Hni Charitable Foundation

Muscatine, IA
Tax-exempt since June 1985
EIN: 42-1246787

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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

$1.68M (2024)

Expenses

$562k (2024)

Total Assets

$3.04M (2024)

Total Liabilities

$0 (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

$1,675,124

Expenses

$561,826

Net Income

$1,113,298

Net Assets

$3,044,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,538,335	91.8%
Interest Revenue	$809	0.0%
Dividends	$132,859	7.9%
Sales of Assets	$3,121	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$543,264	96.7%
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	$3,044,799
Total Liabilities	$0
Net Assets	$3,044,799

Compensation

Key Employees and Officers	Compensation	Other
Jeff Lorenger (President & Ceo)	$0	$0
Donna Meade (Vice President Until June 2024)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Ryan Donner (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Jennifer Petersen Director Until (June 2024, Vp Since June 2024)	$0	$0
Brandon Bullock (Director)	$0	$0
Vp Berger (Director)	$0	$0
Emily Hill (Director)	$0	$0

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990-PF

Filed on Aug. 8, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$982,120

Expenses

$621,174

Net Income

$360,946

Net Assets

$1,931,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$803,650	81.8%
Interest Revenue	$495	0.1%
Dividends	$65,365	6.7%
Sales of Assets	$112,610	11.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$609,926	98.2%
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	$1,931,501
Total Liabilities	$0
Net Assets	$1,931,501

Compensation

Key Employees and Officers	Compensation	Other
Jeff Lorenger (President & Ceo)	$0	$0
Donna Meade (Vice President)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Ryan Donner (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Jennifer Petersen (Director)	$0	$0
Brandon Bullock (Director)	$0	$0
Vp Berger (Director Since Nov. 2023)	$0	$0
Emily Hill (Director Since Nov. 2023)	$0	$0

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990-PF

Filed on May 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$404,625

Expenses

$550,862

Net Income

-$146,237

Net Assets

$1,570,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$558,090	> 100%
Interest Revenue	$208	0.1%
Dividends	$56,069	13.9%
Sales of Assets	-$209,742
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$532,676	96.7%
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	$1,570,555
Total Liabilities	$0
Net Assets	$1,570,555

Compensation

Key Employees and Officers	Compensation	Other
Jeff Lorenger (President & Ceo)	$0	$0
Donna Meade (Vice President)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Ryan Donner (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Jennifer Petersen (Director)	$0	$0
Brandon Bullock (Director)	$0	$0

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990-PF

Filed on June 13, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$545,790

Expenses

$984,077

Net Income

-$438,287

Net Assets

$1,716,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$355,430	65.1%
Interest Revenue	$15	0.0%
Dividends	$71,622	13.1%
Sales of Assets	$118,723	21.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$967,349	98.3%
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	$1,716,792
Total Liabilities	$0
Net Assets	$1,716,792

Compensation

Key Employees and Officers	Compensation	Other
Jeff Lorenger (President & Ceo)	$0	$0
Donna Meade (Vice President)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Jennifer Petersen (Director)	$0	$0
Brandon Bullock (Director)	$0	$0
Stan A Askren (Director (Jan Sept))	$0	$0

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990-PF

Filed on May 13, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$998,537

Expenses

$1,005,245

Net Income

-$6,708

Net Assets

$2,155,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$913,417	91.5%
Interest Revenue	$19	0.0%
Dividends	$54,237	5.4%
Sales of Assets	$30,864	3.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$988,366	98.3%
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	$2,155,079
Total Liabilities	$1
Net Assets	$2,155,078

Compensation

Key Employees and Officers	Compensation	Other
Jeff Lorenger (President & Ceo)	$0	$0
Donna Meade (Vice President)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Jennifer Petersen (Director)	$0	$0
Stan A Askren (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,043,014

Expenses

$996,833

Net Income

$46,181

Net Assets

$2,161,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$916,622	87.9%
Interest Revenue	$7,741	0.7%
Dividends	$57,084	5.5%
Sales of Assets	$61,567	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$977,012	98.0%
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	$2,161,787
Total Liabilities	$1
Net Assets	$2,161,786

Compensation

Key Employees and Officers	Compensation	Other
Jeff Lorenger (President & Ceo)	$0	$0
Donna Meade (Vice President)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Jennifer Petersen (Director)	$0	$0
Stan A Askren (Director)	$0	$0

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990-PF

Filed on Oct. 29, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$1,027,540

Expenses

$1,160,942

Net Income

-$133,402

Net Assets

$2,115,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$891,352	86.7%
Interest Revenue	$1,851	0.2%
Dividends	$64,492	6.3%
Sales of Assets	$69,845	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,139,637	98.2%
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	$2,115,606
Total Liabilities	$0
Net Assets	$2,115,606

Compensation

Key Employees and Officers	Compensation	Other
Stan A Askren (Director)	$0	$0
Lindsay Mc Cullough (Secretary And Treasurer)	$0	$0
Gary L Carlson (Vice President)	$0	$0
Tim Heth (Director)	$0	$0
Jeff Lorenger (President & Ceo)	$0	$0
Jack Michaels (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Donna Meade (Director)	$0	$0
Jennifer Petersen (Director)	$0	$0

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990-PF

Filed on June 18, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$1,089,231

Expenses

$1,116,277

Net Income

-$27,046

Net Assets

$2,249,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$937,587	86.1%
Interest Revenue	$520	0.0%
Dividends	$59,021	5.4%
Sales of Assets	$92,103	8.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,086,283	97.3%
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	$2,249,008
Total Liabilities	$0
Net Assets	$2,249,008

Compensation

Key Employees and Officers	Compensation	Other
Stan A Askren (President/Director)	$0	$0
Dianna Stelzner (Secretary And Treasurer)	$0	$0
Gary L Carlson (Vice President/Director)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Dave Gardner (Director)	$0	$0
Donna Meade (Director)	$0	$0

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990-PF

Filed on June 1, 2018

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

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Schedules ▼

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Fiscal Year Ending Dec.
2016

Revenue

$1,017,287

Expenses

$1,111,113

Net Income

-$93,826

Net Assets

$2,276,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$883,408	86.8%
Interest Revenue	$42	0.0%
Dividends	$63,795	6.3%
Sales of Assets	$70,042	6.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,080,869	97.3%
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	$2,276,054
Total Liabilities	$0
Net Assets	$2,276,054

Compensation

Key Employees and Officers	Compensation	Other
Stan A Askren (President/Director)	$0	$0
Dianna Stelzner (Secretary And Treasurer)	$0	$0
Gary L Carlson (Vice President/Director)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Karen Olderog (Director)	$0	$0
Dave Gardner (Director)	$0	$0

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990-PF

Filed on July 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$677,494

Expenses

$760,179

Net Income

-$82,685

Net Assets

$2,369,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$679,446	> 100%
Interest Revenue	$1,010	0.1%
Dividends	$75,188	11.1%
Sales of Assets	-$78,150
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$732,103	96.3%
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	$2,369,880
Total Liabilities	$0
Net Assets	$2,369,880

Compensation

Key Employees and Officers	Compensation	Other
Stan A Askren (President/Director)	$0	$0
Dianna Stelzner (Secretary And Treasurer)	$0	$0
Gary L Carlson (Vice President/Director)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Karen Olderog (Director)	$0	$0

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990-PF

Filed on June 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$843,904

Expenses

$1,003,799

Net Income

-$159,895

Net Assets

$2,452,565

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$715,375	84.8%
Interest Revenue	$894	0.1%
Dividends	$91,512	10.8%
Sales of Assets	$36,123	4.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$974,615	97.1%
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	$2,452,565
Total Liabilities	$0
Net Assets	$2,452,565

Compensation

Key Employees and Officers	Compensation	Other
Stan A Askren (President/Director)	$0	$0
Dianna Stelzner (Secretary And Treasurer)	$0	$0
Gary L Carlson (Vice President/Director)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Karen Olderog (Director)	$0	$0

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990-PF

Filed on May 15, 2015

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

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Schedules ▼

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Fiscal Year Ending Dec.
2013

Revenue

$584,904

Expenses

$725,893

Net Income

-$140,989

Net Assets

$2,612,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$460,625	78.8%
Interest Revenue	$14	0.0%
Dividends	$76,703	13.1%
Sales of Assets	$47,562	8.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$695,513	95.8%
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	$2,612,460
Total Liabilities	$0
Net Assets	$2,612,460

Compensation

Key Employees and Officers	Compensation	Other
Stan A Askren (President/Director)	$0	$0
Dianna Stelzner (Secretary And Treasurer)	$0	$0
Gary L Carlson (Vice President/Director)	$0	$0
Tim Heth (Director)	$0	$0
Jack Michaels (Director)	$0	$0
Karen Olderog (Director)	$0	$0

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990-PF

Filed on May 15, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$592,613

Expenses

$796,256

Net Income

-$203,643

Net Assets

$2,753,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$443,396	74.8%
Interest Revenue	$18	0.0%
Dividends	$113,202	19.1%
Sales of Assets	$35,997	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$766,431	96.3%
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	$2,753,449
Total Liabilities	$1
Net Assets	$2,753,448

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$314,242

Expenses

$977,126

Net Income

-$662,884

Net Assets

$2,957,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$171,600	54.6%
Interest Revenue	$20	0.0%
Dividends	$120,572	38.4%
Sales of Assets	$22,050	7.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$944,294	96.6%
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	$2,957,092
Total Liabilities	$1
Net Assets	$2,957,091

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

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

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Hni Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.68M (2024)

Expenses $562k (2024)

Total Assets $3.04M (2024)

Total Liabilities $0 (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

$1.68M (2024)

Expenses

$562k (2024)

Total Assets

$3.04M (2024)

Total Liabilities

$0 (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

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001