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Society Of Financial Service Professionals

  • Arlington, VA
  • Tax-exempt since Sept. 1950
  • EIN: 23-1379056

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.19M (2023)

Expenses
$2.18M (2023)

Total Assets
$698k (2023)

Total Liabilities
$604k (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 Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,191,875
Expenses
$2,181,898
Net Income
$9,977
Net Assets
$94,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,092
5.3%
Program Services $1,710,509
78.0%
Investment Income $22,452
1.0%
Bond Proceeds $0
Royalties $133,734
6.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $203,759
9.3%
Net Inventory Sales $0
Other Revenue $6,329
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $356,228
16.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,072,333
49.1%
Assets/Debt
Total Assets $698,485
Total Liabilities $604,354
Net Assets $94,131
Compensation
Key Employees and Officers Compensation Related Other
David M Maola Jd Mba (Ceo) $320,147 $0 $29,102
Brian Horn (Cio) $156,980 $0 $6,343
Anne Rigney (General Counsel) $120,821 $0 $12,953
Ernesto J Guerriero Clu Chfc (Immediate Past President; President) $0 $0 $0
Jesse G Dogillo Cfp Clu Chfc Aep (President; President Elect) $0 $0 $0
Kathleen W Bilderback Jd Llm (Immediate Past President) $0 $0 $0
Andrew J Rinn Jd Cfp Clu Chfc (President Elect; Secretary) $0 $0 $0
Troy D Branch Jd Clu Chfc (Secretary; Director) $0 $0 $0
Tabitha L Atwell Jd (Director) $0 $0 $0
Jacqueline Baldwin Cltc (Director) $0 $0 $0
Sarah Corney Jd (Director) $0 $0 $0
Joshua Dluhos Ms (Director) $0 $0 $0
Nick Elbert (Director) $0 $0 $0
Thomas Fridich Jd Clu Chfc (Director) $0 $0 $0
Mark D Masters Jd Aep (Director) $0 $0 $0
Kirk A Sadilek Aif Chfc Clu (Director) $0 $0 $0
John Rousos (Director) $0 $0 $0
Michele B Collins Jd (Director To Aug 2023) $0 $0 $0
Kelly Dancy Jd (Director To Aug 2023) $0 $0 $0
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990
Filed on July 12, 2024

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

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XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,394,194
Expenses
$2,342,647
Net Income
$51,547
Net Assets
$177,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,803,183
75.3%
Investment Income $32,947
1.4%
Bond Proceeds $0
Royalties $126,615
5.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $55,782
2.3%
Net Inventory Sales $0
Other Revenue $375,667
15.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $429,306
18.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,129,043
48.2%
Assets/Debt
Total Assets $1,520,001
Total Liabilities $1,342,231
Net Assets $177,770
Compensation
Key Employees and Officers Compensation Related Other
David M Maola Jd Mba (Ceo) $327,476 $0 $23,190
Brian Horn (Cio) $158,500 $0 $5,814
Anne Rigney (General Counsel) $123,354 $0 $10,852
Donna Conrad (Cfo To Apr 2022) $115,736 $0 $13,742
Ernesto J Guerriero Clu Chfc (President; President Elect) $0 $0 $0
Jesse G Dogillo Cfp Clu Chfc Aep Ch (President Elect; Secretary) $0 $0 $0
Kathleen W Bilderback Jd Llm (Immediate Past President; President) $0 $0 $0
Andrew J Rinn Jd Cfp Clu Chfc (Secretary) $0 $0 $0
Tabitha L Atwell Jd (Director) $0 $0 $0
Troy D Branch Jd Clu Chfc (Director) $0 $0 $0
Michele B Collins Jd (Director) $0 $0 $0
Sarah Corney Jd (Director) $0 $0 $0
Kelly Dancy Jd (Director) $0 $0 $0
Joshua Dluhos Ms (Director) $0 $0 $0
Thomas Fridich Jd Clu Chfc (Director) $0 $0 $0
Mark D Masters Jd Aep (Director) $0 $0 $0
Kirk A Sadilek Aif Chfc Clu (Director) $0 $0 $0
Michael J Mcglothlin Clu (Immediate Past President To Aug 2022) $0 $0 $0
Xavier J Angel Chfc Cltc (Director To Aug 2022) $0 $0 $0
Angela K Lust Mba Chfc Cexp (Director To Aug 2022) $0 $0 $0
Drew R Waldron Cfp (Director To Aug 2022) $0 $0 $0
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990
Filed on April 24, 2023

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

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Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,343,618
Expenses
$2,453,218
Net Income
-$109,600
Net Assets
$394,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $680
0.0%
Program Services $2,053,697
87.6%
Investment Income $34,019
1.5%
Bond Proceeds $0
Royalties $125,466
5.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,731
2.3%
Net Inventory Sales $0
Other Revenue $75,025
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $496,980
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,099,147
44.8%
Assets/Debt
Total Assets $1,943,499
Total Liabilities $1,548,805
Net Assets $394,694
Compensation
Key Employees and Officers Compensation Related Other
David M Maolo Jd (Ceo) $328,621 $0 $20,402
Brian Horn (Cio) $149,528 $0 $20,517
Anne Rigney (General Counsel) $121,177 $0 $15,851
Donna Conrad (Cfo) $113,365 $0 $25,287
Kathleen W Bilderback Jdllmaep (President; President Elect) $0 $0 $0
Ernesto J Guerriero Cluchfccebsc (President Elect; Secretary) $0 $0 $0
Michael J Mcglothlincluchfccfp (Immediate Past President; President) $0 $0 $0
Jesse G Dogillo Cfp Clu Chfc Aep (Secretary) $0 $0 $0
Xavier J Angel Chfccltc (Director) $0 $0 $0
Troy D Branchjdcluchfc (Director) $0 $0 $0
Michele B Collins Jd (Director) $0 $0 $0
Sarah Corney Jd (Director) $0 $0 $0
Kelly Dancy Jd (Director) $0 $0 $0
Thomas Fridich Jd Clu Chfc (Director) $0 $0 $0
Angela K Lust Mbachfccexp (Director) $0 $0 $0
Mark D Masters Jd Aep (Director) $0 $0 $0
Drew R Waldron Cfp (Director) $0 $0 $0
Robert B Wellendorf Iicluaepcap (Director To Aug 2021) $0 $0 $0
Allison A Hoyt Jd Clu Tep (Director To Aug 2021) $0 $0 $0
Jane Higgins Marx Jd Cfp Aif (Director To Aug 2021) $0 $0 $0
Thomas D Wyatt Jd Cfp Aif Cltc (Director To Aug 2021) $0 $0 $0
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990
Filed on April 3, 2022

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

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Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,427,200
Expenses
$2,735,162
Net Income
-$307,962
Net Assets
$325,254
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,232,736
92.0%
Investment Income $34,698
1.4%
Bond Proceeds $0
Royalties $133,348
5.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,577
Net Inventory Sales $0
Other Revenue $36,995
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $485,663
17.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,202,352
44.0%
Assets/Debt
Total Assets $1,742,820
Total Liabilities $1,417,566
Net Assets $325,254
Compensation
Key Employees and Officers Compensation Related Other
Jospeh E Frack Cpa Cgma (Former Ceo Left Sep 2019) $155,375 $0 $7,850
Brian Horn (Cio) $146,069 $0 $15,294
Anne Rigney (General Counsel) $121,838 $0 $9,369
Donna Conrad (Cfo) $112,819 $0 $14,322
David M Maolo Jd (Ceo) $110,116 $0 $4,757
Allison A Hoyt Jd Clu Tep (Director) $0 $0 $0
Jane Higgins Marx Jd Cfp Aif (Director) $0 $0 $0
Thomas D Wyatt Jd Cfp Aif Cltc (Director) $0 $0 $0
Xavier J Angel Chfc Cltc (Director) $0 $0 $0
Angela K Lust Mbachfccexp (Director) $0 $0 $0
Drew R Waldron Cfp (Director) $0 $0 $0
Troy D Branch Jd Clu Chfc (Director) $0 $0 $0
Michele B Collins Jd (Director) $0 $0 $0
Kelly Dancy Jd (Director) $0 $0 $0
Robert B Wellendorf Iicluaepcap (President) $0 $0 $0
Michael J Mcglothlincluchfccfp (President; President Elect) $0 $0 $0
Kathleen W Bilderback Jdllmaep (President Elect; Secretary) $0 $0 $0
Ernesto J Guerriero Cluchfccebsc (Secretary) $0 $0 $0
Elvin D Turner Jd Mba (Immediate Past President; President) $0 $0 $0
Kevin E Baldwin Clu Chfc Cap (Director To Aug 2020) $0 $0 $0
Melissa L Dornan Mba (Director To Aug 2020) $0 $0 $0
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990
Filed on April 20, 2021

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

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XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,682,078
Expenses
$2,880,001
Net Income
-$197,923
Net Assets
$602,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,480,370
92.5%
Investment Income $36,369
1.4%
Bond Proceeds $0
Royalties $80,640
3.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $55,961
2.1%
Net Inventory Sales $0
Other Revenue $28,738
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $819,189
28.4%
Professional Fundraising Fees $0
Other Salaries and Wages $816,999
28.4%
Assets/Debt
Total Assets $2,043,462
Total Liabilities $1,441,044
Net Assets $602,418
Compensation
Key Employees and Officers Compensation Related Other
Joseph E Frack Cpa Cgma (Former Ceo, Director) $218,000 $0 $12,104
Brian Horn (Cio) $156,000 $0 $0
Anne Rigney (General Counsel) $124,015 $0 $3,176
Donna Conrad (Cfo) $123,000 $0 $6,016
Jill Von Czoernig (Mg Director) $107,825 $0 $2,425
Kathleen W Bilderback Jdllmaep (Director) $0 $0 $0
Sandra E Henderson Rhu (Director) $0 $0 $0
Robert J Keorkunian Ficf Lutcfclf (Director) $0 $0 $0
Gregory W Schlaudecker Clu Chfc (Director) $0 $0 $0
Mary J Schneekloth Mba Cpm Clu (Director) $0 $0 $0
Kevin E Baldwin Clu Chfc Cap (Director) $0 $0 $0
Melissa L Dornan Mba (Director) $0 $0 $0
Julie M Ladimer Jd (Director) $0 $0 $0
Thomas D Wyatt Jd Cfp Aif Cltc (Director) $0 $0 $0
Allison A Hoyt Jd Clu Tep (Director) $0 $0 $0
Jane Higgins Marx Jd Cfp Aif (Director) $0 $0 $0
Elvin D Turner Jd Mba (President) $0 $0 $0
James S Aussem Jd Aep (Director) $0 $0 $0
Robert B Wellendorf Iicluaepcap (Director) $0 $0 $0
Michael J Mcglothlincluchfccfp (Director) $0 $0 $0
David M Maolo Jd (Ceo, Director) $0 $0 $0
Xavier J Angel Chfccltc (Director) $0 $0 $0
Angela K Lust Mbachfccexp (Director) $0 $0 $0
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990
Filed on June 23, 2020

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

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Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,970,636
Expenses
$3,077,923
Net Income
-$107,287
Net Assets
$830,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,793,135
94.0%
Investment Income $47,650
1.6%
Bond Proceeds $0
Royalties $42,261
1.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $54,845
1.8%
Net Inventory Sales $0
Other Revenue $32,745
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $729,633
23.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,048,264
34.1%
Assets/Debt
Total Assets $2,273,837
Total Liabilities $1,443,570
Net Assets $830,267
Compensation
Key Employees and Officers Compensation Related Other
Joseph E Frack Cpa Cgma (Ceo, Director) $209,989 $0 $23,468
Brian Horn (Cio) $145,053 $0 $19,675
Anne Rigney (General Counsel) $121,040 $0 $14,344
Donna Conrad (Cfo) $118,703 $0 $22,023
Jill Von Czoernig (Mg Director) $107,825 $0 $4,226
Elvin D Turner Jd Mba (President) $0 $0 $0
James S Aussem Jd Aep (Immediate Past President) $0 $0 $0
Robert B Wellendorf Iicluaepcap (President Elect) $0 $0 $0
Michael J Mcglothlincluchfccfp (Secretary) $0 $0 $0
Kathleen W Bilderback Jdllmaep (Director) $0 $0 $0
Sandra E Henderson Rhu (Director) $0 $0 $0
Robert J Keorkunian Ficf Lutcfclf (Director) $0 $0 $0
Gregory W Schlaudecker Clu Chfc (Director) $0 $0 $0
Mary J Schneekloth Mba Cpm Clu (Director) $0 $0 $0
Kevin E Baldwin Clu Chfc Cap (Director) $0 $0 $0
Melissa L Dornan Mba (Director) $0 $0 $0
Julie M Ladimer Jd (Director) $0 $0 $0
Allison A Hoyt Jd Clu Tep (Director) $0 $0 $0
Jane Higgins Marx Jd Cfp Aif (Director) $0 $0 $0
Thomas D Wyatt Jd Cfp Aif Cltc (Director) $0 $0 $0
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990
Filed on Aug. 7, 2019

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

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Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,096,172
Expenses
$3,283,650
Net Income
-$187,478
Net Assets
$930,116
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,884,103
93.2%
Investment Income $52,498
1.7%
Bond Proceeds $0
Royalties $48,553
1.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $77,761
2.5%
Net Inventory Sales $0
Other Revenue $33,257
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $830,401
25.3%
Professional Fundraising Fees $0
Other Salaries and Wages $920,792
28.0%
Assets/Debt
Total Assets $2,472,152
Total Liabilities $1,542,036
Net Assets $930,116
Compensation
Key Employees and Officers Compensation Related Other
Joseph E Frack Cpa Cgma (Ceo, Director) $218,350 $0 $23,468
Brian Horn (Cio) $159,120 $0 $19,675
Donna Conrad (Cfo) $125,460 $0 $22,023
Anne Rigney (General Counsel) $114,015 $0 $14,344
Jill Von Czoernig (Mg Director) $109,982 $0 $4,226
Anthony R Bartlett Chfc Casl Aep (President) $0 $0 $0
Michael P Dowcpacluchfcaep (Immediate Past President) $0 $0 $0
James S Aussem Jd Aep (President Elect) $0 $0 $0
Elvin D Turner Jd Mba (Director) $0 $0 $0
Bruce Guillemette Clu Chfcmsmflmi (Director) $0 $0 $0
Virginia Harriett Cfp Aif (Director) $0 $0 $0
James Judd Cluchfc (Director) $0 $0 $0
Justin Smith Cfa Cfp (Director) $0 $0 $0
Victoria Mccoy Rhu (Director) $0 $0 $0
Jesse G Dogillo Cfp Clu Chfc (Director) $0 $0 $0
Erin R Flower Cfp (Director) $0 $0 $0
Ernest M Guerrierocluchfccebs (Director) $0 $0 $0
Kevin D Lindblom Cluchfclutcf (Director) $0 $0 $0
Lynne F Stebbins Jd Cluchfcaep (Director) $0 $0 $0
Kathleen W Bilderback Jdllmaep (Director) $0 $0 $0
Sandra E Henderson Rhu (Director) $0 $0 $0
Robert J Keorkunian Ficf Lutcfclf (Director) $0 $0 $0
Gregory W Schlaudecker Clu Chfc (Director) $0 $0 $0
Mary J Schneekloth Mba Cpm Clu (Director) $0 $0 $0
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990
Filed on Aug. 7, 2018

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

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Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,399,561
Expenses
$3,777,533
Net Income
-$377,972
Net Assets
$1,065,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,189,663
93.8%
Investment Income $50,776
1.5%
Bond Proceeds $0
Royalties $110,632
3.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,622
Net Inventory Sales $0
Other Revenue $57,112
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,186,149
31.4%
Professional Fundraising Fees $0
Other Salaries and Wages $920,494
24.4%
Assets/Debt
Total Assets $2,646,866
Total Liabilities $1,581,333
Net Assets $1,065,533
Compensation
Key Employees and Officers Compensation Related Other
Joseph E Frack (Ceo, Director) $210,245 $0 $23,468
Anthony Smith (Mg Director) $152,969 $0 $8,677
Brian Horn (Cio) $145,703 $0 $19,675
Mary Anne Mennite (Mg Director) $131,896 $0 $11,482
Marshall Lipson (Mg Director) $117,882 $0 $5,970
Donna Conrad (Cfo) $117,496 $0 $22,023
Anne Rigney (General Counsel) $111,120 $0 $14,344
Jill Von Czoernig (Mg Director) $107,875 $0 $4,226
Amy Whicker (Mg Director) $106,394 $0 $8,967
Micheael P Dow Cpa Clu Chfc Aep (President) $0 $0 $0
James M Christian Clu Chfc (Immediate Past President) $0 $0 $0
Anthony R Bartlett Chfc Casl Aep (President Elect) $0 $0 $0
James S Aussem Jd Aep (Secretary) $0 $0 $0
Joshua J Chase Cfp (Director) $0 $0 $0
Michael J Mcglothlin Clu Chfccfp (Director) $0 $0 $0
Stephen B Parrish Clu Chfc Jd (Director) $0 $0 $0
Elizabeth A Schwarzman Clu Chfc (Director) $0 $0 $0
Elvin D Turner Jd Mba (Director) $0 $0 $0
Erin R Flower Cfp (Director) $0 $0 $0
Jesse G Dogillo Cfp Clu Chfc (Director) $0 $0 $0
Ernest J Guerriero Clu Chfc Cebs (Director) $0 $0 $0
Kevin D Lindblom Clu Chfc Lutcf (Director) $0 $0 $0
Lynne F Stebbins Jd Clu Chfc Aep (Director) $0 $0 $0
Bruce A Guillementte Clu Chfc Msm (Director) $0 $0 $0
Virgina T Harriett Cfp Aif (Director) $0 $0 $0
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990
Filed on May 10, 2017

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

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Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,015,469
Expenses
$4,441,707
Net Income
-$426,238
Net Assets
$1,325,185
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,738,208
93.1%
Investment Income $66,652
1.7%
Bond Proceeds $0
Royalties $58,648
1.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $150,842
3.8%
Net Inventory Sales $0
Other Revenue $1,119
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $901,367
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,389,736
31.3%
Assets/Debt
Total Assets $3,068,545
Total Liabilities $1,743,360
Net Assets $1,325,185
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Joseph E Frack (Ceo, Director) $213,232 $0 $23,468
Brian Horn (Cio) $137,185 $0 $19,675
Anthony Smith (Mg Director) $116,224 $0 $10,174
Marshall Lipson (Mg Director) $114,244 $0 $4,610
Donna Conrad (Cfo) $108,244 $0 $21,933
Anne Rigney (General Counsel) $107,554 $0 $14,344
Jill Von Czoernig (Mg Director) $104,684 $0 $4,226
James B Lammers (Director) $0 $0 $0
James M Christian (Director) $0 $0 $0
Michael P Dow (Director) $0 $0 $0
Anthony R Bartlett (Director) $0 $0 $0
James S Aussem (Director) $0 $0 $0
Joshua J Chase (Director) $0 $0 $0
Michael J Mcglothlin (Director) $0 $0 $0
Stephen B Parrish (Director) $0 $0 $0
Elizabeth A Schwarzman (Director) $0 $0 $0
Elvin D Turner (Director) $0 $0 $0
Bruce Guillemette (Director) $0 $0 $0
Virginia Harriett (Director) $0 $0 $0
James Judd (Director) $0 $0 $0
Justin Smith (Director) $0 $0 $0
Virginia Mccoy (Director) $0 $0 $0
James E Gasaway (Director) $0 $0 $0
James J Meehan (Director) $0 $0 $0
Ernest M Guerriero (Director) $0 $0 $0
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990
Filed on April 18, 2016

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

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Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,053,170
Expenses
$4,472,225
Net Income
-$419,055
Net Assets
$1,976,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,762,646
92.8%
Investment Income $79,231
2.0%
Bond Proceeds $0
Royalties $64,385
1.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146,893
3.6%
Net Inventory Sales $0
Other Revenue $15
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $894,626
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,414,843
31.6%
Assets/Debt
Total Assets $3,925,731
Total Liabilities $1,948,849
Net Assets $1,976,882
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Joseph E Frack (Ceo, Director) $215,564 $0 $18,879
Brian Horn (Cio) $135,936 $0 $18,943
Anthony Smith (Mg Director) $114,570 $0 $7,879
Marshall Lipson (Mg Director) $111,725 $0 $5,785
Anne Rigney (General Counsel) $105,115 $0 $14,023
Donna Conrad (Cfo) $105,001 $0 $17,700
Jill Vonczoernig (Managing Director Chapter Development) $102,397 $0 $4,132
Richard M Weber (Director) $0 $0 $0
James B Lammers (Director) $0 $0 $0
James M Christian (Director) $0 $0 $0
Michael P Dow (Director) $0 $0 $0
Jayne Alford (Director) $0 $0 $0
Laurene B Prevette (Director) $0 $0 $0
Andrew J Rinn (Director) $0 $0 $0
Terence B Stanaland (Director) $0 $0 $0
Allan J Turoff (Director) $0 $0 $0
James S Aussem (Director) $0 $0 $0
James E Gasaway (Director) $0 $0 $0
James J Meehan (Director) $0 $0 $0
Robert B Wellendorf (Director) $0 $0 $0
Joshua Chase (Director) $0 $0 $0
Michael Mcglothlin (Director) $0 $0 $0
Elvin Turner (Director) $0 $0 $0
Stephen Parrish (Director) $0 $0 $0
Elizabeth Schwarzman (Director) $0 $0 $0
See filing for compensation of 2 other people →
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Document Links

990
Filed on Feb. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,236,362
Expenses
$4,251,603
Net Income
-$15,241
Net Assets
$2,321,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,020,546
94.9%
Investment Income $79,132
1.9%
Bond Proceeds $0
Royalties $65,558
1.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $71,126
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $883,163
20.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,357,906
31.9%
Assets/Debt
Total Assets $4,406,765
Total Liabilities $2,085,018
Net Assets $2,321,747

Document Links

990
Filed on March 21, 2014

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,206,578
Expenses
$4,206,352
Net Income
$226
Net Assets
$2,380,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,250,734
77.3%
Program Services $719,752
17.1%
Investment Income $82,176
2.0%
Bond Proceeds $0
Royalties $41,151
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $112,765
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $793,392
18.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,368,593
32.5%
Assets/Debt
Total Assets $4,396,509
Total Liabilities $2,015,563
Net Assets $2,380,946

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,417,211
Expenses
$5,236,007
Net Income
-$818,796
Net Assets
$2,321,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,312,564
75.0%
Program Services $981,579
22.2%
Investment Income $48,811
1.1%
Bond Proceeds $0
Royalties $46,125
1.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $28,132
0.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $779,522
14.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,042,445
39.0%
Assets/Debt
Total Assets $4,434,273
Total Liabilities $2,112,549
Net Assets $2,321,724

Document Links

990

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

PDF

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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

Fiscal Year Ending Sept.
2005

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 Sept.
2004

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