Nonprofit · EIN 20-2422242
ARBORETUM MARKET INVESTMENT GROUP INC
Tax-exempt · DALLAS, TX 75206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,515,139 | $0 | $3,515,139 | $64,718,216 | $1,099,990 | $63,618,226 |
| December 31, 2024 | 990 | $3,056,400 | $0 | $3,056,400 | $62,407,867 | $1,031,410 | $61,376,457 |
| December 31, 2023 | 990 | $1,357,733 | $0 | $1,357,733 | $59,659,058 | $29,340,757 | $30,318,301 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $3,163
- Net rental income
- $3,511,976
- Other revenue
- $3,511,976
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $62,407,867
- Total assets, end of year
- $64,718,216
- Total liabilities, end of year
- $1,099,990
- Net assets, end of year
- $63,618,226
- Land, buildings and equipment
- $61,688,649
- Gross receipts
- $4,848,983
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- DE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACIE S CROWN | PRESIDENT/CHAIRMAN/DIRECTOR Trustee or director, Officer | 0.5 | $0 |
| JENNIFER A HANSON | SECRETARY/TREASURER/DIRECTOR Trustee or director, Officer | 0.5 | $0 |
| G ANDREWS SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL FORMANEK | VICE PRESIDENT Officer | 0.5 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACIE S CROWN | PRESIDENT/CHAIRMAN/DIRECTOR Trustee or director, Officer | 0.5 | $0 |
| JENNIFER A HANSON | SECRETARY/TREASURER/DIRECTOR Trustee or director, Officer | 0.5 | $0 |
| G ANDREWS SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL FORMANEK | VICE PRESIDENT Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACIE S CROWN | PRESIDENT/CHAIRMAN/DIRECTOR Trustee or director, Officer | 0.5 | $0 |
| JENNIFER A HANSON | SECRETARY/TREASURER/DIRECTOR Trustee or director, Officer | 0.5 | $0 |
| G ANDREWS SMITH | DIRECTOR Trustee or director | 0.5 | $0 |
| MICHAEL FORMANEK | VICE PRESIDENT Officer | 0.5 | $0 |
| CHRISTE CAVENESS | VICE PRESIDENT (THRU 3/7/23) Officer | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5910 N CENTRAL EXPY STE 1200, DALLAS, TX 75206-5144
- In care of
- % L&B REALTY ADVISORS LLP
- Principal officer (990 for 2025)
- STACIE S CROWN, 5910 N CENTRAL EXPRESSWAY 1200, DALLAS, TX 75206
- Signed the 990
- STACIE S CROWN, TREASURER & SECRETARY
- Phone
- (214) 989-0800
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ACQUIRE REAL PROPERTY AND REMIT NET INCOME TO THE TAX-EXEMPT SHAREHOLDER OF THIS ORGANIZATION.
Program accomplishments
- THE ORGANIZATION OPERATED THE RENTAL REAL ESTATE PROPERTY FOR ITS EXEMPT SHAREHOLDER, THE ALASKA PERMANENT FUND (TAX ID NUMBER 92-6001185). TOTAL DISTRIBUTIONS TO ITS SHAREHOLDER IN 2025 WERE $3,704,000.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-2422242
- Tax-exempt status
- 501(c)(25): Title-holding corporation for multiple parents
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S47)
- Assets (IRS master file)
- $64,718,216
- Income (IRS master file)
- $4,848,983
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,515,139 | $0 | $64,718,216 | IRS |
| 990 | December 2024 | $3,056,400 | $0 | $62,407,867 | IRS |
| 990 | December 2023 | $1,357,733 | $0 | $59,659,058 | XML |
| 990 | December 2022 | $1,968,044 | $0 | $57,004,196 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2422242).
Questions about ARBORETUM MARKET INVESTMENT GROUP INC
- What is the EIN of ARBORETUM MARKET INVESTMENT GROUP INC?
- The employer identification number (EIN) of ARBORETUM MARKET INVESTMENT GROUP INC is 20-2422242.
- Is ARBORETUM MARKET INVESTMENT GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(25) since 2005.
- Are donations to ARBORETUM MARKET INVESTMENT GROUP INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ARBORETUM MARKET INVESTMENT GROUP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ARBORETUM MARKET INVESTMENT GROUP INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARBORETUM MARKET INVESTMENT GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ARBORETUM MARKET INVESTMENT GROUP INC?
- The 990 for the year ended December 31, 2025 names STACIE S CROWN.
- Who are the officers and directors of ARBORETUM MARKET INVESTMENT GROUP INC?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ARBORETUM MARKET INVESTMENT GROUP INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,515,139, expenses of $0 and total assets of $64,718,216 at year end.
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