Nonprofit · EIN 98-0000680
INDEPENDENT ORDER OF FORESTERS
Also known as US BRANCH, Redwood Empire Branch #0159
Tax-exempt · CANADA, CA 00000
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $835,751,204 | $762,172,580 | $73,578,624 | $5,193,474,694 | $3,707,249,027 | $1,486,225,667 |
| December 31, 2023 | 990 | $928,907,905 | $814,587,687 | $114,320,218 | $5,161,949,709 | $3,623,779,354 | $1,538,170,355 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $566,870,346
- Investment income
- $101,181,194
- Other revenue
- $167,699,664
Expenses
- Grants and similar amounts paid
- $9,138,693
- Benefits paid to members
- $588,402,704
- Compensation of officers, directors and key employees
- $13,800,176
- Other salaries and wages
- $59,244,273
- Salaries, compensation and benefits (total)
- $89,622,955
- Professional fundraising fees
- $0
- Legal fees
- $1,597,111
- Accounting fees
- $2,729,987
- Occupancy
- $83,289
- Travel
- $1,503,245
- Depreciation
- $7,832,420
- Program services (functional)
- $762,172,580
Balance sheet and other
- Total assets, start of year
- $5,161,949,709
- Total assets, end of year
- $5,193,474,694
- Total liabilities, end of year
- $3,707,249,027
- Net assets, end of year
- $1,486,225,667
- Land, buildings and equipment
- $925,334
- Publicly traded securities
- $3,785,290,600
- Gross receipts
- $835,751,204
- Employees
- 85
- Volunteers
- 5,824
- Year formed
- 1881
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Matthew Berman | President and Chief Executive Officer Officer | 50 | $1,029,578 |
| Rene Zanin | Chief Legal, Administrative & Membership Officer Officer | 50 | $829,308 |
| Alvin Sharma | Global Chief Financial Officer Officer | 50 | $777,677 |
| Mehul Kapadia | Global Chief Information and Operations Officer Officer | 50 | $697,502 |
| Mark Rush | Chief Distribution Officer, US Sales Key employee | 50 | $511,780 |
| Clark Wagner | Chief Investment Officer Officer | 50 | $412,500 |
| Trudy Engel | Vice President and Appointed Actuary Officer | 50 | $366,563 |
| Parker Brown | General Counsel & Vice President, Data Governance Key employee | 50 | $356,401 |
| Patricia Colavita | SVP and Chief Internal Auditor Officer | 50 | $351,895 |
| Sujeether Kumareswaran | Vice President, Capital, Business Planning and Strategy Key employee | 50 | $347,757 |
| Caroline Rendall | Chief Risk Officer Officer | 50 | $342,280 |
| Daniel Fortin | Director Trustee or director | 5 | $307,777 |
| Cindy Wang | Interim Executive Head, Can Op Key employee | 50 | $307,549 |
| Kelly Steinmetz | AVP, US Sales Key employee | 50 | $289,878 |
| Meghan Seybold | VP, People & Culture Key employee | 50 | $284,890 |
35 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Morrison | AVP, US Sales Key employee | 50 | $284,294 |
| Bruce Burak | AVP, US Sales Key employee | 50 | $276,833 |
| Douglas Parrott | Assistant Vice President, Chief Underwriter-North America Key employee | 50 | $272,815 |
| Julia Fantilli | VP, US Customer service and New Business Key employee | 50 | $267,687 |
| Balina Bawa | Vice President, Global Tax Compliance and Planning Key employee | 50 | $266,474 |
| David Sullivan | AVP, Claims, Compensation and Contracting Key employee | 50 | $251,601 |
| Terence Chan | Vice President, Finance Officer | 50 | $242,567 |
| Ian Collins | Chief Compliance & Privacy Officer and Associate General Counsel Officer | 50 | $227,043 |
| Jeremy Wing | Vice President, Pricing and Advanced Analytics Key employee | 50 | $222,625 |
| JS Ledoux | Assistant Vice President, Product Management Key employee | 50 | $219,466 |
| Richard Hennick | Director Trustee or director | 5 | $215,000 |
| Nagesh Chawla | Vice President, Enterprise Technology and Cybersecurity Key employee | 50 | $207,635 |
| Gerry Salvatore | Assistant Vice President, Sales Operations & Business Development Key employee | 50 | $195,727 |
| Linda Watters | Director Trustee or director | 5 | $184,400 |
| Wendy Mao | Assistant Vice President, US Reporting Key employee | 50 | $181,795 |
| Vivian Yip | Assistant Vice President, Financial Risk Management Key employee | 50 | $179,852 |
| Kelly Shum | AVP, Financial Management Operations Key employee | 50 | $176,016 |
| Kris Sarkissian | AVP, IT Operations Key employee | 50 | $175,201 |
| Nadine Kuhlkamp | VP, Marketing & Communications Highest-paid employee | 50 | $173,344 |
| Zol Mellary | AVP, Project Management Office Highest-paid employee | 50 | $170,155 |
| Noel Mak | Vice President Highest-paid employee | 50 | $168,277 |
| Aziz Rguigue | Vice President Highest-paid employee | 50 | $164,430 |
| Terry Chan | AVP, Business Planning and ALM Highest-paid employee | 50 | $162,642 |
| Valerie Howes | Chief AML Officer, Special Investigations & Consumer Complaints Officer | 50 | $161,852 |
| Katherine Bardswick | Director Trustee or director | 5 | $155,273 |
| Sonia Baxendale | Director Trustee or director | 5 | $155,261 |
| Janice Madon | Director Trustee or director | 5 | $153,293 |
| Gino Scapillati | Director Trustee or director | 5 | $143,359 |
| Wendy Watson | Director Trustee or director | 5 | $136,400 |
| Cindy Worley | Director Trustee or director | 5 | $136,400 |
| Michael Edge | Director Trustee or director | 50 | $136,400 |
| Michael Lombardi | Director Trustee or director | 5 | $135,416 |
| Michael Stramaglia | Director Trustee or director | 5 | $135,416 |
| Shelly Herman | Director Trustee or director | 5 | $126,400 |
| Robert Wight | Director Trustee or director | 5 | $125,493 |
990 for the year ended December 31, 2023: 55 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Louis Gagnon | President and Chief Executive Officer Officer | 50 | $3,277,036 |
| Matthew Berman | President, Foresters US and Canada Officer | 50 | $1,435,641 |
| Alvin Sharma | Global Chief Financial Officer & Chief Actuary Officer | 50 | $716,824 |
| Mehul Kapadia | SVP & Global Chief Information Officer Officer | 50 | $689,657 |
| Rene Zanin | Interim President & Chief Executive Officer Officer | 50 | $587,967 |
| Mark Rush | Chief Distribution Officer, US Sales Key employee | 50 | $493,748 |
| Marcia Mendes-d'Abreu | Chief Human Resources Officer Officer | 50 | $488,196 |
| Jon Stephen McDonald | Vice President, Special Projects Officer | 50 | $460,077 |
| Guarav Upadhya | Global Chief Actuary & Chief Risk Officer Officer | 50 | $426,291 |
| Trudy Engel | Vice President and Appointed Actuary Officer | 50 | $360,469 |
| Parker Brown | General Counsel & Vice President, Vendor Management & Data Governance Key employee | 50 | $338,809 |
| Sujeether Kumareswaran | Vice President, Capital, Business Planning and Strategy Key employee | 50 | $319,089 |
| Daniel Fortin | Director Trustee or director | 5 | $312,285 |
| Caroline Rendall | Chief Risk Officer Officer | 50 | $310,777 |
| Patricia Colavita | SVP and Chief Internal Auditor Officer | 50 | $308,113 |
| Henry Auyeung | President, Canadian Division Officer | 50 | $305,792 |
| Bruce Burak | AVP, US Sales Key employee | 50 | $296,538 |
| Ken Adams | Vice President, Total Rewards Key employee | 50 | $294,472 |
| Charles Morrison | AVP, US Sales Key employee | 50 | $288,033 |
| Kelly Steinmetz | AVP, US Sales Key employee | 50 | $287,424 |
| Douglas Parrott | Assistant Vice President, Chief Underwriter-North America Key employee | 50 | $265,185 |
| Meghan Seybold | Vice President, Talent Management & Business Partners Key employee | 50 | $244,771 |
| David Sullivan | AVP, Claims, Compensation and Contracting Key employee | 50 | $244,563 |
| Julia Fantilli | VP, US Customer service and New Business Key employee | 50 | $235,462 |
| Balina Bawa | Vice President, Global Tax Compliance and Planning Officer | 50 | $225,577 |
| Richard P Hennick | Director Trustee or director | 5 | $215,000 |
| JS Ledoux | Assistant Vice President, Product Management Key employee | 50 | $212,702 |
| Clark Wagner | Chief Investment Officer Officer | 50 | $205,333 |
| Ian Collins | Chief Compliance Officer, Chief Privacy Officer & Chief Anti-Money Laundering Officer (all Interim) Officer | 50 | $201,622 |
| Terence Chan | Vice President, Finance Officer | 50 | $195,689 |
| Gerry Salvatore | Assistant Vice President, Sales Operations & Business Development Key employee | 50 | $192,435 |
| Jeremy Wing | Vice President, Pricing and Advanced Analytics Key employee | 50 | $184,136 |
| Nagesh Chawla | Vice President, Enterprise Technology and Cybersecurity Key employee | 50 | $183,047 |
| Wendy Mao | Assistant Vice President, US Reporting Key employee | 50 | $179,968 |
| Vivian Yip | Assistant Vice President, Business Planning Key employee | 50 | $174,536 |
| Kris Sarkissian | AVP, IT Operations Key employee | 50 | $172,063 |
| Colette Atkinson | Assistant Vice President, Policy & Capital Management (On Leave) Key employee | 50 | $169,712 |
| Kelly Shum | AVP, Financial Management Operations Key employee | 50 | $168,519 |
| Zol Mellary | AVP, Project Management Office Highest-paid employee | 50 | $163,692 |
| Linda Watters | Director Trustee or director | 5 | $162,667 |
| Sonal Vyas | Assistant Vice President, Finance Transformation Highest-paid employee | 50 | $156,817 |
| Chris Sehnke | AVP, Business Intelligence & Analytics Highest-paid employee | 50 | $154,942 |
| Fatima Smart | AVP, HR Operations Highest-paid employee | 50 | $153,104 |
| Dan Drimmie | AVP, Project Management Highest-paid employee | 50 | $152,147 |
| Gino Scapillati | Director Trustee or director | 5 | $147,118 |
| Janice Madon | Director Trustee or director | 5 | $144,692 |
| Sonia Ameena Boxendale | Director Trustee or director | 5 | $142,092 |
| Wendy A Watson | Director Trustee or director | 5 | $141,000 |
| Michael P Stramaglia | Director Trustee or director | 5 | $139,666 |
| Katherine A Bardswick | Director Trustee or director | 5 | $137,037 |
| Michael Lombardi | Director Trustee or director | 5 | $137,037 |
| Robert W Wight | Director Trustee or director | 5 | $134,611 |
| Shelly Herman | Director Trustee or director | 5 | $133,600 |
| Cindy Worley | Director Trustee or director | 5 | $133,600 |
| Shelley Wilson | Corporate Secretary (Interim) Officer | 50 | $127,170 |
Address and contacts
- Address (IRS master file)
- TORONTO ON M3C 1T9, CANADA, CA 00000-0000
- In care of
- % 789 DON MILLS RD
- Mailing address (990-N for 2010)
- 6905 Bennett Valley Road, Santa Rosa CA 95404
- Principal officer (990 for 2024)
- Rene Zanin, 789 Don Mills Road, Toronto, Ontario M3C 1T9, CA
- Principal officer (990-N for 2010)
- Patricia Allen, 6905 Bennett Valley Road, Santa Rosa CA 95404
- Signed the 990
- Balina Bawa, VP, Global Tax Compliance&Planning
- Phone
- (416) 429-3000
- Website
- www.foresters.com
California records
California keeps its own records of charities and corporations. Search them by EIN 98-0000680 or by the name INDEPENDENT ORDER OF FORESTERS.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Foresters Common Bond informs its purpose is to champion the well-being of its members, their families and communities where they live, which it does through quality life insurance, unique member benefits, and inspiring community activities. Foresters is governed by its members.
Program accomplishments
- Insurance Benefits: Foresters provided Insurance Benefits, including life, health and annuity benefits, for approximately 2,167,550 members across the United States, Canada and the United Kingdom. The cost for providing such insurance benefits was approximately $741 million, excluding changes in actuarial reserves.Expenses $741,261,498
- Fraternal Benefits and Grants: Foresters provide its members, at no additional cost, with a variety of fraternal benefits outside of the traditional insurance benefits described above. These benefits demonstrate Foresters commitment to the purpose of assisting members, enhancing their well-being, and benefiting their communities. These benefits provide aid in times of trouble, illness or need. The following programs were funded by Foresters for its members. Competitive Scholarship Program (US/Canada/UK): - Foresters granted 430 scholarships valued at $2,500/year in local currency in North America and £1,000/year in the UK, to members, their spouses, children and grandchildren. This benefit was awarded based upon academic credentials and participation in charitable and philanthropic activities. Foresters provided approximately $992,000 towards the Competitive scholarship program in 2024. Foresters Renew Program (US/Canada/UK): - Foresters granted 370 scholarships valued at $1,000/year in local currency in North America and £1,000/year in the UK, to members, their spouses, children and grandchildren. This benefit was awarded based upon academic credentials and participation in charitable and philanthropic activities. Foresters provided approximately $574,750 towards the Renew program in 2024. Lifelong Learning/LawAssure (US/Canada/UK): - Foresters provided these two personal assistance benefits to Foresters members who are seeking learning & development in areas such as but not limited to financial planning, health & wellness, and professional development... as well as access to an online document preparation tool to support in documental creation such as Wills & Power of Attorney". Lifelong Learning allows Foresters members to explore learning opportunities through a customizable online platform where they can learn at their own pace and track their progress. Lifelong Learning provides members with access to over 200 in-demand personal development courses and is offered to Foresters members in all geographic areas. It cost approximately $139,600 to fund this benefit in 2024. LawAssure is an online document preparation service that gives you access to customizable documents, making it simple and convenient. Members can create customizable wills, powers of attorney and healthcare directives from the comfort of their own home. It cost approximately $239,000 to fund this benefit in 2024. Connected Health Program/Foresters Go Dacadoo (US/Canada/UK): - Foresters Go is digital wellness app-based benefit where members can proactively track their diet and fitness habits using different wellness features and earn reward points. Purpose & Community (P&C) is a purpose-driven section of this member benefit designed to reward members and boost their wellbeing through volunteering. In 2024, over 6,980 participated in the Foresters Go program and earned rewards points from downloading and registering the Foresters Go app, from promotions and in-app activities and challenges. It cost over $773,400 to fund this program in 2024. Critical/Terminal Illness benefits (US/Canada): - In 2024, 205 Foresters members received approximately $451,000 in benefits to help defray the cost of health care. Orphan Benefits (US/Canada): - In 2024, Foresters provided approximately $118,200 to legal guardians for care and support of orphans. Additionally, orphans received four years college scholarships. Senior Member Benefits (US/Canada): - Foresters provided complete residential housing and/board for 22 of its most needy members at two retirement homes. In 2024, approximately $476,250 in services were provided. Funding Local Community Activities - Granting (US/Canada/UK): - In 2024, Foresters contributed approximately $4.0 million to the Branch Network in the US, UK and Canada. These funds are held in trust in separate accounts and is administered by the Foresters staff on behalf of Foresters Branches in the US, UK and Canada. Members can apply for these funds to carry out fraternal and community volunteer activities. In 2024, 5,837 activities took place engaging 35,333 members. These funds were used to organize community involvement activities that responded to a real need in a member's community supporting charitable organizations such as children's hospitals, local Boys and Girl Clubs. Related to this initiative, Foresters also supports strengthening families by allowing members to apply for funding to organize fun-family activities in their communities. The funds held in the Branch Network are used to support these types of activities as well. Member Engagement Activities (US/Canada/UK): - In 2024, Foresters invested over $390,000 in engaging our members in social activities designed to give back to our members and teach them about the benefits available to them, and volunteer activities designed to give back to our communities and teach them how to volunteer and host activities on their own.Expenses $8,986,713
- Foresters Community Partnerships: Every year, Foresters offer direct support to charities that enhance the well-being of families and communities. Partnerships with non-profit organizations like, but not limited to, Whole Kids Foundation, National Clean-Up (Clean Trails), Evergreen Foundation, and Cash for Kids (in the UK) make this possible at a local level. Members work with these organizations, lending their time to improve the quality of life and well-being of local families and their communities. Sustainability Partnerships: To support giving back to our communities and investing in educating our members and their families on the importance of living a sustainable life, Foresters has partnered with the following organizations: The Whole Kids Foundation: The Whole Kids Foundation supports children and their families in learning about nutrition and wellness. By partnering with organizations like Foresters, the Whole Kids Foundation helps provide grants for school gardens and organizes sustainability activities like pollinator preservation events. 5th World Regenerative Ag Corp.: 5th World seeks to leverage technological innovation, human ingenuity, and the wisdom of nature to foster a positive, more abundant future for all. Their vision is to help build autonomous and regenerative communities that thrive, grow fresh, nutritious and delicious food, are a source for reliable clean water supplies, and harvest renewable energy. Through Foresters Financial's partnership with 5th World, we aim to build sustainable and regenerative food foresters that can feed our communities for generations to come. In 2024, Foresters developed 1 Food Forest in Alberta, Canada. Evergreen - Evergreen champions sustainable change in communities across Canada to help make cities more livable, green and prosperous. Since 2020, Foresters has partnered with Evergreen to create a series of sustainable gardens at the Evergreen Brick Works site in Toronto, Ontario, that supports pollinators, provides access to nutritious food, and fosters a regenerative ecosystem. Clean Trails/National Cleanup Day: - Clean Trails is a community of people focused on keeping the world's natural spaces and the trails that pass through them clear of litter. National Cleanup Day is an initiative by Clean Trails that calls on people to join or start a cleanup project in their communities. In 2024, Foresters invested about $187,000 to support building and beautifying gardens and communities across US, UK and Canada. Playground Builds: To provide equitable access to safe play spaces across the 3 countries that we represent (US, UK, and Canada), Foresters has partnered with the following organizations: KaBOOM! (NA): KaBOOM! is a national non-profit organization dedicated to bringing balanced active play into the daily lives of all kids. With the help of members, employees, and our sales partners, we built 2 playgrounds in 2024, one in Fullerton, California, and the other in Toronto, Ontario, Canada. As of the end of 2024, we hit 175 playspaces in North America. Timotay Playscapes (UK): Timotay designs and installs playgrounds for schools, nurseries, and public spaces for children of all ages and abilities, recognizing that outdoor play is not just for fun, but it is an important part of every child's physical, social, educational, and cognitive development. In 2024, with the help of members and employees, we built 1 playground in Staffordshire, England. In 2024, Foresters invested over $409,000 to support building equitable and safe playspaces for children in communities across US, UK and Canada. Cash for Kids (UK): Cash for Kids is an umbrella brand for Bauer Radio's network of registered local charities. Since 2009, Foresters has been working with Cash for Kids to provide volunteer opportunities for our members that support children and family time. In 2024, Foresters provided $30,668 to sponsor the Cash for Kids Mission Christmas campaign. With this support, the campaign raised over £8 million in cash, gifts and toys and helped almost 200,000 children and their families to have a better holiday season. Throughout November and December, Foresters staff hosted virtual events throughout the UK, where members and their families created care packages for these disadvantaged children. MyBNK (UK): MyBnk is a financial education charity, aiming to bridge the gap of financial literacy in the UK, by delivering expert-led, high-impact financial education programs on topics such as saving, debt and student finance. In 2024, Foresters Financial and MyBnk partnered on approximately 15 activities providing over 120 young adults with essential money skills and knowledge investing over $38,000 towards this partnership. US Hunger: U.S. Hunger is an organization committed to solving food insecurity by providing healthy meals to people and creating a hunger-free world. In June of 2024, around 500 members across Canada, the US and the UK partnered with U.S. Hunger in Orlando, Florida, to pack 150,000 meals for people in need. In 2024, Foresters Financial invested $45,500 to this organization. Tuberous Sclerosis Association (UK): During our 150th anniversary year, members across Canada, the US and the UK submitted video pleas for charities to receive a $/£50,000 donation. Foresters selected the Tuberous Sclerosis Association (TSA) in the UK. The member who nominated the charity has a nephew living with Tuberous Sclerosis Complex (TSC). In their plea, they shared stories about their nephew's struggles and how he continues to be a beacon of light for the family. Since 1977, the TSA has been supporting individuals and families affected by TSC. In 2024, Foresters Financial donated approximately $64,000 to this organization. Marjaree Mason Center for (US): Marjaree Mason Center supports and empowers adults and their children affected by domestic violence, while striving to prevent and end their cycle of abuse through education and advocacy by providing shelter from domestic violence and support services, including education for victims and youth. In 2024, Foresters Financial donated approximately $50,000 to this organization. You Can Ride 2 (Canada): Based in Alberta, You Can Ride 2 is an organization that offers children with disabilities the opportunity to find joy and freedom through movement by reducing barriers to riding a bike. They offer programs to help reduce barriers and make it more accessible for children of all abilities to ride a bike. In 2024, Foresters Financial donated approximately $36,500 to this organization.Expenses $11,924,369
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 98-0000680
- Tax-exempt status
- 501(c)(8): Fraternal beneficiary society
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation; Foreign-addressed organization; Group exemption; Fraternal lodge, deductible only for charitable purposes
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 1783 (40 member organizations)
- Assets (IRS master file)
- $5,193,474,694
- Income (IRS master file)
- $835,751,204
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $835,751,204 | $762,172,580 | $5,193,474,694 | IRS |
| 990 | December 2023 | $928,907,905 | $814,587,687 | $5,161,949,709 | XML |
| 990 | December 2022 | $843,418,120 | $756,949,204 | $5,126,809,799 | IRS |
| 990 | December 2021 | $713,057,039 | $849,705,626 | $6,129,337,660 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Patricia Allen | December 31, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 98-0000680).
Questions about INDEPENDENT ORDER OF FORESTERS
- What is the EIN of INDEPENDENT ORDER OF FORESTERS?
- The employer identification number (EIN) of INDEPENDENT ORDER OF FORESTERS is 98-0000680.
- Is INDEPENDENT ORDER OF FORESTERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1966.
- Are donations to INDEPENDENT ORDER OF FORESTERS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation; Foreign-addressed organization; Group exemption; Fraternal lodge, deductible only for charitable purposes).
- Which annual return does INDEPENDENT ORDER OF FORESTERS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INDEPENDENT ORDER OF FORESTERS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDEPENDENT ORDER OF FORESTERS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INDEPENDENT ORDER OF FORESTERS?
- The 990 for the year ended December 31, 2024 names Rene Zanin.
- Who are the officers and directors of INDEPENDENT ORDER OF FORESTERS?
- The 990 for the year ended December 31, 2024 lists 50 people; 50 received compensation from the organization, the highest $1,029,578 (Matthew Berman, President and Chief Executive Officer).
- How much revenue does INDEPENDENT ORDER OF FORESTERS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $835,751,204, expenses of $762,172,580 and total assets of $5,193,474,694 at year end.
Organizations in its group exemption (40)
- INDEPENDENT ORDER OF FORESTERS GROUP RETURN EIN 98-1103828 · CANADA, null · last filed 990 for 2025
- INDEPENDENT ORDER OF FORESTERS EIN 23-7563103 · BATAVIA, NY · last filed 990-N for 2009
- INDEPENDENT ORDER OF FORESTERS EIN 94-0575340 · SACRAMENTO, CA · last filed 990-N for 2009
Other nonprofits in CANADA
- SOCIETY OF PETROPHYSICISTS AND WELL LOG ANALYSTS INC EIN 75-2255589 · last filed 990 for 2024
- FRIENDS OF CANADIAN WILDERNESS EIN 47-2886678 · last filed 990-N for 2024