Nonprofit · EIN 31-1724633
SOUTHEAST IOWA DONORS INC
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $121,179 | $61,469 | $59,710 | $1,020,115 | $0 | $1,020,115 |
| December 31, 2024 | 990-PF | $107,096 | $59,460 | $47,636 | $960,405 | $0 | $960,405 |
| December 31, 2023 | 990-PF | $24,473 | $57,958 | -$33,485 | $912,769 | $0 | $912,769 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $31,530
- Net gain from sales of assets
- $89,649
Expenses
- Grants and similar amounts paid
- $45,000
- Disbursements for charitable purposes
- $52,715
- Excise tax on investment income
- $943
Balance sheet and other
- Total assets, start of year
- $960,405
- Total assets, end of year
- $1,020,115
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,020,115
- Fair market value of assets
- $1,189,043
- Qualifying distributions
- $52,715
- Net investment income
- $76,593
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MCWILLIAMS 10 PINEHURST CIRCLE, OTTUMWA, IA 52501 | TREASURER | 0 | $0 |
| GINA LEONARD 12859 HIGHWAY 149, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| ANNE YOUNGMAN 2641 CLEARVIEW, OTTUMWA, IA 52501 | SECRETARY | 0 | $0 |
| BRIAN ROSE 34 BROOKWOOD COURT, OTTUMWA, IA 52501 | PRESIDENT | 0 | $0 |
| BRYAN LEE 1904 N COURT STREET, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| JAN WETRICH 541 INDIAN TRAIL ROAD, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| DAVID WEILBRENNER 1578 N FOSTER, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MCWILLIAMS 10 PINEHURST CIRCLE, OTTUMWA, IA 52501 | TREASURER | 0 | $0 |
| GINA LEONARD 12859 HIGHWAY 149, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| ANNE YOUNGMAN 2641 CLEARVIEW, OTTUMWA, IA 52501 | SECRETARY | 0 | $0 |
| BRIAN ROSE 34 BROOKWOOD COURT, OTTUMWA, IA 52501 | PRESIDENT | 0 | $0 |
| BRYAN LEE 1904 N COURT STREET, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| JAN WETRICH 541 INDIAN TRAIL ROAD, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| DAVID WEILBRENNER 1578 N FOSTER, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN MCWILLIAMS 10 PINEHURST CIRCLE, OTTUMWA, IA 52501 | TREASURER | 0 | $0 |
| GINA LEONARD 12859 HIGHWAY 149, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| ANNE YOUNGMAN 2641 CLEARVIEW, OTTUMWA, IA 52501 | SECRETARY | 0 | $0 |
| BRIAN ROSE 34 BROOKWOOD COURT, OTTUMWA, IA 52501 | PRESIDENT | 0 | $0 |
| BRYAN LEE 1904 N COURT STREET, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| JAN WETRICH 541 INDIAN TRAIL ROAD, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
| DAVID WEILBRENNER 1578 N FOSTER, OTTUMWA, IA 52501 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 119 N WASHINGTON ST, OTTUMWA, IA 52501-2530
- In care of
- % DOUGLAS ROBERTSON
- Signed the 990-PF
- BRIAN ROSE, PRESIDENT
- Phone
- (641) 684-4948
- Return prepared by
- DAVIS & LEWIS PLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1724633
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,020,115
- Income (IRS master file)
- $344,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $121,179 | $61,469 | $1,020,115 | IRS |
| 990-PF | December 2024 | $107,096 | $59,460 | $960,405 | IRS |
| 990-PF | December 2023 | $24,473 | $57,958 | $912,769 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 31-1724633).
Questions about SOUTHEAST IOWA DONORS INC
- What is the EIN of SOUTHEAST IOWA DONORS INC?
- The employer identification number (EIN) of SOUTHEAST IOWA DONORS INC is 31-1724633.
- Is SOUTHEAST IOWA DONORS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SOUTHEAST IOWA DONORS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOUTHEAST IOWA DONORS INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOUTHEAST IOWA DONORS 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 SOUTHEAST IOWA DONORS INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SOUTHEAST IOWA DONORS INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SOUTHEAST IOWA DONORS INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $121,179, expenses of $61,469 and total assets of $1,020,115 at year end.
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