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Episcopal Retirement Services Foundation

Laura Lamb

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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.2M (2024)

Expenses
$2.87M (2024)

Total Assets
$61.9M (2024)

Total Liabilities
$62.7k (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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,204,505
Expenses
$2,868,334
Net Income
-$663,829
Net Assets
$61,848,801
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,829,500
83.0%
Program Services $0
Investment Income $386,654
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$26,626
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,977
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $61,911,503
Total Liabilities $62,702
Net Assets $61,848,801
Compensation
Key Employees and Officers Compensation Related Other
Joann Hagopian (Chair) $0 $0 $0
Dora Anim (Board Member) $0 $0 $0
Jon B Boss (Board Member) $0 $0 $0
Tony Bruns (Board Member) $0 $0 $0
W Thomas Cooper (Board Member Echf Rep) $0 $0 $0
Rev Darren Elin (Board Member Bishop's Rep) $0 $0 $0
Eric Kearney (Board Member) $0 $0 $0
Apryl Pope (Board Member) $0 $0 $0
Tom Regan (Board Member) $0 $0 $0
Thomas Retford (Board Member Dh Rep) $0 $0 $0
Bill Woods (Board Member Mpl Rep) $0 $0 $0
Chip Workman (Board Member) $0 $0 $0
Laura Lamb (Ceo) $0 $458,571 $78,609
Daniel Steward (Cfo) $0 $273,923 $33,987
Beverly Edwards (Vp Residential Healthcare) $0 $214,067 $3,451
Joan Wetzel (Vp Human Resources) $0 $177,755 $39,186
James Wilson (Vp Affordable Living) $0 $195,240 $15,760
Lauryn Moore (Vp Marketing) $0 $76,695 $7,529
Bryan Reynolds (Vp Marketing) $0 $21,832 $1,354
Megan Bradford (Vp Middle Market & Ministry) $0 $159,379 $5,906
Joy Blang (Executive Director Of Philathropy) $0 $135,468 $42,513

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,963,522
Expenses
$4,424,388
Net Income
-$1,460,866
Net Assets
$57,959,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,342,675
79.1%
Program Services $0
Investment Income $379,436
12.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $241,411
8.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $58,026,140
Total Liabilities $67,103
Net Assets $57,959,037
Compensation
Key Employees and Officers Compensation Related Other
Laura Lamb (Director/President/Ceo) $0 $518,728 $76,758
Joann Hagopian (Chair) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Tony Bruns (Director) $0 $0 $0
Tom Cooper (Director) $0 $0 $0
Roy Mitchell (Director) $0 $0 $0
Apryl Pope (Director) $0 $0 $0
Tom Regan (Director) $0 $0 $0
Chip Workman (Director) $0 $0 $0
Daniel Steward (Cfo/Treasurer/Secretary) $0 $252,506 $35,142
Joan Wetzel (Vp, Hr & Org. Dev.) $0 $169,067 $36,138
Beverly Edwards (Vp, Health Services) $0 $202,734 $3,459
Bryan Reynolds (Vp Marketing (Until 12/29/23)) $0 $141,924 $37,116
James Wilson (Vp, Affordable Living) $0 $186,306 $15,285
Megan Bradford (Vp, Middle Market & Ministry) $0 $146,102 $4,212

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,413,369
Expenses
$3,065,813
Net Income
-$652,444
Net Assets
$53,089,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,811,984
75.1%
Program Services $0
Investment Income $397,796
16.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $203,589
8.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,161,316
Total Liabilities $71,724
Net Assets $53,089,592
Compensation
Key Employees and Officers Compensation Related Other
Laura Lamb (Director/President/Ceo) $0 $495,034 $61,284
Joann Hagopian (Chair) $0 $0 $0
Tom Regan (Director) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Tony Bruns (Director) $0 $0 $0
Roy Mitchell (Director) $0 $0 $0
Chip Workman (Director) $0 $0 $0
Apryl Pope (Director) $0 $0 $0
Daniel Steward (Cfo/Treasurer/Secretary) $0 $249,143 $27,051
Joan Wetzel (Vp, Hr & Org Dev) $0 $169,795 $26,816
Beverly Edwards (Vp, Health Services) $0 $201,997 $3,108
Bryan Reynolds (Vp, Marketing) $0 $146,738 $24,130
James Wilson (Vp, Affordable Living) $0 $188,694 $11,047
Megan Bradford (Vp, Middle Market & Ministry) $0 $148,349 $4,360

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,625,234
Expenses
$2,842,778
Net Income
-$1,217,544
Net Assets
$66,172,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,049,035
64.5%
Program Services $0
Investment Income $323,107
19.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $253,092
15.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $67,757,663
Total Liabilities $1,585,124
Net Assets $66,172,539
Compensation
Key Employees and Officers Compensation Related Other
Laura Lamb (Director/President/Ceo) $0 $477,599 $57,463
Joann Hagopian (Chair) $0 $0 $0
Tom Regan (Director) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Tony Bruns (Director) $0 $0 $0
Robin Smith (Director Until 06/2021) $0 $0 $0
Roy Mitchell (Director) $0 $0 $0
Chip Workman (Director) $0 $0 $0
Daniel Steward (Cfo/Treasurer/Secretary) $0 $240,581 $26,267
Ginny Uehlin (Vp, Residential Healthcare) $0 $210,247 $7,718
Joan Wetzel (Vp, Hr & Org Dev) $0 $163,340 $8,665
Bryan Reynolds (Vp, Marketing) $0 $142,467 $19,463
James Wilson (Vp, Affordable Living) $0 $134,256 $5,652
Megan Bradford (Vp, Middle Market & Ministry) $0 $141,302 $3,986
Kathy Ison Lind (Vp, Affordable Living Until 02/2021) $0 $57,426 $2,345

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,829,604
Expenses
$2,980,159
Net Income
-$150,555
Net Assets
$61,820,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,110,476
74.6%
Program Services $0
Investment Income $318,411
11.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $276,890
9.8%
Sales of Assets $123,827
4.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $64,204,667
Total Liabilities $2,383,731
Net Assets $61,820,936
Compensation
Key Employees and Officers Compensation Related Other
Tom Regan (Chairman) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Tony Bruns (Director) $0 $0 $0
Robin Smith (Director) $0 $0 $0
Chip Workman (Director) $0 $0 $0
Laura Lamb (Director/President/Ceo) $0 $422,422 $59,935
Dan Witten (Director) $0 $0 $0
Daniel Steward (Cfo/Treasurer/Secretary) $0 $221,818 $19,463
Bryan Reynolds (Vp Of Marketing) $0 $140,813 $18,910
Joan Wetzel (Vp Of Hr And Org Dev) $0 $152,727 $21,072
Kathy Ison Lind (Vp Affordable Living) $0 $191,778 $28,076
Ginny Uehlin (Vp Of Resident Housing) $0 $194,007 $10,258

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,692,559
Expenses
$2,741,209
Net Income
$951,350
Net Assets
$56,742,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,455,659
39.4%
Program Services $0
Investment Income $502,644
13.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $292,410
7.9%
Sales of Assets $1,441,846
39.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $58,042,970
Total Liabilities $1,300,933
Net Assets $56,742,037
Compensation
Key Employees and Officers Compensation Related Other
William C Knodel (Chairman) $0 $0 $0
Ellen Zemke (Treasurer & Secretary) $0 $0 $0
Richard N Adams (Vice Chairman) $0 $0 $0
Ben Blemker (Director) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Tony Bruns (Director (Beg 3/19)) $0 $0 $0
Taylor C Greenwald Ii (Director) $0 $0 $0
Tom Regan (Director (Beg 3/19)) $0 $0 $0
Robin Smith (Director) $0 $0 $0
Daniel M Witten Ii (Director) $0 $0 $0
Laura Lamb (Director & Ceo) $0 $349,038 $60,117
Lydell Carter (Cfo (End 3/19)) $0 $74,133 $6,937
Paul Scheper (Cfo (End 12/19)) $0 $114,255 $9,492
Daniel Steward (Cfo) $0 $38,125 $0
Bryan Reynolds (Vp Of Marketing) $0 $137,235 $14,717
Joan Wetzel (Vp Of Hr And Ord Dev) $0 $145,626 $3,530
Kathy Ison Lind (Vp Affordable Living) $0 $191,720 $32,878
Ginny Uehlin (Vp Of Resident Housing) $0 $180,239 $15,416

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,465,996
Expenses
$4,105,010
Net Income
$360,986
Net Assets
$48,568,573
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,106,377
47.2%
Program Services $0
Investment Income $214,666
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $210,450
4.7%
Sales of Assets $1,934,503
43.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,676,004
Total Liabilities $2,107,431
Net Assets $48,568,573
Compensation
Key Employees and Officers Compensation Related Other
William C Knodel (Chairman) $0 $0 $0
Ellen Zemke (Treasurer & Secretary) $0 $0 $0
Richard N Adams (Vice Chairman) $0 $0 $0
Ben Blemker (Director) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Taylor C Greenwald Ii (Director) $0 $0 $0
Robin Smith (Director) $0 $0 $0
Daniel M Witten Ii (Director) $0 $0 $0
Laura Lamb (Director & Ceo) $0 $296,704 $59,598
Lydell Carter (Cfo) $0 $178,884 $19,551
Paul Scheper (Cfo) $0 $130,732 $12,513
Kathy Ison Lind (Vp Affordable Living) $0 $187,095 $28,656
Bryan Reynolds (Vp Of Marketing) $0 $140,071 $14,675
Joan Wetzel (Vp Of Hr And Ord Dev) $0 $139,919 $5,175
Ginny Uehlin (Vp Of Resident Housing) $0 $180,724 $14,976

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,586,277
Expenses
$4,442,181
Net Income
$144,096
Net Assets
$53,923,515
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,171,850
69.2%
Program Services $0
Investment Income $391,955
8.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $226,901
4.9%
Sales of Assets $795,571
17.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $54,714,384
Total Liabilities $790,869
Net Assets $53,923,515
Compensation
Key Employees and Officers Compensation Related Other
William C Knodel (Chairman) $0 $0 $0
Ellen Zemke (Treasurer & Secretary) $0 $0 $0
Richard N Adams (Vice Chairman) $0 $0 $0
Ben Blemker (Director) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Taylor C Greenwald Ii (Director) $0 $0 $0
Daniel M Witten Ii (Director) $0 $0 $0
Laura Lamb (Director & Ceo (Beg 1/17)) $0 $310,344 $58,685
R Douglas Spitler (Ceo (Former)) $0 $141,623 $6,088
Paul Scheper (Cfo) $0 $217,897 $33,566
Joan Wetzel (Vp Of Hr And Ord Dev) $0 $128,121 $9,717
Ginny Uehlin (Vp Of Resident Housing) $0 $163,703 $14,038
Bryan Reynolds (Vp Of Marketing) $0 $111,763 $15,087
Kathy Ison Lind (Vp Affordable Living) $0 $181,430 $29,696
Lydell Carter (Finance Director) $0 $151,193 $10,115

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,616,883
Expenses
$4,265,245
Net Income
-$1,648,362
Net Assets
$47,634,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,705,183
65.2%
Program Services $0
Investment Income $163,298
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $161,505
6.2%
Sales of Assets $586,897
22.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,580,294
Total Liabilities $945,563
Net Assets $47,634,731

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,925,282
Expenses
$1,797,587
Net Income
$1,127,695
Net Assets
$48,082,998
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,004,644
34.3%
Program Services $0
Investment Income $574,870
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $77,036
2.6%
Sales of Assets $1,268,732
43.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,425,443
Total Liabilities $342,445
Net Assets $48,082,998
Compensation
Key Employees and Officers Compensation Related Other
William C Knodel (Chairman) $0 $0 $0
Ellen Zemke (Treasurer & Secretary) $0 $0 $0
R Douglas Spitler (President & Ceo) $0 $389,152 $30,779
Richard N Adams (Vice Chairman) $0 $0 $0
Ben Blemker (Director) $0 $0 $0
Jon B Boss (Director) $0 $0 $0
Taylor C Greenwald Ii (Director) $0 $0 $0
Daniel M Witten Ii (Director) $0 $0 $0
Paul J Scheper (Cfo) $0 $212,978 $34,144
Laura R P Lamb (Executive Vp) $0 $210,938 $21,995
Melissa Hanzel (Secretary (To 11/15)) $0 $43,281 $10,707
Joy Leonard (Secretary (From 11/15)) $0 $12,346 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,099,231
Expenses
$79,640
Net Income
$3,019,591
Net Assets
$50,387,724
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,631,066
52.6%
Program Services $0
Investment Income $1,511,178
48.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$43,013
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,749,822
Total Liabilities $362,098
Net Assets $50,387,724
Compensation
Key Employees and Officers Compensation Related Other
Ben Blemker (Director) $0 $0 $0
Jon Boss (Director) $0 $0 $0
Robert S Edwards (Director) $0 $0 $0
William C Knodel (Director) $0 $0 $0
Ellen Zemke (Secretary) $0 $0 $0
Richard N Adams (Chairman) $0 $0 $0
Dan Witten (Director) $0 $0 $0
R Douglas Spitler (President & Ceo) $0 $459,936 $24,474
Tate Greenwald (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,652,136
Expenses
$72,026
Net Income
$4,580,110
Net Assets
$47,982,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $622,734
13.4%
Program Services $0
Investment Income $4,003,468
86.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,934
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,293,672
Total Liabilities $311,255
Net Assets $47,982,417
Compensation
Key Employees and Officers Compensation Related Other
Jon Boss (Director) $0 $0 $0
Dan Witten (Director) $0 $0 $0
Ben Blemker (Director) $0 $0 $0
Robert S Edwards (Director) $0 $0 $0
William C Knodel (Chair) $0 $0 $0
Ellen Zemke (Director) $0 $0 $0
Richard N Adams (Director) $0 $0 $0
R Douglas Spitler (President & Ceo) $0 $327,041 $53,540
Tate Greenwald (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,179,783
Expenses
$87,806
Net Income
$3,091,977
Net Assets
$43,029,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $526,824
16.6%
Program Services $0
Investment Income $2,595,273
81.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $57,686
1.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,329,480
Total Liabilities $300,200
Net Assets $43,029,280

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$711,313
Expenses
$63,608
Net Income
$647,705
Net Assets
$42,006,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $747,331
> 100%
Program Services $0
Investment Income -$103,047
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $67,029
9.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $42,296,738
Total Liabilities $290,494
Net Assets $42,006,244

Document Links

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

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

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

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

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

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

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

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

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

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

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.

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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 »

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  • 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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