SOCIETY OF ACTUARIES PROFESSIONAL ASSOCIATION
Cite this
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Greg Heidrich | CEO | 2020-2024 | $851,845 | $3,997,439 | 2 |
| R Dale Hall | MANAGING DIRECTOR RESEARCH | 2020-2024 | $507,470 | $2,340,587 | 2 |
| Ken Guthrie | MANAGING DIRECTOR EDUCATION | 2021-2024 | $514,517 | $1,899,040 | 2 |
| Joseph Wurzburger | MANAGING DIRECTOR,STRATEGY | 2020-2024 | $431,299 | $1,803,027 | 2 |
| Andrew Peterson | MANAGING DIRECTOR INTERNATIONAL | 2020-2024 | $369,082 | $1,706,244 | 2 |
| Stuart Klugman | SR. STAFF FELLOW | 2020-2024 | $345,871 | $1,577,636 | 2 |
| Emily Kessler | SR. STAFF FELLOW | 2020-2024 | $335,187 | $1,541,892 | 2 |
| Courtney Nashan | MANAGING DIRECTOR ENGAGEMENT | 2021-2024 | $436,555 | $1,451,254 | 2 |
| Monika Mcguire | GENERAL COUNSEL | 2021-2024 | $359,107 | $1,351,565 | 2 |
| Rose B Fealy | COO/CFO | 2022-2024 | $545,225 | $1,347,889 | 2 |
| Timothy Moberly | SENIOR DIRECTOR, ITS | 2020-2024 | $307,988 | $1,171,125 | 2 |
| Carla Carry | MANAGING DIRECTOR, MARKETING | 2023-2024 | $401,972 | $810,066 | 2 |
| Vicki Baue | GENERAL COUNSEL | 2023-2024 | $431,589 | $767,970 | 2 |
| Alice Locatelli | MANAGING DIRECTOR OF EXPERIENCE | 2024 | $328,130 | $328,130 | 2 |
| Tiffany Stamm | SR. DIRECTOR, FINANCE & FACILITIES | 2024 | $315,091 | $315,091 | 2 |
| Stacy Lin (former) | DEPUTY CEO/CFO - PART YEAR | 2020-2022 | $188,027 | $1,152,080 | 2 |
| Richard Veys (former) | GENERAL COUNSEL | 2020-2022 | $159,471 | $907,927 | 3 |
| Cynthia Macdonald (former) | SR. STAFF ACTUARY | 2020-2023 | $314,341 | $889,346 | 2 |
| Michael Boot (former) | MANAGING DIRECTOR, ENGAGEMENT | 2020-2021 | $384,650 | $748,880 | 2 |
| Anna Clarke (former) | SR. DIRECTOR, MARKETING - PART YEAR | 2020-2022 | $175,388 | $706,089 | 2 |
| Tiffany Berger (former) | SR. DIRECTOR, FINANCE & FACILITIES | 2022-2023 | $303,676 | $578,706 | 2 |
| Lisa Schilling (former) | SR. STAFF FELLOW | 2020-2021 | $264,257 | $519,944 | 2 |
| Kenneth Guthrie (former) | MANAGING DIRECTOR EDUCATION | 2020 | $413,576 | $413,576 | 2 |
| Ann Weber (former) | GOVERNMENT AFFAIRS DIRECTOR | 2020 | $287,154 | $287,154 | 2 |
| Carol Kozlowski (former) | SR. DIRECTOR, HR | 2020 | $251,763 | $251,763 | 2 |
| Anna Kacprzyk-Abel (former) | SR. DIRECTOR, PD & MEETINGS | 2022 | $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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| David Dillon | PRESIDENT-ELECT | 2020-2024 | 1 | $0 reported | 2 |
| Amanda Hug | PRESIDENT | 2020-2024 | 1 | $0 reported | 2 |
| John Robinson | PRESIDENT | 2021-2024 | 1 | $0 reported | 2 |
| Tim Rozar | PAST PRESIDENT | 2022-2024 | 1 | $0 reported | 2 |
| Ying Zhao | SECRETARY/TREASURER | 2020-2024 | 1 | $0 reported | 3 |
| Karen Anway | BOARD MEMBER | 2024 | 1 | $0 reported | 2 |
| David Boettcher | BOARD MEMBER | 2024 | 1 | $0 reported | 2 |
| Karen Burnett | BOARD MEMBER | 2022-2024 | 1 | $0 reported | 2 |
| Sherry Chan | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 3 |
| Gabriela Dieguez | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 2 |
| Ian Duncan | BOARD MEMBER | 2022-2024 | 1 | $0 reported | 2 |
| Sara Goldberg | BOARD MEMBER | 2021-2024 | 1 | $0 reported | 2 |
| David Ingram | BOARD MEMBER | 2021-2024 | 1 | $0 reported | 2 |
| Lisa Kuklinski | BOARD MEMBER | 2020-2024 | 1 | $0 reported | 2 |
| Jackie Lee | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 2 |
| Melody Prangley | BOARD MEMBER | 2022-2024 | 1 | $0 reported | 2 |
| Daniel Pribe | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 2 |
| Kelly Rabin | BOARD MEMBER | 2022-2024 | 1 | $0 reported | 2 |
| Mary Beth Ramsay | BOARD MEMBER | 2021-2024 | 1 | $0 reported | 2 |
| Hans Wagner | BOARD MEMBER | 2024 | 1 | $0 reported | 2 |
| Jon Wu | BOARD MEMBER | 2024 | 1 | $0 reported | 2 |
| Si Xie | BOARD MEMBER | 2021-2024 | 1 | $0 reported | 2 |
| Mercy Yan | BOARD MEMBER | 2023-2024 | 1 | $0 reported | 2 |
| Jennifer Gillespie (former) | PAST PRESIDENT | 2020-2023 | 1 | $0 reported | 2 |
| Arpita Das (former) | BOARD MEMBER | 2020-2023 | 1 | $0 reported | 2 |
| Josee Deroy (former) | BOARD MEMBER | 2020-2023 | 1 | $0 reported | 2 |
| Nazir Valani (former) | BOARD MEMBER | 2020-2023 | 1 | $0 reported | 2 |
| Roy Goldman (former) | PAST PRESIDENT | 2020-2022 | 1 | $0 reported | 3 |
| Robert Eaton (former) | BOARD MEMBER | 2020-2022 | 1 | $0 reported | 2 |
| William Fornia (former) | BOARD MEMBER | 2020-2022 | 1 | $0 reported | 2 |
| Sharon Giffen (former) | BOARD MEMBER | 2020-2022 | 1 | $0 reported | 2 |
| Mercy Uan (former) | BOARD MEMBER | 2021-2022 | 1 | $0 reported | 2 |
| Xu Xuan (former) | BOARD MEMBER | 2020-2022 | 1 | $0 reported | 2 |
| Andy Rallis (former) | PRESIDENT | 2021 | 1 | $0 reported | 2 |
| Julie Curtis (former) | BOARD MEMBER | 2020-2021 | 1 | $0 reported | 2 |
| Jennifer Haid (former) | BOARD MEMBER | 2020-2021 | 1 | $0 reported | 2 |
| Sara Teppema (former) | BOARD MEMBER | 2020-2021 | 1 | $0 reported | 2 |
| Ling-Ling Wang (former) | BOARD MEMBER | 2020-2021 | 1 | $0 reported | 2 |
| Sue Blanck (former) | BOARD MEMBER | 2020 | 1 | $0 reported | 2 |
| James Glickman (former) | PAST PRESIDENT | 2020 | 1 | $0 reported | 2 |
| Chrstine Hofbeck (former) | SECRETARY/TREASURER | 2020 | 1 | $0 reported | 2 |
| Wendy Liang (former) | BOARD MEMBER | 2020 | 1 | $0 reported | 2 |
| Terry Long (former) | BOARD MEMBER | 2020 | 1 | $0 reported | 2 |
| Andrew Rallis (former) | PRESIDENT | 2020 | 1 | $0 reported | 2 |
| David Sandberg (former) | BOARD MEMBER | 2020 | 1 | $0 reported | 3 |
People by year
2024 · 38 people listed · 15 paid, $6.5M · 0 employees · 4,947 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GREG HEIDRICH | CEO | 36 | $0 | $761,837 | $90,008 | $851,845 | 2 |
| ROSE B FEALY | COO/CFO | 36 | $0 | $495,957 | $49,268 | $545,225 | 2 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | $0 | $434,227 | $80,290 | $514,517 | 2 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | $0 | $427,609 | $79,861 | $507,470 | 2 |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT | 36 | $0 | $363,268 | $73,287 | $436,555 | 2 |
| VICKI BAUE | GENERAL COUNSEL | 36 | $0 | $383,693 | $47,896 | $431,589 | 2 |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY | 36 | $0 | $358,324 | $72,975 | $431,299 | 2 |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING | 36 | $0 | $332,417 | $69,555 | $401,972 | 2 |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL | 36 | $0 | $302,041 | $67,041 | $369,082 | 2 |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36 | $0 | $289,849 | $69,258 | $359,107 | 2 |
| STUART KLUGMAN | SR. STAFF FELLOW | 36 | $0 | $301,323 | $44,548 | $345,871 | 2 |
| EMILY KESSLER | SR. STAFF FELLOW | 36 | $0 | $291,127 | $44,060 | $335,187 | 2 |
| ALICE LOCATELLI | MANAGING DIRECTOR OF EXPERIENCE | 36 | $0 | $296,196 | $31,934 | $328,130 | 2 |
| TIFFANY STAMM | SR. DIRECTOR, FINANCE & FACILITIES | 36 | $0 | $264,185 | $50,906 | $315,091 | 2 |
| TIMOTHY MOBERLY | SENIOR DIRECTOR, ITS | 36 | $0 | $246,700 | $61,288 | $307,988 | 2 |
| DAVID DILLON | PRESIDENT-ELECT | 1 | $0 | $0 | $0 | $0 | 2 |
| AMANDA HUG | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ROBINSON | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM ROZAR | PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| YING ZHAO | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KAREN ANWAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID BOETTCHER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KAREN BURNETT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SHERRY CHAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| GABRIELA DIEGUEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| IAN DUNCAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SARA GOLDBERG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID INGRAM | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA KUKLINSKI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JACKIE LEE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MELODY PRANGLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DANIEL PRIBE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KELLY RABIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY BETH RAMSAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| HANS WAGNER | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JON WU | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SI XIE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCY YAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 36 people listed · 14 paid, $5.8M · 0 employees · 5,167 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GREG HEIDRICH | CEO | 36 | $0 | $744,985 | $88,522 | $833,507 | 2 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | $0 | $411,283 | $76,925 | $488,208 | 2 |
| ROSE B FEALY | CAFO | 36 | $0 | $428,972 | $56,424 | $485,396 | 2 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | $0 | $404,814 | $76,211 | $481,025 | 2 |
| JOSEPH WURZBURGER | MANAGING DIRECTOR,STRATEGY | 36 | $0 | $345,901 | $69,857 | $415,758 | 2 |
| CARLA CARRY | MANAGING DIRECTOR, MARKETING & COMMUNICATIONS | 36 | $0 | $343,005 | $65,089 | $408,094 | 2 |
| COURTNEY NASHAN | MANAGING DIRECTOR ENGAGEMENT | 36 | $0 | $340,466 | $60,399 | $400,865 | 2 |
| ANDREW PETERSON | MANAGING DIRECTOR INTERNATIONAL | 36 | $0 | $302,788 | $65,028 | $367,816 | 2 |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36 | $0 | $298,223 | $68,349 | $366,572 | 2 |
| VICKI BAUE | GENERAL COUNSEL | 36 | $0 | $291,788 | $44,593 | $336,381 | 2 |
| STUART KLUGMAN | SR. STAFF FELLOW | 36 | $0 | $279,660 | $42,128 | $321,788 | 2 |
| EMILY KESSLER | SR. STAFF FELLOW | 36 | $0 | $274,532 | $41,971 | $316,503 | 2 |
| CYNTHIA MACDONALD | SR. STAFF ACTUARY | 36 | $0 | $253,658 | $60,683 | $314,341 | 2 |
| TIFFANY BERGER | SR. DIRECTOR, FINANCE & FACILITIES | 36 | $0 | $255,185 | $48,491 | $303,676 | 2 |
| JENNIFER GILLESPIE | PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ROBINSON | PRESIDENT & CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM ROZAR | PRESIDENT-ELECT & VICE-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| YING ZHAO | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| AMANDA HUG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ARPITA DAS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DANIEL PRIBE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID INGRAM | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| GABRIELA DIEGUEZ | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| IAN DUNCAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JACKIE LEE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSEE DEROY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KAREN BURNETT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KELLY RABIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA KUKLINSKI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY RAMSAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MELODY PRANGLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCY YAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| NAZIR VALANI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SARA GOLDBERG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SHERRY CHAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| SI XIE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 39 people listed · 16 paid, $5.4M · 0 employees · 3,079 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GREG HEIDRICH | CEO | 36 | $0 | $713,016 | $85,558 | $798,574 | 2 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | $0 | $400,261 | $75,718 | $475,979 | 2 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | $0 | $389,112 | $74,468 | $463,580 | 2 |
| JOSEPH WURZBURGER | SR. DIRECTOR, STRATEGY | 36 | $0 | $294,004 | $65,040 | $359,044 | 2 |
| COURTNEY NASHAN | SR DIRECTOR ENGAGEMENT | 36 | $0 | $300,333 | $54,593 | $354,926 | 2 |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36 | $0 | $273,098 | $64,919 | $338,017 | 2 |
| ANDREW PETERSON | SR. DIRECTOR, INTERNATIONAL | 36 | $0 | $268,269 | $62,152 | $330,421 | 2 |
| ROSE B FEALY | CAFO | 36 | $0 | $277,753 | $39,515 | $317,268 | 2 |
| STUART KLUGMAN | SR. STAFF FELLOW | 36 | $0 | $270,606 | $40,434 | $311,040 | 2 |
| EMILY KESSLER | SR. STAFF FELLOW | 36 | $0 | $262,177 | $40,081 | $302,258 | 2 |
| TIMOTHY MOBERLY | SR. DIRECTOR, ITS | 36 | $0 | $241,438 | $58,922 | $300,360 | 2 |
| TIFFANY BERGER | SR. DIRECTOR, FINANCE & FACILITIES | 36 | $0 | $228,869 | $46,161 | $275,030 | 2 |
| ANNA KACPRZYK-ABEL | SR. DIRECTOR, PD & MEETINGS | 36 | $0 | $181,834 | $42,130 | $223,964 | 2 |
| STACY LIN | DEPUTY CEO/CFO - PART YEAR | 36 | $0 | $160,909 | $27,118 | $188,027 | 2 |
| ANNA CLARKE | SR. DIRECTOR, MARKETING - PART YEAR | 36 | $0 | $165,882 | $9,506 | $175,388 | 2 |
| RICHARD VEYS | GENERAL COUNSEL | 36 | $0 | $157,150 | $2,321 | $159,471 | 3 |
| JENNIFER GILLESPIE | PRESIDENT & CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROY GOLDMAN | PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| LISA KUKLINSKI | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ROBINSON | PRESIDENT & CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM ROZAR | PRESIDENT-ELECT & VICE-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| YING ZHAO | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| KAREN BURNETT | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ARPITA DAS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSEE DEROY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| IAN DUNCAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT EATON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM FORNIA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SHARON GIFFEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SARA GOLDBERG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| AMANDA HUG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID INGRAM | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MELODY PRANGLEY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| KELLY RABIN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY RAMSAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCY UAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| NAZIR VALANI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SI XIE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| XU XUAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 40 people listed · 16 paid, $5.9M · 0 employees · 6,982 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GREG HEIDRICH | CEO | 36 | $0 | $732,791 | $61,891 | $794,682 | 2 |
| STACY LIN | DEPUTY CEO/CFO | 36 | $0 | $420,990 | $75,371 | $496,361 | 2 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | $0 | $375,980 | $70,844 | $446,824 | 2 |
| KEN GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | $0 | $369,850 | $70,068 | $439,918 | 2 |
| MICHAEL BOOT | MANAGING DIRECTOR, ENGAGEMENT | 36 | $0 | $331,016 | $53,634 | $384,650 | 2 |
| RICHARD VEYS | GENERAL COUNSEL | 36 | $0 | $324,749 | $57,285 | $382,034 | 3 |
| ANDREW PETERSON | SR. DIRECTOR, INTERNATIONAL | 36 | $0 | $265,848 | $59,378 | $325,226 | 2 |
| JOSEPH WURZBURGER | SR. DIRECTOR, STRATEGY | 36 | $0 | $255,363 | $58,507 | $313,870 | 2 |
| STUART KLUGMAN | SR. STAFF FELLOW | 36 | $0 | $265,019 | $38,925 | $303,944 | 2 |
| EMILY KESSLER | SR. STAFF FELLOW | 36 | $0 | $261,018 | $39,202 | $300,220 | 2 |
| TIMOTHY MOBERLY | SR. DIRECTOR, ITS | 36 | $0 | $246,894 | $47,457 | $294,351 | 2 |
| CYNTHIA MACDONALD | SR. DIRECTOR, EXPERIENCE STUDIES | 36 | $0 | $236,894 | $56,284 | $293,178 | 2 |
| MONIKA MCGUIRE | GENERAL COUNSEL | 36 | $0 | $229,726 | $58,143 | $287,869 | 2 |
| ANNA CLARKE | SR. DIRECTOR, MARKETING | 36 | $0 | $245,093 | $37,774 | $282,867 | 2 |
| LISA SCHILLING | SR. STAFF FELLOW | 36 | $0 | $238,526 | $25,731 | $264,257 | 2 |
| COURTNEY NASHAN | SR DIRECTOR ENGAGEMENT | 36 | $0 | $214,525 | $44,383 | $258,908 | 2 |
| WILLIAM FORNIA | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER GILLESPIE | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| ROY GOLDMAN | PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| LISA KUKLINSKI | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDY RALLIS | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN ROBINSON | PRESIDENT-ELECT | 1 | $0 | $0 | $0 | $0 | 2 |
| JULIE CURTIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ARPITA DAS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSEE DEROY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID DILLON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT EATON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SHARON GIFFEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SARA GOLDBERG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER HAID | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| AMANDA HUG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID INGRAM | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY RAMSAY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SARA TEPPEMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCY UAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| NAZIR VALANI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| LING-LING WANG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| SI XIE | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| XU XUAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| YING ZHAO | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
2020 · 40 people listed · 16 paid, $5.5M · 0 employees · 7,895 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GREG HEIDRICH | CEO | 36 | $0 | $657,262 | $61,569 | $718,831 | 2 |
| STACY LIN | DEPUTY CEO/CFO | 36 | $0 | $394,956 | $72,736 | $467,692 | 2 |
| R DALE HALL | MANAGING DIRECTOR RESEARCH | 36 | $0 | $353,688 | $68,418 | $422,106 | 2 |
| KENNETH GUTHRIE | MANAGING DIRECTOR EDUCATION | 36 | $0 | $346,142 | $67,434 | $413,576 | 2 |
| RICHARD VEYS | GENERAL COUNSEL | 36 | $0 | $321,048 | $45,374 | $366,422 | 3 |
| MICHAEL BOOT | MANAGING DIRECTOR, ENGAGEMENT | 36 | $0 | $311,762 | $52,468 | $364,230 | 2 |
| ANDREW PETERSON | SR. DIRECTOR, INTERNATIONAL | 36 | $0 | $255,482 | $58,217 | $313,699 | 2 |
| STUART KLUGMAN | SR STAFF ACTUARY | 36 | $0 | $256,828 | $38,165 | $294,993 | 2 |
| EMILY KESSLER | SR STAFF ACTUARY | 36 | $0 | $249,572 | $38,152 | $287,724 | 2 |
| ANN WEBER | GOVERNMENT AFFAIRS DIRECTOR | 36 | $0 | $229,862 | $57,292 | $287,154 | 2 |
| JOSEPH WURZBURGER | SR. DIRECTOR, INNOVATION | 36 | $0 | $227,942 | $55,114 | $283,056 | 2 |
| CYNTHIA MACDONALD | SR. DIRECTOR, EXPERIENCE STUDIES | 36 | $0 | $228,280 | $53,547 | $281,827 | 2 |
| TIMOTHY MOBERLY | SR. DIRECTOR, ITS | 36 | $0 | $224,040 | $44,386 | $268,426 | 2 |
| LISA SCHILLING | STAFF ACTUARY | 36 | $0 | $230,824 | $24,863 | $255,687 | 2 |
| CAROL KOZLOWSKI | SR. DIRECTOR, HR | 36 | $0 | $219,028 | $32,735 | $251,763 | 2 |
| ANNA CLARKE | SR. DIRECTOR, MARKETING | 36 | $0 | $213,128 | $34,706 | $247,834 | 2 |
| SUE BLANCK | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JULIE CURTIS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ARPITA DAS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSEE DEROY | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID DILLON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT EATON | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM B FORNIA | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| SHARON GIFFEN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES GLICKMAN | PAST PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| JENNIFER GILLESPIE | PRESIDENT-ELECT | 1 | $0 | $0 | $0 | $0 | 2 |
| ROY GOLDMAN | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 3 |
| JENNIFER HAID | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| CHRSTINE HOFBECK | SECRETARY/TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| AMANDA HUG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA KUKLINSKI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| WENDY LIANG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRY LONG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW RALLIS | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID SANDBERG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
| SARA TEPPEMA | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| NAZIR VALANI | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| LING-LING WANG | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| XU XUAN | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
| YING ZHAO | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2024 · 5 contractors · $10.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PROMETRIC INC | PITTSBURGH, PA | TEST CENTERS | $6,884,635 |
| MAYO SEITZ MEDIA INC | CONSHOHOCKEN, PA | MEDIA STRATEGY SERVICES | $1,796,450 |
| GLOBEBYTE | REIGATE, ENGLAND | IT SERVICES | $873,457 |
| CLOUD FOR GOOD LLC | DALLAS, TX | IT SERVICES | $785,899 |
| G&S BUSINESS COMMUNICATIONS | NEW YORK, NY | MEDIA STRATEGY SERVICES | $450,214 |
2023 · 5 contractors · $9.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| PROMETRIC INC | PITTSBURGH, PA | TEST CENTERS | $5,819,719 |
| MAYO SEITZ MEDIA INC | CONSHOHOCKEN, PA | MEDIA STRATEGY SERVICES | $1,845,771 |
| AUDIO VISIUAL ONE LTD | ORLANDO, FL | IT SERVICES | $813,662 |
| GLOBEBYTE | REIGATE, ENGLAND | IT SERVICES | $736,868 |
| BLUEBOLT INC | CHICAGO, IL | MEDIA STRATEGY SERVICES | $670,914 |
2022 · 5 contractors · $8.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| PROMETRIC INC | PITTSBURGH, PA | TEST CENTERS | $5,830,357 |
| GLOBEBYTE | REIGATE, ENGLAND | IT SERVICES | $1,304,662 |
| AUDIO VISIUAL ONE LTD | ORLANDO, FL | IT SERVICES | $781,169 |
| PERSONFIY INC | DALLAS, TX | IT SERVICES | $466,473 |
| MAYO SEITZ MEDIA INC | CONSHOHOCKEN, PA | MEDIA STRATEGY SERVICES | $450,564 |
2021 · 5 contractors · $7.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| PROMETRIC INC | PITTSBURGH, PA | TEST CENTERS | $5,904,286 |
| GLOBEBYTE | REIGATE, ENGLAND | IT SERVICES | $580,764 |
| EPISERVER INC | CHICAGO, IL | IT SERVICES | $327,306 |
| PERSONFIY INC | DALLAS, TX | IT SERVICES | $308,688 |
| COMMPARTNERS | COLUMBIA, MD | AV | $298,935 |
2020 · 5 contractors · $5.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| PROMETRIC INC | PITTSBURGH, PA | HOST TEST CENTERS | $3,628,035 |
| GLOBEBYTE | REIGATE, ENGLAND | IT SERVICE PROVIDER | $739,638 |
| GOLINHARRIS INTERNATIONAL | CHICAGO, IL | MARKETING CONSULTANT | $406,003 |
| COMMPARTNERS | COLUMBIA, MD | AV SERVICES | $369,250 |
| PERSONIFY INC | DALLAS, TX | HOSTING 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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $68,295,697 | $57,784,872 | $88,936,484 | $51,547,627 | $0 | $66,325,158 | $4,335,916 | 0 | 4,947 |
| 2023 · Form 990 | ||||||||
| $61,896,814 | $55,635,363 | $70,872,534 | $37,264,538 | $0 | $62,097,037 | $3,755,757 | 0 | 5,167 |
| 2022 · Form 990 | ||||||||
| $57,871,223 | $48,085,443 | $55,669,599 | $25,319,950 | $0 | $58,566,216 | $3,478,220 | 0 | 3,079 |
| 2021 · Form 990 | ||||||||
| $54,354,624 | $39,645,031 | $48,907,069 | $18,283,983 | $0 | $54,064,156 | $3,588,052 | 0 | 6,982 |
| 2020 · Form 990 | ||||||||
| $42,798,462 | $38,443,136 | $31,427,887 | $3,653,642 | $0 | $42,768,631 | $3,705,871 | 0 | 7,895 |
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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| 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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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETY | IL | S41 | $74,491,725 | $83,281,363 | PRESIDENT & CEO | $1,336,616 | Same NTEE code S41, revenue within 2x, same state |
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| INTERNATIONAL CODE COUNCIL INC | IL | S41 | $109,907,356 | $102,082,916 | CEO | $1,429,043 | Same NTEE code S41, revenue within 2x, same state |
| DEVELOPMENT NOW FOR CHICAGO | IL | S41 | $81,469,275 | $81,729,660 | EXECUTIVE DIRECTOR | $88,438 | Same NTEE code S41, revenue within 2x, same state |
| GLOBAL ASSOCIATIONS OF RISK PROFFESIONALS INC | NJ | S41 | $41,441,148 | $42,684,422 | PRESIDENT & CEO | $2,041,306 | Same NTEE code S41, revenue within 2x, similar mission |
| INTERNATIONAL ASSOCIATION OF PRIVACY PROFESSIONALS | NH | S41 | $74,657,443 | $57,574,874 | PRESIDENT/CEO | $1,099,369 | Same NTEE code S41, revenue within 2x, similar name |
| CREDIT UNION NATIONAL ASSOCIATION INC | WI | S41 | $103,908,424 | $101,362,458 | PRESIDENT/CEO | $2,984,778 | Same NTEE code S41, revenue within 2x |
| NATIONAL ASSOCIATION OF REAL ESTATE INVESTMENT TRUST INC | DC | S41 | $36,412,345 | $34,913,014 | PRESIDENT & CEO | $2,974,698 | Same NTEE code S41, revenue within 2x |
| GUARANTY ASSOCIATION BENEFITS COMPANY | DC | S41 | $54,747,905 | $36,556,211 | VICE PRESIDENT OPERATIONS | $462,954 | Same NTEE code S41, revenue within 2x |
| SOCIETY OF MANUFACTURING ENGINEERS | MI | S41 | $65,762,279 | $74,245,701 | CEO & EXECUTIVE DIRECTOR | $755,559 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS INC | WI | S41 | $37,496,078 | $38,552,486 | CHIEF EXECUTIVE OFFICER | $678,498 | Same NTEE code S41, revenue within 2x |
| CHIEF EXECUTIVES ORGANIZATION INC | DC | S41 | $34,935,557 | $33,277,801 | PRESIDENT & CEO | $709,724 | Same NTEE code S41, revenue within 2x |
| AMERICAN CLEAN POWER ASSOCIATION | DC | S41 | $67,498,049 | $75,962,907 | CEO | $2,892,608 | Same NTEE code S41, revenue within 2x |
| NATIONAL CATTLEMENS BEEF ASSOCIATION INC | CO | S41 | $58,246,267 | $56,306,249 | CEO | $499,938 | Same NTEE code S41, revenue within 2x |
| AMERICAN WELDING SOCIETY INC | FL | S41 | $46,806,815 | $42,832,645 | CFO & CHIEF ADMIN OFFICER | $323,710 | Same NTEE code S41, revenue within 2x |
| FLORIDA ASSOCIATION OF REALTORS | FL | S41 | $47,068,226 | $41,650,756 | CEO | $722,958 | Same NTEE code S41, revenue within 2x |
| LAW SOCIETY OF BRITISH COLUMBIA | S41 | $52,592,349 | $58,747,291 | CEO, Executive Director | $479,115 | Same NTEE code S41, revenue within 2x | |
| AMERICAN PSYCHIATRIC ASSOCIATION | DC | S41 | $58,199,477 | $60,852,453 | CEO & MEDICAL DIRECTOR (UNTIL 5/24) | $674,773 | Same NTEE code S41, revenue within 2x |
| MEXICAN HAAS AVOCADO IMPORTERS ASSOCIATION | MD | S41 | $45,838,086 | $46,326,318 | DIRECTOR | $0 | Same NTEE code S41, revenue within 2x |
| VIRGINIA AFFILIATE OF THE HORSEMANS BENEVOLENT & PROTECTIVE ASSOC INC | VA | S41 | $37,025,887 | $31,838,232 | EXECUTIVE DIRECTOR | $200,004 | Same NTEE code S41, revenue within 2x |
| CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC | DC | S41 | $65,247,205 | $63,048,100 | CHIEF EXECUTIVE OFFICER | $1,291,553 | Same NTEE code S41, revenue within 2x |
| LL GLOBAL INC | CT | S41 | $59,741,002 | $49,246,922 | President | $3,203,447 | Same NTEE code S41, revenue within 2x |
| NASSAU-PARADISE ISLAND PROMOTION BOARD LTD | FL | S41 | $37,143,073 | $38,732,292 | CEO | $616,176 | Same NTEE code S41, revenue within 2x |
| WASHINGTON DC CONVENTION AND TOURISM CORPORATION | DC | S41 | $53,211,107 | $61,998,917 | PRESIDENT & CEO | $1,008,857 | 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).
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
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $57,784,872 | 100% |
2023 · Form 990 · $55,635,363 spent · pay $21,443,404 · grants $915,234 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $55,635,363 | 100% |
2022 · Form 990 · $48,085,443 spent · pay $19,064,887 · grants $921,043 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $48,085,443 | 100% |
2021 · Form 990 · $39,645,031 spent · pay $18,102,398 · grants $492,439 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $39,645,031 | 100% |
2020 · Form 990 · $38,443,136 spent · pay $17,163,451 · grants $449,122 · events $629,460
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| 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 | $38,443,136 | 100% |