Loading organization details...
Loading organization details...
TO PROMOTE UNDERSTANDING OF AND ADVOCATE ON ISSUES AFFECTING INSURED RETIREMENT STRATEGIES.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$9.3M
Total Contributions
$0
Total Expenses
▼$9M
Total Assets
$8.4M
Total Liabilities
▼$6.3M
Net Assets
$2M
Officer Compensation
→$2.6M
Other Salaries
$2.7M
Investment Income
$15.1K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2024IRS e-File | $9.3M | $0 | $9M | $8.4M | $2M |
| 2023IRS e-File | $8.4M | $0 | $8.1M | $9.2M | $1.7M |
| 2022 | $7.8M | $0 | $7.4M | $7.8M | $1.5M |
| 2021 | $6.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Wayne Chopus | President And CEO | 39.5 | $1.1M | $0 | $60.2K | $1.1M |
| Shani Armon | Chief Operating Officer (as Of 10/24) | 37.5 | $324.6K | $0 | $20K | $344.6K |
| Christina Brady | Chief Operating Officer (until 10/24) | 37.5 | $236.3K | $0 | $39.7K | $276K |
| Paula Nelson | Executive Officer, Treasurer | 2 | $0 | $0 | $0 | $0 |
| Philip Pellegrino | Executive Officer, Chair | 2 | $0 | $0 | $0 | $0 |
| Corey Walther | Executive Officer, Vice Chair | 2 | $0 | $0 | $0 | $0 |
Wayne Chopus
President And CEO
$1.1M
Hrs/Wk
39.5
Compensation
$1.1M
Related Orgs
$0
Other
$60.2K
Shani Armon
Chief Operating Officer (as Of 10/24)
$344.6K
Hrs/Wk
37.5
Compensation
$324.6K
Related Orgs
$0
Other
$20K
Christina Brady
Chief Operating Officer (until 10/24)
$276K
Hrs/Wk
37.5
Compensation
$236.3K
Related Orgs
$0
Other
$39.7K
Paula Nelson
Executive Officer, Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Philip Pellegrino
Executive Officer, Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Corey Walther
Executive Officer, Vice Chair
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Jason Berkowitz | Chief Legal And Regulatory Officer | 37.5 | $403.4K | $0 | $65.8K | $469.2K |
| Paul Richman | Chief Government And Political Affairs Officer | 37.5 | $341.2K | $0 | $42K | $383.2K |
| Katherine Dease | Chief Technology And Innovation Officer | 37.5 | $324K |
Jason Berkowitz
Chief Legal And Regulatory Officer
$469.2K
Hrs/Wk
37.5
Compensation
$403.4K
Related Orgs
$0
Other
$65.8K
Paul Richman
Chief Government And Political Affairs Officer
$383.2K
Hrs/Wk
37.5
Compensation
$341.2K
Related Orgs
$0
Other
$42K
Katherine Dease
Chief Technology And Innovation Officer
$342.9K
Hrs/Wk
37.5
Compensation
$324K
Related Orgs
$0
Other
$18.9K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Bill Lowe | Director | 2 | $0 | $0 | $0 | $0 |
| Bob Mcgowan | Director | 2 | $0 | $0 | $0 | $0 |
| Christie Loftus | Director | 2 | $0 | $0 | $0 | $0 |
| Christopher Grady | Director | 2 | $0 | $0 | $0 | $0 |
| Colbert Narcisse | Director (as Of 5/24) | 2 | $0 | $0 | $0 | $0 |
| Colleen Tycz | Director (as Of 9/24) |
Bill Lowe
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Bob Mcgowan
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Christie Loftus
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $6.6M |
| $7.5M |
| $1.1M |
| 2020 | $6M | $0 | $6M | $5.8M | $801.9K |
| 2019 | $6.1M | $0 | $6.6M | $5.3M | $780.4K |
| 2018 | $6.4M | $0 | $6.4M | $5.4M | $1.2M |
| 2017 | $6.8M | $0 | $6.9M | $6.2M | $1.2M |
| 2016 | $7.2M | $0 | $7.3M | $5.6M | $1.3M |
| 2015 | $6.3M | $0 | $6.6M | $4.9M | $1.4M |
| 2014 | $6.1M | $0 | $5.9M | $4.8M | $1.7M |
| 2013 | $5.3M | $0 | $5.8M | $4.4M | $1.4M |
| 2012 | $6.1M | $0 | $5.9M | $4.6M | $1.9M |
| 2011 | $5.7M | $0 | $5.3M | $4.3M | $1.6M |
PDF not yet published by IRSView Filing → |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| $0 |
| $18.9K |
| $342.9K |
| Daniel Zielinski | Chief Strategic Communications Officer | 37.5 | $221.6K | $0 | $51.3K | $272.9K |
| Francis O'Connor | Vp, Research | 37.5 | $206.1K | $0 | $48.7K | $254.8K |
| Sarah Wood | Director, State Policy And Regulatory Affairs | 37.5 | $170.9K | $0 | $17.5K | $188.4K |
| Rebecca Plowman | Director, Compliance And Implementation | 37.5 | $159.4K | $0 | $12.8K | $172.3K |
Daniel Zielinski
Chief Strategic Communications Officer
$272.9K
Hrs/Wk
37.5
Compensation
$221.6K
Related Orgs
$0
Other
$51.3K
Francis O'Connor
Vp, Research
$254.8K
Hrs/Wk
37.5
Compensation
$206.1K
Related Orgs
$0
Other
$48.7K
Sarah Wood
Director, State Policy And Regulatory Affairs
$188.4K
Hrs/Wk
37.5
Compensation
$170.9K
Related Orgs
$0
Other
$17.5K
Rebecca Plowman
Director, Compliance And Implementation
$172.3K
Hrs/Wk
37.5
Compensation
$159.4K
Related Orgs
$0
Other
$12.8K
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| Craig Hawley | Director (as Of 8/24) | 2 | $0 | $0 | $0 | $0 |
| Dev Ganguly | Director | 2 | $0 | $0 | $0 | $0 |
| Doug Brigman | Director (until 8/24) | 2 | $0 | $0 | $0 | $0 |
| Dylan Tyson | Director | 2 | $0 | $0 | $0 | $0 |
| Eric Henderson | Director (until 8/24) | 2 | $0 | $0 | $0 | $0 |
| Graham Day | Director (until 5/24) | 2 | $0 | $0 | $0 | $0 |
| Jacob Armstrong | Director (until 9/24) | 2 | $0 | $0 | $0 | $0 |
| Jamie Ohl | Director | 2 | $0 | $0 | $0 | $0 |
| Jay Jackson | Director (as Of 5/24) | 2 | $0 | $0 | $0 | $0 |
| Jeff Lorenzen | Director (as Of 8/24) | 2 | $0 | $0 | $0 | $0 |
| Joe Neary | Director | 2 | $0 | $0 | $0 | $0 |
| Joe Schultz | Director | 2 | $0 | $0 | $0 | $0 |
| John Kennedy | Director | 2 | $0 | $0 | $0 | $0 |
| John Schobel | Director | 2 | $0 | $0 | $0 | $0 |
| Jordan Jackson | Director (as Of 8/24) | 2 | $0 | $0 | $0 | $0 |
| Joseph Toledano | Director | 2 | $0 | $0 | $0 | $0 |
| Katherine Roy | Director | 2 | $0 | $0 | $0 | $0 |
| Kevin Kennedy | Director | 2 | $0 | $0 | $0 | $0 |
| Laura Pantaleo | Director | 2 | $0 | $0 | $0 | $0 |
| Marci Green | Director | 2 | $0 | $0 | $0 | $0 |
| Matthew Wion | Director (as Of 5/24) | 2 | $0 | $0 | $0 | $0 |
| Melissa Kivett | Director (until 4/24) | 2 | $0 | $0 | $0 | $0 |
| Michael Eustic | Director | 2 | $0 | $0 | $0 | $0 |
| Michael Sturm | Director | 2 | $0 | $0 | $0 | $0 |
| Myles Lambert | Director | 2 | $0 | $0 | $0 | $0 |
| Paul Lucas | Director | 2 | $0 | $0 | $0 | $0 |
| Pete Landry | Director (until 8/24) | 2 | $0 | $0 | $0 | $0 |
| Robert Jameison | Director | 2 | $0 | $0 | $0 | $0 |
| Robert Pettman | Director (until 4/24) | 2 | $0 | $0 | $0 | $0 |
| Sean Baker | Director | 2 | $0 | $0 | $0 | $0 |
| Srinivas Reddy | Director | 2 | $0 | $0 | $0 | $0 |
| Steve Scanlon | Director | 2 | $0 | $0 | $0 | $0 |
| Terri Fiedler | Director | 2 | $0 | $0 | $0 | $0 |
| Tim Froehlich | Director (as Of 9/24) | 2 | $0 | $0 | $0 | $0 |
| Todd Taylor | Director (until 5/24) | 2 | $0 | $0 | $0 | $0 |
| Wesley Severin | Director | 2 | $0 | $0 | $0 | $0 |
Christopher Grady
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Colbert Narcisse
Director (as Of 5/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Colleen Tycz
Director (as Of 9/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Craig Hawley
Director (as Of 8/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Dev Ganguly
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Doug Brigman
Director (until 8/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Dylan Tyson
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Eric Henderson
Director (until 8/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Graham Day
Director (until 5/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jacob Armstrong
Director (until 9/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jamie Ohl
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jay Jackson
Director (as Of 5/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jeff Lorenzen
Director (as Of 8/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Joe Neary
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Joe Schultz
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
John Kennedy
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
John Schobel
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Jordan Jackson
Director (as Of 8/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Joseph Toledano
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Katherine Roy
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Kennedy
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Laura Pantaleo
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Marci Green
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Matthew Wion
Director (as Of 5/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Melissa Kivett
Director (until 4/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Michael Eustic
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Michael Sturm
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Myles Lambert
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Paul Lucas
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Pete Landry
Director (until 8/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Robert Jameison
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Robert Pettman
Director (until 4/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Sean Baker
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Srinivas Reddy
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Steve Scanlon
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Terri Fiedler
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Tim Froehlich
Director (as Of 9/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Todd Taylor
Director (until 5/24)
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Wesley Severin
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0