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Association For Financial Professionals Inc

Tma
  • Rockville, MD
  • Tax-exempt since Dec. 1981
  • EIN: 58-1424769

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
$21.5M (2023)

Expenses
$21.7M (2023)

Total Assets
$29.6M (2023)

Total Liabilities
$17.7M (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,479,373
Expenses
$21,748,156
Net Income
-$268,783
Net Assets
$11,966,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,189,460
98.7%
Investment Income $577,119
2.7%
Bond Proceeds $0
Royalties $1,580
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$288,786
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,494,461
16.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,396,083
24.8%
Assets/Debt
Total Assets $29,647,623
Total Liabilities $17,681,156
Net Assets $11,966,467
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (President, Ceo) $1,068,166 $0 $55,605
Himashi Soriano (Director Apac) $502,912 $0 $92,804
Jeff Glenzer (Executive Vp, Coo) $418,053 $0 $62,661
Patrick Culkin (Executive Vp) $417,251 $0 $62,667
Francine Hope Pressley (Chief Financial Officer) $279,717 $0 $45,962
Melissa Rawak (Md Membership, Mktg, Events) $278,756 $0 $41,761
Galina Kozachenko (Md Strategy, Analytics, Tech) $271,946 $0 $51,925
Kevin Boyle (Dir Access Sales) $245,382 $0 $40,983
Bryan Lapidus (Director, Fp&A) $224,028 $0 $37,797
Biniam Dawit (Dir Training Programs) $205,879 $0 $38,878
Diane Harris (Dir It & Project Mgmt Office) $201,970 $0 $19,852
Michael High Fpac (Chairman) $0 $0 $0
Gina Collis Ctp (Vice Chair) $0 $0 $0
Geetanjali Tandon (Vice Chair) $0 $0 $0
Terry Crawford Ctp (Special Counsel To The Bod) $0 $0 $0
Jeff Altman (Director) $0 $0 $0
Tracy Butler Ctp (Director) $0 $0 $0
Joel Campbell (Director) $0 $0 $0
Eric Ellis (Director) $0 $0 $0
Susan Glass Ctp (Director) $0 $0 $0
Terri Mimms Ctp Fpac (Director) $0 $0 $0
Sassan Parandeh Ctp (Director) $0 $0 $0
Tamara Saront Eisner Ctp (Director) $0 $0 $0
Fred Schacknies Ctp (Director) $0 $0 $0
Gaileon Thompson Ctp Fpac (Director) $0 $0 $0
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990
Filed on May 10, 2024

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

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Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,420,491
Expenses
$20,417,379
Net Income
$3,112
Net Assets
$10,872,393
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,386,905
6.8%
Program Services $17,529,762
85.8%
Investment Income $815,982
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $687,842
3.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,900,660
14.2%
Professional Fundraising Fees $0
Other Salaries and Wages $5,240,808
25.7%
Assets/Debt
Total Assets $26,607,143
Total Liabilities $15,734,750
Net Assets $10,872,393
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (President, Ceo) $999,057 $0 $29,971
Himashi Soriano (Director Apac) $460,409 $0 $77,179
Patrick Culkin (Executive Vp) $372,588 $0 $33,336
Jeff Glenzer (Executive Vp, Coo) $372,587 $0 $33,183
Francine Hope Pressley (Chief Financial Officer) $255,666 $0 $22,484
Melissa Rawak (Md Membership, Mktg, Events) $247,652 $0 $16,330
Kevin Boyle (Dir Access Sales) $246,566 $0 $17,687
Justin Barch (Dir Corp Sales (Thru 3/22)) $246,566 $0 $11,489
Galina Kozachenko (Md Strategy, Analytics, Tech) $240,707 $0 $29,783
Bryan Lapidus (Director, Fp&A) $202,627 $0 $18,436
Thomas Hunt (Dir Treasury Services) $175,252 $0 $12,249
Robert Whitaker Ctp (Chairman Of The Board) $0 $0 $0
Gaileon Thompson Ctp Fpac (Vice Chairman Treasurer) $0 $0 $0
Michael High Fpac (Vice Chairman Secretary) $0 $0 $0
Terry Crawford Ctp (Special Advisor To The Bod) $0 $0 $0
Tracy Butler Ctp (Director) $0 $0 $0
Gina Collis Ctp (Director) $0 $0 $0
Eric Ellis (Director) $0 $0 $0
Chris Fulton Ctp (Director) $0 $0 $0
T Jonathan Hall Ctp (Director) $0 $0 $0
Jordan Krugman Ctp (Director) $0 $0 $0
Tamara Saront Eisner Ctp (Director) $0 $0 $0
Fred Schacknies Ctp (Director) $0 $0 $0
Matt Skurbe Ctp (Director) $0 $0 $0
Geetanjali Tandon (Director) $0 $0 $0
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990
Filed on May 10, 2023

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

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,069,162
Expenses
$17,434,397
Net Income
-$2,365,235
Net Assets
$14,984,588
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,416,949
89.0%
Investment Income $414,929
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,237,284
8.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,972,589
22.8%
Professional Fundraising Fees $0
Other Salaries and Wages $4,311,217
24.7%
Assets/Debt
Total Assets $30,134,135
Total Liabilities $15,149,547
Net Assets $14,984,588
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (President, Ceo) $1,773,281 $0 $33,825
Himashi Soriano (Director Apac) $384,666 $0 $12,935
Patrick Culkin (Executive Vp) $318,098 $0 $36,724
Jeff Glenzer (Executive Vp, Coo) $316,404 $0 $36,671
Kevin Boyle (Dir Access Sales) $223,084 $0 $18,038
Melissa Rawak (Md Membership, Mktg, Events) $217,352 $0 $19,653
Galina Kozachenko (Md Strategy, Analytics, Tech) $212,290 $0 $24,416
Justin Barch (Dir Corp Sales) $209,875 $0 $21,118
Brian Lapidus (Corp Sales Executive) $183,674 $0 $11,448
Yvonne Appiah (Controller) $181,856 $0 $12,754
Francine Hope Pressley (Chief Financial Officer) $138,658 $0 $13,661
Robert Whitaker Ctp (Chairman Of The Board) $0 $0 $0
Terry Crawford (Chairman Of The Board) $0 $0 $0
Gaileon Thompson Ctp Fpa (Vice Chairman Treasurer) $0 $0 $0
Michael High (Vice Chairman Secretary) $0 $0 $0
Jordan Krugman (Former Vice Chairman Sec) $0 $0 $0
Irena Barisic Fpa (Director) $0 $0 $0
Tracy Butler (Director) $0 $0 $0
Eric Ellis (Director) $0 $0 $0
Chris Fulton Ctp (Director) $0 $0 $0
T Jonathan Hall Ctp (Director) $0 $0 $0
Ferdinand Jahnel Ctp (Director (Thru 10/2020)) $0 $0 $0
Joan Piscitelo Ctp (Director (Thru 10/2020)) $0 $0 $0
Tamara Saront Eisner Ctp (Director) $0 $0 $0
Fred Schacknies (Director) $0 $0 $0
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990
Filed on May 13, 2022

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

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Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,575,445
Expenses
$21,809,118
Net Income
$1,766,327
Net Assets
$15,415,185
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,188,251
94.1%
Investment Income $657,823
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $729,371
3.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,175,847
14.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,029,310
23.1%
Assets/Debt
Total Assets $30,753,315
Total Liabilities $15,338,130
Net Assets $15,415,185
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (President, Ceo) $1,118,798 $0 $215,624
Himashi Soriano (Director Apac) $449,307 $0 $20,857
Patrick Culkin (Executive Vp) $381,624 $0 $37,027
Jeff Glenzer (Executive Vp, Coo) $371,330 $0 $57,376
Melissa Rawak (Md Membership, Mktg, Events) $262,653 $0 $33,069
Galina Kozachenko (Md Strategy, Analytics, Tech) $234,598 $0 $47,066
Donna Berzellini (Md Learning & Development) $229,734 $0 $49,543
Justin Barch (Dir Corp Sales) $212,811 $0 $19,765
Kevin Boyle (Dir Access Sales) $210,074 $0 $35,375
Brian Lapidus (Corp Sales Executive) $202,424 $0 $38,121
Thomas Hunt (Dir Treasury Services) $174,273 $0 $23,854
Robert Whitaker Ctp (Chairman Of The Board) $0 $0 $0
Terry Crawford Ctp (Vice Chairman Treasurer) $0 $0 $0
Jordan Krugman Ctp (Vice Chairman Secretary) $0 $0 $0
Irena Barisic Fpa (Director) $0 $0 $0
Chris Fulton Ctp (Director) $0 $0 $0
T Jonathan Hall Ctp (Director) $0 $0 $0
Michael High Fpa (Director) $0 $0 $0
Ferdinand Jahnel Ctp (Director) $0 $0 $0
Joan Piscitello Ctp (Director) $0 $0 $0
Tamara Saront Eisner Ctp (Director) $0 $0 $0
Fred Schacknies (Director) $0 $0 $0
Matthew Skurbe Ctp (Director) $0 $0 $0
Gaileon Thompson Ctp Fpa (Director) $0 $0 $0
Meredith Vance Ctp (Director) $0 $0 $0
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990
Filed on April 30, 2021

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,314,503
Expenses
$23,825,649
Net Income
$1,488,854
Net Assets
$13,883,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,553,967
97.0%
Investment Income $759,755
3.0%
Bond Proceeds $0
Royalties $30
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $751
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,186,516
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $5,291,525
22.2%
Assets/Debt
Total Assets $33,043,455
Total Liabilities $19,160,124
Net Assets $13,883,331
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (President, Ceo) $1,045,488 $0 $165,492
Patrick Culkin (Executive Vp) $347,919 $0 $44,752
Jeff Glenzer (Executive Vp, Coo) $321,953 $0 $44,685
Elizabeth Gunzel (Md People & Training) $235,044 $0 $25,884
Melissa Rawak (Md Membership, Mktg, Events) $229,840 $0 $28,156
Donna Berzellini (Md Learning & Development) $214,015 $0 $31,352
Kevin Boyle (Dir Access Sales) $208,956 $0 $29,068
Justin Barch (Dir Corp Sales) $208,523 $0 $17,347
Galina Kozachenko (Md Strategy, Analytics, Tech) $199,827 $0 $37,071
Joseph De Salvio (Cfo) $184,290 $0 $30,748
Timothy Eagan (Corp Sales Executive) $174,085 $0 $17,244
Thomas Hunt (Dir Treasury Services) $169,629 $0 $25,727
Raheim Swann (Corp Sales Executive) $159,355 $0 $24,460
Robert Whitaker Ctp (Chairman Of The Board) $0 $0 $0
Terry Crawford Ctp (Vice Chairman Treasurer) $0 $0 $0
Jordan Krugman Ctp (Vice Chairman Secretary) $0 $0 $0
Jeff Johnson Ctp Cpa (Past Chairman) $0 $0 $0
Irena Barisic Fpa (Director) $0 $0 $0
Chris Fulton Ctp (Director) $0 $0 $0
T Jonathan Hall Ctp (Director) $0 $0 $0
Michael High Fpa (Director) $0 $0 $0
Ferdinand Jahnel Ctp (Director) $0 $0 $0
Joan Piscitello Ctp (Director) $0 $0 $0
Tamara Saront Eisner Ctp (Director) $0 $0 $0
Fred Schacknies (Director) $0 $0 $0
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990
Filed on May 14, 2020

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

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,667,158
Expenses
$23,214,106
Net Income
$1,453,052
Net Assets
$12,351,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,271,830
94.3%
Investment Income $500,015
2.0%
Bond Proceeds $0
Royalties $3,550
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $891,763
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,820,882
12.2%
Professional Fundraising Fees $0
Other Salaries and Wages $6,136,750
26.4%
Assets/Debt
Total Assets $31,509,558
Total Liabilities $19,158,019
Net Assets $12,351,539
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (Ceo) $967,791 $0 $159,920
Joseph Desalvio (Cfo) $319,622 $0 $39,626
Patrick Culkin (Vp, Strategy) $301,137 $0 $37,933
Jeff Glenzer (Chief Operating Officer) $287,241 $0 $36,994
Craig Martin (Director, Treasury Practice) $242,678 $0 $15,307
David Lewis (Managing Dir, Membership) $225,203 $0 $13,818
Melissa Rawak (Managing Dir, Marketing & Meetings) $206,133 $0 $27,197
Donna Berzellini (Managing Director, Certification) $201,379 $0 $31,471
Elizabeth Gunzel (Managing Dir, People & Training) $200,983 $0 $16,332
Justin Barch (Director, Corporate Sales) $198,410 $0 $15,560
Kevin Boyle (Director, Access Sales) $189,846 $0 $30,626
Thomas Hunt (Director, Treasury Service) $163,463 $0 $30,682
Tim Eagan (Corporate Sales Executive) $158,849 $0 $16,045
Jeff Johnson (Board Chairman) $0 $0 $0
June Johnson (Vice Chairman) $0 $0 $0
Robert Whitaker (Vice Chairman) $0 $0 $0
Anthony Scaglione (Past Chairman) $0 $0 $0
Ann Anthony (Director) $0 $0 $0
Terry Crawford (Director) $0 $0 $0
Melvyn D'souza (Director) $0 $0 $0
Chris Fulton (Director) $0 $0 $0
T Jonathan Hall (Director) $0 $0 $0
Patricia Hui (Director) $0 $0 $0
Ferdinand Jahnel (Director) $0 $0 $0
Rue Jenkins (Director) $0 $0 $0
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990
Filed on May 13, 2019

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

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Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,242,099
Expenses
$21,787,341
Net Income
$1,454,758
Net Assets
$13,348,006
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,894,724
94.2%
Investment Income $373,702
1.6%
Bond Proceeds $0
Royalties $19,056
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $954,617
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,996,457
13.8%
Professional Fundraising Fees $0
Other Salaries and Wages $5,446,247
25.0%
Assets/Debt
Total Assets $30,047,852
Total Liabilities $16,699,846
Net Assets $13,348,006
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (Ceo) $950,426 $0 $164,172
Joseph Desalvio (Cfo) $314,613 $0 $37,955
Patrick Culkin (Vp, Strategy) $283,507 $0 $37,101
Jeff Glenzer (Chief Operating Officer) $281,362 $0 $35,950
David Lewis (Managing Director, Membership) $207,179 $0 $24,707
Donna Berzellini (Managing Director, Certification) $205,761 $0 $34,243
Craig Martin (Director, Treasury Practic) $204,710 $0 $26,390
Kevin Boyle (Director, Sales) $196,729 $0 $30,779
Melissa Rawak (Managing Dir., Marketing & Meetings) $195,282 $0 $26,858
Elizabeth Gunzel (Managing Dir., People & Training) $188,735 $0 $14,444
Justin Barch (Director, Corporate Sales) $172,160 $0 $13,630
Maryellen Saunders (Managing Director, Educati) $165,894 $0 $5,512
Thomas Hunt (Director, Treasury Services) $159,268 $0 $30,180
Jeff Johnson (Board Chairman) $0 $0 $0
June Johnson (Vice Chairman) $0 $0 $0
Robert Whitaker (Vice Chairman) $0 $0 $0
Anthony Scaglione (Past Chairman) $0 $0 $0
Ann Anthony (Director) $0 $0 $0
Terry Crawford (Director) $0 $0 $0
Melvyn D'souza (Director) $0 $0 $0
Chris Fulton (Director) $0 $0 $0
T Jonathan Hall (Director) $0 $0 $0
Patricia Hui (Director) $0 $0 $0
Ferdinand Jahnel (Director) $0 $0 $0
Rue Jenkins (Director) $0 $0 $0
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990
Filed on May 11, 2018

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

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,332,410
Expenses
$23,543,633
Net Income
-$211,223
Net Assets
$10,465,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,383,928
95.9%
Investment Income $485,769
2.1%
Bond Proceeds $0
Royalties $12,378
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $449,630
1.9%
Net Inventory Sales $0
Other Revenue $705
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,261,865
13.9%
Professional Fundraising Fees $0
Other Salaries and Wages $5,919,260
25.1%
Assets/Debt
Total Assets $25,262,169
Total Liabilities $14,796,295
Net Assets $10,465,874
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (Ceo) $925,356 $0 $157,812
Joseph Desalvio (Cfo) $309,630 $0 $35,346
Jeff Glenzer (Chief Operating Officer) $280,827 $0 $33,701
Patrick Culkin (Vp, Strategy) $268,364 $0 $33,749
Deborah Forbes (Executive Director, Cieba) $250,048 $0 $17,060
David Lewis (Managing Director, Membership) $202,102 $0 $22,655
Maryellen Saunders (Managing Director, Education) $201,133 $0 $20,631
Craig Martin (Director, Treasury Practice) $199,338 $0 $24,074
Donna Berzellini (Managing Director, Certification) $195,904 $0 $29,156
Melissa Rawak (Managing Director, Marketing) $192,674 $0 $23,534
Kevin Boyle (Director, Sales) $186,331 $0 $27,793
Elizabeth Esquerre (Controller) $156,153 $0 $28,008
Anthony Scaglione (Board Chairman) $0 $0 $0
Jeff Johnson (Vice Chairman) $0 $0 $0
Roberta Eiseman (Vice Chairman) $0 $0 $0
Susan Glass (Past Chairman) $0 $0 $0
Anita Patterson (Director) $0 $0 $0
Terry Crawford (Director) $0 $0 $0
Ann Anthony (Director) $0 $0 $0
Chris Fulton (Director) $0 $0 $0
Patricia Hui (Director) $0 $0 $0
Ferdinand Jahnel (Director) $0 $0 $0
June Johnson (Director) $0 $0 $0
Joan Piscitello (Director) $0 $0 $0
Adrienne Urban (Director) $0 $0 $0
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990
Filed on May 10, 2017

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

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,832,790
Expenses
$28,512,289
Net Income
-$4,679,499
Net Assets
$12,374,748
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,103,493
92.7%
Investment Income $752,247
3.2%
Bond Proceeds $0
Royalties $1,470
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $943,948
4.0%
Net Inventory Sales $0
Other Revenue $31,632
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,104,214
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $6,281,977
22.0%
Assets/Debt
Total Assets $27,843,488
Total Liabilities $15,468,740
Net Assets $12,374,748
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (Ceo) $911,369 $0 $54,122
Paul Auchincloss (Managing Director, Sales) $456,498 $0 $44,643
Joseph Desalvio (Cfo) $293,056 $0 $52,280
Jeff Glenzer (Chief Operating Officer) $263,716 $0 $50,907
Deborah Forbes (Executive Director, Cieba) $251,413 $0 $30,561
Patrick Culkin (Vp Strategy) $247,154 $0 $50,666
Kevin Roth (Managing Director, Research) $196,533 $0 $42,285
David Lewis (Managing Director, Membership) $194,730 $0 $34,408
Elizabeth Johns (Managing Director, Communications) $193,690 $0 $26,455
Craig Martin (Director, Treasury Practice) $193,295 $0 $39,089
Maryellen Saunders (Managing Director, Education) $189,038 $0 $35,450
Donna Berzellini (Managing Director, Certification) $184,032 $0 $83,514
Melissa Rawak (Managing Director, Marketing & Meetings) $177,877 $0 $36,137
Anthony Scaglione (Board Chairman) $0 $0 $0
Jeff Johnson (Vice Chairman) $0 $0 $0
Roberta Eiseman (Vice Chairman) $0 $0 $0
Susan Glass (Past Chairman) $0 $0 $0
Anita Patterson (Director) $0 $0 $0
Terry Crawford (Director) $0 $0 $0
Ann Anthony (Director) $0 $0 $0
Chris Fulton (Director) $0 $0 $0
Patricia Hui (Director) $0 $0 $0
Ferdinand Jahnel (Director) $0 $0 $0
June Johnson (Director) $0 $0 $0
Joan Piscitello (Director) $0 $0 $0
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990
Filed on May 12, 2016

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

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Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,427,971
Expenses
$24,460,563
Net Income
-$1,032,592
Net Assets
$18,379,204
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,734,564
92.8%
Investment Income $675,091
2.9%
Bond Proceeds $0
Royalties $22,053
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $605,118
2.6%
Net Inventory Sales $0
Other Revenue $391,145
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,558,217
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $5,973,367
24.4%
Assets/Debt
Total Assets $34,066,695
Total Liabilities $15,687,491
Net Assets $18,379,204
Compensation
Key Employees and Officers Compensation Related Other
James Kaitz (Ceo) $894,836 $0 $45,086
Paul Auchincloss (Managing Director, Sales) $510,296 $0 $58,961
Joseph Desalvio (Cfo) $280,895 $0 $51,471
Deborah Forbes (Executive Director, Cieba) $244,143 $0 $35,229
Jeff Glenzer (Chief Operating Officer) $238,357 $0 $49,015
Patrick Culkin (Vp Strategy) $200,041 $0 $47,560
Kevin Roth (Managing Director, Researc) $192,271 $0 $41,847
David Lewis (Managing Director, Members) $191,488 $0 $35,120
Craig Martin (Director, Treasury Practic) $188,594 $0 $41,403
Elizabeth Johns (Managing Director Communications) $188,081 $0 $27,340
Maryellen Saunders (Managing Director, Educati) $184,687 $0 $34,384
Susan Glass (Board Chairman) $0 $0 $0
Jeff Johnson (Vice Chairman) $0 $0 $0
Anita Patterson (Vice Chairman) $0 $0 $0
Mike Connolly (Past Chairman) $0 $0 $0
Ann Anthony (Director) $0 $0 $0
Jeff Cappelletti (Director) $0 $0 $0
Roberta Eiseman (Director) $0 $0 $0
Patricia Hui (Director) $0 $0 $0
Ferdinand Jahnel (Director) $0 $0 $0
June Johnson (Director) $0 $0 $0
Katria Kowal (Director) $0 $0 $0
Sharon Petrey (Director) $0 $0 $0
Joan Piscitello (Director) $0 $0 $0
Anthony Scaglione (Director) $0 $0 $0
See filing for compensation of 1 other people →
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Document Links

990
Filed on May 14, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,779,249
Expenses
$23,872,156
Net Income
-$2,092,907
Net Assets
$18,073,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,065,972
87.5%
Investment Income $671,001
3.1%
Bond Proceeds $0
Royalties $7,798
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $827,070
3.8%
Net Inventory Sales $0
Other Revenue $1,207,408
5.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,146,426
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $5,505,242
23.1%
Assets/Debt
Total Assets $34,285,297
Total Liabilities $16,212,235
Net Assets $18,073,062

Document Links

990
Filed on June 27, 2014

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

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,358,209
Expenses
$21,034,275
Net Income
$323,934
Net Assets
$19,518,798
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,662,900
92.1%
Investment Income $549,722
2.6%
Bond Proceeds $0
Royalties $5,769
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $511,264
2.4%
Net Inventory Sales $0
Other Revenue $628,554
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,230,293
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,330,070
25.3%
Assets/Debt
Total Assets $35,542,209
Total Liabilities $16,023,411
Net Assets $19,518,798

Document Links

990

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,247,223
Expenses
$19,505,076
Net Income
-$1,257,853
Net Assets
$20,630,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,365,891
95.2%
Investment Income $697,338
3.8%
Bond Proceeds $0
Royalties $10,310
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$273,389
Net Inventory Sales $0
Other Revenue $447,073
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,458,732
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $4,855,255
24.9%
Assets/Debt
Total Assets $35,875,778
Total Liabilities $15,245,421
Net Assets $20,630,357

Document Links

990

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

PDF

Fiscal Year Ending June
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
PDF (2 of 2)

Fiscal Year Ending June
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 June
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
PDF (2 of 2)

Fiscal Year Ending June
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 June
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 June
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)

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