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TO ENHANCE THE FINANCIAL RESOURCES OF EDUCATIONAL ORGANIZATIONS (DEFINED UNDER SECTION 170(B)(1)(A)(II) & (IV) OF THE IRC)& TO HELP THEM IMPROVE INVESTMENT MANAGEMENT PRACTICES
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$173.6M
Program Spending
100%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$37.5M
Total Assets
$3.6B
Total Liabilities
▼$84.9M
Net Assets
$3.5B
Officer Compensation
→$5M
Other Salaries
$11.3M
Investment Income
$145M
Fundraising
▼$0
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 2023 · 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: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $173.6M | $0 | $37.5M | $3.6B | $3.5B |
| 2022IRS e-File | $306.9M | $0 | $31.3M | $3.5B | $3.4B |
| 2021 | $440M | $0 | $27.6M | $4.6B | $4.5B |
| 2020 | $274M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 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 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Sharad Samy | Secretary & Gen Counsel | 40 | $1.1M | $0 | $135.4K | $1.2M |
| Dana Moreau | Chief Financial Officer & COO | 40 | $1M | $0 | $135.4K | $1.1M |
| Seth Thomson | Assistant Secretary | 40 | $519.4K | $0 | $85.4K | $604.8K |
Sharad Samy
Secretary & Gen Counsel
$1.2M
Hrs/Wk
40
Compensation
$1.1M
Related Orgs
$0
Other
$135.4K
Dana Moreau
Chief Financial Officer & COO
$1.1M
Hrs/Wk
40
Compensation
$1M
Related Orgs
$0
Other
$135.4K
Seth Thomson
Assistant Secretary
$604.8K
Hrs/Wk
40
Compensation
$519.4K
Related Orgs
$0
Other
$85.4K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Anthony Ialeggio | Chief Marketing Officer | 40 | $563.8K | $0 | $96.4K | $660.2K |
| Elaine Mizer Paulsen | Chief Human Resources Officer | 40 | $505.4K | $0 | $122.9K | $628.4K |
| Amy P Harlacker | Managing Director | 40 | $426.9K | $0 |
Anthony Ialeggio
Chief Marketing Officer
$660.2K
Hrs/Wk
40
Compensation
$563.8K
Related Orgs
$0
Other
$96.4K
Elaine Mizer Paulsen
Chief Human Resources Officer
$628.4K
Hrs/Wk
40
Compensation
$505.4K
Related Orgs
$0
Other
$122.9K
Amy P Harlacker
Managing Director
$549.8K
Hrs/Wk
40
Compensation
$426.9K
Related Orgs
$0
Other
$122.9K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| David A Thomas | Trustee (chair)(from 01/01/24) | 3 | $167.5K | $0 | $0 | $167.5K |
| Douglas T Breeden | Trustee(chair)(until 12/31/23) | 3 | $205K | $0 | $0 | $205K |
| Jessica H Brennan | Trustee | 3 | $142.5K | $6,250 | $0 | $148.8K |
| Kent D Daniel | Trustee | 3 |
David A Thomas
Trustee (chair)(from 01/01/24)
$167.5K
Hrs/Wk
3
Compensation
$167.5K
Related Orgs
$0
Other
$0
Douglas T Breeden
Trustee(chair)(until 12/31/23)
$205K
Hrs/Wk
3
Compensation
$205K
Related Orgs
$0
Other
$0
Jessica H Brennan
Trustee
$148.8K
Hrs/Wk
3
Compensation
$142.5K
Related Orgs
$6,250
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Celeste R Barone | EVP & CFO (until 10/5/20) | — | $0 | $177.8K | $0 | $177.8K |
Celeste R Barone
EVP & CFO (until 10/5/20)
$177.8K
Hrs/Wk
—
Compensation
$0
Related Orgs
$177.8K
Other
$0
| $0 |
| $28.9M |
| $4.2B |
| $4.1B |
| 2019 | $284.3M | $0 | $29M | $4.6B | $4.3B |
| 2018 | $271M | $0 | $30.4M | $4.7B | $4.5B |
| 2017 | $436.3M | $0 | $38M | $4.5B | $4.2B |
| 2016 | $291M | $0 | $33.6M | $4.3B | $4.2B |
| 2015 | $333.9M | $0 | $36.7M | $4.7B | $4.5B |
| 2014 | $366.8M | $0 | $31.9M | $4.9B | $4.7B |
| 2013 | $278.2M | $0 | $35.6M | $4.8B | $4.5B |
| 2012 | $184M | $0 | $45.5M | $5.7B | $5.6B |
| 2011 | $552.3M | $0 | $44.3M | $7.4B | $7B |
| 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 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| 2000 | 990 | — |
| $122.9K |
| $549.8K |
| Violetta Cerasuolo | Chief Compliance Officer | 40 | $505.3K | $0 | $28.1K | $533.4K |
| David S Young | Managing Director | 40 | $427.3K | $0 | $97.9K | $525.3K |
| Brian Rondeau | Chief Risk Officer | 40 | $406.1K | $0 | $85.4K | $491.5K |
Violetta Cerasuolo
Chief Compliance Officer
$533.4K
Hrs/Wk
40
Compensation
$505.3K
Related Orgs
$0
Other
$28.1K
David S Young
Managing Director
$525.3K
Hrs/Wk
40
Compensation
$427.3K
Related Orgs
$0
Other
$97.9K
Brian Rondeau
Chief Risk Officer
$491.5K
Hrs/Wk
40
Compensation
$406.1K
Related Orgs
$0
Other
$85.4K
| $142.5K |
| $0 |
| $0 |
| $142.5K |
| Mamak Shahbazi | Trustee, Vice Chair | 3 | $167.5K | $25K | $0 | $192.5K |
| Mark Jp Anson | Trustee (ex-officio) | 3 | $0 | $3.6M | $290K | $3.9M |
| Michael J Warren | Trustee | 3 | $142.5K | $0 | $0 | $142.5K |
| Nicole S Arnaboldi | Trustee | 3 | $167.5K | $0 | $0 | $167.5K |
| Susan Manske | Trustee (from 01/01/2024) | 3 | $0 | $0 | $0 | $0 |
| Tobias J Moskowitz | Trustee | 3 | $142.5K | $0 | $0 | $142.5K |
Kent D Daniel
Trustee
$142.5K
Hrs/Wk
3
Compensation
$142.5K
Related Orgs
$0
Other
$0
Mamak Shahbazi
Trustee, Vice Chair
$192.5K
Hrs/Wk
3
Compensation
$167.5K
Related Orgs
$25K
Other
$0
Mark Jp Anson
Trustee (ex-officio)
$3.9M
Hrs/Wk
3
Compensation
$0
Related Orgs
$3.6M
Other
$290K
Michael J Warren
Trustee
$142.5K
Hrs/Wk
3
Compensation
$142.5K
Related Orgs
$0
Other
$0
Nicole S Arnaboldi
Trustee
$167.5K
Hrs/Wk
3
Compensation
$167.5K
Related Orgs
$0
Other
$0
Susan Manske
Trustee (from 01/01/2024)
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Tobias J Moskowitz
Trustee
$142.5K
Hrs/Wk
3
Compensation
$142.5K
Related Orgs
$0
Other
$0