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Uaw Retiree Medical Benefits Tr

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2B (2022)

Expenses
$3.97B (2022)

Total Assets
$62.4B (2022)

Total Liabilities
$3.92B (2022)

Source: Form 990 tax filings from 2011 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
$2,003,354,514
Expenses
$3,970,593,216
Net Income
-$1,967,238,702
Net Assets
$58,442,608,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $906,698,005
45.3%
Investment Income $1,091,500,801
54.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$545,884,744
Net Inventory Sales $0
Other Revenue $551,040,452
27.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,267,698
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $17,863,722
0.4%
Assets/Debt
Total Assets $62,366,524,500
Total Liabilities $3,923,915,656
Net Assets $58,442,608,844
Compensation
Key Employees and Officers Compensation Related Other
Hershel Harper (Chief Investment Officer) $1,607,376 $0 $50,788
Malcolm Goepfert (Dep.Chf Inv. Off. Until 6/2/22) $1,033,025 $0 $31,022
Debra Rittenour (Chief Executive Officer) $936,655 $0 $35,548
Brian Gimotty (Managing Dir. Until 04/15/22) $807,866 $0 $30,918
Cameron Hamilton Wright (Director Portfolio Strategy) $779,883 $0 $42,533
Robert Macarthur (Chief Risk Officer) $671,062 $0 $44,288
Gina Buccalo (Chief Medical Officer) $586,859 $0 $46,149
Charlotte Decker (Chf.Info. Off. Until 01/31/22) $548,495 $0 $12,441
Brian Baumhover (Director Real Assets) $507,697 $0 $44,210
Garon Meikle (Chief Financial Officer) $500,931 $0 $39,870
Linda Denomme (Chief Legal Officer) $420,196 $0 $27,936
Martin Tylenda (Controller) $298,729 $0 $46,077
Ronald Berry (Acting Cfo Until 4/15/22) $177,075 $0 $0
Robert Naftaly (Committee Chair) $67,160 $0 $0
Teresa Ghilarducci (Committee Mbr Until 11/28/22) $66,418 $0 $0
David Baker Lewis (Committee Member) $55,024 $0 $0
Gerald Bantom (Committee Member) $52,633 $0 $0
Amy Robinson (Committee Member) $50,825 $0 $0
Douglas Woll Md (Committee Member Until 4/08/22) $33,107 $0 $0
Celeste Thomas Williams Md (Committee Member As Of 6/01/22) $21,252 $0 $0
Mark Anson (Committee Member) $701 $0 $0
Cynthia Estrada (Committee Member) $0 $0 $0
Terry Dittes (Committee Member) $0 $0 $0
Ray Curry (Committee Member) $0 $0 $0
Charles Browning (Committee Member) $0 $0 $0

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Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,623,360,760
Expenses
$3,893,460,826
Net Income
$3,729,899,934
Net Assets
$65,568,618,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $901,722,823
11.8%
Investment Income $929,949,002
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,364,902,170
70.4%
Net Inventory Sales $0
Other Revenue $426,786,765
5.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $5,931,491
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $20,547,344
0.5%
Assets/Debt
Total Assets $72,208,550,274
Total Liabilities $6,639,931,697
Net Assets $65,568,618,577
Compensation
Key Employees and Officers Compensation Related Other
Hershel Harper (Chief Investment Officer) $1,674,491 $0 $47,404
Malcolm Goepfert (Deputy Chief Invest. Officer) $1,416,373 $0 $44,071
Brian Gimotty (Managing Director) $949,029 $0 $48,396
Brian Wachob (Sr. Managing Director) $940,210 $0 $59,220
Debra Rittenour (Chief Executive Officer) $905,203 $0 $34,084
Cameron Hamilton Wright (Director Portfolio Strategy) $650,223 $0 $41,794
Gina Buccalo (Chief Medical Officer) $562,238 $0 $44,071
Brian Baumhover (Director Real Assets) $546,429 $0 $41,793
Ronald Berry (Acting Chief Financial Officer) $492,125 $0 $0
Garon Meikle (Controller (Cfo As Of 2022)) $415,360 $0 $38,900
Linda Denomme (Chief Legal Officer) $386,933 $0 $26,936
Robert Naftaly (Committee Chair) $69,211 $0 $0
William Patterson (Committee Member) $65,384 $0 $0
Douglas Woll Md (Committee Member) $60,367 $0 $0
David Baker Lewis (Committee Member) $60,337 $0 $0
Teresa Ghilarducci (Committee Member) $57,843 $0 $0
Gerald Bantom (Committee Member) $37,743 $0 $0
Mark Anson (Committee Member) $0 $0 $0
Ray Curry (Committee Member) $0 $0 $0
Cynthia Estrada (Committee Member) $0 $0 $0
Rory Gamble (Committee Member Until 6/30/21) $0 $0 $0
Gerald Kariem (Committee Member Until 6/30/21) $0 $0 $0
Chuck Browning (Committee Member As Of 7/1/21) $0 $0 $0
Terry Dittes (Committee Member As Of 7/1/21) $0 $0 $0
State Street Bank Trust (Institutional Trustee) $0 $0 $0

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,054,729,775
Expenses
$3,841,952,815
Net Income
$212,776,960
Net Assets
$62,811,290,585
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $876,463,181
21.6%
Investment Income $908,188,837
22.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,080,900,411
51.3%
Net Inventory Sales $0
Other Revenue $189,177,346
4.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,841,548
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $22,034,201
0.6%
Assets/Debt
Total Assets $68,954,754,739
Total Liabilities $6,143,464,154
Net Assets $62,811,290,585
Compensation
Key Employees and Officers Compensation Related Other
Hershel Harper (Chief Investment Officer) $1,032,214 $0 $1,140,987
Debra Rittenour (Ceo As Of 2/20) $873,450 $0 $32,832
Malcolm Goepfert (Deputy Chief Invest. Officer) $777,610 $0 $996,224
Mary Beth Kuderik (Cfo Until 6/17/20) $705,514 $0 $30,132
Brian Gimotty (Managing Director) $585,001 $0 $630,869
Brian Wachob (Sr. Managing Director) $577,086 $0 $714,880
Gina Buccalo (Chief Medical Officer) $544,774 $0 $44,292
Joseph Stackpoole (Chief Invest. Admin. Officer) $432,381 $0 $26,936
Robert Macarthur (Managing Director) $419,107 $0 $42,172
Garon Meikle (Controller) $368,332 $0 $34,430
Linda Denomme (Chief Legal Officer) $342,898 $0 $26,936
Sequia Peterson (Chief Operating Officer) $293,232 $0 $36,701
Ronald Berry (Acting Cfo As Of 7/20) $248,873 $0 $0
Francine Parker (Ceo Until 3/28/20) $117,895 $0 $26,152
Robert Naftaly (Committee Chair) $63,587 $0 $0
Teresa Ghilarducci (Committee Member) $57,353 $0 $0
David Baker Lewis (Committee Member) $57,353 $0 $0
William Patterson (Committee Member) $57,353 $0 $0
Douglas Woll Md (Committee Member) $57,353 $0 $0
Gerald Bantom (Committee Member) $37,404 $0 $0
Mark Anson (Committee Member) $0 $0 $0
Ray Curry (Committee Member) $0 $0 $0
Cynthia Estrada (Committee Member) $0 $0 $0
Rory Gamble (Committee Member) $0 $0 $0
Gerald Kariem (Committee Member As Of 3/10/20) $0 $0 $0

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,451,038,370
Expenses
$3,788,885,826
Net Income
$2,662,152,544
Net Assets
$59,929,851,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $747,854,434
11.6%
Investment Income $1,234,426,975
19.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,200,028,170
65.1%
Net Inventory Sales $0
Other Revenue $268,728,791
4.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,664,094
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $18,677,643
0.5%
Assets/Debt
Total Assets $64,025,740,006
Total Liabilities $4,095,888,736
Net Assets $59,929,851,270
Compensation
Key Employees and Officers Compensation Related Other
Hershel Harper (Chief Investment Officer) $856,147 $0 $519,027
Malcolm Goepfert (Deputy Chief Investment Officer) $624,090 $0 $372,812
Brian Wachob (Sr. Managing Director) $605,461 $0 $238,124
Brian Gimotty (Managing Director) $558,494 $0 $280,230
Gina Buccalo (Chief Medical Officer) $517,177 $0 $48,494
Benjamin Cotton (Former Sr Mng. Director End 06/19) $513,921 $0 $34,477
Mary Beth Kuderik (Chief Financial Officer) $494,849 $0 $43,941
Francine Parker (Chief Executive Officer) $486,763 $0 $33,413
Joseph Stackpoole (Chief Investment Administrative Officer) $418,081 $0 $25,936
Garon Meikle (Controller) $311,130 $0 $39,244
Sequia Peterson (Chief Operating Officer) $296,315 $0 $39,202
Linda Denomme (Legal Counsel) $289,092 $0 $23,860
Robert Naftaly (Committee Chair) $66,393 $0 $0
David Baker Lewis (Committee Member) $58,769 $0 $0
Teresa Ghilarducci (Committee Member) $54,497 $0 $0
Douglas Woll (Committee Member) $53,805 $0 $0
Mark Anson (Committee Member) $745 $0 $0
Ray Curry (Committee Member) $0 $0 $0
Cindy Estrada (Committee Member) $0 $0 $0
Rory Gamble (Committee Member) $0 $0 $0
Gary Jones (Committee Member End 11/19) $0 $0 $0
William Patterson (Committee Member) $0 $0 $0
Dennis Williams (Committee Member End 11/19) $0 $0 $0
State Street Bank & Trust (Institutional Trustee) $0 $0 $0

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,050,881,621
Expenses
$3,874,558,499
Net Income
$1,176,323,122
Net Assets
$56,628,591,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $696,897,610
13.8%
Investment Income $1,193,416,754
23.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,953,254,378
58.5%
Net Inventory Sales $0
Other Revenue $207,312,879
4.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,502,786
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $19,444,898
0.5%
Assets/Debt
Total Assets $60,352,981,832
Total Liabilities $3,724,390,497
Net Assets $56,628,591,335
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Cotton (Managing Director) $801,585 $0 $431,038
Hershel Harper (Chief Investment Officer) $717,551 $0 $352,815
Scott Lupkas (Managing Director) $670,753 $0 $427,656
Brian Gimotty (Director, Private Equity) $564,775 $0 $254,620
Thomas Henley (Sr. Managing Director) $556,140 $0 $43,741
Malcolm Goepfert (Sr. Managing Director) $551,467 $0 $238,120
Mary Beth Kuderik (Chief Financial Officer) $476,813 $0 $42,885
Francine Parker (Chief Executive Officer) $467,160 $0 $32,759
Ronald Berry (Chief Administrative Officer) $347,264 $0 $47,281
Linda Denomme (Legal Counsel) $307,082 $0 $25,508
Garon Meikle (Controller) $302,003 $0 $37,687
Teresa Ghilarducci (Committee Member) $61,842 $0 $0
Robert Naftaly (Committee Chair) $59,687 $0 $0
Douglas Woll (Committee Member) $57,285 $0 $0
William Patterson (Committee Member) $55,831 $0 $0
David Baker Lewis (Committee Member) $52,969 $0 $0
Joe Ashton (Committee Member) $43,465 $0 $0
Mark Anson (Committee Member End 06/2018) $6,116 $0 $0
Ray Curry (Committee Member Beg 06/2018) $0 $0 $0
Terry Dittes (Committee Member 1/2018 6/2018) $0 $0 $0
Cindy Estrada (Committee Member) $0 $0 $0
Rory Gamble (Committee Member Beg 06/2018) $0 $0 $0
Gary Jones (Committee Member Beg 06/2018) $0 $0 $0
James Settles (Committee Member End 6/2018) $0 $0 $0
Dennis Williams (Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,291,662,697
Expenses
$4,202,813,263
Net Income
$88,849,434
Net Assets
$61,288,153,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $704,167,703
16.4%
Investment Income $1,132,463,680
26.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,320,810,139
54.1%
Net Inventory Sales $0
Other Revenue $134,221,175
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,591,545
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $16,951,689
0.4%
Assets/Debt
Total Assets $63,225,855,634
Total Liabilities $1,937,702,423
Net Assets $61,288,153,211
Compensation
Key Employees and Officers Compensation Related Other
Hershel Harper (Cio) $911,114 $0 $228,915
Benjamin Cotton (Managing Director) $788,719 $0 $447,496
Scott Lupkas (Managing Director) $759,023 $0 $452,432
Daniel Lee (Director, Liquid Markets) $703,030 $0 $21,809
Francois Gagnon (Sr Managing Director) $695,334 $0 $17,783
Brian Gimotty (Director, Private Equity) $542,272 $0 $262,797
Mary Beth Kuderik (Chief Financial Officer) $460,507 $0 $42,904
Francine Parker (Chief Executive Officer) $454,387 $0 $32,081
Ronald Berry (Chief Administrative Officer) $358,214 $0 $45,239
Linda Denomme (Legal Counsel) $297,519 $0 $24,977
Garon Meikle (Controller) $291,506 $0 $37,344
Robert Naftaly (Committee Chair) $65,420 $0 $0
Teresa Ghilarducci (Committee Member) $62,618 $0 $0
Douglas Woll (Committee) $60,392 $0 $0
William Patterson (Committee Member) $57,143 $0 $0
Joe Ashton (Committee Member) $56,100 $0 $0
David Baker Lewis (Committee Member) $53,794 $0 $0
Adam Blumenthal (Committee Member) $51,371 $0 $0
Cindy Estrada (Committee Member) $0 $0 $0
Norwood Jewell (Committee Member) $0 $0 $0
James Settles (Committee Member) $0 $0 $0
Dennis Williams (Committee Member) $0 $0 $0
State Street Bank Trust (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,621,279,561
Expenses
$4,461,029,283
Net Income
-$1,839,749,722
Net Assets
$56,725,510,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $769,183,793
29.3%
Investment Income $1,218,638,210
46.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $541,702,208
20.7%
Net Inventory Sales $0
Other Revenue $91,755,350
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,399,375
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $16,053,135
0.4%
Assets/Debt
Total Assets $58,966,480,912
Total Liabilities $2,240,969,939
Net Assets $56,725,510,973
Compensation
Key Employees and Officers Compensation Related Other
Francois Gagnon (Sr Managing Director) $704,645 $0 $435,096
Scott Lupkas (Managing Director) $671,086 $0 $434,996
Benjamin Cotton (Managing Director) $636,603 $0 $447,747
Hershel Harper (Cio) $597,851 $0 $437,457
Brian Gimotty (Director, Private Equity) $475,328 $0 $105,301
Francine Parker (Chief Executive Officer) $453,278 $0 $31,262
Mary Beth Kuderik (Chief Financial Officer) $445,363 $0 $41,464
Robert Macarthur (Managing Director, Risk Manager) $365,018 $0 $37,722
Ronald Berry (Chief Administrative Officer) $347,233 $0 $43,722
Linda Denomme (Legal Counsel) $286,908 $0 $24,682
Garon Meikle (Controller) $282,949 $0 $35,945
David Baker Lewis (Committee Member) $56,581 $0 $0
Joe Ashton (Committee Member) $55,647 $0 $0
Robert Naftaly (Committee Chair) $54,978 $0 $0
Douglas Woll (Committee) $51,521 $0 $0
William Patterson (Committee Member) $51,380 $0 $0
Adam Blumenthal (Committee Member) $51,104 $0 $0
Teresa Ghilarducci (Committee Member) $50,050 $0 $0
Cindy Estrada (Committee Member) $0 $0 $0
Norwood Jewell (Committee Member) $0 $0 $0
James Settles (Committee Member) $0 $0 $0
Dennis Williams (Committee Member) $0 $0 $0
State Street Bank Trust (Institutional Trustee) $0 $0 $0

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,178,795,190
Expenses
$4,500,095,279
Net Income
-$1,321,300,089
Net Assets
$56,349,508,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $737,262,840
23.2%
Investment Income $1,227,057,266
38.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,147,753,613
36.1%
Net Inventory Sales $0
Other Revenue $66,721,471
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,406,791
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $14,213,196
0.3%
Assets/Debt
Total Assets $58,738,424,338
Total Liabilities $2,388,916,002
Net Assets $56,349,508,336
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Avtar Vasu End 123115 (Interim Cio) $1,190,326 $0 $32,711
Francois Gagnon (Sr Managing Director) $550,546 $0 $492,158
Benjamin Cotton (Managing Director) $547,432 $0 $451,107
Scott Lupkas (Managing Director) $524,332 $0 $490,392
Francine Parker (Chief Executive Officer) $441,789 $0 $30,560
Mary Beth Kuderik (Chief Financial Officer) $428,091 $0 $40,279
Brian Gimotty (Director, Private Equity) $382,708 $0 $249,585
Robert Macarthur (Managing Director, Risk Manager) $359,168 $0 $36,505
Linda Denomme (Legal Counsel) $270,067 $0 $24,468
Garon Meikle (Controller) $268,708 $0 $34,534
Ronald Berry (Chief Administrative Officer) $170,103 $0 $7,456
Hershel Harper Beg 1192015 (Cio) $135,488 $0 $1,500
Kenneth Frier End 9152014 (Former Cio) $103,892 $0 $0
Joe Ashton (Committee Member) $62,190 $0 $0
Robert Naftaly (Committee Chair) $59,880 $0 $0
David Baker Lewis (Committee Member) $58,900 $0 $0
Douglas Woll (Committee) $55,409 $0 $0
William Patterson (Committee Member) $55,356 $0 $0
Adam Blumenthal (Committee Member) $54,761 $0 $0
Teresa Ghilarducci (Committee Member) $51,831 $0 $0
Cindy Estrada (Committee Member) $0 $0 $0
Norwood Jewell (Committee Member) $0 $0 $0
James Settles (Committee Member) $0 $0 $0
Dennis Williams (Committee Member) $0 $0 $0
State Street Bank Trust (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,890,722,789
Expenses
$4,309,105,409
Net Income
$5,581,617,380
Net Assets
$59,907,455,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $691,859,067
7.0%
Investment Income $1,567,584,633
15.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,598,500,409
76.8%
Net Inventory Sales $0
Other Revenue $32,778,680
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,541,179
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $11,440,317
0.3%
Assets/Debt
Total Assets $62,942,250,299
Total Liabilities $3,034,795,134
Net Assets $59,907,455,165
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Frier End 91514 (Chief Investment Officer) $1,002,028 $0 $21,458
Avtar Vasu Beg 91614 (Interim Cio) $781,378 $0 $492,338
Scott Lupkas (Managing Director) $593,842 $0 $396,643
Benjamin Cotton (Managing Director) $489,878 $0 $271,260
Francine Parker (Chief Executive Officer) $419,499 $0 $29,119
Mary Beth Kuderik (Chief Financial Officer) $386,567 $0 $30,075
Francois Gagnon (Sr Managing Director) $350,324 $0 $397,657
Robert Macarthur (Managing Director, Risk Manager) $349,476 $0 $34,321
Brian Gimotty (Director, Private Equity) $293,510 $0 $207,616
Linda Denomme (General Counsel) $208,249 $0 $23,468
Garon Meikle (Controller) $206,377 $0 $32,662
James Cherundolo (Director, Carrier Mgmt And Strategy) $195,612 $0 $23,529
Teresa Ghilarducci (Committee Member) $63,384 $0 $0
Robert Naftaly (Committee Chair) $60,172 $0 $0
Adam Blumenthal (Committee Member) $54,732 $0 $0
David Baker Lewis (Committee Member) $53,488 $0 $0
William Patterson (Committee Member) $53,024 $0 $0
Douglas Woll (Committee Member) $48,119 $0 $0
Joe Ashton (Committee Member) $8,550 $0 $0
Cindy Estrada Beg 062014 (Committee Member) $0 $0 $0
General Holiefield End 62014 (Committee Member) $0 $0 $0
Norwood Jewell Beg 062014 (Committee Member) $0 $0 $0
Robert King End 062014 (Committee Member) $0 $0 $0
James Settles (Committee Member) $0 $0 $0
Dennis Williams (Committee Member) $0 $0 $0

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Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,750,577,091
Expenses
$4,209,766,539
Net Income
-$459,189,448
Net Assets
$60,829,733,185
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $754,015,941
20.1%
Investment Income $1,393,557,680
37.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,581,172,471
42.2%
Net Inventory Sales $0
Other Revenue $21,830,999
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,481,771
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $11,496,354
0.3%
Assets/Debt
Total Assets $63,171,450,694
Total Liabilities $2,341,717,509
Net Assets $60,829,733,185
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kenneth Frier (Chief Investment Officer) $1,001,389 $0 $23,837
Francois Gagnon (Managing Director) $499,497 $0 $195
Benjamin Cotton (Managing Director) $454,869 $0 $277,635
Woodrow Tyler (Managing Director) $411,669 $0 $107,324
Francine Parker (Chief Executive Officer) $387,239 $0 $28,725
Mary Beth Kuderik (Chief Financial Officer) $372,749 $0 $37,153
Avtar Vasu (Managing Director) $370,159 $0 $442,705
Scott Lupkas (Managing Director) $297,176 $0 $244,761
James Cherundolo (Director) $200,420 $0 $29,387
Garon Meikle (Controller) $200,119 $0 $31,637
Robert Naftaly (Committee Chair) $58,343 $0 $0
Douglas Woll (Committee Member) $56,293 $0 $0
Teresa Ghilarducci (Committee Member) $56,132 $0 $0
William Patterson (Committee Member) $51,824 $0 $0
Adam Blumenthal (Committee Member) $50,356 $0 $0
David Baker Lewis (Committee Member) $46,907 $0 $0
Joe Ashton (Committee Member) $0 $0 $0
General Holiefield (Committee Member) $0 $0 $0
Robert King (Committee Member) $0 $0 $0
James Settles (Committee Member) $0 $0 $0
Dennis Williams (Committee Member) $0 $0 $0
State Street Bank Trust (Institutional Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,663,585,047
Expenses
$4,208,358,809
Net Income
-$1,544,773,762
Net Assets
$56,148,826,350
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $156,431,441
5.9%
Investment Income $1,511,497,250
56.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $971,444,705
36.5%
Net Inventory Sales $0
Other Revenue $24,211,651
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,929,489
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $7,913,122
0.2%
Assets/Debt
Total Assets $58,825,408,704
Total Liabilities $2,676,582,354
Net Assets $56,148,826,350

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,281,158,109
Expenses
$4,069,533,735
Net Income
-$1,788,375,626
Net Assets
$52,100,030,721
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $140,085,518
6.1%
Investment Income $1,558,253,305
68.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $567,054,376
24.9%
Net Inventory Sales $0
Other Revenue $15,764,910
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,767,594
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $6,874,584
0.2%
Assets/Debt
Total Assets $54,972,635,282
Total Liabilities $2,872,604,561
Net Assets $52,100,030,721

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

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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