Totals
- Total revenue
- $3,542,693
- Total expenses
- $7,122,191
- Contributions and grants received
- $694,436
- Grants paid
- $1,332,001
- Program service revenue
- $799,718
- Investment income
- $2,048,539
- Other revenue
- $0
- Total assets, end of year
- $41,388,060
- Total liabilities, end of year
- $4,341,719
- Net assets or fund balances, end of year
- $37,046,341
- Program services expenses (Part IX)
- $6,560,810
- Management and general expenses
- $561,381
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,560,810
Program services were 92.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID DILLON
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
AMANDA HUG
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN ROBINSON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
TIM ROZAR
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
YING ZHAO
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KAREN ANWAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID BOETTCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KAREN BURNETT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SHERRY CHAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GABRIELA DIEGUEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
IAN DUNCAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SARA GOLDBERG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DAVID INGRAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LISA KUKLINSKI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JACKIE LEE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MELODY PRANGLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
DANIEL PRIBE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KELLY RABIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARY BETH RAMSAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HANS WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JON WU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SI XIE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MERCY YAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GREG HEIDRICH
CEO
- Total calculated
- $851,845
- From this org
- $761,837
- From related orgs
- $0
- Other
- $90,008
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $581,842
- Bonus
- $179,995
- Other
- $0
- Deferred
- $75,731
- Nontaxable benefits
- $14,277
- Filer's total
- $851,845
-
ROSE B FEALY
COO/CFO
- Total calculated
- $545,225
- From this org
- $495,957
- From related orgs
- $0
- Other
- $49,268
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $386,777
- Bonus
- $109,180
- Other
- $0
- Deferred
- $34,500
- Nontaxable benefits
- $14,768
- Filer's total
- $545,225
-
R DALE HALL
MANAGING DIRECTOR RESEARCH
- Total calculated
- $507,470
- From this org
- $427,609
- From related orgs
- $0
- Other
- $79,861
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $341,218
- Bonus
- $86,391
- Other
- $0
- Deferred
- $44,157
- Nontaxable benefits
- $35,704
- Filer's total
- $507,470
-
KEN GUTHRIE
MANAGING DIRECTOR EDUCATION
- Total calculated
- $514,517
- From this org
- $434,227
- From related orgs
- $0
- Other
- $80,290
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $337,252
- Bonus
- $96,975
- Other
- $0
- Deferred
- $44,423
- Nontaxable benefits
- $35,867
- Filer's total
- $514,517
-
COURTNEY NASHAN
MANAGING DIRECTOR ENGAGEMENT
- Total calculated
- $436,555
- From this org
- $363,268
- From related orgs
- $0
- Other
- $73,287
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $291,718
- Bonus
- $71,550
- Other
- $0
- Deferred
- $37,492
- Nontaxable benefits
- $35,795
- Filer's total
- $436,555
-
JOSEPH WURZBURGER
MANAGING DIRECTOR,STRATEGY
- Total calculated
- $431,299
- From this org
- $358,324
- From related orgs
- $0
- Other
- $72,975
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $287,111
- Bonus
- $71,213
- Other
- $0
- Deferred
- $37,315
- Nontaxable benefits
- $35,660
- Filer's total
- $431,299
-
VICKI BAUE
GENERAL COUNSEL
- Total calculated
- $431,589
- From this org
- $383,693
- From related orgs
- $0
- Other
- $47,896
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $318,349
- Bonus
- $65,344
- Other
- $0
- Deferred
- $34,500
- Nontaxable benefits
- $13,396
- Filer's total
- $431,589
-
CARLA CARRY
MANAGING DIRECTOR, MARKETING
- Total calculated
- $401,972
- From this org
- $332,417
- From related orgs
- $0
- Other
- $69,555
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $277,417
- Bonus
- $55,000
- Other
- $0
- Deferred
- $33,892
- Nontaxable benefits
- $35,663
- Filer's total
- $401,972
-
ANDREW PETERSON
MANAGING DIRECTOR INTERNATIONAL
- Total calculated
- $369,082
- From this org
- $302,041
- From related orgs
- $0
- Other
- $67,041
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $247,909
- Bonus
- $54,132
- Other
- $0
- Deferred
- $31,554
- Nontaxable benefits
- $35,487
- Filer's total
- $369,082
-
ALICE LOCATELLI
MANAGING DIRECTOR OF EXPERIENCE
- Total calculated
- $328,130
- From this org
- $296,196
- From related orgs
- $0
- Other
- $31,934
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $250,659
- Bonus
- $45,537
- Other
- $0
- Deferred
- $29,554
- Nontaxable benefits
- $2,380
- Filer's total
- $328,130
-
MONIKA MCGUIRE
GENERAL COUNSEL
- Total calculated
- $359,107
- From this org
- $289,849
- From related orgs
- $0
- Other
- $69,258
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $248,282
- Bonus
- $41,567
- Other
- $0
- Deferred
- $30,350
- Nontaxable benefits
- $38,908
- Filer's total
- $359,107
-
STUART KLUGMAN
SR. STAFF FELLOW
- Total calculated
- $345,871
- From this org
- $301,323
- From related orgs
- $0
- Other
- $44,548
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $257,305
- Bonus
- $44,018
- Other
- $0
- Deferred
- $30,231
- Nontaxable benefits
- $14,317
- Filer's total
- $345,871
-
EMILY KESSLER
SR. STAFF FELLOW
- Total calculated
- $335,187
- From this org
- $291,127
- From related orgs
- $0
- Other
- $44,060
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $253,142
- Bonus
- $37,985
- Other
- $0
- Deferred
- $29,172
- Nontaxable benefits
- $14,888
- Filer's total
- $335,187
-
TIFFANY STAMM
SR. DIRECTOR, FINANCE & FACILITIES
- Total calculated
- $315,091
- From this org
- $264,185
- From related orgs
- $0
- Other
- $50,906
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $215,595
- Bonus
- $48,590
- Other
- $0
- Deferred
- $27,626
- Nontaxable benefits
- $23,280
- Filer's total
- $315,091
-
TIMOTHY MOBERLY
SENIOR DIRECTOR, ITS
- Total calculated
- $307,988
- From this org
- $246,700
- From related orgs
- $0
- Other
- $61,288
- Hours/week
- 36 + 4 related
Schedule J breakdown matched by us
- Base
- $216,242
- Bonus
- $30,458
- Other
- $0
- Deferred
- $26,049
- Nontaxable benefits
- $35,239
- Filer's total
- $307,988
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 · 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 1A
- THE LESSER OF FIRST CLASS OR BUSINESS CLASS TRAVEL IS ALLOWED ON FLIGHTS LONGER THAN 7 HOURS AND OUTSIDE OF THE US AND CANADA. IT IS A REIMBURSABLE BUSINESS EXPENSE AND THEREFORE, NOT TAXABLE COMPENSATION. SPOUSAL TRAVEL IS ALLOWED FOR THE PAST-PRESIDENT, PRESIDENT, PRESIDENT-ELECT, AND SECRETARY/TREASURER AND IS TREATED AS TAXABLE COMPENSATION. IN ORDER TO PROMOTE A HEALTHY LIFESTYLE, HEALTH CLUB DUES ARE PROVIDED UP TO $200 PER CALENDAR YEAR AND ARE TREATED AS TAXABLE COMPENSATION.
- PART I, LINE 4B
- DURING 2024, THE CEO ACCRUED A BENEFIT OF $18,231 FROM A 457(F) NON-QUALIFIED RETIREMENT PLAN. THE EMPLOYEE'S ACCOUNT SHALL VEST AS OF THE EARLIEST OF THE FOLLOWING DATES: (I) THE DEATH OF THE EMPLOYEE; (II) THE EMPLOYEE'S TOTAL DISABILITY; (III) THE EMPLOYEE'S INVOLUNTARY SEPARATION FROM SERVICE BY THE EMPLOYER WITHOUT CAUSE; (IV) THE EMPLOYEE'S SEPARATION FROM SERVICE FOR GOOD REASON; OR (V) JUNE 30, 2025. IF THE EMPLOYEE INCURS A SEPARATION FROM SERVICE RESULTING FROM A VOLUNTARY QUIT OR INCURS AN INVOLUNTARY SEPARATION FROM SERVICE FOR CAUSE PRIOR TO JUNE 30, 2025, THE BALANCE OF THE EMPLOYEE'S ACCOUNT SHALL BE FORFEITED.
- PART I, LINE 7
- ANNUAL BONUSES ARE DETERMINED BY PRESET PERCENTAGES BY SALARY GRADES. THE CEO, DEPUTY CEO, AND EXECUTIVE COMMITTEE HAVE DISCRETION OVER WHICH PERCENTAGE, WITHIN THE RANGE, IS USED TO DETERMINE BONUSES.
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
-
$217,985
RESEARCH GRANT
-
$125,000
RESEARCH GRANT
-
$114,000
RESEARCH GRANT
-
$60,000
RESEARCH GRANT
-
$50,000
RESEARCH GRANT
-
RESEARCH GRANT
-
ACTUARIAL RESEARCH CORPORATION
$38,000
RESEARCH GRANT
-
RESEARCH GRANT
-
$34,000
RESEARCH GRANT
-
$33,000
RESEARCH GRANT
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.
-
501(C)(6) · ESTABLISH AND MAINTAIN STANDARDS FOR MEMBERSHIP · IL
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533049349300043
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.