Nonprofit · EIN 26-2577504
SHAYLA BEE FUND INC
Tax-exempt · SPENCER, IA 51301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $432,158 | $189,954 | $242,204 | $1,669,603 | $375 | $1,669,228 |
| December 31, 2024 | 990 | $428,105 | $258,326 | $169,779 | $1,427,374 | $350 | $1,427,024 |
| December 31, 2023 | 990 | $615,407 | $264,059 | $351,348 | $1,257,708 | $463 | $1,257,245 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $234,434
- Program service revenue
- $0
- Investment income
- -$14,427
- Net income from fundraising events
- $212,151
- Other revenue
- $212,151
Expenses
- Grants and similar amounts paid
- $88,216
- Compensation of officers, directors and key employees
- $54,462
- Salaries, compensation and benefits (total)
- $63,796
- Professional fundraising fees
- $0
- Accounting fees
- $7,133
- Travel
- $2,467
- Program services (functional)
- $88,216
- Management and general (functional)
- $101,738
Balance sheet and other
- Total assets, start of year
- $1,427,374
- Total assets, end of year
- $1,669,603
- Total liabilities, end of year
- $375
- Net assets, end of year
- $1,669,228
- Land, buildings and equipment
- $498,832
- Publicly traded securities
- $501,280
- Net assets without donor restrictions
- $1,669,228
- Gross receipts
- $558,877
- Employees
- 1
- Volunteers
- 300
- State of legal domicile
- IA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDSAY WILSON | Co-Chairperson Trustee or director, Officer | 40 | $54,462 |
| DAYNA SCHMIDT | TREASURER Trustee or director, Officer | 5 | $6,413 |
| JERRY FAULKNER | Chairman Trustee or director, Officer | 21 | $0 |
| SHARON JOHANNSEN | Co-Chairperson Trustee or director | 3 | $0 |
| MARY ALBRECHT | Director Trustee or director | 1 | $0 |
| TARA ANDERSON | Director Trustee or director | 1 | $0 |
| BETH HENNINGSEN | Secretary Trustee or director | 3 | $0 |
| RANDY SWANSON | Co-Chairperson Trustee or director, Officer | 3 | $0 |
| MIKE HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| RHETT HINEY | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES OPPEDAL | Co-Chairperson Trustee or director | 3 | $0 |
| SUSIE BRINKLEY | Director Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LINDSAY WILSON | Co-Chairperson Trustee or director, Officer | 40 | $52,730 | $4,800 |
| DAYNA SCHMIDT | TREASURER Trustee or director, Officer | 5 | $4,633 | $0 |
| JERRY FAULKNER | Co-Chairperson Trustee or director, Officer | 21 | $0 | $0 |
| SHARON JOHANNSEN | DIRECTOR Trustee or director | 3 | $0 | $0 |
| YVONNE FAULKNER | Director Trustee or director | 1 | $0 | $0 |
| MARY ALBRECHT | Director Trustee or director | 1 | $0 | $0 |
| TARA ANDERSON | Director Trustee or director | 1 | $0 | $0 |
| BETH HENNINGSEN | Director Trustee or director | 3 | $0 | $0 |
| RANDY SWANSON | Co-Chairperson Trustee or director, Officer | 3 | $0 | $0 |
| MIKE HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RHETT HINEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES OPPEDAL | Director Trustee or director | 3 | $0 | $0 |
| SUSIE BRINKLEY | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDSAY WILSON | CO-CHAIRPERSON Trustee or director, Officer | 40 | $47,771 |
| DAYNA SCHMIDT | TREASURER Trustee or director, Officer | 5 | $3,160 |
| JERRY FAULKNER | Chairman Trustee or director, Officer | 21 | $0 |
| SHARON JOHANNSEN | DIRECTOR Trustee or director | 3 | $0 |
| DENNIS LINN | Director Trustee or director | 1 | $0 |
| BETH HENNINGSEN | Chairman Trustee or director | 3 | $0 |
| RANDY SWANSON | CO-CHAIRPERSON Trustee or director, Officer | 3 | $0 |
| MIKE HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| RHETT HINEY | DIRECTOR Trustee or director | 1 | $0 |
| KRISTINE REID | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES OPPEDAL | Director Trustee or director | 3 | $0 |
| SUSIE BRINKLEY | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 719 1ST AVE W, SPENCER, IA 51301-3708
- In care of
- % LINDSAY PEREZ
- Principal officer (990 for 2025)
- JERRY FAULKNER, 719 1ST AVE WEST, SPENCER, IA 51301
- Signed the 990
- CHARLES OPPEDAL, Acting Chairman
- Phone
- (712) 240-3664
- Website
- SHAYLABEEFUND.COM
- Return prepared by
- WINTHER STAVE & CO LLP
Mission
TO HELP RESPONSIBLE, WORKING CLASS FAMILIES WITH A CHILD IN MEDICAL CRISIS.
Program accomplishments
- 35 FAMILIES WITH A CHILD IN MEDICAL CRISIS WERE PROVIDED FUNDS AND ASSISTANCE. THE FUNDS WERE RECEIVED FROM INDIVIDUALS, ORGANIZATIONS, AND 3RD PARTY FUNDRAISING.Expenses $88,216 · revenue $204,924
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-2577504
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2010
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,669,603
- Income (IRS master file)
- $558,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $432,158 | $189,954 | $1,669,603 | XML |
| 990 | December 2024 | $428,105 | $258,326 | $1,427,374 | IRS |
| 990 | December 2023 | $615,407 | $264,059 | $1,257,708 | XML |
| 990 | December 2022 | $521,769 | $216,424 | $905,897 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 26-2577504).
Questions about SHAYLA BEE FUND INC
- What is the EIN of SHAYLA BEE FUND INC?
- The employer identification number (EIN) of SHAYLA BEE FUND INC is 26-2577504.
- Is SHAYLA BEE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SHAYLA BEE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHAYLA BEE FUND INC 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 SHAYLA BEE FUND INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHAYLA BEE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SHAYLA BEE FUND INC?
- The 990 for the year ended December 31, 2025 names JERRY FAULKNER.
- Who are the officers and directors of SHAYLA BEE FUND INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $54,462 (LINDSAY WILSON, Co-Chairperson).
- How much revenue does SHAYLA BEE FUND INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $432,158, expenses of $189,954 and total assets of $1,669,603 at year end.
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All nonprofits in SPENCER · Iowa · Philanthropy, voluntarism and grantmaking foundations