Nonprofit · EIN 41-1797804
CHARLSON MEADOWS
Tax-exempt · EXCELSIOR, MN 55331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,740,211 | $2,025,947 | $714,264 | $66,645,737 | $6,279,228 | $60,366,509 |
| December 31, 2023 | 990-PF | $1,789,741 | $2,452,246 | -$662,505 | $66,814,388 | $7,126,438 | $59,687,950 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $200
- Dividends
- $1,466,052
- Interest
- $72,247
- Net gain from sales of assets
- $1,183,064
- Other income
- $18,648
Expenses
- Grants and similar amounts paid
- $100
- Compensation of officers, directors and key employees
- $214,800
- Salaries, compensation and benefits (total)
- $383,142
- Disbursements for charitable purposes
- $1,782,573
- Excise tax on investment income
- $36,175
Balance sheet and other
- Total assets, start of year
- $66,814,388
- Total assets, end of year
- $66,645,737
- Total liabilities, end of year
- $6,279,228
- Net assets, end of year
- $60,366,509
- Fair market value of assets
- $66,081,222
- Qualifying distributions
- $1,967,713
- Net investment income
- $2,847,059
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOLLY KREFT 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | EXECUTIVE DIRECTOR | 40 | $154,800 | $49,596 |
| JAMES JORDAN 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $72,524 | $38,393 |
| ALEXANDER HOESE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $64,964 | $24,747 |
| RENEE LEVESQUE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES OPERATION Highest-paid employee | 40 | $61,698 | $34,167 |
| TREVOR LUEDKE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $59,742 | $21,975 |
| NICOLE RASMUSSEN 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $56,400 | $49,260 |
| NANCY S NELSON 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | PRESIDENT | 10 | $50,000 | $3,000 |
| MARY HERSHBERGER THUNE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | VICE PRESIDENT | 1 | $5,000 | $0 |
| BARBARA HONE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | DIRECTOR | 1 | $5,000 | $0 |
| ANGELA ALVIG 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | TREASURER | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOLLY KREFT 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | EXECUTIVE DIRECTOR | 40 | $150,000 | $47,601 |
| NANCY S NELSON 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | PRESIDENT | 10 | $75,000 | $30,648 |
| JAMES JORDAN 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $70,000 | $37,003 |
| ALEXANDER HOESE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $61,472 | $24,106 |
| RENEE LEVESQUE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES OPERATION Highest-paid employee | 40 | $59,785 | $32,566 |
| TREVOR LUEDKE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | FACILITIES STAFF Highest-paid employee | 40 | $58,945 | $17,654 |
| MARY HERSHBERGER THUNE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | VICE PRESIDENT | 1 | $5,000 | $0 |
| BARBARA HONE 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | DIRECTOR | 1 | $5,000 | $0 |
| ANGELA ALVIG 1601 HIGHWAY 7, EXCELSIOR, MN 55331 | TREASURER | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1601 HIGHWAY 7, EXCELSIOR, MN 55331-9782
- In care of
- % NANCY NELSON
- Signed the 990-PF
- NANCY NELSON, PRESIDENT
- Phone
- (952) 474-3216
- Website
- WWW.CHARLSONMEADOWS.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-1797804
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B90Z)
- Assets (IRS master file)
- $66,645,737
- Income (IRS master file)
- $11,326,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,740,211 | $2,025,947 | $66,645,737 | XML |
| 990-PF | December 2023 | $1,789,741 | $2,452,246 | $66,814,388 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 41-1797804).
Questions about CHARLSON MEADOWS
- What is the EIN of CHARLSON MEADOWS?
- The employer identification number (EIN) of CHARLSON MEADOWS is 41-1797804.
- Is CHARLSON MEADOWS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to CHARLSON MEADOWS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does CHARLSON MEADOWS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLSON MEADOWS 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 CHARLSON MEADOWS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARLSON MEADOWS?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 9 received compensation from the organization, the highest $154,800 (HOLLY KREFT, EXECUTIVE DIRECTOR).
- How much revenue does CHARLSON MEADOWS have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,740,211, expenses of $2,025,947 and total assets of $66,645,737 at year end.
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