H W Grout Trust

Waterloo, IA
Tax-exempt since Aug. 1936
EIN: 23-7416881

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.78M (2024)

Expenses

$2.02M (2024)

Total Assets

$8.78M (2024)

Total Liabilities

$490k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$1,775,048

Expenses

$2,018,579

Net Income

-$243,531

Net Assets

$8,285,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,392,511	78.4%
Interest Revenue	$0
Dividends	$71,454	4.0%
Sales of Assets	$62,748	3.5%
Other Income	$236,341	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,449,020	71.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,775,480
Total Liabilities	$489,998
Net Assets	$8,285,482

Compensation

Key Employees and Officers	Compensation	Other
Alan Sweeney (Director Of Faciliti)	$75,675	$17,241
Diane Popelka (Director Of Finance)	$73,983	$8,601
Pat Kinney (Director Of Inst. Ad)	$54,614	$8,392
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0
Edward J Gallagher Iii (Trustee)	$0	$0
Mary Ellen Warren (Trustee)	$0	$0
Steve Schmitt (Trustee)	$0	$0
Mary Potter (Trustee)	$0	$0

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990-PF

Filed on Jan. 23, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$2,644,043

Expenses

$2,092,937

Net Income

$551,106

Net Assets

$8,364,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,151,390	81.4%
Interest Revenue	$0
Dividends	$66,606	2.5%
Sales of Assets	$149,446	5.7%
Other Income	$259,429	9.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,466,341	70.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,015,503
Total Liabilities	$651,484
Net Assets	$8,364,019

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$91,527	$9,398
Diane Popelka (Director Of Finance)	$66,284	$8,408
Alan Sweeney (Director Of Faciliti)	$63,297	$13,407
Pat Kinney (Director Of Inst. Ad)	$59,482	$8,363
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0
Edward J Gallagher Iii (Trustee)	$0	$0
Mary Ellen Warren (Trustee)	$0	$0
Steve Schmitt (Trustee)	$0	$0

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990-PF

Filed on Jan. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$2,062,834

Expenses

$1,866,201

Net Income

$196,633

Net Assets

$7,854,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,462,029	70.9%
Interest Revenue	$0
Dividends	$69,559	3.4%
Sales of Assets	$212,702	10.3%
Other Income	$306,718	14.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,209,096	64.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,411,069
Total Liabilities	$556,699
Net Assets	$7,854,370

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$73,562	$18,027
Pat Kinney (Director Of Inst. Ad)	$64,381	$17,545
Alan Sweeney (Director Of Faciliti)	$60,706	$12,634
Diane Popelka (Director Of Finance)	$50,776	$7,889
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0
Edward J Gallagher Iii (Trustee)	$0	$0
Mary Ellen Warren (Trustee)	$0	$0
Steve Schmitt (Trustee)	$0	$0

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990-PF

Filed on Jan. 30, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$1,750,767

Expenses

$1,777,448

Net Income

-$26,681

Net Assets

$8,129,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,630,551	93.1%
Interest Revenue	$0
Dividends	$39,913	2.3%
Sales of Assets	$1,952	0.1%
Other Income	$72,042	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,071,197	60.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,570,898
Total Liabilities	$441,528
Net Assets	$8,129,370

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$82,306	$17,409
Pat Kinney (Director Of Inst. Ad)	$54,940	$15,045
Alan Sweeney (Director Of Faciliti)	$54,136	$10,593
Diane Popelka (Director Of Finance)	$53,242	$7,527
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0
Edward J Gallagher Iii (Trustee)	$0	$0
Mary Ellen Warren (Trustee)	$0	$0
Steve Schmitt (Trustee)	$0	$0

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990-PF

Filed on Feb. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$1,430,130

Expenses

$1,917,234

Net Income

-$487,104

Net Assets

$7,764,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,247,929	87.3%
Interest Revenue	$0
Dividends	$42,981	3.0%
Sales of Assets	$0
Other Income	$150,202	10.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,138,201	59.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,293,684
Total Liabilities	$528,994
Net Assets	$7,764,690

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$81,559	$17,560
Alan Sweeney (Director Of Faciliti)	$56,222	$9,443
Pat Kinney (Director Of Inst. Ad)	$55,940	$12,747
Diane Popelka (Director Of Finance)	$55,389	$7,031
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0
Edward J Gallagher Iii (Trustee)	$0	$0
Mary Ellen Warren (Trustee)	$0	$0

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990-PF

Filed on Jan. 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$1,756,814

Expenses

$1,960,041

Net Income

-$203,227

Net Assets

$8,252,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,471,398	83.8%
Interest Revenue	$0
Dividends	$40,678	2.3%
Sales of Assets	$0
Other Income	$243,842	13.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,114,801	56.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,711,706
Total Liabilities	$459,704
Net Assets	$8,252,002

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$75,332	$17,225
Diane Popelka (Director Of Finance)	$54,673	$6,950
Alan Sweeney (Director Of Faciliti)	$53,934	$9,258
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0

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990-PF

Filed on Jan. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$1,825,739

Expenses

$2,079,090

Net Income

-$253,351

Net Assets

$8,393,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,504,297	82.4%
Interest Revenue	$0
Dividends	$49,987	2.7%
Sales of Assets	$23,098	1.3%
Other Income	$234,781	12.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,129,517	54.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,815,818
Total Liabilities	$422,756
Net Assets	$8,393,062

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$80,410	$14,854
Alan Sweeney (Facilities/Site Mana)	$54,596	$8,662
Diane Popelka (Operations Manager)	$50,709	$9,762
Cynthia Mchone (Development Director)	$50,508	$10,188
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0

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990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$1,605,647

Expenses

$1,544,855

Net Income

$60,792

Net Assets

$15,611,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,268,232	79.0%
Interest Revenue	$0
Dividends	$33,954	2.1%
Sales of Assets	$18,523	1.2%
Other Income	$267,406	16.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,211,792	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,001,492
Total Liabilities	$389,707
Net Assets	$15,611,785

Compensation

Key Employees and Officers	Compensation	Other
Billie Bailey (Executive Director)	$79,627	$12,631
Alan Sweeney (Facilities/Site Mana)	$55,288	$7,619
Cynthia Mchone (Development Director)	$54,785	$8,989
Diane Popelka (Operations Manager)	$54,146	$13,406
David Allbaugh (Trustee)	$0	$0
John J Burns (Trustee)	$0	$0
Judy Burfeind (Trustee)	$0	$0
Barbara Corson (Trustee)	$0	$0

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990-PF

Filed on Feb. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$1,423,391

Expenses

$1,359,517

Net Income

$63,874

Net Assets

$15,752,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,049,805	73.8%
Interest Revenue	$0
Dividends	$46,796	3.3%
Sales of Assets	$39,531	2.8%
Other Income	$258,551	18.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$903,999	66.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,756,252
Total Liabilities	$3,795
Net Assets	$15,752,457

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$1,514,144

Expenses

$1,301,977

Net Income

$212,167

Net Assets

$15,772,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,227,639	81.1%
Interest Revenue	$0
Dividends	$40,670	2.7%
Sales of Assets	$0
Other Income	$287,717	19.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$839,447	64.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,778,112
Total Liabilities	$5,419
Net Assets	$15,772,693

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$1,083,714

Expenses

$1,189,976

Net Income

-$106,262

Net Assets

$15,473,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$740,774	68.4%
Interest Revenue	$0
Dividends	$43,132	4.0%
Sales of Assets	$92,506	8.5%
Other Income	$190,068	17.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$751,141	63.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,477,301
Total Liabilities	$3,622
Net Assets	$15,473,679

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$959,566

Expenses

$1,222,024

Net Income

-$262,458

Net Assets

$15,581,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$652,029	68.0%
Interest Revenue	$0
Dividends	$53,362	5.6%
Sales of Assets	$43,013	4.5%
Other Income	$194,462	20.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$823,437	67.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,585,299
Total Liabilities	$4,151
Net Assets	$15,581,148

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$987,689

Expenses

$1,285,080

Net Income

-$297,391

Net Assets

$15,887,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$714,117	72.3%
Interest Revenue	$0
Dividends	$65,927	6.7%
Sales of Assets	$4,022	0.4%
Other Income	$189,637	19.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,222	31.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,893,434
Total Liabilities	$5,929
Net Assets	$15,887,505

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated January 26, 2026

H W Grout Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.78M (2024)

Expenses $2.02M (2024)

Total Assets $8.78M (2024)

Total Liabilities $490k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$1.78M (2024)

Expenses

$2.02M (2024)

Total Assets

$8.78M (2024)

Total Liabilities

$490k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001