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Emeriti Consortium For Retirement Health Solutions

  • Miami, FL
  • Tax-exempt since May 2005
  • EIN: 57-1194227

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 / Management & Technical Assistance (NTEE)

Donations to this organization are tax deductible.

Details

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

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

Summary charts: organization finances over time

Revenue
$2.99M (2023)

Expenses
$2.8M (2023)

Total Assets
$2.72M (2023)

Total Liabilities
$280k (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
$2,993,467
Expenses
$2,799,544
Net Income
$193,923
Net Assets
$2,440,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,904,270
97.0%
Investment Income $89,197
3.0%
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 $743,604
26.6%
Professional Fundraising Fees $0
Other Salaries and Wages $83,816
3.0%
Assets/Debt
Total Assets $2,720,796
Total Liabilities $280,147
Net Assets $2,440,649
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy E Lane (President & Ceo) $359,600 $0 $27,134
Roger L Montgomery (Vp For Finance) $279,922 $0 $46,948
David Anderson (Chair) $6,250 $0 $0
Paul Fronstin (Treasurer) $6,250 $0 $0
Richard Ekman (Trustee) $6,250 $0 $0
Michael S Noetzel (Trustee) $6,250 $0 $0
Robert Burke (Trustee) $5,000 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
Cristle Collins Judd (Trustee) $0 $0 $0
Daniel T Konstalid (Trustee) $0 $0 $0
Tamara M Simon (Trustee) $0 $0 $0
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990
Filed on April 11, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,751,255
Expenses
$2,554,936
Net Income
$196,319
Net Assets
$2,246,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,724,226
99.0%
Investment Income $27,029
1.0%
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 $833,934
32.6%
Professional Fundraising Fees $0
Other Salaries and Wages $63,613
2.5%
Assets/Debt
Total Assets $2,489,116
Total Liabilities $243,027
Net Assets $2,246,089
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy E Lane (President & Ceo) $442,100 $0 $27,142
Roger L Montgomery (Vp For Finance) $262,500 $0 $37,035
Tamara M Simon (Trustee) $10,000 $0 $0
Paul Fronstin (Treasurer) $5,000 $0 $0
Richard Ekman (Trustee) $5,000 $0 $0
Michael S Noetzel (Trustee) $5,000 $0 $0
David Anderson (Chair) $0 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
Christina R Cutlip (Trustee) $0 $0 $0
Daniel T Konstalid (Trustee) $0 $0 $0
Mitch Wein (Ex Officio Trustee) $0 $0 $0
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990
Filed on March 31, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,617,256
Expenses
$2,528,346
Net Income
$88,910
Net Assets
$2,051,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,615,832
99.9%
Investment Income $1,424
0.1%
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 $606,622
24.0%
Professional Fundraising Fees $0
Other Salaries and Wages $81,541
3.2%
Assets/Debt
Total Assets $2,211,238
Total Liabilities $160,026
Net Assets $2,051,212
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Timothy E Lane (President & Ceo) $252,100 $0 $27,080
Roger L Montgomery (Vp For Finance) $240,100 $0 $35,406
Paul Fronstin (Treasurer) $5,000 $0 $0
Michael S Noetzel (Trustee) $5,000 $0 $0
Richard Ekman (Trustee) $2,500 $0 $0
David Anderson (Chair) $0 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
Christina R Cutlip (Trustee) $0 $0 $0
Daniel T Konstalid (Trustee) $0 $0 $0
Tamara M Simon (Trustee) $0 $0 $0
Mitch Wein (Ex Officio Trustee) $0 $0 $0
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990
Filed on March 25, 2022

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
$2,573,626
Expenses
$2,520,945
Net Income
$52,681
Net Assets
$1,963,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,564,401
99.6%
Investment Income $9,497
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$272
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $335,616
13.3%
Professional Fundraising Fees $0
Other Salaries and Wages $46,119
1.8%
Assets/Debt
Total Assets $2,195,586
Total Liabilities $232,547
Net Assets $1,963,039
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Roger L Montgomery (Vp For Finance) $233,799 $0 $34,083
Timothy E Lane (President & Ceo) $42,417 $0 $0
Tamara M Simon (Trustee) $10,000 $0 $0
Paul Fronstin (Treasurer) $5,000 $0 $0
Michael S Noetzel (Trustee) $5,000 $0 $0
David Anderson (Chair) $0 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
Christina R Cutlip (Trustee) $0 $0 $0
Richard Ekman (Trustee) $0 $0 $0
Ali Iqbal (Trustee) $0 $0 $0
Daniel T Konstalid (Trustee) $0 $0 $0
Mitch Wein (Ex Officio Trustee) $0 $0 $0
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990
Filed on April 15, 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
$2,503,372
Expenses
$2,634,532
Net Income
-$131,160
Net Assets
$1,911,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,469,278
98.6%
Investment Income $37,302
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,208
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $281,246
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $329,115
12.5%
Assets/Debt
Total Assets $2,131,765
Total Liabilities $220,463
Net Assets $1,911,302
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Debra Ondo (Vp Of Commun) $269,084 $0 $20,628
Roger L Montgomery (Vp For Finan) $224,299 $0 $30,283
Michael S Noetzel (Trustee) $5,000 $0 $0
Paul Fronstin (Treasurer) $3,750 $0 $0
Richard Ekman (Trustee) $3,750 $0 $0
David Anderson (Chair) $0 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
Christina R Cutlip (Trustee) $0 $0 $0
Ali Iqbal (Trustee) $0 $0 $0
Daniel T Konstalid (Trustee) $0 $0 $0
Tamara M Simon (Trustee) $0 $0 $0
Anup Vidwans (Trustee) $0 $0 $0
Timothy E Lane (President &) $0 $0 $0
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990
Filed on July 14, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,305,311
Expenses
$2,875,662
Net Income
-$570,351
Net Assets
$2,041,345
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,291,142
99.4%
Investment Income $37,181
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$23,012
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $274,939
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $364,190
12.7%
Assets/Debt
Total Assets $2,313,637
Total Liabilities $272,292
Net Assets $2,041,345
Compensation
Key Employees and Officers Compensation Related Other
Roger L Montgomery (Vp For Finan) $213,299 $0 $28,788
Debra Ondo (Vp Of Commun) $159,201 $0 $24,788
Christine E Fendley (Vp Client Re) $123,432 $0 $21,538
Tamara M Simon (Trustee) $10,000 $0 $0
Paul Fronstin (Treasurer) $5,000 $0 $0
Richard Ekman (Trustee) $3,750 $0 $0
Michael S Noetzel (Trustee) $3,750 $0 $0
David Anderson (Chair) $0 $0 $0
Mary Patterson Mcpherson (Vice Chair) $0 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
Christina R Cutlip (Trustee) $0 $0 $0
Anup Vidwans (Trustee) $0 $0 $0
Thomas E White Iii (Trustee) $0 $0 $0
Daniel T Konstalid (Ex Officio T) $0 $0 $0
Timothy E Lane (President &) $0 $0 $0
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990
Filed on July 22, 2019

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

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PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,223,726
Expenses
$2,931,946
Net Income
-$708,220
Net Assets
$2,665,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,200,144
98.9%
Investment Income $23,582
1.1%
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 $262,357
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $441,541
15.1%
Assets/Debt
Total Assets $3,012,902
Total Liabilities $347,049
Net Assets $2,665,853
Compensation
Key Employees and Officers Compensation Related Other
Roger L Montgomery (Vp For Finan) $207,620 $0 $26,999
Debra Ondo (Vp Of Commun) $153,100 $0 $22,799
Christine E Fendley (Vp Client Re) $117,697 $0 $19,499
Paul Fronstin (Trustee) $5,000 $0 $0
Paul J Mason (Trustee) $5,000 $0 $0
Michael S Noetzel (Trustee) $2,500 $0 $0
Tamara M Simon (Trustee) $2,500 $0 $0
David Anderson (Chair) $0 $0 $0
Mary Patterson Mcpherson (Vice Chair) $0 $0 $0
Carrie Abildgaard (Secretary) $0 $0 $0
John H Biggs (Trustee) $0 $0 $0
Christina R Cutlip (Trustee) $0 $0 $0
Anup Vidwans (Trustee) $0 $0 $0
Thomas E White Iii (Trustee) $0 $0 $0
Daniel T Konstalid (Ex Officio T) $0 $0 $0
Timothy E Lane (President &) $0 $0 $0
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990
Filed on Nov. 12, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,485,241
Expenses
$1,527,756
Net Income
$957,485
Net Assets
$3,372,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
40.2%
Program Services $1,482,224
59.6%
Investment Income $8,485
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,468
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $238,892
15.6%
Professional Fundraising Fees $0
Other Salaries and Wages $414,567
27.1%
Assets/Debt
Total Assets $3,521,704
Total Liabilities $149,344
Net Assets $3,372,360
Compensation
Key Employees and Officers Compensation Related Other
Roger L Montgomery (Vp For Finan) $192,620 $0 $25,905
Debra Ondo (Vp Of Commun) $142,013 $0 $21,705
Christine E Fendley (Vp Client Re) $103,448 $0 $17,980
Carrie Abildgaard (Secretary) $2,500 $0 $0
John H Biggs (Trustee) $2,500 $0 $0
Paul Fronstin (Trustee) $2,500 $0 $0
Paul J Mason (Trustee) $2,500 $0 $0
Timothy E Lane (President &) $0 $0 $0
David Anderson (Chair) $0 $0 $0
Mary Patterson Mcpherson (Vice Chair) $0 $0 $0
Timothy A Hultquist (Trustee) $0 $0 $0
Michael S Noetzel (Trustee) $0 $0 $0
Stephen Parente (Trustee) $0 $0 $0
Tamara M Simon (Trustee) $0 $0 $0
Anup Vidwans (Trustee) $0 $0 $0
Daniel T Konstalid (Ex Officio T) $0 $0 $0
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990
Filed on May 12, 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
$2,303,224
Expenses
$1,507,379
Net Income
$795,845
Net Assets
$2,411,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $500,000
21.7%
Program Services $1,817,469
78.9%
Investment Income $2,498
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,743
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $202,433
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $367,712
24.4%
Assets/Debt
Total Assets $2,509,705
Total Liabilities $97,833
Net Assets $2,411,872
Compensation
Key Employees and Officers Compensation Related Other
Roger L Montgomery (Vp For Finan) $172,796 $0 $23,069
Debra Ondo (Vp Of Commun) $127,000 $0 $18,988
Alan J Norton (President (J) $0 $0 $0
Timothy E Lane (President (M) $0 $0 $0
Timothy A Hultquist (Chair) $0 $0 $0
Mary Patterson Mcpherson (Vice Chair) $0 $0 $0
David Anderson (Secretary) $0 $0 $0
Carrie Abildgaard (Trustee) $0 $0 $0
John H Biggs (Trustee) $0 $0 $0
Susan Dentzer (Trustee) $0 $0 $0
Paul Fronstin (Trustee) $0 $0 $0
Paul J Mason (Trustee) $0 $0 $0
Michael S Noetzel (Trustee) $0 $0 $0
Stephen Parente (Trustee) $0 $0 $0
Mark V Pauly (Trustee) $0 $0 $0
Otha T Spriggs (Trustee) $0 $0 $0
Seth Patton (Ex Officio T) $0 $0 $0
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990
Filed on March 29, 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
$1,770,196
Expenses
$1,843,978
Net Income
-$73,782
Net Assets
$1,618,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,765,565
99.7%
Investment Income $4,531
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $100
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $405,524
22.0%
Professional Fundraising Fees $0
Other Salaries and Wages $543,785
29.5%
Assets/Debt
Total Assets $1,765,142
Total Liabilities $146,976
Net Assets $1,618,166
Compensation
Key Employees and Officers Compensation Related Other
Barbara Perry (Vp Marketing) $234,500 $0 $26,304
David P Trainor (President (J) $177,929 $0 $24,449
Roger L Montgomery (Vp For Finan) $154,369 $0 $22,071
Debra Ondo (Vp Of Commun) $113,984 $0 $18,032
Alan J Norton (President (I) $0 $0 $0
Timothy A Hultquist (Chair) $0 $0 $0
Mary Patterson Mcpherson (Vice Chair) $0 $0 $0
David Anderson (Secretary) $0 $0 $0
Carrie Abildgaard (Trustee) $0 $0 $0
John H Biggs (Trustee) $0 $0 $0
Elizabeth Bradley (Trustee) $0 $0 $0
Susan Dentzer (Trustee) $0 $0 $0
Ronald G Ehrenberg (Trustee) $0 $0 $0
Hanna H Gray (Trustee) $0 $0 $0
Paul Fronstin (Trustee) $0 $0 $0
Paul J Mason (Trustee) $0 $0 $0
Stephen Parente (Trustee) $0 $0 $0
Mark V Pauly (Trustee) $0 $0 $0
T Dennis Sullivan (Trustee) $0 $0 $0
Seth Patton (Ex Officio T) $0 $0 $0
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990
Filed on March 27, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,687,970
Expenses
$1,810,962
Net Income
-$122,992
Net Assets
$1,693,267
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,682,567
99.7%
Investment Income $1,653
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,750
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $439,445
24.3%
Professional Fundraising Fees $0
Other Salaries and Wages $632,341
34.9%
Assets/Debt
Total Assets $1,808,160
Total Liabilities $114,893
Net Assets $1,693,267
Compensation
Key Employees and Officers Compensation Related Other
Barbara Perry (Vp Marketing) $184,500 $0 $25,849
Roger L Montgomery (Vp For Finan) $147,300 $0 $25,761
Kenneth E Cool (President) $140,965 $0 $43,453
Russell Galer (Legal Counse) $117,046 $0 $21,117
Debra Ondo (Vp Of Commun) $109,600 $0 $20,891
David P Trainor (President) $72,331 $0 $2,921
Timothy A Hultquist (Chair) $0 $0 $0
Mary Patterson Mcpherson (Vice Chair) $0 $0 $0
Mark V Pauly (Trustee) $0 $0 $0
Hanna H Gray (Trustee) $0 $0 $0
John H Biggs (Trustee) $0 $0 $0
Paul J Mason (Trustee) $0 $0 $0
Ronald G Ehrenberg (Trustee) $0 $0 $0
T Dennis Sullivan (Trustee) $0 $0 $0
David Anderson (Trustee) $0 $0 $0
Susan Dentzer (Trustee) $0 $0 $0
Elizabeth Bradley (Trustee) $0 $0 $0
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990
Filed on April 15, 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
$1,702,339
Expenses
$1,666,653
Net Income
$35,686
Net Assets
$1,812,860
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,701,925
100.0%
Investment Income $414
0.0%
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 $358,773
21.5%
Professional Fundraising Fees $0
Other Salaries and Wages $572,645
34.4%
Assets/Debt
Total Assets $1,975,818
Total Liabilities $162,958
Net Assets $1,812,860

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
$1,610,822
Expenses
$1,561,341
Net Income
$49,481
Net Assets
$1,775,771
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,610,158
100.0%
Investment Income $390
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$146
Net Inventory Sales $0
Other Revenue $420
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $324,464
20.8%
Professional Fundraising Fees $0
Other Salaries and Wages $533,183
34.1%
Assets/Debt
Total Assets $1,818,027
Total Liabilities $42,256
Net Assets $1,775,771

Document Links

990

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

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

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

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