Nonprofit · EIN 42-1416816
SPENCER REGIONAL HEALTHCARE FOUNDATION
Tax-exempt · SPENCER, IA 51301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,511,911 | $1,944,027 | $1,567,884 | $26,684,903 | $8,469,654 | $18,215,249 |
| June 30, 2024 | 990 | $1,889,678 | $336,821 | $1,552,857 | $26,431,046 | $9,308,351 | $17,122,695 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $542,221
- Program service revenue
- $0
- Investment income
- $2,939,690
- Net gain from sales of assets
- $2,267,663
- Other revenue
- $30,000
Expenses
- Grants and similar amounts paid
- $1,922,217
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,922,217
- Management and general (functional)
- $20,116
- Fundraising (functional)
- $1,694
Balance sheet and other
- Total assets, start of year
- $26,431,046
- Total assets, end of year
- $26,684,903
- Total liabilities, end of year
- $8,469,654
- Net assets, end of year
- $18,215,249
- Publicly traded securities
- $20,690,730
- Net assets without donor restrictions
- $18,178,787
- Net assets with donor restrictions
- $36,462
- Gross receipts
- $8,095,103
- Employees
- 0
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Nathan Rohling | Director Trustee or director | 1 | $0 |
| Amanda Bare | Director Trustee or director | 1 | $0 |
| Brenda Tiefenthaler | Director Trustee or director | 2 | $0 |
| Kim Upah | Director Trustee or director | 1 | $0 |
| Nate Schmidt | Vice President Trustee or director, Officer | 1 | $0 |
| Dr Sonia Sather | Director Trustee or director | 1 | $0 |
| Pat Reno | Director Trustee or director | 1 | $0 |
| Ben Hollesen | director Trustee or director | 1 | $0 |
| Wes Simpson | President Trustee or director, Officer | 1 | $0 |
| Brent Swart | Director Trustee or director | 1 | $0 |
| Cole Milbrath | Director Trustee or director | 1 | $0 |
| Joe Conover | DIRECTOR Trustee or director | 1 | $0 |
| Marianne Fuchsen | Director Trustee or director | 1 | $0 |
| Jill Davis | Treasurer Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dr Nathan Rohling | Director Trustee or director | 1 | $0 |
| Marcia Ramstack | Director Trustee or director | 1 | $0 |
| Brenda Tiefenthaler | Director Trustee or director | 2 | $0 |
| Kim Upah | Director Trustee or director | 1 | $0 |
| Nate Schmidt | Vice President Trustee or director, Officer | 1 | $0 |
| Dr Sonia Sather | Director Trustee or director | 1 | $0 |
| Pat Reno | Director Trustee or director | 1 | $0 |
| Ben Hollesen | director Trustee or director | 1 | $0 |
| Wes Simpson | President Trustee or director, Officer | 1 | $0 |
| Mike Bryan | Director Trustee or director | 1 | $0 |
| Brent Swart | Director Trustee or director | 1 | $0 |
| Cole Milbrath | Director Trustee or director | 1 | $0 |
| Julie Christensen | Director Trustee or director | 1 | $0 |
| Joe Conover | DIRECTOR Trustee or director | 1 | $0 |
| Marianne Fuchsen | Director Trustee or director | 1 | $0 |
| Jill Davis | Treasurer Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 1ST AVENUE EAST, SPENCER, IA 51301-4342
- Signed the 990
- Sara Taylor, Executive Director
- Phone
- (712) 264-6226
- Return prepared by
- WINTHER STAVE & CO LLP
Mission
SUPPORT the enhancement of HEALTH CARE technologies and programs in the region served by Spencer Municipal hospital.
Program accomplishments
- THE DISBURSEMENTS ARE FOR THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES WHICH BENEFIT AND SUPPORT MEDICAL AND HEALTH CARE SERVICES FOR PERSONS IN THE REGION SERVED BY SPENCER MUNICIPAL HOSPITAL. FUNDS HAVE BEEN USED BY THE DONEE TO PURCHASE DESIGNATED MEDICAL EQUIPMENT, OTHER MEDICAL ITEMS AND PROGRAMS USED FOR THE DELIVERY OF MEDICAL SERVICES.Expenses $1,922,217 · grants $1,922,217
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1416816
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21Z)
- Assets (IRS master file)
- $26,684,903
- Income (IRS master file)
- $8,095,103
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,511,911 | $1,944,027 | $26,684,903 | IRS |
| 990 | June 2024 | $1,889,678 | $336,821 | $26,431,046 | XML |
| 990 | June 2023 | $1,346,633 | $1,295,461 | $23,775,678 | IRS |
| 990 | June 2022 | $1,955,772 | $891,902 | $21,686,277 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 42-1416816).
Questions about SPENCER REGIONAL HEALTHCARE FOUNDATION
- What is the EIN of SPENCER REGIONAL HEALTHCARE FOUNDATION?
- The employer identification number (EIN) of SPENCER REGIONAL HEALTHCARE FOUNDATION is 42-1416816.
- Is SPENCER REGIONAL HEALTHCARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SPENCER REGIONAL HEALTHCARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPENCER REGIONAL HEALTHCARE FOUNDATION 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 SPENCER REGIONAL HEALTHCARE 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 SPENCER REGIONAL HEALTHCARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SPENCER REGIONAL HEALTHCARE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SPENCER REGIONAL HEALTHCARE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,511,911, expenses of $1,944,027 and total assets of $26,684,903 at year end.
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- NORTHWEST IOWA MENTAL HEALTH CENTER EIN 42-0840465 · last filed 990 for 2025
- COMMUNITY HOUSING INITIATIVES INC EIN 42-1416426 · last filed 990 for 2024
- CLAY COUNTY FAIR ASSOCIATION EIN 42-0185302 · last filed 990 for 2025
- EASTWOOD OF AMES INC EIN 20-4700881 · last filed 990 for 2024
- YOUNG MENS CHRISTIAN ASSOCIATION OF SPENCER IOWA EIN 42-0820570 · last filed 990 for 2025
- SPENCER INDUSTRIES FOUNDATION EIN 42-0889788 · last filed 990 for 2025
- REGIONAL TRANSIT AUTHORITY ART EIN 42-1133312 · last filed 990 for 2025