W I COOK FOUNDATION INC DAF sponsor
Cite this
Plain text W I COOK FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/w-i-cook-foundation-inc-752051649. Retrieved 2026-11-03.
APA furp.org. (n.d.). W I COOK FOUNDATION INC [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 3, 2026, from https://furp.org/org/w-i-cook-foundation-inc-752051649
MLA “W I COOK FOUNDATION INC.” furp.org, tax years 2009–2024, https://furp.org/org/w-i-cook-foundation-inc-752051649. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $180.7M · expenses $64.6M · assets $5.25B
- Also known as
- COOK CHILDREN'S HEALTH FOUNDATION
- EIN
- 75-2051649
- Address
- 801 7TH AVE, FORT WORTH, TX 76104-2733
- Website
- WWW.COOKCHILDRENS.ORG
- NTEE code
- E11
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- October 1985 (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))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2020). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
KNOWING THAT EVERY CHILD'S LIFE IS SACRED, OUR PROMISE IS TO IMPROVE THE HEALTH OF EVERY CHILD IN OUR REGION THROUGH PREVENTION AND TREATMENT OF ILLNESS, DISEASE, AND INJURY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
42 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 |
|---|---|---|---|---|---|
| Rick W Merrill | PRESIDENT/CEO | 2009-2024 | $3,598,135 | $35,915,468 | 10 |
| Stephen W Kimmel | EVP, SYSTEM FINANCE | 2013-2024 | $1,896,559 | $12,235,252 | 12 |
| B Anthony Bagwell | SVP, CIIO | 2018-2024 | $2,082,560 | $9,916,086 | 2 |
| Grant W Harris | SVP, CHIEF DEV OFFICER - END 9/2/25 | 2010-2024 | $791,573 | $6,862,583 | 1 |
| Joseph M Gallagher | SVP, CHIEF LEGAL OFFICER | 2020-2024 | $1,192,717 | $4,880,737 | 5 |
| Cory R Rhoades | CHIEF FINANCIAL OFFICER | 2020-2024 | $1,133,592 | $4,817,153 | 5 |
| Jennifer Johnson | FORMER AVP DONOR RELATION | 2009-2024 | $137,699 | $3,348,875 | 1 |
| Spencer D Seals | SVP CONSTRUCTION & REAL ESTATE | 2017-2024 | $571,420 | $3,110,451 | 7 |
| Priti Mody | MANAGING DIRECTOR | 2022-2024 | $898,998 | $2,647,965 | 1 |
| Dayle Lowry | DIRECTOR OF OPERATIONS - END 4/28/2025 | 2019-2024 | $416,620 | $1,621,102 | 1 |
| Kimberly Mcginnis | VP FOUNDATION | 2019-2024 | $341,420 | $1,579,926 | 1 |
| Mary Cara Martz | SECRETARY | 2020-2024 | $220,255 | $1,010,618 | 9 |
| Martha Mattox | AVP, MAJOR GIFTS | 2018-2024 | $224,475 | $845,939 | 1 |
| Drew Smith | SENIOR INVESTMENT ANALYST | 2023-2024 | $229,383 | $433,925 | 1 |
| Jamye Shaffer | MANAGER, INVESTMENT OPERATIONS | 2023-2024 | $228,501 | $432,732 | 1 |
| Kristen Black | DIRECTOR, PHILANTHROPY | 2021-2024 | $213,155 | $359,637 | 1 |
| Patrick O'Connor (former) | FORMER CIIO, END: 7/2018 | 2009-2018 | $422,865 | $4,417,926 | 1 |
| Richard P Goode (former) | CFO | 2009-2013 | $697,862 | $3,334,988 | 14 |
| George B Montague (former) | VP REAL ESTATE | 2009-2017 | $276,362 | $3,111,680 | 4 |
| Apurva Mehta (former) | FORMER DEPUTY CIO END: 7/2018 | 2012-2018 | $239,149 | $2,484,861 | 1 |
| Robert Feather (former) | SR. VP, PUBLIC POLICY | 2009-2012 | $585,048 | $1,902,377 | 2 |
| Christopher Tindell (former) | Investment Manager | 2018-2023 | $316,293 | $1,799,684 | 1 |
| Russell K Tolman (former) | FORMER SR. ADV TO PRES & CEO | 2009 | $1,780,343 | $1,780,343 | 2 |
| Cara Martz (former) | SECRETARY | 2009-2019 | $189,315 | $1,560,191 | 8 |
| Kyle Daley (former) | Investment Manager | 2018-2022 | $361,716 | $1,545,523 | 1 |
| Patrick B O'Connor Thru 72718 (former) | SVP INSTITUTIONAL INVEST CIIO | 2017 | $1,142,794 | $1,142,794 | 1 |
| Falak Pandit (former) | INVESTMENT DIR. (THRU 12/1/17) | 2015-2017 | $334,162 | $902,825 | 1 |
| Lesley Atkinson (former) | DIRECTOR, DEVELOPMENT | 2009-2013 | $155,695 | $796,087 | 3 |
| Suzanne Russell (former) | GIFT OFFICER | 2013-2017 | $146,681 | $753,959 | 1 |
| Stanley E Davis (former) | SR. VP, COO | 2019 | $651,649 | $651,649 | 4 |
| Eli Bloshtein (former) | INVESTMENT MANAGER | 2016-2020 | $422,054 | $642,182 | 1 |
| Gary M Cole (former) | VP-DEVELOPMENT | 2009-2011 | $112,298 | $639,630 | 1 |
| Timothy Plocica (former) | DIRECTOR, DEVELOPMENT | 2009-2012 | $118,360 | $585,971 | 1 |
| John A Grigson (former) | FORMER EXEC VP & CFO | 2009 | $563,881 | $563,881 | 3 |
| Melanie Corcoran (former) | AVP DONOR STRATEGY | 2015-2017 | $167,153 | $446,771 | 1 |
| Geraldine Williams (former) | DIRECTOR COMMUNITY PROGRAMS | 2014-2017 | $125,934 | $367,843 | 1 |
| Amanda K Lewis (former) | DIRECTOR | 2019-2020 | $186,544 | $367,373 | 1 |
| Jon R Johnson (former) | DIRECTOR | 2019 | $191,665 | $191,665 | 1 |
| Dayle Lowrey (former) | INVESTMENT OPERATIONS MANAGER | 2018 | $163,611 | $163,611 | 1 |
| Kelsey Picken (former) | Director, Planned Giving | 2022 | $146,577 | $146,577 | 1 |
| Sandra C Tuomey (former) | DIRECTOR-COMMUNITY RELATIONS | 2010 | $118,129 | $118,129 | 1 |
| Amy Robinson (former) | DIRECTOR-DEVELOPMENT/OPNS | 2013 | $117,552 | $117,552 | 1 |
Officers and directors, no compensation reported
109 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 |
|---|---|---|---|---|---|
| Brian Newby | TRUSTEE | 2009-2024 | 1 | $0 reported | 17 |
| Hadley Woerner | TRUSTEE | 2021-2024 | 1 | $0 reported | 8 |
| Laura Bird | TRUSTEE - END 5/31/25 | 2020-2024 | 1 | $0 reported | 9 |
| Peter L Philpott | TRUSTEE - CHAIRMAN | 2011-2024 | 2 | $0 reported | 10 |
| Brian C Crumley | TRUSTEE - VICE CHAIRMAN | 2014-2024 | 2 | $0 reported | 4 |
| William Butler | TRUSTEE | 2022-2024 | 1 | $0 reported | 2 |
| Anne M Carvalho | TRUSTEE | 2024 | 1 | $0 reported | 9 |
| Rosalind Evans | TRUSTEE | 2013-2024 | 1 | $0 reported | 4 |
| Jerry R Conatser | TRUSTEE | 2015-2024 | 1 | $0 reported | 6 |
| R Russell Morton | TRUSTEE - END 5/31/25 | 2020-2024 | 1 | $0 reported | 5 |
| Wally Jones | TRUSTEE | 2021-2024 | 1 | $0 reported | 3 |
| Michael M Gonzalez Sr | TRUSTEE | 2020-2024 | 1 | $0 reported | 2 |
| Belen M Garren | TRUSTEE - SECRETARY/TREASURER | 2019-2024 | 2 | $0 reported | 2 |
| Rick Sorenson | TRUSTEE - VICE CHAIRMAN - END 5/31/25 | 2016-2024 | 2 | $0 reported | 4 |
| Andrew J Rosell | TRUSTEE | 2014-2024 | 1 | $0 reported | 3 |
| Andrew P Lombardi | TRUSTEE | 2017-2024 | 1 | $0 reported | 2 |
| Benjamin A Rosenthal | TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Dale F Klose | TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Harlington Peter Ku Dds | TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| James E Webb | TRUSTEE | 2009-2024 | 1 | $0 reported | 6 |
| John Merrifield | TRUSTEE | 2021-2024 | 1 | $0 reported | 1 |
| Karl Biggs | TRUSTEE | 2020-2024 | 1 | $0 reported | 3 |
| Kathryn S Wells | TRUSTEE | 2023-2024 | 1 | $0 reported | 1 |
| Kenneth Hampton | TRUSTEE | 2021-2024 | 1 | $0 reported | 1 |
| Michael R Dike | TRUSTEE | 2013-2024 | 1 | $0 reported | 8 |
| Michael R Pavell | TRUSTEE | 2009-2024 | 1 | $0 reported | 3 |
| R Kyle Kight | TRUSTEE | 2018-2024 | 1 | $0 reported | 1 |
| Rachel R Werner | TRUSTEE | 2019-2024 | 1 | $0 reported | 3 |
| Richard W Dyess | TRUSTEE | 2014-2024 | 1 | $0 reported | 4 |
| Roger P Marcincuk Jr | TRUSTEE - END 5/31/25 | 2018-2024 | 1 | $0 reported | 1 |
| Victoria Puente-Peters | TRUSTEE | 2021-2024 | 1 | $0 reported | 5 |
| William E Bailey | TRUSTEE - SECRETARY/TREASURER | 2022-2024 | 2 | $0 reported | 3 |
| William Jackson Rattikin Iii | TRUSTEE | 2018-2024 | 1 | $0 reported | 2 |
| Willie Houston Iii | TRUSTEE - END 5/31/25 | 2019-2024 | 1 | $0 reported | 1 |
| Clarabele Dodson | TRUSTEE-EMERITUS | 2010-2024 | 1 | $0 reported | 1 |
| Ann B House | TRUSTEE | 2024 | 1 | $0 reported | 3 |
| Melissa M Kirtley | TRUSTEE | 2024 | 1 | $0 reported | 2 |
| Kyle Edgington Phd | SVP, CHIEF DEVELOPMENT OFFICER | 2024 | 40 | $0 reported | 1 |
| Ashli Blumenfeld (former) | Trustee End 5/31/24 | 2015-2023 | 1 | $0 reported | 4 |
| Lisa H Jamieson (former) | Trustee END 5/31/24 | 2019-2023 | 1 | $0 reported | 2 |
| Frost R Prioleau (former) | Trustee End 5/31/24 | 2019-2023 | 1 | $0 reported | 3 |
| James Matthew Johnson (former) | Trustee END 5/31/24 | 2019-2023 | 1 | $0 reported | 1 |
| Jon S Brumley (former) | Trustee END 5/31/24 | 2020-2023 | 1 | $0 reported | 1 |
| WM (Mack) Lawhon (former) | TRUSTEE END 05/23 | 2018-2022 | 1 | $0 reported | 1 |
| Teresa Brownlie (former) | Trustee | 2014-2021 | 1 | $0 reported | 2 |
| Lezlie P Davis (former) | Trustee - End: 05/2022 | 2018-2021 | 1 | $0 reported | 1 |
| James R Dunaway Jr (former) | Trustee - End: 05/2022 | 2009-2021 | 1 | $0 reported | 5 |
| Jay L Fierke MD (former) | Trustee - End: 05/2022 | 2013-2021 | 1 | $0 reported | 2 |
| W M Mack Lawhon (former) | Trustee | 2020-2021 | 1 | $0 reported | 3 |
| Kent Horst (former) | TRUSTEE - END: 06/2021 | 2012-2020 | 1 | $0 reported | 1 |
| G Malcolm Louden (former) | TRUSTEE - END: 06/2021 | 2009-2020 | 1 | $0 reported | 10 |
| Ryan T Matthews (former) | TRUSTEE - END: 06/2021 | 2012-2020 | 1 | $0 reported | 3 |
| Carie Burnette (former) | TRUSTEE - END: 06/2021 | 2016-2020 | 1 | $0 reported | 1 |
| Cynthia Prince (former) | TRUSTEE - END: 06/2020 | 2015-2019 | 1 | $0 reported | 2 |
| Rebecca Stupfel (former) | TRUSTEE - END | 2013-2019 | 1 | $0 reported | 2 |
| Russell Morton (former) | TRUSTEE- CHAIRMAN | 2016-2019 | 2 | $0 reported | 1 |
| Bryan Newby (former) | TRUSTEE | 2019 | 1 | $0 reported | 1 |
| Jon S Brumley Jonny (former) | TRUSTEE | 2019 | 1 | $0 reported | 1 |
| Larry G Autrey (former) | TRUSTEE - END: 06/2020 | 2015-2019 | 1 | $0 reported | 7 |
| Kathryn Farmer (former) | TRUSTEE - END: 06/2020 | 2018-2019 | 1 | $0 reported | 1 |
| Bonnie Petsche (former) | TRUSTEE | 2015-2018 | 1 | $0 reported | 6 |
| John M Richardson Md (former) | TRUSTEE EMERITUS | 2010-2018 | 1 | $0 reported | 5 |
| Brian D Barnard (former) | TRUSTEE | 2010-2018 | 1 | $0 reported | 3 |
| G Thomas Boswell (former) | TRUSTEE-VICE CHAIRMAN | 2009-2018 | 2 | $0 reported | 2 |
| Jay L Fierke M D (former) | TRUSTEE | 2018 | 1 | $0 reported | 1 |
| Matt Johnson (former) | TRUSTEE | 2015-2018 | 1 | $0 reported | 1 |
| Todd N Ritterbusch (former) | TRUSTEE | 2010-2018 | 1 | $0 reported | 2 |
| George M Young Jr (former) | TRUSTEE (THRU 5/31/18) | 2009-2017 | 1 | $0 reported | 6 |
| Katie Farmer (former) | TRUSTEE | 2013-2017 | 1 | $0 reported | 3 |
| Randall Eisenmann (former) | TRUSTEE (THRU 5/31/18) | 2013-2017 | 1 | $0 reported | 1 |
| Julia Davidson Thru 53118 (former) | TRUSTEE-VICE CHAIRMAN | 2017 | 2 | $0 reported | 1 |
| Russell L Fleisher (former) | TRUSTEE (THRU 5/31/18) | 2009-2017 | 1 | $0 reported | 1 |
| Leslie P Davis (former) | TRUSTEE | 2016-2017 | 1 | $0 reported | 1 |
| R Kyle Knight (former) | TRUSTEE | 2017 | 1 | $0 reported | 1 |
| Roger Marcincuk (former) | TRUSTEE | 2016-2017 | 1 | $0 reported | 1 |
| Mason King (former) | TRUSTEE | 2009-2016 | 1 | $0 reported | 4 |
| Julia Davidson (former) | TRUSTEE-VICE CHAIRMAN | 2009-2016 | 2 | $0 reported | 2 |
| Randall Eisenman (former) | TRUSTEE | 2016 | 1 | $0 reported | 1 |
| Skylar P Merrifield (former) | TRUSTEE | 2009-2016 | 1 | $0 reported | 1 |
| Edwin S Win Ryan (former) | TRUSTEE | 2015 | 1 | $0 reported | 4 |
| Dan Lowrance (former) | TRUSTEE | 2009-2015 | 1 | $0 reported | 4 |
| William E Rosenthal (former) | TRUSTEE | 2011-2015 | 1 | $0 reported | 3 |
| Nicholas M Kypreos (former) | TRUSTEE | 2015 | 1 | $0 reported | 2 |
| George F Lebus (former) | TRUSTEE | 2009-2015 | 1 | $0 reported | 2 |
| Tracy P Mcgehee (former) | TRUSTEE | 2009-2015 | 1 | $0 reported | 2 |
| Win Ryan (former) | TRUSTEE | 2009-2014 | 1 | $0 reported | 2 |
| Joy Ann Havran (former) | TRUSTEE | 2009-2014 | 1 | $0 reported | 2 |
| Vickie V Stevens (former) | TRUSTEE | 2009-2014 | 1 | $0 reported | 2 |
| Nancy Kay Howard (former) | TRUSTEE | 2009-2014 | 1 | $0 reported | 2 |
| Nick Kypreos (former) | TRUSTEE | 2009-2014 | 1 | $0 reported | 1 |
| Linda Morris Elsey (former) | TRUSTEE | 2011-2014 | 1 | $0 reported | 1 |
| Martin H Englander (former) | TRUSTEE | 2010-2014 | 1 | $0 reported | 2 |
| R Jeffrey Alexander (former) | TRUSTEE | 2009-2013 | 1 | $0 reported | 3 |
| Robin W Arena (former) | TRUSTEE | 2009-2013 | 1 | $0 reported | 2 |
| David G Fischer (former) | TRUSTEE | 2009-2013 | 1 | $0 reported | 2 |
| Rafael G Garza (former) | TRUSTEE | 2009-2012 | 1 | $0 reported | 5 |
| Randy Eisenman (former) | TRUSTEE | 2009-2012 | 1 | $0 reported | 2 |
| Gary G Walsh (former) | TRUSTEE | 2009-2012 | 1 | $0 reported | 3 |
| Richard F Garvey (former) | TRUSTEE | 2009-2012 | 1 | $0 reported | 3 |
| Becca Stupfel (former) | TRUSTEE | 2012 | 1 | Not reported | 1 |
| Joseph C Penshorn (former) | TRUSTEE | 2009-2011 | 1 | $0 reported | 3 |
| Keely Appleton (former) | TRUSTEE | 2009-2011 | 1 | $0 reported | 1 |
| Jeffrey B King (former) | TRUSTEE | 2009-2010 | 1 | $0 reported | 3 |
| Ardon E Moore Iii (former) | TRUSTEE | 2009-2010 | 1 | $0 reported | 1 |
| Linda C Morris Elsey (former) | TRUSTEE | 2009-2010 | 1 | $0 reported | 1 |
| Nenetta C Tatum (former) | TRUSTEE | 2009-2010 | 1 | $0 reported | 1 |
| Ulla K Wilska (former) | TRUSTEE | 2009-2010 | 1 | $0 reported | 1 |
| John P Boswell (former) | TRUSTEE | 2009 | 1 | $0 reported | 9 |
| J Russell Reid (former) | TRUSTEE | 2009 | 1 | $0 reported | 4 |
People by year
2024 · 54 people listed · 16 paid, $14.2M · 51 employees · 91 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT/CEO | 8 | $634,059 | $2,536,235 | $427,841 | $3,598,135 | 10 |
| B ANTHONY BAGWELL | SVP, CIIO | 40 | $1,839,937 | $0 | $242,623 | $2,082,560 | 2 |
| STEPHEN W KIMMEL | EVP, SYSTEM FINANCE | 2 | $68,947 | $1,309,993 | $517,619 | $1,896,559 | 12 |
| JOSEPH M GALLAGHER | SVP, CHIEF LEGAL OFFICER | 1 | $0 | $1,031,188 | $161,529 | $1,192,717 | 5 |
| CORY R RHOADES | CHIEF FINANCIAL OFFICER | 1 | $0 | $973,129 | $160,463 | $1,133,592 | 5 |
| PRITI MODY | MANAGING DIRECTOR | 40 | $880,759 | $0 | $18,239 | $898,998 | 1 |
| GRANT W HARRIS | SVP, CHIEF DEV OFFICER - END 9/2/25 | 40 | $731,768 | $0 | $59,805 | $791,573 | 1 |
| SPENCER D SEALS | SVP CONSTRUCTION & REAL ESTATE | 1 | $0 | $473,682 | $97,738 | $571,420 | 7 |
| DAYLE LOWRY | DIRECTOR OF OPERATIONS - END 4/28/2025 | 40 | $382,102 | $0 | $34,518 | $416,620 | 1 |
| KIMBERLY MCGINNIS | VP FOUNDATION | 40 | $274,921 | $0 | $66,499 | $341,420 | 1 |
| DREW SMITH | SENIOR INVESTMENT ANALYST | 40 | $207,204 | $0 | $22,179 | $229,383 | 1 |
| JAMYE SHAFFER | MANAGER, INVESTMENT OPERATIONS | 40 | $183,972 | $0 | $44,529 | $228,501 | 1 |
| MARTHA MATTOX | AVP, MAJOR GIFTS | 40 | $212,355 | $0 | $12,120 | $224,475 | 1 |
| MARY CARA MARTZ | SECRETARY | 1 | $0 | $193,688 | $26,567 | $220,255 | 9 |
| KRISTEN BLACK | DIRECTOR, PHILANTHROPY | 40 | $170,232 | $0 | $42,923 | $213,155 | 1 |
| JENNIFER JOHNSON | FORMER AVP DONOR RELATION | 0 | $133,051 | $0 | $4,648 | $137,699 | 1 |
| BELEN M GARREN | TRUSTEE - SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 2 |
| BRIAN C CRUMLEY | TRUSTEE - VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 4 |
| PETER L PHILPOTT | TRUSTEE - CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 10 |
| RICK SORENSON | TRUSTEE - VICE CHAIRMAN - END 5/31/25 | 2 | $0 | $0 | $0 | $0 | 4 |
| WILLIAM E BAILEY | TRUSTEE - SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 3 |
| ANDREW J ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW P LOMBARDI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANN B HOUSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ANNE M CARVALHO | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| BENJAMIN A ROSENTHAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN C NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| CLARABELE DODSON | TRUSTEE-EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| DALE F KLOSE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| HADLEY WOERNER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| HARLINGTON PETER KU DDS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JERRY R CONATSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JOHN MERRIFIELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KARL BIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| KATHRYN S WELLS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENNETH HAMPTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LAURA BIRD | TRUSTEE - END 5/31/25 | 1 | $0 | $0 | $0 | $0 | 9 |
| MELISSA M KIRTLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL M GONZALEZ SR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| R KYLE KIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| R RUSSELL MORTON | TRUSTEE - END 5/31/25 | 1 | $0 | $0 | $0 | $0 | 5 |
| RACHEL R WERNER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD W DYESS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROGER P MARCINCUK JR | TRUSTEE - END 5/31/25 | 1 | $0 | $0 | $0 | $0 | 1 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| VICTORIA PUENTE-PETERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| WALLY JONES | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM BUTLER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM JACKSON RATTIKIN III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIE HOUSTON III | TRUSTEE - END 5/31/25 | 1 | $0 | $0 | $0 | $0 | 1 |
| KYLE EDGINGTON PHD | SVP, CHIEF DEVELOPMENT OFFICER | 40 | $0 | $0 | $0 | $0 | 1 |
2023 · 54 people listed · 16 paid, $12.9M · 44 employees · 87 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rick W Merrill | President/CEO | 8 | $551,089 | $2,204,354 | $550,074 | $3,305,517 | 10 |
| B Anthony Bagwell | SVP, CIIO | 40 | $1,763,275 | $0 | $218,385 | $1,981,660 | 2 |
| Stephen W Kimmel | EVP, Sys Finance | 2 | $60,884 | $1,156,796 | $175,382 | $1,393,062 | 12 |
| Joseph M Gallagher | SVP, Chief Legal Officer | 1 | $0 | $883,970 | $138,911 | $1,022,881 | 5 |
| Cory R Rhoades | Chief Financial Officer | 2 | $0 | $866,208 | $136,241 | $1,002,449 | 5 |
| Priti Mody | Managing Director | 40 | $921,781 | $0 | $17,279 | $939,060 | 1 |
| Grant W Harris | SVP, Chief Development Officer | 40 | $654,800 | $0 | $115,101 | $769,901 | 1 |
| Spencer D Seals | VP Construction & Real Estate | 2 | $0 | $403,495 | $84,754 | $488,249 | 7 |
| Dayle Lowry | Investment Operations Mgr | 40 | $328,639 | $0 | $26,832 | $355,471 | 1 |
| Christopher Tindell | Investment Manager | 40 | $282,842 | $0 | $33,451 | $316,293 | 1 |
| Kimberly Mcginnis | Vice President | 40 | $258,830 | $0 | $53,095 | $311,925 | 1 |
| Jennifer Johnson | AVP Donor Relations | 40 | $235,953 | $0 | $25,973 | $261,926 | 1 |
| Mary Cara Martz | Secretary | 1 | $0 | $183,907 | $21,095 | $205,002 | 9 |
| Drew Smith | Senior Investment Analyst | 40 | $194,795 | $0 | $9,747 | $204,542 | 1 |
| Jamye Shaffer | Manager, Investment Operations | 40 | $173,710 | $0 | $30,521 | $204,231 | 1 |
| Martha Mattox | AVP, Major Gifts | 40 | $169,826 | $0 | $9,975 | $179,801 | 1 |
| Belen M Garren | Trustee - Sec/Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Peter L Philpott | Trustee - Chairman | 2 | $0 | $0 | $0 | $0 | 10 |
| Rick Sorenson | Trustee - Vice Chair | 2 | $0 | $0 | $0 | $0 | 4 |
| Andrew J Rosell | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Andrew P Lombardi | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ashli Blumenfeld | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 | 4 |
| Benjamin A Rosenthal | Trustee START 6/1/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| Brian C Crumley | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Brian C Newby | Trustee | 1 | $0 | $0 | $0 | $0 | 17 |
| Dale F Klose | Trustee START 6/1/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| Frost R Prioleau | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 | 3 |
| Hadley Woerner | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Harlington Peter Ku DDS | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| James E Webb | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
| James Matthew Johnson | Trustee END 5/31/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerry R Conatser | Trustee END 5/31/24 | 1 | $0 | $0 | $0 | $0 | 6 |
| John Merrifield | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jon S Brumley | Trustee END 5/31/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| Karl Biggs | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Kathryn S Wells | Trustee START 6/1/24 | 1 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Hampton | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Laura Bird | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| Lisa H Jamieson | Trustee END 5/31/24 | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael M Gonzalez Sr | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael R Dike | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Michael R Pavell | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| R Kyle Kight | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| R Russell Morton | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Rachel R Werner | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Richard W Dyess | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Roger P Marcincuk Jr | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Rosalind Evans | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Victoria Puente-Peters | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Wally Jones | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| William Butler | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| William E Bailey | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| William Jackson Rattikin III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Willie Houston III | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 51 people listed · 15 paid, $12.6M · 46 employees · 92 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rick W Merrill | President/CEO | 8 | $735,802 | $2,768,015 | $182,676 | $3,686,493 | 10 |
| B Anthony Bagwell | SVP, CIIO | 40 | $1,588,796 | $0 | $212,026 | $1,800,822 | 2 |
| Stephen W Kimmel | EVP, Sys Finance | 2 | $54,982 | $1,044,658 | $170,569 | $1,270,209 | 12 |
| Joseph M Gallagher | SVP, Chief Legal Officer | 1 | $0 | $831,546 | $145,319 | $976,865 | 5 |
| Cory R Rhoades | Chief Financial Officer | 2 | $0 | $774,430 | $138,551 | $912,981 | 5 |
| Priti Mody | Managing Director | 40 | $795,419 | $0 | $14,488 | $809,907 | 1 |
| Grant W Harris | SVP, Chief Development Officer | 40 | $615,883 | $0 | $121,600 | $737,483 | 1 |
| Spencer D Seals | VP Construction & Real Estate | 2 | $0 | $383,947 | $90,528 | $474,475 | 7 |
| Kyle Daley | Investment Manager | 40 | $325,718 | $0 | $35,998 | $361,716 | 1 |
| Christopher Tindell | Investment Manager | 40 | $279,936 | $0 | $44,063 | $323,999 | 1 |
| Dayle Lowry | Investment Operations Manager | 40 | $296,183 | $0 | $26,495 | $322,678 | 1 |
| Kimberly Mcginnis | VP | 40 | $223,954 | $0 | $49,025 | $272,979 | 1 |
| Jennifer Johnson | AVP Donor Relations | 40 | $226,687 | $0 | $25,843 | $252,530 | 1 |
| Mary Cara Martz | Secretary | 1 | $0 | $176,919 | $24,465 | $201,384 | 9 |
| Kelsey Picken | Director, Planned Giving | 40 | $132,146 | $0 | $14,431 | $146,577 | 1 |
| Belen M Garren | Trustee - Sec/Treasurer | 2 | $0 | $0 | $0 | $0 | 2 |
| Brian C Crumley | Trustee - Sec/Treasurer End 05/23 | 2 | $0 | $0 | $0 | $0 | 4 |
| Peter L Philpott | Trustee - Chairman | 2 | $0 | $0 | $0 | $0 | 10 |
| Rick Sorenson | Trustee - Vice Chair | 2 | $0 | $0 | $0 | $0 | 4 |
| Andrew J Rosell | Trustee End 05/23 | 1 | $0 | $0 | $0 | $0 | 3 |
| Andrew P Lombardi | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Ashli Blumenfeld | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Brian C Newby | Trustee | 1 | $0 | $0 | $0 | $0 | 17 |
| Frost R Prioleau | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Hadley Woerner | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Harlington Peter Ku DDS | Trustee START 06/23 | 1 | $0 | $0 | $0 | $0 | 1 |
| James E Webb | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
| James Matthew Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerry R Conatser | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
| John Merrifield | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| Jon S Brumley | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Karl Biggs | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Kenneth Hampton | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Laura Bird | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| Lisa H Jamieson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael M Gonzalez Sr | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael R Dike | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
| Michael R Pavell | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| R Kyle Kight | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| R Russell Morton | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Rachel R Werner | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Richard W Dyess | TRUSTEE END 05/23 | 1 | $0 | $0 | $0 | $0 | 4 |
| Roger P Marcincuk Jr | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Rosalind Evans | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Victoria Puente-Peters | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| Wally Jones | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| William Butler | Trustee START 06/23 | 1 | $0 | $0 | $0 | $0 | 2 |
| William E Bailey | Trustee START 06/23 | 1 | $0 | $0 | $0 | $0 | 3 |
| William Jackson Rattikin III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Willie Houston III | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| WM (Mack) Lawhon | TRUSTEE END 05/23 | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 53 people listed · 15 paid, $9.7M · 45 employees · 78 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Rick W Merrill | President & CEO | 9 | $529,723 | $1,878,109 | $255,556 | $2,663,388 | 10 |
| B ANTHONY BAGWELL | SVP, CIIO | 40 | $1,076,836 | $0 | $161,378 | $1,238,214 | 2 |
| Stephen W Kimmel | EVP, System Finance | 2 | $52,133 | $990,536 | $162,506 | $1,205,175 | 12 |
| Joseph M Gallagher | SVP, Chief Legal Officer | 1 | $0 | $748,085 | $137,524 | $885,609 | 5 |
| CORY R RHOADES | Chief Financial Officer | 2 | $0 | $740,482 | $133,681 | $874,163 | 5 |
| Grant W Harris | SVP, Chief Development Officer | 40 | $578,198 | $0 | $116,444 | $694,642 | 1 |
| SPENCER D SEALS | VP Construction & Real Estate | 2 | $0 | $376,149 | $86,425 | $462,574 | 7 |
| Kyle Daley | Investment Manager | 40 | $237,675 | $0 | $42,696 | $280,371 | 1 |
| Christopher Tindell | Investment Manager | 40 | $235,559 | $0 | $42,012 | $277,571 | 1 |
| Jennifer Johnson | AVP Donor Relations | 40 | $220,337 | $0 | $14,884 | $235,221 | 1 |
| Kimberly Mcginnis | Assistant Vice President | 40 | $184,276 | $0 | $40,730 | $225,006 | 1 |
| Mary Cara Martz | Secretary | 1 | $0 | $169,553 | $23,484 | $193,037 | 9 |
| Dayle Lowry | Investment Operations Manager | 40 | $166,219 | $0 | $23,839 | $190,058 | 1 |
| Martha Mattox | Director, Philanthropy | 40 | $140,742 | $0 | $9,800 | $150,542 | 1 |
| Kristen Black | Director, Philanthropy | 40 | $134,792 | $0 | $11,690 | $146,482 | 1 |
| Karl Biggs | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Laura Bird | Trustee | 1 | $0 | $0 | $0 | $0 | 9 |
| Ashli Blumenfeld | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| Teresa Brownlie | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Jon S Brumley | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Jerry R Conatser | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
| BRIAN C CRUMLEY | Trustee - Secretary/Treasurer | 2 | $0 | $0 | $0 | $0 | 4 |
| Lezlie P Davis | Trustee - End: 05/2022 | 1 | $0 | $0 | $0 | $0 | 1 |
| Michael R Dike | Trustee - End: 05/2022 | 1 | $0 | $0 | $0 | $0 | 8 |
| Clarabele Pit Dodson | Trustee - End: 05/2022 | 1 | $0 | $0 | $0 | $0 | 1 |
| James R Dunaway Jr | Trustee - End: 05/2022 | 1 | $0 | $0 | $0 | $0 | 5 |
| Richard W Dyess | Trustee - Vice Chair | 2 | $0 | $0 | $0 | $0 | 4 |
| Rosalind Evans | Trustee - End: 05/2022 | 1 | $0 | $0 | $0 | $0 | 4 |
| Jay L Fierke MD | Trustee - End: 05/2022 | 1 | $0 | $0 | $0 | $0 | 2 |
| Belen M Garren | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Michael M Gonzalez Sr | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Kenneth Hampton | Trustee - Start: 06/2022 | 1 | $0 | $0 | $0 | $0 | 1 |
| Willie Houston III | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Lisa H Jamieson | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| James Matthew Johnson | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| Wally Jones | Trustee - Start: 06/2022 | 1 | $0 | $0 | $0 | $0 | 3 |
| R Kyle Kight | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| W M MACK LAWHON | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Andrew P Lombardi | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Roger P Marcincuk Jr | Trustee | 1 | $0 | $0 | $0 | $0 | 1 |
| John Merrifield | Trustee - Start: 06/2022 | 1 | $0 | $0 | $0 | $0 | 1 |
| R Russell Morton | Trustee - Chair | 2 | $0 | $0 | $0 | $0 | 5 |
| Brian C Newby | Trustee | 1 | $0 | $0 | $0 | $0 | 17 |
| Michael R Pavell | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| PETER L PHILPOTT | Trustee - Vice Chair | 2 | $0 | $0 | $0 | $0 | 10 |
| FROST R PRIOLEAU | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| VICTORIA PUENTE-PETERS | Trustee - Start: 06/2022 | 1 | $0 | $0 | $0 | $0 | 5 |
| WILLIAM JACKSON RATTIKIN III | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| Andrew J Rosell | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Rick Sorenson | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| James E Webb | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
| Rachel R Werner | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| Hadley Woerner | Trustee | 1 | $0 | $0 | $0 | $0 | 8 |
2020 · 52 people listed · 15 paid, $10.0M · 43 employees · 58 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $524,566 | $1,859,821 | $255,387 | $2,639,774 | 10 |
| B ANTHONY BAGWELL | SVP CIIO | 40 | $1,360,265 | $0 | $163,897 | $1,524,162 | 2 |
| STEPHEN W KIMMEL | EVP SYS FINANCE | 2 | $50,632 | $962,007 | $129,999 | $1,142,638 | 12 |
| CORY R RHOADES | CHIEF FINANCIAL OFFICER | 2 | $0 | $771,239 | $122,729 | $893,968 | 5 |
| JOSEPH M GALLAGHER | SVP CHIEF LEGAL OFFICER | 1 | $0 | $685,506 | $117,159 | $802,665 | 5 |
| GRANT W HARRIS | SVP CHIEF DEVELOPMENT OFFICER | 40 | $482,009 | $0 | $98,523 | $580,532 | 1 |
| SPENCER D SEALS | VP CONSTRUCTION & REAL ESTATE | 2 | $0 | $387,200 | $55,020 | $442,220 | 7 |
| ELI BLOSHTEIN | INVESTMENT MANAGER | 40 | $422,054 | $0 | $0 | $422,054 | 1 |
| KYLE DALEY | INVESTMENT MANAGER | 40 | $232,740 | $0 | $45,737 | $278,477 | 1 |
| CHRISTOPHER TINDELL | INVESTMENT MANAGER | 40 | $228,656 | $0 | $46,998 | $275,654 | 1 |
| JENNIFER JOHNSON | AVP DONOR RELATIONS | 40 | $216,564 | $0 | $14,591 | $231,155 | 1 |
| KIMBERLY A MCGINNIS | ASSISTANT VICE PRESIDENT | 40 | $180,714 | $0 | $43,424 | $224,138 | 1 |
| MARY CARA MARTZ | SECRETARY | 1 | $0 | $165,987 | $24,953 | $190,940 | 9 |
| AMANDA K LEWIS | DIRECTOR | 40 | $139,457 | $0 | $47,087 | $186,544 | 1 |
| DAYLE LOWRY | INVESTMENT OPERATIONS MANAGER | 40 | $141,349 | $0 | $24,485 | $165,834 | 1 |
| BRIAN C NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| ANDREW J ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ASHLI BLUMENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JERRY R CONATSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRIAN C CRUMLEY | TRUSTEE - SEC/Treasurer | 2 | $0 | $0 | $0 | $0 | 4 |
| MICHAEL R DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD W DYESS | TRUSTEE - VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JAY L FIERKE MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENT HORST | TRUSTEE - END: 06/2021 | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES MATTHEW JOHNSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| G MALCOLM LOUDEN | TRUSTEE - END: 06/2021 | 1 | $0 | $0 | $0 | $0 | 10 |
| RYAN T MATTHEWS | TRUSTEE - END: 06/2021 | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| PETER L PHILPOTT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| KARL BIGGS | TRUSTEE - START: 06/2021 | 1 | $0 | $0 | $0 | $0 | 3 |
| LAURA BIRD | TRUSTEE - START: 06/2021 | 1 | $0 | $0 | $0 | $0 | 9 |
| JON S JOHNNY BRUMLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CARIE BURNETTE | TRUSTEE - END: 06/2021 | 1 | $0 | $0 | $0 | $0 | 1 |
| LEZLIE P DAVIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CLARABELE PIT DODSON | TRUSTEE - EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| BELEN M GARREN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL M GONZALEZ SR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIE HOUSTON III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA H JAMIESON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| R KYLE KIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| W M MACK LAWHON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ANDREW P LOMBARDI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROGER P MARCINCUK JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| R RUSSELL MORTON | TRUSTEE - CHAIR | 2 | $0 | $0 | $0 | $0 | 5 |
| FROST R PRIOLEAU | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM JACKSON RATTIKIN III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICK SORENSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RACHEL R WERNER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2019 · 53 people listed · 15 paid, $8.2M · 49 employees · 95 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $464,895 | $1,648,262 | $248,553 | $2,361,710 | 10 |
| B ANTHONY BAGWELL | CIIO | 40 | $1,189,038 | $0 | $99,630 | $1,288,668 | 2 |
| STEPHEN KIMMEL | CFO | 2 | $47,185 | $896,522 | $119,652 | $1,063,359 | 12 |
| STANLEY E DAVIS | SR. VP, COO | 0 | $0 | $543,653 | $107,996 | $651,649 | 4 |
| GRANT W HARRIS | SVP CHIEF DEVELOPMENT OFFICER | 40 | $434,907 | $0 | $93,274 | $528,181 | 1 |
| KYLE DALEY | INVESTMENT MANAGER | 40 | $280,277 | $0 | $44,340 | $324,617 | 1 |
| CHRISTOPHER TINDELL | INVESTMENT MANAGER | 40 | $272,833 | $0 | $48,946 | $321,779 | 1 |
| SPENCER D SEALS | VP CONSTRUCTION & REAL ESTATE | 2 | $0 | $247,940 | $52,417 | $300,357 | 7 |
| JENNIFER JOHNSON | AVP DONOR RELATIONS | 40 | $208,162 | $0 | $14,358 | $222,520 | 1 |
| KIMBERLY A MCGINNIS | ASSISTANT VICE PRESIDENT | 40 | $161,676 | $0 | $42,782 | $204,458 | 1 |
| JON R JOHNSON | DIRECTOR | 40 | $0 | $159,792 | $31,873 | $191,665 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $157,852 | $31,463 | $189,315 | 8 |
| AMANDA K LEWIS | DIRECTor | 40 | $134,297 | $0 | $46,532 | $180,829 | 1 |
| DAYLE LOWRY | INVESTMENT OPERATIONS MANAGER | 40 | $145,731 | $0 | $24,710 | $170,441 | 1 |
| MARTHA MATTOX | DIRECTOR PHILANTHROPY | 40 | $129,083 | $0 | $24,122 | $153,205 | 1 |
| ASHLI BLUMENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CARIE BURNETTe | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JERRY R CONATSER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRIAN CRUMLEY | TRUSTEE - SEC/TREASURER | 2 | $0 | $0 | $0 | $0 | 4 |
| LEZLIE P DAVIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| CLARABELE PIT DODSON | TRUSTEE - EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD DYESS | TRUSTEE - VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JAY L FIERKE MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KENT HORST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| R KYLE KIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW P LOMBARDI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ROGER P MARCINCUK JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RYAN T MATTHEWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RUSSELL MORTON | TRUSTEE- CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| BRYAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICK SORENSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JAMES WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM JACKSON RATTIKIN III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WM LAWHON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| BELEN M GARREN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIE HOUSTON III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LISA H JAMIESON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES MATTHEW JOHNSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| FROST R PRIOLEAU | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RACHEL R WERNER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JON S BRUMLEY JONNY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LARRY G AUTREY | TRUSTEE - END: 06/2020 | 1 | $0 | $0 | $0 | $0 | 7 |
| REBECCA STUPFEL | TRUSTEE - END | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER PHILPOTT | TRUSTEE - END: 06/2020 | 1 | $0 | $0 | $0 | $0 | 10 |
| KATHRYN FARMER | TRUSTEE - END: 06/2020 | 1 | $0 | $0 | $0 | $0 | 1 |
| CYNTHIA PRINCE | TRUSTEE - END: 06/2020 | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 50 people listed · 12 paid, $5.6M · 47 employees · 109 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $390,165 | $1,383,313 | $234,191 | $2,007,669 | 10 |
| STEPHEN KIMMEL | CFO | 2 | $44,047 | $836,876 | $94,312 | $975,235 | 12 |
| GRANT W HARRIS | SVP CHIEF DEVELOPMENT OFFICER | 40 | $410,213 | $0 | $81,385 | $491,598 | 1 |
| PATRICK O'CONNOR | FORMER CIIO, END: 7/2018 | 0 | $397,618 | $0 | $25,247 | $422,865 | 1 |
| KYLE DALEY | INVESTMENT MANAGER | 40 | $268,212 | $0 | $32,130 | $300,342 | 1 |
| CHRISTOPHER TINDELL | INVESTMENT MANAGER | 40 | $252,658 | $0 | $31,730 | $284,388 | 1 |
| APURVA MEHTA | FORMER DEPUTY CIO END: 7/2018 | 0 | $209,163 | $0 | $29,986 | $239,149 | 1 |
| JENNIFER JOHNSON | AVP DONOR RELATIONS | 40 | $204,045 | $0 | $13,769 | $217,814 | 1 |
| SPENCER SEALS | VP CONSTRUCTION & REAL ESTATE | 2 | $0 | $172,845 | $37,774 | $210,619 | 7 |
| CARA MARTZ | SECRETARY | 1 | $0 | $141,294 | $22,922 | $164,216 | 8 |
| DAYLE LOWREY | INVESTMENT OPERATIONS MANAGER | 40 | $143,561 | $0 | $20,050 | $163,611 | 1 |
| MARTHA MATTOX | DIRECTOR PHILANTHROPY | 40 | $119,558 | $0 | $18,358 | $137,916 | 1 |
| LARRY G AUTREY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| BRIAN D BARNARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ASHLI BLUMENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| G THOMAS BOSWELL | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CARIE BURNETTE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JERRY R CONATSER | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 6 |
| BRIAN CRUMLEY | TRUSTEE SEC/TREASURER | 2 | $0 | $0 | $0 | $0 | 4 |
| LEZLIE P DAVIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| CLARABELE PIT DODSON | TRUSTEE-EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD DYESS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KATHRYN M FARMER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JAY L FIERKE M D | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENT HORST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATT JOHNSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| R KYLE KIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW P LOMBARDI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ROGER P MARCINCUK JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RYAN T MATTHEWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RUSSELL MORTON | TRUSTEE-V. Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| BONNIE PETSCHE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| PETER L PHILPOTT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| CYNTHIA PRINCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN M RICHARDSON MD | TRUSTEE EMERITUS | 1 | $0 | $0 | $0 | $0 | 5 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICK SORENSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| REBECCA M STUPFEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| WILLIAM JACKSON RATTIKIN III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WM LAWHON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| B ANTHONY BAGWELL | CIIO | 40 | $0 | $0 | $0 | $0 | 2 |
2017 · 51 people listed · 13 paid, $7.3M · 53 employees · 111 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $532,665 | $1,888,538 | $216,152 | $2,637,355 | 10 |
| PATRICK B O'CONNOR THRU 72718 | SVP INSTITUTIONAL INVEST CIIO | 40 | $1,108,966 | $0 | $33,828 | $1,142,794 | 1 |
| STEPHEN W KIMMEL | CFO | 2 | $42,376 | $805,161 | $104,515 | $952,052 | 12 |
| APURVA MEHTA | DEPUTY CIO (THRU 7/27/18) | 40 | $541,498 | $0 | $38,324 | $579,822 | 1 |
| GRANT HARRIS | SVP CHIEF DEVELOPMENT OFFICER | 40 | $329,833 | $0 | $42,105 | $371,938 | 1 |
| FALAK PANDIT | INVESTMENT DIR. (THRU 12/1/17) | 40 | $300,818 | $0 | $33,344 | $334,162 | 1 |
| GEORGE B MONTAGUE | VP REAL ESTATE | 0 | $0 | $250,714 | $25,648 | $276,362 | 4 |
| JENNIFER JOHNSON | AVP - DONOR RELATIONS | 40 | $199,346 | $0 | $11,696 | $211,042 | 1 |
| MELANIE CORCORAN | AVP DONOR STRATEGY | 40 | $160,753 | $0 | $6,400 | $167,153 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $140,312 | $22,833 | $163,145 | 8 |
| SPENCER SEALS | VP CONSTRUCTION & REAL ESTATE | 2 | $0 | $126,854 | $33,683 | $160,537 | 7 |
| SUZANNE RUSSELL | GIFT OFFICER | 40 | $134,028 | $0 | $12,653 | $146,681 | 1 |
| GERALDINE WILLIAMS | DIRECTOR COMMUNITY PROGRAMS | 40 | $114,054 | $0 | $11,880 | $125,934 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| RANDALL EISENMANN | TRUSTEE (THRU 5/31/18) | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| LARRY AUTREY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| BRIAN D BARNARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ASHLI BLUMENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| G THOMAS BOSWELL | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN CRUMLEY | TRUSTEE-SEC/TREASURER | 2 | $0 | $0 | $0 | $0 | 4 |
| JULIA DAVIDSON THRU 53118 | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD W DYESS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KATIE FARMER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JAY L FIERKE MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE (THRU 5/31/18) | 1 | $0 | $0 | $0 | $0 | 1 |
| KENT A HORST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATT JOHNSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| RYAN T MATTHEWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| BONNIE PETSCHE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| PETER L PHILPOTT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| CYNTHIA PRINCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| REBECCA M STUPFEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE (THRU 5/31/18) | 1 | $0 | $0 | $0 | $0 | 6 |
| CARIE BURNETTE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JERRY R CONATSER | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 6 |
| LESLIE P DAVIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| CLARABELE PIT DODSON | TRUSTEE-EMERITUS | 1 | $0 | $0 | $0 | $0 | 1 |
| R KYLE KNIGHT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW P LOMBARDI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROGER MARCINCUK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RUSSELL MORTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN RICHARDSON MD | TRUSTEE - EMERITUS | 1 | $0 | $0 | $0 | $0 | 5 |
| RICK SORENSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2016 · 49 people listed · 12 paid, $6.3M · 45 employees · 111 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $356,576 | $1,228,206 | $207,971 | $1,792,753 | 10 |
| PATRICK B O'CONNOR | SVP, INST'L INVESTMENT/CIO | 40 | $1,037,419 | $0 | $37,802 | $1,075,221 | 1 |
| STEPHEN W KIMMEL | CFO | 2 | $38,290 | $727,519 | $111,103 | $876,912 | 12 |
| APURVA MEHTA | DEPUTY CIO | 40 | $530,298 | $0 | $34,630 | $564,928 | 1 |
| GEORGE B MONTAGUE | VP - REAL ESTATE | 2 | $0 | $338,122 | $46,439 | $384,561 | 4 |
| GRANT HARRIS | VP-DEVELOPMENT WICF | 40 | $325,076 | $0 | $49,625 | $374,701 | 1 |
| FALAK PANDIT | INVESTMENT DIRECTOR | 40 | $320,934 | $0 | $36,351 | $357,285 | 1 |
| ELI BLOSHTEIN | INVESTMENT MANAGER | 40 | $201,679 | $0 | $18,449 | $220,128 | 1 |
| JENNIFER JOHNSON | AVP - DONOR RELATIONS | 40 | $195,759 | $0 | $17,050 | $212,809 | 1 |
| SUZANNE RUSSELL | GIFT OFFICER | 40 | $146,243 | $0 | $16,123 | $162,366 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $129,249 | $21,196 | $150,445 | 8 |
| MELANIE CORCORAN | AVP, DONOR STGY/COMMUNICATION | 40 | $136,807 | $0 | $4,754 | $141,561 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| RANDALL EISENMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| LARRY AUTREY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| BRIAN D BARNARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ASHLI BLUMENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| G THOMAS BOSWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JERRY R CONATSER | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 6 |
| BRIAN CRUMLEY | TRUSTEE-SEC/TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| JULIA DAVIDSON | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD W DYESS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KATIE FARMER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JAY L FIERKE MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENT A HORST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATT JOHNSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MASON D KING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| CARIE BURNETTE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LESLIE P DAVIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| ROGER MARCINCUK | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RYAN T MATTHEWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RUSSELL MORTON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| BONNIE PETSCHE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| PETER L PHILPOTT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| CYNTHIA PRINCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RICK SORENSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| REBECCA M STUPFEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2015 · 50 people listed · 12 paid, $5.5M · 46 employees · 105 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $333,021 | $1,147,072 | $205,294 | $1,685,387 | 10 |
| STEPHEN W KIMMEL | CFO | 2 | $36,854 | $700,219 | $99,556 | $836,629 | 12 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $803,598 | $0 | $32,036 | $835,634 | 1 |
| APURVA MEHTA | V PRES-MANAGING DIR INVESTMTS | 40 | $347,889 | $0 | $33,014 | $380,903 | 1 |
| GEORGE B MONTAGUE | V PRESIDENT - REAL ESTATE | 2 | $0 | $324,952 | $43,690 | $368,642 | 4 |
| GRANT HARRIS | V PRESIDENT-DEVELOPMENT | 40 | $314,660 | $0 | $39,818 | $354,478 | 1 |
| FALAK PANDIT | INVESTMENT DIRECTOR | 40 | $196,151 | $0 | $15,227 | $211,378 | 1 |
| JENNIFER JOHNSON | AVP - DONOR RELATIONS | 40 | $189,085 | $0 | $16,907 | $205,992 | 1 |
| SUZANNE RUSSELL | GIFT OFFICER | 40 | $144,405 | $0 | $14,293 | $158,698 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $139,777 | $15,489 | $155,266 | 8 |
| MELANIE CORCORAN | GIFT OFFICER | 40 | $132,055 | $0 | $6,002 | $138,057 | 1 |
| GERALDINE WILLIAMS | DIRECTOR-COMMUNITY PROGRAMS | 40 | $108,338 | $0 | $17,674 | $126,012 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| RANDALL EISENMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| LARRY AUTREY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| BRIAN D BARNARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| ASHLI BLUMENFELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| G THOMAS BOSWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JERRY R CONATSER | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 6 |
| BRIAN CRUMLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| JULIA DAVIDSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RICHARD W DYESS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KATIE FARMER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JAY L FIERKE MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| KENT A HORST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATT JOHNSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MASON D KING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| NICHOLAS M KYPREOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| GEORGE F LEBUS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RYAN T MATTHEWS | TRUSTEE-SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 3 |
| TRACY P MCGEHEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| BONNIE PETSCHE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| PETER L PHILPOTT | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 10 |
| CYNTHIA PRINCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM E ROSENTHAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| EDWIN S RYAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| REBECCA M STUPFEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2014 · 47 people listed · 10 paid, $4.8M · 41 employees · 98 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $354,860 | $1,222,296 | $198,144 | $1,775,300 | 10 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $660,831 | $0 | $23,081 | $683,912 | 1 |
| STEPHEN W KIMMEL | CFO | 2 | $29,906 | $568,209 | $25,307 | $623,422 | 12 |
| GEORGE B MONTAGUE | VP, REAL ESTATE | 2 | $0 | $386,794 | $34,988 | $421,782 | 4 |
| GRANT HARRIS | VP, DEVELOPMENT | 40 | $291,375 | $0 | $30,588 | $321,963 | 1 |
| APURVA MEHTA | ASST VP-MANAGING DIR INVESTMEN | 40 | $283,678 | $0 | $25,588 | $309,266 | 1 |
| JENNIFER JOHNSON | ASST VP-DONOR RELATIONS | 40 | $234,818 | $0 | $17,317 | $252,135 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $151,839 | $14,101 | $165,940 | 8 |
| SUZANNE RUSSELL | GIFT OFFICER | 40 | $134,300 | $0 | $11,410 | $145,710 | 1 |
| GERALDINE WILLIAMS | DIRECTOR-COMMUNITY PROGRAMS | 40 | $104,110 | $0 | $11,787 | $115,897 | 1 |
| G THOMAS BOSWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JULIA DAVIDSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| JOY ANN HAVRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY KAY HOWARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MASON D KING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| NICK KYPREOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE F LEBUS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE-SECRETARY/TREASURER | 2 | $0 | $0 | $0 | $0 | 4 |
| TRACY MCGEHEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM E ROSENTHAL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| LINDA MORRIS ELSEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| MICHAEL R PAVELL | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 3 |
| WIN RYAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| VICKIE V STEVENS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRIAN D BARNARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MARTIN H ENGLANDER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| PETER L PHILPOTT | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 10 |
| KENT HORST | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RYAN MATTHEWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| REBECCA M STUPFEL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL DIKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 8 |
| RANDALL EISENMANN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROSALIND EVANS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KATIE FARMER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JAY L FIERKE MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TERESA BROWNLIE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRIAN CRUMLEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| RICHARD W DYESS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| ANDREW ROSELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2013 · 48 people listed · 11 paid, $4.3M · 39 employees · 98 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 9 | $301,060 | $1,036,986 | $190,582 | $1,528,628 | 10 |
| RICHARD P GOODE | CFO | 2 | $38,989 | $629,782 | $29,091 | $697,862 | 14 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $518,713 | - | $18,504 | $537,217 | 1 |
| GEORGE B MONTAGUE | VP, REAL ESTATE | 2 | - | $307,293 | $31,571 | $338,864 | 4 |
| GRANT HARRIS | VP, DEVELOPMENT | 40 | $242,274 | - | $26,190 | $268,464 | 1 |
| APURVA MEHTA | AVP-MANAGING DIR INVESTMENTS | 40 | $196,953 | - | $21,510 | $218,463 | 1 |
| JENNIFER JOHNSON | AVP-DONOR RELATIONS | 40 | $172,870 | - | $16,160 | $189,030 | 1 |
| LESLEY ATKINSON | DIRECTOR, DEVELOPMENT | 40 | $142,942 | - | $12,753 | $155,695 | 3 |
| SUZANNE RUSSELL | GIFT OFFICER | 40 | $130,278 | - | $10,226 | $140,504 | 1 |
| CARA MARTZ | SECRETARY | 1 | - | $111,349 | $8,771 | $120,120 | 8 |
| AMY ROBINSON | DIRECTOR-DEVELOPMENT/OPNS | 40 | $101,393 | - | $16,159 | $117,552 | 1 |
| R JEFFREY ALEXANDER | TRUSTEE | 1 | - | - | - | $0 | 3 |
| ROBIN W ARENA | TRUSTEE | 1 | - | - | - | $0 | 2 |
| G THOMAS BOSWELL | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JULIA DAVIDSON | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | - | - | - | $0 | 5 |
| DAVID G FISCHER | TRUSTEE | 1 | - | - | - | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | - | - | - | $0 | 1 |
| JOY ANN HAVRAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| NANCY KAY HOWARD | TRUSTEE | 1 | - | - | - | $0 | 2 |
| MASON D KING | TRUSTEE | 1 | - | - | - | $0 | 4 |
| NICK KYPREOS | TRUSTEE | 1 | - | - | - | $0 | 1 |
| GEORGE F LEBUS | TRUSTEE | 1 | - | - | - | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | - | - | - | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE | 1 | - | - | - | $0 | 4 |
| TRACY MCGEHEE | TRUSTEE | 1 | - | - | - | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | - | - | - | $0 | 1 |
| WILLIAM E ROSENTHAL | TRUSTEE | 1 | - | - | - | $0 | 3 |
| LINDA MORRIS ELSEY | TRUSTEE | 1 | - | - | - | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | - | - | - | $0 | 17 |
| MICHAEL R PAVELL | TRUSTEE | 1 | - | - | - | $0 | 3 |
| WIN RYAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| VICKIE V STEVENS | TRUSTEE-SECR/TREASURER | 2 | - | - | - | $0 | 2 |
| JAMES E WEBB | TRUSTEE-CHAIRMAN | 2 | - | - | - | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | - | - | - | $0 | 6 |
| BRIAN D BARNARD | TRUSTEE | 1 | - | - | - | $0 | 3 |
| MARTIN H ENGLANDER | TRUSTEE | 1 | - | - | - | $0 | 2 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | - | - | - | $0 | 2 |
| PETER L PHILPOTT | TRUSTEE-VICE CHAIRMAN | 2 | - | - | - | $0 | 10 |
| KENT HORST | TRUSTEE | 1 | - | - | - | $0 | 1 |
| RYAN MATTHEWS | TRUSTEE | 1 | - | - | - | $0 | 3 |
| REBECCA M STUPFEL | TRUSTEE | 1 | - | - | - | $0 | 2 |
| MICHAEL DIKE | TRUSTEE | 1 | - | - | - | $0 | 8 |
| RANDALL EISENMANN | TRUSTEE | 1 | - | - | - | $0 | 1 |
| ROSALIND EVANS | TRUSTEE | 1 | - | - | - | $0 | 4 |
| KATIE FARMER | TRUSTEE | 1 | - | - | - | $0 | 3 |
| JAY L FIERKE MD | TRUSTEE | 1 | - | - | - | $0 | 2 |
| STEPHEN W KIMMEL | CFO | 2 | - | - | - | $0 | 12 |
2012 · 46 people listed · 11 paid, $5.6M · 40 employees · 94 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT & CEO | 8 | $410,544 | $1,642,175 | $86,679 | $2,139,398 | 10 |
| RICHARD P GOODE | CFO | 2 | $43,078 | $818,474 | $32,851 | $894,403 | 14 |
| ROBERT K FEATHER | SR. VP, PUBLIC POLICY | 40 | $548,386 | - | $36,662 | $585,048 | 2 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $390,887 | - | $17,894 | $408,781 | 1 |
| GEORGE B MONTAGUE | VP, REAL ESTATE | 2 | - | $373,087 | $28,094 | $401,181 | 4 |
| GRANT HARRIS | VP, DEVELOPMENT | 40 | $270,044 | - | $25,440 | $295,484 | 1 |
| JENNIFER JOHNSON | AVP-DONOR RELATIONS | 40 | $199,590 | - | $17,762 | $217,352 | 1 |
| APURVA MEHTA | DIRECTOR, INVESTMENTS | 40 | $172,874 | - | $19,456 | $192,330 | 1 |
| LESLEY ATKINSON | DIRECTOR, DEVELOPMENT | 40 | $160,952 | - | $10,768 | $171,720 | 3 |
| CARA MARTZ | SECRETARY | 1 | - | $136,284 | $7,967 | $144,251 | 8 |
| TIMOTHY PLOCICA | DIRECTOR, DEVELOPMENT | 40 | $114,373 | - | $3,987 | $118,360 | 1 |
| R JEFFREY ALEXANDER | TRUSTEE-VICE CHAIRMAN | 2 | - | - | - | $0 | 3 |
| ROBIN W ARENA | TRUSTEE | 1 | - | - | - | $0 | 2 |
| G THOMAS BOSWELL | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JULIA DAVIDSON | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | - | - | - | $0 | 5 |
| RANDY EISENMAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| DAVID G FISCHER | TRUSTEE | 1 | - | - | - | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | - | - | - | $0 | 1 |
| RICHARD F GARVEY | TRUSTEE | 1 | - | - | - | $0 | 3 |
| RAFAEL G GARZA | TRUSTEE | 1 | - | - | - | $0 | 5 |
| JOY ANN HAVRAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| NANCY KAY HOWARD | TRUSTEE | 1 | - | - | - | $0 | 2 |
| MASON D KING | TRUSTEE | 1 | - | - | - | $0 | 4 |
| NICK KYPREOS | TRUSTEE | 1 | - | - | - | $0 | 1 |
| GEORGE F LEBUS | TRUSTEE | 1 | - | - | - | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | - | - | - | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE | 1 | - | - | - | $0 | 4 |
| TRACY MCGEHEE | TRUSTEE | 1 | - | - | - | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | - | - | - | $0 | 1 |
| WILLIAM E ROSENTHAL | TRUSTEE | 1 | - | - | - | $0 | 3 |
| LINDA MORRIS ELSEY | TRUSTEE | 1 | - | - | - | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | - | - | - | $0 | 17 |
| MICHAEL R PAVELL | TRUSTEE | 1 | - | - | - | $0 | 3 |
| WIN RYAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| VICKIE V STEVENS | TRUSTEE | 1 | - | - | - | $0 | 2 |
| GARY G WALSH | TRUSTEE | 1 | - | - | - | $0 | 3 |
| JAMES E WEBB | TRUSTEE-CHAIRMAN | 2 | - | - | - | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | - | - | - | $0 | 6 |
| BRIAN D BARNARD | TRUSTEE | 1 | - | - | - | $0 | 3 |
| MARTIN H ENGLANDER | TRUSTEE | 1 | - | - | - | $0 | 2 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | - | - | - | $0 | 2 |
| PETER L PHILPOTT | TRUSTEE-SECRETARY/TREASURER | 2 | - | - | - | $0 | 10 |
| KENT HORST | TRUSTEE | 1 | - | - | - | $0 | 1 |
| RYAN MATTHEWS | TRUSTEE | 1 | - | - | - | $0 | 3 |
| BECCA STUPFEL | TRUSTEE | 1 | - | - | - | $0 | 1 |
2011 · 47 people listed · 11 paid, $4.0M · 36 employees · 104 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT, CEO | 8 | $254,180 | $1,016,718 | $166,518 | $1,437,416 | 10 |
| RICHARD P GOODE | CFO | 2 | $32,948 | $626,005 | $30,910 | $689,863 | 14 |
| ROBERT K FEATHER | SR VP-PUBLIC POLICY & DEVEL | 40 | $422,061 | - | $32,713 | $454,774 | 2 |
| GEORGE B MONTAGUE | VP-REAL ESTATE | 2 | - | $293,408 | $27,079 | $320,487 | 4 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $226,442 | - | $16,562 | $243,004 | 1 |
| JENNIFER JOHNSON | AVP-DONOR RELATIONS | 40 | $161,792 | - | $13,256 | $175,048 | 1 |
| GRANT HARRIS | VP-FOUNDATION | 40 | $143,503 | - | $21,332 | $164,835 | 1 |
| LESLEY ATKINSON | DIRECTOR-DEVELOPMENT | 40 | $147,559 | - | $16,746 | $164,305 | 3 |
| TIMOTHY PLOCICA | DIRECTOR-DEVELOPMENT | 40 | $149,515 | - | $11,485 | $161,000 | 1 |
| GARY M COLE | VP-DEVELOPMENT | 0 | $110,689 | - | $1,609 | $112,298 | 1 |
| CARA MARTZ | SECRETARY | 1 | - | $102,876 | $7,894 | $110,770 | 8 |
| R JEFFREY ALEXANDER | TRUSTEE | 1 | - | - | - | $0 | 3 |
| KEELY APPLETON | TRUSTEE | 1 | - | - | - | $0 | 1 |
| ROBIN W ARENA | TRUSTEE | 1 | - | - | - | $0 | 2 |
| G THOMAS BOSWELL | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JULIA DAVIDSON | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JAMES R DUNAWAY JR | TRUSTEE | 1 | - | - | - | $0 | 5 |
| RANDY EISENMAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| DAVID G FISCHER | TRUSTEE | 1 | - | - | - | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | - | - | - | $0 | 1 |
| RICHARD F GARVEY | TRUSTEE-VICE CHAIRMAN | 2 | - | - | - | $0 | 3 |
| RAFAEL G GARZA | TRUSTEE- SECRETARY/ TREASURER | 2 | - | - | - | $0 | 5 |
| JOY ANN HAVRAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| NANCY KAY HOWARD | TRUSTEE- CHAIRMAN | 2 | - | - | - | $0 | 2 |
| MASON D KING | TRUSTEE | 1 | - | - | - | $0 | 4 |
| NICK KYPREOS | TRUSTEE | 1 | - | - | - | $0 | 1 |
| GEORGE F LEBUS | TRUSTEE | 1 | - | - | - | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | - | - | - | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE | 1 | - | - | - | $0 | 4 |
| TRACY MCGEHEE | TRUSTEE | 1 | - | - | - | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | - | - | - | $0 | 1 |
| WILLIAM E ROSENTHAL | TRUSTEE | 1 | - | - | - | $0 | 3 |
| LINDA MORRIS ELSEY | TRUSTEE | 1 | - | - | - | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | - | - | - | $0 | 17 |
| MICHAEL R PAVELL | TRUSTEE | 1 | - | - | - | $0 | 3 |
| JOSEPH C PENSHORN | TRUSTEE | 1 | - | - | - | $0 | 3 |
| WIN RYAN | TRUSTEE | 1 | - | - | - | $0 | 2 |
| VICKIE V STEVENS | TRUSTEE | 1 | - | - | - | $0 | 2 |
| GARY G WALSH | TRUSTEE | 1 | - | - | - | $0 | 3 |
| JAMES E WEBB | TRUSTEE | 1 | - | - | - | $0 | 6 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | - | - | - | $0 | 6 |
| BRIAN D BARNARD | TRUSTEE | 1 | - | - | - | $0 | 3 |
| CLARABELE DODSON | TRUSTEE | 1 | - | - | - | $0 | 1 |
| MARTIN H ENGLANDER | TRUSTEE | 1 | - | - | - | $0 | 2 |
| JOHN M RICHARDSON MD | TRUSTEE | 1 | - | - | - | $0 | 5 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | - | - | - | $0 | 2 |
| PETER L PHILPOTT | TRUSTEE | 1 | - | - | - | $0 | 10 |
2010 · 50 people listed · 12 paid, $4.0M · 31 employees · 104 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICK W MERRILL | PRESIDENT, CEO | 13 | $394,101 | $837,466 | $156,115 | $1,387,682 | 10 |
| RICHARD P GOODE | CFO | 2 | $27,769 | $527,615 | $30,985 | $586,369 | 14 |
| ROBERT K FEATHER | SR VP-PUBLIC POLICY & DEVEL | 40 | $396,396 | $0 | $31,188 | $427,584 | 2 |
| GEORGE B MONTAGUE | VP-REAL ESTATE | 2 | $0 | $278,703 | $26,894 | $305,597 | 4 |
| GARY M COLE | VP-DEVELOPMENT | 40 | $250,402 | $0 | $21,192 | $271,594 | 1 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $154,454 | $0 | $13,380 | $167,834 | 1 |
| JENNIFER JOHNSON | AVP-DONOR RELATIONS | 40 | $155,128 | $0 | $11,706 | $166,834 | 1 |
| TIMOTHY PLOCICA | DIRECTOR-DEVELOPMENT | 40 | $149,443 | $0 | $11,285 | $160,728 | 1 |
| LESLEY ATKINSON | DIRECTOR-DEVELOPMENT | 40 | $139,431 | $0 | $15,655 | $155,086 | 3 |
| SANDRA C TUOMEY | DIRECTOR-COMMUNITY RELATIONS | 40 | $110,853 | $0 | $7,276 | $118,129 | 1 |
| GRANT HARRIS | INTERIM VP-FOUNDATION | 40 | $97,709 | $0 | $19,101 | $116,810 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $95,216 | $7,326 | $102,542 | 8 |
| R JEFFREY ALEXANDER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| KEELY APPLETON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBIN W ARENA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G THOMAS BOSWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JULIA DAVIDSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES R DUNAWAY JR | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 5 |
| RANDY EISENMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID G FISCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD F GARVEY | TRUSTEE-SECRETARY & TREASURER | 2 | $0 | $0 | $0 | $0 | 3 |
| RAFAEL G GARZA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOY ANN HAVRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY KAY HOWARD | TRUSTEE-VICE CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY B KING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| MASON D KING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| NICK KYPREOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE F LEBUS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| TRACY MCGEHEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ARDON E MOORE III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA C MORRIS ELSEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOSEPH C PENSHORN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| WIN RYAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| VICKIE V STEVENS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NENETTA C TATUM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY G WALSH | TRUSTEE-CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 3 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| ULLA K WILSKA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRIAN D BARNARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| CLARABELE DODSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MARTIN H ENGLANDER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN M RICHARDSON MD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| TODD N RITTERBUSCH | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2009 · 47 people listed · 12 paid, $5.7M · 25 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RUSSELL K TOLMAN | FORMER SR. ADV TO PRES & CEO | 0 | $0 | $1,757,498 | $22,845 | $1,780,343 | 2 |
| RICK W MERRILL | PRESIDENT, CEO | 10 | $356,130 | $756,774 | $155,959 | $1,268,863 | 10 |
| JOHN A GRIGSON | FORMER EXEC VP & CFO | 0 | $0 | $563,881 | $0 | $563,881 | 3 |
| RICHARD P GOODE | CFO | 5 | $21,894 | $415,988 | $28,609 | $466,491 | 14 |
| ROBERT K FEATHER | SR. VP-FOUNDATION | 40 | $402,751 | $0 | $32,220 | $434,971 | 2 |
| GEORGE B MONTAGUE | VP-REAL ESTATE | 2 | $0 | $267,795 | $26,409 | $294,204 | 4 |
| GARY M COLE | VP-DEVELOPMENT | 40 | $239,312 | $0 | $16,426 | $255,738 | 1 |
| JENNIFER JOHNSON | DIRECTOR-DONOR RELATIONS | 40 | $148,988 | $0 | $10,780 | $159,768 | 1 |
| LESLEY ATKINSON | DIRECTOR-DEVELOPMENT | 40 | $134,966 | $0 | $14,315 | $149,281 | 3 |
| TIMOTHY PLOCICA | DIRECTOR-DEVELOPMENT | 40 | $135,009 | $0 | $10,874 | $145,883 | 1 |
| CARA MARTZ | SECRETARY | 1 | $0 | $88,247 | $5,934 | $94,181 | 8 |
| PATRICK B O'CONNOR | CHIEF INVESTMENTS OFFICER | 40 | $40,109 | $0 | $3,349 | $43,458 | 1 |
| R JEFFREY ALEXANDER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| KEELY APPLETON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBIN W ARENA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G THOMAS BOSWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN P BOSWELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 9 |
| JULIA DAVIDSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES R DUNAWAY JR | TRUSTEE-CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 5 |
| RANDY EISENMAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID G FISCHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| RUSSELL L FLEISHER | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD F GARVEY | TRUSTEE-SECRETARY & TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| RAFAEL G GARZA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JOY ANN HAVRAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NANCY KAY HOWARD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY B KING | TRUSTEE-VICE CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| MASON D KING | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| NICK KYPREOS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE F LEBUS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| G MALCOLM LOUDEN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 10 |
| DAN E LOWRANCE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| TRACY MCGEHEE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SKYLAR P MERRIFIELD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| ARDON E MOORE III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| LINDA C MORRIS ELSEY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| BRIAN NEWBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 17 |
| MICHAEL R PAVELL | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JOSEPH C PENSHORN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| J RUSSELL REID | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| WIN RYAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| VICKIE V STEVENS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| NENETTA C TATUM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GARY G WALSH | TRUSTEE-CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| JAMES E WEBB | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| ULLA K WILSKA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| GEORGE M YOUNG JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
Highest-paid independent contractors
2024 · 5 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| HULL BUILDING LLC | FORT WORTH, TX | BUILDING PRESERVATION & RESTORATION SVCS | $2,350,373 |
| TVM ADVISORS LLC | NEW YORK, NY | CONSULTING SERVICES | $863,119 |
| BNY MELLON | NEW YORK, NY | CUSTODIAL SERVICES | $838,294 |
| WCM INVESTMENT MANAGEMENT INC | LAGUNA BEACH, CA | INVESTMENT MANAGEMENT SERVICES | $574,549 |
| COPELAND CAPITAL MANAGEMENT LLC | CONSHOHOCKEN, PA | INVESTMENT MANAGEMENT SERVICES | $522,293 |
2023 · 5 contractors · $4.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| Hull Building LLC | Fort Worth, TX | Building Preservation & Restoration Svcs | $1,271,003 |
| TVM Advisors LLC | New York, NY | Consulting Services | $853,438 |
| BNY Mellon | New York, NY | Custodial Services | $765,384 |
| Proprietary Capital | Denver, CO | Investment Management Services | $631,758 |
| Silchester International Investors Inc | New York, NY | Investment Management Services | $630,124 |
2022 · 5 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| BNY Mellon | New York, NY | Custodial Services | $855,008 |
| WCM Investment Management Inc | Laguna Beach, CA | Investment Management Services | $726,933 |
| Silchester International Investors Inc | New York, NY | Investment Management Services | $621,727 |
| TVM Advisors | New York, NY | Consulting Services | $617,676 |
| Copeland Capital Management LLC | Conshohocken, PA | Investment Management Services | $552,909 |
2021 · 5 contractors · $3.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| WCM INVESTMENT MANAGEMENT INC | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $930,458 |
| BNY MELLON | NEW YORK, NY | CUSTODIAL SERVICES | $641,771 |
| OBERWEIS ASSET MANAGEMENT INC | LISLE, IL | INVESTMENT MGMT SVCS | $637,478 |
| SILCHESTER INTERNATIONAL INVESTORS | NEW YORK, NY | INVESTMENT MGMT SVCS | $624,077 |
| COPELAND CAPITAL MANAGEMENT LLC | CONSHOHOCKEN, PA | INVESTMENT MGMT SVCS | $451,306 |
2020 · 5 contractors · $2.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| WCM INVESTMENT MGT | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $797,894 |
| LAZARD ASSET MANAGEMENT LLC | NEW YORK, NY | INVESTMENT MGMT SVCS | $579,529 |
| OBERWEIS ASSET MANAGEMENT INC | LISLE, IL | INVESTMENT MGMT SVCS | $551,522 |
| SILCHESTER INTERNATIONAL | LONDON, 0 | INVESTMENT MGMT SVCS | $544,303 |
| gardner russo gardner llc | LANCASTER, PA | INVESTMENT MGMT SVCS | $436,783 |
2019 · 5 contractors · $3.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| WCM INVESTMENT MANAGEMENT | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $776,035 |
| LAZARD | NEW YORK, NY | INVESTMENT MGMT SVCS | $585,030 |
| SILCHESTER INTERNATIONAL | LONDON, 0 | INVESTMENT MGMT SVCS | $549,788 |
| GARDNER RUSSO GARDNER LLC | LANCASTER, PA | INVESTMENT MGMT SVCS | $546,699 |
| BNY MELLON | NEW YORK, NY | TRUSTEE/CUSTODIAN | $512,509 |
2018 · 5 contractors · $3.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| WCM INVESTMENT MGT | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $798,713 |
| GARDNER RUSSO GARDNER LLC | LANCASTER, PA | INVESTMENT MGMT SVCS | $770,506 |
| BNY MELLON | NEW YORK, NY | TRUSTEE/CUSTODIAN | $766,354 |
| SILCHESTER INTERNATIONAL | LONDON, 0 | INVESTMENT MGMT SVCS | $561,406 |
| TVM ADVISORS LLC | FORT WORTH, TX | INVESTMENT CONSULTAN | $535,267 |
2017 · 5 contractors · $3.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| GARDNER RUSSO | LANCASTER, PA | INVESTMENT MGMT SVCS | $1,021,105 |
| WCM INVESTMENT MGT | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $817,291 |
| LAZARD ASSET MGMT | NEW YORK, NY | INVESTMENT MGMT SVCS | $496,784 |
| OBERWEIS ASSET MGMT | LISLE, IL | INVESTMENT MGMT SVCS | $488,797 |
| TVM ADVISORS LLC | FORT WORTH, TX | INVEST. CONSULTING | $391,293 |
2016 · 5 contractors · $2.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WCM INVESTMENT MGT | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $619,637 |
| MARATHON LONDON | CHICAGO, IL | INVESTMENT MGMT SVCS | $568,082 |
| JONES LANG LASALLE BROKERAGE INC | FORT WORTH, TX | CONSULTING SVCS | $500,000 |
| GARNDER RUSSO | LANCASTER, PA | INVESTMENT MGMT SVCS | $462,460 |
| LAZARD ASSET MGMT | NEW YORK, NY | INVESTMENT MGMT SVCS | $452,085 |
2015 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| WCM INVESTMENT MGT | LAGUNA BEACH, CA | INVESTMENT MGMT SVCS | $524,861 |
| GARNDER RUSSO | LANCASTER, PA | INVESTMENT MGMT SVCS | $447,443 |
| MARATHON LONDON | CHICAGO, IL | INVESTMENT MGMT SVCS | $388,268 |
| BNY MELLON | PITTSBURGH, PA | INVESTMENT MGMT SVCS | $331,621 |
| LUTHER KING CAPITAL MANAGEMENT | FORT WORTH, TX | INVESTMENT MGMT SVCS | $271,622 |
2014 · 3 contractors · $679K
| Name | Location | Service | Paid |
|---|---|---|---|
| LUTHER KING CAPITAL MANAGEMENT | FORT WORTH, TX | INVESTMENT MGMT SVCS | $443,666 |
| CHILDREN'S MIRACLE NETWORK | SALT LAKE CITY, UT | MARKETING | $125,000 |
| REBECCA LOW GALLERY | FORT WORTH, TX | CONSTRUCTION | $110,000 |
2013 · 1 contractor · $157K
| Name | Location | Service | Paid |
|---|---|---|---|
| LUTHER KING CAPITAL MANAGEMENT | INVESTMENT MGMT SVCS | $157,406 |
2009 · 1 contractor · $191K
| Name | Location | Service | Paid |
|---|---|---|---|
| ROGERSCASEY INC | BRATTLEBORO, VT | INVSTMT CONSULTANT | $191,062 |
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.
2024 · 7 grants to organizations · $22.4M
2023 · 6 grants to organizations · $30.0M
Listed grants add up to $30,007,817; the return's “grants paid” expense line says $30,386,469. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 6 grants to organizations · $14.8M
2021 · 6 grants to organizations · $19.3M
Listed grants add up to $19,275,172; the return's “grants paid” expense line says $19,689,282. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 5 grants to organizations · $15.9M
2019 · 5 grants to organizations · $18.8M
2018 · 5 grants to organizations · $16.1M
2017 · 5 grants to organizations · $16.9M
2016 · 4 grants to organizations · $19.3M
2015 · 4 grants to organizations · $10.4M
2014 · 4 grants to organizations · $12.7M
2013 · 3 grants to organizations · $11.7M
2012 · 3 grants to organizations · $11.3M
2011 · 3 grants to organizations · $51.5M
2010 · 3 grants to organizations · $5.8M
2009 · 3 grants to organizations · $5.6M
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 |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $180,694,190 | $64,584,867 | $5,252,342,480 | $5,104,293,730 | $25,726,292 | $0 | $6,292,537 | 51 | 91 |
| 2023 · Form 990 | ||||||||
| $95,102,171 | $65,381,749 | $4,613,436,734 | $4,504,868,295 | $26,151,998 | $0 | $3,982,260 | 44 | 87 |
| 2022 · Form 990 | ||||||||
| $151,454,642 | $44,775,655 | $3,797,083,708 | $3,787,610,626 | $27,208,885 | $0 | $3,553,377 | 46 | 92 |
| 2021 · Form 990 | ||||||||
| $189,117,182 | $46,656,091 | $3,401,810,693 | $3,397,599,315 | $40,964,773 | $0 | $2,832,584 | 45 | 78 |
| 2020 · Form 990 | ||||||||
| $259,660,047 | $44,044,793 | $3,246,012,284 | $3,243,333,265 | $17,994,140 | $0 | $3,158,687 | 43 | 58 |
| 2019 · Form 990 | ||||||||
| $88,050,882 | $47,292,929 | $2,213,091,555 | $2,210,407,118 | $15,623,049 | $0 | $2,830,211 | 49 | 95 |
| 2018 · Form 990 | ||||||||
| $80,371,889 | $43,236,136 | $2,013,556,230 | $2,010,912,923 | $20,451,723 | $0 | $1,830,239 | 47 | 109 |
| 2017 · Form 990 | ||||||||
| $156,135,116 | $47,262,451 | $1,954,506,001 | $1,949,751,710 | $39,321,057 | $0 | $2,517,181 | 53 | 111 |
| 2016 · Form 990 | ||||||||
| $76,552,959 | $45,251,560 | $1,707,547,562 | $1,704,354,456 | $19,160,053 | $0 | $2,731,890 | 45 | 111 |
| 2015 · Form 990 | ||||||||
| $52,570,144 | $29,820,544 | $1,496,244,106 | $1,493,146,216 | $28,260,763 | $0 | $2,035,349 | 46 | 105 |
| 2014 · Form 990 | ||||||||
| $66,523,027 | $19,177,153 | $1,382,280,715 | $1,379,677,976 | $18,498,401 | $0 | $1,620,969 | 41 | 98 |
| 2013 · Form 990 | ||||||||
| $50,213,339 | $17,391,959 | $1,197,735,955 | $1,194,886,792 | $14,701,559 | $0 | $1,344,597 | 39 | 98 |
| 2012 · Form 990 | ||||||||
| $68,466,634 | $16,889,606 | $1,102,695,793 | $1,100,238,349 | $19,840,258 | $0 | $1,542,898 | 40 | 94 |
| 2011 · Form 990 | ||||||||
| $60,510,564 | $57,070,443 | $861,568,111 | $859,297,524 | $16,324,114 | $0 | $1,479,118 | 36 | 104 |
| 2010 · Form 990 | ||||||||
| $45,688,695 | $10,794,013 | $744,952,888 | $742,752,921 | $16,092,820 | $0 | $1,527,418 | 31 | 104 |
| 2009 · Form 990 | ||||||||
| $21,050,351 | $9,978,787 | $160,649,845 | $158,878,105 | $18,346,540 | $0 | $1,277,626 | 25 | 65 |
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.
- COOK CHILDRENS HEALTH CARE SYSTEM Fort Worth, TX · 26 people in common (Andrew J Rosell, Andrew P Lombardi, Anne M Carvalho) · related organization (Schedule R)
- COOK CHILDRENS HEALTH PLAN Fort Worth, TX · 13 people in common (Andrew J Rosell, Ann B House, Brian Newby) · related organization (Schedule R)
- COOK CHILDRENS MEDICAL CENTER Fort Worth, TX · 11 people in common (Anne M Carvalho, Cory R Rhoades, James E Webb)
- CHILD STUDY CENTER Fort Worth, TX · 11 people in common (Cory R Rhoades, Jerry R Conatser, Joseph M Gallagher) · related organization (Schedule R)
- COOK CHILDRENS HOME HEALTH Fort Worth, TX · 10 people in common (Anne M Carvalho, Mary Cara Martz, Melissa M Kirtley) · related organization (Schedule R)
- COOK CHILDRENS MEDICAL CENTER - PROSPER Fort Worth, TX · 9 people in common (Anne M Carvalho, Cory R Rhoades, James E Webb) · related organization (Schedule R)
- COOK CHILDRENS HEALTH ENTERPRISES Fort Worth, TX · 9 people in common (James E Webb, Mary Cara Martz, Michael R Dike)
- ROSEDALE OFFICE BUILDING INC Fort Worth, TX · 9 people in common (Brian Newby, Jerry R Conatser, Mary Cara Martz) · related organization (Schedule R)
- FORT WORTH COUNTRY DAY SCHOOL INC Fort Worth, TX · 7 people in common (Ann B House, Anne M Carvalho, Brian C Crumley)
- THE FORT WORTH CHAMBER OF COMMERCE Fort Worth, TX · 4 people in common (Brian C Crumley, Brian Newby, Hadley Woerner)
- COOK CHILDRENS PHYSICIAN NETWORK Fort Worth, TX · 3 people in common (Rick W Merrill, Spencer D Seals, Stephen W Kimmel)
- UNITED WAY OF TARRANT COUNTY Fort Worth, TX · 2 people in common (Brian Newby, Hadley Woerner)
- ROCKETSHIP PUBLIC SCHOOLS TEXAS San Antonio, TX · 2 people in common (Peter L Philpott, Victoria Puente-Peters)
- RIVER CREST COUNTRY CLUB Fort Worth, TX · 2 people in common (Karl Biggs, Peter L Philpott)
- DOWNTOWN FORT WORTH INITIATIVES INC Fort Worth, TX · 2 people in common (Brian Newby, Laura Bird)
- DOWNTOWN FORT WORTH INC Fort Worth, TX · 2 people in common (Brian Newby, Laura Bird)
- JEWEL CHARITY BALL INCORPORATED Fort Worth, TX · 2 people in common (Anne M Carvalho, Laura Bird)
- FORT WORTH NOW Fort Worth, TX · 1 person in common (Laura Bird)
- NORTH TEXAS LEADERS AND EXECUTIVES ADVOCATING DIVERSITY Fort Worth, TX · 1 person in common (Hadley Woerner)
- VISIT FORT WORTH FOUNDATION Fort Worth, TX · 1 person in common (Brian Newby)
Funders of this organization
68 grantors reported grants to this organization, $14,591,142 in all, tax years 2010 to 2025; the 25 largest shown (all 68). 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 |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF NORTH TEXAS | DAF sponsor | Exact | 2010-2024 | 108 | $3,206,025 | 2024 | $364,809 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2024 | 9 | $2,851,080 | 2024 | $1,005,621 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2022-2023 | 2 | $1,235,250 | 2023 | $735,250 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2019-2020, 2022-2023 | 4 | $1,033,000 | 2023 | $514,500 | show |
| DOUBLE EAGLE CHARITIES INC | Public charity | Exact | 2018-2019, 2021, 2023-2024 | 5 | $840,000 | 2024 | $10,000 | show |
| LEO POTISHMAN FOUNDATION | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2017-2020, 2023-2024 | 6 | $783,307 | 2024 | $75,000 | show |
| J E AND L E MABEE FOUNDATION INC | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2021 | 1 | $750,000 | 2021 | $750,000 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2014-2023 | 17 | $668,550 | 2023 | $26,100 | show |
| COMMUNITIES FOUNDATION OF TEXAS | DAF sponsor | Exact | 2015-2024 | 13 | $505,838 | 2024 | $48,785 | show |
| JORDAN SPIETH FAMILY FOUNDATION | Public charity | Exact | 2019, 2021, 2023 | 3 | $300,000 | 2023 | $100,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2020, 2022-2024 | 4 | $219,902 | 2024 | $13,250 | show |
| MINDYS HOPE FOUNDATION | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2016, 2018-2019, 2022, 2024-2025 | 7 | $193,360 | 2025 | $40,000 | show |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION | DAF sponsor | Exact | 2016-2017, 2019, 2021-2024 | 8 | $179,040 | 2024 | $21,500 | show |
| PERMIAN BASIN AREA FOUNDATION | DAF sponsor | Exact | 2013, 2018, 2023 | 3 | $128,000 | 2023 | $53,000 | show |
| DRIVEN BRANDS CHARITABLE FOUNDATION | Public charity | Exact | 2020-2021, 2023-2024 | 4 | $115,697 | 2024 | $17,442 | show |
| PGA TOUR INC | Public charity | Exact | 2022 | 1 | $100,000 | 2022 | $100,000 | show |
| SUNDERLAND FOUNDATION | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2021 | 1 | $100,000 | 2021 | $100,000 | show |
| CAPITAL FOR KIDS | Public charity | Exact | 2013-2017 | 5 | $93,000 | 2017 | $20,000 | show |
| THE JUNIOR LEAGUE OF FORT WORTH INC | Public charity | Exact | 2019 | 1 | $90,000 | 2019 | $90,000 | show |
| IPA FOUNDATION | Public charity | Exact | 2019, 2021-2023 | 4 | $82,650 | 2023 | $25,000 | show |
| SMILES FOR LIFE FOUNDATION | Public charity | Exact | 2013 | 1 | $75,000 | 2013 | $75,000 | show |
| CHARITIES AID FOUNDATION AMERICA | DAF sponsor | Exact | 2017, 2021-2022 | 3 | $65,000 | 2022 | $7,500 | show |
| ALCON FOUNDATION | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2023-2024 | 2 | $60,000 | 2024 | $30,000 | show |
| IN-N-OUT BURGERS FOUNDATION | Public charity | Exact | 2020-2024 | 5 | $57,000 | 2024 | $12,000 | show |
| VIVIENNE REDLICH CRT TR UA | Private foundation | Fuzzy filed as “W I COOK FOUNDATION INC” | 2023, 2025 | 2 | $56,248 | 2025 | $24,000 | 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 |
|---|---|---|---|---|---|---|---|
| TEXAS CHILDRENS HOSPITAL FOUNDATION | TX | E11 | $145,410,519 | $8,377,574 | BOARD MEMBER & CEO THROUGH 10/4/24 | $13,338,019 | Same NTEE code E11, revenue within 2x, same state |
| SEALY & SMITH FOUNDATION | TX | E11 | $135,743,625 | $57,722,709 | EXEC DIR/ SEC/TREAS | $472,120 | Same NTEE code E11, revenue within 2x, same state |
| CHILDRENS MEDICAL CENTER FOUNDATION | TX | E11 | $339,044,710 | $121,966,761 | Voting Ex Officio | $4,345,262 | Same NTEE code E11, revenue within 2x, same state |
| PARKER FOUNDATION INC | NJ | E11 | $188,337,223 | $4,876,359 | PRESIDENT/CEO | $870,456 | Same NTEE code E11, revenue within 2x, similar name |
| CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC | MA | E11 | $143,502,335 | $47,882,552 | DIRECTOR/PRESIDENT & CEO CHHS | $2,658,331 | Same NTEE code E11, revenue within 2x |
| ST LOUIS CHILDRENS HOSPITAL FOUNDATION | MO | E11 | $159,135,119 | $42,478,077 | PRESIDENT, DIRECTOR | $1,129,090 | Same NTEE code E11, revenue within 2x |
| THE FOUNDATION FOR BARNES-JEWISH HOSPITAL | MO | E11 | $106,303,827 | $62,860,784 | DIRECTOR | $2,440,282 | Same NTEE code E11, revenue within 2x |
| HOAG HOSPITAL FOUNDATION | CA | E11 | $157,937,802 | $51,652,434 | CEO, HOAG HOSPITAL | $3,921,506 | Same NTEE code E11, revenue within 2x |
| ABINGTON MEMORIAL HOSPITAL FOUNDATION | PA | E11 | $120,760,483 | $8,697,325 | SVP REGIONAL ADVANCEMENT | $555,480 | Same NTEE code E11, revenue within 2x |
| TORRANCE HEALTH ASSOCIATION INC | CA | E11 | $351,870,496 | $381,551,782 | PRESIDENT/CEO | $1,403,205 | Same NTEE code E11, revenue within 2x |
| CIRCLE HEALTH PHYSICIANS INC | MA | E11 | $91,842,223 | $115,882,604 | FMR. PRESIDENT/CEO | $2,050,443 | Same NTEE code E11, revenue within 2x |
| DEACONESS HEALTH SYSTEM INC | IN | E11 | $338,378,498 | $306,954,899 | CEO | $2,206,787 | Same NTEE code E11, revenue within 2x |
| CONNECTICUT CHILDRENS SPECIALTY GROUP INC | CT | E11 | $190,295,976 | $179,680,467 | Director; Ex-Officio | $2,052,851 | Same NTEE code E11, revenue within 2x |
| NUVANCE HEALTH | NY | E11 | $345,029,610 | $357,394,326 | PRESIDENT/CEO OF NORTHWELL; DIRECTOR (FROM 05/25) | $5,943,362 | Same NTEE code E11, revenue within 2x |
| MILFORD REGIONAL PHYSICIAN GROUP INC | MA | E11 | $117,778,319 | $127,778,817 | President | $701,773 | Same NTEE code E11, revenue within 2x |
| MARSHFIELD CLINIC HEALTH SYSTEM INC | WI | E11 | $354,513,309 | $320,981,905 | FORMER MCHS CEO | $2,241,715 | Same NTEE code E11, revenue within 2x |
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | CA | E11 | $160,912,640 | $177,985,656 | DIRECTOR | $3,727,284 | Same NTEE code E11, revenue within 2x |
| MARSHALL HEALTH NETWORK INC | WV | E11 | $112,186,904 | $112,188,772 | PHYSICIAN | $2,895,449 | Same NTEE code E11, revenue within 2x |
| FIVE POINTE PROFESSIONAL LIABILITY INSURANCE COMPANY | DE | E11 | $129,405,688 | $101,422,527 | Director / President & CEO MLH | $3,302,622 | Same NTEE code E11, revenue within 2x |
| SOLUTIONHEALTH | NH | E11 | $162,531,262 | $162,531,262 | Former SH President & CEO (end 4/24) | $2,009,281 | Same NTEE code E11, revenue within 2x |
| SINAI HEALTH SYSTEM | IL | E11 | $112,479,570 | $114,267,732 | PRESIDENT & CEO | $863,356 | Same NTEE code E11, revenue within 2x |
| CAROMONT MEDICAL GROUP INC | NC | E11 | $165,685,869 | $208,769,136 | CEO | $2,074,421 | Same NTEE code E11, revenue within 2x |
| LOMA LINDA UNIVERSITY HEALTH CARE | CA | E11 | $278,368,623 | $270,834,611 | CFO 040118 | $1,437,742 | Same NTEE code E11, revenue within 2x |
| AVERA HEALTH | SD | E11 | $359,131,383 | $362,404,570 | President/CEO | $2,504,735 | Same NTEE code E11, revenue within 2x |
| SOUTH SHORE HEALTH SYSTEM INC | MA | E11 | $126,407,561 | $123,821,792 | PRESIDENT & CEO | $1,671,392 | Same NTEE code E11, 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).
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 · $64,584,867 spent · pay $11,798,073 · grants $22,477,667 · events $158,138
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $22,477,667 | $22,477,667 | - | - | 34.8% | |
| Other (as described) | PHYSICIAN REMUNERATION | $12,420,726 | $12,420,726 | - | - | 19.2% |
| Pay: officers, directors, trustees, key employees | $6,292,537 | $2,197,323 | $1,717,079 | $2,378,135 | 9.7% | |
| Fees: investment management | $5,451,626 | - | $5,451,626 | - | 8.4% | |
| Fees: management | $4,796,884 | - | $4,796,884 | - | 7.4% | |
| Fees: other services | $4,301,264 | $3,961,808 | $66,915 | $272,541 | 6.7% | |
| Other salaries and wages | $3,441,322 | $810,117 | - | $2,631,205 | 5.3% | |
| Other employee benefits | $1,327,577 | $462,166 | - | $865,411 | 2.1% | |
| Depreciation and depletion | $750,707 | - | $750,005 | $702 | 1.2% | |
| Advertising and promotion | $648,344 | - | - | $648,344 | 1.0% | |
| Payroll taxes | $463,181 | $136,894 | - | $326,287 | 0.7% | |
| Travel | $409,454 | $259,773 | $9,591 | $140,090 | 0.6% | |
| Occupancy | $376,920 | $73 | $18,876 | $357,971 | 0.6% | |
| Other (as described) | DUES AND SUBSCRIPTIONS | $326,041 | $6,160 | - | $319,881 | 0.5% |
| Pension plan contributions | $273,456 | $215,354 | - | $58,102 | 0.4% | |
| Fees: professional fundraisers | $269,721 | - | - | $269,721 | 0.4% | |
| All other expenses | $248,948 | $21,957 | $692 | $226,299 | 0.4% | |
| Other (as described) | MINOR/COMPUTER EQUIPMENT | $132,751 | - | $130,356 | $2,395 | 0.2% |
| Office expenses | $78,108 | $1,711 | $1,093 | $75,304 | 0.1% | |
| Other (as described) | FEES & FINANCING | $59,300 | - | - | $59,300 | 0.1% |
| Conferences, conventions and meetings | $38,158 | $3,550 | $34,608 | - | 0.1% | |
| Interest | $175 | - | $175 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $43,183 | $119,980 | reported apart | |||
| Total | $64,584,867 | 100% |
2023 · Form 990 · $65,381,749 spent · pay $11,199,848 · grants $30,386,469 · events $121,307
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $30,386,469 | $30,386,469 | - | - | 46.5% | |
| Other (as described) | Physician Remuneration | $11,369,690 | $11,369,690 | - | - | 17.4% |
| Fees: investment management | $5,833,404 | - | $5,833,404 | - | 8.9% | |
| Other salaries and wages | $4,958,757 | $2,132,338 | - | $2,826,419 | 7.6% | |
| Fees: other services | $4,148,836 | $3,780,279 | $38,158 | $330,399 | 6.3% | |
| Pay: officers, directors, trustees, key employees | $3,982,260 | $1,855,623 | $650,004 | $1,476,633 | 6.1% | |
| Other employee benefits | $1,381,520 | $449,075 | - | $932,445 | 2.1% | |
| Pension plan contributions | $494,242 | $249,876 | - | $244,366 | 0.8% | |
| Occupancy | $471,630 | $14 | $20,518 | $451,098 | 0.7% | |
| Advertising and promotion | $463,644 | - | - | $463,644 | 0.7% | |
| Payroll taxes | $383,069 | $112,084 | - | $270,985 | 0.6% | |
| Other (as described) | Dues and Subscriptions | $327,139 | $7,433 | - | $319,706 | 0.5% |
| Travel | $312,867 | $166,115 | - | $146,752 | 0.5% | |
| Depreciation and depletion | $270,214 | - | $269,512 | $702 | 0.4% | |
| Fees: professional fundraisers | $266,194 | - | - | $266,194 | 0.4% | |
| All other expenses | $141,778 | $11,539 | $2,296 | $127,943 | 0.2% | |
| Office expenses | $71,079 | $1,698 | - | $69,381 | 0.1% | |
| Other (as described) | Fees and Financing | $54,470 | - | - | $54,470 | 0.1% |
| Other (as described) | Awards and Recognition | $38,878 | - | - | $38,878 | 0.1% |
| Conferences, conventions and meetings | $20,253 | $1,343 | $18,910 | - | 0.0% | |
| Fees: legal | $5,356 | $5,356 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $48,372 | $101,054 | reported apart | |||
| Total | $65,381,749 | 100% |
2022 · Form 990 · $44,775,655 spent · pay $9,557,853 · grants $14,838,558 · events $95,467
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $14,838,558 | $14,838,558 | - | - | 33.1% | |
| Other (as described) | Physician Remuneration | $9,167,089 | $9,167,089 | - | - | 20.5% |
| Fees: investment management | $5,669,111 | - | $5,669,111 | - | 12.7% | |
| Other salaries and wages | $4,067,866 | $1,223,235 | - | $2,844,631 | 9.1% | |
| Pay: officers, directors, trustees, key employees | $3,553,377 | $1,692,799 | $646,324 | $1,214,254 | 7.9% | |
| Fees: other services | $2,233,459 | $1,897,397 | $40,777 | $295,285 | 5.0% | |
| Other employee benefits | $1,162,716 | $432,733 | - | $729,983 | 2.6% | |
| Other (as described) | Transfers/Chargebacks | $1,023,705 | $1,023,705 | - | - | 2.3% |
| Advertising and promotion | $559,681 | $400 | - | $559,281 | 1.2% | |
| Pension plan contributions | $407,235 | $188,506 | - | $218,729 | 0.9% | |
| Other (as described) | Federal Taxes | $391,252 | $257,943 | - | $133,309 | 0.9% |
| Payroll taxes | $366,659 | $116,684 | - | $249,975 | 0.8% | |
| Other (as described) | Dues & Subscriptions | $286,551 | $6,756 | - | $279,795 | 0.6% |
| Depreciation and depletion | $275,222 | $5,008 | $269,512 | $702 | 0.6% | |
| All other expenses | $271,316 | $161,817 | $20,237 | $89,262 | 0.6% | |
| Travel | $173,851 | $128,755 | - | $45,096 | 0.4% | |
| Occupancy | $127,008 | - | $32,683 | $94,325 | 0.3% | |
| Office expenses | $85,513 | $13,043 | - | $72,470 | 0.2% | |
| Fees: professional fundraisers | $49,672 | - | - | $49,672 | 0.1% | |
| Interest | $47,665 | - | - | $47,665 | 0.1% | |
| Fees: legal | $14,214 | $14,214 | - | - | 0.0% | |
| Payments to affiliates | $3,680 | - | $3,680 | - | 0.0% | |
| Conferences, conventions and meetings | $255 | $255 | - | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $240,660 | $95,212 | reported apart | |||
| Total | $44,775,655 | 100% |
2021 · Form 990 · $46,656,091 spent · pay $9,036,936 · grants $19,689,282 · events $77,919
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $19,689,282 | $19,689,282 | - | - | 42.2% | |
| Other (as described) | Physician Remuneration | $8,584,072 | $8,584,072 | - | - | 18.4% |
| Fees: investment management | $6,154,294 | - | $6,154,294 | - | 13.2% | |
| Other salaries and wages | $4,693,688 | $2,294,163 | - | $2,399,525 | 10.1% | |
| Pay: officers, directors, trustees, key employees | $2,832,584 | $984,754 | $650,004 | $1,197,826 | 6.1% | |
| Fees: other services | $2,757,359 | $2,651,202 | $20,507 | $85,650 | 5.9% | |
| Other employee benefits | $851,925 | $314,505 | - | $537,420 | 1.8% | |
| Advertising and promotion | $375,727 | - | - | $375,727 | 0.8% | |
| Pension plan contributions | $344,276 | $157,682 | - | $186,594 | 0.7% | |
| Payroll taxes | $314,463 | $94,732 | - | $219,731 | 0.7% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $254,142 | $4,022 | - | $250,120 | 0.5% |
| Office expenses | $115,821 | $34,570 | - | $81,251 | 0.2% | |
| Occupancy | $92,729 | - | $5,522 | $87,207 | 0.2% | |
| Depreciation and depletion | $73,505 | $5,425 | $67,378 | $702 | 0.2% | |
| Travel | $64,512 | $35,135 | - | $29,377 | 0.1% | |
| All other expenses | $56,196 | $2,574 | $267 | $53,355 | 0.1% | |
| Other (as described) | FEES & FINANCING | $42,508 | - | - | $42,508 | 0.1% |
| Fees: legal | $15,450 | $15,450 | - | - | 0.0% | |
| Conferences, conventions and meetings | $13,297 | $131 | $13,166 | - | 0.0% | |
| Payments to affiliates | $476 | - | $476 | - | 0.0% | |
| Other (as described) | Federal tax | -$670,215 | -$767,408 | - | $97,193 | -1.4% |
| Fundraising events Event | direct expenses; gross income $0 | $64,622 | reported apart | |||
| Total | $46,656,091 | 100% |
2020 · Form 990 · $44,044,793 spent · pay $7,007,944 · grants $15,994,115 · events $25,329
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $15,994,115 | $15,994,115 | - | - | 36.3% | |
| Other (as described) | PHYSICIAN RENUMERATION | $9,315,779 | $9,315,779 | - | - | 21.2% |
| Fees: investment management | $6,097,752 | - | $6,097,752 | - | 13.8% | |
| Pay: officers, directors, trustees, key employees | $3,158,687 | $1,424,265 | $631,059 | $1,103,363 | 7.2% | |
| Other salaries and wages | $2,515,609 | $313,530 | - | $2,202,079 | 5.7% | |
| Other (as described) | FEDERAL TAX | $2,388,938 | $2,237,954 | - | $150,984 | 5.4% |
| Fees: other services | $2,301,744 | $2,175,795 | - | $125,949 | 5.2% | |
| Other employee benefits | $856,618 | $272,664 | - | $583,954 | 1.9% | |
| Advertising and promotion | $423,694 | - | - | $423,694 | 1.0% | |
| Payroll taxes | $264,878 | $66,024 | - | $198,854 | 0.6% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $249,090 | $2,594 | - | $246,496 | 0.6% |
| Pension plan contributions | $212,152 | $57,789 | - | $154,363 | 0.5% | |
| Occupancy | $85,477 | - | - | $85,477 | 0.2% | |
| Office expenses | $61,795 | $4,425 | - | $57,370 | 0.1% | |
| All other expenses | $39,612 | $6,703 | - | $32,909 | 0.1% | |
| Other (as described) | FEES & FINANCING | $33,552 | - | - | $33,552 | 0.1% |
| Fees: management | $18,945 | - | $18,945 | - | 0.0% | |
| Fees: legal | $13,788 | $13,788 | - | - | 0.0% | |
| Travel | $10,183 | $2,806 | - | $7,377 | 0.0% | |
| Conferences, conventions and meetings | $1,683 | $182 | $1,501 | - | 0.0% | |
| Depreciation and depletion | $702 | - | - | $702 | 0.0% | |
| Fundraising events Event | direct expenses; gross income $0 | $23,646 | reported apart | |||
| Total | $44,044,793 | 100% |
2019 · Form 990 · $47,292,929 spent · pay $7,187,089 · grants $18,759,173 · events $44,506
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $18,759,173 | $18,759,173 | - | - | 39.7% | |
| Other (as described) | Physician Remuneration | $10,108,618 | $10,108,618 | - | - | 21.4% |
| Fees: investment management | $5,536,398 | $5,536,398 | - | - | 11.7% | |
| Other salaries and wages | $3,261,096 | $1,095,147 | - | $2,165,949 | 6.9% | |
| Pay: officers, directors, trustees, key employees | $2,830,211 | $1,276,208 | $540,068 | $1,013,935 | 6.0% | |
| Fees: other services | $2,362,379 | $2,256,241 | - | $106,138 | 5.0% | |
| Depreciation and depletion | $1,989,785 | $1,989,083 | - | $702 | 4.2% | |
| Other employee benefits | $737,429 | $226,390 | - | $511,039 | 1.6% | |
| Advertising and promotion | $503,767 | - | - | $503,767 | 1.1% | |
| Payroll taxes | $288,533 | $89,999 | - | $198,534 | 0.6% | |
| Other (as described) | Dues & subscriptions | $249,967 | $2,859 | - | $247,108 | 0.5% |
| All other expenses | $178,995 | $917 | - | $178,078 | 0.4% | |
| Fees: management | $109,936 | - | $109,936 | - | 0.2% | |
| Office expenses | $84,537 | $11,553 | - | $72,984 | 0.2% | |
| Occupancy | $82,636 | - | - | $82,636 | 0.2% | |
| Other (as described) | Federal tax | $81,796 | $100,631 | - | -$18,835 | 0.2% |
| Pension plan contributions | $69,820 | -$3,254 | - | $73,074 | 0.1% | |
| Travel | $43,143 | $25,427 | - | $17,716 | 0.1% | |
| Fees: legal | $13,750 | $13,750 | - | - | 0.0% | |
| Conferences, conventions and meetings | $960 | $345 | $615 | - | 0.0% | |
| Fundraising events Event | direct expenses; gross income $0 | $43,546 | reported apart | |||
| Total | $47,292,929 | 100% |
2018 · Form 990 · $43,236,136 spent · pay $5,878,925 · grants $16,106,750 · events $13,822
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $16,106,750 | $16,106,750 | - | - | 37.3% | |
| Other (as described) | PHYSICIAN REMUNERATION | $8,790,223 | $8,790,223 | - | - | 20.3% |
| Fees: investment management | $5,625,559 | $5,625,559 | - | - | 13.0% | |
| Other salaries and wages | $2,953,614 | $497,690 | - | $2,455,924 | 6.8% | |
| Depreciation and depletion | $2,883,602 | $2,882,900 | - | $702 | 6.7% | |
| Fees: other services | $2,256,046 | $2,087,584 | - | $168,462 | 5.2% | |
| Pay: officers, directors, trustees, key employees | $1,830,239 | $844,739 | $491,810 | $493,690 | 4.2% | |
| Other employee benefits | $736,311 | $185,188 | - | $551,123 | 1.7% | |
| Advertising and promotion | $609,958 | - | - | $609,958 | 1.4% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $361,929 | $2,118 | - | $359,811 | 0.8% |
| Payroll taxes | $232,768 | $45,748 | - | $187,020 | 0.5% | |
| Travel | $163,810 | $124,936 | - | $38,874 | 0.4% | |
| Fees: management | $158,194 | - | $158,194 | - | 0.4% | |
| Office expenses | $138,054 | $16,650 | - | $121,404 | 0.3% | |
| Pension plan contributions | $125,993 | $25,220 | - | $100,773 | 0.3% | |
| Occupancy | $71,909 | - | - | $71,909 | 0.2% | |
| All other expenses | $69,059 | - | - | $69,059 | 0.2% | |
| Other (as described) | FEDERAL TAX | $54,977 | $885 | - | $54,092 | 0.1% |
| Other (as described) | FEES & FINANCE | $39,569 | - | - | $39,569 | 0.1% |
| Conferences, conventions and meetings | $13,822 | - | $13,535 | $287 | 0.0% | |
| Fees: legal | $13,750 | $13,750 | - | - | 0.0% | |
| Total | $43,236,136 | 100% |
2017 · Form 990 · $47,262,451 spent · pay $7,137,194 · grants $16,941,002 · events $15,898
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $16,941,002 | $16,941,002 | - | - | 35.8% | |
| Other (as described) | PHYSICIAN REMUNERATION | $8,862,265 | $8,862,265 | - | - | 18.8% |
| Fees: investment management | $5,816,413 | $5,816,413 | - | - | 12.3% | |
| Other salaries and wages | $3,220,449 | $664,490 | - | $2,555,959 | 6.8% | |
| Fees: other services | $2,998,211 | $2,749,118 | - | $249,093 | 6.3% | |
| Depreciation and depletion | $2,675,075 | $2,673,800 | - | $1,275 | 5.7% | |
| Pay: officers, directors, trustees, key employees | $2,517,181 | $1,628,535 | $466,944 | $421,702 | 5.3% | |
| Advertising and promotion | $1,933,427 | - | - | $1,933,427 | 4.1% | |
| Other employee benefits | $1,399,564 | $506,091 | - | $893,473 | 3.0% | |
| Travel | $232,875 | $193,718 | - | $39,157 | 0.5% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $210,506 | $2,902 | - | $207,604 | 0.4% |
| Office expenses | $128,162 | $12,986 | - | $115,176 | 0.3% | |
| Other (as described) | FOOD | $98,321 | $682 | - | $97,639 | 0.2% |
| Occupancy | $77,919 | - | - | $77,919 | 0.2% | |
| All other expenses | $47,676 | -$573 | $17,768 | $30,481 | 0.1% | |
| Other (as described) | FEES & FINANCE | $34,651 | - | - | $34,651 | 0.1% |
| Fees: management | $33,056 | - | $33,056 | - | 0.1% | |
| Conferences, conventions and meetings | $15,898 | - | $15,898 | - | 0.0% | |
| Fees: legal | $14,300 | $14,300 | - | - | 0.0% | |
| Fees: professional fundraisers | $5,500 | - | - | $5,500 | 0.0% | |
| Total | $47,262,451 | 100% |
2016 · Form 990 · $45,251,560 spent · pay $6,761,346 · grants $19,291,368 · events $19,448
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $19,291,368 | $19,291,368 | - | - | 42.6% | |
| Other (as described) | PHYSICIAN RENUMERATION | $7,543,119 | $7,543,119 | - | - | 16.7% |
| Fees: investment management | $5,089,527 | $5,089,527 | - | - | 11.2% | |
| Fees: other services | $3,031,248 | $2,755,555 | - | $275,693 | 6.7% | |
| Other salaries and wages | $2,899,547 | $619,244 | - | $2,280,303 | 6.4% | |
| Pay: officers, directors, trustees, key employees | $2,731,890 | $1,739,276 | $626,295 | $366,319 | 6.0% | |
| Depreciation and depletion | $2,227,390 | $2,224,395 | - | $2,995 | 4.9% | |
| Other employee benefits | $1,129,909 | $356,918 | - | $772,991 | 2.5% | |
| Advertising and promotion | $317,920 | - | - | $317,920 | 0.7% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $249,663 | $2,695 | - | $246,968 | 0.6% |
| Travel | $207,486 | $176,648 | - | $30,838 | 0.5% | |
| Other (as described) | FOOD | $117,498 | $451 | - | $117,047 | 0.3% |
| Other (as described) | MINOR EQUIPMENT | $100,097 | $4,500 | - | $95,597 | 0.2% |
| Office expenses | $85,649 | $4,422 | - | $81,227 | 0.2% | |
| Occupancy | $82,036 | $10,647 | - | $71,389 | 0.2% | |
| All other expenses | $72,035 | - | - | $72,035 | 0.2% | |
| Fees: professional fundraisers | $25,875 | - | - | $25,875 | 0.1% | |
| Fees: management | $23,705 | - | $23,705 | - | 0.1% | |
| Conferences, conventions and meetings | $19,448 | - | $19,448 | - | 0.0% | |
| Fees: legal | $6,150 | $6,150 | - | - | 0.0% | |
| Total | $45,251,560 | 100% |
2015 · Form 990 · $29,820,544 spent · pay $6,149,550 · grants $10,382,283 · events $23,412
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $10,382,283 | $10,382,283 | - | - | 34.8% | |
| Other (as described) | PHYSICIAN RENUMERATION | $5,751,626 | $5,751,626 | - | - | 19.3% |
| Fees: investment management | $3,786,959 | $3,786,959 | - | - | 12.7% | |
| Other salaries and wages | $3,090,713 | $1,007,780 | - | $2,082,933 | 10.4% | |
| Fees: other services | $2,345,356 | $2,120,188 | - | $225,168 | 7.9% | |
| Pay: officers, directors, trustees, key employees | $2,035,349 | $1,287,761 | $404,181 | $343,407 | 6.8% | |
| Other employee benefits | $1,023,488 | $325,680 | - | $697,808 | 3.4% | |
| Advertising and promotion | $408,973 | - | - | $408,973 | 1.4% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $246,728 | $2,189 | - | $244,539 | 0.8% |
| Travel | $183,669 | $149,322 | - | $34,347 | 0.6% | |
| Fees: professional fundraisers | $154,189 | - | - | $154,189 | 0.5% | |
| Office expenses | $114,193 | $5,535 | - | $108,658 | 0.4% | |
| Other (as described) | FOOD | $95,985 | $3,767 | - | $92,218 | 0.3% |
| Fees: management | $95,819 | - | $95,819 | - | 0.3% | |
| Other (as described) | AWARDS & RECOGNITION | $31,768 | $510 | - | $31,258 | 0.1% |
| All other expenses | $28,461 | - | - | $28,461 | 0.1% | |
| Conferences, conventions and meetings | $23,412 | - | $23,412 | - | 0.1% | |
| Fees: legal | $14,927 | $14,927 | - | - | 0.1% | |
| Occupancy | $3,522 | $526 | - | $2,996 | 0.0% | |
| Depreciation and depletion | $3,124 | - | - | $3,124 | 0.0% | |
| Total | $29,820,544 | 100% |
2014 · Form 990 · $19,177,153 spent · pay $5,099,177 · grants $12,671,522 · events $6,801
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $12,671,522 | $12,671,522 | - | - | 66.1% | |
| Other salaries and wages | $2,573,427 | $807,800 | - | $1,765,627 | 13.4% | |
| Pay: officers, directors, trustees, key employees | $1,620,969 | $844,454 | $423,369 | $353,146 | 8.5% | |
| Payroll taxes | $904,781 | $316,599 | - | $588,182 | 4.7% | |
| Office expenses | $435,342 | - | - | $435,342 | 2.3% | |
| Travel | $224,075 | $201,645 | - | $22,430 | 1.2% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $194,539 | $1,722 | - | $192,817 | 1.0% |
| Advertising and promotion | $162,036 | - | - | $162,036 | 0.8% | |
| Information technology | $97,960 | $1,000 | - | $96,960 | 0.5% | |
| Other (as described) | FOOD | $79,463 | $372 | - | $79,091 | 0.4% |
| Fees: management | $76,631 | - | $76,631 | - | 0.4% | |
| Fees: professional fundraisers | $57,603 | - | - | $57,603 | 0.3% | |
| Other (as described) | AWARDS & RECOGNITION | $27,971 | - | - | $27,971 | 0.1% |
| Other (as described) | FEES & FINANCE | $27,038 | - | - | $27,038 | 0.1% |
| Depreciation and depletion | $8,151 | - | - | $8,151 | 0.0% | |
| Fees: legal | $7,100 | $7,100 | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,801 | $975 | $5,826 | - | 0.0% | |
| Fees: accounting | $1,450 | $1,450 | - | - | 0.0% | |
| All other expenses | $294 | - | - | $294 | 0.0% | |
| Total | $19,177,153 | 100% |
2013 · Form 990 · $17,391,959 spent · pay $4,431,835 · grants $11,674,685 · events $11,627
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,674,685 | $11,674,685 | - | - | 67.1% | |
| Other salaries and wages | $2,260,094 | $546,220 | - | $1,713,874 | 13.0% | |
| Pay: officers, directors, trustees, key employees | $1,344,597 | $660,943 | $396,455 | $287,199 | 7.7% | |
| Other employee benefits | $827,144 | $247,273 | - | $579,871 | 4.8% | |
| Advertising and promotion | $304,918 | - | - | $304,918 | 1.8% | |
| Travel | $210,034 | $172,162 | - | $37,872 | 1.2% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $183,377 | $3,015 | - | $180,362 | 1.1% |
| Fees: other services | $177,096 | - | - | $177,096 | 1.0% | |
| Fees: management | $103,545 | - | $103,545 | - | 0.6% | |
| Office expenses | $87,417 | $1,775 | - | $85,642 | 0.5% | |
| Other (as described) | AWARDS & RECOGNITION | $55,014 | - | - | $55,014 | 0.3% |
| Fees: professional fundraisers | $52,197 | - | - | $52,197 | 0.3% | |
| Other (as described) | FOOD | $44,895 | $59 | - | $44,836 | 0.3% |
| Occupancy | $29,683 | $29,683 | - | - | 0.2% | |
| Other (as described) | FEES & FINANCE | $19,052 | - | - | $19,052 | 0.1% |
| Conferences, conventions and meetings | $11,627 | - | $11,627 | - | 0.1% | |
| Depreciation and depletion | $6,584 | - | - | $6,584 | 0.0% | |
| Total | $17,391,959 | 100% |
2012 · Form 990 · $16,889,606 spent · pay $4,038,309 · grants $11,287,788 · events $5,322
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $11,287,788 | $11,287,788 | - | - | 66.8% | |
| Other salaries and wages | $1,757,147 | $481,796 | - | $1,275,351 | 10.4% | |
| Pay: officers, directors, trustees, key employees | $1,542,898 | $462,287 | $339,162 | $741,449 | 9.1% | |
| Other employee benefits | $738,264 | $205,015 | - | $533,249 | 4.4% | |
| Fees: other services | $388,420 | $614 | - | $387,806 | 2.3% | |
| Advertising and promotion | $306,054 | - | - | $306,054 | 1.8% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $222,223 | $960 | - | $221,263 | 1.3% |
| Travel | $173,106 | $153,504 | - | $19,602 | 1.0% | |
| Fees: management | $160,838 | - | $160,838 | - | 1.0% | |
| Office expenses | $79,223 | $4,441 | - | $74,782 | 0.5% | |
| Other (as described) | FOOD | $71,725 | $559 | - | $71,166 | 0.4% |
| Fees: legal | $45,582 | $36,141 | - | $9,441 | 0.3% | |
| Other (as described) | AWARDS & RECOGNITION | $36,989 | - | - | $36,989 | 0.2% |
| Occupancy | $31,148 | $31,148 | - | - | 0.2% | |
| Fees: professional fundraisers | $16,734 | - | - | $16,734 | 0.1% | |
| Other (as described) | FEES & FINANCE | $15,634 | - | - | $15,634 | 0.1% |
| Depreciation and depletion | $10,416 | - | - | $10,416 | 0.1% | |
| Conferences, conventions and meetings | $5,322 | - | $5,322 | - | 0.0% | |
| All other expenses | $95 | - | - | $95 | 0.0% | |
| Total | $16,889,606 | 100% |
2011 · Form 990 · $57,070,443 spent · pay $4,274,478 · grants $51,487,969 · events $7,482
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $51,487,969 | $51,487,969 | - | - | 90.2% | |
| Other salaries and wages | $2,069,643 | $407,832 | - | $1,661,811 | 3.6% | |
| Pay: officers, directors, trustees, key employees | $1,479,118 | $295,966 | $445,141 | $738,011 | 2.6% | |
| Other employee benefits | $725,717 | $150,866 | - | $574,851 | 1.3% | |
| Fees: other services | $460,151 | $1,484 | - | $458,667 | 0.8% | |
| Advertising and promotion | $344,029 | - | - | $344,029 | 0.6% | |
| Office expenses | $103,897 | $4,298 | - | $99,599 | 0.2% | |
| Travel | $86,891 | $63,974 | - | $22,917 | 0.2% | |
| Other (as described) | AWARDS & RECOGNITION | $85,302 | - | - | $85,302 | 0.1% |
| Fees: management | $54,859 | - | $54,859 | - | 0.1% | |
| Occupancy | $48,907 | $48,907 | - | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $40,530 | $2,296 | - | $38,234 | 0.1% |
| Other (as described) | FOOD | $26,927 | $643 | - | $26,284 | 0.0% |
| Other (as described) | FEES & FINANCE | $17,743 | - | - | $17,743 | 0.0% |
| Fees: professional fundraisers | $14,680 | - | - | $14,680 | 0.0% | |
| Depreciation and depletion | $12,250 | - | - | $12,250 | 0.0% | |
| Conferences, conventions and meetings | $7,482 | $550 | $6,932 | - | 0.0% | |
| All other expenses | $3,478 | $2,075 | - | $1,403 | 0.0% | |
| Fees: legal | $870 | - | - | $870 | 0.0% | |
| Total | $57,070,443 | 100% |
2010 · Form 990 · $10,794,013 spent · pay $3,826,475 · grants $5,811,873 · events $16,076
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,811,873 | $5,811,873 | - | - | 53.8% | |
| Other salaries and wages | $1,734,862 | $204,085 | - | $1,530,777 | 16.1% | |
| Pay: officers, directors, trustees, key employees | $1,527,418 | $244,729 | $475,528 | $807,161 | 14.2% | |
| Other employee benefits | $564,195 | $80,187 | - | $484,008 | 5.2% | |
| Fees: other services | $359,971 | $72,720 | - | $287,251 | 3.3% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $198,194 | $1,783 | - | $196,411 | 1.8% |
| Advertising and promotion | $176,011 | - | - | $176,011 | 1.6% | |
| Travel | $86,193 | $59,475 | - | $26,718 | 0.8% | |
| Office expenses | $85,349 | $1,789 | - | $83,560 | 0.8% | |
| Other (as described) | AWARDS & RECOGNITION | $71,273 | - | - | $71,273 | 0.7% |
| Fees: professional fundraisers | $51,372 | - | - | $51,372 | 0.5% | |
| Other (as described) | FOOD | $31,573 | $871 | - | $30,702 | 0.3% |
| Fees: management | $24,472 | - | $24,472 | - | 0.2% | |
| Other (as described) | MINOR EQUIPMENT | $23,157 | $12,855 | - | $10,302 | 0.2% |
| Conferences, conventions and meetings | $16,076 | - | $16,076 | - | 0.1% | |
| Other (as described) | FEES & FINANCE | $14,215 | - | - | $14,215 | 0.1% |
| Depreciation and depletion | $13,448 | - | - | $13,448 | 0.1% | |
| Fees: legal | $4,361 | - | - | $4,361 | 0.0% | |
| Total | $10,794,013 | 100% |
2009 · Form 990 · $9,978,787 spent · pay $3,409,122 · grants $5,628,959 · events $6,355
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,628,959 | $5,628,959 | - | - | 56.4% | |
| Other salaries and wages | $1,681,114 | $127,119 | - | $1,553,995 | 16.8% | |
| Pay: officers, directors, trustees, key employees | $1,277,626 | $162,409 | $425,329 | $689,888 | 12.8% | |
| Other employee benefits | $450,382 | $38,961 | - | $411,421 | 4.5% | |
| Advertising and promotion | $195,203 | - | - | $195,203 | 2.0% | |
| Office expenses | $149,690 | $2,596 | - | $147,094 | 1.5% | |
| Fees: other services | $130,815 | $25,078 | - | $105,737 | 1.3% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $123,995 | $3,810 | - | $120,185 | 1.2% |
| Fees: management | $74,671 | - | $74,671 | - | 0.7% | |
| Other (as described) | FOOD | $74,337 | $691 | - | $73,646 | 0.7% |
| Travel | $45,682 | $22,034 | - | $23,648 | 0.5% | |
| Fees: legal | $36,772 | - | - | $36,772 | 0.4% | |
| Depreciation and depletion | $28,347 | - | - | $28,347 | 0.3% | |
| Other (as described) | MINOR EQUIPMENT | $27,942 | $13,526 | - | $14,416 | 0.3% |
| Other (as described) | AWARDS & RECOGNITION | $20,811 | - | - | $20,811 | 0.2% |
| Fees: professional fundraisers | $14,460 | - | - | $14,460 | 0.1% | |
| Other (as described) | FEES & FINANCE | $11,259 | - | - | $11,259 | 0.1% |
| Conferences, conventions and meetings | $6,355 | - | $6,355 | - | 0.1% | |
| All other expenses | $367 | - | - | $367 | 0.0% | |
| Total | $9,978,787 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2020 · Form 990 | ||||||||
| Yes | 1 | - | - | $252,225 | - | - | - | - |
State business registration
- W. I. COOK FOUNDATION, INC. TX, CN, Active franchise taxpayer (SOS status A), formed 1985-04-25
The same business name in the same state, from the state’s official registry data.
Comments