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Advia Credit Union

71 Advia Credit Union

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Details

According to its Dec. 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
$183M (2023)

Expenses
$148M (2023)

Total Assets
$2.99B (2023)

Total Liabilities
$2.71B (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$183,144,775
Expenses
$148,159,132
Net Income
$34,985,643
Net Assets
$273,095,412
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,826,265
1.0%
Program Services $146,528,131
80.0%
Investment Income $34,043,408
18.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $746,971
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,775,765
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $30,406,896
20.5%
Assets/Debt
Total Assets $2,987,053,945
Total Liabilities $2,713,958,533
Net Assets $273,095,412
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey Fielder (President/Ceo) $748,057 $0 $261,818
Timothy Merwin (Chief Lending Officer) $359,084 $0 $103,758
Raymond Black (Chief Operating Officer) $355,120 $0 $104,716
Dustin Adams (Chief Financial Officer) $303,869 $0 $18,896
Renae Sisk (Chief People Officer) $255,350 $0 $15,553
Christopher Schneider (Commercial Lending Manager) $233,044 $0 $23,421
Linden Buck (Vp Of Indirect Services) $221,044 $0 $24,838
Jeffrey Bolser (Chief Retail Officer) $220,787 $0 $28,757
Eric Stoll (Vp Of Commercial Services) $203,072 $0 $19,324
Nancy Loftis (Vp Of Marketing) $196,850 $0 $10,484
Robert Moore (Vp Of It) $193,109 $0 $41,519
Donna Kalmeta (V. Chair/Bod) $0 $0 $0
Richard Seim (Secretary/Bod) $0 $0 $0
Martin Doorn (Director/Bod) $0 $0 $0
Nicole Kalmbach (Chair/Bod) $0 $0 $0
James Bouma (Director/Bod) $0 $0 $0
Mike Segal (Treasurer/Bod) $0 $0 $0
Grace Lubwama (Director/Bod) $0 $0 $0
Rafael Castaneda (Associate Director/Bod) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

No Extracted Financial Data

Form 990 documents are not available for this tax period, but audit documents are available for download.

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,191,450
Expenses
$105,425,178
Net Income
$31,766,272
Net Assets
$242,019,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $117,964,992
86.0%
Investment Income $19,219,294
14.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,164
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,769,694
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $29,718,245
28.2%
Assets/Debt
Total Assets $2,892,338,087
Total Liabilities $2,650,318,240
Net Assets $242,019,847
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Koncsol (President/Ceo) $2,436,611 $0 $45,969
Jeffrey Fielder (Chief Financial Officer) $471,456 $0 $31,785
Timothy Merwin (Chief Lending Officer) $357,657 $0 $33,419
Raymond Black (Chief Operating Officer) $351,826 $0 $40,971
Linden Buck (Vp Of Indirect Services) $234,830 $0 $17,740
Renae Sisk (Vp Of Human Resources) $202,384 $0 $17,483
Eric Stoll (Vp Of Commercial Services) $198,974 $0 $25,422
Robert Moore (Vp Of It) $198,826 $0 $26,314
Nancy Loftis (Vp Of Marketing) $195,877 $0 $11,322
Donna Kalmeta (Secretary/Bod) $0 $0 $0
Richard Seim (Director/Bod) $0 $0 $0
Martin Doorn (V. Chair/Bod) $0 $0 $0
Nicole Kalmbach (Chair/Bod) $0 $0 $0
James Bouma (Director/Bod) $0 $0 $0
Mike Segal (Treasurer/Bod) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$117,215,527
Expenses
$85,384,828
Net Income
$31,830,699
Net Assets
$242,541,245
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $110,843,985
94.6%
Investment Income $5,983,670
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $387,872
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,527,084
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $26,067,596
30.5%
Assets/Debt
Total Assets $2,694,606,066
Total Liabilities $2,452,064,821
Net Assets $242,541,245
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Koncsol (President/Ceo) $1,390,466 $0 $189,175
Jeffrey Fielder (Chief Financial Officer) $362,011 $0 $741,441
Timothy Merwin (Chief Lending Officer) $329,131 $0 $90,741
Raymond Black (Chief Operating Officer) $323,487 $0 $100,632
Linden Buck (Vp Of Indirect Services) $203,469 $0 $30,872
Renae Sisk (Vp Of Human Resources) $197,277 $0 $16,628
Marion Brenner (Vp Of Branch Support) $193,731 $0 $39,575
Robert Moore (Vp Of It) $190,745 $0 $25,133
Christopher Schneider (Commercial Lending Manager) $179,413 $0 $33,433
Marty Doorn (V. Chair/Bod) $0 $0 $0
James Bouma (Director/Bod) $0 $0 $0
Matthew High (Director/Bod) $0 $0 $0
Nicole Kalmbach (Chair/Bod) $0 $0 $0
Mike Segal (Treasurer/Bod) $0 $0 $0
Donna Kalmeta (Secretary/Bod) $0 $0 $0
Rich Seim (Director/Bod) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$119,439,670
Expenses
$101,627,456
Net Income
$17,812,214
Net Assets
$218,378,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,200,942
94.8%
Investment Income $6,238,728
5.2%
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 $2,748,093
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $26,513,476
26.1%
Assets/Debt
Total Assets $2,425,158,521
Total Liabilities $2,206,779,831
Net Assets $218,378,690
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Koncsol (President/Ceo) $1,353,091 $0 $161,865
Jeffrey Fielder (Evp Of Finance) $349,993 $0 $91,311
Timothy Merwin (Evp Of Lending) $313,090 $0 $78,773
Raymond Black (Evp Of Member Service & Ma) $306,937 $0 $93,033
Linden Buck (Vp Of Indirect Services) $276,226 $0 $28,114
Thomas Oehler (Commercial Credit Portfolio Administrator) $212,389 $0 $38,439
Renae Sisk (Vp Of Human Resources) $191,979 $0 $14,998
Marion Brenner (Vp Of Branch Support) $189,938 $0 $31,565
Christopher Schneider (Manager Of Commerical Services) $175,498 $0 $30,064
Marty Doorn (Chairman/Bod) $0 $0 $0
Julie Birman (Director/Bod) $0 $0 $0
Danielle Streed (Treasurer/Bod) $0 $0 $0
Nicole Kalmbach (V. Chair/Bod) $0 $0 $0
Mike Segal (Director/Bod) $0 $0 $0
Donna Kalmeta (Secretary/Bod) $0 $0 $0
Rich Seim (Director/Bod) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,766,194
Expenses
$99,620,913
Net Income
$14,145,281
Net Assets
$193,233,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $129,000
0.1%
Program Services $107,997,350
94.9%
Investment Income $5,639,844
5.0%
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 $2,764,426
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $27,087,317
27.2%
Assets/Debt
Total Assets $2,084,525,233
Total Liabilities $1,891,291,454
Net Assets $193,233,779
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Deboer (President/Ceo) $1,220,741 $0 $126,046
Jeffrey Fielder (Evp Of Finance) $311,501 $0 $95,007
Raymond Black (Evp Of Member Service & Marketing) $279,481 $0 $85,514
Kristin Marschner (Evp Of Risk Management) $278,783 $0 $16,848
Timothy Merwin (Evp Of Lending) $276,919 $0 $71,479
Thomas Oehler (Vp Of Commercial Lending) $248,048 $0 $47,095
Linden Buck Ii (Vp Of Indirect Services) $238,691 $0 $15,677
Steven Klitzing (Regional Vice Presidnet) $232,235 $0 $21,924
Renae Sisk (Vp Of Human Resources) $180,670 $0 $13,730
Marion Brenner (Vp Of Branch Experience Support) $180,041 $0 $33,274
Nicole Kalmbach (V. Chair/Bod) $2,107 $0 $0
Marty Doorn (Chairman/Bod) $0 $0 $0
Julie Birman (Director/Bod) $0 $0 $0
Danielle Streed (Treasurer/Bod) $0 $0 $0
Mike Segal (Director/Bod) $0 $0 $0
Donna Kalmeta (Secretary/Bod) $0 $0 $0
Rich Seim (Director/Bod) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,296,533
Expenses
$94,062,565
Net Income
$9,233,968
Net Assets
$176,268,066
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,634,642
95.5%
Investment Income $4,471,380
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $190,511
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,707,293
2.9%
Professional Fundraising Fees $0
Other Salaries and Wages $27,742,647
29.5%
Assets/Debt
Total Assets $1,749,022,744
Total Liabilities $1,572,754,678
Net Assets $176,268,066
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Koncsol (President/Ceo) $1,176,291 $0 $82,552
Kristin Marschner (Evp Of Risk Manage) $348,879 $0 $83,133
Jeffrey Fielder (Evp Of Finance) $286,320 $0 $92,316
Raymond Black (Evp Of Member Service & Ma) $251,799 $0 $72,112
Timothy Merwin (Evp Of Lending) $235,334 $0 $71,004
Thomas Oehler (Vp Of Commercial Lending) $227,390 $0 $45,181
Steven Klitzing (Regional Vice Presidnet) $215,925 $0 $33,811
Marion Brenner (Vp Of Branch Experience Su) $193,254 $0 $29,367
James Houston (Regional Vice Presidnet) $190,245 $0 $19,259
Linden Buck Ii (Vp Of Indirect Relationshi) $185,098 $0 $26,421
Donna Kalmeta (Secretary/Bod) $7,553 $0 $0
Marty Doorn (Chairman/Bod) $0 $0 $0
Julie Birman (Director/Bod) $0 $0 $0
Danielle Streed (Treasurer/Bod) $0 $0 $0
Nicole Kalmbach (V. Chair/Bod) $0 $0 $0
Mike Segal (Director) $0 $0 $0
Rich Seim (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,303,094
Expenses
$80,594,038
Net Income
$12,709,056
Net Assets
$167,977,772
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,164,382
95.6%
Investment Income $3,904,838
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $233,874
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,256,395
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $21,808,851
27.1%
Assets/Debt
Total Assets $1,683,958,871
Total Liabilities $1,515,981,099
Net Assets $167,977,772
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Koncsol (President/Ceo) $1,113,902 $0 $71,547
Jeffrey Fielder (Evp Of Finance) $264,479 $0 $53,091
Kristin Marschner (Evp Of Risk Manage) $242,003 $0 $22,378
Raymond Black (Evp Of Member Service & Marketing) $226,402 $0 $22,077
Linden Buck Ii (Vp Of Indirect Relationships) $223,922 $0 $29,155
Timothy Merwin (Evp Of Lending) $210,178 $0 $28,157
Murali Krishnan (Vp Of Information Technology) $191,995 $0 $30,153
Stephanie Davis (Manager Of Card Services) $176,791 $0 $23,447
Marion Brenner (Vp Of Branch Experience Support) $162,379 $0 $29,035
Renae Sisk (Vp Of Human Resources) $161,044 $0 $21,772
Danielle Streed (Treasurer/Bod) $1,226 $0 $0
Rich Seim (Director) $955 $0 $0
Marty Doorn (Chairman/Bod) $0 $0 $0
Julie Birman (Director/Bod) $0 $0 $0
Nicole Kalmbach (V. Chair/Bod) $0 $0 $0
Mike Segal (Director) $0 $0 $0
Donna Kalmeta (Secretary/Bod) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,790,081
Expenses
$62,247,562
Net Income
$11,542,519
Net Assets
$150,427,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,262,384
89.8%
Investment Income $4,322,710
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $367,728
0.5%
Net Inventory Sales $0
Other Revenue $2,837,259
3.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,727,023
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $17,578,003
28.2%
Assets/Debt
Total Assets $1,347,691,760
Total Liabilities $1,197,264,593
Net Assets $150,427,167
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cheryl Koncsol (Ceo) $961,346 $0 $38,189
Linden Buck (Indirect Relationship Manager) $363,676 $0 $13,582
Jeffrey Fielder (Evp Of Finance) $245,682 $0 $27,672
Kristin Marschner (Evp Of Risk) $210,323 $0 $17,813
Raymond Black (Evp Of Sales & Marketing) $208,645 $0 $17,353
Marty Doorn (Chairman/Bod) $0 $0 $0
Julie Birman (Vice Chair/Bod) $0 $0 $0
Danielle Streed (Treasurer/Bod) $0 $0 $0
Nicole Kalmbach (Secretary/Bod) $0 $0 $0
Mike Segal (Director) $0 $0 $0
Donna Kalmeta (Director) $0 $0 $0
Rich Seimn (Dorector) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,178,226
Expenses
$54,195,375
Net Income
$10,982,851
Net Assets
$139,243,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,617,094
86.9%
Investment Income $5,204,454
8.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $164,994
0.3%
Net Inventory Sales $0
Other Revenue $3,191,684
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,599,044
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $15,728,405
29.0%
Assets/Debt
Total Assets $1,184,075,054
Total Liabilities $1,044,831,277
Net Assets $139,243,777
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Employee List Available Upon Reques (Officer) $1,599,044 $0 $102,377
Directors List Available Upon Reque (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$56,812,837
Expenses
$52,779,984
Net Income
$4,032,853
Net Assets
$129,729,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $50,284,853
88.5%
Investment Income $5,558,779
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$81,268
Net Inventory Sales $0
Other Revenue $1,050,473
1.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,626,771
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $12,819,475
24.3%
Assets/Debt
Total Assets $1,086,987,705
Total Liabilities $957,257,844
Net Assets $129,729,861

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,624,567
Expenses
$15,113,719
Net Income
$1,510,848
Net Assets
$27,246,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,909,251
83.7%
Investment Income $2,078,083
12.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$111,416
Net Inventory Sales $0
Other Revenue $748,649
4.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $354,604
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,912,596
25.9%
Assets/Debt
Total Assets $275,995,408
Total Liabilities $248,749,321
Net Assets $27,246,087
Compensation
Key Employees and Officers Compensation Related Other
Janice Rose (President/Ceo) $331,604 $0 $23,000
Dr Thomas Badley (Treasurer) $0 $0 $0
Dr Robert Payne (Secretary) $0 $0 $0
Donna Kalmeta (Chairman) $0 $0 $0
Rich Seim (Vice Chariman) $0 $0 $0
Marty Doorn (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,800,141
Expenses
$12,366,232
Net Income
$5,433,909
Net Assets
$27,441,277
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,527,236
81.6%
Investment Income $1,747,251
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,200
0.0%
Net Fundraising $0
Sales of Assets -$13,335
Net Inventory Sales $0
Other Revenue $1,534,789
8.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $418,876
3.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,343,258
27.0%
Assets/Debt
Total Assets $264,059,441
Total Liabilities $236,618,164
Net Assets $27,441,277

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,491,344
Expenses
$13,742,856
Net Income
$2,748,488
Net Assets
$21,788,909
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,546,460
88.2%
Investment Income $1,410,666
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,550
0.0%
Net Fundraising $0
Sales of Assets -$4,784
Net Inventory Sales $0
Other Revenue $534,452
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $369,161
2.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,962,723
21.6%
Assets/Debt
Total Assets $244,582,475
Total Liabilities $222,793,566
Net Assets $21,788,909

Document Links

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

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

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

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

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

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 »