Nonprofit · EIN 46-3428382
HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC
Tax-exempt · WAYZATA, MN 55391
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $15,332 | $109,516 | -$94,184 | $153,850 | $0 | $153,850 |
| December 31, 2023 | 990-PF | $38,193 | $167,993 | -$129,800 | $248,034 | $0 | $248,034 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,168
- Net gain from sales of assets
- $13,164
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $103,176
- Excise tax on investment income
- $125
Balance sheet and other
- Total assets, start of year
- $248,034
- Total assets, end of year
- $153,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $153,850
- Fair market value of assets
- $309,885
- Qualifying distributions
- $103,176
- Net investment income
- $15,332
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE C HALVORSON 1300 Bracketts Point Road, Wayzata, MN 55391 | PRESIDENT AND CEO | 14 | $0 |
| LORIE HALVORSON 1300 Bracketts Point Road, Wayzata, MN 55391 | SECRETARY AND TREASURER | 4 | $0 |
| KELLI JOHNSON 142 Bank Street SE, Minneapolis, MN 55414 | DIRECTOR | 4 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE C HALVORSON 1300 Bracketts Point Road, Wayzata, MN 55391 | PRESIDENT AND CEO | 14 | $0 |
| LORIE HALVORSON 1300 Bracketts Point Road, Wayzata, MN 55391 | SECRETARY AND TREASURER | 4 | $0 |
| KELLI JOHNSON 142 Bank Street SE, Minneapolis, MN 55414 | DIRECTOR | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 BRACKETTS POINT RD, WAYZATA, MN 55391-9393
- In care of
- % GOLDEN STATE ACCOUNTING SERV
- Signed the 990-PF
- George Halvorson, PRESIDENT
- Phone
- (651) 442-9514
- Website
- www.intergroupinstitute.org
- Return prepared by
- Baker Tilly Advisory Group LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-3428382
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $153,850
- Income (IRS master file)
- $102,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $15,332 | $109,516 | $153,850 | IRS |
| 990-PF | December 2023 | $38,193 | $167,993 | $248,034 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 46-3428382).
Questions about HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC
- What is the EIN of HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC?
- The employer identification number (EIN) of HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC is 46-3428382.
- Is HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC 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 HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does HALVORSON INSTITUTE FOR INTERGROUP UNDERSTANDING INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,332, expenses of $109,516 and total assets of $153,850 at year end.
Other nonprofits in WAYZATA
- SHEPHERDS - A FAMILY FOUNDATION EIN 47-3839311 · last filed 990-PF for 2025
- CARTER FAMILY FOUNDATION EIN 20-3311749 · last filed 990-PF for 2024
- HOPE CHEST FOR BREAST CANCER FOUNDATION EIN 41-2019565 · last filed 990 for 2024
- LRE FOUNDATION EIN 20-4973856 · last filed 990-PF for 2025
- MICHAEL J AND KAREN B FREY FOUNDATION EIN 75-3140739 · last filed 990-PF for 2025
- LOTHENBACH FAMILY FOUNDATION EIN 81-4309433 · last filed 990-PF for 2024
- WILLIAM W & NADINE M MCGUIRE FAMILY FOUNDATION EIN 41-1861103 · last filed 990-PF for 2024
- THE EDWARD J PHILLIPS FAMILY FOUNDATION EIN 20-2041201 · last filed 990-PF for 2024
All nonprofits in WAYZATA · Minnesota · Philanthropy, voluntarism and grantmaking foundations