Totals
- Total revenue
- $348,697
- Total expenses
- $211,570
- Contributions and grants received
- $0
- Grants paid
- $179,481
- Program service revenue
- $0
- Investment income
- $348,697
- Other revenue
- $0
- Total assets, end of year
- $4,644,233
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,644,233
- Program services expenses (Part IX)
- $179,481
- Management and general expenses
- $32,089
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $179,481
Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $106,789 · excluded $106,789
-
7a · Gross sales of assets other than inventory
securities $241,908
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $241,908
-
7d · Net gain or loss
total $241,908 · excluded $241,908
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $179,481 · program services $179,481
-
11c · Fees: accounting
total $10,235 · management and general $10,235
-
11f · Fees: investment management
total $21,854 · management and general $21,854
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $71,654 · end of year $173,013
-
11 · Investments: publicly traded securities
beginning of year $4,367,095 · end of year $4,471,220
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,438,749 · end of year $4,644,233
Mission and programs · 2024
Mission
TO PROVIDE FUNDS TO FOUR PUBLICLY SUPPORTED CHARITIES IN ORDER TO ASSIST THOSE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSES.
Activities or mission (Part I)
TO PROVIDE FUNDS TO FOUR PUBLICLY SUPPORTED CHARITIES IN ORDER TO ASSIST THOSE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSES.
-
TO PROVIDE FUNDS TO FOUR PUBLICLY SUPPORTED CHARITIES IN ORDER TO ASSIST THOSE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSES. THE FOUR CHARITIES ARE CEDAR VALLEY SERVICES, INC., AUSTIN PUBLIC EDUCATION FOUNDATION, INC., UNITED WAY OF MOWER COUNTY, INC. AND MAYO CLINIC HEALTH SYSTEM-AUSTIN FOUNDATION.
Expenses $179,481 · Grants $179,481
As filed on the 2024 return.
Listed in Part VII
-
Dave CrandallDAVE CRANDALL
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 6
-
Thomas KlapperichTHOMAS KLAPPERICH
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Tom BaulderTOM BAULDER
SECRETARY
- Total calculated
- $0
- Hours/week
- 6
-
Richard PavekRICHARD PAVEK
TRUSTEE
- Total calculated
- $187,451
- From this org
- $0
- From related orgs
- $146,671
- Other
- $40,780
- Hours/week
- 3 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $146,671 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,015 related
- Nontaxable benefits
- $0 + $15,765 related
- Filer's total
- $0 + $187,451 related
-
Mary A WaleskyMARY A WALESKY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$59,827
SUPPORT SERVICES TO DEVELOPMENTALLY DISABLED
-
AUSTIN PUBLIC SCHOOL FOUNDATION
$59,827
SUPPORT PUBLIC EDUCATION
-
SUPPORT HOSPITAL SERVICES
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MAYO CLINIC HEALTH SYSTEM - AUSTIN FOUNDATION
501(C)(3) · SUPPORT HOSPITAL SERVICES · MN
-
501(C)(3) · SERVICES TO DEVELOPMENTALLY DISABLED · MN
-
AUSTIN PUBLIC SCHOOL FOUNDATION
501(C)(3) · PUBLIC EDUCATION · MN
-
501(C)(3) · PROMOTION OF THE PUBLIC WELFARE · MN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 April 2025
- IRS schema version
- 2024v5.1
- Source object
- 202521009349300117
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