Skip to content
ProPublica Donate
ProPublica Donate

Liberty Fund Inc

  • Carmel, IN
  • Tax-exempt since Dec. 1962
  • EIN: 35-1320021

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$22.4M (2024)

Expenses
$19.7M (2024)

Total Assets
$359M (2024)

Total Liabilities
$19.9M (2024)

Source: Form 990 tax filings from 2012 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 April
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,422,647
Expenses
$19,737,647
Net Income
$2,685,000
Net Assets
$338,734,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,250
0.0%
Interest Revenue $11,835
0.1%
Dividends $9,697,256
43.2%
Sales of Assets $12,348,076
55.1%
Other Income $362,430
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,061,211
91.5%
Compensation of Officers* $2,262,382
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $358,645,767
Total Liabilities $19,910,849
Net Assets $338,734,918
Compensation
Key Employees and Officers Compensation Other
Sean R Shelby (Director, President & Ceo) $436,465 $66,672
James F Cote (Former Is Director) $312,730 $45,690
Emilio J Pacheco (Director; Svp & Pierre F Goodrich Resident Scholar) $287,000 $59,150
George K Stuart (Vp & Cto) $242,852 $58,740
Sandra J Schaller (Vp & Controller, Secretary Treasurer) $234,206 $61,394
Laurie L Goetz (Former Sr Editor) $217,895 $13,716
Brian J Pawlowski (Vp & Coo) $217,160 $65,148
Steven D Ealy (Former Sr Emeritus) $198,576 $23,816
Douglas J Den Uyl (Vp Emeritus) $189,000 $48,958
Hans L Eicholz (Senior Fellow) $164,711 $30,501
Stephanie L Kaufman (Asst Secy, Special Proj & Office Mgr) $103,174 $14,518
Nathan J Feltman (Director, Chairman) $91,500 $394
Terry W Anker (Director) $52,500 $3,285
Mary A O'grady (Director) $52,500 $394
Ben A Rast (Director) $52,500 $1,794
Dane Starbuck (Director) $52,500 $4,109
G Marcus Cole (Director) $51,000 $394
Luis H Ball (Director) $50,250 $2,781
+ View more people

Document Links

990-PF
Filed on Sept. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,931,336
Expenses
$18,608,137
Net Income
-$5,676,801
Net Assets
$336,049,918
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,033
0.0%
Interest Revenue $5,730
0.0%
Dividends $8,322,566
64.4%
Sales of Assets $4,276,757
33.1%
Other Income $323,850
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,020,554
91.5%
Compensation of Officers* $1,946,171
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $356,589,428
Total Liabilities $20,539,510
Net Assets $336,049,918
Compensation
Key Employees and Officers Compensation Other
Sean R Shelby (Director, President & Ceo) $456,625 $69,612
Emilio J Pacheco (Director/Svp & Pfg Res Scholar) $280,800 $57,383
Sandra J Schaller (Vp & Controller, Sec Treasurer) $228,871 $57,801
Brian J Pawlowski (Vice President & Coo) $215,000 $78,877
Douglas J Den Uyl (Vp Emeritus) $190,037 $46,911
James F Cote (Dir Of Info Sys) $189,037 $50,813
Carol L Hommel (Dir Of Conferences) $161,750 $46,622
Hans L Eicholz (Senior Fellow) $159,700 $28,093
Amy M Willis (Dir Econlib Web) $150,000 $52,984
Stephanie L Kaufman (Asst Sec,Spec Proj,Office Mgr) $101,782 $14,347
Nathan Feltman (Director, Chairman) $90,000 $392
Dane Starbuck (Director) $54,000 $6,605
Terry W Anker (Director) $51,000 $10,018
Luis H Ball (Director) $51,000 $7,915
Mary A O'grady (Director) $51,000 $392
Ben A Rast (Director) $51,000 $11,751
+ View more people

Document Links

990-PF
Filed on Sept. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,425,131
Expenses
$17,957,559
Net Income
$22,467,572
Net Assets
$341,726,719
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,631
0.0%
Interest Revenue $68
0.0%
Dividends $8,021,184
19.8%
Sales of Assets $32,014,181
79.2%
Other Income $387,667
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,309,626
90.8%
Compensation of Officers* $1,612,654
9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $362,873,085
Total Liabilities $21,146,366
Net Assets $341,726,719
Compensation
Key Employees and Officers Compensation Other
Sean R Shelby (President & Ceo) $406,400 $71,213
Emilio J Pacheco (Director/Svp & Pfg Res Scholar) $284,600 $56,957
Sandra J Schaller (Vp & Controller, Sec Treasurer) $229,317 $59,465
Douglas J Den Uyl (Vp Emeritus & Rogge) $197,417 $54,648
James F Cote (Dir Of Info Sys) $192,000 $53,348
Carol L Hommel (Dir Of Conferences) $154,379 $55,425
Hans L Eicholz (Senior Fellow) $153,200 $54,195
Jennifer K Thompson (Director Of Civil Sq) $150,122 $49,159
Stephanie L Kaufman (Asst Sec, Exec Asst,Office Mgr) $102,163 $14,323
Nathan Feltman (Director, Chairman) $86,917 $366
Dane Starbuck (Director) $77,600 $3,347
Terry W Anker (Director) $50,000 $366
Luis H Ball (Director) $50,000 $366
Mary A O'grady (Director) $50,000 $366
Ben A Rast (Director) $50,000 $1,888
T Alan Russell (Director Emeritus(thru 9/2021)) $17,000 $0
+ View more people

Document Links

990-PF
Filed on Sept. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$28,050,617
Expenses
$15,040,692
Net Income
$13,009,925
Net Assets
$319,259,147
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,949
0.0%
Interest Revenue $268
0.0%
Dividends $6,838,239
24.4%
Sales of Assets $20,731,619
73.9%
Other Income $476,367
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,319,791
88.6%
Compensation of Officers* $1,837,572
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $341,044,366
Total Liabilities $21,785,219
Net Assets $319,259,147
Compensation
Key Employees and Officers Compensation Other
Emilio J Pacheco (Director/Svp & Pfg Res Scholar) $340,988 $60,855
Douglas J Den Uyl (Vp Of Educational Programs) $291,390 $66,538
Sean R Shelby Started 082020 (President & Ceo) $256,960 $50,583
Sandra J Schaller (Vp & Controller, Sec Treasurer) $223,820 $57,345
James F Cote (Dir Of Info Systems) $188,140 $51,323
Hans L Eicholz (Sr Fellow) $153,340 $52,700
Steven D Ealy (Sr Fellow) $152,340 $31,485
George P Lynch (Sr Fellow) $142,845 $52,237
Peter C Mentzel (Sr Fellow) $142,154 $43,031
Stephanie L Kaufman (Asst Sec, Exec Asst,Office Mgr) $99,540 $13,963
Dane Starbuck (Director) $96,510 $1,626
Nathan Feltman (Director, Chairman) $56,004 $490
Terry W Anker (Director) $42,000 $490
Luis H Ball (Director) $42,000 $490
Mary A O'grady (Director) $42,000 $490
Ben A Rast (Director) $42,000 $490
T Alan Russell (Director Emeritus) $36,000 $0
Richard W Duesenberg Thru 092020 (Director Emeritus) $15,000 $0
+ View more people

Document Links

990-PF
Filed on Sept. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,656,558
Expenses
$16,998,231
Net Income
-$1,341,673
Net Assets
$306,249,222
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,561,790
10.0%
Interest Revenue $4,003
0.0%
Dividends $10,546,037
67.4%
Sales of Assets $3,268,190
20.9%
Other Income $276,538
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,500,505
91.2%
Compensation of Officers* $1,569,085
9.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $329,455,915
Total Liabilities $23,206,693
Net Assets $306,249,222
Compensation
Key Employees and Officers Compensation Other
Emilio J Pacheco (Director, President, & Ceo) $371,667 $60,785
Douglas J Den Uyl (Vp Of Educational Programs) $292,500 $65,119
Sandra J Schaller (Vp & Controller, Sec Treasurer) $224,059 $56,941
James F Cote (Dir Of Info Systems) $188,000 $50,752
Hans L Eicholz (Sr Fellow) $153,888 $51,051
Steven D Ealy (Sr Fellow) $152,200 $36,918
George P Lynch (Sr Fellow) $142,000 $51,082
Peter C Mentzel (Sr Fellow) $142,000 $42,563
Stephanie L Kaufman (Asst Secretary/Asst To Pres.) $99,525 $13,922
Dane Starbuck (Director) $82,500 $763
Nathan Feltman (Director, Chairman) $56,004 $410
Terry W Anker (Director) $42,000 $410
Luis H Ball (Director) $42,000 $410
Mary A O'grady (Director) $42,000 $410
Ben A Rast (Director) $42,000 $410
Richard W Duesenberg (Director Emeritus) $36,000 $0
T Alan Russell (Director Emeritus) $36,000 $3,250
+ View more people

Document Links

990-PF
Filed on Sept. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

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

PDF

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$19,550,104
Expenses
$19,676,470
Net Income
-$126,366
Net Assets
$307,590,895
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,324,463
6.8%
Interest Revenue $4,718
0.0%
Dividends $14,353,650
73.4%
Sales of Assets $3,557,882
18.2%
Other Income $309,391
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,146,826
92.2%
Compensation of Officers* $1,586,979
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $330,476,473
Total Liabilities $22,885,578
Net Assets $307,590,895
Compensation
Key Employees and Officers Compensation Other
Emilio J Pacheco (Director, President, & Ceo) $403,200 $57,609
Douglas J Den Uyl (Vp Of Educational Programs) $293,800 $64,381
Sandra J Schaller (Vp & Controller, Sec Treasurer) $226,215 $57,067
James F Cote (Dir Of Info Systems) $184,100 $49,512
David M Hart (Dir Of Online Librar) $158,000 $52,334
Hans L Eicholz (Sr Fellow) $154,496 $50,959
Steven D Ealy (Sr Fellow) $153,577 $50,062
Christine D Henderson (Sr Fellow) $150,974 $40,915
Stephanie L Kaufman (Asst Secretary/Asst To Pres.) $96,876 $14,494
Dane Starbuck (Director) $62,123 $6,236
Nathan Feltman (Director, Chairman) $56,004 $407
Terry W Anker (Director) $42,000 $7,349
Luis H Ball (Director) $42,000 $407
Mary A O'grady (Director) $42,000 $407
Ben A Rast (Director) $42,000 $407
Richard W Duesenberg (Director Emeritus) $36,000 $0
T Alan Russell (Director Emeritus) $36,000 $0
+ View more people

Document Links

990-PF
Filed on Sept. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,648,180
Expenses
$19,179,559
Net Income
-$7,531,379
Net Assets
$307,717,261
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,117,342
9.6%
Interest Revenue $1,927
0.0%
Dividends $10,361,232
89.0%
Sales of Assets -$122,069
Other Income $289,748
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,698,942
92.3%
Compensation of Officers* $1,780,964
9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $331,145,964
Total Liabilities $23,428,703
Net Assets $307,717,261
Compensation
Key Employees and Officers Compensation Other
Emilio J Pacheco (Director, President, & Ceo) $373,500 $58,081
Douglas J Den Uyl (Vp Of Educational Programs) $295,704 $63,042
Sandra J Schaller (Vp & Controller, Sec Treasurer) $226,010 $61,074
Jame F Cote (Dir Of Info Systems) $184,804 $47,233
David M Hart (Dir Online Library) $158,000 $49,238
Hans L Eicholz (Senior Fellow) $154,127 $49,463
Steven D Ealy (Senior Fellow) $152,200 $48,900
Christine D Henderson (Senior Fellow) $150,971 $38,896
Patricia A Gallagher (Vp Of Publishing(retired 1/18)) $130,849 $25,751
Stephanie L Kaufman (Asst Secretary/Asst To Pres.) $63,895 $8,624
Ben A Rast (Dir. & Co Chairman) $56,337 $471
Dane Starbuck (Dir. & Co Chairman) $56,337 $471
Nathan Feltman (Director, Chairman (El. 3/18)) $44,167 $9,876
Terry W Anker (Director) $43,500 $611
Joanne W Shepler (Asst Sec/Hr Mgr (Retired 8/17)) $42,630 $8,743
Mary A O'grady (Director) $42,000 $471
Richard W Duesenberg (Director Emeritus) $41,000 $425
Luis H Ball (Director) $40,500 $471
Joseph F Johnston (Director (Retired 3/18)) $38,000 $425
T Alan Russell (Director Emeritus) $36,000 $0
Roseda D Decker (Director Emeritus (End 8/17)) $12,000 $0
+ View more people

Document Links

990-PF
Filed on Sept. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML
990-T

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

PDF

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,464,143
Expenses
$21,410,323
Net Income
$28,053,820
Net Assets
$315,248,640
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,699,925
19.6%
Interest Revenue $9,684
0.0%
Dividends $9,119,918
18.4%
Sales of Assets $30,350,543
61.4%
Other Income $284,073
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,150,088
94.1%
Compensation of Officers* $1,745,992
8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $339,259,120
Total Liabilities $24,010,480
Net Assets $315,248,640
Compensation
Key Employees and Officers Compensation Other
Emilio J Pacheco (Director, President, & Ceo) $339,521 $58,524
Douglas J Den Uyl (Vp Of Educational Programs) $285,700 $64,051
Sandra J Schaller (Vp & Controller, Sec Treasurer) $220,312 $60,766
James F Cote (Dir Of Info Systems) $180,500 $47,368
Patricia A Gallagher (Vp Of Publishing) $173,862 $37,015
David M Hart (Dir Online Library) $155,429 $49,611
Hans L Eicholz (Senior Fellow) $150,875 $50,283
Steven D Ealy (Senior Fellow) $149,200 $50,520
Christine D Henderson (Senior Fellow) $145,474 $38,683
Joanne W Shepler (Asst Sec, Admin Svcs & Hr Mgr) $101,116 $23,880
Ben A Rast (Director & Co Chairman) $58,004 $1,873
Dane Starbuck (Director & Co Chairman) $58,004 $442
Terry W Anker (Director) $44,000 $1,072
Richard W Duesenberg (Director) $42,000 $347
Joseph F Johnston (Director) $42,000 $347
Mary A O'grady (Director) $42,000 $372
Roseda D Decker (Director Emeritus) $36,000 $0
T Alan Russell (Director Emeritus) $36,000 $2,160
Nathan Feltman (Director) $9,500 $62
Luis H Ball (Director) $7,000 $62
+ View more people

Document Links

990-PF
Filed on Sept. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,849,754
Expenses
$23,317,599
Net Income
-$5,467,845
Net Assets
$287,194,820
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,950,521
16.5%
Interest Revenue $5,515
0.0%
Dividends $7,003,767
39.2%
Sales of Assets $7,599,502
42.6%
Other Income $290,449
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,781,422
89.1%
Compensation of Officers* $2,575,601
11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $296,605,274
Total Liabilities $9,410,454
Net Assets $287,194,820
Compensation
Key Employees and Officers Compensation Other
Chris L Talley (Dir, Pres & Ceo Through Feb 16) $547,090 $54,879
Emilio J Pacheco (Director, Evp, & Coo) $329,382 $58,346
Douglas J Den Uyl (Vp Of Educational Programs) $278,400 $62,007
T Alan Russell (Director And Chairman) $263,607 $4,311
Sandra J Schaller (Vp & Controller, Sec Treasurer) $215,340 $59,378
James F Cote (Dir Of Info Systems) $177,000 $46,252
Patricia A Gallagher (Vp Of Publishing) $170,847 $35,897
David M Hart (Dir Online Library) $151,900 $48,417
Hans L Eicholz (Sr Fellow) $147,736 $49,080
Steven D Ealy (Sr Fellow) $146,931 $49,141
Christine D Henderson (Sr Fellow) $142,602 $37,752
Joanne W Shepler (Asst Sec, Admin Svcs & Hr Mgr) $98,282 $24,708
Ben A Rast (Director & Co Chairman) $50,845 $379
Terry W Anker (Director) $49,000 $379
Dane Starbuck (Director & Co Chairman) $46,345 $2,824
Richard W Duesenberg (Director) $43,000 $488
Joseph F Johnston (Director) $43,000 $488
Mary A O'grady (Director) $43,000 $379
Giancarlo Ibrgen S (Director Through Mar 2016) $39,000 $0
Roseda D Decker (Director Emeritus) $36,000 $0
Richard A Ware (Dir Emeritus Through Oct 2015) $18,000 $0
+ View more people

Document Links

990-PF
Filed on Sept. 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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

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

PDF

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,718,202
Expenses
$21,806,889
Net Income
$2,911,313
Net Assets
$292,662,665
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,798
0.0%
Interest Revenue $2,814
0.0%
Dividends $6,916,680
28.0%
Sales of Assets $17,431,420
70.5%
Other Income $360,490
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,396,479
88.9%
Compensation of Officers* $2,668,205
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $296,174,331
Total Liabilities $3,511,666
Net Assets $292,662,665
Compensation
Key Employees and Officers Compensation Other
Chris L Talley (Director, President & Ceo) $474,407 $58,558
T Alan Russell (Director And Chairman) $434,923 $1,550
Emilio J Pacheco (Executive Vice President & Coo) $316,558 $55,910
Douglas J Den Uyl (Vp Of Educational Programs) $269,100 $60,918
Sandra J Schaller (Vp & Controller, Sec Treasurer) $208,938 $55,918
James F Cote (Dir Of Info Systems) $171,000 $43,482
Patricia A Gallagher (Vp Of Publishing) $167,442 $39,430
David M Hart (Dir Online Library) $147,500 $45,254
Hans L Eicholz (Sr Fellow) $144,034 $45,324
Steven D Ealy (Sr Fellow) $142,068 $45,355
Christine D Henderson (Sr Fellow) $136,681 $35,550
Joanne W Shepler (Asst Sec, Admin Svcs & Hr Mgr) $95,488 $31,374
Terry W Anker (Director) $41,500 $10,135
Richard W Duesenberg (Director) $41,500 $453
Giancarlo Ibrgen S (Director) $41,500 $0
Joseph F Johnston (Director) $41,500 $453
Mary A O'grady (Director) $41,500 $321
Ben A Rast (Director) $41,500 $321
Dane Starbuck (Director) $41,500 $3,055
Roseda D Decker (Director Emeritus) $36,000 $0
Richard A Ware (Director Emeritus) $36,000 $0
Leonard P Liggio (Director) $20,000 $453
+ View more people

Document Links

990-PF
Filed on Sept. 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
990-T

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

PDF

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,460,077
Expenses
$22,204,112
Net Income
$19,255,965
Net Assets
$289,751,352
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,110
0.0%
Interest Revenue $2,216
0.0%
Dividends $6,558,761
15.8%
Sales of Assets $34,461,861
83.1%
Other Income $435,129
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,847,623
89.4%
Compensation of Officers* $2,681,754
12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $289,757,081
Total Liabilities $5,729
Net Assets $289,751,352
Compensation
Key Employees and Officers Compensation Other
Chris L Talley (Director, President & Ceo) $460,379 $75,100
T Alan Russell (Director And Chairman) $413,649 $833
Emilio J Pacheco (Executive Vice President & Coo) $310,287 $59,642
Douglas J Den Uyl (Vp Of Educational Programs) $255,000 $68,357
Sandra J Schaller (Vp & Controller, Treasurer) $202,827 $56,552
James F Cote (Dir Of Info Systems) $165,200 $44,256
Patricia A Gallagher (Vp Of Publishing) $162,470 $47,845
David M Hart (Dir Online Library) $143,300 $47,084
Hans L Eicholz (Sr Fellow) $140,826 $45,929
Steven D Ealy (Sr Fellow) $139,732 $48,831
Christine D Henderson (Sr Fellow) $133,006 $35,824
Joanne W Shepler (Asst Sec, Admin Svcs & Hr Mgr) $91,910 $32,249
Terry W Anker (Director) $43,900 $8,361
Richard W Duesenberg (Director) $39,000 $802
Joseph F Johnston (Director) $39,000 $802
Mary A O'grady (Director) $39,000 $543
Ben A Rast (Director) $39,000 $543
Dane Starbuck (Director) $39,000 $2,372
Giancarlo Ibrgen S (Director) $38,500 $543
Leonard P Liggio (Director) $38,500 $802
Theodore R Malloch May 13 Feb 14 (Director) $38,400 $452
Roseda D Decker (Director Emeritus) $36,000 $0
Richard A Ware (Director Emeritus) $36,000 $0
George W Carey Resigned May 2013 (Director) $3,000 $134
+ View more people

Document Links

990-PF
Filed on Sept. 12, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,602,321
Expenses
$22,236,764
Net Income
-$1,634,443
Net Assets
$270,495,387
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $791,105
3.8%
Interest Revenue $4,567
0.0%
Dividends $6,289,260
30.5%
Sales of Assets $13,054,715
63.4%
Other Income $462,674
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,984,623
89.9%
Compensation of Officers* $2,643,619
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $270,505,361
Total Liabilities $9,974
Net Assets $270,495,387

Document Links

990-PF
Filed on Nov. 14, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,083,743
Expenses
$22,052,526
Net Income
$3,031,217
Net Assets
$272,129,830
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,940
0.0%
Interest Revenue $8,084
0.0%
Dividends $5,563,358
22.2%
Sales of Assets $19,032,222
75.9%
Other Income $476,139
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,725,813
89.4%
Compensation of Officers* $2,533,306
11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $272,141,219
Total Liabilities $11,389
Net Assets $272,129,830

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2011

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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
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-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

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

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

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

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending April
2001

No Extracted Financial Data

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

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.
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