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DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO DISABILITY AND SURVIVORSHIP.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$279.5M
Program Spending
0%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$302.7M
Total Assets
$45M
Total Liabilities
▼$5.2M
Net Assets
$39.8M
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$570.2K
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 2023 · 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 |
|---|---|---|---|---|---|
| 2023IRS e-File | $279.5M | $0 | $302.7M | $45M | $39.8M |
| 2022IRS e-File | $102.3M | $0 | $256.7M | $62.8M | $57.3M |
| 2021 | $121M | $0 | $239M | $488.3M | $483.5M |
| 2020 | $42.2M |
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
| Total |
|---|
| Jennifer Shay | Member, Admin Subcommittee | 1 | $0 | $0 | $0 | $0 |
Jennifer Shay
Member, Admin Subcommittee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Garrett Chase | Member, Investment Committee | 1 | $0 | $0 | $0 | $0 |
| Hearther Tardif | Member, Investment Committee (as Of 01/2024) | 1 | $0 | $0 | $0 | $0 |
| Heather Ostis | Member, Investment Committee (thru 01/2024) | 1 | $0 | $0 | $0 | $0 |
| Janet Brunk | Member, Admin Committee | 1 | $0 | $0 | $0 | $0 |
| Jp Morgan Chase | Trustee | 1 | $332.4K | $0 | $0 | $332.4K |
| Kelley Elliott |
Garrett Chase
Member, Investment Committee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Hearther Tardif
Member, Investment Committee (as Of 01/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Heather Ostis
Member, Investment Committee (thru 01/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $220.1M |
| $566.3M |
| $497M |
| 2019 | $73.4M | $0 | $211.6M | $713.8M | $643.6M |
| 2018 | $74.8M | $0 | $193.1M | $899.1M | $777.8M |
| 2017 | $191.1M | $0 | $178.7M | $1B | $867M |
| 2016 | $27.5M | $0 | $176.9M | $1B | $817.3M |
| 2015 | $96.7M | $0 | $151.2M | $1.2B | $973.3M |
| 2014 | $79.8M | $0 | $142.5M | $1.3B | $1B |
| 2013 | $79.3M | $0 | $138.1M | $1.2B | $990.7M |
| 2012 | $63.6M | $0 | $193M | $1.1B | $961.2M |
| 2011 | $147.6M | $0 | $193.9M | $1.3B | $1.1B |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| Chair, Admin Committee Member |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Kenneth W Morge | Member, Investment Committee | 1 | $0 | $0 | $0 | $0 |
| Michelle Horn | Member, Investment Committee | 1 | $0 | $0 | $0 | $0 |
| Mindy Davison | Member, Admin Committee | 1 | $0 | $0 | $0 | $0 |
| Shawn Cole | Member, Investment Committee (thru 02/2024) | 1 | $0 | $0 | $0 | $0 |
| William C Carroll | Member, Investment Committee | 1 | $0 | $0 | $0 | $0 |
Janet Brunk
Member, Admin Committee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jp Morgan Chase
Trustee
$332.4K
Hrs/Wk
1
Compensation
$332.4K
Related Orgs
$0
Other
$0
Kelley Elliott
Chair, Admin Committee Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kenneth W Morge
Member, Investment Committee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michelle Horn
Member, Investment Committee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mindy Davison
Member, Admin Committee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Shawn Cole
Member, Investment Committee (thru 02/2024)
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William C Carroll
Member, Investment Committee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0