Boone Regency Retirement

Boone, IA
Tax-exempt since Nov. 1993
EIN: 42-1402529

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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: Housing, Shelter / Senior Citizens' Housing/Retirement Communities (NTEE)

Donations to this organization are tax deductible.

Revenue

$288k (2024)

Expenses

$372k (2024)

Total Assets

$941k (2024)

Total Liabilities

$261k (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 Oct.
2024

Revenue

$288,475

Expenses

$371,932

Net Income

-$83,457

Net Assets

$679,835

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,428	0.8%
Program Services	$285,661	99.0%
Investment Income	$386	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$61,978	16.7%

Assets/Debt
Total Assets	$940,682
Total Liabilities	$260,847
Net Assets	$679,835

Compensation

Key Employees and Officers	Compensation	Related	Other
Mary Mcbirnie (President)	$0	$0	$0
Duane Aske (Vice President)	$0	$0	$0
Cathy Addy (Secretary)	$0	$0	$0
Pat Thomas (Director)	$0	$0	$0
Rick Wulkow (Director)	$0	$0	$0

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990

Filed on Jan. 20, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Oct.
2023

Revenue

$289,948

Expenses

$312,129

Net Income

-$22,181

Net Assets

$779,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,696	0.9%
Program Services	$286,696	98.9%
Investment Income	$556	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$54,474	17.5%

Assets/Debt
Total Assets	$1,065,927
Total Liabilities	$285,931
Net Assets	$779,996

Compensation

Key Employees and Officers	Compensation	Related	Other
Mary Mcbirnie (President)	$0	$0	$0
Cathy Addy (Vice President)	$0	$0	$0
Joann Sorensen (Secretary)	$0	$0	$0
Jeff Bennett (Director)	$0	$0	$0
Rick Wulkow (Director)	$0	$0	$0

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990

Filed on Jan. 8, 2024

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Fiscal Year Ending Oct.
2022

Revenue

$291,719

Expenses

$417,079

Net Income

-$125,360

Net Assets

$802,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,120	1.1%
Program Services	$287,852	98.7%
Investment Income	$747	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$45,217	10.8%

Assets/Debt
Total Assets	$1,113,893
Total Liabilities	$311,716
Net Assets	$802,177

Compensation

Key Employees and Officers	Compensation	Related	Other
Mary Mcbirnie (President)	$0	$0	$0
Patricia Duehring (Vice President)	$0	$0	$0
Joann Sorensen (Secretary)	$0	$0	$0
Lila Mallicoat (Director)	$0	$0	$0
Rick Wulkow (Director)	$0	$0	$0

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990

Filed on Jan. 31, 2023

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Fiscal Year Ending Oct.
2021

Revenue

$288,226

Expenses

$361,883

Net Income

-$73,657

Net Assets

$894,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,224	0.8%
Program Services	$285,114	98.9%
Investment Income	$888	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$45,921	12.7%

Assets/Debt
Total Assets	$1,232,094
Total Liabilities	$337,639
Net Assets	$894,455

Compensation

Key Employees and Officers	Compensation	Related	Other
Jack Blanschan (Director)	$0	$0	$0
Lila Mallicoat (Director)	$0	$0	$0
Joann Sorensen (Secretary)	$0	$0	$0
Patricia Duehring (Vice President)	$0	$0	$0
Sandy Stolte (President)	$0	$0	$0

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990

Filed on Nov. 18, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Oct.
2020

Revenue

$290,541

Expenses

$292,232

Net Income

-$1,691

Net Assets

$968,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,702	0.9%
Program Services	$286,724	98.7%
Investment Income	$1,115	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$42,626	14.6%

Assets/Debt
Total Assets	$1,337,643
Total Liabilities	$369,531
Net Assets	$968,112

Compensation

Key Employees and Officers	Compensation	Related	Other
Jack Blanschan (Director)	$0	$0	$0
Al Sorensen (Director)	$0	$0	$0
Mary Hall (Secretary)	$0	$0	$0
Charlotte Fedderson (Vice President)	$0	$0	$0
Ed Heldt (President)	$0	$0	$0

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990

Filed on Feb. 17, 2021

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Fiscal Year Ending Oct.
2019

Revenue

$293,694

Expenses

$255,790

Net Income

$37,904

Net Assets

$969,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,033	2.4%
Program Services	$285,397	97.2%
Investment Income	$1,264	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$39,358	15.4%

Assets/Debt
Total Assets	$1,363,490
Total Liabilities	$393,687
Net Assets	$969,803

Compensation

Key Employees and Officers	Compensation	Related	Other
Jack Blanschan (Director)	$0	$0	$0
Al Sorensen (Director)	$0	$0	$0
Mary Hall (Secretary)	$0	$0	$0
Charlotte Fedderson (Vice President)	$0	$0	$0
Ed Heldt (President)	$0	$0	$0

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990

Filed on Dec. 3, 2019

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Fiscal Year Ending Oct.
2018

Revenue

$288,210

Expenses

$237,949

Net Income

$50,261

Net Assets

$931,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,348	0.5%
Program Services	$286,598	99.4%
Investment Income	$264	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$34,248	14.4%

Assets/Debt
Total Assets	$1,360,696
Total Liabilities	$428,797
Net Assets	$931,899

Compensation

Key Employees and Officers	Compensation	Related	Other
Jack Blanschan (Director)	$0	$0	$0
Charlotte Feddersen (Director)	$0	$0	$0
Mary Hall (Secretary)	$0	$0	$0
Duane Aske (Vice President)	$0	$0	$0
Ed Heldt (President)	$0	$0	$0

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990

Filed on Feb. 11, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Oct.
2017

Revenue

$292,312

Expenses

$219,899

Net Income

$72,413

Net Assets

$881,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$7,216	2.5%
Program Services	$284,977	97.5%
Investment Income	$119	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$35,963	16.4%

Assets/Debt
Total Assets	$1,322,638
Total Liabilities	$441,000
Net Assets	$881,638

Compensation

Key Employees and Officers	Compensation	Related	Other
Jack Blanschan (Director)	$0	$0	$0
Al Sorensen (President)	$0	$0	$0
Mary Hall (Secretary)	$0	$0	$0
Duane Aske (Director)	$0	$0	$0
Ed Heldt (Vice President)	$0	$0	$0

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990

Filed on Feb. 8, 2018

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Fiscal Year Ending Oct.
2016

Revenue

$291,689

Expenses

$224,809

Net Income

$66,880

Net Assets

$809,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,977	1.7%
Program Services	$286,651	98.3%
Investment Income	$61	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$35,153	15.6%

Assets/Debt
Total Assets	$1,275,916
Total Liabilities	$466,691
Net Assets	$809,225

Compensation

Key Employees and Officers	Compensation	Related	Other
Jack Blanschan (Director)	$0	$0	$0
Al Sorensen (President)	$0	$0	$0
Mary Hall (Secretary)	$0	$0	$0
Karen Ely (Treasurer)	$0	$0	$0
Ed Heldt (Vice President)	$0	$0	$0

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990

Filed on March 7, 2017

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Fiscal Year Ending Oct.
2015

Revenue

$293,037

Expenses

$239,332

Net Income

$53,705

Net Assets

$742,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,674	0.6%
Program Services	$290,631	99.2%
Investment Income	$134	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$598	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$36,974	15.4%

Assets/Debt
Total Assets	$1,329,416
Total Liabilities	$587,071
Net Assets	$742,345

Compensation

Key Employees and Officers	Compensation	Related	Other
Bob Fisher (Director)	$0	$0	$0
Al Sorensen (President)	$0	$0	$0
Mary Hall (Secretary/Treas)	$0	$0	$0
Karen Ely (Vice President)	$0	$0	$0
Ed Heldt (Director)	$0	$0	$0

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990

Filed on Feb. 11, 2016

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Fiscal Year Ending Oct.
2014

Revenue

$314,869

Expenses

$240,864

Net Income

$74,005

Net Assets

$688,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$12,131	3.9%
Program Services	$297,931	94.6%
Investment Income	$4,807	1.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$31,697	13.2%

Assets/Debt
Total Assets	$1,516,281
Total Liabilities	$827,641
Net Assets	$688,640

Compensation

Key Employees and Officers	Compensation	Related	Other
Al Sorensen (President)	$0	$0	$0
Mary Hall (Secretary/Treas)	$0	$0	$0
Karen Ely (Vice President)	$0	$0	$0
Ed Heldt (Director)	$0	$0	$0

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990

Filed on March 9, 2015

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Fiscal Year Ending Oct.
2013

Revenue

$319,323

Expenses

$255,053

Net Income

$64,270

Net Assets

$575,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,485	10.5%
Program Services	$280,189	87.7%
Investment Income	$5,649	1.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$29,543	11.6%

Assets/Debt
Total Assets	$1,787,496
Total Liabilities	$1,212,087
Net Assets	$575,409

990

Filed on March 14, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Oct.
2012

Revenue

$311,620

Expenses

$250,480

Net Income

$61,140

Net Assets

$511,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$26,507	8.5%
Program Services	$280,263	89.9%
Investment Income	$4,850	1.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$30,235	12.1%

Assets/Debt
Total Assets	$1,818,733
Total Liabilities	$1,307,594
Net Assets	$511,139

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$303,394

Expenses

$252,325

Net Income

$51,069

Net Assets

$449,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,952	0.6%
Program Services	$294,975	97.2%
Investment Income	$6,467	2.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$29,855	11.8%

Assets/Debt
Total Assets	$1,864,799
Total Liabilities	$1,414,800
Net Assets	$449,999

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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Types of Nonprofits

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Updated December 5, 2025

Boone Regency Retirement

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $288k (2024)

Expenses $372k (2024)

Total Assets $941k (2024)

Total Liabilities $261k (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Oct. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Revenue

$288k (2024)

Expenses

$372k (2024)

Total Assets

$941k (2024)

Total Liabilities

$261k (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001