Nonprofit · EIN 86-3249269
TRANSFORMING WEALTH
Tax-exempt · SIOUX FALLS, SD 57104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $118,934 | $53,645 | $65,289 | $98,102 | – | $98,102 |
| December 31, 2023 | 990 | $306,133 | $218,806 | $87,327 | $119,375 | $0 | $119,375 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $118,934
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $48,631
- Other expenses
- $5,014
- Program services (functional)
- $53,645
Balance sheet and other
- Total assets, start of year
- $32,048
- Total assets, end of year
- $98,102
- Total liabilities, end of year
- –
- Net assets, end of year
- $98,102
- Cash, savings and investments
- $98,102
- Gross receipts
- $118,934
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julia Tasuil | Director | 10 | $0 |
| Shannon Emry | President | 10 | $0 |
| Nieema Thasing | Director | 10 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julia Tasuil | Director Trustee or director | 10 | $0 |
| Shannon Emry | President Trustee or director, Officer | 10 | $0 |
| Nieema Thasing | Director Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 620 W 18TH ST STE 3, SIOUX FALLS, SD 57104-4844
- Mailing address (990-N for 2021)
- 912 S Foster Ave, Sioux Falls SD 57103
- Principal officer (990-N for 2021)
- Shannon Emry, 605 S Nicholas Cir, Brandon SD 57005
- Signed the 990-EZ
- Shannon Emry, EXECUTIVE DIRECTOR
- Website
- transformingwealth.org
- Return prepared by
- Compass Tax and Accounting Prof LLC
Mission
To Facilitate the transformation of wealth within communities while building Sustainable connections and a strong foundation for the future via education, support and exclusive opportuntiies.
Program accomplishments
- To Facilitate the transformation of wealth within communities while building sustainable connections and a strong foundation for the future via education, support and exclusive opportuntiesExpenses $53,645
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 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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 86-3249269
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P60)
- Assets (IRS master file)
- $98,102
- Income (IRS master file)
- $118,934
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $118,934 | $53,645 | $98,102 | XML |
| 990 | December 2023 | $306,133 | $218,806 | $119,375 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: Shannon Emry | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
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 86-3249269).
Questions about TRANSFORMING WEALTH
- What is the EIN of TRANSFORMING WEALTH?
- The employer identification number (EIN) of TRANSFORMING WEALTH is 86-3249269.
- Is TRANSFORMING WEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to TRANSFORMING WEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRANSFORMING WEALTH 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 TRANSFORMING WEALTH 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 TRANSFORMING WEALTH last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of TRANSFORMING WEALTH?
- The 990-N for 2021 names Shannon Emry.
- Who are the officers and directors of TRANSFORMING WEALTH?
- The 990-EZ for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRANSFORMING WEALTH have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $118,934, expenses of $53,645 and total assets of $98,102 at year end.
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- DOW RUMMEL VILLAGE EIN 46-0271277 · last filed 990 for 2025
- DAKOTABILITIES EIN 46-0306216 · last filed 990 for 2025
- CHILDRENS HOME FOUNDATION EIN 46-0366277 · last filed 990 for 2025
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All nonprofits in SIOUX FALLS · South Dakota · Human services