Microdata files for all 2016 Forms 990 and 990-EZ sampled for the annual SOI studies of tax-exempt organizations. 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 DOC: Explains all the other files. 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 (ASCII): Contains Form 990-EZ data from returns of organizations exempt under IRC Subsections 501(c)(3) through (c)(9). Form 990 Compensation Data File (ASCII): Contains compensation data on officers and other employees from Part VII and Schedule J of the Form 990. Form 990EZ Compensation Data File (ASCII): Contains compensation data on officers from Part IV of the Form 990-EZ. Supported Organization Data File (ASCII): Contains data on organization supported by 509(a)(3) filers on Schedule A. Hospital Facilities Data File (ASCII): Contains data on individual hospital facilities from Part V of the Form 990 Schedule H. Hospital Joint Ventures Data File (ASCII): Contains data on hospital management companies and joint ventures from Part IV of the Form 990 Schedule H. Explanation of Codes DOCX: 2016 Exempt Organizations Study, editing code reference list. Record Element Specifications XLSX: Record layout for the 2016 SOI Exempt Organizations Study. 2016 IRS Form 990 and 990-EZ Instructions PDF: 2016 Forms 990 and 990-EZ Filing Instructions. 2016 IRS Forms 990 and 990-EZ PDF: 2016 Forms 990 and 990-EZ, marked with the Name/ Element Code.
