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Serc Reliability Corporation

  • Charlotte, NC
  • Tax-exempt since Nov. 2014
  • EIN: 20-3311003

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$33.2M (2023)

Expenses
$28.9M (2023)

Total Assets
$21.7M (2023)

Total Liabilities
$6.68M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,179,989
Expenses
$28,937,902
Net Income
$4,242,087
Net Assets
$15,060,034
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $32,531,176
98.0%
Investment Income $648,270
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $543
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,963,296
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $16,386,791
56.6%
Assets/Debt
Total Assets $21,744,979
Total Liabilities $6,684,945
Net Assets $15,060,034
Compensation
Key Employees and Officers Compensation Related Other
Jason Blake (President/Ceo) $688,172 $0 $78,378
Timothy Ponseti (Vice President Operations) $456,956 $0 $70,952
Holly Hawkins (Vp General Counsel & Corporate Secretary) $401,971 $0 $47,019
George Krogstie (Cfo & Corporate Treasurer) $343,664 $0 $78,705
Brian Thumm (Vp Improvement & Risk) $321,133 $0 $66,421
Melinda Montgomery (Sr Director Advanced Analytics & Technical Servi) $309,366 $0 $56,315
Stephen Brown (Director Cyber & Physical Security) $245,083 $0 $62,507
William Peterson (Director Entity Development & Communication) $240,668 $0 $68,033
Edward Franks (Director Reliability Assurance) $236,536 $0 $60,142
Todd Curl (Senior Manager Risk Awareness & Oversight) $235,117 $0 $57,010
Lonni Dieck (Lead Independent Director) $139,462 $0 $0
Deborah Wheeler (Independent Director) $131,952 $0 $0
Shirley Bloomfield (Independent Director) $128,826 $0 $0
Pandelis Xanthakos (Chair) $0 $0 $0
Lisa Johnson (Vice Chair) $0 $0 $0
Adrianne Collins (Director) $0 $0 $0
Bob Dalrymple (Director) $0 $0 $0
Christopher Peters (Director) $0 $0 $0
Doug Lego (Director) $0 $0 $0
Eric Laverty (Director) $0 $0 $0
Greg Ford (Director) $0 $0 $0
Kevin Walz (Director) $0 $0 $0
Ricky Erixton (Director) $0 $0 $0
Roger Clark (Director) $0 $0 $0
Stacy Dachoda (Director) $0 $0 $0
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990
Filed on Nov. 21, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,641,199
Expenses
$26,530,480
Net Income
$110,719
Net Assets
$10,694,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,522,464
99.6%
Investment Income $122,754
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,019
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,745,706
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $14,199,621
53.5%
Assets/Debt
Total Assets $17,708,627
Total Liabilities $7,013,757
Net Assets $10,694,870
Compensation
Key Employees and Officers Compensation Related Other
Jason Blake (President/Ceo) $648,623 $0 $83,357
Timothy Ponseti (Vice President Operations) $428,162 $0 $79,527
Holly Hawkins (Vice President General Counsel & Corporate Secre) $364,465 $0 $51,891
Brian Thumm (Vice President Performance Improvement & Risk Ma) $306,951 $0 $58,621
George Krogstie (Cfo & Corporate Treasurer) $302,589 $0 $64,201
Melinda Montgomery (Sr Director Advanced Analytics & Technical Servi) $298,495 $0 $50,316
William Peterson (Sr. Manager Outreach & Training) $278,749 $0 $55,162
Stephen Brown (Director Cyber & Physical Security) $235,469 $0 $52,375
Todd Curl (Senior Manager Risk Awareness & Oversight) $228,213 $0 $49,562
Jimmy Cline (Managing Counsel) $225,066 $0 $33,724
Lonni Dieck (Lead Independent Director) $125,000 $0 $0
Deborah Wheeler (Independent Director) $117,500 $0 $0
Shirley Bloomfield (Independent Director) $110,000 $0 $0
Todd Hillman Midcontinent Indepen (Chair) $0 $0 $0
Pandelis Xanthakos Dominion Energ (Vice Chair) $0 $0 $0
Roger Clark (Director) $0 $0 $0
Adrianne Collins (Director) $0 $0 $0
Ricky Erixton (Director) $0 $0 $0
Greg Ford (Director) $0 $0 $0
Venona Greaff (Director) $0 $0 $0
Virgil Hobbs (Director) $0 $0 $0
Lisa Johnson (Director) $0 $0 $0
Eric Laverty (Director) $0 $0 $0
Doug Lego (Director) $0 $0 $0
Tim Lyons (Director) $0 $0 $0
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990
Filed on Sept. 26, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,718,150
Expenses
$24,696,687
Net Income
$1,021,463
Net Assets
$10,629,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,689,279
99.9%
Investment Income $35,887
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,016
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,716,884
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $13,384,046
54.2%
Assets/Debt
Total Assets $16,241,101
Total Liabilities $5,611,717
Net Assets $10,629,384
Compensation
Key Employees and Officers Compensation Related Other
Jason Blake (President/Ceo) $722,588 $0 $79,653
Timothy Ponseti (Vice President Operations) $400,111 $0 $76,324
Holly Hawkins (Vice President General Counsel & Corporate Secre) $345,036 $0 $49,577
Brian Thumm (Vice President Performance Improvement & Risk Ma) $290,127 $0 $56,197
Melinda Montgomery (Sr Director Advanced Analytics & Technical Servi) $289,274 $0 $48,333
George Krogstie (Cfo & Corporate Treasurer) $282,575 $0 $60,662
Andrew Williamson (Director Reliability Assurance) $247,514 $0 $56,396
Jimmy Cline (Managing Counsel) $222,470 $0 $32,872
William Peterson (Manager Outreach & Training) $222,330 $0 $50,069
Todd Curl (Senior Manager Risk Awareness & Oversight) $220,971 $0 $47,884
Lonni Dieck (Lead Independent Director) $125,000 $0 $0
Deborah Wheeler (Independent Director) $117,500 $0 $0
Shirley Bloomfield (Independent Director) $110,000 $0 $0
Todd Hillman Midcontinent Indepen (Chair) $0 $0 $0
Pandelis Xanthakos Dominion Energ (Vice Chair) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Brad Cox Tenaska Power Service Co (Director) $0 $0 $0
James R Dalrymple Tennessee Valle (Director) $0 $0 $0
Ricky Erixton Jea (Director) $0 $0 $0
Greg Ford Georgia System Operatio (Director) $0 $0 $0
Venona Greaff Occidental Chemical (Director) $0 $0 $0
Lisa Johnson Seminole Electric Co (Director) $0 $0 $0
Doug Lego Municipal Electric Auth (Director) $0 $0 $0
Tim Lyons Owensboro Ky Municipal (Director) $0 $0 $0
Manny Miranda Florida Power Light (Director) $0 $0 $0
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990
Filed on Sept. 27, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,369,403
Expenses
$23,335,923
Net Income
$33,480
Net Assets
$9,623,621
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,267,738
99.6%
Investment Income $103,153
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,488
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,176,214
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $12,697,529
54.4%
Assets/Debt
Total Assets $14,770,754
Total Liabilities $5,147,133
Net Assets $9,623,621
Compensation
Key Employees and Officers Compensation Related Other
Jason Blake (President/Ceo) $609,788 $0 $79,010
Timothy Ponseti (Vice President Operations) $389,173 $0 $73,997
Holly Hawkins (Vice President General Counsel & Corporate Secre) $327,934 $0 $48,299
Brian Thumm (Vice President Performance Improvement & Risk Ma) $282,072 $0 $55,122
Melinda Montgomery (Sr Director Advanced Analytics & Technical Servi) $279,133 $0 $46,093
George Krogstie (Cfo & Corporate Treasurer) $255,498 $0 $55,320
John Odom (Principal Consultant) $242,283 $0 $50,561
Andrew Williamson (Director Reliability Assurance) $218,990 $0 $51,970
Todd Curl (Senior Manager Compliance Monitoring) $214,494 $0 $46,325
Jimmy Cline (Managing Counsel) $213,283 $0 $32,730
Greg Ford Georgia System Operatio (Chair) $0 $0 $0
Todd Hillman Midcontinent Indepen (Vice Chair) $0 $0 $0
Pandelis Xanthakos' Dominion Ener (Secretary Treasurer) $0 $0 $0
Jeff Walker Aces (Director) $0 $0 $0
Mark Ennis Alabama Municipal Elec (Director) $0 $0 $0
Shawn Schukar Ameren Services Com (Director) $0 $0 $0
Buddy Hasten Arkansas Electric Co (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Brad Hiers City Of Bartow (Director) $0 $0 $0
Allen Putnam Beaches Energy Servi (Director) $0 $0 $0
Mike Chambliss Big Rivers Electri (Director) $0 $0 $0
Steve Eckert Brookfield Smoky Mou (Director) $0 $0 $0
Brett Kruse Calpine Energy Serice (Director) $0 $0 $0
Brad Chase City Of Leesburg (Director) $0 $0 $0
Terry Whitmore Cleco Corporate Ho (Director) $0 $0 $0
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990
Filed on Sept. 29, 2021

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,098,021
Expenses
$21,224,074
Net Income
$4,873,947
Net Assets
$9,591,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,138,621
> 100%
Investment Income $64,759
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$105,359
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,205,240
10.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,330,449
48.7%
Assets/Debt
Total Assets $14,467,278
Total Liabilities $4,875,566
Net Assets $9,591,712
Compensation
Key Employees and Officers Compensation Related Other
Jason Blake (President/Ceo) $441,130 $0 $72,325
Timothy Ponseti (Vice President Operations) $433,365 $0 $76,751
Holly Hawkins (Vice President General Counsel) $308,513 $0 $36,599
Brian Thumm (Vice President Performance Improvement & Risk) $280,029 $0 $54,469
Melinda Montgomery (Senior Director Advanced Analytics) $278,584 $0 $47,262
George Krogstie (Cfo & Corporate Treasurer) $227,965 $0 $53,213
August Mcclaine (Former Corporate Secretary) $217,941 $0 $2,940
Todd Curl (Senior Manager Compliance Monitoring) $210,527 $0 $44,573
William Peterson (Manager Outreach & Training) $209,238 $0 $46,927
Jimmy Cline (Managing Counsel) $206,255 $0 $31,102
Michael Vastano (Senior Auditor O & P) $200,479 $0 $28,292
Gary Taylor (Former President/Ceo) $170,265 $0 $9,924
Greg Ford Georgia System Operatio (Chair) $0 $0 $0
Todd Hillman Midcontinent Indepen (Vice Chair) $0 $0 $0
Pandelis Xanthakos South Carolina (Secretary Treasurer) $0 $0 $0
Mark Ennis Alabama Municipal Elec (Director) $0 $0 $0
Matthew Fullerton Alcoa Power Gen (Director) $0 $0 $0
Shawn Schukar Ameren Services Com (Director) $0 $0 $0
Brad Hiers City Of Bartow (Director) $0 $0 $0
Allen Putnam Beaches Energy Servi (Director) $0 $0 $0
Mike Chambliss Big Rivers Electri (Director) $0 $0 $0
Steve Eckert Brookfield Smoky Mou (Director) $0 $0 $0
Brett Kruse Calpine Energy Serice (Director) $0 $0 $0
Tad Johnsen City Of Columbia Mo (Director) $0 $0 $0
Brad Chase City Of Leesburg (Director) $0 $0 $0
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990
Filed on Oct. 30, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,890,758
Expenses
$17,289,540
Net Income
$1,601,218
Net Assets
$3,763,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,886,065
100.0%
Investment Income $4,693
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,736,634
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $7,889,656
45.6%
Assets/Debt
Total Assets $8,654,532
Total Liabilities $4,890,796
Net Assets $3,763,736
Compensation
Key Employees and Officers Compensation Related Other
Gary Taylor (Former President/Ceo) $660,787 $0 $57,924
Timothy Ponseti (Vice President Operation) $371,133 $0 $67,978
Holly Hawkins (General Counsel) $266,400 $0 $31,868
Brian Thumm (Senior Director Complian) $257,610 $0 $51,017
Erin Kwon (Director Human Resources) $219,732 $0 $40,049
James Mcgrane (Manager Entity Assessment & Mitigation) $208,000 $0 $37,234
Melinda Montgomery (Senior Director Advanced Analytic & Tech Service) $207,500 $0 $38,579
William Peterson (Manager Entity Assistance) $205,000 $0 $46,035
August Mcclaine (Corporate Secretary) $203,000 $0 $34,921
George Krogstie (Director Finance) $190,000 $0 $46,659
Jason Blake (President/Ceo) $101,515 $0 $2,716
Greg Ford Georgia System Operatio (Chair) $0 $0 $0
Todd Hillman Midcontinent Indepen (Vice Chair) $0 $0 $0
Pandelis Xanthakos South Carolina (Secretary Treasurer) $0 $0 $0
Ben Engelby Aces (Director) $0 $0 $0
Mark Ennis Alabama Municipal Elec (Director) $0 $0 $0
Katherine Prewitt Southern Compan (Director) $0 $0 $0
Matthew Fullerton Alcoa Power Gen (Director) $0 $0 $0
Shawn Schukar Ameren Services Com (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Mike Chambliss Big Rivers Electri (Director) $0 $0 $0
Steve Eckert Brookfield Renewable (Director) $0 $0 $0
Brett Kruse Calpine Energy Servic (Director) $0 $0 $0
Tad Johnsen City Of Columbia Mo (Director) $0 $0 $0
Nathan L Brown Cooperative Energy (Director) $0 $0 $0
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990
Filed on Oct. 28, 2019

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,167,131
Expenses
$16,705,633
Net Income
-$538,502
Net Assets
$2,162,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,161,762
100.0%
Investment Income $5,369
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,122,367
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $8,184,193
49.0%
Assets/Debt
Total Assets $6,622,094
Total Liabilities $4,459,576
Net Assets $2,162,518
Compensation
Key Employees and Officers Compensation Related Other
Gary Taylor (President/Ceo) $585,386 $0 $51,939
Napoleon Johnson (Senior Director Program Services) $272,328 $0 $41,047
Holly Hawkins (General Counsel) $266,750 $0 $27,454
Brian Thumm (Senior Director Compliance & Reliability) $253,000 $0 $38,402
Robert Scott Henry (Former President/Ceo) $227,326 $0 $0
Erin Kwon (Director Human Resources) $221,125 $0 $27,665
Walter Curl (Senior Manager Compliance Monitoring) $190,789 $0 $32,122
Edward Franks (Manager Technical Services) $187,740 $0 $28,825
August Mcclaine (Corporate Secretary) $181,479 $0 $22,695
Timothy Ponseti (Vice President Operations) $148,583 $0 $19,221
George Krogstie (Director Finance) $94,318 $0 $18,746
Greg Ford Georgia System Operatio (Chair) $0 $0 $0
Todd Hillman Midcontinent Indepen (Vice Chair) $0 $0 $0
Pandelis Xanthakos South Carolina (Secretary Treasurer) $0 $0 $0
Ben Engelby Aces (Director) $0 $0 $0
Mark Ennis Alabama Municipal Elec (Director) $0 $0 $0
Katherine Prewitt Southern Compan (Director) $0 $0 $0
Matthew Fullerton Alcoa Power Gen (Director) $0 $0 $0
Dennis Kramer Ameren Services Com (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Mike Chambliss Big Rivers Electri (Director) $0 $0 $0
Steve Eckert Brookfield Renewable (Director) $0 $0 $0
Brett Kruse Calpine Energy Servic (Director) $0 $0 $0
Tad Johnsen City Of Columbia Mo (Director) $0 $0 $0
John Davis City Of Springfield Il (Director) $0 $0 $0
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990
Filed on Oct. 23, 2018

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Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,066,066
Expenses
$16,842,091
Net Income
-$1,776,025
Net Assets
$2,701,020
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,932,121
92.5%
Investment Income $4,376
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,129,569
7.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,463,582
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $8,469,993
50.3%
Assets/Debt
Total Assets $6,745,411
Total Liabilities $4,044,391
Net Assets $2,701,020
Compensation
Key Employees and Officers Compensation Related Other
Robert Scott Henry (President/ Ceo Until 6/8/16) $497,162 $0 $36,684
Gary Taylor (President/Ceo (Former Vp & Coo)) $401,267 $0 $51,139
Carter Edge (Remg Direcor) $308,295 $0 $55,816
Napoleon Johnson (Sr. Director, Program Services) $218,245 $0 $50,334
Jennifer Kelly (Dir. Of Finance Until 9/8/16) $217,935 $0 $23,051
Marisa Sifontes (General Counsel Until 4/15/16) $215,964 $0 $20,381
Brian Thumm (Sr. Director, Compliance & Reliability) $211,429 $0 $43,694
Joe Spencer (Sr. Reliability Engineer) $185,854 $0 $33,992
Janice Carney (Sr. Compliance Engineer) $177,765 $0 $39,832
Greg Ford Georgia System Operatio (Chair) $0 $0 $0
Tim Ponseti Tennessee Valley Auth (Vice Chair) $0 $0 $0
Marion Lucas Alcoa Power Generatin (Secretary Treasurer) $0 $0 $0
Jason Marshall Aces Power Marketin (Director) $0 $0 $0
Mark Ennis Alabama Municipal Elec (Director) $0 $0 $0
Katherine Prewitt Alabama Power C (Director) $0 $0 $0
Marion Lucas Alcoa Power Generatin (Director) $0 $0 $0
Maureen Borkowski Ameren Services (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Mike Chambliss Big Rivers Electric (Director) $0 $0 $0
Steve Eckert Brookfield Renewable (Director) $0 $0 $0
Brett Kruse Calpine Energy Service (Director) $0 $0 $0
Tad Johnson City Of Columbia Mo (Director) $0 $0 $0
Nelson Peeler Duke Energy Carolina (Director) $0 $0 $0
Dan Roethemeyer Dynergy Inc (Director) $0 $0 $0
Denver York East Kentucky Power Co (Director) $0 $0 $0
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990
Filed on Oct. 27, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,067,303
Expenses
$15,928,384
Net Income
$138,919
Net Assets
$4,477,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,915,544
86.6%
Investment Income $4,827
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,146,932
13.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,320,642
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $7,443,529
46.7%
Assets/Debt
Total Assets $8,174,625
Total Liabilities $3,697,580
Net Assets $4,477,045
Compensation
Key Employees and Officers Compensation Related Other
Robert Scott Henry (President/ Ceo) $441,667 $0 $78,034
Marisa Sifontes (General Counsel) $265,096 $0 $59,920
Gary Taylor (Vice President/Coo) $265,050 $0 $22,650
Carter Edge (Director Of Coordinated Activities) $219,645 $0 $54,122
Jennifer Kelly (Dir. Of Finance) $200,317 $0 $42,427
Joe Spencer (Liason) $182,486 $0 $39,209
Janice Carney (Senior Compliance Engineer) $172,611 $0 $37,161
Mark Ladrow (Senior Compliance Assessment Engineer) $171,029 $0 $43,903
Mike Vastano (Senior Compliance Auditor) $170,970 $0 $25,976
Jason Marshall Aces Power Marketin (Director) $0 $0 $0
Ray Phillips Alabama Municipal El (Director) $0 $0 $0
Maureen Borkowski Ameren Services (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Mike Chambliss Big Rivers Electric (Director) $0 $0 $0
Steve Eckert Brookfield Renewable (Director) $0 $0 $0
Brett Kruse Calpine Energy Service (Director) $0 $0 $0
Tad Johnson City Of Columbia Mo (Director) $0 $0 $0
Cliff Evans Cogentrix Energy Power (Director) $0 $0 $0
Nelson Peeler Duke Energy Carolina (Director) $0 $0 $0
Dan Roethemeyer Dynergy Inc (Director) $0 $0 $0
Denver York East Kentucky Power Co (Director) $0 $0 $0
Roy Jones Electri Cities Of North (Director) $0 $0 $0
Jim Schott Entergy (Director) $0 $0 $0
David Trego Fayetteville Public W (Director) $0 $0 $0
Silvia Parada Mitchell Florida Po (Director) $0 $0 $0
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990
Filed on Oct. 4, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,331,245
Expenses
$15,404,625
Net Income
$926,620
Net Assets
$4,338,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,734,499
84.1%
Investment Income $2,054
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,594,692
15.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,275,412
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $7,419,375
48.2%
Assets/Debt
Total Assets $9,207,473
Total Liabilities $4,869,347
Net Assets $4,338,126
Compensation
Key Employees and Officers Compensation Related Other
Robert Scott Henry (President/Ceo) $439,774 $0 $57,240
Marisa Sifontes (Corporate Secretary/General Couunsel) $256,897 $0 $42,716
John Twitchell (Vice President/Cpo) $232,731 $0 $25,463
Carter Edge (Dir. Of Coordinated Activities) $223,035 $0 $53,223
Andrea Koch (Dir. Compliance And Analytics) $200,942 $0 $31,526
Jennifer Kelly (Dir. Of Finance And Administrative Services) $184,101 $0 $36,490
Joe Spencer (Manager Reliability Services) $180,026 $0 $38,154
Mark Ladrow (Sr. Compliance Assessment Engineer) $171,547 $0 $28,547
Janice Carney (Sr. Compliance Engineer) $170,056 $0 $37,287
Jason Marshall Aces Power Marketin (Director) $0 $0 $0
Ray Phillips Alabama Municipal El (Director) $0 $0 $0
Bob Schaffeld Southern Company Se (Director) $0 $0 $0
Maureen Borkowski Ameren Services (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Steve Eckert Brookfield Renewable (Director) $0 $0 $0
Brett Kruse Calpine Energy Servic (Director) $0 $0 $0
Tad Johnsen City Of Columbia Md (Director) $0 $0 $0
Eric Hobbie City Of Springfield I (Director) $0 $0 $0
Cliff Evans Cogentrix Energy Powe (Director) $0 $0 $0
Gregg Pakela Dte Energy Trading I (Director) $0 $0 $0
Dan Roethemeyer Dynegy Inc (Director) $0 $0 $0
Denver York East Kentucky Power C (Director) $0 $0 $0
Roy Jones Electricities Of North (Director) $0 $0 $0
Larry Rodriquez Union Pwer Partne (Director) $0 $0 $0
Richard Riley Entergy (Director) $0 $0 $0
See filing for compensation of 30 other people →
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Document Links

990
Filed on Sept. 15, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,295,142
Expenses
$15,543,301
Net Income
-$1,248,159
Net Assets
$3,411,506
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,829,878
96.7%
Investment Income $1,271
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $463,993
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,286,850
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $7,889,235
50.8%
Assets/Debt
Total Assets $8,589,317
Total Liabilities $5,177,811
Net Assets $3,411,506
Compensation
Key Employees and Officers Compensation Related Other
R Scott Henry (President/Ceo) $417,747 $0 $65,207
John Twitchell (Vice President/Cpo) $267,533 $0 $36,442
Marisa Sifontes (General Counsel/Corporate Secretary) $248,846 $0 $41,555
Carter Edge (Director Of Coordinated Activities) $215,764 $0 $49,371
Kenneth B Keels (Director Of Compliance) $198,644 $0 $26,893
Andrea Koch (Director Of Compliance And Analytics) $187,307 $0 $15,865
Jennifer Kelly (Director Of Finance & Hr) $177,022 $0 $32,498
Joe Spencer (Supervisor, Reliability Services) $174,772 $0 $33,559
Ben Crisp (Dir. Reliability Assessments/Services) $169,749 $0 $23,152
Jason Marshall Aces Power Marketi (Director) $0 $0 $0
Maureen Borkowski Ameren Services (Director) $0 $0 $0
Roger Clark Associated Electric C (Director) $0 $0 $0
Brett Kruse Calpine Enegery Servi (Director) $0 $0 $0
Tad Johnsen City Of Columbia Mo (Director) $0 $0 $0
Eric Hobbie City Of Springfield I (Director) $0 $0 $0
Cliff Evans Cogentrix Energy Llc (Director) $0 $0 $0
Cj Ingersoll Constellation Energy (Director) $0 $0 $0
Dennis Boyd Customer (Director) $0 $0 $0
Gregg Pakela Dte Energy Trading I (Director) $0 $0 $0
Nelson Peeler Duke Energy Carolin (Director) $0 $0 $0
Caren Anders Duke Energy Progress (Director) $0 $0 $0
Dan Roethemeyer Dynegy Inc (Director) $0 $0 $0
Denver York East Kentucky Power C (Director) $0 $0 $0
Mike Pullen Electric Energy Inc (Director) $0 $0 $0
Larry Rodriguez Entegra Power Gro (Director) $0 $0 $0
See filing for compensation of 32 other people →
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990
Filed on Aug. 11, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,627,836
Expenses
$13,243,230
Net Income
$2,384,606
Net Assets
$4,659,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,845,275
95.0%
Investment Income $7,665
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $774,896
5.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,879,524
51.9%
Assets/Debt
Total Assets $7,663,610
Total Liabilities $3,003,945
Net Assets $4,659,665

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,896,311
Expenses
$11,407,576
Net Income
$488,735
Net Assets
$2,275,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,671,508
89.7%
Investment Income $8,105
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,216,698
10.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $714,880
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $6,123,899
53.7%
Assets/Debt
Total Assets $4,326,502
Total Liabilities $2,051,443
Net Assets $2,275,059

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated