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Pennsylvania State Education Association Retiree Benefit Trust

20 27 002 3406421

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.7M (2024)

Expenses
$820k (2024)

Total Assets
$36.1M (2024)

Total Liabilities
$5.76k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,700,090
Expenses
$820,461
Net Income
$879,629
Net Assets
$36,117,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $656,299
38.6%
Investment Income $959,533
56.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $84,258
5.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $23,266
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,123,614
Total Liabilities $5,761
Net Assets $36,117,853
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $23,266 $0 $0
Corry Schachern (Veba Committee Member) $0 $170,662 $48,874
David P Petruzzi (Veba Committee Member (Ending 8/31/23)) $0 $203,884 $53,747
Joseph M Thayer (Veba Committee Chairperson) $0 $203,621 $54,948
Daniel C Mercer (Veba Committee Member) $0 $166,228 $49,244
Jennifer L Wert (Veba Committee Member) $0 $158,235 $52,171
Lisa Lyter (Alternate Veba Committee M) $0 $168,952 $38,686
Aaron F Chapin (Veba Committee Member (Ending 8/31/23)) $0 $120,445 $84,863
John Abe (Veba Committee Member) $0 $79,616 $29,251
Phyllis Heverly Flesher (Veba Committee Member) $0 $202,060 $68,707
Kelby Waltman (Veba Committee Member (As Of 3/6/24)) $0 $204,141 $33,637
Jeffrey D Ney (Veba Committee Member (As Of 9/1/23)) $0 $111,044 $69,071
Joseph F Howlett (Former Veba Committee Chairperson) $0 $208,488 $26,508

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,847,625
Expenses
$712,660
Net Income
$1,134,965
Net Assets
$32,158,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $633,390
34.3%
Investment Income $1,197,535
64.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,700
0.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,746
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,164,596
Total Liabilities $5,695
Net Assets $32,158,901
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $21,747 $0 $0
Corry Schachern (Veba Committee Member) $0 $220,932 $48,224
Joseph P Howlett (Veba Committee Member) $0 $201,313 $56,428
David P Petruzzi (Veba Committee Member) $0 $190,795 $60,940
Joseph M Thayer (Veba Committee Member) $0 $189,752 $60,284
Jeffrey D Lewis (Veba Committee Member) $0 $171,707 $44,992
Daniel C Mercer (Veba Committee Chairperson) $0 $158,247 $49,282
Jennifer L Wert (Veba Committee Member) $0 $145,269 $49,958
Lisa Lyter (Alternate Veba Committee M) $0 $153,013 $41,566
Aaron F Chapin (Veba Committee Member) $0 $99,990 $67,003
John Abe (Veba Committee Member) $0 $80,158 $22,447
Phyllis Heverly Flesher (Veba Committee Member) $0 $46,046 $53,136

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,650,923
Expenses
$687,425
Net Income
$2,963,498
Net Assets
$29,034,426
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $611,942
16.8%
Investment Income $1,683,505
46.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,355,476
37.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $22,506
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,043,931
Total Liabilities $9,505
Net Assets $29,034,426
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $22,506 $0 $0
Joseph P Howlett (Veba Committee Member) $0 $195,215 $66,098
David P Petruzzi (Veba Committee Member) $0 $186,377 $65,575
Joseph M Thayer (Veba Committee Chairperson) $0 $185,669 $66,756
Jeffrey D Lewis (Veba Committee Member) $0 $169,538 $116,021
Brian Koppenhaver (Alternate Veba Committee M) $0 $161,847 $62,979
Corry Schachern (Veba Committee Member) $0 $160,796 $78,688
Daniel C Mercer (Veba Committee Member) $0 $155,913 $59,968
Lisa Lyter (Alternate Veba Committee M) $0 $143,291 $53,038
Jennifer L Wert (Veba Committee Member) $0 $138,300 $61,641
Aaron F Chapin (Veba Committee Member) $0 $94,485 $69,642

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,471,081
Expenses
$661,960
Net Income
$1,809,121
Net Assets
$32,729,354
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $586,289
23.7%
Investment Income $833,304
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,051,488
42.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,999
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,735,171
Total Liabilities $5,817
Net Assets $32,729,354
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $21,999 $0 $0
Joseph P Howlett (Veba Committee Member) $0 $197,432 $90,079
David P Petruzzi (Veba Committee Member) $0 $188,631 $74,082
Joseph M Thayer (Veba Committee Member) $0 $188,291 $74,667
Jeffrey D Lewis (Veba Committee Member) $0 $166,049 $66,295
Corry Schachern (Veba Committee Member) $0 $160,187 $69,247
Brian Koppenhaver (Alternate Veba Committee Member) $0 $157,611 $66,572
Daniel C Mercer (Veba Committee Member) $0 $153,388 $63,996
Lisa Lyter (Alternate Veba Committee Member) $0 $140,429 $68,336
Jennifer L Wert (Veba Committee Chairperson) $0 $133,252 $61,784
Aaron F Chapin (Veba Committee Member) $0 $89,891 $71,521

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$566,086
Expenses
$643,705
Net Income
-$77,619
Net Assets
$25,949,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $557,073
98.4%
Investment Income $1,024,413
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,015,400
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $20,294
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,954,543
Total Liabilities $5,171
Net Assets $25,949,372
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $20,294 $0 $0
Joseph P Howlett (Veba Committee Member) $0 $191,185 $89,865
Joseph M Thayer (Veba Committee Chairpersion) $0 $182,731 $90,475
Daniel C Mercer (Veba Committee Member) $0 $204,753 $65,466
David P Petruzzi (Veba Committee Member) $0 $182,863 $74,155
Jeffrey D Lewis (Veba Committee Member) $0 $163,017 $67,733
Corry Schachern (Alternate Veba Committee M) $0 $149,401 $72,010
Lisa Lyter (Alternate Veba Committee M) $0 $131,996 $61,320
Jennifer L Wert (Veba Committee Member) $0 $119,383 $67,627
Aaron F Chapin (Veba Committee Member) $0 $54,088 $69,306
Maria Weik (Veba Committee Member) $0 $76,735 $45,068

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,257,997
Expenses
$679,711
Net Income
$1,578,286
Net Assets
$26,345,832
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $547,837
24.3%
Investment Income $934,542
41.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $775,618
34.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $19,816
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,351,809
Total Liabilities $5,977
Net Assets $26,345,832
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $19,816 $0 $0
Richard W Askey End 111418 (Veba Committee Member) $0 $105,075 $89,288
David P Petruzzi (Veba Committee Member) $0 $175,565 $69,089
Joseph P Howlett (Veba Committee Member) $0 $183,983 $78,862
Joseph M Thayer (Veba Committee Member) $0 $174,412 $83,096
Lisa Lyter (Alternate Veba Committee M) $0 $109,773 $69,645
Jeffrey D Lewis (Veba Committee Member) $0 $154,104 $66,099
Daniel C Mercer (Veba Committee Chair) $0 $147,626 $69,920
Jennifer L Wert (Veba Committee Member) $0 $112,653 $54,505
Maria Weik (Veba Committee Member) $0 $75,462 $42,201
Corry Schachern (Alternate Veba Committee M) $0 $145,507 $65,844
Korri J Brown112818 51819 (Veba Committee Member) $0 $16,784 $25,222
Aaron F Chapin Beg 61719 (Veba Committee Member) $0 $8,400 $9,965

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Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,416,550
Expenses
$713,638
Net Income
$2,702,912
Net Assets
$24,894,294
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $559,104
16.4%
Investment Income $525,813
15.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,331,633
68.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $19,702
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,899,219
Total Liabilities $4,925
Net Assets $24,894,294
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $19,702 $0 $0
Dolores M Mccrackenend9117 (Veba Committee Member) $0 $158,687 $116,773
Richard Askey Beg9217 (Veba Committee Member) $0 $87,093 $77,072
David P Petruzzi (Veba Committee Member) $0 $172,285 $76,850
Joseph F Howlett (Veba Committee Chair) $0 $179,866 $95,872
Joseph M Thayer (Veba Committee Member) $0 $169,996 $101,558
Lisa Lyter (Alternate Veba Committee M) $0 $106,959 $58,545
Jeffrey D Lewis (Veba Committee Member) $0 $149,247 $71,969
Daniel C Mercer (Veba Committee Member) $0 $144,921 $72,740
Jennifer L Wert (Veba Committee Member) $0 $105,762 $66,973
Maria Weik (Veba Committee Member) $0 $73,327 $46,871
Corry Schachern (Alternate Veba Committee M) $0 $139,501 $79,844

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$797,126
Expenses
$713,163
Net Income
$83,963
Net Assets
$23,193,762
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $560,978
70.4%
Investment Income $521,397
65.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$285,249
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $18,366
2.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,225,479
Total Liabilities $31,717
Net Assets $23,193,762
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $18,366 $0 $0
Dolores M Mccracken (Veba Committee Member) $0 $145,574 $94,613
Corry Schachern (Alternate Veba Committee M) $0 $134,219 $90,252
David P Petruzzi (Veba Committee Member) $0 $169,891 $95,556
Joseph P Howlett (Veba Committee Member) $0 $177,126 $112,185
Lisa Lyter (Alternate Veba Committee M) $0 $105,330 $70,652
Barbara P Henning (Veba Committee Member) $0 $207,258 $17,238
Jeffrey D Lewis (Veba Committee Chair) $0 $145,970 $85,897
Daniel C Mercer (Veba Committee Member) $0 $142,452 $86,141
Jennifer L Wert (Veba Committee Member) $0 $91,905 $74,463
Joseph M Thayer (Veba Committee Member) $0 $169,445 $114,466
Maria Weik (Veba Committee Member) $0 $72,069 $55,646

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Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,227,554
Expenses
$615,835
Net Income
$611,719
Net Assets
$20,156,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $547,283
44.6%
Investment Income $637,768
52.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,503
3.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,453
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,161,088
Total Liabilities $4,390
Net Assets $20,156,698
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $17,453 $0 $0
Dolores M Mccracken (Veba Committee Member) $0 $138,140 $94,352
W Gerard Oleksiak (Veba Committee Member) $0 $87,112 $102,136
David P Petruzzi (Veba Committee Member) $0 $171,598 $91,995
Joseph P Howlett (Veba Committee Member) $0 $178,738 $103,972
Lisa Lyter (Alternate Veba Committee M) $0 $107,136 $65,561
Barbara P Henning (Veba Committee Member) $0 $157,177 $94,069
Jeffrey D Lewis (Veba Committee Member) $0 $149,315 $78,897
Daniel C Mercer (Veba Committee Member) $0 $145,348 $79,774
Jennifer L Wert (Veba Committee Member) $0 $79,082 $55,192
Joseph M Thayer (Veba Committee Chair) $0 $166,258 $104,175
Maria Weik (Alternate Veba Committee M) $0 $73,560 $51,280

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Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,134,086
Expenses
$568,594
Net Income
$565,492
Net Assets
$20,882,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $529,896
46.7%
Investment Income $572,031
50.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,159
2.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,767
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,886,492
Total Liabilities $4,460
Net Assets $20,882,032
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $17,767 $0 $0
W Gerard Oleksiak (Veba Committee Member) $0 $64,647 $72,715
David P Petruzzi (Veba Committee Member) $0 $165,571 $106,216
Joseph P Howlett (Veba Committee Member) $0 $169,422 $121,924
Lisa Lyter (Alternate Veba Committee M) $0 $105,177 $87,071
Barbara P Henning (Veba Committee Member) $0 $149,303 $100,279
Judith A Barkhimer (Veba Committee Member) $0 $68,801 $58,794
Jeffrey D Lewis (Veba Committee Member) $0 $141,818 $95,067
Daniel C Mercer (Veba Committee Chair) $0 $136,141 $97,046
Jennifer L Wert (Veba Committee Member) $0 $70,394 $66,474
Joseph M Thayer (Veba Committee Member) $0 $155,633 $121,724
Maria Weik (Alternate Veba Committee M) $0 $69,912 $59,243
Gerard L Brandon (Former Veba Committee Chair) $0 $158,763 $9,630

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,266,653
Expenses
$549,435
Net Income
$717,218
Net Assets
$20,576,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $511,079
40.3%
Investment Income $401,989
31.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $353,585
27.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,445
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,582,411
Total Liabilities $6,340
Net Assets $20,576,071
Compensation
Key Employees and Officers Compensation Related Other
Pnc Bank National Association (Institutional Trustee) $17,445 $0 $0
Gerard L Brandon (Veba Committee Member) $0 $167,368 $33,297
W Gerard Oleksiak (Veba Committee Member) $0 $62,365 $60,312
David P Petruzzi (Veba Committee Member) $0 $157,693 $74,623
Joseph P Howlett (Veba Committee Chair) $0 $163,189 $91,341
Lisa Lyter (Alternate Veba Committee M) $0 $98,861 $69,557
Barbara P Henning (Veba Committee Member) $0 $148,374 $70,560
Judith A Barkhimer (Veba Committee Member) $0 $68,244 $45,817
Jeffrey D Lewis (Veba Committee Member) $0 $140,924 $68,539
Daniel C Mercer (Veba Committee Member) $0 $131,310 $66,792
Jennifer L Wert (Alternate Veba Committee M) $0 $64,208 $45,673
Joseph M Thayer (Veba Committee Member) $0 $150,898 $91,322

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,031,580
Expenses
$392,589
Net Income
$638,991
Net Assets
$17,217,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $520,248
50.4%
Investment Income $511,332
49.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $16,073
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,221,724
Total Liabilities $4,094
Net Assets $17,217,630

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$893,522
Expenses
$279,695
Net Income
$613,827
Net Assets
$14,748,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $504,000
56.4%
Investment Income $354,642
39.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $34,880
3.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $15,274
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,752,667
Total Liabilities $3,804
Net Assets $14,748,863

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$766,966
Expenses
$215,615
Net Income
$551,351
Net Assets
$14,748,718
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $496,176
64.7%
Investment Income $446,715
58.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$175,925
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $17,229
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,756,283
Total Liabilities $7,565
Net Assets $14,748,718

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Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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

About This Data

What Is 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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