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Mutual Savings

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
$14M (2023)

Expenses
$13.5M (2023)

Total Assets
$228M (2023)

Total Liabilities
$219M (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
$13,969,345
Expenses
$13,482,157
Net Income
$487,188
Net Assets
$8,724,964
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,969,345
100%
Investment Income $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 $1,155,081
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,940,932
29.2%
Assets/Debt
Total Assets $228,049,256
Total Liabilities $219,324,292
Net Assets $8,724,964
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall L Speed (Ceo/Director Treasurer) $309,303 $0 $22,082
Lynne Loftin (Coo) $203,218 $0 $22,082
Sonja Purvis (Chief Marketing Officer) $197,052 $0 $22,082
Mike Shaw (Chief Technology Officer) $184,167 $0 $22,082
Susan Landrum (Cfo) $165,253 $0 $7,760
Jimmie Rochester Ii (Vp Business Banking) $164,429 $0 $0
Michael Dyer (Vp Collections) $124,111 $0 $22,082
Jeffrey Graham (Vp Lending Services) $122,454 $0 $22,082
Kimberly Hunt (Vp Human Resources) $121,361 $0 $22,082
Douglas Key Deceased (Former Board Chairperson) $0 $0 $0
Allen Ritter (Board Member) $0 $0 $0
Ralph A Ferguson Jr (Board Member) $0 $0 $0
Derrell Crimm (Supervisory Committee Chairperson) $0 $0 $0
Karl Hendrickson (Supervisory Committee Memb) $0 $0 $0
Richard Mcbee (Board Member) $0 $0 $0
Richard Brooks (Board Vice Chairperson) $0 $0 $0
Keith Newton (Board Secretary) $0 $0 $0
Linda Allison (Supervisory Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,277,489
Expenses
$10,984,804
Net Income
$1,292,685
Net Assets
$8,095,401
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,277,489
100%
Investment Income $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 $1,052,154
9.6%
Professional Fundraising Fees $0
Other Salaries and Wages $3,657,322
33.3%
Assets/Debt
Total Assets $218,893,491
Total Liabilities $210,798,090
Net Assets $8,095,401
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall L Speed (Ceo/Director Treasurer) $285,016 $0 $16,930
Lynne Loftin (Coo) $193,931 $0 $16,920
Mike Shaw (Chief Technology Officer) $175,307 $0 $16,920
Sonja Purvis (Chief Marketing Officer) $165,609 $0 $16,920
Susan Landrum (Cfo) $157,759 $0 $6,842
Jimmie Rochester Ii (Vice President Business Ba) $156,261 $0 $0
Mike Dyer (Vp Collections) $118,457 $0 $16,920
Jeffrey Graham (Vp Of Lending) $116,607 $0 $16,920
Kimberly Hunt (Vice President Of Human Re) $115,173 $0 $16,920
Douglas Key (Board Vice Chairperson) $0 $0 $0
Allen Ritter (Board Member) $0 $0 $0
Ralph A Ferguson Jr (Director Board Chairperson) $0 $0 $0
Derrell Crimm (Supervisory Committee Chairperson) $0 $0 $0
Karl Hendrickson (Supervisory Committee Member) $0 $0 $0
Richard Mcbee (Board Member) $0 $0 $0
Richard Brooks (Director Board Secretary) $0 $0 $0
Keith Newton (Board Member) $0 $0 $0
Linda Allison (Supervisory Committee Me) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,770,188
Expenses
$10,121,178
Net Income
$649,010
Net Assets
$15,626,471
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,770,188
100%
Investment Income $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 $1,001,387
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,470,851
34.3%
Assets/Debt
Total Assets $217,478,712
Total Liabilities $201,852,241
Net Assets $15,626,471
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall L Speed (Ceo/Director Treasurer) $258,694 $0 $15,876
Lynne Loftin (Coo) $187,310 $0 $20,162
Mike Shaw (Chief Technology Officer) $170,122 $0 $20,162
Susan Landrum (Cfo) $153,262 $0 $8,290
Jimmie Rochester Ii (Vice President Business Ba) $151,729 $0 $0
Sonja Purvis (Chief Marketing Officer) $147,347 $0 $20,162
Mike Dyer (Vp Collections) $114,755 $0 $20,162
Jeffrey Graham (Vp Of Lending) $113,503 $0 $20,162
Kimberly Hunt (Vice President Of Human Re) $112,045 $0 $20,162
Douglas Key (Director Secretary) $0 $0 $0
Allen Ritter (Director Board Chairperso) $0 $0 $0
Ralph A Ferguson Jr (Director Board Vice Chairperson) $0 $0 $0
Derrell Crimm (Supervisory Committee Chai) $0 $0 $0
Karl Hendrickson (Supervisory Committee Me) $0 $0 $0
Richard Mcbee (Director Board Member) $0 $0 $0
Richard Brooks (Director Board Member) $0 $0 $0
Keith Newton (Director Board Member) $0 $0 $0
Linda Allison (Supervisory Committee Me) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,057,708
Expenses
$10,403,873
Net Income
-$346,165
Net Assets
$16,037,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,057,708
100%
Investment Income $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 $884,470
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,471,413
33.4%
Assets/Debt
Total Assets $202,810,474
Total Liabilities $186,772,713
Net Assets $16,037,761
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall Speed (Ceo/Director Treasurer) $223,444 $0 $16,566
Lynne Loftin (Coo) $160,889 $0 $20,765
Mike Shaw (Chief Technology Officer) $150,821 $0 $16,964
Susan Landrum (Cfo) $136,570 $0 $10,815
Jimmie Rochester Ii (Vice President Business Ba) $135,086 $0 $879
Sonja Purvis (Chief Marketing Officer) $130,596 $0 $17,040
Mike Dyer (Vp Collections) $103,111 $0 $16,507
Jeff Graham (Vp Of Lending) $100,671 $0 $16,397
Douglas Key (Director Board Member) $0 $0 $0
Allen Ritter (Director Vice Chairperson) $0 $0 $0
Ralph A Ferguson Jr (Director Secretary) $0 $0 $0
Derrell Crimm (Supervisory Committee Chairperson) $0 $0 $0
Karl Hendrickson (Supervisory Committee Member) $0 $0 $0
Richard Mcbee (Director Board Chairman) $0 $0 $0
Richard Brooks (Director Board Member) $0 $0 $0
Keith Newton (Director Board Member) $0 $0 $0
Linda Allison (Supervisory Committee Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,441,733
Expenses
$10,920,567
Net Income
$521,166
Net Assets
$16,300,577
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,441,733
100%
Investment Income $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 $913,901
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $3,566,241
32.7%
Assets/Debt
Total Assets $173,442,845
Total Liabilities $157,142,268
Net Assets $16,300,577
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall Speed (Ceo/Director Treasurer) $232,149 $0 $17,360
Lynne Loftin (Coo) $169,891 $0 $17,311
Mike Shaw (Chief Technology Officer) $160,028 $0 $17,271
Jimmie Rochester Ii (Vice President Business Ba) $142,967 $0 $1,277
Sonja Purvis (Chief Marketing Officer) $138,666 $0 $17,203
Susan Landrum (Cfo) $136,724 $0 $7,298
Kim Hunt (Vice President Of Human Re) $103,224 $0 $16,890
Jeff Graham (Vp Of Lending) $102,657 $0 $16,752
Mike Dyer (Vp Collections) $101,570 $0 $16,709
Douglas Key (Director Board Member) $0 $0 $0
Allen Ritter (Director Secretary) $0 $0 $0
Ralph A Ferguson Jr (Director Board Member) $0 $0 $0
Derrell Crimm (Supervisory Committee Chair) $0 $0 $0
Karl Hendrickson (Supervisory Committee Member) $0 $0 $0
Richard Mcbee (Director Vice Chairperson) $0 $0 $0
Richard Brooks (Director Board Member) $0 $0 $0
Keith Newton (Director Board Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,531,711
Expenses
$10,971,723
Net Income
$559,988
Net Assets
$15,192,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,531,711
100%
Investment Income $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 $868,607
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $3,538,310
32.2%
Assets/Debt
Total Assets $173,640,666
Total Liabilities $158,448,123
Net Assets $15,192,543
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall Speed (Ceo/Director Treasurer) $214,199 $0 $17,096
Lynne Loftin (Coo) $163,558 $0 $17,096
Mike Shaw (Chief Technology Officer) $153,881 $0 $17,096
Jimmie Rochester Ii (Vice President Business Banking) $137,584 $0 $892
Sonja Purvis (Chief Marketing Officer) $133,463 $0 $17,096
Susan Landrum (Cfo) $127,612 $0 $7,510
Douglas Key (Director Board Member) $0 $0 $0
Allen Ritter (Director Board Member) $0 $0 $0
Ralph A Ferguson Jr (Director Board Member) $0 $0 $0
Derrell Crimm (Supervisory Committee Chairperson) $0 $0 $0
Karl Hendrickson (Supervisory Committee Member) $0 $0 $0
Richard Mcbee (Director Board Secretary) $0 $0 $0
Richard Brooks (Director Board Chairman) $0 $0 $0
Keith Newton (Director Board Vice Chairperson) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,644,635
Expenses
$11,335,736
Net Income
$308,899
Net Assets
$14,833,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,644,635
100%
Investment Income $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 $1,016,801
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,339,207
29.5%
Assets/Debt
Total Assets $170,047,671
Total Liabilities $155,214,386
Net Assets $14,833,285
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kendall Speed (Ceo) $202,044 $0 $14,578
Douglas Key (Vp/Director Treasurer) $199,557 $0 $14,443
Lynne Loftin (Coo) $158,713 $0 $14,815
Mike Shaw (Chief Technology Officer) $149,307 $0 $14,716
Jimmie Rochester Ii (Vice President Business Banking) $133,270 $0 $1,247
Sonja Purvis (Chief Marketing Officer) $129,528 $0 $15,240
Susan Landrum (Cfo) $98,145 $0 $5,715
Allen Ritter (Director Board Member) $0 $0 $0
Ralph A Ferguson (Director Board Chairman) $0 $0 $0
Derrell Crimm (Supervisory Committee Chairperson) $0 $0 $0
Karl Hendrickson (Supervisory Committee Member) $0 $0 $0
Richard Mcbee (Director Board Member) $0 $0 $0
Richard Brooks (Director Board Vice Chairperson) $0 $0 $0
Keith Newton (Director Board Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,381,155
Expenses
$11,270,328
Net Income
$110,827
Net Assets
$14,471,022
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,381,155
100%
Investment Income $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 $1,065,353
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $3,214,361
28.5%
Assets/Debt
Total Assets $177,836,146
Total Liabilities $163,365,124
Net Assets $14,471,022
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas Key (Ceo/Director Treasurer) $323,215 $0 $13,141
Kendall Speed (Cfo) $198,151 $0 $9,566
Lynne Loftin (Coo) $178,425 $0 $9,566
Mike Shaw (Chief Technology Officer) $168,226 $0 $9,566
Jimmie Rochester Ii (Vice President Business Banking) $149,498 $0 $11,856
Sonja Purvis (Chief Marketing Officer) $145,931 $0 $9,566
Kim Hunt (Vice President Of Human Re) $109,945 $0 $9,566
Mike Dyer (Vp Collections) $106,825 $0 $9,566
Allen Ritter (Director Chairman) $0 $0 $0
R A Ferguson (Director Vice Chairman) $0 $0 $0
Derrell Crimm (Supervisory Committee Ch) $0 $0 $0
Karl Hendrickson (Supervisory Committee) $0 $0 $0
Richard Mcbee (Director Member) $0 $0 $0
Richard Brooks (Director Secretary) $0 $0 $0
Keith Newton (Director Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,435,021
Expenses
$10,002,766
Net Income
$432,255
Net Assets
$14,766,329
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,435,021
100%
Investment Income $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 $886,194
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,973,874
29.7%
Assets/Debt
Total Assets $180,499,707
Total Liabilities $165,733,378
Net Assets $14,766,329
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas Key (Ceo/Director Treasurer) $261,032 $0 $14,793
Kendall Speed (Cfo) $162,459 $0 $11,049
Lynne Loftin (Coo) $146,611 $0 $11,049
Mike Shaw (Chief Technology Officer) $137,769 $0 $11,049
Jimmie Rochester Ii (Commercial Loan Manager) $123,407 $0 $0
Sonja Purvis (Chief Marketing Officer) $119,334 $0 $11,049
Allen Ritter (Director Vice Chairman) $0 $0 $0
R A Ferguson (Director Secretary) $0 $0 $0
Derrell Crimm (Supervisory Committee Ch) $0 $0 $0
Karl Hendrickson (Supervisory Committee) $0 $0 $0
Richard Mcbee (Director Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,612,643
Expenses
$9,209,070
Net Income
$403,573
Net Assets
$8,959,925
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,612,643
100%
Investment Income $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 $878,852
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $2,606,880
28.3%
Assets/Debt
Total Assets $133,820,255
Total Liabilities $124,860,330
Net Assets $8,959,925
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas Key (Ceo/Director Treasurer) $251,641 $0 $17,095
Kendall Speed (Cfo) $156,037 $0 $17,218
Lynne Loftin (Coo) $140,859 $0 $14,718
Mike Shaw (Chief Technology Officer) $132,287 $0 $17,218
Jimmie Rochester Ii (Commercial Loan Manager) $118,725 $0 $107
Sonja Purvis (Chief Marketing Officer) $114,561 $0 $17,218
Allen Ritter (Director Secretary) $0 $0 $0
R A Ferguson (Director Chairman) $0 $0 $0
Derrell Crimm (Supervisory Committee Ch) $0 $0 $0
Karl Hendrickson (Supervisory Committee) $0 $0 $0
Richard Mcbee (Director Vice Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,158,661
Expenses
$10,320,301
Net Income
-$1,161,640
Net Assets
$8,624,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,158,661
100%
Investment Income $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 $838,494
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $2,470,607
23.9%
Assets/Debt
Total Assets $132,917,624
Total Liabilities $124,292,674
Net Assets $8,624,950
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Douglas Key (Ceo/Director Treasurer) $252,071 $0 $15,150
Kendall Speed (Cfo) $150,558 $0 $10,974
Lynne Loftin (Coo) $136,823 $0 $11,717
Mike Shaw (Chief Technology Officer) $128,203 $0 $10,974
Jimmie Rochester Ii (Commercial Loan Manager) $115,397 $0 $0
Sonja Purvis (Chief Marketing Officer) $110,317 $0 $11,707
Austin Brewer (Director) $0 $0 $0
Allen Ritter (Director Chairman) $0 $0 $0
R A Ferguson (Director Vice Chairman) $0 $0 $0
Derrell Crimm (Supervisory Committee Ch) $0 $0 $0
Karl Hendrickson (Supervisory Committee) $0 $0 $0
Hal Wadsworth (Supervisory Committee) $0 $0 $0
Richard Mcbee (Director Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,303,640
Expenses
$11,088,757
Net Income
$214,883
Net Assets
$10,017,413
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,303,640
100%
Investment Income $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 $872,245
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $2,550,908
23.0%
Assets/Debt
Total Assets $152,141,644
Total Liabilities $142,124,231
Net Assets $10,017,413

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,196,608
Expenses
$12,221,210
Net Income
-$24,602
Net Assets
$9,574,832
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,196,608
100%
Investment Income $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 $836,118
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $2,478,110
20.3%
Assets/Debt
Total Assets $160,389,822
Total Liabilities $150,814,990
Net Assets $9,574,832

Document Links

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

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

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

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

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.

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