Nonprofit · EIN 42-1246787
HNI CHARITABLE FOUNDATION
Tax-exempt · MUSCATINE, IA 52761
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,741,554 | $1,583,931 | $157,623 | $3,202,422 | $0 | $3,202,422 |
| December 31, 2024 | 990-PF | $1,675,124 | $561,826 | $1,113,298 | $3,044,799 | $0 | $3,044,799 |
| December 31, 2023 | 990-PF | $982,120 | $621,174 | $360,946 | $1,931,501 | $0 | $1,931,501 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,548,025
- Dividends
- $147,942
- Interest
- $186
- Net gain from sales of assets
- $45,401
Expenses
- Grants and similar amounts paid
- $1,553,352
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,571,437
- Excise tax on investment income
- $2,521
Balance sheet and other
- Total assets, start of year
- $3,044,799
- Total assets, end of year
- $3,202,422
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,202,422
- Fair market value of assets
- $3,359,551
- Qualifying distributions
- $1,571,437
- Net investment income
- $193,529
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Lorenger 600 E Second St, Muscatine, IA 52761 | President & CEO | 2 | $0 |
| Jennifer Petersen 600 E Second St, Muscatine, IA 52761 | Vice President | 2 | $0 |
| Lindsay McCullough 600 E Second St, Muscatine, IA 52761 | Secretary and Treasurer | 2 | $0 |
| Ryan Donner 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Dave Gardner 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Brandon Bullock 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| VP Berger 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Emily Hill 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Lorenger 600 E Second St, Muscatine, IA 52761 | President & CEO | 2 | $0 |
| Donna Meade 600 E Second St, Muscatine, IA 52761 | Vice President until June 2024 | 2 | $0 |
| Lindsay McCullough 600 E Second St, Muscatine, IA 52761 | Secretary and Treasurer | 2 | $0 |
| Ryan Donner 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Dave Gardner 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Jennifer Petersen Director until 600 E Second St, Muscatine, IA 52761 | June 2024, VP since June 2024 | 2 | $0 |
| Brandon Bullock 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| VP Berger 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Emily Hill 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeff Lorenger 600 E Second St, Muscatine, IA 52761 | President & CEO | 2 | $0 |
| Donna Meade 600 E Second St, Muscatine, IA 52761 | Vice President | 2 | $0 |
| Lindsay McCullough 600 E Second St, Muscatine, IA 52761 | Secretary and Treasurer | 2 | $0 |
| Ryan Donner 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Dave Gardner 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Jennifer Petersen 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| Brandon Bullock 600 E Second St, Muscatine, IA 52761 | Director | 2 | $0 |
| VP Berger 600 E Second St, Muscatine, IA 52761 | Director since Nov. 2023 | 2 | $0 |
| Emily Hill 600 E Second St, Muscatine, IA 52761 | Director since Nov. 2023 | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 600 E 2ND ST, MUSCATINE, IA 52761-4853
- Signed the 990-PF
- Lindsay McCullough, Treasurer and Secretary
- Phone
- (563) 272-7503
- Return prepared by
- Eide Bailly LLP
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 | 990-PF 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
- 42-1246787
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,202,422
- Income (IRS master file)
- $3,369,653
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,741,554 | $1,583,931 | $3,202,422 | XML |
| 990-PF | December 2024 | $1,675,124 | $561,826 | $3,044,799 | XML |
| 990-PF | December 2023 | $982,120 | $621,174 | $1,931,501 | 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 42-1246787).
Questions about HNI CHARITABLE FOUNDATION
- What is the EIN of HNI CHARITABLE FOUNDATION?
- The employer identification number (EIN) of HNI CHARITABLE FOUNDATION is 42-1246787.
- Is HNI CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to HNI CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HNI CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HNI CHARITABLE FOUNDATION 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 HNI CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HNI CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does HNI CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,741,554, expenses of $1,583,931 and total assets of $3,202,422 at year end.
Other nonprofits in MUSCATINE
- UNITY HEALTHCARE EIN 42-0680337 · last filed 990 for 2024
- ROY J CARVER CHARITABLE TR EIN 42-1186589 · last filed 990-PF for 2025
- COMMUNITY FOUNDATION OF GREATER MUSCATINE EIN 42-1495980 · last filed 990 for 2024
- LUTHERAN HOMES SOCIETY EIN 42-0698201 · last filed 990 for 2024
- THE STANLEY FOUNDATION EIN 42-6071036 · last filed 990-PF for 2024
- CROSSROADS INC OF MUSCATINE EIN 42-0951385 · last filed 990 for 2024
- HOLTHUES TR EIN 42-1466786 · last filed 990-PF for 2024
- MUSCATINE CENTER FOR SOCIAL ACTION EIN 42-1367973 · last filed 990 for 2024