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← GOVERNMENT FINANCE OFFICERS ASSN OF THE UNITED STATES & CANADA

Form 990 for tax year 2022

Filed by GOVERNMENT FINANCE OFFICERS ASSN OF THE UNITED STATES & CANADA.

Totals

Total revenue
$19,773,077
Total expenses
$20,463,426
Contributions and grants received
$934,108
Grants paid
$106,200
Program services expenses (Part IX)
$14,586,318
Management and general expenses
$5,877,108
Fundraising expenses
$0
Program service expenses (Part III)
$14,586,318

Program services were 71.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Terri Velasquez

    President

    Total calculated
    $0
    Hours/week
    4.5 + 0.1 related

  • Laura Allen

    President-Elect

    Total calculated
    $0
    Hours/week
    1.25 + 0.1 related

  • Michael A Bryant

    Past President

    Total calculated
    $0
    Hours/week
    1.25 + 0.1 related

  • Marion M Gee

    Past-President (until 06/07/22)

    Total calculated
    $0
    Hours/week
    1.25 + 0.1 related

  • Sonia Andrews

    Board Member (as of 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Lunda Asmani

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Laurie M Brewer

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Jennifer Brown

    Board Member (as of 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Veronica Carrillo

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Chris Daniel

    Board Member (until 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Bruce Fisher

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Tanya Garost

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Jason Greene

    Board Member (as of 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Anne Harty

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Daniel Huge

    Board Member (until 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Rafiu O Ighile

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Susan Iverson

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • William Jones

    Board Member (until 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Brandon Kauffman

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Matthew M Lentz

    Board Member (until 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Grace Martinez

    Board Member (as of 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Margaret Moggia

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Kendel Taylor

    Board Member (as of 06/07/22)

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Christopher P Morrill

    Executive Director, CEO

    Total calculated
    $480,286
    From this org
    $415,374
    From related orgs
    $0
    Other
    $64,912
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $410,632
    Bonus
    $1,900
    Other
    $2,842
    Deferred
    $40,750
    Nontaxable benefits
    $24,162
    Filer's total
    $480,286

  • Sarah Lombardi

    Director of Finance

    Total calculated
    $180,358
    From this org
    $164,148
    From related orgs
    $0
    Other
    $16,210
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $162,115
    Bonus
    $1,900
    Other
    $133
    Deferred
    $8,115
    Nontaxable benefits
    $8,095
    Filer's total
    $180,358

  • Michael Mucha

    Director, Research & Consulting

    Total calculated
    $392,682
    From this org
    $320,368
    From related orgs
    $0
    Other
    $72,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,138
    Bonus
    $1,900
    Other
    $330
    Deferred
    $40,750
    Nontaxable benefits
    $31,564
    Filer's total
    $392,682

  • Barbara G Mollo Director

    Ops & Marketing (until 08/31/22)

    Total calculated
    $345,243
    From this org
    $299,414
    From related orgs
    $0
    Other
    $45,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,359
    Bonus
    $1,900
    Other
    $113,155
    Deferred
    $25,766
    Nontaxable benefits
    $20,063
    Filer's total
    $345,243

  • Beth Aldana

    Chief Administrative Officer

    Total calculated
    $296,295
    From this org
    $241,159
    From related orgs
    $0
    Other
    $55,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,290
    Bonus
    $1,900
    Other
    $969
    Deferred
    $34,728
    Nontaxable benefits
    $20,408
    Filer's total
    $296,295

  • Michele M Levine

    Director, Technical Services Center

    Total calculated
    $423,720
    From this org
    $363,778
    From related orgs
    $0
    Other
    $59,942
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $361,036
    Bonus
    $1,900
    Other
    $842
    Deferred
    $40,750
    Nontaxable benefits
    $19,192
    Filer's total
    $423,720

  • Emily Brock

    Director, Federal Liaison

    Total calculated
    $299,338
    From this org
    $240,372
    From related orgs
    $0
    Other
    $58,966
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,240
    Bonus
    $1,900
    Other
    $232
    Deferred
    $34,796
    Nontaxable benefits
    $24,170
    Filer's total
    $299,338

  • Robert Roque

    Sr. Manager, Research & Consulting

    Total calculated
    $294,396
    From this org
    $243,008
    From related orgs
    $0
    Other
    $51,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,171
    Bonus
    $11,900
    Other
    $937
    Deferred
    $24,490
    Nontaxable benefits
    $26,898
    Filer's total
    $294,396

  • Barry G McMeekin

    Consulting Practice Manager

    Total calculated
    $280,651
    From this org
    $239,385
    From related orgs
    $0
    Other
    $41,266
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,077
    Bonus
    $11,900
    Other
    $1,408
    Deferred
    $23,969
    Nontaxable benefits
    $17,297
    Filer's total
    $280,651

  • Dennis Podgorski Jr

    Senior IT Manager (until 9/02/22)

    Total calculated
    $252,407
    From this org
    $235,570
    From related orgs
    $0
    Other
    $16,837
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,901
    Bonus
    $51,900
    Other
    $57,769
    Deferred
    $0
    Nontaxable benefits
    $16,837
    Filer's total
    $252,407

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 — 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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 1a
Travel for companions - Reimbursement of companion travel expenses for President, President-Elect, Past-President, and Executive Director/CEO are generally considered taxable unless the business purpose of the companion's travel has been established and documented.
Part I, Line 4a
The following individuals received severance payments in 2022. These payments are reported as taxable compensation on Part II, column (B)(iii): Barbara G Mollo - $80,000 Dennis Podgorski, Jr. - $30,000

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

No itemized grants to organizations 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.

  • GFOA Endowment Corporation

    501(c)(3) · Type I Supporting Organization · IL · controlled entity

    Directly controlled by Government Finance Officers Assn of the United States & Canada

Provenance

Return type
form_990
Tax year
2022
Filed
7 February 2024
IRS schema version
2022v5.0
Source object
202440439349301864

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