MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION
Cite this
Plain text MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/montana-higher-education-student-assistance-corporation-810393527. Retrieved 2026-10-26.
APA furp.org. (n.d.). MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 26, 2026, from https://furp.org/org/montana-higher-education-student-assistance-corporation-810393527
MLA “MONTANA HIGHER EDUCATION STUDENT ASSISTANCE CORPORATION.” furp.org, tax years 2010–2024, https://furp.org/org/montana-higher-education-student-assistance-corporation-810393527. Accessed 26 Oct. 2026.
Retrieved 2026-10-26; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $19.6M · expenses $22.0M · assets $280.4M
- Also known as
- ASSISTANCE CORPORATION
- EIN
- 81-0393527
- Address
- PO BOX 5209, HELENA, MT 59604-5209
- Website
- WWW.MHESAC.ORG
- NTEE code
- B82
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- March 1983 (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, 509(a)(2)
- Cross-check
- ProPublica Nonprofit Explorer
Mission
MHESAC OFFERS BORROWER BENEFITS IN THE FORM OF PRINCIPAL AND INTEREST RATE REDUCTIONS TO EXISTING STUDENT LOAN BORROWERS. ITS REACH HIGHER MONTANA (RHM) PROGRAMS CORE AREAS OF FOCUS ARE DUAL ENROLLMENT SUPPORT, STUDENT SERVICES, NETWORK SUPPORT AND OUTREACH.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
25 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 |
|---|---|---|---|---|---|
| Jolene Selby | CFO MHESAC, VP SAF | 2010-2024 | $258,433 | $3,051,363 | 2 |
| Scott Todorovich | CEO MHESAC, PRES/CEO SAF | 2018-2024 | $260,498 | $1,657,024 | 2 |
| Kelly Cresswell | EXEC DIR MHESAC, VP SAF | 2018-2024 | $204,897 | $1,204,151 | 2 |
| Terry Cosgrove | DIR MHESAC, SEC/TREAS SAF | 2016-2024 | $3,600 | $28,500 | 2 |
| Michael Green | DIR-CHAIR & OFF-PRES | 2010-2024 | $1,800 | $26,350 | 1 |
| George S Olsen | DIR & OFF-SEC/TREAS | 2010-2024 | $1,800 | $26,250 | 1 |
| Kimberly Cunningham | DIR MHESAC, DIR-BOARD CHAIR SAF | 2021-2024 | $3,600 | $14,400 | 2 |
| Shannon Stober | DIRECTOR - VICE CHAIR | 2017-2024 | $1,800 | $12,600 | 1 |
| Brianne Rogers | DIRECTOR | 2018-2024 | $1,800 | $10,650 | 1 |
| Wendy Wigert | DIRECTOR | 2018-2024 | $1,800 | $10,650 | 1 |
| Joyce Dombrouski | DIRECTOR | 2022-2024 | $1,800 | $4,500 | 1 |
| James Stipcich (former) | CEO THRU 3/23/18 | 2010-2018 | $397,209 | $2,401,304 | 1 |
| Donnie J Whitaker (former) | SAF TOP FINANCIAL OFFICIAL | 2014-2016 | $30,956 | $146,388 | 2 |
| Donnie J Whitaker Thru 11316 (former) | TOP FINANCIAL OFFICIAL | 2015 | $125,594 | $125,594 | 1 |
| Lila Taylor (former) | DIRECTOR | 2010-2017 | $1,950 | $28,950 | 2 |
| Kim Cunningham (former) | DIRECTOR MHESAC,DIRECTOR-CHAIR SAF | 2016-2020 | $3,600 | $16,050 | 2 |
| William Thomas (former) | VICE-CHAIR | 2011-2018 | $1,800 | $15,300 | 1 |
| Fred Flanders (former) | DIRECTOR | 2010-2016 | $1,800 | $11,900 | 1 |
| Jim Penner (former) | DIRECTOR/VICE-PRESIDENT | 2010-2016 | $1,800 | $11,850 | 1 |
| Tyler Christianson (former) | DIRECTOR/STUDENT MEMBER | 2012-2016 | $600 | $7,000 | 1 |
| Casey Lozar (former) | DIRECTOR | 2016-2018 | $1,800 | $3,450 | 1 |
| Rob Barnosky (former) | DIRECTOR | 2010 | $2,500 | $2,500 | 2 |
| Royal Johnson (former) | DIRECTOR | 2010 | $2,450 | $2,450 | 2 |
| Bill Thomas (former) | DIRECTOR | 2010 | $200 | $200 | 1 |
| Mark Semmens (former) | VICE-CHAIRMAN | 2010 | $50 | $50 | 1 |
Officers and directors, no compensation reported
8 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 |
|---|---|---|---|---|---|
| Crystine Miller | OFFICER - VICE PRESIDENT | 2022-2024 | 1 | $0 reported | 1 |
| Ron Muffick (former) | OFFICER -VP DONE 6/30/22 | 2016-2022 | 1 | $0 reported | 1 |
| Clayton Christian (former) | EX OFFICIO DIRECTOR | 2016-2020 | 1 | $0 reported | 1 |
| Judy Chapman (former) | SECRETARY | 2010 | 1 | $0 reported | 1 |
| Sheila Stearns (former) | PRESIDENT | 2010 | 1 | $0 reported | 2 |
| Mick Robinson (former) | VICE-PRESIDENT/SECRETARY | 2010 | 1 | $0 reported | 1 |
| Bruce Marks (former) | TREASURER | 2010 | 1 | $0 reported | 1 |
| Teresa Borrenphol (former) | DIRECTOR | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 12 people listed · 11 paid, $742K · 0 employees · 65 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT TODOROVICH | CEO MHESAC, PRES/CEO SAF | 1 | $0 | $230,706 | $29,792 | $260,498 | 2 |
| JOLENE SELBY | CFO MHESAC, VP SAF | 18 | $0 | $216,269 | $42,164 | $258,433 | 2 |
| KELLY CRESSWELL | EXEC DIR MHESAC, VP SAF | 41 | $0 | $164,691 | $40,206 | $204,897 | 2 |
| KIMBERLY CUNNINGHAM | DIR MHESAC, DIR-BOARD CHAIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TERRY COSGROVE | DIR MHESAC, SEC/TREAS SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | DIR-CHAIR & OFF-PRES | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE S OLSEN | DIR & OFF-SEC/TREAS | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR - VICE CHAIR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| JOYCE DOMBROUSKI | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| CRYSTINE MILLER | OFFICER - VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 12 people listed · 11 paid, $682K · 0 employees · 62 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT TODOROVICH | CEO MHESAC, PRES/CEO SAF | 1 | $0 | $230,783 | $29,379 | $260,162 | 2 |
| JOLENE SELBY | CFO MHESAC, VP SAF | 18 | $0 | $194,168 | $33,677 | $227,845 | 2 |
| KELLY CRESSWELL | EXEC DIR MHESAC, VP SAF | 41 | $0 | $140,159 | $36,080 | $176,239 | 2 |
| KIMBERLY CUNNINGHAM | DIR MHESAC, DIR-BOARD CHAIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TERRY COSGROVE | DIR MHESAC, DIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | DIR-CHAIR & OFF-PRES | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE S OLSEN | DIR & OFF-SEC/TREAS | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR - VICE CHAIR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| JOYCE DOMBROUSKI | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| CRYSTINE MILLER | OFFICER - VICE PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 13 people listed · 11 paid, $737K · 0 employees · 80 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT TODOROVICH | CEO MHESAC, PRES/CEO SAF | 1 | $0 | $254,312 | $38,450 | $292,762 | 2 |
| JOLENE SELBY | CFO MHESAC, VP SAF | 16 | $0 | $208,272 | $32,741 | $241,013 | 2 |
| KELLY CRESSWELL | EXEC DIR MHESAC, VP SAF | 41 | $0 | $167,840 | $18,589 | $186,429 | 2 |
| KIMBERLY CUNNINGHAM | DIR MHESAC, DIR - BOARD CHAIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TERRY COSGROVE | DIR MHESAC, DIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | DIR-CHAIR & OFF-PRES | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE S OLSEN | DIR & OFF-SEC/TREAS | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR - VICE CHAIR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| JOYCE DOMBROUSKI | DIRECTOR - STARTED 7/1/2022 | 1 | $900 | $0 | $0 | $900 | 1 |
| CRYSTINE MILLER | OFFICER - VP STARTED 10/26/22 | 1 | $0 | $0 | $0 | $0 | 1 |
| RON MUFFICK | OFFICER -VP DONE 6/30/22 | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 11 people listed · 10 paid, $573K · 0 employees · 71 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT TODOROVICH | CEO MHESAC,PRESIDENT/CEO SAF | 1 | $0 | $179,680 | $28,908 | $208,588 | 2 |
| JOLENE SELBY | CFO MHESAC,VICE PRESIDENT SAF | 18 | $0 | $161,756 | $35,941 | $197,697 | 2 |
| KELLY CRESSWELL | EXECUTIVE DIR MHESAC,VICE PRES SAF | 40 | $0 | $141,531 | $9,303 | $150,834 | 2 |
| KIMBERLY CUNNINGHAM | DIRECTOR MHESAC,DIRECTOR-CHAIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TERRY COSGROVE | DIRECTOR MHESAC,DIRECTOR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | DIRECTOR-CHAIR & OFFICER-PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE S OLSEN | DIRECTOR&OFFICER-SECRETARY/TREASURER | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR-VICE CHAIR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| RON MUFFICK | OFFICER VICE-PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 12 people listed · 10 paid, $707K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT TODOROVICH | CEO MHESAC,PRESIDENT/CEO SAF | 1 | $0 | $219,950 | $30,769 | $250,719 | 2 |
| JOLENE SELBY | CFO MHESAC,VICE PRESIDENT SAF | 16 | $0 | $210,901 | $38,146 | $249,047 | 2 |
| KELLY CRESSWELL | EXECUTIVE DIR MHESAC,VICE PRES SAF | 39 | $0 | $179,577 | $11,584 | $191,161 | 2 |
| KIM CUNNINGHAM | DIRECTOR MHESAC,DIRECTOR-CHAIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TERRY COSGROVE | DIRECTOR MHESAC,DIRECTOR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | DIRECTOR-CHAIR & OFFICER-PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE S OLSEN | DIRECTOR&OFFICER-SECRETARY/TREASURER | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR-VICE CHAIR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| CLAYTON CHRISTIAN | EX OFFICIO DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RON MUFFICK | OFFICER VICE-PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 12 people listed · 10 paid, $556K · 0 employees · 88 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SCOTT TODOROVICH | CEO MHESAC,PRESIDENT/CEO SAF | 1 | $0 | $169,768 | $27,647 | $197,415 | 2 |
| JOLENE SELBY | CFO MHESAC,VICE PRESIDENT SAF | 15 | $0 | $163,374 | $30,194 | $193,568 | 2 |
| KELLY CRESSWELL | EXECUTIVE DIR MHESAC,VICE PRES SAF | 40 | $0 | $139,821 | $9,176 | $148,997 | 2 |
| KIM CUNNINGHAM | DIRECTOR MHESAC,DIRECTOR-CHAIR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TERRY COSGROVE | DIRECTOR MHESAC,DIRECTOR SAF | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | DIRECTOR-CHAIR & OFFICER-PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE S OLSEN | DIRECTOR&OFFICER-SECRETARY/TREASURER | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR-VICE CHAIR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $1,650 | $0 | $0 | $1,650 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $1,650 | $0 | $0 | $1,650 | 1 |
| CLAYTON CHRISTIAN | EX OFFICIO DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RON MUFFICK | OFFICER VICE-PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 15 people listed · 11 paid, $934K · 0 employees · 120 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | CEO THRU 3/23/18 | 1 | $0 | $374,271 | $22,938 | $397,209 | 1 |
| JOLENE SELBY | CFO | 16 | $0 | $153,471 | $34,435 | $187,906 | 2 |
| SCOTT TODOROVICH | CEO | 1 | $0 | $167,676 | $19,204 | $186,880 | 2 |
| KELLY CRESSWELL | RHM EXECUTIVE DIRECTOR | 40 | $0 | $136,611 | $8,983 | $145,594 | 2 |
| TERRY COSGROVE | DIRECTOR | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| KIM CUNNINGHAM | DIRECTOR | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE OLSEN | DIRECTOR/SECRETARY/TREASURER | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| SHANNON STOBER | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| CASEY LOZAR | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| BRIANNE ROGERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WENDY WIGERT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CLAYTON CHRISTIAN | EX OFFICIO DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RON MUFFICK | VICE-PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · 9 paid, $410K · 0 employees · 133 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | CEO | 7 | $0 | $196,518 | $23,103 | $219,621 | 1 |
| JOLENE SELBY | CFO | 11 | $0 | $143,126 | $31,567 | $174,693 | 2 |
| KIM CUNNINGHAM | DIRECTOR | 1 | $1,650 | $1,800 | $0 | $3,450 | 2 |
| TERRY COSGROVE | DIRECTOR | 1 | $1,650 | $1,650 | $0 | $3,300 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $1,800 | $150 | $0 | $1,950 | 2 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE OLSEN | DIRECTOR/SECRETARY/TREASURER | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| CASEY LOZAR | DIRECTOR | 1 | $1,650 | $0 | $0 | $1,650 | 1 |
| CLAYTON CHRISTIAN | EX OFFICIO DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHANNON STOBER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RON MUFFICK | VICE-PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 15 people listed · 11 paid, $523K · 0 employees · 111 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | CEO | 6 | $0 | $244,474 | $25,405 | $269,879 | 1 |
| JOLENE SELBY | CFO | 8 | $0 | $176,072 | $31,496 | $207,568 | 2 |
| DONNIE J WHITAKER | SAF TOP FINANCIAL OFFICIAL | 0 | $0 | $28,901 | $2,055 | $30,956 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| FRED FLANDERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE OLSEN | DIRECTOR/SECRETARY/TREASURER | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| JIM PENNER | DIRECTOR/VICE-PRESIDENT | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| KIM CUNNINGHAM | DIRECTOR | 1 | $0 | $1,800 | $0 | $1,800 | 2 |
| TYLER CHRISTIANSON | DIRECTOR/STUDENT MEMBER | 1 | $600 | $0 | $0 | $600 | 1 |
| CASEY LOZAR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRY COSGROVE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CLAYTON CHRISTIAN | EX OFFICIO DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RON MUFFICK | VICE-PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 10 people listed · 10 paid, $515K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | TOP MANAGEMENT OFFICIAL | 3 | $0 | $192,847 | $23,444 | $216,291 | 1 |
| JOLENE SELBY | TOP FINANCIAL OFFICIAL/ASSISTANT TREASURER THR | 6 | $0 | $131,700 | $26,331 | $158,031 | 2 |
| DONNIE J WHITAKER THRU 11316 | TOP FINANCIAL OFFICIAL | 4 | $0 | $102,206 | $23,388 | $125,594 | 1 |
| LILA TAYLOR | DIRECTOR | 1 | $1,800 | $1,800 | $0 | $3,600 | 2 |
| TYLER CHRISTIANSON | DIRECTOR STUDENT MEMBER | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| FRED FLANDERS | DIRECTOR | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $1,800 | $0 | $0 | $1,800 | 1 |
| GEORGE OLSEN | SECRETARY/TREASURER | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
| JIM PENNER | VICE-PRESIDENT | 1 | $1,800 | $0 | $0 | $1,800 | 1 |
2014 · 10 people listed · 10 paid, $574K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | TOP MANAGEMENT OFFICIAL | 2 | $0 | $222,580 | $23,830 | $246,410 | 1 |
| JOLENE SELBY | TOP FINANCIAL OFFICIAL THRU 3/31/15 | 7 | $0 | $166,605 | $29,589 | $196,194 | 2 |
| DONNIE J WHITAKER | TOP FINANCIAL OFFICIAL AS OF 4/17/15 | 3 | $0 | $95,907 | $19,525 | $115,432 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $2,000 | $1,900 | $0 | $3,900 | 2 |
| TYLER CHRISTIANSON | DIRECTOR/STUDENT MEMBER | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| FRED FLANDERS | DIRECTOR | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $2,000 | $0 | $0 | $2,000 | 1 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $2,000 | $0 | $0 | $2,000 | 1 |
| GEORGE OLSEN | SECRETARY/TREASURER | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
| JIM PENNER | VICE-PRESIDENT | 1 | $2,000 | $0 | $0 | $2,000 | 1 |
2013 · 9 people listed · 9 paid, $481K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | TOP MANAGEMENT OFFICIAL | 2 | $0 | $242,732 | $26,305 | $269,037 | 1 |
| JOLENE SELBY | TOP FINANCIAL OFFICIAL | 8 | $0 | $168,322 | $24,953 | $193,275 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $2,400 | $2,400 | $0 | $4,800 | 2 |
| FRED FLANDERS | DIRECTOR | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $2,400 | $0 | $0 | $2,400 | 1 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $2,400 | $0 | $0 | $2,400 | 1 |
| GEORGE OLSEN | SECRETARY/TREASURER | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| JIM PENNER | VICE-PRESIDENT | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| TYLER CHRISTIANSON | DIRECTOR/STUDENT MEMBER | 1 | $1,600 | $0 | $0 | $1,600 | 1 |
2012 · 9 people listed · 8 paid, $475K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | TOP MANAGEMENT OFFICIAL | 5 | $0 | $234,229 | $27,735 | $261,964 | 1 |
| JOLENE SELBY | TOP FINANCIAL OFFICIAL | 17 | $0 | $173,225 | $23,078 | $196,303 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $2,400 | $2,400 | $0 | $4,800 | 2 |
| FRED FLANDERS | DIRECTOR | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $2,400 | $0 | $0 | $2,400 | 1 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $2,400 | $0 | $0 | $2,400 | 1 |
| GEORGE OLSEN | SECRETARY/TREASURER | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| JIM PENNER | VICE-PRESIDENT | 1 | $2,400 | $0 | $0 | $2,400 | 1 |
| TYLER CHRISTIANSON | DIRECTOR/STUDENT MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 8 people listed · 8 paid, $459K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | TOP MANAGEMENT OFFICIAL | 8 | $0 | $226,115 | $27,850 | $253,965 | 1 |
| JOLENE SELBY | TOP FINANCIAL OFFICIAL | 15 | $0 | $170,801 | $23,391 | $194,192 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $1,300 | $2,400 | $0 | $3,700 | 2 |
| MICHAEL GREEN | BOARD CHAIR/PRESIDENT | 3 | $1,350 | $0 | $0 | $1,350 | 1 |
| GEORGE OLSEN | SECRETARY/TREASURER | 1 | $1,350 | $0 | $0 | $1,350 | 1 |
| JIM PENNER | VICE-PRESIDENT | 1 | $1,350 | $0 | $0 | $1,350 | 1 |
| FRED FLANDERS | DIRECTOR | 1 | $1,300 | $0 | $0 | $1,300 | 1 |
| WILLIAM THOMAS | VICE-CHAIR | 3 | $1,300 | $0 | $0 | $1,300 | 1 |
2010 · 16 people listed · 11 paid, $451K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES STIPCICH | TOP MANAGEMENT OFFICIAL | 0 | $0 | $238,932 | $27,996 | $266,928 | 1 |
| JOLENE SELBY | TOP FINANCIAL OFFICIAL | 0 | $0 | $152,853 | $22,745 | $175,598 | 2 |
| LILA TAYLOR | DIRECTOR | 1 | $200 | $2,400 | $0 | $2,600 | 2 |
| ROB BARNOSKY | DIRECTOR | 1 | $100 | $2,400 | $0 | $2,500 | 2 |
| ROYAL JOHNSON | DIRECTOR | 1 | $50 | $2,400 | $0 | $2,450 | 2 |
| FRED FLANDERS | BOARD CHAIRMAN | 3 | $200 | $0 | $0 | $200 | 1 |
| BILL THOMAS | DIRECTOR | 1 | $200 | $0 | $0 | $200 | 1 |
| MICHAEL GREEN | BOARD CHAIR | 3 | $200 | $0 | $0 | $200 | 1 |
| GEORGE OLSEN | DIRECTOR | 1 | $100 | $0 | $0 | $100 | 1 |
| JIM PENNER | DIRECTOR | 1 | $100 | $0 | $0 | $100 | 1 |
| MARK SEMMENS | VICE-CHAIRMAN | 1 | $50 | $0 | $0 | $50 | 1 |
| JUDY CHAPMAN | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| SHEILA STEARNS | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| MICK ROBINSON | VICE-PRESIDENT/SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| BRUCE MARKS | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| TERESA BORRENPHOL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $3.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $3,627,830 |
2023 · 1 contractor · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $3,720,772 |
2022 · 2 contractors · $4.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $4,147,432 |
| KINTETIC WEST LLC | SEATTLE, WA | CONSULTANT FOR MONTANA WORK-BASED LEARNI | $200,000 |
2021 · 1 contractor · $4.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $4,457,247 |
2020 · 1 contractor · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $4,776,743 |
2019 · 1 contractor · $5.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $5,185,392 |
2018 · 1 contractor · $5.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $5,939,108 |
2017 · 1 contractor · $6.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $6,420,999 |
2016 · 2 contractors · $10.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MGMT & LOAN SERVICES, PROGRAMS DELIVERY | $10,196,668 |
| DORSEY & WHITNEY LLP | MINNEAPOLIS, MN | LEGAL COUNSEL | $164,547 |
2015 · 2 contractors · $10.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MANAGEMENT AND LOAN SERVICES | $9,728,218 |
| DORSEY & WHITNEY LLP | MINNEAPOLIS, MN | LEGAL COUNSEL | $238,354 |
2014 · 1 contractor · $12.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MANAGEMENT AND LOAN SERVICES | $12,123,783 |
2013 · 1 contractor · $13.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | MANAGEMENT AND LOAN SERVICES | $13,011,202 |
2012 · 4 contractors · $14.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MANAGEMENT AND LOAN SERVICES | $13,258,533 |
| DORSEY & WHITNEY LLP | MINNEAPOLIS, MN | BOND COUNSEL | $300,000 |
| STANDARD & POOR'S FINANCIAL SERVICES | CHICAGO, IL | ISSUANCE RATING FEE | $240,000 |
| FITCH RATINGS | NEW YORK, NY | ISSUANCE RATING FEE | $190,000 |
2011 · 1 contractor · $13.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MANAGEMENT AND LOAN SERVICES | $13,015,443 |
2010 · 1 contractor · $14.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION | HELENA, MT | MANAGEMENT AND LOAN SERVICES | $14,463,110 |
Trademarks
1 US trademark, 1 live.
- Montana Higher Education Student Assistance Corporation 1 marks, MT EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| MHESAC | 78522768 | 2004-11-24 | Registered and renewed | TRTYRAP, file of 2026-04-03 |
The newest marks of the trademark owners above, matched to this record by name (and state).
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 · 1 grant to organizations · $62K
Listed grants add up to $62,500; the return's “grants paid” expense line says $422,212. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 3 grants to organizations · $78K
Listed grants add up to $78,025; the return's “grants paid” expense line says $521,781. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 4 grants to organizations · $95K
Listed grants add up to $95,000; the return's “grants paid” expense line says $522,452. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 6 grants to organizations · $92K
Listed grants add up to $92,181; the return's “grants paid” expense line says $887,813. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 8 grants to organizations · $101K
Listed grants add up to $101,000; the return's “grants paid” expense line says $487,472. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 6 grants to organizations · $116K
Listed grants add up to $116,200; the return's “grants paid” expense line says $506,829. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 4 grants to organizations · $92K
Listed grants add up to $92,250; the return's “grants paid” expense line says $391,097. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 2 grants to organizations · $60K
Listed grants add up to $60,000; the return's “grants paid” expense line says $294,467. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 6 grants to organizations · $255K
Listed grants add up to $255,000; the return's “grants paid” expense line says $508,339. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $19,567,092 | $22,003,288 | $280,386,190 | $76,056,120 | $695,610 | $17,791,808 | $14,400 | 0 | 65 |
| 2023 · Form 990 | ||||||||
| $24,508,201 | $27,540,007 | $320,626,994 | $78,375,477 | $741,853 | $22,722,884 | $14,400 | 0 | 62 |
| 2022 · Form 990 | ||||||||
| $23,987,922 | $26,030,923 | $381,209,209 | $81,188,345 | $689,370 | $22,556,943 | $14,400 | 0 | 80 |
| 2021 · Form 990 | ||||||||
| $15,047,614 | $16,317,868 | $454,297,151 | $83,319,177 | $1,009,124 | $13,842,275 | $12,600 | 0 | 71 |
| 2020 · Form 990 | ||||||||
| $16,450,082 | $16,652,032 | $535,782,585 | $85,114,872 | $618,155 | $15,662,741 | $12,600 | 0 | 50 |
| 2019 · Form 990 | ||||||||
| $24,210,727 | $25,757,349 | $593,255,692 | $85,356,069 | $463,546 | $23,273,739 | $12,600 | 0 | 88 |
| 2018 · Form 990 | ||||||||
| $31,953,405 | $33,829,885 | $666,466,179 | $86,723,545 | $394,952 | $30,983,487 | $12,450 | 0 | 120 |
| 2017 · Form 990 | ||||||||
| $30,007,913 | $32,917,911 | $755,743,439 | $88,546,121 | $272,473 | $29,583,997 | $12,600 | 0 | 133 |
| 2016 · Form 990 | ||||||||
| $29,554,619 | $33,475,814 | $859,565,581 | $91,440,722 | $937,332 | $28,192,935 | $11,550 | 0 | 111 |
| 2015 · Form 990 | ||||||||
| $29,547,360 | $33,834,572 | $965,432,682 | $95,358,409 | $0 | $29,232,697 | $12,400 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $31,168,796 | $34,732,326 | $1,074,548,977 | $99,643,626 | $0 | $30,891,017 | $13,200 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $34,966,109 | $38,519,282 | $1,192,762,703 | $103,207,159 | $0 | $34,690,948 | $14,600 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $41,762,741 | $41,691,841 | $1,316,037,965 | $106,759,887 | $0 | $41,453,894 | $16,400 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $119,407,568 | $27,628,215 | $1,476,754,430 | $106,689,273 | $0 | $62,612,415 | $14,400 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $54,009,328 | $40,508,711 | $1,548,848,559 | $40,855,776 | $0 | $52,857,579 | $1,100 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- STUDENT ASSISTANCE FOUNDATION OF MONTANA Helena, MT · 5 people in common (Jolene Selby, Kelly Cresswell, Kimberly Cunningham) · related organization (Schedule R)
Funders of this organization
5 grantors reported grants to this organization, $1,281,105 in all, tax years 2016 to 2024. 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 |
|---|---|---|---|---|---|---|---|---|
| STUDENT ASSISTANCE FOUNDATION OF MONTANA | Public charity | Exact | 2016 | 1 | $645,448 | 2016 | $645,448 | show |
| NEW AMERICA FOUNDATION | Public charity | Exact | 2020-2021, 2023 | 3 | $519,657 | 2023 | $150,000 | show |
| EDCHOICE INC | Public charity | Exact | 2022 | 1 | $56,000 | 2022 | $56,000 | show |
| THE ASPEN INSTITUTE INC | Public charity | Exact | 2023-2024 | 2 | $50,000 | 2024 | $25,000 | show |
| JOBS FOR THE FUTURE INC | Public charity | Exact | 2024 | 1 | $10,000 | 2024 | $10,000 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HIGHER EDUCATION SERVICING CORP IN | TX | B82 | $36,047,569 | $13,765,035 | President | $439,785 | Same NTEE code B82, revenue within 2x, similar mission |
| BRAZOS HIGHER EDUCATION SERVICE CORPORATION INC | TX | B82 | $33,774,034 | $8,934,501 | President & CEO | $994,139 | Same NTEE code B82, revenue within 2x |
| NEW MEXICO EDUCATIONAL ASSISTANCE FOUNDATION | NM | B82 | $13,879,681 | $11,400,001 | PRESIDENT & CEO | $229,969 | Same NTEE code B82, revenue within 2x |
| ADOPT-A-STUDENT FOUNDATION | MA | B82 | $13,154,733 | $5,273,288 | TRUSTEE | $0 | Same NTEE code B82, revenue within 2x |
| WICHITA CENTER FOR GRADUATE MEDICAL EDUCATION INC | KS | B82 | $26,036,902 | $26,036,901 | COMMUNITY DI | $0 | Same NTEE code B82, revenue within 2x |
| INDIGENOUS EDUCATION INC | NM | B82 | $10,653,063 | $10,552,750 | CEO | $134,490 | Same NTEE code B82, revenue within 2x |
| NATIONAL ASSOCIATION OF STUDENT FINANCIAL AID ADMINISTRATORS | DC | B82 | $15,352,137 | $13,662,765 | INTERIM PRESIDENT & CEO | $364,147 | Same NTEE code B82, revenue within 2x |
| FUDAN UNIVERSITY EDUCATION DEVELOPMENT FOUNDATION | CA | B82 | $10,733,558 | $3,149,507 | CHAIRMAN, DIRECTOR | $0 | Same NTEE code B82, revenue within 2x |
| FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY | CA | B82 | $13,434,181 | $2,113,129 | DIRECTOR (EX OFFICIO) | $431,163 | Same NTEE code B82, revenue within 2x |
| CLEVELAND AVENUE FOUNDATION FOR EDUCATION GROUP | IL | B82 | $19,646,175 | $2,882,933 | CHIEF IMPACT OFFICER | $220,107 | Same NTEE code B82, revenue within 2x |
| JEWELL EDUCATIONAL FUND | MI | B82 | $26,759,291 | $9,870,220 | PRESIDENT/CEO/BOARD OF REGENTS | $460,014 | Same NTEE code B82, revenue within 2x |
| VERMONT STUDENT DEVELOPMENT FUND INC | VT | B82 | $17,494,764 | $16,807,150 | President and CEO | $412,495 | Same NTEE code B82, revenue within 2x |
| HORATIO ALGER ASSOCIATION OF DISTINGUISHED AMERICANS INC | VA | B82 | $30,407,277 | $34,027,086 | EXECUTIVE DIRECTOR | $2,264,177 | Same NTEE code B82, revenue within 2x |
| NEBRASKA STUDENT LOAN PROGRAM INC | NE | B82 | $10,727,431 | $6,628,780 | FORMER CEO (THRU 10/2023) | $426,408 | Same NTEE code B82, revenue within 2x |
| PARTNERSHIP FOR ED ADVANCEMENT INC | NY | B82 | $13,208,148 | $19,797,991 | CHIEF OPERATING OFFICER | $349,804 | Same NTEE code B82, revenue within 2x |
| GOVERNORS RURAL EDUCATION FOUNDATION | TN | B82 | $12,512,934 | $12,505,536 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x |
| INSTITUTE FOR BETTER EDUCATION | AZ | B82 | $25,515,241 | $20,343,859 | Executive Dir. | $112,722 | Same NTEE code B82, revenue within 2x |
| THE NORTH CAROLINA A&T REAL ESTATE FOUNDATION INC | NC | B82 | $25,696,950 | $26,192,583 | Chancellor | $431,958 | Same NTEE code B82, revenue within 2x |
| BOSTON LATIN SCHOOL ASSOCIATION | MA | B82 | $14,840,007 | $5,994,527 | PRESIDENT | $357,016 | Same NTEE code B82, revenue within 2x |
| PORT OF LOS ANGELES HIGH SCHOOL | CA | B82 | $19,091,410 | $18,872,240 | SENIOR DIRECTOR OF DEVELOPMENT | $216,359 | Same NTEE code B82, revenue within 2x |
| MARINE CORPS-LAW ENFORCEMENT FOUNDATION INC | NY | B82 | $10,282,002 | $2,566,749 | BOARD MEMBER | $0 | Same NTEE code B82, revenue within 2x |
| BROOKLYN COLLEGE FOUNDATION INC | NY | B82 | $16,887,701 | $12,769,337 | MANAGING DIR, CAMPAIGN & LEADERSHIP | $242,113 | Same NTEE code B82, revenue within 2x |
| ORANGE COAST COLLEGE FOUNDATION | CA | B82 | $15,274,289 | $6,349,026 | Executive Director (Left 12/31/2024) | $285,174 | Same NTEE code B82, revenue within 2x |
| SPECIAL OPERATIONS WARRIOR FOUNDATION | FL | B82 | $32,903,479 | $23,985,508 | PRESIDENT/CEO | $346,179 | Same NTEE code B82, revenue within 2x |
| CATHOLIC EDUCATION ARIZONA | AZ | B82 | $20,197,669 | $19,063,718 | PRESIDENT & CEO | $234,574 | Same NTEE code B82, 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 · $22,003,288 spent · pay $14,400 · grants $422,212 · events $93,856
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $13,373,317 | $13,373,317 | - | - | 60.8% | |
| Fees: management | $2,470,319 | $2,470,319 | - | - | 11.2% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $2,284,055 | $2,284,055 | - | - | 10.4% |
| Fees: other services | $1,712,018 | $1,413,172 | $298,846 | - | 7.8% | |
| Depreciation and depletion | $1,086,722 | $1,085,200 | $1,522 | - | 4.9% | |
| Grants to US individuals | $359,712 | $359,712 | - | - | 1.6% | |
| Travel | $198,191 | $193,647 | $4,544 | - | 0.9% | |
| Conferences, conventions and meetings | $93,856 | $89,251 | $4,605 | - | 0.4% | |
| Office expenses | $87,925 | $56,111 | $31,814 | - | 0.4% | |
| Grants to US organizations and governments | $62,500 | $62,500 | - | - | 0.3% | |
| Other (as described) | PROGRAM COSTS | $61,396 | $61,396 | - | - | 0.3% |
| Insurance | $46,267 | $27,247 | $19,020 | - | 0.2% | |
| Occupancy | $45,887 | $38,094 | $7,793 | - | 0.2% | |
| Advertising and promotion | $30,499 | $30,494 | $5 | - | 0.1% | |
| Other (as described) | LENDER LOAN AND INCENTI | $28,345 | $28,345 | - | - | 0.1% |
| Fees: investment management | $25,704 | $25,704 | - | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $24,099 | $23,682 | $417 | - | 0.1% |
| Pay: officers, directors, trustees, key employees | $14,400 | - | $14,400 | - | 0.1% | |
| Fees: accounting | $936 | - | $936 | - | 0.0% | |
| All other expenses | -$2,860 | -$2,860 | - | - | -0.0% | |
| Total | $22,003,288 | 100% |
2023 · Form 990 · $27,540,007 spent · pay $14,400 · grants $521,781 · events $73,735
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $18,249,788 | $18,249,788 | - | - | 66.3% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $2,748,375 | $2,748,375 | - | - | 10.0% |
| Fees: management | $2,288,348 | $2,288,348 | - | - | 8.3% | |
| Fees: other services | $1,732,249 | $1,410,548 | $321,701 | - | 6.3% | |
| Depreciation and depletion | $1,271,706 | $1,269,003 | $2,703 | - | 4.6% | |
| Grants to US individuals | $438,756 | $438,756 | - | - | 1.6% | |
| Travel | $236,759 | $232,302 | $4,457 | - | 0.9% | |
| Office expenses | $103,443 | $70,579 | $32,864 | - | 0.4% | |
| Grants to US organizations and governments | $83,025 | $83,025 | - | - | 0.3% | |
| Conferences, conventions and meetings | $73,735 | $71,816 | $1,919 | - | 0.3% | |
| Other (as described) | PROGRAM COSTS | $70,590 | $70,590 | - | - | 0.3% |
| Advertising and promotion | $49,244 | $49,231 | $13 | - | 0.2% | |
| Insurance | $47,071 | $26,639 | $20,432 | - | 0.2% | |
| Occupancy | $43,161 | $33,881 | $9,280 | - | 0.2% | |
| Other (as described) | LENDER LOAN AND INCENTI | $35,513 | $35,513 | - | - | 0.1% |
| Other (as described) | DUES & SUBSCRIPTIONS | $25,936 | $20,491 | $5,445 | - | 0.1% |
| Fees: investment management | $23,178 | $23,178 | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $14,400 | - | $14,400 | - | 0.1% | |
| All other expenses | $3,610 | $3,610 | - | - | 0.0% | |
| Fees: accounting | $610 | - | $610 | - | 0.0% | |
| Fees: legal | $510 | - | $510 | - | 0.0% | |
| Total | $27,540,007 | 100% |
2022 · Form 990 · $26,030,923 spent · pay $14,400 · grants $522,452 · events $73,430
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $16,367,540 | $16,367,540 | - | - | 62.9% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $3,246,657 | $3,246,657 | - | - | 12.5% |
| Fees: management | $2,157,079 | $2,157,079 | - | - | 8.3% | |
| Fees: other services | $1,555,827 | $1,285,321 | $270,506 | - | 6.0% | |
| Depreciation and depletion | $1,454,629 | $1,450,195 | $4,434 | - | 5.6% | |
| Grants to US individuals | $427,452 | $427,452 | - | - | 1.6% | |
| Travel | $171,143 | $166,149 | $4,994 | - | 0.7% | |
| Advertising and promotion | $101,013 | $100,974 | $39 | - | 0.4% | |
| Other (as described) | PROGRAM COSTS | $95,521 | $95,521 | - | - | 0.4% |
| Grants to US organizations and governments | $95,000 | $95,000 | - | - | 0.4% | |
| Office expenses | $81,500 | $49,362 | $32,138 | - | 0.3% | |
| Conferences, conventions and meetings | $73,430 | $71,976 | $1,454 | - | 0.3% | |
| Insurance | $45,750 | $25,592 | $20,158 | - | 0.2% | |
| Other (as described) | LENDER LOAN AND INCENTI | $40,872 | $40,872 | - | - | 0.2% |
| Occupancy | $38,561 | $31,088 | $7,473 | - | 0.1% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $29,114 | $19,053 | $10,061 | - | 0.1% |
| Fees: investment management | $22,822 | $22,822 | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $14,400 | - | $14,400 | - | 0.1% | |
| Fees: accounting | $6,564 | $6,000 | $564 | - | 0.0% | |
| All other expenses | $3,929 | $3,929 | - | - | 0.0% | |
| Fees: legal | $2,120 | $2,120 | - | - | 0.0% | |
| Total | $26,030,923 | 100% |
2021 · Form 990 · $16,317,868 spent · pay $12,600 · grants $887,813 · events $67,356
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $5,495,608 | $5,495,608 | - | - | 33.7% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $3,973,745 | $3,973,745 | - | - | 24.4% |
| Fees: management | $2,084,832 | $2,084,832 | - | - | 12.8% | |
| Depreciation and depletion | $1,701,928 | $1,696,756 | $5,172 | - | 10.4% | |
| Fees: other services | $1,449,890 | $1,167,992 | $281,898 | - | 8.9% | |
| Grants to US individuals | $790,632 | $790,632 | - | - | 4.8% | |
| Travel | $148,514 | $144,126 | $4,388 | - | 0.9% | |
| Advertising and promotion | $110,561 | $110,550 | $11 | - | 0.7% | |
| Grants to US organizations and governments | $97,181 | $97,181 | - | - | 0.6% | |
| Other (as described) | PROGRAM COSTS | $95,021 | $95,021 | - | - | 0.6% |
| Office expenses | $92,869 | $60,599 | $32,270 | - | 0.6% | |
| Conferences, conventions and meetings | $67,356 | $65,718 | $1,638 | - | 0.4% | |
| Insurance | $49,240 | $28,419 | $20,821 | - | 0.3% | |
| Occupancy | $48,952 | $40,879 | $8,073 | - | 0.3% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $36,895 | $22,645 | $14,250 | - | 0.2% |
| Other (as described) | LENDER LOAN AND INCENTI | $29,157 | $29,157 | - | - | 0.2% |
| Fees: investment management | $26,277 | $26,277 | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $12,600 | - | $12,600 | - | 0.1% | |
| All other expenses | $4,629 | $4,629 | - | - | 0.0% | |
| Fees: accounting | $1,096 | - | $1,096 | - | 0.0% | |
| Fees: legal | $885 | $837 | $48 | - | 0.0% | |
| Total | $16,317,868 | 100% |
2020 · Form 990 · $16,652,032 spent · pay $12,600 · grants $487,472 · events $103,828
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $5,765,558 | $5,765,558 | - | - | 34.6% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $4,594,114 | $4,594,114 | - | - | 27.6% |
| Fees: management | $2,202,760 | $2,202,760 | - | - | 13.2% | |
| Depreciation and depletion | $1,690,463 | $1,686,702 | $3,761 | - | 10.2% | |
| Other (as described) | CONTRACT LABOR | $1,123,091 | $906,747 | $216,344 | - | 6.7% |
| Grants to US individuals | $386,472 | $386,472 | - | - | 2.3% | |
| Fees: other services | $120,703 | $120,703 | - | - | 0.7% | |
| Other (as described) | PROGRAM COSTS | $116,418 | $116,418 | - | - | 0.7% |
| Advertising and promotion | $104,306 | $104,300 | $6 | - | 0.6% | |
| Conferences, conventions and meetings | $103,828 | $103,407 | $421 | - | 0.6% | |
| Grants to US organizations and governments | $101,000 | $101,000 | - | - | 0.6% | |
| Office expenses | $87,533 | $59,074 | $28,459 | - | 0.5% | |
| All other expenses | $69,084 | $64,214 | $4,870 | - | 0.4% | |
| Occupancy | $57,195 | $39,587 | $17,608 | - | 0.3% | |
| Insurance | $53,593 | $32,916 | $20,677 | - | 0.3% | |
| Travel | $36,870 | $35,840 | $1,030 | - | 0.2% | |
| Fees: investment management | $27,038 | $27,038 | - | - | 0.2% | |
| Pay: officers, directors, trustees, key employees | $12,600 | - | $12,600 | - | 0.1% | |
| Fees: accounting | $516 | - | $516 | - | 0.0% | |
| Fees: legal | $24 | - | $24 | - | 0.0% | |
| Other (as described) | INCOME TAX | -$1,134 | -$1,134 | - | - | -0.0% |
| Total | $16,652,032 | 100% |
2019 · Form 990 · $25,757,349 spent · pay $12,600 · grants $506,829 · events $58,521
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $14,485,931 | $14,485,931 | - | - | 56.2% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $5,119,910 | $5,119,910 | - | - | 19.9% |
| Fees: management | $2,391,422 | $2,391,422 | - | - | 9.3% | |
| Depreciation and depletion | $1,499,537 | $1,497,056 | $2,481 | - | 5.8% | |
| Other (as described) | CONTRACT LABOR | $1,076,112 | $839,451 | $236,661 | - | 4.2% |
| Grants to US individuals | $390,629 | $390,629 | - | - | 1.5% | |
| Fees: other services | $127,244 | $127,244 | - | - | 0.5% | |
| Grants to US organizations and governments | $116,200 | $116,200 | - | - | 0.5% | |
| Other (as described) | PROGRAM COSTS | $87,916 | $87,916 | - | - | 0.3% |
| Office expenses | $75,154 | $46,725 | $28,429 | - | 0.3% | |
| All other expenses | $73,931 | $64,769 | $9,162 | - | 0.3% | |
| Travel | $70,368 | $68,301 | $2,067 | - | 0.3% | |
| Conferences, conventions and meetings | $58,521 | $56,724 | $1,797 | - | 0.2% | |
| Occupancy | $57,260 | $40,640 | $16,620 | - | 0.2% | |
| Insurance | $50,154 | $29,245 | $20,909 | - | 0.2% | |
| Advertising and promotion | $37,398 | $37,387 | $11 | - | 0.1% | |
| Fees: investment management | $25,528 | $25,528 | - | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $12,600 | - | $12,600 | - | 0.0% | |
| Fees: legal | $917 | - | $917 | - | 0.0% | |
| Fees: accounting | $876 | - | $876 | - | 0.0% | |
| Other (as described) | INCOME TAX | -$259 | -$259 | - | - | -0.0% |
| Total | $25,757,349 | 100% |
2018 · Form 990 · $33,829,885 spent · pay $12,450 · grants $391,097 · events $114,607
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $21,475,933 | $21,475,933 | - | - | 63.5% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $5,777,879 | $5,777,879 | - | - | 17.1% |
| Fees: management | $2,566,386 | $2,566,199 | $187 | - | 7.6% | |
| Depreciation and depletion | $1,823,777 | $1,821,560 | $2,217 | - | 5.4% | |
| Other (as described) | CONTRACT LABOR | $1,045,972 | $827,471 | $218,501 | - | 3.1% |
| Grants to US individuals | $298,847 | $298,847 | - | - | 0.9% | |
| Fees: other services | $148,407 | $148,276 | $131 | - | 0.4% | |
| Conferences, conventions and meetings | $114,607 | $112,845 | $1,762 | - | 0.3% | |
| All other expenses | $104,005 | $94,162 | $9,843 | - | 0.3% | |
| Grants to US organizations and governments | $92,250 | $92,250 | - | - | 0.3% | |
| Travel | $78,549 | $74,989 | $3,560 | - | 0.2% | |
| Office expenses | $78,465 | $52,993 | $25,472 | - | 0.2% | |
| Other (as described) | LENDER LOAN AND INCENTI | $65,095 | $65,095 | - | - | 0.2% |
| Occupancy | $51,493 | $34,751 | $16,742 | - | 0.2% | |
| Insurance | $49,738 | $28,836 | $20,902 | - | 0.1% | |
| Advertising and promotion | $37,813 | $37,674 | $139 | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $12,450 | - | $12,450 | - | 0.0% | |
| Fees: investment management | $5,504 | $5,504 | - | - | 0.0% | |
| Other (as described) | INCOME TAX | $1,101 | $1,101 | - | - | 0.0% |
| Fees: accounting | $899 | - | $899 | - | 0.0% | |
| Fees: legal | $715 | - | $715 | - | 0.0% | |
| Total | $33,829,885 | 100% |
2017 · Form 990 · $32,917,911 spent · pay $12,600 · grants $294,467 · events $98,928
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $18,485,843 | $18,485,843 | - | - | 56.2% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $6,528,762 | $6,528,762 | - | - | 19.8% |
| Fees: management | $3,246,873 | $3,243,884 | $2,989 | - | 9.9% | |
| Depreciation and depletion | $2,167,850 | $2,164,453 | $3,397 | - | 6.6% | |
| Other (as described) | CONTRACT LABOR | $1,184,690 | $913,597 | $271,093 | - | 3.6% |
| Fees: other services | $266,466 | $183,605 | $82,881 | -$20 | 0.8% | |
| Grants to US individuals | $234,467 | $234,467 | - | - | 0.7% | |
| Travel | $112,660 | $106,937 | $5,723 | - | 0.3% | |
| Conferences, conventions and meetings | $98,928 | $95,507 | $3,421 | - | 0.3% | |
| Advertising and promotion | $95,511 | $95,415 | $90 | $6 | 0.3% | |
| Office expenses | $87,249 | $56,301 | $29,760 | $1,188 | 0.3% | |
| Other (as described) | LENDER LOAN AND INCENTI | $77,461 | $77,461 | - | - | 0.2% |
| All other expenses | $72,528 | $43,628 | $28,900 | - | 0.2% | |
| Grants to US organizations and governments | $60,000 | $60,000 | - | - | 0.2% | |
| Occupancy | $56,426 | $36,771 | $19,655 | - | 0.2% | |
| Other (as described) | OTHER GRANTS | $54,431 | $54,431 | - | - | 0.2% |
| Insurance | $53,877 | $32,882 | $20,995 | - | 0.2% | |
| Fees: legal | $21,289 | - | $21,289 | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $12,600 | - | $12,600 | - | 0.0% | |
| Total | $32,917,911 | 100% |
2016 · Form 990 · $33,475,814 spent · pay $11,550 · grants $508,339 · events $96,564
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $14,692,669 | $14,692,669 | - | - | 43.9% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $7,289,947 | $7,289,947 | - | - | 21.8% |
| Fees: management | $6,529,587 | $6,529,587 | - | - | 19.5% | |
| Depreciation and depletion | $2,369,893 | $2,369,893 | - | - | 7.1% | |
| Other (as described) | PROGRAM COSTS | $1,257,590 | $1,032,573 | $216,606 | $8,411 | 3.8% |
| Grants to US organizations and governments | $255,000 | $255,000 | - | - | 0.8% | |
| Grants to US individuals | $253,339 | $253,339 | - | - | 0.8% | |
| Fees: other services | $207,152 | $201,045 | $5,757 | $350 | 0.6% | |
| Other (as described) | LENDER LOAN AND INCENTI | $103,662 | $103,662 | - | - | 0.3% |
| Conferences, conventions and meetings | $96,564 | $95,044 | $1,520 | - | 0.3% | |
| Advertising and promotion | $81,452 | $81,452 | - | - | 0.2% | |
| Travel | $72,899 | $70,329 | $2,570 | - | 0.2% | |
| Other (as described) | OTHER GRANTS | $65,188 | $65,188 | - | - | 0.2% |
| Fees: legal | $54,403 | $6,390 | $48,013 | - | 0.2% | |
| All other expenses | $45,176 | $14,920 | $30,256 | - | 0.1% | |
| Office expenses | $44,972 | $44,972 | - | - | 0.1% | |
| Occupancy | $29,045 | $29,045 | - | - | 0.1% | |
| Insurance | $15,726 | - | $15,726 | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $11,550 | - | $11,550 | - | 0.0% | |
| Total | $33,475,814 | 100% |
2015 · Form 990 · $33,834,572 spent · pay $12,400 · grants $0 · events $3,402
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $12,393,972 | $12,393,972 | - | - | 36.6% | |
| Fees: management | $10,047,763 | $8,138,688 | $1,909,075 | - | 29.7% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $8,077,650 | $8,077,650 | - | - | 23.9% |
| Depreciation and depletion | $2,533,568 | $2,533,568 | - | - | 7.5% | |
| Fees: legal | $305,182 | - | $305,182 | - | 0.9% | |
| Fees: other services | $302,342 | $178,077 | $124,265 | - | 0.9% | |
| Other (as described) | BORROWER REBATE | $110,542 | $110,542 | - | - | 0.3% |
| Other (as described) | LISTING FEES | $16,669 | $16,669 | - | - | 0.0% |
| Insurance | $15,726 | - | $15,726 | - | 0.0% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $13,750 | - | $13,750 | - | 0.0% |
| Pay: officers, directors, trustees, key employees | $12,400 | - | $12,400 | - | 0.0% | |
| Conferences, conventions and meetings | $3,402 | - | $3,402 | - | 0.0% | |
| Travel | $1,606 | - | $1,606 | - | 0.0% | |
| Total | $33,834,572 | 100% |
2014 · Form 990 · $34,732,326 spent · pay $13,200 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $11,880,860 | $11,880,860 | - | - | 34.2% | |
| Fees: management | $10,607,416 | $8,657,042 | $1,950,374 | - | 30.5% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $8,845,315 | $8,845,315 | - | - | 25.5% |
| Depreciation and depletion | $2,658,505 | $2,658,505 | - | - | 7.7% | |
| Fees: other services | $319,394 | $194,221 | $125,173 | - | 0.9% | |
| Fees: legal | $230,633 | - | $230,633 | - | 0.7% | |
| Other (as described) | LENDER LOAN AND INCENTI | $156,632 | $156,632 | - | - | 0.5% |
| Insurance | $14,949 | - | $14,949 | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $13,200 | - | $13,200 | - | 0.0% | |
| Other (as described) | LISTING FEES | $2,285 | $2,285 | - | - | 0.0% |
| All other expenses | $1,701 | - | $1,701 | - | 0.0% | |
| Travel | $1,436 | - | $1,436 | - | 0.0% | |
| Total | $34,732,326 | 100% |
2013 · Form 990 · $38,519,282 spent · pay $14,600 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $12,864,224 | $12,864,224 | - | - | 33.4% | |
| Fees: management | $12,850,737 | $10,409,097 | $2,441,640 | - | 33.4% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $9,630,745 | $9,630,745 | - | - | 25.0% |
| Depreciation and depletion | $2,700,688 | $2,700,688 | - | - | 7.0% | |
| Other (as described) | LENDER LOAN AND INCENTI | $229,708 | $229,708 | - | - | 0.6% |
| Fees: other services | $208,250 | $208,250 | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $14,600 | - | $14,600 | - | 0.0% | |
| Insurance | $13,842 | - | $13,842 | - | 0.0% | |
| Other (as described) | LISTING FEES | $2,764 | $2,764 | - | - | 0.0% |
| All other expenses | $2,464 | - | $2,464 | - | 0.0% | |
| Travel | $1,260 | - | $1,260 | - | 0.0% | |
| Total | $38,519,282 | 100% |
2012 · Form 990 · $41,691,841 spent · pay $16,400 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $17,104,944 | $17,104,944 | - | - | 41.0% | |
| Fees: management | $13,612,988 | $11,026,520 | $2,586,468 | - | 32.7% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $10,422,938 | $10,422,938 | - | - | 25.0% |
| Other (as described) | LENDER LOAN AND INCENTI | $288,983 | $288,983 | - | - | 0.7% |
| Fees: other services | $224,073 | $224,073 | - | - | 0.5% | |
| Pay: officers, directors, trustees, key employees | $16,400 | - | $16,400 | - | 0.0% | |
| Insurance | $12,894 | - | $12,894 | - | 0.0% | |
| Other (as described) | LISTING FEES | $5,116 | $5,116 | - | - | 0.0% |
| All other expenses | $2,459 | - | $2,459 | - | 0.0% | |
| Travel | $1,046 | - | $1,046 | - | 0.0% | |
| Total | $41,691,841 | 100% |
2011 · Form 990 · $27,628,215 spent · pay $14,400 · grants $0 · events $521,015
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $12,660,736 | $10,255,196 | $2,405,540 | - | 45.8% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $9,917,930 | $9,917,930 | - | - | 35.9% |
| Interest | $4,179,852 | $4,179,852 | - | - | 15.1% | |
| Other (as described) Event | AUCTION AGENT/BROKER FE | $521,015 | $521,015 | - | - | 1.9% |
| Fees: other services | $282,148 | $282,148 | - | - | 1.0% | |
| All other expenses | $37,483 | $32,750 | $4,733 | - | 0.1% | |
| Pay: officers, directors, trustees, key employees | $14,400 | - | $14,400 | - | 0.1% | |
| Insurance | $12,600 | - | $12,600 | - | 0.0% | |
| Travel | $2,051 | - | $2,051 | - | 0.0% | |
| Total | $27,628,215 | 100% |
2010 · Form 990 · $40,508,711 spent · pay $1,100 · grants $0 · events $677,677
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: management | $13,504,164 | $10,541,602 | $2,962,562 | - | 33.3% | |
| Interest | $10,684,100 | $10,684,100 | - | - | 26.4% | |
| Other (as described) | CONSOLIDATION LOAN FEES | $10,340,418 | $10,340,418 | - | - | 25.5% |
| Other (as described) | LENDER LOAN AND INCENTI | $4,195,801 | $4,195,801 | - | - | 10.4% |
| Other (as described) Event | AUCTION AGENT/BROKER FE | $677,677 | $677,677 | - | - | 1.7% |
| Depreciation and depletion | $637,948 | $637,948 | - | - | 1.6% | |
| Fees: other services | $295,201 | $295,201 | - | - | 0.7% | |
| All other expenses | $157,895 | $154,300 | $3,595 | - | 0.4% | |
| Insurance | $12,600 | - | $12,600 | - | 0.0% | |
| Travel | $1,807 | - | $1,807 | - | 0.0% | |
| Pay: officers, directors, trustees, key employees | $1,100 | - | $1,100 | - | 0.0% | |
| Total | $40,508,711 | 100% |
Comments