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Heritage Village Rehab & Skilled Nursing Inc

  • Gerry, NY
  • Tax-exempt since April 2008
  • EIN: 26-1231096

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: Health — General and Rehabilitative / Nursing, Convalescent Facilities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$13.3M (2023)

Expenses
$14.5M (2023)

Total Assets
$4.89M (2023)

Total Liabilities
$5.65M (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,341,100
Expenses
$14,518,435
Net Income
-$1,177,335
Net Assets
-$758,086
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,075
0.0%
Program Services $12,629,121
94.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $707,904
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,749,017
39.6%
Assets/Debt
Total Assets $4,893,079
Total Liabilities $5,651,165
Net Assets -$758,086
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Managing Pharmacist) $160,525 $0 $2,566
Lisa Haglund (President & Ceo) $0 $307,380 $22,142
Meghan Aldrich (Chief Operating Officer) $0 $256,426 $4,071
Mark Wilcox (Chief Information Officer) $0 $182,939 $21,518
Danielle Bozich (Chief Human Resources Officer) $0 $181,081 $12,802
Samuel Hill (Chief Of Mission Advancement) $0 $157,479 $17,925
Robin Di Gregorio (Regional Nursing Home Administrator) $0 $152,678 $14,843
Matthew Boswell (Vice President Of Finance) $0 $154,219 $9,903
Kathy Wetherell (Rn Supervisor) $0 $127,527 $16,440
Tracy Nelson (Vice President Of Human Resources) $0 $127,206 $2,933
Paul De Santis (Chief Financial Officer) $0 $114,509 $6,286
Lisa Ressman (Chief Financial Officer) $0 $36,586 $1,212
Honna Curtis (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Larry Roberts (Secretary/Treasurer) $0 $0 $0
Walter Fleming (Vice Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
Brent Richardson (Chair) $0 $0 $0
Charles Toy (Board Member) $0 $0 $0
Joanne Smikle (Board Member) $0 $0 $0
Peter Schmitt (Board Member) $0 $0 $0
Judy Rich (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,943,547
Expenses
$15,010,203
Net Income
-$66,656
Net Assets
$4,390,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $228
0.0%
Program Services $14,217,202
95.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,000
0.1%
Net Inventory Sales $0
Other Revenue $716,117
4.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,024,645
40.1%
Assets/Debt
Total Assets $9,468,416
Total Liabilities $5,078,036
Net Assets $4,390,380
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Managing Pharmacist) $157,304 $0 $2,521
Lisa Haglund (President & Ceo) $0 $331,712 $22,749
Mark Wilcox (Chief Information Officer) $0 $180,692 $22,258
Jennifer Whitten (Chief Operating Officer) $0 $172,853 $8,680
Danielle Bozich (Chief Human Resources Officer) $0 $159,115 $11,808
Matthew Boswell (Vice President Of Finance) $0 $156,792 $10,260
Mark Constantino (Vp Of Quality & Clinical Strategies) $0 $147,800 $3,302
Kathy Trisket (Nurse Practitioner) $0 $129,309 $17,086
Sallie Williams (Vp Of Advancements) $0 $127,655 $13,970
Paul De Santis (Chief Financial Officer) $0 $114,009 $7,597
Bertha Saho (Board Member) $0 $0 $0
Edwin Roorda (Board Member) $0 $0 $0
Honna Curtis (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Larry Roberts (Secretary/Treasurer) $0 $0 $0
Walter Fleming (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
Brent Richardson (Board Member) $0 $0 $0
Charles Toy (Board Member) $0 $0 $0
Joanne Smikle (Board Member) $0 $0 $0
Peter Schmitt (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,450,920
Expenses
$15,763,257
Net Income
$1,687,663
Net Assets
$4,457,036
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,505
0.0%
Program Services $15,184,450
87.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,500
0.0%
Net Inventory Sales $0
Other Revenue $2,259,465
12.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,827,553
43.3%
Assets/Debt
Total Assets $9,734,856
Total Liabilities $5,277,820
Net Assets $4,457,036
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Managing Pharmacist) $152,622 $0 $0
Ashley Bailey (Pharmacist) $115,018 $0 $0
Matthew Titus (Consultant Pharmacist) $112,901 $0 $0
Valerie Johnson (Administrator) $104,944 $0 $13,440
Lisa Haglund (President & Ceo) $0 $308,970 $0
Mark Wilcox (Chief Information Officer) $0 $170,269 $17,652
Jeremy Rutter (Chief Clinical Officer) $0 $144,450 $14,710
Jennifer Whitten (Chief Operating Officer) $0 $146,964 $0
Gregory Fernandez (Chief Financial Officer) $0 $122,210 $0
Karen Hardick (Chief Financial Officer) $0 $57,949 $0
Bertha Saho (Board Member) $0 $0 $0
Danny Johnson (Board Member) $0 $0 $0
Burton Jones (Board Member) $0 $0 $0
Edwin Roorda (Secretary/Treasurer) $0 $0 $0
Hal Hoxie (Board Member) $0 $0 $0
Honna Curtis (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Larry Roberts (Board Member) $0 $0 $0
Walter Fleming (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
Brent Richardson (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,123,345
Expenses
$17,596,872
Net Income
$526,473
Net Assets
$2,769,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,270
0.0%
Program Services $16,958,926
93.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,162,149
6.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $6,759,632
38.4%
Assets/Debt
Total Assets $8,674,118
Total Liabilities $5,904,745
Net Assets $2,769,373
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Managing Pharmacist) $158,082 $0 $1,260
Ashley Bailey (Pharmacist) $136,900 $0 $7,166
Matthew Titus (Consultant Pharmacist) $113,980 $0 $8,328
Valerie Johnson (Administrator) $101,959 $0 $14,927
Lisa Haglund (President & Ceo) $0 $247,004 $21,242
David Smeltzer (President & Ceo) $0 $207,320 $8,926
Gregory Fernandez (Chief Financial Officer) $0 $72,575 $0
Bertha Saho (Board Member) $0 $0 $0
Danny Johnson (Board Member) $0 $0 $0
David Rishell (Secretary/Treasurer) $0 $0 $0
Burton Jones (Vice Chair) $0 $0 $0
Edwin Roorda (Secretary/Treasurer) $0 $0 $0
Hal Hoxie (Board Member) $0 $0 $0
Honna Curtis (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
Larry Roberts (Board Member) $0 $0 $0
Walter Fleming (Chair) $0 $0 $0
William Rushik (Board Member) $0 $0 $0
Richard Hilliker (Board Member) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
Randal Gerig (Chief Financial Officer) $0 $0 $0
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990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,354,180
Expenses
$16,978,341
Net Income
$375,839
Net Assets
$2,242,900
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,363
0.0%
Program Services $17,012,569
98.0%
Investment Income $28
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,386
Net Inventory Sales $0
Other Revenue $346,606
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $278,719
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $6,013,276
35.4%
Assets/Debt
Total Assets $7,577,422
Total Liabilities $5,334,522
Net Assets $2,242,900
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $147,854 $0 $2,813
Ashley Bailey (Pharmacist) $130,865 $0 $10,526
Burton Jones (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
David Rishell (Secretary/Treasurer) $0 $0 $0
Bertha Saho (Board Member) $0 $0 $0
Danny Johnson (Board Member) $0 $0 $0
Janet Snyder (Board Member) $0 $0 $0
William Rushik (Board Member) $0 $0 $0
Richard Hilliker (Board Member) $0 $0 $0
Susanne Mohnkern (Board Member) $0 $0 $0
David Smeltzer (President & Ceo) $0 $0 $0
Randal Gerig (Cfo) $0 $0 $0
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990
Filed on Nov. 16, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,954,900
Expenses
$15,408,035
Net Income
$546,865
Net Assets
$1,867,061
Notable Sources of Revenue Percent of Total Revenue
Contributions $835
0.0%
Program Services $15,613,744
97.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $340,321
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $277,509
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $5,669,457
36.8%
Assets/Debt
Total Assets $6,345,125
Total Liabilities $4,478,064
Net Assets $1,867,061
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $151,178 $737 $0
Ashley Bailey (Pharmacist) $126,331 $15,260 $0
Burton Jones (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
David Rishell (Secretary/Treasurer) $0 $0 $0
Edwin Roorda (Director) $0 $0 $0
John Kelley (Director) $0 $0 $0
Janet Snyder (Director) $0 $0 $0
Susanne Mohnkern (Director) $0 $0 $0
Randal Gerig (Chief Financial Officer) $0 $0 $0
David Smeltzer (President & Ceo) $0 $380,494 $22,392
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990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,343,877
Expenses
$15,304,076
Net Income
$39,801
Net Assets
$1,320,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,720
0.0%
Program Services $15,084,667
98.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,998
Net Inventory Sales $0
Other Revenue $260,488
1.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,794,087
37.9%
Assets/Debt
Total Assets $5,941,121
Total Liabilities $4,620,925
Net Assets $1,320,196
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $135,956 $0 $1,429
Ashley Bailey (Pharmacist) $124,342 $0 $1,930
Burton Jones (Chair) $0 $0 $0
Susan Wilston (Vice Chair) $0 $0 $0
David Rishell (Secretary/Treasurer) $0 $0 $0
Edwin Roorda (Director) $0 $0 $0
John Kelley (Director) $0 $0 $0
Janet Snyder (Director) $0 $0 $0
Susanne Mohnkern (Director) $0 $0 $0
Randal Gerig (Chief Financial Officer) $0 $0 $0
David Smeltzer (President & Ceo) $0 $331,589 $4,520
Jeffrey Ondrey (Vp Of Skilled Nursing Services) $0 $127,340 $1,795
Laura Blake (Vp Of Human Resources) $0 $102,216 $2,091
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990
Filed on Nov. 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,007,626
Expenses
$14,051,063
Net Income
$956,563
Net Assets
$1,280,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,405
0.1%
Program Services $14,993,304
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,917
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,766,427
41.0%
Assets/Debt
Total Assets $6,077,664
Total Liabilities $4,797,269
Net Assets $1,280,395
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $130,597 $0 $14,171
Ashley Bailey (Pharmacist) $120,786 $0 $10,113
Kathy Trisket (Nurse Practitioner) $100,297 $0 $11,089
Burton Jones (Chair) $0 $0 $0
Ruth Logan (Vice Chair) $0 $0 $0
David Rishell (Secretary/Treasurer) $0 $0 $0
Edwin Roorda (Director) $0 $0 $0
John Kelley (Director) $0 $0 $0
Susan Wilston (Director) $0 $0 $0
Jeffrey Ondrey (Executive Director) $0 $125,226 $17,104
Randal Gerig (Chief Financial Officer) $0 $11,553 $6,543
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990
Filed on Nov. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,962,889
Expenses
$13,546,759
Net Income
$416,130
Net Assets
$325,272
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,035
0.0%
Program Services $13,885,351
99.4%
Investment Income $352
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $76,151
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,118,494
37.8%
Assets/Debt
Total Assets $5,558,388
Total Liabilities $5,233,116
Net Assets $325,272
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $130,319 $0 $14,898
Ashley Bailey (Pharmacist) $123,979 $0 $5,458
Ruth Logan (Chair) $0 $0 $0
Mary Grathwohl (Vice Chair) $0 $0 $0
Kurt Gustafson (Secretary/Treasurer) $0 $0 $0
David Rishell (Director) $0 $0 $0
Burton Jones (Director) $0 $0 $0
Edwin Roorda (Director) $0 $0 $0
John Kelley (Director) $0 $0 $0
Jeffery Ondrey (Executive Director) $0 $116,367 $9,114
Randal Gerig (Chief Financial Officer) $0 $158,396 $14,330
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990
Filed on Nov. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,310,633
Expenses
$12,834,007
Net Income
$476,626
Net Assets
-$91,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $130
0.0%
Program Services $13,352,661
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$42,158
Notable Expenses Percent of Total Expenses
Executive Compensation $105,990
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $4,851,903
37.8%
Assets/Debt
Total Assets $5,638,802
Total Liabilities $5,730,645
Net Assets -$91,843
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $122,606 $0 $15,438
Ashley Heil (Pharmacist) $115,615 $0 $6,208
Jeff Ondrey (Executive Director) $105,990 $0 $14,692
Ruth Logan (Chair) $0 $0 $0
Mary Grathwohl (Vice Chair) $0 $0 $0
Kurt Gustafson (Secretary/Treasurer) $0 $0 $0
Burton Jones (Director) $0 $0 $0
Edwin Roorda (Director) $0 $0 $0
James Altman (Director) $0 $0 $0
John Kelley (Director) $0 $0 $0
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990
Filed on Aug. 10, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,636,437
Expenses
$11,463,210
Net Income
$173,227
Net Assets
-$569,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,964
0.0%
Program Services $11,730,517
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$97,044
Notable Expenses Percent of Total Expenses
Executive Compensation $99,815
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,364,520
38.1%
Assets/Debt
Total Assets $5,720,780
Total Liabilities $6,289,999
Net Assets -$569,219
Compensation
Key Employees and Officers Compensation Related Other
Richard Whitver (Pharmacist) $127,041 $0 $13,524
Jeffrey Ondrey (Executive Director) $99,814 $0 $14,428
Ruth Logan (Chair) $0 $0 $0
Mary Grathwohl (Vice Chair) $0 $0 $0
Kurt Gustafson (Secretary/Treasurer) $0 $0 $0
James Altman (Director) $0 $0 $0
Burton Jones (Director) $0 $0 $0
John Kelley (Director) $0 $0 $0
Edwin Roorda (Director) $0 $0 $0
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990
Filed on Aug. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,464,515
Expenses
$11,979,569
Net Income
$484,946
Net Assets
-$742,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $414
0.0%
Program Services $12,187,193
97.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $276,908
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $99,342
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $4,591,045
38.3%
Assets/Debt
Total Assets $4,393,582
Total Liabilities $5,136,028
Net Assets -$742,446

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,612,178
Expenses
$13,008,918
Net Income
-$396,740
Net Assets
-$1,227,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,642
0.1%
Program Services $12,736,149
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$135,613
Notable Expenses Percent of Total Expenses
Executive Compensation $112,002
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,480,695
34.4%
Assets/Debt
Total Assets $3,400,074
Total Liabilities $4,627,466
Net Assets -$1,227,392

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated