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Nonprofiteer
← AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION

Form 990 for tax year 2024

Filed by AMERICAN PROPERTY CASUALTY INSURANCE ASSOCIATION.

Totals

Total revenue
$77,845,711
Total expenses
$70,079,421
Contributions and grants received
$0
Grants paid
$3,302,531
Program service revenue
$67,356,084
Investment income
$10,399,814
Other revenue
$89,813
Total assets, end of year
$181,565,209
Total liabilities, end of year
$44,195,082
Net assets or fund balances, end of year
$137,370,127
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $62,135,858 · related or exempt $62,135,858

  • 2b · Program service revenue: REGISTRATION FEES-MEETINGS

    total $1,933,295 · related or exempt $1,933,295

  • 2c · Program service revenue: SPONSORSHIP FEES-MEETINGS

    total $2,181,484 · related or exempt $2,181,484

  • 2d · Program service revenue: HOTEL COMMISSIONS

    total $79,447 · related or exempt $79,447

  • 2e · Program service revenue: OTHER AFFILIATES REVENUE

    total $1,026,000 · related or exempt $1,026,000

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $7,558,439 · excluded $7,558,439

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $7,000,000

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

    securities $4,158,625

  • 7c · Gain or loss

    securities $2,841,375 · other assets $0

  • 7d · Net gain or loss

    total $2,841,375 · excluded $2,841,375

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: SURVEY INCOME

    total $67,660 · related or exempt $67,660

  • 11b · Other revenue: SMARTBRIEF

    total $22,153 · unrelated business $22,153

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $89,813

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,302,531

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $9,330,210

  • 7 · Other salaries and wages

    total $19,572,462

  • 8 · Pension plan contributions

    total $3,031,456

  • 9 · Other employee benefits

    total $1,693,549

  • 10 · Payroll taxes

    total $1,532,335

  • 11a · Fees: management

    total $4,457,586

  • 11b · Fees: legal

    total $2,263,723

  • 11c · Fees: accounting

    total $245,702

  • 11d · Fees: lobbying

    total $7,974,466

  • 11g · Fees: other

    total $2,501,388

  • 12 · Advertising and promotion

    total $57,677

  • 13 · Office expenses

    total $1,834,550

  • 14 · Information technology

    total $950,060

  • 16 · Occupancy

    total $2,736,945

  • 17 · Travel

    total $998,188

  • 19 · Conferences, conventions and meetings

    total $4,562,822

  • 22 · Depreciation, depletion and amortization

    total $1,414,328

  • 23 · Insurance

    total $166,658

  • 24a · Other expenses: MEMBERSHIP FEES

    total $1,205,874

  • 24b · Other expenses: ACCRUED FUND THRU AMOUNTS

    total $138,335

  • 24c · Other expenses: TRAINING

    total $83,403

  • 24d · Other expenses: MISCELLANEOUS

    total $25,173

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,031,283 · end of year $7,986,740

  • 2 · Savings and temporary cash investments

    beginning of year $559,978 · end of year $585,007

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $675,530 · end of year $386,679

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,374,267 · end of year $2,044,622

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

    $15,315,187

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

    $10,084,702

  • 10c · Land, buildings and equipment, net

    beginning of year $5,844,663 · end of year $5,230,485

  • 11 · Investments: publicly traded securities

    beginning of year $83,163,068 · end of year $92,024,619

  • 12 · Investments: other securities

    beginning of year $40,083,820 · end of year $40,101,440

  • 13 · Investments: program-related

    beginning of year $16,075,779 · end of year $17,744,746

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $16,791,768 · end of year $15,460,871

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,774,682 · end of year $15,328,481

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $711,608 · end of year $700,703

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $18,015,495 · end of year $15,854,865

  • 25 · Other liabilities

    beginning of year $14,024,229 · end of year $12,311,033

  • 27 · Net assets without donor restrictions

    beginning of year $124,074,142 · end of year $137,370,127

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

APCIA PROMOTES AND PROTECTS THE VIABILITY OF A COMPETITIVE PRIVATE INSURANCE MARKET FOR THE BENEFIT OF CONSUMERS AND INSURERS.

  • HOLD MEETINGS AND SEMINARS TO PROVIDE INFORMATION TO THE INDUSTRY WHICH GENERALLY PROMOTES COMPETITION IN THE PROPERTY CASUALTY INDUSTRY AND PROVIDES A FORUM FOR THE DISCUSSION, STUDY, AND SOLUTION OF COMMON PROBLEMS.

  • DISTRIBUTE INFORMATION OF COMMON INTEREST TO AMERICAN PROPERTY CASUALTY INSURERS ASSOCIATION MEMBERS.

  • DEVELOP POLICY, ADVOCATE, AND LOBBY FOR LEGISLATION WHICH IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVES AND PURPOSES AND COORDINATE WITH PUBLIC OFFICIALS AND LEGISLATIVE BODIES TO THE END THAT THESE OBJECTIVES AND PURPOSES MAY BE MADE EFFECTIVE.

As filed on the 2024 return.

Listed in Part VII

  • Alan Schnitzer

    Director, Chair

    Total calculated
    $0
    Hours/week
    1

  • Anthony J Kuczinski

    Director, Immediate Past Chair (term end 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • Dino E Robusto

    Director, Chair-Elect

    Total calculated
    $0
    Hours/week
    1

  • Alan Ogilvie

    Director (term beg 2/204)

    Total calculated
    $0
    Hours/week
    1

  • Allen Houck

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Angela Rinella

    Director (term beg 2/2024)

    Total calculated
    $0
    Hours/week
    1

  • Bruce W Sanderson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chris Schaper

    Director (term beg 2/2024)

    Total calculated
    $0
    Hours/week
    1

  • Christopher J Swift

    Director

    Total calculated
    $0
    Hours/week
    1

  • Cina Welch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Craig Kliethermes

    Director (term beg 6/2024)

    Total calculated
    $0
    Hours/week
    1

  • Daniel C Bridge

    Director (Term End 12/2024)

    Total calculated
    $0
    Hours/week
    1

  • Daniel Pitcher

    Director

    Total calculated
    $0
    Hours/week
    1

  • David A Bell

    Director

    Total calculated
    $0
    Hours/week
    1

  • David Thompson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Edward J Largent III

    Director

    Total calculated
    $0
    Hours/week
    1

  • Gregory J Crabb

    Director

    Total calculated
    $0
    Hours/week
    1

  • Heather Boyer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Jacobs

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jim MacPhee

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Ammendola

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John Bruno

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John C Roche

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Marchioni

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Michael

    Director (Term End 6/2024)

    Total calculated
    $0
    Hours/week
    1

  • Joseph P Lacher Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Joseph Tocco

    Director (term end 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • Juan C Andrade

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin Kerridge

    Director (Term End 6/2024)

    Total calculated
    $0
    Hours/week
    1

  • Kristen Martin

    Director (term beg 10/2024)

    Total calculated
    $0
    Hours/week
    1

  • Kristof Terryn

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Corless

    Director

    Total calculated
    $0
    Hours/week
    1

  • Louis Petrillo

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lucy Pilko

    Director (term beg 2/2024)

    Total calculated
    $0
    Hours/week
    1

  • Marc E Schmittlein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Marc J Adee

    Director

    Total calculated
    $0
    Hours/week
    1

  • Martin J Welch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Campbell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael F Gerik

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Kerner

    Director (term beg 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • Michael T Gray

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Zukerman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mitchell A Livingston

    Director

    Total calculated
    $0
    Hours/week
    1

  • Monica Ningen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patrick Callahan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter G McPartland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Peter Zaffino

    Director (term end 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • Richard P Creedon

    Director (Term End 7/2024)

    Total calculated
    $0
    Hours/week
    1

  • Richard Sims

    Director

    Total calculated
    $0
    Hours/week
    1

  • Richard V Poirier

    Director (term end 1/2024)

    Total calculated
    $0
    Hours/week
    1

  • Robin Russo

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Scott A Shatraw

    Director

    Total calculated
    $0
    Hours/week
    1

  • Seth Ingall

    Director (Term end 2/2024)

    Total calculated
    $0
    Hours/week
    1

  • Steven Johnston

    Director

    Total calculated
    $0
    Hours/week
    1

  • Steven L Patterson

    Director

    Total calculated
    $0
    Hours/week
    1

  • T Michael Miller

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ted Shallcross

    Director

    Total calculated
    $0
    Hours/week
    1

  • Telisa Yancy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Timothy G NeCastro

    Director

    Total calculated
    $0
    Hours/week
    1

  • Timothy Kenefick

    Director

    Total calculated
    $0
    Hours/week
    1

  • TJ Obrokta Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Tommy Coshatt

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tracy Ryan

    Director

    Total calculated
    $0
    Hours/week
    1

  • W Robert Berkley Jr

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wayne Peacock

    Director (term beg 2/2024)

    Total calculated
    $0
    Hours/week
    1

  • Adam Shores

    SR VP, STATE GOV RELATIONS

    Total calculated
    $540,463
    From this org
    $459,219
    From related orgs
    $0
    Other
    $81,244
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $331,485
    Bonus
    $115,700
    Other
    $12,034
    Deferred
    $31,598
    Nontaxable benefits
    $49,646
    Filer's total
    $540,463

  • Claire Howard

    SR VP, GEN COUNSEL & CORP SEC

    Total calculated
    $640,352
    From this org
    $571,345
    From related orgs
    $0
    Other
    $69,007
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $397,402
    Bonus
    $146,290
    Other
    $27,653
    Deferred
    $38,550
    Nontaxable benefits
    $30,457
    Filer's total
    $640,352

  • David A Sampson

    President & Chief Executive Officer

    Total calculated
    $3,076,054
    From this org
    $2,978,704
    From related orgs
    $0
    Other
    $97,350
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,625,187
    Bonus
    $1,116,250
    Other
    $237,267
    Deferred
    $44,100
    Nontaxable benefits
    $53,250
    Filer's total
    $3,076,054

  • Jessica H Hanna

    SR VP, PUBLIC AFFAIRS

    Total calculated
    $517,571
    From this org
    $438,163
    From related orgs
    $0
    Other
    $79,408
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,427
    Bonus
    $119,240
    Other
    $11,496
    Deferred
    $28,277
    Nontaxable benefits
    $51,131
    Filer's total
    $517,571

  • JOSEPH Zielezienski

    EXEC VP & CHIEF LEGAL OFFICER

    Total calculated
    $776,089
    From this org
    $736,584
    From related orgs
    $0
    Other
    $39,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $507,875
    Bonus
    $183,460
    Other
    $45,249
    Deferred
    $38,550
    Nontaxable benefits
    $955
    Filer's total
    $776,089

  • Mark Wachholz

    SR VP, CHIEF FINANCIAL OFFICER, & TREASURER

    Total calculated
    $571,854
    From this org
    $534,373
    From related orgs
    $0
    Other
    $37,481
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $378,936
    Bonus
    $135,564
    Other
    $19,873
    Deferred
    $34,425
    Nontaxable benefits
    $3,056
    Filer's total
    $571,854

  • NATHANIEL Wienecke

    SR VP, FED GOV RELATIONS, & POL ENG (Term End 10/2024)

    Total calculated
    $1,223,501
    From this org
    $1,118,424
    From related orgs
    $0
    Other
    $105,077
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,805
    Bonus
    $156,556
    Other
    $632,063
    Deferred
    $34,269
    Nontaxable benefits
    $70,808
    Filer's total
    $1,223,501

  • Paul C Blume

    Chief Operating Officer

    Total calculated
    $767,704
    From this org
    $651,387
    From related orgs
    $0
    Other
    $116,317
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $448,194
    Bonus
    $169,300
    Other
    $33,893
    Deferred
    $38,550
    Nontaxable benefits
    $77,767
    Filer's total
    $767,704

  • Robert M Gordon

    SR VP, POLICY, RESEARCH, & INT'L

    Total calculated
    $765,852
    From this org
    $726,347
    From related orgs
    $0
    Other
    $39,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,875
    Bonus
    $182,398
    Other
    $39,074
    Deferred
    $38,550
    Nontaxable benefits
    $955
    Filer's total
    $765,852

  • Scott A Joyner

    SENIOR VP AND Chief Information Officer

    Total calculated
    $450,770
    From this org
    $363,556
    From related orgs
    $0
    Other
    $87,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,766
    Bonus
    $51,773
    Other
    $14,017
    Deferred
    $34,366
    Nontaxable benefits
    $52,848
    Filer's total
    $450,770

  • DAVID PEARCE Jr

    DEPT VP, TAX POLICY

    Total calculated
    $465,187
    From this org
    $357,373
    From related orgs
    $0
    Other
    $107,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $299,564
    Bonus
    $50,000
    Other
    $7,809
    Deferred
    $31,190
    Nontaxable benefits
    $76,624
    Filer's total
    $465,187

  • DAVID SNYDER

    VP, INTERNATIONAL POLICY

    Total calculated
    $389,251
    From this org
    $314,170
    From related orgs
    $0
    Other
    $75,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,072
    Bonus
    $46,000
    Other
    $8,098
    Deferred
    $29,954
    Nontaxable benefits
    $45,127
    Filer's total
    $389,251

  • DONALD L GRIFFIN

    SR DEPT VP, PROJECT COORDINATOR

    Total calculated
    $455,984
    From this org
    $355,275
    From related orgs
    $0
    Other
    $100,709
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,363
    Bonus
    $51,000
    Other
    $21,912
    Deferred
    $32,668
    Nontaxable benefits
    $68,041
    Filer's total
    $455,984

  • Kate Carey

    Acting Head of Fed gov relations & pol eng

    Total calculated
    $480,905
    From this org
    $377,714
    From related orgs
    $0
    Other
    $103,191
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,870
    Bonus
    $55,720
    Other
    $8,124
    Deferred
    $32,691
    Nontaxable benefits
    $70,500
    Filer's total
    $480,905

  • Stephen W Broadie

    VP, Financial & Counsel (Term end 12/2024)

    Total calculated
    $424,541
    From this org
    $351,590
    From related orgs
    $0
    Other
    $72,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,529
    Bonus
    $41,000
    Other
    $55,061
    Deferred
    $29,379
    Nontaxable benefits
    $43,572
    Filer's total
    $424,541

  • June Holmes

    former chief operating officer and treasurer

    Total calculated
    $125,179
    From this org
    $125,179
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $85,000
    Bonus
    $40,179
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $125,179

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Health or social club dues or initiation fees
  • 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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
THE CEO IS PERMITTED TO TRAVEL FIRST CLASS ON FLIGHTS. THE OFFICERS AND HIGHEST COMPENSATED EMPLOYEES LISTED BELOW RECEIVED REIMBURSEMENTS FOR FITNESS EXPENSE, COMPANION TRAVEL, AND GROSSED UP GIFT CARDS. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE RECEIVING THE BENEFIT.
Schedule J, Part I, Line 1a Travel for companions
The following individuals received a spousal travel fringe benefit: - David A. Sampson - Paul C. Blume - Nathaniel Wienecke - Mark Wachholz
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
THE FOLLOWING INDIVIDUALS RECEIVED A FITNESS REIMBURSEMENT: - DAVID A. SAMPSON - PAUL C. BLUME - CLAIRE HOWARD - ROBERT M. GORDON - JESSICA H. HANNA - MARK WACHHOLZ - JOSEPH ZIELEZIENSKI - SCOTT A. JOYNER - ADAM SHORES - KATE CAREY - DONALD L. GRIFFIN - DAVID SNYDER - DAVID PEARCE
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: Nathanial Wienecke
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
TO PROVIDE LOST PENSION BENEFITS DUE TO THE IRS LIMITS, APCIA MAINTAINS SUPPLEMENTAL RETIREMENT PLANS (THE "PLAN") FOR A SELECT GROUP OF MANAGEMENT, WHICH IS INTENDED TO COMPLY WITH SECTION 457(B) AND 457(F), AND SECTION 409A OF THE INTERNAL REVENUE CODE. AMOUNTS CONTRIBUTED UNDER THE 457(F) HAVE BEEN INCLUDED AS COMPENSATION IN BOX 5 OF THE RESPECTIVE EMPLOYEE's 2024 IRS FORM W-2. THEREFORE, THE AMOUNTS CONTRIBUTED HAVE BEEN RECORDED AS COMPENSATION ON THE FORM 990. THE FOLLOWING INDIVIDUALS REPORTED AMOUNTS AS FOLLOWS RELATED TO THE 457(F) PLAN: DAVID A. SAMPSON $ 119,600 AMOUNTS CONTRIBUTED TO EMPLOYEE ACCOUNTS AS PART OF A 457(B) PLAN ARE INCLUDED IN W-2 BOX 5 AND ARE THEREFORE INCLUDED AS OTHER REPORTABLE COMPENSATION.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

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
11 November 2025
IRS schema version
2024v5.1
Source object
202523159349303827

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