Harvard Club Of Minnesota Foundation

Minneapolis, MN
Tax-exempt since May 1968
EIN: 41-6083667

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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

$30.9k (2024)

Expenses

$26.6k (2024)

Total Assets

$445k (2024)

Total Liabilities

$0 (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

$30,895

Expenses

$26,553

Net Income

$4,342

Net Assets

$444,676

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,600	8.4%
Interest Revenue	$20	0.1%
Dividends	$19,793	64.1%
Sales of Assets	$8,482	27.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,847	74.7%
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	$444,676
Total Liabilities	$0
Net Assets	$444,676

Compensation

Key Employees and Officers	Compensation	Other
Nicole Moen (Past President)	$0	$0
Jordan Weatherby (President)	$0	$0
Maureen Steinwall (Treasurer)	$0	$0
Fran Kennedy (Secretary)	$0	$0

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990-PF

Filed on Oct. 21, 2024

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

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Fiscal Year Ending June
2023

Revenue

$33,094

Expenses

$33,258

Net Income

-$164

Net Assets

$440,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$18,460	55.8%
Sales of Assets	$14,618	44.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,479	82.6%
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	$440,714
Total Liabilities	$0
Net Assets	$440,714

Compensation

Key Employees and Officers	Compensation	Other
Nicole Moen (Past President)	$0	$0
Jordan Weatherby (President)	$0	$0
Maureen Steinwall (Treasurer)	$0	$0
Fran Kennedy (Secretary)	$0	$0

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990-PF

Filed on Nov. 14, 2023

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

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Fiscal Year Ending June
2022

Revenue

$35,869

Expenses

$31,743

Net Income

$4,126

Net Assets

$441,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,200	3.3%
Interest Revenue	$1	0.0%
Dividends	$19,626	54.7%
Sales of Assets	$15,042	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,325	79.8%
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	$441,271
Total Liabilities	$0
Net Assets	$441,271

Compensation

Key Employees and Officers	Compensation	Other
Nicole Moen (Past President)	$0	$0
Jordan Weatherby (President)	$0	$0
Maureen Steinwall (Treasurer)	$0	$0
Fran Kennedy (Secretary)	$0	$0

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990-PF

Filed on Dec. 15, 2022

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

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Fiscal Year Ending June
2021

Revenue

$24,259

Expenses

$23,995

Net Income

$264

Net Assets

$437,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,253	38.1%
Sales of Assets	$15,006	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,200	75.8%
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	$437,399
Total Liabilities	$0
Net Assets	$437,399

Compensation

Key Employees and Officers	Compensation	Other
Nicole Moen (Past President)	$0	$0
Jordan Weatherby (Treasurer)	$0	$0
Ahava Silkey Jones (President Elect)	$0	$0
Jim Richardson (President Secretar)	$0	$0

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990-PF

Filed on Jan. 12, 2022

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

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Fiscal Year Ending June
2020

Revenue

$5,729

Expenses

$30,126

Net Income

-$24,397

Net Assets

$437,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.1%
Dividends	$10,365	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,571	81.6%
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	$437,231
Total Liabilities	$1
Net Assets	$437,230

Compensation

Key Employees and Officers	Compensation	Other
Alexandria Kalina (School Scholarship C)	$0	$0
Lauren Boulware (Regional Rep)	$0	$0
Nicole Moen (President)	$0	$0
Eric Ruzicka (Past President)	$0	$0
Karin Wentz (At Large)	$0	$0
Xiaoyu Gu (Treasurer)	$0	$0
Jim Deleo (School Scholarship)	$0	$0
Lauren Causey (President Elect)	$0	$0
Ann Hortillosa (Business School Seat)	$0	$0
Tricia Kaufman (Secretary)	$0	$0
Jim Richardson (At Large)	$0	$0
Dina Bilankov (Business School Seat)	$0	$0
Cliff Erickson (Early College Awaren)	$0	$0
Colby Skelton (Early College Awaren)	$0	$0
A R Weiler (Early College Awaren)	$0	$0
Chuck Rosen (Schools Scholarship)	$0	$0
Alex Duval (At Large)	$0	$0
Jordon Weatherby (College Chap Ch)	$0	$0
Ahava Silkey Jones (Ed School Ch)	$0	$0
Jim Richardson (Prize Book)	$0	$0
Ar Weiler (Scholarships)	$0	$0

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990-PF

Filed on Nov. 12, 2020

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

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Fiscal Year Ending June
2019

Revenue

$4,321

Expenses

$34,059

Net Income

-$29,738

Net Assets

$460,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,400	32.4%
Interest Revenue	$11	0.3%
Dividends	$11,472	> 100%
Sales of Assets	-$8,562
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,352	80.3%
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	$460,877
Total Liabilities	$0
Net Assets	$460,877

Compensation

Key Employees and Officers	Compensation	Other
Alexandria Kalina (School Scholarship C)	$0	$0
Lauren Boulware (Past President)	$0	$0
Nicole Moen (President Elect)	$0	$0
Eric Ruzicka (President)	$0	$0
Karin Wentz (At Large Haa Rep)	$0	$0
Xiaoyu Gu (Treasurer)	$0	$0
Jim Deleo (School Scholarship)	$0	$0
Lauren Causey (Secretary)	$0	$0
Ann Hortillosa (Business School Seat)	$0	$0
Steve Venable (College Seat)	$0	$0
Kevin Winge (Kennedy School Seat)	$0	$0
Patrice Kunesh (Kennedy School Seat)	$0	$0
Tricia Kaufman (Law School Seat)	$0	$0
Jim Richardson (At Large)	$0	$0
Dina Bilankov (Business School Seat)	$0	$0
Cliff Erickson (Early College Awaren)	$0	$0
Colby Skelton (Early College Awaren)	$0	$0
A R Weiler (Early College Awaren)	$0	$0
Chuck Rosen (Schools Scholarship)	$0	$0
Alex Duval (At Large)	$0	$0

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990-PF

Filed on Nov. 25, 2019

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

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Fiscal Year Ending June
2018

Revenue

$71,972

Expenses

$45,000

Net Income

$26,972

Net Assets

$491,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,780	26.1%
Sales of Assets	$53,192	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,922	82.0%
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	$491,207
Total Liabilities	$0
Net Assets	$491,207

Compensation

Key Employees and Officers	Compensation	Other
Alexandria Kalina (School Scholarship C)	$0	$0
Lauren Boulware (Past President)	$0	$0
Nicole Moen (President Elect)	$0	$0
Eric Ruzicka (President)	$0	$0
Karin Wentz (At Large)	$0	$0
Xiaoyu Gu (Treasurer)	$0	$0
Jim Deleo (School Scholarship)	$0	$0
Lauren Causey (Secretary)	$0	$0
Ann Hortillosa (Business School Seat)	$0	$0
Rachel Bandi (College Seat)	$0	$0
Steve Venable (College Seat)	$0	$0
Kevin Winge (Kennedy School Seat)	$0	$0
Patrice Kunesh (Kennedy School Seat)	$0	$0
Eric Rice (Law School Seat)	$0	$0
Jim Richardson (At Large)	$0	$0
Dina Bilankov (Business School Seat)	$0	$0
Cliff Erickson (Early College Awaren)	$0	$0
Colby Skelton (Early College Awaren)	$0	$0
A R Weiler (Early College Awaren)	$0	$0
Chuck Rosen (Schools Scholarship)	$0	$0

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990-PF

Filed on Nov. 10, 2018

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

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Fiscal Year Ending June
2017

Revenue

$12,738

Expenses

$25,696

Net Income

-$12,958

Net Assets

$464,361

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,462	74.3%
Sales of Assets	$3,276	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,343	75.3%
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	$464,361
Total Liabilities	$0
Net Assets	$464,361

Compensation

Key Employees and Officers	Compensation	Other
Ted Caldwell (Past President)	$0	$0
Alexandria Kalina (School Scholarship C)	$0	$0
Lauren Boulware (President)	$0	$0
Nicole Moen (Secretary)	$0	$0
Eric Ruzicka (President Elect)	$0	$0
Karin Wentz (At Large)	$0	$0
Xiaoyu Gu (Treasurer)	$0	$0
Jim Deleo (School Scholarship)	$0	$0
Lauren Causey (Ed School Seat)	$0	$0
Ann Hortillosa (Business School Seat)	$0	$0
Rachel Bandi (College Seat)	$0	$0
Steve Venable (College Seat)	$0	$0
Kevin Winge (Kennedy School Seat)	$0	$0
Patrice Kunesh (Kennedy School Seat)	$0	$0
Eric Rice (Law School Seat)	$0	$0
Navaneetha Rao (At Large)	$0	$0
Jim Richardson (At Large)	$0	$0

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990-PF

Filed on Oct. 28, 2017

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

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Fiscal Year Ending June
2016

Revenue

$39,865

Expenses

$33,675

Net Income

$6,190

Net Assets

$474,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,837	9.6%
Interest Revenue	$0
Dividends	$11,357	28.5%
Sales of Assets	$24,671	61.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,157	74.7%
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	$474,390
Total Liabilities	$0
Net Assets	$474,390

Compensation

Key Employees and Officers	Compensation	Other
Ted Caldwell (Past President)	$0	$0
Alexandria Kalina (Haa Regional Represe)	$0	$0
Lauren Boulware (President)	$0	$0
Nicole Moen (Secretary)	$0	$0
Eric Ruzicka (President Elect)	$0	$0
Karin Wentz (At Large)	$0	$0
Katherine Williams (College Seat)	$0	$0
Xiaoyu Gu (Treasurer)	$0	$0
Jim Deleo (At Large)	$0	$0
John Hehre (Business Co Chair)	$0	$0
Lauren Causey (Ed School Seat)	$0	$0
Dimitris Lappas (Arts Science Seat)	$0	$0

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990-PF

Filed on Nov. 13, 2016

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

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Fiscal Year Ending June
2015

Revenue

$40,440

Expenses

$45,215

Net Income

-$4,775

Net Assets

$472,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,240	32.7%
Sales of Assets	$27,200	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,769	85.7%
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	$472,524
Total Liabilities	$0
Net Assets	$472,524

Compensation

Key Employees and Officers	Compensation	Other
Ted Caldwell (President)	$0	$0
Alexandria Kalina (Past President)	$0	$0
Lauren Boulware (President Elect)	$0	$0
Nicole Moen (Secretary)	$0	$0
Eric Ruzicka (Treasurer)	$0	$0
Karin Wentz (At Large)	$0	$0
Katherine Williams (College Seat)	$0	$0
Xiaoyu Gu (At Large)	$0	$0
Jim Deleo (At Large)	$0	$0

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990-PF

Filed on Nov. 15, 2015

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

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Fiscal Year Ending June
2013

Revenue

$37,618

Expenses

$16,743

Net Income

$20,875

Net Assets

$480,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,229	40.5%
Sales of Assets	$22,389	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,273	73.3%
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	$480,372
Total Liabilities	$1
Net Assets	$480,371

990-PF

Filed on March 5, 2014

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

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PDF (2 of 2)

Fiscal Year Ending June
2012

Revenue

$20,991

Expenses

$64,438

Net Income

-$43,447

Net Assets

$458,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,275	6.1%
Interest Revenue	$0
Dividends	$17,304	82.4%
Sales of Assets	$2,412	11.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,791	88.1%
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	$458,985
Total Liabilities	$0
Net Assets	$458,985

990-PF

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

PDF

Fiscal Year Ending June
2011

Revenue

$24,668

Expenses

$23,096

Net Income

$1,572

Net Assets

$503,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,196	4.8%
Interest Revenue	$0
Dividends	$18,642	75.6%
Sales of Assets	$4,830	19.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,780	81.3%
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	$503,062
Total Liabilities	$0
Net Assets	$503,062

990-PF

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

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

PDF

About This Data

What Is This Data?

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.

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Harvard Club Of Minnesota Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.9k (2024)

Expenses $26.6k (2024)

Total Assets $445k (2024)

Total Liabilities $0 (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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

990-PF

Fiscal Year Ending June 2011

Revenue

$30.9k (2024)

Expenses

$26.6k (2024)

Total Assets

$445k (2024)

Total Liabilities

$0 (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
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 Dec.
2000

Fiscal Year Ending June
1999

Fiscal Year Ending June
1998