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Mary F Lotz Charitable Foundation

  • Adel, IA
  • Tax-exempt since June 2014
  • EIN: 46-1655476

Organization summary

Type of Nonprofit

Designated as a 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)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$49.1k (2024)

Expenses
$37.4k (2024)

Total Assets
$773k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$49,140
Expenses
$37,403
Net Income
$11,737
Net Assets
$773,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,443
2.9%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,486
84.2%
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 $773,262
Total Liabilities $0
Net Assets $773,262
Compensation
Key Employees and Officers Compensation Other
James E Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 28, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,364
Expenses
$51,861
Net Income
$7,503
Net Assets
$761,525
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $31
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,865
76.9%
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 $761,525
Total Liabilities $0
Net Assets $761,525
Compensation
Key Employees and Officers Compensation Other
James E Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 6, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,544
Expenses
$50,473
Net Income
$23,071
Net Assets
$754,022
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,723
82.7%
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 $754,022
Total Liabilities $0
Net Assets $754,022
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 24, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,787
Expenses
$44,476
Net Income
-$4,689
Net Assets
$730,951
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,495
84.3%
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 $730,951
Total Liabilities $0
Net Assets $730,951
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 30, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,797
Expenses
$37,042
Net Income
$2,755
Net Assets
$735,639
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,138
78.7%
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 $735,640
Total Liabilities $1
Net Assets $735,639
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 23, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,879
Expenses
$43,509
Net Income
-$3,630
Net Assets
$732,884
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $99
0.2%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,545
81.7%
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 $732,885
Total Liabilities $1
Net Assets $732,884
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on April 16, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,859
Expenses
$46,534
Net Income
-$6,675
Net Assets
$736,515
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $79
0.2%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,332
84.5%
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 $736,515
Total Liabilities $0
Net Assets $736,515
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 6, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,809
Expenses
$38,499
Net Income
$1,310
Net Assets
$743,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,343
81.4%
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 $743,190
Total Liabilities $0
Net Assets $743,190
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Co Trustee) $0 $0
Don Bolton (Co Trustee) $0 $0

Document Links

990-PF
Filed on March 7, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,810
Expenses
$42,970
Net Income
-$3,160
Net Assets
$741,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $30
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,160
86.5%
Compensation of Officers* $2,000
4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $741,880
Total Liabilities $0
Net Assets $741,880
Compensation
Key Employees and Officers Compensation Other
Don Bolton (Co Trustee) $2,000 $0
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 4, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,619
Expenses
$73,396
Net Income
-$25,777
Net Assets
$745,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $39
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $55,643
75.8%
Compensation of Officers* $4,000
5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $745,040
Total Liabilities $0
Net Assets $745,040
Compensation
Key Employees and Officers Compensation Other
Don Bolton (Co Trustee) $4,000 $0
James Van Werden (Co Trustee) $0 $0

Document Links

990-PF
Filed on May 17, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,203
Expenses
$55,057
Net Income
$1,146
Net Assets
$770,817
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $43
0.1%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $48,139
87.4%
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 $770,817
Total Liabilities $0
Net Assets $770,817
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Officer) $0 $0

Document Links

990-PF
Filed on May 12, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$803,055
Expenses
$33,384
Net Income
$769,671
Net Assets
$769,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $744,521
92.7%
Interest Revenue $34
0.0%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,720
59.1%
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 $769,671
Total Liabilities $0
Net Assets $769,671
Compensation
Key Employees and Officers Compensation Other
James Van Werden (Officer) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2014

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

View Filing
PDF XML

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.

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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