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Mt Pleasant Home

Tax-deductible

Dubuque, IA501(c)(3)Since 1874EIN 42-0698197

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To provide a retirement Home for needy men and women.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 30 volunteers and 42 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
5 of 6
filings with a surplus
Average surplus $105K a year · 11% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $32K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
−$447
>-0.01% of total assets
Looks good: liabilities are -0% 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
$851K
-6% vs prior year
Spent
$963K
To programs
76%
Net assets
$5.2M
By yearFY2020–FY2025
Revenue
$851K
FY2025▼ -6%
Revenue by fiscal year
FY2020$848K
FY2021$1.1M
FY2022$1.1M
FY2023$854K
FY2024$905K
FY2025$851K
Expenses
$963K
FY2025▲ +24%
Expenses by fiscal year
FY2020$821K
FY2021$781K
FY2022$835K
FY2023$827K
FY2024$776K
FY2025$963K
Net assets
$5.2M
FY2025▲ +5%
Net assets by fiscal year
FY2020$5.0M
FY2021$5.5M
FY2022$4.4M
FY2023$4.6M
FY2024$4.9M
FY2025$5.2M

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1942.

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

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $729K Management & general 24% · $234K

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

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Who runs it and what they're paid

9 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Michelle Breitbach
Recording Secretary/Assistant Treasurer
$0Pt VII · Sec A
Margie Breese
2nd Vice President
$0Pt VII · Sec A
Lois Pearce
President
$0Pt VII · Sec A
Robin O'Connor
Corresponding Secretary
$0Pt VII · Sec A
Gretchen Bradshaw
1st Vice President
$0Pt VII · Sec A
Peggy Barton
President
$0Pt VII · Sec A
Rosie Hanson
Assistant Secretary
$0Pt VII · Sec A
See Mt Pleasant Home executive salaries →

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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 15aYes

Programs and updates

Offers a retirement home for needy men and women.

Provided by the organization

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1 program · $729K · in their own filed words · FY2025
01

To provide home and care for needy men and women.

$729Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Community Foundation of Greater DubuqueFY2024$23K
Etchepare Family FoundationFY2024$5K
James B & Melita a McDonough FoundationFY2024$3K
Falb Family Charitable FoundationFY2024$500
Total grants receivedfrom 4 funders$32K
See all 4 funders →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$851K
Ln 12
Fees for servicesLn 2g$597K
Investment incomeLn 3$231K
Gifts and grantsLn 1h$24K
Money outPt IX
$963K
Ln 25
Programscol B$729K
Managementcol C$234K
Owns and owesPt X
$5.2M
net assets · Ln 32
Cash and savingsLn 1–2$260K
Total assetsLn 16$5.2M
LiabilitiesLn 26−$447
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$24K
Fees for servicesLn 2g$597K
Investment incomeLn 3$231K
Gains on assetsLn 7$119K
Total revenueLn 12$851K
Assets in detailPt X, end of year
SavingsLn 2$260K
Cash and savings togetherLn 1–2$260K
InvestmentsLn 11–13$4.2M
Land, buildings, equipmentLn 10c$709K
Total assetsLn 16$5.2M
LiabilitiesLn 26−$447
Net assetsLn 32$5.2M
OperationsPt I, VI
EmployeesI 542
VolunteersI 630
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$332K$260K
InvestmentsLn 11–13$3.9M$4.2M
Land, buildings, equipmentLn 10c$709K$709K
Total assetsLn 16$4.9M$5.2M
LiabilitiesLn 26$4K−$447
Net assetsLn 32$4.9M$5.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$550K$378K$172K$0
Pension plan contributionsLn 8$8K$6K$2K$0
Other employee benefitsLn 9$24K$24K$0$0
Payroll taxesLn 10$41K$35K$6K$0
Legal feesLn 11b$4K$0$4K$0
Accounting feesLn 11c$4K$0$4K$0
Advertising and promotionLn 12$7K$7K$0$0
Office expensesLn 13$12K$12K$0$0
OccupancyLn 16$231K$231K$0$0
InsuranceLn 23$46K$0$46K$0
Other expenses (24a–d)Ln 24$26K$26K$0$0
All other expensesLn 24e$9K$9K$0$0
Total functional expensesLn 25$963K$729K$234K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $851K$963K−$112K$5.2M 990 PDF
FY2024 $905K$776K$129K$4.9M 990 PDF
FY2023 $854K$827K$27K$4.6M 990 PDF
FY2022 $1.1M$835K$288K$4.4M 990 PDF
FY2021 $1.1M$781K$271K$5.5M 990 PDF
FY2020 $848K$821K$28K$5.0M 990 PDF

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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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $851,363 across 6 lines filed
VIII-1f All other contributions, gifts and grants$23,691
VIII-1h Total contributions, gifts and grants$23,691
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$597,138
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$111,897
VIII-7 Net gain or loss on sales of assetsRelated to mission $118,637 · Unrelated business $0 · Excluded from tax $0$118,637
VIII-12 Total revenueRelated to mission $827,672 · Unrelated business $0 · Excluded from tax $0$851,363
Part IX · Statement of functional expenses $962,997 across 12 lines filed
IX-7 Other salaries and wagesPrograms $377,519 · Management $172,286 · Fundraising $0$549,805
IX-8 Pension plan contributionsPrograms $5,953 · Management $2,261 · Fundraising $0$8,214
IX-9 Other employee benefitsPrograms $23,820 · Management $0 · Fundraising $0$23,820
IX-10 Payroll taxesPrograms $35,342 · Management $5,653 · Fundraising $0$40,995
IX-11b Legal feesPrograms $0 · Management $4,016 · Fundraising $0$4,016
IX-11c Accounting feesPrograms $0 · Management $4,400 · Fundraising $0$4,400
IX-12 Advertising and promotionPrograms $6,774 · Management $0 · Fundraising $0$6,774
IX-13 Office expensesPrograms $12,478 · Management $0 · Fundraising $0$12,478
IX-16 OccupancyPrograms $231,189 · Management $0 · Fundraising $0$231,189
IX-23 InsurancePrograms $0 · Management $45,662 · Fundraising $0$45,662
IX-24 Other expenses (24a–d)Programs $26,293 · Management $0 · Fundraising $0$26,293
IX-24e All other expensesPrograms $9,351 · Management $0 · Fundraising $0$9,351
IX-25 Total functional expensesPrograms $728,719 · Management $234,278 · Fundraising $0$962,997
Part X · Balance sheet $5,161,563 assets, 10 lines filed
X-2 Savings and temporary cash investmentsStart of year $332,292$259,536
X-10c Land, buildings and equipment, netStart of year $709,110$709,110
X-11 Publicly traded securitiesStart of year $3,874,268$4,192,917
X-16 Total assetsStart of year $4,915,670$5,161,563
X-17 Accounts payable and accrued expensesStart of year $4,031−$447
X-26 Total liabilitiesStart of year $4,031−$447
X-27 Net assets without donor restrictionsStart of year $1,037,371$969,093
X-28 Net assets with donor restrictionsStart of year $3,874,268$4,192,917
X-32 Total net assets or fund balancesStart of year $4,911,639$5,162,010
X-33 Total liabilities and net assetsStart of year $4,915,670$5,161,563
Part XI · Reconciliation of net assets $5,162,010 net assets at year end
XI-1 Total revenue$851,363
XI-2 Total expenses$962,997
XI-3 Revenue less expenses−$111,634
XI-4 Net assets at start of year$4,911,639
XI-5 Net unrealized gains (losses) on investments$362,005
XI-10 Net assets at end of year$5,162,010

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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