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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$2.1B
Program Spending
92%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$1.8B
Total Assets
$38.3B
Total Liabilities
▼$35.2B
Net Assets
$3.1B
Officer Compensation
→$13.9M
Other Salaries
$42M
Investment Income
$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 2025 · 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 | $2.1B | $0 | $1.8B | $38.3B | $3.1B |
| 2023 | $1.6B | $0 | $1.4B | $34B | $2.6B |
| 2022 | $1.3B | $0 | $983.5M | $31.2B | $2.1B |
| 2021 | $1.2B | $0 | $1B |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2025 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2024 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 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 2025)
Organization info: IRS Business Master File
| Total |
|---|
| Jonathan Andrew Don | CEO | 70 | $2.6M | $0 | $270K | $2.8M |
| Brad Captain | SVP & Chief Corporate Affairs Officer | 55 | $603.6K | $0 | $528.9K | $1.1M |
| Joel Allen | SVP And Chief Banking Officer | 55 | $673.4K | $0 | $304.7K | $978K |
| Yu Ling Wang | SVP & CFO | 65 | $650.3K | $0 | $212.7K | $863K |
| Gary A Bradbury | SVP & Chief Operating Officer | 55 | $570.2K | $0 | $188.4K | $758.5K |
| Jill Maison | SVP & Chief Relationship Management Officer | 55 | $500.4K | $0 | $230.5K | $730.9K |
| Gholam M Saleh | SVP & Chief Risk Officer | 70 | $561.5K | $0 | $101.6K | $663.1K |
| Nathan Howard | SVP & General Counsel | 55 | $495.9K | $0 | $59.1K | $555.1K |
| Amy S Luongo | Svp, Strategic Services | 50 | $424K | $0 | $95.8K | $519.8K |
Jonathan Andrew Don
CEO
$2.8M
Hrs/Wk
70
Compensation
$2.6M
Related Orgs
$0
Other
$270K
Brad Captain
SVP & Chief Corporate Affairs Officer
$1.1M
Hrs/Wk
55
Compensation
$603.6K
Related Orgs
$0
Other
$528.9K
Joel Allen
SVP And Chief Banking Officer
$978K
Hrs/Wk
55
Compensation
$673.4K
Related Orgs
$0
Other
$304.7K
Yu Ling Wang
SVP & CFO
$863K
Hrs/Wk
65
Compensation
$650.3K
Related Orgs
$0
Other
$212.7K
Gary A Bradbury
SVP & Chief Operating Officer
$758.5K
Hrs/Wk
55
Compensation
$570.2K
Related Orgs
$0
Other
$188.4K
Jill Maison
SVP & Chief Relationship Management Officer
$730.9K
Hrs/Wk
55
Compensation
$500.4K
Related Orgs
$0
Other
$230.5K
Gholam M Saleh
SVP & Chief Risk Officer
$663.1K
Hrs/Wk
70
Compensation
$561.5K
Related Orgs
$0
Other
$101.6K
Nathan Howard
SVP & General Counsel
$555.1K
Hrs/Wk
55
Compensation
$495.9K
Related Orgs
$0
Other
$59.1K
Amy S Luongo
Svp, Strategic Services
$519.8K
Hrs/Wk
50
Compensation
$424K
Related Orgs
$0
Other
$95.8K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| John Frederick Suter | Vp, Economic Research | 40 | $397.3K | $0 | $217.1K | $614.4K |
| Richard Perreault Until 62025 | VP And CIO | 40 | $475.1K | $0 | $122.9K | $598K |
| David W Olah | Vp, Portfolio Management | 50 | $398.2K | $0 | $109.2K | $507.4K |
| Lawrence Saunders | Vp, Credit Risk Management | 50 | $391.5K | $0 | $112.1K | $503.6K |
| Jonathan J Poletti | Director, Info. Systems & Deputy CIO | 40 | $367.9K | $0 | $122.2K | $490K |
John Frederick Suter
Vp, Economic Research
$614.4K
Hrs/Wk
40
Compensation
$397.3K
Related Orgs
$0
Other
$217.1K
Richard Perreault Until 62025
VP And CIO
$598K
Hrs/Wk
40
Compensation
$475.1K
Related Orgs
$0
Other
$122.9K
David W Olah
Vp, Portfolio Management
$507.4K
Hrs/Wk
50
Compensation
$398.2K
Related Orgs
$0
Other
$109.2K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Anthony Anderson Until 32025 | Former Director | 4 | $85K | $0 | $0 | $85K |
| Anthony Larson | Director | 12 | $85K | $0 | $0 | $85K |
| Barbara E Hampton | Director | 6 | $90K | $0 | $0 | $90K |
| Bradley P Janorschke | Director | 6 | $85K | $0 | $0 | $85K |
| Brent Mcrae | Secretary Treasurer | 5 | $92.9K | $0 | $0 | $92.9K |
| Bruce Everhart |
Anthony Anderson Until 32025
Former Director
$85K
Hrs/Wk
4
Compensation
$85K
Related Orgs
$0
Other
$0
Anthony Larson
Director
$85K
Hrs/Wk
12
Compensation
$85K
Related Orgs
$0
Other
$0
Barbara E Hampton
Director
$90K
Hrs/Wk
6
Compensation
$90K
Related Orgs
$0
Other
$0
| $29.6B |
| $1.4B |
| 2020 | $1.4B | $0 | $1.2B | $28.1B | $632.3M |
| 2019 | $1.4B | $0 | $1.3B | $27.1B | $1.3B |
| 2018 | $1.3B | $0 | $1.2B | $26.6B | $1.5B |
| 2017 | $1.2B | $0 | $1.1B | $25.2B | $1.1B |
| 2016 | $1.2B | $0 | $994.9M | $24.2B | $797.4M |
| 2015 | $1.1B | $0 | $1B | $22.8B | $890.5M |
| 2014 | $1.1B | $0 | $940.8M | $22.2B | $949.7M |
| 2013 | $1.2B | $0 | $1B | $22B | $805.6M |
| 2012 | $1.2B | $0 | $1.1B | $19.9B | $489.3M |
| 2011 | $1.4B | $0 | $1.2B | $20.1B | $681.7M |
| 2022 | 990 | Data |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| W Daniel Cawood |
| Vp, Portfolio Management |
| 50 |
| $363.8K |
| $0 |
| $122.4K |
| $486.2K |
| Pankaj Shah | Vp, Chief Accounting Officer | 55 | $370K | $0 | $60.2K | $430.2K |
| Kimberly Miller | VP And Deputy General Counsel | 50 | $359.7K | $0 | $57.3K | $417.1K |
| Andrew Coleman | Vp, Portfolio Management | 45 | $339.1K | $0 | $66.5K | $405.6K |
| Vu Ly | Vp, Capital Markets | 50 | $296.7K | $0 | $86.3K | $383K |
| Heesun Choi | Vp, Capital Markets Relations | 40 | $286K | $0 | $58.5K | $344.5K |
| Aamer Arshad | Vp, Portfolio Management | 40 | $239.7K | $0 | $52.7K | $292.5K |
| Matthew Augustosky | Vp, Portfolio Management | 50 | $245.7K | $0 | $16K | $261.8K |
Lawrence Saunders
Vp, Credit Risk Management
$503.6K
Hrs/Wk
50
Compensation
$391.5K
Related Orgs
$0
Other
$112.1K
Jonathan J Poletti
Director, Info. Systems & Deputy CIO
$490K
Hrs/Wk
40
Compensation
$367.9K
Related Orgs
$0
Other
$122.2K
W Daniel Cawood
Vp, Portfolio Management
$486.2K
Hrs/Wk
50
Compensation
$363.8K
Related Orgs
$0
Other
$122.4K
Pankaj Shah
Vp, Chief Accounting Officer
$430.2K
Hrs/Wk
55
Compensation
$370K
Related Orgs
$0
Other
$60.2K
Kimberly Miller
VP And Deputy General Counsel
$417.1K
Hrs/Wk
50
Compensation
$359.7K
Related Orgs
$0
Other
$57.3K
Andrew Coleman
Vp, Portfolio Management
$405.6K
Hrs/Wk
45
Compensation
$339.1K
Related Orgs
$0
Other
$66.5K
Vu Ly
Vp, Capital Markets
$383K
Hrs/Wk
50
Compensation
$296.7K
Related Orgs
$0
Other
$86.3K
Heesun Choi
Vp, Capital Markets Relations
$344.5K
Hrs/Wk
40
Compensation
$286K
Related Orgs
$0
Other
$58.5K
Aamer Arshad
Vp, Portfolio Management
$292.5K
Hrs/Wk
40
Compensation
$239.7K
Related Orgs
$0
Other
$52.7K
Matthew Augustosky
Vp, Portfolio Management
$261.8K
Hrs/Wk
50
Compensation
$245.7K
Related Orgs
$0
Other
$16K
| Director |
| 10 |
| $85K |
| $0 |
| $0 |
| $85K |
| Charles Abel Ii | Director | 4 | $85K | $0 | $0 | $85K |
| Darick Eisenbraun | Director | 8 | $85K | $0 | $0 | $85K |
| David E Felkel Until 62024 | Former Director | 5 | $36.7K | $0 | $0 | $36.7K |
| Dennis R Fulk | Director | 10 | $85K | $0 | $0 | $85K |
| Donald Bidegain | Director | 3 | $85K | $0 | $0 | $85K |
| Gordon Anthony Norton | President | 17 | $95K | $0 | $0 | $95K |
| Jared Echternach | Director | 10 | $85K | $0 | $0 | $85K |
| Jeanette Ingrid Kessler | Director (start 3/2025) | 3 | $0 | $0 | $0 | $0 |
| Jeffrey A Rehder | Director | 8 | $87.9K | $0 | $0 | $87.9K |
| John Bartley Start 62024 | Director | 5 | $52.5K | $0 | $0 | $52.5K |
| John Metcalf | Director | 6 | $85K | $0 | $0 | $85K |
| Kendall J Montgomery | Director | 11 | $85K | $0 | $0 | $85K |
| Mark Suggs | Vice President | 10 | $95K | $0 | $0 | $95K |
| Michael J Heinen | Director | 3 | $85K | $0 | $0 | $85K |
| Shane Lucas Larson | Director | 8 | $87.9K | $0 | $0 | $87.9K |
| Terry Michael Partin | Director | 10 | $75K | $0 | $0 | $75K |
| Thomas A Bailey | Director | 6 | $85K | $0 | $0 | $85K |
| Timothy S Eldridge | Director | 7 | $87.1K | $0 | $0 | $87.1K |
| William Keith Hayward | Director | 5 | $90K | $0 | $0 | $90K |
Bradley P Janorschke
Director
$85K
Hrs/Wk
6
Compensation
$85K
Related Orgs
$0
Other
$0
Brent Mcrae
Secretary Treasurer
$92.9K
Hrs/Wk
5
Compensation
$92.9K
Related Orgs
$0
Other
$0
Bruce Everhart
Director
$85K
Hrs/Wk
10
Compensation
$85K
Related Orgs
$0
Other
$0
Charles Abel Ii
Director
$85K
Hrs/Wk
4
Compensation
$85K
Related Orgs
$0
Other
$0
Darick Eisenbraun
Director
$85K
Hrs/Wk
8
Compensation
$85K
Related Orgs
$0
Other
$0
David E Felkel Until 62024
Former Director
$36.7K
Hrs/Wk
5
Compensation
$36.7K
Related Orgs
$0
Other
$0
Dennis R Fulk
Director
$85K
Hrs/Wk
10
Compensation
$85K
Related Orgs
$0
Other
$0
Donald Bidegain
Director
$85K
Hrs/Wk
3
Compensation
$85K
Related Orgs
$0
Other
$0
Gordon Anthony Norton
President
$95K
Hrs/Wk
17
Compensation
$95K
Related Orgs
$0
Other
$0
Jared Echternach
Director
$85K
Hrs/Wk
10
Compensation
$85K
Related Orgs
$0
Other
$0
Jeanette Ingrid Kessler
Director (start 3/2025)
$0
Hrs/Wk
3
Compensation
$0
Related Orgs
$0
Other
$0
Jeffrey A Rehder
Director
$87.9K
Hrs/Wk
8
Compensation
$87.9K
Related Orgs
$0
Other
$0
John Bartley Start 62024
Director
$52.5K
Hrs/Wk
5
Compensation
$52.5K
Related Orgs
$0
Other
$0
John Metcalf
Director
$85K
Hrs/Wk
6
Compensation
$85K
Related Orgs
$0
Other
$0
Kendall J Montgomery
Director
$85K
Hrs/Wk
11
Compensation
$85K
Related Orgs
$0
Other
$0
Mark Suggs
Vice President
$95K
Hrs/Wk
10
Compensation
$95K
Related Orgs
$0
Other
$0
Michael J Heinen
Director
$85K
Hrs/Wk
3
Compensation
$85K
Related Orgs
$0
Other
$0
Shane Lucas Larson
Director
$87.9K
Hrs/Wk
8
Compensation
$87.9K
Related Orgs
$0
Other
$0
Terry Michael Partin
Director
$75K
Hrs/Wk
10
Compensation
$75K
Related Orgs
$0
Other
$0
Thomas A Bailey
Director
$85K
Hrs/Wk
6
Compensation
$85K
Related Orgs
$0
Other
$0
Timothy S Eldridge
Director
$87.1K
Hrs/Wk
7
Compensation
$87.1K
Related Orgs
$0
Other
$0
William Keith Hayward
Director
$90K
Hrs/Wk
5
Compensation
$90K
Related Orgs
$0
Other
$0