Nonprofit · EIN 42-1090677
SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY
Also known as U S BANK N A
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $118,349 | $251,280 | -$132,931 | $3,844,951 | $1,958 | $3,842,993 |
| June 30, 2024 | 990-PF | $184,781 | $218,106 | -$33,325 | $3,603,214 | $2,255 | $3,600,959 |
| June 30, 2023 | 990-PF | $215,822 | $197,895 | $17,927 | $3,282,537 | $2,460 | $3,280,077 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $42,626
- Dividends
- $106,677
- Interest
- $2,234
- Net gain from sales of assets
- -$33,188
Expenses
- Grants and similar amounts paid
- $137,315
- Compensation of officers, directors and key employees
- $46,778
- Salaries, compensation and benefits (total)
- $13,702
- Disbursements for charitable purposes
- $191,674
- Excise tax on investment income
- $813
Balance sheet and other
- Total assets, start of year
- $3,603,214
- Total assets, end of year
- $3,844,951
- Total liabilities, end of year
- $1,958
- Net assets, end of year
- $3,842,993
- Fair market value of assets
- $3,997,680
- Qualifying distributions
- $191,674
- Net investment income
- $108,911
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICCI NEILSON 6153 188TH STREET, BURLINGTON, IA 52601 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $50,357 |
| RUTH METZGER 1200 PARKWAY, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| PAT CUMMINGS 1515 REMEY, BURLINGTON, IA 52601 | BOARD MEMBER | 0 | $0 |
| SUE KRISTENSEN 1405C ORCHARD MEADOW DRIVE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| DENNIS STEWART 140 GREENBRIER DRIVE, BURLINGTON, IA 52601 | 1ST VICE PRESIDENT | 0 | $0 |
| JILL MEHAFFY-NALLEY 11809 180TH STREET, SPERRY, IA 52650 | BOARD MEMBER | 0 | $0 |
| JODI REUSCH 13388 HIDDEN PRAIRIE DRIVE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| CHRISTINE ERTZ 12247 BEAVERDALE RD, WEST BURLINGTON, IA 52655 | BOARD MEMBER | 0 | $0 |
| BRIAN HELLING 11235 CLIFF ROAD, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| MARK MCGUIRE 1528 WINCHESTER DRIVE, BURLINGTON, IA 52601 | BOARD MEMBER | 0 | $0 |
| BURTON PRUGH 300 IOWA ST, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| JUDY RIFFEL 12820 HIGHWAY 61, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| MARGIE SWANNER 1216 HAGEMANN AVE, BURLINGTON, IA 52601 | PRESIDENT | 0 | $0 |
| ED CARTER 3360 190TH ST, FORT MADISON, IA 52627 | TREASURER | 0 | $0 |
| ROBIN CUSHMAN 1010 S 4TH ST, BURLINGTON, IA 52601 | BOARD MEMBER | 0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM FRY 2703 SUMMER STREET, BURLINGTON, IA 52601 | BOARD MEMEBER | 0 | $0 |
| JANELLE MCGUIRE 1528 WINCHESTER DRIVE, BURLINGTON, IA 52601 | BOARD MEMBER | 0 | $0 |
| JOANIE POWER 1904 RIVER ST, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| EVELYN SWEARINGEN 227 N 7TH ST, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| US BANK BURLINGTON, BURLINGTON, IA 52601 | TRUSTEE | 0 | $0 |
| BARB GARCIA 2121 BARRET LN, BURLINGTON, IA 52601 | SECRETARY | 0 | $0 |
| Debbie LONGCORE 936 Horizon St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Sue SATTLER 12661 Hwy 61, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Janet SCHNOEBLEN 1407 Navajo St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Gary ORTH 2305 Charrette Ln, Burlington, IA 52601 | Volunteer | 0 | $0 |
| WAYNE HELMUS 829 HARRISON AVE, BURLINGTON, IA 52601 | CASE SERVICES COORDINATOR | 0 | $0 |
| LEAH MATTESON 829 HARRISON AVE, BURLINGTON, IA 52601 | 2ND VICE PRESIDENT | 0 | $0 |
| HEATHER KIENOL 829 HARRISON AVE, BURLINGTON, IA 52601 | BOARD MEMBER | 0 | $0 |
| RHONDA MILLER 829 HARRISON AVE, BURLINGTON, IA 52601 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US Bank Burlington, Burlington, IA 52601 | Trustee | 0 | $23,035 |
| Ruth Metzger 1200 Parkway, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Pat Cummings 1515 Remey, Burlington, IA 52601 | Board Member | 0 | $0 |
| Sue Kristensen 1405C Orchard Meadow Drive, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Dennis Stewart 140 Greenbrier Drive, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Chloe Hayes 214 E Longmeadow Drive, West Burlington, IA 52655 | Case Services Coordinator | 0 | $0 |
| Jill Mehaffy-Nalley 11809 180th Street, Sperry, IA 52650 | Volunteer | 0 | $0 |
| Jodi Reusch 13388 Hidden Prairie Drive, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Christine Ertz 12247 Beaverdale Rd, West Burlington, IA 52655 | Volunteer | 0 | $0 |
| Brian Helling 11235 Cliff Road, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Mark McGuire 1528 Winchester Drive, Burlington, IA 52601 | President | 0 | $0 |
| Burton Prugh 300 Iowa St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Judy Riffel 12820 Highway 61, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Margie Swanner 1216 Hagemann Ave, Burlington, IA 52601 | 1st Vice President | 0 | $0 |
| Briana Martson 409 Kimberly Dr, West Burlington, IA 52655 | Volunteer | 0 | $0 |
| Ed Carter 3360 190th St, Fort Madison, IA 52627 | Board Member | 0 | $0 |
| Robin Cushman 1010 S 4th St, Burlington, IA 52601 | Board Member | 0 | $0 |
| William Fry 2703 Summer Street, Burlington, IA 52601 | Treasurer | 0 | $0 |
| Janelle McGuire 1528 Winchester Drive, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Joanie Power 1904 River St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Evelyn Swearingen 227 N 7th St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Roger Schulz 4504 170th St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Barb Garcia 2121 Barret Ln, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Debbie Longcore 936 Horizon St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Sue Sattler 12661 Hwy 61, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Janet Schnoeblen 1407 Navajo St, Burlington, IA 52601 | Volunteer | 0 | $0 |
| Gary Orth 2305 Charrette Ln, Burlington, IA 52601 | Volunteer | 0 | $0 |
990-PF for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK BURLINGTON, BURLINGTON, IA 52601 | TRUSTEE | 0 | $21,799 |
| RUTH METZGER 1200 PARKWAY, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| PAT CUMMINGS 1515 REMEY, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| SUE KRISTENSEN 1405 C ORCHARD MEADOW DRIVE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| PAULA RENARD 11593 154TH AVE, WEST BURLINGTON, IA 52655 | VOLUNTEER | 0 | $0 |
| DENNIS STEWART 140 GREENBRIER DRIVE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| SAM WARNER 11061 KIOWA ROAD, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| AMY HAYES 218 E LONGMEADOW DRIVE, WEST BURLINGTON, IA 52655 | SECRETARY | 0 | $0 |
| HOWARD TOOPS 2505 CLEARVIEW DRIVE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| JILL MEHAFFY-NALLEY 11809 180TH STREET, SPERRY, IA 52650 | VOLUNTEER | 0 | $0 |
| JODI REUSCH 13388 HIDDEN PRAIRIE DRIVE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| CHRISTINE ERTZ 12247 BEAVERDALE RD, WEST BURLINGTON, IA 52655 | VOLUNTEER | 0 | $0 |
| BARB FENTON 2602 PARK PLACE, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| BRIAN HELLING 11235 CLIFF ROAD, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| MARK MCGUIRE 1528 WINCHESTER DR, BURLINGTON, IA 52601 | PRESIDENT | 0 | $0 |
| BURTON PRUGH 300 IOWA ST, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| JUDY RIFFEL 12820 HIGHWAY 61, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| MARGIE SWANNER 1216 HAGEMANN AVE, BURLINGTON, IA 52601 | 1ST VICE PRE | 0 | $0 |
| BRIANA MARTSON 409 KIMBERLY DR, WEST BURLINGTON, IA 52655 | VOLUNTEER | 0 | $0 |
| ED CARTER 3360 190TH ST, FT MADISON, IA 52627 | VOLUNTEER | 0 | $0 |
| ROBIN CUSHMAN 1010 S 4TH STREET, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| WILLIAM FRY 2703 SUMMER STREET, BURLINGTON, IA 52601 | TREASURER | 0 | $0 |
| JANELLE MCGUIRE 1528 WINCHESTER DR, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| JOANIE POWER 1904 RIVER ST, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| EVELYN SWEARINGEN 227 NO 7TH STREET, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| LISA DALY-BEGNER 410 SUMMER, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
| ROGER SCHULZ 4504 170TH STREET, BURLINGTON, IA 52601 | VOLUNTEER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 829 HARRISON AVE, BURLINGTON, IA 52601-6434
- In care of
- % ED CARTER
- Signed the 990-PF
- ED CARTER, TREASURER
- Phone
- (319) 752-8222
- Return prepared by
- Southeast Iowa Tax and Accounting
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1090677
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,844,951
- Income (IRS master file)
- $1,270,188
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $118,349 | $251,280 | $3,844,951 | XML |
| 990-PF | June 2024 | $184,781 | $218,106 | $3,603,214 | XML |
| 990-PF | June 2023 | $215,822 | $197,895 | $3,282,537 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 42-1090677).
Questions about SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY
- What is the EIN of SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY?
- The employer identification number (EIN) of SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY is 42-1090677.
- Is SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY 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 SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY?
- The 990-PF for the year ended June 30, 2025 lists 29 people; 1 received compensation from the organization, the highest $50,357 (RICCI NEILSON, EXECUTIVE DIRECTOR).
- How much revenue does SPECIAL NEEDS FOUNDATION OF DES MOINES COUNTY have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $118,349, expenses of $251,280 and total assets of $3,844,951 at year end.
Other nonprofits in BURLINGTON
- COMMUNITY ACTION OF SOUTHEST IOWA EIN 42-0923961 · last filed 990 for 2025
- HOPE HAVEN AREA DEVELOPMENT CENTER CORPORATION EIN 42-1000580 · last filed 990 for 2023
- BURLINGTON AREA YMCA INC EIN 13-4289848 · last filed 990 for 2025
- ALCOHOL & DRUG DEPENDENCY SERVICES OF SOUTHEAST IOWA EIN 42-6126329 · last filed 990 for 2025
- BURLINGTON GOLF CLUB EIN 42-0161770 · last filed 990 for 2025
- YOUNG HOUSE FAMILY SERVICES EIN 42-0959956 · last filed 990 for 2025
- BURLINGTON-WEST BURLINGTON AREA CHAMBER OF COMMERCE EIN 42-0161630 · last filed 990 for 2024
- SOUTHEAST IOWA REGIONAL RIVERBOAT COMMISSION EIN 42-1383318 · last filed 990 for 2025