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Nonprofit · EIN 42-1375606

MASON CITY FOUNDATION

Tax-exempt · MASON CITY, IA 50401

Financials

$397K$561K2023$909K$617K2024
Revenue Expenses · by fiscal year end
Financials of MASON CITY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$909,263$617,231$292,032$5,725,516$13,059$5,712,457
December 31, 2023990$397,254$560,558-$163,304$5,581,519$161,094$5,420,425
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$747,411
Program service revenue
$94,233
Investment income
$843
Net rental income
$1,533
Net income from fundraising events
$33,642
Net income from sales of inventory
$26,242
Other revenue
$66,776

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$49,616
Other salaries and wages
$67,882
Salaries, compensation and benefits (total)
$132,012
Professional fundraising fees
$0
Accounting fees
$1,040
Occupancy
$175,263
Depreciation
$193,029
Program services (functional)
$475,998
Management and general (functional)
$131,670
Fundraising (functional)
$9,563

Balance sheet and other

Total assets, start of year
$5,581,519
Total assets, end of year
$5,725,516
Total liabilities, end of year
$13,059
Net assets, end of year
$5,712,457
Land, buildings and equipment
$5,050,982
Net assets without donor restrictions
$5,712,457
Gross receipts
$944,888
Employees
7
Year formed
1991
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
DALENA BARZPRESIDENT
Trustee or director, Officer
–$0
ANN BEASLEYVICE PRESIDE
Trustee or director, Officer
–$0
TOM BIRDSALLTREASURER
Trustee or director, Officer
–$0
ANNA GRUEMMERDIRECTOR
Trustee or director
–$0
NATHAN HEHRDIRECTOR
Trustee or director
–$0
ELIZABETH KIRBYDIRECTOR
Trustee or director
–$0
NANCY LASSDIRECTOR
Trustee or director
–$0
BARBARA MACGREGORDIRECTOR
Trustee or director
–$0
AMANDA RAGANDIRECTOR
Trustee or director
–$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
NICK WHITEHURSTOPERATIONS MANAGER
Trustee or director, Officer, Key employee, Highest-paid employee
40$45,000
DALENA BARZPRESIDENT
Trustee or director, Officer
2$0
NATHAN HEHRDIRECTOR
Trustee or director
1$0
ANN BEASLEYVICE PRESIDENT
Trustee or director, Officer
1$0
ELIZABETH KIRBYDIRECTOR
Trustee or director
1$0
NANCY LASSDIRECTOR
Trustee or director
1$0
ANNA GRUEMMERDIRECTOR
Trustee or director
1$0
TOM BIRDSALLTREASURER
Trustee or director, Officer
1$0
AMY KADUCEDIRECTOR
Trustee or director
1$0
BARBARA MACGREGORDIRECTOR
Trustee or director
1$0
AMANDA RAGANDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
308 S PENNSYLVANIA AVE, MASON CITY, IA 50401-3913
In care of
% DAVID A VIKTUREK
Principal officer (990 for 2024)
DALENA BARZ
Signed the 990
NICK WHITEHURST, EXECUTIVE DIRECTOR
Phone
(641) 424-2852
Return prepared by
HARRISON & ASSOCIATES CPAS PLLC

Mission

TO CULTIVATE AND SUPPORT EFFORTS TO ENRIGH THE CULTURAL ENVIRONMENT OF THE COMMUNITY. THE FOUNDATION OPERATES THE BOYHOOD HOME OF MEREDITH WILLSON AND MUSIC MAN SQUARE.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PRESERVE THE HERITAGE OF MEREDITH WILLSON BY BUILDING AND MAINTAINING A FACILITY TO HOUSE A MUSEUM AND THEATRE; OPERATING THE MEREDITH WILLSOM BOYHOOD HOME AS A LOCAL LANDMARK; PROVIDING MUSIC EDUCATION PROGRAMS TO INDVIDUALS OF ALL AGES.
    Expenses $475,998

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
42-1375606
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
1991
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C20Z)
Assets (IRS master file)
$5,725,516
Income (IRS master file)
$944,888

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024–––IRS
990December 2023$397,254$560,558$5,581,519IRS
990December 2022$408,234$537,466$5,745,879IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MASON CITY FOUNDATION

What is the EIN of MASON CITY FOUNDATION?
The employer identification number (EIN) of MASON CITY FOUNDATION is 42-1375606.
Is MASON CITY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to MASON CITY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MASON CITY 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 MASON CITY FOUNDATION 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 MASON CITY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MASON CITY FOUNDATION?
The 990 for the year ended December 31, 2024 names DALENA BARZ.
Who are the officers and directors of MASON CITY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does MASON CITY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $909,263, expenses of $617,231 and total assets of $5,725,516 at year end.

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