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Joe And Anna Schmitz And Pat And Anna Burke Charitable Trust

  • Minneapolis, MN
  • Tax-exempt since April 2023
  • EIN: 85-4259292

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: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$315k (2024)

Expenses
$595k (2024)

Total Assets
$14.9M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2021 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
Revenue
$314,791
Expenses
$595,176
Net Income
-$280,385
Net Assets
$14,947,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,696
3.7%
Program Services $0
Investment Income $172,461
54.8%
Bond Proceeds $0
Royalties $1,826
0.6%
Rental Property Income $184,282
58.5%
Net Fundraising $0
Sales of Assets -$55,983
Net Inventory Sales $0
Other Revenue $509
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,947,212
Total Liabilities $0
Net Assets $14,947,212
Compensation
Key Employees and Officers Compensation Related Other
Doug Little Trustee Oct (Mt School For Deaf & Blind) $0 $0 $0
Audrey Stromberg Trustee Oct (Roosevelt Memorial Hospital) $0 $0 $0
Ted Behncke Trustee Oct (St. Coletta School) $0 $0 $0
Jeffrey Fleming Trustee (Roman Catholic Bishop Of Great Falls) $0 $0 $0
Robin Baker Trustee (St. Coletta School) $0 $0 $0
Jamason Schmidt Trustee (Culbertson, Froid, Bainville Health Care Cop.) $0 $0 $0
Bonnie De Noma Trustee (Mt School For Deaf & Blind) $0 $0 $0
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Document Links

990
Filed on May 7, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$537,455
Expenses
$355,523
Net Income
$181,932
Net Assets
$14,984,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $270,386
50.3%
Program Services $0
Investment Income $105,968
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $192,207
35.8%
Net Fundraising $0
Sales of Assets -$31,106
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,984,334
Total Liabilities $0
Net Assets $14,984,334
Compensation
Key Employees and Officers Compensation Related Other
Doug Little Trustee (Mt School For Deaf & Blind) $0 $0 $0
Darren Eultgen Trusteeto Oct (Roman Catholic Bishop Of Great Falls) $0 $0 $0
Audrey Stromberg Trustee (Roosevelt Memorial Hospital) $0 $0 $0
Ted Behncke Trustee (St. Coletta School) $0 $0 $0
Jeffrey Fleming Trustee (Roman Catholic Bishop Of Great Falls) $0 $0 $0
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Document Links

990
Filed on April 30, 2024

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$890,704
Expenses
$283,973
Net Income
$606,731
Net Assets
$14,348,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $290,000
32.6%
Program Services $0
Investment Income $96,329
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $205,705
23.1%
Net Fundraising $0
Sales of Assets -$20,543
Net Inventory Sales $0
Other Revenue $319,213
35.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,516,929
Total Liabilities $168,335
Net Assets $14,348,594
Compensation
Key Employees and Officers Compensation Related Other
Doug Little Trustee (Mt School For Deaf & Blind Fdtn) $0 $0 $0
Darren Eultgen Trustee (Roman Catholic Bishop Of Great Falls) $0 $0 $0
Jennifer Kessner Trustee (Roosevelt Memorial Hosp. (Thru May)) $0 $0 $0
Audrey Stromberg Trustee (Roosevelt Memorial Hosp.) $0 $0 $0
Ted Behncke Trustee (St. Coletta School) $0 $0 $0
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Document Links

990
Filed on May 10, 2023

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

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,498,329
Expenses
$410,431
Net Income
$8,087,898
Net Assets
$14,340,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,076,392
95.0%
Program Services $0
Investment Income $219,758
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $152,499
1.8%
Net Fundraising $0
Sales of Assets $10,588
0.1%
Net Inventory Sales $0
Other Revenue $39,092
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,653,236
Total Liabilities $312,622
Net Assets $14,340,614
Compensation
Key Employees and Officers Compensation Related Other
Jennifer Kessner Trustee (Roosevelt Memorial Hospital) $0 $0 $0
Darren Eultgen Trustee (Roman Catholic Bishop Of Great Falls) $0 $0 $0
Ted Behncke Trustee (St. Coletta School) $0 $0 $0
Doug Little Trustee (Mt School For Deaf & Blind Fdtn) $0 $0 $0
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Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’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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About Nonprofit Explorer

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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