy | $215,640 | $106,470 | $109,170 | - | 8.7% | |
| Fees: accounting | $192,318 | - | $192,318 | - | 7.8% | |
| Other (as described) | MISCELLANEOUS | $65,426 | $22,507 | $42,919 | - | 2.7% |
| Conferences, conventions and meetings | $62,088 | $11,402 | $50,686 | - | 2.5% | |
| Advertising and promotion | $52,325 | $52,325 | - | - | 2.1% | |
| Other (as described) | DUES AND MEMBERSHIPS | $32,545 | $32,545 | - | - | 1.3% |
| Grants to US individuals | $32,250 | $32,250 | - | - | 1.3% | |
| Travel | $16,956 | $6,479 | $10,477 | - | 0.7% | |
| Depreciation and depletion | $13,412 | $13,412 | - | - | 0.5% | |
| Grants to US organizations and governments | $10,000 | $10,000 | - | - | 0.4% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$36,199,399 | -$27,038,381 | -$9,161,018 | - | -1466.3% |
| Total | $2,468,782 | 100% |
2019 · Form 990 · $2,064,066 spent · pay $7,067,795 · grants $19,750 · events $73,434
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $20,429,936 | $20,429,936 | - | - | 989.8% |
| Other salaries and wages | $3,349,609 | $865,304 | $2,484,304 | - | 162.3% | |
| Pay: officers, directors, trustees, key employees | $2,878,947 | $827,643 | $2,051,304 | - | 139.5% | |
| Fees: investment management | $2,011,321 | - | $2,011,321 | - | 97.4% | |
| Insurance | $717,775 | $717,775 | - | - | 34.8% | |
| Fees: accounting | $541,104 | - | $541,104 | - | 26.2% | |
| Office expenses | $505,573 | $500,749 | $4,824 | - | 24.5% | |
| Other employee benefits | $437,991 | $146,001 | $291,990 | - | 21.2% | |
| Fees: other services | $328,567 | $297,257 | $31,310 | - | 15.9% | |
| Payroll taxes | $213,736 | $62,663 | $151,073 | - | 10.4% | |
| Pension plan contributions | $187,512 | $78,692 | $108,820 | - | 9.1% | |
| Occupancy | $181,193 | $55,908 | $125,286 | - | 8.8% | |
| Fees: legal | $148,548 | - | $148,548 | - | 7.2% | |
| Conferences, conventions and meetings | $73,434 | $7,401 | $66,033 | - | 3.6% | |
| Travel | $63,726 | $50,620 | $13,106 | - | 3.1% | |
| Other (as described) | DUES AND MEMBERSHIPS | $28,379 | $28,379 | - | - | 1.4% |
| Other (as described) | MISCELLANEOUS | $24,215 | $9,188 | $15,027 | - | 1.2% |
| Grants to US individuals | $19,750 | $19,750 | - | - | 1.0% | |
| Advertising and promotion | $3,363 | $3,363 | - | - | 0.2% | |
| Depreciation and depletion | $1,927 | $1,927 | - | - | 0.1% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$30,082,540 | -$24,078,555 | -$6,003,985 | - | -1457.4% |
| Total | $2,064,066 | 100% |
2018 · Form 990 · $992,425 spent · pay $6,441,022 · grants $6,250 · events $21,945
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $22,265,793 | $22,265,793 | - | - | 2243.6% |
| Other salaries and wages | $3,012,704 | $893,741 | $2,118,963 | - | 303.6% | |
| Pay: officers, directors, trustees, key employees | $2,630,405 | $652,659 | $1,977,746 | - | 265.0% | |
| Fees: legal | $1,507,972 | - | $1,507,972 | - | 151.9% | |
| Fees: investment management | $939,649 | - | $939,649 | - | 94.7% | |
| Insurance | $621,546 | $621,546 | - | - | 62.6% | |
| Fees: accounting | $615,526 | - | $615,526 | - | 62.0% | |
| Office expenses | $443,725 | $439,003 | $4,722 | - | 44.7% | |
| Other employee benefits | $377,309 | $118,222 | $259,087 | - | 38.0% | |
| Pension plan contributions | $216,917 | $184,089 | $32,828 | - | 21.9% | |
| Occupancy | $216,025 | $64,292 | $151,733 | - | 21.8% | |
| Payroll taxes | $203,687 | $70,979 | $132,708 | - | 20.5% | |
| Fees: other services | $181,915 | $181,915 | - | - | 18.3% | |
| Travel | $66,774 | $13,684 | $53,090 | - | 6.7% | |
| Conferences, conventions and meetings | $21,945 | $3,345 | $18,600 | - | 2.2% | |
| Other (as described) | DUES AND MEMBERSHIPS | $11,071 | $11,071 | - | - | 1.1% |
| Other (as described) | MISCELLANEOUS | $10,256 | $825 | $9,431 | - | 1.0% |
| Grants to US individuals | $6,250 | $6,250 | - | - | 0.6% | |
| Depreciation and depletion | $3,588 | $3,588 | - | - | 0.4% | |
| Advertising and promotion | $2,456 | $2,456 | - | - | 0.2% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$32,363,088 | -$25,519,496 | -$6,843,592 | - | -3261.0% |
| Total | $992,425 | 100% |
2017 · Form 990 · $1,405,311 spent · pay $7,332,186 · grants $0 · events $53,399
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $13,974,010 | $13,974,010 | - | - | 994.4% |
| Other salaries and wages | $4,076,726 | $916,426 | $3,160,300 | - | 290.1% | |
| Pay: officers, directors, trustees, key employees | $2,019,539 | $384,952 | $1,634,587 | - | 143.7% | |
| Fees: investment management | $1,352,893 | - | $1,352,893 | - | 96.3% | |
| Fees: accounting | $533,578 | - | $533,578 | - | 38.0% | |
| Other employee benefits | $531,530 | $145,124 | $386,406 | - | 37.8% | |
| Pension plan contributions | $413,907 | $106,015 | $307,892 | - | 29.5% | |
| Office expenses | $409,647 | $404,945 | $4,702 | - | 29.1% | |
| Payroll taxes | $290,484 | $66,787 | $223,697 | - | 20.7% | |
| Occupancy | $211,165 | $53,545 | $157,620 | - | 15.0% | |
| Fees: other services | $107,407 | $107,407 | - | - | 7.6% | |
| Travel | $90,922 | $16,981 | $73,941 | - | 6.5% | |
| Fees: legal | $58,653 | - | $58,653 | - | 4.2% | |
| Conferences, conventions and meetings | $53,399 | $7,060 | $46,339 | - | 3.8% | |
| Other (as described) | DUES AND MEMBERSHIPS | $18,925 | $18,925 | - | - | 1.3% |
| Other (as described) | MISCELLANEOUS | $7,056 | $6,136 | $920 | - | 0.5% |
| Depreciation and depletion | $6,463 | $6,463 | - | - | 0.5% | |
| Advertising and promotion | $4,709 | $4,709 | - | - | 0.3% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$22,755,702 | -$16,195,485 | -$6,560,217 | - | -1619.3% |
| Total | $1,405,311 | 100% |
2016 · Form 990 · $1,007,767 spent · pay $6,794,200 · grants $0 · events $53,107
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $10,532,116 | $10,532,116 | - | - | 1045.1% |
| Other salaries and wages | $3,898,634 | $918,141 | $2,980,493 | - | 386.9% | |
| Pay: officers, directors, trustees, key employees | $1,784,394 | $234,558 | $1,549,836 | - | 177.1% | |
| Fees: investment management | $955,914 | - | $955,914 | - | 94.9% | |
| Other employee benefits | $460,046 | $145,764 | $314,282 | - | 45.7% | |
| Pension plan contributions | $397,585 | $105,600 | $291,985 | - | 39.5% | |
| Office expenses | $313,449 | $309,659 | $3,790 | - | 31.1% | |
| Payroll taxes | $253,541 | $65,779 | $187,762 | - | 25.2% | |
| Occupancy | $182,174 | $46,154 | $136,020 | - | 18.1% | |
| Fees: other services | $180,362 | $180,362 | - | - | 17.9% | |
| Fees: accounting | $131,125 | - | $131,125 | - | 13.0% | |
| Fees: legal | $90,874 | - | $90,874 | - | 9.0% | |
| Travel | $79,479 | $26,148 | $53,331 | - | 7.9% | |
| Conferences, conventions and meetings | $53,107 | $4,487 | $48,620 | - | 5.3% | |
| Other (as described) | DUES AND MEMBERSHIPS | $15,179 | $15,179 | - | - | 1.5% |
| Depreciation and depletion | $9,153 | $9,153 | - | - | 0.9% | |
| Other (as described) | MISCELLANEOUS | $7,704 | $6,649 | $1,055 | - | 0.8% |
| Advertising and promotion | $6,123 | $6,123 | - | - | 0.6% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$18,343,192 | -$12,581,872 | -$5,761,320 | - | -1820.2% |
| Total | $1,007,767 | 100% |
2015 · Form 990 · $404,180 spent · pay $5,816,747 · grants $0 · events $30,417
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $10,153,366 | $10,153,366 | $0 | $0 | 2512.1% |
| Other salaries and wages | $3,250,083 | $880,754 | $2,369,329 | - | 804.1% | |
| Pay: officers, directors, trustees, key employees | $1,620,700 | $172,301 | $1,448,399 | - | 401.0% | |
| Other employee benefits | $385,594 | $140,043 | $245,551 | - | 95.4% | |
| Fees: investment management | $352,231 | - | $352,231 | - | 87.1% | |
| Pension plan contributions | $348,884 | $103,862 | $245,022 | - | 86.3% | |
| Office expenses | $345,357 | $341,421 | $3,936 | - | 85.4% | |
| Payroll taxes | $211,486 | $63,767 | $147,719 | - | 52.3% | |
| Occupancy | $182,432 | $58,279 | $124,153 | - | 45.1% | |
| Fees: accounting | $127,250 | - | $127,250 | - | 31.5% | |
| Travel | $70,240 | $22,691 | $47,549 | - | 17.4% | |
| Conferences, conventions and meetings | $30,417 | $4,137 | $26,280 | - | 7.5% | |
| Fees: legal | $21,947 | - | $21,947 | - | 5.4% | |
| Other (as described) | MISCELLANEOUS | $20,252 | $19,992 | $260 | $0 | 5.0% |
| Depreciation and depletion | $19,442 | $19,442 | - | - | 4.8% | |
| Advertising and promotion | $18,788 | $18,788 | - | - | 4.6% | |
| Fees: other services | $16,379 | $16,379 | - | - | 4.1% | |
| Other (as described) | DUES AND MEMBERSHIPS | $15,710 | $15,710 | $0 | $0 | 3.9% |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$16,786,378 | -$12,006,932 | -$4,779,446 | $0 | -4153.2% |
| Total | $404,180 | 100% |
2014 · Form 990 · $51,971 spent · pay $3,749,096 · grants $0 · events $17,537
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $13,786,951 | $13,786,951 | - | - | 26528.2% |
| Pay: officers, directors, trustees, key employees | $1,830,963 | $525,930 | $1,305,033 | - | 3523.0% | |
| Other salaries and wages | $1,518,695 | $740,020 | $778,675 | - | 2922.2% | |
| Occupancy | $259,221 | $242,854 | $16,367 | - | 498.8% | |
| Pension plan contributions | $161,034 | $87,373 | $73,661 | - | 309.9% | |
| Other employee benefits | $138,040 | $89,692 | $48,348 | - | 265.6% | |
| Fees: accounting | $135,862 | - | $135,862 | - | 261.4% | |
| Office expenses | $116,716 | $112,782 | $3,934 | - | 224.6% | |
| Payroll taxes | $100,364 | $53,891 | $46,473 | - | 193.1% | |
| Travel | $58,096 | $8,337 | $49,759 | - | 111.8% | |
| Fees: legal | $23,420 | - | $23,420 | - | 45.1% | |
| Conferences, conventions and meetings | $17,537 | $6,986 | $10,551 | - | 33.7% | |
| Depreciation and depletion | $15,721 | $15,721 | - | - | 30.2% | |
| Other (as described) | DUES AND MEMBERSHIPS | $5,704 | $5,704 | - | - | 11.0% |
| Advertising and promotion | $912 | $912 | - | - | 1.8% | |
| Other (as described) | MISCELLANEOUS | $839 | $801 | $38 | - | 1.6% |
| Fees: other services | $650 | $650 | - | - | 1.3% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$18,118,754 | -$15,654,604 | -$2,464,150 | - | -34863.2% |
| Total | $51,971 | 100% |
2013 · Form 990 · $46,171 spent · pay $3,269,870 · grants $0 · events $18,540
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $11,967,769 | $11,967,769 | - | - | 25920.5% |
| Other salaries and wages | $1,458,136 | $682,025 | $776,111 | - | 3158.1% | |
| Pay: officers, directors, trustees, key employees | $1,457,923 | $399,192 | $1,058,731 | - | 3157.7% | |
| Occupancy | $239,594 | $227,767 | $11,827 | - | 518.9% | |
| Pension plan contributions | $136,276 | $79,486 | $56,790 | - | 295.2% | |
| Other employee benefits | $135,874 | $85,769 | $50,105 | - | 294.3% | |
| Fees: accounting | $117,175 | - | $117,175 | - | 253.8% | |
| Office expenses | $94,429 | $90,305 | $4,124 | - | 204.5% | |
| Payroll taxes | $81,661 | $48,744 | $32,917 | - | 176.9% | |
| Fees: other services | $58,500 | $58,500 | - | - | 126.7% | |
| Travel | $48,310 | $7,237 | $41,073 | - | 104.6% | |
| Conferences, conventions and meetings | $18,540 | $8,751 | $9,789 | - | 40.2% | |
| Depreciation and depletion | $11,457 | $11,457 | - | - | 24.8% | |
| Fees: legal | $9,459 | - | $9,459 | - | 20.5% | |
| Other (as described) | DUES AND MEMBERSHIPS | $4,233 | $4,233 | - | - | 9.2% |
| Other (as described) | MISCELLANEOUS | $1,184 | $1,137 | $47 | - | 2.6% |
| Advertising and promotion | $1,129 | $1,129 | - | - | 2.4% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$15,795,478 | -$13,651,501 | -$2,143,977 | - | -34210.8% |
| Total | $46,171 | 100% |
2012 · Form 990 · $40,958 spent · pay $2,929,739 · grants $0 · events $14,217
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | SERVICE ARRANGEMENT FEES | $12,738,723 | $12,738,723 | - | - | 31101.9% |
| Other salaries and wages | $1,297,787 | $1,297,787 | - | - | 3168.6% | |
| Pay: officers, directors, trustees, key employees | $1,245,748 | - | $1,245,748 | - | 3041.5% | |
| Occupancy | $236,660 | $223,990 | $12,670 | - | 577.8% | |
| Other employee benefits | $145,782 | $145,782 | - | - | 355.9% | |
| Payroll taxes | $121,212 | $76,547 | $44,665 | - | 295.9% | |
| Pension plan contributions | $119,210 | $119,210 | - | - | 291.1% | |
| Fees: accounting | $114,850 | - | $114,850 | - | 280.4% | |
| Office expenses | $84,691 | $79,793 | $4,898 | - | 206.8% | |
| Travel | $66,831 | $8,681 | $58,150 | - | 163.2% | |
| Depreciation and depletion | $37,152 | $37,152 | - | - | 90.7% | |
| Conferences, conventions and meetings | $14,217 | $7,326 | $6,891 | - | 34.7% | |
| Advertising and promotion | $9,684 | $9,684 | - | - | 23.6% | |
| Fees: legal | $4,967 | - | $4,967 | - | 12.1% | |
| Other (as described) | DUES AND MEMBERSHIPS | $3,564 | $3,564 | - | - | 8.7% |
| Fees: other services | $1,500 | $1,500 | - | - | 3.7% | |
| Other (as described) | MISCELLANEOUS | $1,113 | $1,054 | $59 | - | 2.7% |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$16,202,733 | -$14,732,793 | -$1,469,940 | - | -39559.4% |
| Total | $40,958 | 100% |
2011 · Form 990 · $54,773 spent · pay $2,933,288 · grants $0 · events $11,515
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Service Arrangement Fees | $10,613,890 | $10,613,890 | - | - | 19378.0% |
| Other salaries and wages | $1,265,213 | $1,265,213 | - | - | 2309.9% | |
| Pay: officers, directors, trustees, key employees | $1,217,577 | - | $1,217,577 | - | 2223.0% | |
| Occupancy | $229,520 | $216,608 | $12,912 | - | 419.0% | |
| Other employee benefits | $172,511 | $172,511 | - | - | 315.0% | |
| Pension plan contributions | $149,026 | $149,026 | - | - | 272.1% | |
| Payroll taxes | $128,961 | $93,629 | $35,332 | - | 235.4% | |
| Fees: accounting | $86,420 | - | $86,420 | - | 157.8% | |
| Office expenses | $83,023 | $77,972 | $5,051 | - | 151.6% | |
| Depreciation and depletion | $71,393 | $71,393 | - | - | 130.3% | |
| Travel | $45,093 | $5,426 | $39,667 | - | 82.3% | |
| Insurance | $13,722 | - | $13,722 | - | 25.1% | |
| Conferences, conventions and meetings | $11,515 | $3,675 | $7,840 | - | 21.0% | |
| Other (as described) | Dues and Memberships | $10,356 | $10,356 | - | - | 18.9% |
| Fees: legal | $4,667 | - | $4,667 | - | 8.5% | |
| Advertising and promotion | $4,302 | $4,302 | - | - | 7.9% | |
| Other (as described) | MISCELLANEOUS | $909 | $909 | - | - | 1.7% |
| Fees: other services | -$1,147 | -$1,147 | - | - | -2.1% | |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$14,052,178 | -$12,665,763 | -$1,386,415 | - | -25655.3% |
| Total | $54,773 | 100% |
2010 · Form 990 · $40,862 spent · pay $2,880,865 · grants $0 · events $12,986
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | Service Agreement Fees | $18,185,255 | $18,185,255 | - | - | 44504.1% |
| Pay: officers, directors, trustees, key employees | $1,223,271 | - | $1,223,271 | - | 2993.7% | |
| Other salaries and wages | $1,209,490 | $1,209,490 | - | - | 2959.9% | |
| Occupancy | $231,037 | $217,895 | $13,142 | - | 565.4% | |
| Other employee benefits | $162,843 | $162,843 | - | - | 398.5% | |
| Pension plan contributions | $145,092 | $145,092 | - | - | 355.1% | |
| Payroll taxes | $140,169 | $87,502 | $52,667 | - | 343.0% | |
| Fees: accounting | $125,550 | - | $125,550 | - | 307.3% | |
| Office expenses | $84,065 | $79,233 | $4,832 | - | 205.7% | |
| Depreciation and depletion | $70,405 | $70,405 | - | - | 172.3% | |
| Other (as described) | Dues and Memberships | $54,437 | $54,437 | - | - | 133.2% |
| Travel | $49,841 | $12,070 | $37,771 | - | 122.0% | |
| Fees: other services | $48,045 | $48,045 | - | - | 117.6% | |
| Conferences, conventions and meetings | $12,986 | $7,182 | $5,804 | - | 31.8% | |
| Advertising and promotion | $5,147 | $5,147 | - | - | 12.6% | |
| Fees: legal | $3,667 | - | $3,667 | - | 9.0% | |
| Other (as described) | Miscellaneous | $1,251 | $1,221 | $30 | - | 3.1% |
| Other (as described) | CORP SUPP FUNCT ALLOCATION | -$21,711,689 | -$20,267,817 | -$1,443,872 | - | -53134.2% |
| Total | $40,862 | 100% |
State business registration
- ASCENDUM EDUCATION GROUP, INC. FL, Foreign nonprofit corporation (FORNP), Active, formed 2025-01-29
The same business name in the same state, from the state’s official registry data.
Trademarks
53 US trademarks, 40 live.
- ASCENDIUM EDUCATION GROUP, INC. 53 marks, WI EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| JURNI | 99442601 | 2025-10-14 | Registered | TRTDXFAP, file of 2026-10-21 |
| STUDENT LOAN SUCCESS CENTER | 99342960 | 2025-08-18 | Registered | TRTDXFAP, file of 2026-03-26 |
| COHORT ANALYZER | 99175132 | 2025-05-08 | Pending application | TRTDXFAP, file of 2026-09-15 |
| PREMIUMSESSIONS | 99020744 | 2025-01-28 | Registered | TRTYRAP, file of 2026-04-03 |
| LAW FOR LEARNERS | 98432144 | 2024-03-04 | Registered | TRTYRAP, file of 2026-04-03 |
| STUDENT LOAN START OVER | 97298794 | 2022-03-07 | Registered | TRCFECO2, file of 2024-03-27 |
| WISCONSIN COVENANT | 97152943 | 2021-12-02 | Registered | TRCFECO2, file of 2024-03-27 |
| LAWYERS FOR LEARNERS | 90650861 | 2021-04-16 | Registered | TRCFECO2, file of 2024-03-27 |
| STREAM BY CAMPUS SONAR | 90210116 | 2020-09-25 | Registered | TRCFECO2, file of 2024-03-27 |
| ATTIGO@WORK | 90078304 | 2020-07-28 | Abandoned | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments