Skip to content
Nonprofiteer
← THE COUNCIL FOUNDATION

Form 990 for tax year 2024

Filed by THE COUNCIL FOUNDATION.

Totals

Total revenue
$718,862
Total expenses
$679,763
Contributions and grants received
$572,050
Grants paid
$475,833
Program service revenue
$0
Investment income
$146,812
Other revenue
$0
Total assets, end of year
$3,574,741
Total liabilities, end of year
$70,275
Net assets or fund balances, end of year
$3,504,466
Program services expenses (Part IX)
$632,189
Management and general expenses
$47,574
Fundraising expenses
$0
Program service expenses (Part III)
$632,189

Program services were 93.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT COHEN

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN TALLARIDA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • NANCY MELLARD

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1

  • JOEL R WOOD

    SECRETARY

    Total calculated
    $1,107,119
    From this org
    $0
    From related orgs
    $1,028,646
    Other
    $78,473
    Hours/week
    1.12 + 36.38 related

    Schedule J breakdown matched by us

    Base
    $0 + $939,396 related
    Bonus
    $0 + $69,760 related
    Other
    $0 + $19,490 related
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $32,473 related
    Filer's total
    $0 + $1,107,119 related

  • TOM HUGHSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • JEFF RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • ROBERT CAWLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • BUMPY TRICHE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • DOUGLAS HAMMOND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • SCOTT PURVIANCE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • MICHAEL VICTORSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • DAVID ESLICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • KEN EWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • JOHN HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • MARKHAM R MCKNIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • TARUN CHOPRA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • ROBERT HARRISON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • DAVID BECKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • J HYATT BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • BILL D HENRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • KEN A CRERAR

    EXECUTIVE CHAIR (UNTIL 6/24)

    Total calculated
    $5,621,527
    From this org
    $0
    From related orgs
    $5,567,815
    Other
    $53,712
    Hours/week
    1.87 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,200,941 related
    Bonus
    $0 + $600,000 related
    Other
    $0 + $3,766,874 related
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $7,712 related
    Filer's total
    $0 + $5,621,527 related

  • CATHERINE RICHARDSON

    COO

    Total calculated
    $795,994
    From this org
    $0
    From related orgs
    $726,196
    Other
    $69,798
    Hours/week
    1.5 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $686,196 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $48,836 related
    Nontaxable benefits
    $0 + $20,962 related
    Filer's total
    $0 + $795,994 related

  • BENITA HARRISON-WICKLINE

    CFO

    Total calculated
    $532,572
    From this org
    $0
    From related orgs
    $460,437
    Other
    $72,135
    Hours/week
    1.87 + 35.62 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,146 related
    Bonus
    $0 + $36,000 related
    Other
    $0 + $32,291 related
    Deferred
    $0 + $48,836 related
    Nontaxable benefits
    $0 + $23,299 related
    Filer's total
    $0 + $532,572 related

  • ELIZABETH MCDAID

    FOUNDATION, EVP

    Total calculated
    $448,823
    From this org
    $0
    From related orgs
    $379,734
    Other
    $69,089
    Hours/week
    11.25 + 26.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,121 related
    Bonus
    $0 + $17,613 related
    Other
    $0
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $23,089 related
    Filer's total
    $0 + $448,823 related

  • SUSAN RUSHFORD

    SVP, MKTG & COMMUNICATIONS

    Total calculated
    $441,804
    From this org
    $0
    From related orgs
    $373,003
    Other
    $68,801
    Hours/week
    1.87 + 35.62 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,753 related
    Bonus
    $0 + $16,250 related
    Other
    $0
    Deferred
    $0 + $46,000 related
    Nontaxable benefits
    $0 + $22,801 related
    Filer's total
    $0 + $441,804 related

  • JULIA RUIZ

    SVP, LEADERSHIP & MGMT RESOURCES

    Total calculated
    $312,973
    From this org
    $0
    From related orgs
    $257,012
    Other
    $55,961
    Hours/week
    3 + 34.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,512 related
    Bonus
    $0 + $17,500 related
    Other
    $0
    Deferred
    $0 + $33,985 related
    Nontaxable benefits
    $0 + $21,976 related
    Filer's total
    $0 + $312,973 related

  • PAULA STALEY

    SVP, MEETINGS

    Total calculated
    $278,387
    From this org
    $0
    From related orgs
    $218,890
    Other
    $59,497
    Hours/week
    1.12 + 36.38 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,890 related
    Bonus
    $0 + $16,000 related
    Other
    $0
    Deferred
    $0 + $29,137 related
    Nontaxable benefits
    $0 + $30,360 related
    Filer's total
    $0 + $278,387 related

  • NICOLE VASILE

    VP, MKTG & COMMUNICATIONS

    Total calculated
    $215,658
    From this org
    $0
    From related orgs
    $187,070
    Other
    $28,588
    Hours/week
    1.87 + 35.62 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,070 related
    Bonus
    $0 + $12,000 related
    Other
    $0
    Deferred
    $0 + $24,762 related
    Nontaxable benefits
    $0 + $3,826 related
    Filer's total
    $0 + $215,658 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COUNCIL FOUNDATION, INC. DOES NOT COMPENSATE ANY EMPLOYEES DIRECTLY. ALL COMPENSATION SHOWN IN PART VII AND SCHEDULE J, PART II, IS PAID BY ITS RELATED ORGANIZATION, COUNCIL OF INSURANCE AGENTS AND BROKERS. THE COMPENSATION POLICY OF THE RELATED ORGANIZATION IS AS FOLLOWS: THE COMPENSATION COMMITTEE REVIEWS AND APPROVES COMPENSATION BASED ON CURRENT ENVIRONMENT, COMPETITIVE MARKET, AND THE REPORTS OF COMPENSATION SURVEYS, STUDIES AND OTHER MARKET DATA.
PART I, LINE 4B
EFFECTIVE JANUARY 1, 2013, THE COUNCIL (A RELATED ORGANIZATION) ESTABLISHED A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F) OF THE INTERNAL REVENUE CODE. KEN A. CRERAR, 457(F). HE RECEIVED $3,646,451 DURING CALENDAR YEAR 2024.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • COUNCIL OF INSURANCE AGENTS & BROKERS

    501(C)(6) · PROMOTE LEADERSHIP IN INSURANCE AGENT/BROKER PROFESSION · DC

  • THE COUNCIL FOR INSURANCE AGENTS AND BROKERS PAC

    527 · PROVIDE SUPPORT FOR CANDIDATES IN FEDERAL ELECTIONS · DC

    Directly controlled by CIAB

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202533189349307413

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.