Nonprofit · EIN 95-6030962
HENRY B ALLEN FAMILY FOUNDATION
Tax-exempt · WATERLOO, IA 50703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $259,510 | $167,906 | $91,604 | $2,465,957 | $0 | $2,465,957 |
| March 31, 2025 | 990 | $190,812 | $132,988 | $57,824 | $2,374,353 | $0 | $2,374,353 |
| March 31, 2024 | 990 | $292,556 | $166,784 | $125,772 | $2,316,529 | $0 | $2,316,529 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $259,510
- Net gain from sales of assets
- $182,224
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $142,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,950
- Program services (functional)
- $142,000
- Management and general (functional)
- $25,906
Balance sheet and other
- Total assets, start of year
- $2,374,353
- Total assets, end of year
- $2,465,957
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,465,957
- Publicly traded securities
- $2,387,166
- Gross receipts
- $377,004
- Employees
- 0
- Year formed
- 1969
- State of legal domicile
- CA
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDITA BEGIC | TRUSTEE Trustee or director | 0.1 | $0 |
| DR JANE HASEK | VICE PRESIDE Trustee or director, Officer | 0.1 | $0 |
| ERIC W JOHNSON | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| KATHLEEN MCCOY | TREASURER Trustee or director, Officer | 0.1 | $0 |
| BEV SMITH | TRUSTEE Trustee or director | 0.1 | $0 |
990 for the year ended March 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JANE HASEK | VICE PRESIDE Trustee or director, Officer | 0.1 | $0 |
| ERIC W JOHNSON | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| KATHLEEN MCCOY | TREASURER Trustee or director, Officer | 0.1 | $0 |
990 for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR JANE HASEK | VICE PRESIDE Trustee or director, Officer | – | $0 |
| ERIC W JOHNSON | PRESIDENT Trustee or director, Officer | – | $0 |
| KATHLEEN MCCOY | TREASURER Trustee or director, Officer | – | $0 |
| DR BEVERLY SMITH | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 620 LAFAYETTE ST STE 300, WATERLOO, IA 50703-4709
- Principal officer (990 for 2025)
- ERIC W JOHNSON, 620 LAFAYETTE STREET SUITE 300, WATERLOO, IA 50703
- Signed the 990
- ERIC W JOHNSON, PRESIDENT
- Phone
- (319) 234-1766
- Return prepared by
- ROGERS TAX & CONSULTING PLLC
Mission
TO COLLECT INCOME FROM ANY PROPERTY, REAL OR PERSONAL, WHICH THE HENRY B. ALLEN FAMILY FOUNDATION MAY OWN, PAY ALL EXPENSES AND DISTRIBUTE NET INCOME ON AN ANNUAL BASIS TO ALLEN MEMORIAL HOSPITAL CORPORATION, WATERLOO, IOWA, FOR SO LONG AS IT OPERATES AS A HOSPITAL.
Program accomplishments
- THE ARTICLES OF INCORPORATION OF THE HENRY B. ALLEN FAMILY FOUNDATION REQUIRE DISTRIBUTION OF THE NET INCOME ANNUALLY TO THE ALLEN MEMORIAL HOSPITAL CORPORATION, A NON-PROFIT CORPORATION, 1825 LOGAN AVE., WATERLOO, IA 50703.Expenses $142,000 · grants $142,000
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6030962
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1969
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $2,465,957
- Income (IRS master file)
- $377,004
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $259,510 | $167,906 | $2,465,957 | XML |
| 990 | March 2025 | $190,812 | $132,988 | $2,374,353 | XML |
| 990 | March 2024 | $292,556 | $166,784 | $2,316,529 | XML |
| 990 | March 2023 | $161,530 | $157,443 | $2,190,757 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | 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 95-6030962).
Questions about HENRY B ALLEN FAMILY FOUNDATION
- What is the EIN of HENRY B ALLEN FAMILY FOUNDATION?
- The employer identification number (EIN) of HENRY B ALLEN FAMILY FOUNDATION is 95-6030962.
- Is HENRY B ALLEN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to HENRY B ALLEN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HENRY B ALLEN FAMILY 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 HENRY B ALLEN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY B ALLEN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of HENRY B ALLEN FAMILY FOUNDATION?
- The 990 for the year ended March 31, 2026 names ERIC W JOHNSON.
- Who are the officers and directors of HENRY B ALLEN FAMILY FOUNDATION?
- The 990 for the year ended March 31, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does HENRY B ALLEN FAMILY FOUNDATION have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $259,510, expenses of $167,906 and total assets of $2,465,957 at year end.
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