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Heritage Schools Inc

  • Provo, UT
  • Tax-exempt since June 1997
  • EIN: 87-0514958

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: Mental Health, Crisis Intervention / Psychiatric, Mental Health Hospital (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$19.7M (2023)

Expenses
$20.9M (2023)

Total Assets
$1.8M (2023)

Total Liabilities
$4.27M (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,737,780
Expenses
$20,912,543
Net Income
-$1,174,763
Net Assets
-$2,471,708
Notable Sources of Revenue Percent of Total Revenue
Contributions $136,158
0.7%
Program Services $19,601,622
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,543,499
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $12,028,891
57.5%
Assets/Debt
Total Assets $1,800,249
Total Liabilities $4,271,957
Net Assets -$2,471,708
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jamis Leeper (Medical Director) $233,858 $0 $0
Kevin Downs (Chief Executive Officer) $232,680 $0 $0
Keven Curtis (Chief Operating Officer) $212,680 $0 $0
Disa Brock (Nurse Practioner) $205,859 $0 $0
Alex Reid (Digital Services Director) $143,761 $0 $0
Neil Wallace (Executive Director) $130,208 $0 $0
Clint Peterson (Nurse Practioner) $125,228 $0 $0
Gerald Spanos (Current Board Chairman) $124,680 $0 $0
Mckay Livingston (Executive Director) $116,545 $0 $0
Stevenson G Smith (Board Member) $6,825 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Richard Evans (Board Member) $3,500 $0 $0
Jalee Clarke (Board Member) $2,000 $0 $0
James Evans (Board Member) $2,000 $0 $0
Stacy Edgington (Board Member) $2,000 $0 $0
Jini Roby (Board Member) $2,000 $0 $0
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990
Filed on Feb. 20, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,821,164
Expenses
$18,924,598
Net Income
-$1,103,434
Net Assets
-$1,296,945
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,463
0.5%
Program Services $17,725,701
99.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,400,155
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $11,074,921
58.5%
Assets/Debt
Total Assets $2,100,804
Total Liabilities $3,397,749
Net Assets -$1,296,945
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kevin Downs (Chief Executive Officer) $226,565 $0 $0
Jamis Leeper (Medical Director) $217,698 $0 $0
Keven Curtis (Chief Operating Officer) $206,695 $0 $0
Ryan Walton (Admission Director) $143,524 $0 $0
Alex Reid (Digital Services Director) $131,491 $0 $0
Gerald Spanos (Current Board Chairman) $124,278 $0 $0
Disa Brock (Nurse Practioner) $124,160 $0 $0
Neil Wallace (Executive Director) $115,811 $0 $0
Alina Chatterley (Admission Director) $106,448 $0 $0
Stevenson G Smith (Board Member) $6,485 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Richard Evans (Board Member) $3,500 $0 $0
Jalee Clarke (Board Member) $2,000 $0 $0
James Evans (Board Member) $2,000 $0 $0
Stacy Edgington (Board Member) $2,000 $0 $0
Jini Roby (Board Member) $2,000 $0 $0
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990
Filed on May 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,749,522
Expenses
$17,839,906
Net Income
$909,616
Net Assets
-$193,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,890
0.1%
Program Services $16,655,420
88.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,075,212
11.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,018,030
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $10,914,840
61.2%
Assets/Debt
Total Assets $3,381,237
Total Liabilities $3,574,748
Net Assets -$193,511
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jamis Leeper (Medical Director) $201,928 $0 $0
Keven Curtis (Chief Operating Officer) $168,118 $0 $0
Kevin Downs (Chief Executive Officer) $163,264 $0 $0
Gerald Spanos (Current Board Chairman) $127,145 $0 $0
Alex Reid (Digital Services Director) $123,685 $0 $0
Neil Wallace (Executive Director) $113,027 $0 $0
Disa Brock (Nurse Practioner) $101,913 $0 $0
Stevenson G Smith (Board Member) $6,450 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Richard Evans (Board Member) $3,000 $0 $0
Richard Taggert (Board Member) $2,000 $0 $0
Jalee Clarke (Board Member) $2,000 $0 $0
James Evans (Board Member) $2,000 $0 $0
Stacy Edgington (Board Member) $0 $0 $0
Jini Roby (Board Member) $0 $0 $0
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990
Filed on May 5, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,526,702
Expenses
$17,146,559
Net Income
-$619,857
Net Assets
-$1,103,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $357,917
2.2%
Program Services $16,168,777
97.8%
Investment Income $8
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 $761,150
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $10,229,165
59.7%
Assets/Debt
Total Assets $5,609,178
Total Liabilities $6,712,305
Net Assets -$1,103,127
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Jamis Leeper (Medical Director) $190,574 $0 $0
Keven Curtis (Chief Operating Officer) $156,306 $0 $0
Kevin Downs (Executive Director) $144,867 $0 $0
Alex Reid (Digital Services Director) $121,095 $0 $0
Gerald Spanos (Ceo/Current Board Chairman) $116,308 $0 $0
Brad Jackman (Board Member) $7,000 $0 $0
Richard Evans (Board Member) $7,000 $0 $0
Stevenson G Smith (Board Member) $6,000 $0 $7,139
Richard Taggert (Board Member) $4,000 $0 $0
Jalee Clarke (Board Member) $4,000 $0 $0
James Evans (Board Member) $4,000 $0 $0
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990
Filed on May 12, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,170,653
Expenses
$16,447,723
Net Income
$1,722,930
Net Assets
-$483,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,816,822
10.0%
Program Services $16,353,656
90.0%
Investment Income $175
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 $454,886
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,680,518
Total Liabilities $5,163,788
Net Assets -$483,270
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Keven Curtis (Chief Operating Officer) $155,397 $0 $20,900
Kevin Downs (Executive Director) $145,809 $0 $22,270
Gerald Spanos (Ceo/Current Board Chairman) $125,680 $0 $2,516
Brad Jackman (Board Member) $7,000 $0 $0
Richard Evans (Board Member) $7,000 $0 $0
Stevenson G Smith (Board Member) $6,000 $0 $0
Richard Taggert (Board Member) $4,000 $0 $0
Jalee Clarke (Board Member) $4,000 $0 $0
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990
Filed on May 14, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,059,511
Expenses
$8,058,127
Net Income
$1,384
Net Assets
-$2,206,200
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,148
0.3%
Program Services $8,032,352
99.7%
Investment Income $11
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 $192,663
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $4,971,987
61.7%
Assets/Debt
Total Assets $4,046,538
Total Liabilities $6,252,738
Net Assets -$2,206,200

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,960,295
Expenses
$15,115,953
Net Income
-$155,658
Net Assets
-$2,207,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $270,132
1.8%
Program Services $14,690,128
98.2%
Investment Income $35
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 $339,139
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $9,319,396
61.7%
Assets/Debt
Total Assets $4,284,863
Total Liabilities $6,492,447
Net Assets -$2,207,584
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gerald Spanos (Ceo/Current Board Chairman) $121,106 $0 $7,328
Kevin Curtis (Chief Operating Officer) $103,046 $0 $17,465
Keven Downs (Executive Director) $94,746 $0 $13,453
Richard Evans (Board Member) $9,741 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Stevenson G Smith (Board Member) $3,000 $0 $0
Richard Taggert (Board Member) $2,000 $0 $0
Jalee Clarke (Board Member) $2,000 $0 $0
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990
Filed on Nov. 14, 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
$14,912,473
Expenses
$14,841,322
Net Income
$71,151
Net Assets
-$2,051,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,678
1.4%
Program Services $14,697,795
98.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $354,985
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $9,137,979
61.6%
Assets/Debt
Total Assets $4,420,785
Total Liabilities $6,472,711
Net Assets -$2,051,926
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Gerald Spanos (Ceo/Current Board Chairman) $140,477 $0 $18,787
Keven Curtis (Chief Operating Officer) $101,175 $0 $12,743
Kevin Downs (Executive Director) $91,294 $0 $12,632
Stevenson G Smith (Board Member) $9,255 $0 $0
Richard Evans (Board Member) $6,544 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Richard Taggert (Board Member) $2,000 $0 $0
Jalee Clarke (Board Member) $740 $0 $0
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990
Filed on Nov. 15, 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
$15,368,813
Expenses
$15,644,640
Net Income
-$275,827
Net Assets
-$2,123,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,368,813
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $86,538
0.6%
Professional Fundraising Fees $0
Other Salaries and Wages $8,994,085
57.5%
Assets/Debt
Total Assets $4,219,669
Total Liabilities $6,342,746
Net Assets -$2,123,077
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paul Francom (Nurse Practitioner) $116,075 $0 $10,157
Kevin Downs (Executive Director) $33,668 $37,782 $15,962
Gerald Spanos (Ceo/Current Board Chairman) $19,522 $102,596 $20,543
Keven Curtis (Chief Operating Officer) $13,541 $44,452 $10,082
Stevenson G Smith (Board Member) $8,200 $0 $0
Richard Evans (Board Member) $5,367 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Richard Taggert (Board Member) $2,000 $0 $0
Jalee Clarke (Board Member) $740 $0 $0
Jeremy Brown (Chief Financial Offic) $0 $71,181 $8,645
Annetta Conder (Human Resource) $0 $75,113 $10,222
Ernie Taylor (Clinical Director) $0 $52,682 $4,264
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990
Filed on Nov. 15, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,931,437
Expenses
$15,528,158
Net Income
-$596,721
Net Assets
-$1,847,250
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,931,437
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $8,870,977
57.1%
Assets/Debt
Total Assets $4,217,942
Total Liabilities $6,065,192
Net Assets -$1,847,250
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Derry Brinley (Psychiatrist) $136,612 $0 $5,272
Paul Francom (Nurse Practitioner) $116,017 $0 $9,684
Stevenson G Smith (Board Member) $8,095 $0 $0
Richard Evans (Board Member) $3,825 $0 $0
Brad Jackman (Board Member) $3,000 $0 $0
Pat Davis (Board Member/Secretary) $2,000 $0 $0
Heidi Camp (Board Member) $2,000 $0 $0
Richard Taggert (Board Member) $2,000 $0 $0
Gerald Spanos (Ceo/Current Board Chairman) $0 $132,386 $13,087
Jeremy Brown (Chief Financial Officer) $0 $138,972 $18,935
Annetta Conder (Human Resource) $0 $125,506 $29,360
Ernie Taylor (Clinical Director) $0 $124,999 $25,616
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990
Filed on Nov. 16, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,733,568
Expenses
$15,248,103
Net Income
-$514,535
Net Assets
-$1,267,160
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,733,534
100.0%
Investment Income $34
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 $8,970,046
58.8%
Assets/Debt
Total Assets $4,150,105
Total Liabilities $5,417,265
Net Assets -$1,267,160
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Derry Brinley (Psychiatrist) $207,001 $0 $16,307
Paul Francom (Nurse Practitioner) $118,374 $0 $9,810
Richard Evans (Board Member) $9,355 $0 $0
Stevenson G Smith (Board Member) $7,250 $0 $0
Brad Jackman (Board Member) $3,500 $0 $0
Heidi Camp (Board Member) $2,500 $0 $0
Richard Taggert (Board Member) $2,500 $0 $0
Pat Davis (Board Member/Secretary) $2,000 $0 $0
Jerry Spanos (Ceo/Current Board Chairman) $0 $121,550 $15,934
Jeremy Brown (Chief Financial Officer) $0 $146,423 $22,904
Annetta Conder (Human Resource) $0 $132,865 $24,017
Ernie Taylor (Clinical Director) $0 $138,929 $22,673
Glen Zaugg (Former Ceo/Former Board Member) $0 $253,599 $81,735
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990
Filed on Nov. 17, 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
$16,716,508
Expenses
$17,377,320
Net Income
-$660,812
Net Assets
-$752,626
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,716,424
100.0%
Investment Income $84
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 $205,769
1.2%
Professional Fundraising Fees $0
Other Salaries and Wages $9,825,091
56.5%
Assets/Debt
Total Assets $4,091,580
Total Liabilities $4,844,206
Net Assets -$752,626

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
$17,774,542
Expenses
$17,968,616
Net Income
-$194,074
Net Assets
-$91,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $500
0.0%
Program Services $17,773,451
100.0%
Investment Income $591
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 $237,125
1.3%
Professional Fundraising Fees $0
Other Salaries and Wages $9,802,817
54.6%
Assets/Debt
Total Assets $3,807,073
Total Liabilities $3,898,887
Net Assets -$91,814

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
PDF (2 of 2)

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 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