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TO BE FIRST AND FOREMOST IN MINDS OF MEMBERS WHEN IT COMES TO INSURANCE, FINANCIAL, LEGAL AND OTHER SERVICES. THIS WILL OCCUR BY ENDORSING QUALITY PROGRAMS THAT ARE COMPETITIVELY PRICED AND ARE DESIGNED TO PROVIDE FINANCIAL EDUCATION AND SECURITY FOR MEMBERS AND THEIR FAMILIES.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$18.5M
Total Contributions
$0
Total Expenses
▼$11.7M
Total Assets
$102.2M
Total Liabilities
▼$37.3M
Net Assets
$64.9M
Officer Compensation
→N/A
Other Salaries
$1.9M
Investment Income
$4.3M
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 |
|---|---|---|---|---|---|
| 2023IRS e-File | $18.5M | $0 | $11.7M | $102.2M | $64.9M |
| 2022IRS e-File | $15.6M | $0 | $12.4M | $92.2M | $52.8M |
| 2021 | $16.9M | $0 | $10.7M | $91.3M | $54.1M |
| 2020 | $15.8M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| J Philippe Abraham | Trustee-chair | 17 | $0 | $164K | $101.7K | $265.7K |
| Roderick Sherman | Trustee-secretary | 2 | $0 | $2,705 | $0 | $2,705 |
J Philippe Abraham
Trustee-chair
$265.7K
Hrs/Wk
17
Compensation
$0
Related Orgs
$164K
Other
$101.7K
Roderick Sherman
Trustee-secretary
$2,705
Hrs/Wk
2
Compensation
$0
Related Orgs
$2,705
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Jeffrey Lockwood | Director Of Finance | 2 | $0 | $229.7K | $132.1K | $361.8K |
| Michael Travinski | Assoc General Counsel | 7 | $0 | $211K | $132.3K | $343.3K |
| Jaclyn L Ferrucci | Deputy Director Finance | 9 | $0 | $191.3K |
Jeffrey Lockwood
Director Of Finance
$361.8K
Hrs/Wk
2
Compensation
$0
Related Orgs
$229.7K
Other
$132.1K
Michael Travinski
Assoc General Counsel
$343.3K
Hrs/Wk
7
Compensation
$0
Related Orgs
$211K
Other
$132.3K
Jaclyn L Ferrucci
Deputy Director Finance
$310.6K
Hrs/Wk
9
Compensation
$0
Related Orgs
$191.3K
Other
$119.4K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Amber Chandler | Trustee | 2 | $0 | $16.4K | $0 | $16.4K |
| Angelina Rivera | Trustee | 2 | $0 | $16.4K | $0 | $16.4K |
| Anthony Nicodemo | Trustee | 2 | $0 | $11.5K | $0 | $11.5K |
| Carolyn Kube | Trustee | 2 | $0 | $0 | $0 | $0 |
| Kevin Peterman | Trustee | 2 | $0 | $2,705 | $0 | $2,705 |
| Loretta Donlon | Trustee |
Amber Chandler
Trustee
$16.4K
Hrs/Wk
2
Compensation
$0
Related Orgs
$16.4K
Other
$0
Angelina Rivera
Trustee
$16.4K
Hrs/Wk
2
Compensation
$0
Related Orgs
$16.4K
Other
$0
Anthony Nicodemo
Trustee
$11.5K
Hrs/Wk
2
Compensation
$0
Related Orgs
$11.5K
Other
$0
| $0 |
| $10.5M |
| $82.2M |
| $46M |
| 2019 | $15.2M | $0 | $10.8M | $72.4M | $37.1M |
| 2018 | $14.4M | $0 | $9.9M | $62.8M | $29.8M |
| 2017 | $13.2M | $0 | $10.3M | $61.7M | $26.1M |
| 2016 | $12.6M | $0 | $9.3M | $54.8M | $23M |
| 2015 | $45M | $0 | $16M | $102M | $69.8M |
| 2014 | $39.4M | $0 | $11.3M | $72.3M | $41.2M |
| 2013 | $11.7M | $0 | $10.1M | $41.3M | $11.1M |
| 2012 | $10.8M | $0 | $9.8M | $38.4M | $10M |
| 2011 | $10.8M | $0 | $9.9M | $35.9M | $8M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| $119.4K |
| $310.6K |
| Betsy L Porter | Manager, Member Benefits | 35 | $0 | $175.8K | $114.6K | $290.4K |
| Derek Clement | Asst In Member Benefits | 35 | $0 | $168.8K | $110K | $278.7K |
| Ginger Lachapelle | Director Of Member Benefits | 35 | $0 | $157.9K | $90.6K | $248.6K |
| Debra Fellows | Asst Mgr Member Benefits | 35 | $0 | $140.4K | $75.6K | $216K |
Betsy L Porter
Manager, Member Benefits
$290.4K
Hrs/Wk
35
Compensation
$0
Related Orgs
$175.8K
Other
$114.6K
Derek Clement
Asst In Member Benefits
$278.7K
Hrs/Wk
35
Compensation
$0
Related Orgs
$168.8K
Other
$110K
Ginger Lachapelle
Director Of Member Benefits
$248.6K
Hrs/Wk
35
Compensation
$0
Related Orgs
$157.9K
Other
$90.6K
Debra Fellows
Asst Mgr Member Benefits
$216K
Hrs/Wk
35
Compensation
$0
Related Orgs
$140.4K
Other
$75.6K
| 2 |
| $0 |
| $16.4K |
| $0 |
| $16.4K |
| Michael Sill | Trustee | 2 | $0 | $16.4K | $0 | $16.4K |
| Natalie Mckay | Trustee | 2 | $0 | $13.3K | $0 | $13.3K |
Carolyn Kube
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kevin Peterman
Trustee
$2,705
Hrs/Wk
2
Compensation
$0
Related Orgs
$2,705
Other
$0
Loretta Donlon
Trustee
$16.4K
Hrs/Wk
2
Compensation
$0
Related Orgs
$16.4K
Other
$0
Michael Sill
Trustee
$16.4K
Hrs/Wk
2
Compensation
$0
Related Orgs
$16.4K
Other
$0
Natalie Mckay
Trustee
$13.3K
Hrs/Wk
2
Compensation
$0
Related Orgs
$13.3K
Other
$0