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Credit Unions In The State Of California

South Bay Credit Union

Organization summary

Type of Nonprofit

Designated as a State-chartered credit unions and mutual reserve funds.

Category: Public, Society Benefit — Multipurpose and Other / Credit Unions (NTEE)

Donations to this organization are not tax deductible.

Details

According to its Dec. 2024 tax filing, this nonprofit:

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
$8.86M (2024)

Expenses
$9.74M (2024)

Total Assets
$158M (2024)

Total Liabilities
$145M (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
$8,860,464
Expenses
$9,739,444
Net Income
-$878,980
Net Assets
$13,324,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,418,215
95.0%
Investment Income $442,249
5.0%
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 $989,297
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,381,309
14.2%
Assets/Debt
Total Assets $158,035,979
Total Liabilities $144,711,393
Net Assets $13,324,586
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Paris Chevalier (President/Ceo) $253,311 $0 $4,835
Frank Espinoza (Chief Risk Officer) $213,757 $0 $16,614
Don Steinman (Cfo) $174,137 $0 $11,550
Bernice White (Clo) $133,528 $0 $25,318
Gladys Gallegos (Director Of Ops) $110,503 $0 $14,898
Sandy Duarte (Risk Officer) $104,061 $0 $7,253
Chris Otey (Chairman) $0 $0 $0
Stephanie Ertman (Vice Chairman) $0 $0 $0
Nicole Wesley (Secretary) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Annie Flippo (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Tom Light (Director) $0 $0 $0
Brian Lundin (Director) $0 $0 $0
Tarek Shaer (Director) $0 $0 $0
Dan Inskeep (Spv Cmte Chairman) $0 $0 $0
Angelia Parrish (Spv Cmte Member) $0 $0 $0
Renee Michel (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,170,718
Expenses
$7,829,413
Net Income
$341,305
Net Assets
$13,674,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,632,560
93.4%
Investment Income $538,158
6.6%
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 $936,593
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,433,314
18.3%
Assets/Debt
Total Assets $156,698,184
Total Liabilities $143,023,343
Net Assets $13,674,841
Compensation
Key Employees and Officers Compensation Related Other
Paris Chevalier (President/Ceo) $249,484 $0 $16,002
Frank Espinoza (Chief Risk Officer) $185,052 $0 $12,436
Don Steinman (Cfo) $160,200 $0 $11,450
Bernice White (Clo) $133,246 $0 $20,737
Gladys Gallegos (Director Of Ops) $105,349 $0 $9,001
Sandy Duarte (Risk Officer) $103,262 $0 $6,825
Chris Otey (Chairman) $0 $0 $0
Chuck Garland (Vice Chairman) $0 $0 $0
Stephanie Ertman (Secretary) $0 $0 $0
Annie Flippo (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Tom Light (Director) $0 $0 $0
Tarek Shaer (Director) $0 $0 $0
Brian Lundin (Director) $0 $0 $0
Nicole Wesley (Director) $0 $0 $0
Dan Inskeep (Spv Cmte Chairman) $0 $0 $0
Perry Lynn (Spv Cmte Member) $0 $0 $0
Angelia Parrish (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,174,148
Expenses
$5,687,113
Net Income
$487,035
Net Assets
$12,890,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,737,686
92.9%
Investment Income $436,462
7.1%
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 $676,085
11.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,401,331
24.6%
Assets/Debt
Total Assets $144,521,136
Total Liabilities $131,630,362
Net Assets $12,890,774
Compensation
Key Employees and Officers Compensation Related Other
Frank Espinoza (Chief Risk Officer) $151,870 $0 $9,766
Don Steinman (Cfo) $149,921 $0 $19,240
Paris Chevalier (President/Ceo) $147,000 $0 $12,595
Bernice White (Clo) $121,515 $0 $15,841
Vanessa Alonso (Coo) $105,779 $0 $2,898
Chris Otey (Chairman) $0 $0 $0
Susan Darcy (Vice Chairman) $0 $0 $0
Chuck Garland (Secretary) $0 $0 $0
Jerry Gaines (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Tom Light (Director) $0 $0 $0
Tarek Shaer (Director) $0 $0 $0
Stephanie Ertman (Director) $0 $0 $0
Nikki Wesley (Director) $0 $0 $0
Dan Inskeep (Spv Cmte Chairman) $0 $0 $0
Perry Lynn (Spv Cmte Member) $0 $0 $0
John Stewart (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,439,590
Expenses
$4,771,097
Net Income
$668,493
Net Assets
$13,313,539
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,368,730
98.7%
Investment Income $70,860
1.3%
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 $713,578
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,047,178
21.9%
Assets/Debt
Total Assets $140,051,603
Total Liabilities $126,738,064
Net Assets $13,313,539
Compensation
Key Employees and Officers Compensation Related Other
Maricela Jauregui (Chief Exp Officer) $192,569 $0 $9,243
Don Steinman (Cfo) $151,559 $0 $18,823
Frank Espinoza (Chief Risk Officer) $147,570 $0 $8,537
David Ellings (Clo) $131,646 $0 $15,596
Paris Chevalier (President/Ceo) $75,634 $0 $1,832
Jennifer Oliver (President/Ceo (Former)) $14,600 $0 $1,885
Chris Otey (Chairman) $0 $0 $0
Susan Darcy (Vice Chairman) $0 $0 $0
Chuck Garland (Secretary) $0 $0 $0
Jerry Gaines (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Tom Light (Director) $0 $0 $0
Tarek Shaer (Director) $0 $0 $0
Dan Inskeep (Spv Cmte Chairman) $0 $0 $0
Perry Lynn (Spv Cmte Member) $0 $0 $0
John Stewart (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,984,411
Expenses
$4,979,974
Net Income
$1,004,437
Net Assets
$12,615,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,826,544
97.4%
Investment Income $50,286
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $107,581
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $544,812
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $885,990
17.8%
Assets/Debt
Total Assets $126,193,411
Total Liabilities $113,577,586
Net Assets $12,615,825
Compensation
Key Employees and Officers Compensation Related Other
Maricela Jauregui (Chief Exp Officer) $146,905 $0 $11,318
Don Steinman (Cfo) $141,571 $0 $19,321
Jennifer Oliver (President/Ceo) $133,470 $0 $15,884
David Ellings (Clo) $122,866 $0 $21,189
Chris Otey (Chairman) $0 $0 $0
Susan Darcy (Vice Chairman) $0 $0 $0
Chuck Garland (Secretary) $0 $0 $0
Jerry Gaines (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Stephen Sullivan (Director) $0 $0 $0
Lenny Vallone (Director) $0 $0 $0
Dan Inskeep (Spv Cmte Chairman) $0 $0 $0
Perry Lynn (Spv Cmte Member) $0 $0 $0
John Stewart (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,485,036
Expenses
$4,895,428
Net Income
$589,608
Net Assets
$11,673,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,394,360
98.3%
Investment Income $90,676
1.7%
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 $735,351
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $775,325
15.8%
Assets/Debt
Total Assets $106,118,382
Total Liabilities $94,444,834
Net Assets $11,673,548
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $249,988 $0 $65,483
Don Steinman (Cfo) $133,494 $0 $8,078
David Ellings (Clo) $120,957 $0 $7,749
Maricela Jauregui (Chief Exp Officer) $118,179 $0 $6,688
Frank Espinoza (Vp Risk Management) $112,733 $0 $1,573
Chris Otey (Chairman) $0 $0 $0
Susan Darcy (Vice Chairman) $0 $0 $0
Chuck Garland (Secretary) $0 $0 $0
Jerry Gaines (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Stephen Sullivan (Director) $0 $0 $0
Lenny Vallone (Director) $0 $0 $0
Dan Inskeep (Spv Cmte Chairman) $0 $0 $0
Perry Lynn (Spv Cmte Member) $0 $0 $0
John Stewart (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,854,768
Expenses
$4,285,077
Net Income
$569,691
Net Assets
$11,172,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,770,866
98.3%
Investment Income $83,902
1.7%
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 $660,808
15.4%
Professional Fundraising Fees $0
Other Salaries and Wages $636,474
14.9%
Assets/Debt
Total Assets $112,477,417
Total Liabilities $101,304,681
Net Assets $11,172,736
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $242,526 $0 $58,043
Don Steinman (Cfo) $137,342 $0 $8,804
Maricela Jauregui (Chief Exp Officer) $118,276 $0 $6,693
David Ellings (Clo) $116,495 $0 $7,616
Frank Espinoza (Vp Risk Management) $46,169 $0 $1,060
Chris Otey (Board Chairman) $0 $0 $0
Susan Darcy (Vice Chairman) $0 $0 $0
Lenny Vallone (Secretary) $0 $0 $0
Jerry Gaines (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Stephen Sullivan (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Dan Inskeep (Supv Cmte Chairman) $0 $0 $0
Brian Egan (Supv Cmte Member) $0 $0 $0
Perry Lynn (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,485,114
Expenses
$3,810,071
Net Income
$675,043
Net Assets
$10,584,338
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,354,984
97.1%
Investment Income $130,130
2.9%
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 $534,769
14.0%
Professional Fundraising Fees $0
Other Salaries and Wages $652,814
17.1%
Assets/Debt
Total Assets $101,889,338
Total Liabilities $91,305,000
Net Assets $10,584,338
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $208,694 $0 $34,401
Don Steinman (Vp Finance) $114,622 $0 $7,724
David Ellings (Vp Lending) $107,572 $0 $8,125
Maricela Jauregui (Vp Operations) $103,881 $0 $6,878
Chris Otey (Board Chairman) $0 $0 $0
Susan Darcy (Vice Chairman) $0 $0 $0
Lenny Vallone (Secretary) $0 $0 $0
Jerry Gaines (Director) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Stephen Sullivan (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Dan Inskeep (Supv Cmte Chairman) $0 $0 $0
Brian Egan (Supv Cmte Member) $0 $0 $0
Perry Lynn (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,336,331
Expenses
$3,415,411
Net Income
$920,920
Net Assets
$9,735,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,236,526
97.7%
Investment Income $99,805
2.3%
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 $497,873
14.6%
Professional Fundraising Fees $0
Other Salaries and Wages $479,356
14.0%
Assets/Debt
Total Assets $90,429,966
Total Liabilities $80,694,889
Net Assets $9,735,077
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $199,838 $0 $16,599
Don Steinman (Vp Finance) $107,177 $0 $15,902
Maricela Jauregui (Vp Operations) $101,228 $0 $7,010
David Ellings (Vp Lending) $89,630 $0 $20,834
Jerry Gaines (Board Chairman) $0 $0 $0
Chris Otey (Vice Chairman) $0 $0 $0
Susan Darcy (Secretary) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Marty Dodell (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Lenny Vallone (Director) $0 $0 $0
Perry Lynn (Supv Cmte Chairman) $0 $0 $0
Dan Inskeep (Supv Cmte Member) $0 $0 $0
Ingrid Tsukiyama (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,222,081
Expenses
$3,021,645
Net Income
$1,200,436
Net Assets
$9,090,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,947,733
93.5%
Investment Income $139,794
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $134,554
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $470,614
15.6%
Professional Fundraising Fees $0
Other Salaries and Wages $532,718
17.6%
Assets/Debt
Total Assets $84,833,748
Total Liabilities $75,743,237
Net Assets $9,090,511
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $184,616 $0 $15,532
Don Steinman (Vp Finance) $101,178 $0 $13,849
Maricela Jauregui (Vp Operations) $94,988 $0 $5,307
David Ellings (Vp Lending) $89,832 $0 $14,406
Jerry Gaines (Board Chairman) $0 $0 $0
Chris Otey (Vice Chairman) $0 $0 $0
Susan Darcy (Secretary) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Marty Dodell (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Lenny Vallone (Director) $0 $0 $0
Perry Lynn (Supv Cmte Chairman) $0 $0 $0
Dan Inskeep (Supv Cmte Member) $0 $0 $0
Ingrid Tsukiyama (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,525,894
Expenses
$2,895,291
Net Income
$2,630,603
Net Assets
$7,825,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,436,455
62.2%
Investment Income $168,485
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,893,989
34.3%
Net Inventory Sales $0
Other Revenue $26,965
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $445,787
15.4%
Professional Fundraising Fees $0
Other Salaries and Wages $407,470
14.1%
Assets/Debt
Total Assets $83,437,996
Total Liabilities $75,612,697
Net Assets $7,825,299
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $179,612 $0 $13,168
Don Steinman (Vp Finance) $93,846 $0 $11,892
David Ellings (Vp Lending) $87,942 $0 $13,681
Maricela Jauregui (Vp Operations) $84,387 $0 $4,643
Jerry Gaines (Board Chairman) $0 $0 $0
Chris Otey (Vice Chairman) $0 $0 $0
Susan Darcy (Secretary) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Marty Dodell (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Lenny Vallone (Director) $0 $0 $0
Perry Lynn (Supv Cmte Chairman) $0 $0 $0
Dan Inskeep (Supv Cmte Member) $0 $0 $0
Ingrid Tsukiyama (Supv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,326,188
Expenses
$2,847,387
Net Income
$478,801
Net Assets
$5,316,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,127,387
94.0%
Investment Income $157,306
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,338
0.5%
Net Inventory Sales $0
Other Revenue $25,157
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $373,283
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $500,070
17.6%
Assets/Debt
Total Assets $80,553,712
Total Liabilities $75,237,523
Net Assets $5,316,189
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Oliver (President/Ceo) $157,437 $0 $8,212
Don Steinman (Cfo/Vp Finance) $88,185 $0 $8,741
Maricela Jauregui (Vp Operations) $66,967 $0 $3,677
David Ellings (Vp Lending) $60,694 $0 $13,096
Jerry Gaines (Board Chairman) $0 $0 $0
Mike Parsons (Vice Chairman) $0 $0 $0
Susan Darcy (Secretary) $0 $0 $0
Viki Copeland (Director) $0 $0 $0
Chris Otey (Director) $0 $0 $0
Chuck Garland (Director) $0 $0 $0
Lenny Vallone (Director) $0 $0 $0
Perry Lynn (Supv Cmte Chairman) $0 $0 $0
Ingrid Tsukiyama (Supv Cmte Member) $0 $0 $0
Arthur Friedman (Spv Cmte Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,276,030
Expenses
$3,197,103
Net Income
$78,927
Net Assets
$4,808,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,991,397
91.3%
Investment Income $217,614
6.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $67,019
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $342,191
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $524,469
16.4%
Assets/Debt
Total Assets $79,072,495
Total Liabilities $74,263,741
Net Assets $4,808,754

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,089,452
Expenses
$3,046,729
Net Income
$42,723
Net Assets
$5,147,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,759,545
89.3%
Investment Income $314,619
10.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,288
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $395,801
13.0%
Professional Fundraising Fees $0
Other Salaries and Wages $571,907
18.8%
Assets/Debt
Total Assets $73,872,844
Total Liabilities $68,724,925
Net Assets $5,147,919

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

About This Data

What Is This Data?

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

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

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

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

Which Organizations Are Here?

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

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

Types of Nonprofits

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

Get the Data

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

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

API

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

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