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The Pinecrest Retirement Trust

  • Lufkin, TX
  • Tax-exempt since May 1999
  • EIN: 75-2802726

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: Housing, Shelter / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$969k (2024)

Expenses
$125k (2024)

Total Assets
$6.84M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$969,339
Expenses
$125,075
Net Income
$844,264
Net Assets
$6,839,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $121,056
12.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $848,283
87.5%
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 $6,839,386
Total Liabilities $0
Net Assets $6,839,386
Compensation
Key Employees and Officers Compensation Related Other
Jule Tatum Fenley (Chairman) $0 $0 $0
Alyce A Baggett (Vice Chairman) $0 $0 $0
Cathryn C Todd (Sec/Treas) $0 $0 $0
Tara Watson Watkins (Director) $0 $0 $0
Roy Knight (Director) $0 $0 $0
Steve Fieldcamp (Director) $0 $0 $0
Wayne Haglund (Director) $0 $0 $0
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990
Filed on March 27, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,358
Expenses
$123,486
Net Income
$60,872
Net Assets
$6,160,248
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $110,187
59.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,171
40.2%
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 $6,160,248
Total Liabilities $0
Net Assets $6,160,248
Compensation
Key Employees and Officers Compensation Related Other
Jule Tatum Fenley (Chairman) $0 $0 $0
Alyce A Baggett (Vice Chairman) $0 $0 $0
Cathryn C Todd (Sec/Treas) $0 $0 $0
Tara Watson Watkins (Director) $0 $0 $0
Roy Knight (Director) $0 $0 $0
Steve Fieldcamp (Director) $0 $0 $0
Wayne Haglund (Director) $0 $0 $0
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990
Filed on March 2, 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
$529,485
Expenses
$72,136
Net Income
$457,349
Net Assets
$5,475,713
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $88,820
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $440,665
83.2%
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 $5,475,713
Total Liabilities $0
Net Assets $5,475,713
Compensation
Key Employees and Officers Compensation Related Other
Jule Tatum Fenley (Chairman) $0 $0 $0
Alyce A Baggett (Vice Chairman) $0 $0 $0
Cathryn C Todd (Sec/Treas) $0 $0 $0
Tara Watson Watkins (Director) $0 $0 $0
Roy Knight (Director) $0 $0 $0
Steve Fieldcamp (Director) $0 $0 $0
Wayne Haglund (Director) $0 $0 $0
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990
Filed on May 9, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$352,836
Expenses
$22,823
Net Income
$330,013
Net Assets
$6,610,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $91,863
26.0%
Bond Proceeds $1,303
0.4%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $259,670
73.6%
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 $6,610,445
Total Liabilities $0
Net Assets $6,610,445
Compensation
Key Employees and Officers Compensation Related Other
Jule Tatum Fenley (Chairman) $0 $0 $0
Alyce A Baggett (Vice Chairman) $0 $0 $0
Cathryn C Todd (Sec/Treas) $0 $0 $0
Tara Watson Watkins (Director) $0 $0 $0
Roy Knight (Director) $0 $0 $0
Steve Fieldcamp (Director) $0 $0 $0
Wayne Haglund (Director) $0 $0 $0
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990
Filed on May 9, 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
$214,495
Expenses
$51,728
Net Income
$162,767
Net Assets
$5,952,904
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $94,672
44.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $119,823
55.9%
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 $5,955,515
Total Liabilities $2,611
Net Assets $5,952,904
Compensation
Key Employees and Officers Compensation Related Other
Julie Tatum Fenley (Chairman) $0 $0 $0
Alyce A Baggett (Vice Chairman) $0 $0 $0
Cathryn C Todd (Sec/Treas) $0 $0 $0
Tara Watson Watkins (Director) $0 $0 $0
Roy Knight (Director) $0 $0 $0
Steve Fieldcamp (Director) $0 $0 $0
Wayne Haglund (Director) $0 $0 $0
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990
Filed on Sept. 13, 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
$201,666
Expenses
$43,251
Net Income
$158,415
Net Assets
$5,052,123
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $101,899
50.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $99,767
49.5%
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 $5,078,721
Total Liabilities $26,598
Net Assets $5,052,123
Compensation
Key Employees and Officers Compensation Related Other
Mrs Jule Fenley (Chair) $0 $0 $0
Ms Alyce Anne Baggett (Vice Chair) $0 $0 $0
Mr Don Stephens (Interim President/Cfo) $0 $225,810 $30,445
Mr Steve Fieldcamp (Director) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mr Roy Knight (Director) $0 $0 $0
Mrs Cathryn Todd (Director) $0 $0 $0
Mrs Tara Watson Watkins (Director) $0 $0 $0
Mr Ronald E Jennette (Past President) $0 $325,912 $19,030
Ms Carol Chmielewski (Treasurer) $0 $62,039 $16,086
Ms Tanya Guajardo (Secretary) $0 $40,852 $6,860
Ms Amy Thomas (Regional Vp/Executive Director) $0 $166,969 $32,032
Ms Jill Janes (Vp Sales/Marketing) $0 $156,840 $21,000
Mr Matthew Courrie (Regional Vp/Executive Director) $0 $162,995 $11,996
Mr Gregory Rossi (Executive Director) $0 $130,537 $30,731
Ms Frances Beltran (Vp Human Resources) $0 $126,867 $24,010
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990
Filed on Nov. 12, 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
$315,502
Expenses
$37,287
Net Income
$278,215
Net Assets
$4,216,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $90,216
28.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $225,286
71.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,227,850
Total Liabilities $11,641
Net Assets $4,216,209
Compensation
Key Employees and Officers Compensation Related Other
Mrs Cathryn Todd (Chair) $0 $0 $0
Mr Donald L Muhlbach (Vice Chair) $0 $0 $0
Ms Alyce Anne Baggett (Director) $0 $0 $0
Rev Jack Davis (Director) $0 $0 $0
Mrs Jule Fenley (Director) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mrs Tara Watson Watkins (Director) $0 $0 $0
Mr Ronald E Jennette (President) $0 $333,238 $52,606
Mr Don Stephens (Cfo) $0 $181,722 $27,662
Mr Charles Childress (Past Coo) $0 $56,056 $5,864
Ms Carol Chmielewski (Treasurer) $0 $59,096 $5,489
Ms Tanya Guajardo (Secretary) $0 $40,027 $16,032
Mr Matthew Currie (Vp/Executive Director) $0 $146,322 $9,817
Ms Amy Thomas (Vp/Executive Director) $0 $141,866 $31,547
Mr Gregory Rossi (Executive Director) $0 $127,233 $27,663
Ms Frances Beltran (Vp Human Resources) $0 $123,783 $17,312
Mr Steven Rausch (Vp Of Technology) $0 $118,836 $12,952
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990
Filed on Nov. 14, 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
$116,153
Expenses
$38,811
Net Income
$77,342
Net Assets
$4,446,448
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $83,544
71.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,609
28.1%
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 $4,452,636
Total Liabilities $6,188
Net Assets $4,446,448
Compensation
Key Employees and Officers Compensation Related Other
Mrs Cathryn Todd (Chair) $0 $0 $0
Mr Donald L Muhlbach (Vice Chair) $0 $0 $0
Mr Ronald E Jennette (President) $0 $303,069 $49,569
Ms Alyce Anne Baggett (Director) $0 $0 $0
Mrs Jule Fenley (Director) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mrs Tara Watson Watkins (Director) $0 $0 $0
Mr Charles Childress (Coo) $0 $176,021 $26,064
Mr Don Stephens (Cfo) $0 $171,852 $23,760
Ms Carol Chmielewski (Treasurer) $0 $58,261 $14,134
Ms Shari Palacios (Secretary) $0 $32,744 $13,617
Mr Matthew Currie (Vp/Executive Director) $0 $131,359 $9,037
Mrs Renee Mena (Controller) $0 $121,350 $20,977
Ms Alyssa Adam (Vp Marketing) $0 $119,342 $18,486
Ms Amy Thomas (Executive Director) $0 $114,140 $26,854
Ms Frances Beltran (Vp Human Resources) $0 $112,592 $15,207
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990
Filed on Nov. 12, 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
$187,768
Expenses
$60,818
Net Income
$126,950
Net Assets
$3,871,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $858
0.5%
Program Services $0
Investment Income $74,036
39.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $112,874
60.1%
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 $3,881,035
Total Liabilities $9,430
Net Assets $3,871,605
Compensation
Key Employees and Officers Compensation Related Other
Mrs Cathryn Todd (Chair) $0 $0 $0
Mr Donald L Muhlbach (Vice Chair) $0 $0 $0
Mr Ronald E Jennette (President) $0 $284,179 $47,172
Ms Alyce Anne Baggett (Director) $0 $0 $0
Mr Jack Davis (Director) $0 $0 $0
Mrs Jule Fenley (Director) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mrs Tara Watson Watkins (Director) $0 $0 $0
Mr Charles Childress (Coo) $0 $183,217 $12,264
Ms Carol Chmielewski (Treasurer) $0 $56,125 $14,092
Ms Shari Palacios (Secretary) $0 $33,656 $13,635
Mr Don Stephens (Cfo) $0 $165,931 $28,785
Ms Alyssa Adam (Vp Marketing) $0 $122,420 $20,960
Mr Matthew Currie (Vp/Executive Director) $0 $124,075 $8,652
Mr Harold Ermshar (Executive Director) $0 $126,102 $27,141
Mrs Renee Mena (Controller) $0 $120,230 $20,915
Ms Amy Thomas (Executive Director) $0 $107,720 $26,517
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990
Filed on Nov. 6, 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
$165,587
Expenses
$95,130
Net Income
$70,457
Net Assets
$3,671,655
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,024
1.2%
Program Services $0
Investment Income $69,952
42.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $93,611
56.5%
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 $3,694,627
Total Liabilities $22,972
Net Assets $3,671,655
Compensation
Key Employees and Officers Compensation Related Other
Ms Alyce Anne Baggett (Chair) $0 $0 $0
Mrs Cathryn Todd (Vice Chair) $0 $0 $0
Mr Ronald E Jennette (President) $0 $267,785 $20,392
Mr Jack Davis (Director) $0 $0 $0
Mrs Jule Fenley (Director) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mrdonald L Muhlbach (Director) $0 $0 $0
Mrs Catherine S Roberts (Director) $0 $0 $0
Ms Shari Palacios (Secretary) $0 $31,673 $8,204
Ms Carol Chmielewski (Treasurer) $0 $49,572 $14,063
Mr Don Stephens (Cfo) $0 $155,466 $7,206
Mr Charles Childress (Sr Vp Of Operations) $0 $161,336 $6,407
Mr Harold Ermshar (Executive Director) $0 $119,210 $14,809
Ms Renee Skillern (Controller) $0 $118,193 $10,590
Ms Natasha Crabbe (Marketing Director) $0 $115,759 $7,811
Mr Matthew Currie (Vp/Executive Director) $0 $102,125 $20,266
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990
Filed on Oct. 3, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,511
Expenses
$162,840
Net Income
-$23,329
Net Assets
$3,739,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,415
2.4%
Program Services $0
Investment Income $65,758
47.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,338
50.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,772,751
Total Liabilities $32,885
Net Assets $3,739,866
Compensation
Key Employees and Officers Compensation Related Other
Ms Alyce Anne Baggett (Chair) $0 $0 $0
Mr J Phillip Friesen (Vice Chair) $0 $0 $0
Mr Jack Davis (Director) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mr Donald L Muhlbach (Director) $0 $0 $0
Mrs Catherine S Roberts (Director) $0 $0 $0
Mr Michael H Taylor (Director) $0 $0 $0
Mrs Cathryn Todd (Director) $0 $0 $0
Ms Shari Palacios (Secretary) $0 $38,668 $0
Ms Carol Chmielewski (Treasurer) $0 $60,205 $0
Mr Ronald E Jennette (Director) $0 $270,495 $36,366
Mr Bradley Stewart (Vp Finance/Cfo) $0 $184,461 $2,850
Mrs Alyssa Adam (Vp Of Marketing) $0 $109,083 $11,208
Mr Charles Childress (Vp) $0 $152,367 $10,642
Mr Matthew Currie (Executive Director) $0 $118,619 $8,229
Mr Harold Ermshar (Interim Executive Director) $0 $126,324 $10,503
Mrs Amy Thomas (Executive Director) $0 $111,532 $16,997
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990
Filed on Aug. 14, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$161,363
Expenses
$177,271
Net Income
-$15,908
Net Assets
$3,621,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $699
0.4%
Program Services $0
Investment Income $59,150
36.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $101,514
62.9%
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 $3,626,955
Total Liabilities $5,244
Net Assets $3,621,711
Compensation
Key Employees and Officers Compensation Related Other
Ms Alyce Anne Baggett (Chair) $0 $0 $0
Mr J Phillip Friesen (Vice Chair) $0 $0 $0
Mr Wayne D Haglund (Director) $0 $0 $0
Mr Ronald E Jennette (Director / President) $0 $253,374 $0
Mr Donald L Muhlbach (Director) $0 $0 $0
Mrs Catherine S Roberts (Director) $0 $0 $0
Mr Michael H Taylor (Director) $0 $0 $0
Mrs Cathryn Todd (Director) $0 $0 $0
Ms Shari Palacios (Secretary) $0 $30,895 $0
Ms Carol Chmielewski (Treasurer) $0 $58,786 $0
Ms Amy Thomas (Executive Director) $0 $103,514 $0
Mr Bradley Stewart (Senior Vp Finance/Cfo) $0 $164,280 $0
Mr Charles Childress (Vp) $0 $143,589 $0
Mr Rene Johnson (Controller) $0 $111,008 $0
Mr James Eilers (Executive Director) $0 $106,568 $0
Mr Matthew Currie (Executive Director) $0 $106,150 $0
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990
Filed on Nov. 13, 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
$43,024
Expenses
$104,516
Net Income
-$61,492
Net Assets
$3,180,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $265
0.6%
Program Services $0
Investment Income $42,759
99.4%
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 $3,185,161
Total Liabilities $4,436
Net Assets $3,180,725

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
$113,976
Expenses
$39,185
Net Income
$74,791
Net Assets
$3,091,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,426
2.1%
Program Services $0
Investment Income $85,266
74.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,284
23.1%
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 $3,100,957
Total Liabilities $9,371
Net Assets $3,091,586

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

Fiscal Year Ending Dec.
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 Dec.
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

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

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, 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