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Nonprofiteer
← OAK RIDGE ASSOCIATED UNIVERSITIES INC

Form 990 for tax year 2024

Filed by OAK RIDGE ASSOCIATED UNIVERSITIES INC.

Totals

Total revenue
$118,279,300
Total expenses
$122,273,903
Contributions and grants received
$174,000
Grants paid
$166,329
Program service revenue
$117,970,903
Investment income
$134,397
Other revenue
$0
Total assets, end of year
$43,628,958
Total liabilities, end of year
$24,199,793
Net assets or fund balances, end of year
$19,429,165
Program services expenses (Part IX)
$107,190,292
Management and general expenses
$15,083,611
Fundraising expenses
$0
Program service expenses (Part III)
$107,190,292

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $174,000

  • 2a · Program service revenue: HEALTH, ENVIRONMENT, SCIENCE, AND

    total $74,462,736 · related or exempt $74,462,736

  • 2b · Program service revenue: RESEARCH PARTICIPATION

    total $36,035,447 · related or exempt $36,035,447

  • 2c · Program service revenue: DOE CONTRACT MANAGEMENT FEE

    total $6,455,200 · related or exempt $6,455,200

  • 2d · Program service revenue: FACILITIES CAPITAL COST

    total $1,009,101 · related or exempt $1,009,101

  • 2f · All other program service revenue

    total $8,419 · related or exempt $8,419

  • 3 · Investment income

    total $169,172 · excluded $169,172

  • 7b · Less cost or other basis and sales expenses

    other assets $34,775

  • 7c · Gain or loss

    other assets -$34,775

  • 7d · Net gain or loss

    total -$34,775 · related or exempt -$34,775

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $166,329 · program services $166,329

  • 5 · Compensation of officers, directors and key employees

    total $9,495,334 · program services $8,204,541 · management and general $1,290,793

  • 7 · Other salaries and wages

    total $25,636,093 · program services $22,151,129 · management and general $3,484,964

  • 8 · Pension plan contributions

    total $5,149,000 · program services $4,449,046 · management and general $699,954

  • 9 · Other employee benefits

    total $6,398,336 · program services $5,528,548 · management and general $869,788

  • 10 · Payroll taxes

    total $3,085,376 · program services $2,665,951 · management and general $419,425

  • 12 · Advertising and promotion

    total $133,270 · program services $109,575 · management and general $23,695

  • 16 · Occupancy

    total $346,999 · program services $285,303 · management and general $61,696

  • 17 · Travel

    total $2,371,916 · program services $2,364,963 · management and general $6,953

  • 19 · Conferences, conventions and meetings

    total $205,522 · program services $168,980 · management and general $36,542

  • 20 · Interest

    total $629,104 · management and general $629,104

  • 22 · Depreciation, depletion and amortization

    total $2,000,375 · program services $1,644,709 · management and general $355,666

  • 24a · Other expenses: PROFESSIONAL SERVICES

    total $29,779,677 · program services $27,212,345 · management and general $2,567,332

  • 24b · Other expenses: PARTICIPANT COSTS

    total $23,246,900 · program services $23,246,900

  • 24c · Other expenses: OTHER EXPENSE

    total $10,763,046 · program services $6,472,759 · management and general $4,290,287

  • 24d · Other expenses: SUPPLIES

    total $1,950,934 · program services $1,604,059 · management and general $346,875

  • 24e · All other expenses

    total $915,692 · program services $915,155 · management and general $537

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,702,328 · end of year $5,509,291

  • 4 · Accounts receivable

    beginning of year $19,049,621 · end of year $11,339,660

  • 7 · Other notes and loans receivable

    beginning of year $1,500,000 · end of year $1,500,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $644,008 · end of year $686,279

  • 10a · Land, buildings and equipment: cost or other basis

    $50,655,950

  • 10b · Land, buildings and equipment: accumulated depreciation

    $26,909,001

  • 10c · Land, buildings and equipment, net

    beginning of year $23,349,063 · end of year $23,746,949

  • 15 · Other assets

    beginning of year $619,461 · end of year $846,779

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,335,583 · end of year $7,356,715

  • 23 · Secured mortgages and notes payable

    beginning of year $14,295,715 · end of year $13,341,236

  • 25 · Other liabilities

    beginning of year $3,114,711 · end of year $3,501,842

  • 27 · Net assets without donor restrictions

    beginning of year $21,118,472 · end of year $19,429,165

Mission and programs · 2024

Mission

BENEFIT THE PUBLIC BY INTEGRATING ACADEMIA, GOVERNMENT, AND INDUSTRY TO ADVANCE THE NATION'S LEARNING, HEALTH, AND SCIENTIFIC PRIORITIES.

Activities or mission (Part I)

OAK RIDGE ASSOCIATED UNIVERSITIES, INC. (ORAU) IS A PRIVATE, NOT-FOR-PROFIT CORPORATION AND CONSORTIUM OF 135 SPONSORING AND 26 ASSOCIATE MEMBER COLLEGES AND UNIVERSITIES AND IS PRINCIPALLY A MANAGEMENT AND OPERATING CONTRACTOR FOR THE U.S. DEPARTMENT OF ENERGY (DOE). THROUGH THIS CONTRACT, ORAU MANAGES AND OPERATES THE OAK RIDGE INSTITUTE FOR SCIENCE AND EDUCATION (ORISE), WHICH CARRIES OUT RESEARCH AND DEVELOPMENT PROGRAMS IN SCIENCE/ENGINEERING EDUCATION, TRAINING MANAGEMENT SYSTEMS AND ENERGY/ENVIRONMENTAL SYSTEMS FOR DOE AND OTHER FEDERAL AGENCIES AND GOVERNMENTAL ORGANIZATIONS. IN ADDITION TO THE OPERATION OF ORISE, ORAU CORPORATE CONDUCTS PROGRAMS TO PROVIDE SERVICES TO ITS MEMBER INSTITUTIONS AND OTHER GOVERNMENTAL AND PRIVATE ORGANIZATIONS.

  • HEALTH, ENVIRONMENT, SCIENCE, AND TECHNOLOGY (HEST) - RELIES ON ORAU'S EXPERIENCE IN EPIDEMIOLOGY AND WORKER PUBLIC HEALTH STUDIES. EXPERTISE LIES IN THE AREA OF STUDYING EXPOSURE HISTORIES IN VARIOUS POPULATIONS TO DETERMINE THE POSSIBLE CORRELATION BETWEEN RADIATION OR HAZARDOUS SUBSTANCE EXPOSURES AND ILLNESS. CAPABILITIES INCLUDE HEALTH SCREENINGS FOR EXPOSED GROUPS AND COLLECTING DATA FOR ANALYSIS OF WORKER HEALTH HISTORIES. ORAU HAS ESTABLISHED NATIONAL PARTNERSHIPS TO DELIVER INNOVATIVE WORKER HEALTH SOLUTIONS AND PROVIDES HIGH LEVELS OF QUALITY AND INTEGRITY.

    Expenses $71,649,449 · Revenue $74,462,736

  • RESEARCH PARTICIPATION (RP) RESEARCH SCHOLARS DIRECTORATE WITHIN RP FOCUSES ON SCIENCE AND EDUCATION PROGRAMS THAT SUPPORT FELLOWSHIPS, INTERNSHIPS, SCHOLARSHIPS OR PLACE STUDENTS, FACULTY, AND POSTDOCTORAL RESEARCHERS INTO RESEARCH POSITIONS AT NATIONAL RESEARCH FACILITIES OR INSTITUTIONS WORLDWIDE. THE PURPOSE IS TO HAVE INDIVIDUALS CONDUCT OR PARTICIPATE IN RESEARCH WITH EDUCATION BEING A KEY BENEFIT. A GOAL OF THIS PROGRAM IS TO PROVIDE A SUPPLY OF SCIENTISTS AND ENGINEERS TO MEET FUTURE NEEDS IN CRITICAL SCIENCE AND TECHNOLOGY AREAS. STUDENTS IN SCIENCE, TECHNOLOGY, MATHEMATICS, AND ENGINEERING (STEM) FIELDS NEED SKILLS, KNOWLEDGE, AND EXPERIENCE TO STAY COMPETITIVE.

    Expenses $35,540,843 · Grants $166,329 · Revenue $36,035,447

  • OTHER SPONSORED PROGRAMS: VARIOUS OTHER TRAINING AND EDUCATION PROGRAMS OPERATED AND MANAGED BY ORAU.

    Revenue $7,472,720

As filed on the 2024 return.

Listed in Part VII

  • Dr Alan S Icenhour

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Christopher P Fall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr David A Stone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Deborah L Crawford

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dr Francis O Otuonye

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Harold T Conner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Jennifer L Freeman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Joseph A Heppert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Joseph J Pancrazio

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Julie B Jordan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Lara Ferry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Martin R Williamson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Michele M Masucci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Quincy A Quick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Rebekah K Hersch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Robert E Nobles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Samuel S Visner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr William C Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lt Gen John F Regni

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mr Charlie E Williams Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Angela M McLain

    ACTING CHIEF HR

    Total calculated
    $221,824
    From this org
    $188,349
    From related orgs
    $0
    Other
    $33,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $188,349
    Bonus
    $0
    Other
    $0
    Deferred
    $17,966
    Nontaxable benefits
    $15,509
    Filer's total
    $221,824

  • Brandon S Criswell

    SECRETARY

    Total calculated
    $168,492
    From this org
    $138,450
    From related orgs
    $0
    Other
    $30,042
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,450
    Bonus
    $0
    Other
    $0
    Deferred
    $14,138
    Nontaxable benefits
    $15,904
    Filer's total
    $168,492

  • Chester Keith Maze

    VP & CIO

    Total calculated
    $408,437
    From this org
    $367,144
    From related orgs
    $0
    Other
    $41,293
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,687
    Bonus
    $89,457
    Other
    $0
    Deferred
    $27,562
    Nontaxable benefits
    $13,731
    Filer's total
    $408,437

  • Frank A Pasztor

    ACTING CHIEF OF BUSINESS DEVELOPMENT AS OF 8/30/25

    Total calculated
    $327,357
    From this org
    $288,123
    From related orgs
    $0
    Other
    $39,234
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,552
    Bonus
    $56,571
    Other
    $0
    Deferred
    $23,330
    Nontaxable benefits
    $15,904
    Filer's total
    $327,357

  • Harry A Page

    PRESIDENT & CEO THROUGH 8/31/25

    Total calculated
    $846,714
    From this org
    $801,051
    From related orgs
    $0
    Other
    $45,663
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $582,124
    Bonus
    $218,927
    Other
    $0
    Deferred
    $34,500
    Nontaxable benefits
    $11,163
    Filer's total
    $846,714

  • James R Sears

    SR. VICE PRESIDENT

    Total calculated
    $177,833
    From this org
    $175,248
    From related orgs
    $0
    Other
    $2,585
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $111,248
    Bonus
    $64,000
    Other
    $0
    Deferred
    $2,585
    Nontaxable benefits
    $0
    Filer's total
    $177,833

  • Jeffrey Phil Andrews

    CHIEF FINANCIAL OFFICER

    Total calculated
    $478,426
    From this org
    $407,693
    From related orgs
    $24,818
    Other
    $45,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,543 + $24,818 related
    Bonus
    $100,150
    Other
    $0
    Deferred
    $30,801
    Nontaxable benefits
    $15,114
    Filer's total
    $453,608 + $24,818 related

  • Kenneth W Tobin

    VP RESEARCH

    Total calculated
    $373,625
    From this org
    $346,694
    From related orgs
    $0
    Other
    $26,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $271,681
    Bonus
    $75,013
    Other
    $0
    Deferred
    $26,931
    Nontaxable benefits
    $0
    Filer's total
    $373,625

  • Keri L Cagle

    SR. VP & ORISE DIRECTOR AS OF 3/15/25

    Total calculated
    $279,212
    From this org
    $247,286
    From related orgs
    $0
    Other
    $31,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,881
    Bonus
    $38,405
    Other
    $0
    Deferred
    $20,763
    Nontaxable benefits
    $11,163
    Filer's total
    $279,212

  • Meghan F Millwood

    CHIEF HR OFFICER THROUGH 8/29/25, PRESIDENT & CEO

    Total calculated
    $406,961
    From this org
    $362,911
    From related orgs
    $0
    Other
    $44,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,911
    Bonus
    $81,000
    Other
    $0
    Deferred
    $28,146
    Nontaxable benefits
    $15,904
    Filer's total
    $406,961

  • Rachel Ann Lokitz

    CHIEF LEGAL & RISK OFFICER

    Total calculated
    $452,644
    From this org
    $420,444
    From related orgs
    $0
    Other
    $32,200
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $328,367
    Bonus
    $92,077
    Other
    $0
    Deferred
    $32,200
    Nontaxable benefits
    $0
    Filer's total
    $452,644

  • Wanda E Gamble

    VP OF BUSINESS DEVELOPMENT THROUGH 8/29/25

    Total calculated
    $472,699
    From this org
    $437,787
    From related orgs
    $0
    Other
    $34,912
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $294,084
    Bonus
    $143,703
    Other
    $0
    Deferred
    $29,331
    Nontaxable benefits
    $5,581
    Filer's total
    $472,699

  • Angela R Holmberg

    DIRECTOR CONTRACTS ADM

    Total calculated
    $252,162
    From this org
    $221,876
    From related orgs
    $0
    Other
    $30,286
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,931
    Bonus
    $28,945
    Other
    $0
    Deferred
    $19,588
    Nontaxable benefits
    $10,698
    Filer's total
    $252,162

  • Archie Smart

    DIRECTOR NIOSH DOSE RECONSTRUCTION

    Total calculated
    $226,504
    From this org
    $191,249
    From related orgs
    $0
    Other
    $35,255
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,249
    Bonus
    $0
    Other
    $0
    Deferred
    $19,351
    Nontaxable benefits
    $15,904
    Filer's total
    $226,504

  • Ashley Golden

    DIRESTOR ORISE-HS

    Total calculated
    $269,725
    From this org
    $243,488
    From related orgs
    $0
    Other
    $26,237
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,119
    Bonus
    $38,369
    Other
    $0
    Deferred
    $20,656
    Nontaxable benefits
    $5,581
    Filer's total
    $269,725

  • Brian R Cook

    DIRECTOR ITS

    Total calculated
    $228,821
    From this org
    $196,656
    From related orgs
    $0
    Other
    $32,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,656
    Bonus
    $0
    Other
    $0
    Deferred
    $16,261
    Nontaxable benefits
    $15,904
    Filer's total
    $228,821

  • Carol Iddins

    DIRECTOR REAC

    Total calculated
    $358,846
    From this org
    $333,860
    From related orgs
    $0
    Other
    $24,986
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $251,605
    Bonus
    $82,255
    Other
    $0
    Deferred
    $24,986
    Nontaxable benefits
    $0
    Filer's total
    $358,846

  • Cathy S Fore

    DIRECTOR ROI-RUPO

    Total calculated
    $281,572
    From this org
    $248,548
    From related orgs
    $0
    Other
    $33,024
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,488
    Bonus
    $32,060
    Other
    $0
    Deferred
    $21,861
    Nontaxable benefits
    $11,163
    Filer's total
    $281,572

  • Chad L Becker

    DIRECTOR SAFETY & FTD

    Total calculated
    $270,701
    From this org
    $233,850
    From related orgs
    $0
    Other
    $36,851
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,352
    Bonus
    $30,498
    Other
    $0
    Deferred
    $20,947
    Nontaxable benefits
    $15,904
    Filer's total
    $270,701

  • Craig T Layman

    DIRECTOR ORISE-WD

    Total calculated
    $293,088
    From this org
    $255,617
    From related orgs
    $0
    Other
    $37,471
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,132
    Bonus
    $40,485
    Other
    $0
    Deferred
    $21,567
    Nontaxable benefits
    $15,904
    Filer's total
    $293,088

  • Cynthia B Snow

    DIRECTOR P&P

    Total calculated
    $249,977
    From this org
    $215,028
    From related orgs
    $0
    Other
    $34,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,049
    Bonus
    $27,979
    Other
    $0
    Deferred
    $19,045
    Nontaxable benefits
    $15,904
    Filer's total
    $249,977

  • Derek A Hagemeyer

    DIRECTOR ORISE-IV

    Total calculated
    $260,665
    From this org
    $228,831
    From related orgs
    $0
    Other
    $31,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,985
    Bonus
    $25,846
    Other
    $0
    Deferred
    $20,671
    Nontaxable benefits
    $11,163
    Filer's total
    $260,665

  • Dominic D Moro

    DIRECTOR BUSINESS OPERATIONS & QUALITY ASSURANCE

    Total calculated
    $244,584
    From this org
    $208,777
    From related orgs
    $0
    Other
    $35,807
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,777
    Bonus
    $0
    Other
    $0
    Deferred
    $19,903
    Nontaxable benefits
    $15,904
    Filer's total
    $244,584

  • Freddy E Gray

    DIRECTOR HS-PHH

    Total calculated
    $284,084
    From this org
    $257,388
    From related orgs
    $0
    Other
    $26,696
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $231,866
    Bonus
    $25,522
    Other
    $0
    Deferred
    $21,115
    Nontaxable benefits
    $5,581
    Filer's total
    $284,084

  • James S Miller

    DIRECTOR

    Total calculated
    $326,261
    From this org
    $286,462
    From related orgs
    $0
    Other
    $39,799
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,132
    Bonus
    $54,330
    Other
    $0
    Deferred
    $23,895
    Nontaxable benefits
    $15,904
    Filer's total
    $326,261

  • Kristy A Kistner

    DIRECTOR PERFORMACE EXCELLENCE

    Total calculated
    $253,684
    From this org
    $223,014
    From related orgs
    $0
    Other
    $30,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,557
    Bonus
    $29,457
    Other
    $0
    Deferred
    $19,507
    Nontaxable benefits
    $11,163
    Filer's total
    $253,684

  • Mae D Mosley

    DIRECTOR HR EMPLOYEE RELATIONS

    Total calculated
    $263,330
    From this org
    $232,419
    From related orgs
    $0
    Other
    $30,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,761
    Bonus
    $28,658
    Other
    $0
    Deferred
    $19,748
    Nontaxable benefits
    $11,163
    Filer's total
    $263,330

  • Mandy L Basal

    DIRECTOR ORISE-WD

    Total calculated
    $226,059
    From this org
    $191,104
    From related orgs
    $0
    Other
    $34,955
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,104
    Bonus
    $0
    Other
    $0
    Deferred
    $19,051
    Nontaxable benefits
    $15,904
    Filer's total
    $226,059

  • Pamela S Bonee

    DIRECTOR COMMUNICATION & MARKETING

    Total calculated
    $256,339
    From this org
    $220,711
    From related orgs
    $0
    Other
    $35,628
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,724
    Bonus
    $28,987
    Other
    $0
    Deferred
    $19,724
    Nontaxable benefits
    $15,904
    Filer's total
    $256,339

  • Patsy L Pehrson

    DIRECTOR FIN-OPS

    Total calculated
    $296,941
    From this org
    $261,538
    From related orgs
    $1,713
    Other
    $33,690
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $228,585 + $1,713 related
    Bonus
    $32,953
    Other
    $0
    Deferred
    $22,527
    Nontaxable benefits
    $11,163
    Filer's total
    $295,228 + $1,713 related

  • Thomas P Amidon

    DIRECTOR S&S

    Total calculated
    $228,607
    From this org
    $199,072
    From related orgs
    $0
    Other
    $29,535
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,582
    Bonus
    $16,490
    Other
    $0
    Deferred
    $18,372
    Nontaxable benefits
    $11,163
    Filer's total
    $228,607

  • Wade C Morris

    DIRECTOR NIOSH DOSE RECONSTRUCTION

    Total calculated
    $224,584
    From this org
    $189,400
    From related orgs
    $0
    Other
    $35,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,400
    Bonus
    $0
    Other
    $0
    Deferred
    $19,280
    Nontaxable benefits
    $15,904
    Filer's total
    $224,584

  • Brenda L Blunt

    SENIOR DIRECTOR OF HRS

    Total calculated
    $293,263
    From this org
    $273,159
    From related orgs
    $0
    Other
    $20,104
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,526
    Bonus
    $24,633
    Other
    $0
    Deferred
    $20,104
    Nontaxable benefits
    $0
    Filer's total
    $293,263

  • Jamie Lynn Stalker

    CO-DIRECTOR OCCHEALTH

    Total calculated
    $319,560
    From this org
    $282,075
    From related orgs
    $0
    Other
    $37,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,163
    Bonus
    $22,912
    Other
    $0
    Deferred
    $26,322
    Nontaxable benefits
    $11,163
    Filer's total
    $319,560

  • Kenneth R Tarcza

    CHIEF OF STAFF

    Total calculated
    $305,161
    From this org
    $282,839
    From related orgs
    $0
    Other
    $22,322
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,118
    Bonus
    $22,721
    Other
    $0
    Deferred
    $22,322
    Nontaxable benefits
    $0
    Filer's total
    $305,161

  • Marcia D Mask

    ORISE DEPUTY DIRECTOR

    Total calculated
    $295,357
    From this org
    $256,784
    From related orgs
    $0
    Other
    $38,573
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,338
    Bonus
    $29,446
    Other
    $0
    Deferred
    $22,669
    Nontaxable benefits
    $15,904
    Filer's total
    $295,357

  • Mark D Ervin

    ASSOCIATE DIRECTOR ORISE

    Total calculated
    $295,613
    From this org
    $263,519
    From related orgs
    $0
    Other
    $32,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,904
    Bonus
    $32,615
    Other
    $0
    Deferred
    $16,190
    Nontaxable benefits
    $15,904
    Filer's total
    $295,613

  • Jeffrey Miller

    FORMER SR. VP & DIRECTOR

    Total calculated
    $209,104
    From this org
    $200,032
    From related orgs
    $0
    Other
    $9,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,032
    Bonus
    $0
    Other
    $0
    Deferred
    $6,281
    Nontaxable benefits
    $2,791
    Filer's total
    $209,104

  • William J Vosburg

    FORMER ORISE DIRECTOR

    Total calculated
    $506,785
    From this org
    $475,236
    From related orgs
    $0
    Other
    $31,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,675
    Bonus
    $121,561
    Other
    $0
    Deferred
    $31,549
    Nontaxable benefits
    $0
    Filer's total
    $506,785

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
HARRY ANDERSON PAGE $25,000
PART I, LINE 7
SATISFACTION OF GOALS

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.

Provenance

Return type
form_990
Tax year
2024
Filed
4 August 2026
IRS schema version
2024v5.5
Source object
202622199349300207

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.