The Statistics on Income (SOI) division bases its county income data on the addresses reported on individual income tax returns filed with the IRS. Data are presented by county (including State totals). The data include:

• Number of returns, which approximates the number of households
• Number of personal exemptions, which approximates the population
• Adjusted gross income
• Wages and salaries
• Dividends before exclusion
• Interest received

This annual study provides county income and tax data (and State totals) that include the number of returns, which approximates the number of households; number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based on the addresses reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its annual study on Individual Tax Return Statistics by Geographic Areas, County Data.

An Excel Workbook containing Internal Revenue Service (IRS) Statistics of Income (SOI) county-to-county migration data summarized by year from 2011-2020 for Broward County.

Context

Learning how to create a data pipeline.

Content

https://www.irs.gov/pub/irs-soi/16zpdoc.doc

Individual Income Tax ZIP Code Data

ZIP Code data show selected income and tax items classified by State, ZIP Code, and size of adjusted gross income. Data are based on individual income tax returns filed with the IRS and are available for Tax Years 2016. The data include items, such as:

-Number of returns, which approximates the number of households -Number of personal exemptions, which approximates the population -Adjusted gross income -Wages and salaries -Dividends before exclusion -Interest received

Acknowledgements

https://www.irs.gov/statistics

An Excel Workbook containing Internal Revenue Service (IRS) Statistics of Income (SOI) county-to-county migration data from 2011-2020 summed in total for Broward County.

Context

Form 990 (officially, the "Return of Organization Exempt From Income Tax"1) is a United States Internal Revenue Service form that provides the public with financial information about a nonprofit organization. It is often the only source of such information. It is also used by government agencies to prevent organizations from abusing their tax-exempt status. Source: https://en.wikipedia.org/wiki/Form_990

Content

Form 990 is used by the United States Internal Revenue Service to gather financial information about nonprofit/exempt organizations. This BigQuery dataset can be used to perform research and analysis of organizations that have electronically filed Forms 990, 990-EZ and 990-PF. For a complete description of data variables available in this dataset, see the IRS’s extract documentation: https://www.irs.gov/uac/soi-tax-stats-annual-extract-of-tax-exempt-organization-financial-data.

Update Frequency: Annual

Fork this kernel to get started with this dataset.

Acknowledgements

https://bigquery.cloud.google.com/dataset/bigquery-public-data:irs_990

https://cloud.google.com/bigquery/public-data/irs-990

Dataset Source: U.S. Internal Revenue Service. This dataset is publicly available for anyone to use under the following terms provided by the Dataset Source - http://www.data.gov/privacy-policy#data_policy - and is provided "AS IS" without any warranty, express or implied, from Google. Google disclaims all liability for any damages, direct or indirect, resulting from the use of the dataset.

Banner Photo by @rawpixel from Unplash.

Inspiration

What organizations filed tax exempt status in 2015?

What was the revenue of the American Red Cross in 2017?

The IRS Statistics of Income Division (SOI), in collaboration with the U.S. Census Bureau, has released migration data for the United States for several decades. These data are an important source of information detailing the movement of individuals from one location to another. SOI bases these data on year-to-year address changes reported on individual income tax returns filed with the IRS. They present migration patterns by State or by county for the entire United States and are available for inflows—the number of new residents who moved to a State or county and where they migrated from, and outflows—the number of residents leaving a State or county and where they went. The data are available for Filing Years 1991 through 2016 and include:

• Number of returns filed, which approximates the number of households that migrated
• Number of personal exemptions claimed, which approximates the number of individuals
• Total adjusted gross income, starting with Filing Year 1995
• Aggregate migration flows at the State level, by the size of adjusted gross income (AGI) and age of the primary taxpayer, starting with Filing Year 2011.

1993 Tax Year County Income Data Based on Individual Income Tax Returns (Money Amounts are in Thousands of Dollars)
via irs.gov:
http://www.irs.gov/uac/SOI-Tax-Stats-County-Data

ZIP Code data show selected income and tax items classified by State, ZIP Code, and size of adjusted gross income. Data are based on individual income tax returns filed with the IRS and are available for Tax Years 1998, 2001, and 2004 through 2015. The data include items, such as:Number of returns, which approximates the number of householdsNumber of personal exemptions, which approximates the populationAdjusted gross income Wages and salariesDividends before exclusionInterest received

This annual study provides selected income and tax items classified by State, ZIP Code, and the size of adjusted gross income. These data include the number of returns, which approximates the number of households; the number of personal exemptions, which approximates the population; adjusted gross income; wages and salaries; dividends before exclusion; and interest received. Data are based who reported on U.S. Individual Income Tax Returns (Forms 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, ZIP Code Data.

This layer shows an approximation of the percent of households in the US might see a full refund check from the stimulus bill being passed to help deal with the COVID-19 economic impact. The criteria used for this map was:The amount of the credit allowed by subsection (a) (determined without regard to this subsection and subsection (e)) shall be reduced (but not below zero) by 5 percent of so much of the taxpayer’s adjusted gross income as exceeds—‘‘(1) $150,000 in the case of a joint return,‘‘(2) $112,500 in the case of a head of household, and‘‘(3) $75,000 in the case of a taxpayer not described in paragraph (1) or (2).‘‘(d) ELIGIBLE INDIVIDUAL.—For purposes of thissection, the term ‘eligible individual’ means any individualother than—‘‘(1) any nonresident alien individual,‘‘(2) any individual with respect to whom a deduction under section 151 is allowable to another taxpayer for a taxable year beginning in the calendar year in which the individual’s taxable year beginsThe data comes from the IRS SOI Tax Stats by ZIP Code from 2017 tax returns. The calculation for this map was calculated using the following aggregated income categories:$1 to under $25,000$25,000 to under $50,000$50,000 to under $75,000$75,000 to under $100,000$100,000 to under $200,000$200,000 or moreThese were used to estimate how many individuals who filed tax returns would warrant a full $1,200 from the stimulus bill. This was based on if a filer was single, joint, or head of household. Because some of the cutoffs for the bill fall within these categories, they were split to estimate refunds that fall within that range.

Migration data for the United States are based on year-to-year address changes reported on individual income tax returns filed with the IRS. They present migration patterns by State or by county for the entire United States and are available for inflows—the number of new residents who moved to a State or county and where they migrated from, and outflows—the number of residents leaving a State or county and where they went. The data are available for Filing Years 1991 through 2016 and include:

• Number of returns filed, which approximates the number of households that migrated
• Number of personal exemptions claimed, which approximates the number of individuals
• Total adjusted gross income, starting with Filing Year 1995
• Aggregate migration flows at the State level, by the size of adjusted gross income (AGI) and age of the primary taxpayer, starting with Filing Year 2011.

This annual study provides migration pattern data for the United States by State or by county and are available for inflows (the number of new residents who moved to a State or county and where they migrated from) and outflows (the number of residents who left a State or county and where they moved to). The data include the number of returns filed, number of personal exemptions claimed, total adjusted gross income, and aggregate migration flows at the State level, by the size of adjusted gross income (AGI) and by age of the primary taxpayer. Data are collected and based on year-to-year address changes reported on U.S. Individual Income Tax Returns (Form 1040) filed with the IRS. SOI collects these data as part of its Individual Income Tax Return (Form 1040) Statistics program, Data by Geographic Areas, U.S. Population Migration Data.

Wealth Segmentation of U.S. ZIP Codes Based on IRS Data

This dataset provides a wealth-tier classification of U.S. ZIP codes for high income brackets using IRS income data and multivariate KMeans clustering. It can help with regional targeting, CRM enrichment, market analysis, or any data science task that benefits from understanding high income distribution across the U.S.

💡 Source

• IRS SOI ZIP Code Data (open source)
• Aggregated across AGI brackets (stub 3–6)

🧠 What’s Inside

Each row represents a ZIP code with:

• AGI (A00100), Total Income (A00200)
• Capital Gains, Business Income, Tax Paid
• Cluster assignment (0–2)
• Wealth Tier label: Low, Medium, or High

The cluster assignments are refined using distance to cluster centroids in normalized feature space to improve accuracy.

💼 Use Cases

• Segmenting markets for B2B/B2C outreach
• CRM lead enrichment
• Territory planning and resource allocation
• Visualization and dashboard overlays

📬 Contact

Created by Namrata Nyamagoudar(LinkedIn) for open-source analysis and enrichment use cases.

The Corporation Complete Report Publication is a collection of aggregate statistics which have been sorted in various ways such as Industry, Size of Total Assets, and Size of Business Receipts. Drawn from tables, articles, and data that describe and measure elements of the U.S. tax system.

The U.S. Census Bureau provides annual estimates of income and poverty statistics for all school districts, counties, and states through the Small Area Income and Poverty Estimates (https://www.census.gov/programs-surveys/saipe/about.html) (SAIPE) program. The bureau's main objective with this program is to provide estimates of income and poverty for the administration of federal programs and the allocation of federal funds to local jurisdictions. In addition to these federal programs, state and local programs use the income and poverty estimates for distributing funds and managing programs.

Median adjusted gross income from aggregated state IRS data is one of the data sources used in producing SAIPE program estimates, defined as the middle value of the aggregate adjusted gross income. These data may not match data from other sources due to differences in definitions, since the SAIPE program only uses tax returns for the relevant income year (IRS/SOI include all tax returns filed in a calendar year in their tabulations, regardless of the reference income year).

See more details about SAIPE Model Input Data (https://www.census.gov/data/datasets/time-series/demo/saipe/model-tables.html).

The U.S. Census Bureau provides annual estimates of income and poverty statistics for all school districts, counties, and states through the Small Area Income and Poverty Estimates (https://www.census.gov/programs-surveys/saipe/about.html) (SAIPE) program. The bureau's main objective with this program is to provide estimates of income and poverty for the administration of federal programs and the allocation of federal funds to local jurisdictions. In addition to these federal programs, state and local programs use the income and poverty estimates for distributing funds and managing programs.

Median adjusted gross income from aggregated state IRS data is one of the data sources used in producing SAIPE program estimates, defined as the middle value of the aggregate adjusted gross income. These data may not match data from other sources due to differences in definitions, since the SAIPE program only uses tax returns for the relevant income year (IRS/SOI include all tax returns filed in a calendar year in their tabulations, regardless of the reference income year).

See more details about SAIPE Model Input Data (https://www.census.gov/data/datasets/time-series/demo/saipe/model-tables.html).

Annual extract of select Form 990 financial data items captured on the IRS Master File produced solely for release to the general public.

Annual extract of select Form 990PF financial data items captured on the IRS Master File produced solely for release to the general public.