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Independent Order Of Foresters

Us Branch
  • Canada, Outside U.S.
  • Tax-exempt since April 1966
  • EIN: 98-0000680

Organization summary

Type of Nonprofit

Designated as a Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible by treaty (foreign organization).

Summary charts: organization finances over time

Revenue
$929M (2023)

Expenses
$815M (2023)

Total Assets
$5.16B (2023)

Total Liabilities
$3.62B (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$928,907,905
Expenses
$814,587,687
Net Income
$114,320,218
Net Assets
$1,538,170,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $566,059,865
60.9%
Investment Income $342,090,094
36.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,757,946
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $18,128,550
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $54,151,241
6.6%
Assets/Debt
Total Assets $5,161,949,709
Total Liabilities $3,623,779,354
Net Assets $1,538,170,355
Compensation
Key Employees and Officers Compensation Related Other
Louis Gagnon (President And Chief Executive Officer) $3,277,036 $0 $0
Matthew Berman (President, Foresters Us And Canada) $1,435,641 $0 $0
Alvin Sharma (Global Chief Financial Officer & Chief Actuary) $716,824 $0 $0
Mehul Kapadia (Svp & Global Chief Information Officer) $689,657 $0 $0
Rene Zanin (Interim President & Chief Executive Officer) $587,967 $0 $0
Mark Rush (Chief Distribution Officer, Us Sales) $493,748 $0 $0
Marcia Mendes D'abreu (Chief Human Resources Officer) $488,196 $0 $0
Jon Stephen Mc Donald (Vice President, Special Projects) $460,077 $0 $0
Guarav Upadhya (Global Chief Actuary & Chief Risk Officer) $426,291 $0 $0
Trudy Engel (Vice President And Appointed Actuary) $360,469 $0 $0
Parker Brown (General Counsel & Vice President, Vendor Management & Data Governance) $338,809 $0 $0
Sujeether Kumareswaran (Vice President, Capital, Business Planning And Strategy) $319,089 $0 $0
Daniel Fortin (Director) $312,285 $0 $0
Caroline Rendall (Chief Risk Officer) $310,777 $0 $0
Patricia Colavita (Svp And Chief Internal Auditor) $308,113 $0 $0
Henry Auyeung (President, Canadian Division) $305,792 $0 $0
Bruce Burak (Avp, Us Sales) $296,538 $0 $0
Ken Adams (Vice President, Total Rewards) $294,472 $0 $0
Charles Morrison (Avp, Us Sales) $288,033 $0 $0
Kelly Steinmetz (Avp, Us Sales) $287,424 $0 $0
Douglas Parrott (Assistant Vice President, Chief Underwriter North America) $265,185 $0 $0
Meghan Seybold (Vice President, Talent Management & Business Partners) $244,771 $0 $0
David Sullivan (Avp, Claims, Compensation And Contracting) $244,563 $0 $0
Julia Fantilli (Vp, Us Customer Service And New Business) $235,462 $0 $0
Balina Bawa (Vice President, Global Tax Compliance And Planning) $225,577 $0 $0
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990
Filed on Nov. 14, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$843,418,120
Expenses
$756,949,204
Net Income
$86,468,916
Net Assets
$1,537,025,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $739,836,317
87.7%
Investment Income -$809,198,494
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $912,780,297
> 100%
Notable Expenses Percent of Total Expenses
Executive Compensation $19,187,730
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $56,659,246
7.5%
Assets/Debt
Total Assets $5,126,809,799
Total Liabilities $3,589,783,829
Net Assets $1,537,025,970
Compensation
Key Employees and Officers Compensation Related Other
James R Boyle (Ceo Advisor) $2,391,828 $0 $0
Louis Gagnon (President And Chief Executive Officer) $1,594,275 $0 $0
David Longfritz (Chief Global Marketing Officer) $1,227,128 $0 $0
Mathew Berman (President, Foresters Us) $929,210 $0 $0
Alvin Sharma (Global Chief Financial Officer) $725,596 $0 $0
Mehul Kapadia (Global Chief Information Officer) $668,109 $0 $0
Rene Zanin (Global Chief Legal Officer & Chief Compliance Officer And Corporate Secretary) $559,893 $0 $0
Marcia Mendes D'abreu (Chief Human Resources Officer) $530,088 $0 $0
Guarav Upadhya (Global Chief Actuary & Chief Risk Officer) $528,348 $0 $0
Mark Rush (Chief Distribution Officer, Us Sales) $476,826 $0 $0
Nicole Gourley (Former Global Chief Membership And Marketing Officer) $443,433 $0 $0
Jon Stephen Mc Donald (Vice President, Special Projects) $403,119 $0 $0
Trudy Engel (Vice President & Chief Valuation Actuary) $372,510 $0 $0
Bruce Burak (Avp, Us Sales) $348,909 $0 $0
Parker Brown (General Counsel, Legal Services) $338,613 $0 $0
Charles Morrison (Avp, Us Sales) $317,741 $0 $0
Kelly Steinmetz (Avp, Us Sales) $311,807 $0 $0
Sujeether Kumareswaran (Vice President, Actuarial Transformation And Ifrs17) $311,794 $0 $0
Caroline Rendall (Vice President, Risk) $307,995 $0 $0
Patricia Colavita (Svp And Chief Internal Auditor) $305,434 $0 $0
Ken Adams (Vice President, Total Rewards) $289,817 $0 $0
Douglas Parrott (Assistant Vice President, Chief Underwriter North America) $258,307 $0 $0
Pratibha Canaran (Vp, Global Tax & Financial Initiatives) $252,235 $0 $0
Clark Wagner (Investment Professional) $245,235 $0 $0
David Sullivan (Avp, Claims, Compensation And Contracting) $236,042 $0 $0
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990
Filed on Nov. 15, 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
$713,057,039
Expenses
$849,705,626
Net Income
-$136,648,587
Net Assets
$1,559,518,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $823,898,683
> 100%
Investment Income $49,384,124
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$160,225,768
Notable Expenses Percent of Total Expenses
Executive Compensation $16,441,421
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $59,122,809
7.0%
Assets/Debt
Total Assets $6,129,337,660
Total Liabilities $4,569,819,578
Net Assets $1,559,518,082
Compensation
Key Employees and Officers Compensation Related Other
James R Boyle (President & Ceo) $4,391,214 $0 $0
Louis Gagnon (Chief Operating Officer) $2,042,708 $0 $0
Mathew Berman (Chief Distribution Officer And President, Fliac) $971,070 $0 $0
David Longfritz (Chief Global Marketing Officer) $829,726 $0 $0
Mehul Kapadia (Global Chief Information Officer) $653,993 $0 $0
Alvin Sharma (Global Cfo) $579,369 $0 $0
Clark Wagner (Vp, Chief Investment Officer) $526,059 $0 $0
Mark Rush (Chief Distribution Officer, Us Sales) $501,981 $0 $0
Rene Zanin (Chief Legal Officer & Chief Compliance Officer) $498,881 $0 $0
Marcia Mendes D'abreu (Chief Human Resources Officer) $489,544 $0 $0
Guarav Upadhya (Global Chief Actuary & Chief Risk Officer) $460,609 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $400,575 $0 $0
Bruce Burak (Avp, Us Sales) $390,730 $0 $0
Charles Morrison (Avp, Us Sales) $383,593 $0 $0
Kelly Steinmetz (Avp, Us Sales) $382,451 $0 $0
Nicole Gourley (Global Chief Membership Officer) $378,283 $0 $0
Trudy Engel (Vp, Chief Valuation Actuary) $354,484 $0 $0
Parker Brown (General Counsel, Legal Services) $343,174 $0 $0
Pratibha Canaran (Vp, Global Tax & Financial Initiatives) $330,187 $0 $0
Patricia Colavita (Svp And Chief Internal Auditor) $312,150 $0 $0
Caroline Rendall (Vice President, Risk) $308,158 $0 $0
Dianne Fox (Chief Operating Officer, Nalia) $261,193 $0 $0
Douglas Parrott (Avp, Chief Underwriter N.A.) $250,046 $0 $0
Daniel J Fortin (Director) $228,909 $0 $0
Christine Tessier (Deputy Chief Investment Officer) $219,875 $0 $0
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990
Filed on Nov. 8, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,130,456,950
Expenses
$1,101,104,734
Net Income
$29,352,216
Net Assets
$1,683,563,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $557,062,989
49.3%
Investment Income $0
Bond Proceeds $503,167,350
44.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $70,226,611
6.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,511,821
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $41,623,870
3.8%
Assets/Debt
Total Assets $6,051,431,042
Total Liabilities $4,367,867,191
Net Assets $1,683,563,851
Compensation
Key Employees and Officers Compensation Related Other
James R Boyle (President & Ceo) $3,027,692 $0 $0
Matthew Berman (Chief Distribution Officer And President, Fliac) $866,615 $0 $0
Alvin Sharma (Global Cfo) $775,542 $0 $0
David Longfritz (Chief Global Marketing Officer) $746,998 $0 $0
Rene Zanin (Chief Legal Officer & Chief Compliance Officer) $707,180 $0 $0
Clark Wagner (Vp, Chief Investment Officer) $619,700 $0 $0
Mehul Kapadia (Global Chief Information Officer) $571,143 $0 $0
Marcia Mendes D'abreu (Chief Human Resources Officer) $461,300 $0 $0
Mark Rush (Head, Growth Bga/Imo) $440,466 $0 $0
Guarav Upadhya (Chief Actuary) $413,505 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $407,642 $0 $0
Peter Boyko (Vp, Capital Management) $349,033 $0 $0
Dianne Fox (Chief Operating Officer, Nalia) $343,639 $0 $0
Kelly Steinmetz (Avp, Us Sales) $337,287 $0 $0
Charles Morrison (Avp, Us Sales) $337,287 $0 $0
Parker Brown (General Counsel, Legal Services) $321,861 $0 $0
Robert Lamoureux (Director) $314,957 $0 $0
Trudy Engel (Vp, Chief Valuation Actuary) $313,793 $0 $0
Pratibha Canaran (Vp, Global Tax & Financial Initiatives) $306,108 $0 $0
Nicole Gourley (Global Chief Membership Officer) $295,853 $0 $0
Patricia Colavita (Svp And Chief Internal Auditor) $295,073 $0 $0
Douglas Parrott (Avp, Chief Underwriter N.A.) $245,831 $0 $0
Christopher Stranahan (Director) $215,000 $0 $0
Sonia Ameena Boxendale (Director) $160,825 $0 $0
Wendy A Watson (Director) $160,800 $0 $0
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990
Filed on Oct. 1, 2021

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

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,195,631,169
Expenses
$1,029,435,528
Net Income
$166,195,641
Net Assets
$1,604,813,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $553,240,636
46.3%
Investment Income $0
Bond Proceeds $472,600,045
39.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $169,790,488
14.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,809,451
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $38,644,148
3.8%
Assets/Debt
Total Assets $5,227,541,187
Total Liabilities $3,622,727,484
Net Assets $1,604,813,703
Compensation
Key Employees and Officers Compensation Related Other
James R Boyle (President & Ceo) $2,400,000 $0 $0
John Horbal (Vp, Financial Planning & Analysis) $752,995 $0 $0
David Longfritz (Chief Global Marketing Officer) $702,331 $0 $0
Matthew Berman (Chief Distribution Officer And President, Fliac) $679,395 $0 $0
Jeremy Ragsdale (Vp, Product Development & Pricing) $553,404 $0 $0
Mehul Kapadia (Chief Information Officer & Vp, It & Business Transformation) $537,461 $0 $0
Rene Zanin (Chief Legal Officer & Chief Compliance Officer) $466,268 $0 $0
Robert Lamoureux (Director) $434,355 $0 $0
Alvin Sharma (Global Cfo) $405,495 $0 $0
Marcia Mendes D'abreu (Chief Human Resources Officer) $377,456 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $354,334 $0 $0
Mark Rush (Head, Growth Bga/Imo) $348,320 $0 $0
Guarav Upadhya (Chief Actuary) $347,200 $0 $0
Dianne Fox (Chief Operating Officer, Nalia) $325,832 $0 $0
Peter Boyko (Vp, Capital Management) $322,490 $0 $0
Darwin Hurme (Vp, Canadian Sales Distribution) $308,751 $0 $0
Trudy Engel (Vp, Chief Valuation Actuary) $298,899 $0 $0
Patricia Colavita (Svp And Chief Internal Auditor) $280,023 $0 $0
Bruce Hodges (Chief Operating Officer) $265,222 $0 $0
Nicole Gourley (Global Chief Membership Officer) $255,686 $0 $0
Frank N Carrington Lochan (Director) $220,443 $0 $0
Sonia Ameena Boxendale (Director) $201,818 $0 $0
Katherine A Bardswick (Director) $189,248 $0 $0
Daniel J Fortin (Director) $181,215 $0 $0
Michael Lombardi (Director) $176,403 $0 $0
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990
Filed on Nov. 12, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$538,179,337
Expenses
$545,781,221
Net Income
-$7,601,884
Net Assets
$1,480,131,112
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $562,272,302
> 100%
Investment Income -$89,948,701
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $65,855,736
12.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $12,110,180
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $51,195,547
9.4%
Assets/Debt
Total Assets $4,609,529,273
Total Liabilities $3,129,398,161
Net Assets $1,480,131,112
Compensation
Key Employees and Officers Compensation Related Other
Clark Wagner (Vp, Chief Investment Officer) $1,085,673 $0 $0
Knut Olson (President, North America Life Insurance) $955,215 $0 $0
Matthew Berman (Chief Distribution Officer And President, Fliac) $913,089 $0 $0
James R Boyle (President & Ceo) $667,890 $0 $0
Jeremy Ragsdale (Vp, Product Development & Pricing) $568,983 $0 $0
David Longfritz (Chief Global Marketing Officer) $491,923 $0 $0
Mehul Kapadia (Chief Information Officer & Vp, It & Business Transformation) $476,799 $0 $0
Suanne Nielsen (Svp, Chief Administration Officer & Executive Secretary) $462,433 $0 $0
Mark Rush (Head, Growth Bga/Imo) $462,045 $0 $0
Alvin Sharma (Global Cfo) $458,618 $0 $0
Erick Pereda (Vp, Corporate Development) $447,613 $0 $0
Rene Zanin (Chief Legal Officer & Chief Compliance Officer) $413,989 $0 $0
Darwin Hurme (Vp, Canadian Sales Distribution) $376,755 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $374,169 $0 $0
Peter Boyko (Vp, Capital Management) $344,969 $0 $0
Dianne Fox (Chief Operating Officer, Nalia) $342,970 $0 $0
Michael P Stramaglia (Co Interim President & Ceo) $327,590 $0 $0
Sonia Ameena Baxendale (Co Interim President & Ceo) $327,590 $0 $0
Andrew Adie (Chief Risk Officer) $315,804 $0 $0
Robert Lamoureux (Director) $286,316 $0 $0
Trudy Engel (Vp, Chief Valuation Actuary) $238,547 $0 $0
Guarav Upadhya (Chief Actuary) $210,237 $0 $0
Christopher Stranahan (Director) $205,000 $0 $0
Martha E Marcon (Director) $146,700 $0 $0
Wendy A Watson (Director) $137,100 $0 $0
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990
Filed on Nov. 14, 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
$795,558,476
Expenses
$863,469,843
Net Income
-$67,911,367
Net Assets
$1,615,284,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $532,240,630
66.9%
Investment Income $265,329,929
33.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$2,012,083
Notable Expenses Percent of Total Expenses
Executive Compensation $7,934,246
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $57,885,739
6.7%
Assets/Debt
Total Assets $4,920,809,516
Total Liabilities $3,305,524,926
Net Assets $1,615,284,590
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Garcia (Former President & Ceo) $1,591,650 $0 $0
Cheryl K Neal (Svp, Global Chief Strategy Marketing & Innovation) $1,126,404 $0 $0
Knut Olson (President, North America Life Insurance) $802,826 $0 $0
Paul D Reaburn (Evp & Chief Financial Officer) $802,000 $0 $0
Sonia Ameena Boxendale (Director, Co Interm President & Ceo) $549,156 $0 $0
Michael P Stramaglia (Director, Co Interim President & Ceo) $534,956 $0 $0
Jeremy Ragsdale (Vp, Product Development & Pricining) $528,487 $0 $0
Suanne Nielsen (Svp, Chief Adminstration Officer & Executive Secretary) $418,066 $0 $0
Mehul Kapadia (Chief Information Officer & Vp, It & Business Transformation) $389,422 $0 $0
Clark Wagner (Vp, Chief Investment Officer) $381,500 $0 $0
Matthew Berman (Vp, Us Life Insurance And Annuity Sales) $363,730 $0 $0
Rene Zanin (Chief Legal Officer & Chief Compliance Officer) $350,882 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $341,347 $0 $0
John Horbal (Vp, Financial Planning & Analysis) $325,480 $0 $0
Dianne Fox (Vice President Insurance Operations) $323,814 $0 $0
Robert Lamoureux (Director) $317,350 $0 $0
Peter Boyko (Vp, Corporate Actuarial & Capital Management) $304,262 $0 $0
Parker Brown (General Cousel, Legal Service) $272,824 $0 $0
Andrew Adie (Chief Arisk Officer) $219,695 $0 $0
Trudy Engel (Vp, Chief Valuation Actuary) $206,630 $0 $0
Christopher Stranahan (Director) $190,350 $0 $0
Frank N Carrington Lochan (Director) $142,600 $0 $0
Martha E Marcon (Director) $134,600 $0 $0
Wendy A Watson (Director) $129,250 $0 $0
James M Bowden (Director) $116,200 $0 $0
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990
Filed on Nov. 15, 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
$586,446,871
Expenses
$716,261,965
Net Income
-$129,815,094
Net Assets
$1,577,988,431
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $486,136,224
82.9%
Investment Income $173,262,489
29.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$72,951,842
Notable Expenses Percent of Total Expenses
Executive Compensation $8,676,259
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $45,898,585
6.4%
Assets/Debt
Total Assets $4,568,716,357
Total Liabilities $2,990,727,926
Net Assets $1,577,988,431
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Garcia (President & Ceo) $1,638,183 $0 $0
Cheryl K Neal (Evp & President Na Life Insurane) $1,139,810 $0 $0
Paul D Reaburn (Svp & Chief Information Officer) $863,466 $0 $0
Greg Ross (President And Ceo Fam) $633,531 $0 $0
Eric Miller (Vice President, Us Life & Annuity) $585,240 $0 $0
Sharon Giffen (Former Senior Vice President, & Chief Risk Officer) $491,421 $0 $0
Kasia Czarski (Former Svp, Chief Memebership & Marketing Officer) $485,721 $0 $0
Suanne Nielsen (Svp, Chief Talent Officer & Executive Secretary) $477,726 $0 $0
Hendrik Verdurmen (Vice President, Products) $373,877 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $359,129 $0 $0
Muhul Kapadia (Chief Information Officer & Vp, It & Business Transformation) $323,841 $0 $0
Rene Zanin (Chief Legal Officer) $306,590 $0 $0
Peter Boyko (Vp, Capital Management) $301,882 $0 $0
Dianne Fox (Vice President Insurance Operations) $294,951 $0 $0
Parker Brown (General Counsel, Legal Services) $275,105 $0 $0
Pratibha Canaran (Vp, Strategic Initiatives & Business Planning) $265,861 $0 $0
Richard Freeborough (Director) $260,000 $0 $0
Tim Porter (Vice President, Membership) $251,854 $0 $0
Rino Rondinone (Former Vp, Chief Information Officer) $232,653 $0 $0
Jim Giles (Form Vp & Chief Investment Officer) $214,523 $0 $0
Ralph Ovsec (Former Vp, Financial Actuarial & Chief Actuary) $214,345 $0 $0
Brian Isabelle (Director) $180,000 $0 $0
Jermy Ragsdale (Vp, Product Development & Pricing) $166,861 $0 $0
Robert Lamoureux (Director) $165,000 $0 $0
John Scott (Director) $156,200 $0 $0
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990
Filed on Nov. 15, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$725,123,653
Expenses
$423,877,464
Net Income
$301,246,189
Net Assets
$1,655,156,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $484,128,503
66.8%
Investment Income $36,814,962
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $204,180,188
28.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,954,810
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $43,227,826
10.2%
Assets/Debt
Total Assets $4,469,111,827
Total Liabilities $2,813,955,243
Net Assets $1,655,156,584
Compensation
Key Employees and Officers Compensation Related Other
Anthony M Garcia (President & Ceo) $1,142,050 $0 $0
Paul D Reaburn (Svp & Chief Information Officer) $673,495 $0 $0
Sharon Giffen (Svp, Chief Risk Officer) $615,323 $0 $0
Cheryl K Neal (Evp & President Na Life Insurane) $527,797 $0 $0
Suanne Nielsen (Svp, Chief Talent Officer & Executive Secretary) $423,491 $0 $0
George Crume (Former Vice President, U.S. Sales) $405,874 $0 $0
Kasia Czarski (Svp, Chief Membershing & Marketing Officer) $402,904 $0 $0
Jim Giles (Vp & Chief Investment Officer) $330,786 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $318,933 $0 $0
Hendrik Verdurmen (Vice President, Products) $302,203 $0 $0
Richard Freeborough (Director) $285,209 $0 $0
Ralp Ovsec (Vp & Chief Actuary) $266,938 $0 $0
Peter Boyko (Vp, Capital Management) $251,678 $0 $0
Katharine Rounthwaite (Former Svp, General Counsel & Executive Secretary) $250,760 $0 $0
Parker Brown (General Counsel, Legal Services) $247,163 $0 $0
Dianne Fox (Vice President Insurance Operations) $232,218 $0 $0
Rino Rondinone (Vp, Chief Information Officer) $221,343 $0 $0
Brian Isabelle (Director) $191,432 $0 $0
Rene Zanin (Chief Legal Officer) $190,942 $0 $0
Stephen Cheeseman (Former General Counsel, Legal Services) $181,185 $0 $0
Michael P Stramaglia (Director) $143,049 $0 $0
David E Morrison (Director) $138,841 $0 $0
Sonia Ameena Boxendale (Director) $138,520 $0 $0
John Scott (Director) $120,200 $0 $0
Robert Lamoureux (Director) $116,743 $0 $0
See filing for compensation of 7 other people →
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990
Filed on Aug. 10, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$931,362,490
Expenses
$728,687,288
Net Income
$202,675,202
Net Assets
$1,642,572,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $448,115,323
48.1%
Investment Income $373,634,569
40.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $109,612,598
11.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,201,488
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $51,769,844
7.1%
Assets/Debt
Total Assets $4,646,549,021
Total Liabilities $3,003,976,897
Net Assets $1,642,572,124
Compensation
Key Employees and Officers Compensation Related Other
George Mahacsi (Former President & Ceo) $2,348,795 $0 $0
Larry Noyes (Vice President Sales) $1,164,319 $0 $0
Peter Sweers (Former Svp & Chief Information Officer) $1,090,379 $0 $0
Anthony Poole (Svp, President U.S. Branch) $784,340 $0 $0
Sharon Giffen (Svp, Chief Risk Officer) $727,501 $0 $0
Paul D Reaburn (Svp & Chief Information Officer) $698,942 $0 $0
Anthony M Garcia (President & Ceo) $602,962 $0 $0
Katharine Rounthwaite (Svp, General Counsel & Executive Secretary) $528,455 $0 $0
Kasia Czarski (Svp, Chief Membership & Marketing Officer) $512,630 $0 $0
Suanne Nielsen (Svp & Chief Talent Officer) $500,950 $0 $0
Jim Giles (Vp & Chief Investment Officer) $498,329 $0 $0
George Crume (National Sales Director U.S.) $422,440 $0 $0
Hendrik Verdurmen (Vice President, Products) $407,859 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $396,747 $0 $0
Stephen Cheeseman (Vp & Chief Compliance Officer) $388,264 $0 $0
Albert Tiw (Vp, Strategic Planning & Products Management) $331,203 $0 $0
Lino Marano (Former Avp, Fmo & Business Architecture) $281,389 $0 $0
Ralp Ovsec (Vp & Chief Actuary) $269,000 $0 $0
Hasel Ann Smith (Former Avp, Member & Policyholder Services) $251,914 $0 $0
Richard Freeborough (Director) $226,277 $0 $0
Brian Isabelle (Director) $158,408 $0 $0
John Scott (Director) $141,562 $0 $0
Martha E Marcon (Director) $117,162 $0 $0
David Saunders (Director) $115,328 $0 $0
Wendy A Watson (Director) $112,081 $0 $0
See filing for compensation of 8 other people →
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990
Filed on Aug. 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$362,052,691
Expenses
$194,980,235
Net Income
$167,072,456
Net Assets
$1,581,130,846
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $388,909,297
> 100%
Investment Income -$82,383,996
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $55,527,390
15.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $9,309,770
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $55,066,720
28.2%
Assets/Debt
Total Assets $4,447,075,660
Total Liabilities $2,865,944,814
Net Assets $1,581,130,846
Compensation
Key Employees and Officers Compensation Related Other
George Mohacsi (President & Ceo) $1,943,452 $0 $0
Larry Noyes (Vice President Sales) $1,074,847 $0 $0
Peter Sweers (Svp & Chief Information Officer) $938,090 $0 $0
Anthony Poole (Svp, President U.S. Branch) $823,732 $0 $0
Sharon Giffen (President & Ceo Foresters Canada Company) $778,285 $0 $0
Katharine Rounthwaite (Svp, General Counsel & Executive Secretary) $559,741 $0 $0
Kasia Czarski (Svp, Chief Membership & Marketing Officer) $558,466 $0 $0
Suanne Nielsen (Svp & Chief Talent Officer) $539,964 $0 $0
Jim Giles (Vp & Chief Investment Officer) $503,739 $0 $0
Paul Reaburn (Svp & Cfo) $472,088 $0 $0
Debrah Swail (Vp, Business Transformation And Governance) $470,596 $0 $0
George Crume (National Sales Director U.S.) $435,589 $0 $0
Jon Stephen Mc Donald (Vp, Controller & Executive Treasurer) $432,959 $0 $0
Hendrik Verdurmen (Vp Finance & Administration Insurance Operations) $429,276 $0 $0
Chun Chong Wong (Avp, Investment Bonds) $396,463 $0 $0
John Mc Intyre (Avp, Investments Bonds) $388,264 $0 $0
Terence M Mawhinney (Vp, Financial Actuarial) $305,452 $0 $0
Richard Freeborough (Director) $233,032 $0 $0
John Scott (Director) $164,615 $0 $0
Ralp Ovsec (Vp & Chief Actuary) $146,459 $0 $0
Robert Lamoureux (Director) $139,614 $0 $0
Brian Isabelle (Director) $130,110 $0 $0
David Saunders (Director) $124,007 $0 $0
Christopher Stranahan (Director) $112,000 $0 $0
Sonia Ameena Boxendale (Director) $110,302 $0 $0
See filing for compensation of 7 other people →
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990
Filed on Aug. 14, 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
$638,970,936
Expenses
$573,323,954
Net Income
$65,646,982
Net Assets
$1,517,361,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $347,239,707
54.3%
Investment Income $291,731,229
45.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $57,946,985
10.1%
Assets/Debt
Total Assets $4,785,260,695
Total Liabilities $3,267,898,878
Net Assets $1,517,361,817

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
$411,521,031
Expenses
$521,253,201
Net Income
-$109,732,170
Net Assets
$159,061,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $283,289,259
68.8%
Investment Income $128,231,772
31.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $11,126,630
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $33,016,125
6.3%
Assets/Debt
Total Assets $2,789,815,266
Total Liabilities $2,630,753,911
Net Assets $159,061,355

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

990

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

PDF
PDF (2 of 2)
990-EZ

Short form 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-EZ

Short form 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
990-EZ

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

990

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

PDF
990-EZ

Short form 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