AUMdb

Boone Regency Retirement

EIN 421402529 · 501(c)(3) · Public charity · Boone, IA · recognized 1993

Assets
$919K
Revenue
$304K
Expenses
$300K
Investment income
$1.4K

Form 990 fiscal year ended 10/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Patricia Thomas President $0 $0
Holly Larson Vice president $0 $0
Cathy Addy Secretary $0 $0
David Pestotnik Director $0 $0
Rick Wulkow Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
10/31/2025 $919K $304K $300K 990 990 · obj 202523459349300947 IRS ↗
10/31/2024 $941K $288K $372K 990 990 · obj 202540209349300049 IRS ↗