Donor Advised Charitable Giving

Lone Tree, CO
Tax-exempt since April 1999
EIN: 31-1640316

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Type of Nonprofit

Designated as a 501(c)(3) 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: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund

Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$7.65B (2023)

Expenses

$5.16B (2023)

Total Assets

$31.6B (2023)

Total Liabilities

$68.8M (2023)

Years with multiple filings

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 June
2023

Revenue

$7,651,350,396

Expenses

$5,162,915,749

Net Income

$2,488,434,647

Net Assets

$31,571,291,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,319,326,897	95.7%
Program Services	$0
Investment Income	$332,023,499	4.3%
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	$2,673,786	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$20,871,436	0.4%

Assets/Debt
Total Assets	$31,640,075,723
Total Liabilities	$68,784,621
Net Assets	$31,571,291,102

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Samuel W Kang (President)	$593,269	$0	$178,504
Frederick K Kaynor (Md Bus Dev, Mktg & Strat. Partner)	$474,425	$0	$118,504
Michael Maestas (Md Invest Oversight & Due Diligence)	$391,845	$0	$113,504
Douglas Campbell (Md Strategy, Offer Mgmt & Analysis)	$365,814	$0	$113,504
Stephanie Queisert (Chief Financial Officer)	$350,610	$0	$93,504
Caleb Lund (Director)	$300,691	$0	$61,504
Lori Kirkland (Director)	$299,702	$0	$93,504
Bryan Gregston (Director)	$295,227	$0	$93,504
Joseph Bogner (Director)	$259,493	$0	$38,504
Julia Reed (Director)	$258,523	$0	$63,504
Anne Casscells (Director)	$0	$0	$0
Bill Brownell (Director)	$0	$0	$0
Carolyn Schwab Pomerantz (Chair Of The Board Of Directors)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Gregory Avis (Director)	$0	$0	$0
Linda Segre (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Jeff Salvesen (Asst. Corp. Secretary (As Of 10/22))	$0	$0	$0
Kristopher Tate (Corporate Secretary)	$0	$0	$0
William P Gisi (Asst. Corp. Secretary (Until 09/22))	$0	$0	$0
Jamal Modir (Assistant Secretary (Until 06/22))	$0	$0	$0

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990

Filed on April 12, 2024

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Fiscal Year Ending June
2022

Revenue

$10,074,660,178

Expenses

$4,800,912,221

Net Income

$5,273,747,957

Net Assets

$26,397,306,365

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,756,212,341	96.8%
Program Services	$0
Investment Income	$318,447,837	3.2%
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	$2,437,574	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$16,051,107	0.3%

Assets/Debt
Total Assets	$26,434,828,018
Total Liabilities	$37,521,653
Net Assets	$26,397,306,365

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President Thru 7/2021)	$592,500	$0	$9,252
Samuel W Kang (President)	$443,663	$0	$138,504
Frederick K Kaynor (Md Bus Dev, Mktg & Strat. Partner)	$431,583	$0	$113,504
Michael Maestas (Md Invest Oversight & Due Dilig.)	$322,630	$0	$68,504
Susan Heldman (Vp & Controller Thru 7/2021)	$298,245	$0	$9,252
Douglas Campbell (Md Strategy, Offer Mgmt & Analysis)	$285,757	$0	$68,504
Stephanie Queisert (Chief Financial Officer)	$277,916	$0	$58,504
Barbara Benware (Vice President Thru 3/2020)	$265,000	$0	$0
Lori Kirkland (Director)	$254,208	$0	$53,504
Caleb Lund (Director)	$250,482	$0	$53,504
Bryan Gregston (Director)	$247,351	$0	$58,504
Julia Reed (Director)	$236,101	$0	$53,504
Joseph Bogner (Director)	$232,565	$0	$48,504
Anne Casscells (Director)	$0	$0	$0
Bill Brownell (Director)	$0	$0	$0
Carolyn Schwab Pomerantz (Chair Of The Board Of Directors)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Gregory Avis (Director)	$0	$0	$0
Linda Segre (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Jamal Modir (Assistant Secretary)	$0	$0	$0
R Scott Mcmillen (Secretary)	$0	$0	$0

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990

Filed on April 3, 2023

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990-T

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Fiscal Year Ending Dec.
2021

Revenue

Expenses

Net Income

Net Assets

$70,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
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	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$70,160
Total Liabilities	$0
Net Assets	$70,160

Compensation

Key Employees and Officers	Compensation	Related	Other
Jeffrey J Gatewood (Trustee)	$0	$0	$0

990

Filed on April 21, 2022

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Fiscal Year Ending June
2021

Revenue

$7,273,065,868

Expenses

$3,790,337,657

Net Income

$3,482,728,211

Net Assets

$25,526,580,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,127,941,784	98.0%
Program Services	$0
Investment Income	$145,124,084	2.0%
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	$2,131,067	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$12,456,063	0.3%

Assets/Debt
Total Assets	$25,563,977,627
Total Liabilities	$37,397,007
Net Assets	$25,526,580,620

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$721,987	$0	$18,480
Susan Heldman (Vp & Controller)	$403,916	$0	$18,480
Fred Kaynor (Vp Mkt/Bus Development)	$402,145	$0	$18,480
Sam Kang (Vp Operations)	$371,960	$0	$18,480
Barbara Benware Thru Mar 2020 (Vp Oversight/Risk)	$309,296	$0	$4,620
Michael Maestas (Md Investment Oversight)	$254,614	$0	$18,480
Doug Campbell (Managing Director Strategy)	$241,401	$0	$18,480
Stephanie Queisert (Md Financial Reporting)	$222,042	$0	$18,480
Stephanie Diamond (Md Business Development)	$212,095	$0	$18,480
Brian Howell (Md Business Development)	$193,564	$0	$18,480
Anne Casscells (Director)	$0	$0	$0
Bill Brownell (Director)	$0	$0	$0
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
Linda B Segre (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Jamal Modir (Assistant Secretary)	$0	$0	$0
R Scott Mcmillen (Secretary)	$0	$0	$0

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990

Filed on Feb. 18, 2022

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Fiscal Year Ending June
2020

Revenue

$4,885,079,278

Expenses

$3,353,115,616

Net Income

$1,531,963,662

Net Assets

$17,131,571,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,726,676,097	96.8%
Program Services	$0
Investment Income	$158,400,812	3.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$2,369	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,573,275	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$9,821,874	0.3%

Assets/Debt
Total Assets	$17,157,797,480
Total Liabilities	$26,225,773
Net Assets	$17,131,571,707

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$712,143	$0	$232,537
Barbara Benware (Vp Oversight/Risk)	$456,582	$0	$117,537
Susan Heldman (Vp & Controller)	$382,861	$0	$107,537
Fred Kaynor (Vp Mkt/Bus Development)	$368,196	$0	$107,537
Sam Kang (Vp Operations)	$344,165	$0	$127,537
Julie Hattle (Managing Director Risk)	$237,691	$0	$17,537
Doug Campbell (Managing Director Strategy)	$211,949	$0	$67,537
Bryan Gregston (Managing Director Operations)	$198,064	$0	$57,537
Stephanie Queisert (Md Financial Reporting)	$193,075	$0	$52,537
Julia Reed (Managing Director Relationship Mgr)	$192,119	$0	$52,537
Anne Casscells (Director)	$0	$0	$0
Bill Brownell (Director)	$0	$0	$0
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
Linda B Segre (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Jamal Modir (Assistant Secretary)	$0	$0	$0
R Scott Mcmillen (Secretary)	$0	$0	$0

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990

Filed on Feb. 18, 2021

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990-T

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Fiscal Year Ending June
2019

Revenue

$4,558,510,409

Expenses

$2,524,294,424

Net Income

$2,034,215,985

Net Assets

$15,210,991,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,364,889,684	95.8%
Program Services	$0
Investment Income	$193,620,725	4.2%
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	$2,784,629	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$6,538,383	0.3%

Assets/Debt
Total Assets	$15,316,830,044
Total Liabilities	$105,838,209
Net Assets	$15,210,991,835

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$687,139	$0	$228,500
Barbara Benware (Vp Oversight/Risk)	$426,752	$0	$118,500
Susan Heldman (Vp & Controller)	$359,040	$0	$108,500
Fred Kaynor (Vp Mkt/Bus Development)	$336,197	$0	$108,500
Sam Kang From 01312018 (Vp Operations)	$239,090	$0	$116,000
Julie Hattle (Managing Director Risk)	$218,378	$0	$53,000
Stephanie Diamond (Managing Director Relationship Mgr)	$211,108	$0	$18,000
Lorienne Lambert (Managing Director Technology)	$203,361	$0	$57,400
Julia Reed (Managing Director Technology)	$177,460	$0	$42,400
Bryan Gregston (Managing Director Operations)	$173,507	$0	$58,000
Anne Casscells (Director)	$0	$0	$0
Bill Brownell From 10152018 (Director)	$0	$0	$0
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
Linda B Segre From 03122018 (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Jamal Modir (Assistant Secretary)	$0	$0	$0
R Scott Mcmillen (Secretary)	$0	$0	$0

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990

Filed on Feb. 17, 2020

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Fiscal Year Ending June
2018

Revenue

$3,465,939,041

Expenses

$1,916,641,526

Net Income

$1,549,297,515

Net Assets

$12,895,528,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,349,182,315	96.6%
Program Services	$0
Investment Income	$116,756,726	3.4%
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	$2,352,105	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,005,913	0.3%

Assets/Debt
Total Assets	$12,912,865,793
Total Liabilities	$17,336,941
Net Assets	$12,895,528,852

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$612,351	$0	$216,200
Barbara Benware (Vp Oversight/Risk)	$357,917	$0	$136,200
Susan Heldman (Vp & Controller)	$317,778	$0	$106,200
Fred Kaynor (Vp Mkt/Bus Development)	$295,766	$0	$106,200
Chris Yaros To 52018 (Managing Director Operations)	$250,895	$0	$76,200
Stephanie Diamond (Managing Director Relationship Mgr)	$198,479	$0	$16,200
Julie Hattle (Managing Director Risk)	$184,337	$0	$41,200
Denise Schuh (Managing Director Legal)	$178,377	$0	$41,200
Brian Howell (Managing Director Relationship Mgr)	$177,390	$0	$16,200
Alyssa Williams (Managing Director Marketing)	$172,811	$0	$41,200
Anne Casscells (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Nicholas Donatiello Jr (Director (To 6/2018))	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
R Scott Mcmillen (Secretary)	$0	$0	$0
Jamal Modir (Assistant Secretary)	$0	$0	$0
Sam Kang (Vice President)	$0	$0	$0

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990

Filed on Feb. 14, 2019

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990-T

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Fiscal Year Ending June
2017

Revenue

$3,147,045,622

Expenses

$1,595,320,832

Net Income

$1,551,724,790

Net Assets

$10,616,613,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,078,088,538	97.8%
Program Services	$0
Investment Income	$68,957,084	2.2%
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	$2,272,156	0.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,625,946	0.4%

Assets/Debt
Total Assets	$10,634,353,155
Total Liabilities	$17,739,525
Net Assets	$10,616,613,630

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$578,515	$0	$195,300
Ba Rbara Benware (Vp Oversight/Risk)	$325,744	$0	$135,300
Susan Heldman (Vp & Controller)	$297,807	$0	$95,300
Fred Kaynor (Vp Mkt/Bus Dev Elopment)	$272,408	$0	$95,300
Chris Yaros (Managing Direc T Or Operat Ions)	$236,679	$0	$75,300
Stephanie Diamond (Managing Director Relati Onship Mgr)	$191,297	$0	$35,300
Brian Howell (Ma Naging Direc T Or Relati Onship Mgr)	$191,152	$0	$15,300
Julie Hattle (M Anaging Direc T Or Risk)	$164,566	$0	$35,300
Denise Schuh (Ma Naging Direc T Or Legal)	$151,107	$0	$35,300
Lorienne Lambert (Managing Director Prod Mgmt)	$147,667	$0	$45,300
Anne Casscells (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Nicholas Donatiello Jr (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
R Scott Mc Millen (Secretary)	$0	$0	$0
Jamal Modir (Assistant Secretary)	$0	$0	$0

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990

Filed on March 28, 2018

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990-T

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Fiscal Year Ending June
2016

Revenue

$2,018,516,668

Expenses

$1,198,758,599

Net Income

$819,758,069

Net Assets

$8,058,243,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,922,695,881	95.3%
Program Services	$0
Investment Income	$95,820,787	4.7%
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	$2,023,060	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,789,514	0.4%

Assets/Debt
Total Assets	$8,077,436,907
Total Liabilities	$19,193,812
Net Assets	$8,058,243,095

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$491,340	$0	$180,000
Barbara Benware (Vp Oversight/Risk)	$273,646	$0	$115,000
Fred Kaynor (Vp Mkt/Bus Dev)	$266,595	$0	$85,000
Susan Heldman (Vp & Controller)	$263,591	$0	$85,000
Chris Yaros (Managing Direc T Or Operations)	$204,570	$0	$65,000
Stephanie Diamond (Managing Director Relationship Mgmt)	$185,300	$0	$30,000
A Nne Rebstock (Managing Director Project Mgmt)	$166,523	$0	$15,000
Les Lee Burnett (Director Product Mgmt)	$159,766	$0	$15,000
Alyssa Williams (Managing Director Marketing)	$153,714	$0	$40,000
Lorienne Lambert (Managing Director Product Mgmt)	$140,698	$0	$30,000
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Nicholas Donatiello Jr (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Anne Casscells (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
R Scott Mc Millen (Secretary)	$0	$0	$0
Jane E Fry (Assistant Secretary)	$0	$0	$0

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990

Filed on Feb. 24, 2017

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990-T

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Fiscal Year Ending June
2015

Revenue

$2,168,764,281

Expenses

$1,079,216,044

Net Income

$1,089,548,237

Net Assets

$7,520,206,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,108,679,877	97.2%
Program Services	$0
Investment Income	$60,084,404	2.8%
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	$1,703,076	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,250,497	0.3%

Assets/Debt
Total Assets	$7,529,406,703
Total Liabilities	$9,200,442
Net Assets	$7,520,206,261

Operated a donor-advised fund

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Kimberly Laughton (President)	$395,044	$0	$157,194
Susan Heldman (Vp & Controller)	$245,520	$0	$81,744
Barbara Benware (Vp Oversight/Risk)	$245,520	$0	$106,983
Chris Yaros (Managing Director Operations)	$200,372	$0	$54,544
Stephanie Diamond (Managing Director Relationship Mgmt)	$191,221	$0	$34,544
Elizabeth Hilton (Vp Mkt/Bus Dev)	$163,856	$0	$6,060
Anne Rebstock (Managing Director Project Mgmt)	$162,655	$0	$14,544
Leslee Burnett (Director Project Mgmt)	$156,430	$0	$14,544
Alyssa Williams (Managing Director Marketing)	$132,600	$0	$39,544
Lorienne Lambert (Managing Director Product Mgmt)	$123,336	$0	$24,544
Fred Kaynor (Vp Mkt/Bus Dev)	$48,554	$0	$3,636
Carrie Schwab Pomerantz (Director)	$0	$0	$0
Nicholas Donatiello Jr (Director)	$0	$0	$0
Loretta Doon (Director)	$0	$0	$0
Anne Casscells (Director)	$0	$0	$0
Dan Kingsley (Director)	$0	$0	$0
Greg Avis (Director)	$0	$0	$0
R Scott Mcmillen (Secretary)	$0	$0	$0
Jane E Fry (Assistant Secretary)	$0	$0	$0

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990

Filed on March 25, 2016

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

View Filing

Schedules ▼

PDF XML

990-T

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

PDF

Fiscal Year Ending June
2014

Revenue

$1,858,309,238

Expenses

$832,408,761

Net Income

$1,025,900,477

Net Assets

$6,427,856,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,814,889,301	97.7%
Program Services	$0
Investment Income	$43,419,937	2.3%
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	$1,801,439	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,414,826	0.3%

Assets/Debt
Total Assets	$6,437,214,367
Total Liabilities	$9,357,602
Net Assets	$6,427,856,765

990

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

PDF

PDF (2 of 3) PDF (3 of 3)

990-T

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

PDF

Fiscal Year Ending June
2013

Revenue

$1,887,812,957

Expenses

$608,089,857

Net Income

$1,279,723,100

Net Assets

$4,780,973,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,863,118,878	98.7%
Program Services	$0
Investment Income	$27,763,295	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,069,216
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,318,251	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,548,999	0.3%

Assets/Debt
Total Assets	$4,791,061,516
Total Liabilities	$10,087,997
Net Assets	$4,780,973,519

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 June
2012

Revenue

$722,470,714

Expenses

$549,629,874

Net Income

$172,840,840

Net Assets

$3,163,025,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$702,551,521	97.2%
Program Services	$0
Investment Income	$19,941,833	2.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$22,640
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$877,939	0.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,269,166	0.4%

Assets/Debt
Total Assets	$3,175,884,124
Total Liabilities	$12,858,486
Net Assets	$3,163,025,638

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 June
2011

Revenue

$822,716,213

Expenses

$514,305,128

Net Income

$308,411,085

Net Assets

$3,039,242,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$804,316,091	97.8%
Program Services	$0
Investment Income	$18,071,372	2.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$328,750	0.0%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,863,902	0.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,886,076	0.4%

Assets/Debt
Total Assets	$3,057,002,991
Total Liabilities	$17,760,442
Net Assets	$3,039,242,549

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending June
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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 »

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 December 2, 2024

Donor Advised Charitable Giving

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $7.65B (2023)

Expenses $5.16B (2023)

Total Assets $31.6B (2023)

Total Liabilities $68.8M (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

990-T

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$7.65B (2023)

Expenses

$5.16B (2023)

Total Assets

$31.6B (2023)

Total Liabilities

$68.8M (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001