2025-11-24T10:50:54-05:00 2025-06-30 933345101 Southeast Iowa Tax and Accounting 400 S Roosevelt Avenue Burlington IA 52601 990PF 2024-07-01 421090677 SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY % ED CARTER SPEC 3197528222 829 HARRISON AVE BURLINGTON IA 52601 ED CARTER TREASURER 3197528222 2025-11-24 true true TYLER GUSTAFSON P01906574 3197547706 2025-11-24 2024 2025-03-06 01:10:19Z X 3997680 X 42626 X 2234 2234 106677 106677 -33188 1118651 118349 108911 46778 23389 23389 13702 6851 6851 4736 474 4262 1705 852 853 1761 1761 9187 17504 8752 8752 3882 1941 1941 14710 6399 8311 113965 50419 54359 137315 137315 251280 50419 191674 -132931 58492 0 55752 71639 71639 502 502 3374017 3612983 3612983 325881 166054 169014 159827 312556 4431 3603214 3844951 3997680 2255 1958 2255 1958 X 3600959 3842993 3600959 3842993 3603214 3844951 3600959 -132931 374967 3842995 2 3842993 REFER TO US BANK STATEMENT P 1118651 1151839 -33188 -33188 -33188 813 0 813 0 813 502 311 813 false false false false false false false true true true false false false true NA RICCI NEILSON 8166826543 6153 188TH STREET BURLINGTON IA 52601 false false RUTH METZGER 1200 PARKWAY BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 PAT CUMMINGS 1515 REMEY BURLINGTON IA 52601 BOARD MEMBER 0.00 0 0 0 SUE KRISTENSEN 1405C ORCHARD MEADOW DRIVE BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 DENNIS STEWART 140 GREENBRIER DRIVE BURLINGTON IA 52601 1ST VICE PRESIDENT 0.00 0 0 0 JILL MEHAFFY-NALLEY 11809 180TH STREET SPERRY IA 52650 BOARD MEMBER 0.00 0 0 0 JODI REUSCH 13388 HIDDEN PRAIRIE DRIVE BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 CHRISTINE ERTZ 12247 BEAVERDALE RD WEST BURLINGTON IA 52655 BOARD MEMBER 0.00 0 0 0 BRIAN HELLING 11235 CLIFF ROAD BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 MARK MCGUIRE 1528 WINCHESTER DRIVE BURLINGTON IA 52601 BOARD MEMBER 0.00 0 0 0 BURTON PRUGH 300 IOWA ST BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 JUDY RIFFEL 12820 HIGHWAY 61 BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 MARGIE SWANNER 1216 HAGEMANN AVE BURLINGTON IA 52601 PRESIDENT 0.00 0 0 0 ED CARTER 3360 190TH ST FORT MADISON IA 52627 TREASURER 0.00 0 0 0 ROBIN CUSHMAN 1010 S 4TH ST BURLINGTON IA 52601 BOARD MEMBER 0.00 0 0 0 WILLIAM FRY 2703 SUMMER STREET BURLINGTON IA 52601 BOARD MEMEBER 0.00 0 0 0 JANELLE MCGUIRE 1528 WINCHESTER DRIVE BURLINGTON IA 52601 BOARD MEMBER 0.00 0 0 0 JOANIE POWER 1904 RIVER ST BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 EVELYN SWEARINGEN 227 N 7TH ST BURLINGTON IA 52601 VOLUNTEER 0.00 0 0 0 US BANK BURLINGTON BURLINGTON IA 52601 TRUSTEE 0.00 0 0 0 BARB GARCIA 2121 BARRET LN BURLINGTON IA 52601 SECRETARY 0.00 0 0 0 Debbie LONGCORE 936 Horizon St Burlington IA 52601 Volunteer 0.00 0 0 0 Sue SATTLER 12661 Hwy 61 Burlington IA 52601 Volunteer 0.00 0 0 0 Janet SCHNOEBLEN 1407 Navajo St Burlington IA 52601 Volunteer 0.00 0 0 0 Gary ORTH 2305 Charrette Ln Burlington IA 52601 Volunteer 0.00 0 0 0 WAYNE HELMUS 829 HARRISON AVE BURLINGTON IA 52601 CASE SERVICES COORDINATOR 0.00 0 0 0 LEAH MATTESON 829 HARRISON AVE BURLINGTON IA 52601 2ND VICE PRESIDENT 0.00 0 0 0 HEATHER KIENOL 829 HARRISON AVE BURLINGTON IA 52601 BOARD MEMBER 0.00 0 0 0 RHONDA MILLER 829 HARRISON AVE BURLINGTON IA 52601 BOARD MEMBER 0.00 0 0 0 RICCI NEILSON 6153 188TH STREET BURLINGTON IA 52601 EXECUTIVE DIRECTOR 40.00 50357 0 0 0 NONE NA 0 NA 0 0 3493500 63695 312542 3869737 0 0 3869737 58046 3811691 190585 190585 813 813 189772 189772 189772 191674 191674 189772 40188 191674 40188 151486 38286 NONE NONE X BROWN UNIVERSITY BROWN UNIVERSITY PROVIDENCE RI 02912 UNRELATED SCHOLARSHIPS 2090 CENTRAL COLLEGE 812 UNIVERSITY ST Pella IA 50219 UNRELATED SCHOLARSHIPS 4180 CLARKE UNIVERSITY 1550 CLARKE DR Dubuque IA 52001 UNRELATED SCHOLARSHIPS 2090 CORNELL COLLEGE 600 1ST W Mount Vernon IA 52314 UNRELATED SCHOLARSHIPS 2090 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA Omaha NE 68178 UNRELATED SCHOLARSHIPS 2090 DRAKE UNIVERSITY 2507 UNIVERSITY AVE Des Moines IA 50311 UNRELATED SCHOLARSHIPS 4180 GRANDVIEW UNIVERSITY 1200 GRANDVIEW AVE Des Moines IA 50316 UNRELATED SCHOLARSHIPS 2090 INDIAN HILLS COMMUNITY COLLEGE 525 GRANDVIEW AVE Ottumwa IA 52501 UNRELATED SCHOLARSHIPS 2090 IOWA STATE UNIVERSITY IOWA STATE UNIVERSITY Ames IA 50011 UNRELATED SCHOLARSHIPS 2090 JOHNS HOPKINS UNIVERSITY 3400 N CHARLES ST Baltimore MD 21218 UNRELATED SCHOLARSHIPS 2090 KIRKWOOD COMMUNITY COLLEGE 6301 KIRKWOOD BLVD SW Cedar Rapids IA 52404 UNRELATED SCHOLARSHIPS 1290 LIBERTY UNIVERSITY 1971 UNIVERSITY BLVD Lynchburg VA 24515 UNRELATED SCHOLARSHIPS 1290 LORAS COLLEGE 1450 ALTA VISTA ST Dubuque IA 52001 UNRELATED SCHOLARSHIPS 2090 MT MERCY UNIVERSITY 1330 ELMHURST DR NE Cedar Rapids IA 52402 UNRELATED SCHOLARSHIPS 4180 SOUTHEASTERN COMMUNITY COLLEGE 1500 W AGENCY RD West Burlington IA 52655 UNRELATED SCHOLARSHIPS 13030 ST AMBROSE UNIVERSITY 518 LOCUST ST Davenport IA 52803 UNRELATED SCHOLARSHIPS 4180 TRUMAN STATE UNIVERSITY 100 E NORMAL AVE Kirksville MO 63501 UNRELATED SCHOLARSHIPS 2090 UNIVERSITY OF ALABAMA BIRMINGHAM 1720 UNIVERSITY ROAD Birmingham AL 35294 UNRELATED SCHOLARSHIPS 2090 UNIVERSITY OF DUBUQUE 2000 UNIVERSITY AVE Dubuque IA 52001 UNRELATED SCHOLARSHIPS 2090 UNIVERSITY OF IOWA UNIVERSITY OF IOWA Iowa City IA 52242 UNRELATED SCHOLARSHIPS 9650 UNIVERSITY OF MINNESOTA ROCHESTER 111 BROADWAY AVE S SUITE 300 Rochester MN 55904 UNRELATED SCHOLARSHIPS 2090 UNIVERSITY OF MISSOURI-ST LOUIS 1 UNIVERSITY BLVD Saint Louis MO 63121 UNRELATED SCHOLARSHIPS 2090 UNIVERSITY OF NORTHERN IOWA 1227 W 27TH ST Cedar Falls IA 50614 UNRELATED SCHOLARSHIPS 2090 UTAH VALLEY UNIVERSITY 800 W UNIVERSITY PKWY Orem UT 84058 UNRELATED SCHOLARSHIPS 1290 WARTBURG COLLEGE 100 WARTBURG BLVD Waverly IA 50677 UNRELATED SCHOLARSHIPS 2090 WESTERN ILLINOIS UNIVERSITY 1 UNIVERSITY CIR Macomb IL 61455 UNRELATED SCHOLARSHIPS 2090 WILLIAM PENN UNIVERSITY 201 W TRUEBLOOD AVE OSKALOOSA IA 52577 UNRELATED SCHOLARSHIPS 2090 80890 0 14 2234 14 106677 14 108911 108911 false false false false false false false false false false INDIRECT ACCOUNTING FEES 1705 852 0 853 Building 2006-05-15 239293 111440 SL 39 6136 0 0 Building 2006-08-18 34656 15885 SL 39 889 0 0 Landscaping 2006-10-01 6436 6436 M 15 0 0 0 Sign 2006-09-06 4200 4200 M 7 0 0 0 Blinds 2006-07-28 903 903 M 7 0 0 0 Chairs 2006-08-15 994 994 M 7 0 0 0 Desk 2006-09-06 4399 4399 M 7 0 0 0 Reinforced Sidewalk 2008-06-23 1450 1450 M 15 0 0 0 Landscaping Myers Tree Farm 2008-07-07 1135 1135 M 15 0 0 0 Air Conditioning Unit 2011-07-05 4406 1464 SL 39 113 0 0 John Deere 195hp 42 Mower 2012-04-25 1529 1529 M 7 0 0 0 John Deere Bagger 2012-04-25 305 305 M 7 0 0 0 Shed 8x10 2012-04-25 1141 972 M 15 67 0 0 Husqvarna Trimmer 2012-04-25 224 224 M 7 0 0 0 Blower 2012-04-25 143 143 M 7 0 0 0 Pressure Washer 2013-11-27 192 192 M 7 0 0 0 Phone 2014-01-02 235 235 M 7 0 0 0 Computer 2015-06-26 1572 1572 SL 5 0 0 0 Snow Blower 2016-02-25 449 449 M 5 0 0 0 Glass Vestibule 2021-02-05 4868 1137 SL 15 325 0 0 Lorex Ultra HD Security Cameras 2021-05-18 1109 763 M 7 99 0 0 Building Stoop 2021-11-24 2500 576 M 15 193 0 0 HP Jet Pro 7 Printer 2022-04-18 417 297 M 5 48 0 0 Landscaping 2024-05-23 13325 167 M 15 1317 0 0 FIXED AND EQUITY MUTUAL FUNDS 3612983 3612983 FIXED ASSETS 325881 166054 159827 312556 PREPAID 941 TAXES 4431 0 0 ROUNDING 2 MISC OTHER EXPENSES 35 0 0 35 REPAIR AND MAINTENANCE 620 0 0 620 INSURANCE 2592 1296 0 1296 NEW IDEAS 900 0 0 900 OFFICE 10206 5103 0 5103 CONTINGENCY 357 0 0 357 UNREALIZED GAINS 374967 TAXES 1761 1761 0 0