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Nonprofit · EIN 84-1519112

MIKKELSON FOUNDATION

Tax-exempt · MONUMENT, CO 80132

Financials

$250K$102K2023$354K$128K2024
Revenue Expenses · by fiscal year end
Financials of MIKKELSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$353,703$127,736$225,967$2,363,421$120,000$2,243,421
September 30, 2024990-PF$250,103$102,349$147,754$2,137,455$90,000$2,047,455
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$233,720
Dividends
$73,846
Interest
$13,187
Net gain from sales of assets
$32,503
Other income
$447

Expenses

Grants and similar amounts paid
$115,760
Disbursements for charitable purposes
$115,760
Excise tax on investment income
$4,768

Balance sheet and other

Total assets, start of year
$2,137,455
Total assets, end of year
$2,363,421
Total liabilities, end of year
$120,000
Net assets, end of year
$2,243,421
Fair market value of assets
$2,510,156
Qualifying distributions
$115,760
Net investment income
$350,789

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES M MIKKELSON
17665 Minglewood Trail, Monument, CO 801328421
President Treasurer4$0
RONALD FURSTENAU
2075 Tyrone Dr, Colorado Springs, CO 809194859
Vice President1$0
CATHLEEN M MIKKELSON
17665 Minglewood Trail, Monument, CO 801328421
Secretary1$0
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
JAMES M MIKKELSON
17665 Minglewood Trail, Monument, CO 801328421
President Treasurer4$0
RONALD FURSTENAU
2075 Tyrone Dr, Colorado Springs, CO 809194859
Vice President1$0
CATHLEEN M MIKKELSON
17665 Minglewood Trail, Monument, CO 801328421
Secretary1$0

Address and contacts

Address (IRS master file)
17665 MINGLEWOOD TRL, MONUMENT, CO 80132-8421
In care of
% JAMES M MIKKELSON
Signed the 990-PF
JAMES M MIKKELSON, President Treasurer
Phone
(719) 330-4150

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
84-1519112
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
2000
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$2,363,421
Income (IRS master file)
$973,725

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$353,703$127,736$2,363,421XML
990-PFSeptember 2024$250,103$102,349$2,137,455XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––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 84-1519112).

Questions about MIKKELSON FOUNDATION

What is the EIN of MIKKELSON FOUNDATION?
The employer identification number (EIN) of MIKKELSON FOUNDATION is 84-1519112.
Is MIKKELSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to MIKKELSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MIKKELSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MIKKELSON FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MIKKELSON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of MIKKELSON FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MIKKELSON FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $353,703, expenses of $127,736 and total assets of $2,363,421 at year end.

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