Nonprofit · EIN 42-0681060
OTTUMWA REGIONAL LEGACY FOUNDATION INC
Tax-exempt · OTTUMWA, IA 52501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,340,730 | $5,164,135 | -$823,405 | $73,810,628 | $334,978 | $73,475,650 |
| December 31, 2023 | 990-PF | $1,588,897 | $3,203,853 | -$1,614,956 | $70,085,992 | $631,668 | $69,454,324 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $474,930
- Dividends
- $1,317,529
- Net rental income
- $49,499
- Net gain from sales of assets
- $2,381,574
- Other income
- $117,198
Expenses
- Grants and similar amounts paid
- $3,130,103
- Compensation of officers, directors and key employees
- $397,671
- Salaries, compensation and benefits (total)
- $378,571
- Disbursements for charitable purposes
- $3,130,103
- Excise tax on investment income
- $49,695
Balance sheet and other
- Total assets, start of year
- $70,085,992
- Total assets, end of year
- $73,810,628
- Total liabilities, end of year
- $334,978
- Net assets, end of year
- $73,475,650
- Fair market value of assets
- $73,810,628
- Qualifying distributions
- $3,520,264
- Net investment income
- $3,946,692
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 |
|---|---|---|---|---|
| KELLY GENNERS 111 EAST MAIN STREET, OTTUMWA, IA 52501 | PRESIDENT/CEO | 40 | $226,633 | $13,253 |
| MIKE SPIELER 111 EAST MAIN STREET, OTTUMWA, IA 52501 | VP OF FINANCE | 40 | $171,038 | $10,225 |
| HOLLIE TOMETICH 111 EAST MAIN STREET, OTTUMWA, IA 52501 | VICE PREIDENT OF COM Highest-paid employee | 40 | $112,600 | $6,749 |
| AMY NOSSAMAN 111 EAST MAIN STREET, OTTUMWA, IA 52501 | GRANTS PROGRAM MANAG Highest-paid employee | 40 | $80,420 | $4,811 |
| ANDY MAW 111 EAST MAIN STREET, OTTUMWA, IA 52501 | COMMUNITY INITIATIVE Highest-paid employee | 40 | $76,166 | $4,568 |
| MEAGAN YEAGER 111 EAST MAIN STREET, OTTUMWA, IA 52501 | COMMUNICATIONS SPECI Highest-paid employee | 40 | $53,613 | $3,217 |
| HIMAR HERNANDEZ 111 EAST MAIN STREET, OTTUMWA, IA 52501 | CHAIR | 1 | $0 | $0 |
| DR JILL BUDDE 525 GRANDVIEW AVE, OTTUMWA, IA 52501 | VICE CHAIR | 1 | $0 | $0 |
| BRIAN MCWILLIAMS 119 NORTH WASHINGTON STREET, OTTUMWA, IA 52501 | TREASURER | 1 | $0 | $0 |
| NATALIE BOLIN 320 CHURCH STREET, OTTUMWA, IA 52501 | PAST CHAIR | 1 | $0 | $0 |
| SANDRA HENDRED 221 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| RUSS SPORER 508 NW BENJAMIN COURT, ANKENY, IA 50023 | DIRECTOR | 1 | $0 | $0 |
| DR JESSICA MCCULLEN 816 ALBIA ROAD, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| TAREN FERGUSON 525 GRANDVIEW AVE, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| JEAN DELL 10328 90TH STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK CLARK 201 WEST WALNUT STREET, ELDON, IA 52554 | DIRECTOR | 1 | $0 |
| ASHLEY NOREUIL 14491 TERMINAL AVENUE, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 |
| DAVID BRADFORD 15075 ALJON AVE SUITE 100, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KELLY GENNERS 111 EAST MAIN STREET, OTTUMWA, IA 52501 | PRESIDENT/CEO | 40 | $224,519 | $12,785 |
| MIKE SPIELER 111 EAST MAIN STREET, OTTUMWA, IA 52501 | VP OF FINANCE | 40 | $162,757 | $9,747 |
| HOLLIE TOMETICH 111 EAST MAIN STREET, OTTUMWA, IA 52501 | EXEC. DIRECTOR OTTUM Highest-paid employee | 40 | $105,432 | $6,320 |
| AMY NOSSAMAN 111 EAST MAIN STREET, OTTUMWA, IA 52501 | GRANTS PROGRAM MANAG Highest-paid employee | 40 | $76,634 | $4,590 |
| ANDY MAW 111 EAST MAIN STREET, OTTUMWA, IA 52501 | NEWCOMER RELATIONS C Highest-paid employee | 40 | $72,049 | $4,321 |
| MEGAN YEAGER 111 EAST MAIN STREET, OTTUMWA, IA 52501 | COMMUNICATIONS SPECI Highest-paid employee | 40 | $51,058 | $3,063 |
| HIMAR HERNANDEZ 111 EAST MAIN STREET, OTTUMWA, IA 52501 | CHAIR | 1 | $0 | $0 |
| JILL BUDDE 111 EAST MAIN STREET, OTTUMWA, IA 52501 | VICE CHAIR | 1 | $0 | $0 |
| BRIAN MCWILLIAMS 111 EAST MAIN STREET, OTTUMWA, IA 52501 | TREASURER | 1 | $0 | $0 |
| NATALIE BOLIN 111 EAST MAIN STREET, OTTUMWA, IA 52501 | PAST CHAIR | 1 | $0 | $0 |
| TAREN FERGUSON 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| JESSICA MCCULLEN 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| SANDRA HENDRED 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| JEAN DELL 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| DAVID BRADFORD 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| MARK CLARK 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| RUSS SPORER 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
| ASHLEY NOREUIL 111 EAST MAIN STREET, OTTUMWA, IA 52501 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 111 E MAIN ST, OTTUMWA, IA 52501-2915
- Signed the 990-PF
- MIKE SPIELER, VP OF FINANCE
- Phone
- (641) 455-5260
- Website
- WWW.OTTUMWALEGACY.ORG
- Return prepared by
- DENMAN CPA 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
- 42-0681060
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E22)
- Assets (IRS master file)
- $73,810,628
- Income (IRS master file)
- $15,222,462
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,340,730 | $5,164,135 | $73,810,628 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,588,897 | $3,203,853 | $70,085,992 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 42-0681060).
Questions about OTTUMWA REGIONAL LEGACY FOUNDATION INC
- What is the EIN of OTTUMWA REGIONAL LEGACY FOUNDATION INC?
- The employer identification number (EIN) of OTTUMWA REGIONAL LEGACY FOUNDATION INC is 42-0681060.
- Is OTTUMWA REGIONAL LEGACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to OTTUMWA REGIONAL LEGACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTTUMWA REGIONAL LEGACY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTTUMWA REGIONAL LEGACY FOUNDATION INC 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 OTTUMWA REGIONAL LEGACY FOUNDATION INC 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 OTTUMWA REGIONAL LEGACY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 18 people; 6 received compensation from the organization, the highest $226,633 (KELLY GENNERS, PRESIDENT/CEO).
- How much revenue does OTTUMWA REGIONAL LEGACY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,340,730, expenses of $5,164,135 and total assets of $73,810,628 at year end.
Other nonprofits in OTTUMWA
- RIVER HILLS COMMUNITY HEALTH CENTER INC EIN 42-1489471 · last filed 990 for 2026
- REGIONAL SERVICE GUILD EIN 81-0777410 · last filed 990 for 2025
- HEARTLAND PREGNANCY CENTER EIN 42-1373685 · last filed 990-EZ for 2025
- VICTORY RANCH EIN 26-4183285 · last filed 990-N for 2025
- WAPELLO COUNTY EMERGENCY MEDICAL SERVICES ASSOCIATION INC EIN 47-0871579 · last filed 990-N for 2025
- INTERNATIONAL HEALTH REACH EIN 41-3482137 · last filed 990-N for 2024
- SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION EIN 42-0923813 · last filed 990 for 2025
- AMERICAN HOME FINDING ASSOCIATION EIN 42-0713654 · last filed 990 for 2025