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Mutual Of America Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Corporate Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$3.1M (2022)

Expenses
$3.12M (2022)

Total Assets
$1.02M (2022)

Total Liabilities
$915k (2022)

Years with missing data
Source: Form 990 tax filings from 2011 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,098,420
Expenses
$3,119,528
Net Income
-$21,108
Net Assets
$100,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,098,420
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,119,528
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,015,330
Total Liabilities $915,330
Net Assets $100,000
Compensation
Key Employees and Officers Compensation Other
Lisa M Loughry (Chairmn, Pres, Ceo & Director) $0 $0
Michelle A Rozich (Evp, Risk Mgmt, & Internal Auditor) $0 $0
Aferdita Gutierrez (Evp & Cfo) $0 $0
Paul F Stephen (Director) $0 $0
Thomasin Mullen (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,768,909
Expenses
$2,768,909
Net Income
$0
Net Assets
$100,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,768,909
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,474,926
89.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $790,682
Total Liabilities $690,682
Net Assets $100,000
Compensation
Key Employees and Officers Compensation Other
Lisa M Loughry (Chairmn, Pres, Ceo & Director) $0 $0
James J Roth (Sevp, Gen Coun, Secy, Director) $0 $0
Vincent R Fitzpatrick Iii (Vp, Ass. Gen Counsel & Corp Secy) $0 $0
Ladoverick Huggins (Sfvp, Director Of Moa Found. Awards) $0 $0
Michelle A Rozich (Evp, Risk Mgmt, & Internal Auditor) $0 $0
Aferdita Gutierrez (Evp & Cfo) $0 $0
Paul F Stephen (Director) $0 $0
Thomasin Mullen (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,772,645
Expenses
$3,740,995
Net Income
$31,650
Net Assets
$131,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,772,645
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,202,605
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $268,131
Total Liabilities $136,481
Net Assets $131,650
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairmn, Pres, Ceo & Director) $0 $0
James J Roth (Sevp, Gen Coun, Secy, Director) $0 $0
Scott H Rothstein (Evp, Dep. Gen Coun, Asst. Secy) $0 $0
Chris W Festog (Sevp, Cfo & Treas.) $0 $0
Michelle A Rozich (Svp & Internal Auditor) $0 $0
Aferdita Gutierrez (Svp & Cfo) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,201,441
Expenses
$3,148,991
Net Income
$52,450
Net Assets
$100,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,201,441
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,960,247
94.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,002,561
Total Liabilities $902,561
Net Assets $100,000
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairmn, Pres, Ceo & Director) $0 $0
James J Roth (Sevp, Gen Coun, Secy, Director) $0 $0
Scott H Rothstein (Evp, Dep. Gen Coun, Asst. Secy) $0 $0
Chris W Festog (Sevp, Cfo & Treas.) $0 $0
Diana H Glynn (Svp & Internal Auditor) $0 $0
Michelle A Rozich (Svp & Internal Auditor) $0 $0
Aferdita Gutierrez (Svp & Cfo) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,580,491
Expenses
$3,580,491
Net Income
$0
Net Assets
$100,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,427,469
95.7%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $153,022
4.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,580,491
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $775,506
Total Liabilities $675,506
Net Assets $100,000
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairman, Pres, Ceo & Director) $0 $0
James J Roth (Sevp, Gen Coun, Secy, Director) $0 $0
Scott H Rothstein (Evp, Dep. Gen Coun, Asst. Secy) $0 $0
Chris W Festog (Sevp, Cfo & Treas.) $0 $0
Diana H Glynn (Svp & Internal Auditor) $0 $0
Michelle A Rozich (Svp & Internal Auditor) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,720,473
Expenses
$3,720,473
Net Income
$0
Net Assets
$57,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,712,006
99.8%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $8,467
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,689,032
99.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $736,185
Total Liabilities $678,998
Net Assets $57,187
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairman, Pres, Ceo & Director) $0 $0
James J Roth (Sevp, Gen Coun, Secy, Director) $0 $0
John R Greed (Director) $0 $0
Scott H Rothstein (Evp, Dep. Gen Coun, Asst. Secy) $0 $0
Chris W Festog (Evp, Cfo & Treas.) $0 $0
Theodore L Herman (Vice Chairman & Director) $0 $0
William S Conway (Sevp, Coo & Director) $0 $0
Diana H Glynn (Svp & Internal Auditor) $0 $0
Diane M Aramony (Evp & Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,747,494
Expenses
$3,747,494
Net Income
$0
Net Assets
$57,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,747,314
100.0%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $180
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,624,994
96.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $626,186
Total Liabilities $568,999
Net Assets $57,187
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairman, Pres, Ceo & Director) $0 $0
James J Roth (Sevp, Gen Coun, Secy, Director) $0 $0
John R Greed (Director) $0 $0
Scott H Rothstein (Evp,Dep.Gen'l Coun, Secy) $0 $0
Chris W Festog (Evp, Cfo & Treas.) $0 $0
Theodore L Herman (Vice Chairman & Director) $0 $0
William S Conway (Sevp, Coo & Director) $0 $0
John J Corrigan (Evp & Internal Auditor) $0 $0
Diane M Aramony (Evp & Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,058,408
Expenses
$3,058,396
Net Income
$12
Net Assets
$57,187
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,057,020
100.0%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $1,388
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,198,396
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $431,969
Total Liabilities $374,782
Net Assets $57,187
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairman, Pres, Ceo & Director) $0 $0
James Roth (Sevp, Gen Coun, Secy, Director) $0 $0
John Greed (Sevp, Cfo & Director) $0 $0
Scott Rothstein (Evp,Dep.Gen'l Coun, Ass't Secy) $0 $0
George Medlin (Evp & Treas.) $0 $0
Theodore Herman (Vice Chairman & Director) $0 $0
William Conway (Coo & Director) $0 $0
John Corrigan (Evp & Internal Auditor) $0 $0
Diane Aramony (Evp & Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,341,544
Expenses
$3,341,544
Net Income
$0
Net Assets
$57,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,339,544
99.9%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $2,000
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $3,341,544
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $511,270
Total Liabilities $454,095
Net Assets $57,175
Compensation
Key Employees and Officers Compensation Other
Thomas Gilliam (Chairman, Pres, Ceo & Director) $0 $0
James Roth (Evp, Gen Couns, Secy, Director) $0 $0
John Greed (Sevp, Cfo & Director) $0 $0
Scott Rothstein (Evp,Dep.Gen'l Coun, Ass't Secy) $0 $0
George Medlin (Evp & Treas.) $0 $0
Theodore Herman (Vice Chairman & Director) $0 $0
William Conway (Coo & Director) $0 $0
John Corrigan (Evp & Internal Auditor) $0 $0
Diane Aramony (Evp & Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,677,715
Expenses
$2,677,715
Net Income
$0
Net Assets
$57,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,677,615
100.0%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $100
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,642,715
98.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $332,757
Total Liabilities $275,582
Net Assets $57,175

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,947,227
Expenses
$2,947,227
Net Income
$0
Net Assets
$57,175
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,947,227
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,947,227
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $348,759
Total Liabilities $291,584
Net Assets $57,175

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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