FURP.ORG / PUBLIC DATA EXPLORER

SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION

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Plain text SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/834526499. Retrieved 2026-10-21.

APA furp.org. (n.d.). SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 21, 2026, from https://furp.org/org/834526499

MLA “SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION.” furp.org, tax years 2020–2024, https://furp.org/org/834526499. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $68.3M · expenses $57.8M · assets $88.9M

EIN
83-4526499
Address
8770 W BRYN MAWR AVE STE 1000, CHICAGO, IL 60631-3516
Website
WWW.SOA.ORG
NTEE code
S41
Subsection
501(c)(6)
Ruling year
2019
Cross-check
ProPublica Nonprofit Explorer

Mission

THROUGH EDUCATION AND RESEARCH, THE SOA ADVANCES ACTUARIES AS LEADERS IN MEASURING AND MANAGING RISK TO IMPROVE FINANCIAL OUTCOMES FOR INDIVIDUALS, ORGANIZATIONS, AND THE PUBLIC.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Greg Heidrich CEO2020-2024 $851,845$3,997,439 2
R Dale Hall MANAGING DIRECTOR RESEARCH2020-2024 $507,470$2,340,587 2
Ken Guthrie MANAGING DIRECTOR EDUCATION2021-2024 $514,517$1,899,040 2
Joseph Wurzburger MANAGING DIRECTOR,STRATEGY2020-2024 $431,299$1,803,027 2
Andrew Peterson MANAGING DIRECTOR INTERNATIONAL2020-2024 $369,082$1,706,244 2
Stuart Klugman SR. STAFF FELLOW2020-2024 $345,871$1,577,636 2
Emily Kessler SR. STAFF FELLOW2020-2024 $335,187$1,541,892 2
Courtney Nashan MANAGING DIRECTOR ENGAGEMENT2021-2024 $436,555$1,451,254 2
Monika Mcguire GENERAL COUNSEL2021-2024 $359,107$1,351,565 2
Rose B Fealy COO/CFO2022-2024 $545,225$1,347,889 2
Timothy Moberly SENIOR DIRECTOR, ITS2020-2024 $307,988$1,171,125 2
Carla Carry MANAGING DIRECTOR, MARKETING2023-2024 $401,972$810,066 2
Vicki Baue GENERAL COUNSEL2023-2024 $431,589$767,970 2
Alice Locatelli MANAGING DIRECTOR OF EXPERIENCE2024 $328,130$328,130 2
Tiffany Stamm SR. DIRECTOR, FINANCE & FACILITIES2024 $315,091$315,091 2
Stacy Lin (former) DEPUTY CEO/CFO - PART YEAR2020-2022 $188,027$1,152,080 2
Richard Veys (former) GENERAL COUNSEL2020-2022 $159,471$907,927 3
Cynthia Macdonald (former) SR. STAFF ACTUARY2020-2023 $314,341$889,346 2
Michael Boot (former) MANAGING DIRECTOR, ENGAGEMENT2020-2021 $384,650$748,880 2
Anna Clarke (former) SR. DIRECTOR, MARKETING - PART YEAR2020-2022 $175,388$706,089 2
Tiffany Berger (former) SR. DIRECTOR, FINANCE & FACILITIES2022-2023 $303,676$578,706 2
Lisa Schilling (former) SR. STAFF FELLOW2020-2021 $264,257$519,944 2
Kenneth Guthrie (former) MANAGING DIRECTOR EDUCATION2020 $413,576$413,576 2
Ann Weber (former) GOVERNMENT AFFAIRS DIRECTOR2020 $287,154$287,154 2
Carol Kozlowski (former) SR. DIRECTOR, HR2020 $251,763$251,763 2
Anna Kacprzyk-Abel (former) SR. DIRECTOR, PD & MEETINGS2022 $223,964$223,964 2

Officers and directors, no compensation reported

45 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
David Dillon PRESIDENT-ELECT2020-2024 1 $0 reported 2
Amanda Hug PRESIDENT2020-2024 1 $0 reported 2
John Robinson PRESIDENT2021-2024 1 $0 reported 2
Tim Rozar PAST PRESIDENT2022-2024 1 $0 reported 2
Ying Zhao SECRETARY/TREASURER2020-2024 1 $0 reported 3
Karen Anway BOARD MEMBER2024 1 $0 reported 2
David Boettcher BOARD MEMBER2024 1 $0 reported 2
Karen Burnett BOARD MEMBER2022-2024 1 $0 reported 2
Sherry Chan BOARD MEMBER2023-2024 1 $0 reported 3
Gabriela Dieguez BOARD MEMBER2023-2024 1 $0 reported 2
Ian Duncan BOARD MEMBER2022-2024 1 $0 reported 2
Sara Goldberg BOARD MEMBER2021-2024 1 $0 reported 2
David Ingram BOARD MEMBER2021-2024 1 $0 reported 2
Lisa Kuklinski BOARD MEMBER2020-2024 1 $0 reported 2
Jackie Lee BOARD MEMBER2023-2024 1 $0 reported 2
Melody Prangley BOARD MEMBER2022-2024 1 $0 reported 2
Daniel Pribe BOARD MEMBER2023-2024 1 $0 reported 2
Kelly Rabin BOARD MEMBER2022-2024 1 $0 reported 2
Mary Beth Ramsay BOARD MEMBER2021-2024 1 $0 reported 2
Hans Wagner BOARD MEMBER2024 1 $0 reported 2
Jon Wu BOARD MEMBER2024 1 $0 reported 2
Si Xie BOARD MEMBER2021-2024 1 $0 reported 2
Mercy Yan BOARD MEMBER2023-2024 1 $0 reported 2
Jennifer Gillespie (former) PAST PRESIDENT2020-2023 1 $0 reported 2
Arpita Das (former) BOARD MEMBER2020-2023 1 $0 reported 2
Josee Deroy (former) BOARD MEMBER2020-2023 1 $0 reported 2
Nazir Valani (former) BOARD MEMBER2020-2023 1 $0 reported 2
Roy Goldman (former) PAST PRESIDENT2020-2022 1 $0 reported 3
Robert Eaton (former) BOARD MEMBER2020-2022 1 $0 reported 2
William Fornia (former) BOARD MEMBER2020-2022 1 $0 reported 2
Sharon Giffen (former) BOARD MEMBER2020-2022 1 $0 reported 2
Mercy Uan (former) BOARD MEMBER2021-2022 1 $0 reported 2
Xu Xuan (former) BOARD MEMBER2020-2022 1 $0 reported 2
Andy Rallis (former) PRESIDENT2021 1 $0 reported 2
Julie Curtis (former) BOARD MEMBER2020-2021 1 $0 reported 2
Jennifer Haid (former) BOARD MEMBER2020-2021 1 $0 reported 2
Sara Teppema (former) BOARD MEMBER2020-2021 1 $0 reported 2
Ling-Ling Wang (former) BOARD MEMBER2020-2021 1 $0 reported 2
Sue Blanck (former) BOARD MEMBER2020 1 $0 reported 2
James Glickman (former) PAST PRESIDENT2020 1 $0 reported 2
Chrstine Hofbeck (former) SECRETARY/TREASURER2020 1 $0 reported 2
Wendy Liang (former) BOARD MEMBER2020 1 $0 reported 2
Terry Long (former) BOARD MEMBER2020 1 $0 reported 2
Andrew Rallis (former) PRESIDENT2020 1 $0 reported 2
David Sandberg (former) BOARD MEMBER2020 1 $0 reported 3

People by year

2024 · 38 people listed · 15 paid, $6.5M · 0 employees · 4,947 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG HEIDRICH CEO36 $0$761,837$90,008 $851,8452
ROSE B FEALY COO/CFO36 $0$495,957$49,268 $545,2252
KEN GUTHRIE MANAGING DIRECTOR EDUCATION36 $0$434,227$80,290 $514,5172
R DALE HALL MANAGING DIRECTOR RESEARCH36 $0$427,609$79,861 $507,4702
COURTNEY NASHAN MANAGING DIRECTOR ENGAGEMENT36 $0$363,268$73,287 $436,5552
VICKI BAUE GENERAL COUNSEL36 $0$383,693$47,896 $431,5892
JOSEPH WURZBURGER MANAGING DIRECTOR,STRATEGY36 $0$358,324$72,975 $431,2992
CARLA CARRY MANAGING DIRECTOR, MARKETING36 $0$332,417$69,555 $401,9722
ANDREW PETERSON MANAGING DIRECTOR INTERNATIONAL36 $0$302,041$67,041 $369,0822
MONIKA MCGUIRE GENERAL COUNSEL36 $0$289,849$69,258 $359,1072
STUART KLUGMAN SR. STAFF FELLOW36 $0$301,323$44,548 $345,8712
EMILY KESSLER SR. STAFF FELLOW36 $0$291,127$44,060 $335,1872
ALICE LOCATELLI MANAGING DIRECTOR OF EXPERIENCE36 $0$296,196$31,934 $328,1302
TIFFANY STAMM SR. DIRECTOR, FINANCE & FACILITIES36 $0$264,185$50,906 $315,0912
TIMOTHY MOBERLY SENIOR DIRECTOR, ITS36 $0$246,700$61,288 $307,9882
DAVID DILLON PRESIDENT-ELECT1 $0$0$0 $02
AMANDA HUG PRESIDENT1 $0$0$0 $02
JOHN ROBINSON PRESIDENT1 $0$0$0 $02
TIM ROZAR PAST PRESIDENT1 $0$0$0 $02
YING ZHAO SECRETARY/TREASURER1 $0$0$0 $03
KAREN ANWAY BOARD MEMBER1 $0$0$0 $02
DAVID BOETTCHER BOARD MEMBER1 $0$0$0 $02
KAREN BURNETT BOARD MEMBER1 $0$0$0 $02
SHERRY CHAN BOARD MEMBER1 $0$0$0 $03
GABRIELA DIEGUEZ BOARD MEMBER1 $0$0$0 $02
IAN DUNCAN BOARD MEMBER1 $0$0$0 $02
SARA GOLDBERG BOARD MEMBER1 $0$0$0 $02
DAVID INGRAM BOARD MEMBER1 $0$0$0 $02
LISA KUKLINSKI BOARD MEMBER1 $0$0$0 $02
JACKIE LEE BOARD MEMBER1 $0$0$0 $02
MELODY PRANGLEY BOARD MEMBER1 $0$0$0 $02
DANIEL PRIBE BOARD MEMBER1 $0$0$0 $02
KELLY RABIN BOARD MEMBER1 $0$0$0 $02
MARY BETH RAMSAY BOARD MEMBER1 $0$0$0 $02
HANS WAGNER BOARD MEMBER1 $0$0$0 $02
JON WU BOARD MEMBER1 $0$0$0 $02
SI XIE BOARD MEMBER1 $0$0$0 $02
MERCY YAN BOARD MEMBER1 $0$0$0 $02
2023 · 36 people listed · 14 paid, $5.8M · 0 employees · 5,167 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG HEIDRICH CEO36 $0$744,985$88,522 $833,5072
R DALE HALL MANAGING DIRECTOR RESEARCH36 $0$411,283$76,925 $488,2082
ROSE B FEALY CAFO36 $0$428,972$56,424 $485,3962
KEN GUTHRIE MANAGING DIRECTOR EDUCATION36 $0$404,814$76,211 $481,0252
JOSEPH WURZBURGER MANAGING DIRECTOR,STRATEGY36 $0$345,901$69,857 $415,7582
CARLA CARRY MANAGING DIRECTOR, MARKETING & COMMUNICATIONS36 $0$343,005$65,089 $408,0942
COURTNEY NASHAN MANAGING DIRECTOR ENGAGEMENT36 $0$340,466$60,399 $400,8652
ANDREW PETERSON MANAGING DIRECTOR INTERNATIONAL36 $0$302,788$65,028 $367,8162
MONIKA MCGUIRE GENERAL COUNSEL36 $0$298,223$68,349 $366,5722
VICKI BAUE GENERAL COUNSEL36 $0$291,788$44,593 $336,3812
STUART KLUGMAN SR. STAFF FELLOW36 $0$279,660$42,128 $321,7882
EMILY KESSLER SR. STAFF FELLOW36 $0$274,532$41,971 $316,5032
CYNTHIA MACDONALD SR. STAFF ACTUARY36 $0$253,658$60,683 $314,3412
TIFFANY BERGER SR. DIRECTOR, FINANCE & FACILITIES36 $0$255,185$48,491 $303,6762
JENNIFER GILLESPIE PAST PRESIDENT1 $0$0$0 $02
JOHN ROBINSON PRESIDENT & CHAIR1 $0$0$0 $02
TIM ROZAR PRESIDENT-ELECT & VICE-CHAIR1 $0$0$0 $02
YING ZHAO SECRETARY/TREASURER1 $0$0$0 $03
AMANDA HUG BOARD MEMBER1 $0$0$0 $02
ARPITA DAS BOARD MEMBER1 $0$0$0 $02
DANIEL PRIBE BOARD MEMBER1 $0$0$0 $02
DAVID INGRAM BOARD MEMBER1 $0$0$0 $02
GABRIELA DIEGUEZ BOARD MEMBER1 $0$0$0 $02
IAN DUNCAN BOARD MEMBER1 $0$0$0 $02
JACKIE LEE BOARD MEMBER1 $0$0$0 $02
JOSEE DEROY BOARD MEMBER1 $0$0$0 $02
KAREN BURNETT BOARD MEMBER1 $0$0$0 $02
KELLY RABIN BOARD MEMBER1 $0$0$0 $02
LISA KUKLINSKI BOARD MEMBER1 $0$0$0 $02
MARY RAMSAY BOARD MEMBER1 $0$0$0 $02
MELODY PRANGLEY BOARD MEMBER1 $0$0$0 $02
MERCY YAN BOARD MEMBER1 $0$0$0 $02
NAZIR VALANI BOARD MEMBER1 $0$0$0 $02
SARA GOLDBERG BOARD MEMBER1 $0$0$0 $02
SHERRY CHAN BOARD MEMBER1 $0$0$0 $03
SI XIE BOARD MEMBER1 $0$0$0 $02
2022 · 39 people listed · 16 paid, $5.4M · 0 employees · 3,079 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG HEIDRICH CEO36 $0$713,016$85,558 $798,5742
R DALE HALL MANAGING DIRECTOR RESEARCH36 $0$400,261$75,718 $475,9792
KEN GUTHRIE MANAGING DIRECTOR EDUCATION36 $0$389,112$74,468 $463,5802
JOSEPH WURZBURGER SR. DIRECTOR, STRATEGY36 $0$294,004$65,040 $359,0442
COURTNEY NASHAN SR DIRECTOR ENGAGEMENT36 $0$300,333$54,593 $354,9262
MONIKA MCGUIRE GENERAL COUNSEL36 $0$273,098$64,919 $338,0172
ANDREW PETERSON SR. DIRECTOR, INTERNATIONAL36 $0$268,269$62,152 $330,4212
ROSE B FEALY CAFO36 $0$277,753$39,515 $317,2682
STUART KLUGMAN SR. STAFF FELLOW36 $0$270,606$40,434 $311,0402
EMILY KESSLER SR. STAFF FELLOW36 $0$262,177$40,081 $302,2582
TIMOTHY MOBERLY SR. DIRECTOR, ITS36 $0$241,438$58,922 $300,3602
TIFFANY BERGER SR. DIRECTOR, FINANCE & FACILITIES36 $0$228,869$46,161 $275,0302
ANNA KACPRZYK-ABEL SR. DIRECTOR, PD & MEETINGS36 $0$181,834$42,130 $223,9642
STACY LIN DEPUTY CEO/CFO - PART YEAR36 $0$160,909$27,118 $188,0272
ANNA CLARKE SR. DIRECTOR, MARKETING - PART YEAR36 $0$165,882$9,506 $175,3882
RICHARD VEYS GENERAL COUNSEL36 $0$157,150$2,321 $159,4713
JENNIFER GILLESPIE PRESIDENT & CHAIR1 $0$0$0 $02
ROY GOLDMAN PAST PRESIDENT1 $0$0$0 $03
LISA KUKLINSKI SECRETARY/TREASURER1 $0$0$0 $02
JOHN ROBINSON PRESIDENT & CHAIR1 $0$0$0 $02
TIM ROZAR PRESIDENT-ELECT & VICE-CHAIR1 $0$0$0 $02
YING ZHAO SECRETARY/TREASURER1 $0$0$0 $03
KAREN BURNETT BOARD MEMBER1 $0$0$0 $02
ARPITA DAS BOARD MEMBER1 $0$0$0 $02
JOSEE DEROY BOARD MEMBER1 $0$0$0 $02
IAN DUNCAN BOARD MEMBER1 $0$0$0 $02
ROBERT EATON BOARD MEMBER1 $0$0$0 $02
WILLIAM FORNIA BOARD MEMBER1 $0$0$0 $02
SHARON GIFFEN BOARD MEMBER1 $0$0$0 $02
SARA GOLDBERG BOARD MEMBER1 $0$0$0 $02
AMANDA HUG BOARD MEMBER1 $0$0$0 $02
DAVID INGRAM BOARD MEMBER1 $0$0$0 $02
MELODY PRANGLEY BOARD MEMBER1 $0$0$0 $02
KELLY RABIN BOARD MEMBER1 $0$0$0 $02
MARY RAMSAY BOARD MEMBER1 $0$0$0 $02
MERCY UAN BOARD MEMBER1 $0$0$0 $02
NAZIR VALANI BOARD MEMBER1 $0$0$0 $02
SI XIE BOARD MEMBER1 $0$0$0 $02
XU XUAN BOARD MEMBER1 $0$0$0 $02
2021 · 40 people listed · 16 paid, $5.9M · 0 employees · 6,982 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG HEIDRICH CEO36 $0$732,791$61,891 $794,6822
STACY LIN DEPUTY CEO/CFO36 $0$420,990$75,371 $496,3612
R DALE HALL MANAGING DIRECTOR RESEARCH36 $0$375,980$70,844 $446,8242
KEN GUTHRIE MANAGING DIRECTOR EDUCATION36 $0$369,850$70,068 $439,9182
MICHAEL BOOT MANAGING DIRECTOR, ENGAGEMENT36 $0$331,016$53,634 $384,6502
RICHARD VEYS GENERAL COUNSEL36 $0$324,749$57,285 $382,0343
ANDREW PETERSON SR. DIRECTOR, INTERNATIONAL36 $0$265,848$59,378 $325,2262
JOSEPH WURZBURGER SR. DIRECTOR, STRATEGY36 $0$255,363$58,507 $313,8702
STUART KLUGMAN SR. STAFF FELLOW36 $0$265,019$38,925 $303,9442
EMILY KESSLER SR. STAFF FELLOW36 $0$261,018$39,202 $300,2202
TIMOTHY MOBERLY SR. DIRECTOR, ITS36 $0$246,894$47,457 $294,3512
CYNTHIA MACDONALD SR. DIRECTOR, EXPERIENCE STUDIES36 $0$236,894$56,284 $293,1782
MONIKA MCGUIRE GENERAL COUNSEL36 $0$229,726$58,143 $287,8692
ANNA CLARKE SR. DIRECTOR, MARKETING36 $0$245,093$37,774 $282,8672
LISA SCHILLING SR. STAFF FELLOW36 $0$238,526$25,731 $264,2572
COURTNEY NASHAN SR DIRECTOR ENGAGEMENT36 $0$214,525$44,383 $258,9082
WILLIAM FORNIA SECRETARY/TREASURER1 $0$0$0 $02
JENNIFER GILLESPIE PRESIDENT1 $0$0$0 $02
ROY GOLDMAN PAST PRESIDENT1 $0$0$0 $03
LISA KUKLINSKI SECRETARY/TREASURER1 $0$0$0 $02
ANDY RALLIS PRESIDENT1 $0$0$0 $02
JOHN ROBINSON PRESIDENT-ELECT1 $0$0$0 $02
JULIE CURTIS BOARD MEMBER1 $0$0$0 $02
ARPITA DAS BOARD MEMBER1 $0$0$0 $02
JOSEE DEROY BOARD MEMBER1 $0$0$0 $02
DAVID DILLON BOARD MEMBER1 $0$0$0 $02
ROBERT EATON BOARD MEMBER1 $0$0$0 $02
SHARON GIFFEN BOARD MEMBER1 $0$0$0 $02
SARA GOLDBERG BOARD MEMBER1 $0$0$0 $02
JENNIFER HAID BOARD MEMBER1 $0$0$0 $02
AMANDA HUG BOARD MEMBER1 $0$0$0 $02
DAVID INGRAM BOARD MEMBER1 $0$0$0 $02
MARY RAMSAY BOARD MEMBER1 $0$0$0 $02
SARA TEPPEMA BOARD MEMBER1 $0$0$0 $02
MERCY UAN BOARD MEMBER1 $0$0$0 $02
NAZIR VALANI BOARD MEMBER1 $0$0$0 $02
LING-LING WANG BOARD MEMBER1 $0$0$0 $02
SI XIE BOARD MEMBER1 $0$0$0 $02
XU XUAN BOARD MEMBER1 $0$0$0 $02
YING ZHAO BOARD MEMBER1 $0$0$0 $03
2020 · 40 people listed · 16 paid, $5.5M · 0 employees · 7,895 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GREG HEIDRICH CEO36 $0$657,262$61,569 $718,8312
STACY LIN DEPUTY CEO/CFO36 $0$394,956$72,736 $467,6922
R DALE HALL MANAGING DIRECTOR RESEARCH36 $0$353,688$68,418 $422,1062
KENNETH GUTHRIE MANAGING DIRECTOR EDUCATION36 $0$346,142$67,434 $413,5762
RICHARD VEYS GENERAL COUNSEL36 $0$321,048$45,374 $366,4223
MICHAEL BOOT MANAGING DIRECTOR, ENGAGEMENT36 $0$311,762$52,468 $364,2302
ANDREW PETERSON SR. DIRECTOR, INTERNATIONAL36 $0$255,482$58,217 $313,6992
STUART KLUGMAN SR STAFF ACTUARY36 $0$256,828$38,165 $294,9932
EMILY KESSLER SR STAFF ACTUARY36 $0$249,572$38,152 $287,7242
ANN WEBER GOVERNMENT AFFAIRS DIRECTOR36 $0$229,862$57,292 $287,1542
JOSEPH WURZBURGER SR. DIRECTOR, INNOVATION36 $0$227,942$55,114 $283,0562
CYNTHIA MACDONALD SR. DIRECTOR, EXPERIENCE STUDIES36 $0$228,280$53,547 $281,8272
TIMOTHY MOBERLY SR. DIRECTOR, ITS36 $0$224,040$44,386 $268,4262
LISA SCHILLING STAFF ACTUARY36 $0$230,824$24,863 $255,6872
CAROL KOZLOWSKI SR. DIRECTOR, HR36 $0$219,028$32,735 $251,7632
ANNA CLARKE SR. DIRECTOR, MARKETING36 $0$213,128$34,706 $247,8342
SUE BLANCK BOARD MEMBER1 $0$0$0 $02
JULIE CURTIS BOARD MEMBER1 $0$0$0 $02
ARPITA DAS BOARD MEMBER1 $0$0$0 $02
JOSEE DEROY BOARD MEMBER1 $0$0$0 $02
DAVID DILLON BOARD MEMBER1 $0$0$0 $02
ROBERT EATON BOARD MEMBER1 $0$0$0 $02
WILLIAM B FORNIA SECRETARY/TREASURER1 $0$0$0 $02
SHARON GIFFEN BOARD MEMBER1 $0$0$0 $02
JAMES GLICKMAN PAST PRESIDENT1 $0$0$0 $02
JENNIFER GILLESPIE PRESIDENT-ELECT1 $0$0$0 $02
ROY GOLDMAN PRESIDENT1 $0$0$0 $03
JENNIFER HAID BOARD MEMBER1 $0$0$0 $02
CHRSTINE HOFBECK SECRETARY/TREASURER1 $0$0$0 $02
AMANDA HUG BOARD MEMBER1 $0$0$0 $02
LISA KUKLINSKI BOARD MEMBER1 $0$0$0 $02
WENDY LIANG BOARD MEMBER1 $0$0$0 $02
TERRY LONG BOARD MEMBER1 $0$0$0 $02
ANDREW RALLIS PRESIDENT1 $0$0$0 $02
DAVID SANDBERG BOARD MEMBER1 $0$0$0 $03
SARA TEPPEMA BOARD MEMBER1 $0$0$0 $02
NAZIR VALANI BOARD MEMBER1 $0$0$0 $02
LING-LING WANG BOARD MEMBER1 $0$0$0 $02
XU XUAN BOARD MEMBER1 $0$0$0 $02
YING ZHAO BOARD MEMBER1 $0$0$0 $03

Highest-paid independent contractors

2024 · 5 contractors · $10.8M
NameLocationServicePaid
PROMETRIC INCPITTSBURGH, PATEST CENTERS$6,884,635
MAYO SEITZ MEDIA INCCONSHOHOCKEN, PAMEDIA STRATEGY SERVICES$1,796,450
GLOBEBYTEREIGATE, ENGLANDIT SERVICES$873,457
CLOUD FOR GOOD LLCDALLAS, TXIT SERVICES$785,899
G&S BUSINESS COMMUNICATIONSNEW YORK, NYMEDIA STRATEGY SERVICES$450,214
2023 · 5 contractors · $9.9M
NameLocationServicePaid
PROMETRIC INCPITTSBURGH, PATEST CENTERS$5,819,719
MAYO SEITZ MEDIA INCCONSHOHOCKEN, PAMEDIA STRATEGY SERVICES$1,845,771
AUDIO VISIUAL ONE LTDORLANDO, FLIT SERVICES$813,662
GLOBEBYTEREIGATE, ENGLANDIT SERVICES$736,868
BLUEBOLT INCCHICAGO, ILMEDIA STRATEGY SERVICES$670,914
2022 · 5 contractors · $8.8M
NameLocationServicePaid
PROMETRIC INCPITTSBURGH, PATEST CENTERS$5,830,357
GLOBEBYTEREIGATE, ENGLANDIT SERVICES$1,304,662
AUDIO VISIUAL ONE LTDORLANDO, FLIT SERVICES$781,169
PERSONFIY INCDALLAS, TXIT SERVICES$466,473
MAYO SEITZ MEDIA INCCONSHOHOCKEN, PAMEDIA STRATEGY SERVICES$450,564
2021 · 5 contractors · $7.4M
NameLocationServicePaid
PROMETRIC INCPITTSBURGH, PATEST CENTERS$5,904,286
GLOBEBYTEREIGATE, ENGLANDIT SERVICES$580,764
EPISERVER INCCHICAGO, ILIT SERVICES$327,306
PERSONFIY INCDALLAS, TXIT SERVICES$308,688
COMMPARTNERSCOLUMBIA, MDAV$298,935
2020 · 5 contractors · $5.4M
NameLocationServicePaid
PROMETRIC INCPITTSBURGH, PAHOST TEST CENTERS$3,628,035
GLOBEBYTEREIGATE, ENGLANDIT SERVICE PROVIDER$739,638
GOLINHARRIS INTERNATIONALCHICAGO, ILMARKETING CONSULTANT$406,003
COMMPARTNERSCOLUMBIA, MDAV SERVICES$369,250
PERSONIFY INCDALLAS, TXHOSTING AMS$268,224

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 · 5 grants to organizations · $769K

Listed grants add up to $769,436; the return's “grants paid” expense line says $1,101,587. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 6 grants to organizations · $614K

Listed grants add up to $614,410; the return's “grants paid” expense line says $915,234. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 7 grants to organizations · $873K

Listed grants add up to $873,475; the return's “grants paid” expense line says $921,043. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 3 grants to organizations · $218K

Listed grants add up to $217,759; the return's “grants paid” expense line says $492,439. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 6 grants to organizations · $192K

Listed grants add up to $191,803; the return's “grants paid” expense line says $449,122. 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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$68,295,697$57,784,872 $88,936,484$51,547,627 $0$66,325,158 $4,335,91604,947
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$61,896,814$55,635,363 $70,872,534$37,264,538 $0$62,097,037 $3,755,75705,167
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$57,871,223$48,085,443 $55,669,599$25,319,950 $0$58,566,216 $3,478,22003,079
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$54,354,624$39,645,031 $48,907,069$18,283,983 $0$54,064,156 $3,588,05206,982
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$42,798,462$38,443,136 $31,427,887$3,653,642 $0$42,768,631 $3,705,87107,895

Funders of this organization

2 grantors reported grants to this organization, $118,223 in all, tax years 2019 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
ACTUARIAL FOUNDATION Public charity Exact 2024 1$98,223 2024$98,223
show
AARP Public charity Exact 2019, 2023 2$20,000 2023$10,000
show

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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)

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GUARANTY ASSOCIATION BENEFITS COMPANYDCS41 $54,747,905$36,556,211 VICE PRESIDENT OPERATIONS$462,954 Same NTEE code S41, revenue within 2x
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INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INCWIS41 $37,496,078$38,552,486 CHIEF EXECUTIVE OFFICER$678,498 Same NTEE code S41, revenue within 2x
CHIEF EXECUTIVES ORGANIZATION INCDCS41 $34,935,557$33,277,801 PRESIDENT & CEO$709,724 Same NTEE code S41, revenue within 2x
AMERICAN CLEAN POWER ASSOCIATIONDCS41 $67,498,049$75,962,907 CEO$2,892,608 Same NTEE code S41, revenue within 2x
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AMERICAN WELDING SOCIETY INCFLS41 $46,806,815$42,832,645 CFO & CHIEF ADMIN OFFICER$323,710 Same NTEE code S41, revenue within 2x
FLORIDA ASSOCIATION OF REALTORSFLS41 $47,068,226$41,650,756 CEO$722,958 Same NTEE code S41, revenue within 2x
LAW SOCIETY OF BRITISH COLUMBIAS41 $52,592,349$58,747,291 CEO, Executive Director$479,115 Same NTEE code S41, revenue within 2x
AMERICAN PSYCHIATRIC ASSOCIATIONDCS41 $58,199,477$60,852,453 CEO & MEDICAL DIRECTOR (UNTIL 5/24)$674,773 Same NTEE code S41, revenue within 2x
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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
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$9,203,40013 22018–2024 DETROIT REGIONAL CHAMBER FOUNDATION INC; VAIL VALLEY FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$8,578,30341 62016–2024 VAIL VALLEY FOUNDATION INC; AMERICAN FRIENDS OF OGEN INC; HOUSING WORKS INC; SOCIETY OF WOMEN ENGINEERS and 2 more
JEWISH COMMUNAL FUND DAF sponsor$4,068,05419 22010–2024 AMERICAN FRIENDS OF OGEN INC; VAIL VALLEY FOUNDATION INC
THE RALPH C WILSON JR FOUNDATION Private foundation$3,615,0006 12021–2024 DETROIT REGIONAL CHAMBER FOUNDATION INC
KRESGE FOUNDATION Private foundation$3,380,74118 12016–2024 DETROIT REGIONAL CHAMBER FOUNDATION INC
COMMUNITY FOUNDATION FOR SOUTHEAST MICHIGAN DAF sponsor$3,133,2108 12020–2024 DETROIT REGIONAL CHAMBER FOUNDATION INC
THE DALLAS FOUNDATION DAF sponsor$3,125,25012 22013–2024 SALESMANSHIP CLUB OF DALLAS; VAIL VALLEY FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$2,749,70733 72014–2024 VAIL VALLEY FOUNDATION INC; AMERICAN FRIENDS OF OGEN INC; SALESMANSHIP CLUB OF DALLAS; HOUSING WORKS INC and 3 more
COLORADO GIVES FOUNDATION DAF sponsor$2,438,46114 12011–2024 VAIL VALLEY FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$2,374,20014 52020–2024 AMERICAN FRIENDS OF OGEN INC; VAIL VALLEY FOUNDATION INC; AMERICAN ASSOCIATION OF STATE HIGHWAY & TRANSPORTATION OFFICIALS; HOUSING WORKS INC and 1 more
W K KELLOGG FOUNDATION Private foundation$2,130,42116 12009–2024 DETROIT REGIONAL CHAMBER FOUNDATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$1,311,94018 62014–2024 VAIL VALLEY FOUNDATION INC; SOCIETY OF MANUFACTURING ENGINEERS; AMERICAN FRIENDS OF OGEN INC; HOUSING WORKS INC and 2 more
RUSSELL BERRIE FOUNDATION Private foundation$1,155,0004 12020–2024 AMERICAN FRIENDS OF OGEN INC
MICHAEL & SUSAN DELL FOUNDATION Private foundation$1,000,0001 12024–2024 AMERICAN FRIENDS OF OGEN INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$979,49920 62019–2024 SOCIETY OF WOMEN ENGINEERS; HOUSING WORKS INC; THE TOY FOUNDATION INC; VAIL VALLEY FOUNDATION INC and 2 more

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 · $57,784,872 spent · pay $22,615,548 · grants $1,101,587 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,770,248--- 23.8%
Fees: other services $9,955,082--- 17.2%
Travel $9,557,830--- 16.5%
Office expenses $6,741,943--- 11.7%
Pay: officers, directors, trustees, key employees $4,335,916--- 7.5%
Information technology $3,904,967--- 6.8%
Pension plan contributions $1,810,616--- 3.1%
Depreciation and depletion $1,742,309--- 3.0%
Payroll taxes $1,385,121--- 2.4%
Other employee benefits $1,313,647--- 2.3%
Grants to US organizations and governments $800,550--- 1.4%
Advertising and promotion $452,794--- 0.8%
Occupancy $346,933--- 0.6%
Insurance $305,409--- 0.5%
Fees: legal $292,364--- 0.5%
Other (as described)ASB/ABCD EXPENSE $288,596--- 0.5%
Other (as described)HONG KONG JOINT OFFICE $179,083--- 0.3%
Other (as described)STAFF CONTINUING ED $171,333--- 0.3%
Grants to US individuals $161,037--- 0.3%
Grants outside the US $140,000--- 0.2%
All other expenses $129,094--- 0.2%
Total$57,784,872100%

View the filing

2023 · Form 990 · $55,635,363 spent · pay $21,443,404 · grants $915,234 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $13,437,212--- 24.2%
Fees: other services $9,952,673--- 17.9%
Travel $8,966,104--- 16.1%
Office expenses $4,392,386--- 7.9%
Information technology $3,793,934--- 6.8%
Pay: officers, directors, trustees, key employees $3,755,757--- 6.8%
Other (as described)AV EXPENSE $1,920,765--- 3.5%
Pension plan contributions $1,719,297--- 3.1%
Payroll taxes $1,315,262--- 2.4%
Other employee benefits $1,215,876--- 2.2%
Occupancy $1,170,544--- 2.1%
Depreciation and depletion $1,151,503--- 2.1%
Advertising and promotion $840,233--- 1.5%
Grants to US organizations and governments $618,410--- 1.1%
Insurance $311,626--- 0.6%
Other (as described)ASB/ABCD EXPENSE $289,616--- 0.5%
Other (as described)HONG KONG JOINT OFFICE $215,419--- 0.4%
Other (as described)STAFF CONTINUING ED $187,459--- 0.3%
Grants to US individuals $151,046--- 0.3%
Grants outside the US $145,778--- 0.3%
All other expenses $84,463--- 0.2%
Total$55,635,363100%

View the filing

2022 · Form 990 · $48,085,443 spent · pay $19,064,887 · grants $921,043 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $11,697,148--- 24.3%
Fees: other services $9,616,996--- 20.0%
Travel $6,671,606--- 13.9%
Information technology $3,524,241--- 7.3%
Pay: officers, directors, trustees, key employees $3,478,220--- 7.2%
Office expenses $2,554,943--- 5.3%
Other (as described)AV EXPENSE $1,659,865--- 3.5%
Pension plan contributions $1,517,537--- 3.2%
Other employee benefits $1,211,066--- 2.5%
Occupancy $1,185,767--- 2.5%
Payroll taxes $1,160,916--- 2.4%
Depreciation and depletion $1,017,100--- 2.1%
Other (as described)HONG KONG JOINT OFFICE $709,914--- 1.5%
Grants to US organizations and governments $650,078--- 1.4%
All other expenses $308,630--- 0.6%
Insurance $286,146--- 0.6%
Other (as described)ASB/ABCD EXPENSE $280,711--- 0.6%
Other (as described)STAFF CONTINUING ED $173,434--- 0.4%
Grants to US individuals $160,965--- 0.3%
Advertising and promotion $110,160--- 0.2%
Grants outside the US $110,000--- 0.2%
Total$48,085,443100%

View the filing

2021 · Form 990 · $39,645,031 spent · pay $18,102,398 · grants $492,439 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $10,988,042--- 27.7%
Fees: other services $9,151,140--- 23.1%
Pay: officers, directors, trustees, key employees $3,588,052--- 9.1%
Office expenses $2,789,436--- 7.0%
All other expenses $1,723,960--- 4.3%
Other (as described)PROGRAM SUPPLIES AND SE $1,625,324--- 4.1%
Other employee benefits $1,424,627--- 3.6%
Travel $1,350,401--- 3.4%
Other (as described)HOTEL AND RELATED COSTS $1,306,691--- 3.3%
Pension plan contributions $1,169,322--- 2.9%
Occupancy $1,022,924--- 2.6%
Depreciation and depletion $1,003,080--- 2.5%
Payroll taxes $932,355--- 2.4%
Other (as described)HONG KONG JOINT OFFICE $862,456--- 2.2%
Grants to US organizations and governments $226,459--- 0.6%
Insurance $210,081--- 0.5%
Grants outside the US $142,450--- 0.4%
Grants to US individuals $123,530--- 0.3%
Other (as described)UBI TAXES $4,701--- 0.0%
Total$39,645,031100%

View the filing

2020 · Form 990 · $38,443,136 spent · pay $17,163,451 · grants $449,122 · events $629,460
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $10,560,975--- 27.5%
Fees: other services $7,144,700--- 18.6%
Pay: officers, directors, trustees, key employees $3,705,871--- 9.6%
Other (as described)IP LICENSE $3,000,000--- 7.8%
Office expenses $2,505,895--- 6.5%
Other (as described)MAINTENANCE $1,825,796--- 4.7%
All other expenses $1,555,977--- 4.0%
Other employee benefits $1,158,641--- 3.0%
Depreciation and depletion $1,121,659--- 2.9%
Payroll taxes $907,010--- 2.4%
Occupancy $833,377--- 2.2%
Pension plan contributions $830,954--- 2.2%
Travel $742,540--- 1.9%
Other (as described)HONG KONG JOINT OFFICE $712,850--- 1.9%
Conferences, conventions and meetings $629,460--- 1.6%
Other (as described)SOFTWARE SUPPORT AND DE $538,029--- 1.4%
Insurance $220,280--- 0.6%
Grants to US organizations and governments $191,822--- 0.5%
Grants outside the US $137,500--- 0.4%
Grants to US individuals $119,800--- 0.3%
Total$38,443,136100%

View the filing