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California School Employees Association Retiree Premium Tr

  • San Jose, CA
  • Tax-exempt since June 2000
  • EIN: 77-6175956

Organization summary

Type of Nonprofit

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

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.15M (2023)

Expenses
$3.04M (2023)

Total Assets
$65.6M (2023)

Total Liabilities
$43.6M (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 May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,154,073
Expenses
$3,039,018
Net Income
$1,115,055
Net Assets
$21,967,795
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,951,523
71.1%
Investment Income $1,202,254
28.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $224
0.0%
Net Inventory Sales $0
Other Revenue $72
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,599,442
Total Liabilities $43,631,647
Net Assets $21,967,795
Compensation
Key Employees and Officers Compensation Related Other
Keith Pace (Executive Director) $0 $315,698 $121,450
Andrew Kahn (Chief Counsel) $0 $251,001 $96,560
Steve Brashear (Chief Financial Officer) $0 $143,067 $55,038
Deguzman Harold (Chief Financial Officer) $0 $10,447 $4,019
Matthew Dishman (Association President) $0 $900 $0
Adam Weinberger (Association 1 St Vp) $0 $725 $0
Monica Han (Association 2 Nd Vp) $0 $300 $0
Letetsia Fox (Association Secretary) $0 $600 $0
Benjamin Valdepena (Past President) $0 $600 $0
Ronald Walker (Area Director A) $0 $600 $0
Colette Hetland (Area Director B) $0 $600 $0
Machelle Kessinger (Area Director C) $0 $275 $0
Donnell Fassler (Area Director C) $0 $325 $0
Rameldia Mark (Area Director D) $0 $400 $0
Perkins Helena (Area Director D) $0 $200 $0
Carmen Alessandro (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $400 $0
Arroyo Jr Freddie (Area Director F) $0 $200 $0
Ivan Pastrano (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Beatriz Mora (Area Director K) $0 $400 $0
Troy D Johnson (Area Director K) $0 $200 $0
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Document Links

990
Filed on April 15, 2024

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

View Filing
XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,644,441
Expenses
$93,636
Net Income
$8,550,805
Net Assets
$16,669,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,944,669
34.1%
Investment Income $1,033,547
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$10,113
Net Inventory Sales $0
Other Revenue $4,676,338
54.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $65,769,914
Total Liabilities $49,099,937
Net Assets $16,669,977
Compensation
Key Employees and Officers Compensation Related Other
Matthew Dishman (Association President) $0 $800 $0
Adam Weinberger (Association 1 St Vp) $0 $600 $0
Monica Han (Association 2 Nd Vp) $0 $600 $0
Letetsia Fox (Association Secretary) $0 $200 $0
Benjamin Valdepena (Past President) $0 $1,000 $0
Ronald Walker (Area Director A) $0 $200 $0
Colette Hetland (Area Director B) $0 $600 $0
Allan Clark (Past President) $0 $400 $0
Machelle Kessinger (Area Director C) $0 $600 $0
Rameldia Mark (Area Director D) $0 $600 $0
Carmen Alessandro (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
Ivan Pastrano (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Beatriz Mora (Area Director K) $0 $600 $0
Wayne Harris (Area Director A) $0 $400 $0
Donnell Fassler (Area Director C) $0 $0 $0
Keith Pace (Executive Director) $0 $273,653 $145,164
Steve Brashear (Chief Financial Officer) $0 $219,354 $115,310
Andrew Kahn (Chief Counsel) $0 $230,322 $120,021
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990
Filed on April 6, 2023

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

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,656,607
Expenses
$7,034,101
Net Income
-$3,377,494
Net Assets
$13,638,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,848,861
77.9%
Investment Income $830,039
22.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,306
Net Inventory Sales $0
Other Revenue $13
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,359,667
Total Liabilities $56,720,936
Net Assets $13,638,731
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Valdepena (Association President) $0 $1,200 $0
Matthew Dishman (Association 1 St Vp) $0 $600 $0
Adam Weinberger (Association 2 Nd Vp) $0 $600 $0
Monica Han (Association Secretary) $0 $600 $0
Allan Clark (Past President) $0 $600 $0
Wayne Harris (Area Director A) $0 $600 $0
Frank Rodriguez (Area Director B) $0 $100 $0
Colette Hetland (Area Director B) $0 $500 $0
Machelle Kessinger (Area Director C) $0 $600 $0
Rameldia Mark (Area Director D) $0 $600 $0
Carmen Alessandro (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
Ivan Pastrano (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Beatriz Mora (Area Director K) $0 $600 $0
Keith Pace (Executive Director) $0 $278,557 $142,465
Steve Brashear (Chief Financial Officer) $0 $223,391 $113,247
Andrew Kahn (Chief Counsel) $0 $234,561 $118,772
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990
Filed on April 4, 2022

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

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,470,690
Expenses
$7,798,994
Net Income
-$3,328,304
Net Assets
$2,970,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,257,952
72.9%
Investment Income $1,214,487
27.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,094
Net Inventory Sales $0
Other Revenue $345
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $55,591,233
Total Liabilities $52,620,882
Net Assets $2,970,351
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Valdepena (Association President) $0 $1,200 $0
Matthew Dishman (Association 1 St Vp) $0 $600 $0
Adam Weinberger (Association 2 Nd Vp) $0 $600 $0
Monica Han (Association Secretary) $0 $200 $0
Allan Clark (Past President) $0 $600 $0
Wayne Harris (Area Director A) $0 $600 $0
Frank Rodriguez (Area Director B) $0 $600 $0
Machelle Kessinger (Area Director C) $0 $600 $0
Rameldia Mark (Area Director D) $0 $600 $0
Carmen Alessandro (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
Ivan Pastrano (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Beatriz Mora (Area Director K) $0 $600 $0
Keith Pace (Executive Director) $0 $273,923 $142,757
Steve Brashear (Chief Financial Officer) $0 $214,704 $97,407
Andrew Kahn (Chief Counsel) $0 $225,339 $121,741
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990
Filed on Feb. 18, 2021

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

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,174,922
Expenses
$1,313,752
Net Income
$2,861,170
Net Assets
$4,179,332
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,047,242
73.0%
Investment Income $1,118,913
26.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$876
Net Inventory Sales $0
Other Revenue $9,643
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $51,533,763
Total Liabilities $47,354,431
Net Assets $4,179,332
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Valdepena (Association President) $0 $1,200 $0
Matthew Dishman (Association 1 St Vp) $0 $600 $0
Adam Weinberger (Association 2 Nd Vp) $0 $600 $0
Allan Clark (Past President) $0 $600 $0
Wayne Harris (Area Director A) $0 $600 $0
Frank Rodriguez (Area Director B) $0 $600 $0
Machelle Kessinger (Area Director C) $0 $600 $0
Rameldia Mark (Area Director D) $0 $600 $0
Carmen Alessandro (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
Ivan Pastrano (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Beatriz Mora (Area Director K) $0 $600 $0
David Low (Executive Director (Until Feb 2019)) $0 $295,677 $149,099
Keith Pace (Executive Director (As Of Dec 2018)) $0 $236,830 $129,221
Steve Brashear (Chief Financial Officer) $0 $206,509 $110,006
Andrew Kahn (Chief Counsel) $0 $216,834 $120,502
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990
Filed on April 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,279,519
Expenses
$2,987,496
Net Income
$2,292,023
Net Assets
$1,906,680
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,321,818
81.9%
Investment Income $936,318
17.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$8,467
Net Inventory Sales $0
Other Revenue $29,850
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,282,596
Total Liabilities $48,375,916
Net Assets $1,906,680
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Valdepena (Association President) $0 $1,200 $0
Matthew Dishman (Association 1 St Vp) $0 $150 $0
Dolores Burke (Association 2 Nd Vp) $0 $450 $0
Adam Weinberger (Association 2 Nd Vp) $0 $150 $0
Kerry Woods (Association Secretary) $0 $450 $0
Beth Saldana (Association Secretary) $0 $150 $0
Allan Clark (Past President) $0 $600 $0
Martha Penry (Area Director A) $0 $450 $0
Wayne Harris (Area Director A) $0 $150 $0
Frank Rodriguez (Area Director B) $0 $600 $0
Marcos Gonzalez (Area Director C) $0 $400 $0
Machelle Kessinger (Area Director C) $0 $200 $0
Rameldia Mark (Area Director D) $0 $600 $0
Sylvia Diaz (Area Director E) $0 $450 $0
Carmen Alessandro (Area Director E) $0 $150 $0
Dale Sorenson (Area Director F) $0 $600 $0
John Nieto (Area Director G) $0 $450 $0
Ivan Pastrano (Area Director G) $0 $150 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Beatriz Mora (Area Director K) $0 $600 $0
David Low (Executive Director) $0 $295,645 $145,573
Steve Brashear (Chief Financial Officer) $0 $198,769 $103,143
Andrew Kahn (Chief Counsel) $0 $208,707 $112,428
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990
Filed on Feb. 22, 2019

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

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,955,114
Expenses
$382,347
Net Income
$4,572,767
Net Assets
-$3,615,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,127,105
83.3%
Investment Income $840,896
17.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$20,648
Net Inventory Sales $0
Other Revenue $7,761
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $44,117,746
Total Liabilities $47,732,851
Net Assets -$3,615,105
Compensation
Key Employees and Officers Compensation Related Other
Benjamin Valdepena (Association President) $0 $1,050 $0
Dolores Burke (Association 2 Nd Vp) $0 $600 $0
Kerry Woods (Association Secretary) $0 $600 $0
Allan Clark (Past President) $0 $600 $0
Martha Penry (Area Director A) $0 $600 $0
Frank Rodriguez (Area Director B) $0 $600 $0
Marcos Gonzalez (Area Director C) $0 $600 $0
Rameldia Mark (Area Director D) $0 $600 $0
Sylvia Diaz (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
John Nieto (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Jim King (Area Director K) $0 $450 $0
Beatriz Mora (Area Director K) $0 $150 $0
David Low (Executive Director) $0 $287,549 $140,759
Michael Clancy (Chief Counsel) $0 $180,743 $98,563
Andrew Kahn (Chief Counsel) $0 $26,726 $13,487
Steve Brashear (Chief Financial Officer) $0 $183,313 $96,690
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990
Filed on Feb. 22, 2018

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

View Filing
XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,546,942
Expenses
$51,597
Net Income
$5,495,345
Net Assets
-$12,054,930
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,176,755
75.3%
Investment Income $700,467
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$12,403
Net Inventory Sales $0
Other Revenue $682,123
12.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,432,896
Total Liabilities $49,487,826
Net Assets -$12,054,930
Compensation
Key Employees and Officers Compensation Related Other
Michael Bilbrey (Former Association President) $0 $1,200 $0
Benjamin Valdepena (Association President) $0 $600 $0
Dolores Burke (Association 2 Nd Vp) $0 $600 $0
Kerry Woods (Association Secretary) $0 $600 $0
Allan Clark (Past President) $0 $600 $0
Martha Penry (Area Director A) $0 $600 $0
Loretta Kruusmagi (Former Area Director B) $0 $200 $0
Frank Rodriguez (Area Director B) $0 $475 $0
Cynthia Zecher (Former Area Director C) $0 $400 $0
Marcos Gonzalez (Area Director C) $0 $200 $0
Rameldia Mark (Area Director D) $0 $600 $0
Sylvia Diaz (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
John Nieto (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $600 $0
Donald Snyder (Area Director I) $0 $600 $0
Jim King (Area Director K) $0 $600 $0
David Low (Executive Director) $0 $277,248 $132,943
Michael Clancy (Chief Counsel) $0 $203,496 $107,083
Steve Brashear (Chief Financial Officer) $0 $126,637 $66,944
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990
Filed on March 1, 2017

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

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,961,041
Expenses
$10,452,427
Net Income
-$6,491,386
Net Assets
-$16,248,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,401,501
85.9%
Investment Income $568,744
14.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$11,687
Net Inventory Sales $0
Other Revenue $2,483
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,770,435
Total Liabilities $52,018,851
Net Assets -$16,248,416
Compensation
Key Employees and Officers Compensation Related Other
Michael Bilbrey (Association President) $0 $1,200 $0
Benjamin Valdepena (Association 1 St Vp) $0 $600 $0
Dolores Burke (Association 2 Nd Vp) $0 $600 $0
Kerry Woods (Association Secretary) $0 $600 $0
Allan Clark (Past President) $0 $600 $0
Martha Penry (Area Director A) $0 $600 $0
Frank Rodriguez (Area Director B) $0 $300 $0
Cynthia Zecher (Area Director C) $0 $600 $0
Rameldia Mark (Area Director D) $0 $600 $0
Sylvia Diaz (Area Director E) $0 $600 $0
Dale Sorenson (Area Director F) $0 $600 $0
John Nieto (Area Director G) $0 $600 $0
Bill Hagar (Area Director H) $0 $150 $0
Donald Snyder (Area Director I) $0 $600 $0
Jim King (Area Director K) $0 $600 $0
Linda Blanchard (Former Area Director B) $0 $450 $0
Loretta Kruusmagi (Former Area Director B) $0 $150 $0
Carolyn Everett (Former Area Director H) $0 $450 $0
David Low (Executive Director) $0 $275,999 $120,057
Jeff Kumataka (Former Chief Financial Officer) $0 $184,555 $90,225
Michael Clancy (Chief Counsel) $0 $200,025 $96,112
Steve Brashear (Chief Financial Officer) $0 $0 $0
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990
Filed on March 28, 2016

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

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,717,884
Expenses
$2,887,901
Net Income
-$170,017
Net Assets
-$11,161,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,764,000
64.9%
Investment Income $575,948
21.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $376,059
13.8%
Net Inventory Sales $0
Other Revenue $1,877
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $32,065,002
Total Liabilities $43,226,281
Net Assets -$11,161,279

Document Links

990

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

PDF

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,541,818
Expenses
$8,444
Net Income
$4,533,374
Net Assets
-$13,627,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,813,752
84.0%
Investment Income $588,260
13.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $139,101
3.1%
Net Inventory Sales $0
Other Revenue $705
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $26,756,335
Total Liabilities $40,384,197
Net Assets -$13,627,862

Document Links

990

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

PDF

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,262,788
Expenses
$9,449,545
Net Income
-$8,186,757
Net Assets
-$21,143,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,300,000
> 100%
Investment Income $487,446
38.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$525,201
Net Inventory Sales $0
Other Revenue $543
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,254,691
Total Liabilities $41,397,949
Net Assets -$21,143,258

Document Links

990

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

PDF

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$517,311
Expenses
$4,605,742
Net Income
-$4,088,431
Net Assets
-$12,296,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $437,349
84.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $78,945
15.3%
Net Inventory Sales $0
Other Revenue $1,017
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,724,283
Total Liabilities $32,020,942
Net Assets -$12,296,659

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

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

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

Updated