FILENE RESEARCH INSTITUTE INC
Cite this
Plain text FILENE RESEARCH INSTITUTE INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/filene-research-institute-inc-391645910. Retrieved 2026-10-25.
APA furp.org. (n.d.). FILENE RESEARCH INSTITUTE INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 25, 2026, from https://furp.org/org/filene-research-institute-inc-391645910
MLA “FILENE RESEARCH INSTITUTE INC.” furp.org, tax years 2010–2024, https://furp.org/org/filene-research-institute-inc-391645910. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $10.9M · expenses $10.2M · assets $16.4M
- EIN
- 39-1645910
- Address
- 5910 MINERAL POINT RD, MADISON, WI 53705-4456
- Website
- FILENE.ORG
- NTEE code
- W60E
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 1990 (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
STRENGTHENING ORGANIZATIONS THROUGH INNOVATIVE RESEARCH & INCUBATION TO IMPROVE CONSUMER FINANCIAL WELL-BEING.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
3 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 |
|---|---|---|---|---|---|
| Mark Meyer | PRESIDENT & CHIEF EXECUTIVE OFFICER | 2010-2024 | $0 | $966,938 | 2 |
| George Hofheimer (former) | CHIEF RESEARCH OFFICER | 2010 | $203,088 | $203,088 | 1 |
| Denise Gabel (former) | CHIEF INNOVATION OFFICER | 2010 | $199,592 | $199,592 | 1 |
Officers and directors, no compensation reported
29 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 |
|---|---|---|---|---|---|
| Bill Cheney | DIRECTOR | 2010-2024 | 1 | $0 reported | 6 |
| Mike Schenk | DIRECTOR | 2016-2024 | 1 | $0 reported | 2 |
| Keith Sultemeier | DIRECTOR | 2017-2024 | 1 | $0 reported | 5 |
| Ty Muse | VICE-CHAIR | 2018-2024 | 1 | $0 reported | 2 |
| April Clobes | CHAIR | 2018-2024 | 1 | $0 reported | 1 |
| Kevin Johnson | TREASURER | 2022-2024 | 1 | $0 reported | 1 |
| Tonita Webb | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Patty Campbell | DIRECTOR | 2019-2024 | 1 | $0 reported | 1 |
| Lily Newfarmer | DIRECTOR | 2022-2024 | 1 | $0 reported | 3 |
| Jeremy Tollefson | DIR OF EXECUTIVE RELATIONS/SECRETARY | 2021-2024 | 40 | $0 reported | 1 |
| Rob Purtell (former) | DIRECTOR (THRU AUGUST) | 2020-2023 | 1 | $0 reported | 2 |
| Tracie Kenyon (former) | DIRECTOR (THRU JANUARY) | 2013-2022 | 1 | $0 reported | 4 |
| Maurice Smith (former) | DIRECTOR (THRU AUGUST) | 2013-2022 | 1 | $0 reported | 4 |
| Patsy Stewart (former) | CHIEF FINANCE & OPERATIONS OFFICER | 2021-2022 | 50 | $0 reported | 1 |
| Bob Trunzo (former) | DIRECTOR (THRU JAN 2021) | 2013-2020 | 1 | $0 reported | 1 |
| Paul Kundert (former) | DIRECTOR | 2011-2019 | 1 | $0 reported | 1 |
| Eric Dillon (former) | DIRECTOR | 2017-2019 | 1 | $0 reported | 1 |
| Angie Owens (former) | CHAIRPERSON THRU JANUARY 24 | 2014-2018 | 1 | $0 reported | 1 |
| Jan Roche (former) | VICE CHAIRPERSON THRU JANUARY 24 | 2010-2018 | 1 | $0 reported | 1 |
| Jim Nussle (former) | SECRETARY | 2014-2017 | 1 | $0 reported | 6 |
| Shruti Miyashiro (former) | DIRECTOR | 2016-2017 | 1 | $0 reported | 2 |
| Steve Suleski (former) | ADVISORY MEMBER | 2015-2016 | 1 | $0 reported | 1 |
| Bill Hampel (former) | ADVISORY MEMBER | 2015 | 1 | $0 reported | 4 |
| Patricia Smith (former) | DIRECTOR | 2010-2013 | 1 | $0 reported | 1 |
| Brett Thompson (former) | SECRETARY | 2010-2012 | 1 | $0 reported | 4 |
| Patsy Van Ouwerkerk (former) | VICE CHAIRPERSON | 2010-2012 | 1 | $0 reported | 3 |
| Jeff Post (former) | DIRECTOR | 2010-2012 | 1 | $0 reported | 2 |
| Richard Heins (former) | DIRECTOR | 2010-2011 | 1 | $0 reported | 1 |
| Stephan Winninger (former) | DIRECTOR | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 11 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| APRIL CLOBES | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TY MUSE | VICE-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN JOHNSON | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KEITH SULTEMEIER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| MIKE SCHENK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TONITA WEBB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL CHENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATTY CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LILY NEWFARMER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARK MEYER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
| JEREMY TOLLEFSON | DIR OF EXECUTIVE RELATIONS/SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
2023 · 12 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| APRIL CLOBES | CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TY MUSE | VICE-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KEVIN JOHNSON | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| KEITH SULTEMEIER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| MIKE SCHENK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TONITA WEBB | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROB PURTELL | DIRECTOR (THRU AUGUST) | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL CHENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATTY CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LILY NEWFARMER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MARK MEYER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
| JEREMY TOLLEFSON | DIR OF EXECUTIVE RELATIONS/SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
2022 · 14 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEITH SULTEMEIER | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 5 |
| APRIL CLOBES | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| TY MUSE | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| TRACIE KENYON | DIRECTOR (THRU JANUARY) | 1 | $0 | $0 | $0 | $0 | 4 |
| MIKE SCHENK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MAURICE SMITH | DIRECTOR (THRU AUGUST) | 1 | $0 | $0 | $0 | $0 | 4 |
| ROB PURTELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL CHENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATTY CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| LILY NEWFARMER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KEVIN JOHNSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
| PATSY STEWART | CHIEF FINANCE & OPERATIONS OFFICER | 50 | $0 | $0 | $0 | $0 | 1 |
| JEREMY TOLLEFSON | DIR OF EXECUTIVE RELATIONS/SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
2021 · 12 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KEITH SULTEMEIER | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 5 |
| APRIL CLOBES | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| TY MUSE | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| TRACIE KENYON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MIKE SCHENK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MAURICE SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| ROB PURTELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BILL CHENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATTY CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
| PATSY STEWART | CHIEF FINANCE & OPERATIONS OFFICER | 50 | $0 | $0 | $0 | $0 | 1 |
| JEREMY TOLLEFSON | DIR OF EXECUTIVE RELATIONS / SECRETARY | 40 | $0 | $0 | $0 | $0 | 1 |
2020 · 11 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TRACIE KENYON | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| KEITH SULTEMEIER | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 5 |
| TY MUSE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| APRIL CLOBES | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SCHENK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROB PURTELL | DIRECTOR (BEG JAN 2021) | 1 | $0 | $0 | $0 | $0 | 2 |
| MAURICE SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| BOB TRUNZO | DIRECTOR (THRU JAN 2021) | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL CHENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| PATTY CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | PRESIDENT & CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2019 · 12 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TRACIE KENYON | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| KEITH SULTEMEIER | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 5 |
| TY MUSE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| APRIL CLOBES | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SCHENK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PAUL KUNDERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC DILLON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATTY CAMPBELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL CHENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| MARK MEYER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2018 · 12 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANGIE OWENS | CHAIRPERSON THRU JANUARY 24 | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | VICE CHAIRPERSON THRU JANUARY 24 | 1 | $0 | $0 | $0 | $0 | 1 |
| KEITH SULTEMEIER | DIRECTOR THRU JANUARY AND VICE CHAIRPERSON IN FEB | 1 | $0 | $0 | $0 | $0 | 5 |
| TRACIE KENYON | TREASURER THROUGH JANUARY THEN CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| MIKE SCHENK | SECRETARY THRU JANUARY AND DIRECTOR IN FEBRUARY | 1 | $0 | $0 | $0 | $0 | 2 |
| TY MUSE | SECRETARY BEGINNING JANUARY 24 | 1 | $0 | $0 | $0 | $0 | 2 |
| APRIL CLOBES | TREASURER BEGINNING JANUARY 24 | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL KUNDERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ERIC DILLON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2017 · 12 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANGIE OWENS | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| TRACIE KENYON | TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| JIM NUSSLE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 6 |
| MIKE SCHENK | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| PAUL KUNDERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHRUTI MIYASHIRO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KEITH SULTEMEIER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| ERIC DILLON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2016 · 11 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MAURICE SMITH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| ANGIE OWENS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| TRACIE KENYON | TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| JIM NUSSLE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 6 |
| PAUL KUNDERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHRUTI MIYASHIRO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| STEVE SULESKI | ADVISORY MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MIKE SCHENK | ADVISORY MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2015 · 10 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ANGIE OWENS | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE SMITH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| TRACIE KENYON | TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| JIM NUSSLE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 6 |
| PAUL KUNDERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL HAMPEL | ADVISORY MEMBER | 1 | $0 | $0 | $0 | $0 | 4 |
| STEVE SULESKI | ADVISORY MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2014 · 8 people listed · none paid · 0 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL KUNDERT | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE SMITH | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| TRACIE KENYON | TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| JIM NUSSLE | SECRETARY | 1 | $0 | $0 | $0 | $0 | 6 |
| JAN ROCHE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANGIE OWENS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2013 · 8 people listed · none paid · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL KUNDERT | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| MAURICE SMITH | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 4 |
| BILL CHENEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 6 |
| TRACIE KENYON | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| PATRICIA SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BOB TRUNZO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $0 | $0 | $0 | $0 | 2 |
2012 · 8 people listed · 1 paid, $361K · 0 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $329,311 | $0 | $31,869 | $361,180 | 2 |
| PAUL KUNDERT | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PATSY VAN OUWERKERK | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 3 |
| BILL CHENEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 6 |
| BRETT THOMPSON | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| PATRICIA SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFF POST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2011 · 9 people listed · 1 paid, $308K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK MEYER | CHIEF EXECUTIVE OFFICER | 60 | $307,889 | $0 | $0 | $307,889 | 2 |
| PATRICIA SMITH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL KUNDERT | VICE CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL CHENEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 6 |
| BRETT THOMPSON | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| JEFF POST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD HEINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATSY VAN OUWERKERK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JAN ROCHE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 11 people listed · 3 paid, $701K · 7 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARK MEYER | CHEIF EXECUTIVE OFFICER | 40 | $266,806 | $0 | $31,063 | $297,869 | 2 |
| GEORGE HOFHEIMER | CHIEF RESEARCH OFFICER | 40 | $180,944 | $0 | $22,144 | $203,088 | 1 |
| DENISE GABEL | CHIEF INNOVATION OFFICER | 40 | $177,198 | $0 | $22,394 | $199,592 | 1 |
| PATRICIA SMITH | CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| JAN ROCHE | VICE-CHAIRPERSON | 1 | $0 | $0 | $0 | $0 | 1 |
| BILL CHENEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 6 |
| BRETT THOMPSON | SECRETARY | 1 | $0 | $0 | $0 | $0 | 4 |
| JEFF POST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| STEPHAN WINNINGER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD HEINS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATSY VAN OUWERKERK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2024 · 4 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUNA MUTUAL GROUPTRUSTAGE | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $2,984,462 |
| HERMONEY MEDIA INC | NEW YORK, NY | FINANCIAL WELLNESS CONTENT SERVICES | $151,200 |
| LAMONT BLACK | CHICAGO, IL | RESEARCH AND CONSULTING SERVICES | $124,718 |
| TRACEY BOCKHOP | VERONA, WI | EVENT PLANNING SERVICES | $115,220 |
2023 · 4 contractors · $6.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $6,267,864 |
| INSIGHTS FIRST STRATEGIC MARKETING LLC | HIGHLANDS RANCH, CO | CONSULTING SERVICES | $200,000 |
| DOUG LEIGHTON | SAN MATEO, CA | CONSULTING SERVICES | $137,500 |
| HARK CONNECT | AUSTIN, TX | CONSULTING SERVICES | $104,526 |
2022 · 2 contractors · $6.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $6,147,348 |
| ANDREA ESPY | DANA POINT, CA | CONSULTING SERVICES | $137,374 |
2021 · 2 contractors · $5.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $5,434,815 |
| ANDREA ESPY | DANA POINT, CA | CONSULTING SERVICES | $141,491 |
2020 · 2 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $5,563,054 |
| TRULY FOCUSED SOLUTIONS | KELLER, TX | CONSULTING SERVICES | $120,400 |
2019 · 1 contractor · $6.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $6,319,211 |
2018 · 2 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $5,576,254 |
| NEXT STREET FINANCIAL LLC | NEW YORK, NY | CONSULTING SERVICES | $103,000 |
2017 · 5 contractors · $6.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $5,551,918 |
| IDEAL BUILDERS INC | MADISON, WI | CONSTRUCTION SERVICES | $255,544 |
| MCANTA LLC | MADISON, WI | CONSULTING SERVICES | $154,890 |
| SWINK LLC | MADISON, WI | CONSULTING SERVICES | $134,824 |
| WOODEN CONSULTING SERVICES | OREGON CITY, OR | CONSULTING SERVICES | $107,629 |
2016 · 2 contractors · $4.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $4,544,857 |
| BLUE WOLF GROUP LLC | NEW YORK, NY | CONSULTING SERVICES | $129,781 |
2015 · 1 contractor · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $2,949,828 |
2014 · 1 contractor · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $2,986,839 |
2013 · 1 contractor · $3.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUNA MUTUAL GROUP | MANAGEMENT AND ADMINISTRATIVE SERVICES | $3,184,547 |
2012 · 1 contractor · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUNA MUTUAL GROUP | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $2,614,267 |
2011 · 1 contractor · $1.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| CUNA MUTUAL GROUP | MADISON, WI | MANAGEMENT AND ADMINISTRATIVE SERVICES | $1,876,474 |
Trademarks
8 US trademarks, 7 live.
- Filene Research Institute, Inc. 8 marks, WI EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| THE COOPERATIVE TRUST | 98268992 | 2023-11-14 | Pending application | TRCFECO2, file of 2024-03-27 |
| CRASHER | 98261112 | 2023-11-08 | Pending application | TRCFECO2, file of 2024-03-27 |
| CRASH THE GAC | 98261104 | 2023-11-08 | Pending application | TRCFECO2, file of 2024-03-27 |
| CRASH | 98261101 | 2023-11-08 | Pending application | TRCFECO2, file of 2024-03-27 |
| FILENE I3 | 86882585 | 2016-01-21 | Registered | TRCFECO2, file of 2024-03-27 |
| FILENE * I3 | 86882582 | 2016-01-21 | Registered | TRCFECO2, file of 2024-03-27 |
| FILENE RESEARCH INSTITUTE | 85279417 | 2011-03-29 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| CU-HOMEWISE | 85025616 | 2010-04-28 | Abandoned | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $10,923,611 | $10,195,724 | $16,394,593 | $14,311,205 | $9,624,573 | $1,009,806 | $0 | 0 | 11 |
| 2023 · Form 990 | ||||||||
| $9,098,907 | $9,163,206 | $15,454,499 | $13,293,556 | $8,396,360 | $586,519 | $0 | 0 | 10 |
| 2022 · Form 990 | ||||||||
| $8,172,458 | $8,444,014 | $15,248,471 | $12,969,619 | $7,473,926 | $540,840 | $0 | 0 | 11 |
| 2021 · Form 990 | ||||||||
| $8,184,489 | $7,646,292 | $14,627,615 | $13,085,434 | $7,493,362 | $630,049 | $0 | 0 | 9 |
| 2020 · Form 990 | ||||||||
| $7,960,139 | $7,418,239 | $14,328,197 | $12,633,163 | $7,298,178 | $589,970 | $0 | 0 | 10 |
| 2019 · Form 990 | ||||||||
| $10,102,854 | $8,425,478 | $14,025,616 | $12,129,525 | $9,302,481 | $712,050 | $0 | 0 | 11 |
| 2018 · Form 990 | ||||||||
| $9,124,558 | $7,649,620 | $12,051,372 | $10,427,124 | $7,713,531 | $1,333,649 | $0 | 0 | 11 |
| 2017 · Form 990 | ||||||||
| $7,167,298 | $7,632,505 | $10,469,745 | $8,910,765 | $5,307,826 | $1,790,254 | $0 | 0 | 11 |
| 2016 · Form 990 | ||||||||
| $7,892,261 | $6,122,449 | $10,947,895 | $9,420,875 | $6,179,338 | $1,696,902 | $0 | 0 | 10 |
| 2015 · Form 990 | ||||||||
| $8,090,567 | $5,338,428 | $8,741,168 | $7,660,156 | $6,807,075 | $1,046,485 | $0 | 0 | 9 |
| 2014 · Form 990 | ||||||||
| $6,071,436 | $5,001,987 | $5,736,048 | $4,914,231 | $4,846,020 | $1,199,931 | $0 | 0 | 9 |
| 2013 · Form 990 | ||||||||
| $4,828,834 | $4,972,744 | $4,613,876 | $3,877,669 | $3,932,120 | $872,476 | $0 | 0 | 7 |
| 2012 · Form 990 | ||||||||
| $4,098,631 | $4,281,586 | $4,600,024 | $4,025,444 | $3,385,484 | $671,998 | $360,535 | 0 | 7 |
| 2011 · Form 990 | ||||||||
| $4,334,010 | $3,496,579 | $4,969,389 | $4,299,948 | $3,496,232 | $822,931 | $319,673 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $3,130,922 | $2,581,127 | $3,700,600 | $3,463,340 | $2,904,537 | $205,006 | $718,781 | 7 | 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.
- CONSUMER FEDERATION OF AMERICA INC Washington, DC · 2 people in common (Bill Cheney, Mike Schenk)
- NATIONAL CREDIT UNION FOUNDATION INC Madison, WI · 2 people in common (Bill Cheney, Lily Newfarmer)
- AFRICAN AMERICAN CREDIT UNION COALITION Snellville, GA · 2 people in common (Tonita Webb, Ty Muse)
- CREDIT UNION NATIONAL ASSOCIATION INC Madison, WI · 1 person in common (Keith Sultemeier)
- COOPERATIVE LEAGUE OF THE UNITED STATES OF AMERICA Washington, DC · 1 person in common (Bill Cheney)
- CALIFORNIA CREDIT UNION LEAGUE Ontario, CA · 1 person in common (Keith Sultemeier)
- WESTERN CUNA MANAGEMENT SCHOOL Ontario, CA · 1 person in common (Bill Cheney)
- CORNERSTONE CREDIT UNION FOUNDATION Plano, TX · 1 person in common (Lily Newfarmer)
- AMERICAN ASSOCIATION OF CREDIT UNION LEAGUES Washington, DC · 1 person in common (Keith Sultemeier)
- RICHARD MYLES JOHNSON FOUNDATION Ontario, CA · 1 person in common (Bill Cheney)
- AMERICAS CREDIT UNION MUSEUM FOUNDATION Marlborough, MA · 1 person in common (Mark Meyer)
- NATIONAL ASSOCIATION OF FEDERALLY- Arlington, VA · 1 person in common (Keith Sultemeier)
Funders of this organization
25 grantors reported grants to this organization, $3,571,160 in all, tax years 2010 to 2025. 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 |
|---|---|---|---|---|---|---|---|---|
| FORD FOUNDATION | Private foundation | Fuzzy filed as “Filene Research institute inc”, “Filene Research Institute Inc” | 2013-2018 | 6 | $1,400,000 | 2018 | $120,000 | show |
| TARGET FOUNDATION | Private foundation | Fuzzy filed as “FILENE RESEARCH INSTITUTE INC” | 2021-2022 | 2 | $380,000 | 2022 | $180,000 | show |
| FINANCIAL HEALTH NETWORK INC | Public charity | Exact | 2011 | 1 | $310,000 | 2011 | $310,000 | show |
| EWING MARION KAUFFMAN FOUNDATION | Private foundation | Fuzzy filed as “FILENE RESEARCH INSTITUTE INC” | 2022 | 1 | $300,000 | 2022 | $300,000 | show |
| UNIVERSITY OF WISCONSIN CREDIT UNION | Public charity | Exact | 2019 | 1 | $250,000 | 2019 | $250,000 | show |
| DEFENSE CREDIT UNION COUNCIL INC | Public charity | Exact | 2020-2024 | 5 | $235,000 | 2024 | $25,000 | show |
| CREDIT UNIONS IN THE STATE OF CALIFORNIA | Public charity | Exact | 2012, 2021-2022, 2025 | 4 | $205,000 | 2025 | $100,000 | show |
| ONEAZ CREDIT UNION | Public charity | Exact | 2024 | 1 | $62,500 | 2024 | $62,500 | show |
| ST DAVIDS FOUNDATION | Public charity | Fuzzy filed as “FILENE RESEARCH INSTITUTE INC” | 2021 | 1 | $50,000 | 2021 | $50,000 | show |
| VANTAGE WEST CREDIT UNION | Public charity | Exact | 2023-2024 | 2 | $47,917 | 2024 | $22,917 | show |
| NATIONAL ASSOCIATION OF FEDERALLY- | Public charity | Exact | 2018-2021, 2023 | 5 | $47,500 | 2023 | $10,000 | show |
| OHIO CREDIT UNION LEAGUE | Public charity | Exact | 2011-2012, 2017 | 3 | $42,768 | 2017 | $12,768 | show |
| WISCONSIN CREDIT UNION LEAGUE INC | Public charity | Exact | 2017-2018 | 2 | $41,910 | 2018 | $20,701 | show |
| CONNEXUS ASSOCIATION INC | Public charity | Exact | 2016-2019 | 4 | $40,000 | 2019 | $10,000 | show |
| NATIONAL CREDIT UNION FOUNDATION INC | Public charity | Exact | 2014-2015 | 2 | $26,000 | 2015 | $6,500 | show |
| ALBUQUERQUE COMMUNITY FOUNDATION | DAF sponsor | Exact | 2021 | 1 | $25,000 | 2021 | $25,000 | show |
| MICHIGAN CREDIT UNION LEAGUE | Public charity | Exact | 2010, 2012-2013 | 3 | $22,000 | 2013 | $7,000 | show |
| MOUNTAIN WEST CREDIT UNION ASSOCIATION | Public charity | Exact | 2020-2021 | 2 | $20,000 | 2021 | $10,000 | show |
| OREGON STATE CREDIT UNION | Public charity | Exact | 2024 | 1 | $15,000 | 2024 | $15,000 | show |
| CREDIT UNION EXECUTIVES SOCIETY | Public charity | Exact | 2024 | 1 | $12,500 | 2024 | $12,500 | show |
| METRO CREDIT UNION | Public charity | Exact | 2023 | 1 | $10,000 | 2023 | $10,000 | show |
| SERVICE CREDIT UNION | Public charity | Exact | 2019 | 1 | $10,000 | 2019 | $10,000 | show |
| FIRSTMARK CREDIT UNION | Public charity | Exact | 2017 | 1 | $10,000 | 2017 | $10,000 | show |
| WESTCONSIN CREDIT UNION | Public charity | Exact | 2019 | 1 | $8,000 | 2019 | $8,000 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “FILENE RESEARCH INSTITUTE INC” | 2020-2023 | 4 | $65 | 2023 | $24 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | CA | W60 | $6,825,721 | $5,784,612 | President & CEO | $220,969 | Same NTEE code W60, revenue within 2x |
| 501 PROPERTY INC | TX | W60 | $7,072,711 | $145,470 | DIRECTOR | $0 | Same NTEE code W60, revenue within 2x |
| INDIANA SECONDARY MARKET FOR EDUCATION LOANS INC | IN | W60 | $16,015,983 | $13,040,212 | CEO & PRESIDENT | $506,699 | Same NTEE code W60, revenue within 2x |
| AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS | IL | W60 | $5,894,187 | $5,777,543 | PRESIDENT | $207,443 | Same NTEE code W60, revenue within 2x |
| FRIENDS FIDUCIARY CORPORATION | PA | W60 | $7,266,468 | $6,830,548 | EXECUTIVE DIRECTOR | $345,315 | Same NTEE code W60, revenue within 2x |
| STABLE HOME FUND | NY | W60 | $6,266,793 | $3,283,138 | BOARD CHAIR | $0 | Same NTEE code W60, revenue within 2x |
| STUDENT ASSISTANCE FOUNDATION OF MONTANA | MT | W60 | $8,684,821 | $4,478,614 | PRESIDENT/CEO SAF, CEO MHESAC | $260,498 | Same NTEE code W60, revenue within 2x |
| MISSISSIPPI HIGHER EDUCATION ASSISTANCE CORPORATION | MS | W60 | $8,626,790 | $7,762,746 | President/CEO | $364,027 | Same NTEE code W60, revenue within 2x |
| AKIPTAN | SD | W60 | $9,054,895 | $3,169,682 | EXECUTIVE DI | $173,231 | Same NTEE code W60, revenue within 2x |
| CREDIT UNION OF ATLANTA | GA | W60 | $5,776,317 | $5,530,428 | CEO | $176,453 | Same NTEE code W60, revenue within 2x |
| TREMONT CREDIT UNION | MA | W60 | $14,269,021 | $14,911,952 | CEO | $500,968 | Same NTEE code W60, revenue within 2x |
| SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON | FL | W60 | $3,094,619 | $2,138,404 | Executive Director | $183,723 | Same NTEE code W60, revenue within 5x |
| PACIFIC PENSION & INVESTMENT INSTITUTE | CA | W60 | $4,008,627 | $3,609,952 | PRESIDENT | $629,213 | Same NTEE code W60, revenue within 5x |
| NATIONAL BANKERS ASSOCIATION INC | DC | W60 | $2,356,113 | $2,039,247 | PRESIDENT & CEO | $522,811 | Same NTEE code W60, revenue within 5x |
| BENEFICIAL STATE FOUNDATION | CA | W60 | $5,346,285 | $5,623,982 | EXEC DIR AND CHIEF IMPACT OFFICER | $226,226 | Same NTEE code W60, revenue within 5x |
| ESSENTIAL CREDIT UNION | LA | W60 | $27,571,407 | $31,034,441 | CEO | $434,660 | Same NTEE code W60, revenue within 5x |
| THE LANDMARKS FINANCIAL CORPORATION | PA | W60 | $40,438,468 | $2,470,279 | PRESIDENT | $419,182 | Same NTEE code W60, revenue within 5x |
| CONNECTICUT STUDENT LOAN FOUNDTION | CT | W60 | $3,501,033 | $3,104,925 | EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026 | $348,976 | Same NTEE code W60, revenue within 5x |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | CA | W60 | $3,389,390 | $2,951,827 | EXECUTIVE DIRECTOR | $319,261 | Same NTEE code W60, revenue within 5x |
| C S B S EDUCATION FOUNDATION | DC | W60 | $4,704,572 | $4,770,794 | PRESIDENT AND CEO, SECRETARY | $939,303 | Same NTEE code W60, revenue within 5x |
| HELIOS EDUCATION FOUNDATION | AZ | W60 | $52,419,531 | $39,635,771 | PRESIDENT AND CEO | $724,642 | Same NTEE code W60, revenue within 5x |
| TRUE ACCESS CAPITAL CORPORATION | DE | W60 | $4,611,925 | $3,764,504 | PRESIDENT & CEO | $206,039 | Same NTEE code W60, revenue within 5x |
| GRADUATE SCHOOL OF BANKING AT COLORADO | CO | W60 | $3,344,534 | $3,329,684 | PRESIDENT | $333,246 | Same NTEE code W60, revenue within 5x |
| COLLEGE FUTURES FOUNDATION | CA | W60 | $46,329,971 | $38,109,372 | PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO | $664,650 | Same NTEE code W60, revenue within 5x |
| MELMAC EDUCATION FOUNDATION | ME | W60 | $4,316,099 | $2,326,118 | EXECUTIVE DIRECTOR | $191,361 | Same NTEE code W60, 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.
2024 · Form 990 · $10,195,724 spent · pay $0 · grants $0 · events $773,199
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $6,074,981 | $4,198,590 | $690,339 | $1,186,052 | 59.6% | |
| Fees: other services | $1,579,228 | $1,483,255 | $44,462 | $51,511 | 15.5% | |
| Travel | $872,797 | $771,503 | $35,405 | $65,889 | 8.6% | |
| Conferences, conventions and meetings | $773,199 | $744,809 | $27,911 | $479 | 7.6% | |
| Information technology | $434,415 | $296,880 | $60,149 | $77,386 | 4.3% | |
| Depreciation and depletion | $101,499 | $61,434 | $22,036 | $18,029 | 1.0% | |
| Office expenses | $77,218 | $44,926 | $12,614 | $19,678 | 0.8% | |
| Advertising and promotion | $71,063 | $48,258 | $9,507 | $13,298 | 0.7% | |
| Fees: accounting | $69,387 | - | $69,387 | - | 0.7% | |
| Occupancy | $42,986 | $26,018 | $9,333 | $7,635 | 0.4% | |
| Fees: legal | $40,199 | - | $40,199 | - | 0.4% | |
| All other expenses | $35,780 | $5,147 | $30,633 | - | 0.4% | |
| Insurance | $14,633 | $10,113 | $1,663 | $2,857 | 0.1% | |
| Fees: investment management | $8,339 | - | $8,339 | - | 0.1% | |
| Total | $10,195,724 | 100% |
2023 · Form 990 · $9,163,206 spent · pay $0 · grants $0 · events $472,825
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $6,919,490 | $5,293,428 | $717,957 | $908,105 | 75.5% | |
| Travel | $685,561 | $583,706 | $40,161 | $61,694 | 7.5% | |
| Conferences, conventions and meetings | $472,825 | $449,911 | $22,914 | - | 5.2% | |
| Information technology | $452,003 | $313,803 | $61,982 | $76,218 | 4.9% | |
| Occupancy | $200,454 | $122,143 | $43,073 | $35,238 | 2.2% | |
| Depreciation and depletion | $138,660 | $84,461 | $29,809 | $24,390 | 1.5% | |
| Advertising and promotion | $76,935 | $58,804 | $562 | $17,569 | 0.8% | |
| Office expenses | $73,980 | $17,376 | $13,020 | $43,584 | 0.8% | |
| Fees: accounting | $60,485 | - | $60,485 | - | 0.7% | |
| All other expenses | $41,212 | $15,051 | $24,893 | $1,268 | 0.4% | |
| Fees: legal | $19,171 | - | $19,171 | - | 0.2% | |
| Insurance | $14,221 | $10,069 | $1,839 | $2,313 | 0.2% | |
| Fees: investment management | $8,209 | - | $8,209 | - | 0.1% | |
| Total | $9,163,206 | 100% |
2022 · Form 990 · $8,444,014 spent · pay $0 · grants $0 · events $815,994
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $6,262,380 | $4,988,311 | $451,773 | $822,296 | 74.2% | |
| Conferences, conventions and meetings | $815,994 | $673,667 | $137,477 | $4,850 | 9.7% | |
| Information technology | $378,505 | $263,365 | $44,736 | $70,404 | 4.5% | |
| Travel | $349,692 | $307,346 | $11,896 | $30,450 | 4.1% | |
| Occupancy | $280,677 | $190,466 | $45,105 | $45,106 | 3.3% | |
| Depreciation and depletion | $147,294 | $99,949 | $23,673 | $23,672 | 1.7% | |
| Fees: accounting | $66,804 | - | $66,804 | - | 0.8% | |
| Office expenses | $54,768 | $15,655 | $8,701 | $30,412 | 0.6% | |
| All other expenses | $34,024 | $6,149 | $27,825 | $50 | 0.4% | |
| Advertising and promotion | $25,124 | - | - | $25,124 | 0.3% | |
| Insurance | $15,106 | $11,356 | $1,295 | $2,455 | 0.2% | |
| Fees: investment management | $7,748 | - | $7,748 | - | 0.1% | |
| Fees: legal | $5,898 | - | $5,898 | - | 0.1% | |
| Total | $8,444,014 | 100% |
2021 · Form 990 · $7,646,292 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $5,975,492 | $3,936,642 | $1,003,252 | $1,035,598 | 78.1% | |
| Travel | $539,069 | $480,268 | $25,379 | $33,422 | 7.1% | |
| Information technology | $479,946 | $370,581 | $30,084 | $79,281 | 6.3% | |
| Occupancy | $295,257 | $206,723 | $33,528 | $55,006 | 3.9% | |
| Depreciation and depletion | $177,354 | $121,848 | $21,021 | $34,485 | 2.3% | |
| Office expenses | $89,786 | $42,184 | $7,655 | $39,947 | 1.2% | |
| Fees: accounting | $24,915 | - | $24,915 | - | 0.3% | |
| Advertising and promotion | $22,850 | - | - | $22,850 | 0.3% | |
| All other expenses | $16,591 | $7,315 | $9,276 | - | 0.2% | |
| Insurance | $15,212 | $9,146 | $3,011 | $3,055 | 0.2% | |
| Fees: investment management | $7,297 | - | $7,297 | - | 0.1% | |
| Fees: legal | $2,523 | - | $2,523 | - | 0.0% | |
| Total | $7,646,292 | 100% |
2020 · Form 990 · $7,418,239 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $6,150,675 | $3,957,547 | $1,065,723 | $1,127,405 | 82.9% | |
| Information technology | $408,943 | $283,063 | $39,965 | $85,915 | 5.5% | |
| Occupancy | $316,476 | $218,424 | $42,357 | $55,695 | 4.3% | |
| Depreciation and depletion | $241,229 | $155,214 | $37,157 | $48,858 | 3.3% | |
| Travel | $99,001 | $73,094 | $11,222 | $14,685 | 1.3% | |
| Office expenses | $94,083 | $67,246 | $9,939 | $16,898 | 1.3% | |
| Fees: accounting | $30,033 | - | $30,033 | - | 0.4% | |
| All other expenses | $22,384 | $3,480 | $18,904 | - | 0.3% | |
| Advertising and promotion | $21,652 | - | - | $21,652 | 0.3% | |
| Insurance | $15,368 | $9,212 | $3,058 | $3,098 | 0.2% | |
| Fees: legal | $11,028 | $7,313 | $3,715 | - | 0.1% | |
| Fees: investment management | $7,367 | - | $7,367 | - | 0.1% | |
| Total | $7,418,239 | 100% |
2019 · Form 990 · $8,425,478 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $6,265,172 | $4,179,996 | $1,039,980 | $1,045,196 | 74.4% | |
| Travel | $840,116 | $780,862 | $28,527 | $30,727 | 10.0% | |
| Information technology | $516,986 | $392,500 | $52,264 | $72,222 | 6.1% | |
| Occupancy | $313,269 | $205,164 | $52,046 | $56,059 | 3.7% | |
| Depreciation and depletion | $234,523 | $141,500 | $44,785 | $48,238 | 2.8% | |
| Office expenses | $120,456 | $84,843 | $16,951 | $18,662 | 1.4% | |
| Fees: accounting | $47,091 | - | $47,091 | - | 0.6% | |
| All other expenses | $38,942 | $20,694 | $18,125 | $123 | 0.5% | |
| Advertising and promotion | $22,143 | - | - | $22,143 | 0.3% | |
| Insurance | $16,602 | $10,045 | $3,275 | $3,282 | 0.2% | |
| Fees: investment management | $8,643 | - | $8,643 | - | 0.1% | |
| Fees: legal | $1,535 | - | $1,535 | - | 0.0% | |
| Total | $8,425,478 | 100% |
2018 · Form 990 · $7,649,620 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $5,953,554 | $4,055,966 | $927,512 | $970,076 | 77.8% | |
| Travel | $605,626 | $535,470 | $26,762 | $43,394 | 7.9% | |
| Information technology | $338,703 | $238,519 | $46,435 | $53,749 | 4.4% | |
| Occupancy | $316,961 | $214,881 | $50,825 | $51,255 | 4.1% | |
| Depreciation and depletion | $205,913 | $127,200 | $39,190 | $39,523 | 2.7% | |
| Office expenses | $110,398 | $88,577 | $9,184 | $12,637 | 1.4% | |
| Fees: accounting | $42,581 | - | $42,581 | - | 0.6% | |
| Advertising and promotion | $29,587 | - | $4,339 | $25,248 | 0.4% | |
| All other expenses | $20,771 | $8,861 | $11,778 | $132 | 0.3% | |
| Insurance | $16,500 | $10,228 | $3,038 | $3,234 | 0.2% | |
| Fees: investment management | $8,336 | - | $8,336 | - | 0.1% | |
| Fees: legal | $690 | - | $690 | - | 0.0% | |
| Total | $7,649,620 | 100% |
2017 · Form 990 · $7,632,505 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $5,873,831 | $4,609,529 | $653,113 | $611,189 | 77.0% | |
| Travel | $757,821 | $694,190 | $15,675 | $47,956 | 9.9% | |
| Information technology | $352,249 | $296,940 | $27,093 | $28,216 | 4.6% | |
| Occupancy | $260,865 | $200,229 | $29,550 | $31,086 | 3.4% | |
| Office expenses | $149,298 | $118,606 | $9,459 | $21,233 | 2.0% | |
| Depreciation and depletion | $106,541 | $78,841 | $13,850 | $13,850 | 1.4% | |
| Advertising and promotion | $47,508 | $30,914 | $455 | $16,139 | 0.6% | |
| Fees: accounting | $30,467 | - | $30,467 | - | 0.4% | |
| All other expenses | $25,104 | $9,638 | $15,447 | $19 | 0.3% | |
| Insurance | $15,222 | $11,264 | $1,979 | $1,979 | 0.2% | |
| Fees: investment management | $8,231 | - | $8,231 | - | 0.1% | |
| Fees: legal | $5,368 | - | $5,368 | - | 0.1% | |
| Total | $7,632,505 | 100% |
2016 · Form 990 · $6,122,449 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $4,880,231 | $3,855,744 | $620,628 | $403,859 | 79.7% | |
| Travel | $517,133 | $475,885 | $14,360 | $26,888 | 8.4% | |
| Information technology | $283,194 | $249,626 | $19,056 | $14,512 | 4.6% | |
| Occupancy | $175,547 | $141,536 | $19,177 | $14,834 | 2.9% | |
| Office expenses | $120,099 | $102,978 | $8,062 | $9,059 | 2.0% | |
| Fees: accounting | $30,837 | - | $30,837 | - | 0.5% | |
| All other expenses | $27,692 | $25,092 | $1,181 | $1,419 | 0.5% | |
| Advertising and promotion | $24,813 | $15,137 | $82 | $9,594 | 0.4% | |
| Fees: legal | $23,297 | - | $23,297 | - | 0.4% | |
| Depreciation and depletion | $22,855 | $18,055 | $2,743 | $2,057 | 0.4% | |
| Insurance | $13,768 | $10,877 | $1,652 | $1,239 | 0.2% | |
| Fees: investment management | $2,983 | - | $2,983 | - | 0.0% | |
| Total | $6,122,449 | 100% |
2015 · Form 990 · $5,338,428 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $4,263,126 | $3,426,097 | $510,277 | $326,752 | 79.9% | |
| Travel | $410,715 | $391,416 | $10,991 | $8,308 | 7.7% | |
| Occupancy | $187,388 | $149,258 | $24,081 | $14,049 | 3.5% | |
| Information technology | $166,588 | $134,856 | $19,823 | $11,909 | 3.1% | |
| Office expenses | $100,899 | $77,943 | $13,034 | $9,922 | 1.9% | |
| All other expenses | $79,712 | $73,152 | $2,994 | $3,566 | 1.5% | |
| Advertising and promotion | $37,267 | $5,082 | - | $32,185 | 0.7% | |
| Fees: accounting | $33,395 | - | $33,395 | - | 0.6% | |
| Depreciation and depletion | $30,327 | $22,986 | $4,694 | $2,647 | 0.6% | |
| Insurance | $14,037 | $10,640 | $2,172 | $1,225 | 0.3% | |
| Fees: legal | $12,001 | - | $12,001 | - | 0.2% | |
| Fees: investment management | $2,973 | - | $2,973 | - | 0.1% | |
| Total | $5,338,428 | 100% |
2014 · Form 990 · $5,001,987 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $4,090,842 | $3,299,582 | $535,792 | $255,468 | 81.8% | |
| Travel | $292,461 | $279,408 | $8,898 | $4,155 | 5.8% | |
| Occupancy | $171,666 | $132,147 | $26,566 | $12,953 | 3.4% | |
| Information technology | $145,194 | $116,988 | $18,580 | $9,626 | 2.9% | |
| Office expenses | $83,987 | $63,905 | $12,114 | $7,968 | 1.7% | |
| Depreciation and depletion | $69,610 | $51,625 | $12,260 | $5,725 | 1.4% | |
| Fees: accounting | $50,214 | $43,882 | $6,332 | - | 1.0% | |
| Advertising and promotion | $39,597 | $30,662 | - | $8,935 | 0.8% | |
| All other expenses | $32,038 | $29,575 | $929 | $1,534 | 0.6% | |
| Insurance | $13,685 | $10,149 | $2,410 | $1,126 | 0.3% | |
| Fees: legal | $9,300 | $4,622 | $1,173 | $3,505 | 0.2% | |
| Fees: investment management | $3,393 | - | $3,393 | - | 0.1% | |
| Total | $5,001,987 | 100% |
2013 · Form 990 · $4,972,744 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $4,082,103 | $3,287,645 | $574,164 | $220,294 | 82.1% | |
| Occupancy | $234,104 | $194,780 | $27,501 | $11,823 | 4.7% | |
| Information technology | $169,082 | $133,997 | $24,603 | $10,482 | 3.4% | |
| Travel | $163,471 | $121,455 | $29,557 | $12,459 | 3.3% | |
| Office expenses | $99,985 | $74,709 | $17,041 | $8,235 | 2.0% | |
| Depreciation and depletion | $72,545 | $53,898 | $13,118 | $5,529 | 1.5% | |
| Advertising and promotion | $64,318 | $11,611 | - | $52,707 | 1.3% | |
| All other expenses | $40,080 | $29,778 | $7,247 | $3,055 | 0.8% | |
| Fees: accounting | $30,994 | $24,583 | $5,982 | $429 | 0.6% | |
| Insurance | $12,034 | $8,941 | $2,176 | $917 | 0.2% | |
| Fees: legal | $2,093 | - | - | $2,093 | 0.0% | |
| Fees: investment management | $1,935 | - | $1,935 | - | 0.0% | |
| Total | $4,972,744 | 100% |
2012 · Form 990 · $4,281,586 spent · pay $360,535 · grants $1,042,411 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $1,948,260 | $1,447,326 | $267,532 | $233,402 | 45.5% | |
| Grants to US individuals | $1,042,411 | $1,042,411 | - | - | 24.3% | |
| Pay: officers, directors, trustees, key employees | $360,535 | $263,144 | $52,013 | $45,378 | 8.4% | |
| Travel | $290,269 | $220,907 | $59,504 | $9,858 | 6.8% | |
| Occupancy | $178,529 | $142,257 | $23,400 | $12,872 | 4.2% | |
| Office expenses | $146,894 | $107,214 | $21,191 | $18,489 | 3.4% | |
| Advertising and promotion | $117,635 | $1,312 | $2,599 | $113,724 | 2.7% | |
| Information technology | $61,951 | $45,216 | $8,938 | $7,797 | 1.4% | |
| Depreciation and depletion | $58,709 | $42,850 | $8,470 | $7,389 | 1.4% | |
| All other expenses | $41,142 | $30,029 | $5,935 | $5,178 | 1.0% | |
| Fees: accounting | $25,643 | - | $25,643 | - | 0.6% | |
| Insurance | $7,501 | $5,475 | $1,307 | $719 | 0.2% | |
| Fees: investment management | $2,107 | - | $2,107 | - | 0.0% | |
| Total | $4,281,586 | 100% |
2011 · Form 990 · $3,496,579 spent · pay $319,673 · grants $1,006,299 · events $164,606
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $1,570,800 | $1,162,027 | $251,382 | $157,391 | 44.9% | |
| Grants to US individuals | $1,006,299 | $1,006,299 | - | - | 28.8% | |
| Pay: officers, directors, trustees, key employees | $319,673 | $235,735 | $51,619 | $32,319 | 9.1% | |
| Conferences, conventions and meetings | $164,606 | $127,847 | $8,597 | $28,162 | 4.7% | |
| Office expenses | $157,737 | $51,869 | $84,048 | $21,820 | 4.5% | |
| Travel | $155,635 | $68,479 | $66,923 | $20,233 | 4.5% | |
| Occupancy | $55,550 | $22,220 | $27,775 | $5,555 | 1.6% | |
| Information technology | $27,903 | $11,161 | $13,952 | $2,790 | 0.8% | |
| All other expenses | $12,921 | $5,168 | $6,461 | $1,292 | 0.4% | |
| Insurance | $9,184 | $3,674 | $4,592 | $918 | 0.3% | |
| Depreciation and depletion | $8,770 | $3,508 | $4,385 | $877 | 0.3% | |
| Fees: accounting | $6,400 | $3,544 | $2,856 | - | 0.2% | |
| Interest | $1,101 | $440 | $551 | $110 | 0.0% | |
| Total | $3,496,579 | 100% |
2010 · Form 990 · $2,581,127 spent · pay $1,326,929 · grants $787,313 · events $116,831
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $787,313 | $787,313 | - | - | 30.5% | |
| Pay: officers, directors, trustees, key employees | $718,781 | $531,609 | $112,806 | $74,366 | 27.8% | |
| Other employee benefits | $305,250 | $225,762 | $47,906 | $31,582 | 11.8% | |
| Other salaries and wages | $177,626 | $131,373 | $27,875 | $18,378 | 6.9% | |
| Office expenses | $130,798 | $36,198 | $72,178 | $22,422 | 5.1% | |
| Travel | $118,094 | $51,961 | $15,352 | $50,781 | 4.6% | |
| Conferences, conventions and meetings | $116,831 | $84,215 | $2,085 | $30,531 | 4.5% | |
| Payroll taxes | $70,956 | $52,479 | $11,136 | $7,341 | 2.7% | |
| Pension plan contributions | $54,316 | $40,172 | $8,524 | $5,620 | 2.1% | |
| Occupancy | $53,606 | $22,172 | $26,195 | $5,239 | 2.1% | |
| Information technology | $12,911 | $5,340 | $6,309 | $1,262 | 0.5% | |
| Advertising and promotion | $12,063 | $4,989 | $5,895 | $1,179 | 0.5% | |
| Fees: other services | $10,866 | $10,866 | - | - | 0.4% | |
| Fees: accounting | $6,250 | - | $6,250 | - | 0.2% | |
| Insurance | $5,466 | $2,261 | $2,671 | $534 | 0.2% | |
| Total | $2,581,127 | 100% |
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