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Paychex Charitable Foundation Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$0 (2024)

Expenses
$2.41M (2024)

Total Assets
$20.6M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2014 to 2024

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 May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$2,412,215
Net Income
-$2,412,215
Net Assets
$20,565,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,437,402
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,565,064
Total Liabilities $0
Net Assets $20,565,064
Compensation
Key Employees and Officers Compensation Other
Robert Schrader (Treasurer) $0 $0
John Gibson (President) $0 $0
Lisa Flemming (Executive Director) $0 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,000,000
Expenses
$2,042,267
Net Income
$2,957,733
Net Assets
$21,487,366
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,077,375
> 100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $21,487,366
Total Liabilities $0
Net Assets $21,487,366
Compensation
Key Employees and Officers Compensation Other
John Gibson (President) $0 $0
Efrain Rivera (Vice President, Treasurer) $0 $0
Stephanie Schaeffer (Vice President, Secretary) $0 $0
Lisa Fleming (Executive Director) $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,000,000
Expenses
$1,009,528
Net Income
$8,990,472
Net Assets
$17,937,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,009,528
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,937,345
Total Liabilities $0
Net Assets $17,937,345
Compensation
Key Employees and Officers Compensation Other
Martin Mucci (President/Director) $0 $0
Efrain Rivera (Vp/Treasurer/Director) $0 $0
Stephanie Schaeffer (Vp/Secretary//Director) $0 $0
Cody Braithwaite (Executive Director) $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,000,000
Expenses
$1,036,413
Net Income
$5,963,587
Net Assets
$8,946,873
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,036,413
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,946,873
Total Liabilities $0
Net Assets $8,946,873
Compensation
Key Employees and Officers Compensation Other
Martin Mucci (Pres./Dir.) $0 $0
Efrain Rivera (Vp/Treas./Dir.) $0 $0
Stephanie Schaeffer (Vp/Secretary/Dir.) $0 $0
Cody Braithwaite (Exec. Director) $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$0
Expenses
$1,546,771
Net Income
-$1,546,771
Net Assets
$2,983,286
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,546,771
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,983,286
Total Liabilities $0
Net Assets $2,983,286

Document Links

Fiscal Year Ending May
2019

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 May
2017

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 May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$257,250
Expenses
$413,817
Net Income
-$156,567
Net Assets
$790,892
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $257,250
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $413,817
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $790,892
Total Liabilities $0
Net Assets $790,892

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,750
Expenses
$100,291
Net Income
-$52,541
Net Assets
$947,459
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $47,750
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,291
100%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $947,459
Total Liabilities $0
Net Assets $947,459

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,000,000
Expenses
$0
Net Income
$1,000,000
Net Assets
$1,000,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000,000
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,000,000
Total Liabilities $0
Net Assets $1,000,000

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.

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