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University Of Minnesota Foundation

  • Minneapolis, MN
  • Tax-exempt since July 1964
  • EIN: 41-6042488

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.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$428M (2023)

Expenses
$330M (2023)

Total Assets
$4.48B (2023)

Total Liabilities
$470M (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
$428,104,208
Expenses
$329,663,282
Net Income
$98,440,926
Net Assets
$4,014,219,632
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,630,179
61.8%
Program Services $0
Investment Income $48,944,590
11.4%
Bond Proceeds $0
Royalties $54,948
0.0%
Rental Property Income -$821,394
Net Fundraising $485,606
0.1%
Sales of Assets $112,285,324
26.2%
Net Inventory Sales $0
Other Revenue $2,524,955
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,562,354
1.1%
Professional Fundraising Fees $0
Other Salaries and Wages $23,648,865
7.2%
Assets/Debt
Total Assets $4,484,124,199
Total Liabilities $469,904,567
Net Assets $4,014,219,632
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $663,238 $0 $113,395
Pat Mascia (Umfrea Managing Director) $506,847 $0 $66,527
Robert J Burgett (Senior Vice President) $429,888 $0 $57,574
Patricia K Porter (Vice President) $399,522 $0 $72,378
Christine K Searson (Vice President/Cfo) $349,101 $0 $65,390
James G Aagaard (Vice President) $307,323 $0 $60,533
Travis Smith (Associate Vice President) $287,899 $0 $55,672
Elizabeth Patty (Associate Vice President) $262,894 $0 $48,808
Catherine Mcglinch (Associate Vice President) $258,750 $0 $59,940
Sarah E Youngerman (Vice President) $256,284 $0 $54,868
Kristi Flanagan Villar (Associate Vice President) $255,286 $0 $24,410
Steven M Corkery (Associate Vice President) $252,842 $0 $55,691
Carol Curoe (Vice President (Until 10/15/2022)) $202,840 $0 $19,487
Jacqueline R Williams Roll (Trustee/Chair) $0 $0 $0
Shari L Ballard (Trustee/Past Chair) $0 $0 $0
Kenneth C Glaser (Trustee/Vice Chair) $0 $0 $0
Roger J Sit (Trustee/Treasurer) $0 $0 $0
Thomas G Olson (Trustee/Secretary) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Dorothy J Bridges (Trustee) $0 $0 $0
Lynn Casey (Trustee) $0 $0 $0
Rebecca A Crooks Stratton (Trustee) $0 $0 $0
Mary A Davenport (Trustee) $0 $0 $0
Acooa Ellis (Trustee) $0 $0 $0
Jeff Ettinger (Trustee) $0 $0 $0
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990
Filed on March 26, 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
$372,579,336
Expenses
$259,725,296
Net Income
$112,854,040
Net Assets
$3,844,904,394
Notable Sources of Revenue Percent of Total Revenue
Contributions $331,607,739
89.0%
Program Services $0
Investment Income $21,612,591
5.8%
Bond Proceeds $0
Royalties $34,300
0.0%
Rental Property Income -$1,025,872
Net Fundraising $724,395
0.2%
Sales of Assets $16,531,434
4.4%
Net Inventory Sales $0
Other Revenue $3,094,749
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,463,391
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $20,913,611
8.1%
Assets/Debt
Total Assets $4,264,297,877
Total Liabilities $419,393,483
Net Assets $3,844,904,394
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $586,183 $0 $101,361
Pat Mascia (Umfrea Managing Director) $433,333 $0 $45,177
Robert J Burgett (Senior Vice President) $399,153 $0 $51,827
Patricia K Porter (Vice President) $362,086 $0 $50,061
James G Aagaard (Vice President) $288,220 $0 $55,951
Christine K Searson (Vice President/Cfo) $287,982 $0 $58,766
Carol Curoe (Vice President) $247,517 $0 $36,314
Sarah E Youngerman (Vice President) $245,820 $0 $51,592
Elizabeth Patty (Associate Vice President) $238,159 $0 $43,812
Jan L Sickbert (Associate Vice President) $234,127 $0 $35,479
Catherine Mc Glinch (Associate Vice President) $233,631 $0 $54,586
Steven M Corkery (Associate Vice President) $217,496 $0 $49,907
Kristi Flanagan Villar (Associate Vice President) $217,464 $0 $18,653
Shari L Ballard (Trustee/Chair) $0 $0 $0
Jacqueline R Williams Roll (Trustee/Vice Chair) $0 $0 $0
Lynn Casey (Trustee/Past Chair) $0 $0 $0
Philip E Soran (Trustee/Treasurer) $0 $0 $0
Thomas G Olson (Trustee/Secretary) $0 $0 $0
Ruth Bachman (Trustee (Until 11/03/21)) $0 $0 $0
Richard B Beeson Jr (Trustee (Until 11/03/21)) $0 $0 $0
Mary K Brainerd (Trustee (Until 11/03/21)) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Dorothy J Bridges (Trustee) $0 $0 $0
Rebecca A Crooks Stratton (Trustee) $0 $0 $0
Mary A Davenport (Trustee) $0 $0 $0
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990
Filed on March 17, 2023

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
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$669,514,544
Expenses
$255,977,022
Net Income
$413,537,522
Net Assets
$3,966,536,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $241,661,680
36.1%
Program Services $0
Investment Income $18,079,561
2.7%
Bond Proceeds $0
Royalties $35,213
0.0%
Rental Property Income -$723,518
Net Fundraising $213,701
0.0%
Sales of Assets $407,747,907
60.9%
Net Inventory Sales $0
Other Revenue $2,500,000
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,247,453
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $21,575,615
8.4%
Assets/Debt
Total Assets $4,420,065,180
Total Liabilities $453,528,230
Net Assets $3,966,536,950
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $563,378 $0 $89,838
Robert J Burgett (Senior Vice President) $396,661 $0 $52,565
Patricia K Porter (Vice President) $348,360 $0 $50,186
Kathleen L Pickard (Vice President/Cfo (Left Oct 2020)) $303,489 $0 $47,958
James G Aagaard (Vice President) $278,919 $0 $55,143
Carol Curoe (Vice President) $244,004 $0 $38,215
Sarah E Youngerman (Vice President) $238,463 $0 $78,480
Elizabeth Patty (Associate Vice President) $227,045 $0 $49,599
Jan L Sickbert (Associate Vice President) $223,843 $0 $77,760
Catherine Mcglinch (Associate Vice President) $222,056 $0 $53,370
Christine K Searson (Vice President/Cfo) $220,153 $0 $55,088
Steven M Corkery (Associate Vice President) $211,985 $0 $49,625
Jane F Godfrey (Associate Vice President) $211,782 $0 $49,296
Thomas J Anderson (Trustee (Left April 2021)) $0 $0 $0
Ruth Bachman (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee (Left April 2021)) $0 $0 $0
Mary K Brainerd (Trustee) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Dorothy J Bridges (Trustee) $0 $0 $0
Rebecca A Crooks Stratton (Trustee) $0 $0 $0
Michael B Fiterman (Trustee) $0 $0 $0
Joan Ta Gabel (Trustee) $0 $0 $0
Archie J Givens Jr (Trustee (Left Nov 2020)) $0 $0 $0
Julie E Gilbert (Trustee) $0 $0 $0
Kenneth C Glaser (Trustee) $0 $0 $0
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990
Filed on April 22, 2022

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

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XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,493,306
Expenses
$258,577,397
Net Income
-$11,084,091
Net Assets
$3,031,812,492
Notable Sources of Revenue Percent of Total Revenue
Contributions $270,089,105
> 100%
Program Services $0
Investment Income $26,752,875
10.8%
Bond Proceeds $0
Royalties $37,687
0.0%
Rental Property Income $116,951
0.0%
Net Fundraising $207,803
0.1%
Sales of Assets -$49,711,115
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,344,878
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $21,017,414
8.1%
Assets/Debt
Total Assets $3,368,130,769
Total Liabilities $336,318,277
Net Assets $3,031,812,492
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $576,975 $0 $87,924
Robert J Burgett (Senior Vice President) $388,230 $0 $51,203
Kathleen L Pickard (Vice President/Cfo) $333,746 $0 $60,925
Sarah Harris End Oct 2019 (Umfrea Managing Director) $327,904 $0 $46,296
Patricia K Porter (Vice President) $312,044 $0 $10,338
James G Aagaard (Vice President) $278,164 $0 $53,040
Sarah E Youngerman (Vice President) $234,503 $0 $48,519
Steven M Corkery (Assistant Vice President) $212,639 $0 $47,563
Jan L Sickbert (Associate Vice President) $208,710 $0 $47,951
Elizabeth Patty (Associate Vice President) $208,688 $0 $39,646
Lynn Slifer (Associate Vice President) $205,467 $0 $46,266
Jane F Godfrey (Associate Vice President) $202,121 $0 $45,777
Thomas J Anderson (Trustee) $0 $0 $0
Scott D Augustine Md (Trustee (End June 2020)) $0 $0 $0
Ruth Bachman (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee) $0 $0 $0
Mary K Brainerd (Trustee) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Dorothy J Bridges (Trustee) $0 $0 $0
Rebecca A Crooks Stratton (Trustee) $0 $0 $0
Michael B Fiterman (Trustee) $0 $0 $0
Joan Ta Gabel (Trustee) $0 $0 $0
Archie J Givens Jr (Trustee) $0 $0 $0
Julie E Gilbert (Trustee) $0 $0 $0
Kenneth C Glaser (Trustee) $0 $0 $0
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990
Filed on March 16, 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
$277,579,789
Expenses
$265,831,329
Net Income
$11,748,460
Net Assets
$2,964,196,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $232,329,656
83.7%
Program Services $0
Investment Income $24,761,172
8.9%
Bond Proceeds $0
Royalties $47,150
0.0%
Rental Property Income -$1,494,126
Net Fundraising $638,884
0.2%
Sales of Assets $20,991,148
7.6%
Net Inventory Sales $0
Other Revenue $305,905
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,106,466
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $19,567,877
7.4%
Assets/Debt
Total Assets $3,303,486,247
Total Liabilities $339,289,867
Net Assets $2,964,196,380
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $570,077 $0 $37,061
Robert J Burgett (Senior Vice President) $381,832 $0 $49,997
Sarah Harris (Umfrea Managing Director) $331,250 $0 $50,783
Kathleen L Pickard (Vice President/Cfo) $315,746 $0 $58,117
Patricia K Porter (Vice President) $300,974 $0 $42,506
James G Aagaard (Vice President) $267,782 $0 $50,800
Lorie Humphrey (Vice President (End Jan 2019)) $246,470 $0 $24,010
Sarah E Youngerman (Vice President) $230,540 $0 $47,110
Steven M Corkery (Assistant Vice President) $209,949 $0 $45,514
Jan L Sickbert (Associate Vice President) $204,229 $0 $47,081
Lynn Slifer (Associate Vice President) $202,923 $0 $44,909
Elizabeth Patty (Associate Vice President) $200,829 $0 $39,618
Jane F Godfrey (Associate Vice President) $198,091 $0 $44,666
Thomas J Anderson (Trustee) $0 $0 $0
Scott D Augustine Md (Trustee) $0 $0 $0
Ruth Bachman (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee) $0 $0 $0
Mary K Brainerd (Trustee) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Linda A Cohen Ph D (Trustee (End Nov 2018)) $0 $0 $0
Michael J Davis Jd (Trustee (End Nov 2018)) $0 $0 $0
Richard K Davis (Trustee (End Nov 2018)) $0 $0 $0
Michael B Fiterman (Trustee) $0 $0 $0
Archie J Givens Jr (Trustee) $0 $0 $0
Kenneth C Glaser (Trustee) $0 $0 $0
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990
Filed on April 11, 2020

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
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$313,095,237
Expenses
$248,961,516
Net Income
$64,133,721
Net Assets
$2,782,652,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $262,237,874
83.8%
Program Services $0
Investment Income $18,766,357
6.0%
Bond Proceeds $0
Royalties $55,491
0.0%
Rental Property Income $80,621
0.0%
Net Fundraising $134,226
0.0%
Sales of Assets $29,979,866
9.6%
Net Inventory Sales $0
Other Revenue $1,840,802
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,070,432
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $19,169,737
7.7%
Assets/Debt
Total Assets $3,091,973,602
Total Liabilities $309,320,718
Net Assets $2,782,652,884
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $565,208 $0 $36,746
Elizabeth A Malkerson (Exec Vice Pres (End Dec 2017)) $434,186 $0 $44,846
Robert J Burgett (Senior Vice President) $349,497 $0 $46,997
Kathleen L Pickard (Vice President/Cfo) $298,421 $0 $56,342
Patricia Porter (Vice President) $297,288 $0 $42,046
Sarah Harris (Umfrea Managing Director) $294,000 $0 $44,297
James G Aagaard (Vice President) $257,826 $0 $49,768
Sarah E Youngerman (Vice President) $225,690 $0 $46,791
Lorie Humphrey (Vice President) $221,650 $0 $22,115
Steven M Corkery (Assistant Vice President) $197,497 $0 $43,447
Elizabeth Patty (Associate Vice President) $192,860 $0 $44,557
Jane F Godfrey (Associate Vice President) $189,568 $0 $45,955
Jan L Sickbert (Associate Vice President) $187,386 $0 $44,900
Lynn Slifer (Associate Vice President) $184,167 $0 $42,376
Simon Ka Wo Wong (Trustee) $0 $0 $0
Jacqueline R Williams Roll (Trustee) $0 $0 $0
Penny A Wheeler Md (Trustee) $0 $0 $0
Brian D Wenger Jd (Trustee) $0 $0 $0
Kevin F Warren Jd (Trustee) $0 $0 $0
Theresa B Ward (Trustee) $0 $0 $0
Bradford W Wallin (Trustee) $0 $0 $0
Esta E Stecher (Trustee) $0 $0 $0
Philip E Soran (Trustee) $0 $0 $0
Michael F Roman (Trustee) $0 $0 $0
Susan Park Rani (Trustee) $0 $0 $0
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990
Filed on April 29, 2019

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
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$285,647,333
Expenses
$290,138,625
Net Income
-$4,491,292
Net Assets
$2,576,820,493
Notable Sources of Revenue Percent of Total Revenue
Contributions $234,958,646
82.3%
Program Services $0
Investment Income $12,711,531
4.5%
Bond Proceeds $0
Royalties $79,072
0.0%
Rental Property Income -$771,531
Net Fundraising $57,721
0.0%
Sales of Assets $36,570,046
12.8%
Net Inventory Sales $0
Other Revenue $2,041,848
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,465,966
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $17,911,925
6.2%
Assets/Debt
Total Assets $2,883,685,781
Total Liabilities $306,865,288
Net Assets $2,576,820,493
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $487,279 $0 $36,128
Elizabeth A Malkerson (Executive Vice President) $422,914 $0 $44,077
Robert J Burgett (Senior Vice President) $282,329 $0 $41,222
Sarah Harris (Umfrea Managing Director) $278,292 $0 $43,576
Patricia Porter (Vice President) $276,869 $0 $41,218
Kathleen L Pickard (Vice President/Cfo) $270,978 $0 $53,644
James G Aagaard (Vice President) $239,704 $0 $48,025
Sarah E Youngerman (Vice President) $210,332 $0 $45,967
Lorie Humphrey (Vice President) $194,269 $0 $20,979
Jane F Godfrey (Associate Vice President) $177,366 $0 $42,583
Gracie A Davenport (Controller) $176,420 $0 $28,900
Steven M Corkery (Assistant Vice President) $174,594 $0 $40,740
Jan L Sickbert (Associate Vice President) $168,045 $0 $42,428
Annelys Farrell (Senior Director) $153,389 $0 $23,147
Ross Levin (Chair) $0 $0 $0
Lynn Casey (Vice Chair) $0 $0 $0
John E Lindahl (Vice Chair) $0 $0 $0
Christopher J Policinski (Vice Chair) $0 $0 $0
Michael F Roman (Treasurer) $0 $0 $0
Shari L Ballard (Secretary) $0 $0 $0
Michael B Fiterman (Past Chair) $0 $0 $0
Patti Andreini Arnold (Trustee) $0 $0 $0
Scott D Augustine Md (Trustee) $0 $0 $0
Ruth Bachman (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee) $0 $0 $0
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990
Filed on April 26, 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
$273,241,140
Expenses
$262,543,503
Net Income
$10,697,637
Net Assets
$2,457,568,962
Notable Sources of Revenue Percent of Total Revenue
Contributions $234,958,189
86.0%
Program Services $0
Investment Income $6,254,762
2.3%
Bond Proceeds $0
Royalties $95,185
0.0%
Rental Property Income -$259,424
Net Fundraising $415,661
0.2%
Sales of Assets $29,752,163
10.9%
Net Inventory Sales $0
Other Revenue $2,024,604
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,100,302
0.8%
Professional Fundraising Fees $0
Other Salaries and Wages $17,122,792
6.5%
Assets/Debt
Total Assets $2,758,433,779
Total Liabilities $300,864,817
Net Assets $2,457,568,962
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Kathleen M Schmidlkofer (President/Ceo) $457,387 $0 $36,098
Elizabeth A Malkerson (Executive Vice President) $410,281 $0 $44,048
Sarah Harris (Umfrea Managing Director) $278,154 $0 $43,645
Patricia K Porter (Vice President) $263,282 $0 $39,509
Robert J Burgett (Vice President) $253,653 $0 $37,518
Mark L Baumgartner (Vice President) $253,254 $0 $39,557
Kathleen L Pickard (Vice President/Cfo) $252,858 $0 $51,582
James G Aagaard (Vice President) $227,826 $0 $46,618
Erik J Thurman (Vice President) $225,471 $0 $47,404
Lorie Humphrey (Vice President) $80,263 $0 $8,114
Robert E Buuck (Vice Chair) $0 $0 $0
Lynn Casey (Secretary) $0 $0 $0
Michael B Fiterman (Chair) $0 $0 $0
Deborah L Hopp (Past Chair) $0 $0 $0
Ross Levin (Vice Chair) $0 $0 $0
Michael F Roman (Treasurer) $0 $0 $0
Patti Andreini Arnold (Trustee) $0 $0 $0
Scott D Augustine Md (Trustee) $0 $0 $0
Ruth Bachman (Trustee) $0 $0 $0
Shari L Ballard (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee) $0 $0 $0
Mary K Brainerd (Trustee) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Linda A Cohen Ph D (Trustee) $0 $0 $0
Richard K Davis (Trustee) $0 $0 $0
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990
Filed on May 7, 2017

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
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$314,591,567
Expenses
$239,647,200
Net Income
$74,944,367
Net Assets
$2,446,347,529
Notable Sources of Revenue Percent of Total Revenue
Contributions $281,206,487
89.4%
Program Services $0
Investment Income $10,609,455
3.4%
Bond Proceeds $0
Royalties $211,811
0.1%
Rental Property Income -$111,685
Net Fundraising -$84,139
Sales of Assets $21,900,458
7.0%
Net Inventory Sales $0
Other Revenue $859,180
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,966,884
0.8%
Professional Fundraising Fees $43,790
0.0%
Other Salaries and Wages $15,704,046
6.6%
Assets/Debt
Total Assets $2,769,387,308
Total Liabilities $323,039,779
Net Assets $2,446,347,529
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth A Malkerson (Exec Vice President/Cao) $416,911 $0 $43,120
Kathleen M Schmidlkofer (President/Ceo) $307,753 $0 $33,589
Sarah Harris (Umfrea Managing Director) $256,846 $0 $40,811
Kathleen L Pickard (Vice President/Cfo) $234,778 $0 $49,704
Patricia K Porter (Vice President) $229,663 $0 $35,640
Mark L Baumgartner (Vice President) $224,909 $0 $35,913
Robert J Burgett (Vice President) $220,503 $0 $34,409
James G Aagaard (Vice President) $208,806 $0 $45,255
Erik J Thurman (Vice President) $190,226 $0 $43,142
Julie E Pelzl (Vice President End 4/2015) $171,757 $0 $28,396
Michael B Fiterman (Chair) $0 $0 $0
Robert E Buuck (Vice Chair) $0 $0 $0
Ross Levin (Vice Chair) $0 $0 $0
Lynn Casey (Secretary) $0 $0 $0
Michael F Roman (Treasurer) $0 $0 $0
Deborah L Hopp (Past Chair) $0 $0 $0
Patti Andreini Arnold (Trustee) $0 $0 $0
Scott D Augustine Md (Trustee) $0 $0 $0
Ruth G Bachman (Trustee) $0 $0 $0
Shari L Ballard (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee) $0 $0 $0
Mary K Brainerd (Trustee) $0 $0 $0
Blythe A Brenden (Trustee) $0 $0 $0
Jon R Campbell (Trustee End 11/2014) $0 $0 $0
Linda A Cohen Ph D (Trustee) $0 $0 $0
See filing for compensation of 34 other people →
+ View more people

Document Links

990
Filed on May 9, 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 3) PDF (3 of 3)

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$247,570,551
Expenses
$225,549,400
Net Income
$22,021,151
Net Assets
$2,303,644,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $199,647,780
80.6%
Program Services $0
Investment Income $16,170,315
6.5%
Bond Proceeds $0
Royalties $133,808
0.1%
Rental Property Income -$1,244
Net Fundraising -$22,907
Sales of Assets $29,213,823
11.8%
Net Inventory Sales $0
Other Revenue $2,428,976
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,570,588
0.7%
Professional Fundraising Fees $0
Other Salaries and Wages $15,284,665
6.8%
Assets/Debt
Total Assets $2,605,288,970
Total Liabilities $301,644,155
Net Assets $2,303,644,815
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth A Malkerson (Exec Vice President/Cao) $452,598 $0 $42,565
Sarah Harris (Umfrea Managing Director) $244,000 $0 $32,725
Kathleen L Pickard (Vice President/Cfo) $243,921 $0 $46,045
James G Aagaard (Vice President) $220,593 $0 $45,966
Patricia K Porter (Vice President) $219,852 $0 $36,580
Mark L Baumgartner (Vice President) $219,167 $0 $34,767
Robert J Burgett (Vice President) $206,402 $0 $32,560
Lisa M Meyer (Former Vice President) $186,940 $0 $6,207
Julie E Pelzl (Vice President) $186,383 $0 $27,475
Erik J Thurman (Vice President) $186,269 $0 $43,726
L Steven Goldstein (Retired President & Ceo) $168,448 $0 $9,159
Kathleen M Schmidlkofer (President/Ceo (Start 3/3/2014)) $0 $0 $0
Deborah L Hopp (Chair) $0 $0 $0
Michael B Fiterman (Vice Chair) $0 $0 $0
Robert E Buuck (Secretary) $0 $0 $0
Ross Levin (Treasurer) $0 $0 $0
Patti Andreini Arnold (Trustee) $0 $0 $0
Scott D Augustine Md (Trustee) $0 $0 $0
Ruth G Bachman (Trustee) $0 $0 $0
Shari L Ballard (Trustee) $0 $0 $0
Richard B Beeson Jr (Trustee) $0 $0 $0
Mary K Brainerd (Trustee) $0 $0 $0
Jon R Campbell (Trustee) $0 $0 $0
Lynn Casey (Trustee) $0 $0 $0
Linda A Cohen Ph D (Trustee) $0 $0 $0
See filing for compensation of 35 other people →
+ View more people

Document Links

990
Filed on May 5, 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

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$634,639,767
Expenses
$171,933,630
Net Income
$462,706,137
Net Assets
$2,084,377,469
Notable Sources of Revenue Percent of Total Revenue
Contributions $121,976,166
19.2%
Program Services $0
Investment Income $15,655,944
2.5%
Bond Proceeds $0
Royalties $12,748
0.0%
Rental Property Income $799,267
0.1%
Net Fundraising $89,922
0.0%
Sales of Assets $28,633,139
4.5%
Net Inventory Sales $0
Other Revenue $467,472,581
73.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,344,335
1.4%
Professional Fundraising Fees $0
Other Salaries and Wages $8,288,606
4.8%
Assets/Debt
Total Assets $2,361,694,458
Total Liabilities $277,316,989
Net Assets $2,084,377,469

Document Links

990
Filed on June 26, 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 June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$157,327,178
Expenses
$138,780,368
Net Income
$18,546,810
Net Assets
$1,504,478,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,217,694
86.6%
Program Services $0
Investment Income $11,490,193
7.3%
Bond Proceeds $0
Royalties $14,293
0.0%
Rental Property Income $490,266
0.3%
Net Fundraising $0
Sales of Assets $8,431,944
5.4%
Net Inventory Sales $0
Other Revenue $682,788
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,744,930
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $5,275,804
3.8%
Assets/Debt
Total Assets $1,744,419,146
Total Liabilities $239,941,044
Net Assets $1,504,478,102

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 June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$142,403,238
Expenses
$129,553,398
Net Income
$12,849,840
Net Assets
$1,479,708,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $117,962,640
82.8%
Program Services $0
Investment Income $9,956,626
7.0%
Bond Proceeds $0
Royalties $24,832
0.0%
Rental Property Income $341,514
0.2%
Net Fundraising $0
Sales of Assets $16,745,028
11.8%
Net Inventory Sales $0
Other Revenue -$2,627,402
Notable Expenses Percent of Total Expenses
Executive Compensation $2,432,158
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $5,222,968
4.0%
Assets/Debt
Total Assets $1,727,060,886
Total Liabilities $247,352,472
Net Assets $1,479,708,414

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 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

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 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

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 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

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 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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

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