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Nonprofit · EIN 42-1306327

SPENCER COMMUNITY SCHOOL FOUNDATION

Tax-exempt · SPENCER, IA 51301

Financials

$274K$292K2023$559K$598K2024
Revenue Expenses · by fiscal year end
Financials of SPENCER COMMUNITY SCHOOL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$559,152$597,608-$38,456$2,222,984$302$2,222,682
June 30, 2024990$274,065$291,884-$17,819$2,261,559$421$2,261,138
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$467,796
Program service revenue
$0
Investment income
$91,356
Net gain from sales of assets
$13,796
Other revenue
$0

Expenses

Grants and similar amounts paid
$541,297
Compensation of officers, directors and key employees
$0
Other salaries and wages
$38,641
Salaries, compensation and benefits (total)
$41,597
Professional fundraising fees
$0
Accounting fees
$7,340
Program services (functional)
$541,297
Management and general (functional)
$56,311

Balance sheet and other

Total assets, start of year
$2,261,559
Total assets, end of year
$2,222,984
Total liabilities, end of year
$302
Net assets, end of year
$2,222,682
Publicly traded securities
$1,440,229
Gross receipts
$570,356
Employees
2
Volunteers
14
Year formed
1987
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 / weekCompensation
SHELLY HELMINKPresident
Trustee or director, Officer
2$0
BREA SCHMIDTVice President
Trustee or director, Officer
2$0
MICHAEL BRYANTreasurer
Trustee or director, Officer
3$0
TERRY HEMANNSUPERINTENDENT
Trustee or director
1$0
ROBERT WHITTENBURGSecretary
Trustee or director, Officer
2$0
STEVE BOMGAARSDirector
Trustee or director
1$0
ANNE JOHNSONDirector
Trustee or director
1$0
EMILY GROSSDirector
Trustee or director
1$0
SUSAN HARMANDirector
Trustee or director
1$0
WES SIMPSONDirector
Trustee or director
1$0
NANCY NAEVEDirector
Trustee or director
1$0
BRANDON ZIMMERMANNDirector
Trustee or director
1$0
JILL DAVISDirector
Trustee or director
1$0
MIKE KOENECKEDirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
SHELLY HELMINKPresident
Trustee or director, Officer
2$0
BREA SCHMIDTVice President
Trustee or director, Officer
2$0
MICHAEL BRYANTreasurer
Trustee or director, Officer
3$0
TERRY HEMANNSUPERINTENDENT
Trustee or director
1$0
ROBERT WHITTENBURGSecretary
Trustee or director, Officer
2$0
STEVE BOMGAARSDirector
Trustee or director
1$0
ANNE JOHNSONDirector
Trustee or director
1$0
EMILY GROSSDirector
Trustee or director
1$0
SUSAN HARMANDirector
Trustee or director
1$0
WES SIMPSONDirector
Trustee or director
1$0
NANCY NAEVEDirector
Trustee or director
1$0
BRANDON ZIMMERMANNDirector
Trustee or director
1$0
JILL DAVISDirector
Trustee or director
1$0
MIKE KOENECKEDirector
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 200, SPENCER, IA 51301-0200
Principal officer (990 for 2024)
SHELLY HELMINK, 1515 W 12TH ST, SPENCER, IA 51301
Signed the 990
MICHAEL BRYAN, Treasurer
Phone
(712) 262-8950
Return prepared by
Campbell Higgins & Mummert PC

Mission

TO PROVIDE ENHANCED LEARNING OPPORTUNITIES NOT PROVIDED FOR IN THE SCHOOL DISTRICT BUDGET FOR TEACHERS, STAFF AND STUDENTS.

990 for the year ended June 30, 2025

Program accomplishments

  • THIS GRANT WAS MADE TO FUND: (1) NEW TEACHER STIPENDS TO SET UP CLASSROOMS (2)AID FOR FLOOD RECOVERY EFFORTS (3) LIFE LEARNING LESSONS TO SPECIAL EDUCATION STUDENTS
    Expenses $378,670 · grants $378,670
  • SCHOLARSHIPS WERE AWARDED TO 74 GRADUATING/GRADUATED SENIORS AT SPENCER HIGH SCHOOL IN ORDER TO HELP THEM DEVELOP AND INCREASE THEIR EDUCATIONAL OPPORTUNITIES. SEE SCHEDULE O FOR THE LIST OF SCHOLARSHOP RECIPIENTS IN THE FISCAL YEAR 2024.
    Expenses $128,364 · grants $128,364
  • 21 "MINI GRANTS" WERE GIVEN OUT TO STUDENTS AND FACULTY OF THE SPENCER COMMUNITY SCHOOL DISTRICT TO HELP MAINTAIN, DEVELOP, INCREASE AND EXTEND THE FACILITIES AND PROVIDE BROADER EDUCATIONAL SERVICE OPPORTUNITIES TO ITS STUDENTS, STAFF, AND FACULTY.
    Expenses $34,263 · grants $34,263

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
42-1306327
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
1988
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B122)
Assets (IRS master file)
$2,222,984
Income (IRS master file)
$570,356

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$559,152$597,608$2,222,984XML
990June 2024$274,065$291,884$2,261,559XML
990June 2023$444,277$234,551$2,279,493IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––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 42-1306327).

Questions about SPENCER COMMUNITY SCHOOL FOUNDATION

What is the EIN of SPENCER COMMUNITY SCHOOL FOUNDATION?
The employer identification number (EIN) of SPENCER COMMUNITY SCHOOL FOUNDATION is 42-1306327.
Is SPENCER COMMUNITY SCHOOL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to SPENCER COMMUNITY SCHOOL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SPENCER COMMUNITY SCHOOL 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 SPENCER COMMUNITY SCHOOL FOUNDATION 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 SPENCER COMMUNITY SCHOOL FOUNDATION 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 SPENCER COMMUNITY SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 names SHELLY HELMINK.
Who are the officers and directors of SPENCER COMMUNITY SCHOOL FOUNDATION?
The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does SPENCER COMMUNITY SCHOOL FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $559,152, expenses of $597,608 and total assets of $2,222,984 at year end.

Other nonprofits in SPENCER

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