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Heartland Credit Union

  • Springfield, IL
  • EIN: 37-0665733

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Details

According to its Dec. 2023 tax filing, this nonprofit:

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
$23.5M (2023)

Expenses
$16.6M (2023)

Total Assets
$452M (2023)

Total Liabilities
$396M (2023)

Source: Form 990 tax filings from 2013 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,522,679
Expenses
$16,582,276
Net Income
$6,940,403
Net Assets
$55,499,113
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,568,555
83.2%
Investment Income $3,954,124
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,059,276
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $4,076,840
24.6%
Assets/Debt
Total Assets $451,822,227
Total Liabilities $396,323,114
Net Assets $55,499,113
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $370,063 $0 $56,605
David Bretz (Chief Financial Officer) $206,335 $0 $41,897
Timothy Torricelli (Mortgage Loan Officer) $168,135 $0 $13,682
Corie Johnston (Chief Administrative Officer) $155,042 $0 $36,242
Tate Hartman (Certified Financial Planner) $151,679 $0 $20,347
Katie Patsche (Chief Operating Officer) $150,924 $0 $42,169
Kristen Anello (Vp Of Information Systems) $136,263 $0 $27,879
Cris Lust (Vp Of Mortgage Lending) $127,260 $0 $28,848
Elana Fiscus (Vp Of Accounting) $116,213 $0 $18,226
Mike Workman (Chairperson) $2,599 $0 $0
Jane Kiel (Vice Chairperson) $2,072 $0 $0
Jay Boor (Board Member) $1,736 $0 $0
Richard Sgro (Board Member) $919 $0 $0
Amy Oakes (Board Member) $0 $0 $0
Stephen Hewell (Board Member) $0 $0 $0
Steve Trutter (Board Member) $0 $0 $0
Matthew Davlin (Secretary/Treasurer) $0 $0 $0
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Document Links

990
Filed on March 27, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,718,178
Expenses
$12,506,751
Net Income
$6,211,427
Net Assets
$48,925,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,857,610
90.1%
Investment Income $1,860,568
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $988,431
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,067,714
32.5%
Assets/Debt
Total Assets $436,851,112
Total Liabilities $387,925,229
Net Assets $48,925,883
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $346,796 $0 $60,611
David Bretz (Chief Financial Officer) $185,477 $0 $38,205
Timothy Torricelli (Mortgage Loan Officer) $166,604 $0 $14,036
Corie Johnston (Chief Administrative Officer) $142,723 $0 $33,002
Katie Patsche (Chief Operating Officer) $141,612 $0 $40,036
Kristen Anello (Vp Of Information Systems) $129,247 $0 $26,594
Cris Lust (Vp Of Mortgage Lending) $119,821 $0 $27,466
Tate Hartman (Certified Financial Planner) $109,239 $0 $16,619
Elana Fiscus (Vp Of Accounting) $108,111 $0 $15,311
Mike Workman (Chairperson) $2,789 $0 $0
Amy Oakes (Board Member) $2,113 $0 $0
Brett Jackson (Board Member) $1,367 $0 $0
Jane Kiel (Vice Chairperson) $1,354 $0 $0
Steve Trutter (Chairperson) $1,232 $0 $0
Richard Sgro (Board Member) $847 $0 $0
Jay Boor (Board Member) $0 $0 $0
Matthew Davlin (Secretary/Treasurer) $0 $0 $0
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Document Links

990
Filed on May 10, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,239,145
Expenses
$11,476,298
Net Income
$3,762,847
Net Assets
$43,500,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,524,815
95.3%
Investment Income $714,330
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $969,332
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,880,687
33.8%
Assets/Debt
Total Assets $431,652,199
Total Liabilities $388,151,863
Net Assets $43,500,336
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $347,123 $0 $63,154
David Bretz (Chief Financial Officer) $186,182 $0 $33,332
Timothy Torricelli (Mortgage Loan Officer) $172,236 $0 $13,882
Corie Johnston (Chief Administrative Officer) $142,727 $0 $31,764
Kristen Anello (Vp Of Information Systems) $131,955 $0 $23,651
Katie Patsche (Chief Operating Officer) $129,621 $0 $35,428
Cris Lust (Vp Of Mortgage Lending) $119,680 $0 $29,180
Amy Oakes (Board Member) $859 $0 $0
Mike Workman (Chairperson) $798 $0 $0
Jay Boor (Board Member) $767 $0 $0
Richard Sgro (Board Member) $736 $0 $0
Steve Trutter (Chairperson) $717 $0 $0
Jane Kiel (Vice Chairperson) $664 $0 $0
Matthew Davlin (Secretary/Treasurer) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
+ View more people

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990
Filed on April 29, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,696,544
Expenses
$12,399,316
Net Income
$3,297,228
Net Assets
$39,812,397
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,870,131
94.7%
Investment Income $826,413
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,221,751
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,682,487
29.7%
Assets/Debt
Total Assets $382,163,179
Total Liabilities $342,350,782
Net Assets $39,812,397
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David Bretz (Chief Financial Officer) $523,959 $0 $53,658
Thomas Lex (President/Ceo) $290,666 $0 $51,923
Timothy Torricelli (Mortgage Loan Officer) $189,795 $0 $15,887
Corie Johnston (Chief Administrative Officer) $132,934 $0 $30,538
Robin Loftus (Chief Operating Officer) $129,013 $0 $9,061
Kristen Anello (Vp Of Information Systems) $123,793 $0 $22,782
Cris Lust (Vp Of Mortgage Lending) $114,439 $0 $114,439
Katie Patsche (Chief Operating Officer) $112,785 $0 $33,408
Steve Trutter (Chairperson) $1,031 $0 $0
Mike Workman (Vice Chairperson) $0 $0 $0
Jane Kiel (Secretary/Treasuer) $0 $0 $0
Matthew Davlin (Board Member) $0 $0 $0
Amy Oakes (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
Richard Sgro (Board Member) $0 $0 $0
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Document Links

990
Filed on May 11, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,438,624
Expenses
$12,535,196
Net Income
$2,903,428
Net Assets
$36,515,169
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,153,671
91.7%
Investment Income $1,284,953
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $889,632
7.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,691,625
29.5%
Assets/Debt
Total Assets $320,644,420
Total Liabilities $284,129,251
Net Assets $36,515,169
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $273,239 $0 $48,362
David Bretz (Chief Financial Officer) $168,271 $0 $57,287
Robin Loftus (Chief Operating Officer) $166,347 $0 $20,834
Cris Lust (Vp Of Mortgage Lending) $148,839 $0 $23,574
Corie Johnston (Chief Administrative Officer) $128,218 $0 $26,975
Kristen Anello (Vp Of Information Systems) $121,510 $0 $21,702
Timothy Torricelli (Mortgage Loan Officer) $111,466 $0 $8,246
Brett Jackson (Board Member) $1,526 $0 $0
Steve Trutter (Chairperson) $1,326 $0 $0
Mike Workman (Vice Chairperson) $0 $0 $0
Jane Kiel (Secretary/Treasuer) $0 $0 $0
Lisa Flynn (Board Member) $0 $0 $0
Matthew Davlin (Board Member) $0 $0 $0
Amy Oakes (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Richard Sgro (Board Member) $0 $0 $0
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990
Filed on May 1, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,895,748
Expenses
$11,136,851
Net Income
$2,758,897
Net Assets
$33,611,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,099,302
94.3%
Investment Income $796,446
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $855,868
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,518,283
31.6%
Assets/Debt
Total Assets $296,315,864
Total Liabilities $262,704,123
Net Assets $33,611,741
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $258,527 $0 $46,311
David Bretz (Chief Financial Officer) $164,654 $0 $55,186
Robin Loftus (Chief Operating Officer) $162,428 $0 $20,239
Corie Johnston (Chief Administrative Officer) $124,973 $0 $23,550
Kristen Anello (Vp Of Information Systems) $117,416 $0 $20,753
Cris Lust (Vp Of Mortgage Lending) $106,474 $0 $24,505
Timothy Torricelli (Mortgage Loan Officer) $102,952 $0 $8,191
Steve Trutter (Chairperson) $1,781 $0 $0
Mike Workman (Vice Chairperson) $0 $0 $0
Jane Kiel (Secretary/Treasuer) $0 $0 $0
Lisa Flynn (Board Member) $0 $0 $0
Matthew Davlin (Board Member) $0 $0 $0
Amy Oakes (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
Cynthia White (Board Member) $0 $0 $0
+ View more people

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990
Filed on May 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,419,480
Expenses
$10,205,400
Net Income
$2,214,080
Net Assets
$30,852,844
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,830,877
95.3%
Investment Income $588,603
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $816,862
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,173,732
31.1%
Assets/Debt
Total Assets $280,065,566
Total Liabilities $249,212,722
Net Assets $30,852,844
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $241,090 $0 $42,077
David Bretz (Chief Financial Officer) $159,987 $0 $51,997
Robin Loftus (Chief Operating Officer) $157,828 $0 $19,101
Kristen Anello (Vp Of Information Systems) $144,683 $0 $22,019
Corie Johnston (Chief Administrative Officer) $121,894 $0 $22,887
Cris Lust (Vp Of Mortgage Lending) $103,575 $0 $23,520
Lisa Flynn (Chariperson) $2,188 $0 $0
Brett Jackson (Board Member) $675 $0 $0
Steve Trutter (Vice Chairperson) $0 $0 $0
Mike Workman (Secretary/Treasurer) $0 $0 $0
Todd Anderson (Board Member) $0 $0 $0
Amy Oakes (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Jane Kiel (Board Member) $0 $0 $0
Cynthia White (Board Member) $0 $0 $0
+ View more people

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990
Filed on May 11, 2018

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,809,801
Expenses
$9,866,120
Net Income
$1,943,681
Net Assets
$28,638,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,267,034
95.4%
Investment Income $542,767
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $883,841
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,921,898
29.6%
Assets/Debt
Total Assets $266,348,584
Total Liabilities $237,709,820
Net Assets $28,638,764
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $229,541 $0 $41,449
David Bretz (Chief Financial Officer) $204,738 $0 $54,375
Corie Johnston (Chief Administrative Officer) $157,145 $0 $24,361
Robin Loftus (Chief Operating Officer) $153,297 $0 $18,935
Kristen Anello (Vp Of Information Systems) $111,033 $0 $21,737
Cris Lust (Vp Of Mortgage Lending) $100,675 $0 $22,535
Lisa Flynn (Chariperson) $1,808 $0 $0
Cynthia White (Board Member) $797 $0 $0
Steve Trutter (Vice Chairperson) $0 $0 $0
Mike Workman (Secretary/Treasurer) $0 $0 $0
Todd Anderson (Board Member) $0 $0 $0
Amy Oakes (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
Jane Kiel (Board Member) $0 $0 $0
+ View more people

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990
Filed on May 2, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,378,754
Expenses
$9,226,858
Net Income
$2,151,896
Net Assets
$26,695,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,622,496
93.4%
Investment Income $527,839
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $228,419
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $456,335
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,224,350
34.9%
Assets/Debt
Total Assets $255,686,516
Total Liabilities $228,991,433
Net Assets $26,695,083
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Lex (President/Ceo) $217,196 $0 $36,760
David Bretz (Chief Financial Officer) $150,479 $0 $51,900
Robin Loftus (Chief Operating Officer) $149,017 $0 $17,937
Corie Johnston (Chief Administrative Officer) $113,358 $0 $5,667
Kristen Anello (Vp Of Information Systems) $107,635 $0 $20,651
Amy Oakes (Chairperson) $2,300 $0 $0
Thomas Fitch (Board Member) $0 $0 $0
Todd Anderson (Board Member) $0 $0 $0
Lisa Flynn (Vice Chariperson) $0 $0 $0
Steve Trutter (Secretary/Treasurer) $0 $0 $0
Cynthia White (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
Mike Workman (Board Member) $0 $0 $0
+ View more people

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990
Filed on May 5, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,913,710
Expenses
$9,083,468
Net Income
$1,830,242
Net Assets
$24,543,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,429,388
95.6%
Investment Income $484,322
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $813,100
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,763,844
30.4%
Assets/Debt
Total Assets $239,764,172
Total Liabilities $215,220,985
Net Assets $24,543,187
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Edward Gvazdinskas (Former President/Ceo) $207,021 $0 $22,743
Thomas Lex (President/Ceo) $191,270 $0 $41,435
David Bretz (Chief Financial Officer) $139,629 $0 $49,149
Robin Loftus (Chief Operating Officer) $130,049 $0 $7,917
Corie Johnston (Chief Administrative Officer) $105,636 $0 $24,040
Kristen Anello (Vp Of Information Systems) $104,264 $0 $19,710
Amy Oakes (Chairperson) $4,868 $0 $0
Cynthia White (Board Member) $881 $0 $0
Thomas Fitch (Board Member) $0 $0 $0
Todd Anderson (Board Member) $0 $0 $0
Lisa Flynn (Vice Chariperson) $0 $0 $0
Steve Trutter (Secretary/Treasurer) $0 $0 $0
Evelyn Scott (Board Member) $0 $0 $0
Jay Boor (Board Member) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
Mike Workman (Board Member) $0 $0 $0
+ View more people

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990
Filed on May 11, 2015

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,819,676
Expenses
$9,108,432
Net Income
$1,711,244
Net Assets
$22,712,945
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,382,625
96.0%
Investment Income $437,051
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $987,166
10.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,475,512
27.2%
Assets/Debt
Total Assets $230,787,940
Total Liabilities $208,074,995
Net Assets $22,712,945
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Edward Gvazdinskas (Exec. Director/Chief Executive Officer) $238,467 $0 $29,906
Thomas Lex (Chief Operating Officer) $141,151 $0 $50,006
David Bretz (Chief Financial Officer) $127,875 $0 $48,343
Corie Johnston (Chief Administrative Officer) $106,754 $0 $21,612
Kristen Anello (Vp Of Information Systems) $101,841 $0 $17,332
Christine Lust (Vp Of Mortgage Lending) $85,426 $0 $18,454
Thomas Fitch (Board Member) $0 $0 $0
Todd Anderson (Board Member) $0 $0 $0
Lisa Flynn (Secretary/Treasurer) $0 $0 $0
Steve Trutter (Board Member) $0 $0 $0
Evelyn Scott (Board Member) $0 $0 $0
Cynthia White (Board Member) $0 $0 $0
Amy Oakes (Vice Chairperson) $0 $0 $0
Jay Boor (Chairperson) $0 $0 $0
Brett Jackson (Board Member) $0 $0 $0
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990
Filed on May 5, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

No Extracted Financial Data

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

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
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

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

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