Nonprofit · EIN 81-1949053
OTTO SCHOITZ FOUNDATION
Tax-exempt · WATERLOO, IA 50703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $1,191,065 | $4,389,571 | -$3,198,506 | $74,423,347 | $4,054,981 | $70,368,366 |
| September 30, 2024 | 990-PF | $5,594,893 | $5,289,420 | $305,473 | $70,066,615 | $3,814,052 | $66,252,563 |
| September 30, 2023 | 990-PF | $1,173,025 | $3,055,079 | -$1,882,054 | $60,720,167 | $2,511,097 | $58,209,070 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $1,193,620
- Net gain from sales of assets
- -$2,555
Expenses
- Grants and similar amounts paid
- $3,976,350
- Compensation of officers, directors and key employees
- $123,600
- Salaries, compensation and benefits (total)
- $73,000
- Disbursements for charitable purposes
- $3,971,872
- Excise tax on investment income
- $14,633
Balance sheet and other
- Total assets, start of year
- $70,066,615
- Total assets, end of year
- $74,423,347
- Total liabilities, end of year
- $4,054,981
- Net assets, end of year
- $70,368,366
- Fair market value of assets
- $74,423,347
- Qualifying distributions
- $3,971,872
- Net investment income
- $1,193,620
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHERINE SHOWALTER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | EXECUTIVE DIRECTOR | 40 | $120,000 | $3,600 |
| AMY WILES 114 E 4TH ST STE 300, WATERLOO, IA 50703 | GRANT COORDINATOR Highest-paid employee | 40 | $73,000 | $2,190 |
| CHRISTINE KEMP 114 E 4TH ST STE 300, WATERLOO, IA 50703 | CHAIR | 5 | $0 | $0 |
| RHONDA MCRINA 114 E 4TH ST STE 300, WATERLOO, IA 50703 | VICE CHAIR | 5 | $0 | $0 |
| BLAKE HOLLIS 114 E 4TH ST STE 300, WATERLOO, IA 50703 | IMMEDIATE PAST CHAIR | 5 | $0 | $0 |
| ERIC LOCKE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | TREASURER | 5 | $0 | $0 |
| ANDREW MIEHE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | SECRETARY | 5 | $0 | $0 |
| ROBERT GREENWOOD 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| RENEE CHRISTOFFER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| JAMES CORYE JOHNSON 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| KARIN ROWE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| MIKE MALLARO 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| MEAGAN MILLER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE PANICUCCI 114 E 4TH ST STE 300, WATERLOO, IA 50703 | EXECUTIVE DIRECTOR (THRU SEPTEMBER 24) | 40 | $151,167 | $4,535 |
| CATHERINE SHOWALTER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | GRANT COORDINATOR Highest-paid employee | 40 | $81,775 | $2,453 |
| BLAKE HOLLIS 114 E 4TH ST STE 300, WATERLOO, IA 50703 | CHAIR | 5 | $0 | $0 |
| RHONDA MCRINA 114 E 4TH ST STE 300, WATERLOO, IA 50703 | VICE CHAIR | 5 | $0 | $0 |
| MIKE MALLARO 114 E 4TH ST STE 300, WATERLOO, IA 50703 | IMMEDIATE PAST CHAIR | 5 | $0 | $0 |
| CHRISTINE KEMP 114 E 4TH ST STE 300, WATERLOO, IA 50703 | TREASURER | 5 | $0 | $0 |
| ANDREW MIEHE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | SECRETARY | 5 | $0 | $0 |
| ROBERT GREENWOOD 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| RENEE CHRISTOFFER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| JAMES CORYE JOHNSON 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| ERIC LOCKE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| KARIN ROWE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| MEAGAN MILLER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| DAVID HARRIS 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR (PARTIAL YEAR) | 1 | $0 | $0 |
| CAMILLE HOGAN 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR (PARTIAL YEAR) | 5 | $0 | $0 |
990-PF for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELE PANICUCCI 114 E 4TH ST STE 300, WATERLOO, IA 50703 | EXECUTIVE DIRECTOR | 40 | $145,874 | $4,376 |
| CATHERINE SHOWALTER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | GRANT COORDINATOR Highest-paid employee | 40 | $75,000 | $2,250 |
| MIKE MALLARO 114 E 4TH ST STE 300, WATERLOO, IA 50703 | CHAIR | 5 | $0 | $0 |
| RHONDA MCRINA 114 E 4TH ST STE 300, WATERLOO, IA 50703 | VICE CHAIR | 5 | $0 | $0 |
| ERIC LOCKE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | IMMEDIATE PAST CHAIR | 5 | $0 | $0 |
| BLAKE HOLLIS 114 E 4TH ST STE 300, WATERLOO, IA 50703 | TREASURER | 5 | $0 | $0 |
| KARIN ROWE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | SECRETARY | 5 | $0 | $0 |
| ROBERT GREENWOOD 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| DAVID HARRIS 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| CAMILLE HOGAN 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 5 | $0 | $0 |
| CHRISTINE KEMP 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| ANDY MIEHE 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
| MEAGAN MILLER 114 E 4TH ST STE 300, WATERLOO, IA 50703 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 114 E 4TH ST STE 300, WATERLOO, IA 50703-4771
- In care of
- % CATHERINE SHOWALTER
- Signed the 990-PF
- CATHERINE SHOWALTER, EXECUTIVE DIRECTOR
- Phone
- (319) 232-2870
- Return prepared by
- CREATIVE PLANNING TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 81-1949053
- 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
- 2018
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E19)
- Assets (IRS master file)
- $74,423,347
- Income (IRS master file)
- $39,790,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $1,191,065 | $4,389,571 | $74,423,347 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $5,594,893 | $5,289,420 | $70,066,615 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $1,173,025 | $3,055,079 | $60,720,167 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 81-1949053).
Questions about OTTO SCHOITZ FOUNDATION
- What is the EIN of OTTO SCHOITZ FOUNDATION?
- The employer identification number (EIN) of OTTO SCHOITZ FOUNDATION is 81-1949053.
- Is OTTO SCHOITZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to OTTO SCHOITZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTTO SCHOITZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTTO SCHOITZ FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTTO SCHOITZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of OTTO SCHOITZ FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 13 people; 2 received compensation from the organization, the highest $120,000 (CATHERINE SHOWALTER, EXECUTIVE DIRECTOR).
- How much revenue does OTTO SCHOITZ FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $1,191,065, expenses of $4,389,571 and total assets of $74,423,347 at year end.
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