Skip to content
ProPublica Donate
ProPublica Donate

National Affordable Housing Trust Inc

  • Columbus, OH
  • Tax-exempt since Feb. 1987
  • EIN: 52-1450306

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: Housing, Shelter / Housing Development, Construction, Management (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$5.8M (2024)

Expenses
$7.52M (2024)

Total Assets
$19.6M (2024)

Total Liabilities
$9.33M (2024)

Source: Form 990 tax filings from 2010 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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,799,883
Expenses
$7,518,978
Net Income
-$1,719,095
Net Assets
$10,221,063
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,272,198
90.9%
Investment Income $0
Bond Proceeds $404,001
7.0%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $123,684
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,399,004
31.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,111,584
28.1%
Assets/Debt
Total Assets $19,551,477
Total Liabilities $9,330,414
Net Assets $10,221,063
Compensation
Key Employees and Officers Compensation Related Other
Lori Little (Ceo And President) $463,821 $0 $48,800
Douglas P Bates (Cfo & Treasurer) $319,381 $0 $50,227
Paul M Cummings (Senior Vp, Originations &) $271,719 $0 $57,997
David S Michaels (Secretary & Senior Vp) $266,110 $0 $33,093
Brian Robinson (Senior Vp, Originations &) $243,940 $0 $54,392
Christina Tracy (Vp Director Of Investor Re) $233,676 $0 $40,400
Heather Holland (Senior Vice President) $199,086 $0 $52,461
Karen Dowler (Senior Asset Manager Of Dispostions) $168,628 $0 $24,864
Peter Misuraca (Senior Construction Risk Manager) $157,992 $0 $48,822
Kimberly Latimer Nelligan (Chair) $0 $0 $0
Panagiota Mahendru (Director) $0 $0 $0
Eric Price (Director) $0 $0 $0
Andrea Ponsor (Director) $0 $0 $0
Jill Edwards (Director) $0 $0 $0
Maygen Moore (Director) $0 $0 $0
Patricia Belden (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 27, 2025

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

View Filing
PDF XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,030,315
Expenses
$8,378,649
Net Income
$651,666
Net Assets
$11,940,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $555,000
6.1%
Program Services $8,107,640
89.8%
Investment Income $264,175
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $103,500
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,531,282
30.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,398,026
28.6%
Assets/Debt
Total Assets $19,904,456
Total Liabilities $7,964,298
Net Assets $11,940,158
Compensation
Key Employees and Officers Compensation Related Other
Lori Little (Ceo And President) $357,033 $0 $34,526
David S Michaels (Secretary & Senior Vp) $271,851 $0 $31,491
Paul M Cummings (Senior Vp, Originations &) $266,675 $0 $49,533
David Lennon (Senior Vp, Developmen) $265,033 $0 $49,630
Douglas P Bates (Cfo & Treasurer) $261,233 $0 $49,217
Brian Robinson (Senior Vp, Originations &) $253,206 $0 $47,072
Sam Merkle (Senior Vice President) $252,178 $0 $48,533
Christina Tracy (Vp Director Of Investor Relations) $217,175 $0 $27,698
Heather Holland (Senior Vice President) $202,827 $0 $44,683
Kimberly Latimer Nelligan (Chair) $0 $0 $0
Panagiota Mahendru (Director) $0 $0 $0
Eric Price (Director) $0 $0 $0
Andrea Ponsor (Director) $0 $0 $0
Jill Edwards (Director) $0 $0 $0
Lucy Arellano Baglieri (Director) $0 $0 $0
Patricia Belden (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 4, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,808,446
Expenses
$8,082,032
Net Income
$1,726,414
Net Assets
$11,288,492
Notable Sources of Revenue Percent of Total Revenue
Contributions $555,000
5.7%
Program Services $9,070,125
92.5%
Investment Income $52,321
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $131,000
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,386,950
29.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,332,560
28.9%
Assets/Debt
Total Assets $26,738,117
Total Liabilities $15,449,625
Net Assets $11,288,492
Compensation
Key Employees and Officers Compensation Related Other
Lori Little (Ceo And President) $445,284 $0 $34,025
Paul M Cummings (Senior Vp, Originations &) $282,104 $0 $49,536
David Lennon (Senior Vp, Developmen) $276,203 $0 $49,629
David S Michaels (Secretary & Senior Vp) $263,490 $0 $30,719
Douglas P Bates (Cfo & Treasurer) $256,390 $0 $47,944
Sam Merkle (Senior Vice President) $237,225 $0 $46,423
Brian Robinson (Senior Vp Orig And Capital Mkts) $227,530 $0 $45,199
Celia Smoot (Vp, Senior Development Advisor) $222,567 $0 $27,103
Heather Holland (Senior Vice President) $198,749 $0 $43,433
Patricia Belden (Director) $0 $0 $0
Andrea Ponsor (Director) $0 $0 $0
Kimberly Latimer Nelligan (Chair) $0 $0 $0
Jill Edwards (Director) $0 $0 $0
Panagiota Mahendru (Director) $0 $0 $0
Eric Price (Director) $0 $0 $0
Lucy Arellano Baglieri (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 8, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,969,505
Expenses
$4,688,318
Net Income
$1,281,187
Net Assets
$9,562,078
Notable Sources of Revenue Percent of Total Revenue
Contributions $650,000
10.9%
Program Services $4,672,483
78.3%
Investment Income $24,435
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $622,587
10.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $898,461
19.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,545,182
33.0%
Assets/Debt
Total Assets $14,641,466
Total Liabilities $5,079,388
Net Assets $9,562,078

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,943,724
Expenses
$8,153,658
Net Income
$790,066
Net Assets
$8,280,891
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,350,000
26.3%
Program Services $6,398,272
71.5%
Investment Income $58,210
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $137,242
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,994,842
24.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,865,862
22.9%
Assets/Debt
Total Assets $12,512,765
Total Liabilities $4,231,874
Net Assets $8,280,891
Compensation
Key Employees and Officers Compensation Related Other
Lori Little (Ceo And President) $437,298 $0 $27,606
David S Michaels (Secretary & Senior Vp) $246,318 $0 $27,851
Douglas P Bates (Cfo & Treasurer) $235,948 $0 $41,473
Paul M Cummings (Senior Vp, Originations & Capital Markets) $229,093 $0 $40,758
Sam Merkle (Senior Vp, Fund Management) $223,756 $0 $38,321
David Lennon (Senior Vp, Developmen) $218,001 $0 $39,101
Brian Robinson (Senior Vp, Originations & Capital Markets) $213,535 $0 $39,795
Celia Smoot (Vp, Senior Development Advisor) $190,893 $0 $15,742
Patricia Belden (Director) $0 $0 $0
Andrea Ponsor (Director) $0 $0 $0
Kimberly Latimer Nelligan (Chair) $0 $0 $0
Patricia Gopaul (Director) $0 $0 $0
Giles Coates (Director) $0 $0 $0
Jill Edwards (Director) $0 $0 $0
Steve Spears (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 19, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,142,491
Expenses
$4,936,505
Net Income
$205,986
Net Assets
$7,490,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,705,068
91.5%
Investment Income $107,402
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $330,021
6.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,415,337
28.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,695,319
34.3%
Assets/Debt
Total Assets $11,972,811
Total Liabilities $4,481,986
Net Assets $7,490,825
Compensation
Key Employees and Officers Compensation Related Other
Lori Little (Ceo And President) $297,816 $0 $28,030
Paul M Cummings (Senior Acquisitions Office) $203,769 $0 $37,610
David S Michaels (Secretary) $201,604 $0 $24,601
David Lennon (Vp, Director Of Developmen) $197,502 $0 $37,208
Douglas P Bates (Cfo & Treasurer) $185,000 $0 $36,116
Sam Merkle (Vp) $183,362 $0 $31,230
Heather J Holland (Svp, Director Of Administr) $146,284 $0 $33,109
Shannon Clark (Director) $0 $0 $0
Patrick Sheridan (Secretary, Director) $0 $0 $0
Patricia Belden (Director) $0 $0 $0
Beverly Bates (Chairperson Of The Board) $0 $0 $0
Michael Devlin (Director) $0 $0 $0
Neal T Drobenare (Director) $0 $0 $0
Kevin Myren (Director) $0 $0 $0
Andrea Ponsor (Director) $0 $0 $0
Steve Spears (Director) $0 $0 $0
Samantha Brown (Director) $0 $0 $0
William C Kelly Jr (Director) $0 $0 $0
Diane Clyde (Director) $0 $0 $0
Laverne R Joseph (Director) $0 $0 $0
Matt Rule (Director) $0 $0 $0
Jim D Mather (Director) $0 $0 $0
Angela Bruno (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 16, 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
$4,412,494
Expenses
$5,203,382
Net Income
-$790,888
Net Assets
$7,284,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,078,577
92.4%
Investment Income $81,382
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $252,535
5.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,633,070
31.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,402,031
26.9%
Assets/Debt
Total Assets $16,634,664
Total Liabilities $9,349,825
Net Assets $7,284,839
Compensation
Key Employees and Officers Compensation Related Other
Lori Little (Ceo Trustee And President) $295,756 $0 $28,032
Paul M Cummings (Senior Acquisitions Office) $198,014 $0 $41,274
David S Michaels (Trustee & Secretary) $195,930 $0 $24,970
David Lennon (Vp, Director Of Developmen) $192,331 $0 $40,998
Douglas P Bates (Cfo Trustee & Treasurer) $180,274 $0 $39,956
Sam Merkle (Vp & Assistant Treasurer) $177,724 $0 $34,318
Heather J Holland (Svp, Director Of Administr) $141,376 $0 $36,920
Christine Nocar (Senior Construction Underw) $127,803 $0 $25,863
Merydith Greene (Senior Acquisitions Office) $123,862 $0 $13,222
Shannon Clark (Trustee) $0 $0 $0
Patrick Sheridan (Secretary, Trustee) $0 $0 $0
Patricia Belden (Trustee) $0 $0 $0
Beverly Bates (Chairperson Of The Board) $0 $0 $0
Michael Devlin (Trustee) $0 $0 $0
Neal T Drobenare (Trustee) $0 $0 $0
Eileen Fitzgerald (Trustee) $0 $0 $0
Kevin Myren (Trustee) $0 $0 $0
Andrea Ponsor (Trustee) $0 $0 $0
Steve Spears (Trustee) $0 $0 $0
Samantha Brown (Trustee) $0 $0 $0
William C Kelly Jr (Trustee) $0 $0 $0
Kimberly Latimer Nelligan (Trustee) $0 $0 $0
Diane Clyde (Trustee) $0 $0 $0
Laverne R Joseph (Trustee) $0 $0 $0
Matt Rule (Trustee) $0 $0 $0
See filing for compensation of 2 other people →
+ View more people

Document Links

990
Filed on Nov. 6, 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
$5,577,948
Expenses
$7,165,465
Net Income
-$1,587,517
Net Assets
$8,075,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,377,100
96.4%
Investment Income $43,075
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $157,773
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,921,542
26.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,321,070
32.4%
Assets/Debt
Total Assets $15,085,919
Total Liabilities $7,010,192
Net Assets $8,075,727
Compensation
Key Employees and Officers Compensation Related Other
James A Bowman (Former President & Ceo) $324,018 $0 $46,783
Lori Little (Ceo Trustee And President) $210,119 $0 $26,047
Marcus B Vivona (Vp, Director Of Acquisitions) $191,415 $0 $33,075
Paul M Cummings (Senior Acquisitions Officer) $188,014 $0 $31,937
David S Michaels (Trustee & Secretary) $186,253 $0 $23,895
David Lennon (Vp, Director Of Development Advisory Services) $182,871 $0 $33,424
Douglas P Bates (Cfo Trustee & Treasurer) $169,810 $0 $31,458
Sam Merkle (Vice President & Assistant Treasurer) $169,429 $0 $18,857
Christine Nocar (Senior Construction Underwriter) $154,772 $0 $24,990
Merydith Greene (Senior Acquisitions Officer) $144,841 $0 $15,837
Shannon Clark (Trustee) $0 $0 $0
Patrick Sheridan (Secretary, Trustee) $0 $0 $0
Patricia Belden (Trustee) $0 $0 $0
Beverly Bates (Chairperson Of The Board) $0 $0 $0
Michael Devlin (Trustee) $0 $0 $0
Neal T Drobenare (Trustee) $0 $0 $0
Eileen Fitzgerald (Trustee) $0 $0 $0
Kevin Myren (Trustee) $0 $0 $0
Andrea Ponsor (Trustee) $0 $0 $0
Steve Spears (Trustee) $0 $0 $0
Samantha Brown (Trustee) $0 $0 $0
William C Kelly Jr (Trustee) $0 $0 $0
Scott Kline (Trustee) $0 $0 $0
Kimberly Latimer Nelligan (Trustee) $0 $0 $0
Donald J Phelan (Trustee) $0 $0 $0
See filing for compensation of 4 other people →
+ View more people

Document Links

990
Filed on Nov. 9, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,434,303
Expenses
$6,063,880
Net Income
$370,423
Net Assets
$9,663,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,250,392
97.1%
Investment Income $30,394
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $153,517
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,147,190
35.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,730,158
28.5%
Assets/Debt
Total Assets $15,581,903
Total Liabilities $5,918,659
Net Assets $9,663,244
Compensation
Key Employees and Officers Compensation Related Other
James A Bowman (President & Ceo) $392,149 $0 $59,664
Lori Little (Svp, Director Of Cap. Mkts And Ivestor Relations) $228,949 $0 $32,882
Marcus B Vivona (Svp, Director Of Acq And Financial Structuring) $222,891 $0 $37,497
Paul M Cummings (Vp, Senior Acquisitions Officer) $219,591 $0 $35,485
David S Michaels (Svp, Director Of Underwriting And Closings) $213,431 $0 $31,979
David Lennon (Svp, Director Of Dev. Advisory Services) $210,604 $0 $40,280
Douglas P Bates (Cfo) $184,635 $0 $34,524
Merydith Greene (Vp, Senior Acquisitions Officer) $167,856 $0 $20,522
Mike S Dummermuth (Director Of Financial Structuring) $155,625 $0 $31,475
Heather J Holland (Svp, Director Of Administration) $151,459 $0 $40,745
Raye Nae Nylander (Chairperson Of The Board,) $0 $0 $0
Patrick Sheridan (Secretary, Trustee) $0 $0 $0
Patricia Belden (Trustee) $0 $0 $0
Beverly Bates (Trustee) $0 $0 $0
Michael Devlin (Trustee) $0 $0 $0
Neal T Drobenare (Trustee) $0 $0 $0
Eileen Fitzgerald (Trustee) $0 $0 $0
Cindy Holler (Trustee) $0 $0 $0
Andrea Ponsor (Trustee) $0 $0 $0
Steve Spears (Trustee) $0 $0 $0
Toby Halliday (Trustee) $0 $0 $0
William C Kelly Jr (Trustee) $0 $0 $0
Scott Kline (Trustee) $0 $0 $0
Kimberly Latimer Nelligan (Trustee) $0 $0 $0
Donald J Phelan (Trustee) $0 $0 $0
See filing for compensation of 4 other people →
+ View more people

Document Links

990
Filed on Oct. 31, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,331,325
Expenses
$8,983,250
Net Income
$348,075
Net Assets
$9,292,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,677,465
93.0%
Investment Income $39,134
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $614,726
6.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,435,664
27.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,904,787
21.2%
Assets/Debt
Total Assets $16,453,549
Total Liabilities $7,160,728
Net Assets $9,292,821
Compensation
Key Employees and Officers Compensation Related Other
James A Bowman (President & Ceo) $347,363 $0 $60,506
Beth Dorrian (Coo & Vice President) $269,424 $0 $27,281
Paul M Cummings (Senior Acquisitions Officer) $205,785 $0 $26,360
Lori Little (Vp, Director Of Capital Markets & In) $203,163 $0 $33,642
Marcus B Vivona (Vp, Director Of Acquisitions) $192,692 $0 $42,234
David Lennon (Vp Of Organization And Dev) $183,554 $0 $41,522
David S Michaels (Vp, Director Of Underwriting & Credit) $183,431 $0 $23,754
Margaret Norris (Cfo & Treasurer) $165,099 $0 $38,008
Merydith Greene (Vp, Director Of Asset Mana) $145,914 $0 $18,231
Brian Biglin (Vp Of Organization And Dev) $143,048 $0 $38,273
Kevin W Smith (Vp, Direcot Rof Asset Management) $136,931 $0 $15,168
Mike S Dummermuth (Director Of Financial Structuring) $129,804 $0 $33,832
Douglas P Bates (Director Of Accounting & Investor Relations) $129,456 $0 $30,221
Raye Nae Nylander (Chairperson Of The Board, Trustee) $0 $0 $0
Patrick Sheridan (Secretary, Trustee) $0 $0 $0
Patricia Belden (Trustee) $0 $0 $0
Beverly Bates (Trustee) $0 $0 $0
Michael Devlin (Trustee) $0 $0 $0
Neal T Drobenare (Trustee) $0 $0 $0
Eileen Fitzgerald (Trustee) $0 $0 $0
Cindy Holler (Trustee) $0 $0 $0
Toby Halliday (Trustee) $0 $0 $0
William C Kelly Jr (Trustee) $0 $0 $0
Scott Kline (Trustee) $0 $0 $0
Kimberly Latimer Nelligan (Trustee) $0 $0 $0
See filing for compensation of 5 other people →
+ View more people

Document Links

990
Filed on Oct. 5, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,704,385
Expenses
$7,844,091
Net Income
$860,294
Net Assets
$8,944,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,633,839
76.2%
Investment Income $24,766
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,045,780
23.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,041,949
26.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,613,337
20.6%
Assets/Debt
Total Assets $17,880,894
Total Liabilities $8,936,148
Net Assets $8,944,746
Compensation
Key Employees and Officers Compensation Related Other
James A Bowman (President & Ceo) $396,600 $0 $46,633
Beth Dorrian (Coo & Vice President) $274,340 $0 $13,809
Lori Little (Vp, Dir Capital Markets) $213,534 $0 $29,602
David Michaels (Vp, Director Of Underwriting & Credit) $192,837 $0 $22,953
David Lennon (Vp Of Organization And Dev) $189,768 $0 $36,825
Margaret Norris (Cfo & Treasurer) $174,613 $0 $22,064
Marcus Vivona (Vp, Director Of Acquisitions) $161,143 $0 $24,732
Merydith Greene (Vp, Director Of Asset Mana) $149,455 $0 $18,346
Brian Biglin (Vp Of Organization And Dev) $149,055 $0 $32,824
Mike Dummermuth (Vp, Financial Structuring) $140,604 $0 $31,402
Raye Nae Nylander (Chairperson Of The Board, Trustee) $0 $0 $0
Patrick Sheridan (Secretary, Trustee) $0 $0 $0
Amy Anthony (Trustee) $0 $0 $0
Beverly Bates (Trustee) $0 $0 $0
Michael Devlin (Trustee) $0 $0 $0
Neal T Drobenare (Trustee) $0 $0 $0
Eileen Fitzgerald (Trustee) $0 $0 $0
Cindy Holler (Trustee) $0 $0 $0
William C Kelly Jr (Trustee) $0 $0 $0
Scott Kline (Trustee) $0 $0 $0
Kimberly Latimer Nelligan (Trustee) $0 $0 $0
Donald J Phelan (Trustee) $0 $0 $0
Nancy S Rase (Trustee) $0 $0 $0
Laverne R Joseph (Trustee) $0 $0 $0
Ann Silverberg (Trustee) $0 $0 $0
See filing for compensation of 1 other people →
+ View more people

Document Links

990
Filed on Oct. 12, 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
$9,092,386
Expenses
$8,815,376
Net Income
$277,010
Net Assets
$8,562,000
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,015,913
99.2%
Investment Income $53,823
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,650
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,697,292
19.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,502,412
17.0%
Assets/Debt
Total Assets $21,157,144
Total Liabilities $12,595,144
Net Assets $8,562,000
Compensation
Key Employees and Officers Compensation Related Other
James A Bowman (President & Ceo) $341,763 $0 $50,216
Beth Dorrian (Coo & Vice President) $190,230 $0 $6,252
Lori Little (Vp, Assistant Secretary) $179,331 $0 $29,411
David Michaels (Vp Underwriting & Credit) $171,161 $0 $18,669
David Lennon (Vp Of Organization And Dev) $162,453 $0 $33,104
Brian Biglin (Vp Of Organization And Dev) $139,463 $0 $28,647
Margaret Norris (Cfo & Treasurer) $138,202 $0 $20,086
Merydith Greene (Vp, Director Of Asset Mana) $132,065 $0 $17,103
Michael Dummermuth (Vp, Assistant Treasurer) $125,140 $0 $27,068
Douglas P Bates (Director: Accounting/Investor Reporting) $117,484 $0 $24,123
Raye Nae Nylander (Chairperson Of The Board, Trustee) $0 $0 $0
Patrick Sheridan (Secretary, Trustee) $0 $0 $0
Amy Anthony (Trustee) $0 $0 $0
Beverly Bates (Trustee) $0 $0 $0
Michael Devlin (Trustee) $0 $0 $0
Neal T Drobenare (Trustee) $0 $0 $0
Jane Graf (Trustee) $0 $0 $0
Laverne R Joseph (Trustee) $0 $0 $0
William C Kelly Jr (Trustee) $0 $0 $0
Scott Kline (Trustee) $0 $0 $0
Kimberly Latimer Nelligan (Trustee) $0 $0 $0
Donald J Phelan (Trustee) $0 $0 $0
Nancy S Rase (Trustee) $0 $0 $0
Rick Samson (Trustee) $0 $0 $0
Ann Silverberg (Trustee) $0 $0 $0
See filing for compensation of 1 other people →
+ View more people

Document Links

990
Filed on Nov. 7, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,099,939
Expenses
$9,930,251
Net Income
-$830,312
Net Assets
$8,200,726
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,996,770
98.9%
Investment Income $55,401
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $47,768
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,378,494
13.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,623,526
16.3%
Assets/Debt
Total Assets $23,877,599
Total Liabilities $15,676,873
Net Assets $8,200,726

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
$10,085,350
Expenses
$7,962,324
Net Income
$2,123,026
Net Assets
$9,031,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,355
0.1%
Program Services $9,430,743
93.5%
Investment Income $32,821
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $607,760
6.0%
Net Inventory Sales $0
Other Revenue $5,671
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,360,652
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,376,913
17.3%
Assets/Debt
Total Assets $21,860,931
Total Liabilities $12,829,893
Net Assets $9,031,038

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,230,829
Expenses
$8,800,733
Net Income
$1,430,096
Net Assets
$6,703,993
Notable Sources of Revenue Percent of Total Revenue
Contributions $112,645
1.1%
Program Services $10,092,093
98.6%
Investment Income $26,091
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 $1,412,091
16.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,669,274
19.0%
Assets/Debt
Total Assets $20,221,391
Total Liabilities $13,517,398
Net Assets $6,703,993

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

990

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

PDF
990-EZ

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

PDF

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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
PDF (2 of 2)

About This Data

What Is 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 »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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