Loading organization details...
Loading organization details...
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$462.9M
Total Contributions
$0
Total Expenses
▼$298.4M
Total Assets
$912.9M
Total Liabilities
▼$347.8M
Net Assets
$565.1M
Officer Compensation
→$6.1M
Other Salaries
$78.8M
Investment Income
$91.9M
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 |
|---|---|---|---|---|---|
| 2023IRS e-File | $462.9M | $0 | $298.4M | $912.9M | $565.1M |
| 2022 | $346.8M | $390.6K | $278.7M | $663.4M | $291.6M |
| 2021 | $299.6M | $0 | $299.6M | $744.6M | $312.8M |
| 2020 | $185M | $0 | $304.1M |
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 | |
| 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 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Margaret Franklin Cfa | Pres & CEO & Resrch Fdn Bd Mem | 40 | $1.4M | $0 | $42.9K | $1.5M |
| Steven Hendry | Chief Financial Officer | 40 | $583.7K | $0 | $66.7K | $650.4K |
| Joe Lange | Corporate Secretary | 40 | $226.8K | $0 | $52.3K | $279.1K |
| Mark Lazberger Cfa | Bog Chair | 1 | $0 | $0 | $0 | $0 |
| Heinz Hockmann Phd | Bog Vice Chair | 1 | $0 | $0 | $0 | $0 |
Margaret Franklin Cfa
Pres & CEO & Resrch Fdn Bd Mem
$1.5M
Hrs/Wk
40
Compensation
$1.4M
Related Orgs
$0
Other
$42.9K
Steven Hendry
Chief Financial Officer
$650.4K
Hrs/Wk
40
Compensation
$583.7K
Related Orgs
$0
Other
$66.7K
Joe Lange
Corporate Secretary
$279.1K
Hrs/Wk
40
Compensation
$226.8K
Related Orgs
$0
Other
$52.3K
Mark Lazberger Cfa
Bog Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Heinz Hockmann Phd
Bog Vice Chair
$0
Hrs/Wk
1
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 |
|---|---|---|---|---|---|---|
| Martin Colburn | Managing Director | 40 | $602.7K | $0 | $48.8K | $651.5K |
| Sheri Kelly | Managing Director | 40 | $576.8K | $0 | $57.6K | $634.5K |
| Paul Andrews | Managing Director | 40 | $547.1K | $0 | $57.7K | $604.8K |
| Chris Wiese | Managing Director | 40 | $537.9K | $0 | $66.5K | $604.4K |
| Paul Moody | Managing Director | 40 | $560.8K | $0 | $3,367 | $564.2K |
| Carole Crawford End 72023 |
Martin Colburn
Managing Director
$651.5K
Hrs/Wk
40
Compensation
$602.7K
Related Orgs
$0
Other
$48.8K
Sheri Kelly
Managing Director
$634.5K
Hrs/Wk
40
Compensation
$576.8K
Related Orgs
$0
Other
$57.6K
Paul Andrews
Managing Director
$604.8K
Hrs/Wk
40
Compensation
$547.1K
Related Orgs
$0
Other
$57.7K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alexander Birkin | Board Member | 1 | $0 | $0 | $0 | $0 |
| Geoffrey Ng Cfa | Board Member | 1 | $7,561 | $0 | $0 | $7,561 |
| Joanne Hill Phd | Board Member | 1 | $0 | $0 | $0 | $0 |
| Maria Wilton Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Marshall Bailey Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Mei Gao Cfa | Board Member |
Alexander Birkin
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Geoffrey Ng Cfa
Board Member
$7,561
Hrs/Wk
1
Compensation
$7,561
Related Orgs
$0
Other
$0
Joanne Hill Phd
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Nick Pollard End 92023 | Managing Director | 40 | $684K | $0 | $54.7K | $738.6K |
| Kurt Schacht Cfa End 122022 | Senior Head Adv | 40 | $557.8K | $0 | $17.1K | $574.9K |
| Leilani Hall End 52024 | Senior Head, Codes And Stand. | 40 | $406.6K | $0 | $47.4K | $454.1K |
Nick Pollard End 92023
Managing Director
$738.6K
Hrs/Wk
40
Compensation
$684K
Related Orgs
$0
Other
$54.7K
Kurt Schacht Cfa End 122022
Senior Head Adv
$574.9K
Hrs/Wk
40
Compensation
$557.8K
Related Orgs
$0
Other
$17.1K
Leilani Hall End 52024
Senior Head, Codes And Stand.
$454.1K
Hrs/Wk
40
Compensation
$406.6K
Related Orgs
$0
Other
$47.4K
| $709.8M |
| $262M |
| 2019 | $416.5M | $0 | $365.5M | $630.1M | $364M |
| 2018 | $370.1M | $318.7K | $338.1M | $579.3M | $322.9M |
| 2017 | $321.6M | $0 | $303.2M | $527.4M | $282.2M |
| 2016 | $284.6M | $0 | $270.8M | $453.4M | $241.8M |
| 2015 | $272.5M | $0 | $238.9M | $389.7M | $208.5M |
| 2014 | $259.5M | $0 | $233.3M | $368M | $203.7M |
| 2013 | $239.8M | $0 | $223.4M | $320.3M | $161.5M |
| 2012 | $231.2M | $0 | $227.8M | $302.8M | $148.7M |
| 2011 | $220.2M | $0 | $210.3M | $291.6M | $141.9M |
| 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 | — |
| 2004 | 990 | — |
| Managing Director |
| 40 |
| $516.6K |
| $0 |
| $44.8K |
| $561.5K |
| Andrew Rome | Managing Director | 40 | $480.7K | $0 | $58K | $538.7K |
| Mike Peterson | Chief Technology Officer | 40 | $412.3K | $0 | $58.9K | $471.2K |
| Sandy Peters | Senior Head, Fin. Rpt Policy | 40 | $402.6K | $0 | $58.8K | $461.4K |
| Vito Lore | Senior Head, Strategy & Plan. | 40 | $393.3K | $0 | $63.7K | $457.1K |
| Anne O'Brien | Chief Of Staff | 40 | $379.9K | $0 | $57.2K | $437.1K |
Chris Wiese
Managing Director
$604.4K
Hrs/Wk
40
Compensation
$537.9K
Related Orgs
$0
Other
$66.5K
Paul Moody
Managing Director
$564.2K
Hrs/Wk
40
Compensation
$560.8K
Related Orgs
$0
Other
$3,367
Carole Crawford End 72023
Managing Director
$561.5K
Hrs/Wk
40
Compensation
$516.6K
Related Orgs
$0
Other
$44.8K
Andrew Rome
Managing Director
$538.7K
Hrs/Wk
40
Compensation
$480.7K
Related Orgs
$0
Other
$58K
Mike Peterson
Chief Technology Officer
$471.2K
Hrs/Wk
40
Compensation
$412.3K
Related Orgs
$0
Other
$58.9K
Sandy Peters
Senior Head, Fin. Rpt Policy
$461.4K
Hrs/Wk
40
Compensation
$402.6K
Related Orgs
$0
Other
$58.8K
Vito Lore
Senior Head, Strategy & Plan.
$457.1K
Hrs/Wk
40
Compensation
$393.3K
Related Orgs
$0
Other
$63.7K
Anne O'Brien
Chief Of Staff
$437.1K
Hrs/Wk
40
Compensation
$379.9K
Related Orgs
$0
Other
$57.2K
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Oyebanji Fehintola Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Pamela Yang Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Punita Kumar-Sinha Cfa | Board Member | 1 | $8,295 | $0 | $0 | $8,295 |
| Tricia Rothschild Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Yimei Li Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
Maria Wilton Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Marshall Bailey Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Mei Gao Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Oyebanji Fehintola Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Pamela Yang Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Punita Kumar-Sinha Cfa
Board Member
$8,295
Hrs/Wk
1
Compensation
$8,295
Related Orgs
$0
Other
$0
Tricia Rothschild Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Yimei Li Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0