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National Rural Electric Cooperative Association

  • Arlington, VA
  • Tax-exempt since March 1947
  • EIN: 53-0116145

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
$206M (2022)

Expenses
$205M (2022)

Total Assets
$253M (2022)

Total Liabilities
$161M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,720,476
Expenses
$204,982,837
Net Income
$737,639
Net Assets
$92,733,433
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $187,214,591
91.0%
Investment Income $56,267
0.0%
Bond Proceeds $0
Royalties $646,861
0.3%
Rental Property Income $4,753,339
2.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,049,418
6.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,488,515
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $81,087,087
39.6%
Assets/Debt
Total Assets $253,418,209
Total Liabilities $160,684,776
Net Assets $92,733,433
Compensation
Key Employees and Officers Compensation Related Other
Jim Matheson (Chief Executive Officer) $3,712,474 $0 $915,216
Peter Baxter (Svp Insurance & Financial Serv) $1,075,400 $0 $134,467
Veneicia Lockhart (Svp Finance (Until 4/30/2022)) $870,545 $0 $31,255
Jeffrey Connor (Chief Operating Officer) $701,991 $0 $145,271
Corey Amon (Vp Investment Stategy & Perfor) $613,880 $0 $86,885
Louis Finkel (Svp Government Relations) $603,708 $0 $135,589
Wayne Mcgurk (Svp Chief Information Officer) $569,076 $0 $196,782
Jeffrey Peterson (Svp Communications) $421,464 $0 $130,024
Danielle Sieverling (Vp Risk & Compliance Officer) $374,055 $0 $74,473
Chris Stephen (Sr. Legislative Affairs Direct) $361,124 $0 $103,964
Digna Louis (Chief Financial Officer) $347,029 $0 $43,457
Chris Christensen (President, Director) $119,250 $0 $0
Anthony Anderson (Vice President, Director) $72,000 $0 $0
Joseph Martin (Secretary Treasurer, Director) $64,500 $0 $0
Bryan Case (Director) $32,500 $0 $0
Mel Coleman (Director) $32,000 $0 $0
Danny Berthelot (Director) $32,000 $0 $0
Steven Walter (Director) $31,000 $0 $0
David Spradlin (Director) $30,250 $0 $0
Meera Kohler (Director) $28,500 $0 $0
Scott Hallowell (Director) $28,000 $0 $0
Pat Morse (Director) $27,000 $0 $0
Tim Velde (Director) $27,000 $0 $0
David Iha (Director) $26,250 $0 $0
Marion Denger (Director) $26,000 $0 $0
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990
Filed on Nov. 16, 2023

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

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Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,864,336
Expenses
$197,265,051
Net Income
-$2,400,715
Net Assets
$92,134,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $186,402,990
95.7%
Investment Income $304,448
0.2%
Bond Proceeds $0
Royalties $672,598
0.3%
Rental Property Income $2,307,757
1.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,176,543
2.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,904,633
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $78,002,478
39.5%
Assets/Debt
Total Assets $240,890,294
Total Liabilities $148,755,509
Net Assets $92,134,785
Compensation
Key Employees and Officers Compensation Related Other
Peter Baxter (Svp, Insurance & Finance) $1,977,832 $0 $350,373
Jim Matheson (Chief Executive Officer) $1,972,905 $0 $762,470
John Szczur (Vp, Investment Strat. & Pe) $1,233,903 $0 $30,842
Jeffrey Connor (Chief Operating Officer) $684,617 $0 $172,370
Louis Finkel (Svp Government Relations) $603,646 $0 $131,488
Richard Meyer (Svp, General Counsel) $548,372 $0 $52,167
Wayne Mcgurk (Svp & Cio Information Tech) $537,582 $0 $184,342
Jeffrey Peterson (Svp, Communications) $489,662 $0 $149,575
Jim Spiers (Svp, Business And Tech. St) $464,795 $0 $123,755
Veneicia Lockhart (Asst Treas; Svp, Finance) $458,493 $0 $257,766
Chris Christensen (President) $85,250 $0 $0
Joseph Martin (Secretary Treasurer) $61,000 $0 $0
Anthony Anderson (Vice President) $60,000 $0 $0
David Spradlin (Director) $32,500 $0 $0
Curtis Wynn (Director) $32,250 $0 $0
Steven Walter (Director) $30,750 $0 $0
Marion Denger (Director) $29,750 $0 $0
Kelley Smith (Director) $29,000 $0 $0
Meera Kohler (Director) $27,750 $0 $0
Phil Carson (Director) $27,250 $0 $0
Randy Papenhausen (Director) $27,250 $0 $0
Bryan Case (Director) $27,250 $0 $0
Mark Hofer (Director) $27,250 $0 $0
Randall Kleaving (Director) $27,000 $0 $0
David Iha (Director) $26,750 $0 $0
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990
Filed on Nov. 22, 2022

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Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,006,100
Expenses
$183,527,819
Net Income
$478,281
Net Assets
$94,111,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $168,938,514
91.8%
Investment Income $408,068
0.2%
Bond Proceeds $0
Royalties $581,600
0.3%
Rental Property Income $4,262,616
2.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,815,302
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,916,757
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $79,484,151
43.3%
Assets/Debt
Total Assets $229,873,296
Total Liabilities $135,761,393
Net Assets $94,111,903
Compensation
Key Employees and Officers Compensation Related Other
Jim Matheson (Chief Executive Officer) $1,955,365 $0 $317,443
John Szczur (Vp, Investment Strat. & Pe) $1,472,034 $0 $118,034
Peter Baxter (Svp, Insurance & Finance) $909,207 $0 $271,809
Jeffrey Connor (Chief Operating Officer) $686,675 $0 $139,984
Louis Finkel (Svp Government Relations) $567,653 $0 $72,111
Richard Meyer (Svp, General Counsel) $529,669 $0 $126,895
Wayne Mcgurk (Svp & Cio Information Tech) $525,179 $0 $95,957
Jim Spiers (Svp, Business And Tech. St) $461,657 $0 $116,879
Danielle Sieverling (Chief Risk And Compliance Officer) $455,422 $0 $97,099
Veneicia Lockhart (Asst Treas; Svp, Finance) $438,176 $0 $238,192
Curtis Wynn (President) $65,250 $0 $0
Chris Christensen (Vice President) $48,250 $0 $0
Anthony Anderson (Secretary Treasurer) $41,000 $0 $0
Mel Coleman (Director) $30,000 $0 $0
Phil Carson (Director) $29,000 $0 $0
Kenneth Colburn (Director) $26,000 $0 $0
Reuben Ritthaler (Director) $26,000 $0 $0
David Spradlin (Director) $25,500 $0 $0
Kevin Doddridge (Director) $25,250 $0 $0
Bryan Case (Director) $24,750 $0 $0
Thomas Madsen (Director) $24,500 $0 $0
Lynn Jacobson (Director) $23,250 $0 $11,500
Steven Walter (Director) $23,250 $0 $0
Marion Denger (Director) $22,500 $0 $0
Meera Kohler (Director) $22,500 $0 $0
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990
Filed on Nov. 22, 2022

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

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Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,779,789
Expenses
$202,013,478
Net Income
$766,311
Net Assets
$93,473,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $188,091,685
92.8%
Investment Income $515,413
0.3%
Bond Proceeds $0
Royalties $659,550
0.3%
Rental Property Income $2,937,884
1.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,575,257
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,957,846
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $83,087,101
41.1%
Assets/Debt
Total Assets $213,534,090
Total Liabilities $120,060,262
Net Assets $93,473,828
Compensation
Key Employees and Officers Compensation Related Other
Jim Matheson (Chief Executive Officer) $1,698,860 $0 $412,907
Tom Stangroom (Former Svp & Cio) $1,019,174 $0 $0
John Szczur (Vp, Investment Strat. & Pe) $893,351 $0 $165,850
Peter Baxter (Svp, Insurance & Finance) $877,690 $0 $242,940
Jeffrey Connor (Chief Operating Officer) $603,959 $0 $109,122
Christopher Stephen (Sr. Legislative Affairs Director) $472,459 $0 $74,886
Richard Meyer (Svp, General Counsel) $459,928 $0 $121,513
Jim Spiers (Svp, Business And Tech. Str) $431,156 $0 $115,351
Veneicia Lockhart (Asst Treas; Svp, Finance) $410,572 $0 $250,821
Steve Sanker (Vp, If&S Relationship Mgt.) $405,435 $0 $111,849
Scott Peterson (Svp, Communications) $392,540 $0 $124,844
Wayne Mcgurk (Svp & Cio Information Technology) $341,012 $0 $29,220
Curtis Wynn (President) $116,500 $0 $0
Chris Christensen (Vice President) $83,500 $0 $0
Anthony Anderson (Secretary Treasurer) $51,000 $0 $0
Phil Carson (Director) $43,050 $0 $0
Bryan Case (Director) $35,500 $0 $0
David Iha (Director) $33,250 $0 $0
Mel Coleman (Director) $33,000 $0 $0
Mark Hofer (Director) $32,000 $0 $0
William Hart (Director) $31,500 $0 $0
Jeffery Arnold (Director) $29,500 $0 $0
Steven Walter (Director) $29,500 $0 $0
Lawrence Becker (Director) $29,250 $0 $0
David Spradlin (Director) $29,250 $0 $0
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990
Filed on Nov. 13, 2020

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Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,080,159
Expenses
$194,127,310
Net Income
-$47,151
Net Assets
$92,350,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $177,462,598
91.4%
Investment Income $601,637
0.3%
Bond Proceeds $0
Royalties $764,289
0.4%
Rental Property Income $4,581,909
2.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,669,726
5.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,296,848
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $79,628,425
41.0%
Assets/Debt
Total Assets $207,412,991
Total Liabilities $115,062,331
Net Assets $92,350,660
Compensation
Key Employees and Officers Compensation Related Other
Jim Matheson (Chief Executive Officer) $1,444,993 $0 $369,527
John Szczur (Vp, Investment Strat. & Pe) $1,136,892 $0 $162,841
Martin Lowery (Exec. Vp, Member & Assoc.) $849,308 $0 $23,165
Peter Baxter (Sr. Vp, Insurance & Financ) $551,814 $0 $208,372
Jeffrey Connor (Chief Operating Officer) $514,126 $0 $106,122
Tom Stangroom (Sr. Vp & Cio) $433,640 $0 $44,063
Richard Meyer (Sr. Vp, General Counsel) $418,819 $0 $143,461
Jim Spiers (Vp, Business And Tech. Str) $389,956 $0 $100,256
Steve Sanker (Vp, If&S Relationship Mgt.) $382,815 $0 $113,618
Kirk Johnson (Sr. Vp, Government Relatio) $377,188 $0 $118,162
Veneicia Lockhart (Asst Treas; Sr. Vp, Financ) $373,019 $0 $273,854
Patrick Gioffre (Former Exec Vp, Internal S) $140,249 $0 $0
Phil Carson (President) $99,250 $0 $0
Curtis Wynn (Vice President) $89,000 $0 $0
Chris Christensen (Secretary Treasurer) $76,500 $0 $0
Lawrence Becker (Director) $39,950 $0 $0
Bryan Wolfe (Director) $36,500 $0 $0
Reuben Ritthaler (Director) $34,900 $0 $0
Steven Walter (Director) $33,750 $0 $0
Barry Bernstein (Director) $33,650 $0 $0
William Hart (Director) $33,500 $0 $0
David Iha (Director) $32,250 $0 $0
Charles Short (Director) $29,000 $0 $0
Greg White (Director) $29,000 $0 $0
Kelley Smith (Director) $27,500 $0 $0
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990
Filed on Aug. 27, 2019

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Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$183,539,461
Expenses
$187,824,669
Net Income
-$4,285,208
Net Assets
$88,977,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,545,986
3.0%
Program Services $162,355,669
88.5%
Investment Income $281,286
0.2%
Bond Proceeds $0
Royalties $751,763
0.4%
Rental Property Income $5,543,329
3.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,061,428
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $8,595,132
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $73,887,183
39.3%
Assets/Debt
Total Assets $195,222,962
Total Liabilities $106,245,414
Net Assets $88,977,548

Document Links

990

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

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$178,794,177
Expenses
$180,931,969
Net Income
-$2,137,792
Net Assets
$89,129,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,222,312
1.2%
Program Services $160,322,292
89.7%
Investment Income $178,981
0.1%
Bond Proceeds $0
Royalties $752,217
0.4%
Rental Property Income $5,875,693
3.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,442,682
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $10,881,025
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $69,367,579
38.3%
Assets/Debt
Total Assets $187,608,149
Total Liabilities $98,478,236
Net Assets $89,129,913
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jo Ann Emerson (Former Chief Executive Off) $1,231,026 $0 $69,994
John Szczur (Vp, Investment Strat. & Perf.) $697,152 $0 $143,885
Martin Lowery (Exec. Vp, Member & Assoc. Relations) $585,994 $0 $110,993
Jim Matheson (Chief Executive Officer) $580,647 $0 $18,333
Peter Baxter (Sr. Vp, Insurance & Financial Services) $529,529 $0 $180,435
Jeffrey Connor (Interim Ceo And Coo) $511,592 $0 $76,415
James Bausell (Sr. Vp, Communications) $453,980 $0 $32,227
Tom Stangroom (Sr. Vp & Cio) $410,587 $0 $194,722
Steve Sanker (Vp, If&S Relationship Mgt.) $407,196 $0 $79,638
Kirk Johnson (Sr. Vp, Government Relations) $365,996 $0 $127,984
Robert Dougan (Sr. Director, Retirement Projects) $363,394 $0 $110,844
Jim Spiers (Vp, Business And Tech. Strategies) $358,958 $0 $86,854
Richard Meyer (Sr. Vp, General Counsel) $356,332 $0 $131,833
Veneicia Lockhart (Asst Treas; Sr. Vp, Finance) $355,441 $0 $191,148
Patricia Fenzel (Sr. Principal, It Project Manager) $336,188 $0 $77,224
Danielle Sieverling (Chief Risk And Compliance Officer) $304,804 $0 $79,311
Tracey Steiner (Sr. Vp, Education & Training) $290,977 $0 $139,745
Monica Schmidt (Vp, National Consulting Group) $287,870 $0 $127,504
Mary Mclaury (Coo, Touchstone Energy) $247,966 $0 $91,611
Shaara Roman (Sr. Vp, Human Resources) $222,990 $0 $60,988
Mary Pat Paris (Vp, Administration) $222,714 $0 $73,189
Marc Breslaw (Exec Director, Int'l Foundation) $201,283 $0 $31,027
Michelle Rinn (Sr. Vp, Human Resources) $167,320 $0 $61,418
Patrick Gioffre (Former Exec Vp, Internal Services) $117,803 $0 $0
Mel Coleman (President) $95,600 $0 $0
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990
Filed on Nov. 15, 2017

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

View Filing
PDF XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$173,026,237
Expenses
$176,347,990
Net Income
-$3,321,753
Net Assets
$87,258,422
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,812,109
1.0%
Program Services $155,657,230
90.0%
Investment Income $133,742
0.1%
Bond Proceeds $0
Royalties $600,651
0.3%
Rental Property Income $5,751,184
3.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,071,321
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,163,983
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $70,612,189
40.0%
Assets/Debt
Total Assets $179,704,649
Total Liabilities $92,446,227
Net Assets $87,258,422
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Mark Ashton (Sr. Mgr., Equity Portfolio) $2,756,998 $0 $125,243
Peter Morris (Vp & Chief Investment Officer) $1,971,004 $0 $4,645
Jo Ann Emerson (Former Chief Executive Officer) $1,732,284 $0 $107,255
Stuart Teach (Sr. Equity Portfolio Mgr.) $1,525,174 $0 $4,674
Prabha Carpenter (Sr. Mgr., Equity Portfolio) $878,251 $0 $139,930
Douglas Kern (Sr. Mgr., Fixed Income Portfolio) $565,846 $0 $107,599
Martin Lowery (Exec Vp, Member & Assoc. Relations) $562,609 $0 $105,847
Peter Baxter (Sr. Vp Insurance & Financi) $501,687 $0 $147,436
Stephen Kaszynski (Ceo, Homestead Funds) $484,528 $0 $24,658
Thomas Stangroom (Sr. Vp & Cio) $398,493 $0 $167,746
Kirk Johnson (Sr. Vp, Goverment Relation) $354,887 $0 $117,943
Jeffrey Connor (Chief Operating Officer) $347,919 $0 $66,708
Rich Meyer (Sr. Vp, General Counsel) $329,302 $0 $118,630
James Spiers (Vp, Business & Tech. Strat) $327,357 $0 $129,062
James Bausell (Sr. Vp, Communications) $322,864 $0 $181,161
Stephen Sanker (Vp, Relationship Management) $317,555 $0 $142,194
Shaara Roman (Sr. Vp, Human Resources) $315,491 $0 $69,863
Brian Cavey (Vp, Legislative Affairs) $296,718 $0 $109,973
Veneicia Lockhart (Sr. Vp, Finance) $294,045 $0 $163,459
Danielle Sieverling (Chief Risk & Compliance Officer) $284,690 $0 $62,953
Monica Schmidt (Vp National Consulting Gro) $277,936 $0 $110,386
Dan Waddle (Sr. Vp, Nreca Int'l Ltd) $276,844 $0 $221,319
Tracey Steiner (Sr. Vp, Education & Trainin) $276,357 $0 $126,927
Jay Morrison (Vp, Regulatory Issues) $260,273 $0 $103,285
Jodi Fuller (Vp, Benefits Products & Mgmt) $254,568 $0 $85,285
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990
Filed on Nov. 15, 2016

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

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PDF (2 of 2)
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$185,329,846
Expenses
$187,606,520
Net Income
-$2,276,674
Net Assets
$85,393,484
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,015,735
3.2%
Program Services $163,253,285
88.1%
Investment Income $142,930
0.1%
Bond Proceeds $0
Royalties $538,548
0.3%
Rental Property Income $6,366,712
3.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,012,636
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $15,063,727
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $63,172,687
33.7%
Assets/Debt
Total Assets $186,789,779
Total Liabilities $101,396,295
Net Assets $85,393,484
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Peter Morris (Vp & Chief Investment Offi) $1,764,089 $0 $100,696
Jo Ann Emerson (Chief Executive Officer) $1,291,122 $0 $99,515
Stuart Teach (Sr Equity Portfolio Manage) $1,240,003 $0 $96,117
Douglas Kern (Sr Fixed Income Portfolio) $900,006 $0 $106,593
Patrick E Gioffre (Exec Vp, Internal Services) $846,158 $0 $0
Mark Ashton (Portfolio Manager) $703,861 $0 $92,932
Prabha Carpenter (Sr Equity Research Analyst) $601,676 $0 $122,043
Martin Lowery (Exec Vp, External Affairs) $543,462 $0 $105,485
Peter Baxter (Sr. Vp Insurance & Financial Services) $500,204 $0 $115,371
John Szczur (Director Pension Investmen) $403,156 $0 $95,926
Thomas Stangroom (Vp & Cio) $385,513 $0 $150,280
Glenn L English (Exec Director/Ceo) $359,966 $0 $0
John Wade (Vp Risk Mgt & Chief Actuary) $349,930 $0 $92,595
Kirk Johnson (Sr. Vp, Goverment Relations) $347,792 $0 $96,353
Rich Meyer (Sr. Vp, General Counsel) $310,519 $0 $112,866
James Bausell (Sr. Vp, Communications) $309,633 $0 $158,088
Shaara Roman (Sr. Vp, Human Resources) $301,511 $0 $54,989
Stephen Sanker (Vp Relationship Management) $297,889 $0 $128,211
Brian Cavey (Vp, Legislative Affairs) $289,285 $0 $94,067
Danielle Sieverling (Vp, Mas Cco) $269,239 $0 $53,717
Jeffrey Connor (Chief Of Staff To The Ceo) $268,222 $0 $52,269
Monica Schmidt (Vp National Consulting Gro) $268,214 $0 $96,270
Tracey Steiner (Sr. Vp Education & Training) $266,223 $0 $102,141
James Spiers (Vp, Business & Tech. Strategies) $261,584 $0 $110,107
Veneicia Lockhart (Sr Vp, Finance) $254,081 $0 $116,310
See filing for compensation of 63 other people →
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990
Filed on Nov. 16, 2015

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$194,477,157
Expenses
$202,540,765
Net Income
-$8,063,608
Net Assets
$83,203,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,383,261
1.7%
Program Services $173,519,147
89.2%
Investment Income $147,484
0.1%
Bond Proceeds $0
Royalties $435,306
0.2%
Rental Property Income $8,753,718
4.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,238,241
4.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $19,850,961
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $54,694,964
27.0%
Assets/Debt
Total Assets $169,297,953
Total Liabilities $86,094,175
Net Assets $83,203,778
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Patrick E Gioffre (Exec Vp, Internal Services) $4,454,549 $0 $182,001
Glenn L English (Exec Director/Ceo) $1,416,616 $0 $14,668
Peter Morris (Vp & Chief Investment Offi) $1,131,651 $0 $262,130
Douglas Kern (Sr Fixed Income Portfolio) $1,104,823 $0 $184,743
Jo Ann Emerson (Chief Executive Officer) $795,683 $0 $27,851
Stuart Teach (Sr Equity Portfolio Manage) $693,406 $0 $216,995
Martin Lowery (Exec Vp, External Affairs) $527,551 $0 $236,393
John Wade (Vp, Retirement Programs) $381,210 $0 $190,975
Peter Baxter (Vp Insurance Programs) $379,073 $0 $131,050
Thomas Stangroom (Vp & Cio) $368,506 $0 $210,227
Alexander Mckelway (Vp, Communications) $361,644 $0 $138,865
Kirk Johnson (Vp, Goverment Relations) $336,829 $0 $113,809
Stephen Guth (Vp, Vendor Management) $334,459 $0 $135,091
Mark Ashton (Portfolio Manager) $310,172 $0 $150,038
John Szczur (Director Pension Investmen) $285,260 $0 $127,567
Stephen Sanker (Vp Relationship Management) $283,980 $0 $151,372
Brian Cavey (Vp, Legislative Affairs) $279,962 $0 $101,409
James Bausell (Vp, Business Development) $273,644 $0 $241,377
Shaara Roman (Sr. Vp, Human Resources) $265,430 $0 $8,362
Monica Schmidt (Vp National Consulting Gro) $257,056 $0 $157,941
Danielle Sieverling (Vp, Mas Cco) $246,010 $0 $93,555
Prabha Carpenter (Sr Equity Research Analyst) $243,689 $0 $159,110
Jay Morrison (Vp Regulatory Issues) $242,419 $0 $127,620
Tracey Steiner (Vp Education & Training) $242,239 $0 $126,476
Veneicia Lockhart (Vp, Finance) $224,642 $0 $154,498
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990
Filed on Nov. 17, 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
$170,722,072
Expenses
$167,593,764
Net Income
$3,128,308
Net Assets
$89,416,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,722,564
5.1%
Program Services $146,987,571
86.1%
Investment Income $173,927
0.1%
Bond Proceeds $0
Royalties $367,609
0.2%
Rental Property Income $7,116,742
4.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,353,659
4.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $15,351,946
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $54,325,789
32.4%
Assets/Debt
Total Assets $211,569,345
Total Liabilities $122,153,102
Net Assets $89,416,243

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
$175,435,823
Expenses
$173,398,348
Net Income
$2,037,475
Net Assets
$84,925,781
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,507,505
10.0%
Program Services $143,262,642
81.7%
Investment Income $471,012
0.3%
Bond Proceeds $0
Royalties $414,452
0.2%
Rental Property Income $6,092,303
3.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,687,909
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $14,331,014
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $50,589,163
29.2%
Assets/Debt
Total Assets $212,734,842
Total Liabilities $127,809,061
Net Assets $84,925,781

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
PDF (2 of 2)

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
PDF (2 of 2)

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

990

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

PDF
PDF (2 of 2)

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

990

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

PDF
PDF (2 of 2)

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

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