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University Of Wisconsin Foundation

  • Madison, WI
  • Tax-exempt since Oct. 1943
  • EIN: 39-0743975

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.

Summary charts: organization finances over time

Revenue
$490M (2023)

Expenses
$436M (2023)

Total Assets
$5.26B (2023)

Total Liabilities
$375M (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
$490,458,457
Expenses
$435,563,925
Net Income
$54,894,532
Net Assets
$4,883,759,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $351,294,100
71.6%
Program Services $1,196,628
0.2%
Investment Income $79,666,122
16.2%
Bond Proceeds $0
Royalties $671,567
0.1%
Rental Property Income $132,500
0.0%
Net Fundraising $0
Sales of Assets $57,354,615
11.7%
Net Inventory Sales $77,992
0.0%
Other Revenue $64,933
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,698,519
0.8%
Professional Fundraising Fees $30,000
0.0%
Other Salaries and Wages $24,000,235
5.5%
Assets/Debt
Total Assets $5,258,973,342
Total Liabilities $375,213,833
Net Assets $4,883,759,509
Compensation
Key Employees and Officers Compensation Related Other
Michael L Stohler (Cio) $1,174,624 $0 $37,637
Richard J Shepley (Sr. Managing Director Of Investments Pub Mrkts) $870,041 $0 $48,799
Michael M Knetter (Chief Executive Officer/Ex Officio) $847,297 $0 $136,831
Christopher A Moore (Deputy Chief Investment Officer) $609,081 $0 $20,249
Alisa A Robertson (President/Chief Advancement Officer) $530,316 $0 $57,439
Katherine L Wyble (Managing Director Of Investments) $466,865 $0 $1,405
James G Elkins (Director Of Investments) $338,863 $0 $22,783
Carl J Laurino (Interim Cfo) $267,172 $0 $16,853
Anne M Lucke (Chief Development Officer) $256,692 $0 $29,088
Thomas P Olson (Former Cio Private Markets) $211,739 $0 $7,069
John C Norton (Former Assistant Treasurer) $202,846 $0 $27,268
Scott T Mckinney (Former Chief Legal Officer) $200,522 $0 $27,407
Brenda J Phebus (Chief Human Resources Officer) $185,245 $0 $37,506
Carrie B Park (Former Treasurer) $178,469 $0 $27,286
Sarah L Schutt (Chief Alumni Officer & Exec.) $174,302 $0 $36,332
Abigail A Cahak (Chief Legal Officer) $170,457 $0 $20,206
Falicia N Hines (Secretary) $142,842 $0 $32,702
Geoffrey M Mccloskey (Former Cfo) $133,274 $0 $13,923
Nicole R Mcdonald (Controller/Treasurer) $110,910 $0 $800
Alice Mortenson (Director Term Exp 6/2023) $0 $0 $0
Colleen A Goggins (Director Term Exp 6/2023) $0 $0 $0
Curtis J Fuszard (Director Term Exp 6/2023) $0 $0 $0
Cynthia A Ihlenfeld (Director Term Exp 6/2023) $0 $0 $0
Dr Frederick A Robertson (Director Term Exp 6/2023) $0 $0 $0
Elizabeth M Quadracci Harned (Director Term Exp 6/2023) $0 $0 $0
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990
Filed on May 13, 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
$1,306,102,571
Expenses
$379,636,732
Net Income
$926,465,839
Net Assets
$4,549,974,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $378,419,715
29.0%
Program Services $647,767
0.0%
Investment Income $68,355,641
5.2%
Bond Proceeds $0
Royalties $627,630
0.0%
Rental Property Income $260
0.0%
Net Fundraising $0
Sales of Assets $857,839,311
65.7%
Net Inventory Sales $94,056
0.0%
Other Revenue $118,191
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,453,203
1.2%
Professional Fundraising Fees $54,680
0.0%
Other Salaries and Wages $22,550,135
5.9%
Assets/Debt
Total Assets $4,965,210,272
Total Liabilities $415,236,023
Net Assets $4,549,974,249
Compensation
Key Employees and Officers Compensation Related Other
Michael M Knetter (Chief Executive Officer/Ex Officio) $718,061 $0 $139,371
Richard J Shepley (Sr. Managing Director Of Investments Pub Mrkts) $677,963 $0 $52,176
Thomas P Olson (Cio Private Markets) $539,144 $0 $52,176
Joshua M Ross (Director Of Invt Private Market) $386,386 $0 $28,717
Alisa A Robertson (President/Chief Advancement Officer) $354,684 $0 $52,176
Geoffrey M Mccloskey (Cfo (Until 2/11/22)) $262,233 $0 $49,936
Christopher A Moore (Snr Managing Dir Of Invst) $252,693 $0 $1,498
Michael L Stohler (Cio (As Of 8/9/21)) $239,144 $0 $6,499
Anne M Lucke (Chief Development Officer) $218,229 $0 $28,919
James P Kennedy (Chief Marketing And Comm. Officer) $212,257 $0 $29,886
James G Elkins (Director Of Investments) $207,212 $0 $18,823
Scott T Mckinney (Vice President Of Development) $202,046 $0 $28,777
Brad W Jolin (Vp & Managing Group Leader) $187,146 $0 $42,036
Brenda J Phebus (Chief Human Resources Officer) $173,861 $0 $35,920
Carrie B Park (Controller (Until 2/21/22)) $169,631 $0 $34,963
Sarah L Schutt (Chief Alumni Officer & Executive) $168,196 $0 $40,255
John C Norton (Assistant Treasurer) $164,196 $0 $24,437
Abigail A Cahak (Chief Legal Officer) $150,042 $0 $23,323
Falicia N Hines (Secretary) $103,267 $0 $33,056
Sally J Erdmann (Treasurer (Until 10/28/21)) $91,612 $0 $31,850
Carl J Laurino (Interim Cfoo) $0 $0 $0
Nicole Mcdonald (Controller (As Of 6/13/22)) $0 $0 $0
Alice Mortenson (Director Term Exp 6/2023) $0 $0 $0
Colleen A Goggins (Director Term Exp 6/2023) $0 $0 $0
Cory L Nettles (Director Until 3/1/22) $0 $0 $0
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990
Filed on May 15, 2023

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

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XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$739,045,115
Expenses
$391,682,705
Net Income
$347,362,410
Net Assets
$4,965,638,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $383,703,657
51.9%
Program Services $144,663
0.0%
Investment Income $61,120,216
8.3%
Bond Proceeds $0
Royalties $482,553
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $293,483,943
39.7%
Net Inventory Sales $56,747
0.0%
Other Revenue $53,336
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,595,768
1.2%
Professional Fundraising Fees $112,989
0.0%
Other Salaries and Wages $19,864,685
5.1%
Assets/Debt
Total Assets $5,692,461,410
Total Liabilities $726,822,712
Net Assets $4,965,638,698
Compensation
Key Employees and Officers Compensation Related Other
Michael M Knetter (President And Ceo/Ex Officio) $715,147 $0 $127,464
Julie M Van Cleave (Chief Investment Officer Until 10/9/2020) $651,759 $0 $29,719
Richard J Shepley (Sr. Managing Director Of Investments Pub Mrkts) $632,342 $0 $51,676
Thomas P Olson (Chief Investment Officer Private Markets) $549,712 $0 $51,676
Joshua M Ross (Director Of Investments Private Market) $359,821 $0 $32,732
Alisa A Robertson (Chief Advancement Officer) $342,203 $0 $51,676
Geoffrey M Mccloskey (Chief Financial Officer) $251,801 $0 $47,689
James P Kennedy (Chief Marketing And Communications Officer Until) $233,344 $0 $30,553
James G Elkins (Assistant Director Of Investments) $213,930 $0 $10,622
Anne M Lucke (Chief Development Officer Until 10/9/2020) $211,936 $0 $29,175
Scott T Mckinney (Chief Legal Officer Until 6/25/2021) $204,133 $0 $29,410
Brad W Jolin (Vice President & Managing Group Leader) $186,006 $0 $42,340
Brenda J Phebus (Chief Human Resources Officer) $181,811 $0 $36,022
Sarah L Schutt (Chief Alumni Officer & Executive Director, Waa) $174,107 $0 $40,455
Carrie B Park (Controller) $169,986 $0 $34,930
Nancy Francisco Welke (Managing Vp Of Dev., Medical Principal Gifts) $168,247 $0 $40,404
John C Norton (Assistant Treasurer) $150,505 $0 $23,429
Abigail A Cahak (Assistant Secretary) $147,000 $0 $19,234
Falicia N Hines (Secretary) $100,857 $0 $32,759
Sally J Erdmann (Treasurer) $89,853 $0 $32,072
Colleen A Goggins (Director Term Exp 6/2023) $0 $0 $0
Cory L Nettles (Director Term Exp 6/2023) $0 $0 $0
Curtis J Fuszard (Director Term Exp 6/2023) $0 $0 $0
Cynthia A Ihlenfeld (Director Term Exp 6/2023) $0 $0 $0
Dr Frederick A Robertson (Director Term Exp 6/2023) $0 $0 $0
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990
Filed on May 14, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,921,791
Expenses
$314,138,927
Net Income
$214,782,864
Net Assets
$4,022,647,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $303,448,471
57.4%
Program Services $2,723,843
0.5%
Investment Income $55,040,719
10.4%
Bond Proceeds $0
Royalties $585,334
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $166,998,633
31.6%
Net Inventory Sales $62,963
0.0%
Other Revenue $61,828
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,843,203
1.5%
Professional Fundraising Fees $461,759
0.1%
Other Salaries and Wages $20,683,753
6.6%
Assets/Debt
Total Assets $4,431,877,103
Total Liabilities $409,229,484
Net Assets $4,022,647,619
Compensation
Key Employees and Officers Compensation Related Other
Julie M Van Cleave (Chief Investment Officer) $923,402 $0 $29,498
Michael M Knetter (President And Ceo/Ex Officio) $689,346 $0 $135,985
Richard James Shepley (Sr. Managing Director Of Investments) $613,583 $0 $50,585
Thomas P Olson (Cio Private Markets) $576,111 $0 $50,585
Alisa A Robertson (Chief Advancement Officer) $315,355 $0 $49,941
Joshua M Ross (Director Of Investments Private Market) $272,319 $0 $8,225
Geoffrey M Mccloskey (Chief Financial Officer) $213,719 $0 $44,536
James P Kennedy (Chief Marketing & Comm Officer) $203,519 $0 $29,137
Scott T Mckinney (Coo Thru 11/8/19 Clo As Of 11/8/19) $198,581 $0 $28,384
Anne M Lucke (Chief Dev. Officer As Of 11/8/19) $195,998 $0 $26,898
Brad W Jolin (Vice President & Managing Group Lead) $178,494 $0 $40,930
Brenda J Phebus (Chief Hr Officer) $166,250 $0 $19,759
Nancy Francisco Welke (Vice President & Managing Group Lead) $160,001 $0 $31,322
Sarah L Schutt (Chief Alumni Off & Exe Dir Waa) $156,486 $0 $38,824
Jodi Kristine Patek (Vice President Of Stewards) $155,920 $0 $38,327
John C Norton (Assistant Treasurer) $140,202 $0 $22,151
Catherine M Ahrens (Secretary Thru 3/6/20) $116,251 $0 $26,293
Abigail A Cahak (Assist. Secretary) $109,968 $0 $6,588
Falicia N Hines (Secretary As Of 3/6/20) $85,153 $0 $9,653
Sally J Erdmann (Treasurer) $84,417 $0 $30,918
Stephanie L Swartz (Director Term Exp 6/2020) $0 $0 $0
Paul J Collins (Ex Officio Term Is Continuous) $0 $0 $0
Paul A Leff (Director Term Exp 6/2020) $0 $0 $0
Patrick A Thiele (Director Term Exp 6/2020) $0 $0 $0
Peter S Kies (Director Term Exp 6/2020) $0 $0 $0
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990
Filed on April 29, 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
$563,594,697
Expenses
$339,317,810
Net Income
$224,276,887
Net Assets
$3,941,114,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $340,855,349
60.5%
Program Services $2,377,245
0.4%
Investment Income $58,202,746
10.3%
Bond Proceeds $0
Royalties $611,458
0.1%
Rental Property Income $414,802
0.1%
Net Fundraising $0
Sales of Assets $160,970,188
28.6%
Net Inventory Sales $74,049
0.0%
Other Revenue $88,860
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,689,757
1.4%
Professional Fundraising Fees $487,866
0.1%
Other Salaries and Wages $17,345,805
5.1%
Assets/Debt
Total Assets $4,366,316,830
Total Liabilities $425,202,719
Net Assets $3,941,114,111
Compensation
Key Employees and Officers Compensation Related Other
Julie M Van Cleave (Chief Investment Officer) $784,492 $0 $28,998
Michael M Knetter (President And Ceo/Ex Officio) $671,383 $0 $129,730
Richard James Shepley (Sr. Managing Director Of Invest. Public Markets) $534,984 $0 $49,230
Thomas P Olson (Cio Private Markets) $503,519 $0 $49,230
Alisa A Robertson (Chief Advancement Officer) $293,360 $0 $45,815
Kari P Myrland (Chief Infor. Officer Thru 2/26/2019) $224,645 $0 $29,003
James P Kennedy (Chief Marketing & Comm Officer) $199,010 $0 $41,261
Scott T Mckinney (Chief Operating Officer) $195,155 $0 $28,008
Geoffrey M Mccloskey (Chief Financial Officer) $193,863 $0 $41,667
Anne M Lucke (Vice President & Managing Group Leader) $189,836 $0 $27,157
Brad W Jolin (Vice President & Managing Group Leader) $172,785 $0 $39,465
Jodi Kristine Patek (Vice President Of Stewardship) $159,263 $0 $30,481
Collette M Clemens (Chief Hr Officer Thru 10/5/2018) $158,643 $0 $7,510
Nancy Francisco Welke (Vice President & Managing Group Leader) $154,917 $0 $30,604
Sarah Schutt (Chief Alumni Off & Exe Dir Waa) $149,406 $0 $36,929
Amber Hodgson (Assist. Secretary Thru 2/26/2019) $127,375 $0 $14,143
John C Norton (Assistant Treasurer) $126,560 $0 $13,688
Catherine M Ahrens (Secretary) $108,791 $0 $30,114
Sally Erdmann (Treasurer) $80,273 $0 $29,581
Brenda J Phebus (Chief Hr Officer As Of 10/5/2018) $31,972 $0 $3,008
Jeffrey D Wiesner (Chair Term Exp 6/2020) $0 $0 $0
Michael S Shannon (Vice Chair Term Exp 6/2020) $0 $0 $0
Linda L Ahlers (Director Term Exp 6/2020) $0 $0 $0
Rajiv Batra (Director Term Exp 6/2020) $0 $0 $0
John D Baumann (Director Term Exp 6/2020) $0 $0 $0
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990
Filed on June 26, 2020

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
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$476,077,786
Expenses
$342,390,880
Net Income
$133,686,906
Net Assets
$3,765,167,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $312,106,090
65.6%
Program Services $2,487,711
0.5%
Investment Income $50,481,700
10.6%
Bond Proceeds $0
Royalties $634,375
0.1%
Rental Property Income $202,805
0.0%
Net Fundraising $0
Sales of Assets $109,911,147
23.1%
Net Inventory Sales $84,006
0.0%
Other Revenue $169,952
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,144,434
1.2%
Professional Fundraising Fees $700,627
0.2%
Other Salaries and Wages $19,586,097
5.7%
Assets/Debt
Total Assets $4,174,956,171
Total Liabilities $409,788,613
Net Assets $3,765,167,558
Compensation
Key Employees and Officers Compensation Related Other
Julie Van Cleave (Chief Investment Officer) $692,062 $0 $28,498
Michael M Knetter (President And Ceo/Ex Officio) $676,102 $0 $126,766
Richard J Shepley (Senior Dir. Of Investments) $481,204 $0 $48,766
Thomas P Olson (Cio Private Markets) $443,344 $0 $48,766
Alisa A Robertson (Chief Advancement Officer) $271,926 $0 $24,484
Paula E Bonner (Alumni Park) $227,244 $0 $35,719
Kari P Myrland (Chief Information Officer) $206,693 $0 $28,720
Geoffrey M Mc Closkey (Chief Financial Officer) $188,976 $0 $41,192
James P Kennedy (Chief Marketing & Comm Officer) $182,858 $0 $40,618
Anne M Lucke (Vp & Managing Group Leader) $179,433 $0 $26,079
Scott T Mckinney (Chief Operating Officer) $178,420 $0 $39,674
Brad W Jolin (Vp & Managing Group Leader) $164,804 $0 $38,684
Jodi K Patek (Chief Of Staff) $158,718 $0 $30,466
Sarah Schutt (Chief Alumni Off & Exe Dir Waa) $128,134 $0 $14,011
John C Norton (Assistant Treasurer) $111,530 $0 $12,018
Catherine M Ahrens (Secretary) $103,686 $0 $32,216
Amber Hodgson (Assistant Secretary) $102,775 $0 $17,843
Bridget A Bush (Treasurer Thru 3/2018) $92,079 $0 $31,592
Sally Erdmann (Treasurer As Of 3/2018) $81,189 $0 $29,704
Jeffrey D Wiesner (Chair Term Exp 6/2020) $0 $0 $0
Michael S Shannon (Vice Chair Term Exp 6/2020) $0 $0 $0
Linda L Ahlers (Director Term Exp 6/2020) $0 $0 $0
Rajiv Batra (Director Term Exp 6/2020) $0 $0 $0
John D Baumann (Director Term Exp 6/2020) $0 $0 $0
Susan J Cellmer (Director Term Exp 6/2020) $0 $0 $0
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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
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
$490,536,883
Expenses
$339,384,291
Net Income
$151,152,592
Net Assets
$3,527,617,418
Notable Sources of Revenue Percent of Total Revenue
Contributions $338,356,589
69.0%
Program Services $2,931,301
0.6%
Investment Income $36,206,902
7.4%
Bond Proceeds $0
Royalties $996,460
0.2%
Rental Property Income $8,630
0.0%
Net Fundraising $0
Sales of Assets $111,768,721
22.8%
Net Inventory Sales $39,559
0.0%
Other Revenue $228,721
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,635,080
1.1%
Professional Fundraising Fees $717,001
0.2%
Other Salaries and Wages $19,187,352
5.7%
Assets/Debt
Total Assets $3,935,324,656
Total Liabilities $407,707,238
Net Assets $3,527,617,418
Compensation
Key Employees and Officers Compensation Related Other
Julie Van Cleave (Chief Investment Officer) $707,617 $0 $27,998
Michael M Knetter (President And Ceo) $676,683 $0 $124,489
Thomas P Olson (Cio Private Markets) $478,879 $0 $47,989
Richard J Shepley (Senior Dir. Of Investments) $381,204 $0 $32,093
Paula E Bonner (Ex Officio/Chief Alumni Office) $274,338 $0 $39,436
Alisa A Robertson (Assistant Treasurer) $256,264 $0 $22,052
Kari P Myrland (Chief Information Officer) $202,651 $0 $28,020
Geoffrey M Mc Closkey (Chief Financial Officer) $193,049 $0 $41,314
James P Kennedy (Chief Marketing Officer) $176,591 $0 $39,643
Scott T Mckinney (Chief Admin & Dir Legal Affair) $170,773 $0 $38,603
Anne M Lucke (Vp & Managing Group Leader) $167,229 $0 $24,679
Brad W Jolin (Vp & Managing Group Leader) $154,662 $0 $37,318
Jodi K Patek (Chief Of Staff) $153,490 $0 $29,728
Catherine M Ahrens (Secretary) $101,004 $0 $24,481
Amber Hodgson (Assistant Secretary) $99,379 $0 $16,613
Bridget A Bush (Treasurer) $89,556 $0 $20,690
Jeffrey D Wiesner (Chair Term Is Continuous) $0 $0 $0
Richard L Antoine (Ex Officio Term Exp 6/2017) $0 $0 $0
Nancy L Ballsrud (Director Term Exp 6/2017) $0 $0 $0
Rajiv Batra (Director Term Exp 6/2020) $0 $0 $0
John D Baumann (Director Term Exp 6/2020) $0 $0 $0
Susan J Cellmer (Director Term Exp 6/2020) $0 $0 $0
Jerome A Chazen (Director Term Exp 6/2020) $0 $0 $0
Paul J Collins (Ex Officio Term Is Continuous) $0 $0 $0
Jeffrey J Diermeier (Director Term Exp 6/2020) $0 $0 $0
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990
Filed on May 14, 2018

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
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$221,285,357
Expenses
$188,277,995
Net Income
$33,007,362
Net Assets
$3,196,952,482
Notable Sources of Revenue Percent of Total Revenue
Contributions $151,673,056
68.5%
Program Services $1,177,580
0.5%
Investment Income $14,737,737
6.7%
Bond Proceeds $0
Royalties $245,387
0.1%
Rental Property Income $11,854
0.0%
Net Fundraising $0
Sales of Assets $53,273,689
24.1%
Net Inventory Sales $13,543
0.0%
Other Revenue $152,511
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,941,521
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $8,843,866
4.7%
Assets/Debt
Total Assets $3,520,794,514
Total Liabilities $323,842,032
Net Assets $3,196,952,482

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 Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$667,876,323
Expenses
$278,291,555
Net Income
$389,584,768
Net Assets
$3,176,461,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $543,651,612
81.4%
Program Services $3,503,387
0.5%
Investment Income $25,553,777
3.8%
Bond Proceeds $0
Royalties $1,024,098
0.2%
Rental Property Income $44,380
0.0%
Net Fundraising $0
Sales of Assets $93,913,309
14.1%
Net Inventory Sales $85,364
0.0%
Other Revenue $70,712
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,905,983
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $17,662,813
6.3%
Assets/Debt
Total Assets $3,492,673,853
Total Liabilities $316,212,663
Net Assets $3,176,461,190
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie M Van Cleave (Chief Investment Officer) $733,621 $0 $27,998
Michael M Knetter (President And Ceo) $624,671 $0 $109,151
Thomas P Olson (Cio Private Markets) $512,940 $0 $45,151
Paula E Bonner (Chief Alumi Officer/Ex Officio) $277,409 $0 $38,317
Alisa A Robertson (Assistant Secretary) $229,839 $0 $21,050
Kari P Myrland (Chief Information Officer) $197,913 $0 $27,058
Kong Her (Sr Dir Inv Fixed Income) $184,829 $0 $16,656
Geoffrey M Mc Closkey (Chief Financial Officer) $176,323 $0 $36,659
James P Kennedy (Chief Marketing Officer) $172,856 $0 $34,467
Russell N Howes (Assistant Treasurer) $168,769 $0 $24,573
Marion F Brown (Vp Of Development) $167,854 $0 $17,901
Anne M Lucke (Vp & Managing Group Leader) $160,914 $0 $23,181
Steven C Hudson (Chief Financial Officer) $158,533 $0 $27,175
Scott T Mc Kinney (Chief Administrative Officer) $154,232 $0 $22,392
Jodi K Patek (Chief Of Staff) $152,145 $0 $27,958
Catherine M Ahrens (Secretary) $101,968 $0 $28,789
Bridget A Bush (Treasurer) $96,166 $0 $10,335
Mary M De Niro (Chief Engagement Officer) $46,985 $0 $7,963
Thomas J Falk (Chair Term Exp 6/2017) $0 $0 $0
Jeffery D Wiesner (Vice Chair Term Exp 6/2017) $0 $0 $0
Richard L Antoine (Ex Officio Term Is Continuous) $0 $0 $0
Nancy L Ballsrud (Director Term Exp 6/2017) $0 $0 $0
Rajiv Batra (Director Term Exp 6/2018) $0 $0 $0
John D Baumann (Director Term Exp 6/2017) $0 $0 $0
Susan J Cellmer (Director Term Exp 6/2017) $0 $0 $0
See filing for compensation of 42 other people →
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Document Links

990
Filed on Nov. 15, 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
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$544,926,542
Expenses
$294,518,413
Net Income
$250,408,129
Net Assets
$2,909,162,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $388,508,377
71.3%
Program Services $1,972,234
0.4%
Investment Income $38,133,487
7.0%
Bond Proceeds $0
Royalties $500,084
0.1%
Rental Property Income $67,892
0.0%
Net Fundraising $0
Sales of Assets $115,726,914
21.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,426,210
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $12,468,437
4.2%
Assets/Debt
Total Assets $3,283,644,772
Total Liabilities $374,482,676
Net Assets $2,909,162,096
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julie Van Cleave (Chief Investment Officer) $601,410 $0 $11,498
Michael M Knetter (President And Ceo) $568,608 $0 $109,574
Thomas P Olson (Chief Investment Officer) $474,015 $0 $45,574
John Dobson (Managing Sr Dir Term 5/2014) $280,952 $0 $15,990
Steven L Hudson (Chief Financial Officer) $225,727 $0 $42,524
Kari Myrland (Chief Information Officer) $208,008 $0 $26,286
Alisa A Robertson (Assistant Treasurer) $206,301 $0 $18,995
Russell N Howes (Assistant Secretary) $184,215 $0 $31,321
Marion Brown (Vice President Of Development) $166,857 $0 $18,579
James Kennedy (Chief Marketing Officer) $164,533 $0 $17,874
Jodi Patek (Chief Of Staff) $156,470 $0 $27,955
Anne Lucke (Vp & Managing Group Leader) $149,142 $0 $22,102
Geoffrey M Mc Closkey (Controller) $134,038 $0 $32,269
Paula E Bonner (Ex Officio/Chief Alumni Office) $117,633 $0 $19,646
Catherine M Ahrens (Secretary) $99,719 $0 $29,456
Mary M De Niro (Chief Engagement Officer) $87,997 $0 $16,091
Bridget A Bush (Treasurer) $84,259 $0 $9,825
Richard L Antoine (Ex Officio Term Is Continuous) $0 $0 $0
Nancy L Ballsrud (Director Term Exp 6/2017) $0 $0 $0
John D Baumann (Director Term Exp 6/2017) $0 $0 $0
Susan J Cellmer (Director Term Exp 6/2015) $0 $0 $0
Jerome A Chazen (Director Term Exp 6/2014) $0 $0 $0
Paul J Collins (Ex Officio Term Is Continuous) $0 $0 $0
Connie R Curran (Director Thru 11/2014) $0 $0 $0
Jeffrey J Diermeier (Director Term Exp 6/2014) $0 $0 $0
See filing for compensation of 48 other people →
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Document Links

990
Filed on Nov. 16, 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
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$377,146,989
Expenses
$275,885,677
Net Income
$101,261,312
Net Assets
$2,712,045,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $266,773,753
70.7%
Program Services $0
Investment Income $33,275,734
8.8%
Bond Proceeds $0
Royalties $489,676
0.1%
Rental Property Income $47,144
0.0%
Net Fundraising $0
Sales of Assets $76,440,306
20.3%
Net Inventory Sales $0
Other Revenue $120,376
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,615,437
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $11,003,846
4.0%
Assets/Debt
Total Assets $3,100,909,316
Total Liabilities $388,863,359
Net Assets $2,712,045,957
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Michael M Knetter (President And Ceo) $529,138 $0 $104,930
Thomas P Olson (Chief Investment Officer) $456,665 $0 $45,430
John Dobson (Managing Senior Director Inv) $381,713 $0 $27,088
Mark Lefebvre (Sr Vp For Principal Gifts) $334,645 $0 $15,833
Daniel Julie (Senior Director Of Investments) $308,648 $0 $28,530
Julie Van Cleave (Chief Investment Officer) $221,700 $0 $1,264
Steven L Hudson (Chief Financial Officer) $220,004 $0 $42,276
Kari Myrland (Chief Information Officer) $181,031 $0 $10,928
Russell N Howes (Assistant Secretary) $177,372 $0 $31,205
Jean Francis Lopez De Valdivia (Senior Director Of Investments) $168,491 $0 $24,127
Alisa A Robertson (Assistant Treasurer) $168,017 $0 $18,329
Marion Brown (Vice President Of Development) $164,825 $0 $18,632
Geoffrey M Mc Closkey (Controller) $119,743 $0 $30,157
Catherine M Ahrens (Secretary) $98,183 $0 $29,571
Bridget A Bush (Treasurer) $86,039 $0 $10,110
Richard L Antoine (Chair Term Is Continuous) $0 $0 $0
John E Berndt (Director Term Exp 6/2013) $0 $0 $0
Paula E Bonner (Ex Officio Term Is Continuous) $0 $0 $0
Nancy T Borghesi (Director Term Exp 6/2013) $0 $0 $0
Susan J Cellmer (Director Term Exp 6/2015) $0 $0 $0
Jerome A Chazen (Director Term Exp 6/2014) $0 $0 $0
Paul J Collins (Ex Officio Term Is Continuous) $0 $0 $0
Connie R Curran (Director Term Exp 6/2016) $0 $0 $0
Jeffrey J Diermeier (Director Term Exp 6/2014) $0 $0 $0
Susan S Engeleiter (Director Term Exp 6/2015) $0 $0 $0
See filing for compensation of 42 other people →
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Document Links

990
Filed on Nov. 13, 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 Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$347,308,409
Expenses
$252,992,105
Net Income
$94,316,304
Net Assets
$2,388,896,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $211,242,673
60.8%
Program Services $0
Investment Income $25,031,163
7.2%
Bond Proceeds $0
Royalties $508,886
0.1%
Rental Property Income $53,773
0.0%
Net Fundraising $0
Sales of Assets $110,368,109
31.8%
Net Inventory Sales $0
Other Revenue $103,805
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,479,295
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $10,978,397
4.3%
Assets/Debt
Total Assets $2,756,835,399
Total Liabilities $367,938,848
Net Assets $2,388,896,551

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 Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$299,717,211
Expenses
$245,516,233
Net Income
$54,200,978
Net Assets
$2,205,126,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $197,541,841
65.9%
Program Services $0
Investment Income $24,013,016
8.0%
Bond Proceeds $0
Royalties $70,172
0.0%
Rental Property Income $51,855
0.0%
Net Fundraising $0
Sales of Assets $78,040,327
26.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,110,627
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $9,678,838
3.9%
Assets/Debt
Total Assets $2,532,717,884
Total Liabilities $327,591,754
Net Assets $2,205,126,130

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 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
990-T

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

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
990-T

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

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
990-T

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

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
PDF (2 of 2)

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
990-T

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

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
990-T

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

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

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