Josephine Ecklund Petrie And Charles A Petrie Memorial

Daniel J Lowenberg Ttee

Montrose, CO
Tax-exempt since May 2007
EIN: 32-6050918

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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.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$55.6k (2024)

Expenses

$65.5k (2024)

Total Assets

$526k (2024)

Total Liabilities

$66k (2024)

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 Dec.
2024

Revenue

$55,596

Expenses

$65,528

Net Income

-$9,932

Net Assets

$460,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,933	46.6%
Sales of Assets	$28,891	52.0%
Other Income	$772	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,000	87.0%
Compensation of Officers*	$6,179	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$526,196
Total Liabilities	$66,000
Net Assets	$460,196

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Lowenberg (Trustee)	$5,429	$0
Brandon Keltz (Trustee)	$750	$0
Mark Vidmar (Trustee)	$0	$0

990-PF

Filed on May 16, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$40,854

Expenses

$4,414

Net Income

$36,440

Net Assets

$470,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,141	54.2%
Sales of Assets	$18,713	45.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,000	> 100%
Compensation of Officers*	$2,069	46.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$545,128
Total Liabilities	$75,000
Net Assets	$470,128

Compensation

Key Employees and Officers	Compensation	Other
Daniel J Lowenberg (Trustee)	$2,069	$0
Brandon Keltz (Trustee)	$0	$0
Mark Vidmar (Trustee)	$0	$0

990-PF

Filed on May 13, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$47,840

Expenses

$68,566

Net Income

-$20,726

Net Assets

$432,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,625	38.9%
Sales of Assets	$29,215	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,000	65.6%
Compensation of Officers*	$6,202	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,798
Total Liabilities	$90,000
Net Assets	$432,798

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$3,202	$0
Brandon E Keltz (Trustee)	$1,500	$0
Charles J Vidmar (Trustee)	$1,500	$0
Daniel J Lowenberg (Trustee)	$0	$0

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990-PF

Filed on May 15, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$59,372

Expenses

$68,300

Net Income

-$8,928

Net Assets

$453,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,000	37.1%
Sales of Assets	$37,372	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	61.5%
Compensation of Officers*	$5,806	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$528,784
Total Liabilities	$75,265
Net Assets	$453,519

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$4,306	$0
Brandon E Keltz (Trustee)	$750	$0
Charles J Vidmar (Trustee)	$750	$0

990-PF

Filed on May 9, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$39,642

Expenses

$66,878

Net Income

-$27,236

Net Assets

$462,447

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,861	50.1%
Sales of Assets	$19,781	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,000	40.4%
Compensation of Officers*	$4,642	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$519,447
Total Liabilities	$57,000
Net Assets	$462,447

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$3,142	$0
Brandon E Keltz (Trustee)	$750	$0
Charles J Vidmar (Trustee)	$750	$0

990-PF

Filed on April 30, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$45,084

Expenses

$5,371

Net Income

$39,713

Net Assets

$489,683

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,837	46.2%
Sales of Assets	$20,247	44.9%
Other Income	$4,000	8.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	> 100%
Compensation of Officers*	$2,902	54.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$514,065
Total Liabilities	$24,382
Net Assets	$489,683

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$1,902	$0
Brandon E Keltz (Trustee)	$500	$0
Charles J Vidmar (Trustee)	$500	$0

990-PF

Filed on April 29, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$42,950

Expenses

$54,711

Net Income

-$11,761

Net Assets

$449,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,543	47.8%
Sales of Assets	$22,407	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,000	40.2%
Compensation of Officers*	$4,660	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$499,970
Total Liabilities	$50,000
Net Assets	$449,970

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$3,160	$0
Brandon E Keltz (Trustee)	$750	$0
Charles J Vidmar (Trustee)	$750	$0

990-PF

Filed on May 2, 2019

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Fiscal Year Ending Dec.
2017

Revenue

$31,962

Expenses

$12,943

Net Income

$19,019

Net Assets

$461,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,549	64.3%
Sales of Assets	$11,413	35.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	> 100%
Compensation of Officers*	$3,376	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$485,731
Total Liabilities	$24,000
Net Assets	$461,731

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$1,876	$0
Brandon E Keltz (Trustee)	$750	$0
Charles J Vidmar (Trustee)	$750	$0

990-PF

Filed on June 7, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$31,760

Expenses

$45,802

Net Income

-$14,042

Net Assets

$442,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,634	61.8%
Sales of Assets	$12,126	38.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	43.7%
Compensation of Officers*	$4,290	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$479,257
Total Liabilities	$36,545
Net Assets	$442,712

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$4,290	$0
Brandon E Keltz (Trustee)	$0	$0
Charles J Vidmar (Trustee)	$0	$0

990-PF

Filed on May 25, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$34,876

Expenses

$27,578

Net Income

$7,298

Net Assets

$456,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,630	56.3%
Sales of Assets	$15,246	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	87.0%
Compensation of Officers*	$2,200	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$472,754
Total Liabilities	$16,000
Net Assets	$456,754

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$2,200	$0
K M Townsend (Trustee)	$0	$0
Charles J Vidmar (Trustee)	$0	$0

990-PF

Filed on April 27, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$36,397

Expenses

$36,418

Net Income

-$21

Net Assets

$449,456

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,124	55.3%
Sales of Assets	$16,273	44.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	65.9%
Compensation of Officers*	$2,707	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$481,456
Total Liabilities	$32,000
Net Assets	$449,456

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$2,707	$0
K M Townsend (Trustee)	$0	$0
Charles J Vidmar (Trustee)	$0	$0

990-PF

Filed on June 29, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$28,777

Expenses

$3,394

Net Income

$25,383

Net Assets

$449,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,558	64.5%
Sales of Assets	$10,219	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,000	> 100%
Compensation of Officers*	$1,520	44.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$474,053
Total Liabilities	$24,576
Net Assets	$449,477

Compensation

Key Employees and Officers	Compensation	Other
Victor T Roushar (Trustee)	$1,520	$0
K M Townsend (Trustee)	$0	$0
Charles J Vidmar (Trustee)	$0	$0

990-PF

Filed on May 14, 2014

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Fiscal Year Ending Dec.
2012

Revenue

$19,519

Expenses

$27,890

Net Income

-$8,371

Net Assets

$424,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,948	92.0%
Sales of Assets	$1,571	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,000	57.4%
Compensation of Officers*	$1,986	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$456,484
Total Liabilities	$32,390
Net Assets	$424,094

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$21,722

Expenses

$36,691

Net Income

-$14,969

Net Assets

$432,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,188	79.1%
Sales of Assets	$4,534	20.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,000	49.1%
Compensation of Officers*	$3,260	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$456,682
Total Liabilities	$24,217
Net Assets	$432,465

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.

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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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Updated March 23, 2026

Josephine Ecklund Petrie And Charles A Petrie Memorial

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $55.6k (2024)

Expenses $65.5k (2024)

Total Assets $526k (2024)

Total Liabilities $66k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$55.6k (2024)

Expenses

$65.5k (2024)

Total Assets

$526k (2024)

Total Liabilities

$66k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006