2026-08-30T21:14:25-04:00 2025-05-31 990EZ 2024-06-01 391366285 Sheboygan Service Foundation Inc SHEB 4254492587 PO BOX 226 Sheboygan WI 530820226 Cassidy Bartelt Foundation Treasurer 4254492587 2026-08-31 false 2024 X X X 139246 X 72643 7865 11560 47178 41963 16775 0 0 0 97283 76151 869 1129 78149 19134 393362 34907 447403 393362 447403 393362 447403 393362 447403 The Sheboygan Service Foundation formed to support The Sheboygan Service Club in community service projects and supporting the local charities of Sheboygan County. It manages an Endowment Fund and receives tax-deductible contributions and proceeds from the annual Charity Ball. Its primary goal is to fund and disburse financial support exclusively to 501c3 qualified organizations serving Sheboygan County. Sheboygan Service Foundation hosts various fundraising events and is redistributed to charities in the Sheboygan County. Scholarships are awarded to 4 high school seniors upon application and selection committee award based on achievement activities academics and service. 76152 76152 76152 Alexandra Glasscock Foundation President 1 0 0 0 Libby Welhouse Foundation Secretary 1 0 0 0 Samantha Roberts Foundation Treasurer 1 0 0 0 false false false false false false false false false Cassidy Bartelt PO BOX 226 Sheboygan WI 530820226 4254492587 false false false false false false false false false false false NONE NONE true X 43465 1700 59128 85963 72643 262899 0 0 0 0 0 0 0 0 0 0 0 0 43465 1700 59128 85963 72643 262899 0 262899 0 0 0 0 7865 7865 40421 7040 30614 0 0 78075 0 0 0 0 0 0 348839 0 0.7536 0.5663 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Charity Ball Show 114209 67031 47178 0 0 32433 0 0 7505 114209 67031 47178 0 0 32433 0 0 7505 39938 7240 Part I, line 10 | Class of Activity:, Name of the Grantee:, Address of the Grantee:, Aggregate Amount:, Description of Relationship:| Grant, CASA of East Central Wisconsin, 501 North 10th St, Studio B PO Box 721, Manitowoc, Wisconsin WI 54220, $45101.00, None| Grant, Reins Inc, W2647 Co Rd O, , Sheboygan Falls, Wisconsin WI 53085, $7500.00, None| Part I, line 16 | Other Expenses:, Amount:| Insurance permit PO Box Dept of Finance & Registration PlanHero Event Software Misc fees, $1129.00| Part I, line 20 | Description:, Explanation:, Amount:| , Unrealized gains, $34907| Expenses (Part I),line 10 | Explanation:| Grantees under $5K include: The Abode DeLand Receiving Home Project Angel Hugs Trust of Maywood 4 $2000 scholarships Historical Society of Sheboygan and Safety Town. Expenses (Part I),line 16 | Explanation:| Description of Other Expenses: Insurance Permit PO Box Dept of Finance and Registration Volunteer Software Other Information (Part V),line 0 | Explanation:| Information regarding Person Benefit Contracts: The organization did not during the year receive any funds directly or indirectly to pay premiums on a personal benefit contract. The Sheboygan Service Foundation respectfully requests a waiver and removal of all late filing penalties assessed or accruable regarding our delayed Form 990-EZ for the tax year ending 2025. The organizations failure to file this return on time was due to reasonable cause and not willful neglect as our treasurer at the time was met with gross negligence and non-responsiveness of our long-term external Certified Public Accountant CPA. Our organization is entirely volunteer-led managed by a dedicated leadership board who serve without compensation and are all fully employeed elsewhere in the community. We volunteer for Sheboygan Service Club to give back our community. To ensure strict compliance with federal tax regulations we have long-standing policies to outsource our tax preparation to established professionals. For over eight consecutive years we engaged Terri Lellesand CPA a Principal with CliftonLarsonAllen LLP CLA in Sheboygan Wisconsin to prepare and file our annual information returns. Given her senior credentials the reputation of CLA and our unblemished history with her the foundation reasonably relied upon her professional services. Despite our exhaustive diligence Ms. Lellesand completely abandoned her professional duties stopped responding to communications and failed to file our return. Our treasurer had the best practice of engaging in January or Febuary of each year and in 2026 she attempted to contact Ms. Lellesand at a professional frequency to ensure the filing was being processed but faced an unprecedented wall of silence. Below is the explicit timeline of our extensive outreach efforts throughout 2026: March 5 2026: Sent an initial email inquiry regarding tax preparation; received no response. March 9 2026: Provided all necessary financial records and requirements via email; received no response. April 10 2026: Followed up via email regarding return status; received no response. Mid-April 2026: Placed a follow-up phone call to CLA; received no response. April 21 2026: Followed up via email; received no response. May 11 2026: Followed up via email; received no response. May 20 2026: Followed up via email; received no response. June 9 2026: Followed up via email; received no response. Transition to new Foundation Treasurer Mid-June 2026: Placed an escalating phone call to CLA; received no response. June 24 2026: Followed up via email; received no response. July 17 2026: Followed up via email; received no response. Early August 2026: Placed a phone call and finally reached Ms. Lellesand. She verbally committed to supporting return. However she failed to honor this commitment and did not send the documents or follow up. August 5 2026: Followed up via email regarding the missing verbal commitment; received no response. August 21 2026: Followed up via email as a final warning; received no response. On August 28 2026 the new treasurer discovered that the return was overdue and that Ms. Lellesand had dropped the ball entirely. There was no-communication of the deadline being in April and not October. Upon this discovery we took immediate corrective action. We severed our relationship with Ms. Lellesand and CLA immediately finalized the financial reporting internally spending over 20+ hours learning how to self-filing this Form 990-EZ ourselves to mitigate any further delays. We are actively sourcing a new reliable accounting firm for all future years to guarantee this never happens again. As an all-volunteer nonprofit a penalty of approximately $3,000 would severely impact our ability to deliver our mission and serve our community. While we recognize we cannot rely on a professional fully to file our situation involves a severe breakdown of professional service by a trusted CPA who actively misled us with an unfulfilled commitment combined with a transition in new personnel. We are committed to updating our internal processes to insure this does not happen again. Given our extraordinary efforts to comply the explicit written record of our diligence and our immediate self-filing upon discovery we respectfully request that the IRS find reasonable cause present and abate any late filing penalties.