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Catholic United Financial

400 Seven Dolors

Organization summary

Type of Nonprofit

Designated as a Fraternal beneficiary societies and associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$73.5M (2023)

Expenses
$73.5M (2023)

Total Assets
$999M (2023)

Total Liabilities
$975M (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,502,168
Expenses
$73,545,830
Net Income
-$43,662
Net Assets
$24,441,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,829,236
41.9%
Investment Income $38,099,542
51.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $90,958
0.1%
Net Fundraising $0
Sales of Assets $518,903
0.7%
Net Inventory Sales $0
Other Revenue $3,963,529
5.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $921,726
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $5,139,907
7.0%
Assets/Debt
Total Assets $999,429,811
Total Liabilities $974,988,442
Net Assets $24,441,369
Compensation
Key Employees and Officers Compensation Related Other
Michael Ahles (President/Chairman) $386,990 $0 $40,066
Paul Zastrow (Sr. Vp, Secretary/Treasurer) $334,969 $0 $37,451
John Tetzloff (Director Of Sales) $213,043 $0 $30,413
Butch Byers (Southwest Regional Director) $175,149 $0 $1,403
Jack Kerbeshian (Director Of Product) $161,769 $0 $1,529
John Kolodziejczyk (Directorof Information Systems) $159,130 $0 $31,720
Gregory Gall (Central Regional Director) $151,907 $0 $16,736
Renee Brod (Board Member) $23,550 $0 $0
James Wensel (Board Member) $23,250 $0 $0
Martin Seifert (Board Member) $21,250 $0 $0
Jean Hart (Board Member) $19,250 $0 $0
Robert F Krattenmaker (Board Member) $18,850 $0 $0
James Gibbons (Board Member) $18,850 $0 $0
William Lucas (Board Member) $18,850 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,850,379
Expenses
$78,547,910
Net Income
-$6,697,531
Net Assets
$29,802,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,341,378
46.4%
Investment Income $41,731,762
58.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $54,821
0.1%
Net Fundraising $0
Sales of Assets -$3,277,582
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $918,928
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $5,213,058
6.6%
Assets/Debt
Total Assets $1,055,250,995
Total Liabilities $1,025,448,009
Net Assets $29,802,986
Compensation
Key Employees and Officers Compensation Related Other
Michael Ahles (President/Chairman) $393,578 $0 $33,268
Paul Zastrow (Sr. Vp, Secretary/Treasurer) $336,942 $0 $33,266
John Tetzloff (Director Of Sales) $208,889 $0 $27,983
Dean Demarais (Member Advisor Team Lead) $176,713 $0 $14,544
Gregory Gall (Central Regional Director) $164,581 $0 $32,999
Jack Kerbeshian (Director Of Product Management) $163,564 $0 $1,460
Butch Byers (Southwest Regional Director) $156,685 $0 $1,117
Robert F Krattenmaker (Board Member) $18,375 $0 $0
Renee Brod (Board Member) $17,250 $0 $0
James Wensel (Board Member) $17,250 $0 $0
Martin Seifert (Board Member) $17,250 $0 $0
Jean Hart (Board Member) $17,250 $0 $0
James Gibbons (Board Member) $17,250 $0 $0
William Lucas (Board Member) $17,250 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,273,025
Expenses
$63,814,163
Net Income
$458,862
Net Assets
$36,528,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,030,093
68.5%
Investment Income $12,709,656
19.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $61,991
0.1%
Net Fundraising $0
Sales of Assets $2,234,832
3.5%
Net Inventory Sales $0
Other Revenue $5,236,453
8.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $924,603
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,953,018
6.2%
Assets/Debt
Total Assets $1,060,682,360
Total Liabilities $1,024,153,581
Net Assets $36,528,779
Compensation
Key Employees and Officers Compensation Related Other
Michael Ahles (President/Chairman) $379,798 $0 $48,002
Paul Zastrow (Sr. Vp, Secretary/Treasurer) $320,833 $0 $34,319
Patrick Brown (Regional Sales Manager) $218,423 $0 $92,406
John Tetzloff (Director Of Sales) $208,946 $0 $50,053
Dean Demarais (Sales Rep) $199,053 $0 $36,989
John Kolojziejczyk (Director Of Information Systems) $152,841 $0 $15,574
Gregory Gall (Regional Sales Manager) $151,373 $0 $40,513
Jackie Ottoson (Director Of Human Resources) $139,459 $0 $6,751
James Wensel (Board Member) $23,650 $0 $0
Renee Brod (Board Member) $22,050 $0 $0
Martin Seifert (Board Member) $22,050 $0 $0
Robert F Krattenmaker (Board Member) $19,550 $0 $0
Jean Hart (Board Member) $18,250 $0 $0
James Gibbons (Board Member) $18,050 $0 $0
William Lucas (Board Member) $18,050 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$64,726,366
Expenses
$66,430,133
Net Income
-$1,703,767
Net Assets
$35,028,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,948,787
57.1%
Investment Income $23,412,502
36.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $59,545
0.1%
Net Fundraising $0
Sales of Assets -$66,828
Net Inventory Sales $0
Other Revenue $4,372,360
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $926,547
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,021,424,544
Total Liabilities $986,395,775
Net Assets $35,028,769
Compensation
Key Employees and Officers Compensation Related Other
Michael Ahles (President/Chairman) $372,252 $0 $38,093
Patrick Brown (Regional Sales Manager) $191,015 $0 $59,216
John Tetzloff (Advanced Case Specialist/Trainer) $186,855 $0 $38,663
Harald Borrmann (President/Chairman) $180,533 $0 $46,246
Tom Schisler (Director Of Sales) $165,530 $0 $39,027
Deborah Gephart (Director Of Human Resources) $157,488 $0 $28,071
Angela Forsman (Director Of Finance) $154,361 $0 $3,206
Paul Zastrow (Vp, Secretary/Treasurer) $137,332 $0 $12,540
Robert F Krattenmaker (Board Member) $22,650 $0 $0
James Wensel (Board Member) $20,250 $0 $0
William Lucas (Board Member) $19,650 $0 $0
James Gibbons (Board Member) $19,650 $0 $0
Jean Hart (Board Member) $19,650 $0 $0
Renee Brod (Board Member) $18,850 $0 $0
Martin Seifert (Board Member) $18,850 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$75,032,534
Expenses
$75,612,310
Net Income
-$579,776
Net Assets
$39,801,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,849,917
57.1%
Investment Income $28,827,262
38.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,331
0.1%
Net Fundraising $0
Sales of Assets -$654,798
Net Inventory Sales $0
Other Revenue $3,953,822
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,045,236
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $4,371,324
5.8%
Assets/Debt
Total Assets $1,001,210,528
Total Liabilities $961,409,207
Net Assets $39,801,321
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $375,291 $0 $102,117
Michael Ahles (Senior Vp And Secretary/Treasurer) $361,051 $0 $67,227
Patrick Brown (Regional Sales Manager) $222,863 $0 $111,874
John Tetzloff (Advanced Case Specialist/Trainer) $193,479 $0 $73,025
Tom Schisler (Director Of Sales) $165,169 $0 $70,219
Peter Ryan (Sales Rep) $161,414 $0 $60,893
Gregory Gall (Regional Sales Manager) $151,255 $0 $70,912
Robert F Krattenmaker (Board Member) $22,650 $0 $0
James Wensel (Board Member) $20,250 $0 $0
William Lucas (Board Member) $19,650 $0 $0
James Gibbons (Board Member) $19,650 $0 $0
Jean Hart (Board Member) $19,650 $0 $0
Renee Brod (Board Member) $18,850 $0 $0
Martin Seifert (Board Member) $18,850 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,331,214
Expenses
$77,722,076
Net Income
$609,138
Net Assets
$40,680,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,279,682
56.5%
Investment Income $30,340,358
38.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $58,462
0.1%
Net Fundraising $0
Sales of Assets $76,443
0.1%
Net Inventory Sales $0
Other Revenue $3,576,269
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $952,595
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $4,671,567
6.0%
Assets/Debt
Total Assets $969,975,238
Total Liabilities $929,295,237
Net Assets $40,680,001
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $360,487 $0 $117,617
Michael Ahles (Senior Vp And Secretary/Treasurer) $334,368 $0 $65,702
Patrick Brown (Regional Sales Manager) $250,178 $0 $154,050
John Tetzloff (Advanced Case Specialist/Trainer) $159,388 $0 $77,476
Tom Schisler (Director Of Sales) $158,552 $0 $92,708
John Kolodziejczyk (Director Of Information Technologies) $146,517 $0 $54,160
Deborah Gephart (Asst Senior Vice President And Secretary Treasurer) $134,312 $0 $81,674
Robert F Krattenmaker (Board Member) $18,100 $0 $0
James Wensel (Board Member) $16,800 $0 $0
William Lucas (Board Member) $16,700 $0 $0
Patricia Kasella (Board Member) $16,700 $0 $0
Martin Seifert (Board Member) $16,700 $0 $0
Renee Brod (Board Member) $16,400 $0 $0
Jean Hart (Board Member) $16,400 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$71,977,805
Expenses
$59,205,056
Net Income
$12,772,749
Net Assets
$40,623,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,817,696
60.9%
Investment Income $24,818,135
34.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $56,717
0.1%
Net Fundraising $0
Sales of Assets $158,386
0.2%
Net Inventory Sales $0
Other Revenue $3,126,871
4.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $916,214
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $4,339,827
7.3%
Assets/Debt
Total Assets $934,834,737
Total Liabilities $894,210,933
Net Assets $40,623,804
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $348,788 $0 $76,360
Michael Ahles (Senior Vp And Secretary/Treasurer) $312,686 $0 $63,580
Patrick Brown (Regional Sales Manager) $198,849 $0 $79,157
Tom Schisler (Director Of Sales) $166,233 $0 $58,555
John Tetzloff (Advanced Case Specialist/Trainer) $160,521 $0 $62,587
John Kolodziejczyk (Director Of Information Technologies) $138,043 $0 $48,100
Greg Gall (Regional Sales Manager) $132,627 $0 $48,633
George Gmach (Board Member) $16,900 $0 $0
Robert F Krattenmaker (Board Member) $15,900 $0 $0
William Lucas (Board Member) $15,700 $0 $0
Jean Hart (Board Member) $15,700 $0 $0
Renee Brod (Board Member) $15,700 $0 $0
Patricia Kasella (Board Member) $15,700 $0 $0
Martin Seifert (Board Member) $15,700 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$104,081,009
Expenses
$103,485,330
Net Income
$595,679
Net Assets
$29,132,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,953,554
60.5%
Investment Income $38,165,540
36.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $54,728
0.1%
Net Fundraising $0
Sales of Assets $223,787
0.2%
Net Inventory Sales $0
Other Revenue $2,683,400
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $917,524
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,621,486
4.5%
Assets/Debt
Total Assets $919,296,139
Total Liabilities $890,163,519
Net Assets $29,132,620
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $357,591 $0 $81,932
Michael Ahles (Senior Vp And Secretary/Treasurer) $311,055 $0 $54,947
Patrick Brown (Regional Sales Manager) $283,845 $0 $98,243
Mike Matuska (Sales Rep) $176,246 $0 $52,145
Susan Stenzel (Sales Rep) $168,598 $0 $71,217
Tom Schisler (Director Of Sales) $165,568 $0 $65,437
John Tetzloff (Advanced Case Specialist/Trainer) $164,867 $0 $60,913
George Gmach (Board Member) $17,600 $0 $0
Robert F Krattenmaker (Board Member) $15,900 $0 $0
William Lucas (Board Member) $15,700 $0 $0
John Maile (Board Member) $15,700 $0 $0
Renee Brod (Board Member) $15,700 $0 $0
Patricia Kasella (Board Member) $15,700 $0 $0
Michael J Schmitz (Board Member) $15,700 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,313,207
Expenses
$95,713,428
Net Income
$599,779
Net Assets
$24,937,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,877,256
58.0%
Investment Income $37,661,291
39.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $51,361
0.1%
Net Fundraising $0
Sales of Assets $685,827
0.7%
Net Inventory Sales $0
Other Revenue $2,037,472
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $910,980
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $4,280,907
4.5%
Assets/Debt
Total Assets $869,661,055
Total Liabilities $844,723,584
Net Assets $24,937,471
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $359,784 $0 $71,077
Michael Ahles (Senior Vp And Secretary/Treasurer) $312,628 $0 $45,436
Patrick Brown (Regional Sales Manager) $248,494 $0 $91,981
Tom Schisler (Director Of Sales) $170,221 $0 $61,828
Peter Ryan (Sales Rep) $168,598 $0 $47,461
Susan Stenzel (Sales Rep) $154,802 $0 $57,093
John Tetzloff (Advanced Case Specialist/Trainer) $152,218 $0 $52,891
George Gmach (Board Member) $20,300 $0 $0
Robert F Krattenmaker (Board Member) $18,500 $0 $0
William Lucas (Board Member) $17,100 $0 $0
John Maile (Board Member) $16,700 $0 $0
Renee Brod (Board Member) $16,700 $0 $0
Patricia Kasella (Board Member) $16,700 $0 $0
Michael J Schmitz (Board Member) $16,055 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$88,247,274
Expenses
$87,499,080
Net Income
$748,194
Net Assets
$26,389,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,575,780
55.0%
Investment Income $37,594,635
42.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $43,906
0.0%
Net Fundraising $0
Sales of Assets $715,489
0.8%
Net Inventory Sales $0
Other Revenue $1,317,464
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $857,972
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $833,736,867
Total Liabilities $807,347,480
Net Assets $26,389,387
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $345,805 $0 $58,083
Michael Ahles (Senior Vp And Secretary/Treasurer) $300,972 $0 $33,713
Patrick Brown (Regional Sales Manager) $217,390 $0 $57,947
John Tetzloff (Advanced Case Specialist/Trainer) $168,598 $0 $41,588
Susan Stenzel (Sales Rep) $143,708 $0 $41,199
Gregory Gall (Sales Rep) $143,597 $17,141 $30,904
Peter Ryan (Sales Rep) $143,510 $0 $37,387
Joseph Kueppers (Board Member) $19,700 $0 $0
Robert F Krattenmaker (Board Member) $18,100 $0 $0
George Gmach (Board Member) $17,600 $0 $0
John Maile (Board Member) $16,700 $0 $0
Michael J Schmitz (Board Member) $16,000 $0 $0
Renee Brod (Board Member) $16,000 $0 $0
Patricia Kasella (Board Member) $15,300 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,817,919
Expenses
$85,436,026
Net Income
$381,893
Net Assets
$28,387,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $47,036,610
54.8%
Investment Income $36,609,654
42.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $45,370
0.1%
Net Fundraising $0
Sales of Assets $797,914
0.9%
Net Inventory Sales $0
Other Revenue $1,328,371
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $806,411
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,739,452
4.4%
Assets/Debt
Total Assets $806,197,188
Total Liabilities $777,809,290
Net Assets $28,387,898
Compensation
Key Employees and Officers Compensation Related Other
Harald Borrmann (President/Chairman) $334,079 $0 $78,723
Michael Ahles (Senior Vp And Secretary/Treasurer) $292,405 $0 $53,481
Patrick Brown (Regional Sales Manager) $215,076 $0 $120,136
Don Byers Iii (Regional Sales Manager) $168,598 $0 $31,845
Dean Demarais (Sales Rep) $155,157 $0 $62,108
Tom Schisler (Director Of Sales) $153,215 $0 $63,833
David Ehlert (Sales Rep) $148,579 $0 $64,860
Joseph Kueppers (Board Member) $21,100 $0 $0
George Gmach (Board Member) $19,700 $0 $0
Robert F Krattenmaker (Board Member) $19,500 $0 $0
John Maile (Board Member) $16,700 $0 $0
Michael J Schmitz (Board Member) $16,000 $0 $0
Renee Brod (Board Member) $16,000 $0 $0
Patricia Kasella (Board Member) $15,300 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$91,813,201
Expenses
$91,974,004
Net Income
-$160,803
Net Assets
$26,498,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $54,821,547
59.7%
Investment Income $141,959
0.2%
Bond Proceeds $34,699,394
37.8%
Royalties $0
Rental Property Income $53,726
0.1%
Net Fundraising $0
Sales of Assets $132,740
0.1%
Net Inventory Sales $0
Other Revenue $1,963,835
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $862,747
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,880,720
4.2%
Assets/Debt
Total Assets $773,692,221
Total Liabilities $747,194,163
Net Assets $26,498,058

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$91,223,484
Expenses
$89,829,351
Net Income
$1,394,133
Net Assets
$26,144,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,299,911
60.6%
Investment Income $116,347
0.1%
Bond Proceeds $32,798,044
36.0%
Royalties $0
Rental Property Income $52,928
0.1%
Net Fundraising $0
Sales of Assets $89,880
0.1%
Net Inventory Sales $0
Other Revenue $2,866,374
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $782,996
0.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,322,917
3.7%
Assets/Debt
Total Assets $735,615,485
Total Liabilities $709,470,824
Net Assets $26,144,661

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

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

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

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 »