Nonprofit · EIN 42-0803935
IOWA MENNONITE BENEVOLENT ASSOCIATION
Tax-exempt · KALONA, IA 52247
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $11,700,876 | $11,960,949 | -$260,073 | $22,000,803 | $21,002,748 | $998,055 |
| December 31, 2024 | 990 | $9,814,868 | $11,314,044 | -$1,499,176 | $22,562,604 | $21,304,476 | $1,258,128 |
| December 31, 2023 | 990 | $7,330,992 | $8,399,350 | -$1,068,358 | $22,250,079 | $19,492,775 | $2,757,304 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $512,350
- of which government grants
- $2,020
- Program service revenue
- $11,051,785
- Investment income
- -$1,129
- Net gain from sales of assets
- -$3,012
- Net income from fundraising events
- $42,090
- Other revenue
- $137,870
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $185,147
- Other salaries and wages
- $5,441,770
- Salaries, compensation and benefits (total)
- $6,424,719
- Professional fundraising fees
- $0
- Legal fees
- $17,901
- Accounting fees
- $58,197
- Occupancy
- $154,630
- Depreciation
- $1,299,218
- Program services (functional)
- $10,641,982
- Management and general (functional)
- $1,207,074
- Fundraising (functional)
- $111,893
Balance sheet and other
- Total assets, start of year
- $22,562,604
- Total assets, end of year
- $22,000,803
- Total liabilities, end of year
- $21,002,748
- Net assets, end of year
- $998,055
- Land, buildings and equipment
- $20,144,314
- Net assets without donor restrictions
- $792,874
- Net assets with donor restrictions
- $205,181
- Gross receipts
- $11,739,881
- Employees
- 219
- Volunteers
- 100
- Year formed
- 1956
- 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 |
|---|---|---|---|
| JIM HERSHBERGER | FINANCE DIRE Officer | 40 | $116,693 |
| JEFFREY SCHMIDT | EXEC DIRECTO Officer | 40 | $68,454 |
| JULIE BONTRAGER | SECRETARY Trustee or director, Officer | 1 | $0 |
| RONNIE HERSHBERGER | DIRECTOR Trustee or director | 1 | $0 |
| MERLIN KAUFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARLAN LOGAN | CHAIR Trustee or director, Officer | 1 | $0 |
| WENDELL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| HEBER RAMER | DIRECTOR Trustee or director | 1 | $0 |
| JULIE SOJKA | TREASURER Trustee or director, Officer | 1 | $0 |
| PAT TROYER | DIRECTOR Trustee or director | 1 | $0 |
| DEB YODER | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| JESSICA YODER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY SCHMIDT | EXEC DIRECTO Key employee | 40 | $194,129 |
| JULIE BONTRAGER | SECRETARY Trustee or director, Officer | 1 | $0 |
| RONNIE HERSHBERGER | DIRECTOR Trustee or director | 1 | $0 |
| MERLIN KAUFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARLAN LOGAN | CHAIR Trustee or director, Officer | 1 | $0 |
| WENDELL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| HEBER RAMER | DIRECTOR Trustee or director | 1 | $0 |
| JULIE SOJKA | TREASURER Trustee or director, Officer | 1 | $0 |
| PAT TROYER | DIRECTOR Trustee or director | 1 | $0 |
| DEB YODER | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY SCHMIDT | EXEC DIRECTO Key employee | 40 | $184,940 |
| JULIE BONTRAGER | DIRECTOR Trustee or director | 1 | $0 |
| DERICK CRANSTON | DIRECTOR Trustee or director | 1 | $0 |
| DAVE HOCHSTETLER | CHAIR Trustee or director, Officer | 1 | $0 |
| MERLIN KAUFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARLAN LOGAN | TREASURER Trustee or director, Officer | 1 | $0 |
| MARLIN MILLER | DIRECTOR Trustee or director | 1 | $0 |
| RAMONA MILLER | DIRECTOR Trustee or director | 1 | $0 |
| WENDELL MILLER | DIRECTOR Trustee or director | 1 | $0 |
| JULIE SOJKA | DIRECTOR Trustee or director | 1 | $0 |
| JACQUE WERTZ | SECRETARY Trustee or director, Officer | 1 | $0 |
| DEB YODER | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 811 3RD ST, KALONA, IA 52247-9493
- In care of
- % IOWA
- Principal officer (990 for 2025)
- PAUL WASSER, 811 3RD STREET, KALONA, IA 52247
- Signed the 990
- PAUL WASSER, EXECUTIVE DIRECTOR
- Phone
- (319) 656-2421
- Website
- HTTPS://WWW.PVKALONA.COM
- Return prepared by
- WILLIAMS & COMPANY CPA PC
Mission
PLEASANTVIEW HOME IS A RETIREMENT COMMUNITY WITH A TRADITION OF CARING. WE PROVIDE SERVICES TO ENHANCE OUR RESIDENTS' PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL WELL-BEING.
Program accomplishments
- IOWA MENNONITE BENEVOLENT ASSOCIATION OWNS AND OPERATES PLEASANTVIEW HOME WHICH PROVIDES NURSING AND RETIREMENT CARE AND FACILITIES FOR THE ELDERLY.Expenses $10,641,982 · revenue $11,051,785
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
- 42-0803935
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1961
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P74I)
- Assets (IRS master file)
- $22,000,803
- Income (IRS master file)
- $11,739,881
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $11,700,876 | $11,960,949 | $22,000,803 | XML |
| 990 | December 2024 | $9,814,868 | $11,314,044 | $22,562,604 | XML |
| 990 | December 2023 | $7,330,992 | $8,399,350 | $22,250,079 | XML |
| 990 | December 2022 | $7,256,300 | $7,446,788 | $15,183,922 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 42-0803935).
Questions about IOWA MENNONITE BENEVOLENT ASSOCIATION
- What is the EIN of IOWA MENNONITE BENEVOLENT ASSOCIATION?
- The employer identification number (EIN) of IOWA MENNONITE BENEVOLENT ASSOCIATION is 42-0803935.
- Is IOWA MENNONITE BENEVOLENT ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1961.
- Are donations to IOWA MENNONITE BENEVOLENT ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IOWA MENNONITE BENEVOLENT ASSOCIATION 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 IOWA MENNONITE BENEVOLENT ASSOCIATION 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 IOWA MENNONITE BENEVOLENT ASSOCIATION 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 IOWA MENNONITE BENEVOLENT ASSOCIATION?
- The 990 for the year ended December 31, 2025 names PAUL WASSER.
- Who are the officers and directors of IOWA MENNONITE BENEVOLENT ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 12 people; 2 received compensation from the organization, the highest $116,693 (JIM HERSHBERGER, FINANCE DIRE).
- How much revenue does IOWA MENNONITE BENEVOLENT ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $11,700,876, expenses of $11,960,949 and total assets of $22,000,803 at year end.
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