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Cfa Institute Research Foundation

  • Charlottesvle, VA
  • Tax-exempt since May 1967
  • EIN: 54-6063408

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 / Research Institutes and/or Public Policy Analysis (NTEE)

Donations to this organization are tax deductible.

Details

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

Provided first-class or charter travel
Organization provided first-class or charter travel to key employees or officers. Details are reported on Schedule J.

Summary charts: organization finances over time

Revenue
$902k (2023)

Expenses
$620k (2023)

Total Assets
$19M (2023)

Total Liabilities
$86.8k (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 Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$902,437
Expenses
$620,419
Net Income
$282,018
Net Assets
$18,949,598
Notable Sources of Revenue Percent of Total Revenue
Contributions $381,101
42.2%
Program Services $2,463
0.3%
Investment Income $458,740
50.8%
Bond Proceeds $0
Royalties $155
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,978
6.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,036,392
Total Liabilities $86,794
Net Assets $18,949,598
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Margaret Franklin Cfa (Board Member) $0 $1,258,421 $47,171
Walter V Haslett Jr Cfa (Executive Director/Board) $0 $308,507 $56,283
Aaron Low Cfa (Chair) $0 $0 $0
Joanne Hill Phd (Vice Chair) $0 $0 $0
Amra Balic (Board Member) $0 $0 $0
Aaron Brown (Board Member) $0 $0 $0
Kati Eriksson Cfa (Board Member) $0 $0 $0
Bill Fung Phd (Board Member) $0 $0 $0
Heinz Hockmann Phd (Board Member) $0 $0 $0
Kingpai Koosakulnirund Cfa (Board Member) $0 $0 $0
Punita Kumar Sinha Cfa (Board Member) $0 $0 $0
Lotta Moberg Phd Cfa (Board Member) $0 $0 $0
Dave Uduanu Cfa (Board Member) $0 $0 $0
Kurt Winkelmann Phd (Board Member) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $233,166 $39,083
Jessica Lawson (Secretary) $0 $66,971 $22,470
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990
Filed on June 25, 2024

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

View Filing
XML

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,613,196
Expenses
$585,333
Net Income
$3,027,863
Net Assets
$17,645,871
Notable Sources of Revenue Percent of Total Revenue
Contributions $254,501
7.0%
Program Services $2,681
0.1%
Investment Income $487,443
13.5%
Bond Proceeds $0
Royalties $266
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,868,305
79.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,781,846
Total Liabilities $135,975
Net Assets $17,645,871
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Walter V Haslett Jr Cfa (Executive Director/Board) $0 $305,581 $55,164
Margaret Franklin Cfa (Board Member) $0 $1,276,066 $43,325
Joanne Hill Phd (Chair) $0 $0 $0
Aaron Low Cfa (Vice Chair) $0 $0 $0
Kati Eriksson Cfa (Board Member) $0 $0 $0
Bill Fung Phd (Board Member) $0 $0 $0
Ted Aronson (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Board Member) $0 $0 $0
Kingpai Koosakulnirund Cfa (Board Member) $0 $0 $0
Barbara Mainzer Cfa (Board Member) $0 $0 $0
Lotta Moberg Phd Cfa (Board Member) $0 $0 $0
Punita Kumar Sinha Cfa (Board Member) $0 $0 $0
Dave Uduanu Cfa (Board Member) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $232,379 $38,972
Jessica Lawson (Secretary) $0 $69,346 $22,559
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990
Filed on June 28, 2023

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

View Filing
XML

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,062,651
Expenses
$490,710
Net Income
$571,941
Net Assets
$20,616,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $341,684
32.2%
Program Services $4,294
0.4%
Investment Income $373,984
35.2%
Bond Proceeds $0
Royalties $233
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $342,456
32.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,673,964
Total Liabilities $57,745
Net Assets $20,616,219
Other
Provided first-class or charter travel
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Walter V Haslett Jr (Executive Director/Board) $0 $267,796 $50,147
Margaret Franklin Cfa (Board Member) $0 $558,892 $44,028
Joanne Hill Phd (Chair) $0 $0 $0
Ted Aronson (Vice Chair) $0 $0 $0
Kati Eriksson Cfa (Board Member) $0 $0 $0
Bill Fung Phd (Board Member) $0 $0 $0
Zouheir Tamim El Jarkass Cfa (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Board Member) $0 $0 $0
Kingpai Koosakulnirund Cfa (Board Member) $0 $0 $0
Vikram Kuriyan Phd Cfa (Board Member) $0 $0 $0
Aaron Low Cfa (Board Member) $0 $0 $0
Lotta Moberg Phd Cfa (Board Member) $0 $0 $0
Punita Kumar Sinha Cfa (Board Member) $0 $0 $0
Dave Uduanu Cfa (Board Member) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $187,242 $32,942
Jessica Lawson (Secretary) $0 $67,348 $21,554
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990
Filed on July 12, 2022

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,144,692
Expenses
$976,692
Net Income
$168,000
Net Assets
$17,154,103
Notable Sources of Revenue Percent of Total Revenue
Contributions $713,861
62.4%
Program Services $5,578
0.5%
Investment Income $338,355
29.6%
Bond Proceeds $0
Royalties $194
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $86,704
7.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,228,240
Total Liabilities $74,137
Net Assets $17,154,103
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Marg Franklin Cfa (Board Member) $0 $510,115 $12,026
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $301,267 $54,132
Kimball E Maynard (Treasurer) $0 $208,743 $33,385
Jessica Lawson (Secretary) $0 $69,221 $24,180
Heather Brilliant Cfa (Board Member) $0 $0 $0
Daniel Gamba Cfa (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Board Member) $0 $0 $0
Vikram Kuriyan Phd Cfa (Board Member) $0 $0 $0
Ted Aronson Cfa (Chair) $0 $0 $0
Joanne Hill Phd (Vice Chair) $0 $0 $0
Bill Fung Phd (Board Member) $0 $0 $0
Mauro Miranda Cfa (Board Member) $0 $0 $0
Sophie Palmer Cfa (Board Member) $0 $0 $0
Lotta Moberg Cfa (Board Member) $0 $0 $0
Dave Uduanu Cfa (Board Member) $0 $0 $0
Aaron Low Cfa (Board Member) $0 $0 $0
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990
Filed on July 12, 2021

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

View Filing
XML

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$908,777
Expenses
$799,059
Net Income
$109,718
Net Assets
$15,445,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $505,604
55.6%
Program Services $3,291
0.4%
Investment Income $369,259
40.6%
Bond Proceeds $0
Royalties $101
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,522
3.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,596,962
Total Liabilities $151,483
Net Assets $15,445,479
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $294,407 $52,955
Paul Smith Cfa (Board Member) $0 $1,342,620 $204,306
Diane Garnick Cpa (Board Member) $0 $0 $0
George R Hoguet Cfa Frm (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Interim Vice Chair) $0 $0 $0
Vikram Kuriyan Phd Cfa (Board Member) $0 $0 $0
Ted Aronson Cfa (Chair) $0 $0 $0
Joanne Hill Phd (Board Member) $0 $0 $0
Bill Fung Phd (Board Member) $0 $0 $0
Mauro Miranda Cfa (Board Member) $0 $0 $0
Sophie Palmer Cfa (Board Member) $0 $0 $0
Robert Jenkins Fsip (Board Member) $0 $5,023 $0
Diane Nordin Cfa (Board Member) $0 $0 $0
Aaron Low Cfa (Board Member) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $200,896 $32,513
Jessica Lawson (Secretary) $0 $67,122 $21,863
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990
Filed on July 9, 2020

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

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PDF XML

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,130,713
Expenses
$686,811
Net Income
$443,902
Net Assets
$15,437,059
Notable Sources of Revenue Percent of Total Revenue
Contributions $517,245
45.7%
Program Services $5,806
0.5%
Investment Income $356,858
31.6%
Bond Proceeds $0
Royalties $313
0.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $250,491
22.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,492,750
Total Liabilities $55,691
Net Assets $15,437,059
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $305,426 $52,096
Paul Smith Cfa (Board Member) $0 $1,032,696 $156,785
Diane Garnick Cpa (Board Member) $0 $0 $0
George R Hoguet Cfa Frm (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Chair) $0 $0 $0
Jason Hsu Phd (Board Member) $0 $0 $0
Vikram Kuriyan Phd Cfa (Board Member) $0 $0 $0
Ted Aronson Cfa (Vice Chair) $0 $0 $0
Joanne Hill (Board Member) $0 $0 $0
Fred Lebel Cfa (Board Member) $0 $5,854 $0
Heather Brilliant Cfa (Board Member) $0 $0 $0
Bill Fung Phd (Board Member) $0 $0 $0
Mauro Miranda Cfa (Board Member) $0 $0 $0
Sophie Palmer Cfa (Board Member) $0 $0 $0
Jeffery Bailey Cfa (Board Member (Emeritus)) $0 $0 $0
Jt Grier Cfa (Board Member (Emeritus)) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $219,979 $34,618
Jessica Critzer (Secretary) $0 $70,377 $22,224
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990
Filed on July 12, 2019

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$901,990
Expenses
$672,678
Net Income
$229,312
Net Assets
$14,444,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $538,410
59.7%
Program Services $17,296
1.9%
Investment Income $331,198
36.7%
Bond Proceeds $0
Royalties $578
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,508
1.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,495,628
Total Liabilities $50,725
Net Assets $14,444,903
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Jeffery V Bailey Cfa (Board Member) $0 $0 $0
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $306,405 $53,524
Paul Smith Cfa (Board Member) $0 $1,334,451 $183,480
Renee Kathleen Doyle Blasky (Board Member) $0 $18,400 $0
Diane Garnick Cpa (Board Member) $0 $0 $0
John T Grier Cfa (Vice Chair) $0 $0 $0
Brian Singer Cfa (Board Member (Exit 1/2017)) $0 $0 $0
George R Hoguet Cfa Frm (Board Member) $0 $0 $0
Wayne H Wagner (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Chair) $0 $0 $0
Jason Hsu Phd (Board Member) $0 $0 $0
Vikram Kuriyan Phd Cfa (Board Member) $0 $0 $0
Beth Hamilton Keen Cfa (Board Member) $0 $0 $0
Colin Mclean (Board Member) $0 $0 $0
Ted Aronson (Board Member) $0 $0 $0
Joanne Hill (Board Member) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $203,977 $33,052
Jessica Critzer (Secretary) $0 $42,320 $12,350
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990
Filed on April 13, 2018

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

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PDF XML

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$726,423
Expenses
$600,065
Net Income
$126,358
Net Assets
$13,067,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $415,635
57.2%
Program Services $11,475
1.6%
Investment Income $272,026
37.4%
Bond Proceeds $0
Royalties $501
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,786
3.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,077,413
Total Liabilities $10,340
Net Assets $13,067,073
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Jeffery V Bailey Cfa (Immediate Past Chair) $0 $0 $0
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $300,073 $49,309
Paul Smith Cfa (Board Member) $0 $1,049,047 $155,093
Renee Kathleen Doyle Blasky (Board Member) $0 $57,400 $0
Diane Garnick Cpa (Board Member) $0 $0 $0
John T Grier Cfa (Chair) $0 $0 $0
Brian Singer Cfa (Board Member) $0 $0 $0
George R Hoguet Cfa Frm (Board Member) $0 $0 $0
Wayne H Wagner (Board Member) $0 $0 $0
Arnold S Wood Emeritus (Board Member) $0 $0 $0
Joachim Klement Cfa Cfp (Vice Chair) $0 $0 $0
Aaron Low Cfa (Board Member) $0 $0 $0
Frederic Lebel Cfa (Board Member) $0 $0 $0
Jason Hsu Phd (Board Member) $0 $0 $0
Vikram Kuriyan Phd Cfa (Board Member) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $188,999 $31,619
R Christine Sapsara (Secretary Exit 4/2016) $0 $66,210 $19,977
Jessica Lawson (Secretary Entered 4/2016) $0 $0 $0
Dwight Churchill Cfa (President & Ceo Exited 1/2015) $0 $131,818 $1,592
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990
Filed on April 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$722,531
Expenses
$547,774
Net Income
$174,757
Net Assets
$12,379,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $394,189
54.6%
Program Services $10,735
1.5%
Investment Income $288,042
39.9%
Bond Proceeds $0
Royalties $515
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,050
4.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,388,016
Total Liabilities $8,140
Net Assets $12,379,876
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Jeffery V Bailey Cfa (Immediate Past Chair) $0 $0 $0
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $284,767 $44,441
Manu Bhaskaran Cfa (Board Member Exited 07/2015) $0 $0 $0
Pranay Gupta Cfa (Board Member Exited 04/2015) $0 $0 $0
Paul Smith Cfa (Board Member) $0 $574,037 $55,477
Renee Kathleen Doyle Blasky (Board Member) $0 $24,400 $0
Dwight Churchill Cfa (Board Member Exited 1/2015) $0 $350,000 $0
William Fung Emeritus (Board Member) $0 $0 $0
Diane Garnick Cpa (Board Member) $0 $0 $0
John T Grier Cfa (Chair) $0 $0 $0
Brian Singer Cfa (Board Member) $0 $0 $0
George R Hoguet Cfafrm (Board Member) $0 $0 $0
Wayne H Wagner (Board Member) $0 $0 $0
Arnold S Wood Emeritus (Board Member) $0 $0 $0
Charles J Yang Cfa (Board Member) $0 $0 $0
Beth Hamilton Keen Cfa (Board Member) $0 $0 $0
Joachim Klement Cfa (Vice Chair) $0 $0 $0
Kimball E Maynard (Treasurer) $0 $185,608 $30,334
R Christine Sapsara (Secretary) $0 $63,853 $19,272
John D Rogers Cfa (Board Member Exited 5/2014) $0 $560,346 $21,943
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990
Filed on April 15, 2016

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

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PDF XML

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$853,169
Expenses
$577,591
Net Income
$275,578
Net Assets
$13,006,664
Notable Sources of Revenue Percent of Total Revenue
Contributions $379,614
44.5%
Program Services $20,807
2.4%
Investment Income $309,106
36.2%
Bond Proceeds $0
Royalties $506
0.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $143,136
16.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,012,697
Total Liabilities $6,033
Net Assets $13,006,664
Other
Provided first-class or charter travel
Compensation
Key Employees and Officers Compensation Related Other
Jeffery V Bailey Cfa (Chair) $0 $0 $0
Aaron Low Cfa (Board Member) $0 $0 $0
Walter V Haslett Jr Cfa (Executive Director/Board Mbr) $0 $290,558 $42,717
Manu Bhaskaran Cfa (Board Member) $0 $0 $0
Pranay Gupta Cfa (Board Member) $0 $0 $0
Alan Meder Cfa (Board Member) $0 $2,067 $0
Renee Kathleen Doyle Blasky (Board Member) $0 $26,475 $0
Dwight Churchill Cfa (Board Member Entered 6/2014) $0 $0 $0
William Fung (Board Member) $0 $0 $0
Diane Garnick Cpa (Board Member) $0 $0 $0
John T Grier Cfa (Vice Chair) $0 $0 $0
Brian Singer Cfa (Board Member) $0 $0 $0
George R Hoguet Cfafrm (Board Member) $0 $0 $0
Wayne H Wagner (Board Member) $0 $0 $0
Arnold S Wood Emeritus (Board Member) $0 $0 $0
John D Rogers Cfa (Board Member Exited 5/31/2014) $0 $1,380,137 $89,459
Kimball E Maynard (Treasurer) $0 $183,159 $30,416
R Christine Sapsara (Secretary) $0 $67,757 $20,521
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990
Filed on July 14, 2015

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

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PDF XML

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$680,538
Expenses
$573,191
Net Income
$107,347
Net Assets
$11,367,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $219,001
32.2%
Program Services $11,080
1.6%
Investment Income $366,563
53.9%
Bond Proceeds $0
Royalties $2,903
0.4%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $80,991
11.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,407,974
Total Liabilities $40,945
Net Assets $11,367,029

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990

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

PDF

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,082,990
Expenses
$526,764
Net Income
$556,226
Net Assets
$10,688,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $151,879
14.0%
Program Services $14,775
1.4%
Investment Income $288,931
26.7%
Bond Proceeds $0
Royalties $5,007
0.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $622,398
57.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,698,081
Total Liabilities $9,594
Net Assets $10,688,487

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990

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

PDF

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$524,377
Expenses
$649,726
Net Income
-$125,349
Net Assets
$10,414,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,777
5.3%
Program Services $136,143
26.0%
Investment Income $274,145
52.3%
Bond Proceeds $0
Royalties $3,729
0.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $82,583
15.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,451,363
Total Liabilities $36,585
Net Assets $10,414,778

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990

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

PDF

Fiscal Year Ending Aug.
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

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
2004

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
2001

No Extracted Financial Data

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

Document Links

990

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

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford, 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