Commonwealth Foundation for Public Policy Alternatives
Donations deductibleRevenue
$12m
year to 30 September 2025
Expenses
$8.9m
year to 30 September 2025
Total assets
$11m
$1.9m liabilities
Net assets
$9.1m
assets less liabilities
Directors and trustees
9
7.0 years on average
Staff
44
employees, year to 30 September 2025
Chair observed
≥6 yrs
George Gh Coates Jr
Left since last filing
0
no seats appear to have opened
Commonwealth Foundation for Public Policy Alternatives' network
9 people4 organisationsi9 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| George GH Coates JR Chair | Director & Chair | 2018 | 8 yrs |
| Brittney N Paul | Director | 2018 | 8 yrs |
| C Bruce Kern II | Director & Secretary | 2018 | 8 yrs |
| Emily WK COX (also filed as Emily COX) | Director | 2022 | 4 yrs |
| Gerard Alexander | Director | 2018 | 8 yrs |
| Montgomery B Brown | Director | 2018 | 8 yrs |
| Sarah Y Simkiss | Director | 2023 | 3 yrs |
| Thomas E Beach | Director | 2018 | 8 yrs |
| William E Sordoni (also filed as Bill Sordoni) | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
17 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Abbey Haslam | Director of Government Affairs | since 2023 |
| Andrew J Lewis | President & CEO (Effective 9/13/24) | 2024 |
| C Roger Custer | Vice President | since 2022 |
| Charles F Mitchell | President(Through 9/13/24) | since 2018 |
| David Osborne | Senior Fellow | 2024 |
| Elizabeth Stelle | Employee | since 2022 |
| Eric W Heidenreich | Employee | since 2021 |
| Erik M Telford | Senior Vice President | since 2023 |
| James Miller | Digital Marketing Director | since 2023 |
| Jennifer T Stefano | Vice President & Chief Strategist | since 2018 |
| John Bouder | Employee | since 2020 |
| Kelsey Philie | Employee | since 2022 |
| Kevin Kane | Director of Legislative Strategy | since 2023 |
| Mark R Wilson | Chief Financial Officer | since 2022 |
| Nathan A Benefield | Vice President/COO & Secretary | since 2018 |
| Nathan A Benefield SEC to 923 | Vice President | 2021 |
| Stephen L Bloom | Vice President | since 2019 |
Pay and hours
year to 30 September 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Stephen L Bloom Thru 41625 | Senior Vice President | 40 | $227k | $34k | |
| Nathan A Benefield | Chief Policy Officer | 40 | $221k | $16k | |
| Elizabeth Stelle | Vice President of Policy | 40 | $125k | $11k | |
| Abbey Haslam | Director of Government Affairs | 40 | $123k | $21k | |
| James Miller | Digital Marketing Director | 40 | $118k | $5k | |
| David Osborne | Senior Director of Labor Policy | 40 | $114k | $30k | |
| Kevin Kane | Director of Legislative Strategy | 40 | $112k | $15k | |
| Erik M Telfordthru 41625 | Senior Vice President | 40 | $109k | $4k | |
| Andrew J Lewis | President & CEO | 40 | $82k | $4k | |
| Mark R Wilson | Chief Financial Officer | 40 | $78k | $4k | |
| C Roger Custerthru 41625 | Vice President | 40 | $75k | $3k | |
| Megan L Martineffect41625 | COO & General Counsel | 40 | $14k | $562 | |
| George Gh Coates Jr | Director & Chair | 1 | $0 | ||
| William E Sordoni | Director & Treasurer | 1 | $0 | ||
| C Bruce Kern II | Director & Secretary | 1 | $0 | ||
| Gerard Alexander | Director | 1 | $0 | ||
| Thomas E Beach | Director | 1 | $0 | ||
| Montgomery B Brown | Director | 1 | $0 | ||
| Emily Wk Cox | Director | 1 | $0 | ||
| Brittney N Paul | Director | 1 | $0 | ||
| Sarah Y Simkiss | Director | 1 | $0 |
Colorado roster
16 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263024422). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Erik Telford | Senior Vice President |
| Stephen Bloom | Vice President |
| Robert, III Morris | Chief Financial Officer |
| Emily Cox | Director |
| Sally Simkiss | Director |
| C Bruce, II Kern | Director & Secretary |
| Andrew Lewis | President & CEO |
| Heather Stohler | Director |
| Nathan Benefield | Chief Policy Officer |
| Robert. III Morris | |
| George, Jr. Coates | Director & Chair |
| William Sordoni | Director & Treasurer |
| Montgomery Brown | Director |
| Gerard Alexander | Director |
| Andrew J Lewis | President |
| Thomas Beach | Director |
About
- Legal name
- Commonwealth Foundation for Public Policy Alternatives
- EIN
- 232473845
- Address
- 223 State St, Harrisburg, PA, 17101-1135
- State
- Pennsylvania
- Mission
- The commonwealth foundation transforms free-market ideas into public policies, empowering all pennsylvanians to thrive. (as filed on the Form 990)
- Activity (NTEE)
- W05 Public and societal benefit
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Public & Societal Benefit
- Size band
- 7 (IRS master file code)
- Formed
- 1987
- Principal officer
- Andrew J Lewis (as named on the Form 990)
- IRS ruling date
- 1 June 1988
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsGeorge GH Coates JR
≥8years on the filingsBrittney N Paul
≥8years on the filingsC Bruce Kern II
≥8years on the filingsGerard Alexander
Latest return
year to 30 September 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 September 2025. US dollars, as filed.- Total assets
- $11m
- Total liabilities
- $1.9m
- Net assets or fund balances
- $9.1m
- Contributions and grants received
- $11.7m
- Program service revenue
- $0
- Grants and similar paid out
- $93k
- Employees
- 44
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $12.1m | $11m | $1.1m |
As filed on the IRS Form 990. US dollars.
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Donors Trust | Please see schedule i-part iv-supplemental information | $40k |
| Pa Families for Education Choice | Please see schedule i-part iv-supplemental information | $20k |
| Talent Market | Please see schedule i-part iv-supplemental information | $15k |