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Ball State University Foundation

  • Muncie, IN
  • Tax-exempt since Oct. 1953
  • EIN: 35-6024566

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: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$20M (2023)

Expenses
$24.9M (2023)

Total Assets
$343M (2023)

Total Liabilities
$17.6M (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,014,598
Expenses
$24,909,610
Net Income
-$4,895,012
Net Assets
$325,789,885
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,855,265
99.2%
Program Services $123,990
0.6%
Investment Income $990,109
4.9%
Bond Proceeds $0
Royalties $43,913
0.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$998,679
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $560,195
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $4,560,317
18.3%
Assets/Debt
Total Assets $343,394,231
Total Liabilities $17,604,346
Net Assets $325,789,885
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jean Kramer Crosby (President) $255,420 $0 $30,811
David Mark Helmus (Chief Advancement Officer) $211,020 $0 $28,023
Donald Ray Allen (Vp Of Development) $201,383 $0 $20,893
Stephen Wachtmann (Avp Of Finance & Treasurer) $152,337 $0 $27,410
Carmella Hise (Avp For Development) $134,855 $0 $13,804
Lola Mauer (Avp For Alumni Engagement) $129,922 $0 $17,711
Mary Se Rine (Sr Exec Dir Of Advancement) $101,434 $0 $6,174
Beth Alexander (Assistant Secretary) $84,544 $0 $9,672
Geoffrey Mearns (Ex Officio Vice Chair & Pres.) $0 $514,908 $58,184
Alan Finn (Vp Of Finance & Treasurer) $0 $281,674 $30,322
Vince M Bertram (Board Member) $0 $0 $0
Michelle A Ryan (Board Member) $0 $0 $0
Timothy M Andrews (Board Member) $0 $0 $0
Katherine A Arbuckle (Board Member) $0 $0 $0
Thomas B Bryan (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
E Renae Conley (Board Member) $0 $0 $0
W Craig Dobbs (Board Member) $0 $0 $0
Katherine M Doerksen (Board Member) $0 $0 $0
Donald D Dumoulin Ii (Board Member) $0 $0 $0
Eric J Foss (Board Member) $0 $0 $0
Julie K Griffith (Board Member) $0 $0 $0
Jo Ann M Gora (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
Sheri L Kendall (Board Member) $0 $0 $0
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990
Filed on March 30, 2024

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

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XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,102,530
Expenses
$25,599,448
Net Income
$13,503,082
Net Assets
$308,312,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,222,749
92.6%
Program Services $0
Investment Income $558,461
1.4%
Bond Proceeds $0
Royalties $59,787
0.2%
Rental Property Income $0
Net Fundraising -$4,268
Sales of Assets $2,211,946
5.7%
Net Inventory Sales $0
Other Revenue $53,855
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $520,291
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $4,312,982
16.8%
Assets/Debt
Total Assets $327,636,932
Total Liabilities $19,324,740
Net Assets $308,312,192
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jean Kramer Crosby (President) $252,498 $0 $30,258
David Mark Helmus (Chief Advancement Officer) $210,084 $0 $27,473
Donald Ray Allen (Vice President Of Development) $179,323 $0 $17,299
Stephen Wachtmann (Avp Of Finance And Treasurer) $145,467 $0 $26,191
James Acton (President Of Alumni Assoc.) $144,314 $0 $13,475
Carmella Hise (Avp For Development) $133,139 $0 $13,095
Lola Mauer (Avp For Alumni Engagment) $124,321 $0 $14,394
Beth Alexander (Assistant Secretary) $58,149 $0 $7,728
Geoffrey Mearns (Ex Officio Vice Chair & Pres.) $0 $490,682 $55,302
Alan Finn (Vp Of Finance And Treasurer) $0 $276,933 $24,360
Katherine A Arbuckle (Board Member) $0 $0 $0
Vince M Bertram (Board Member) $0 $0 $0
Kenneth R Briner (Board Member) $0 $0 $0
Thomas B Bryan (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
E Renae Conley (Board Member) $0 $0 $0
W Craig Dobbs (Board Member) $0 $0 $0
Donald D Dumoulin Ii (Board Member) $0 $0 $0
Eric J Foss (Board Member) $0 $0 $0
Julie K Griffith (Board Member) $0 $0 $0
Jo Ann M Gora (Board Member) $0 $0 $0
Jorge R Gutierrez (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
David W Heeter (Board Member) $0 $0 $0
Sheri L Kendall (Board Member) $0 $0 $0
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990
Filed on May 11, 2023

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

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Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,478,867
Expenses
$24,559,056
Net Income
$10,919,811
Net Assets
$313,184,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,335,203
94.0%
Program Services $0
Investment Income $402,074
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $110,684
0.3%
Sales of Assets $1,630,906
4.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $421,714
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,637,849
14.8%
Assets/Debt
Total Assets $330,356,166
Total Liabilities $17,171,758
Net Assets $313,184,408
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jean Kramer Crosby (President) $244,989 $0 $29,001
David Mark Helmus (Chief Advancement Officer) $215,106 $0 $27,591
Thomas Heck Left 072020 (Chief Investment Officer) $137,598 $0 $19,249
Stephen Wachtmann (Assoc Vp Of Finance&Treasurer) $123,560 $0 $21,983
Jacob Logan (Former President) $101,392 $0 $7,537
Beth Alexander (Assistant Secretary) $2,071 $0 $110
Geoffrey Mearns (Vice Chair And President) $0 $498,600 $56,357
Alan Finn (Vp Of Finance And Treasurer) $0 $285,537 $24,237
James Acton (Senior Associate Vp Alumni Eng) $0 $152,135 $14,348
Patrick Alderdice (Board Member) $0 $0 $0
Katherine Arbuckle (Board Member) $0 $0 $0
Vince Bertram (Board Member) $0 $0 $0
Kenneth Briner (Board Member) $0 $0 $0
Thomas Bryan (Board Member) $0 $0 $0
Marsha Casey (Board Member) $0 $0 $0
E Renae Conley (Board Member) $0 $0 $0
Martha De Laurentiis (Board Member) $0 $0 $0
W Craig Dobbs (Board Member) $0 $0 $0
Donald Dumoulin Ii (Board Member) $0 $0 $0
Jo Ann Gora (Board Member) $0 $0 $0
Julie Griffith (Secretary) $0 $0 $0
Jorge Gutierrez (Board Member) $0 $0 $0
Charles Harper (Board Member) $0 $0 $0
David Heeter (Board Member) $0 $0 $0
Sheri Kendall (Board Member) $0 $0 $0
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990
Filed on May 13, 2022

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

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XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,627,270
Expenses
$21,926,252
Net Income
$3,701,018
Net Assets
$238,446,504
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,236,059
94.6%
Program Services $0
Investment Income $45,009
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $125,484
0.5%
Sales of Assets $1,220,718
4.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $724,354
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,476,786
15.9%
Assets/Debt
Total Assets $262,845,495
Total Liabilities $24,398,991
Net Assets $238,446,504
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Heck (Treasurer) $203,599 $0 $31,092
David Mark Helmus (Senior Vp For Development) $196,241 $0 $24,200
Jean K Crosby Started 520 (President) $192,196 $0 $23,703
Jacob Logan Left 520 (President) $141,534 $0 $12,032
Sylvia Ewert (Assistant Secretary) $50,805 $0 $8,539
Geoffrey Mearns (Ex Officio Vice Chair) $0 $515,574 $50,236
Bernard Hannon (Board Member) $0 $157,003 $26,048
Alan Finn (Vp Bus Affairs And Treasurer) $0 $103,192 $7,288
Randall E Pond (Chair) $0 $0 $0
Marla Templeton (Chair Elect) $0 $0 $0
Patrick Alderdice (Board Member) $0 $0 $0
Kenneth Briner (Board Member) $0 $0 $0
Thomas Bryan (Board Member) $0 $0 $0
Marsha Casey (Board Member) $0 $0 $0
Martha De Laurentiis (Board Member) $0 $0 $0
W Craig Dobbs (Board Member) $0 $0 $0
Donald Dumoulin Ii (Board Member) $0 $0 $0
E Renae Conley (Board Member) $0 $0 $0
Julie Griffith (Board Member) $0 $0 $0
Jorge Gutierrez (Board Member) $0 $0 $0
Thomas Kinghorn (Board Member) $0 $0 $0
Charles Harper (Board Member) $0 $0 $0
James Lintzenich (Board Member) $0 $0 $0
David Heeter (Board Member) $0 $0 $0
Michael Mcdaniel (Board Member) $0 $0 $0
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990
Filed on May 13, 2021

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

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PDF XML
990-T

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

PDF

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,910,153
Expenses
$26,786,738
Net Income
-$5,876,585
Net Assets
$231,427,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,958,454
90.7%
Program Services $0
Investment Income $210,518
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $203,908
1.0%
Sales of Assets $1,537,273
7.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $637,318
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,793,170
14.2%
Assets/Debt
Total Assets $254,500,113
Total Liabilities $23,072,770
Net Assets $231,427,343
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David Mark Helmus (Senior Vp For Development) $201,361 $0 $16,165
Thomas Heck (Chief Investment Officer) $200,991 $0 $30,708
Cheri O'neill (Former President & Ceo) $175,519 $0 $20,974
Jean K Crosby (Interim President) $171,645 $0 $3,008
Tracy L Curtis Left 419 (Treasurer & Vp For Finance) $141,414 $0 $25,581
Carolyn S Young (Assistant Secretary) $54,562 $0 $9,409
Randall E Pond (Chair) $0 $0 $0
Marla K Templeton (Vice Chair) $0 $0 $0
Anthony W Smith (Immediate Past Chair) $0 $0 $0
Patrick J Alderdice (Board Member) $0 $0 $0
Thomas C Bracken (Board Member) $0 $0 $0
Kenneth R Briner (Board Member) $0 $0 $0
Thomas B Bryan (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
E Renae Conley (Board Member) $0 $0 $0
Martha S De Laurentiis (Board Member) $0 $0 $0
W Craig Dobbs (Board Member) $0 $0 $0
Donald D Dumoulin Ii (Board Member) $0 $0 $0
Julie K Griffith (Board Member) $0 $0 $0
Jorge Gutierrez (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
Bernard M Hannon (Board Member) $0 $284,207 $44,919
Charles H Harper (Board Member) $0 $0 $0
Dave W Heeter (Board Member) $0 $0 $0
Sheri Kendall (Board Member) $0 $0 $0
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990
Filed on June 18, 2020

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

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PDF XML
990-T

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

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,637,040
Expenses
$26,740,003
Net Income
-$2,102,963
Net Assets
$225,998,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,021,512
81.3%
Program Services $0
Investment Income $50,434
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $101,806
0.4%
Sales of Assets $4,463,288
18.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,526,644
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,912,446
10.9%
Assets/Debt
Total Assets $251,860,304
Total Liabilities $25,861,543
Net Assets $225,998,761
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheri O'neill (President & Ceo) $254,686 $0 $31,344
Thomas Heck (Chief Investment Officer) $201,567 $0 $31,243
David Mark Helmus (Senior Vp For Development) $197,375 $0 $14,582
Jeffrey R Lang Left 112017 (Treasurer & Exc Vp For Finance) $193,327 $0 $29,695
Tracy L Curtis (Treasurer & Vp For Finance) $113,398 $0 $21,000
Jean Crosby (Interim President) $113,326 $0 $15,000
Jennifer Goins Left 62018 (Avp For Alumni Programs) $104,155 $0 $1,968
Anthony W Smith (Chair) $0 $0 $0
Randall E Pond (Vice Chair) $0 $0 $0
Marla K Templeton (Secretary) $0 $0 $0
Patrick J Alderdice (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
Katherine A Arbuckle (Board Member) $0 $0 $0
E Renae Conley (Board Member) $0 $0 $0
Thomas C Bracken (Board Member) $0 $0 $0
Martha S Delaurentiis (Board Member) $0 $0 $0
Kenneth R Briner (Board Member) $0 $0 $0
W Craig Dobbs (Board Member) $0 $0 $0
Thomas B Bryan (Board Member) $0 $0 $0
Donald D Dumoulin Ii (Board Member) $0 $0 $0
Julie K Griffith (Board Member) $0 $0 $0
Dave W Heeter (Board Member) $0 $0 $0
Jorge Gutierrez (Board Member) $0 $0 $0
Sheri Kendall (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
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990
Filed on May 14, 2019

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

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PDF XML
990-T

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,276,092
Expenses
$21,207,702
Net Income
-$931,610
Net Assets
$215,325,477
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,942,667
73.7%
Program Services $0
Investment Income $390,569
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $79,773
0.4%
Sales of Assets $4,863,083
24.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $622,622
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $239,675,559
Total Liabilities $24,350,082
Net Assets $215,325,477
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheri E O'neill (President & Ceo) $253,409 $0 $40,188
David Mark Helmus (Senior Vp For Development) $193,331 $0 $1,669
Thomas Heck (Chief Investment Officer) $193,326 $0 $5,656
Jeffrey R Lang (Treasurer & Exc Vp For Finance) $189,783 $0 $23,613
Philip M Purcell (Vp Planned Giving & Endowment) $185,785 $0 $18,962
Tracy Curtis (Vp For Operations & Controller) $110,596 $0 $5,955
Jean Crosby (Vp For Sec) $109,843 $0 $2,687
Jennifer Goins (Avp For Alumni Programs) $102,238 $0 $927
Derek Berger (Avp For Development) $99,380 $0 $14,021
Stefan S Anderson (Board Member) $0 $0 $0
Kelli S Burrill (Board Member) $0 $0 $0
Charles H Harper (Board Member) $0 $0 $0
Thomas J Kinghorn (Board Member) $0 $0 $0
James C Lintzenich (Board Member) $0 $0 $0
Randall E Pond (Vice Chair) $0 $0 $0
Anthony W Smith (Chair) $0 $0 $0
Michael P Smith (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
Kenneth R Briner (Board Member) $0 $0 $0
Mark A Ervin (Immediate Past Chair) $0 $0 $0
Thomas C Bracken (Board Member) $0 $0 $0
Larry W Metzing (Board Member) $0 $0 $0
Donald D Dumoulin (Board Member) $0 $0 $0
Bernard M Hannon (Board Member) $0 $273,215 $55,810
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990
Filed on May 15, 2018

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

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PDF XML
990-T

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

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,631,332
Expenses
$23,764,680
Net Income
-$2,133,348
Net Assets
$194,733,037
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,678,471
77.1%
Program Services $0
Investment Income $1,022,176
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $67,691
0.3%
Sales of Assets $3,862,994
17.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $467,615
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $224,279,356
Total Liabilities $29,546,319
Net Assets $194,733,037
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheri E O'neill (President) $236,067 $0 $40,667
Thomas Heck (Chief Investment Officer) $189,930 $0 $5,535
Philip M Purcell (Vp Planned & Endowment Giving) $182,829 $0 $18,095
Jeffrey R Lang (Treasurer) $174,555 $0 $16,326
Tracy Curtis (Vp Of Operations) $102,728 $0 $6,298
Stefan S Anderson (Board Member) $0 $0 $0
Kelli S Burrill (Board Member) $0 $0 $0
John C Gaylor (Board Member) $0 $0 $0
Charles H Harper (Board Member) $0 $0 $0
Thomas J Kinghorn (Board Member) $0 $0 $0
James C Lintzenich (Board Member) $0 $0 $0
Donna M Oklak (Board Member) $0 $0 $0
Randall E Pond (Secretary) $0 $0 $0
Anthony W Smith (Vice Chair) $0 $0 $0
Michael P Smith (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
Charles V Sursa (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
Kenneth R Briner (Board Member) $0 $0 $0
Dr Brian A Gallagher (Board Member) $0 $0 $0
Mark A Ervin (Chair) $0 $0 $0
Thomas C Bracken (Board Member) $0 $0 $0
Larry W Metzing (Board Member) $0 $0 $0
Paul Ferguson (Board Member) $0 $445,899 $57,999
Donald D Dumoulin (Board Member) $0 $0 $0
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990
Filed on May 5, 2017

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

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PDF XML
990-T

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

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,741,254
Expenses
$17,876,357
Net Income
$1,864,897
Net Assets
$210,869,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,695,041
64.3%
Program Services $0
Investment Income $1,394,451
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $43,069
0.2%
Sales of Assets $5,608,693
28.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $437,241
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $234,983,239
Total Liabilities $24,113,429
Net Assets $210,869,810
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Cheri E O'neill (Ceo & President) $217,206 $0 $38,822
Thomas Heck (Chief Investment Officer) $185,094 $0 $5,209
Philip M Purcell (Vp Planned & Endowment Giving) $178,644 $0 $14,315
Jeffrey R Lang (Treasurer) $163,198 $0 $18,017
Stefan S Anderson (Board Member) $0 $0 $0
Peter F Campanella (Immediate Past Chairman) $0 $0 $0
Kelli S Burrill (Board Member) $0 $0 $0
John C Gaylor (Board Member) $0 $0 $0
Charles H Harper (Board Member) $0 $0 $0
Thomas J Kinghorn (Board Member) $0 $122,327 $39,040
Frank M Hancock (Board Member) $0 $0 $0
James C Lintzenich (Board Member) $0 $0 $0
Donna M Oklak (Board Member) $0 $0 $0
Randall E Pond (Secretary) $0 $0 $0
Dr Penny A Ralston (Board Member) $0 $0 $0
Dr John R Seffrin (Board Member) $0 $0 $0
Anthony W Smith (Vice Chairman) $0 $0 $0
Michael P Smith (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
Charles V Sursa (Board Member) $0 $0 $0
Marsha J Casey (Board Member) $0 $0 $0
John B Scheumann (Board Member Left 11/2014) $0 $0 $0
Kenneth R Briner (Board Member) $0 $0 $0
Tw Hudson Akin (Board Member) $0 $219,874 $11,129
Dr Brian A Gallagher (Board Member) $0 $0 $0
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990
Filed on May 12, 2016

Primary tax return for a nonprofit’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 June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,708,250
Expenses
$24,362,121
Net Income
$2,346,129
Net Assets
$208,852,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,627,627
77.2%
Program Services $0
Investment Income $600,923
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49,593
0.2%
Sales of Assets $5,430,107
20.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $413,905
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $236,925,941
Total Liabilities $28,073,446
Net Assets $208,852,495
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Cheri E O'neill (President) $212,929 $0 $24,982
Thomas Heck (Chief Investment Officer) $177,293 $0 $11,076
Philip M Purcell (Vp Planned & Endowment Giving) $173,069 $0 $10,837
Jeffrey R Lang (Treasurer) $156,976 $0 $19,022
Stefan S Anderson (Immediate Past Chairman) $0 $0 $0
Peter F Campanella (Chairman) $0 $0 $0
Kelli S Burrill (Board Member) $0 $0 $0
R Wayne Estopinal (Board Member) $0 $0 $0
John C Gaylor (Board Member) $0 $0 $0
Dr Jo Ann M Gora (Board Member) $0 $513,520 $57,208
Charles H Harper (Board Member) $0 $0 $0
Randall B Howard (Board Member) $0 $326,780 $42,143
Thomas J Kinghorn (Board Member) $0 $153,450 $44,135
Frank M Hancock (Board Member) $0 $0 $0
James C Lintzenich (Board Member) $0 $0 $0
Donna M Oklak (Board Member) $0 $0 $0
Randall E Pond (Board Member) $0 $0 $0
Dr Penny A Ralston (Board Member) $0 $0 $0
Patricia Schaefer (Board Member) $0 $0 $0
Dr John R Seffrin (Board Member) $0 $0 $0
Anthony W Smith (Secretary) $0 $0 $0
Michael P Smith (Board Member) $0 $0 $0
C Ken White (Board Member) $0 $0 $0
Richard J Hall (Board Member) $0 $0 $0
Charles V Sursa (Board Member) $0 $0 $0
See filing for compensation of 13 other people →
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Document Links

990
Filed on May 13, 2015

Primary tax return for a nonprofit’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 June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,275,112
Expenses
$21,819,473
Net Income
-$544,361
Net Assets
$184,133,845
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,135,807
66.4%
Program Services $0
Investment Income $788,466
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,016
0.1%
Sales of Assets $6,338,823
29.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $388,660
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $752,313
3.4%
Assets/Debt
Total Assets $217,070,523
Total Liabilities $32,936,678
Net Assets $184,133,845

Document Links

990
Filed on July 3, 2014

Primary tax return for a nonprofit’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 June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,871,824
Expenses
$17,524,055
Net Income
$4,347,769
Net Assets
$165,972,585
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,482,528
66.2%
Program Services $0
Investment Income $1,111,997
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,353
0.0%
Sales of Assets $6,272,946
28.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $417,658
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $724,828
4.1%
Assets/Debt
Total Assets $197,238,328
Total Liabilities $31,265,743
Net Assets $165,972,585

Document Links

990

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

PDF
990-T

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,417,306
Expenses
$18,283,845
Net Income
$1,133,461
Net Assets
$169,912,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,034,649
67.1%
Program Services $0
Investment Income $2,201,979
11.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $5,991
0.0%
Sales of Assets $4,174,687
21.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $525,458
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $558,052
3.1%
Assets/Debt
Total Assets $198,405,348
Total Liabilities $28,492,412
Net Assets $169,912,936

Document Links

990

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

PDF
990-T

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

PDF

Fiscal Year Ending June
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
990-T

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

PDF

Fiscal Year Ending June
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
990-T

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

PDF

Fiscal Year Ending June
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
990-T

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

PDF

Fiscal Year Ending June
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 June
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.
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 June
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 June
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 June
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 June
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

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