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Nonprofit · EIN 41-6172658

CATHOLIC EDUCATION MEMORIAL FUND

Tax-exempt · OWATONNA, MN 55060

Financials

$129K$85K2023$72K$86K2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC EDUCATION MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$72,079$86,138-$14,059$1,933,003$0$1,933,003
June 30, 2024990$129,205$84,894$44,311$1,795,343$0$1,795,343
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$16,497
Program service revenue
$0
Investment income
$55,582
Net gain from sales of assets
$15,883
Other revenue
$0

Expenses

Grants and similar amounts paid
$62,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,378
Program services (functional)
$62,000
Management and general (functional)
$24,138

Balance sheet and other

Total assets, start of year
$1,795,343
Total assets, end of year
$1,933,003
Total liabilities, end of year
$0
Net assets, end of year
$1,933,003
Publicly traded securities
$1,870,836
Net assets without donor restrictions
$230,715
Net assets with donor restrictions
$1,702,288
Gross receipts
$396,851
Employees
0
Volunteers
6
Year formed
1975
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEPHEN NELSONPRESIDENT
Trustee or director, Officer
0.1$0
DEAN VELZKESECRETARY
Trustee or director, Officer
0.1$0
RON KUBICEKTREASURER
Trustee or director, Officer
0.5$0
DAVID THAMERTDIRECTOR
Trustee or director
0.1$0
TOM EICHTENDIRECTOR
Trustee or director
0.1$0
CORY ZIEGLERDIRECTOR
Trustee or director
0.1$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
STEPHEN NELSONPRESIDENT
Trustee or director, Officer
0.1$0
DEAN VELZKESECRETARY
Trustee or director, Officer
0.1$0
RON KUBICEKTREASURER
Trustee or director, Officer
0.5$0
BRIAN HAGGERTYDIRECTOR
Trustee or director
0.1$0
TIM MCMANIMONDIRECTOR
Trustee or director
0.1$0
JANE KUBISTADIRECTOR
Trustee or director
0.1$0

Address and contacts

Address (IRS master file)
PO BOX 291, OWATONNA, MN 55060-0291
Principal officer (990 for 2024)
RON KUBICEK, PO BOX 291, OWATONNA, MN 55060
Signed the 990
RON KUBICEK, TREASURER
Phone
(507) 451-1257
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

SUPPORT ST MARY'S SCHOOL, CATHOLIC EDUCATION

990 for the year ended June 30, 2025

Program accomplishments

  • PROMOTE, SUPPORT AND FURTHER CATHOLIC EDUCATION OF CATHOLIC YOUTH IN THE OWATONNA AREA. SUPPORT OF THE EDUCATION EFFORTS OF ST MARYS SCHOOL WHICH HAS ABOUT 275 STUDENTS IN K-8 AND PRE-SCHOOL HAS AN ADDITIONAL 50 STUDENTS. THE FAITH FORMATION PROGRAM SERVES CLOSE TO 150 CATHOLIC YOUTH IN OWATONNA IN GRADES K-12. SUPPORT FOR THOSE ATTENDING THE SEMINARY.
    Expenses $62,000 · grants $62,000

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
41-6172658
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
1975
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,933,003
Income (IRS master file)
$396,851

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$72,079$86,138$1,933,003XML
990June 2024$129,205$84,894$1,795,343XML
990June 2023$60,032$85,847$1,662,012IRS
990June 2022–––IRS
990June 2021–––IRS
990June 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 41-6172658).

Questions about CATHOLIC EDUCATION MEMORIAL FUND

What is the EIN of CATHOLIC EDUCATION MEMORIAL FUND?
The employer identification number (EIN) of CATHOLIC EDUCATION MEMORIAL FUND is 41-6172658.
Is CATHOLIC EDUCATION MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
Are donations to CATHOLIC EDUCATION MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CATHOLIC EDUCATION MEMORIAL FUND 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 CATHOLIC EDUCATION MEMORIAL FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHOLIC EDUCATION MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CATHOLIC EDUCATION MEMORIAL FUND?
The 990 for the year ended June 30, 2025 names RON KUBICEK.
Who are the officers and directors of CATHOLIC EDUCATION MEMORIAL FUND?
The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does CATHOLIC EDUCATION MEMORIAL FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $72,079, expenses of $86,138 and total assets of $1,933,003 at year end.

Other nonprofits in OWATONNA

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