Nonprofit · EIN 36-3537959
HIAWATHA EDUCATION FOUNDATION
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,177,849 | $3,162,027 | $6,015,822 | $61,177,084 | $74 | $61,177,010 |
| December 31, 2023 | 990-PF | $2,880,042 | $2,452,736 | $427,306 | $57,639,478 | $2,091 | $57,637,387 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,065,201
- Dividends
- $627,495
- Interest
- $84,937
- Net gain from sales of assets
- $4,400,216
Expenses
- Grants and similar amounts paid
- $2,951,350
- Compensation of officers, directors and key employees
- $80,000
- Disbursements for charitable purposes
- $2,951,350
- Excise tax on investment income
- $68,137
Balance sheet and other
- Total assets, start of year
- $57,639,478
- Total assets, end of year
- $61,177,084
- Total liabilities, end of year
- $74
- Net assets, end of year
- $61,177,010
- Fair market value of assets
- $61,177,084
- Qualifying distributions
- $2,951,350
- Net investment income
- $5,112,648
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONIQUE DUNCAN 225 MAIN ST, WINONA, MN 55987 | SECRETARY/EXECUTIVE DIRECT | 30 | $40,000 | $6,601 |
| PHILLIP B DUNCAN 225 MAIN ST, WINONA, MN 55987 | TREASURER/CFO | 30 | $40,000 | $6,601 |
| ROBERT KIERLIN DEC'D 21025 225 MAIN ST, WINONA, MN 55987 | PRESIDENT | 3 | $0 | $0 |
| LARA KIERLIN 225 MAIN ST, WINONA, MN 55987 | VICE PRESIDENT | 0.5 | $0 | $0 |
| TODD WERNER 225 MAIN ST, WINONA, MN 55987 | DIRECTOR | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONIQUE DUNCAN PO BOX 162503, AUSTIN, TX 78716 | SECRETARY/EXECUTIVE DIRECT | 30 | $40,000 | $5,916 |
| PHILLIP B DUNCAN PO BOX 162503, AUSTIN, TX 78716 | TREASURER/INVESTMENT OFFICER | 30 | $40,000 | $5,915 |
| ROBERT KIERLIN PO BOX 162503, AUSTIN, TX 78716 | PRESIDENT | 3 | $0 | $0 |
| LARA KIERLIN PO BOX 162503, AUSTIN, TX 78716 | VICE PRESIDENT | 0.5 | $0 | $0 |
| TODD WERNER PO BOX 162503, AUSTIN, TX 78716 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 MAIN ST, WINONA, MN 55987-3502
- Signed the 990-PF
- PHILLIP B DUNCAN, TREASURER / CFO
- Phone
- (507) 205-2611
- Return prepared by
- HAWKINS ASH CPAS LLP
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 | Not 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
- 36-3537959
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $61,177,084
- Income (IRS master file)
- $15,925,681
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,177,849 | $3,162,027 | $61,177,084 | XML |
| 990-PF | December 2023 | $2,880,042 | $2,452,736 | $57,639,478 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 36-3537959).
Questions about HIAWATHA EDUCATION FOUNDATION
- What is the EIN of HIAWATHA EDUCATION FOUNDATION?
- The employer identification number (EIN) of HIAWATHA EDUCATION FOUNDATION is 36-3537959.
- Is HIAWATHA EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to HIAWATHA EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HIAWATHA EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HIAWATHA EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HIAWATHA EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HIAWATHA EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $40,000 (MONIQUE DUNCAN, SECRETARY/EXECUTIVE DIRECT).
- How much revenue does HIAWATHA EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,177,849, expenses of $3,162,027 and total assets of $61,177,084 at year end.
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