SOI tax stats - 2021 charities and other tax-exempt organizations microdata files

 

The data are contained in ASCII flat files. Documentation to assist with the files is included. (Free Adobe Acrobat reader and Microsoft Excel viewer software is available for download, if needed.)

The samples include Internal Revenue Code section 501(c)(3) organizations and section 501(c)(4)–(9) organizations. Sampling rates ranged from 1 percent for small-asset classes to 100 percent for large-asset classes. Microdata records contain information on balance sheets and income statements, as well as weights (to estimate the population), for each organization.

Background Information PDF: Explains all the other files. (Adobe Acrobat PDF format)

Form 990 Main Data File ZIP: Contains Form 990 data from returns of organizations exempt under IRC Subsections 501(c)(3) through (c)(9). (ASCII text format)

Form 990-EZ Main Data File (TXT): Contains Form 990-EZ data from returns of organizations exempt under IRC Subsections 501(c)(3) through (c)(9). (ASCII text format)

Form 990 Compensation Data File (TXT): Contains compensation data on officers and other employees from Part VII and Schedule J of the Form 990. (ASCII text format)

Form 990EZ Compensation Data File (TXT): Contains compensation data on officers from Part IV of the Form 990-EZ. (ASCII text format)

Supported Organization Data File (TXT): Contains data on organization supported by 509(a)(3) filers on Schedule A. (ASCII text format)

Hospital Facilities Data File (TXT): Contains data on individual hospital facilities from Part V of the Form 990 Schedule H. (ASCII text format)

Hospital Joint Ventures Data File (TXT): Contains data on hospital management companies and joint ventures from Part IV of the Form 990 Schedule H. (ASCII text format)

Explanation of Codes PDF: 2021 Exempt Organizations Study, editing code reference list. (Adobe Acrobat PDF format)

Record Element Specifications XLSX: Record layout for the 2021 SOI Exempt Organizations Study. (Microsoft Excel format)

2021 IRS Form 990 and 990-EZ Instructions PDF: 2021 Forms 990 and 990-EZ Filing Instructions. (Adobe Acrobat PDF format)

2021 IRS Forms 990 and 990-EZ PDF: 2021 Forms 990 and 990-EZ, marked with the Name/ Element Code. (Adobe Acrobat PDF format)