Tax Stats - Charities & Other Tax-Exempt Organizations, Private Foundations, and Tax-Exempt Bond Statistics

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Issue Number:    2012 - 20

Inside This Issue

1. Nonprofit charitable and other tax-exempt organizations
2. Private Foundations, Tax Year 2009
3. Data for Calendar Year 2011 from Form 4720
4. Issue Year 2010 Tax-Exempt Bond Tables

Files containing data from Tax Year 2009 filers of Forms 990 and 990-EZ are now available on SOI’s Tax Stats Web pages. Balance sheet, revenue statement, and functional expense data for organizations exempt under IRC sections 501(c)(3) through 501(c)(9) can be found on four tables. Additionally, microdata files and documentation from the SOI sample study of these organizations is now available.

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Microdata files and tables based on Tax Year 2009 Forms 990-PF sampled for the annual studies of private foundations and charitable trusts are now available. The microdata records contain information on balance sheets and income statements, as well as weights (to estimate the population), for each organization. The tables include estimates for number of returns, income statement and balance sheet items, excise tax on net investment income, and charitable distribution requirements for these organizations. Statistics are classified by organization type, operating and grantmaking status, and size of fair market value of total assets.

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A table showing excise taxes reported by private foundations, charities, and split-interest trusts, for Calendar Year 2011, is now available. The table includes organizational and individual data for total excise taxes, including tax on undistributed income, individual tax on self-dealing, and tax on taxable expenditures, as well as the total number of Forms 4720 filed in 2011.

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Updated tax-exempt bond data are now available for both governmental bonds and private activity bonds. The data include a look at issuance by term, type, purpose, and size, as well as by uses of bond proceeds, for bonds issued during Calendar Year 2010. State level data, by bond purpose, are also available for both governmental and private activity bonds.

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