Loading organization details...
Loading organization details...
Source: IRS Form 990 via ProPublica Nonprofit Explorerⓘ Leadership data below reflects a more recent filing (Tax Year 2024) from the IRS e-file system.
Total Revenue
▼$58.7M
Total Contributions
$0
Total Expenses
▼$55.7M
Total Assets
$51.5M
Total Liabilities
▼$47.1M
Net Assets
$4.4M
Officer Compensation
→$5.1M
Other Salaries
$9.5M
Investment Income
▼$557.2K
Fundraising
▼$0
Tax Year 2024 · Source: IRS e-Filed Form 990
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Matt Boersen Cfp Cfa | Board Chair | 3 | $0 | $0 | $0 |
| Kevin Keller | Chief Executive Officer | 40 | $0 | $1.1M | $185.5K |
| Leo Rydzewski | General Counsel | 40 | $0 | $646.4K | $137.1K |
| Kevin Yea | Chief Financial Officer | 40 | $0 | $413.3K | $107.7K |
Matt Boersen Cfp Cfa
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023 | $58.7M | $0 | $55.7M | $51.5M | $4.4M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | ✅IRS e-File | PDF not yet published by IRSView Filing → |
Board Chair
$0
Hrs/Wk
3
Related
$0
Other
$0
Kevin Keller
Chief Executive Officer
$0
Hrs/Wk
40
Related
$1.1M
Other
$185.5K
Leo Rydzewski
General Counsel
$0
Hrs/Wk
40
Related
$646.4K
Other
$137.1K
Kevin Yea
Chief Financial Officer
$0
Hrs/Wk
40
Related
$413.3K
Other
$107.7K
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Elizabeth Stewart | Chief Operating Officer Thru 01/24 | 40 | $0 | $375.5K | $48K |
| Thomas Sporkin | Managing Director | 40 | $0 | $476K | $145.2K |
| Dane Snowden | Chief Operating Officer | 40 | $0 | $553.5K | $156.5K |
| Lisa Davis | Managing Director | 5 | $0 | $232.4K | $112.5K |
| James Katsaounis | Managing Director | 40 | $0 | $342.9K | $59.3K |
| Joseph Maugeri | Managing Director Thru 08/24 | 40 | $0 | $537.3K | $105.1K |
| John Loper | Managing Director | 40 | $0 | $320.5K | $64.7K |
| Erin Koeppel | Managing Director | 40 | $0 | $324.3K | $49.6K |
| Adam Zajac | Managing Director | 40 | $0 | $293.9K | $44.9K |
Elizabeth Stewart
Chief Operating Officer Thru 01/24
$0
Hrs/Wk
40
Related
$375.5K
Other
$48K
Thomas Sporkin
Managing Director
$0
Hrs/Wk
40
Related
$476K
Other
$145.2K
Dane Snowden
Chief Operating Officer
$0
Hrs/Wk
40
Related
$553.5K
Other
$156.5K
Lisa Davis
Managing Director
$0
Hrs/Wk
5
Related
$232.4K
Other
$112.5K
James Katsaounis
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|---|---|---|---|---|
| Aneri Jambusaria Cfp Mba | Board Member | 3 | $0 | $0 | $0 |
| Elisse Walter Jd | Board Member | 3 | $0 | $0 | $0 |
| Elizabeth K Miller Cfp Cfa | Board Member | 3 | $0 | $0 | $0 |
| Linda Leitz Phdcfp Ea | Board Member | 3 | $0 | $0 | $0 |
| Louis Barajas Cfp Mba | Board Member | 3 | $0 | $0 | $0 |
| Malik Lee Cfp Cap Apma | Board Member | 3 | $0 | $0 | $0 |
| Marguerita Cheng Cfp | Board Member | 3 | $0 | $0 | $0 |
| Martin Seay Ph D Cfp | Board Member | 3 | $0 | $0 | $0 |
| Nancy Smith Jd | Board Member | 3 | $0 | $0 | $0 |
| Peter Rohr Cfp | Board Member | 3 | $0 | $0 | $0 |
| Richard Shaw Cfp Mba | Board Member | 3 | $0 | $0 | $0 |
| Rick Sherlock | Board Member | 3 | $0 | $0 | $0 |
| Terri Kallsen Cfp | Board Member | 3 | $0 | $0 | $0 |
Aneri Jambusaria Cfp Mba
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Elisse Walter Jd
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Elizabeth K Miller Cfp Cfa
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Linda Leitz Phdcfp Ea
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Louis Barajas Cfp Mba
Managing Director
$0
Hrs/Wk
40
Related
$342.9K
Other
$59.3K
Joseph Maugeri
Managing Director Thru 08/24
$0
Hrs/Wk
40
Related
$537.3K
Other
$105.1K
John Loper
Managing Director
$0
Hrs/Wk
40
Related
$320.5K
Other
$64.7K
Erin Koeppel
Managing Director
$0
Hrs/Wk
40
Related
$324.3K
Other
$49.6K
Adam Zajac
Managing Director
$0
Hrs/Wk
40
Related
$293.9K
Other
$44.9K
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Malik Lee Cfp Cap Apma
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Marguerita Cheng Cfp
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Martin Seay Ph D Cfp
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Nancy Smith Jd
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Peter Rohr Cfp
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Richard Shaw Cfp Mba
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Rick Sherlock
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0
Terri Kallsen Cfp
Board Member
$0
Hrs/Wk
3
Related
$0
Other
$0