FURP.ORG / PUBLIC DATA EXPLORER

LTC REINSURANCE PCC

Cite this

Plain text LTC REINSURANCE PCC. furp.org, nonprofit organization profile, tax years 2017–2025. https://furp.org/org/ltc-reinsurance-pcc-820648671. Retrieved 2026-10-22.

APA furp.org. (n.d.). LTC REINSURANCE PCC [Nonprofit organization profile; tax years 2017–2025]. Retrieved October 22, 2026, from https://furp.org/org/ltc-reinsurance-pcc-820648671

MLA “LTC REINSURANCE PCC.” furp.org, tax years 2017–2025, https://furp.org/org/ltc-reinsurance-pcc-820648671. Accessed 22 Oct. 2026.

Retrieved 2026-10-22; covers tax years 2017–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $34.3M · expenses $88.1M · assets $1.60B

EIN
82-0648671
Address
1500 K ST NW STE 1100, WASHINGTON, DC 20005-1233
NTEE code
S40
Subsection
501(c)(6)
Ruling year
2017
Cross-check
ProPublica Nonprofit Explorer

Mission

LTC RE IS A PROTECTED CELL CAPTIVE INSURANCE COMPANY FORMED BY THE NATIONAL ORGANIZATION OF LIFE AND HEALTH GUARANTY ASSOCIATIONS, WHOSE MEMBERS ARE LIFE AND HEALTH INSURANCE STATE GUARANTY ASSOCIATIONS AFFECTED BY THE INSOLVENCY OF PENN TREATY NETWORK AMERICA INSURANCE COMPANY AND/OR ITS WHOLLY OWNED SUBSIDIARY, AMERICAN NETWORK INSURANCE COMPANY. THE MEMBERS REINSURE THEIR OBLIGATIONS TO LTC RE TO SERVICE THE COVERED POLICYHOLDERS.THE GUARANTY ASSOCIATIONS PROVIDE THE INSURANCE INDUSTRY AND ITS CONSUMERS WITH A SAFETY NET IN THE EVENT A LIFE AND HEALTH INSURANCE COMPANY BECOMES INSOLVENT AND UNABLE TO PAY CLAIMS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 32 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Amanda Barbera DIRECTOR2024-2025 1 $0 reported 3
Katharine Wade SECRETARY2023-2025 1 $0 reported 3
Eric Rangen PRESIDENT2017-2025 2 $0 reported 2
Russell Smith TREASURER2021-2025 1 $0 reported 2
Charles Gullickson SECURITY & PRIVACY OFFICER2017-2025 1 $0 reported 2
Jeffrey Beligotti DIRECTOR2024-2025 1 $0 reported 2
Renee Cieslukowski DIRECTOR2024-2025 1 $0 reported 2
Nancy Margolis DIRECTOR2021-2025 1 $0 reported 3
Frank Melaccio DIRECTOR (TO NOV '25)2022-2025 1 $0 reported 2
Denise Meridith DIRECTOR2023-2025 1 $0 reported 2
Lillian Sutton DIRECTOR2023-2025 1 $0 reported 2
Brenda Cushing CHIEF FINANCIAL OFFICER2017-2025 6 $0 reported 2
Jodi Anatole CHIEF OPERATING OFFICER2019-2025 6 $0 reported 2
Ivan Concepcion DIRECTOR (FROM NOV '25)2025 1 $0 reported 2
Aaron Ball (former) DIRECTOR (TO FEB '24)2017-2024 1 $0 reported 2
Margaret Sperry (former) DIRECTOR (TO OCT '24)2021-2024 1 $0 reported 3
James Yablecki (former) DIRECTOR (TO AUG '24)2017-2024 1 $0 reported 2
Peter Gallanis (former) SECRETARY (TO AUG '23)2017-2023 1 $0 reported 3
Sarah Soong (former) DIRECTOR (TO NOV '23)2021-2023 1 $0 reported 2
Nicole Styka (former) DIRECTOR (TO NOV '23)2018-2023 1 $0 reported 2
Frederic Futterman (former) DIRECTOR (TO SEP '22)2017-2022 2 $0 reported 2
David Rosenberg (former) DIRECTOR (TO NOV '22)2022 1 $0 reported 2
Pati Mccandless (former) DIRECTOR (TO NOV '21)2020-2021 1 $0 reported 2
Margaret Parker (former) DIRECTOR (TO NOV '21)2017-2021 1 $0 reported 2
G Thomas Sullivan (former) DIRECTOR (TO NOV '21)2018-2021 1 $0 reported 2
Carl Mcdonald (former) TREASURER (TO FEB '20)2017-2020 1 $0 reported 2
Russel Smith (former) TREASURER2019-2020 1 $0 reported 2
John Stenson (former) DIRECTOR (TO FEB '19)2017-2019 1 $0 reported 2
Keith Passwater (former) TREASURER (TO FEB '18)2017-2018 1 $0 reported 3
Pamela Olsen (former) DIRECTOR (TO NOV '18)2017-2018 1 $0 reported 2
Joanne Anatole (former) CHIEF OPERATING OFFICER2017-2018 12 $0 reported 2
Sandra Callahan (former) DIRECTOR (TO NOV '17)2017 1 $0 reported 2

People by year

2025 · 14 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
KATHARINE WADE SECRETARY1 $0$0$0 $03
RUSSELL SMITH TREASURER1 $0$0$0 $02
CHARLES GULLICKSON SECURITY & PRIVACY OFFICER1 $0$0$0 $02
AMANDA BARBERA DIRECTOR1 $0$0$0 $03
JEFFREY BELIGOTTI DIRECTOR1 $0$0$0 $02
RENEE CIESLUKOWSKI DIRECTOR1 $0$0$0 $02
IVAN CONCEPCION DIRECTOR (FROM NOV '25)1 $0$0$0 $02
NANCY MARGOLIS DIRECTOR1 $0$0$0 $03
FRANK MELACCIO DIRECTOR (TO NOV '25)1 $0$0$0 $02
DENISE MERIDITH DIRECTOR1 $0$0$0 $02
LILLIAN SUTTON DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER6 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER6 $0$0$0 $02
2024 · 16 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
KATHARINE WADE SECRETARY1 $0$0$0 $03
RUSSELL SMITH TREASURER1 $0$0$0 $02
CHARLES GULLICKSON SECURITY & PRIVACY OFFICER1 $0$0$0 $02
AARON BALL DIRECTOR (TO FEB '24)1 $0$0$0 $02
AMANDA BARBERA DIRECTOR (FROM OCT '24)1 $0$0$0 $03
JEFFREY BELIGOTTI DIRECTOR (FROM FEB '24)1 $0$0$0 $02
RENEE CIESLUKOWSKI DIRECTOR (FROM AUG '24)1 $0$0$0 $02
NANCY MARGOLIS DIRECTOR1 $0$0$0 $03
FRANK MELACCIO DIRECTOR1 $0$0$0 $02
DENISE MERIDITH DIRECTOR1 $0$0$0 $02
MARGARET SPERRY DIRECTOR (TO OCT '24)1 $0$0$0 $03
LILLIAN SUTTON DIRECTOR1 $0$0$0 $02
JAMES YABLECKI DIRECTOR (TO AUG '24)1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER8 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER7 $0$0$0 $02
2023 · 16 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY (TO AUG '23)1 $0$0$0 $03
KATHARINE WADE SECRETARY (FROM SEP '23)1 $0$0$0 $03
FRANK MELACCIO TREASURER1 $0$0$0 $02
AARON BALL DIRECTOR1 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
NANCY MARGOLIS DIRECTOR1 $0$0$0 $03
DENISE MERIDITH DIRECTOR (FROM NOV '23)1 $0$0$0 $02
RUSSELL SMITH DIRECTOR1 $0$0$0 $02
SARAH SOONG DIRECTOR (TO NOV '23)1 $0$0$0 $02
MARGARET SPERRY DIRECTOR1 $0$0$0 $03
NICOLE STYKA DIRECTOR (TO NOV '23)1 $0$0$0 $02
LILLIAN SUTTON DIRECTOR (FROM NOV '23)1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER13 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER12 $0$0$0 $02
2022 · 15 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY1 $0$0$0 $03
RUSSELL SMITH TREASURER1 $0$0$0 $02
AARON BALL DIRECTOR1 $0$0$0 $02
FREDERIC FUTTERMAN DIRECTOR (TO SEP '22)2 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
NANCY MARGOLIS DIRECTOR1 $0$0$0 $03
FRANK MELACCIO DIRECTOR (FROM NOV '22)1 $0$0$0 $02
DAVID ROSENBERG DIRECTOR (TO NOV '22)1 $0$0$0 $02
SARAH SOONG DIRECTOR1 $0$0$0 $02
MARGARET SPERRY DIRECTOR1 $0$0$0 $03
NICOLE STYKA DIRECTOR1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER13 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER12 $0$0$0 $02
2021 · 16 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY1 $0$0$0 $03
RUSSELL SMITH TREASURER1 $0$0$0 $02
AARON BALL DIRECTOR1 $0$0$0 $02
FREDERIC FUTTERMAN DIRECTOR2 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
NANCY MARGOLIS DIRECTOR (FROM NOV '21)1 $0$0$0 $03
PATI MCCANDLESS DIRECTOR (TO NOV '21)1 $0$0$0 $02
MARGARET PARKER DIRECTOR (TO NOV '21)1 $0$0$0 $02
SARAH SOONG DIRECTOR (FROM NOV '21)1 $0$0$0 $02
MARGARET SPERRY DIRECTOR (FROM NOV '21)1 $0$0$0 $03
NICOLE STYKA DIRECTOR1 $0$0$0 $02
G THOMAS SULLIVAN DIRECTOR (TO NOV '21)1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER13 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER12 $0$0$0 $02
2020 · 14 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY1 $0$0$0 $03
CARL MCDONALD TREASURER (TO FEB '20)1 $0$0$0 $02
RUSSEL SMITH TREASURER1 $0$0$0 $02
AARON BALL DIRECTOR1 $0$0$0 $02
FREDERIC FUTTERMAN DIRECTOR2 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
PATI MCCANDLESS DIRECTOR (FROM FEB '20)1 $0$0$0 $02
MARGARET PARKER DIRECTOR1 $0$0$0 $02
NICOLE STYKA DIRECTOR1 $0$0$0 $02
G THOMAS SULLIVAN DIRECTOR1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER13 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER12 $0$0$0 $02
2019 · 14 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY1 $0$0$0 $03
CARL MCDONALD TREASURER1 $0$0$0 $02
AARON BALL DIRECTOR1 $0$0$0 $02
FREDERIC FUTTERMAN DIRECTOR2 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
MARGARET PARKER DIRECTOR1 $0$0$0 $02
RUSSEL SMITH DIRECTOR (FROM FEB '19)1 $0$0$0 $02
JOHN STENSON DIRECTOR (TO FEB '19)1 $0$0$0 $02
NICOLE STYKA DIRECTOR1 $0$0$0 $02
G THOMAS SULLIVAN DIRECTOR1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER13 $0$0$0 $02
JODI ANATOLE CHIEF OPERATING OFFICER12 $0$0$0 $02
2018 · 15 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY1 $0$0$0 $03
KEITH PASSWATER TREASURER (TO FEB '18)1 $0$0$0 $03
CARL MCDONALD TREASURER1 $0$0$0 $02
AARON BALL DIRECTOR1 $0$0$0 $02
FREDERIC FUTTERMAN DIRECTOR2 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
NICOLE STYKA DIRECTOR (FROM FEB '18)1 $0$0$0 $02
PAMELA OLSEN DIRECTOR (TO NOV '18)1 $0$0$0 $02
MARGARET PARKER DIRECTOR1 $0$0$0 $02
JOHN STENSON DIRECTOR1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
G THOMAS SULLIVAN DIRECTOR (FROM NOV '18)1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER13 $0$0$0 $02
JOANNE ANATOLE CHIEF OPERATING OFFICER12 $0$0$0 $02
2017 · 14 people listed · none paid · 0 employees · 20 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIC RANGEN PRESIDENT2 $0$0$0 $02
PETER GALLANIS SECRETARY1 $0$0$0 $03
KEITH PASSWATER TREASURER1 $0$0$0 $03
AARON BALL DIRECTOR1 $0$0$0 $02
SANDRA CALLAHAN DIRECTOR (TO NOV '17)1 $0$0$0 $02
FREDERIC FUTTERMAN DIRECTOR2 $0$0$0 $02
CHARLES GULLICKSON DIRECTOR1 $0$0$0 $02
CARL MCDONALD DIRECTOR1 $0$0$0 $02
PAMELA OLSEN DIRECTOR1 $0$0$0 $02
MARGARET PARKER DIRECTOR1 $0$0$0 $02
JOHN STENSON DIRECTOR (FROM NOV '17)1 $0$0$0 $02
JAMES YABLECKI DIRECTOR1 $0$0$0 $02
BRENDA CUSHING CHIEF FINANCIAL OFFICER21 $0$0$0 $02
JOANNE ANATOLE CHIEF OPERATING OFFICER16 $0$0$0 $02

Highest-paid independent contractors

2025 · 5 contractors · $9.9M
NameLocationServicePaid
DAVIES LIFE & HEALTH INCSPRINGFIELD, MATHIRD PARTY ADMIN/ACCOUNTING$7,186,649
WELLINGTON MANAGEMENT COMPANY LLPBOSTON, MAINVESTMENT MANAGEMENT$1,261,907
FAEGRE DRINKER BIDDLE & REATH LLPMINNEAPOLIS, MNLEGAL/COMPLIANCE SERVICES$671,592
ILLUMIFIN CORPORATIONGREENVILLE, SCACTUARIAL SERVICES$582,828
BC CONSULTING LLCWEST DES MOINES, IACFO MANAGEMENT SERVICES$214,539
2024 · 5 contractors · $10.1M
NameLocationServicePaid
DAVIES LIFE & HEALTH INCSPRINGFIELD, MATHIRD PARTY ADMIN/ACCOUNTING$7,538,031
WELLINGTON MANAGEMENT COMPANY LLPBOSTON, MAINVESTMENT MANAGEMENT$1,347,754
FAEGRE DRINKER BIDDLE & REATH LLPMINNEAPOLIS, MNLEGAL/COMPLIANCE SERVICES$564,428
ILLUMIFIN CORPORATIONGREENVILLE, SCACTUARIAL SERVICES$425,449
BC CONSULTING LLCWEST DES MOINES, IACFO MANAGEMENT SERVICES$211,089
2023 · 5 contractors · $10.8M
NameLocationServicePaid
DAVIES LIFE & HEALTH INCSPRINGFIELD, MATHIRD PARTY ADMIN/ACCOUNTING$8,026,823
WELLINGTON MANAGEMENT COMPANY LLPBOSTON, MAINVESTMENT MANAGEMENT$1,206,553
ILLUMIFIN CORPORATIONGREENVILLE, SCACTUARIAL SERVICES$766,800
FAEGRE DRINKER BIDDLE & REATH LLPMINNEAPOLIS, MNLEGAL/COMPLIANCE SERVICES$552,090
BC CONSULTING LLCWEST DES MOINES, IACFO MANAGEMENT SERVICES FOR GROUP$296,847
2022 · 5 contractors · $11.1M
NameLocationServicePaid
DAVIES LIFE & HEALTH INCSPRINGFIELD, MATHIRD PARTY ADMIN/ACCOUNTING$8,220,776
WELLINGTON MANAGEMENT COMPANY LLPBOSTON, MAINVESTMENT MANAGEMENT$1,351,272
FAEGRE DRINKER BIDDLE & REATH LLPMINNEAPOLIS, MNLEGAL/COMPLIANCE SERVICES$771,258
LONG TERM CARE GROUPTREVOSE, PAACTUARIAL SERVICES$453,160
ASSURED ALLIESWELLESLEY, MAADMINISTRATIVE SUPPORT$282,130
2021 · 5 contractors · $13.2M
NameLocationServicePaid
TRIPLUS SERVICES INCHOPKINTON, MATHIRD PARTY ADMIN/ACCOUNTING$9,936,582
WELLINGTON MANAGEMENT COMPANY LLPBOSTON, MAINVESTMENT MANAGEMENT$1,430,884
FAEGRE DRINKER BIDDLE & REATH LLPMINNEAPOLIS, MNLEGAL/COMPLIANCE SERVICES$988,038
LONG TERM CARE GROUPTREVOSE, PAACTUARIAL SERVICES$642,898
BC CONSULTING LLCWEST DES MOINES, IACFO MANAGEMENT SERVICES$210,805
2020 · 5 contractors · $16.6M
NameLocationServicePaid
TRIPLUS SERVICES INCHOPKINTON, MATHIRD PARTY ADMIN/ACCOUNTING$13,574,980
WELLINGTON ASSET MANAGEMENTBOSTON, MAINVESTMENT MANAGEMENT$1,426,907
FAEGRE DRINKER BIDDLE & REATH LLPWASHINGTON, DCLEGAL SERVICES$856,135
LONG TERM CARE GROUPTREVOSE, PAACTUARIAL SERVICES$514,443
BC CONSULTING LLCWEST DES MOINES, IACFO MANAGEMENT SERVICES$245,135
2019 · 5 contractors · $18.5M
NameLocationServicePaid
PENN TREATY NETWORK AMERICAALLENTOWN, PATHIRD PARTY ADMIN/ACCOUNTING SERVICES$11,275,025
TRIPLUS SERVICES INCHOPKINTON, MDTHIRD PARTY ADMIN/ACCOUNTING SERVICES$4,278,443
WELLINGTON ASSET MANAGEMENTBOSTON, MAINVESTMENT MANAGEMENT$1,511,821
DRINKER BIDDLE & REATHWASHINGTON, DCLEGAL SERVICES$924,179
LONG TERM CARE GROUPTREVOSE, PAACTUARIAL SERVICES$480,632
2018 · 5 contractors · $18.7M
NameLocationServicePaid
PENN TREATY NETWORK AMERICAALLENTOWN, PATHIRD PARTY ADMIN/ACCOUNTING SERVICES$15,565,878
WELLINGTON ASSET MANAGEMENTBOSTON, MAINVESTMENT MANAGEMENT$1,500,266
DRINKER BIDDLE & REATHWASHINGTON, DCLEGAL SERVICES$856,712
LONG TERM CARE GROUPTREVOSE, PAACTUARIAL SERVICES$444,338
BC CONSULTINGWEST DES MOINES, IAFINANCIAL MANAGEMENT$351,586
2017 · 5 contractors · $14.4M
NameLocationServicePaid
PENN TREATY NETWORK AMERICAALLENTOWN, PATHIRD PARTY ADMINISTRATOR$12,193,178
DRINKER BIDDLE & REATHWASHINGTON, DCLEGAL SERVICES$718,187
LONG TERM CARE GROUPTREVOSE, PAACTUARIAL SERVICES$598,264
WELLINGTON ASSET MANAGEMENTBOSTON, MAINVESTMENT MANAGEMENT$486,534
BC CONSULTINGWEST DES MOINES, IAFINANCIAL MANAGEMENT$416,211

Who gave

Contributor names are not public for this form type.

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

Finances

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

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$34,299,752$88,142,042 $1,596,080,337$14,454,682 $0-$32,123,950 $0020
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
-$73,716,642-$87,459,177 $1,670,945,546$15,368,189 $0-$151,841,534 $0020
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$71,368,803$162,207,000 $1,838,075,920$18,065,112 $0$33,157,408 $0020
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$119,635,011-$155,891,843 $1,857,935,821$18,283,411 $0$86,637,455 $0020
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$98,451,933$61,711,715 $2,201,458,175$21,687,412 $0$10,404,817 $0020
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$114,204,209$199,322,701 $2,332,562,549$22,984,384 $0$37,908,587 $0020
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
-$61,467,591$80,331,761 $2,365,738,389$23,312,767 $0-$131,946,331 $0020
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$74,035,941-$5,437,471 $2,569,370,062$25,336,167 $0$11,343,900 $0020
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$3,041,884,959$3,030,322,123 $2,870,395,453$28,322,440 $0$3,003,104,583 $0020

Connected to

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

Funders of this organization

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

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DBIA SERVICESWAS40 $22,214,397$23,450,680 PRESIDENT & CEO$464,633 Same NTEE code S40, revenue within 2x
LTC REINSURANCE PCCDCS40 $7,801,774$18,011,202 PRESIDENT$0 Same NTEE code S40, revenue within 5x, same state, similar mission
ASSOCIATION FOR HEALTH CENTER AFFILIATED HEALTH PLANSDCS40 $8,012,471$7,656,346 CHIEF EXECUTIVE OFFICER$956,045 Same NTEE code S40, revenue within 5x, same state
STRUCTURED FINANCE INDUSTRY GROUP INCDCS40 $15,423,194$13,194,602 CHIEF EXECUTIVE OFFICER$1,404,236 Same NTEE code S40, revenue within 5x, same state
GREEN BUSINESS CERTIFICATION INCDCS40 $77,471,030$71,236,311 PRESIDENT & CEO$998,915 Same NTEE code S40, revenue within 5x, same state
BLOCKCHAIN ASSOCIATIONDCS40 $7,128,656$8,335,649 EVP Govt Relations$613,460 Same NTEE code S40, revenue within 5x, same state
COALITION FOR COMMUNITY SOLAR ACCESSDCS40 $9,245,770$8,744,790 CEO$397,139 Same NTEE code S40, revenue within 5x, same state

Who funds organizations like this

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

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$79,682,21956 142016–2024 SIGNAL TECHNOLOGY FOUNDATION; BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT; ALL RAISE; CONFERENCE BOARD INC and 10 more
MCKNIGHT FOUNDATION Private foundation$12,194,00030 32019–2024 SOUTHWEST INITIATIVE FOUNDATION; INITIATIVE FOUNDATION; MIDWEST MINNESOTA COMMUNITY DEVELOPMENT CORPORATION
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$10,932,90013 52017–2024 NATIVE AMERICAN DEVELOPMENT CORPORATION; ALL RAISE; SIGNAL TECHNOLOGY FOUNDATION; BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT and 1 more
NATIONAL PHILANTHROPIC TR DAF sponsor$10,001,25028 102014–2024 BRIDGEWAY CAPITAL INC; BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT; SIGNAL TECHNOLOGY FOUNDATION; ALL RAISE and 6 more
OTTO BREMER TRUST Private foundation$9,820,00013 42019–2025 INITIATIVE FOUNDATION; FORWARD COMMUNITY INVESTMENTS INC; MIDWEST MINNESOTA COMMUNITY DEVELOPMENT CORPORATION; SOUTHWEST INITIATIVE FOUNDATION
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$8,617,91226 52010–2024 BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT; SICANGU COMMUNITY DEVELOPMENT CORPORATION; ALL RAISE; SIGNAL TECHNOLOGY FOUNDATION and 1 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$8,012,55246 102014–2024 SIGNAL TECHNOLOGY FOUNDATION; BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT; INITIATIVE FOUNDATION; ALL RAISE and 6 more
HILLMAN FAMILY FOUNDATIONS Private foundation$7,375,00013 22020–2024 BRIDGEWAY CAPITAL INC; NEIGHBORHOOD COMMUNITY DEVELOPMENT FUND
EWING MARION KAUFFMAN FOUNDATION Private foundation$6,800,00010 22017–2024 ALTCAP; CONFERENCE BOARD INC
BUSH FOUNDATION Private foundation$4,022,0008 22020–2024 SOUTHWEST INITIATIVE FOUNDATION; INITIATIVE FOUNDATION
TIGER GLOBAL PHILANTHROPIC VENTURES INC Private foundation$3,430,0003 12022–2024 ALL RAISE
MARGARET A CARGILL FOUNDATION Private foundation$3,250,0002 12022–2023 SOUTHWEST INITIATIVE FOUNDATION
AIRIE KNIPEL HARRY V AND J WILLIAMS WAREHIME FOUNDATION Private foundation$3,225,0002 12016–2021 YORK COUNTY ECONOMIC ALLIANCE
JPMORGAN CHASE FOUNDATION Private foundation$2,689,49814 52015–2024 FORWARD COMMUNITY INVESTMENTS INC; BUSINESSES UNITED IN INVESTING LENDING AND DEVELOPMENT; ASCENDUS INC; SIGNAL TECHNOLOGY FOUNDATION and 1 more
THE COMMUNITY FOUNDATION INC DAF sponsor$2,575,0004 12021–2024 LOCUS IMPACT FUND

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990 · $88,142,042 spent · pay $0 · grants $0 · events $2,224,204
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $167,144,991--- 189.6%
Other (as described)LOSS ADJUSTMENT EXPENSE $4,916,456--- 5.6%
Other (as described) EventTHIRD PARTY ADMIN $2,224,204--- 2.5%
Fees: investment management $1,517,567--- 1.7%
Fees: legal $653,363--- 0.7%
Fees: other services $601,077--- 0.7%
Fees: accounting $586,383--- 0.7%
Insurance $380,257--- 0.4%
Fees: management $120,638--- 0.1%
All other expenses $77,489--- 0.1%
Information technology $32,137--- 0.0%
Travel $6,864--- 0.0%
Other (as described)CHANGE IN RESERVES -$90,119,384--- -102.2%
Total$88,142,042100%

View the filing

2024 · Form 990 · -$87,459,177 spent · pay $0 · grants $0 · events $2,411,153
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $169,441,422--- -193.7%
Other (as described)LOSS ADJUSTMENT EXPENSE $5,085,571--- -5.8%
Other (as described) EventTHIRD PARTY ADMIN $2,411,153--- -2.8%
Fees: investment management $1,507,900--- -1.7%
Fees: legal $546,828--- -0.6%
Fees: accounting $539,444--- -0.6%
Fees: other services $466,575--- -0.5%
Insurance $394,888--- -0.5%
Fees: management $120,098--- -0.1%
All other expenses $84,638--- -0.1%
Information technology $30,569--- -0.0%
Travel $7,425--- -0.0%
Other (as described)CHANGE IN RESERVES -$268,095,688--- 306.5%
Total-$87,459,177100%

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2023 · Form 990 · $162,207,000 spent · pay $0 · grants $0 · events $2,602,235
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $170,662,086--- 105.2%
Other (as described)LOSS ADJUSTMENT EXPENSE $5,407,507--- 3.3%
Other (as described) EventTHIRD PARTY ADMIN $2,602,235--- 1.6%
Fees: investment management $1,351,818--- 0.8%
Fees: other services $851,448--- 0.5%
Fees: accounting $728,740--- 0.4%
Fees: legal $534,084--- 0.3%
Insurance $411,674--- 0.3%
Fees: management $123,990--- 0.1%
All other expenses $83,659--- 0.1%
Information technology $29,794--- 0.0%
Travel $5,856--- 0.0%
Other (as described)CHANGE IN RESERVES -$20,585,891--- -12.7%
Total$162,207,000100%

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2022 · Form 990 · -$155,891,843 spent · pay $0 · grants $0 · events $2,676,429
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $170,506,626--- -109.4%
Other (as described)LOSS ADJUSTMENT EXPENSE $5,618,115--- -3.6%
Other (as described) EventTHIRD PARTY ADMIN $2,676,429--- -1.7%
Fees: investment management $1,494,223--- -1.0%
Fees: legal $753,065--- -0.5%
Fees: accounting $671,091--- -0.4%
Fees: other services $513,376--- -0.3%
Insurance $427,570--- -0.3%
Fees: management $137,573--- -0.1%
All other expenses $88,891--- -0.1%
Information technology $27,304--- -0.0%
Travel $6,552--- -0.0%
Other (as described)CHANGE IN RESERVES -$338,812,658--- 217.3%
Total-$155,891,843100%

View the filing

2021 · Form 990 · $61,711,715 spent · pay $0 · grants $0 · events $3,814,291
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $177,907,435--- 288.3%
Other (as described)LOSS ADJUSTMENT EXPENSE $6,048,007--- 9.8%
Other (as described) EventTHIRD PARTY ADMIN $3,814,291--- 6.2%
Fees: investment management $1,678,783--- 2.7%
Fees: legal $970,238--- 1.6%
Fees: accounting $683,655--- 1.1%
Fees: other services $663,192--- 1.1%
Insurance $414,084--- 0.7%
Fees: management $128,864--- 0.2%
All other expenses $92,382--- 0.1%
Information technology $26,008--- 0.0%
Other (as described)CHANGE IN RESERVES -$130,715,224--- -211.8%
Total$61,711,715100%

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2020 · Form 990 · $199,322,701 spent · pay $0 · grants $0 · events $6,183,128
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $212,791,717--- 106.8%
Other (as described)LOSS ADJUSTMENT EXPENSE $7,253,987--- 3.6%
Other (as described) EventTHIRD PARTY ADMINISTRAT $6,183,128--- 3.1%
Fees: investment management $1,662,658--- 0.8%
Fees: legal $856,135--- 0.4%
Fees: accounting $674,341--- 0.3%
Fees: other services $547,496--- 0.3%
Insurance $395,817--- 0.2%
Fees: management $97,869--- 0.0%
All other expenses $88,372--- 0.0%
Information technology $25,109--- 0.0%
Travel $2,592--- 0.0%
Other (as described)CHANGE IN RESERVES -$31,256,520--- -15.7%
Total$199,322,701100%

View the filing

2019 · Form 990 · $80,331,761 spent · pay $0 · grants $0 · events $6,458,714
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $261,267,271--- 325.2%
Other (as described)LOSS ADJUSTMENT EXPENSE $8,743,493--- 10.9%
Other (as described) EventTHIRD PARTY ADMINISTRAT $6,458,714--- 8.0%
Fees: investment management $1,655,866--- 2.1%
Fees: legal $924,179--- 1.2%
Fees: accounting $744,556--- 0.9%
Fees: other services $525,748--- 0.7%
Insurance $361,162--- 0.4%
Fees: management $131,537--- 0.2%
All other expenses $90,573--- 0.1%
Information technology $24,494--- 0.0%
Travel $4,320--- 0.0%
Other (as described)CHANGE IN RESERVES -$200,600,152--- -249.7%
Total$80,331,761100%

View the filing

2018 · Form 990 · -$5,437,471 spent · pay $0 · grants $0 · events $6,151,014
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CLAIMS PAID $272,140,394--- -5004.9%
Other (as described)LOSS ADJUSTMENT EXPENSE $9,084,101--- -167.1%
Other (as described) EventTHIRD PARTY ADMINISTRAT $6,151,014--- -113.1%
Fees: investment management $1,643,083--- -30.2%
Fees: legal $856,712--- -15.8%
Fees: accounting $782,959--- -14.4%
Fees: other services $519,968--- -9.6%
Insurance $337,468--- -6.2%
Fees: management $154,605--- -2.8%
All other expenses $90,571--- -1.7%
Information technology $23,445--- -0.4%
Travel $9,937--- -0.2%
Other (as described)CHANGE IN RESERVES -$297,231,728--- 5466.4%
Total-$5,437,471100%

View the filing

2017 · Form 990 · $3,030,322,123 spent · pay $0 · grants $0 · events $12,193,179
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)CHANGE IN RESERVES $2,822,125,187--- 93.1%
Other (as described)CLAIMS PAID $192,578,665--- 6.4%
Other (as described) EventTHIRD PARTY ADMINISTRAT $12,193,179--- 0.4%
Fees: legal $896,157--- 0.0%
Fees: other services $765,597--- 0.0%
Fees: accounting $743,757--- 0.0%
Fees: investment management $612,766--- 0.0%
Insurance $280,540--- 0.0%
Other (as described)TAXES & LICENSES $91,179--- 0.0%
Information technology $28,094--- 0.0%
Travel $5,562--- 0.0%
Interest $1,440--- 0.0%
Total$3,030,322,123100%

View the filing