Nonprofit · EIN 36-3616821
SMH FOUNDATION
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $588,445 | $588,445 | $0 | $0 | $0 | $0 |
| September 30, 2024 | 990-EZ | $0 | $0 | $0 | $0 | $0 | $0 |
| September 30, 2023 | 990-EZ | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $581,242
- Program service revenue
- $0
- Investment income
- $7,203
- Net gain from sales of assets
- $7,203
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $588,445
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $588,445
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $1,169,687
- Employees
- 0
- Volunteers
- 6
- Year formed
- 1990
- State of legal domicile
- MN
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JESSICA MURAS | ADMINISTRATOR Officer | 0.5 | $0 | $90,167 |
| STACY JOHNSON | SHC - BUSINESS OFFICE DIRE Officer | 0.5 | $0 | $82,916 |
| STEVEN HOLMAY | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| DONALD ROESSLER | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN CURRAN | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| LINDA DIGBY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| MARILEE VOGEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| REV GREG SCHAEFER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990-EZ for the year ended September 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA MURAS | ADMINISTRATOR | 0.5 | $0 |
| STACY JOHNSON | SHC - BUSINESS OFFICE DIRECTOR | 0.5 | $0 |
| STEVEN HOLMAY | PRESIDENT | 0.5 | $0 |
| DONALD ROESSLER | VICE PRESIDENT | 0.5 | $0 |
| JOHN CURRAN | TREASURER | 0.5 | $0 |
| LINDA DIGBY | SECRETARY | 0.5 | $0 |
| ANNIE RUPPERT | DIRECTOR | 0.5 | $0 |
| BERNARD KLINGER | DIRECTOR | 0.5 | $0 |
| REV GREG SCHAEFER | DIRECTOR | 0.5 | $0 |
990-EZ for the year ended September 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARA BLAIR | ADMINISTRATOR - PART YEAR | 0.5 | $0 |
| JESSICA MURAS | ADMINISTRATOR | 0.5 | $0 |
| STACY JOHNSON | SHC - BUSINESS OFFICE DIRECTOR | 0.5 | $0 |
| STEVEN HOLMAY | PRESIDENT | 0.5 | $0 |
| DONALD ROESSLER | VICE PRESIDENT | 0.5 | $0 |
| JOHN CURRAN | TREASURER | 0.5 | $0 |
| LINDA DIGBY | SECRETARY | 0.5 | $0 |
| ANNIE RUPPERT | DIRECTOR | 0.5 | $0 |
| BERNARD KLINGER | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1635 W SERVICE DR, WINONA, MN 55987-2186
- Principal officer (990 for 2024)
- JESSI MURAS, 1635 WEST SERVICE DRIVE, WINONA, MN 55987
- Signed the 990
- JESSI MURAS, ADMINISTRATOR
- Phone
- (507) 454-5540
- Website
- WWW.SAUERHEALTHCARE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO ASSIST TAX-EXEMPT ORGANIZATIONS WHO SERVE AGED AND HANDICAPPED IN THE WINONA AND SURROUNDING AREA WHO ARE IN NEED OF NURSING CARE, BY MAKING CONTRIBUTIONS TO SUCH ORGANIZATIONS PARTICULARLY SAUER HEALTH CARE.
Program accomplishments
- SMH FOUNDATION - WE PROVIDE ASSISTANCE BY MAKING CONTRIBUTIONS TO TAX-EXEMPT ORGANIZATIONS, PARTICULARLY SAUER HEALTH CARE WHO SERVES THE AGED IN WINONA AND THE SURROUNDING AREA.Expenses $588,445 · grants $588,445
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-EZ on file |
IRS record
- EIN
- 36-3616821
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Income (IRS master file)
- $1,169,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $588,445 | $588,445 | $0 | XML |
| 990-EZ | September 2024 | $0 | $0 | $0 | XML |
| 990-EZ | September 2023 | $0 | $0 | $0 | XML |
| 990-EZ | September 2022 | – | – | – | IRS |
| 990-EZ | September 2021 | – | – | – | IRS |
| 990-EZ | September 2020 | – | – | – | IRS |
| 990-EZ | September 2019 | – | – | – | 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 36-3616821).
Questions about SMH FOUNDATION
- What is the EIN of SMH FOUNDATION?
- The employer identification number (EIN) of SMH FOUNDATION is 36-3616821.
- Is SMH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to SMH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SMH FOUNDATION 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 SMH FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SMH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SMH FOUNDATION?
- The 990 for the year ended September 30, 2025 names JESSI MURAS.
- Who are the officers and directors of SMH FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SMH FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $588,445, expenses of $588,445 and total assets of $0 at year end.
Other nonprofits in WINONA
- WINONA HEALTH SERVICES EIN 41-0713914 · last filed 990 for 2025
- ST MARYS UNIVERSITY OF MINNESOTA EIN 41-0695527 · last filed 990 for 2025
- COTTER SCHOOLS EIN 41-1653997 · last filed 990 for 2025
- SLAGGIE FAMILY FOUNDATION EIN 41-1878894 · last filed 990-PF for 2024
- SAINT ANNE OF WINONA EIN 41-0850791 · last filed 990 for 2025
- WINONA SENIOR SERVICES INC EIN 41-1936536 · last filed 990 for 2025
- HIAWATHA VALLEY MENTAL HEALTH CENTER EIN 41-0889423 · last filed 990 for 2025
- HOME AND COMMUNITY OPTIONS INC EIN 41-1278194 · last filed 990 for 2025