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Graceworks Lutheran Services

Parent Organization
  • Dayton, OH
  • Tax-exempt since Sept. 1985
  • EIN: 31-0540159

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: Human Services — Multipurpose and Other / Human Service Organizations - Multipurpose (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$63.2M (2023)

Expenses
$61.6M (2023)

Total Assets
$148M (2023)

Total Liabilities
$120M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,219,996
Expenses
$61,586,509
Net Income
$1,633,487
Net Assets
$27,317,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $539,528
0.9%
Program Services $61,260,336
96.9%
Investment Income $1,301,878
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $95,004
0.2%
Net Fundraising $0
Sales of Assets $9,500
0.0%
Net Inventory Sales $3,810
0.0%
Other Revenue $9,940
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,017,197
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $24,367,574
39.6%
Assets/Debt
Total Assets $147,769,750
Total Liabilities $120,452,370
Net Assets $27,317,380
Compensation
Key Employees and Officers Compensation Related Other
Judy A Budi (President & Ceo) $381,255 $0 $31,500
Robert A Reichard (Vp, Finance) $191,834 $0 $17,049
Dawn L Barhorst (Vp, Human Resources) $180,616 $0 $16,607
Jackie A D'aurora (Vp, Marketing & Public Relations) $173,448 $0 $24,888
Lauren E Coyle (Administrator) $164,717 $0 $31,320
William Eger (Director, Tis) $133,119 $0 $5,656
Nancy J Turner (Manager, Tis) $125,407 $0 $29,415
Jean B Mivumbi (Rct) $121,978 $0 $169
Brett H Williamson (Director, Financial Analysis) $118,904 $0 $12,835
Thomas R Petrovic (Board Chair) $0 $0 $0
Mari E Townsend (Board Vice Chair) $0 $0 $0
Dr Eric A High (Board Secretary) $0 $0 $0
Mary G Adams (Director) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Mark R Chilson (Director) $0 $0 $0
Dr Lora Cox Vance (Director (As Of 04/23)) $0 $0 $0
Daniel P Driskell (Director) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Karen M Hurley (Director (Until 04/23)) $0 $0 $0
Tawana S Jones (Director) $0 $0 $0
Diane M Kimpel (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Eugene H Long (Director) $0 $0 $0
Rev John T Mittermaier (Director) $0 $0 $0
Kevin S Nels (Director) $0 $0 $0
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990
Filed on Aug. 22, 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
$57,318,116
Expenses
$59,265,810
Net Income
-$1,947,694
Net Assets
$23,078,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $563,285
1.0%
Program Services $55,737,477
97.2%
Investment Income $1,001,643
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $90,593
0.2%
Net Fundraising $0
Sales of Assets -$82,372
Net Inventory Sales -$2,522
Other Revenue $10,012
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,179,054
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $24,262,052
40.9%
Assets/Debt
Total Assets $141,040,927
Total Liabilities $117,962,451
Net Assets $23,078,476
Compensation
Key Employees and Officers Compensation Related Other
Judy A Budi (President & Ceo) $371,988 $0 $29,205
Michael W Allen (Vp, Finance (End 11/22)) $257,340 $0 $16,753
Dawn L Barhorst (Vp, Human Resources) $169,426 $0 $14,915
Dwight D Morgan (Director, Tis) $164,649 $0 $14,025
Jackie A D'aurora (Vp, Marketing & Public Relations) $156,063 $0 $22,772
Lauren E Coyle (Administrator) $153,540 $0 $29,134
Jean B Mivumbi (Rct) $144,852 $0 $167
Robert A Reichard (Vp, Finance (As Of 11/22)) $127,177 $0 $13,415
Nancy J Turner (Manager, Tis) $118,380 $0 $28,122
Matthew J Cassidy (Manager, Therapy Services) $117,432 $0 $28,098
Thomas R Petrovic (Board Chair) $0 $0 $0
Tawana S Jones (Board Vice Chair (Until 05/22)) $0 $0 $0
Mari E Townsend (Board Vice Chair (As Of 05/22)) $0 $0 $0
Dr Eric A High (Board Secretary) $0 $0 $0
Mary G Adams (Director) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Mark S Chilson (Director) $0 $0 $0
Daniel P Driskell (Director) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Karen M Hurley (Director) $0 $0 $0
Diane M Kimpel (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Eugene H Long (Director) $0 $0 $0
Rev John T Mittermaier (Director) $0 $0 $0
Kevin S Nels (Director) $0 $0 $0
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990
Filed on Aug. 17, 2023

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,310,713
Expenses
$56,903,611
Net Income
$2,407,102
Net Assets
$31,796,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $956,847
1.6%
Program Services $53,554,185
90.3%
Investment Income $1,856,724
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $81,092
0.1%
Net Fundraising $0
Sales of Assets $2,849,034
4.8%
Net Inventory Sales $3,907
0.0%
Other Revenue $8,924
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $965,225
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $24,062,642
42.3%
Assets/Debt
Total Assets $148,547,516
Total Liabilities $116,750,790
Net Assets $31,796,726
Compensation
Key Employees and Officers Compensation Related Other
Judy A Budi (President & Ceo) $334,672 $0 $23,178
Michael W Allen (V P, Finance & Facilities) $233,295 $0 $27,790
Dawn L Barhorst (V P, Human Resources) $163,812 $0 $13,487
Dwight D Morgan (Director, Tis) $162,984 $0 $13,031
Jackie A D'aurora (V P, Marketing & Public Relations) $155,896 $0 $13,095
Lauren E Coyle (Administrator) $153,734 $0 $23,886
Sean R Dodson (Director, Facilities) $133,272 $0 $23,990
Jean B Mivumbi (Rct) $126,276 $0 $144
Nancy J Turner (Manager, Tis) $118,248 $0 $23,910
Rev John S Shailer (Board Chair (End 10/21)) $0 $0 $0
Thomas R Petrovic (Board Chair (As Of 10/21)) $0 $0 $0
Tawana S Jones (Board Vice Chair (As Of 10/21)) $0 $0 $0
Dr Eric A High (Board Secretary) $0 $0 $0
Mary G Adams (Director) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Mark S Chilson (Director) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Karen Hurley (Director) $0 $0 $0
Diane M Kimpel (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Eugene H Long (Director) $0 $0 $0
Dr M Katherine Loudermilk (Director (End 4/21)) $0 $0 $0
Rev John T Mittermaier (Director (As Of 4/21)) $0 $0 $0
Kevin S Nels (Director) $0 $0 $0
Teresa A Quick (Director) $0 $0 $0
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990
Filed on Aug. 15, 2022

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

View Filing
PDF XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$55,044,777
Expenses
$55,028,138
Net Income
$16,639
Net Assets
$30,768,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $573,861
1.0%
Program Services $52,748,518
95.8%
Investment Income $605,890
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $77,231
0.1%
Net Fundraising $0
Sales of Assets $989,852
1.8%
Net Inventory Sales $1,918
0.0%
Other Revenue $47,507
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,738,220
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $22,066,853
40.1%
Assets/Debt
Total Assets $150,507,862
Total Liabilities $119,739,388
Net Assets $30,768,474
Compensation
Key Employees and Officers Compensation Related Other
Judy A Budi (President & Ceo) $515,616 $0 $23,970
Michael W Allen (V P, Finance & Facilities) $447,304 $0 $27,147
Rev James V Bosse (V P Community & Org Care (End 3/20)) $363,910 $0 $34,475
John M Brinkman (Administrator) $175,413 $0 $22,096
Dawn Barhorst (V P Human Resources) $155,556 $0 $12,383
Dwight D Morgan (Director, Tis) $155,467 $0 $10,737
Jackie A D'aurora (Vp, Marketing & Public Relations) $149,895 $0 $7,964
Matthew J Cassidy (Manager, Therapy Services) $117,672 $0 $22,015
Sean R Dodson (Director, Facilities) $117,660 $0 $21,210
Nancy J Turner (Manager, Tis) $116,338 $0 $21,123
Jeffrey R Teeters (Board Chair (End 5/20)) $0 $0 $0
Rev John S Shailer (Board Chair) $0 $0 $0
Thomas R Petrovic (Board Vice Chair) $0 $0 $0
Dr Eric A High (Board Secretary) $0 $0 $0
Mary G Adams (Director) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Sally D Beals (Director (End 5/20)) $0 $0 $0
Mark S Chilson (Director (As Of 6/20)) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Karen Hurley (Director (As Of 6/20)) $0 $0 $0
Tawana S Jones (Director) $0 $0 $0
Diane M Kimpel (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Eugene H Long (Director (As Of 6/20)) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
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990
Filed on Aug. 19, 2021

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

View Filing
PDF XML
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,115,623
Expenses
$52,179,584
Net Income
-$3,063,961
Net Assets
$28,427,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $505,407
1.0%
Program Services $46,776,287
95.2%
Investment Income $1,033,094
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $101,505
0.2%
Net Fundraising $12,435
0.0%
Sales of Assets $665,113
1.4%
Net Inventory Sales $13,015
0.0%
Other Revenue $8,767
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,273,534
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $21,868,764
41.9%
Assets/Debt
Total Assets $148,174,053
Total Liabilities $119,746,400
Net Assets $28,427,653
Compensation
Key Employees and Officers Compensation Related Other
Judy A Budi (President & Ceo (From 3/19)) $281,277 $0 $25,644
Michael W Allen (Treasurer) $230,858 $0 $29,231
John M Brinkman (Administrator) $168,204 $0 $19,128
Rev James V Bosse (V P Community & Org Care) $163,797 $0 $54,203
Dwight D Morgan (Director, Tis) $156,194 $0 $13,155
Jackie A D'aurora (V P, Marketing & Public Re) $143,368 $0 $9,425
Matthew J Cassidy (Manager, Therapy Services) $124,374 $0 $21,819
Willis O Serr Ii (President & Ceo (End 3/19)) $122,605 $0 $10,179
Sean R Dodson (Director, Facilities) $122,041 $0 $21,900
Nancy J Turner (Manager, Tis) $113,124 $0 $21,743
David V Vandercher (V P Human Resources (End 6/19)) $102,377 $0 $13,390
Dawn Barhorst (V P Human Resources (From 5/19)) $82,194 $0 $6,307
Jeffrey R Teeters (Board Chair) $0 $0 $0
Rev John S Shailer (Board Vice Chair) $0 $0 $0
Thomas R Petrovic (Board Secretary) $0 $0 $0
Mary G Adams (Director) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Sally D Beals (Director) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Dr Eric A High (Director) $0 $0 $0
Tawana S Jones (Director) $0 $0 $0
Diane M Kimpel (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
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990
Filed on Oct. 5, 2020

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,125,414
Expenses
$47,160,856
Net Income
-$2,035,442
Net Assets
$28,078,996
Notable Sources of Revenue Percent of Total Revenue
Contributions $725,818
1.6%
Program Services $43,068,098
95.4%
Investment Income $1,072,267
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $102,996
0.2%
Net Fundraising $12,708
0.0%
Sales of Assets $136,472
0.3%
Net Inventory Sales $1,631
0.0%
Other Revenue $5,424
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,409,053
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $19,991,367
42.4%
Assets/Debt
Total Assets $146,301,227
Total Liabilities $118,222,231
Net Assets $28,078,996
Compensation
Key Employees and Officers Compensation Related Other
Willis O Serr Ii (President & Ceo) $400,137 $0 $27,387
Michael W Allen (Treasurer) $216,753 $0 $23,878
Judy A Budi (V P Residential Care) $195,270 $0 $18,311
Rev James V Bosse (V P Community & Org Care) $167,623 $0 $47,841
David V Vandercher (V P Human Resources) $154,546 $0 $19,796
John M Brinkman (Administrator) $151,594 $0 $22,414
Dwight D Morgan (Director, Tis) $151,534 $0 $11,349
Jackie A D'aurora (V P, Marketing & Public Re) $130,373 $0 $7,138
Matthew J Cassidy (Manager, Therapy Services) $111,799 $0 $19,444
Sean R Dodson (Director, Facilities) $111,379 $0 $19,505
Nancy J Turner (Manager, Tis) $108,486 $0 $18,948
Jeffrey R Teeters (Board Chair) $0 $0 $0
Sally D Beals (Board Vice Chair) $0 $0 $0
Mary G Adams (Director From 4/24/18) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Sara A Cutter (Director Until 07/10/18) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Dr Eric A High (Director) $0 $0 $0
Diane M Kimpel (Director From 4/24/18) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
Kevin S Nels (Director) $0 $0 $0
Thomas R Petrovic (Director) $0 $0 $0
Terrence G Rapoch (Director Until 04/24/18) $0 $0 $0
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990
Filed on Aug. 21, 2019

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,150,111
Expenses
$46,937,006
Net Income
$213,105
Net Assets
$33,140,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $908,310
1.9%
Program Services $43,250,411
91.7%
Investment Income $678,284
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $85,128
0.2%
Net Fundraising $15,335
0.0%
Sales of Assets $2,206,755
4.7%
Net Inventory Sales $464
0.0%
Other Revenue $5,424
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,436,657
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $19,596,445
41.8%
Assets/Debt
Total Assets $149,305,236
Total Liabilities $116,164,258
Net Assets $33,140,978
Compensation
Key Employees and Officers Compensation Related Other
Willis O Serr Ii (President & Ceo) $418,388 $0 $27,445
Michael W Allen (V P Finance & Facilities) $229,567 $0 $59,189
Judy A Budi (V P Residential Care) $204,373 $0 $61,959
Rev James V Bosse (V P Community & Org Care) $175,625 $0 $91,760
David V Vandercher (V P Human Resources) $161,421 $0 $20,071
John M Brinkman (Administrator) $148,328 $0 $22,175
Dwight D Morgan (Director, Tis) $146,207 $0 $11,195
Matthew J Cassidy (Manager, Therapy Services) $118,213 $0 $19,676
Christine L Soergel (Director, Nursing Services) $115,767 $0 $6,373
Jackie A D'aurora (V P, Marketing & Public Re) $111,054 $0 $6,419
Sean R Dodson (Director, Facilities) $110,522 $0 $19,286
Rev Lisa A Arrington (Board Chair Until 3/14/17) $0 $0 $0
Jeffrey R Teeters (Board Chair From 3/15/17) $0 $0 $0
Sally D Beals (Board Vice Chair) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Sara A Cutter (Director) $0 $0 $0
Floyd Evans Jr (Director Until 6/6/17) $0 $0 $0
Mark S Feuer (Director) $0 $0 $0
Dr Eric A High (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
Kevin S Nels (Director) $0 $0 $0
Thomas R Petrovic (Director) $0 $0 $0
Terrence G Rapoch (Director) $0 $0 $0
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990
Filed on Aug. 21, 2018

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$47,131,411
Expenses
$61,538,131
Net Income
-$14,406,720
Net Assets
$33,482,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $806,460
1.7%
Program Services $44,056,381
93.5%
Investment Income $479,333
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $88,746
0.2%
Net Fundraising $12,554
0.0%
Sales of Assets $1,679,599
3.6%
Net Inventory Sales $2,914
0.0%
Other Revenue $5,424
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,380,989
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $19,642,258
31.9%
Assets/Debt
Total Assets $105,238,324
Total Liabilities $71,755,715
Net Assets $33,482,609
Compensation
Key Employees and Officers Compensation Related Other
Willis O Serr Ii (President & Ceo) $412,120 $0 $24,894
Michael W Allen (V P Finance & Facilities) $217,401 $0 $88,136
Judy A Budi (V P Residential Care) $194,626 $0 $94,895
Rev James V Bosse (V P Community & Org Care) $163,963 $0 $125,495
David V Vandercher (V P Human Resources) $158,357 $0 $14,371
Dwight D Morgan (Director, Tis) $140,747 $0 $10,017
John M Brinkman (Administrator) $139,678 $0 $17,941
Matthew J Cassidy (Manager, Therapy Services) $109,708 $0 $16,288
Christine L Soergel (Director, Nursing Services) $108,624 $0 $6,159
Jackie A D'aurora (V P, Marketing & Public Relations) $102,389 $0 $5,880
Rev Lisa A Arrington (Board Chair) $0 $0 $0
Sally D Beals (Board Vice Chair) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Floyd Evans Jr (Director) $0 $0 $0
Dr Eric A High (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Michael G Leesman (Director Until 4/19/16) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
Thomas R Petrovic (Director) $0 $0 $0
Terrence G Rapoch (Director) $0 $0 $0
Debbie Watts Robinson (Director) $0 $0 $0
Joyce Rutherford Donner (Director) $0 $0 $0
Dr Craig A Schmitt (Director Until 11/8/16) $0 $0 $0
Brent A Strobel (Director) $0 $0 $0
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990
Filed on Aug. 24, 2017

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,666,658
Expenses
$46,288,977
Net Income
-$622,319
Net Assets
$48,877,494
Notable Sources of Revenue Percent of Total Revenue
Contributions $793,105
1.7%
Program Services $43,750,745
95.8%
Investment Income $430,961
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $90,034
0.2%
Net Fundraising $14,105
0.0%
Sales of Assets $512,354
1.1%
Net Inventory Sales $1,267
0.0%
Other Revenue $74,087
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,574,093
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $19,620,919
42.4%
Assets/Debt
Total Assets $120,869,207
Total Liabilities $71,991,713
Net Assets $48,877,494
Compensation
Key Employees and Officers Compensation Related Other
Willis O Serr Ii (President & Ceo) $423,642 $0 $24,845
Michael W Allen (V P Finance & Facilities) $235,745 $0 $88,602
Judy A Budi (V P Residential Care) $208,435 $0 $100,019
Rev James V Bosse (V P Community & Org Care) $181,749 $0 $130,761
David V Vandercher (V P Human Resources) $163,165 $0 $17,130
John M Brinkman (Administrator) $144,996 $0 $23,607
Dwight D Morgan (Director, Tis) $143,327 $0 $11,154
Matthew J Cassidy (Manager, Therapy Services) $113,523 $0 $20,704
Christine L Soergel (Director, Nursing Services) $113,077 $0 $6,355
Nancy J Turner (Tis) $107,502 $0 $2,492
Jeffrey R Teeters (Board Chair) $0 $0 $0
Michael G Leesman (Board Vice Chair) $0 $0 $0
Rev Lisa A Arrington (Board Secretary) $0 $0 $0
Arthur A Astbury (Director) $0 $0 $0
Sally D Beals (Director) $0 $0 $0
Floyd Evans Jr (Director) $0 $0 $0
Shawn M Krumm (Director) $0 $0 $0
Ronald A Long (Director Until 4/28/15) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
Terence G Rapoch (Director) $0 $0 $0
Joyce Rutherford Donner (Director) $0 $0 $0
Dr Craig A Schmitt (Director) $0 $0 $0
Violet G Sharpe (Director Until 4/28/15) $0 $0 $0
Brent A Strobel (Director) $0 $0 $0
See filing for compensation of 2 other people →
+ View more people

Document Links

990
Filed on Aug. 12, 2016

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

View Filing
PDF XML
PDF (2 of 2)
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,572,547
Expenses
$46,823,630
Net Income
-$251,083
Net Assets
$49,746,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,014,716
2.2%
Program Services $41,967,844
90.1%
Investment Income $478,644
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $89,754
0.2%
Net Fundraising $17,259
0.0%
Sales of Assets $2,650,370
5.7%
Net Inventory Sales $4,361
0.0%
Other Revenue $349,599
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,370,339
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $19,915,966
42.5%
Assets/Debt
Total Assets $121,555,572
Total Liabilities $71,809,302
Net Assets $49,746,270
Compensation
Key Employees and Officers Compensation Related Other
Willis O Serr Ii (President & Ceo) $404,822 $0 $24,097
Michael W Allen (V P Finance & Facilities) $225,961 $0 $46,376
Judy A Budi (V P Residential Care) $199,380 $0 $55,344
Rev James V Bosse (V P Community & Org Care) $157,889 $0 $85,172
David V Vandercher (V P Human Resources) $154,635 $0 $16,663
John M Brinkman (Administrator) $136,925 $0 $21,928
Dwight D Morgan (Director, Tis) $136,807 $0 $10,948
Matthew J Cassidy (Manager, Therapy Services) $113,191 $0 $19,877
Christine L Soergel (Director, Nursing Services) $106,605 $0 $6,047
Charlann Mayrand (Systems Analyst) $100,526 $0 $7,817
Jeffrey R Teeters (Board Chair) $0 $0 $0
Michael G Leesman (Board Vice Chair) $0 $0 $0
Rev Lisa A Arrington (Board Secretary) $0 $0 $0
Sally D Beals (Director) $0 $0 $0
Floyd Evans Jr (Director) $0 $0 $0
Ronald A Long (Director) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
Joyce Rutherford Donner (Director) $0 $0 $0
Dr Craig A Schmitt (Director) $0 $0 $0
Violet G Sharpe (Director) $0 $0 $0
Brent A Strobel (Director) $0 $0 $0
Debbie Watts Robinson (Director) $0 $0 $0
Ronald D Wine (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 14, 2015

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,881,644
Expenses
$45,603,170
Net Income
$1,278,474
Net Assets
$51,002,082
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000,354
4.3%
Program Services $41,914,268
89.4%
Investment Income $461,429
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $88,930
0.2%
Net Fundraising $14,226
0.0%
Sales of Assets $1,824,055
3.9%
Net Inventory Sales $4,969
0.0%
Other Revenue $573,413
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,221,936
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $19,144,878
42.0%
Assets/Debt
Total Assets $124,159,425
Total Liabilities $73,157,343
Net Assets $51,002,082
Compensation
Key Employees and Officers Compensation Related Other
Willis O Serr Ii (President & Ceo) $392,994 $0 $23,440
Michael W Allen (V P Finance & Facilities) $219,374 $0 $15,095
Judy A Budi (V P Residential Care) $181,592 $0 $23,079
David V Vandercher (V P Human Resources) $150,466 $0 $16,219
Rev James V Bosse (V P Community & Org Care) $144,839 $0 $54,838
Dwight D Morgan (Director, Tis) $133,243 $0 $9,957
John M Brinkman (Administrator) $132,970 $0 $21,310
Matthew J Cassidy (Manager, Therapy Services) $112,532 $0 $20,048
Christine L Soergel (Director, Nursing Services) $103,755 $0 $5,890
Ronald A Long (Board Chair Until 5/14) $0 $0 $0
Jeffrey R Teeters (Board Chair As Of 5/14) $0 $0 $0
Judy A Kalthoff (Board Vice Chair Until 4/23) $0 $0 $0
Michael G Leesman (Board Vice Chair As Of 5/14) $0 $0 $0
Marilyn K Shannon (Board Secretary Until 5/14) $0 $0 $0
Rev Lisa A Arrington (Board Secretary As Of 5/14) $0 $0 $0
Sally D Beals (Director) $0 $0 $0
Floyd Evans Jr (Director) $0 $0 $0
Donald E Kalb (Director Until 7/8) $0 $0 $0
Dr M Katherine Loudermilk (Director) $0 $0 $0
J Gregory Mayeux (Director) $0 $0 $0
Joyce Rutherford Donner (Director) $0 $0 $0
Dr Craig A Schmitt (Director) $0 $0 $0
Violet G Sharpe (Director) $0 $0 $0
Brent A Strobel (Director) $0 $0 $0
Debbie Watts Robinson (Director) $0 $0 $0
See filing for compensation of 1 other people →
+ View more people

Document Links

990
Filed on Aug. 14, 2014

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,037,189
Expenses
$44,256,523
Net Income
$780,666
Net Assets
$47,747,842
Notable Sources of Revenue Percent of Total Revenue
Contributions $934,309
2.1%
Program Services $41,692,667
92.6%
Investment Income $601,744
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $88,932
0.2%
Net Fundraising $11,018
0.0%
Sales of Assets $83,000
0.2%
Net Inventory Sales $4,616
0.0%
Other Revenue $1,620,903
3.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,179,818
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $19,198,096
43.4%
Assets/Debt
Total Assets $123,116,266
Total Liabilities $75,368,424
Net Assets $47,747,842

Document Links

990

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$52,469,451
Expenses
$44,361,998
Net Income
$8,107,453
Net Assets
$45,123,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,110,465
2.1%
Program Services $42,226,968
80.5%
Investment Income $494,227
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $88,924
0.2%
Net Fundraising $6,392
0.0%
Sales of Assets $8,532,755
16.3%
Net Inventory Sales $4,500
0.0%
Other Revenue $5,220
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,296,199
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $18,574,458
41.9%
Assets/Debt
Total Assets $118,885,953
Total Liabilities $73,762,638
Net Assets $45,123,315

Document Links

990

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

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

990

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

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

990

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

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

990

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

PDF
PDF (2 of 2)

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

990

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

PDF
PDF (2 of 2)

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

990

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

PDF

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

990

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

PDF

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

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 and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
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