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Upstate Senior Living Inc

  • Greenville, SC
  • Tax-exempt since March 2007
  • EIN: 51-0553716

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: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$25.3M (2023)

Expenses
$25.7M (2023)

Total Assets
$131M (2023)

Total Liabilities
$179M (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
$25,284,260
Expenses
$25,655,511
Net Income
-$371,251
Net Assets
-$48,698,271
Notable Sources of Revenue Percent of Total Revenue
Contributions $228,072
0.9%
Program Services $23,419,588
92.6%
Investment Income $1,018,953
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $68,873
0.3%
Net Inventory Sales $0
Other Revenue $548,774
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $726,095
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $7,981,097
31.1%
Assets/Debt
Total Assets $130,609,282
Total Liabilities $179,307,553
Net Assets -$48,698,271
Compensation
Key Employees and Officers Compensation Related Other
James (Rick) Brackett (Ceo) $245,435 $0 $38,052
Donald Lilly (Executive Vp Of Operations) $209,263 $0 $18,243
Bill Falls (Cfo) $189,901 $0 $27,047
Angela Hecker (Director Of Marketing) $153,329 $0 $24,984
Becky Vuksta (Sr. Director Of Operations) $128,897 $0 $18,150
Kathy Young (Controller) $106,346 $0 $16,721
Dr Bruce Brown (Director) $0 $0 $0
Dr Landy Mc Carrell (Secretary) $0 $0 $0
Mary Lou Merkt (Chair) $0 $0 $0
Susan Bichel (Treasurer) $0 $0 $0
Todd Malo (Vice Chair) $0 $0 $0
David Johnson (Director) $0 $0 $0
Francie Heller (Director) $0 $0 $0
Kathleen Mc Kinney (Director) $0 $0 $0
Walter Goldsmith (Director) $0 $0 $0
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990
Filed on Aug. 23, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,892,551
Expenses
$24,110,477
Net Income
-$2,217,926
Net Assets
-$50,611,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,082,784
96.3%
Investment Income $399,952
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$118,177
Net Inventory Sales $0
Other Revenue $527,992
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $794,311
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $5,571,320
23.1%
Assets/Debt
Total Assets $126,972,389
Total Liabilities $177,583,986
Net Assets -$50,611,597
Compensation
Key Employees and Officers Compensation Related Other
James Rick Brackett (Ceo) $216,164 $0 $35,205
Angela Hecker (Director Of Marketing) $169,349 $0 $24,137
Donald Lilly (Exec. Director Of Operations) $157,683 $0 $16,866
Becky Vuksta (Senior Director Of Operations) $121,271 $0 $24,369
Kathy Young (Controller) $100,336 $0 $15,966
Stephanie Estrada (Cfo (Ending 7/15)) $79,124 $0 $19,528
Bill Johnson (Interim Cfo (7/1 11/4)) $52,250 $0 $0
Bill Falls (Cfo (Beginning 11/1)) $29,204 $0 $3,128
Walter Goldsmith (Chair) $0 $0 $0
Mary Lou Merkt (Vice Chair) $0 $0 $0
Dr Bruce Brown (Treasurer) $0 $0 $0
Todd Malo (Secretary) $0 $0 $0
Kathleen Mckinney (Director) $0 $0 $0
Susan Bichel (Director) $0 $0 $0
David Johnson (Director) $0 $0 $0
Dr Landy Mccarrell (Director) $0 $0 $0
Francie Heller (Director) $0 $0 $0
Ben Deibler (Director) $0 $0 $0
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990
Filed on Nov. 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,336,341
Expenses
$21,867,075
Net Income
-$2,530,734
Net Assets
-$46,041,894
Notable Sources of Revenue Percent of Total Revenue
Contributions $854,885
4.4%
Program Services $17,584,469
90.9%
Investment Income $239,526
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$131,440
Net Inventory Sales $0
Other Revenue $788,901
4.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $342,624
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,236,154
23.9%
Assets/Debt
Total Assets $125,915,350
Total Liabilities $171,957,244
Net Assets -$46,041,894
Compensation
Key Employees and Officers Compensation Related Other
James Rick Brackett (Vp Of Operations / Ceo (Beg. 7/1)) $178,788 $0 $22,489
Mary Lou Merkt (President/Ceo (End. 6/30)) $174,162 $0 $6,920
Angela Hecker (Director Of Marketing) $150,673 $0 $18,156
Donald Lilly (Vice President Of Health Services) $149,821 $0 $13,629
Stephanie Estrada (Cfo) $140,598 $0 $21,045
Deborah Henry (Sales Counselor) $137,662 $0 $12,908
Becky Vuksta (Executive Director Of Operations) $125,057 $0 $18,717
Kathy Young (Controller) $101,566 $0 $11,626
Walter Goldsmith (Chair) $0 $0 $0
Ben Norwood (Vice Chair) $0 $0 $0
Dr Sarah Fletcher (Secretary) $0 $0 $0
Bruce Brown (Treasurer) $0 $0 $0
Susan Bichel (Director) $0 $0 $0
Ben Deibler (Director) $0 $0 $0
David Johnson (Director) $0 $0 $0
Todd Malo (Director) $0 $0 $0
Kathleen Mckinney (Director) $0 $0 $0
Dr Landrum Mccarrell (Director) $0 $0 $0
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990
Filed on Jan. 13, 2023

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
$18,589,753
Expenses
$18,950,242
Net Income
-$360,489
Net Assets
-$44,428,818
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,875,681
10.1%
Program Services $16,300,223
87.7%
Investment Income $241,465
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,839
0.2%
Net Inventory Sales $0
Other Revenue $127,545
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $387,765
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $6,107,982
32.2%
Assets/Debt
Total Assets $111,422,308
Total Liabilities $155,851,126
Net Assets -$44,428,818
Compensation
Key Employees and Officers Compensation Related Other
Mary Lou Merkt (President/Ceo) $313,047 $0 $50,416
James Rick Brackett (Vice President Of Operations) $148,749 $0 $27,141
Angela Hecker (Director Of Marketing) $143,021 $0 $69,870
Donald Lilly (Vice President Of Health Services) $131,296 $0 $12,811
Deborah Henry (Sales Counselor) $114,875 $0 $13,814
Stephanie Estrada (Cfo (Beg 08/2020)) $52,957 $0 $5,113
Kathleen Mckinney (President) $0 $0 $0
Walter Goldsmith (Vice President) $0 $0 $0
Dr Sarah Fletcher (Secretary) $0 $0 $0
Bruce Brown (Treasurer) $0 $0 $0
Ben Norwood (Director) $0 $0 $0
Susan Bichel (Director) $0 $0 $0
Ben Deibler (Director) $0 $0 $0
David Johnson (Director) $0 $0 $0
Todd Malo (Director) $0 $0 $0
Clare Morris (Director) $0 $0 $0
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990
Filed on Nov. 12, 2021

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

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PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,099,215
Expenses
$17,116,037
Net Income
-$2,016,822
Net Assets
-$45,191,618
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,706,448
97.4%
Investment Income $256,511
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$23,582
Net Inventory Sales $0
Other Revenue $159,838
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $687,921
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $5,011,341
29.3%
Assets/Debt
Total Assets $83,167,208
Total Liabilities $128,358,826
Net Assets -$45,191,618
Compensation
Key Employees and Officers Compensation Related Other
Mary Lou Merkt (President/Ceo) $288,462 $0 $0
Angela Hecker (Marketing Director) $163,300 $0 $9,838
Carol Babbitt (Chief Operating Officer) $137,654 $0 $13,209
Kevin Parker (Executive Director) $123,949 $0 $1,307
James Rick Brackett (Vice President Of Operations) $111,452 $0 $11,889
Kathleen Mckinney (Chairman) $0 $0 $0
Dr Bruce Brown (Treasurer/Finance Committee) $0 $0 $0
Sarah Fletcher (Secretary) $0 $0 $0
Walter Goldsmith (Vice Chairman) $0 $0 $0
Ben Deibler (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Ben Norwood Iii (Board Member/Finance Committee) $0 $0 $0
Susan Bichel (Board Member/Finance Committee) $0 $0 $0
Sam Smith (Board Member) $0 $0 $0
David Johnson (Board Member) $0 $0 $0
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990
Filed on Nov. 12, 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
$14,104,282
Expenses
$16,481,962
Net Income
-$2,377,680
Net Assets
-$43,505,515
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,860,246
98.3%
Investment Income $205,904
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$146,722
Net Inventory Sales $0
Other Revenue $184,854
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $289,885
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $5,047,559
30.6%
Assets/Debt
Total Assets $70,303,964
Total Liabilities $113,809,479
Net Assets -$43,505,515
Compensation
Key Employees and Officers Compensation Related Other
Angela Hecker (Marketing Director) $154,655 $0 $9,098
Kevin Parker (Executive Director) $135,979 $0 $8,044
Carol Babbitt (Chief Operating Officer) $133,369 $0 $12,493
Ben Deibler (Chairman) $0 $0 $0
Dr Bruce Brown (Secretary/Treasurer) $0 $0 $0
Sarah Fletcher (Board Member) $0 $0 $0
Walter Goldsmith (Board Member) $0 $0 $0
Mary Lou Merkt (Board Member) $0 $0 $0
Kathleen Mckinney (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Ben Norwood Iii (Board Member) $0 $0 $0
Susan Bichel (Board Member) $0 $0 $0
Sam Smith (Board Member) $0 $0 $0
Douglas Watson (Board Member) $0 $0 $0
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990
Filed on Nov. 13, 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
$14,404,188
Expenses
$16,686,796
Net Income
-$2,282,608
Net Assets
-$41,086,319
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,120,018
98.0%
Investment Income $125,715
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,411
Net Inventory Sales $0
Other Revenue $162,866
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $5,018,100
30.1%
Assets/Debt
Total Assets $67,377,045
Total Liabilities $108,463,364
Net Assets -$41,086,319
Compensation
Key Employees and Officers Compensation Related Other
Angela Hecker (Marketing Director) $131,384 $0 $7,558
Carol Babbitt (Health Care Administrator) $119,504 $0 $11,422
Ben Deibler (President) $0 $0 $0
Kathleen Mckinney (Vice President) $0 $0 $0
Dr Bruce Brown (Secretary/Treasurer) $0 $0 $0
Sarah Fletcher (Board Member) $0 $0 $0
Walter Goldsmith (Board Member) $0 $0 $0
Elaine Guyton (Board Member) $0 $0 $0
Ben Norwood Iii (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Dr John Sanders (Board Member) $0 $0 $0
Sam Smith (Board Member) $0 $0 $0
Douglas Watson (Board Member) $0 $0 $0
Kevin Parker (Executive Director) $0 $0 $0
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990
Filed on Oct. 1, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,578,687
Expenses
$15,509,830
Net Income
-$2,931,143
Net Assets
-$48,314,612
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,411,549
98.7%
Investment Income $55,264
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,267
Net Inventory Sales $0
Other Revenue $116,141
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,507,517
29.1%
Assets/Debt
Total Assets $63,391,432
Total Liabilities $111,706,044
Net Assets -$48,314,612
Compensation
Key Employees and Officers Compensation Related Other
Carol Babbitt (Healthcare Administrator) $111,947 $0 $11,077
Sam Smith (President) $0 $0 $0
W Ben Diebler (Vice President) $0 $0 $0
Walter Goldsmith (Board Member) $0 $0 $0
Kathleen Mckinney (Board Member) $0 $0 $0
Elaine Guyton (Board Member) $0 $0 $0
John R Sanders (Board Member) $0 $0 $0
Sarah Fletcher (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Douglas Watson (Board Member) $0 $0 $0
Ben Norwood (Board Member) $0 $0 $0
Bruce Brown (Secretary/Treasurer) $0 $0 $0
Kevin Parker (Executive Director) $0 $0 $0
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990
Filed on Dec. 20, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,638,304
Expenses
$15,380,956
Net Income
-$3,742,652
Net Assets
-$45,378,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,555,316
99.3%
Investment Income $76,464
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,524
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $4,328,605
28.1%
Assets/Debt
Total Assets $67,890,156
Total Liabilities $113,268,429
Net Assets -$45,378,273
Compensation
Key Employees and Officers Compensation Related Other
Lynn Jennings (Marketing) $137,777 $0 $6,453
Carol Babbitt (Healthcare Administrator) $112,865 $0 $11,268
Sam Smith (President) $0 $0 $0
W Ben Diebler (Vice President) $0 $0 $0
Bruce Brown (Secretary/Treasurer) $0 $0 $0
Walter Goldsmith (Board Member) $0 $0 $0
Larry Estridge (Board Member) $0 $0 $0
Elaine Guyton (Board Member) $0 $0 $0
John R Sanders (Board Member) $0 $0 $0
Sarah Fletcher (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Douglas Watson (Board Member) $0 $0 $0
Ben Norwood (Board Member) $0 $0 $0
Kevin Parker (Executive Director) $0 $0 $0
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990
Filed on Nov. 14, 2016

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

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PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,703,420
Expenses
$14,975,739
Net Income
-$4,272,319
Net Assets
-$41,622,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,568,510
98.7%
Investment Income $157,005
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,095
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $3,912,257
26.1%
Assets/Debt
Total Assets $70,647,270
Total Liabilities $112,269,767
Net Assets -$41,622,497
Compensation
Key Employees and Officers Compensation Related Other
Ben Norwood (President) $0 $0 $0
Sam Smith (Vice President) $0 $0 $0
Walter Goldsmith (Secretary/Treasurer) $0 $0 $0
Larry D Estridge (Board Member) $0 $0 $0
W Ben Deibler (Board Member) $0 $0 $0
Elaine Guyton (Board Member) $0 $0 $0
John R Sanders (Board Member) $0 $0 $0
Sarah Fletcher (Board Member) $0 $0 $0
Bruce Brown (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Douglas Watson (Board Member) $0 $0 $0
Kevin Parker (Executive Director) $0 $0 $0
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990
Filed on Nov. 11, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,963,909
Expenses
$14,501,320
Net Income
-$5,537,411
Net Assets
-$37,246,463
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,945,518
99.8%
Investment Income $18,449
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$58
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $148,319
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,431,456
23.7%
Assets/Debt
Total Assets $73,112,518
Total Liabilities $110,358,981
Net Assets -$37,246,463
Compensation
Key Employees and Officers Compensation Related Other
Kevin Parker (Executive Director) $61,333 $0 $10,840
Pete Dabbenigno (Interim Executive Director) $53,152 $0 $1,595
Troy Cannaday (Executive Director) $17,863 $0 $3,536
Ben Norwood (President) $0 $0 $0
Sam Smith (Vice President) $0 $0 $0
Walter Goldsmith (Secretary/Treasurer) $0 $0 $0
Larry D Estridge (Board Member) $0 $0 $0
W Ben Deibler (Board Member) $0 $0 $0
Elaine Guyton (Board Member) $0 $0 $0
John R Sanders (Board Member) $0 $0 $0
Sarah Fletcher (Board Member) $0 $0 $0
Bruce Brown (Board Member) $0 $0 $0
Clare Morris (Board Member) $0 $0 $0
Dr Edward Hilger (Board Member) $0 $0 $0
Douglas Watson (Board Member) $0 $0 $0
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990
Filed on Nov. 6, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,806,956
Expenses
$14,137,147
Net Income
-$5,330,191
Net Assets
-$30,837,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,777,691
99.7%
Investment Income $29,265
0.3%
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 $164,438
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,139,947
22.2%
Assets/Debt
Total Assets $73,785,326
Total Liabilities $104,623,266
Net Assets -$30,837,940

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
$8,122,646
Expenses
$14,224,405
Net Income
-$6,101,759
Net Assets
-$24,512,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,911,419
97.4%
Investment Income $211,227
2.6%
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 $143,757
1.0%
Professional Fundraising Fees $0
Other Salaries and Wages $2,825,077
19.9%
Assets/Debt
Total Assets $77,372,931
Total Liabilities $101,885,669
Net Assets -$24,512,738

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 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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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

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