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Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$2.4M
Program Spending
90%
of total expenses go to program services
Total Contributions
$332.7K
Total Expenses
▼$794K
Total Assets
$21.3M
Total Liabilities
▼$119K
Net Assets
$21.2M
Officer Compensation
→N/A
Other Salaries
N/A
Investment Income
$2.1M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $2.4M | $332.7K | $794K | $21.3M | $21.2M |
| 2022 | $3.6M | $254.5K | $585.3K | $17.8M | $17.6M |
| 2021 | $1.1M | $341.7K | $490.7K | $20.7M | $20.6M |
| 2020 | $1.1M | $713.9K | $976.7K |
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 | DataIRS e-File | |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Margaret Franklin Cfa | Board Member | 1 | $0 | $1.4M | $42.9K | $1.5M |
| Kimball E Maynard | Treasurer | 2 | $0 | $236.4K | $37.4K | $273.8K |
| Jessica Lawson End 22024 | Secretary | 2 | $0 | $74.3K | $22.6K | $96.9K |
| Lydia Ooghe | Secretary | 2 | $0 | $58.3K | $22.9K | $81.2K |
| Aaron Low Cfa | Chair | 1 | $0 | $0 | $0 | $0 |
| Jeffery Bailey Cfa | Vice-chair | 1 | $0 | $0 | $0 | $0 |
Margaret Franklin Cfa
Board Member
$1.5M
Hrs/Wk
1
Compensation
$0
Related Orgs
$1.4M
Other
$42.9K
Kimball E Maynard
Treasurer
$273.8K
Hrs/Wk
2
Compensation
$0
Related Orgs
$236.4K
Other
$37.4K
Jessica Lawson End 22024
Secretary
$96.9K
Hrs/Wk
2
Compensation
$0
Related Orgs
$74.3K
Other
$22.6K
Lydia Ooghe
Secretary
$81.2K
Hrs/Wk
2
Compensation
$0
Related Orgs
$58.3K
Other
$22.9K
Aaron Low Cfa
Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeffery Bailey Cfa
Vice-chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Aaron Brown Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Dave Uduanu Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Giuseppe Ballocchi Phd Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Joanne Hill Phd | Board Member | 1 | $0 | $0 | $0 | $0 |
| Kurt Winkelmann Phd | Board Member | 1 | $0 | $0 | $0 | $0 |
| Lotta Moberg Phd Cfa |
Aaron Brown Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Dave Uduanu Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Giuseppe Ballocchi Phd Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Individuals who previously served as officers or key employees.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Walter V Haslett Jr Cfa | Exec. Director/board (end 8/2023) | — | $0 | $368.9K | $39.1K | $408K |
Walter V Haslett Jr Cfa
Exec. Director/board (end 8/2023)
$408K
Hrs/Wk
—
Compensation
$0
Related Orgs
$368.9K
Other
$39.1K
| $17.2M |
| $17.2M |
| 2019 | $908.8K | $505.6K | $799.1K | $15.6M | $15.4M |
| 2018 | $1.1M | $517.2K | $686.8K | $15.5M | $15.4M |
| 2017 | $902K | $538.4K | $672.7K | $14.5M | $14.4M |
| 2016 | $726.4K | $415.6K | $600.1K | $13.1M | $13.1M |
| 2015 | $722.5K | $394.2K | $547.8K | $12.4M | $12.4M |
| 2014 | $853.2K | $379.6K | $577.6K | $13M | $13M |
| 2013 | $680.5K | $219K | $573.2K | $11.4M | $11.4M |
| 2012 | $1.1M | $151.9K | $526.8K | $10.7M | $10.7M |
| 2011 | $524.4K | $27.8K | $649.7K | $10.5M | $10.4M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| Board Member |
| 1 |
| $0 |
| $0 |
| $0 |
| $0 |
| Philip Graham Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
| Punita Kumar-Sinha Cfa | Board Member | 1 | $0 | $8,295 | $0 | $8,295 |
| Susan Spinner Cfa | Board Member | 1 | $0 | $0 | $0 | $0 |
Joanne Hill Phd
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Kurt Winkelmann Phd
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lotta Moberg Phd Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Philip Graham Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Punita Kumar-Sinha Cfa
Board Member
$8,295
Hrs/Wk
1
Compensation
$0
Related Orgs
$8,295
Other
$0
Susan Spinner Cfa
Board Member
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0