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Nonprofit · EIN 42-0923813

SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION

Tax-exempt · OTTUMWA, IA 52501

Financials

$15.4M$15.2M2022$12.7M$12.5M2023$12.3M$12.4M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$12,325,334$12,357,787-$32,453$5,439,572$1,174,861$4,264,711
June 30, 2024990$12,708,285$12,492,031$216,254$5,365,674$1,068,510$4,297,164
June 30, 2023990$15,400,192$15,207,270$192,922$5,362,332$1,281,422$4,080,910
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$11,315,277
of which government grants
$9,254,829
Program service revenue
$692,471
Investment income
$39,230
Net income from fundraising events
$10,772
Other revenue
$278,356

Expenses

Grants and similar amounts paid
$2,677,573
Compensation of officers, directors and key employees
$297,853
Other salaries and wages
$4,701,467
Salaries, compensation and benefits (total)
$6,625,603
Professional fundraising fees
$0
Legal fees
$38,985
Occupancy
$322,525
Travel
$113,263
Depreciation
$80,121
Program services (functional)
$11,658,599
Management and general (functional)
$699,188

Balance sheet and other

Total assets, start of year
$5,365,674
Total assets, end of year
$5,439,572
Total liabilities, end of year
$1,174,861
Net assets, end of year
$4,264,711
Land, buildings and equipment
$956,345
Net assets without donor restrictions
$4,264,711
Gross receipts
$12,334,517
Employees
176
Volunteers
625
Year formed
1965
State of legal domicile
IA

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 / weekCompensationOther / benefits
BRIAN DUNNEXECUTIVE DIRECTOR
Officer
50$110,868$11,631
TINA JAEGERSFISCAL OFFICER
Officer
50$92,397$8,760
TAMMY HOTEKDEPUTY DIRECTOR (THRU JAN 2025)
Officer
32$80,988$14,439
CHUCK WEBBCHAIR
Trustee or director, Officer
1$0$0
SARAH HOPKINSVICE CHAIR
Trustee or director, Officer
1$0$0
JOY PROTHEROTREASURER
Trustee or director, Officer
1$0$0
RACHAEL BUTLERSECRETARY
Trustee or director, Officer
1$0$0
HEIDI BAKERDIRECTOR
Trustee or director
1$0$0
DARREN BATTERSONDIRECTOR
Trustee or director
1$0$0
SUSIE DRISHDIRECTOR
Trustee or director
1$0$0
MICHAEL HADLEYDIRECTOR
Trustee or director
1$0$0
BETHANY HAGMEIERDIRECTOR
Trustee or director
1$0$0
DAVID HENDERSONDIRECTOR
Trustee or director
1$0$0
DESTYNI JOHNSONDIRECTOR
Trustee or director
1$0$0
VIOLET LANDSTROMDIRECTOR
Trustee or director
1$0$0
3 more people on this return
NameTitleHours / weekCompensation
COLLEEN REEDDIRECTOR
Trustee or director
1$0
ALEX RICHARDSDIRECTOR (THRU DEC 2024)
Trustee or director
1$0
KATHY SALTGAVERDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensationOther / benefits
BRIAN DUNNEXECUTIVE DIRECTOR
Officer
50$107,983$11,307
TAMMY HOTEKDEPUTY DIRECTOR
Officer
32$87,301$14,437
TINA JAEGERSFISCAL OFFICER
Officer
50$87,995$8,340
CHUCK WEBBCHAIR
Trustee or director, Officer
1$0$0
SARAH HOPKINSVICE CHAIR
Trustee or director, Officer
1$0$0
JOY PROTHEROTREASURER
Trustee or director, Officer
1$0$0
RACHAEL BUTLERSECRETARY
Trustee or director, Officer
1$0$0
HEIDI BAKERDIRECTOR
Trustee or director
1$0$0
DARREN BATTERSONDIRECTOR
Trustee or director
1$0$0
BREANNA BRADBURYPOLICY COUNCIL REP THRU SEPT 2023
Trustee or director
1$0$0
SUSIE DRISHDIRECTOR
Trustee or director
1$0$0
MICHAEL HADLEYDIRECTOR
Trustee or director
1$0$0
DAVID HENDERSONDIRECTOR
Trustee or director
1$0$0
VIOLET LANDSTROMDIRECTOR
Trustee or director
1$0$0
ALICIA LONGDIRECTOR THRU MARCH 2024
Trustee or director
1$0$0
ALEX RICHARDSDIRECTOR
Trustee or director
1$0$0
MARISELA SANCHEZDIRECTOR
Trustee or director
1$0$0
KATHY SALTGAVERDIRECTOR
Trustee or director
1$0$0
PAUL VEENSTRAPOLICY COUNCIL REP THRU NOV 2023
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 21 people
NameTitleHours / weekCompensationOther / benefits
BRIAN DUNNEXECUTIVE DIRECTOR
Officer
50$104,331$11,029
TAMMY HOTEKDEPUTY DIRECTOR
Officer
50$91,941$14,840
TINA JAEGERSFISCAL OFFICER
Officer
50$49,289$4,670
JOY PROTHEROCHAIR
Trustee or director, Officer
1$0$0
SARAH HOPKINSTREASURER
Trustee or director, Officer
1$0$0
ALICIA LONGVICE CHAIR
Trustee or director, Officer
1$0$0
CHUCK WEBBSECRETARY
Trustee or director, Officer
1$0$0
ROWAN SCRUGGSPOLICY COUNCIL REP - THRU 11/22
Trustee or director
1$0$0
HEIDI BAKERDIRECTOR
Trustee or director
1$0$0
DARREN BATTERSONDIRECTOR
Trustee or director
1$0$0
BREANNA BRADBURYPOLICY COUNCIL REP
Trustee or director
1$0$0
RACHAEL BUTLERDIRECTOR
Trustee or director
1$0$0
SUSIE DRISHDIRECTOR
Trustee or director
1$0$0
MATT GREINERDIRECTOR - THRU 01/23
Trustee or director
1$0$0
MICHAEL HADLEYDIRECTOR
Trustee or director
1$0$0
DAVID HENDERSONDIRECTOR
Trustee or director
1$0$0
WAYNE HUITDIRECTOR - THRU 01/23
Trustee or director
1$0$0
VIOLET LANDSTROMDIRECTOR
Trustee or director
1$0$0
ALEX RICHARDSDIRECTOR
Trustee or director
1$0$0
MARISELA SANCHEZDIRECTOR
Trustee or director
1$0$0
KATHY SALTGAVERDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
PO BOX 658, OTTUMWA, IA 52501-0658
Principal officer (990 for 2024)
BRIAN DUNN, 725 W SECOND STREET, OTTUMWA, IA 52501
Signed the 990
BRIAN DUNN, EXECUTIVE DIRECTOR
Phone
(641) 682-8741
Return prepared by
WIPFLI ADVISORY LLC

Mission

TO ADDRESS THE CAUSES AND CONDITIONS OF POVERTY THROUGH COMMUNITY ENGAGEMENT, ECONOMIC SUPPORT, EDUCATION AND COGNITIVE DEVELOPMENT, FAMILY SUPPORT, HEALTH AND WELFARE, HOUSING STABILIZATION, ANY OTHER ACTIVITIES WHICH SECURE OPPORTUNITIES FOR AND BENEFIT PEOPLE WITH LOW-INCOME AND AND INSUFFICIENT RESOURCES.

990 for the year ended June 30, 2025

Program accomplishments

  • CHILD EDUCATION:THE ORGANIZATION'S HEAD START PROGRAM IS A PRESCHOOL EXPERIENCE FOR LOW-INCOME AND DISABLED CHILDREN 3-5 YEARS OF AGE. HEAD START IS A HOLISTIC APPROACH TO EARLY CHILDHOOD EDUCATION THAT ADDRESSES NOT ONLY THE EDUCATIONAL NEEDS OF THE CHILDREN BUT ALSO THE HEALTH, NUTRITION, SOCIAL, MENTAL HEALTH AND LITERACY NEEDS AS WELL. MULTI-CULTURAL CLASSROOMS SERVE CHILDREN WHO ARE UNABLE TO SPEAK ENGLISH OR SPEAK ENGLISH AS A SECONDARY LANGUAGE.CHILDREN ATTEND PRESCHOOL CLASSES FOUR DAYS A WEEK. MEALS AND SNACKS ARE SERVED. IN ADDITION TO THE CLASSROOM ACTIVITIES, CHILDREN AND THEIR PARENTS TAKE PART IN FIELD TRIPS TO EXPOSE THEM TO EDUCATIONAL AND CULTURAL ACTIVITIES IN THEIR COMMUNITIES.
    Expenses $3,909,334
  • ENERGY ASSISTANCE:THE ENERGY ASSISTANCE PROGRAM IS AVAILABLE TO ASSIST WITH PARTIAL PAYMENT OF HEATING COSTS FOR QUALIFIED APPLICANTS. APPLICATIONS MAY BE MADE AT ANY OF THE NEIGHBORHOOD RESOURCE CENTERS. THE PROGRAM PROVIDES SEVERAL TYPES OF ASSISTANCE. THE AMOUNT OF THE PAYMENT IS BASED ON THE FAMILY INCOME, NUMBER OF INDIVIDUALS IN THE FAMILY, TYPE OF HOUSING AND TYPE OF HEATING FUEL USED.
    Expenses $2,683,697 · grants $2,677,573 · revenue $9,578
  • SUBSTANCE ABUSE:THE ORGANIZATION'S SUBSTANCE ABUSE SERVICES PROGRAM IS LICENSED BY THE IOWA DEPARTMENT OF PUBLIC HEALTH. BEHAVIORAL HEALTH AND TREATMENT SERVICES PROVIDES OUTPATIENT SUBSTANCE ABUSE TREATMENT AND EVALUATION SERVICES. THE PROGRAM BEGINS WITH THE THOROUGH EVALUATION OF THE TREATMENT NEEDS OF CLIENTS FOLLOWED BY THE DEVELOPMENT OF A COMPREHENSIVE TREATMENT PLAN INTENDED TO ADDRESS THE SPECIFIC CONCERNS IDENTIFIED BY THE CLIENT. AFTERCARE AND REFERRAL ARE ALSO AVAILABLE.
    Expenses $1,672,735 · revenue $681,783
  • FOOD PROGRAMS.
    Expenses $1,084,694
  • COMMUNITY SERVICES.
    Expenses $701,185 · revenue $1,110
  • DISCRETIONARY ACTIVITIES-WE ADDED A DAYCARE CENTER AND BECAME FISCAL AGENT FOR IOWA COMMUNITY ACTION.
    Expenses $641,447
  • WEATHERIZATION ASSISTANCE:OUR ORGANIZATION'S WEATHERIZATION SERVICES IS CONTRACTED THROUGH FEDERAL AND STATE GRANTS. WEATHERIZATION SERVICES HELP REDUCE THE HEATING AND COOLING COSTS FOR LOW-INCOME PERSONES, BY IMPROVING THE ENERGY EFFICIENCY OF THEIR HOMES.
    Expenses $528,753
  • FAMILY DEVELOPMENT.
    Expenses $436,754

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
42-0923813
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1968
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,439,572
Income (IRS master file)
$12,334,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$12,325,334$12,357,787$5,439,572XML
990June 2024$12,708,285$12,492,031$5,365,674XML
990June 2023$15,400,192$15,207,270$5,362,332XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 42-0923813).

Questions about SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION

What is the EIN of SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION?
The employer identification number (EIN) of SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION is 42-0923813.
Is SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION 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 SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION 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 SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION 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 SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION?
The 990 for the year ended June 30, 2025 names BRIAN DUNN.
Who are the officers and directors of SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION?
The 990 for the year ended June 30, 2025 lists 18 people; 3 received compensation from the organization, the highest $110,868 (BRIAN DUNN, EXECUTIVE DIRECTOR).
How much revenue does SOUTHERN IOWA ECONOMIC DEVELOPMENT ASSOCIATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $12,325,334, expenses of $12,357,787 and total assets of $5,439,572 at year end.

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