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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$95.1M
Program Spending
77%
of total expenses go to program services
Total Contributions
$26.2M
Total Expenses
▼$65.4M
Total Assets
$4.6B
Total Liabilities
▼$108.6M
Net Assets
$4.5B
Officer Compensation
→$4M
Other Salaries
$5M
Investment Income
$86.1M
Fundraising
▼$48.4K
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)
Total Audits
2
Clean Audits
2
Material Weakness
No
Noncompliance Issues
No
| Year | Status | Financial Report | Federal Expenditure | Low Risk | Accepted |
|---|---|---|---|---|---|
| 2020 | Clean | Unmodified (Clean) | $880.3K | No | 2021-04-15 |
| 2019 | Clean | Unmodified (Clean) | $843.7K | No | 2020-06-17 |
Financial Report
Unmodified (Clean)
Federal Expenditure
$880.3K
Financial Report
Unmodified (Clean)
Federal Expenditure
$843.7K
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: 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 | $95.1M | $26.2M | $65.4M | $4.6B | $4.5B |
| 2022 | $189.1M | $41M | $46.7M | $3.4B | $3.4B |
| 2021 | $259.7M | $18M | $44M | $3.2B | $3.2B |
| 2020 | $88.1M | $15.6M | $47.3M |
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
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Rick W Merrill | President/ceo | 8 | $551.1K | $2.2M | $550.1K | $3.3M |
| B Anthony Bagwell | Svp, Ciio | 40 | $1.8M | $0 | $218.4K | $2M |
| Stephen W Kimmel | Evp, Sys Finance | 2 | $60.9K | $1.2M | $175.4K | $1.4M |
| Joseph M Gallagher | Svp, Chief Legal Officer | 1 | $0 | $884K | $138.9K | $1M |
| Cory R Rhoades | Chief Financial Officer | 2 | $0 | $866.2K | $136.2K | $1M |
| Grant W Harris | Svp, Chief Development Officer | 40 | $654.8K | $0 | $115.1K | $769.9K |
| Spencer D Seals | VP Construction & Real Estate | 2 | $0 | $403.5K | $84.8K | $488.2K |
| Mary Cara Martz | Secretary | 1 | $0 | $183.9K | $21.1K | $205K |
| Belen M Garren | Trustee - Sec/treasurer | 2 | $0 | $0 | $0 | $0 |
| Peter L Philpott | Trustee - Chairman | 2 | $0 | $0 | $0 | $0 |
| Rick Sorenson | Trustee - Vice Chair | 2 | $0 | $0 | $0 | $0 |
Rick W Merrill
President/ceo
$3.3M
Hrs/Wk
8
Compensation
$551.1K
Related Orgs
$2.2M
Other
$550.1K
B Anthony Bagwell
Svp, Ciio
$2M
Hrs/Wk
40
Compensation
$1.8M
Related Orgs
$0
Other
$218.4K
Stephen W Kimmel
Evp, Sys Finance
$1.4M
Hrs/Wk
2
Compensation
$60.9K
Related Orgs
$1.2M
Other
$175.4K
Joseph M Gallagher
Svp, Chief Legal Officer
$1M
Hrs/Wk
1
Compensation
$0
Related Orgs
$884K
Other
$138.9K
Cory R Rhoades
Chief Financial Officer
$1M
Hrs/Wk
2
Compensation
$0
Related Orgs
$866.2K
Other
$136.2K
Grant W Harris
Svp, Chief Development Officer
$769.9K
Hrs/Wk
40
Compensation
$654.8K
Related Orgs
$0
Other
$115.1K
Spencer D Seals
VP Construction & Real Estate
$488.2K
Hrs/Wk
2
Compensation
$0
Related Orgs
$403.5K
Other
$84.8K
Mary Cara Martz
Secretary
$205K
Hrs/Wk
1
Compensation
$0
Related Orgs
$183.9K
Other
$21.1K
Belen M Garren
Trustee - Sec/treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Peter L Philpott
Trustee - Chairman
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Rick Sorenson
Trustee - Vice Chair
$0
Hrs/Wk
2
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 |
|---|---|---|---|---|---|---|
| Priti Mody | Managing Director | 40 | $921.8K | $0 | $17.3K | $939.1K |
| Dayle Lowry | Investment Operations Mgr | 40 | $328.6K | $0 | $26.8K | $355.5K |
| Christopher Tindell | Investment Manager | 40 | $282.8K | $0 | $33.5K | $316.3K |
| Kimberly Mcginnis | Vice President | 40 | $258.8K | $0 | $53.1K | $311.9K |
| Jennifer Johnson | Avp Donor Relations | 40 | $236K | $0 | $26K | $261.9K |
| Drew Smith |
Priti Mody
Managing Director
$939.1K
Hrs/Wk
40
Compensation
$921.8K
Related Orgs
$0
Other
$17.3K
Dayle Lowry
Investment Operations Mgr
$355.5K
Hrs/Wk
40
Compensation
$328.6K
Related Orgs
$0
Other
$26.8K
Christopher Tindell
Investment Manager
$316.3K
Hrs/Wk
40
Compensation
$282.8K
Related Orgs
$0
Other
$33.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Andrew J Rosell | Trustee | 1 | $0 | $0 | $0 | $0 |
| Andrew P Lombardi | Trustee | 1 | $0 | $0 | $0 | $0 |
| Ashli Blumenfeld | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 |
| Benjamin A Rosenthal | Trustee Start 6/1/24 | 1 | $0 | $0 | $0 | $0 |
| Brian C Crumley | Trustee | 1 | $0 | $0 | $0 | $0 |
| Brian C Newby | Trustee |
Andrew J Rosell
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Andrew P Lombardi
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Ashli Blumenfeld
Trustee End 5/31/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $2.2B |
| $2.2B |
| 2019 | $80.4M | $20.5M | $43.2M | $2B | $2B |
| 2018 | $156.1M | $39.3M | $47.3M | $2B | $1.9B |
| 2017 | $76.6M | $19.2M | $45.3M | $1.7B | $1.7B |
| 2016 | $52.6M | $28.3M | $29.8M | $1.5B | $1.5B |
| 2015 | $66.5M | $18.5M | $19.2M | $1.4B | $1.4B |
| 2014 | $50.2M | $14.7M | $17.4M | $1.2B | $1.2B |
| 2013 | $68.5M | $19.8M | $16.9M | $1.1B | $1.1B |
| 2012 | $60.5M | $16.3M | $57.1M | $861.6M | $859.3M |
| 2011 | $45.7M | $16.1M | $10.8M | $745M | $742.8M |
| 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 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| Senior Investment Analyst |
| 40 |
| $194.8K |
| $0 |
| $9,747 |
| $204.5K |
| Jamye Shaffer | Manager, Investment Operations | 40 | $173.7K | $0 | $30.5K | $204.2K |
| Martha Mattox | Avp, Major Gifts | 40 | $169.8K | $0 | $9,975 | $179.8K |
Kimberly Mcginnis
Vice President
$311.9K
Hrs/Wk
40
Compensation
$258.8K
Related Orgs
$0
Other
$53.1K
Jennifer Johnson
Avp Donor Relations
$261.9K
Hrs/Wk
40
Compensation
$236K
Related Orgs
$0
Other
$26K
Drew Smith
Senior Investment Analyst
$204.5K
Hrs/Wk
40
Compensation
$194.8K
Related Orgs
$0
Other
$9,747
Jamye Shaffer
Manager, Investment Operations
$204.2K
Hrs/Wk
40
Compensation
$173.7K
Related Orgs
$0
Other
$30.5K
Martha Mattox
Avp, Major Gifts
$179.8K
Hrs/Wk
40
Compensation
$169.8K
Related Orgs
$0
Other
$9,975
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Dale F Klose | Trustee Start 6/1/24 | 1 | $0 | $0 | $0 | $0 |
| Frost R Prioleau | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 |
| Hadley Woerner | Trustee | 1 | $0 | $0 | $0 | $0 |
| Harlington Peter Ku Dds | Trustee | 1 | $0 | $0 | $0 | $0 |
| James E Webb | Trustee | 1 | $0 | $0 | $0 | $0 |
| James Matthew Johnson | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 |
| Jerry R Conatser | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 |
| John Merrifield | Trustee | 1 | $0 | $0 | $0 | $0 |
| Jon S Brumley | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 |
| Karl Biggs | Trustee | 1 | $0 | $0 | $0 | $0 |
| Kathryn S Wells | Trustee Start 6/1/24 | 1 | $0 | $0 | $0 | $0 |
| Kenneth Hampton | Trustee | 1 | $0 | $0 | $0 | $0 |
| Laura Bird | Trustee | 1 | $0 | $0 | $0 | $0 |
| Lisa H Jamieson | Trustee End 5/31/24 | 1 | $0 | $0 | $0 | $0 |
| Michael M Gonzalez Sr | Trustee | 1 | $0 | $0 | $0 | $0 |
| Michael R Dike | Trustee | 1 | $0 | $0 | $0 | $0 |
| Michael R Pavell | Trustee | 1 | $0 | $0 | $0 | $0 |
| R Kyle Kight | Trustee | 1 | $0 | $0 | $0 | $0 |
| R Russell Morton | Trustee | 1 | $0 | $0 | $0 | $0 |
| Rachel R Werner | Trustee | 1 | $0 | $0 | $0 | $0 |
| Richard W Dyess | Trustee | 1 | $0 | $0 | $0 | $0 |
| Roger P Marcincuk Jr | Trustee | 1 | $0 | $0 | $0 | $0 |
| Rosalind Evans | Trustee | 1 | $0 | $0 | $0 | $0 |
| Victoria Puente-Peters | Trustee | 1 | $0 | $0 | $0 | $0 |
| Wally Jones | Trustee | 1 | $0 | $0 | $0 | $0 |
| William Butler | Trustee | 1 | $0 | $0 | $0 | $0 |
| William E Bailey | Trustee | 1 | $0 | $0 | $0 | $0 |
| William Jackson Rattikin Iii | Trustee | 1 | $0 | $0 | $0 | $0 |
| Willie Houston Iii | Trustee | 1 | $0 | $0 | $0 | $0 |
Benjamin A Rosenthal
Trustee Start 6/1/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Brian C Crumley
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Brian C Newby
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dale F Klose
Trustee Start 6/1/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Frost R Prioleau
Trustee End 5/31/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Hadley Woerner
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Harlington Peter Ku Dds
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James E Webb
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
James Matthew Johnson
Trustee End 5/31/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jerry R Conatser
Trustee End 5/31/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Merrifield
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jon S Brumley
Trustee End 5/31/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Karl Biggs
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kathryn S Wells
Trustee Start 6/1/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kenneth Hampton
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Laura Bird
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lisa H Jamieson
Trustee End 5/31/24
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael M Gonzalez Sr
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael R Dike
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael R Pavell
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
R Kyle Kight
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
R Russell Morton
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rachel R Werner
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard W Dyess
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Roger P Marcincuk Jr
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Rosalind Evans
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Victoria Puente-Peters
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Wally Jones
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William Butler
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William E Bailey
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
William Jackson Rattikin Iii
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Willie Houston Iii
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0