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Gemological Institute Of America Inc

  • Carlsbad, CA
  • Tax-exempt since Nov. 1998
  • EIN: 95-3797687

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: Educational Institutions and Related Activities / Adult, Continuing Education (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2022 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
$291M (2022)

Expenses
$301M (2022)

Total Assets
$677M (2022)

Total Liabilities
$57.3M (2022)

Source: Form 990 tax filings from 2011 to 2022

Tax Filings and Audits 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.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$291,055,082
Expenses
$301,469,731
Net Income
-$10,414,649
Net Assets
$619,340,606
Notable Sources of Revenue Percent of Total Revenue
Contributions $554,874
0.2%
Program Services $167,292,747
57.5%
Investment Income $26,957,007
9.3%
Bond Proceeds $0
Royalties $90,426,716
31.1%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,774,636
1.6%
Net Inventory Sales $1,633,349
0.6%
Other Revenue -$584,247
Notable Expenses Percent of Total Expenses
Executive Compensation $6,502,804
2.2%
Professional Fundraising Fees $0
Other Salaries and Wages $114,193,881
37.9%
Assets/Debt
Total Assets $676,668,895
Total Liabilities $57,328,289
Net Assets $619,340,606
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $936,257 $0 $58,321
Thomas Moses (Executive Vp) $912,048 $0 $53,028
David Tearle (Svp & Cfo) $668,255 $0 $51,133
Pritesh Patel (Svp & Coo) $646,409 $0 $52,645
Anna Martin (Svp, Institute Relations) $594,324 $0 $50,338
Jennifer Wilson (Svp, General Counsel) $575,099 $0 $51,105
Mark Buntz (Svp, Cmo (Thru 10/2022)) $467,163 $0 $45,961
Duncan Pay (Svp, Chief Academic Officer) $440,404 $0 $49,403
John Hall (Vp & Cio) $438,526 $0 $60,602
Phillip Yantzer (Vp, Laboratory Operations) $424,214 $0 $46,179
Elizabeth Keating (Vp, Chief Ethics/Compl Officer) $423,961 $0 $50,032
Lisa Biggs (Vp, Chief Accounting Officer) $410,001 $0 $25,629
Lucy Xia (Vp, Transformation Operations) $405,319 $0 $54,142
David Lin (Vp, Chief Info Sec Officer) $395,908 $0 $51,077
Lisa Garris (Vp, Human Resources) $342,576 $0 $42,314
Dione D Kenyon (Governor (Thru 11/2022)) $43,202 $0 $0
Thomas Insley (Governor (Thru 11/2022)) $39,702 $0 $0
Barbara Sawrey (Governor (Thru 11/2022)) $35,202 $0 $0
Barbara Dutrow (Governor) $35,000 $0 $0
Lisa Locklear (Governor) $35,000 $0 $0
Stephen Kahler (Governor) $35,000 $0 $0
John Valley (Governor) $31,500 $0 $0
Patricia Ann Kikuko Harvey (Governor) $31,500 $0 $0
Elliot Tannenbaum (Governor (Thru 11/2022)) $28,202 $0 $0
Dave Bindra (Governor) $28,000 $0 $0
See filing for compensation of 8 other people →
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Document Links

990
Filed on Nov. 15, 2023

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$358,372,109
Expenses
$253,285,739
Net Income
$105,086,370
Net Assets
$699,611,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $658,727
0.2%
Program Services $203,953,543
56.9%
Investment Income $41,887,518
11.7%
Bond Proceeds $0
Royalties $95,489,840
26.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,561,445
4.3%
Net Inventory Sales $1,467,514
0.4%
Other Revenue -$646,478
Notable Expenses Percent of Total Expenses
Executive Compensation $5,226,324
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $108,444,161
42.8%
Assets/Debt
Total Assets $751,479,213
Total Liabilities $51,868,011
Net Assets $699,611,202
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Moses (Executive Vp) $721,341 $0 $50,837
Susan Jacques (President/Ceo) $715,457 $0 $57,779
Anna Martin (Svp, Global Development) $535,295 $0 $49,519
David Tearle (Svp & Cfo) $531,956 $0 $50,276
Pritesh Patel (Svp & Coo) $473,842 $0 $51,071
Jennifer Wilson (Svp, General Counsel) $447,241 $0 $51,019
Elizabeth Keating (Vp, Chief Ethics/Compl Officer) $381,795 $0 $49,398
Mark Buntz (Svp, Chief Marketing Officer) $380,082 $0 $48,062
Duncan Pay (Svp, Chief Academic Officer) $365,713 $0 $48,641
John Hall (Vp & Cio) $358,292 $0 $58,537
Phillip Yantzer (Vp, Laboratory Services) $351,437 $0 $44,987
Wuyi Wang (Vp, Research & Development) $347,389 $0 $48,787
Lucy Xia (Vp, Global Lab Planning) $334,617 $0 $49,228
David Lin (Vp, Chief Info Sec Officer) $333,928 $0 $45,490
Lisa Garris (Vp, Human Resources) $272,339 $0 $39,912
Susan Schindelar (Former Key Employee) $189,307 $0 $0
Dione D Kenyon (Governor) $35,500 $0 $0
Thomas Insley (Governor) $32,500 $0 $0
Barbara Dutrow (Governor) $29,000 $0 $0
Stephen Kahler (Governor) $29,000 $0 $0
Lisa Locklear (Governor) $29,000 $0 $0
Barbara Sawrey (Governor) $29,000 $0 $0
John Valley (Governor) $26,000 $0 $0
Patricia Ann Kikuko Harvey (Governor) $24,750 $0 $0
Amit Dhamani (Governor (Thru 11/2021)) $23,512 $0 $0
See filing for compensation of 8 other people →
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Document Links

990
Filed on Nov. 15, 2022

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,112,976
Expenses
$213,727,144
Net Income
-$11,614,168
Net Assets
$585,828,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $347,414
0.2%
Program Services $133,630,247
66.1%
Investment Income $16,522,101
8.2%
Bond Proceeds $0
Royalties $43,556,790
21.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,055,516
3.5%
Net Inventory Sales $941,901
0.5%
Other Revenue $59,007
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,833,177
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $85,875,386
40.2%
Assets/Debt
Total Assets $629,848,234
Total Liabilities $44,019,961
Net Assets $585,828,273
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $658,100 $0 $55,681
Thomas Moses (Executive Vp) $652,173 $0 $51,341
David Tearle (Svp & Cfo) $492,981 $0 $49,806
Anna Martin (Svp, Global Development) $462,160 $0 $49,335
Pritesh Patel (Svp & Coo) $440,955 $0 $50,996
John King (Chief Quality Officer (Outgoing)) $423,017 $0 $36,876
Jennifer Wilson (Svp, General Counsel) $413,385 $0 $52,509
Susan Schindelar (Vp, Global Marketing (Outgoing)) $339,677 $0 $47,679
Elizabeth Keating (Vp, Chief Ethics/Compl Officer) $325,747 $0 $49,072
John Hall (Vp & Cio) $314,436 $0 $55,033
Duncan Pay (Vp, Chief Academic Officer) $311,264 $0 $47,402
Phillip Yantzer (Vp, Laboratory Services) $303,633 $0 $53,760
Wuyi Wang (Vp, Research & Development) $298,985 $0 $56,683
Mark Buntz (Svp, Chief Marketing Officer) $295,178 $0 $47,232
Rosanne Sawyer (Vp, Chief Hr Officer (Outgoing)) $276,149 $0 $42,950
Lisa Garris (Vp, Human Resources) $213,085 $0 $43,447
Dione D Kenyon (Governor) $28,000 $0 $0
Thomas Insley (Governor) $25,500 $0 $0
Barbara Dutrow (Governor) $23,000 $0 $0
Stephen Kahler (Governor) $23,000 $0 $0
Lisa Locklear (Governor) $23,000 $0 $0
Barbara Sawrey (Governor) $23,000 $0 $0
John Valley (Governor) $20,500 $0 $0
Amit Dhamani (Governor) $18,000 $0 $0
Patricia Ann Kikuko Harvey (Governor) $18,000 $0 $0
See filing for compensation of 6 other people →
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Document Links

990
Filed on Nov. 15, 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
$261,685,370
Expenses
$236,292,504
Net Income
$25,392,866
Net Assets
$582,132,661
Notable Sources of Revenue Percent of Total Revenue
Contributions $272,147
0.1%
Program Services $172,857,298
66.1%
Investment Income $23,265,446
8.9%
Bond Proceeds $0
Royalties $58,192,819
22.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,760,892
1.8%
Net Inventory Sales $2,160,956
0.8%
Other Revenue $175,812
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,860,482
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $92,473,450
39.1%
Assets/Debt
Total Assets $624,583,382
Total Liabilities $42,450,721
Net Assets $582,132,661
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $744,707 $0 $56,982
Thomas Moses (Executive Vp) $739,603 $0 $50,565
David Tearle (Svp & Cfo) $556,976 $0 $48,397
Anna Martin (Svp, Global Development) $513,233 $0 $51,065
Pritesh Patel (Svp & Coo) $499,098 $0 $52,336
Jennifer Wilson (Svp, General Counsel) $468,268 $0 $51,095
Elizabeth Keating (Vp, Chief Ethics/Compl Officer) $362,754 $0 $48,325
Kathryn Kimmel (Svp, Chief Mktg Officer (Outgoing)) $354,123 $0 $32,107
John King (Chief Quality Officer) $340,135 $0 $48,182
Phillip Yantzer (Vp, Laboratory Services) $334,076 $0 $55,055
Wuyi Wang (Vp, Research & Development) $330,459 $0 $57,793
Matthew Hall (Vp, Lab Operations) $327,941 $0 $48,702
Lisa Biggs (Vp, Corp Controller) $324,727 $0 $20,768
Duncan Pay (Vp, Chief Academic Officer) $319,832 $0 $46,629
Dione D Kenyon (Governor) $28,000 $0 $0
Thomas Insley (Governor) $25,500 $0 $0
Thomas Yang (Governor (Thru 11/2019)) $23,888 $0 $0
Stephen Kahler (Governor) $23,000 $0 $0
Lisa Locklear (Governor) $23,000 $0 $0
Barbara Sawrey (Governor) $23,000 $0 $0
John Valley (Governor) $20,500 $0 $0
Amit Dhamani (Governor) $18,000 $0 $0
Barbara Dutrow (Governor) $18,000 $0 $0
Patricia Ann Kikuko Harvey (Governor) $18,000 $0 $0
R Andrew Johnson (Governor) $18,000 $0 $0
See filing for compensation of 5 other people →
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990
Filed on Nov. 16, 2020

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$242,633,636
Expenses
$236,963,746
Net Income
$5,669,890
Net Assets
$526,855,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $319,043
0.1%
Program Services $197,530,930
81.4%
Investment Income $8,252,863
3.4%
Bond Proceeds $0
Royalties $40,250,479
16.6%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $870,269
0.4%
Net Inventory Sales $1,627,341
0.7%
Other Revenue -$6,217,289
Notable Expenses Percent of Total Expenses
Executive Compensation $7,446,208
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $88,571,816
37.4%
Assets/Debt
Total Assets $570,820,931
Total Liabilities $43,965,453
Net Assets $526,855,478
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $764,117 $0 $51,569
Thomas Moses (Executive Vp) $736,635 $0 $45,304
David Tearle (Svp & Cfo) $535,346 $0 $42,788
Anna Martin (Svp, Global Development) $496,768 $0 $43,304
Pritesh Patel (Svp & Coo) $496,138 $0 $51,263
Jennifer Wilson (Svp, General Counsel) $463,657 $0 $41,396
Kathryn Kimmel (Svp, Chief Mktg Officer) $382,167 $0 $31,620
Zeeshan Kazmi (Chief Info Security Officer) $323,777 $0 $53,613
Phillip Yantzer (Vp, Laboratory Services) $321,349 $0 $49,965
Wuyi Wang (Vp, Research & Development) $317,692 $0 $52,862
Elizabeth Keating (Vp, Compliance & Ethics) $312,276 $0 $41,923
Lisa Biggs (Vp, Corp Controller) $312,024 $0 $23,664
Susan Schindelar (Vp, Global Marketing) $309,822 $0 $52,768
John King (Chief Quality Officer) $308,021 $0 $44,082
Matthew Hall (Vp, Lab Operations) $304,808 $0 $47,381
Duncan Pay (Vp, Chief Acad Officer) $304,000 $0 $47,507
Lucy Xia (Vp, Global Lab Plng) $303,743 $0 $48,940
Beverly Hori (Svp, Education (Outgoing)) $291,519 $0 $28,656
Rohit Tandon (Chief Hr Officer (Outgoing)) $287,671 $0 $3,058
Stephen Morisseau (Director, Corp Communications) $278,717 $0 $42,990
John Hall (Vp, Global Infrastructure Svcs) $278,698 $0 $47,770
Jared Giangiulio (Sr Director, Global Re & Bus Sys) $245,812 $0 $23,065
Matt Crimmin (Vp, Product Development (Outgoing)) $241,451 $0 $25,515
Theresa Mogavero (Former Key Employee) $132,281 $0 $0
Dione D Kenyon (Governor) $28,000 $0 $0
See filing for compensation of 14 other people →
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Document Links

990
Filed on Nov. 15, 2019

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,593,953
Expenses
$218,894,817
Net Income
$64,699,136
Net Assets
$540,438,728
Notable Sources of Revenue Percent of Total Revenue
Contributions $606,362
0.2%
Program Services $170,821,736
60.2%
Investment Income $4,893,555
1.7%
Bond Proceeds $0
Royalties $104,560,241
36.9%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,570,633
0.6%
Net Inventory Sales $804,063
0.3%
Other Revenue $337,363
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,716,345
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $83,837,673
38.3%
Assets/Debt
Total Assets $580,020,223
Total Liabilities $39,581,495
Net Assets $540,438,728
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Thomas Moses (Executive Vp) $902,022 $0 $40,107
Susan Jacques (President/Ceo) $652,768 $0 $47,595
David Tearle (Svp & Cfo) $495,761 $0 $39,625
Anna Martin (Svp, Global Development) $464,932 $0 $38,607
Kathryn Kimmel (Svp, Chief Mktg Officer) $455,349 $0 $31,677
Beverly Hori (Svp, Education) $435,295 $0 $34,204
Pritesh Patel (Svp & Coo) $416,692 $0 $47,303
Jennifer Wilson (Svp, General Counsel) $386,896 $0 $33,190
Lucy Xia (Vp, Global Lab Plng) $351,244 $0 $45,323
Wuyi Wang (Vp, Research & Development) $332,292 $0 $48,481
John King (Chief Quality Officer) $330,222 $0 $39,338
Theresa Mogavero (Vp, Global Ed Ops (Outgoing)) $326,043 $0 $25,192
Lisa Biggs (Vp, Corp Controller) $314,760 $0 $28,178
Susan Schindelar (Vp, Global Marketing) $308,814 $0 $48,636
Phillip Yantzer (Vp, Laboratory Services) $305,474 $0 $45,640
Matt Crimmin (Vp, Product Development) $296,113 $0 $29,445
Katherine Andrews (Vp, Compl & Ethics (Outgoing)) $296,003 $0 $5,300
Rohit Tandon (Chief Hr Officer (Outgoing)) $289,268 $0 $39,885
Zeeshan Kazmi (Chief Info Security Officer) $287,453 $0 $47,866
Mark Mann (Sr Dir, Global Jma (Outgoing)) $274,561 $0 $25,688
Shane Mcclure (Global Director, Clrd Stones) $269,701 $0 $36,637
John Hall (Vp, Global Infrastructure Svcs) $249,457 $0 $44,512
Duncan Pay (Vp, Chief Acad Officer) $245,088 $0 $40,932
Barbara Sawrey (Governor) $29,563 $0 $0
Dione D Kenyon (Governor) $28,000 $0 $0
See filing for compensation of 14 other people →
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Document Links

990
Filed on Nov. 15, 2018

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$251,736,087
Expenses
$211,502,759
Net Income
$40,233,328
Net Assets
$464,189,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,249,239
0.5%
Program Services $166,328,852
66.1%
Investment Income $3,919,184
1.6%
Bond Proceeds $0
Royalties $79,192,199
31.5%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $408,576
0.2%
Net Inventory Sales $741,224
0.3%
Other Revenue -$103,187
Notable Expenses Percent of Total Expenses
Executive Compensation $4,812,317
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $80,951,347
38.3%
Assets/Debt
Total Assets $509,527,893
Total Liabilities $45,338,737
Net Assets $464,189,156
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $527,752 $0 $44,637
Thomas Moses (Executive Vp) $505,578 $0 $37,224
David Tearle (Svp & Cfo) $384,820 $0 $35,852
Anna Martin (Svp, Global Devlpmt) $373,969 $0 $34,374
Beverly Hori (Svp, Education) $353,861 $0 $31,405
Kathryn Kimmel (Svp, Chief Mktg Officer) $302,524 $0 $29,265
Jennifer Wilson (Vp, Corp Counsel) $278,816 $0 $29,276
Katherine Andrews (Vp, Compl & Ethics) $273,006 $0 $44,336
Pritesh Patel (Chief Info Officer) $263,451 $0 $41,984
Rohit Tandon (Chief Hr Officer) $256,023 $0 $32,361
Lisa Biggs (Vp, Corp Controller) $254,385 $0 $27,378
Wuyi Wang (Director, R&D) $238,998 $0 $41,088
Susan Schindelar (Vp, Global Mktg) $229,262 $0 $39,927
Stephen Morisseau (Dir, Corp Commns) $229,193 $0 $37,402
Theresa Mogavero (Vp, Global Ed Ops) $221,634 $0 $26,165
Gabriel Alayon Ormaza (Mgr, Israel Lab Svcs) $219,020 $0 $16,356
Matt Crimmin (Vp, Reg Lab Ops) $217,613 $0 $27,936
Cynthia Sanders (Vp, Corp Svcs Outgoing) $216,505 $0 $95,964
Lucy Xia (Vp, Global Lab Plng) $215,815 $0 $35,340
Phillip Yantzer (Vp, Laboratory Svcs) $209,642 $0 $36,076
John A Green (Governor) $28,000 $0 $0
Hank B Siegel (Governor (Through 11 14 16)) $23,570 $0 $0
Aron Suna (Governor (Through 11 14 16)) $23,565 $0 $0
Lisa Locklear (Governor) $23,000 $0 $0
James P Shinehouse (Governor) $23,000 $0 $0
See filing for compensation of 11 other people →
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Document Links

990
Filed on Nov. 15, 2017

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,900,074
Expenses
$193,153,051
Net Income
$13,747,023
Net Assets
$412,738,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $448,757
0.2%
Program Services $157,767,279
76.3%
Investment Income $4,177,570
2.0%
Bond Proceeds $0
Royalties $38,630,386
18.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,877,484
1.9%
Net Inventory Sales $1,763,032
0.9%
Other Revenue $235,566
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,618,659
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $76,579,190
39.6%
Assets/Debt
Total Assets $464,538,773
Total Liabilities $51,800,334
Net Assets $412,738,439
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $588,507 $0 $43,954
Thomas Moses (Executive Vp) $500,575 $0 $35,145
David Tearle (Svp & Cfo) $380,491 $0 $37,802
Anna Martin (Svp, Global Devlpmt) $370,310 $0 $20,447
Beverly Hori (Svp, Education) $351,159 $0 $29,873
Kathryn Kimmel (Svp, Chief Mktg Officer) $304,556 $0 $27,524
Jennifer Wilson (Vp, Corp Counsel) $274,748 $0 $27,561
Katherine Andrews (Vp, Compl & Ethics) $270,243 $0 $41,038
John M King (Chief Qlty Officer) $238,116 $0 $30,095
Gabriel Alayon Ormaza (Mgr, Israel Lab Svcs) $228,359 $0 $5,015
Susan Schindelar (Vp, Global Mktg) $226,920 $0 $36,645
Wuyi Wang (Director, R&D) $226,543 $0 $35,342
Lisa Biggs (Vp, Corp Controller) $222,097 $0 $23,199
Rohit Tandon (Chief Hr Officer) $221,355 $0 $23,849
Stephen Morisseau (Dir., Public Relations) $215,779 $0 $34,623
Matt Crimmin (Vp, Reg Lab Ops) $214,030 $0 $34,511
Lucy Xia (Vp, Global Lab Plng) $213,625 $0 $33,402
Theresa Mogavero (Vp, Global Ed Ops) $213,470 $0 $22,422
Phillip Yantzer (Vp, Laboratory Svcs) $207,526 $0 $34,204
Cynthia Sanders (Vp, Corp Svcs) $197,378 $0 $22,093
Rodney C Ewing (Governor (Through 11/09/2015)) $8,024 $0 $0
John A Green (Governor) $7,500 $0 $0
Thomas Insley (Governor) $7,500 $0 $0
Lisa Locklear (Governor) $7,500 $0 $0
Barbara Sawrey (Governor) $7,500 $0 $0
See filing for compensation of 10 other people →
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Document Links

990
Filed on Nov. 8, 2016

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
Audits

Audit for a nonprofit that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,538,456
Expenses
$191,290,505
Net Income
$63,247,951
Net Assets
$424,778,031
Notable Sources of Revenue Percent of Total Revenue
Contributions $386,771
0.2%
Program Services $192,280,742
75.5%
Investment Income $4,209,014
1.7%
Bond Proceeds $0
Royalties $54,216,832
21.3%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,522,076
0.6%
Net Inventory Sales $1,570,937
0.6%
Other Revenue $352,084
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $4,517,407
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $75,012,202
39.2%
Assets/Debt
Total Assets $469,153,552
Total Liabilities $44,375,521
Net Assets $424,778,031
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Susan Jacques (President/Ceo) $642,727 $0 $47,443
Donna Baker (Former Officer) $631,261 $0 $0
Thomas Moses (Executive Vp) $584,855 $0 $35,058
David Tearle (Svp & Cfo) $441,949 $0 $39,949
Beverly Hori (Svp, Education) $405,963 $0 $31,839
Kathryn Kimmel (Svp, Chief Mktg Officer) $345,226 $0 $29,876
Jennifer Wilson (Vp, Corp Counsel) $280,574 $0 $25,529
Matt Crimmin (Vp, Reg. Lab Ops) $272,085 $0 $16,101
Lisa Biggs (Vp, Corp. Controller) $254,650 $0 $25,817
Susan Schindelar (Vp, Global Mktg.) $250,928 $0 $39,134
Linda Ellis (Vp, Advancement) $250,557 $0 $22,337
Wuyi Wang (Director, R&D) $245,591 $0 $39,047
Donald J Foster (Chief Info. Officer Outgoing) $245,025 $0 $202,417
Lucy Xia (Vp, Global Lab Plng) $239,881 $0 $31,388
Phillip Yantzer (Vp, Laboratory Services) $239,394 $0 $40,299
Stephen Morisseau (Dir., Public Relations) $236,889 $0 $44,639
John M King (Chief Qlty. Officer) $232,487 $0 $32,422
Cynthia Sanders (Vp, Corp Srvcs) $221,892 $0 $24,378
Daniel Yun (Dir., Special Projects) $215,212 $0 $19,096
Mark Nechita (Former Key Employee) $195,231 $0 $0
Jeffrey H Fischer (Governor (Through 11/11/2014)) $8,113 $0 $0
Rodney C Ewing (Governor) $7,500 $0 $0
John A Green (Governor) $7,500 $0 $0
Thomas Insley (Governor) $7,500 $0 $0
Lisa Locklear (Governor) $7,500 $0 $0
See filing for compensation of 12 other people →
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Document Links

990
Filed on Nov. 11, 2015

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$197,988,688
Expenses
$157,573,269
Net Income
$40,415,419
Net Assets
$358,733,398
Notable Sources of Revenue Percent of Total Revenue
Contributions $463,616
0.2%
Program Services $167,113,416
84.4%
Investment Income $5,470,555
2.8%
Bond Proceeds $0
Royalties $22,253,056
11.2%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,342,403
1.2%
Net Inventory Sales $996,070
0.5%
Other Revenue -$650,428
Notable Expenses Percent of Total Expenses
Executive Compensation $3,787,575
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $66,773,253
42.4%
Assets/Debt
Total Assets $399,254,206
Total Liabilities $40,520,808
Net Assets $358,733,398
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Donna Baker (President Outgoing) $679,383 $0 $709,977
Thomas Moses (Senior Vice President) $526,347 $0 $36,684
David Tearle (Vp & Cfo) $397,228 $0 $39,012
Beverly Hori (Vp, Education) $367,117 $0 $31,149
Kathryn Kimmel (Vp, Chief Mktg Officer) $299,975 $0 $26,776
Richard Summers (Vp, Cont Improvement Outgoing) $281,335 $0 $101,443
Mark Nechita (Vp, Human Resources Outgoing) $268,446 $0 $231,245
Linda Ellis (Vp, Chief Advmt Officer) $243,609 $0 $22,060
John M King (Chief Qlty Officer) $237,102 $0 $32,387
Susan Schindelar (Dir., Global Mktg) $228,618 $0 $39,209
Connie Wedel (Dir., Global Hr) $227,939 $0 $20,559
Mark Juliar (Dir., Global Ed. Comp.) $227,179 $0 $8,202
Stephen Morisseau (Dir., Public Relations) $227,017 $0 $38,289
Phillip Yantzer (Vp, Laboratory Services) $223,201 $0 $38,371
Susan Jacques (President) $221,846 $0 $0
Cynthia Sanders (Vp, Corp Srvcs) $211,588 $0 $22,755
Linda Scholl (Former Key Employee) $192,480 $0 $4,341
Rodney C Ewing (Governor) $6,000 $0 $0
John A Green (Governor) $6,000 $0 $0
Thomas Insley (Governor) $6,000 $0 $0
Paul Kreutz (Governor) $6,000 $0 $0
Lisa Locklear (Governor) $6,000 $0 $0
Barbara Sawrey (Governor) $6,000 $0 $0
Hank B Siegel (Governor) $6,000 $0 $0
Aron Suna (Governor) $6,000 $0 $0
See filing for compensation of 8 other people →
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Document Links

990
Filed on Nov. 14, 2014

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,296,915
Expenses
$157,524,655
Net Income
$22,772,260
Net Assets
$299,612,834
Notable Sources of Revenue Percent of Total Revenue
Contributions $243,742
0.1%
Program Services $145,128,544
80.5%
Investment Income $3,589,378
2.0%
Bond Proceeds $0
Royalties $30,720,961
17.0%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $475,872
0.3%
Net Inventory Sales $1,168,876
0.6%
Other Revenue -$1,030,458
Notable Expenses Percent of Total Expenses
Executive Compensation $3,774,058
2.4%
Professional Fundraising Fees $0
Other Salaries and Wages $56,970,567
36.2%
Assets/Debt
Total Assets $414,066,168
Total Liabilities $114,453,334
Net Assets $299,612,834

Document Links

990

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$180,012,048
Expenses
$131,101,136
Net Income
$48,910,912
Net Assets
$269,861,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $340,850
0.2%
Program Services $153,997,991
85.5%
Investment Income $3,559,300
2.0%
Bond Proceeds $0
Royalties $15,674,472
8.7%
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,540,445
2.5%
Net Inventory Sales $1,496,437
0.8%
Other Revenue $402,553
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $3,267,945
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $55,155,533
42.1%
Assets/Debt
Total Assets $324,244,613
Total Liabilities $54,383,296
Net Assets $269,861,317

Document Links

990

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF
PDF (2 of 2)

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
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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 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