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Schwab Charitable Fund

  • Lone Tree, CO
  • Tax-exempt since April 1999
  • EIN: 31-1640316

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: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.
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
$7.65B (2023)

Expenses
$5.16B (2023)

Total Assets
$31.6B (2023)

Total Liabilities
$68.8M (2023)

Years with multiple filings
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
$7,651,350,396
Expenses
$5,162,915,749
Net Income
$2,488,434,647
Net Assets
$31,571,291,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,319,326,897
95.7%
Program Services $0
Investment Income $332,023,499
4.3%
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 $2,673,786
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $20,871,436
0.4%
Assets/Debt
Total Assets $31,640,075,723
Total Liabilities $68,784,621
Net Assets $31,571,291,102
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Samuel W Kang (President) $593,269 $0 $178,504
Frederick K Kaynor (Md Bus Dev, Mktg & Strat. Partner) $474,425 $0 $118,504
Michael Maestas (Md Invest Oversight & Due Diligence) $391,845 $0 $113,504
Douglas Campbell (Md Strategy, Offer Mgmt & Analysis) $365,814 $0 $113,504
Stephanie Queisert (Chief Financial Officer) $350,610 $0 $93,504
Caleb Lund (Director) $300,691 $0 $61,504
Lori Kirkland (Director) $299,702 $0 $93,504
Bryan Gregston (Director) $295,227 $0 $93,504
Joseph Bogner (Director) $259,493 $0 $38,504
Julia Reed (Director) $258,523 $0 $63,504
Anne Casscells (Director) $0 $0 $0
Bill Brownell (Director) $0 $0 $0
Carolyn Schwab Pomerantz (Chair Of The Board Of Directors) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Gregory Avis (Director) $0 $0 $0
Linda Segre (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Jeff Salvesen (Asst. Corp. Secretary (As Of 10/22)) $0 $0 $0
Kristopher Tate (Corporate Secretary) $0 $0 $0
William P Gisi (Asst. Corp. Secretary (Until 09/22)) $0 $0 $0
Jamal Modir (Assistant Secretary (Until 06/22)) $0 $0 $0
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990
Filed on April 12, 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
$10,074,660,178
Expenses
$4,800,912,221
Net Income
$5,273,747,957
Net Assets
$26,397,306,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,756,212,341
96.8%
Program Services $0
Investment Income $318,447,837
3.2%
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 $2,437,574
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $16,051,107
0.3%
Assets/Debt
Total Assets $26,434,828,018
Total Liabilities $37,521,653
Net Assets $26,397,306,365
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President Thru 7/2021) $592,500 $0 $9,252
Samuel W Kang (President) $443,663 $0 $138,504
Frederick K Kaynor (Md Bus Dev, Mktg & Strat. Partner) $431,583 $0 $113,504
Michael Maestas (Md Invest Oversight & Due Dilig.) $322,630 $0 $68,504
Susan Heldman (Vp & Controller Thru 7/2021) $298,245 $0 $9,252
Douglas Campbell (Md Strategy, Offer Mgmt & Analysis) $285,757 $0 $68,504
Stephanie Queisert (Chief Financial Officer) $277,916 $0 $58,504
Barbara Benware (Vice President Thru 3/2020) $265,000 $0 $0
Lori Kirkland (Director) $254,208 $0 $53,504
Caleb Lund (Director) $250,482 $0 $53,504
Bryan Gregston (Director) $247,351 $0 $58,504
Julia Reed (Director) $236,101 $0 $53,504
Joseph Bogner (Director) $232,565 $0 $48,504
Anne Casscells (Director) $0 $0 $0
Bill Brownell (Director) $0 $0 $0
Carolyn Schwab Pomerantz (Chair Of The Board Of Directors) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Gregory Avis (Director) $0 $0 $0
Linda Segre (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Jamal Modir (Assistant Secretary) $0 $0 $0
R Scott Mcmillen (Secretary) $0 $0 $0
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990
Filed on April 3, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$70,160
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
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 $0
Assets/Debt
Total Assets $70,160
Total Liabilities $0
Net Assets $70,160
Compensation
Key Employees and Officers Compensation Related Other
Jeffrey J Gatewood (Trustee) $0 $0 $0

Document Links

990
Filed on April 21, 2022

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,273,065,868
Expenses
$3,790,337,657
Net Income
$3,482,728,211
Net Assets
$25,526,580,620
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,127,941,784
98.0%
Program Services $0
Investment Income $145,124,084
2.0%
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 $2,131,067
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $12,456,063
0.3%
Assets/Debt
Total Assets $25,563,977,627
Total Liabilities $37,397,007
Net Assets $25,526,580,620
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $721,987 $0 $18,480
Susan Heldman (Vp & Controller) $403,916 $0 $18,480
Fred Kaynor (Vp Mkt/Bus Development) $402,145 $0 $18,480
Sam Kang (Vp Operations) $371,960 $0 $18,480
Barbara Benware Thru Mar 2020 (Vp Oversight/Risk) $309,296 $0 $4,620
Michael Maestas (Md Investment Oversight) $254,614 $0 $18,480
Doug Campbell (Managing Director Strategy) $241,401 $0 $18,480
Stephanie Queisert (Md Financial Reporting) $222,042 $0 $18,480
Stephanie Diamond (Md Business Development) $212,095 $0 $18,480
Brian Howell (Md Business Development) $193,564 $0 $18,480
Anne Casscells (Director) $0 $0 $0
Bill Brownell (Director) $0 $0 $0
Carrie Schwab Pomerantz (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
Linda B Segre (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Jamal Modir (Assistant Secretary) $0 $0 $0
R Scott Mcmillen (Secretary) $0 $0 $0
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990
Filed on Feb. 18, 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
$4,885,079,278
Expenses
$3,353,115,616
Net Income
$1,531,963,662
Net Assets
$17,131,571,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,726,676,097
96.8%
Program Services $0
Investment Income $158,400,812
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,369
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,573,275
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $9,821,874
0.3%
Assets/Debt
Total Assets $17,157,797,480
Total Liabilities $26,225,773
Net Assets $17,131,571,707
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $712,143 $0 $232,537
Barbara Benware (Vp Oversight/Risk) $456,582 $0 $117,537
Susan Heldman (Vp & Controller) $382,861 $0 $107,537
Fred Kaynor (Vp Mkt/Bus Development) $368,196 $0 $107,537
Sam Kang (Vp Operations) $344,165 $0 $127,537
Julie Hattle (Managing Director Risk) $237,691 $0 $17,537
Doug Campbell (Managing Director Strategy) $211,949 $0 $67,537
Bryan Gregston (Managing Director Operations) $198,064 $0 $57,537
Stephanie Queisert (Md Financial Reporting) $193,075 $0 $52,537
Julia Reed (Managing Director Relationship Mgr) $192,119 $0 $52,537
Anne Casscells (Director) $0 $0 $0
Bill Brownell (Director) $0 $0 $0
Carrie Schwab Pomerantz (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
Linda B Segre (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Jamal Modir (Assistant Secretary) $0 $0 $0
R Scott Mcmillen (Secretary) $0 $0 $0
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990
Filed on Feb. 18, 2021

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
PDF (2 of 2)

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,558,510,409
Expenses
$2,524,294,424
Net Income
$2,034,215,985
Net Assets
$15,210,991,835
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,364,889,684
95.8%
Program Services $0
Investment Income $193,620,725
4.2%
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 $2,784,629
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $6,538,383
0.3%
Assets/Debt
Total Assets $15,316,830,044
Total Liabilities $105,838,209
Net Assets $15,210,991,835
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $687,139 $0 $228,500
Barbara Benware (Vp Oversight/Risk) $426,752 $0 $118,500
Susan Heldman (Vp & Controller) $359,040 $0 $108,500
Fred Kaynor (Vp Mkt/Bus Development) $336,197 $0 $108,500
Sam Kang From 01312018 (Vp Operations) $239,090 $0 $116,000
Julie Hattle (Managing Director Risk) $218,378 $0 $53,000
Stephanie Diamond (Managing Director Relationship Mgr) $211,108 $0 $18,000
Lorienne Lambert (Managing Director Technology) $203,361 $0 $57,400
Julia Reed (Managing Director Technology) $177,460 $0 $42,400
Bryan Gregston (Managing Director Operations) $173,507 $0 $58,000
Anne Casscells (Director) $0 $0 $0
Bill Brownell From 10152018 (Director) $0 $0 $0
Carrie Schwab Pomerantz (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
Linda B Segre From 03122018 (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Jamal Modir (Assistant Secretary) $0 $0 $0
R Scott Mcmillen (Secretary) $0 $0 $0
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990
Filed on Feb. 17, 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
$3,465,939,041
Expenses
$1,916,641,526
Net Income
$1,549,297,515
Net Assets
$12,895,528,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,349,182,315
96.6%
Program Services $0
Investment Income $116,756,726
3.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,352,105
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,005,913
0.3%
Assets/Debt
Total Assets $12,912,865,793
Total Liabilities $17,336,941
Net Assets $12,895,528,852
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $612,351 $0 $216,200
Barbara Benware (Vp Oversight/Risk) $357,917 $0 $136,200
Susan Heldman (Vp & Controller) $317,778 $0 $106,200
Fred Kaynor (Vp Mkt/Bus Development) $295,766 $0 $106,200
Chris Yaros To 52018 (Managing Director Operations) $250,895 $0 $76,200
Stephanie Diamond (Managing Director Relationship Mgr) $198,479 $0 $16,200
Julie Hattle (Managing Director Risk) $184,337 $0 $41,200
Denise Schuh (Managing Director Legal) $178,377 $0 $41,200
Brian Howell (Managing Director Relationship Mgr) $177,390 $0 $16,200
Alyssa Williams (Managing Director Marketing) $172,811 $0 $41,200
Anne Casscells (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Carrie Schwab Pomerantz (Director) $0 $0 $0
Nicholas Donatiello Jr (Director (To 6/2018)) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
R Scott Mcmillen (Secretary) $0 $0 $0
Jamal Modir (Assistant Secretary) $0 $0 $0
Sam Kang (Vice President) $0 $0 $0
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990
Filed on Feb. 14, 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 June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,147,045,622
Expenses
$1,595,320,832
Net Income
$1,551,724,790
Net Assets
$10,616,613,630
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,078,088,538
97.8%
Program Services $0
Investment Income $68,957,084
2.2%
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 $2,272,156
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $5,625,946
0.4%
Assets/Debt
Total Assets $10,634,353,155
Total Liabilities $17,739,525
Net Assets $10,616,613,630
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $578,515 $0 $195,300
Ba Rbara Benware (Vp Oversight/Risk) $325,744 $0 $135,300
Susan Heldman (Vp & Controller) $297,807 $0 $95,300
Fred Kaynor (Vp Mkt/Bus Dev Elopment) $272,408 $0 $95,300
Chris Yaros (Managing Direc T Or Operat Ions) $236,679 $0 $75,300
Stephanie Diamond (Managing Director Relati Onship Mgr) $191,297 $0 $35,300
Brian Howell (Ma Naging Direc T Or Relati Onship Mgr) $191,152 $0 $15,300
Julie Hattle (M Anaging Direc T Or Risk) $164,566 $0 $35,300
Denise Schuh (Ma Naging Direc T Or Legal) $151,107 $0 $35,300
Lorienne Lambert (Managing Director Prod Mgmt) $147,667 $0 $45,300
Anne Casscells (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Carrie Schwab Pomerantz (Director) $0 $0 $0
Nicholas Donatiello Jr (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
R Scott Mc Millen (Secretary) $0 $0 $0
Jamal Modir (Assistant Secretary) $0 $0 $0
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990
Filed on March 28, 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

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,018,516,668
Expenses
$1,198,758,599
Net Income
$819,758,069
Net Assets
$8,058,243,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,922,695,881
95.3%
Program Services $0
Investment Income $95,820,787
4.7%
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 $2,023,060
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $4,789,514
0.4%
Assets/Debt
Total Assets $8,077,436,907
Total Liabilities $19,193,812
Net Assets $8,058,243,095
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $491,340 $0 $180,000
Barbara Benware (Vp Oversight/Risk) $273,646 $0 $115,000
Fred Kaynor (Vp Mkt/Bus Dev) $266,595 $0 $85,000
Susan Heldman (Vp & Controller) $263,591 $0 $85,000
Chris Yaros (Managing Direc T Or Operations) $204,570 $0 $65,000
Stephanie Diamond (Managing Director Relationship Mgmt) $185,300 $0 $30,000
A Nne Rebstock (Managing Director Project Mgmt) $166,523 $0 $15,000
Les Lee Burnett (Director Product Mgmt) $159,766 $0 $15,000
Alyssa Williams (Managing Director Marketing) $153,714 $0 $40,000
Lorienne Lambert (Managing Director Product Mgmt) $140,698 $0 $30,000
Carrie Schwab Pomerantz (Director) $0 $0 $0
Nicholas Donatiello Jr (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Anne Casscells (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
R Scott Mc Millen (Secretary) $0 $0 $0
Jane E Fry (Assistant Secretary) $0 $0 $0
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990
Filed on Feb. 24, 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

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,168,764,281
Expenses
$1,079,216,044
Net Income
$1,089,548,237
Net Assets
$7,520,206,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,108,679,877
97.2%
Program Services $0
Investment Income $60,084,404
2.8%
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 $1,703,076
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,250,497
0.3%
Assets/Debt
Total Assets $7,529,406,703
Total Liabilities $9,200,442
Net Assets $7,520,206,261
Other
Operated a donor-advised fund
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kimberly Laughton (President) $395,044 $0 $157,194
Susan Heldman (Vp & Controller) $245,520 $0 $81,744
Barbara Benware (Vp Oversight/Risk) $245,520 $0 $106,983
Chris Yaros (Managing Director Operations) $200,372 $0 $54,544
Stephanie Diamond (Managing Director Relationship Mgmt) $191,221 $0 $34,544
Elizabeth Hilton (Vp Mkt/Bus Dev) $163,856 $0 $6,060
Anne Rebstock (Managing Director Project Mgmt) $162,655 $0 $14,544
Leslee Burnett (Director Project Mgmt) $156,430 $0 $14,544
Alyssa Williams (Managing Director Marketing) $132,600 $0 $39,544
Lorienne Lambert (Managing Director Product Mgmt) $123,336 $0 $24,544
Fred Kaynor (Vp Mkt/Bus Dev) $48,554 $0 $3,636
Carrie Schwab Pomerantz (Director) $0 $0 $0
Nicholas Donatiello Jr (Director) $0 $0 $0
Loretta Doon (Director) $0 $0 $0
Anne Casscells (Director) $0 $0 $0
Dan Kingsley (Director) $0 $0 $0
Greg Avis (Director) $0 $0 $0
R Scott Mcmillen (Secretary) $0 $0 $0
Jane E Fry (Assistant Secretary) $0 $0 $0
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990
Filed on March 25, 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

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,858,309,238
Expenses
$832,408,761
Net Income
$1,025,900,477
Net Assets
$6,427,856,765
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,814,889,301
97.7%
Program Services $0
Investment Income $43,419,937
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 $1,801,439
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,414,826
0.3%
Assets/Debt
Total Assets $6,437,214,367
Total Liabilities $9,357,602
Net Assets $6,427,856,765

Document Links

990

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

PDF
PDF (2 of 3) PDF (3 of 3)
990-T

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,887,812,957
Expenses
$608,089,857
Net Income
$1,279,723,100
Net Assets
$4,780,973,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,863,118,878
98.7%
Program Services $0
Investment Income $27,763,295
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$3,069,216
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,318,251
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,548,999
0.3%
Assets/Debt
Total Assets $4,791,061,516
Total Liabilities $10,087,997
Net Assets $4,780,973,519

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 June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$722,470,714
Expenses
$549,629,874
Net Income
$172,840,840
Net Assets
$3,163,025,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $702,551,521
97.2%
Program Services $0
Investment Income $19,941,833
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,640
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $877,939
0.2%
Professional Fundraising Fees $0
Other Salaries and Wages $2,269,166
0.4%
Assets/Debt
Total Assets $3,175,884,124
Total Liabilities $12,858,486
Net Assets $3,163,025,638

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 June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$822,716,213
Expenses
$514,305,128
Net Income
$308,411,085
Net Assets
$3,039,242,549
Notable Sources of Revenue Percent of Total Revenue
Contributions $804,316,091
97.8%
Program Services $0
Investment Income $18,071,372
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $328,750
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,863,902
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,886,076
0.4%
Assets/Debt
Total Assets $3,057,002,991
Total Liabilities $17,760,442
Net Assets $3,039,242,549

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 June
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 June
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

Fiscal Year Ending June
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

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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
PDF (2 of 2)

Fiscal Year Ending June
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 June
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