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Southwest Research Institute Voluntary Ees Beneficiary Associat

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$35.1M (2023)

Expenses
$35M (2023)

Total Assets
$4.41M (2023)

Total Liabilities
$0 (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
$35,094,908
Expenses
$34,962,270
Net Income
$132,638
Net Assets
$4,410,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,980,133
99.7%
Investment Income $114,775
0.3%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,410,088
Total Liabilities $0
Net Assets $4,410,088
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $17,713 $0 $0
Adam Hamilton (President) $0 $1,661,889 $56,831
Wd Downing (Director) $0 $1,020,498 $58,956
Jd Bates (Director/Former Officer) $0 $341,231 $0
Milton B Lee Ii (Director) $0 $40,000 $0
Phillip J Pfeiffer (Director) $0 $40,750 $0
Ricardo Romo (Director) $0 $16,000 $0
Wayne S Alexander (Director) $0 $39,000 $0
Jan L Newton (Vice Chairman) $0 $42,500 $0
Eugene L Ames (Director) $0 $36,000 $0
Phillip D Green (Director) $0 $41,000 $0
Sam G Dawson (Chairman) $0 $61,750 $0
Mary Ann Rankin (Director) $0 $36,000 $0
Kimberly Lubel (Director) $0 $37,000 $0
David S Zachry (Director) $0 $0 $0
B A Rafferty (Vp Finance) $0 $593,011 $54,770
Linda Boehme (Treasurer 1/1/2023 5/2/2023) $0 $259,151 $43,211
Delia Aguilar (Treasurer 05/3/2023 12/31/2023) $0 $283,098 $40,333
Byrl B Brockman (Assistant Treasurer) $0 $228,777 $57,549

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,302,240
Expenses
$32,779,376
Net Income
$522,864
Net Assets
$4,277,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,280,710
99.9%
Investment Income $21,530
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,277,450
Total Liabilities $0
Net Assets $4,277,450
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $15,681 $0 $0
Adam Hamilton (President) $0 $1,648,848 $52,982
Wd Downing (Director) $0 $988,403 $54,786
Jd Bates (Director/Former Officer) $0 $341,231 $0
Milton B Lee Ii (Director) $0 $43,250 $0
John C Korbell (Director) $0 $39,750 $0
Phillip J Pfeiffer (Director) $0 $35,500 $0
Ricardo Romo (Director) $0 $31,500 $0
Wayne S Alexander (Chairman) $0 $36,000 $0
Jan L Newton (Director) $0 $40,750 $0
Eugene L Ames (Director) $0 $33,000 $0
Phillip D Green (Director) $0 $37,000 $0
Sam G Dawson (Vice Chairman) $0 $59,500 $0
Mary Ann Rankin (Director) $0 $31,500 $0
Kimberly Lubel (Director) $0 $34,500 $0
David S Zachry (Director) $0 $0 $0
B A Rafferty (Vp Finance) $0 $574,117 $51,373
Linda Boehme (Treasurer) $0 $290,497 $50,235

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,783,488
Expenses
$33,143,430
Net Income
$640,058
Net Assets
$3,754,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,767,254
100.0%
Investment Income $16,234
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,754,586
Total Liabilities $0
Net Assets $3,754,586
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $13,312 $0 $0
Adam Hamilton (President) $0 $1,366,810 $56,229
Wd Downing (Director) $0 $995,501 $52,119
Jd Bates (Director/Former Officer) $0 $342,481 $0
Milton B Lee Ii (Director) $0 $34,500 $0
John C Korbell (Director) $0 $42,500 $0
Phillip J Pfeiffer (Director) $0 $38,000 $0
Ricardo Romo (Director) $0 $33,500 $0
Wayne S Alexander (Chairman) $0 $64,750 $0
Jan L Newton (Director) $0 $40,250 $0
Eugene L Ames (Director) $0 $33,500 $0
Phillip D Green (Director) $0 $38,750 $0
Sam G Dawson (Vice Chairman) $0 $36,000 $0
Mary Ann Rankin (Director) $0 $33,500 $0
Kimberly Lubel (Director) $0 $36,500 $0
David S Zachry (Director) $0 $0 $0
B A Rafferty (Vp Finance) $0 $520,244 $47,890
Linda Boehme (Treasurer) $0 $275,357 $47,209

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,203,343
Expenses
$25,904,171
Net Income
$299,172
Net Assets
$3,114,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,157,477
99.8%
Investment Income $45,866
0.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,514,528
Total Liabilities $400,000
Net Assets $3,114,528
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $12,247 $0 $0
Adam Hamilton (President) $0 $1,253,141 $58,632
Wd Downing (Director) $0 $888,379 $51,650
Jd Bates (Director/Former Officer) $0 $370,911 $0
Milton B Lee Ii (Director) $0 $38,000 $0
John C Korbell (Director) $0 $44,750 $0
Phillip J Pfeiffer (Director) $0 $37,500 $0
Ricardo Romo (Director) $0 $35,000 $0
Wayne S Alexander (Chairman) $0 $69,250 $0
Jan L Newton (Director) $0 $42,500 $0
Eugene L Ames (Director) $0 $35,000 $0
Phillip D Green (Director) $0 $36,500 $0
Sam G Dawson (Vice Chairman) $0 $35,750 $0
Mary Ann Rankin (Director) $0 $33,500 $0
Kimberly Lubel (Director) $0 $36,500 $0
David S Zachry (Director) $0 $0 $0
B A Rafferty (Vp Fianance) $0 $506,711 $48,205
Linda Boehme (Treasurer) $0 $267,197 $44,872

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,472,898
Expenses
$27,115,364
Net Income
$357,534
Net Assets
$2,815,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,426,225
99.8%
Investment Income $46,673
0.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,815,356
Total Liabilities $0
Net Assets $2,815,356
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $11,139 $0 $0
Adam Hamilton (President) $0 $1,175,395 $56,372
Wd Downing (Director) $0 $859,951 $49,894
B A Rafferty (Vp Fianance) $0 $493,537 $46,667
Jd Bates (Director/ Former Officer) $0 $405,533 $0
Linda Boehme (Treasurer) $0 $249,241 $42,423
Milton B Lee Ii (Director) $0 $35,500 $0
John C Korbell (Director) $0 $34,500 $0
Roger R Hemminghaus (Director) $0 $32,000 $0
Phillip J Pfeiffer (Director) $0 $31,500 $0
Ricardo Romo (Director) $0 $31,500 $0
Wayne S Alexander (Vice Chairman) $0 $30,000 $0
Jan L Newton (Director) $0 $30,000 $0
Eugene L Ames (Director) $0 $29,500 $0
Phillip D Green (Director) $0 $28,000 $0
Sam G Dawson (Director) $0 $27,500 $0
Mary Ann Rankin (Director) $0 $27,000 $0
Kimberly Lubel (Director) $0 $25,500 $0
David S Zachry (Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,400,137
Expenses
$22,622,534
Net Income
-$222,397
Net Assets
$2,457,822
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,360,855
99.8%
Investment Income $39,282
0.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,457,822
Total Liabilities $0
Net Assets $2,457,822
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $11,680 $0 $0
Jd Bates (Director/ Former Officer) $0 $406,058 $0
Wd Downing (Director) $0 $673,574 $48,892
Wayne S Alexander (Director) $0 $30,000 $0
Eugene L Ames (Director) $0 $29,500 $0
Roger R Hemminghaus (Director) $0 $30,000 $0
Milton B Lee Ii (Director) $0 $36,500 $0
Phillip J Pfeiffer (Chairman) $0 $31,500 $0
Mary Ann Rankin (Director) $0 $28,500 $0
Ricardo Romo (Vice Chairman) $0 $32,000 $0
David S Zachry (Director) $0 $0 $0
John C Korbell (Director) $0 $30,000 $0
Adam Hamilton (President) $0 $883,355 $55,202
Sam G Dawson (Director) $0 $28,500 $0
Ba Rafferty (Vp Finance) $0 $379,582 $46,182
Linda Boehme (Treasurer) $0 $209,893 $41,038

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,814,406
Expenses
$27,845,724
Net Income
-$31,318
Net Assets
$2,680,219
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,783,954
99.9%
Investment Income $30,452
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,680,219
Total Liabilities $0
Net Assets $2,680,219
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $11,769 $0 $0
Jd Bates (Director/ Former Officer) $0 $407,742 $0
Wd Downing (Director) $0 $705,849 $48,552
Wayne S Alexander (Director) $0 $31,000 $0
Eugene L Ames (Director) $0 $31,500 $0
A Baker Duncan (Director) $0 $0 $0
Roger R Hemminghaus (Director) $0 $36,000 $0
Milton B Lee Ii (Director) $0 $55,750 $0
Phillip J Pfeiffer (Chairman) $0 $32,500 $0
Mary Ann Rankin (Director) $0 $32,500 $0
Ricardo Romo (Vice Chairman) $0 $30,500 $0
David S Zachry (Director) $0 $0 $0
John C Korbell (Director) $0 $34,500 $0
Adam Hamilton (President) $0 $922,617 $55,962
Ba Rafferty (Vp Finance) $0 $373,904 $45,777
Linda Boehme (Treasurer) $0 $210,467 $41,451

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,599,392
Expenses
$29,538,081
Net Income
$61,311
Net Assets
$2,711,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,571,410
99.9%
Investment Income $27,982
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,711,537
Total Liabilities $0
Net Assets $2,711,537
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $11,671 $0 $0
Wd Downing (Director) $0 $773,291 $47,558
Wayne S Alexander (Director) $0 $32,500 $0
Eugene L Ames (Director) $0 $33,500 $0
A Baker Duncan (Director) $0 $19,750 $0
Roger R Hemminghaus (Director) $0 $37,000 $0
Milton B Lee Ii (Director) $0 $60,250 $0
Phillip J Pfeiffer (Chairman) $0 $35,500 $0
Mary Ann Rankin (Director) $0 $33,500 $0
Ricardo Romo (Vice Chairman) $0 $33,500 $0
David S Zachry (Director) $0 $0 $0
John C Korbell (Director) $0 $14,250 $0
Ba Rafferty (Vp Finance) $0 $405,685 $45,178
Linda Boehme (Treasurer) $0 $229,099 $41,237
Adam Hamilton (President) $0 $936,755 $55,432
Jd Bates (Director/Former Related Org Officer) $0 $408,400 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,472,441
Expenses
$29,266,020
Net Income
$206,421
Net Assets
$2,650,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,444,773
99.9%
Investment Income $27,668
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,650,226
Total Liabilities $0
Net Assets $2,650,226
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $11,247 $0 $0
Jd Bates (Director) $0 $375,354 $0
Wd Downing (Director) $0 $711,923 $48,902
Wayne S Alexander (Director) $0 $33,500 $0
Eugene L Ames (Director) $0 $34,000 $0
A Baker Duncan (Director) $0 $31,500 $0
Roger R Hemminghaus (Director) $0 $37,500 $0
Milton B Lee Ii (Director) $0 $38,500 $0
Phillip J Pfeiffer (Chairman) $0 $33,000 $0
Mary Ann Rankin (Director) $0 $35,000 $0
John B Roberts (Director) $0 $6,250 $0
Ricardo Romo (Vice Chairman) $0 $63,250 $0
David S Zachry (Director) $0 $0 $0
John C Korbell (Director) $0 $0 $0
Ba Rafferty (Vp Finance) $0 $385,403 $44,087
Linda Boehme (Treasurer) $0 $218,699 $39,362
Adam Hamilton (President) $0 $817,179 $53,556

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,591,346
Expenses
$28,548,979
Net Income
$42,367
Net Assets
$2,443,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,559,921
99.9%
Investment Income $31,425
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,443,805
Total Liabilities $0
Net Assets $2,443,805
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $11,058 $0 $0
Jd Bates (President, Director) $0 $1,186,756 $155,192
Wd Downing (Director) $0 $715,174 $45,754
Wayne S Alexander (Director) $0 $38,500 $0
Eugene L Ames (Director) $0 $37,000 $0
A Baker Duncan (Director) $0 $36,000 $0
Roger R Hemminghaus (Director) $0 $37,500 $0
Milton B Lee Ii (Director) $0 $34,000 $0
Phillip J Pfeiffer (Chairman) $0 $38,500 $0
Mary Ann Rankin (Director) $0 $39,500 $0
John B Roberts (Director) $0 $36,000 $0
Ricardo Romo (Vice Chairman) $0 $64,000 $0
David S Zachry (Director) $0 $0 $0
John C Korbell (Director) $0 $0 $0
Ba Rafferty (Vp Finance) $0 $381,486 $52,932
Linda Boehme (Treasurer) $0 $208,823 $35,377
Adam Hamilton (President) $0 $569,856 $42,706

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$30,206,441
Expenses
$30,179,640
Net Income
$26,801
Net Assets
$2,401,438
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,168,674
99.9%
Investment Income $37,767
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,401,438
Total Liabilities $0
Net Assets $2,401,438
Compensation
Key Employees and Officers Compensation Related Other
Frost National Bank (Institutional Trustee) $10,966 $0 $0
Jd Bates (President) $0 $1,147,634 $134,864
Wd Downing (Director) $0 $692,022 $44,463
Wayne S Alexander (Director) $0 $32,000 $0
Eugene L Ames (Director) $0 $31,000 $0
Richard W Calvert (Director) $0 $28,500 $0
A Baker Duncan (Director) $0 $29,000 $0
Roger R Hemminghaus (Director) $0 $34,000 $0
Milton B Lee Ii (Director) $0 $31,000 $0
Phillip J Pfeiffer (Chairman) $0 $48,250 $0
Mary Ann Rankin (Director) $0 $32,000 $0
John B Roberts (Director) $0 $30,500 $0
Ricardo Romo (Vice Chairman) $0 $28,250 $0
Curtis Vaughan Jr (Director) $0 $2,500 $0
David S Zachry (Director) $0 $0 $0
John C Korbell (Director) $0 $0 $0
Ba Rafferty (Vp Finance) $0 $362,780 $51,268
Linda Boehme (Treasurer) $0 $176,280 $32,850

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$29,855,072
Expenses
$29,821,489
Net Income
$33,583
Net Assets
$2,374,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,810,542
99.9%
Investment Income $44,530
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,374,637
Total Liabilities $0
Net Assets $2,374,637

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$28,735,434
Expenses
$29,229,791
Net Income
-$494,357
Net Assets
$2,341,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,669,691
99.8%
Investment Income $65,743
0.2%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,341,054
Total Liabilities $0
Net Assets $2,341,054

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

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

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

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

Fiscal Year Ending Dec.
2001

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »