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Navy Mutual Aid Association

  • City Of Arlingto, VA
  • Tax-exempt since March 1942
  • EIN: 53-0116720

Organization summary

Type of Nonprofit

Designated as a Veterans' organizations created before 1880, to provide insurance and other benefits to veterans.

Category: Public, Society Benefit — Multipurpose and Other / Military, Veterans' Organizations (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$303M (2022)

Expenses
$298M (2022)

Total Assets
$3.3B (2022)

Total Liabilities
$2.96B (2022)

Source: Form 990 tax filings from 2010 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$302,645,360
Expenses
$298,110,759
Net Income
$4,534,601
Net Assets
$345,032,768
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,836,152
43.6%
Investment Income $165,930,258
54.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,314,915
0.4%
Net Inventory Sales $0
Other Revenue $3,564,035
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,786,989
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $11,698,926
3.9%
Assets/Debt
Total Assets $3,300,429,651
Total Liabilities $2,955,396,883
Net Assets $345,032,768
Compensation
Key Employees and Officers Compensation Related Other
Rdml Brian Luther (President) $782,485 $0 $34,648
Adam Mullins (Chief Financial Officer) $461,245 $0 -$174,662
James Maltese (Senior Vp, Investments) $454,354 $0 -$70,417
Steven Cooney (Vp, Sales & Underwriting) $340,228 $0 $34,487
Peter Meyers (Vp, Solutions & Technology) $328,327 $0 $34,799
Michelle Ramos Domingue (General Counsel) $326,716 $0 $35,853
Lindsay Mcfarland (Vp, Member Services) $318,473 $0 -$39,458
Frederick Molen (Director, Actuary) $309,011 $0 $41,886
Sangeeta Jacob (Chief Strategy Officer (To 4/2022)) $291,593 $0 -$673,878
Miranda Dedja (Vp, Human Resources (To 12/2021)) $225,257 $0 -$182,194
Ryan Hutchison (Senior New Member Specialist) $218,991 $0 -$141,786
Weihong Li (Actuary) $218,519 $0 $49,859
Daniel Pautler (Manager, Professional Development) $212,563 $0 -$95,917
Jordan Cohl (Director, Finance & Accounting) $212,472 $0 $2,083
Vadm Stanley Szemborski (Chair) $0 $0 $0
Rdml Frank Thorp Iv (Vice Chair) $0 $0 $0
Vadm John Terence Blake (Director) $0 $0 $0
Vadm Ted N Branch (Director) $0 $0 $0
Eric Candelori (Director) $0 $0 $0
Capt Anthony Cooper (Director) $0 $0 $0
Christopher Dean Esq (Director) $0 $0 $0
Capt Heidi A Fleming (Director) $0 $0 $0
Capt Reggie Howard (Director) $0 $0 $0
Radm Christine Hunter (Director) $0 $0 $0
Capt Catherine Mule (Director) $0 $0 $0
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990
Filed on Nov. 14, 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
$252,544,818
Expenses
$241,942,435
Net Income
$10,602,383
Net Assets
$349,136,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,938,719
34.0%
Investment Income $172,460,367
68.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,022,605
Net Inventory Sales $0
Other Revenue $2,168,337
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,728,411
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $10,538,065
4.4%
Assets/Debt
Total Assets $3,268,377,418
Total Liabilities $2,919,241,221
Net Assets $349,136,197
Compensation
Key Employees and Officers Compensation Related Other
Rdml Brian Luther (President) $736,218 $0 $33,670
Sangeeta Jacob (Chief Strategy Officer) $463,817 $0 $253,129
Miranda Dedja (Vp, Human Resources (To 12/2021)) $435,200 $0 $318,551
Jamie Maltese (Sr. Vp, Investments) $430,360 $0 $154,378
Adam Mullins (Chief Fianancial Officer) $417,978 $0 $167,092
Frederick Molen (Director, Actuary) $282,815 $0 $41,760
Steven Cooney (Vp, Sales & Underwriting) $266,263 $0 $29,035
Michelle Ramos Domingue (General Counsel) $259,073 $0 $34,464
Bruce Engelhardt (Former President) $250,000 $0 $17,631
Peter Meyers (Vp, Solutions & Technology) $240,844 $0 $27,759
Christopher Kurdle (Senior Life Underwriter) $208,124 $0 $106,734
Lindsay Mcfarland (Vp, Member Services) $199,967 $0 $55,888
Ryan Hutchison (Senior New Member Specialist) $193,182 $0 $37,206
Jordan Cohl (Director, Finance & Accounting) $188,859 $0 $44,264
Roberto Impeduglia (Investment Manager) $174,619 $0 $67,507
Vadm Stanley Szemborski (Chair) $0 $0 $0
Rdml Frank Thorp Iv (Vice Chair) $0 $0 $0
Vadm John Terence Blake (Director) $0 $0 $0
Vadm Ted N Branch (Director (From 4/2021)) $0 $0 $0
Eric Candelori (Director (From 4/2021)) $0 $0 $0
Bgen Peter B Collins (Director (To 4/2021)) $0 $0 $0
Capt Anthony Cooper (Director) $0 $0 $0
Christopher Dean Esq (Director) $0 $0 $0
Capt Heidi A Fleming (Director (From 4/2021)) $0 $0 $0
Adm Jonathan Greenert (Director (To 4/2021)) $0 $0 $0
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990
Filed on Nov. 15, 2022

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,120,080
Expenses
$249,394,879
Net Income
$5,725,201
Net Assets
$324,629,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,016,095
31.8%
Investment Income $173,943,331
68.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,471,634
Net Inventory Sales $0
Other Revenue $1,632,288
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,730,448
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $11,244,237
4.5%
Assets/Debt
Total Assets $3,244,413,996
Total Liabilities $2,919,784,704
Net Assets $324,629,292
Compensation
Key Employees and Officers Compensation Related Other
Radm Bruce Engelhardt (President (To 9/2020)) $832,225 $0 $134,697
Rdml Brian Luther (President (From 10/2020)) $473,045 $0 $33,115
Sangeeta Jacob (Chief Operating Officer) $434,377 $0 $509,828
Miranda Dedja (Vp, Human Resources) $402,467 $0 $248,647
Jamie Maltese (Sr. Vp, Investments) $398,445 $0 $154,902
Adam Mullins (Chief Fianancial Officer) $387,980 $0 $200,108
Stephen Pietropaoli (Chief Advisor To The President (To 5/2020)) $321,734 $0 $116,653
Frederick Molen (Director, Actuary) $243,107 $0 $46,362
Michelle Ramos Domingue (General Counsel) $236,527 $0 $33,945
Peter Meyers (Director, Solutions & Technology) $217,137 $0 $25,191
Christopher Kurdle (Director, Underwriting) $204,394 $0 $185,513
Frederick Mihalo (Senior Sales Manager) $203,413 $0 $166,876
Ryan Hutchison (Lead Sales Producer) $202,088 $0 $67,070
Lauren Bloom (General Counsel (To 7/2019)) $190,506 $0 $112,365
Vadm Stanley Szemborski (Chair (From 4/2020)) $0 $0 $0
Radm John Luecke (Chair (To 4/2020)) $0 $0 $0
Rdml Frank Thorp Iv (Vice Chair (From 4/2020)) $0 $0 $0
Eric Candelori (Vice Chair (To 4/2020)) $0 $0 $0
Vadm John Terence Blake (Director) $0 $0 $0
Bgen Peter B Collins (Director) $0 $0 $0
Capt Anthony Cooper (Director) $0 $0 $0
Christopher Dean Esq (Director) $0 $0 $0
Adm Jonathan Greenert (Director) $0 $0 $0
Radm Christine Hunter (Director) $0 $0 $0
Capt Catherine Mule (Director) $0 $0 $0
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990
Filed on Nov. 6, 2021

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,614,699
Expenses
$248,600,100
Net Income
$7,014,599
Net Assets
$317,273,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,711,934
32.4%
Investment Income $171,823,598
67.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$19,274
Net Inventory Sales $0
Other Revenue $1,098,441
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,247,693
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $10,601,188
4.3%
Assets/Debt
Total Assets $3,184,755,036
Total Liabilities $2,867,481,151
Net Assets $317,273,885
Compensation
Key Employees and Officers Compensation Related Other
Radm Bruce Engelhardt (President) $766,673 $0 $127,690
Rdml Brian Luther (Chief Strategy Officer) $365,290 $0 $14,867
Sangeeta Jacob (Chief Operating Officer (From 3/2019)) $361,196 $0 $413,719
Stephen Pietropaoli (Chief Operating Officer) $342,760 $0 $50,494
Adam Mullins (Chief Financial Officer) $295,007 $0 $152,531
Lauren Bloom (Gen Counsel/Vp, Govt Affairs (To 7/2019)) $286,793 $0 $204,716
Jamie Maltese (Sr. Vp, Investments) $286,753 $0 $136,961
Miranda Dedja (Vp, Hr, Facilities, & Administration) $285,012 $0 $157,763
Ryan Hutchison (Lead Sales Producer) $203,607 $0 $49,013
Craig Cressman (Sr. Director, Membership & Military Affairs) $199,708 $0 $57,230
Frederick Molen (Director, Actuary) $195,504 $0 $25,655
Christopher Kurdle (Director, Underwriting) $189,815 $0 $182,130
Joshua Feuerstein (Director, Marketing) $179,099 $0 $53,021
Radm John Luecke (Chair) $0 $0 $0
Eric Candelori (Vice Chair) $0 $0 $0
Vadm John Terence Blake (Director (From 4/2019)) $0 $0 $0
Bgen Peter B Collins (Director) $0 $0 $0
Capt Anthony Cooper (Director) $0 $0 $0
Christopher Dean Esq (Director) $0 $0 $0
Adm Jonathan Greenert (Director) $0 $0 $0
Radm Christine Hunter (Director) $0 $0 $0
Capt Catherine Mule (Director) $0 $0 $0
Capt Nita Sood (Director) $0 $0 $0
Vadm Stanley Szemborski (Director) $0 $0 $0
Radm Cari B Thomas (Director) $0 $0 $0
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990
Filed on Nov. 16, 2020

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,230,031
Expenses
$248,840,732
Net Income
$1,389,299
Net Assets
$306,821,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,687,119
31.4%
Investment Income $173,252,147
69.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,779,419
Net Inventory Sales $0
Other Revenue $1,070,184
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,574,860
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,428,741
4.2%
Assets/Debt
Total Assets $3,124,123,706
Total Liabilities $2,817,302,355
Net Assets $306,821,351
Compensation
Key Employees and Officers Compensation Related Other
Radm Bruce Engelhardt (President) $738,424 $0 $95,199
Stephen Pietropaoli (Chief Operating Officer) $336,818 $0 $100,944
Sangeeta Jacob (Senior Vp, Operations And Solutions & Technology) $326,583 $0 $97,488
Lauren Bloom (General Counsel / Vp, Government Affairs) $281,342 $0 $119,081
Jamie Maltese (Vp, Investments) $280,590 $0 $85,010
Miranda Dedja (Vp, Hr, Facilities & Administration) $277,874 $0 $80,277
Adam Mullins (Vp, Finance & Accounting) $271,876 $0 $83,671
Robert Holt (Vp, Sales) $251,653 $0 $69,983
David Fridell (Chief Financial Officer (To Apr '18)) $250,724 $0 $34,263
Brian Luther (Chief Strategy Officer) $228,792 $0 $10,037
Ryan Hutchison (Sales Representative) $189,408 $0 $34,117
Christina Marino (Director, Claims & Customer Service) $189,030 $0 $54,501
Christopher Kurdle (Director, Underwriting) $180,363 $0 $100,224
Ronald Carter (Project Management Office Leader) $175,230 $0 $42,488
Craig Cressman (Director, Education & Veteran Services) $165,031 $0 $32,647
Radm John Luecke (Chair) $0 $0 $0
Eric Candelori (Vice Chair) $0 $0 $0
Bgen Peter B Collins (Director) $0 $0 $0
Capt Anthony Cooper (Director) $0 $0 $0
Christopher Dean (Director) $0 $0 $0
Adm Jonathan Greenert (Director) $0 $0 $0
Radm Christine Hunter (Director) $0 $0 $0
Maj Gen Carl Jensen (Director (To Apr '18)) $0 $0 $0
Capt Catherine Mule (Director) $0 $0 $0
Capt Nita Sood (Director) $0 $0 $0
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990
Filed on Nov. 13, 2019

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

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$259,115,626
Expenses
$248,728,952
Net Income
$10,386,674
Net Assets
$304,205,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $81,649,893
31.5%
Investment Income $176,334,821
68.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,903
0.0%
Net Inventory Sales $0
Other Revenue $1,124,009
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,168,039
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $10,530,627
4.2%
Assets/Debt
Total Assets $3,076,919,282
Total Liabilities $2,772,713,522
Net Assets $304,205,760
Compensation
Key Employees and Officers Compensation Related Other
Bruce Engelhardt (President) $713,868 $0 $125,573
David Fridell (Chief Financial Officer) $433,970 $0 $129,399
Stephen Pietropaoli (Chief Operationg Officer) $327,748 $0 $43,793
Michelle Brickwedde (Vp, Human Resources) $296,966 $0 $128,580
Sangeeta Jacob (Vp, Operations) $275,826 $0 $268,143
Miranda Dedja (Director, Human Resources) $266,924 $0 $174,716
Lauren Bloom (Vp, Governmental Affairs) $259,923 $0 $171,923
Jamie Maltese (Vp, Investments) $256,368 $0 $82,639
Adam Mullins (Vp, Finance And Accounting) $235,474 $0 $106,164
Robert Holt (Vp, Sales) $230,722 $0 $80,960
Elizabeth Falkey (Director, Insurance Solutions) $202,874 $0 $63,554
Ryan Hutchison (Sales Representative) $189,503 $0 $46,446
Ronald Carter (Director, New Business) $181,439 $0 $75,199
Christina Marino (Director, Claims And Customer Service) $178,949 $0 $35,079
Peter B Collins (Director) $0 $0 $0
Christopher Dean (Director) $0 $0 $0
Christine Hunter (Director) $0 $0 $0
Carl Jensen (Director) $0 $0 $0
Catherine Mule (Director) $0 $0 $0
Nita Sood (Director) $0 $0 $0
Stan Szemborski (Director) $0 $0 $0
Frank Thorp (Director) $0 $0 $0
Mike Williams (Director) $0 $0 $0
Anthony Winns (Director) $0 $0 $0
Anthony Cooper (Director From 4/2017) $0 $0 $0
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990
Filed on Nov. 13, 2018

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

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Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$252,271,084
Expenses
$235,593,661
Net Income
$16,677,423
Net Assets
$282,420,606
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,384,656
30.3%
Investment Income $173,116,042
68.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,558,406
0.6%
Net Inventory Sales $0
Other Revenue $1,211,980
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,043,921
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $9,017,173
3.8%
Assets/Debt
Total Assets $3,003,952,104
Total Liabilities $2,721,531,498
Net Assets $282,420,606
Compensation
Key Employees and Officers Compensation Related Other
Bruce Engelhardt (President) $687,440 $0 $46,727
Jack Mcveigh (Vp Marketing & Sales) $433,461 $0 $67,095
David Fridell (Chief Financial Officer) $432,628 $0 $86,158
Stephen Pietropaoli (Chief Operationg Officer) $309,479 $0 $105,801
Michelle Brickwedde (Vp Human Resources) $273,427 $0 $65,614
Lauren Bloom (General Counsel & Vp Government Affairs) $271,733 $0 $111,884
Sangeeta Jacob (Vp Operations) $260,128 $0 $76,466
Robert Holt (Director Of Sales) $236,859 $0 $47,900
Miranda Dedja (Director, Administration & Facilities) $233,413 $0 $95,810
Elizabeth Falkey (Director, It Business Relationships) $222,150 $0 $42,496
Jamie Maltese (Vp Investements) $220,108 $0 $61,921
Dave Bragg (Vp Information Technology) $214,920 $0 $56,671
Adam Mullins (Vp Finance & Accounting) $201,725 $0 $60,535
Ryan Hutchison (Sales Representative) $201,450 $0 $31,275
Wei Hu (Actuary) $173,836 $0 $62,719
Gary Blore (Director) $0 $0 $0
Eric Candelori (Director) $0 $0 $0
Peter B Collins (Director) $0 $0 $0
Christopher Dean (Director) $0 $0 $0
Carl Jensen (Director) $0 $0 $0
John Luecke (Director) $0 $0 $0
Catherine Mule (Director) $0 $0 $0
Stan Szemborski (Director) $0 $0 $0
Frank Thorp (Director) $0 $0 $0
Mike Williams (Director) $0 $0 $0
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990
Filed on Nov. 9, 2017

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,717,085
Expenses
$240,998,240
Net Income
$38,718,845
Net Assets
$265,502,601
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,951,286
28.9%
Investment Income $174,105,858
62.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,432,200
8.4%
Net Inventory Sales $0
Other Revenue $1,227,741
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,691,330
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $6,672,173
2.8%
Assets/Debt
Total Assets $2,925,614,194
Total Liabilities $2,660,111,593
Net Assets $265,502,601
Compensation
Key Employees and Officers Compensation Related Other
Bruce Engelhardt (President) $673,556 $0 $91,637
David Fridell (Chief Financial Officer) $323,071 $0 $66,987
Stephen Pietropaoli (Chief Operating Officer) $286,045 $0 $40,981
Michelle Brickwedde (Vp Hr) $278,327 $0 $50,439
John Mcveigh (Vp Marketing & Sales) $276,176 $0 $42,969
Lauren Bloom (General Counsel & Vp Government Affairs) $265,574 $0 $68,003
David Bragg (Vp It) $238,337 $0 $39,735
Sangeeta Jacob (Vp Operations) $216,998 $0 $61,674
Robert Holt (Director Of Sales) $207,331 $0 $26,375
Jamie Maltese (Vp Investments) $188,477 $0 $42,515
Anthony Glassford (Director, New Business) $185,753 $0 $34,877
Miranda Dedja (Director, Administration & Facilities) $185,466 $0 $37,275
Elizabeth Falkey (Director, It Business Relationships) $170,082 $0 $22,238
Adam Mullins (Director, Finance & Accounting) $169,498 $0 $47,590
Patrick Norton (Director, Of Business Intelligence & Analytics) $160,633 $0 $22,327
Frederick Mihalo (Team Lead Sales) $151,570 $0 $31,988
Gary Blore (Director) $0 $0 $0
Eric Candelori (Director) $0 $0 $0
Christopher Dean (Director) $0 $0 $0
Carl Jensen (Director) $0 $0 $0
John Luecke (Director) $0 $0 $0
Michael Mcdaniel (Director) $0 $0 $0
Cate Mueller (Director) $0 $0 $0
Stan Szemborski (Director) $0 $0 $0
Frank Thorp (Director) $0 $0 $0
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990
Filed on Nov. 8, 2016

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Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,613,872
Expenses
$240,673,242
Net Income
$9,940,630
Net Assets
$251,740,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $77,365,810
30.9%
Investment Income $170,272,445
67.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,613,314
0.6%
Net Inventory Sales $0
Other Revenue $1,362,303
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,892,147
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $6,384,227
2.7%
Assets/Debt
Total Assets $2,848,318,132
Total Liabilities $2,596,577,484
Net Assets $251,740,648
Compensation
Key Employees and Officers Compensation Related Other
Bruce Engelhardt (President) $604,091 $0 $68,003
David Fridell (Chief Financial Officer) $294,473 $0 $55,358
Lauren Bloom (General Counsel) $258,250 $0 $58,687
Michelle Brickwedde (Vp Hr & Admin) $254,808 $0 $38,375
John Mcveigh (Vp Membership) $252,791 $0 $40,454
Stephen Pietropaoli (Chief Operating Officer) $228,133 $0 $26,197
David Bragg (Vp It) $220,689 $0 $32,530
Sangeeta Jacob (Vp, Business Process Reeng) $214,729 $0 $53,701
Robert Holt (Director Of Sales) $188,852 $0 $22,346
Paul Higgins (Director Of Underwriting) $180,043 $0 $21,332
Ryan Hutchinson (Sales Representative) $163,673 $0 $17,824
Jamie Maltese (Vice President Of Investments) $162,910 $0 $27,968
Daniel Walczuk (Sales Representative) $161,010 $0 $30,082
Adam Mullins (Director, Finance & Accoun) $157,023 $0 $38,743
Eric Candelori (Director) $0 $0 $0
Michelle Dunning (Director) $0 $0 $0
Carl Jensen (Director) $0 $0 $0
John Luecke (Director) $0 $0 $0
Michael Mcdaniel (Director) $0 $0 $0
Erica Schwartz (Director) $0 $0 $0
Stan Szemborski (Director) $0 $0 $0
Frank Thorp Iv (Director) $0 $0 $0
Leo Williams (Director) $0 $0 $0
Mike Williams (Director) $0 $0 $0
Gary T Blore (Director (From 4/2014)) $0 $0 $0
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990
Filed on Nov. 13, 2015

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

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Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$253,112,277
Expenses
$223,023,690
Net Income
$30,088,587
Net Assets
$230,602,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,367,834
29.4%
Investment Income $167,699,559
66.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,994,078
3.9%
Net Inventory Sales $0
Other Revenue $1,050,806
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,566,748
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $5,278,316
2.4%
Assets/Debt
Total Assets $2,779,441,493
Total Liabilities $2,548,838,990
Net Assets $230,602,503
Compensation
Key Employees and Officers Compensation Related Other
Bruce Engelhardt (President) $534,880 $0 $77,956
David Fridell (Chief Financial Officer) $261,979 $0 $34,979
John Mcveigh (Vp Membership) $252,692 $0 $39,450
Michelle Brickwedde (Vp Hr & Admin) $239,313 $0 $40,677
Lauren Bloom (General Counsel) $235,666 $0 $59,810
Sangeeta Jacob (Vp, Business Process Reeng) $213,052 $0 $51,174
Allen Mccray (Vp Investments) $201,618 $0 $48,179
David Bragg (Vp It) $191,771 $0 $14,314
Paul Higgins (Director Of Underwriting) $173,211 $0 $4,769
Robert Holt (Director Of Sales) $170,458 $0 $23,815
Daniel Walczuk (Sales Representative) $157,122 $0 $30,305
Adam Mullins (Director, Finance & Accounting) $148,107 $0 $36,834
Mark Summers (Director, Beneficiary & Customer Service) $148,090 $0 $33,746
Stephen Pietropaoli (Chief Operationg Officer) $63,616 $0 $5,622
Eric Candelori (Director) $0 $0 $0
John Luecke (Director) $0 $0 $0
Kathleen Martin (Director) $0 $0 $0
Michelle Dunning (Director) $0 $0 $0
Michael Mcdaniel (Director) $0 $0 $0
John Roots (Director) $0 $0 $0
Erica Schwartz (Director) $0 $0 $0
Patrick Stillman (Director) $0 $0 $0
Stan Szemborski (Director) $0 $0 $0
Frank Thorp Iv (Director) $0 $0 $0
Leo Williams (Director) $0 $0 $0
See filing for compensation of 7 other people →
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Document Links

990
Filed on Nov. 13, 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
$243,294,039
Expenses
$219,125,939
Net Income
$24,168,100
Net Assets
$195,175,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,869,379
30.8%
Investment Income $166,084,874
68.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,312,874
0.5%
Net Inventory Sales $0
Other Revenue $1,026,912
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,482,199
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,040,185
2.3%
Assets/Debt
Total Assets $2,696,874,214
Total Liabilities $2,501,698,663
Net Assets $195,175,551

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
$261,007,568
Expenses
$244,665,313
Net Income
$16,342,255
Net Assets
$199,337,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,545,369
33.2%
Investment Income $160,888,557
61.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,535,299
4.8%
Net Inventory Sales $0
Other Revenue $1,038,343
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,324,910
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,769,684
1.5%
Assets/Debt
Total Assets $2,681,325,206
Total Liabilities $2,481,988,060
Net Assets $199,337,146

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$236,915,191
Expenses
$234,054,997
Net Income
$2,860,194
Net Assets
$191,325,424
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,471,964
36.9%
Investment Income $153,553,160
64.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,015,487
Net Inventory Sales $0
Other Revenue $905,554
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,002,507
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,554,166
1.9%
Assets/Debt
Total Assets $2,571,859,432
Total Liabilities $2,380,534,008
Net Assets $191,325,424

Document Links

990

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

PDF
PDF (2 of 2)

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

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

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

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