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Southbridge Credit Union

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$10.6M (2023)

Expenses
$10.3M (2023)

Total Assets
$213M (2023)

Total Liabilities
$190M (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
$10,589,215
Expenses
$10,331,619
Net Income
$257,596
Net Assets
$22,833,217
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,914,636
84.2%
Investment Income $616,632
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $66,226
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $991,721
9.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $411,670
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,232,106
21.6%
Assets/Debt
Total Assets $213,066,598
Total Liabilities $190,233,381
Net Assets $22,833,217
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katherine R Theodoss (President/ Ceo) $234,630 $0 $41,691
Jeffrey Canniff (Cfo/Treasurer) $177,039 $0 $14,457
Barbara Palmer Ended 102023 (Vp Branch Retail Development) $126,896 $0 $16,425
Maria Garcia Torres (Svp Of Administration) $111,488 $0 $9,164
Lynn Mero (Vp Of Consumer Lending) $109,531 $0 $16,745
Karen Brousseau (Svp Of Retail Operations) $102,618 $0 $31,209
John A Lafleche (Board Chair/Director) $12,000 $0 $0
James Keyes (2 Nd Vice Chair/Director) $0 $0 $0
Phil Cyr (1 St Vice Chair/Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Madaline I Bonadeies (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
William Trifone (Director) $0 $0 $0
Robert Caprera (Director) $0 $0 $0
Jose Dingai (Director) $0 $0 $0
Amy Howard (Director) $0 $0 $0
Rebecca Bruso (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,370,814
Expenses
$8,248,124
Net Income
$1,122,690
Net Assets
$22,820,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,651,286
81.7%
Investment Income $318,769
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $61,747
0.7%
Net Fundraising $0
Sales of Assets $336,250
3.6%
Net Inventory Sales $0
Other Revenue $1,002,762
10.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $436,986
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,972,104
23.9%
Assets/Debt
Total Assets $210,069,860
Total Liabilities $187,249,351
Net Assets $22,820,509
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katherine R Theodoss (President/ Ceo) $243,544 $0 $37,465
Jeffrey Canniff (Cfo/Treasurer) $181,442 $0 $17,557
Barbara Palmer (Vp Retail & Branch Develop) $104,871 $0 $17,470
Lynn Mero (Vp Of Consumer Lending) $103,827 $0 $16,681
John A Lafleche (Board Chair/Director) $12,000 $0 $0
James Keyes (2 Nd Vice Chair/Director) $0 $0 $0
Phil Cyr (1 St Vice Chair/Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Madaline I Bonadeies (Director) $0 $0 $0
Benjamin Tully (Chair/Clerk) $0 $0 $0
William Trifone (Director) $0 $0 $0
Robert Caprera (Director) $0 $0 $0
Jose Dingai (Director) $0 $0 $0
Amy Howard (Director) $0 $0 $0
Rebecca Bruso (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,395,141
Expenses
$7,941,976
Net Income
$453,165
Net Assets
$22,906,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,131,965
85.0%
Investment Income $134,852
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $69,908
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,058,416
12.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $608,361
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,682,231
21.2%
Assets/Debt
Total Assets $204,683,991
Total Liabilities $181,777,571
Net Assets $22,906,420
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katherine R Roy (President/ Ceo) $216,410 $0 $34,322
Jeffrey Canniff (Cfo/Treasurer) $169,653 $0 $15,796
Chad Moore (Vp Consumer & Mortgage Lending) $106,478 $0 $25,313
Barbara Palmer (Vp Retail & Branch Development) $103,320 $0 $15,603
John A Lafleche (Board Chair/Director) $12,500 $0 $0
James Keyes (2 Nd Vice Chair/Director) $0 $0 $0
Phil Cyr (1 St Vice Chair/Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Madaline I Bonadeies (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
William Trifone (Director) $0 $0 $0
Robert Caprera (Director) $0 $0 $0
Jose Dingai (Director) $0 $0 $0
Amy Howard (Director) $0 $0 $0
Rebecca Bruso (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,804,606
Expenses
$8,635,831
Net Income
$168,775
Net Assets
$22,624,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,575,097
86.0%
Investment Income $254,099
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $68,764
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $906,646
10.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $687,346
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,715,021
19.9%
Assets/Debt
Total Assets $202,221,584
Total Liabilities $179,596,676
Net Assets $22,624,908
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katherine R Alexander (President/ Ceo) $195,618 $0 $31,593
Jeffrey Canniff (Cfo/Treasurer) $158,552 $0 $13,836
Jordan Hoy (Svp Commercial Lending) $122,543 $0 $25,861
Madaline I Bonadeies (Board Chair/Director) $12,000 $0 $0
James Keyes (Clerk/Director) $0 $0 $0
Phil Cyr (2 Nd Vice Chair/Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
John A Lafleche (1 St Vice Chair/Director) $0 $0 $0
Gary Fontaine (Director) $0 $0 $0
Michael Cantwell (Director) $0 $0 $0
William Trifone (Director) $0 $0 $0
Christina Predella (Director) $0 $0 $0
Robert Caprera (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,399,424
Expenses
$8,941,507
Net Income
$457,917
Net Assets
$22,109,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,022,377
85.3%
Investment Income $478,242
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $67,235
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $831,570
8.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $523,219
5.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,838,069
20.6%
Assets/Debt
Total Assets $189,072,301
Total Liabilities $166,963,160
Net Assets $22,109,141
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Katherine R Alexander (President/ Ceo) $217,441 $0 $29,503
Jeffrey Canniff (Cfo/Treasurer) $163,149 $0 $8,234
Jordan Hoy (Svp Commercial Lending) $130,630 $0 $24,826
Chad Moore (Vp Consumer & Mtg Lending) $102,342 $0 $23,175
Madaline I Bonadeies (Board Chair/Director) $12,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cyr (2 Nd Vice Chair/Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
John A Lafleche (1 St Vice Chair/Director) $0 $0 $0
Gary Fontaine (Director) $0 $0 $0
Michael Cantwell (Director) $0 $0 $0
William Trifone (Director) $0 $0 $0
Robert Caprera (Director) $0 $0 $0
Christina Predella (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,820,160
Expenses
$8,627,254
Net Income
$192,906
Net Assets
$21,148,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,440,600
84.4%
Investment Income $470,711
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $67,214
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $841,635
9.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $594,290
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,756,324
20.4%
Assets/Debt
Total Assets $186,828,744
Total Liabilities $165,680,518
Net Assets $21,148,226
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Terry D Lisle (Cfo/Treasurer (Ended 07/28/18)) $318,137 $0 $11,726
Katherine R Alexander (President/ Ceo) $173,691 $0 $28,781
Jordan Hoy (Svp Commercial Lending) $107,870 $0 $21,316
Jeffrey Canniff (Cfo/Treasurer) $90,462 $0 $584
Madaline I Bonadeies (Board Chair/Director) $12,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cyr (2 Nd Vice Chair/Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Paul Berry (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
John A Lafleche (1 St Vice Chair/Director) $0 $0 $0
Gary Fontaine (Director) $0 $0 $0
Michael Canteell (Director) $0 $0 $0
William Trifone (Director) $0 $0 $0
Robert Caprera (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,752,163
Expenses
$8,589,565
Net Income
$162,598
Net Assets
$21,059,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,943,367
79.3%
Investment Income $470,448
5.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $70,889
0.8%
Net Fundraising $0
Sales of Assets $562,987
6.4%
Net Inventory Sales $0
Other Revenue $704,472
8.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $789,610
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,680,847
19.6%
Assets/Debt
Total Assets $186,380,188
Total Liabilities $165,321,134
Net Assets $21,059,054
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen A Krommer (Chief Lending Officer (Ended 11/10/17)) $284,255 $0 $29,779
Kimberly A Quinn (Chief Operations Officer (Ended 4/24/17)) $212,385 $0 $21,421
Katherine R Alexander (President/ Ceo) $150,912 $0 $21,309
Terry D Lisle (Cfo/Treasurer) $130,058 $0 $63,011
Daniel S Matte (Board Chair/Director (Ended 10/31/17)) $10,000 $0 $0
Madaline I Bonadeies (Board Chair/Director) $2,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cyr (2 Nd Vice Chair/Director) $0 $0 $0
Denise R Cournoyer (Director) $0 $0 $0
Michelle M Anderson (Director) $0 $0 $0
Ronald L Ledoux (Director) $0 $0 $0
Paul Berry (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
John A Lafleche (2 Nd Vice Chair/Director) $0 $0 $0
Gary Fontaine (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,054,377
Expenses
$7,731,385
Net Income
$322,992
Net Assets
$21,291,763
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,306,766
78.3%
Investment Income $537,222
6.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $91,889
1.1%
Net Fundraising $0
Sales of Assets -$51,714
Net Inventory Sales $0
Other Revenue $1,170,214
14.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $612,906
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,940,387
25.1%
Assets/Debt
Total Assets $182,059,861
Total Liabilities $160,768,098
Net Assets $21,291,763
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Davenport (President/Ceo (Resigned 12/14)) $190,647 $0 $43,732
Kimberly A Quinn (Chief Operations Officer) $116,762 $0 $30,216
Terry D Lisle (Treasurer) $116,608 $0 $58,724
Kathleen A Krommer (Chief Lending Officer) $115,407 $0 $30,805
Katherine R Alexander (Interim Ceo) $61,482 $0 $537
Daniel S Matte (Board Chair/Director) $12,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cyr (Director) $0 $0 $0
Thomas J Smalarz (1st Vice Chair Deceased 7/2016) $0 $0 $0
Denise R Cournoyer (Director) $0 $0 $0
John J Argitis (Clerk/Director) $0 $0 $0
Ronald L Ledoux (Director) $0 $0 $0
Madaline I Bonadeies (Director) $0 $0 $0
Paul Berry (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
John A Lafleche (2nd Vice Chair/Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,306,007
Expenses
$7,836,668
Net Income
-$530,661
Net Assets
$20,647,104
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,926,062
81.1%
Investment Income $604,208
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $77,655
1.1%
Net Fundraising $0
Sales of Assets $95,045
1.3%
Net Inventory Sales $0
Other Revenue $603,037
8.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $551,649
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,838,960
23.5%
Assets/Debt
Total Assets $167,626,310
Total Liabilities $146,979,206
Net Assets $20,647,104
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Davenport (President/Ceo) $186,055 $0 $41,886
Kimberly A Quinn (Chief Operations Officer) $118,213 $0 $29,584
Terry D Lisle (Treasurer/Cfo) $117,750 $0 $55,471
Kathleen A Krommer (Chief Lending Officer) $117,631 $0 $29,785
Denise R Cournoyer (Board Chair) $12,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cyr (Director) $0 $0 $0
Thomas J Smalarz (2nd Vice Chair/ Director) $0 $0 $0
Russell W Cournoyer (Director [Retired 01/2015]) $0 $0 $0
John G Argitis (Clerk) $0 $0 $0
Ronald L Ledoux (Director) $0 $0 $0
Daniel S Matte (1st Vice Chair/Director) $0 $0 $0
Madaline I Bonadeies (Director) $0 $0 $0
Paul Berry (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0
John A Lafleche (Director [As Of 01/2015]) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,579,672
Expenses
$7,740,616
Net Income
-$160,944
Net Assets
$21,076,562
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,073,956
80.1%
Investment Income $921,890
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $65,768
0.9%
Net Fundraising $0
Sales of Assets -$20,984
Net Inventory Sales $0
Other Revenue $539,042
7.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $530,519
6.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,960,363
25.3%
Assets/Debt
Total Assets $163,022,697
Total Liabilities $141,946,135
Net Assets $21,076,562
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Davenport (President/Ceo) $179,394 $0 $33,726
Terry D Lisle (Treasurer/Cfo) $113,099 $0 $52,343
Kimberly A Quinn (Chief Operations Officer) $113,041 $0 $24,094
Kathleen A Krommer (Chief Lending Officer) $112,985 $0 $35,565
Denise R Cournoyer (Board Chair) $12,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cry (Director) $0 $0 $0
Thomas J Smalarz (Director) $0 $0 $0
Russell W Cournoyer (Director) $0 $0 $0
John G Argitis (Director) $0 $0 $0
Ronald L Ledoux (Director) $0 $0 $0
Daniel S Matte (Director) $0 $0 $0
Madaline I Daoust (Director) $0 $0 $0
Paul Berry (Director) $0 $0 $0
Benjamin Tully (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,481,885
Expenses
$8,185,865
Net Income
$296,020
Net Assets
$19,572,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,083,581
71.7%
Investment Income $1,064,485
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $72,204
0.9%
Net Fundraising $0
Sales of Assets $724,005
8.5%
Net Inventory Sales $0
Other Revenue $537,610
6.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $511,755
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,964,962
24.0%
Assets/Debt
Total Assets $170,794,240
Total Liabilities $151,221,760
Net Assets $19,572,480
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey A Davenport (President/Ceo) $174,180 $0 $26,051
Kathleen A Krommer (Chief Lending Officer) $109,717 $0 $13,977
Terry D Lisle (Treasurer/Cfo) $109,564 $0 $13,963
Kimberly A Quinn (Chief Operations Officer) $106,294 $0 $20,767
Denise R Cournoyer (Vice Chairperson) $12,000 $0 $0
James Keyes (Director) $0 $0 $0
Phil Cry (Director) $0 $0 $0
Thomas J Smalarz (Director) $0 $0 $0
William M Brown (Director) $0 $0 $0
Russell W Cournoyer (Director) $0 $0 $0
John G Argitis (Director) $0 $0 $0
Ronald L Ledoux (Chairperson) $0 $0 $0
John A Lafleche (Director) $0 $0 $0
Daniel S Matte (Director) $0 $0 $0
Madaline I Daoust (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,579,163
Expenses
$8,631,566
Net Income
$947,597
Net Assets
$22,111,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,480,307
67.7%
Investment Income $1,242,446
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $91,812
1.0%
Net Fundraising $0
Sales of Assets $1,114,184
11.6%
Net Inventory Sales $0
Other Revenue $650,414
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $504,703
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,891,150
21.9%
Assets/Debt
Total Assets $177,521,744
Total Liabilities $155,410,612
Net Assets $22,111,132

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,343,561
Expenses
$9,541,419
Net Income
-$197,858
Net Assets
$21,370,068
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,390,173
68.4%
Investment Income $1,870,617
20.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $103,879
1.1%
Net Fundraising $0
Sales of Assets $489,812
5.2%
Net Inventory Sales $0
Other Revenue $489,080
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $495,217
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,905,306
20.0%
Assets/Debt
Total Assets $186,067,396
Total Liabilities $164,697,328
Net Assets $21,370,068

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 »