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Community Foundation Trust Of Sarasota County

  • Sarasota, FL
  • Tax-exempt since April 1990
  • EIN: 65-0173371

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: Philanthropy, Voluntarism and Grantmaking Foundations / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$621k (2024)

Expenses
$1.23M (2024)

Total Assets
$14.8M (2024)

Total Liabilities
$219k (2024)

Years with multiple filings
Source: Form 990 tax filings from 2012 to 2024

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 June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$621,115
Expenses
$1,232,171
Net Income
-$611,056
Net Assets
$14,585,721
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $366,992
59.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $254,123
40.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,804,667
Total Liabilities $218,946
Net Assets $14,585,721
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $59,660 $0 $0
Bmo Private Bank (Trustee) $23,010 $0 $0
Hancock Whitney (Trustee) $7,500 $0 $0
Daniel Deleo (Director) $0 $0 $0
Karen Hamad (Director) $0 $0 $0
David Joyner (Director) $0 $0 $0
Patricia Mathews (Director) $0 $0 $0
Dr Laura Mattia (Director) $0 $0 $0
Mercedes Soler (Director) $0 $0 $0
Dr Janet Taylor (Director) $0 $0 $0
Jeffrey Troiano (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Charles E Williams (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Andrew Stultz (Treasurer) $0 $0 $0
Marilyn Thompson (Chair) $0 $0 $0
Felice Schulaner (Secretary) $0 $0 $0
Paul Hudson (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $372,878 $39,021
Elizabeth Pennewill (Corporate Counsel) $0 $203,517 $28,874
Mischa Kirby (Vp, Strategic Comm & Mktg) $0 $170,573 $24,062
Erin Jones (Cfo) $0 $210,016 $29,895
Nicole Coudal (Vp, Human Resources) $0 $96,312 $11,307
Jay Young (Vp Philanthropy) $0 $149,433 $44,662
Kirsten Russell (Vp Community Impact) $0 $168,110 $25,775
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990
Filed on Feb. 25, 2025

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

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XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$471,292
Expenses
$997,079
Net Income
-$525,787
Net Assets
$13,909,855
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $345,094
73.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $126,198
26.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,962,909
Total Liabilities $53,054
Net Assets $13,909,855
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $57,911 $0 $0
Bmo Private Bank (Trustee) $17,918 $0 $0
Hancock Whitney (Trustee) $7,500 $0 $0
C J Fishman (Director) $0 $0 $0
Paul Hudson (Director) $0 $0 $0
John Humphrey (Director) $0 $0 $0
Donna Koffman (Director) $0 $0 $0
Dr Rodney Linford (Director) $0 $0 $0
Kelvin Lumpkin (Director) $0 $0 $0
Dr Laura Mattia (Director) $0 $0 $0
Nellie Miller (Director) $0 $0 $0
Mercedes Soler (Director) $0 $0 $0
Dr Janet Taylor (Director) $0 $0 $0
Jeffrey Troiano (Director) $0 $0 $0
Charles E Williams (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Andrew Stultz (Treasurer) $0 $0 $0
Daniel Deleo (Chair) $0 $0 $0
Felice Schulaner (Secretary) $0 $0 $0
Marilyn Thompson (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $346,726 $38,005
Laura Spencer (Cfo/Cao Thru 7/22/22) $0 $151,914 $19,295
Elizabeth Pennewill (Corporate Counsel) $0 $195,352 $25,969
Mischa Kirby (Vp, Strategic Comm & Mktg) $0 $164,667 $21,501
Erin Jones (Cfo Eff. 7/22/22) $0 $159,785 $22,843
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990
Filed on Feb. 23, 2024

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

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PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$842,866
Expenses
$955,796
Net Income
-$112,930
Net Assets
$13,349,583
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $355,504
42.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $487,362
57.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,384,848
Total Liabilities $35,265
Net Assets $13,349,583
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $63,688 $0 $0
Bmo Private Bank (Trustee) $20,907 $0 $0
Hancock Whitney (Trustee) $7,500 $0 $0
C J Fishman (Director) $0 $0 $0
Paul Hudson (Director) $0 $0 $0
John Humphrey (Director) $0 $0 $0
Donna Koffman (Director) $0 $0 $0
Dr Rodney Linford (Director) $0 $0 $0
Kelvin Lumpkin (Director) $0 $0 $0
Nellie Miller (Director) $0 $0 $0
Drayton Saunders (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
Mercedes Soler (Director) $0 $0 $0
Dr Janet Taylor (Director) $0 $0 $0
Jeffrey Troiano (Director) $0 $0 $0
Lynn Wentworth (Director) $0 $0 $0
Charles E Williams (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Andrew Stultz (Treasurer) $0 $0 $0
Daniel Deleo (Chair) $0 $0 $0
William M Seider (Secretary) $0 $0 $0
Marilyn Thompson (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $322,258 $36,141
Laura Spencer (Cfo/Cao) $0 $217,557 $28,355
Jay Young (Vp, Philanthropy) $0 $110,090 $18,789
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990
Filed on Feb. 9, 2023

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

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PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,500,349
Expenses
$1,477,806
Net Income
$22,543
Net Assets
$16,258,477
Notable Sources of Revenue Percent of Total Revenue
Contributions $561,369
37.4%
Program Services $0
Investment Income $253,051
16.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $685,929
45.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,358,765
Total Liabilities $100,288
Net Assets $16,258,477
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $61,383 $0 $0
Bmo Private Bank (Trustee) $20,098 $0 $0
Wells Fargo (Trustee) $5,625 $0 $0
Hancock Whitney (Trustee) $896 $0 $0
C J Fishman (Director) $0 $0 $0
Paul Hudson (Director) $0 $0 $0
John Humphrey (Director) $0 $0 $0
Donna Koffman (Director) $0 $0 $0
Dr Rodney Linford (Director) $0 $0 $0
Kelvin Lumpkin (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Matthew Sauer (Director) $0 $0 $0
Drayton Saunders (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
Mercedes Soler (Director) $0 $0 $0
Dr Janet Taylor (Director) $0 $0 $0
Marilyn Thompson (Director) $0 $0 $0
Lynn Wentworth (Director) $0 $0 $0
Charles E Williams (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Andrew Stultz (Treasurer) $0 $0 $0
Nelle S Miller (Chair) $0 $0 $0
William M Seider (Secretary) $0 $0 $0
Daniel Deleo (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $325,091 $34,003
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990
Filed on March 18, 2022

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

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PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$177,735
Expenses
$873,671
Net Income
-$695,936
Net Assets
$13,458,865
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $304,978
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$127,243
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,582,319
Total Liabilities $123,454
Net Assets $13,458,865
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $57,732 $0 $0
Bmo Private Bank (Trustee) $18,127 $0 $0
Wells Fargo (Trustee) $7,712 $0 $0
C J Fishman (Director) $0 $0 $0
Paul Hudson (Director) $0 $0 $0
Donna Koffman (Director) $0 $0 $0
Dr Rodney Linford (Director) $0 $0 $0
Kelvin Lumpkin (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Michael R Pender (Director) $0 $0 $0
Matthew Sauer (Director) $0 $0 $0
Drayton Saunders (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
Richard D Smith (Director) $0 $0 $0
T Andrew Stultz (Director) $0 $0 $0
Marilyn Thompson (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Lynn Wentworth (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Richard Gans (Treasurer) $0 $0 $0
Nelle S Miller (Chair) $0 $0 $0
William M Seider (Secretary) $0 $0 $0
Daniel Deleo (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $310,438 $33,095
Laura Spencer (Cfo/Cao) $0 $197,408 $26,815
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990
Filed on March 23, 2021

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

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Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$993,073
Expenses
$7,510,949
Net Income
-$6,517,876
Net Assets
$13,809,049
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $352,571
35.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $640,502
64.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $13,975,188
Total Liabilities $166,139
Net Assets $13,809,049
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $62,264 $0 $0
Bmo Private Bank (Trustee) $17,751 $0 $0
Wells Fargo (Trustee) $8,243 $0 $0
C J Fishman (Director) $0 $0 $0
Paul Hudson (Director) $0 $0 $0
Donna Koffman (Director) $0 $0 $0
Dr Rodney Linford (Director) $0 $0 $0
Kelvin Lumpkin (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Michael R Pender (Director) $0 $0 $0
Matthew Sauer (Director) $0 $0 $0
Drayton Saunders (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
Richard D Smith (Director) $0 $0 $0
T Andrew Stultz (Director) $0 $0 $0
Marilyn Thompson (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Daniel Deleo (Treasurer) $0 $0 $0
Richard Gans (Chairman) $0 $0 $0
William M Seider (Secretary) $0 $0 $0
Nelle S Miller (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $293,517 $33,020
Laura Spencer (Cfo) $0 $187,665 $25,821
Michael Kennedy (Svp, Community Investment) $0 $25,558 $0
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990
Filed on Dec. 19, 2019

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

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PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,464,933
Expenses
$1,608,650
Net Income
-$143,717
Net Assets
$20,577,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $471,232
32.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $993,701
67.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,862,644
Total Liabilities $284,836
Net Assets $20,577,808
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $67,800 $0 $0
Bmo Private Bank (Trustee) $16,407 $0 $0
Wells Fargo (Trustee) $8,790 $0 $0
Daniel Deleo (Director) $0 $0 $0
C J Fishman (Director) $0 $0 $0
Rick Gomez (Director) $0 $0 $0
Donna Koffman (Director) $0 $0 $0
Rodney Linford (Director) $0 $0 $0
Kelvin Lumpkin (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Michael R Pender (Director) $0 $0 $0
Drayton Saunders (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
Richard Smith (Director) $0 $0 $0
T Andrew Stultz (Director) $0 $0 $0
Marilyn Thompson (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Patrick Dorsey (Treasurer) $0 $0 $0
Richard Gans (Chairman) $0 $0 $0
William M Seider (Secretary) $0 $0 $0
Nelle S Miller (Vice Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $280,001 $33,266
Laura Spencer (Cfo) $0 $177,642 $25,549
John Annis (Svp, Community Investment) $0 $162,619 $14,771
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990
Filed on Dec. 21, 2018

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

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PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,552,147
Expenses
$1,411,660
Net Income
$140,487
Net Assets
$20,441,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $464,998
30.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,087,149
70.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,650,129
Total Liabilities $208,459
Net Assets $20,441,670
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Us Trust (Trustee) $68,341 $0 $0
Bmo Private Bank (Trustee) $10,842 $0 $0
Wells Fargo (Trustee) $8,258 $0 $0
Audrey Coleman (Director) $0 $0 $0
Daniel Deleo (Director) $0 $0 $0
C J Fishman (Director) $0 $0 $0
Barbara Freeman (Director) $0 $0 $0
Rick Gomez (Director) $0 $0 $0
Victoria Leopold (Director) $0 $0 $0
Rodney Linford (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Michael R Pender (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
William M Seider (Director) $0 $0 $0
Richard Smith (Director) $0 $0 $0
Marilyn Thompson (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Mary Lou Winnick (Director) $0 $0 $0
Patrick Dorsey (Treasurer) $0 $0 $0
Richard Gans (Vice Chair) $0 $0 $0
Kathleen Roberts (Board Chair) $0 $0 $0
Nelle S Miller (Secretary) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $267,264 $31,829
Laura Spencer (Cfo) $0 $172,599 $23,742
John Annis (Svp, Community Investment) $0 $151,089 $14,519
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990
Filed on Dec. 5, 2017

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

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PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,442
Expenses
$59,323
Net Income
-$35,881
Net Assets
$19,338,973
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $47,884
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$24,442
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,523,648
Total Liabilities $184,675
Net Assets $19,338,973

Document Links

990

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

PDF

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$741,054
Expenses
$1,387,718
Net Income
-$646,664
Net Assets
$19,320,166
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,139
1.1%
Program Services $0
Investment Income $479,790
64.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $253,125
34.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,517,791
Total Liabilities $197,625
Net Assets $19,320,166
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Audrey Coleman (Director) $0 $0 $0
Duncan Finlay (Director) $0 $0 $0
C J Fishman (Director) $0 $0 $0
Barbara Freeman (Director) $0 $0 $0
Rick Gomez (Director) $0 $0 $0
Victoria Leopold (Director) $0 $0 $0
Rodney Linford (Director) $0 $0 $0
Michael Martella (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Nelle S Miller (Director) $0 $0 $0
Michael R Pender (Director) $0 $0 $0
Felice Schulaner (Director) $0 $0 $0
William M Seider (Director) $0 $0 $0
Richard Smith (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Wells Fargo (Trustee) $0 $0 $0
Bmo Private Bank (Trustee) $0 $0 $0
Us Trust (Trustee) $0 $0 $0
Patrick Dorsey (Treasurer) $0 $0 $0
Richard Gans (Vice Chair/Secretary) $0 $0 $0
Kathleen Roberts (Board Chair) $0 $0 $0
Orion Marx (Vice Chair/Community Investment) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $251,605 $31,112
Laura Spencer (Cfo) $0 $165,675 $22,297
John Annis (Svp, Community Investment) $0 $134,646 $12,976
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990
Filed on Feb. 15, 2017

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

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XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,812,634
Expenses
$1,507,515
Net Income
$305,119
Net Assets
$20,804,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,013
0.1%
Program Services $0
Investment Income $545,126
30.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,266,495
69.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $133,582
8.9%
Assets/Debt
Total Assets $21,027,769
Total Liabilities $222,984
Net Assets $20,804,785
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Richard Gans (Director) $0 $0 $0
Audrey Coleman (Director) $0 $0 $0
C J Fishman (Director) $0 $0 $0
Barbara Freeman (Director) $0 $0 $0
Rodney Linford (Director) $0 $0 $0
Michael P Martella (Director) $0 $0 $0
Vincente Medina (Director) $0 $0 $0
Michael R Pender Jr (Director) $0 $0 $0
Nelle S Miller (Director) $0 $0 $0
Duncan Finlay (Director) $0 $0 $0
Victoria Leopold (Director) $0 $0 $0
Richard Smith (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Austin Nadwodny (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
William M Seider (Director) $0 $0 $0
Patrick Dorsey (Treasurer) $0 $0 $0
Patricia Courtois (Secretary) $0 $0 $0
Kathleen Roberts (Vice Chair/Governance) $0 $0 $0
Orion Marx (Vice Chair/Community Inves) $0 $0 $0
Phil A Delaney Jr (Board Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $240,981 $33,904
Laura Spencer (Cfo) $0 $148,587 $31,895
John Annis (Sr. Vice President, Community) $0 $118,987 $11,709
Janet Ginn (Sr Vice President Of Philanthropic Engagement) $0 $135,466 $5,405
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990
Filed on Jan. 12, 2016

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

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PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,886,012
Expenses
$1,712,151
Net Income
$173,861
Net Assets
$20,816,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,068
14.0%
Program Services $0
Investment Income $502,488
26.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,119,456
59.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $137,351
8.0%
Assets/Debt
Total Assets $21,058,733
Total Liabilities $242,403
Net Assets $20,816,330
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Richard Gans (Director) $0 $0 $0
Audrey Coleman (Director) $0 $0 $0
L Thomas Baker Jr (Director) $0 $0 $0
Barbara Freeman (Director) $0 $0 $0
Kathleen Roberts (Director) $0 $0 $0
Steve Dahlquist (Director) $0 $0 $0
Manuel Pineiro (Director) $0 $0 $0
Michael R Pender Jr (Director) $0 $0 $0
Patrick Dorsey (Director) $0 $0 $0
Duncan Finlay (Director) $0 $0 $0
Victoria Leopold (Director) $0 $0 $0
Richard Smith (Director) $0 $0 $0
Terri Vitale (Director) $0 $0 $0
Austin Nadwodny (Director) $0 $0 $0
Jeffrey R Mccurdy (Director) $0 $0 $0
Vicente Medina (Treasurer & Finance Commit) $0 $0 $0
Patricia Courtois (Vice Chair/Secretary) $0 $0 $0
Orion Marx (Vice Chair/Community Investment Board Liaison) $0 $0 $0
Phil A Delaney Jr (Board Chair) $0 $0 $0
Roxanne G Jerde (President/Ceo) $0 $221,814 $41,619
Laura Spencer (Cfo) $0 $165,068 $14,482
John Annis (Vice President, Community) $0 $105,765 $13,056
Jocelyn Stevens (Vice President Of Developm) $0 $81,101 $19,429
Tina Mroczkowski Jd (Corporate Counsel) $0 $98,476 $12,459
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Document Links

990
Filed on Feb. 2, 2015

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

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,542,488
Expenses
$1,391,942
Net Income
$150,546
Net Assets
$19,863,808
Notable Sources of Revenue Percent of Total Revenue
Contributions $320,212
20.8%
Program Services $0
Investment Income $536,473
34.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $685,803
44.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $147,405
10.6%
Assets/Debt
Total Assets $20,032,458
Total Liabilities $168,650
Net Assets $19,863,808

Document Links

990
Filed on June 18, 2014

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

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,207,088
Expenses
$3,058,340
Net Income
$5,148,748
Net Assets
$38,873,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,069,537
86.1%
Program Services $0
Investment Income $1,104,887
13.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,664
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $128,227
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $288,145
9.4%
Assets/Debt
Total Assets $39,732,101
Total Liabilities $859,011
Net Assets $38,873,090

Document Links

990

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

PDF

Fiscal Year Ending May
2011

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 May
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 May
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 May
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 May
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 May
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 May
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 May
2003

No Extracted Financial Data

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

Document Links

990

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

PDF

Fiscal Year Ending May
2002

No Extracted Financial Data

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

Document Links

990

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

PDF

About This Data

What Is 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 »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated