Heritage Fund Of Bartholomew County Inc

Heritage Fund-the Community Foundat
  • Columbus, IN
  • Tax exemption issued: Aug. 1975
  • EIN: 35-1343903

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Community Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2025 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.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,722,235
Expenses
$8,226,853
Net Income
$6,495,382
Net Assets
$111,116,173
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,635,398
58.7%
Program Services $55,003
0.4%
Investment Income $5,210,352
35.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $821,482
5.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $256,811
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $502,433
6.1%
Assets/Debt
Total Assets $128,030,247
Total Liabilities $16,914,074
Net Assets $111,116,173
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo - Part Year) $122,500 $0 $7,350
Edith Blakeslee (President & Ceo - Part Year) $120,625 $0 $6,338
Kristin Munn (Employee) $117,520 $0 $7,051
Stephanie Seaborne (Employee) $100,680 $0 $6,041
Aida Ramirez (Director) $0 $0 $0
Anuja Mazgaonkar (Director) $0 $0 $0
Brad Davis (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Chad Phillips (Director) $0 $0 $0
Courtney Metzger (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Jeff Wiltrout (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
John Whittington (Director) $0 $0 $0
Johnnie Edwards (Director) $0 $0 $0
Katie Glick (Director) $0 $0 $0
Lora Mount (Director) $0 $0 $0
Mandy Wyant (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Mary Ferdon (Director) $0 $0 $0
Nicholas Sprague (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Sarla Kalsi (Director) $0 $0 $0
Steve Baker (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
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990
Filed on Aug. 18, 2026

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

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Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,015,349
Expenses
$8,756,719
Net Income
$1,258,630
Net Assets
$96,268,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,249,997
62.4%
Program Services $0
Investment Income $4,252,459
42.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$499,607
Net Inventory Sales $0
Other Revenue $12,500
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $214,204
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $458,311
5.2%
Assets/Debt
Total Assets $110,312,886
Total Liabilities $14,044,481
Net Assets $96,268,405
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $202,000 $0 $12,204
Kristin Munn (Employee) $113,000 $0 $13,924
Aida Ramirez (Director) $0 $0 $0
Anuja Mazgaonkar (Director) $0 $0 $0
Brad Davis (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Courtney Metzger (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Jeff Wiltrout (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
John Whittington (Director) $0 $0 $0
Johnnie Edwards (Director) $0 $0 $0
Kathy Oren (Director) $0 $0 $0
Katie Glick (Director) $0 $0 $0
Lora Mount (Director) $0 $0 $0
Maggie Kamman (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Mary Ferdon (Director) $0 $0 $0
Nicholas Sprague (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Sarla Kalsi (Director) $0 $0 $0
Steve Baker (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Tracy Haddad (Director) $0 $0 $0
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990
Filed on Aug. 15, 2025

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

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Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,729,076
Expenses
$8,864,458
Net Income
$864,618
Net Assets
$86,808,820
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,318,772
64.9%
Program Services $0
Investment Income $3,181,332
32.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $200,491
2.1%
Net Inventory Sales $0
Other Revenue $28,481
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $204,037
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $413,054
4.7%
Assets/Debt
Total Assets $99,398,224
Total Liabilities $12,589,404
Net Assets $86,808,820
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $192,400 $0 $11,637
Aida Ramirez (Director) $0 $0 $0
Anuja Mazgaonkar (Director) $0 $0 $0
Brad Davis (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Courtney Metzger (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Jim Bickel (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
Johnnie Edwards (Director) $0 $0 $0
Johnny Tsai (Director) $0 $0 $0
Kathy Oren (Director) $0 $0 $0
Katie Glick (Director) $0 $0 $0
Lora Mount (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Nicholas Sprague (Director) $0 $0 $0
Phil Luzius (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Sarla Kalsi (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Tracy Haddad (Director) $0 $0 $0
Alice Johnson (Chair) $0 $0 $0
Lori Thompson (Vice Chair) $0 $0 $0
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990
Filed on Aug. 13, 2024

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

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Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,883,686
Expenses
$5,716,195
Net Income
$9,167,491
Net Assets
$77,386,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,951,508
73.6%
Program Services $0
Investment Income $2,598,701
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,320,977
8.9%
Net Inventory Sales $0
Other Revenue $12,500
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $193,325
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $428,536
7.5%
Assets/Debt
Total Assets $88,643,891
Total Liabilities $11,257,288
Net Assets $77,386,603
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $185,000 $0 $8,325
Kristin Munn (Employee) $102,005 $0 $5,480
Aida Ramirez (Director) $0 $0 $0
Anuja Mazgaonkar (Director) $0 $0 $0
Brad Davis (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Jim Bickel (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Johnnie Edwards (Director) $0 $0 $0
Johnny Tsai (Director) $0 $0 $0
Katie Glick (Director) $0 $0 $0
Lora Mount (Director) $0 $0 $0
Lori Thompson (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Nicholas Sprague (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Sarla Kalsi (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Tracy Haddad (Director) $0 $0 $0
Alice Johnson (Chair) $0 $0 $0
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990
Filed on Aug. 28, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,809,715
Expenses
$6,636,106
Net Income
$3,173,609
Net Assets
$83,070,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,721,459
27.7%
Program Services $0
Investment Income $4,258,345
43.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,817,043
28.7%
Net Inventory Sales $0
Other Revenue $12,868
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $189,210
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $363,268
5.5%
Assets/Debt
Total Assets $96,647,351
Total Liabilities $13,577,034
Net Assets $83,070,317
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $178,500 $0 $10,710
Matthew Kirr (Chair) $0 $0 $0
Alice Johnson (Vice Chair) $0 $0 $0
Michelle Schaefer (Treasurer) $0 $0 $0
John Elwood (Secretary) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
Lori Thompson (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Norbert Nusterer (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Tracy Haddad (Director) $0 $0 $0
Lora Mount (Director) $0 $0 $0
Johnny Tsai (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
Jarvis Cooper (Director) $0 $0 $0
Jim Bickel (Director) $0 $0 $0
Brad Davis (Director) $0 $0 $0
Johnnie Edwards (Director) $0 $0 $0
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990
Filed on Aug. 30, 2022

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

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Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,114,759
Expenses
$4,199,751
Net Income
$6,915,008
Net Assets
$76,226,153
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,886,260
53.0%
Program Services $0
Investment Income $2,213,351
19.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,002,448
27.0%
Net Inventory Sales $0
Other Revenue $12,700
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $185,500
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $354,107
8.4%
Assets/Debt
Total Assets $88,845,797
Total Liabilities $12,619,644
Net Assets $76,226,153
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $175,000 $0 $10,500
Tom Vujovich (Treasurer) $0 $0 $0
Matthew Kirr (Chair) $0 $0 $0
Alice Johnson (Secretary) $0 $0 $0
Tony Gambaiani (Vice Chair) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
John Elwood (Director) $0 $0 $0
Wendy Elwood (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Laura Leonard (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
Lori Thompson (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Michelle Schaefer (Director) $0 $0 $0
Norbert Nusterer (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Diane Doup (Director) $0 $0 $0
Jeff Brown (Director) $0 $0 $0
Tracy Haddad (Director) $0 $0 $0
Lora Mount (Director) $0 $0 $0
Johnny Tsai (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
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990
Filed on Aug. 27, 2021

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

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Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,858,136
Expenses
$5,772,496
Net Income
$1,085,640
Net Assets
$65,929,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,905,916
57.0%
Program Services $0
Investment Income $2,134,613
31.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $805,078
11.7%
Net Inventory Sales $0
Other Revenue $12,529
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $179,614
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $293,907
5.1%
Assets/Debt
Total Assets $77,779,031
Total Liabilities $11,849,533
Net Assets $65,929,498
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $169,447 $0 $10,167
Matthew Kirr (Vice-chair) $0 $0 $0
Tom Vujovich (Treasurer) $0 $0 $0
Alice Johnson (Secretary) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Tobi Herron (Director) $0 $0 $0
Dave Barker (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Laura Leonard (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
Norbert Nusterer (Director) $0 $0 $0
Wendy Elwood (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
Victoria Craig Griffin (Director) $0 $0 $0
Amit Patel (Director) $0 $0 $0
Johnny Tsai (Director) $0 $0 $0
John Elwood (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Jim Bickel (Director) $0 $0 $0
Jarvis Cooper (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
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990
Filed on Aug. 31, 2020

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

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Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,969,381
Expenses
$6,211,686
Net Income
-$242,305
Net Assets
$56,308,643
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,136,829
52.5%
Program Services $0
Investment Income $2,865,814
48.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$45,990
Net Inventory Sales $0
Other Revenue $12,728
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $169,251
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $252,243
4.1%
Assets/Debt
Total Assets $67,185,037
Total Liabilities $10,876,394
Net Assets $56,308,643
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $159,704 $0 $9,547
Tony M Gambaiani (Chair) $0 $0 $0
Tom Harmon (Vice-chair) $0 $0 $0
Tom Vujovich (Treasurer) $0 $0 $0
Alice Johnson (Director) $0 $0 $0
Dave Barker (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
Jim Bickel (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Jarvis Cooper (Director) $0 $0 $0
Diane Doup (Director) $0 $0 $0
John Elwood (Director) $0 $0 $0
Wendy Elwood (Director) $0 $0 $0
Victoria Craig Griffin (Director) $0 $0 $0
Tobi Herron (Director) $0 $0 $0
Reinhold Hill (Director) $0 $0 $0
Matthew Kirr (Director) $0 $0 $0
Laura Leonard (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Norbert Nusterer (Director) $0 $0 $0
Amit Patel (Director) $0 $0 $0
Jim Roberts (Director) $0 $0 $0
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990
Filed on Aug. 26, 2019

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

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Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,927,505
Expenses
$4,922,137
Net Income
$2,005,368
Net Assets
$62,183,574
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,781,697
54.6%
Program Services $0
Investment Income $1,986,317
28.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,146,963
16.6%
Net Inventory Sales $0
Other Revenue $12,528
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $168,010
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $253,590
5.2%
Assets/Debt
Total Assets $73,869,429
Total Liabilities $11,685,855
Net Assets $62,183,574
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $158,500 $0 $9,510
Tom Vujovich (Treasurer) $0 $0 $0
Tom Harmon (Chair) $0 $0 $0
Jarvis Cooper (Director) $0 $0 $0
Tony M Gambaiani (Vice-chair) $0 $0 $0
Ro Whittington (Director) $0 $0 $0
Jim Bickel (Director) $0 $0 $0
John A Elwood (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Matthew D Kirr (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Alice Johnson (Director) $0 $0 $0
Diane Doup (Director) $0 $0 $0
Wendy Elwood (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Victoria Craig Griffin (Director) $0 $0 $0
Tobi Herron (Director) $0 $0 $0
Laura Leonard (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Felipe Martinez (Director) $0 $0 $0
Norbert Nusterer (Director) $0 $0 $0
Dave Barker (Director) $0 $0 $0
Amit Patel (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
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990
Filed on Aug. 9, 2018

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

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Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,645,454
Expenses
$4,816,377
Net Income
$829,077
Net Assets
$54,915,199
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,158,456
73.7%
Program Services $0
Investment Income $1,621,982
28.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$147,016
Net Inventory Sales $0
Other Revenue $12,032
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $159,093
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $244,681
5.1%
Assets/Debt
Total Assets $65,957,189
Total Liabilities $11,041,990
Net Assets $54,915,199
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $150,000 $0 $9,093
Kevina Schumaker (Vice-chair) $0 $0 $0
Tom Vujovich (Treasurer) $0 $0 $0
Tom Harmon (Chair) $0 $0 $0
Angie May (Secretary) $0 $0 $0
Dave Barker (Director) $0 $0 $0
Pat Ward (Director) $0 $0 $0
John Roberts (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Jim Lienhoop (Director) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Nobu Nakajima (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Jarvis Cooper (Director) $0 $0 $0
James D Bickel (Director) $0 $0 $0
Diane Doup (Director) $0 $0 $0
Alice Johnson (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Matthew D Kirr (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
John A Elwood (Director) $0 $0 $0
Laura Hurt (Director) $0 $0 $0
Ro Whittington (Director) $0 $0 $0
Tony M Gambaiani (Director) $0 $0 $0
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990
Filed on Aug. 29, 2017

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

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Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,964,927
Expenses
$4,965,736
Net Income
$2,999,191
Net Assets
$51,182,229
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,683,994
71.4%
Program Services $0
Investment Income $1,725,948
21.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $543,053
6.8%
Net Inventory Sales $0
Other Revenue $11,932
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $153,356
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $253,447
5.1%
Assets/Debt
Total Assets $61,791,510
Total Liabilities $10,609,281
Net Assets $51,182,229
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $144,675 $0 $8,681
Kevina Schumaker (Chairman) $0 $0 $0
Jesse Brand (Secretary) $0 $0 $0
Tom Vujovich (Treasurer) $0 $0 $0
Diane Doup (Director) $0 $0 $0
Jarvis Cooper (Director) $0 $0 $0
Laura Hurt (Director) $0 $0 $0
Tony M Gambaiani (Director) $0 $0 $0
Dave Barker (Director) $0 $0 $0
John B Quick (Director) $0 $0 $0
Angie May (Director) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Mark Levett (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Nobu Nakajima (Director) $0 $0 $0
Pat Ward (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Kristen Brown (Director) $0 $0 $0
Ro Whittington (Director) $0 $0 $0
Alice Johnson (Director) $0 $0 $0
John Burnett (Director) $0 $0 $0
Matthew D Kirr (Director) $0 $0 $0
Mark Elwood (Director) $0 $0 $0
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Document Links

990
Filed on July 19, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,080,999
Expenses
$4,798,868
Net Income
-$717,869
Net Assets
$49,927,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,158,047
52.9%
Program Services $0
Investment Income $1,779,451
43.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $131,780
3.2%
Net Inventory Sales $0
Other Revenue $11,721
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $149,116
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $246,674
5.1%
Assets/Debt
Total Assets $62,785,239
Total Liabilities $12,857,430
Net Assets $49,927,809
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $140,675 $0 $8,441
John Burnett (Director) $0 $0 $0
Jesse Brand (Secretary) $0 $0 $0
Ryan Hou (Director) $0 $0 $0
Mickey Kim (Vice Chairman) $0 $0 $0
Mark Elwood (Director) $0 $0 $0
Rich Freeland (Director) $0 $0 $0
Kevina Schumaker (Chairman) $0 $0 $0
Dave Barker (Director) $0 $0 $0
Angie May (Director) $0 $0 $0
John B Quick (Director) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Tony M Gambaiani (Director) $0 $0 $0
Kristen Brown (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Nobu Nakajima (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Pat Ward (Director) $0 $0 $0
Ro Whittington (Director) $0 $0 $0
Laura Hurt (Director) $0 $0 $0
Joseph Mathew (Director) $0 $0 $0
Tom Vujovich (Treasurer) $0 $0 $0
Diane Doup (Director) $0 $0 $0
Kelly Benjamin (Director) $0 $0 $0
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990
Filed on Aug. 10, 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
$4,938,967
Expenses
$3,876,381
Net Income
$1,062,586
Net Assets
$48,090,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,759,770
55.9%
Program Services $13,580
0.3%
Investment Income $950,757
19.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,204,574
24.4%
Net Inventory Sales $0
Other Revenue $10,286
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $145,847
3.8%
Professional Fundraising Fees $0
Other Salaries and Wages $235,690
6.1%
Assets/Debt
Total Assets $61,003,258
Total Liabilities $12,912,269
Net Assets $48,090,989
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tracy Souza (President & Ceo) $137,917 $0 $7,930
Jeffrey N Brown (Director) $0 $0 $0
John Burnett (Treasurer) $0 $0 $0
Lynne Maguire (Director) $0 $0 $0
Jesse Brand (Secretary) $0 $0 $0
Ryan Hou (Director) $0 $0 $0
Mickey Kim (Chair) $0 $0 $0
Lorraine Smith (Director) $0 $0 $0
Mark Elwood (Director) $0 $0 $0
Rich Freeland (Director) $0 $0 $0
Kevina Schumaker (Vice Chair) $0 $0 $0
Dave Barker (Director) $0 $0 $0
Angie May (Director) $0 $0 $0
John B Quick (Director) $0 $0 $0
Brian Russell (Director) $0 $0 $0
Brian Hannasch (Director) $0 $0 $0
Tony M Gambaiani (Director) $0 $0 $0
Kristen Brown (Director) $0 $0 $0
Tom Harmon (Director) $0 $0 $0
Carl Lienhoop (Director) $0 $0 $0
Nobu Nakajima (Director) $0 $0 $0
Mark Stewart (Director) $0 $0 $0
Pat Ward (Director) $0 $0 $0
Ro Whittington (Director) $0 $0 $0
Laura Hurt (Director) $0 $0 $0
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990
Filed on Sept. 18, 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
$5,714,990
Expenses
$2,445,794
Net Income
$3,269,196
Net Assets
$40,822,828
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,557,547
79.7%
Program Services $0
Investment Income $1,127,804
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,296
0.3%
Net Inventory Sales $0
Other Revenue $10,343
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $147,764
6.0%
Professional Fundraising Fees $0
Other Salaries and Wages $226,220
9.2%
Assets/Debt
Total Assets $53,196,116
Total Liabilities $12,373,288
Net Assets $40,822,828

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
$3,149,564
Expenses
$3,822,597
Net Income
-$673,033
Net Assets
$36,520,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,238,850
71.1%
Program Services $0
Investment Income $1,022,779
32.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$121,932
Net Inventory Sales $0
Other Revenue $9,867
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $152,863
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $244,690
6.4%
Assets/Debt
Total Assets $45,224,670
Total Liabilities $8,704,538
Net Assets $36,520,132

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

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

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

990

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

PDF

About This Data

What Is This Data?

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

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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 »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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