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Alliant Credit Union

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Category: Public, Society Benefit — Multipurpose and Other / Credit Unions (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.15B (2023)

Expenses
$1.07B (2023)

Total Assets
$18.5B (2023)

Total Liabilities
$17.2B (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
$1,150,050,242
Expenses
$1,066,312,504
Net Income
$83,737,738
Net Assets
$1,293,857,782
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,066,632,888
92.7%
Investment Income $67,463,124
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,187,645
1.2%
Net Inventory Sales $0
Other Revenue $1,766,585
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,162,623
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $105,086,863
9.9%
Assets/Debt
Total Assets $18,473,232,789
Total Liabilities $17,179,375,007
Net Assets $1,293,857,782
Compensation
Key Employees and Officers Compensation Related Other
Dennis Devine (Executive Director/Ceo) $3,117,129 $0 $35,614
Neeru Arora (Senior Vice President) $855,296 $0 $14,951
Harry Zhu (End 092023) (Senior Vice President) $814,914 $0 $27,750
Diane Hughes (Senior Vice President) $743,564 $0 $27,922
Meredith Ritchie (Senior Vice President, Counsel) $741,138 $0 $32,166
Sumeet Grover (Senior Vice President) $721,495 $0 $27,750
Charles Krawitz (Senior Vice President) $701,214 $0 $32,166
Kenneth Schaafsma (Senior Vice President) $679,449 $0 $27,316
Mark Lau (Senior Vice President, Cfo) $664,961 $0 $39,116
David Leib (Chairperson) $65,417 $0 $0
Irwin Gzesh (Chairperson Of Supervisory Committee) $58,750 $0 $0
Julian Chu (Chairperson, Compensation & Talent, Board Secretary) $58,750 $0 $0
Lee Achord (Vice Chairperson) $58,750 $0 $0
Sabrina King (Board Member) $55,417 $0 $0
Ajibola Johnson (Board Member) $48,750 $0 $0
Kenton Chow (Board Member) $48,750 $0 $0
Sue Bettman (Board Member) $48,750 $0 $0
Deepak Khandelwal (Start 022023) (Board Member) $33,333 $0 $0
Ted Davidson (End 022023) (Chairperson) $27,917 $0 $0
Scott Wilson (End 022023) (Board Member) $19,583 $0 $0
Woody Woodring (Start 092023) (Board Member) $8,333 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$734,170,214
Expenses
$566,974,537
Net Income
$167,195,677
Net Assets
$1,446,540,485
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $660,644,795
90.0%
Investment Income $43,629,369
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,738,097
3.5%
Net Inventory Sales $0
Other Revenue $4,157,953
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,120,994
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $95,222,596
16.8%
Assets/Debt
Total Assets $18,739,008,483
Total Liabilities $17,292,467,998
Net Assets $1,446,540,485
Compensation
Key Employees and Officers Compensation Related Other
Dennis Devine (Chief Executive Officer) $3,016,512 $0 $350,863
Harry Zhu (Senior Vice President) $864,254 $0 $100,080
Diane Hughes Start (Senior Vice President) $610,124 $0 $99,738
Kenneth Schaafsma (Senior Vice President) $585,939 $0 $94,000
Sumeet Grover Start (Senior Vice President) $584,686 $0 $93,833
Charles Krawitz (Senior Vice President) $552,498 $0 $103,290
Mark Lau Start (Senior Vice President, Cfo) $522,779 $0 $95,299
Meredith Ritchie (Senior Vice President, Counsel) $516,640 $0 $104,320
Vasanthi Sekhar End 0522 (Senior Vice President) $394,533 $0 $26,620
Shrikant Dash End 0122 (Senior Vice President) $308,472 $0 $2,693
Ted Davidson (Chairperson) $65,000 $0 $0
Irwin Gzesh (Chairperson Of Supervisory Com) $55,000 $0 $0
Lee Achord (Board Member, Board Secretary) $55,000 $0 $0
David Leib (Vice Chairperson) $55,000 $0 $0
Julian Chu (Chairperson, Compensation & Ta) $51,667 $0 $0
Scott Wilson (Board Member) $45,000 $0 $0
Sabrina King (Board Member) $45,000 $0 $0
Sue Bettman (Board Member) $45,000 $0 $0
Ajibola Johnson (Board Member) $45,000 $0 $0
Kenton Chow Start 022022 (Board Member) $30,000 $0 $0
Anne Pease End 022022 (Vice Chairperson, Comp & Tale) $22,917 $0 $0

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Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,339,563
Expenses
$266,529,015
Net Income
$261,810,548
Net Assets
$1,508,254,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $442,730,393
83.8%
Investment Income $48,045,557
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,647,928
6.4%
Net Inventory Sales $0
Other Revenue $3,915,685
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,001,768
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $78,144,371
29.3%
Assets/Debt
Total Assets $15,151,012,308
Total Liabilities $13,642,757,928
Net Assets $1,508,254,380
Compensation
Key Employees and Officers Compensation Related Other
Dennis Devine (Executive Director/Ceo) $1,887,544 $0 $714,416
David Mooney End 12021 (Executive Director/Ceo) $1,227,170 $0 $4,405
Harry Zhu (Senior Vice President, Cfo) $748,865 $0 $244,288
Vasanthi Sekhar (Senior Vice President) $622,248 $0 $18,130
Shrikant Dash (Senior Vice President) $617,196 $0 $29,768
Jason Osterhage End 072021 (Senior Vice President) $522,854 $0 $28,015
Charles Krawitz (Vice President) $469,086 $0 $172,077
Kenneth Schaafsma (Senior Vice President) $456,092 $0 $233,388
Meredith Ritchie (Senior Vice President) $420,165 $0 $235,125
Ted Davidson (Chairperson) $60,972 $0 $0
Anne Pease (Vice Chairperson, Comp & Tale) $55,000 $0 $0
Irwin Gzesh (Chairperson Of Proxy Committee) $55,000 $0 $0
David Leib (Board Member) $55,000 $0 $0
Lee Achord (Board Member, Board Secretary) $50,972 $0 $0
Julian Chu (Board Member) $45,000 $0 $0
Farhan Siddiqi End 092021 (Board Member) $45,000 $0 $0
Scott Wilson (Board Member) $45,000 $0 $0
Sabrina King (Board Member) $45,000 $0 $0
Ed Rogowski End 22021 (Chairperson) $32,500 $0 $0
Ajibola Johnson Start 022021 (Board Member) $26,596 $0 $0
Sue Bettman Start 092021 (Board Member) $3,750 $0 $0

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$498,293,550
Expenses
$435,081,270
Net Income
$63,212,280
Net Assets
$1,305,695,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $411,612,066
82.6%
Investment Income $64,985,133
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,985,861
3.6%
Net Inventory Sales $0
Other Revenue $3,710,490
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $13,008,829
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $65,935,997
15.2%
Assets/Debt
Total Assets $13,540,768,427
Total Liabilities $12,235,072,757
Net Assets $1,305,695,670
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $2,107,672 $0 $897,676
Timothy Wartman End 112020 (Senior Vice President) $1,161,524 $0 $33,529
Lee Schafer End 112020 (Senior Vice President) $1,139,929 $0 $33,956
Philip Salis End 112020 (Svp, Member Engagement) $1,125,021 $0 $32,130
Jason Osterhage (Senior Vice President) $709,938 $0 $246,872
Harry Zhu (Senior Vice President, Cfo) $700,906 $0 $249,130
Dennis Devine Start 072020 (Executive Director/Ceo) $679,743 $0 $132,827
William Lothridge End 112020 (Vp, Human Capital) $508,103 $0 $26,941
Meredith Ritchie (Senior Vice President) $330,040 $0 $112,144
Ed Rogowski (Chairperson) $71,911 $0 $0
Irwin Gzesh (Chairperson Of Proxy Committee) $60,848 $0 $0
Ted Davidson (Board Member, Vice Chairperson) $60,848 $0 $0
David Leib (Board Member) $60,848 $0 $0
Anne Pease (Chairperson, Comp & Talent) $60,848 $0 $0
Lee Achord (Board Member, Board Secretary) $49,784 $0 $0
Julian Chu (Board Member) $49,784 $0 $0
Farhan Siddiqi (Board Member) $49,784 $0 $0
Scott Wilson (Board Member) $49,784 $0 $0
Sabrina King (Board Member) $49,784 $0 $0

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$514,950,827
Expenses
$460,962,900
Net Income
$53,987,927
Net Assets
$1,218,264,398
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $432,512,918
84.0%
Investment Income $70,036,441
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,568,303
1.7%
Net Inventory Sales $0
Other Revenue $3,833,165
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,954,020
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $60,569,240
13.1%
Assets/Debt
Total Assets $12,244,742,402
Total Liabilities $11,026,478,004
Net Assets $1,218,264,398
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,568,389 $0 $413,671
Timothy Wartman (Senior Vice President) $568,416 $0 $123,031
Lee Schafer (Senior Vice President) $553,771 $0 $121,333
Philip Salis (Senior Vice President) $545,676 $0 $120,567
Jason Osterhage (Senior Vice President) $541,879 $0 $113,457
Harry Zhu (Cfo) $519,366 $0 $107,952
Charles Melidosian End (Manager, Information Security) $481,818 $0 $1,655
Kenneth Schaafesma (Vp, Enterprise Risk Mgmt & Cro) $357,264 $0 $22,456
Mark Lau (Vp, Finance & Risk Mgmt) $333,087 $0 $28,572
Michelle Spellerberg (Vp, Marketing&Digital Strategy) $330,940 $0 $30,208
Laura Wallace (Vp, Member Care) $324,338 $0 $28,264
Charles Krawitz (Vp, Commericial Lending) $324,050 $0 $27,294
Stephen Anderson (Vp Compliance & Cco) $323,767 $0 $28,233
Al Pitcher (Vp, Information Technology) $318,680 $0 $33,340
William Podborny (Vp, Network & Security Officer) $314,054 $0 $29,219
Wayne Rosenwinkel (Chief Investment Officer) $301,446 $0 $23,030
George Rudolph End 03 (Senior Vice President) $298,983 $0 $89,185
Meredith Ritchie (Vp, General Counsel) $293,719 $0 $30,201
Dorin Ladan (Director, Bsa/Ofac Officer) $182,886 $0 $10,043
Edward J Rogowski (Chairperson) $0 $0 $0
Lee Achord (Board Member, Vice Chairperson) $0 $0 $0
Irwin Gzesh (Board Member, Board Secretary) $0 $0 $0
Julian Chu (Board Member) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
David Leib (Board Member) $0 $0 $0

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$422,344,440
Expenses
$360,813,605
Net Income
$61,530,835
Net Assets
$1,140,845,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $374,231,166
88.6%
Investment Income $42,293,299
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,324,282
0.6%
Net Inventory Sales $0
Other Revenue $3,495,693
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,862,160
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $55,789,021
15.5%
Assets/Debt
Total Assets $11,226,543,829
Total Liabilities $10,085,697,970
Net Assets $1,140,845,859
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,525,157 $0 $338,495
Timothy Wartman (Senior Vice President) $499,876 $0 $104,121
Lee Schafer (Senior Vice President) $491,021 $0 $102,321
Philip Salis (Senior Vice President) $489,862 $0 $101,057
George Rudolph (Senior Vice President) $456,884 $0 $93,817
Jason Osterhage (Senior Vice President) $456,320 $0 $93,696
Harry Zhu (Cfo) $455,174 $0 $95,181
Kenneth Schaafesma (Vp, Enterprise Risk Mgmt & Cro) $306,212 $0 $22,148
Al Pitcher (Vp, Information Technology) $298,483 $0 $31,258
Mark Lau (Vp, Finance & Risk Mgmt) $294,832 $0 $27,119
Laura Wallace (Vp, Attended Channels) $292,302 $0 $24,202
Charles Krawitz (Vp, Commericial Lending) $289,477 $0 $31,146
Michelle Spellerberg (Vp, Marketing&Digital Strategy) $287,454 $0 $32,456
William Podborny (Vp, Network & Security Officer) $286,197 $0 $28,106
Wayne Rosenwinkel (Chief Investment Officer) $284,275 $0 $25,010
Stephen Anderson (Vp Compliance & Cco) $277,332 $0 $28,502
Meredith Ritchie (Vp, General Counsel) $271,705 $0 $29,693
Edward J Rogowski (Chairperson) $0 $0 $0
Lee Achord (Board Member, Vice Chairperson) $0 $0 $0
Irwin Gzesh (Board Member, Board Secretary) $0 $0 $0
Julian Chu (Board Member) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
David Leib (Board Member) $0 $0 $0
Anne Pease (Board Member) $0 $0 $0
Farhan Siddiqi (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$329,461,563
Expenses
$258,535,030
Net Income
$70,926,533
Net Assets
$1,091,812,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $283,541,144
86.1%
Investment Income $38,722,374
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,740,968
1.4%
Net Inventory Sales $0
Other Revenue $2,457,077
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,984,534
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $46,808,532
18.1%
Assets/Debt
Total Assets $9,696,343,966
Total Liabilities $8,604,531,880
Net Assets $1,091,812,086
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,314,730 $0 $242,778
Philip Salis (Senior Vice President) $448,884 $0 $79,657
Timothy Wartman (Senior Vice President) $444,075 $0 $81,511
Lee Schafer (Senior Vice President) $425,074 $0 $80,153
George Rudolph (Senior Vice President) $405,371 $0 $73,309
Jason Osterhage (Senior Vice President) $403,896 $0 $74,757
Harry Zhu (Cfo) $391,714 $0 $73,192
Al Pitcher (Vp, Information Technology) $288,755 $0 $29,073
Laura Wallace (Vp, Attended Channels) $284,754 $0 $23,392
Jeremy Pinard (Vp, Consumer Lending) $282,671 $0 $28,182
Stephen Anderson (Vp Compliance&Cco (5/30 12/31)) $282,109 $0 $16,535
Michelle Spellerberg (Vp, Marketing&Digital Strategy) $280,309 $0 $31,230
Wayne Rosenwinkel (Chief Investment Officer) $267,332 $0 $30,983
William Podborny (Vp, Network & Security Officer) $262,026 $0 $26,659
Meredith Ritchie (Vp, General Counsel) $259,201 $0 $31,130
Kenneth Schaafesma (Vp, Erm & Cro (5/22 12/31)) $257,749 $0 $11,712
Norman Buchanan (Vp, Member Experience) $254,969 $0 $27,344
Anne Pease (Board Member) $0 $0 $0
Farhan Siddiqi (Board Member) $0 $0 $0
Irwin Gzesh (Board Member, Board Secretary) $0 $0 $0
Edward J Rogowski (Chairperson) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
John Gebo (Board Member, Vice Chairperson) $0 $0 $0
David Leib (Board Member) $0 $0 $0
Lee Achord (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$275,250,432
Expenses
$218,027,866
Net Income
$57,222,566
Net Assets
$1,020,631,465
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $229,724,678
83.5%
Investment Income $39,235,927
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,753,629
1.7%
Net Inventory Sales $0
Other Revenue $1,536,198
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,659,488
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $38,951,685
17.9%
Assets/Debt
Total Assets $9,508,907,870
Total Liabilities $8,488,276,405
Net Assets $1,020,631,465
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,696,688 $0 $21,469
Philip Salis (Senior Vice President) $558,579 $0 $20,383
Timothy Wartman (Senior Vice President) $546,165 $0 $22,731
Lee Schafer (Senior Vice President) $528,310 $0 $21,483
George Rudolph (Senior Vice President) $496,658 $0 $19,295
Jason Osterhage (Senior Vice President) $475,327 $0 $21,193
Harry Zhu (Cfo) $466,355 $0 $21,733
Al Pitcher (Vp, Information Technology) $326,664 $0 $16,959
Laura Wallace (Vp, Attended Channels) $322,237 $0 $16,519
Michelle Spellerberg (Vp, Marketing & Digital Strategy) $316,926 $0 $21,633
Wayne Rosenwinkel (Chief Investment Officer) $310,234 $0 $17,842
Jeremy Pinard (Vp, Consumer Lending) $304,720 $0 $14,208
William Podborny (Vp, Network & Security Chief Info Security Officer) $291,525 $0 $16,357
Meredith Ritchie (Vp, General Councel & Chief Ethics Officer) $289,647 $0 $14,922
Norman Buchanan (Vp, Member Experience) $272,109 $0 $18,253
Lee Achord (Board Member) $4,536 $0 $0
Julian Chu (Board Member) $2,338 $0 $0
Anne Pease (Board Member) $0 $0 $0
Farhan Siddiqi (Board Member) $0 $0 $0
Irwin Gzesh (Board Member, Board Secretary) $0 $0 $0
Edward J Rogowski (Chairperson) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
John Gebo (Board Member, Vice Chairperson) $0 $0 $0
David Leib (Board Member) $0 $0 $0
Scott Wilson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$233,137,230
Expenses
$182,697,142
Net Income
$50,440,088
Net Assets
$963,273,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $176,543,111
75.7%
Investment Income $33,315,762
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,371,530
1.4%
Net Inventory Sales $0
Other Revenue $19,906,827
8.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,721,910
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $37,161,665
20.3%
Assets/Debt
Total Assets $8,673,603,669
Total Liabilities $7,710,329,766
Net Assets $963,273,903
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,280,920 $0 $21,630
Philip Salis (Senior Vice President) $453,894 $0 $20,350
Timothy Wartman (Senior Vice President) $443,406 $0 $21,600
Lee Schafer (Senior Vice President) $441,091 $0 $12,098
George Rudolph (Senior Vice President) $406,338 $0 $19,262
Joe Mc Gowean (Vp, Marketing) $389,227 $0 $13,549
Jason Osterhage (Senior Vice President) $385,200 $0 $17,681
Harry Zhu (Cfo) $316,976 $0 $21,600
Shaun Floresca (Financial Consultant) $308,973 $0 $15,609
Al Pitcher (Vp, Information Technology) $273,549 $0 $18,660
Laura Wallace (Vp, Attended Channels) $264,844 $0 $15,465
Wayne Rosenwinkel (Chief Investment Officer) $258,427 $0 $19,534
Meredith Ritchie (Vp, General Councel & Chief Ethics Officer) $250,611 $0 $11,601
Stavros Makaritis (Vp, Accounting) $248,453 $0 $2,840
Anne Pease (Board Member) $0 $0 $0
Alexandra P Marren (Board Member) $0 $0 $0
Irwin Gzesh (Board Member) $0 $0 $0
Edward J Rogowski (Chairperson) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
John Gebo (Board Member) $0 $0 $0
David Leib (Board Member) $0 $0 $0
Lee Achord (Board Member) $0 $0 $0
Julian Chu (Board Member) $0 $0 $0
Scott Wilson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$222,084,044
Expenses
$151,593,851
Net Income
$70,490,193
Net Assets
$922,222,208
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $166,051,367
74.8%
Investment Income $34,577,696
15.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,095,975
1.4%
Net Inventory Sales $0
Other Revenue $18,359,006
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,790,046
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $30,020,694
19.8%
Assets/Debt
Total Assets $8,131,821,537
Total Liabilities $7,209,599,329
Net Assets $922,222,208
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,106,938 $0 $15,872
Timothy Wartman (Senior Vice President) $418,762 $0 $12,455
Lee Schafer (Senior Vice President) $408,138 $0 $17,591
Philip Salis (Senior Vice President) $402,378 $0 $20,161
George Rudolph (Senior Vice President) $347,803 $0 $12,478
Jason Ostehage (Senior Vice President) $342,043 $0 $20,510
Harry Zhu (Cfo) $335,704 $0 $20,570
John Sweitzer (Mortgage Loan Officer) $322,922 $0 $15,504
Al Pitcher (Vp, Information Technology) $277,801 $0 $17,483
Wayne Rosenwinkle (Chief Investment Officer) $257,756 $0 $18,106
Kevin Devlin (Vp, Accounting) $250,992 $0 $15,225
William Lothridge (Vp, Human Capital Group) $242,403 $0 $10,714
Laura Wallace (Vp, Attended Channels) $242,030 $0 $15,020
Meredith Ritchie (Vp, General Councel & Chief Ethics Officer) $235,162 $0 $8,311
Anne Pease (Board Member) $0 $0 $0
Alexandra P Marren (Board Member) $0 $0 $0
Irwin Gzesh (Board Member) $0 $0 $0
Edward J Rogowski (Chairperson) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
John Gebo (Board Member) $0 $0 $0
David Leib (Board Member) $0 $0 $0
Lee Achord (Board Member) $0 $0 $0
Julian Chu (Board Member) $0 $0 $0
Scott Wilson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$188,809,205
Expenses
$149,125,801
Net Income
$39,683,404
Net Assets
$852,952,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,526,014
14.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,510,212
4.5%
Net Inventory Sales $0
Other Revenue $152,772,979
80.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,387,567
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $25,408,275
17.0%
Assets/Debt
Total Assets $8,151,987,438
Total Liabilities $7,299,034,616
Net Assets $852,952,822
Compensation
Key Employees and Officers Compensation Related Other
David Mooney (Executive Director/Ceo) $1,022,784 $0 $0
Philip Salis (Senior Vice President) $401,850 $0 $0
Timothy Wartman (Senior Vice President) $384,242 $0 $0
Lee Schafer (Senior Vice President) $373,493 $0 $0
John Sweitzer (Mortgage Loan Officer) $362,227 $0 $0
George Rudolph (Senior Vice President) $308,813 $0 $0
Giacomo Parente (Financial Consultant) $281,658 $0 $0
Harry Zhu (Cfo) $278,939 $0 $0
Shaun Floresca (Financial Consultant) $247,498 $0 $0
Jason Ostehage (Senior Vice President) $247,241 $0 $0
Al Pitcher (Vice President) $241,914 $0 $0
Meredith Ritchie (Vice President General Counsel) $236,909 $0 $0
Anne Pease (Board Member) $0 $0 $0
Alexandra P Marren (Board Member) $0 $0 $0
Irwin Gzesh (Board Member) $0 $0 $0
Edward J Rogowski (Chairperson) $0 $0 $0
Ted Davidson (Board Member) $0 $0 $0
John Gebo (Board Member) $0 $0 $0
David Leib (Board Member) $0 $0 $0
Scott Praven (Board Member) $0 $0 $0
Julian Chu (Board Member) $0 $0 $0
Scott Wilson (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$204,558,384
Expenses
$167,707,474
Net Income
$36,850,910
Net Assets
$841,701,563
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $35,076,983
17.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,528,478
4.7%
Net Inventory Sales $0
Other Revenue $159,952,923
78.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,601,189
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $23,909,748
14.3%
Assets/Debt
Total Assets $8,270,837,261
Total Liabilities $7,429,135,698
Net Assets $841,701,563

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,563,674
Expenses
$182,283,744
Net Income
$52,279,930
Net Assets
$798,277,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $51,875,023
22.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,831,975
3.3%
Net Inventory Sales $0
Other Revenue $174,856,676
74.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,848,191
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $20,673,362
11.3%
Assets/Debt
Total Assets $8,235,535,560
Total Liabilities $7,437,257,722
Net Assets $798,277,838

Document Links

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

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

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

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

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 »