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Ohio Insurance Association Inc

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.8M (2023)

Expenses
$2.67M (2023)

Total Assets
$16.9M (2023)

Total Liabilities
$1.44M (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
$2,797,776
Expenses
$2,670,450
Net Income
$127,326
Net Assets
$15,478,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,837,299
65.7%
Investment Income $436,957
15.6%
Bond Proceeds $0
Royalties $211,047
7.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $167,979
6.0%
Net Inventory Sales $0
Other Revenue $144,494
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,921,305
Total Liabilities $1,442,310
Net Assets $15,478,995
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Smith (Chief Executive Officer & Secretary) $0 $298,698 $53,349
Jody Geiger (Chief Operating Officer) $0 $218,230 $36,879
Jodie Shaw (Director Of Business Development) $0 $169,661 $67,993
Ashley Riley (Director Of Risk Management) $0 $137,650 $74,274
Brian Lawrence (Director Of Hr Solutions) $0 $128,795 $22,707
Dustin Mahrt (Company Partners Manager) $0 $116,679 $32,241
Ashley Fitzsimmons (Director Of Professional Development) $0 $125,129 $20,872
Donny Houck (It Systems Manager) $0 $112,133 $23,715
Dawn Kuhn (Director Of Finance & Treasurer) $0 $108,931 $23,119
Kelley Culley (Director) $0 $0 $0
Meghan Griffith Ragozzino (Director) $0 $0 $0
Derek Sprouse Cic (Director) $0 $0 $0
Andrew Stephey Cic Crm (Lutcf, Director) $0 $0 $0
Jonathan Theders Cra Cpia (Chsp, Director) $0 $0 $0
Brent Phelan Jd Cpcu Cic (Crm, Chairman) $0 $0 $0
Katherine G Watson Cic (Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,261,214
Expenses
$2,601,139
Net Income
-$339,925
Net Assets
$14,204,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,785,354
79.0%
Investment Income $352,316
15.6%
Bond Proceeds $0
Royalties $206,453
9.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$204,373
Net Inventory Sales $0
Other Revenue $121,464
5.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,650,479
Total Liabilities $1,445,639
Net Assets $14,204,840
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Smith (Ceo/Secretary) $0 $274,234 $30,624
Jody Geiger (Chief Operating Officer) $0 $202,238 $23,588
Jodie Shaw (Director Of Business Development) $0 $166,785 $31,800
Ashley Riley (Director Of Risk Management) $0 $136,500 $43,650
Ashley Fitzsimmons (Customer Experience Mgr) $0 $125,261 $13,365
Craig C Neiss (Bus Planning & Valuation A) $0 $114,950 $11,495
Donny Houck (Sr. Data Analyst) $0 $114,175 $11,272
Dawn Kuhn (Treasurer) $0 $104,230 $12,138
Brian Lawrence (Director Of Hr Solutions) $0 $100,366 $11,646
Stephen M Brown Jr (Director (Exit 3/22)) $0 $0 $0
Meghan Griffith Ragozzino (Director) $0 $0 $0
Derek Sprouse Cic (Director) $0 $0 $0
Andrew Stephey Cic Crm (Lutcf, Director) $0 $0 $0
Jonathan Theders Cra Cpia (Chsp, Director) $0 $0 $0
Brent Phelan Jd Cpcu Cic (Crm, Chairman) $0 $0 $0
Katherine G Watson Cic (Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,011,225
Expenses
$2,148,888
Net Income
$862,337
Net Assets
$16,796,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,830,670
60.8%
Investment Income $396,963
13.2%
Bond Proceeds $0
Royalties $165,301
5.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $455,819
15.1%
Net Inventory Sales $0
Other Revenue $162,472
5.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,618,619
Total Liabilities $822,122
Net Assets $16,796,497
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Smith (Ceo/Secretary) $0 $258,377 $28,419
Jody Geiger (Chief Marketing Officer) $0 $160,898 $18,805
Judy Sivy Cic Cisr Cwcc Pris (Chief Revenue Officer (Exit 11/21)) $0 $154,168 $7,495
Jodie Shaw (Business Development Manager) $0 $148,771 $1,200
Adam Crumrine (Data & Analytics Manager) $0 $132,378 $6,615
Ashley Fitzsimmons (Customer Experience Mgr) $0 $112,746 $11,680
Craig C Neiss (Bus Planning & Valuation Analyst) $0 $124,358 $12,436
Stephen M Brown Jr (Chairman) $0 $0 $0
Brent Phelan Cic Cpcu Crmcsrm (Vice Chairman/Treasurer) $0 $0 $0
Meghan Griffith Ragozzino (Director) $0 $0 $0
Andrew Stephey Cic Crm Lutcf (Director) $0 $0 $0
Derek Sprouse Cic (Director) $0 $0 $0
Jonathan Thedars Cra Cpia Chsp (Director) $0 $0 $0
Katherine G Watson Cic (Iiaba National Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,685,567
Expenses
$1,971,096
Net Income
$714,471
Net Assets
$15,284,069
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,738,214
64.7%
Investment Income $334,384
12.5%
Bond Proceeds $0
Royalties $378,115
14.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $262,704
9.8%
Net Inventory Sales $0
Other Revenue -$27,850
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,232,350
Total Liabilities $948,281
Net Assets $15,284,069
Compensation
Key Employees and Officers Compensation Related Other
Stephen M Brown Jr (Chair Person) $0 $0 $0
Jeannine A Geisler Cisr Cpia (Iiaba Nat'l Director) $0 $0 $0
Meghan Griffith Ragozzino (Director) $0 $0 $0
Brett Phelan Cic Cpcu Crm (Vice Chair Person) $0 $0 $0
Thomas Sarno Cpcu (Pia Nat'l Director) $0 $0 $0
Matthew T Simon Cic Cpcu (Director) $0 $0 $0
Katherine G Watson Cic (Director) $0 $0 $0
Jeffrey Smith (Ceo) $0 $250,730 $24,855
Carey Wallace (Coo) $0 $235,711 $21,214
Judy Sivy (Director Of Agency Service) $0 $186,722 $18,291
Adam Crumrine (Data & Analytics Manager) $0 $179,186 $17,670
Jody Geiger (Chief Marketing Officer) $0 $138,519 $14,888
Donny Houck (Sr. Data Analyst) $0 $108,494 $10,025
Ashley Fitzsimmons (Customer Exerience Manager) $0 $105,188 $10,983

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,077,257
Expenses
$2,574,268
Net Income
$502,989
Net Assets
$13,876,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,185,059
71.0%
Investment Income $329,075
10.7%
Bond Proceeds $0
Royalties $332,484
10.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $110,270
3.6%
Net Inventory Sales $0
Other Revenue $120,369
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,862,993
Total Liabilities $986,089
Net Assets $13,876,904
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Smith (Ceo) $0 $267,433 $38,353
Carey Wallace (Coo) $0 $251,353 $12,216
Judy Sivy (Director Of Agency Services) $0 $180,077 $27,891
Adam Crumrine (Data & Analytics Manager) $0 $170,358 $30,241
Rebecca Calkins (Controller) $0 $115,851 $12,973
Jody Geiger (Chief Marketing Officer) $0 $101,398 $21,843
Donny Houck (Sr. Data Analyst) $0 $103,728 $18,561
Katherine G Berry Cic (Director) $0 $0 $0
Stephen M Brown Jr (Director) $0 $0 $0
Jeannine A Geisler Cisr Cpia (Iiaba National Director) $0 $0 $0
Brett Phelan Cic Cpcu Crm (Director) $0 $0 $0
Dow Perk Reichely Cic (Chair Person) $0 $0 $0
Thomas Sarno Cpcu (Pia Nat'l Director) $0 $0 $0
Matthew T Simon Cic Cpcu (Vice Chair Person) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,999,132
Expenses
$2,152,205
Net Income
$846,927
Net Assets
$12,455,051
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,115,465
70.5%
Investment Income $313,661
10.5%
Bond Proceeds $0
Royalties $412,742
13.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $157,159
5.2%
Net Inventory Sales $0
Other Revenue $105
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,323,157
Total Liabilities $868,106
Net Assets $12,455,051
Compensation
Key Employees and Officers Compensation Related Other
Katherine G Berry Cic (Director) $0 $0 $0
Stephen M Brown Jr (Director) $0 $0 $0
Jeannine A Geisler Cisr Cpia (Iiaba National Director) $0 $0 $0
Brett Phelan Cic Cpcu Crm Csrm (Director) $0 $0 $0
Thomas A Sarno Cpcu (Pia National Director) $0 $0 $0
Dow Perk Reichely Cic (Chair Person) $0 $0 $0
Matthew T Simon Cic Cpcu (Vice Chair Person) $0 $0 $0
Rebecca Calkins (Controller) $0 $146,697 $7,587
Jeffrey Smith (Ceo) $0 $264,009 $34,656
Adam Crumrine (Dir Of Info Systems & Analytics) $0 $149,236 $16,274
George Haenszel Cae (Sr. Director) $0 $201,582 $33,497
Judy Sivy Cic Cisr Cwcc Pris (Director Of Agency Service) $0 $196,759 $18,492
Carey Wallace (Coo) $0 $259,327 $6,323
Jodie Shaw (Business Development Manager) $0 $103,827 $18,355

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,964,064
Expenses
$2,678,649
Net Income
$285,415
Net Assets
$12,403,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,950,761
65.8%
Investment Income $278,730
9.4%
Bond Proceeds $0
Royalties $450,737
15.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $290,464
9.8%
Net Inventory Sales $0
Other Revenue -$6,628
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,223,594
Total Liabilities $820,174
Net Assets $12,403,420
Compensation
Key Employees and Officers Compensation Related Other
Steve Brown Jr (Director) $0 $0 $0
Jeannine A Giesler Cisr Cpia (Iiaba Nat'l Director) $0 $0 $0
Brett Phelan (Director) $0 $0 $0
Dow P Reichley Cic (Chair) $0 $0 $0
Thomas A Sarno Cpcu (Pia National Director) $0 $0 $0
Matthew T Simon Cpcu (Vice Chair) $0 $0 $0
Seth A Zaremba ((Exit 10/31) Director) $0 $0 $0
Katherine Berry Cic ((Enter 12/1) Director) $0 $0 $0
Jeffrey Smith (Ceo) $0 $218,459 $21,889
Carey Wallace (Coo) $0 $232,000 $9,693
Becca Calkins (Controller) $0 $94,164 $11,554
Adam Crumrine (Data Analytics Manager) $0 $101,815 $11,196
George W Haenszel Cae (Senior Director) $0 $223,958 $25,529
Judy Sivy Cic Cisr Cwcc Pris (Director Of Agency Services) $0 $212,122 $12,435

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,946,367
Expenses
$2,465,091
Net Income
$481,276
Net Assets
$11,358,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,177,619
73.9%
Investment Income $278,595
9.5%
Bond Proceeds $0
Royalties $482,626
16.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $22,023
0.7%
Net Inventory Sales $0
Other Revenue -$14,496
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,205,850
Total Liabilities $847,566
Net Assets $11,358,284
Compensation
Key Employees and Officers Compensation Related Other
Jeannine A Giesler Cisr Cpia (Pia National Director) $0 $0 $0
Seth A Zaremba (Director) $0 $0 $0
Rick Spreng Jr (Director) $0 $0 $0
Steve Brown Jr (Director) $0 $0 $0
Thomas A Sarno Cpcu (Iiaba Nat'l Director) $0 $0 $0
Matthew T Simon Cpcu (Vice Chair) $0 $0 $0
Dow P Reichley Cic (Chair) $0 $0 $0
George W Haenszel Cae (Ceo) $0 $480,724 $15,794
Carey Wallace (Cfo) $0 $254,000 $7,874
Jeffrey Smith (Director Of Advocacy) $0 $208,932 $7,984

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,029,015
Expenses
$2,441,994
Net Income
$587,021
Net Assets
$10,540,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,343,526
77.4%
Investment Income $237,730
7.8%
Bond Proceeds $0
Royalties $307,213
10.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $140,336
4.6%
Net Inventory Sales $0
Other Revenue $210
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,411,490
Total Liabilities $870,859
Net Assets $10,540,631

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,213,077
Expenses
$2,605,150
Net Income
$607,927
Net Assets
$10,352,974
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,262,988
70.4%
Investment Income $225,056
7.0%
Bond Proceeds $0
Royalties $508,528
15.8%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $205,653
6.4%
Net Inventory Sales $0
Other Revenue $10,852
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $849,565
32.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,272,802
Total Liabilities $919,828
Net Assets $10,352,974
Compensation
Key Employees and Officers Compensation Related Other
Rick Spreng Jr (Iiaba Natl Director) $0 $0 $0
Steve Brown Jr (Director) $0 $0 $0
Jeffrey Gisser (Director) $0 $0 $0
Jeffery J Phillips Cic Crm (Director) $0 $0 $0
Gary Roach Cic Cwca (Director) $0 $0 $0
Thomas A Sarno Cpcu (Director) $0 $0 $0
Matthew T Simon Cpcu (Director) $0 $0 $0
Ed Wade Csrm Cpia (Director) $0 $0 $0
Dow P Reichley Cic (Director) $0 $0 $0
Jeannine A Giesler Cisr Cpia (President) $0 $0 $0
Seth A Zaremba (President Elect) $0 $0 $0
Diane T Keil Hipp Mod (Secretary) $0 $0 $0
A Michael Heister Cic (Treasurer) $0 $0 $0
Jeff Neverman Cic Cpia (Past President) $0 $0 $0
Jeff Lewis Cic (Pia Natl Director) $0 $0 $0
George W Haenszel Cae (Ceo) $0 $347,076 $20,466
Carey Wallace (Cfo) $0 $201,000 $15,486
Michael Grushon (Membership Services Manage) $0 $160,461 $23,844
Jeffrey Smith (Director Of Advocacy) $0 $141,028 $14,495

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,192,602
Expenses
$2,661,421
Net Income
$531,181
Net Assets
$9,501,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,380,494
74.6%
Investment Income $131,263
4.1%
Bond Proceeds $0
Royalties $454,156
14.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $234,568
7.3%
Net Inventory Sales $0
Other Revenue -$7,879
Notable Expenses Percent of Total Expenses
Executive Compensation $1,068,661
40.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,546,163
Total Liabilities $1,044,532
Net Assets $9,501,631

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,607,610
Expenses
$2,654,571
Net Income
-$46,961
Net Assets
$6,749,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,084,055
79.9%
Investment Income $136,875
5.2%
Bond Proceeds $0
Royalties $322,523
12.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $63,525
2.4%
Net Inventory Sales $0
Other Revenue $632
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $767,230
28.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,436,899
Total Liabilities $687,509
Net Assets $6,749,390

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,495,694
Expenses
$2,700,614
Net Income
-$204,920
Net Assets
$6,633,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,058,489
82.5%
Investment Income $17,476
0.7%
Bond Proceeds $0
Royalties $371,558
14.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,403
1.5%
Net Inventory Sales $0
Other Revenue $9,768
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $400,224
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,628,182
Total Liabilities $994,798
Net Assets $6,633,384

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

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.

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