Nonprofit · EIN 41-1706682
DAVID SWENSON FOUNDATION
Tax-exempt · SAINT CLOUD, MN 56304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $39,928 | $43,433 | -$3,505 | $769,820 | $0 | $769,820 |
| June 30, 2024 | 990-PF | $26,380 | $41,524 | -$15,144 | $754,428 | $0 | $754,428 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $13,489
- Interest
- $45
- Net gain from sales of assets
- $26,394
Expenses
- Grants and similar amounts paid
- $31,052
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $35,634
- Excise tax on investment income
- $447
Balance sheet and other
- Total assets, start of year
- $754,428
- Total assets, end of year
- $769,820
- Total liabilities, end of year
- $0
- Net assets, end of year
- $769,820
- Fair market value of assets
- $769,820
- Qualifying distributions
- $35,634
- Net investment income
- $39,928
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-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY VERMILLION 706 6TH AVE N, ST CLOUD, MN 56303 | PRESIDENT/DIRECTOR | 0.5 | $0 |
| STEVE ISAACSON 5986 16TH AVENUE SE, ST CLOUD, MN 56304 | TREASURER/DIRECTOR | 0.5 | $0 |
| JOHN C KUEHN 50 SOUTH SIXTH STREET 2600, MINNEAPOLIS, MN 55402 | SECRETARY/DIRECTOR | 0.5 | $0 |
| RYAN INSELMAN 1250 ROCKSTONE LANE, NEW BRIGHTON, MN 55112 | DIRECTOR | 0.5 | $0 |
| JAMES JACOBSEN 744 JAMES AVENUE, ST PAUL, MN 56374 | DIRECTOR | 0.5 | $0 |
| JEREMY SCHREIFELS 602 2ND AVENUE NE, ST JOSEPH, MN 56374 | DIRECTOR | 0.5 | $0 |
| MARK STEVENSON 10718 LYNDALE BLUFFS TRAIL, MINNEAPOLIS, MN 55420 | DIRECTOR | 0.5 | $0 |
| CRAIG MYERS 4860 PARK COMMONS DRIVE 313, MINNEAPOLIS, MN 55416 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J LANGE 5415 MOUNT NORMANDALE CURVE, BLOOMINGTON, MN 55437 | PRESIDENT/DIRECTOR | 0.5 | $0 |
| STEVE ISAACSON 5986 16TH AVENUE SE, ST CLOUD, MN 56304 | TREASURER/DIRECTOR | 0.5 | $0 |
| JOHN C KUEHN 50 SOUTH SIXTH STREET 2600, MINNEAPOLIS, MN 55402 | SECRETARY/DIRECTOR | 0.5 | $0 |
| RYAN INSELMAN 1250 ROCKSTONE LANE, NEW BRIGHTON, MN 55112 | DIRECTOR | 0.5 | $0 |
| JAMES JACOBSEN 1420 21ST STREET WEST, HASTINGS, MN 55033 | DIRECTOR | 0.5 | $0 |
| JEREMY SCHREIFELS 602 2ND AVENUE NE, ST JOSEPH, MN 56374 | DIRECTOR | 0.5 | $0 |
| MARK STEVENSON 10718 LYNDALE BLUFFS TRAIL, MINNEAPOLIS, MN 55420 | DIRECTOR | 0.5 | $0 |
| CRAIG MYERS 4860 PARK COMMONS DRIVE 313, MINNEAPOLIS, MN 55416 | DIRECTOR | 0.5 | $0 |
| TERRY VERMILLION 706 6TH AVE N, ST CLOUD, MN 56303 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 5986 16TH AVE SE, SAINT CLOUD, MN 56304-9545
- In care of
- % STEVEN C ISAACSON
- Signed the 990-PF
- STEVE ISAACSON, TREASURER
- Phone
- (320) 267-3014
- Return prepared by
- SCHLENNER WENNER & CO CPA'S PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1706682
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $769,820
- Income (IRS master file)
- $137,376
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $39,928 | $43,433 | $769,820 | XML |
| 990-PF | June 2024 | $26,380 | $41,524 | $754,428 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 41-1706682).
Questions about DAVID SWENSON FOUNDATION
- What is the EIN of DAVID SWENSON FOUNDATION?
- The employer identification number (EIN) of DAVID SWENSON FOUNDATION is 41-1706682.
- Is DAVID SWENSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to DAVID SWENSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAVID SWENSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAVID SWENSON FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAVID SWENSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of DAVID SWENSON FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does DAVID SWENSON FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $39,928, expenses of $43,433 and total assets of $769,820 at year end.
Other nonprofits in SAINT CLOUD
- ST CLOUD HOSPITAL EIN 41-0695596 · last filed 990 for 2025
- CENTRACARE HEALTH SYSTEM EIN 41-1813221 · last filed 990 for 2025
- CENTRACARE CLINIC EIN 41-1806657 · last filed 990 for 2025
- COMMUNITYGIVING EIN 36-3412544 · last filed 990 for 2025
- CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD EIN 41-0737799 · last filed 990 for 2024
- CENTRACARE HEALTH FOUNDATION EIN 41-1855173 · last filed 990 for 2025
- CENTRAL MINNESOTA MENTAL HEALTH CENTER EIN 41-0873142 · last filed 990 for 2025
- STRIDE ACADEMY EIN 20-1161981 · last filed 990 for 2025