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First South Financial Credit Union

  • Bartlett, TN
  • Tax-exempt since June 1952
  • EIN: 62-0579508

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$40.1M (2022)

Expenses
$29M (2022)

Total Assets
$796M (2022)

Total Liabilities
$581M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$40,066,306
Expenses
$29,046,406
Net Income
$11,019,900
Net Assets
$214,712,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,496,515
33.7%
Investment Income $3,880,487
9.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,689,304
56.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,295,536
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $8,515,577
29.3%
Assets/Debt
Total Assets $795,631,441
Total Liabilities $580,918,857
Net Assets $214,712,584
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $1,160,653 $0 $15,250
Tammy Craig (Chief Information Officer) $214,843 $0 $11,272
Summers Townsend (Chief Operating Officer) $214,843 $0 $10,779
W Paul Pennebaker (Chief Financial Officer) $214,843 $0 $10,530
Jodi Hill (Contoller) $142,118 $0 $0
Ian Johnson (Svp Tech And Innovation) $124,132 $0 $0
Delynn Byars (Senior Vice President) $112,174 $0 $0
Tanner Stambaugh (Svp) $111,930 $0 $0
John Bills (Board Member) $0 $0 $0
Gary Blume (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
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990
Filed on Nov. 14, 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
$36,735,546
Expenses
$26,012,713
Net Income
$10,722,833
Net Assets
$203,692,684
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,508,210
36.8%
Investment Income $1,168,848
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,058,488
60.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,707,048
14.3%
Professional Fundraising Fees $0
Other Salaries and Wages $6,399,800
24.6%
Assets/Debt
Total Assets $775,898,594
Total Liabilities $572,205,910
Net Assets $203,692,684
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $2,342,119 $0 $14,500
Diane Williamson (Executive Vice President) $246,530 $0 $14,379
Tammy Craig (Chief Information Officer) $187,231 $0 $9,364
Summers Townsend (Chief Operating Officer) $182,085 $0 $10,223
W Paul Pennebaker (Chief Financial Officer) $174,144 $0 $9,984
John Eanes (Loan Originator) $144,005 $0 $8,150
Delynn Byars (Senior Vice President) $115,637 $0 $6,427
Jodi Hill (Contoller) $106,301 $0 $6,156
Tiffany Adams (Loan Originator) $104,767 $0 $0
Penny Hensley (Senior Vice President) $104,229 $0 $5,460
John Bills (Board Member) $0 $0 $0
Gary Blume (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
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990
Filed on Nov. 14, 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
$38,081,368
Expenses
$27,900,993
Net Income
$10,180,375
Net Assets
$192,969,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,672,124
35.9%
Investment Income $3,810,583
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $20,598,661
54.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,758,404
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $6,523,979
23.4%
Assets/Debt
Total Assets $719,597,165
Total Liabilities $526,627,314
Net Assets $192,969,851
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $2,232,118 $0 $14,250
Diane Williamson (Executive Vice President) $275,000 $0 $13,221
Tammy Craig (Chief Information Officer) $198,877 $0 $9,562
Summers Townsend (Chief Operating Officer) $198,877 $0 $9,562
W Paul Pennebaker (Chief Financial Officer) $198,877 $0 $9,562
Tiffany Adams (Loan Originator) $146,301 $0 $0
John Eanes (Loan Originator) $143,864 $0 $6,690
Delynn Byars (Senior Vice President) $133,506 $0 $6,472
Jodi Hill (Contoller) $122,286 $0 $4,438
Penny Hensley (Senior Vice President) $108,698 $0 $5,255
John Bills (Board Member) $0 $0 $0
Gary Blume (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
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990
Filed on Nov. 10, 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
$41,554,746
Expenses
$27,985,961
Net Income
$13,568,785
Net Assets
$182,789,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,571,278
32.7%
Investment Income $5,864,776
14.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $22,118,692
53.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,285,297
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $6,738,746
24.1%
Assets/Debt
Total Assets $620,982,432
Total Liabilities $438,192,956
Net Assets $182,789,476
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $2,086,582 $0 $14,000
Diane Williamson (Executive Vice President) $250,000 $0 $12,322
Summers Townsend (Chief Operating Officer) $191,228 $0 $9,543
Tammy Craig (Chief Information Officer) $191,228 $0 $9,475
W Paul Pennebaker (Chief Financial Officer) $191,228 $0 $9,315
Delynn Byars (Senior Vice President) $138,026 $0 $6,880
Jodi Hill (Contoller) $125,474 $0 $0
Penny Hensley (Senior Vice President) $111,531 $0 $5,565
Gary Blume (Board Member) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
John Bills (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
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990
Filed on Nov. 13, 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
$37,759,027
Expenses
$25,628,143
Net Income
$12,130,884
Net Assets
$169,220,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,670,457
33.6%
Investment Income $3,777,210
10.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $500
0.0%
Net Inventory Sales $0
Other Revenue $21,310,860
56.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,804,297
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $5,946,579
23.2%
Assets/Debt
Total Assets $568,153,163
Total Liabilities $398,932,472
Net Assets $169,220,691
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $5,333,444 $0 $0
Diane Williamson (Executive Vice President) $227,000 $0 $11,235
Tammy Craig (Chief Information Officer) $190,945 $0 $8,840
W Paul Pennebaker (Chief Financial Officer) $183,873 $0 $8,937
Summers Townsend (Chief Operations Officer) $183,873 $0 $9,179
Delynn Byars (Senior Vice President) $121,725 $0 $6,066
Jodi Hill (Senior Vice President) $117,911 $0 $3,846
Joe Witherwax (Senior Vice President) $107,202 $0 $5,360
Penny Hensley (Senior Vice President) $104,808 $0 $3,867
Gary Blume (Board Member) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
John Bills (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
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990
Filed on Nov. 15, 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
$33,283,670
Expenses
$22,331,496
Net Income
$10,952,174
Net Assets
$157,089,807
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,734,592
35.3%
Investment Income $2,118,572
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19,430,506
58.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,484,384
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,758,314
25.8%
Assets/Debt
Total Assets $550,910,359
Total Liabilities $393,820,552
Net Assets $157,089,807
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $1,461,896 $0 $13,500
Diane Williamson (Executive Vice President) $212,000 $0 $10,535
Tammy Craig (Chief Operating Officer) $183,601 $0 $9,146
W Paul Pennebaker (Chief Financial Officer) $162,801 $0 $7,960
Summers Townsend (Senior Vice President) $133,010 $0 $6,525
Delynn Byars (Senior Vice President) $115,674 $0 $5,771
Jodi Hill (Senior Vice President) $114,037 $0 $5,701
Joe Witherwax (Senior Vice President) $101,365 $0 $5,068
Gary Blume (Board Member) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
John Bills (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
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990
Filed on Nov. 14, 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
$30,405,458
Expenses
$20,270,932
Net Income
$10,134,526
Net Assets
$146,137,633
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,049,994
33.1%
Investment Income $1,959,635
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,395,829
60.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,554,084
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,312,516
26.2%
Assets/Debt
Total Assets $526,911,708
Total Liabilities $380,774,075
Net Assets $146,137,633
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $1,379,532 $0 $13,250
Diane Williamson (Evp/Chief Operations Officer) $197,000 $0 $9,785
Tammy Craig (Chief Information Officer) $170,001 $0 $8,466
W Paul Pennebaker (Svp Audit And Examinations) $120,000 $0 $1,576
Delynn Byars (Svp Marketing) $111,344 $0 $5,474
Kristina Dominguez (Svp Mortgage Loans) $98,422 $0 $756
Eugene Douglass (Chairman) $0 $0 $0
Deb Ross (Vice Chairman) $0 $0 $0
Gary Blume (Treasurer) $0 $0 $0
Thomas Dean Jr (Secretary) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Dr John Bills (Board Member) $0 $0 $0
Rob Kamery (Board Member) $0 $0 $0
Christi Kelley (Associate Board Member) $0 $0 $0
Dr Robert Miller (Associate Board Member) $0 $0 $0
Frank Gattuso (Associate Board Member) $0 $0 $0
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990
Filed on Nov. 13, 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
$27,698,587
Expenses
$19,346,004
Net Income
$8,352,583
Net Assets
$136,003,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,747,733
31.6%
Investment Income $1,916,117
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,034,737
61.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,389,703
12.4%
Professional Fundraising Fees $0
Other Salaries and Wages $4,834,188
25.0%
Assets/Debt
Total Assets $503,048,415
Total Liabilities $367,045,308
Net Assets $136,003,107
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $1,302,046 $0 $84,892
Diane Williamson (Evp/Chief Operations Officer) $190,577 $0 $0
George Lumm (Chief Financial Officer) $171,347 $0 $5,577
Tammy Craig (Chief Information Officer) $165,770 $0 $0
Delynn Byars (Svp Marketing) $106,034 $0 $1,230
Rob Kamery (Chairman) $0 $0 $0
Eugene Douglass (Vice Chairman) $0 $0 $0
Deb Ross (Treasurer) $0 $0 $0
Gary Blume (Secretary) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
Gaylon Hall (Board Member) $0 $0 $0
Dr John Bills (Board Member) $0 $0 $0
Christi Kelly (Associate Board Member) $0 $0 $0
Dr Robert Miller (Associate Board Member) $0 $0 $0
Frank Gattuso (Assoicate Board Member) $0 $0 $0
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990
Filed on May 25, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,637,714
Expenses
$18,737,083
Net Income
$8,900,631
Net Assets
$127,650,524
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,595,873
31.1%
Investment Income $1,963,393
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,078,448
61.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,469,777
7.8%
Professional Fundraising Fees $0
Other Salaries and Wages $5,514,246
29.4%
Assets/Debt
Total Assets $481,985,772
Total Liabilities $354,335,248
Net Assets $127,650,524
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $1,196,675 $0 $13,000
Diane Williamson (Evp/Chief Operations Officer) $170,538 $0 $8,527
George Lumm (Chief Financial Officer) $155,854 $0 $7,793
Tammy Craig (Chief Information Officer) $149,616 $0 $7,481
Gaylon Hall (Chairman) $0 $0 $0
Rob Kamery (Vice Chairman) $0 $0 $0
Gary Rick (Treasurer) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
Gary Blume (Board Member) $0 $0 $0
Thomas Dean Jr (Board Member) $0 $0 $0
Dr John Bills (Associate Board Member) $0 $0 $0
Christi Kelly (Associate Board Member) $0 $0 $0
Dr Robert Miller (Associate Board Member) $0 $0 $0
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990
Filed on Aug. 17, 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
$28,530,056
Expenses
$20,122,997
Net Income
$8,407,059
Net Assets
$118,749,893
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,278,708
32.5%
Investment Income $1,969,305
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,282,043
60.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,631,545
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $6,582,947
32.7%
Assets/Debt
Total Assets $460,493,135
Total Liabilities $341,743,242
Net Assets $118,749,893
Compensation
Key Employees and Officers Compensation Related Other
Dr W Craig Esrael (President/Ceo) $711,696 $0 $20,839
Diane Williamson (Evp/Chief Operations Officer) $159,000 $0 $7,950
Tammy Craig (Chief Information Officer) $146,920 $0 $7,346
George Lumm (Chief Financial Officer) $141,683 $0 $7,084
Delynn Byars (Svp Marketing) $88,772 $0 $4,439
Summers Townsend (Svp Branch Operations) $85,695 $0 $4,285
Jodi Hill (Svp Accounting & Finance) $85,695 $0 $4,285
Joe Witherwax (Svp Information Systems) $73,470 $0 $3,673
Melissa King (Svp Lending & Collections) $61,502 $0 $3,075
Christina Bonkofsky (Executive Assisstant) $52,835 $0 $2,642
Phil Nuckolls (Svp Loans And Collections) $24,277 $0 $1,214
Thomas Dean Jr (Chairman) $0 $0 $0
Gaylon Hall (Vice Chairman) $0 $0 $0
Rob Kamery (Treasurer) $0 $0 $0
Gary Rick (Secretary) $0 $0 $0
Eugene Douglass (Board Member) $0 $0 $0
Deb Ross (Board Member) $0 $0 $0
Gary Blume (Board Member) $0 $0 $0
Dr John Bills (Associate Board Member) $0 $0 $0
Dr Robert Miller (Associate Board Member) $0 $0 $0
Christi Kelly (Associate Board Member) $0 $0 $0
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990
Filed on Aug. 15, 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
$28,376,830
Expenses
$19,665,447
Net Income
$8,711,383
Net Assets
$110,342,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,762,974
30.9%
Investment Income $2,332,283
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $17,281,573
60.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,238,867
11.4%
Professional Fundraising Fees $0
Other Salaries and Wages $4,206,293
21.4%
Assets/Debt
Total Assets $445,369,746
Total Liabilities $335,026,912
Net Assets $110,342,834

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
$28,149,017
Expenses
$19,086,486
Net Income
$9,062,531
Net Assets
$101,631,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,147,087
32.5%
Investment Income $2,789,628
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,212,302
57.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,581,125
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $4,103,205
21.5%
Assets/Debt
Total Assets $409,858,067
Total Liabilities $308,226,615
Net Assets $101,631,452

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
PDF (2 of 2)

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