Skip to content
ProPublica Donate
ProPublica Donate

Ideal Credit Union

  • Woodbury, MN
  • Tax-exempt since Sept. 1944
  • EIN: 41-0519270

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$48.2M (2022)

Expenses
$41.1M (2022)

Total Assets
$988M (2022)

Total Liabilities
$889M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$48,171,673
Expenses
$41,131,666
Net Income
$7,040,007
Net Assets
$99,945,197
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,488,986
92.4%
Investment Income $3,708,477
7.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$25,790
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,725,428
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $10,788,420
26.2%
Assets/Debt
Total Assets $988,489,095
Total Liabilities $888,543,898
Net Assets $99,945,197
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $974,713 $0 $58,601
Dennis Bauer (Cfo Evp) $514,676 $0 $119,712
Alisha Johnson (Chief Growth Officer) $457,878 $0 $45,539
Lawrence Miggler (Chief Technology Officer) $432,516 $0 $75,862
Rick Blood (Clo) $417,333 $0 $26,633
Craig Lundquist (Wealth Management Advisor) $389,568 $0 $19,825
Herbert Hall (Svp Member Experience) $255,596 $0 $26,478
Faith Tholkes (Svp Mortgage And Consumer Lending) $253,159 $0 $29,418
Emily Kelly (Svp Hr & Admin) $244,773 $0 $35,060
Shannon Butler (Svp Ops) $233,727 $0 $36,612
Sharon Rilley (Vp Risk) $207,079 $0 $21,557
Roxanne Sonnek (Vp Accounting Ops) $206,985 $0 $23,026
Amara Mackey (Vp Finance) $202,401 $0 $22,334
Jennifer Hanson (Vp Enterprise Applications) $165,520 $0 $20,707
Jane Hennen (Vp Marketing) $164,502 $0 $28,552
Courtney Hussey (Vp Ops) $161,546 $0 $27,031
Peter Olsen (Bod Chairman) $5,075 $0 $0
Craig Spreiter (Bod Vice Chairman) $4,275 $0 $0
Lisa Liddell (Bod Secretary) $3,525 $0 $0
Keith E Hauge (Board Of Directors) $2,875 $0 $0
Lewis Lambert (Board Of Directors) $2,875 $0 $0
Mary Westburg (Board Of Directors) $2,641 $0 $0
Jim Mosner (Board Of Directors) $2,638 $0 $0
Dan Olson (Board Of Directors Associate) $2,565 $0 $0
Richard Osborn (Sup Committee Chairman) $2,088 $0 $0
See filing for compensation of 4 other people →
+ View more people

Document Links

990
Filed on Nov. 3, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,764,424
Expenses
$35,667,347
Net Income
$7,097,077
Net Assets
$91,829,922
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $41,798,423
97.7%
Investment Income $786,809
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $179,192
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,390,225
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $12,574,842
35.3%
Assets/Debt
Total Assets $932,167,158
Total Liabilities $840,337,236
Net Assets $91,829,922
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $656,084 $0 $125,853
Dennis Bauer (Cfo) $468,115 $0 $117,520
Craig Lundquist (Sr Wealth Advisor Office C) $311,053 $0 $18,125
Alisha Johnson (Executive Vp Of Ops) $303,153 $0 $69,732
Rick Blood (Clo) $284,463 $0 $53,696
Lawrence Miggler (Sr Vp Info Systems) $280,076 $0 $77,730
Faith Tholkes (Vp Mortgage Ops) $230,802 $0 $27,060
Peter Olsen (Bod Chair) $4,663 $0 $0
Craig Spreiter (Secretary) $3,500 $0 $0
Mary Westburg (Director) $2,875 $0 $0
Lewis Lambert (Director) $2,713 $0 $0
Lisa Liddell (Vice Chair) $2,438 $0 $0
Keith E Hauge (Director) $2,363 $0 $0
Jim Mosner (Director) $2,313 $0 $0
Danielle Duchemin (Director) $1,788 $0 $0
+ View more people

Document Links

990
Filed on Sept. 30, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$42,029,968
Expenses
$35,945,422
Net Income
$6,084,546
Net Assets
$83,248,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,433,219
96.2%
Investment Income $1,095,452
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $222,017
0.5%
Net Inventory Sales $0
Other Revenue $279,280
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,430,091
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $858,517,185
Total Liabilities $775,268,505
Net Assets $83,248,680
Compensation
Key Employees and Officers Compensation Related Other
Dennis Bauer (Cfo) $600,577 $0 $66,008
Brian Sherrick (Ceo) $590,211 $0 $145,070
Alisha Johnson (Executive Vp Of Ops) $278,385 $0 $74,524
Cynthia Kay Stewart (Senior Mortgage Loan Officer) $260,666 $0 $14,217
Lawrence Miggler (Sr Vp Info Systems) $257,268 $0 $75,769
Craig Lundquist (Sr Wealth Advisor Office C) $226,915 $0 $55,239
Rick Blood (Clo) $195,080 $0 $23,579
Peter Olsen (Bod Chair) $4,425 $0 $0
Craig Spreiter (Director) $3,650 $0 $0
Lisa Liddell (Secretary) $3,575 $0 $0
Lew Lambert (Director) $3,550 $0 $0
Keith E Hauge (Director) $3,025 $0 $0
Mary Westburg (Director) $2,975 $0 $0
Danielle Duchemin (Director) $2,725 $0 $0
Jim Mosner (Director) $2,500 $0 $0
Robert Vance (Vice Chair) $1,800 $0 $0
+ View more people

Document Links

990
Filed on May 4, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$39,712,454
Expenses
$34,708,230
Net Income
$5,004,224
Net Assets
$77,205,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,294,605
91.4%
Investment Income $2,145,084
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,272,765
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,519,413
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,529,861
30.3%
Assets/Debt
Total Assets $763,132,068
Total Liabilities $685,926,713
Net Assets $77,205,355
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $810,158 $0 $74,178
Dennis Bauer (Cfo) $480,618 $0 $126,206
Alisha Johnson (Sr Vice President) $364,820 $0 $27,533
Lawrence Miggler (Sr Vice President) $343,123 $0 $53,273
Craig Lundquist (Sr Wealth Advisor Office C) $208,389 $0 $32,796
Faith Tholkes (Vp Of Mortgage Operations) $176,293 $0 $21,493
Emily Kelly (Vp Of Talent & Administration) $165,870 $0 $26,224
Peter Olsen (Bod Chair) $5,755 $0 $0
Mary Westburg (Director) $3,076 $0 $0
Craig Spreiter (Director) $2,896 $0 $0
Keith E Hauge (Director) $2,886 $0 $0
Lisa Liddell (Secretary) $2,805 $0 $0
Robert Vance (Vice Chair) $2,781 $0 $0
Lew Lambert (Director) $2,767 $0 $0
Danielle Duchemin (Director) $2,581 $0 $0
Jim Mosner (Director) $2,056 $0 $0
Laurie Ludwig (Director) $650 $0 $0
+ View more people

Document Links

990
Filed on July 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$35,215,954
Expenses
$30,045,578
Net Income
$5,170,376
Net Assets
$72,016,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,543,503
95.3%
Investment Income $1,672,451
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,254,007
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $9,702,714
32.3%
Assets/Debt
Total Assets $732,008,715
Total Liabilities $659,992,531
Net Assets $72,016,184
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $544,710 $0 $141,129
Dennis Bauer (Cfo) $419,860 $0 $119,512
Alisha Johnson (Sr Vice President) $293,563 $0 $58,280
Lawrence Miggler (Sr Vice President) $266,794 $0 $67,743
Craig Lundquist (Sr Wealth Advisor Office Coordinator) $194,893 $0 $10,692
Faith Thokes (Vp Of Mortgage Operations) $182,640 $0 $22,186
Roxanne Sonnek (Vp Of Accounting/Payment S) $175,063 $0 $18,742
Keith E Hauge (Chairman) $3,888 $0 $0
Robert Vance (Secretary) $2,732 $0 $0
Peter Olsen (Vice Chair) $2,654 $0 $0
Mary Westburg (Director) $2,307 $0 $0
Lew Lambert (Director) $2,296 $0 $0
Craig Spreiter (Director) $2,152 $0 $0
Jim Mosner (Director) $1,959 $0 $0
Danielle Duchemin (Director) $1,813 $0 $0
Laurie Ludwig (Director) $1,641 $0 $0
Paul Fahey (Associate Director) $1,641 $0 $0
Dan Olson (Director) $1,582 $0 $0
Lisa Liddell (Director) $1,326 $0 $0
Judy Schadewald (Director) $1,000 $0 $0
Daniel L Blees (Director) $980 $0 $0
Mary White (Director) $825 $0 $0
+ View more people

Document Links

990
Filed on Aug. 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,591,582
Expenses
$27,091,041
Net Income
$5,500,541
Net Assets
$67,662,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $31,607,987
97.0%
Investment Income $1,060,215
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$76,620
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,284,999
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $8,597,727
31.7%
Assets/Debt
Total Assets $692,133,716
Total Liabilities $624,471,041
Net Assets $67,662,675
Compensation
Key Employees and Officers Compensation Related Other
Dennis Bauer (Cfo) $531,495 $0 $76,163
Brian Sherrick (Ceo) $486,998 $0 $157,841
Jeanine Swanson (Sr Vice President) $361,797 $0 $32,500
Alisha Johnson (Sr Vice President) $249,959 $0 $62,252
Lawrence Miggler (Sr Vice President) $229,880 $0 $80,590
Faith Thokes (Vp Of Mortgage Operations) $165,325 $0 $27,552
Roxanne Sonnek (Vp Of Accounting/Payment S) $161,057 $0 $18,874
Keith E Hauge (Chairman) $5,184 $0 $0
Craig Spreiter (Director) $4,385 $0 $0
Robert Vance (Secretary) $3,455 $0 $0
Peter Olsen (Vice Chair) $3,351 $0 $0
Laurie Ludwig (Director) $3,204 $0 $0
Judy Schadewald (Director) $3,143 $0 $0
Mary White (Director) $2,782 $0 $0
Lisa Liddell (Director) $2,538 $0 $0
Daniel L Blees (Director) $2,460 $0 $0
Paul Fahey (Associate Director) $2,000 $0 $0
+ View more people

Document Links

990
Filed on June 18, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,955,438
Expenses
$25,087,083
Net Income
$4,868,355
Net Assets
$59,720,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,021,714
96.9%
Investment Income $598,834
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $334,890
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,239,817
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $7,314,338
29.2%
Assets/Debt
Total Assets $650,122,691
Total Liabilities $590,401,819
Net Assets $59,720,872
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $681,943 $0 $84,890
Dennis Bauer (Cfo) $328,410 $0 $120,924
Lawrence Miggler (Sr Vice President) $309,980 $0 $63,343
Alisha Johnson (Sr Vice President) $267,587 $0 $31,679
Jeanine Swanson (Sr Vice President) $216,942 $0 $62,755
Faith Thokes (Vp Of Mortgage Operations) $151,467 $0 $25,368
Roxanne Sonnek (Vp Of Accounting/Payment Systems) $148,282 $0 $17,546
Craig Spreiter (Director) $4,189 $0 $0
Keith E Hauge (Chairman) $4,114 $0 $0
Peter Olsen (Vice Chair) $2,505 $0 $0
Daniel L Blees (Director) $2,458 $0 $0
Lisa Liddell (Director) $2,207 $0 $0
Robert Vance (Director) $2,080 $0 $0
Judy Schadewald (Director) $1,603 $0 $0
Mary White (Director) $1,569 $0 $0
Laurie Ludwig (Director) $1,517 $0 $0
Paul Fahey (Associate Director) $1,408 $0 $0
+ View more people

Document Links

990
Filed on June 29, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,343,798
Expenses
$23,399,383
Net Income
$3,944,415
Net Assets
$54,981,533
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,676,690
97.6%
Investment Income $811,622
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$144,514
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $985,942
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $7,293,526
31.2%
Assets/Debt
Total Assets $617,498,377
Total Liabilities $562,516,844
Net Assets $54,981,533
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $401,037 $0 $151,225
Dennis Bauer (Cfo) $296,067 $0 $117,063
Jeanine Swanson (Sr Vice President) $196,811 $0 $60,653
Lawrence Miggler (Sr Vice President) $194,434 $0 $75,806
Alisha Johnson (Sr Vice President) $186,601 $0 $45,878
Kelly Johnson (Sr Vice President) $179,576 $0 $51,884
Michael Rush (Vice President) $148,697 $0 $38,710
Keith E Hauge (Chairman) $3,887 $0 $0
Daniel L Blees (Secretary) $2,556 $0 $0
Peter Olsen (Vice Chair) $2,383 $0 $0
Robert Vance (Director) $2,031 $0 $0
Judy Schadewald (Director) $1,819 $0 $0
Laurie Ludwig (Director) $1,806 $0 $0
Mary White (Director) $1,731 $0 $0
Lisa Liddell (Director) $1,612 $0 $0
Paul Fahey (Associate Director) $1,475 $0 $0
James C Bryan (Director) $1,250 $0 $0
+ View more people

Document Links

990
Filed on July 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,008,253
Expenses
$22,846,249
Net Income
$3,162,004
Net Assets
$51,532,454
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,310,312
97.3%
Investment Income $771,263
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$73,322
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $966,029
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $7,122,804
31.2%
Assets/Debt
Total Assets $587,559,444
Total Liabilities $536,026,990
Net Assets $51,532,454

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,878,268
Expenses
$22,498,016
Net Income
$3,380,252
Net Assets
$49,814,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,827,955
95.9%
Investment Income $1,116,449
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$66,136
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,079,120
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $6,326,178
28.1%
Assets/Debt
Total Assets $551,093,935
Total Liabilities $501,279,410
Net Assets $49,814,525
Compensation
Key Employees and Officers Compensation Related Other
Brian Sherrick (Ceo) $558,719 $0 $195,652
Lawrence Miggler (Sr Vice President) $278,299 $0 $36,507
Dennis Bauer (Cfo) $261,757 $0 $47,938
Jeanine Swanson (Sr Vice President) $174,774 $0 $33,504
Alisha Johnson (Sr Vice President) $162,224 $0 $8,175
Kelly Johnson (Sr Vice President) $160,141 $0 $2,967
Michael Rush (Vice President) $146,089 $0 $6,755
James C Bryan (Chairman) $2,198 $0 $0
Daniel L Blees (Secretary) $2,175 $0 $0
Peter Olson (Director) $1,906 $0 $0
Robert Vance (Director) $1,801 $0 $0
Keith E Hauge (Vice Chairman) $1,740 $0 $0
Mary White (Director) $1,629 $0 $0
Judy Schadewald (Director) $1,429 $0 $0
Laurie Ludwig (Director) $1,253 $0 $0
Allan J Brennan (Director) $503 $0 $0
Roger Mcclure (Director) $420 $0 $0
+ View more people

Document Links

990
Filed on July 28, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$25,919,841
Expenses
$22,983,027
Net Income
$2,936,814
Net Assets
$45,248,113
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,772,134
95.6%
Investment Income $1,267,030
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$119,323
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,129,356
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $6,014,828
26.2%
Assets/Debt
Total Assets $539,588,574
Total Liabilities $494,340,461
Net Assets $45,248,113

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,482,587
Expenses
$23,906,218
Net Income
$2,576,369
Net Assets
$42,682,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $25,097,035
94.8%
Investment Income $1,523,176
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$137,624
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,056,235
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $5,710,787
23.9%
Assets/Debt
Total Assets $511,009,626
Total Liabilities $468,327,292
Net Assets $42,682,334

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

990

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

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated