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TO PROVIDE HEALTH AND WELFARE BENEFITS
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$224.6M
Total Contributions
$0
Total Expenses
▼$192.7M
Total Assets
$1.3B
Total Liabilities
▼$41M
Net Assets
$1.3B
Officer Compensation
→$389.4K
Other Salaries
$572.9K
Investment Income
$52.9M
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 990
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 | $224.6M | $0 | $192.7M | $1.3B | $1.3B |
| 2023 | $307.8M | $0 | $191.1M | $1.2B | $1.2B |
| 2022 | $214.2M | $0 | $197.1M | $1.2B | $1.1B |
| 2021 | $255.9M | $0 | $196.4M |
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 |
|---|
| Mario Rodriquez | Chief Investment Officer | 12.8 | $135.1K | $288.1K | $150.9K | $574.1K |
| Laura Phelps | Chief Legal Officer | 26 | $220.9K | $121K | $133.7K | $475.7K |
| Christine King | Retirement Plans & Managing Director | 4 | $33.3K | $299.8K | $130.1K | $463.2K |
| Ronnie Traxler | Management Trustee - Chair | 1.1 | $0 | $0 | $0 | $0 |
| John Fultz | See Schedule O | 0.9 | $0 | $0 | $0 | $0 |
| Sheldon Traxler | Management Trustee-vice Ch | 0.9 | $0 | $0 | $0 | $0 |
Mario Rodriquez
Chief Investment Officer
$574.1K
Hrs/Wk
12.8
Compensation
$135.1K
Related Orgs
$288.1K
Other
$150.9K
Laura Phelps
Chief Legal Officer
$475.7K
Hrs/Wk
26
Compensation
$220.9K
Related Orgs
$121K
Other
$133.7K
Christine King
Retirement Plans & Managing Director
$463.2K
Hrs/Wk
4
Compensation
$33.3K
Related Orgs
$299.8K
Other
$130.1K
Ronnie Traxler
Management Trustee - Chair
$0
Hrs/Wk
1.1
Compensation
$0
Related Orgs
$0
Other
$0
John Fultz
See Schedule O
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Sheldon Traxler
Management Trustee-vice Ch
$0
Hrs/Wk
0.9
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 |
|---|---|---|---|---|---|---|
| Bridget Hillebert | Fund Employee | 40 | $178.2K | $534 | $77.6K | $256.3K |
| Cynthia Dekeyser | Fund Employee | 12.8 | $47.4K | $100.3K | $63.3K | $211K |
| Kathy James | Fund Employee | 13.6 | $46.4K | $89.7K | $65.9K | $202K |
| Margaret Shriver | Fund Employee | 3.2 | $9,540 | $105.9K | $59.1K | $174.6K |
Bridget Hillebert
Fund Employee
$256.3K
Hrs/Wk
40
Compensation
$178.2K
Related Orgs
$534
Other
$77.6K
Cynthia Dekeyser
Fund Employee
$211K
Hrs/Wk
12.8
Compensation
$47.4K
Related Orgs
$100.3K
Other
$63.3K
Kathy James
Fund Employee
$202K
Hrs/Wk
13.6
Compensation
$46.4K
Related Orgs
$89.7K
Other
$65.9K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aaron Landolt | Management Trustee | 0.7 | $0 | $0 | $0 | $0 |
| Anthony Howell | See Schedule O | 0.9 | $0 | $0 | $0 | $0 |
| Byron Carroll | Management Trustee | 0.6 | $0 | $0 | $0 | $0 |
| Christopher O'Neill | See Schedule O | 0.5 | $0 | $0 | $0 | $0 |
| Craig Belfatto | Management Trustee | 0.7 | $0 | $0 | $0 | $0 |
| Daniel Decarlo | See Schedule O |
Aaron Landolt
Management Trustee
$0
Hrs/Wk
0.7
Compensation
$0
Related Orgs
$0
Other
$0
Anthony Howell
See Schedule O
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
Byron Carroll
Management Trustee
$0
Hrs/Wk
0.6
Compensation
$0
Related Orgs
$0
Other
$0
| $1.3B |
| $1.2B |
| 2020 | $237.4M | $0 | $207.7M | $1.2B | $1.1B |
| 2019 | $272.3M | $0 | $228.6M | $1.1B | $1.1B |
| 2018 | $266.6M | $0 | $242.1M | $995.7M | $946.6M |
| 2017 | $262.9M | $0 | $246.8M | $1B | $954.2M |
| 2016 | $304.7M | $0 | $255.1M | $955.2M | $877.8M |
| 2015 | $291.9M | $0 | $255.9M | $923.3M | $832M |
| 2014 | $292.6M | $0 | $80.3M | $896.8M | $825.7M |
| 2013 | $266.2M | $0 | $255.1M | $859M | $595.8M |
| 2012 | $266.7M | $0 | $231.1M | $805M | $576.7M |
| 2011 | $355.7M | $0 | $261.8M | $772M | $502M |
| 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 | — |
Margaret Shriver
Fund Employee
$174.6K
Hrs/Wk
3.2
Compensation
$9,540
Related Orgs
$105.9K
Other
$59.1K
| 1.1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Ed Mcwhorter Iii | Management Trustee | 0.9 | $0 | $0 | $0 | $0 |
| J Michael Carroll | Management Trustee | 0.1 | $0 | $0 | $0 | $0 |
| John Valvo | Management Trustee | 1.4 | $0 | $0 | $0 | $0 |
| Joseph Reynolds | Management Trustee | 0.4 | $0 | $0 | $0 | $0 |
| Luis Miramontes | See Schedule O | 0.7 | $0 | $0 | $0 | $0 |
| Luke Voigt | See Schedule O | 1.4 | $0 | $0 | $0 | $0 |
| Michael Stanton | See Schedule O | 1.1 | $0 | $0 | $0 | $0 |
| Scott Ambrose | Management Trustee | 0.7 | $0 | $0 | $0 | $0 |
| Timothy Jefferies | See Schedule O | 0.7 | $0 | $0 | $0 | $0 |
| Timothy Simmons | See Schedule O | 0.4 | $0 | $0 | $0 | $0 |
| William Mulconnery | See Schedule O | 1 | $0 | $0 | $0 | $0 |
Christopher O'Neill
See Schedule O
$0
Hrs/Wk
0.5
Compensation
$0
Related Orgs
$0
Other
$0
Craig Belfatto
Management Trustee
$0
Hrs/Wk
0.7
Compensation
$0
Related Orgs
$0
Other
$0
Daniel Decarlo
See Schedule O
$0
Hrs/Wk
1.1
Compensation
$0
Related Orgs
$0
Other
$0
Ed Mcwhorter Iii
Management Trustee
$0
Hrs/Wk
0.9
Compensation
$0
Related Orgs
$0
Other
$0
J Michael Carroll
Management Trustee
$0
Hrs/Wk
0.1
Compensation
$0
Related Orgs
$0
Other
$0
John Valvo
Management Trustee
$0
Hrs/Wk
1.4
Compensation
$0
Related Orgs
$0
Other
$0
Joseph Reynolds
Management Trustee
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
Luis Miramontes
See Schedule O
$0
Hrs/Wk
0.7
Compensation
$0
Related Orgs
$0
Other
$0
Luke Voigt
See Schedule O
$0
Hrs/Wk
1.4
Compensation
$0
Related Orgs
$0
Other
$0
Michael Stanton
See Schedule O
$0
Hrs/Wk
1.1
Compensation
$0
Related Orgs
$0
Other
$0
Scott Ambrose
Management Trustee
$0
Hrs/Wk
0.7
Compensation
$0
Related Orgs
$0
Other
$0
Timothy Jefferies
See Schedule O
$0
Hrs/Wk
0.7
Compensation
$0
Related Orgs
$0
Other
$0
Timothy Simmons
See Schedule O
$0
Hrs/Wk
0.4
Compensation
$0
Related Orgs
$0
Other
$0
William Mulconnery
See Schedule O
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0