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Filene Research Institute Inc

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: Public, Society Benefit — Multipurpose and Other / Financial Institutions, Services (Non-Government Related) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$8.17M (2023)

Expenses
$8.44M (2023)

Total Assets
$15.2M (2023)

Total Liabilities
$2.28M (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
$8,172,458
Expenses
$8,444,014
Net Income
-$271,556
Net Assets
$12,969,619
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,473,926
91.5%
Program Services $540,840
6.6%
Investment Income $96,659
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $60,000
0.7%
Net Fundraising $0
Sales of Assets $1,033
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,248,471
Total Liabilities $2,278,852
Net Assets $12,969,619
Compensation
Key Employees and Officers Compensation Related Other
Keith Sultemeier (Chairperson) $0 $0 $0
April Clobes (Vice Chairperson) $0 $0 $0
Ty Muse (Treasurer) $0 $0 $0
Tracie Kenyon (Director (Thru January)) $0 $0 $0
Mike Schenk (Director) $0 $0 $0
Maurice Smith (Director (Thru August)) $0 $0 $0
Rob Purtell (Director) $0 $0 $0
Bill Cheney (Director) $0 $0 $0
Patty Campbell (Director) $0 $0 $0
Lily Newfarmer (Director) $0 $0 $0
Kevin Johnson (Director) $0 $0 $0
Mark Meyer (President & Chief Executive Officer) $0 $0 $0
Patsy Stewart (Chief Finance & Operations Officer) $0 $0 $0
Jeremy Tollefson (Dir Of Executive Relations/Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,184,489
Expenses
$7,646,292
Net Income
$538,197
Net Assets
$13,085,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,493,362
91.6%
Program Services $630,049
7.7%
Investment Income $56,440
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,466
0.0%
Net Inventory Sales $0
Other Revenue $1,172
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,627,615
Total Liabilities $1,542,181
Net Assets $13,085,434
Compensation
Key Employees and Officers Compensation Related Other
Keith Sultemeier (Chairperson) $0 $0 $0
April Clobes (Vice Chairperson) $0 $0 $0
Ty Muse (Treasurer) $0 $0 $0
Tracie Kenyon (Director) $0 $0 $0
Mike Schenk (Director) $0 $0 $0
Maurice Smith (Director) $0 $0 $0
Rob Purtell (Director) $0 $0 $0
Bill Cheney (Director) $0 $0 $0
Patty Campbell (Director) $0 $0 $0
Mark Meyer (President & Chief Executive Officer) $0 $0 $0
Patsy Stewart (Chief Finance & Operations Officer) $0 $0 $0
Jeremy Tollefson (Dir Of Executive Relations / Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,960,139
Expenses
$7,418,239
Net Income
$541,900
Net Assets
$12,633,163
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,298,178
91.7%
Program Services $589,970
7.4%
Investment Income $62,755
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,309
0.1%
Net Inventory Sales $0
Other Revenue $927
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,328,197
Total Liabilities $1,695,034
Net Assets $12,633,163
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chairperson) $0 $0 $0
Keith Sultemeier (Vice Chairperson) $0 $0 $0
Ty Muse (Secretary) $0 $0 $0
April Clobes (Treasurer) $0 $0 $0
Mike Schenk (Director) $0 $0 $0
Rob Purtell (Director (Beg Jan 2021)) $0 $0 $0
Maurice Smith (Director) $0 $0 $0
Bob Trunzo (Director (Thru Jan 2021)) $0 $0 $0
Bill Cheney (Director) $0 $0 $0
Patty Campbell (Director) $0 $0 $0
Mark Meyer (President & Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,102,854
Expenses
$8,425,478
Net Income
$1,677,376
Net Assets
$12,129,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,302,481
92.1%
Program Services $712,050
7.0%
Investment Income $90,131
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,808
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,025,616
Total Liabilities $1,896,091
Net Assets $12,129,525
Compensation
Key Employees and Officers Compensation Related Other
Tracie Kenyon (Chairperson) $0 $0 $0
Keith Sultemeier (Vice Chairperson) $0 $0 $0
Ty Muse (Secretary) $0 $0 $0
April Clobes (Treasurer) $0 $0 $0
Mike Schenk (Director) $0 $0 $0
Paul Kundert (Director) $0 $0 $0
Maurice Smith (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Eric Dillon (Director) $0 $0 $0
Patty Campbell (Director) $0 $0 $0
Bill Cheney (Director) $0 $0 $0
Mark Meyer (President And Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,124,558
Expenses
$7,649,620
Net Income
$1,474,938
Net Assets
$10,427,124
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,713,531
84.5%
Program Services $1,333,649
14.6%
Investment Income $77,378
0.8%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,051,372
Total Liabilities $1,624,248
Net Assets $10,427,124
Compensation
Key Employees and Officers Compensation Related Other
Angie Owens (Chairperson Thru January 24) $0 $0 $0
Jan Roche (Vice Chairperson Thru January 24) $0 $0 $0
Keith Sultemeier (Director Thru January And Vice Chairperson In Feb) $0 $0 $0
Tracie Kenyon (Treasurer Through January Then Chairperson) $0 $0 $0
Mike Schenk (Secretary Thru January And Director In February) $0 $0 $0
Ty Muse (Secretary Beginning January 24) $0 $0 $0
April Clobes (Treasurer Beginning January 24) $0 $0 $0
Paul Kundert (Director) $0 $0 $0
Maurice Smith (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Eric Dillon (Director) $0 $0 $0
Mark Meyer (President And Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,167,298
Expenses
$7,632,505
Net Income
-$465,207
Net Assets
$8,910,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,307,826
74.1%
Program Services $1,790,254
25.0%
Investment Income $69,218
1.0%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,469,745
Total Liabilities $1,558,980
Net Assets $8,910,765
Compensation
Key Employees and Officers Compensation Related Other
Angie Owens (Chairperson) $0 $0 $0
Jan Roche (Vice Chairperson) $0 $0 $0
Tracie Kenyon (Treasurer) $0 $0 $0
Jim Nussle (Secretary) $0 $0 $0
Mike Schenk (Secretary) $0 $0 $0
Paul Kundert (Director) $0 $0 $0
Maurice Smith (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Shruti Miyashiro (Director) $0 $0 $0
Keith Sultemeier (Director) $0 $0 $0
Eric Dillon (Director) $0 $0 $0
Mark Meyer (Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,892,261
Expenses
$6,122,449
Net Income
$1,769,812
Net Assets
$9,420,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,179,338
78.3%
Program Services $1,696,902
21.5%
Investment Income $16,021
0.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,947,895
Total Liabilities $1,527,020
Net Assets $9,420,875
Compensation
Key Employees and Officers Compensation Related Other
Maurice Smith (Chairperson) $0 $0 $0
Angie Owens (Vice Chairperson) $0 $0 $0
Tracie Kenyon (Treasurer) $0 $0 $0
Jim Nussle (Secretary) $0 $0 $0
Paul Kundert (Director) $0 $0 $0
Jan Roche (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Shruti Miyashiro (Director) $0 $0 $0
Steve Suleski (Advisory Member) $0 $0 $0
Mike Schenk (Advisory Member) $0 $0 $0
Mark Meyer (Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,090,567
Expenses
$5,338,428
Net Income
$2,752,139
Net Assets
$7,660,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,807,075
84.1%
Program Services $1,046,485
12.9%
Investment Income $24,001
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $213,006
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,741,168
Total Liabilities $1,081,012
Net Assets $7,660,156
Compensation
Key Employees and Officers Compensation Related Other
Angie Owens (Vice Chairperson) $0 $0 $0
Maurice Smith (Chairperson) $0 $0 $0
Tracie Kenyon (Treasurer) $0 $0 $0
Jim Nussle (Secretary) $0 $0 $0
Paul Kundert (Director) $0 $0 $0
Jan Roche (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Bill Hampel (Advisory Member) $0 $0 $0
Steve Suleski (Advisory Member) $0 $0 $0
Mark Meyer (Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,071,436
Expenses
$5,001,987
Net Income
$1,069,449
Net Assets
$4,914,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,846,020
79.8%
Program Services $1,199,931
19.8%
Investment Income $25,485
0.4%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,736,048
Total Liabilities $821,817
Net Assets $4,914,231
Compensation
Key Employees and Officers Compensation Related Other
Paul Kundert (Chairperson) $0 $0 $0
Maurice Smith (Vice Chairperson) $0 $0 $0
Tracie Kenyon (Treasurer) $0 $0 $0
Jim Nussle (Secretary) $0 $0 $0
Jan Roche (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Angie Owens (Director) $0 $0 $0
Mark Meyer (Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,828,834
Expenses
$4,972,744
Net Income
-$143,910
Net Assets
$3,877,669
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,932,120
81.4%
Program Services $872,476
18.1%
Investment Income $29,424
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,186
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,613,876
Total Liabilities $736,207
Net Assets $3,877,669
Compensation
Key Employees and Officers Compensation Related Other
Paul Kundert (Chairperson) $0 $0 $0
Maurice Smith (Vice Chairperson) $0 $0 $0
Bill Cheney (Treasurer) $0 $0 $0
Tracie Kenyon (Secretary) $0 $0 $0
Patricia Smith (Director) $0 $0 $0
Jan Roche (Director) $0 $0 $0
Bob Trunzo (Director) $0 $0 $0
Mark Meyer (Chief Executive Officer) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,098,631
Expenses
$4,281,586
Net Income
-$182,955
Net Assets
$4,025,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,385,484
82.6%
Program Services $671,998
16.4%
Investment Income $41,156
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $360,535
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,600,024
Total Liabilities $574,580
Net Assets $4,025,444

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,334,010
Expenses
$3,496,579
Net Income
$837,431
Net Assets
$4,299,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,496,232
80.7%
Program Services $822,931
19.0%
Investment Income $14,847
0.3%
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 $319,673
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,969,389
Total Liabilities $669,441
Net Assets $4,299,948

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,130,922
Expenses
$2,581,127
Net Income
$549,795
Net Assets
$3,463,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,904,537
92.8%
Program Services $205,006
6.5%
Investment Income $21,379
0.7%
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 $718,781
27.8%
Professional Fundraising Fees $0
Other Salaries and Wages $177,626
6.9%
Assets/Debt
Total Assets $3,700,600
Total Liabilities $237,260
Net Assets $3,463,340

Document Links

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

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

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

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

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

Fiscal Year Ending June
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

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

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

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

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

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.

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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

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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.
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