philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Jones Harrison Foundation FY2020 filing

Tax-deductible

Minneapolis, MN501(c)(3)Since 1987Human ServicesEIN 36-3414818Revenue $238K in FY2020

On file with the IRSjones-harrison.org3700 Cedar Lake Ave, 55416-4240 · Minneapolis, MNTax-exempt since Feb 1986Supporting organization — 509(a)(3)

This page gets seen. Tell your story. Claim this org.

Honoring the full circle of life. Jones-Harrison Foundation is a non-profit corporation formed for the purpose of maintaining and accumulating funds for the development and expansion of ideals and purposes of Jones-Harrison residence, which is dedicated to continuing their century-long tradition of offering innovative programs and supportive services to older adults in a loving, gracious setting.

501(c)(3) charity; gifts are tax-deductible.
12¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $52K a year · 21% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
12%
of spending
Concern: 12% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 10.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$313K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$238K
Spent
$552K
To programs
12%
Net assets
$7.0M
By yearFY2020–FY2025
Revenue
$238K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$238K
FY2021$358K
FY2022$462K
FY2023$129K
FY2024$198K
FY2025$134K
Expenses
$552K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$552K
FY2021$170K
FY2022$210K
FY2023$27K
FY2024$89K
FY2025$156K
Net assets
$7.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$7.0M
FY2021$7.9M
FY2022$6.4M
FY2023$7.1M
FY2024$7.2M
FY2025$7.2M

From the FY2020 Form 990 (year ending September 2020) · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

12 cents of each dollar spent went to programs.

Program services 12% · $65K Management & general 88% · $487K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Lowell Berggren
President/CEO (through October 2019)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Michael Olafson
Vice Chair
$0Pt VII · Sec A
Jeff Carroll
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Robyn Gray
Director
$0Pt VII · Sec A
See Jones Harrison Foundation executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides support for the Jones-Harrison Residence.

Questions for Jones Harrison Foundation

Tap to ask. Jones Harrison Foundation sees how many people are interested.

Your first name shows with your question. Jones Harrison Foundation answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $65K · in their own filed words · FY2019
01

Jones-harrison foundation is a non-profit corporation formed for the purpose of maintaining and accumulating funds for the development and expansion of ideals and purposes of jones-harrison residence. In 2020, this support was for development costs.

$65Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Ahs FoundationFY2023$2K
Total grants receivedfrom 1 funder$2K
Grants paid · 3 grants · $273K · 2019–2021
Jones-Harrison Residence CorporationMN · FY2021$127,848
Jones-Harrison Residence CorporationMN · FY2020$80,025
Jones-Harrison Residence CorporationMN · FY2019$64,969

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$238K
Ln 12
Investment incomeLn 3$165K
Gifts and grantsLn 1h$73K
Other incomeLn 4–11$421
Money outPt IX
$552K
Ln 25
Programscol B$65K
Managementcol C$487K
Owns and owesPt X
$7.0M
net assets · Ln 32
Cash and savingsLn 1–2$458K
Total assetsLn 16$7.3M
LiabilitiesLn 26$313K
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$73K
Investment incomeLn 3$165K
Other incomeLn 4–11$421
Gains on assetsLn 7−$10K
Total revenueLn 12$238K
Assets in detailPt X, end of year
CashLn 1$95K
SavingsLn 2$362K
Cash and savings togetherLn 1–2$458K
InvestmentsLn 11–13$5.7M
Other assetsLn 15$1.2M
Total assetsLn 16$7.3M
LiabilitiesLn 26$313K
Net assetsLn 32$7.0M
OperationsPt I, VI
EmployeesI 51
VolunteersI 69
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.1M$458K
InvestmentsLn 11–13$5.2M$5.7M
Total assetsLn 16$7.1M$7.3M
LiabilitiesLn 26$0$313K
Net assetsLn 32$7.1M$7.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$65K$65K
Accounting feesLn 11c$9K$9K
Investment management feesLn 11f$39K$39K
Other fees for servicesLn 11g$430K$430K
InsuranceLn 23$8K$8K
Other expenses (24a–d)Ln 24$970$970
Total functional expensesLn 25$552K$65K$487K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $134K$156K−$22K$7.2M 990 PDF
FY2024 $198K$89K$109K$7.2M 990 PDF
FY2023 $129K$27K$102K$7.1M 990 PDF
FY2022 $462K$210K$252K$6.4M 990 PDF
FY2021 $358K$170K$187K$7.9M 990 PDF
FY2020 Viewing $238K$552K−$314K$7.0M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $237,564 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $590,240$72,642
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $276,698$164,501
I-11 Other revenuePrior year −$158$421
I-12 Total revenuePrior year $866,780$237,564
I-13 Grants and similar amounts paidPrior year $72,845$64,969
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $73,472$487,010
I-18 Total expensesPrior year $146,317$551,979
I-19 Revenue less expensesPrior year $720,463−$314,415
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $237,564 across 6 lines filed
VIII-1f All other contributions, gifts and grants$72,642
VIII-1h Total contributions, gifts and grants$72,642
VIII-3 Investment incomeUnrelated business −$712 · Excluded from tax $174,927$174,215
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$9,714−$9,714
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $421$421
VIII-12 Total revenueRelated to mission $0 · Unrelated business −$712 · Excluded from tax $165,634$237,564
Part IX · Statement of functional expenses $551,979 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $64,969$64,969
IX-11c Accounting feesManagement $9,325$9,325
IX-11f Investment management feesManagement $39,112$39,112
IX-11g Other fees for servicesManagement $429,531$429,531
IX-23 InsuranceManagement $8,072$8,072
IX-24 Other expenses (24a–d)Management $970$970
IX-25 Total functional expensesPrograms $64,969 · Management $487,010 · Fundraising $0$551,979
Part X · Balance sheet $7,336,613 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $12,432$95,386
X-2 Savings and temporary cash investmentsStart of year $1,041,186$362,438
X-9 Prepaid expenses and deferred chargesStart of year $1,908$2,348
X-11 Publicly traded securitiesStart of year $5,105,365$5,632,119
X-12 Other securitiesStart of year $82,002$35,257
X-15 Other assetsStart of year $870,611$1,209,065
X-16 Total assetsStart of year $7,115,004$7,336,613
X-25 Other liabilitiesStart of year $0$313,324
X-26 Total liabilitiesStart of year $0$313,324
X-27 Net assets without donor restrictionsStart of year $7,115,004$7,023,289
X-32 Total net assets or fund balancesStart of year $7,115,004$7,023,289
X-33 Total liabilities and net assetsStart of year $7,115,004$7,336,613
Part XI · Reconciliation of net assets $7,023,289 net assets at year end
XI-1 Total revenue$237,564
XI-2 Total expenses$551,979
XI-3 Revenue less expenses−$314,415
XI-4 Net assets at start of year$7,115,004
XI-5 Net unrealized gains (losses) on investments$222,700
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,023,289

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.