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Heartland Health & Wellness Fund

  • Dayton, OH
  • Tax-exempt since Nov. 1957
  • EIN: 31-6041107

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Health — General and Rehabilitative / Health, General and Financing (E81Z) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$330M (2023)

Expenses
$336M (2023)

Total Assets
$52.7M (2023)

Total Liabilities
$46.4M (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
$330,278,227
Expenses
$335,703,432
Net Income
-$5,425,205
Net Assets
$6,317,153
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $328,217,628
99.4%
Investment Income $1,256,174
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$267
Net Inventory Sales $0
Other Revenue $804,692
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $258,509
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,242,295
0.7%
Assets/Debt
Total Assets $52,712,898
Total Liabilities $46,395,745
Net Assets $6,317,153
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $227,320 $0 $31,179
Katy Macik (Employee) $204,472 $0 $30,890
Richard Mains Jr (Employee) $163,870 $0 $41,117
William Mcmanus (Employee) $140,296 $0 $40,174
Kevin Garvey (Trustee) $0 $314,403 $37,354
Bryon O'neal (Alternate Trustee) $0 $283,982 $43,983
Randy Quickel (Chairman) $0 $276,625 $27,186
Mark Federici (Trustee) $0 $0 $0
Henry Taylor (Secretary) $0 $0 $0
Tracy Bartak (Trustee) $0 $0 $0
Rob Francin (Trustee) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Bob Blair (Trustee) $0 $242,534 $0
Dan Pedersen (Trustee) $0 $291,923 $44,060
David Blitzstein (Trustee) $0 $0 $0
Don Sattler (Trustee) $0 $0 $0
Heather Gray (Alternate Trustee) $0 $0 $0
Wendell Young (Alternate Trustee) $0 $388,513 $0
Jessica Offenbacher (Trustee) $0 $0 $0
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990
Filed on Nov. 15, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$307,137,938
Expenses
$306,642,736
Net Income
$495,202
Net Assets
$11,420,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $307,542,568
> 100%
Investment Income $758,869
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,764,310
Net Inventory Sales $0
Other Revenue $600,811
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $256,752
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,703,651
0.9%
Assets/Debt
Total Assets $47,418,134
Total Liabilities $35,997,329
Net Assets $11,420,805
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $226,151 $0 $30,601
Katy Macik (Employee) $190,546 $0 $33,919
William Mcmanus (Employee) $141,582 $0 $38,500
Melissa Steed (Employee) $140,323 $0 $38,708
Richard Mains Jr (Employee) $135,971 $0 $38,534
Kevin Garvey (Trustee) $0 $320,371 $34,986
Bryon O'neal (Alternate Trustee) $0 $272,050 $40,450
Randy Quickel (Chairman) $0 $263,640 $0
Mark Federici (Trustee) $0 $0 $0
Henry Taylor (Secretary) $0 $0 $0
Tracy Bartak (Trustee) $0 $0 $0
Rob Francin (Trustee) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Bob Blair (Trustee) $0 $238,002 $0
Dan Pedersen (Trustee) $0 $275,674 $38,931
David Blitzstein (Trustee) $0 $0 $0
Don Sattler (Trustee) $0 $0 $0
Heather Gray (Alternate Trustee) $0 $0 $0
Wendell Young (Alternate Trustee) $0 $0 $0
Jessica Offenbacher (Trustee) $0 $0 $0
Joe Chorpenning (Secretary (Thru 9/09/22)) $0 $0 $0
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990
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$275,055,970
Expenses
$288,100,428
Net Income
-$13,044,458
Net Assets
$2,505,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $274,065,573
99.6%
Investment Income $793,732
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$61,122
Net Inventory Sales $0
Other Revenue $257,787
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $242,694
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,074,118
0.7%
Assets/Debt
Total Assets $48,145,303
Total Liabilities $45,639,807
Net Assets $2,505,496
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $214,115 $0 $28,579
Melissa Steed (Employee) $129,531 $0 $35,106
Richard Mains Jr (Employee) $126,548 $0 $34,996
Kevin Garvey (Trustee) $0 $323,427 $39,891
Bryon O'neal (Alternate Trustee) $0 $273,416 $38,189
Randy Quickel (Trustee) $0 $256,100 $35,073
Joe Chorpenning (Trustee) $0 $0 $0
Henry Taylor (Chairperson) $0 $0 $0
Steven Springer (Trustee) $0 $0 $0
Rob Francin (Trustee) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Bob Blair (Trustee) $0 $233,647 $0
Dan Pedersen (Trustee) $0 $0 $0
David Blitzstein (Trustee) $0 $0 $0
Don Sattler (Alternate Trustee) $0 $0 $0
Tony Helfer (Alternate Trustee (Thru 3/12/21)) $0 $83,788 $0
Wendell Young (Alternate Trustee (Start 6/25/21)) $0 $371,052 $0
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990
Filed on Nov. 9, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,185,508
Expenses
$236,397,319
Net Income
-$2,211,811
Net Assets
-$159,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $233,324,485
99.6%
Investment Income $334,985
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $526,038
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $220,932
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,825,868
0.8%
Assets/Debt
Total Assets $39,238,218
Total Liabilities $39,397,945
Net Assets -$159,727
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $194,230 $0 $26,702
Melissa Steed (Employee) $120,076 $0 $33,940
Richard Mains Jr (Employee) $115,000 $0 $33,737
Kevin Garvey (Trustee) $0 $276,600 $40,122
Tony Helfer (Alternate Trustee Thru 12/31/20) $0 $250,337 $38,719
Bryon O'neal (Alternate Trustee) $0 $246,619 $37,613
Randy Quickel (Trustee) $0 $244,677 $34,119
Joe Chorpenning (Chairman) $0 $0 $0
Henry Taylor (Secretary) $0 $0 $0
Steven Springer (Trustee) $0 $0 $0
Rob Francin (Trustee) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Bob Blair (Trustee) $0 $0 $0
Dan Pedersen (Trustee) $0 $0 $0
David Blitstein (Trustee) $0 $0 $0
Don Sattler (Alternate Trustee) $0 $0 $0
Greg Thompson (Alternate Trustee Thru 12/31/20) $0 $0 $0
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990
Filed on Nov. 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$192,989,870
Expenses
$210,022,508
Net Income
-$17,032,638
Net Assets
$1,787,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $192,143,731
99.6%
Investment Income $409,907
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $138,899
0.1%
Net Inventory Sales $0
Other Revenue $297,333
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $177,613
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,697,341
0.8%
Assets/Debt
Total Assets $33,236,475
Total Liabilities $31,448,681
Net Assets $1,787,794
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $154,019 $0 $23,282
Melissa Steed (Employee) $108,481 $0 $32,570
Richard Mains Jr (Employee) $103,788 $0 $32,386
Kevin Garvey (Trustee) $0 $293,938 $28,422
Bryon O'neal (Alternate Trustee) $0 $244,109 $28,422
Randy Quickel (Trustee) $0 $222,350 $32,657
Tony Helfer (Alternate Trustee) $0 $218,486 $0
Joe Chorpenning (Chairman) $0 $0 $0
Henry Taylor (Secretary) $0 $0 $0
Greg Thompson (Alternate Trustee) $0 $0 $0
Steven Springer (Trustee) $0 $0 $0
Rob Francin (Trustee) $0 $0 $0
Don Sattler (Alternate Trustee) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Bob Blair (Trustee) $0 $0 $0
Dan Pedersen (Trustee) $0 $0 $0
David Blitstein (Trustee) $0 $0 $0
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990
Filed on Nov. 9, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$172,066,451
Expenses
$186,006,443
Net Income
-$13,939,992
Net Assets
$5,684,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $171,491,039
99.7%
Investment Income $346,330
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$45,912
Net Inventory Sales $0
Other Revenue $274,994
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,658,568
0.9%
Assets/Debt
Total Assets $28,481,422
Total Liabilities $22,796,430
Net Assets $5,684,992
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $144,830 $0 $23,465
Melissa Steed (Employee) $101,817 $0 $28,768
Lennie Wyatt (Trustee) $12,119 $11,025 $0
Joe Chorpenning (Secretary) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Kathy Wagenknecht (Trustee) $0 $0 $0
Henry Taylor (Chairperson) $0 $0 $0
Kevin Garvey (Trustee) $0 $283,813 $34,670
Greg Thompson (Alternate Trustee) $0 $0 $0
Tony Helfer (Alternate Trustee) $0 $216,280 $27,442
Rob Francin (Trustee) $0 $0 $0
Don Sattler (Alternate Trustee) $0 $0 $0
Bryon O'neal (Trustee) $0 $237,412 $32,783
Randy Quickel (Trustee) $0 $0 $0
Steven Springer (Trustee) $0 $0 $0
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990
Filed on Oct. 17, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,148,373
Expenses
$159,793,856
Net Income
$354,517
Net Assets
$19,917,864
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $159,644,289
99.7%
Investment Income $296,090
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $207,994
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,504,855
0.9%
Assets/Debt
Total Assets $26,635,318
Total Liabilities $6,717,454
Net Assets $19,917,864
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $136,461 $0 $22,126
Lennie Wyatt (Trustee) $0 $21,666 $0
Steve Loeffler (Trustee) $0 $0 $0
Joe Chorpenning (Chairperson) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Kathy Wagenknecht (Trustee) $0 $0 $0
Olena Maleckyj (Trustee) $0 $0 $0
Henry Taylor (Secretary/Treasurer) $0 $0 $0
Kevin Garvey (Trustee) $0 $222,136 $29,365
Greg Thomson (Alternate Trustee) $0 $0 $0
Christy Williams (Alternate Trustee) $0 $0 $0
Tony Helfer (Alternate Trustee) $0 $147,935 $19,033
Rob Francin (Trustee) $0 $0 $0
Don Sattler (Alternate Trustee) $0 $0 $0
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990
Filed on Nov. 6, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$153,512,750
Expenses
$158,023,680
Net Income
-$4,510,930
Net Assets
$19,351,255
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $152,990,903
99.7%
Investment Income $232,501
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $65,562
0.0%
Net Inventory Sales $0
Other Revenue $223,784
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,528,068
1.0%
Assets/Debt
Total Assets $26,629,643
Total Liabilities $7,278,388
Net Assets $19,351,255
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $130,523 $0 $24,477
Lennie Wyatt (Trustee) $0 $321,858 $8,419
Steve Culter (Trustee) $0 $342,646 $9,158
Steve Loeffler (Trustee) $0 $0 $0
Steve Hendrickson (Trustee) $0 $0 $0
Joe Chorpenning (Secretary/Treasurer) $0 $0 $0
Kathy Wagenknecht (Trustee) $0 $0 $0
Olena Maleckyj (Trustee) $0 $0 $0
Henry Taylor (Chairperson) $0 $0 $0
Kevin Garvey (Trustee) $0 $245,134 $28,555
Greg Thomson (Alternate Trustee) $0 $0 $0
Christy Williams (Alternate Trustee) $0 $0 $0
Tony Helfer (Alternate Trustee) $0 $138,363 $19,105
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990
Filed on Nov. 6, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$140,280,991
Expenses
$148,924,644
Net Income
-$8,643,653
Net Assets
$20,247,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $139,139,765
99.2%
Investment Income $285,267
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $855,959
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,378,376
0.9%
Assets/Debt
Total Assets $27,075,140
Total Liabilities $6,827,283
Net Assets $20,247,857
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $140,080 $0 $21,347
Lennie Wyatt (Trustee) $0 $467,880 $31,156
Steve Culter (Trustee) $0 $499,380 $32,144
Steve Loeffler (Trustee) $0 $0 $0
Steve Hendrickson (Trustee) $0 $12,326 $0
Joe Chorpenning (Chairperson) $0 $0 $0
Kathy Wagenknecht (Trustee) $0 $0 $0
Olena Maleckyj (Trustee) $0 $0 $0
Henry Taylor (Secretary/Treasurer) $0 $0 $0
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990
Filed on Nov. 6, 2017

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$107,578,934
Expenses
$134,601,225
Net Income
-$27,022,291
Net Assets
$29,346,228
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $104,619,203
97.2%
Investment Income $969,134
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,770,314
1.6%
Net Inventory Sales $0
Other Revenue $220,283
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,225,148
0.9%
Assets/Debt
Total Assets $38,283,493
Total Liabilities $8,937,265
Net Assets $29,346,228
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $116,981 $0 $19,721
Lennie Wyatt (Trustee) $0 $283,771 $29,545
Steve Culter (Trustee) $0 $299,169 $31,120
Steve Loeffler (Chairperson) $0 $0 $0
Steve Hendrickson (Trustee) $0 $56,723 $0
Katherine Lev (Trustee) $0 $0 $0
Joe Chorpenning (Secretary/Treasurer) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Jessica Miles (Trustee) $0 $0 $0
Jon Mcpherson (Trustee) $0 $0 $0
Kathy Wagenknecht (Trustee) $0 $0 $0
Olena Maleckyj (Trustee) $0 $0 $0
Henry Taylor (Trustee) $0 $0 $0
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990
Filed on Oct. 27, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,443,249
Expenses
$113,765,602
Net Income
-$322,353
Net Assets
$54,062,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $112,107,951
98.8%
Investment Income $1,035,766
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $37,103
0.0%
Net Inventory Sales $0
Other Revenue $262,429
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,017,607
0.9%
Assets/Debt
Total Assets $58,785,943
Total Liabilities $4,723,551
Net Assets $54,062,392
Compensation
Key Employees and Officers Compensation Related Other
Jerry Evans (Administrator) $86,330 $85,418 $21,882
Lennie Wyatt (Chairperson) $0 $317,817 $28,852
Steve Culter (Trustee) $0 $344,645 $30,067
Steve Loeffler (Secretary/Treasurer) $0 $0 $0
Steve Hendrickson (Trustee) $0 $41,430 $0
Katherine Lev (Trustee) $0 $0 $0
Joe Chorpenning (Trustee) $0 $0 $0
Steve Yancey (Trustee) $0 $0 $0
Jessica Miles (Trustee) $0 $0 $0
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990
Filed on Oct. 6, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,057,164
Expenses
$107,831,825
Net Income
$1,225,339
Net Assets
$55,264,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $106,947,169
98.1%
Investment Income $956,542
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $689,555
0.6%
Net Inventory Sales $0
Other Revenue $463,898
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $929,974
0.9%
Assets/Debt
Total Assets $61,729,918
Total Liabilities $6,465,720
Net Assets $55,264,198

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$99,920,831
Expenses
$98,742,612
Net Income
$1,178,219
Net Assets
$49,044,112
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,859,173
98.9%
Investment Income $504,530
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,250
Net Inventory Sales $0
Other Revenue $568,378
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $838,085
0.8%
Assets/Debt
Total Assets $54,186,420
Total Liabilities $5,142,308
Net Assets $49,044,112

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990

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

PDF

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

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
PDF (2 of 2)

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

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

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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