INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA

Cite this

Plain text INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/insurance-and-benefits-tr-of-peace-officers-research-assoc-of-ca-686068469. Retrieved 2026-11-02.

APA furp.org. (n.d.). INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 2, 2026, from https://furp.org/org/insurance-and-benefits-tr-of-peace-officers-research-assoc-of-ca-686068469

MLA “INSURANCE AND BENEFITS TR OF PEACE OFFICERS RESEARCH ASSOC OF CA.” furp.org, tax years 2014–2024, https://furp.org/org/insurance-and-benefits-tr-of-peace-officers-research-assoc-of-ca-686068469. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $243.4M · expenses $216.9M · assets $165.6M

Also known as
SAFETY AND NON-SAFETY
EIN
68-6068469
Address
2960 ADVANTAGE WAY, SACRAMENTO, CA 95834-9666
NTEE code
Y43
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
March 2012 (when the IRS recognized its exemption)
IRS status
Exempt: reinstated July 15, 2011 after an automatic revocation on May 15, 2010 IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

TO PROVIDE DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, CANCER, ACCIDENT AND HOSPITAL BENEFITS TO MEMBERS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Maria Jimenez COO2019-2024 $454,777$1,923,625 1
Jody Brown INSURANCE SERVICES MANAGER2022-2024 $153,861$434,413 1
Stacie Racho-Ortiz HR AND OFFICE MANAGER2023-2024 $152,333$281,647 1
Victoria Benuto (former) ACCOUNTANT2022 $137,313$137,313 1

Officers and directors, no compensation reported

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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Richard Buss CHAIRMAN2016-2024 5 $0 reported 4
Damon Kurtz PRESIDENTS APPOINTEE-TERM.7/242014-2024 5 $0 reported 5
Benjamin Therriault PRESIDENTS APPOINTEE-EFF.8/242024 5 $0 reported 3
Gary Frace TRUSTEE2018-2024 5 $0 reported 2
Steve Latham TRUSTEE2021-2024 5 $0 reported 2
Cody Green TRUSTEE2015-2024 5 $0 reported 3
Bryan Hubbard VICE CHAIRMAN2020-2024 5 $0 reported 1
Dustin Bruzee TRUSTEE2021-2024 5 $0 reported 1
Roger Garcia TREASURER2018-2024 5 $0 reported 1
Franco Vado Trustee2014-2024 5 $0 reported 1
Dave Wilson TRUSTEE2021-2024 5 $0 reported 1
Josh Kirtlan trustee - term. 5/242023-2024 5 $0 reported 1
Chessa Maita TRUSTEE - EFF.8/242024 5 $0 reported 3
Patrick Martin (former) TRUSTEE (THRU NOV 2022)2020-2022 5 $0 reported 1
Shane Talbot (former) TRUSTEE2014-2020 5 $0 reported 2
Israel Reyes (former) TREASURER2018-2020 5 $0 reported 2
Rusty Rea (former) SECRETARY2014-2020 5 $0 reported 1
Joey Schlemmer (former) TRUSTEE2014-2019 5 $0 reported 1
Patrick Martin Oct-Dec (former) TRUSTEE2019 5 $0 reported 1
Pat Mcnelis (former) TRUSTEE2018 5 $0 reported 1
Michael Mick Boyd (former) TRUSTEE2015-2017 5 $0 reported 4
Brent Meyer (former) TRUSTEE2015-2017 5 $0 reported 4
Bill Daniels (former) TRUSTEE2014-2017 5 $0 reported 1
Gary France (former) TRUSTEE2015-2017 5 $0 reported 1
Brent Meye (former) TRUSTEE2016 5 $0 reported 1
Robert Trostle (former) TRUSTEE2015 5 $0 reported 5
William Daniels (former) TRUSTEE2015 5 $0 reported 1
Mike Solis (former) TRUSTEE2014 5 $0 reported 3
Shaun Du Fosee (former) TRUSTEE2014 5 $0 reported 1
Michael Durant (former) TRUSTEE2014 5 $0 reported 3
Ken Lutz (former) TRUSTEE2014 5 $0 reported 4
Scott Nelson (former) TRUSTEE2014 5 $0 reported 1

People by year

2024 · 16 people listed · 3 paid, $761K · 28 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIA JIMENEZ COO40 $375,380$0$79,397 $454,7771
JODY BROWN INSURANCE SERVICES MANAGER40 $111,427$0$42,434 $153,8611
STACIE RACHO-ORTIZ HR AND OFFICE MANAGER40 $108,980$0$43,353 $152,3331
RICHARD BUSS CHAIRMAN5 $0$0$0 $04
BRYAN HUBBARD VICE CHAIRMAN5 $0$0$0 $01
DUSTIN BRUZEE TRUSTEE5 $0$0$0 $01
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TREASURER5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
STEVE LATHAM TRUSTEE5 $0$0$0 $02
DAMON KURTZ PRESIDENTS APPOINTEE-TERM.7/245 $0$0$0 $05
FRANCO VADO Trustee5 $0$0$0 $01
DAVE WILSON TRUSTEE5 $0$0$0 $01
JOSH KIRTLAN trustee - term. 5/245 $0$0$0 $01
BENJAMIN THERRIAULT PRESIDENTS APPOINTEE-EFF.8/245 $0$0$0 $03
CHESSA MAITA TRUSTEE - EFF.8/245 $0$0$0 $03
2023 · 14 people listed · 3 paid, $681K · 24 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIA JIMENEZ coo40 $364,690$0$42,130 $406,8201
JODY BROWN INSURANCE SERVICES MANAGER40 $107,684$0$37,658 $145,3421
STACIE RACHO-ORTIZ HR AND OFFICE MANAGER40 $105,827$0$23,487 $129,3141
RICHARD BUSS CHAIRMAN5 $0$0$0 $04
BRYAN HUBBARD VICE CHAIRMAN5 $0$0$0 $01
DUSTIN BRUZEE TRUSTEE5 $0$0$0 $01
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TREASURER5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
STEVE LATHAM TRUSTEE5 $0$0$0 $02
DAMON KURTZ PRESIDENTS APPOINTEE5 $0$0$0 $05
FRANCO VADO Trustee5 $0$0$0 $01
DAVE WILSON TRUSTEE5 $0$0$0 $01
JOSH KIRTLAN trustee - EFF. 02/20235 $0$0$0 $01
2022 · 14 people listed · 3 paid, $650K · 20 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIA JIMENEZ coo40 $335,826$0$41,581 $377,4071
VICTORIA BENUTO ACCOUNTANT40 $117,413$0$19,900 $137,3131
JODY BROWN INSURANCE SERVICES MANAGER40 $100,665$0$34,545 $135,2101
RICHARD BUSS CHAIRMAN5 $0$0$0 $04
BRYAN HUBBARD VICE CHAIRMAN5 $0$0$0 $01
DUSTIN BRUZEE TRUSTEE5 $0$0$0 $01
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TREASURER5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
STEVE LATHAM TRUSTEE5 $0$0$0 $02
DAMON KURTZ PRESIDENTS APPOINTEE5 $0$0$0 $05
PATRICK MARTIN TRUSTEE (THRU NOV 2022)5 $0$0$0 $01
FRANCO VADO Trustee5 $0$0$0 $01
DAVE WILSON TRUSTEE5 $0$0$0 $01
2021 · 12 people listed · 1 paid, $307K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIA JIMENEZ COO40 $306,335$0$500 $306,8351
DAVE WILSON TRUSTEE5 $0$0$0 $01
FRANCO VADO TRUSTEE5 $0$0$0 $01
RICHARD BUSS CHAIRMAN5 $0$0$0 $04
DUSTIN BRUZEE TRUSTEE5 $0$0$0 $01
DAMON KURTZ PRESIDENTS APPOINTEE5 $0$0$0 $05
BRYAN HUBBARD VICE CHAIRMAN5 $0$0$0 $01
PATRICK MARTIN TRUSTEE5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TREASURER5 $0$0$0 $01
STEVE LATHAM TRUSTEE5 $0$0$0 $02
2020 · 12 people listed · 1 paid, $214K · 12 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIA JIMENEZ CHIEF OPERATIONS OFFICER40 $201,741$0$12,269 $214,0101
FRANCO VADO CHAIRMAN5 $0$0$0 $01
RICHARD BUSS VICE-CHAIRMAN5 $0$0$0 $04
ISRAEL REYES TREASURER5 $0$0$0 $02
RUSTY REA SECRETARY5 $0$0$0 $01
DAMON KURTZ TRUSTEE5 $0$0$0 $05
BRYAN HUBBARD TRUSTEE5 $0$0$0 $01
PATRICK MARTIN TRUSTEE5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TRUSTEE5 $0$0$0 $01
SHANE TALBOT TRUSTEE5 $0$0$0 $02
2019 · 12 people listed · 1 paid, $164K · 12 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARIA JIMENEZ CHIEF OPERATIONS OFFICER40 $0$155,764$8,012 $163,7761
FRANCO VADO CHAIRMAN5 $0$0$0 $01
RICHARD BUSS VICE-CHAIRMAN5 $0$0$0 $04
ISRAEL REYES TREASURER5 $0$0$0 $02
RUSTY REA SECRETARY5 $0$0$0 $01
JOEY SCHLEMMER TRUSTEE5 $0$0$0 $01
DAMON KURTZ TRUSTEE5 $0$0$0 $05
PATRICK MARTIN OCT-DEC TRUSTEE5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TRUSTEE5 $0$0$0 $01
SHANE TALBOT TRUSTEE5 $0$0$0 $02
2018 · 11 people listed · none paid · 20 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOEY SCHLEMMER TRUSTEE5 $0$0$0 $01
FRANCO VADO TRUSTEE5 $0$0$0 $01
DAMON KURTZ TRUSTEE5 $0$0$0 $05
ISRAEL REYES TRUSTEE5 $0$0$0 $02
PAT MCNELIS TRUSTEE5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
RUSTY REA TRUSTEE5 $0$0$0 $01
RICHARD BUSS TRUSTEE5 $0$0$0 $04
GARY FRACE TRUSTEE5 $0$0$0 $02
ROGER GARCIA TRUSTEE5 $0$0$0 $01
SHANE TALBOT TRUSTEE5 $0$0$0 $02
2017 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOEY SCHLEMMER TRUSTEE5 $0$0$0 $01
FRANCO VADO TRUSTEE5 $0$0$0 $01
DAMON KURTZ TRUSTEE5 $0$0$0 $05
MICHAEL BOYD TRUSTEE5 $0$0$0 $04
BILL DANIELS TRUSTEE5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
RUSTY REA TRUSTEE5 $0$0$0 $01
RICHARD BUSS TRUSTEE5 $0$0$0 $04
GARY FRANCE TRUSTEE5 $0$0$0 $01
BRENT MEYER TRUSTEE5 $0$0$0 $04
SHANE TALBOT TRUSTEE5 $0$0$0 $02
2016 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOEY SCHLEMMER TRUSTEE5 $0$0$0 $01
FRANCO VADO TRUSTEE5 $0$0$0 $01
DAMON KURTZ TRUSTEE5 $0$0$0 $05
MICHAEL BOYD TRUSTEE5 $0$0$0 $04
BILL DANIELS TRUSTEE5 $0$0$0 $01
CODY GREEN TRUSTEE5 $0$0$0 $03
RUSTY REA TRUSTEE5 $0$0$0 $01
RICHARD BUSS TRUSTEE5 $0$0$0 $04
GARY FRANCE TRUSTEE5 $0$0$0 $01
BRENT MEYE TRUSTEE5 $0$0$0 $01
SHANE TALBOT TRUSTEE5 $0$0$0 $02
2015 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM DANIELS TRUSTEE5 $0$0$0 $01
MICHAEL BOYD TRUSTEE5 $0$0$0 $04
BRENT MEYER TRUSTEE5 $0$0$0 $04
DAMON KURTZ TRUSTEE5 $0$0$0 $05
ROBERT TROSTLE TRUSTEE5 $0$0$0 $05
CODY GREEN TRUSTEE5 $0$0$0 $03
RUSTY REA TRUSTEE5 $0$0$0 $01
JOEY SCHLEMMER TRUSTEE5 $0$0$0 $01
GARY FRANCE TRUSTEE5 $0$0$0 $01
SHANE TALBOT TRUSTEE5 $0$0$0 $02
FRANCO VADO TRUSTEE5 $0$0$0 $01
2014 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BILL DANIELS TRUSTEE5 $0$0$0 $01
SHAUN DU FOSEE TRUSTEE5 $0$0$0 $01
MICHAEL DURANT TRUSTEE5 $0$0$0 $03
DAMON KURTZ TRUSTEE5 $0$0$0 $05
KEN LUTZ TRUSTEE5 $0$0$0 $04
SCOTT NELSON TRUSTEE5 $0$0$0 $01
RUSTY REA TRUSTEE5 $0$0$0 $01
JOEY SCHLEMMER TRUSTEE5 $0$0$0 $01
MIKE SOLIS TRUSTEE5 $0$0$0 $03
SHANE TALBOT TRUSTEE5 $0$0$0 $02
FRANCO VADO TRUSTEE5 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $6.1M
NameLocationServicePaid
anthem blue crossRANCHO CORDOVA, CAadministrative fees$5,061,129
MAYERS-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$502,637
WAGNER LAW GROUPBOSTON, MALEGAL SERVICES$286,197
SEGAL CONSULTINGNEW YORK, NYCONSULTING$130,360
IOS STAFFING SERVICESNEW YORK, NYTEMP STAFF SERVICES$116,504
2023 · 5 contractors · $1.2M
NameLocationServicePaid
MAYERS-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$338,597
SEGAL CONSULTINGNEW YORK, NYCONSULTING$298,946
WAGNER LAW GROUPBOSTON, MALEGAL SERVICES$225,406
EIDE BAILLY LLPRANCHO CUCAMONGA, CAAUDIT SERVICES$182,354
UBS FINANCIAL SERVICESEL SEGUNDO, APFINANCIAL SERVICES$176,771
2022 · 3 contractors · $831K
NameLocationServicePaid
MAYERS-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$520,064
WAGNER LAWCERRITOS, CALEGAL SERVICES$198,849
EIDE BAILLYRENO, NVAUDIT SERVICES$111,890
2021 · 1 contractor · $553K
NameLocationServicePaid
MYERS-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$552,668
2020 · 4 contractors · $8.7M
NameLocationServicePaid
ANTHEM BLUE CROSSRANCHO CORDOVA, CAADMINISTRATOR$5,939,639
MEDICARERANCHO CORDOVA, CAADMINISTRATOR$1,348,237
INSURANCE BENEFIT TRUST OF PORACSACRAMENTO, CAADMINISTRATOR$793,689
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$580,607
2019 · 5 contractors · $10.0M
NameLocationServicePaid
ANTHEM BLUE CROSSRANCHO CORDOVA, CAADMINISTRATOR$6,140,250
MEDICARERANCHO CORDOVA, CAADMINISTRATOR$1,787,125
PORACSACRAMENTO, CAADMINISTRATOR$908,798
INSURANCE BENEFIT TRUST OF PORACSACRAMENTO, CAADMINISTRATOR$669,896
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$511,876
2018 · 5 contractors · $13.4M
NameLocationServicePaid
ANTHEM BLUE CROSSRANCHO CORDOVA, CAADMINISTRATOR$6,956,758
MEDICARERANCHO CORDOVA, CAADMINISTRATOR$4,471,482
INSURANCE BENEFIT TRUST OF PORACSACRAMENTO, CAADMINISTRATOR$756,966
PORACSACRAMENTO, CAADMINISTRATOR$696,172
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$472,743
2017 · 3 contractors · $1.3M
NameLocationServicePaid
PORACSACRAMENTO, CAADMINISTRATOR$682,136
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$472,032
REICH ADDELL AND CVITANLOS ANGELES, CALEGAL$138,393
2016 · 2 contractors · $1.2M
NameLocationServicePaid
PORACSACRAMENTO, CAADMINISTRATOR$708,371
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$484,602
2015 · 2 contractors · $1.1M
NameLocationServicePaid
PORACSACRAMENTO, CAADMINISTRATOR$676,780
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$431,964
2014 · 3 contractors · $1.2M
NameLocationServicePaid
PORACSACRAMENTO, CAADMINISTRATOR$622,489
MYER-STEVENS TOOHEYMISSION VIEJO, CAPROVIDER$436,555
TRUCKER HUSSSAN FRANCISCO, CALEGAL$160,481

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$243,363,556$216,930,588 $165,608,535$136,000,453 $0$238,573,982 $375,380287
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$196,396,207$200,603,584 $121,884,743$97,502,908 $0$193,777,745 $364,690247
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$183,079,642$187,988,577 $122,523,431$90,140,425 $0$179,254,511 $335,8262012
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$194,737,604$207,175,262 $140,454,222$106,332,598 $0$191,932,286 $306,835011
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$195,955,957$169,691,740 $132,160,569$112,931,212 $0$174,070,403 $201,7411211
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$205,903,426$204,078,630 $98,196,410$68,162,295 $0$175,111,776 $01211
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$246,307,969$186,205,742 $83,565,966$63,352,192 $0$192,693,017 $0200
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$7,965,698$6,711,911 $7,381,766$4,986,878 $0$5,908,672 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$8,546,352$7,680,156 $6,461,647$3,484,253 $0$5,847,905 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$7,775,529$7,770,698 $6,246,242$2,519,239 $0$5,575,546 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$7,717,395$8,591,721 $7,398,203$2,842,992 $0$5,376,501 $000

Connected to

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

Funders of this organization

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

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UNITED AIRLINES INCTXY43 $145,033,002$139,806,121 ADMINISTRATIVE COMMITTEE$0 Same NTEE code Y43, revenue within 2x
SEIU HEALTHCARE IL HOME CARE & CHILD CARE FUNDILY43 $149,997,885$132,280,698 ADMINISTRATOR$227,266 Same NTEE code Y43, revenue within 2x
1199 SEIU NATIONAL BENEFIT FUND FOR HOME CARE EMPLOYEESNYY43 $131,486,390$157,497,557 Chief Investments Officer$62,667 Same NTEE code Y43, revenue within 2x
INTERNATIONAL BROTHERHOOD OF TRADE UNIONS HEALTH & WELFARE FD TRNYY43 $229,254,406$227,738,752 UNION TRUSTEE$1,338,877 Same NTEE code Y43, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$25,037,6005 12020–2024 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
INSTITUTE OF INTERNATIONAL EDUCATION INC DAF sponsor$10,454,74110 12015–2024 RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK
WAL-MART FOUNDATION Private foundation$6,097,19117 12019–2024 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
THE BANK OF NEW YORK MELLON CORPORATION FOUNDATION Private foundation$3,000,0001 12021–2021 RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK
WALTON FAMILY FOUNDATION INC Private foundation$1,000,0002 12022–2024 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
PAYPAL CHARITABLE GIVING FUND DAF sponsor$522,5921 12024–2024 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
CHARITIES AID FOUNDATION AMERICA DAF sponsor$288,5075 12020–2023 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$91,6144 12017–2020 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
NATIONAL SCIENCE TEACHING ASSOCIATION DAF sponsor$79,5503 12021–2023 RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC DAF sponsor$43,2231 12016–2016 JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY EMPL WELFARE TRUST
DONOR ADVISED CHARITABLE GIVING DAF sponsor$25,0001 12019–2019 WAL-MART ASSOCIATES IN CRITICAL NEED FUND
THE LUZERNE FOUNDATION DAF sponsor$6,5001 12011–2011 NORTHEAST PENNSYLVANIA SCH DIST TR

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 · $216,930,588 spent · pay $2,504,530 · grants $0 · events $157,167
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $207,979,822--- 95.9%
Fees: other services $2,934,974--- 1.4%
Other salaries and wages $1,336,281--- 0.6%
Depreciation and depletion $675,857--- 0.3%
Other employee benefits $567,600--- 0.3%
Information technology $491,915--- 0.2%
Pay: officers, directors, trustees, key employees $375,380--- 0.2%
Fees: investment management $360,590--- 0.2%
Interest $319,612--- 0.1%
Office expenses $292,366--- 0.1%
Royalties $290,940--- 0.1%
Fees: legal $265,892--- 0.1%
Fees: accounting $255,790--- 0.1%
Insurance $173,757--- 0.1%
Conferences, conventions and meetings $157,167--- 0.1%
Other (as described)MISCELLANEOUS EXPENSES $147,284--- 0.1%
Payroll taxes $117,151--- 0.1%
Pension plan contributions $108,118--- 0.0%
Travel $45,541--- 0.0%
Other (as described)MAILING SERVICES $16,896--- 0.0%
Advertising and promotion $11,101--- 0.0%
Other (as described)LATE FEES $6,554--- 0.0%
Total$216,930,588100%

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2023 · Form 990 · $200,603,584 spent · pay $1,176,054 · grants $0 · events $119,235
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $192,182,184--- 95.8%
Fees: other services $4,834,582--- 2.4%
Depreciation and depletion $661,675--- 0.3%
Other salaries and wages $518,266--- 0.3%
Interest $444,713--- 0.2%
Pay: officers, directors, trustees, key employees $364,690--- 0.2%
Fees: investment management $273,279--- 0.1%
Information technology $197,399--- 0.1%
Office expenses $192,815--- 0.1%
Other employee benefits $179,502--- 0.1%
Royalties $173,307--- 0.1%
Conferences, conventions and meetings $119,235--- 0.1%
Fees: accounting $113,338--- 0.1%
Fees: legal $96,607--- 0.0%
Insurance $63,509--- 0.0%
Payroll taxes $61,773--- 0.0%
Pension plan contributions $51,823--- 0.0%
Other (as described)MAILING SERVICES $25,742--- 0.0%
Other (as described)MISCELLANEOUS EXPENSES $24,968--- 0.0%
Travel $21,530--- 0.0%
Other (as described)LATE FEES $1,647--- 0.0%
Advertising and promotion $1,000--- 0.0%
Total$200,603,584100%

View the filing

2022 · Form 990 · $187,988,577 spent · pay $1,720,504 · grants $0 · events $185,724
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $178,804,096--- 95.1%
Fees: other services $4,981,698--- 2.7%
Other salaries and wages $950,034--- 0.5%
Depreciation and depletion $580,399--- 0.3%
Pay: officers, directors, trustees, key employees $335,826--- 0.2%
Occupancy $319,458--- 0.2%
Information technology $292,119--- 0.2%
Fees: legal $264,445--- 0.1%
Other employee benefits $256,399--- 0.1%
Interest $246,209--- 0.1%
Fees: investment management $206,594--- 0.1%
Conferences, conventions and meetings $185,724--- 0.1%
Fees: accounting $111,890--- 0.1%
Pension plan contributions $105,899--- 0.1%
Insurance $98,512--- 0.1%
Office expenses $91,619--- 0.0%
Payroll taxes $72,346--- 0.0%
Travel $28,307--- 0.0%
Other (as described)MAILING SERVICES $25,800--- 0.0%
Advertising and promotion $17,310--- 0.0%
Other (as described)MISCELLANEOUS EXPENSES $13,893--- 0.0%
Total$187,988,577100%

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2021 · Form 990 · $207,175,262 spent · pay $720,415 · grants $0 · events $116,429
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $190,918,752--- 92.2%
Fees: other services $12,384,959--- 6.0%
Fees: management $1,417,163--- 0.7%
Fees: investment management $598,576--- 0.3%
Other salaries and wages $372,505--- 0.2%
Pay: officers, directors, trustees, key employees $306,835--- 0.1%
Fees: legal $192,674--- 0.1%
Information technology $132,445--- 0.1%
Insurance $127,500--- 0.1%
Depreciation and depletion $124,504--- 0.1%
Conferences, conventions and meetings $116,429--- 0.1%
Advertising and promotion $97,116--- 0.0%
Interest $82,244--- 0.0%
Other (as described)SUPPLIES AND TELEPHONE $73,987--- 0.0%
Other (as described)PCORI FEE $66,435--- 0.0%
Occupancy $49,582--- 0.0%
Payroll taxes $41,075--- 0.0%
Fees: accounting $40,662--- 0.0%
Other (as described)MISCELLANEOUS $15,089--- 0.0%
Other (as described)TRAINING $10,931--- 0.0%
All other expenses $5,799--- 0.0%
Total$207,175,262100%

View the filing

2020 · Form 990 · $169,691,740 spent · pay $0 · grants $0 · events $32,752
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $158,302,520--- 93.3%
Fees: other services $8,115,952--- 4.8%
Fees: management $2,383,672--- 1.4%
Fees: investment management $408,609--- 0.2%
Fees: legal $113,922--- 0.1%
Insurance $102,242--- 0.1%
Fees: accounting $58,800--- 0.0%
Information technology $57,842--- 0.0%
Other (as described)SUPPLIES AND TELEPHONE $41,125--- 0.0%
Conferences, conventions and meetings $32,752--- 0.0%
Other (as described)PCORI FEE $26,279--- 0.0%
Occupancy $15,548--- 0.0%
Other (as described)MISCELLANEOUS $8,920--- 0.0%
Depreciation and depletion $8,396--- 0.0%
Other (as described)ACA INSURER $8,004--- 0.0%
All other expenses $7,157--- 0.0%
Total$169,691,740100%

View the filing

2019 · Form 990 · $204,078,630 spent · pay $0 · grants $0 · events $75,836
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $192,554,828--- 94.4%
Fees: other services $8,568,247--- 4.2%
Fees: management $2,090,570--- 1.0%
Fees: investment management $267,984--- 0.1%
Fees: legal $174,933--- 0.1%
Other (as described)ACA INSURER $79,546--- 0.0%
Conferences, conventions and meetings $75,836--- 0.0%
Insurance $73,429--- 0.0%
Information technology $52,466--- 0.0%
Other (as described)PCORI FEE $41,557--- 0.0%
Other (as described)SUPPLIES AND TELEPHONE $37,945--- 0.0%
Fees: accounting $33,509--- 0.0%
Depreciation and depletion $9,356--- 0.0%
Other (as described)PRINTING $9,330--- 0.0%
All other expenses $9,094--- 0.0%
Total$204,078,630100%

View the filing

2018 · Form 990 · $186,205,742 spent · pay $0 · grants $0 · events $49,258
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $171,349,040--- 92.0%
Fees: other services $12,113,315--- 6.5%
Fees: management $1,971,710--- 1.1%
Fees: investment management $186,712--- 0.1%
Fees: legal $185,941--- 0.1%
Other (as described)ACA INSURER $144,249--- 0.1%
Information technology $77,134--- 0.0%
Insurance $51,318--- 0.0%
Conferences, conventions and meetings $49,258--- 0.0%
Fees: accounting $35,777--- 0.0%
Other (as described)MISCELLANEOUS $18,175--- 0.0%
Depreciation and depletion $13,490--- 0.0%
Other (as described)SUPPLIES AND TELEPHONE $9,623--- 0.0%
Total$186,205,742100%

View the filing

2017 · Form 990 · $6,711,911 spent · pay $0 · grants $0 · events $61,561
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $5,048,645--- 75.2%
Fees: management $1,201,160--- 17.9%
Fees: legal $162,080--- 2.4%
Other (as described)CONSULTANT $91,760--- 1.4%
Conferences, conventions and meetings $61,561--- 0.9%
Office expenses $59,539--- 0.9%
Insurance $34,258--- 0.5%
Fees: accounting $29,500--- 0.4%
Fees: investment management $16,797--- 0.3%
Other (as described)MISCELLANEOUS $3,757--- 0.1%
Depreciation and depletion $2,854--- 0.0%
Total$6,711,911100%

View the filing

2016 · Form 990 · $7,680,156 spent · pay $0 · grants $0 · events $50,711
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,079,300--- 79.2%
Fees: management $1,192,973--- 15.5%
Fees: legal $153,032--- 2.0%
Other (as described)CONSULTANT $70,697--- 0.9%
Office expenses $61,193--- 0.8%
Conferences, conventions and meetings $50,711--- 0.7%
Insurance $30,956--- 0.4%
Fees: accounting $27,200--- 0.4%
Fees: investment management $9,922--- 0.1%
Depreciation and depletion $2,280--- 0.0%
Other (as described)MISCELLANEOUS $1,892--- 0.0%
Total$7,680,156100%

View the filing

2015 · Form 990 · $7,770,698 spent · pay $0 · grants $0 · events $62,636
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,231,207--- 80.2%
Fees: management $1,160,747--- 14.9%
Fees: legal $122,300--- 1.6%
Office expenses $79,515--- 1.0%
Conferences, conventions and meetings $62,636--- 0.8%
Other (as described)CONSULTANT $33,635--- 0.4%
Fees: accounting $32,500--- 0.4%
Insurance $24,457--- 0.3%
Fees: investment management $19,131--- 0.2%
Depreciation and depletion $2,676--- 0.0%
Other (as described)MISCELLANEOUS $1,894--- 0.0%
Total$7,770,698100%

View the filing

2014 · Form 990 · $8,591,721 spent · pay $0 · grants $0 · events $46,463
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,966,839--- 81.1%
Fees: management $1,102,915--- 12.8%
Fees: legal $198,401--- 2.3%
Other (as described)CONSULTANT $112,844--- 1.3%
Office expenses $79,702--- 0.9%
Conferences, conventions and meetings $46,463--- 0.5%
Fees: accounting $34,393--- 0.4%
Insurance $23,929--- 0.3%
Fees: investment management $22,059--- 0.3%
Depreciation and depletion $2,271--- 0.0%
Other (as described)MISCELLANEOUS $1,905--- 0.0%
Total$8,591,721100%

View the filing

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