Heartwood Heights

Sibley, IA
Tax-exempt since June 2000
EIN: 42-1495686

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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: Human Services — Multipurpose and Other / Senior Continuing Care Communities (NTEE)

Revenue

$718k (2025)

Expenses

$664k (2025)

Total Assets

$0 (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 April
2025

Revenue

$717,643

Expenses

$664,292

Net Income

$53,351

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$11,425	1.6%
Other Income	$706,218	98.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,927	21.5%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Holly Wilson (President)	$0	$0
Brian Mino (Vice President)	$0	$0
Cheryl Peters (Secretary)	$0	$0
Mary Wagenaar (Board Member)	$0	$0
Arlene Kuehl (Board Member)	$0	$0
Andrea Johnson (Cfo)	$0	$0
Joe Heitritter (Ceo)	$0	$0

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990-PF

Filed on Sept. 11, 2025

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

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Fiscal Year Ending June
2024

Revenue

$890,865

Expenses

$900,818

Net Income

-$9,953

Net Assets

$1,405,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$1,997	0.2%
Other Income	$888,868	99.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$224,455	24.9%
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	$1,798,870
Total Liabilities	$393,382
Net Assets	$1,405,488

Compensation

Key Employees and Officers	Compensation	Other
Holly Wilson (Vp/President Beg 01/24)	$0	$0
Mary Wagenaar (Vp/Treasurer Beg 01/24)	$0	$0
Cheryl Peters (Secretary Beg 01/24)	$0	$0
Rosalie Arends (Secretary Until 01/24)	$0	$0
Brian Mino (Pres/Board Member Beg 01/24)	$0	$0
Arlene Kuehl (Board Member)	$0	$0
Joe Heitritter (Ceo)	$0	$0
Andrea Johnson (Cfo)	$0	$0

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990-PF

Filed on May 2, 2025

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

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XML

Fiscal Year Ending June
2023

Revenue

$870,188

Expenses

$877,586

Net Income

-$7,398

Net Assets

$1,394,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	-$267
Other Income	$870,455	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$276,461	31.5%
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	$1,894,461
Total Liabilities	$500,148
Net Assets	$1,394,313

Compensation

Key Employees and Officers	Compensation	Other
Brian Mino (President)	$0	$0
Holly Wilson (Vice President)	$0	$0
Rosalie Arends (Secretary)	$0	$0
Mary Wagenaar (Treasurer)	$0	$0
Arlene Kuehl (Board Member)	$0	$0
Ben Davis (Ceo Until 05/2023)	$0	$0
Andrea Johnson (Cfo)	$0	$0

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990-PF

Filed on April 30, 2024

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

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Fiscal Year Ending June
2022

Revenue

$803,669

Expenses

$818,988

Net Income

-$15,319

Net Assets

$1,386,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$0
Sales of Assets	$185	0.0%
Other Income	$803,484	100.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,932	27.8%
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	$1,931,125
Total Liabilities	$544,494
Net Assets	$1,386,631

Compensation

Key Employees and Officers	Compensation	Other
Bruce Osterman (President Until 11/21)	$0	$0
Suellen Schutte (Vp / President Beg 11/21)	$0	$0
Mary Wagenaar (Treasurer)	$0	$0
Rosalie Arends (Secretary)	$0	$0
Holly Wilson (Board Member)	$0	$0
Ben Davis (Ceo)	$0	$0
Craig Carstens (Cfo Until 5/1/22)	$0	$0
Brian Mino (Vice President Beg 11/21)	$0	$0

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990-PF

Filed on May 3, 2023

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

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Fiscal Year Ending June
2021

Revenue

$558,070

Expenses

$603,255

Net Income

-$45,185

Net Assets

$1,431,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,729	0.5%
Dividends	$0
Sales of Assets	$9,021	1.6%
Other Income	$546,320	97.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,236	25.2%
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	$1,983,122
Total Liabilities	$551,189
Net Assets	$1,431,933

Compensation

Key Employees and Officers	Compensation	Other
Bruce Osterman (President)	$0	$0
Suellen Schutte (Vice President)	$0	$0
Mary Wagenaar (Treasurer)	$0	$0
Rosalie Arends (Recording Secretary)	$0	$0
Holly Wilson (Board Member Beg. Nov. 2020)	$0	$0
Peggi Thies (Board Member Until Dec. 2020)	$0	$0
Ben Davis (Ceo)	$0	$0
Craig Carstens (Cfo)	$0	$0

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990-PF

Filed on Feb. 17, 2022

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

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Fiscal Year Ending June
2020

Revenue

$413,353

Expenses

$534,000

Net Income

-$120,647

Net Assets

$1,448,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,470	1.8%
Dividends	$0
Sales of Assets	$3,552	0.9%
Other Income	$402,331	97.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,458	21.2%
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	$2,072,367
Total Liabilities	$623,632
Net Assets	$1,448,735

Compensation

Key Employees and Officers	Compensation	Other
Bruce Osterman (President)	$0	$0
Suellen Schutte (Vice President)	$0	$0
Mary Wagenaar (Treasurer)	$0	$0
Rosalie Arends (Recording Secretary)	$0	$0
Peggi Thies (Board Member)	$0	$0
Ben Davis (Ceo)	$0	$0
Craig Carstens (Cfo)	$0	$0

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990-PF

Filed on May 13, 2021

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

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Fiscal Year Ending June
2019

Revenue

$455,553

Expenses

$443,134

Net Income

$12,419

Net Assets

$1,568,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,037	0.4%
Dividends	$0
Sales of Assets	$6,257	1.4%
Other Income	$447,259	98.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,634	36.2%
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	$2,270,714
Total Liabilities	$702,645
Net Assets	$1,568,069

Compensation

Key Employees and Officers	Compensation	Other
Stanley Johnson (President)	$0	$0
Bruce Osterman (Vice President)	$0	$0
Mary Wagenaar (Recording Secretary)	$0	$0
Suellen Schutte (Board Member)	$0	$0
Rosalie Arends (Board Member)	$0	$0
Ben Davis (Ceo)	$0	$0
Craig Carstens (Cfo)	$0	$0

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990-PF

Filed on Nov. 27, 2019

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

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Fiscal Year Ending June
2018

Revenue

$489,730

Expenses

$464,463

Net Income

$25,267

Net Assets

$1,554,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,755	1.2%
Interest Revenue	$3,293	0.7%
Dividends	$0
Sales of Assets	$9,393	1.9%
Other Income	$471,289	96.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,317	37.1%
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	$2,335,277
Total Liabilities	$780,485
Net Assets	$1,554,792

Compensation

Key Employees and Officers	Compensation	Other
Stanley Johnson (President)	$0	$0
Bruce Osterman (Vice President)	$0	$0
Shirley Christians (Recording Secretary (Through Dec 2017))	$0	$0
Mary Wagenaar (Recording Secretary)	$0	$0
Terry Moswer (Board Member (Through Dec 2017))	$0	$0
Suellen Schutte (Board Member)	$0	$0
Rosalie Arends (Board Member)	$0	$0
Ben Davis (Ceo)	$0	$0
Craig Carstens (Cfo)	$0	$0

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990-PF

Filed on Feb. 25, 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

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

PDF (2 of 2)

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

$441,757

Expenses

$409,743

Net Income

$32,014

Net Assets

$1,407,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,449	0.3%
Dividends	$0
Sales of Assets	$4,856	1.1%
Other Income	$435,452	98.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,462	45.3%
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	$2,520,232
Total Liabilities	$1,112,863
Net Assets	$1,407,369

Compensation

Key Employees and Officers	Compensation	Other
Daryl Bosma (President (Through Aug 2014))	$0	$0
Stanley Johnson (President)	$0	$0
Marvin Mouw (Vice President)	$0	$0
Terry Moser (Secretary)	$0	$0
Deb Kohn (Treasurer)	$0	$0
Dave Jungers (Trustee)	$0	$0

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990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending June
2014

Revenue

$439,311

Expenses

$409,036

Net Income

$30,275

Net Assets

$1,384,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,581	0.6%
Dividends	$0
Sales of Assets	$4,926	1.1%
Other Income	$431,804	98.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,984	44.2%
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	$2,579,383
Total Liabilities	$1,195,188
Net Assets	$1,384,195

Compensation

Key Employees and Officers	Compensation	Other
Daryl Bosma (President)	$0	$0
Marvin Mouw (Vice President)	$0	$0
Deb Kohn (Secretary/Treasurer)	$0	$0
Brian Mino (Trustee)	$0	$0
Terry Moser (Trustee)	$0	$0
Stanley Johnson (Trustee)	$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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Fiscal Year Ending June
2013

Revenue

$451,397

Expenses

$405,834

Net Income

$45,563

Net Assets

$1,334,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,262	0.7%
Dividends	$0
Sales of Assets	$3,159	0.7%
Other Income	$444,976	98.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$169,463	41.8%
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	$2,612,553
Total Liabilities	$1,277,915
Net Assets	$1,334,638

990-PF

Filed on July 3, 2014

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

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Fiscal Year Ending June
2012

Revenue

$451,482

Expenses

$348,074

Net Income

$103,408

Net Assets

$1,284,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,011	1.6%
Dividends	$0
Sales of Assets	$2,378	0.5%
Other Income	$430,500	95.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,387	45.2%
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	$2,690,574
Total Liabilities	$1,406,214
Net Assets	$1,284,360

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

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

Heartwood Heights

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $718k (2025)

Expenses $664k (2025)

Total Assets $0 (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending April 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

No Extracted Financial Data

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

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Revenue

$718k (2025)

Expenses

$664k (2025)

Total Assets

$0 (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending April
2025

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 Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001