MARY F LOTZ CHARITABLE FOUNDATION
ADEL,
Iowa,
50003
EIN: 46-1655476
Human Services - Multipurpose and Other
DEMOGRAPHIC
ADDRESS
1009 MAIN ST
50003
COUNTY
dallas county, IA
IN CARE OF NAME
JAMES E VAN WERDEN
ORGANIZATIONAL OVERVIEW & RANKINGS
MARY F LOTZ CHARITABLE FOUNDATION is a based in ADEL, IA, focused on Human Services - Multipurpose and Other causes , specifically Senior Continuing Care Communities. Established in June 2014, it operates as an independent trust and contributions to this organization are tax-deductible .
With total assets of $761,525.00, this ranks 244,265 among 2,656,690 nonprofits nationally (Top 10%), demonstrating substantial financial capacity relative to its peers. At the state level, it stands at 3,142 out of 40,025 organizations in IA (Top 8%).
In dallas county, IA, the organization ranks 41 out of 523 nonprofits by assets (Top 7%), while locally in adel, it stands at 10 among 109 organizations (Top 5%).
The organization reported no revenue in the most recent filing period, placing it at 1,865,869 nationally and 30,153 in IA.
Within its specific NTEE classification (P75 - P: Human Services - Multipurpose and Other), which includes 834 similar organizations, MARY F LOTZ CHARITABLE FOUNDATION ranks 283 in assets (Top 32%) and 724 in revenue (Top 87%).
The organization files a 990 - Not required to file(all other) and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
2: Trust
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
P: Human Services - Multipurpose and Other
NTEE CODE
P75: Senior Continuing Care Communities
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
3: $25,000 to $99,999
INCOME AMOUNT
$59,364.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
06/2014
ASSET CODE
5: $500,000 to $999,999
ASSET AMOUNT
$761,525.00
FILING REQUIREMENT CODE
990 - Not required to file(all other)
PF FILING REQUIREMENT CODE
990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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