STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HALL-PERRINE FOUNDATION

2025 · Form 990PF · revenue $6.9M · expenses $4.1M · assets $143.8M

EIN
42-6057097
Address
222 3RD AVE SE STE 400, CEDAR RAPIDS, IA 52401-1542
Website
WWW.HALLPERRINE.ORG
NTEE code
-
Subsection
501(c)(3)
Ruling year
1957
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

5 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jack B Evans CHAIR OF THE BOARD2010-2025 $6,220$2,176,522 1
Kristin C Novak PROGRAM OFFICER/ASSI2010-2025 $103,371$1,055,035 1
Julie L Johnson PRESIDENT2020-2025 $170,528$791,493 1
Iris E Muchmore DIRECTOR2010-2025 $0$155,974 1
Echo M Batson (former) EXECUTIVE DIRECTOR-LEFT NOV 20192018-2019 $135,312$145,312 1
Unpaid officers and directors · 15 people
NameLatest titleYearsOrganizations
Darrel A Morf VICE CHAIR - PASSED JUL 20252010-2025 1
Charles M Peters TREASURER2010-2025 1
Jenny L Schulz SECRETARY2015-2025 1
Kathy E Eno DIRECTOR2010-2025 1
Lura E Mcbride VICE CHAIR2017-2025 1
David B Muller Md DIRECTOR2018-2025 1
Rue H Patel DIRECTOR2024-2025 1
Diana Ledford DIRECTOR2024-2025 1
Ernest J Buresh (former) DIRECTOR2010-2021 1
Dennis L Boatman (former) DIRECTOR2010-2020 1
Carleen M Grandon (former) DIRECTOR EMERITUS2010-2018 1
Alex A Meyer (former) DIRECTOR EMERITUS2010-2018 1
Dee L Baird (former) DIRECTOR2011-2017 1
Todd M Bergen (former) DIRECTOR2010-2016 1
William P Whipple (former) CHAIRMAN2010 1

People by year

2025 · 12 people listed · 3 paid, $280K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE L JOHNSON PRESIDENT30 $159,831-$10,697 $170,5281
KRISTIN C NOVAK PROGRAM OFFICER/ASSI30 $99,746-$3,625 $103,3711
JACK B EVANS CHAIR OF THE BOARD10 $0-$6,220 $6,2201
DARREL A MORF VICE CHAIR - PASSED JUL 20251 $0-$0 $01
LURA E MCBRIDE VICE CHAIR1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
JENNY L SCHULZ SECRETARY1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
DIANA LEDFORD DIRECTOR1 $0-$0 $01
IRIS E MUCHMORE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
RUE H PATEL DIRECTOR1 $0-$0 $01
2024 · 12 people listed · 3 paid, $266K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE L JOHNSON EXECUTIVE DIRECTOR30 $144,486-$9,888 $154,3741
KRISTIN C NOVAK PROGRAM OFFICER/ASSI30 $90,089-$3,338 $93,4271
JACK B EVANS CHAIR OF THE BOARD10 $11,691-$6,440 $18,1311
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
JENNY L SCHULZ SECRETARY1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
IRIS E MUCHMORE DIRECTOR1 $0-$0 $01
RUE H PATEL DIRECTOR1 $0-$0 $01
DIANA LEDFORD DIRECTOR1 $0-$0 $01
2023 · 10 people listed · 3 paid, $280K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE L JOHNSON EXECUTIVE DIRECTOR30 $151,143-$9,436 $160,5791
KRISTIN C NOVAK PROGRAM OFFICER/ASSI30 $85,353-$3,414 $88,7671
JACK B EVANS CHAIR OF THE BOARD10 $23,897-$6,468 $30,3651
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
JENNY L SCHULZ DIRECTOR1 $0-$0 $01
2022 · 10 people listed · 3 paid, $265K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE L JOHNSON EXECUTIVE DIRECTOR30 $128,799-$8,135 $136,9341
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $81,546-$3,262 $84,8081
JACK B EVANS CHAIR OF THE BOARD10 $35,074-$7,990 $43,0641
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
JENNY L SCHULZ DIRECTOR1 $0-$0 $01
2021 · 11 people listed · 3 paid, $241K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JULIE L JOHNSON EXECUTIVE DIRECTOR30 $107,010-$7,154 $114,1641
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $79,418-$3,177 $82,5951
JACK B EVANS CHAIR OF THE BOARD10 $31,754-$12,654 $44,4081
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
2020 · 12 people listed · 3 paid, $244K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $101,523-$2,591 $104,1141
JACK B EVANS CHAIR OF THE BOARD10 $82,496-$2,654 $85,1501
JULIE L JOHNSON EXECUTIVE DIRECTOR30 $50,446-$4,468 $54,9141
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
2019 · 12 people listed · 3 paid, $257K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ECHO M BATSON EXECUTIVE DIRECTOR-LEFT NOV 201930 $129,016-$6,296 $135,3121
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $83,087-$2,591 $85,6781
JACK B EVANS CHAIR10 $30,866-$4,820 $35,6861
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
2018 · 14 people listed · 4 paid, $323K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT30 $168,463-$28,910 $197,3731
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $64,959-$5,753 $70,7121
IRIS E MUCHMORE SECRETARY/EXECUTIVE VP10 $44,437-$0 $44,4371
ECHO M BATSON EXECUTIVE DIRECTOR30 $10,000-$0 $10,0001
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DAVID B MULLER MD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR EMERITUS1 $0-$0 $01
ALEX A MEYER DIRECTOR EMERITUS1 $0-$0 $01
2017 · 13 people listed · 3 paid, $306K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT30 $145,431-$40,372 $185,8031
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $56,714-$14,756 $71,4701
IRIS E MUCHMORE SECRETARY/EXECUTIVE VP10 $48,477-$0 $48,4771
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
LURA E MCBRIDE DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR EMERITUS1 $0-$0 $01
ALEX A MEYER DIRECTOR EMERITUS1 $0-$0 $01
2016 · 13 people listed · 3 paid, $383K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT30 $141,885-$119,846 $261,7311
KRISTIN C NOVAK PROGRAM OFFICER/ASSI28 $56,129-$17,949 $74,0781
IRIS E MUCHMORE SECRETARY/EXECUTIVE VP10 $47,295-$0 $47,2951
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR EMERITUS1 $0-$0 $01
ALEX A MEYER DIRECTOR EMERITUS1 $0-$0 $01
2015 · 13 people listed · 3 paid, $299K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT40 $170,723-$44,980 $215,7031
KRISTIN C NOVAK PROGRAM OFFICER/ASSI28 $55,331-$12,048 $67,3791
IRIS E MUCHMORE SECRETARY/EXECUTIVE VP10 $15,765-$0 $15,7651
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
ALEX A MEYER DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
JENNY SCHULZ DIRECTOR1 $0-$0 $01
2014 · 12 people listed · 2 paid, $290K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT40 $179,981-$45,167 $225,1481
KRISTIN C NOVAK PROGRAM OFFICER/ASSI28 $53,830-$11,446 $65,2761
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
ALEX A MEYER DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
2013 · 12 people listed · 2 paid, $277K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT40 $174,081-$39,972 $214,0531
KRISTIN C NOVAK PROGRAM OFFICER/ASSI40 $52,557-$10,803 $63,3601
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
ALEX A MEYER DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
2012 · 12 people listed · 1 paid, $207K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT40 $172,206-$34,675 $206,8811
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
KRISTIN C NOVAK PROGRAM OFFICER/ASST. SEC.1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
ALEX A MEYER DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
2011 · 12 people listed · 1 paid, $204K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT40 $170,399-$33,519 $203,9181
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
KRISTIN C NOVAK PROGRAM OFFICER/ASST. SEC.1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
ALEX A MEYER DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01
DEE L BAIRD DIRECTOR1 $0-$0 $01
2010 · 12 people listed · 1 paid, $203K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JACK B EVANS PRESIDENT40 $169,736-$33,152 $202,8881
WILLIAM P WHIPPLE CHAIRMAN1 $0-$0 $01
DARREL A MORF VICE PRESIDENT1 $0-$0 $01
CHARLES M PETERS TREASURER1 $0-$0 $01
IRIS E MUCHMORE SECRETARY1 $0-$0 $01
KRISTIN C NOVAK PROGRAM OFFICER/ASST. SEC.1 $0-$0 $01
CARLEEN M GRANDON DIRECTOR1 $0-$0 $01
KATHY E ENO DIRECTOR1 $0-$0 $01
ALEX A MEYER DIRECTOR1 $0-$0 $01
DENNIS L BOATMAN DIRECTOR1 $0-$0 $01
ERNEST J BURESH DIRECTOR1 $0-$0 $01
TODD M BERGEN DIRECTOR1 $0-$0 $01

Highest-paid independent contractors

2025 · 4 contractors · $352K
NameLocationServicePaid
MARQUETTE ASSOCIATESWEST CHESTER, PAINVESTMENT MGMT. FEES$180,834
THE CARLYLE GROUPWASHINGTON, DCINVESTMENT MGMT. FEES$65,071
FIFTH THIRD BANKCINCINNATI, OHINVESTMENT MGMT. FEES$55,601
IFM GLOBAL INFRASTRUCTUREGRAND CAYMANINVESTMENT MGMT. FEES$50,917
2024 · 1 contractor · $197K
NameLocationServicePaid
FIFTH THIRD BANKCINCINNATI, OHINVESTMENT MGMT. FEES$197,027
2023 · 5 contractors · $431K
NameLocationServicePaid
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$126,088
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$107,726
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$86,266
CHARLES SCHWAB & CO INCWESTLAKE, TXINVESTMENT MGMT. FEES$57,764
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$53,551
2022 · 5 contractors · $574K
NameLocationServicePaid
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$158,383
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$120,113
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$120,084
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$115,226
TD AMERITRADE INSTITUTIONALOMAHA, NEINVESTMENT MGMT. FEES$60,284
2021 · 5 contractors · $616K
NameLocationServicePaid
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$179,096
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$138,335
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$129,886
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$104,951
TD AMERITRADE INSTITUTIONALOMAHA, NEINVESTMENT MGMT. FEES$63,804
2020 · 4 contractors · $399K
NameLocationServicePaid
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$110,494
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$101,847
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$94,289
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$92,533
2019 · 5 contractors · $473K
NameLocationServicePaid
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$122,980
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$120,403
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$96,462
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$80,225
TD AMERITRADEOMAHA, NEINVESTMENT MGMT. FEES$52,555
2018 · 5 contractors · $532K
NameLocationServicePaid
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$147,474
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$136,018
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$114,300
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$78,581
TD AMERITRADEOMAHA, NEINVESTMENT MGMT. FEES$55,155
2017 · 4 contractors · $496K
NameLocationServicePaid
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$164,507
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$138,589
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$119,748
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$72,768
2016 · 4 contractors · $500K
NameLocationServicePaid
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$184,790
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$134,980
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$116,166
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$64,189
2015 · 4 contractors · $436K
NameLocationServicePaid
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$139,715
US BANKMILWAUKEE, WIINVESTMENT MGMT. FEES$134,241
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$96,422
MERRILL LYNCHCEDAR RAPIDS, IAINVESTMENT MGMT. FEES$65,896
2014 · 3 contractors · $387K
NameLocationServicePaid
GAMCO INVESTOR'S INCRYE, NYINVESTMENT MGMT. FEES$206,280
NUVEEN CORP FEECEDAR RAPIDS, IAINVESTMENT MGMT. FEES$98,031
BERNSTEINMINNEAPOLIS, MNINVESTMENT MGMT. FEES$82,313
2013 · 3 contractors · $319K
NameLocationServicePaid
GAMCO INVESTOR'S INCRYEINVESTMENT MGMT. FEES$174,075
NUVEEN CORP FEECEDAR RAPIDSINVESTMENT MGMT. FEES$87,904
RAYMOND JAMESCEDAR RAPIDSINVESTMENT MGMT. FEES$57,134

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 21 grants to organizations · $5.6M

Listed grants add up to $5,566,334; the return's “grants paid” expense line says $3,049,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2024 · 22 grants to organizations · $5.9M

Listed grants add up to $5,906,333; the return's “grants paid” expense line says $6,108,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 27 grants to organizations · $5.6M

Listed grants add up to $5,623,705; the return's “grants paid” expense line says $1,277,374. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 28 grants to organizations · $5.6M

Listed grants add up to $5,615,016; the return's “grants paid” expense line says $11,867,282. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 22 grants to organizations · $5.5M

Listed grants add up to $5,469,519; the return's “grants paid” expense line says $6,695,251. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 21 grants to organizations · $3.3M

Listed grants add up to $3,311,667; the return's “grants paid” expense line says $4,881,667. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 20 grants to organizations · $5.8M

Listed grants add up to $5,830,000; the return's “grants paid” expense line says $9,764,999. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 20 grants to organizations · $6.0M

Listed grants add up to $5,959,460; the return's “grants paid” expense line says $3,477,325. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 21 grants to organizations · $5.9M

Listed grants add up to $5,861,161; the return's “grants paid” expense line says $1,291,630. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 26 grants to organizations · $5.6M

Listed grants add up to $5,628,656; the return's “grants paid” expense line says $8,031,209. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 23 grants to organizations · $5.8M

Listed grants add up to $5,827,667; the return's “grants paid” expense line says $4,413,280. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 25 grants to organizations · $5.9M

Listed grants add up to $5,879,586; the return's “grants paid” expense line says $4,823,086. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 23 grants to organizations · $5.7M

Listed grants add up to $5,682,721; the return's “grants paid” expense line says $6,412,720. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 18 grants to organizations · $5.4M

Listed grants add up to $5,422,878; the return's “grants paid” expense line says $5,352,698. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 25 grants to organizations · $5.6M

Listed grants add up to $5,628,773; the return's “grants paid” expense line says $1,979,407. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 27 grants to organizations · $5.4M

Listed grants add up to $5,389,979; the return's “grants paid” expense line says $13,465,269. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Grants received from DAF sponsors and foundations

2 grants to this organization reported by other filers, $470 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2019THE ACCEL FOUNDATIONPrivate foundation $288FLEECE BLANKETS FOR CANCER PATIENTSname and state view
2019THE ACCEL FOUNDATIONPrivate foundation $182FLEECE BLANKETS FOR CANCER PATIENTSname and state view

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$6,859,539$4,123,174 $143,800,388$135,930,971 -- $159,831--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$5,792,976$6,975,636 $128,465,445$118,065,796 -- $156,177--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$25,759,368$2,545,382 $121,559,926$111,304,345 -- $175,040--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$3,785,805$12,911,888 $115,895,808$101,372,978 -- $163,873--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$14,980,430$7,893,266 $140,581,654$132,332,416 -- $138,764--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$6,888,127$5,814,157 $127,964,086$120,932,355 -- $132,942--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$5,692,757$10,700,033 $117,598,079$112,145,835 -- $159,882--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$5,851,072$4,497,875 $105,165,306$103,644,599 -- $251,810--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$5,674,181$2,265,975 $117,138,578$113,127,904 -- $234,280--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$7,886,358$9,122,876 $112,499,196$103,923,423 -- $309,026--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$5,167,377$5,351,998 $108,019,010$101,837,861 -- $231,468--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$5,958,770$5,765,825 $115,937,217$108,347,633 -- $179,981--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$6,731,708$7,265,898 $115,060,610$106,410,151 -- $174,081--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$5,386,913$6,123,941 $109,995,615$102,082,013 -- $172,206--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$6,407,738$2,710,628 $106,123,425$98,143,969 -- $169,289--
2010 · Form 990PF period ending 2010-12-31 · view filing · original 990 ↗
$6,122,005$14,169,234 $110,235,363$98,556,970 -- $168,706--

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $4,123,174 spent · pay $315,566 · grants $3,049,000 · events $2,559
LineAs describedTotalShare
Contributions, gifts, grants paid $3,049,000 73.9%
Fees: other professional $352,423 8.5%
Other expenses $256,322 6.2%
Pay: officers, directors, trustees $159,831 3.9%
Other salaries and wages $113,809 2.8%
Taxes $86,764 2.1%
Pension plans and employee benefits $41,926 1.0%
Fees: accounting $39,298 1.0%
Occupancy $17,077 0.4%
Interest $4,165 0.1%
Travel, conferences and meetings $2,559 0.1%
Total$4,123,174100%

View the filing

2024 · Form 990PF · $6,975,636 spent · pay $285,092 · grants $6,108,000 · events $1,954
LineAs describedTotalShare
Contributions, gifts, grants paid $6,108,000 87.6%
Fees: other professional $313,119 4.5%
Pay: officers, directors, trustees $156,177 2.2%
Other expenses $134,869 1.9%
Other salaries and wages $90,089 1.3%
Taxes $72,657 1.0%
Pension plans and employee benefits $38,826 0.6%
Occupancy $26,478 0.4%
Fees: accounting $21,748 0.3%
Depreciation and depletion $9,813 0.1%
Travel, conferences and meetings $1,954 0.0%
Interest $1,416 0.0%
Fees: legal $490 0.0%
Total$6,975,636100%

View the filing

2023 · Form 990PF · $2,545,382 spent · pay $299,943 · grants $1,277,374 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,277,374 50.2%
Fees: other professional $522,586 20.5%
Taxes $348,261 13.7%
Pay: officers, directors, trustees $175,040 6.9%
Other salaries and wages $85,353 3.4%
Pension plans and employee benefits $39,550 1.6%
Other expenses $31,543 1.2%
Fees: accounting $27,725 1.1%
Occupancy $26,162 1.0%
Depreciation and depletion $9,812 0.4%
Fees: legal $1,976 0.1%
Total$2,545,382100%

View the filing

2022 · Form 990PF · $12,911,888 spent · pay $283,885 · grants $11,867,282 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $11,867,282 91.9%
Fees: other professional $613,362 4.8%
Pay: officers, directors, trustees $163,873 1.3%
Other salaries and wages $81,546 0.6%
Other expenses $49,855 0.4%
Taxes $43,024 0.3%
Pension plans and employee benefits $38,466 0.3%
Occupancy $25,784 0.2%
Fees: accounting $18,884 0.1%
Depreciation and depletion $9,812 0.1%
Total$12,911,888100%

View the filing

2021 · Form 990PF · $7,893,266 spent · pay $252,320 · grants $6,695,251 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,695,251 84.8%
Fees: other professional $659,426 8.4%
Taxes $198,360 2.5%
Pay: officers, directors, trustees $138,764 1.8%
Other salaries and wages $79,418 1.0%
Pension plans and employee benefits $34,138 0.4%
Other expenses $34,081 0.4%
Occupancy $24,712 0.3%
Fees: accounting $18,343 0.2%
Depreciation and depletion $9,812 0.1%
Fees: legal $961 0.0%
Total$7,893,266100%

View the filing

2020 · Form 990PF · $5,814,157 spent · pay $263,744 · grants $4,881,667 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,881,667 84.0%
Fees: other professional $494,193 8.5%
Pay: officers, directors, trustees $132,942 2.3%
Other salaries and wages $101,523 1.7%
Taxes $89,912 1.5%
Other expenses $37,926 0.7%
Pension plans and employee benefits $29,279 0.5%
Occupancy $24,724 0.4%
Fees: accounting $21,991 0.4%
Total$5,814,157100%

View the filing

2019 · Form 990PF · $10,700,033 spent · pay $256,676 · grants $9,764,999 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $9,764,999 91.3%
Fees: other professional $515,880 4.8%
Pay: officers, directors, trustees $159,882 1.5%
Other salaries and wages $83,087 0.8%
Taxes $72,981 0.7%
Other expenses $36,174 0.3%
Occupancy $24,846 0.2%
Fees: accounting $24,668 0.2%
Pension plans and employee benefits $13,707 0.1%
Fees: legal $3,809 0.0%
Total$10,700,033100%

View the filing

2018 · Form 990PF · $4,497,875 spent · pay $322,454 · grants $3,477,325 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $3,477,325 77.3%
Fees: other professional $542,913 12.1%
Pay: officers, directors, trustees $251,810 5.6%
Taxes $76,300 1.7%
Other salaries and wages $64,959 1.4%
Other expenses $43,556 1.0%
Occupancy $23,489 0.5%
Fees: accounting $10,050 0.2%
Pension plans and employee benefits $5,685 0.1%
Depreciation and depletion $1,284 0.0%
Fees: legal $504 0.0%
Total$4,497,875100%

View the filing

2017 · Form 990PF · $2,265,975 spent · pay $305,750 · grants $1,291,630 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,291,630 57.0%
Fees: other professional $544,369 24.0%
Pay: officers, directors, trustees $234,280 10.3%
Taxes $72,947 3.2%
Other salaries and wages $56,714 2.5%
Occupancy $23,014 1.0%
Pension plans and employee benefits $14,756 0.7%
Fees: accounting $13,640 0.6%
Other expenses $12,975 0.6%
Depreciation and depletion $1,650 0.1%
Total$2,265,975100%

View the filing

2016 · Form 990PF · $9,122,876 spent · pay $383,104 · grants $8,031,209 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $8,031,209 88.0%
Fees: other professional $550,322 6.0%
Pay: officers, directors, trustees $309,026 3.4%
Taxes $96,049 1.1%
Other salaries and wages $56,129 0.6%
Other expenses $24,881 0.3%
Occupancy $22,635 0.2%
Pension plans and employee benefits $17,949 0.2%
Fees: accounting $13,025 0.1%
Depreciation and depletion $1,651 0.0%
Total$9,122,876100%

View the filing

2015 · Form 990PF · $5,351,998 spent · pay $298,847 · grants $4,413,280 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,413,280 82.5%
Other expenses $524,806 9.8%
Pay: officers, directors, trustees $231,468 4.3%
Taxes $67,908 1.3%
Other salaries and wages $55,331 1.0%
Fees: accounting $23,310 0.4%
Occupancy $22,648 0.4%
Pension plans and employee benefits $12,048 0.2%
Depreciation and depletion $1,199 0.0%
Total$5,351,998100%

View the filing

2014 · Form 990PF · $5,765,825 spent · pay $290,424 · grants $4,823,086 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $4,823,086 83.6%
Other expenses $548,240 9.5%
Pay: officers, directors, trustees $179,981 3.1%
Taxes $65,263 1.1%
Pension plans and employee benefits $56,613 1.0%
Other salaries and wages $53,830 0.9%
Occupancy $25,507 0.4%
Fees: accounting $12,110 0.2%
Depreciation and depletion $1,195 0.0%
Total$5,765,825100%

View the filing

2013 · Form 990PF · $7,265,898 spent · pay $250,119 · grants $6,412,720 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $6,412,720 88.3%
Other expenses $490,122 6.7%
Pay: officers, directors, trustees $174,081 2.4%
Taxes $76,584 1.1%
Other salaries and wages $52,557 0.7%
Occupancy $25,240 0.3%
Pension plans and employee benefits $23,481 0.3%
Fees: accounting $9,350 0.1%
Depreciation and depletion $1,290 0.0%
Fees: legal $473 0.0%
Total$7,265,898100%

View the filing

2012 · Form 990PF · $6,123,941 spent · pay $261,029 · grants $5,352,698 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $5,352,698 87.4%
Other expenses $415,752 6.8%
Pay: officers, directors, trustees $172,206 2.8%
Taxes $57,384 0.9%
Other salaries and wages $52,123 0.9%
Pension plans and employee benefits $36,700 0.6%
Occupancy $25,142 0.4%
Fees: accounting $10,645 0.2%
Depreciation and depletion $1,291 0.0%
Total$6,123,941100%

View the filing

2011 · Form 990PF · $2,710,628 spent · pay $271,774 · grants $1,979,407 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,979,407 73.0%
Other expenses $343,258 12.7%
Pay: officers, directors, trustees $169,289 6.2%
Taxes $75,025 2.8%
Pension plans and employee benefits $51,248 1.9%
Other salaries and wages $51,237 1.9%
Occupancy $23,932 0.9%
Fees: accounting $16,525 0.6%
Depreciation and depletion $597 0.0%
Fees: legal $110 0.0%
Total$2,710,628100%

View the filing

2010 · Form 990PF · $14,169,234 spent · pay $252,194 · grants $13,465,269 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $13,465,269 95.0%
Other expenses $349,109 2.5%
Pay: officers, directors, trustees $168,706 1.2%
Taxes $64,997 0.5%
Other salaries and wages $50,605 0.4%
Pension plans and employee benefits $32,883 0.2%
Occupancy $23,725 0.2%
Fees: accounting $11,000 0.1%
Fees: legal $1,656 0.0%
Depreciation and depletion $1,284 0.0%
Total$14,169,234100%

View the filing