Nonprofit · EIN 41-1426868
MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE
Tax-exempt · SAINT PAUL, MN 55101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $74,212 | $204,169 | -$129,957 | $611,822 | $0 | $611,822 |
| December 31, 2023 | 990 | $93,536 | $48,659 | $44,877 | $669,423 | $0 | $669,423 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $61,760
- Program service revenue
- $0
- Investment income
- $12,452
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $58,648
- Management and general (functional)
- $145,521
Balance sheet and other
- Total assets, start of year
- $669,423
- Total assets, end of year
- $611,822
- Total liabilities, end of year
- $0
- Net assets, end of year
- $611,822
- Publicly traded securities
- $604,788
- Net assets without donor restrictions
- $611,822
- Gross receipts
- $74,212
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- State of legal domicile
- MN
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK HAVEMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 10 | $0 | $125,544 | $3,766 |
| ANDREW BOSL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS GOTTWALT | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAN PETERSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN LORITZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SARAH GETTE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK HAVEMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 10 | $0 | $125,544 | $3,766 |
| ANDREW BOSL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS GOTTWALT | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAN PETERSON | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN LORITZ | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| SARAH GETTE | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 85 7TH PL E STE 250, SAINT PAUL, MN 55101-2195
- Principal officer (990 for 2024)
- MARK HAVEMAN, 85 EAST SEVENTH PLACE 250, ST PAUL, MN 551012173
- Signed the 990
- MARK HAVEMAN, EXECUTIVE DIRECTOR
- Phone
- (651) 224-7477
- Website
- WWW.FISCALEXCELLENCE.ORG
- Return prepared by
- REDPATH AND COMPANY LLC
Mission
TO PROVIDE OBJECTIVE RESEARCH AND ANALYSIS ON STATE AND LOCAL TAX AND SPENDING ISSUES IN SUPPORT OF EFFECTIVE, EFFICIENT, AND ACCOUNTABLE GOVERNMENT. THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THE MINNESOTA CENTER FOR FISCAL EXCELLENCE, A TAX-EXEMPT CORPORATION.
Program accomplishments
- THE ORGANIZATION WORKED FOR SOUND FISCAL POLICIES, ESTABLISHED MORE EFFICIENT GOVERNMENTAL POLICIES AND PRACTICES, AND CONTRIBUTED INFORMATION TO THE CITIZENS AND TAXPAYERS OF THE STATE OF MINNESOTA ON THE AFFAIRS OF THEIR GOVERNMENT.Expenses $58,648
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1426868
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $611,822
- Income (IRS master file)
- $74,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $74,212 | $204,169 | $611,822 | XML |
| 990 | December 2023 | $93,536 | $48,659 | $669,423 | XML |
| 990 | December 2022 | $62,808 | $70,265 | $585,671 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | 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 41-1426868).
Questions about MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE
- What is the EIN of MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE?
- The employer identification number (EIN) of MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE is 41-1426868.
- Is MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE 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 MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE 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 MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE?
- The 990 for the year ended December 31, 2024 names MARK HAVEMAN.
- Who are the officers and directors of MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does MINNESOTA FOUNDATION FOR FISCAL EXCELLENCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $74,212, expenses of $204,169 and total assets of $611,822 at year end.
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All nonprofits in SAINT PAUL · Minnesota · Philanthropy, voluntarism and grantmaking foundations