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Self Insurers Security Fund

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
$30.1M (2023)

Expenses
$5.47M (2023)

Total Assets
$746M (2023)

Total Liabilities
$54.9M (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
$30,148,061
Expenses
$5,474,810
Net Income
$24,673,251
Net Assets
$691,459,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,860,940
36.0%
Investment Income $9,416,545
31.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,870,576
32.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $364,437
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $268,577
4.9%
Assets/Debt
Total Assets $746,398,766
Total Liabilities $54,939,039
Net Assets $691,459,727
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $185,610 $0 $0
Adriana Mertinak (Controller) $166,036 $0 $0
Jill Dulich (Claims And Ops. Manager) $138,596 $0 $0
William Lyons (Chairperson) $2,300 $0 $0
John Smolk (Treasurer) $1,200 $0 $0
Tim East (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,713,916
Expenses
$7,322,616
Net Income
$51,391,300
Net Assets
$627,301,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,892,598
28.8%
Investment Income $8,767,547
14.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,053,771
56.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $184,741
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $437,205
6.0%
Assets/Debt
Total Assets $692,448,736
Total Liabilities $65,147,681
Net Assets $627,301,055
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $180,554 $0 $0
Adriana Mertinak (Controller) $166,036 $0 $0
Jill Dulich (Claims And Ops. Manager) $138,596 $0 $0
William Lyons (Chairperson) $2,300 $0 $0
John Smolk (Treasurer) $1,200 $0 $0
Tim East (Chairperson (Former)) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,239,633
Expenses
$16,219,243
Net Income
$57,020,390
Net Assets
$703,973,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,151,649
33.0%
Investment Income $8,461,392
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,626,592
55.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $468,122
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $132,420
0.8%
Assets/Debt
Total Assets $783,094,519
Total Liabilities $79,121,274
Net Assets $703,973,245
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $165,152 $0 $0
Adriana Mertinak (Controller) $155,000 $0 $0
Jill Dulich (Claims And Ops. Manager) $129,384 $0 $0
John Smolk (Treasurer) $2,300 $0 $0
William Lyons (Trustee) $1,800 $0 $0
Tim East (Chairperson) $0 $0 $0
Janice Murphy (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,657,217
Expenses
$9,158,182
Net Income
$24,499,035
Net Assets
$543,119,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,118,668
59.8%
Investment Income $9,650,963
28.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,887,586
11.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $172,673
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $420,769
4.6%
Assets/Debt
Total Assets $621,157,766
Total Liabilities $78,038,004
Net Assets $543,119,762
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $164,274 $0 $0
Adriana Mertinak (Controller) $140,806 $0 $0
Jill Dulich (Claims And Ops. Manager) $125,616 $0 $0
William Lyons (Trustee) $1,800 $0 $0
John Smolk (Trustee) $1,300 $0 $0
Tim East (Chairperson And Treasurer) $1,200 $0 $0
Janice Murphy (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,844,772
Expenses
$12,398,561
Net Income
$53,446,211
Net Assets
$503,658,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,785,532
74.1%
Investment Income $10,076,243
15.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,982,997
10.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,900
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $531,381
4.3%
Assets/Debt
Total Assets $594,777,287
Total Liabilities $91,118,446
Net Assets $503,658,841
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $155,502 $0 $0
Adriana Mertinak (Controller) $136,705 $0 $0
Jill Dulich (Claims And Ops. Manager) $121,957 $0 $0
William Lyons (Trustee) $2,000 $0 $0
John Smolk (Trustee) $1,600 $0 $0
Tim East (Chairperson And Treasurer) $700 $0 $0
Steve Tolan (Trustee) $200 $0 $0
Toni Allen (Trustee) $100 $0 $0
Janice Murphy (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,252,501
Expenses
$11,297,212
Net Income
$52,955,289
Net Assets
$435,482,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,883,776
71.4%
Investment Income $10,146,408
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,222,317
12.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,500
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $522,312
4.6%
Assets/Debt
Total Assets $543,054,642
Total Liabilities $107,572,140
Net Assets $435,482,502
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $154,844 $0 $0
Adriana Mertinak (Controller) $132,723 $0 $0
Jill Dulich (Claims And Ops. Manager) $118,405 $0 $0
Tim East (Chairperson And Treasurer) $1,700 $0 $0
John Smolk (Trustee) $1,600 $0 $0
William Lyons (Trustee) $1,100 $0 $0
Janice Murphy (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,799,642
Expenses
-$6,142,584
Net Income
$105,942,226
Net Assets
$371,745,531
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,501,978
51.6%
Investment Income $9,963,144
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,334,520
38.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,900
Professional Fundraising Fees $0
Other Salaries and Wages $518,578
Assets/Debt
Total Assets $507,864,413
Total Liabilities $136,118,882
Net Assets $371,745,531
Compensation
Key Employees and Officers Compensation Related Other
Grant Heinitz (Risk Manager) $149,247 $0 $0
Adriana Mertinak (Controller) $127,926 $0 $0
Jill Dulich (Claims And Ops. Manager) $114,125 $0 $0
Tim East (Chairperson And Treasurer) $1,900 $0 $0
Theresa Muir (Trustee) $800 $0 $0
Steve Tolan (Trustee) $300 $0 $0
Toni Allen (Trustee) $200 $0 $0
Janice Murphy (Trustee) $0 $0 $0
William Zachary (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0
Anil Suri (Trustee) $0 $0 $0
John Smolk (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,377,479
Expenses
$37,105,501
Net Income
$44,271,978
Net Assets
$285,224,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,022,550
86.0%
Investment Income $8,431,863
10.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,923,066
3.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $498,706
1.3%
Assets/Debt
Total Assets $486,132,958
Total Liabilities $200,908,133
Net Assets $285,224,825
Compensation
Key Employees and Officers Compensation Related Other
Tim East (Chairperson And Treasurer) $1,300 $0 $0
Theresa Muir (Trustee) $800 $0 $0
Janice Murphy (Trustee) $0 $0 $0
William Zachary (Trustee) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0
Anil Suri (Trustee) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0
Lyn Asio Booz (Director/Delegate) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,840,714
Expenses
$18,729,012
Net Income
$53,111,702
Net Assets
$244,847,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,050,645
64.1%
Investment Income $8,205,186
11.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,584,883
24.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $418,308
2.2%
Assets/Debt
Total Assets $459,451,758
Total Liabilities $214,604,040
Net Assets $244,847,718
Compensation
Key Employees and Officers Compensation Related Other
Jeff Pettegrew (Executive Director) $153,257 $0 $6,562
Sean Mcnally (Trustee) $5,100 $0 $0
Jill Dulich (Trustee) $2,000 $0 $0
Theresa Muir (Trustee) $1,700 $0 $0
Tim East (Chairperson And Treasurer) $1,400 $0 $0
Steve Tolan (Trustee) $800 $0 $0
Janice Murphy (Trustee) $0 $0 $0
William Zachary (Trustee) $0 $0 $0
Jon Wroten (Director/Delegate) $0 $0 $0
Anil Suri (Trustee) $0 $0 $0
Toni Allen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,070,012
Expenses
-$16,223,283
Net Income
$74,293,295
Net Assets
$208,428,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,590,824
52.7%
Investment Income $9,082,437
15.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,396,751
31.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $315,023
Professional Fundraising Fees $0
Other Salaries and Wages $204,156
Assets/Debt
Total Assets $484,384,283
Total Liabilities $275,955,327
Net Assets $208,428,956
Compensation
Key Employees and Officers Compensation Related Other
Jeff Pettegrew (Executive Director) $247,591 $0 $35,462
Tim East (Chairperson) $0 $0 $0
Jill Dulich (Trustee) $0 $0 $0
Janice Murphy (Trustee) $0 $0 $0
William Zachary (Trustee) $0 $0 $0
Jon Wroten (Director/Delegate) $0 $0 $0
Sean Mcnally (Trustee) $0 $0 $0
Theresa Muir (Trustee/Secretary) $0 $0 $0
Steve Tolan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,386,301
Expenses
$165,130,150
Net Income
-$11,743,849
Net Assets
$117,513,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,747,577
92.4%
Investment Income $8,259,419
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,379,305
2.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $277,971
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $155,482
0.1%
Assets/Debt
Total Assets $486,523,335
Total Liabilities $369,010,311
Net Assets $117,513,024

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,488,622
Expenses
$616,905
Net Income
$54,871,717
Net Assets
$117,507,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,245,782
92.4%
Investment Income $7,859,621
14.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,616,781
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $312,158
50.6%
Professional Fundraising Fees $0
Other Salaries and Wages $102,999
16.7%
Assets/Debt
Total Assets $368,235,198
Total Liabilities $250,727,962
Net Assets $117,507,236

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$97,777,986
Expenses
$213,614,637
Net Income
-$115,836,651
Net Assets
$62,090,227
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,254,478
89.2%
Investment Income $7,907,336
8.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,616,172
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $260,008
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $135,673
0.1%
Assets/Debt
Total Assets $382,315,477
Total Liabilities $320,225,250
Net Assets $62,090,227

Document Links

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

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

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

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

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

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

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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