Civic Intelligence

Regina M Dunleavy Charitable Trust

990EZ • Fiscal year 2025 • EIN 41-6491377

Jan 01, 2025 to Dec 31, 2025 • Filed on Mar 17, 2026

Organization ProfileN/A
PO Box 716Faribault, MN 55021

(507) 334-5534

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

59th percentile

7.9%

Faster revenue growth than 59% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$192,766

Up $3,915 (+2.1%) from 2023

Net Assets

$192,766

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$14,744

Up $5,851 (+66%) from 2023

Expenses

Up

$14,339

Up $6,413 (+81%) from 2023

Net Income

Down

$405

Down $562 (-58%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2011: $191,062Liabilities 2011: $02011Assets 2012: $189,443Liabilities 2012: $02012Assets 2013: $188,812Liabilities 2013: $02013Assets 2014: $190,635Liabilities 2014: $02014Assets 2015: $188,483Liabilities 2015: $02015Assets 2016: $188,290Liabilities 2016: $02016Assets 2017: $195,402Liabilities 2017: $02017Assets 2018: $191,455Liabilities 2018: $02018Assets 2019: $190,031Liabilities 2019: $02019Assets 2020: $188,868Liabilities 2020: $02020Assets 2021: $189,314Net Assets 2021: $189,3142021Assets 2022: $187,884Liabilities 2022: $02022Assets 2023: $188,851Liabilities 2023: $02023Assets 2025: $192,766Net Assets 2025: $192,7662025

Highlighted filing

2025

Assets$192,766
Liabilities-
Net Assets$192,766
Open 2025 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10KRevenue 2011: $9,317Expenses 2011: $5,399Net Income 2011: $3,9182011Revenue 2012: $9,198Expenses 2012: $10,817Net Income 2012: -$1,6192012Revenue 2013: $9,113Expenses 2013: $9,744Net Income 2013: -$6312013Revenue 2014: $13,040Expenses 2014: $11,217Net Income 2014: $1,8232014Revenue 2015: $10,019Expenses 2015: $12,171Net Income 2015: -$2,1522015Revenue 2016: $9,384Expenses 2016: $9,577Net Income 2016: -$1932016Revenue 2017: $16,239Expenses 2017: $9,127Net Income 2017: $7,1122017Revenue 2018: $11,372Expenses 2018: $15,319Net Income 2018: -$3,9472018Revenue 2019: $11,923Expenses 2019: $13,347Net Income 2019: -$1,4242019Revenue 2020: $8,895Expenses 2020: $10,058Net Income 2020: -$1,1632020Revenue 2021: $9,171Expenses 2021: $8,725Net Income 2021: $4462021Revenue 2022: $9,972Expenses 2022: $11,402Net Income 2022: -$1,4302022Revenue 2023: $8,893Expenses 2023: $7,926Net Income 2023: $9672023Revenue 2025: $14,744Expenses 2025: $14,339Net Income 2025: $4052025

Highlighted filing

2025

Revenue$14,744
Expenses$14,339
Net Income$405
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 17, 2026
Return Version
2025v4.0
Gross Receipts
$25,299
Mission and Program Overview

Mission

EDUCATIONAL SCHOLARSHIPS

Program Services

DescriptionGrantsExpenses
AS INDICATED IN THE ORGANIZATIONAL DOCUMENT, THE GRANT IS TO BE USED FOR SCHOLARSHIPS AT THE SECONDARY SCHOOL LEVEL TO ASSIST WITH THE GRANTING OF SCHOLARSHIPS FOR TUITION TO MULTIPLE STUDENTS ON A NONDISCRIMINATORY BASIS-$14,339
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE KORMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Regina M Dunleavy Charitable Trust
EIN
41-6491377
In Care Of
% DEBBIE KORMAN
Phone
5073345534
Address
PO Box 716, FARIBAULT, MN 55021

Signing Officer

Name
Debbie Korman
Title
Trustee
Phone
5073345534
Signed
2026-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Donald a Helmer Ltd
Address
1400 CANNON CIRCLE 10, FARIBAULT, MN 55021
Preparer
Donald Helmer
Phone
5073327447
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee Bethlehem Academy 105 Third Ave SW Faribault MN 55021, Cash Grant 11,856, Relationship Donor”

Form 990-EZ, Part I, Line 16, Other Expenses

“Filing Fee 25”

Form 990-EZ, Part I, Line 16, Other Expenses

“Foreign Tax 3”

Raw XML Appendix203 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DEBBIE KORMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05073345534
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0504 CENTRAL AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARIBAULT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0550210716
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0192361
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0192766
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010555
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0405
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02455
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0192361
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192766
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0685
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011856
IRS990EZ/GrossReceiptsAmt025299
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt014059
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0192361
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192766
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0192361
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192766
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEBBIE KORMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt028
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AS INDICATED IN THE ORGANIZATIONAL DOCUMENT, THE GRANT IS TO BE USED FOR SCHOLARSHIPS AT THE SECONDARY SCHOOL LEVEL TO ASSIST WITH THE GRANTING OF SCHOLARSHIPS FOR TUITION TO MULTIPLE STUDENTS ON A NONDISCRIMINATORY BASIS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014339
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt011240
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt014339
IRS990EZ/TotalProgramServiceExpensesAmt014339
IRS990EZ/TotalRevenueAmt014744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt014744
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt013669
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt014744
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt013669
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt02483
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt01813
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt012261
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt011856
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt011856
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt010078
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt010078
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt010078
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt06571
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt04136
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt010078
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt05942
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt011856
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt07720
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt05942
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt07720
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt05914
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt05942
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt010078
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00000000000.000000000000
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt011856
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt011856
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part IV Section D Line 2 The support and amout of support to the supported organization is defined by the trust documents.
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0192564
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0190606
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt015621
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt011328
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0176943
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0179278
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt02888
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt02859
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0189676
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0187747
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt06639
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt06571
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0192564
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0190606
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt06639
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt06571
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0410705851
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011856
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Faribault Bethlehem Academy School Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt011856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity , Grantee Bethlehem Academy 105 Third Ave SW Faribault MN 55021, Cash Grant 11,856, Relationship Donor
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Filing Fee 25
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Foreign Tax 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBBIE KORMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05073345534
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0REGINA M DUNLEAVY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0REGI
ReturnHeader/Filer/EIN0416491377
ReturnHeader/Filer/InCareOfNm0% DEBBIE KORMAN
ReturnHeader/Filer/PhoneNum05073345534
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 716
ReturnHeader/Filer/USAddress/CityNm0FARIBAULT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055021
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411541806
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD A HELMER LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01400 CANNON CIRCLE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FARIBAULT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055021
ReturnHeader/PreparerPersonGrp/PhoneNum05073327447
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD HELMER
ReturnHeader/ReturnTs02026-03-17T02:21:02-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$192,766
Liabilities
-
Net assets
$192,766
Revenue
$14,744
Expenses
$14,339
Net income
$405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.15$0.14$0.00
2023Summary only. Only limited summary data is available for this year.$1.89$0.00$0.09$0.08$0.01
2022Summary only. Only limited summary data is available for this year.$1.88$0.00$0.10$0.11$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$1.89$0.09$0.09$0.00
2020Summary only. Only limited summary data is available for this year.$1.89$0.00$0.09$0.10$0.01
2019Summary only. Only limited summary data is available for this year.$1.90$0.00$0.12$0.13$0.01
2018Summary only. Only limited summary data is available for this year.$1.91$0.00$0.11$0.15$0.04
2017Summary only. Only limited summary data is available for this year.$1.95$0.00$0.16$0.09$0.07
2016Summary only. Only limited summary data is available for this year.$1.88$0.00$0.09$0.10$0.00
2015Summary only. Only limited summary data is available for this year.$1.88$0.00$0.10$0.12$0.02
2014Summary only. Only limited summary data is available for this year.$1.91$0.00$0.13$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$0.09$0.10$0.01
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.09$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.09$0.05$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)3 • <$500k nonprofits