Nonprofit · EIN 42-1402529
BOONE REGENCY RETIREMENT
Tax-exempt · BOONE, IA 50036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $304,178 | $300,268 | $3,910 | $919,299 | $235,554 | $683,745 |
| October 31, 2024 | 990 | $288,475 | $371,932 | -$83,457 | $940,682 | $260,847 | $679,835 |
| October 31, 2023 | 990 | $289,948 | $312,129 | -$22,181 | $1,065,927 | $285,931 | $779,996 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $2,672
- Program service revenue
- $300,144
- Investment income
- $1,362
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $64,215
- Salaries, compensation and benefits (total)
- $69,042
- Professional fundraising fees
- $0
- Depreciation
- $67,304
- Program services (functional)
- $263,195
- Management and general (functional)
- $37,073
Balance sheet and other
- Total assets, start of year
- $940,682
- Total assets, end of year
- $919,299
- Total liabilities, end of year
- $235,554
- Net assets, end of year
- $683,745
- Land, buildings and equipment
- $844,969
- Net assets without donor restrictions
- $683,745
- Gross receipts
- $304,178
- Employees
- 4
- Volunteers
- 10
- Year formed
- 1993
- 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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICIA THOMAS | President Trustee or director | 4 | $0 |
| HOLLY LARSON | Vice President Trustee or director | 4 | $0 |
| CATHY ADDY | Secretary Trustee or director, Officer | 4 | $0 |
| DAVID PESTOTNIK | Director Trustee or director, Officer | 4 | $0 |
| RICK WULKOW | Director Trustee or director, Officer | 4 | $0 |
990 for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MCBIRNIE | President Trustee or director | 4 | $0 |
| DUANE ASKE | Vice President Trustee or director | 4 | $0 |
| CATHY ADDY | Secretary Trustee or director, Officer | 4 | $0 |
| PAT THOMAS | Director Trustee or director, Officer | 4 | $0 |
| RICK WULKOW | Director Trustee or director, Officer | 4 | $0 |
990 for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY MCBIRNIE | President Trustee or director | 4 | $0 |
| CATHY ADDY | Vice President Trustee or director | 4 | $0 |
| JOANN SORENSEN | Secretary Trustee or director, Officer | 4 | $0 |
| JEFF BENNETT | Director Trustee or director, Officer | 4 | $0 |
| RICK WULKOW | Director Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1110 S MARSHALL ST, BOONE, IA 50036-5372
- In care of
- % TERESA SLEETH HELDT
- Signed the 990
- TERESA SLEETH HELDT, MANAGER
- Phone
- (515) 432-9463
- Return prepared by
- Houston & Seeman PC
Mission
TO PROVIDE RESIDENTIAL HOUSING AND OTHER FACILITIES TO THE ELDERLY.
Program accomplishments
- TO PROVIDE RESIDENTIAL HOUSING AND OTHER FACILITIES TO THE ELDERLY.Expenses $263,195 · revenue $300,144
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1402529
- 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
- 1993
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $919,299
- Income (IRS master file)
- $304,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $304,178 | $300,268 | $919,299 | XML |
| 990 | October 2024 | $288,475 | $371,932 | $940,682 | XML |
| 990 | October 2023 | $289,948 | $312,129 | $1,065,927 | XML |
| 990 | October 2022 | $291,719 | $417,079 | $1,113,893 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 42-1402529).
Questions about BOONE REGENCY RETIREMENT
- What is the EIN of BOONE REGENCY RETIREMENT?
- The employer identification number (EIN) of BOONE REGENCY RETIREMENT is 42-1402529.
- Is BOONE REGENCY RETIREMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to BOONE REGENCY RETIREMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOONE REGENCY RETIREMENT 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 BOONE REGENCY RETIREMENT due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOONE REGENCY RETIREMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who are the officers and directors of BOONE REGENCY RETIREMENT?
- The 990 for the year ended October 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BOONE REGENCY RETIREMENT have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $304,178, expenses of $300,268 and total assets of $919,299 at year end.
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