Skip to content
ProPublica Donate
ProPublica Donate

Heritage South Community Cu

  • Shelbyville, TN
  • Tax-exempt since June 1952
  • EIN: 62-6040478

Organization summary

Type of Nonprofit

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

Donations to this organization are not 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
$20M (2023)

Expenses
$17.6M (2023)

Total Assets
$308M (2023)

Total Liabilities
$260M (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
$19,988,135
Expenses
$17,626,194
Net Income
$2,361,941
Net Assets
$47,536,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,384,312
72.0%
Investment Income $1,423,538
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,399,633
Net Inventory Sales $0
Other Revenue $6,579,918
32.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,388,699
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $4,168,490
23.6%
Assets/Debt
Total Assets $307,924,520
Total Liabilities $260,387,825
Net Assets $47,536,695
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Laura Parham (Ceo) $354,777 $0 $0
David King (Svp Information Technology) $173,211 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $162,029 $0 $0
Jody Stovall (Cfo) $160,592 $0 $0
Betty Baker (Svp Lending) $122,353 $0 $0
Tony Hicks (Director Of Business Lending) $107,601 $0 $0
Geraldine Gassaway (Branch Manager) $103,115 $0 $0
Jesse Wrenn (It Security Administrator) $102,874 $0 $0
Brett Young (Financial Analyst) $102,147 $0 $0
Ken Malone (Board President) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Brian Parker (Board Secretary) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Clay Ledford (Board Member) $0 $0 $0
Andrea Anderson (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 7, 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
$17,607,679
Expenses
$14,056,011
Net Income
$3,551,668
Net Assets
$41,455,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,935,338
67.8%
Investment Income $775,574
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,446,530
Net Inventory Sales $0
Other Revenue $6,343,297
36.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,022,159
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $4,019,921
28.6%
Assets/Debt
Total Assets $310,634,277
Total Liabilities $269,178,999
Net Assets $41,455,278
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Laura Parham (Ceo) $329,832 $0 $0
David King (Svp Information Technology) $165,057 $0 $0
Jody Stovall (Cfo) $154,637 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $152,028 $0 $0
Betty Baker (Vp Lending) $118,584 $0 $0
Tony Hicks (Director Of Business Lending) $102,021 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Board Member) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Brian Parker (Board Secretary) $0 $0 $0
Clay Ledford (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on April 25, 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
$17,719,881
Expenses
$13,889,101
Net Income
$3,830,780
Net Assets
$41,277,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,453,205
64.6%
Investment Income $404,931
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,743
Net Inventory Sales $0
Other Revenue $5,870,488
33.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $977,691
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,560,554
25.6%
Assets/Debt
Total Assets $308,780,084
Total Liabilities $267,502,250
Net Assets $41,277,834
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Laura Parham (Ceo) $310,355 $0 $0
David King (Svp Information Technology) $148,862 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $146,534 $0 $0
Jody Stovall (Cfo) $143,140 $0 $0
Betty Baker (Vp Lending) $107,335 $0 $0
Darlene Robinson (Vp Rutherford Area) $100,303 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Board Member) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Brian Parker (Board Secretary) $0 $0 $0
Clay Ledford (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 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
$17,539,374
Expenses
$14,519,210
Net Income
$3,020,164
Net Assets
$38,398,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,999,639
68.4%
Investment Income $267,875
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,271,860
30.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $832,529
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,559,710
24.5%
Assets/Debt
Total Assets $277,451,948
Total Liabilities $239,053,741
Net Assets $38,398,207
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Laura Parham (Ceo) $290,892 $0 $0
David King (Svp Information Technology) $154,267 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $140,967 $0 $0
Jody Stovall (Cfo) $137,249 $0 $0
Betty Baker (Vp Lending) $109,155 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell Died 11 16 2020 (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Brian Parker (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 4, 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
$18,115,825
Expenses
$15,076,027
Net Income
$3,039,798
Net Assets
$35,382,934
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,030,977
66.4%
Investment Income $565,370
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,883
Net Inventory Sales $0
Other Revenue $5,532,361
30.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,032,222
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,267,068
21.7%
Assets/Debt
Total Assets $234,540,950
Total Liabilities $199,158,016
Net Assets $35,382,934
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo Retired 3 31 19) $264,277 $0 $0
Laura Parham (Ceo) $256,416 $0 $0
David King (Svp Information Technology) $147,124 $0 $0
Jody Stovall (Cfo) $133,074 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $128,620 $0 $0
Betty Baker (Vp Lending) $102,711 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Brian Parker (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 20, 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
$16,843,304
Expenses
$14,026,740
Net Income
$2,816,564
Net Assets
$32,263,141
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,611,282
68.9%
Investment Income $317,428
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,457
Net Inventory Sales $0
Other Revenue $4,922,051
29.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,289,089
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,033,553
21.6%
Assets/Debt
Total Assets $214,670,597
Total Liabilities $182,407,456
Net Assets $32,263,141
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo Retired 3 31 19) $625,401 $0 $0
Laura Parham (Ceo) $180,292 $0 $0
David King (Svp Information Technology) $139,053 $0 $0
Jody Stovall (Cfo) $127,376 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $116,799 $0 $0
Betty Baker (Vp Lending) $100,168 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Brian Parker (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 8, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,644,602
Expenses
$11,508,903
Net Income
$3,135,699
Net Assets
$29,418,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,156,195
69.4%
Investment Income $284,259
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,103
Net Inventory Sales $0
Other Revenue $4,207,251
28.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,126,690
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,745,863
23.9%
Assets/Debt
Total Assets $189,478,719
Total Liabilities $160,060,458
Net Assets $29,418,261
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo) $601,026 $0 $0
Laura Parham (Executive Vice President) $170,529 $0 $0
David King (Svp Information Technology) $129,311 $0 $0
Jody Stovall (Cfo) $118,076 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $107,748 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Brian Parker (Board Member) $0 $0 $0
+ View more people

Document Links

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
$12,884,659
Expenses
$10,413,194
Net Income
$2,471,465
Net Assets
$26,304,014
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,971,320
69.6%
Investment Income $272,417
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,785
0.0%
Net Inventory Sales $0
Other Revenue $3,639,137
28.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,113,764
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,371,989
22.8%
Assets/Debt
Total Assets $181,046,596
Total Liabilities $154,742,582
Net Assets $26,304,014
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo) $608,845 $0 $0
Laura Parham (Executive Vice President) $166,986 $0 $0
David King (Svp Information Technology) $120,187 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $109,470 $0 $0
Jody Stovall (Cfo) $108,276 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Deanna Phelps (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 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
$11,600,756
Expenses
$9,313,100
Net Income
$2,287,656
Net Assets
$23,547,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,085,047
69.7%
Investment Income $367,257
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,172
0.1%
Net Inventory Sales $0
Other Revenue $3,138,280
27.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $880,000
9.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,359,088
25.3%
Assets/Debt
Total Assets $168,384,861
Total Liabilities $144,837,130
Net Assets $23,547,731
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo) $526,527 $0 $0
Laura Parham (Executive Vice President) $148,331 $0 $0
David King (Svp Information Technology) $103,517 $0 $0
Beverly Saylor (Svp Compliance & Internal Auditor) $101,625 $0 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Deanna Phelps (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 10, 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
$11,144,287
Expenses
$8,706,510
Net Income
$2,437,777
Net Assets
$21,259,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,688,551
69.0%
Investment Income $435,245
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,149
0.3%
Net Inventory Sales $0
Other Revenue $2,987,342
26.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $642,545
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $2,089,837
24.0%
Assets/Debt
Total Assets $160,897,469
Total Liabilities $139,637,948
Net Assets $21,259,521
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo) $505,621 $50,479 $0
Laura Parham (Executive Vice President) $136,924 $16,320 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
Deanna Phelps (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 13, 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
$11,212,136
Expenses
$9,424,084
Net Income
$1,788,052
Net Assets
$17,516,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,782,663
69.4%
Investment Income $415,308
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,036
0.3%
Net Inventory Sales $0
Other Revenue $2,978,129
26.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $492,971
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,151,070
22.8%
Assets/Debt
Total Assets $155,997,004
Total Liabilities $138,480,155
Net Assets $17,516,849
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Marvin Mc Bee (Ceo) $492,971 $50,283 $0
Ken Malone (Board President) $0 $0 $0
Ralph Perryman (Secretary) $0 $0 $0
Talley Floyd (Board Vice President) $0 $0 $0
Jerry Gordon (Board Treasurer) $0 $0 $0
Larry Harwell (Board Member) $0 $0 $0
Wyatt Burk (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 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
$11,691,759
Expenses
$10,235,980
Net Income
$1,455,779
Net Assets
$17,392,022
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,049,161
68.8%
Investment Income $427,375
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $33,281
0.3%
Net Inventory Sales $0
Other Revenue $3,181,942
27.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $482,810
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $2,086,144
20.4%
Assets/Debt
Total Assets $153,473,506
Total Liabilities $136,081,484
Net Assets $17,392,022

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
$11,910,775
Expenses
$10,958,526
Net Income
$952,249
Net Assets
$15,958,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,228,562
69.1%
Investment Income $566,282
4.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,549
Net Inventory Sales $0
Other Revenue $3,125,480
26.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $469,784
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $2,043,643
18.6%
Assets/Debt
Total Assets $148,297,993
Total Liabilities $132,339,344
Net Assets $15,958,649

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