Skip to main content

Nonprofit · EIN 04-3750042

SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC

Tax-exempt · MILWAUKEE, WI 53211

Financials

$204K$217K2022$257K$237K2023$959K$219K2024
Revenue Expenses · by fiscal year end
Financials of SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$958,697$218,732$739,965$2,885,012$2,183$2,882,829
July 31, 2024990$257,432$237,468$19,964$2,002,016$630$2,001,386
July 31, 2023990$204,486$217,149-$12,663$1,816,145$0$1,816,145
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$911,604
Program service revenue
$0
Investment income
$51,280
Net income from fundraising events
-$4,187
Other revenue
-$4,187

Expenses

Grants and similar amounts paid
$179,336
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$8,150
Occupancy
$5,356
Program services (functional)
$191,231
Management and general (functional)
$24,375
Fundraising (functional)
$3,126

Balance sheet and other

Total assets, start of year
$2,002,016
Total assets, end of year
$2,885,012
Total liabilities, end of year
$2,183
Net assets, end of year
$2,882,829
Publicly traded securities
$2,578,280
Net assets without donor restrictions
$114,831
Net assets with donor restrictions
$2,767,998
Gross receipts
$978,768
Employees
0
Volunteers
30
Year formed
2003
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Melissa NelsenPresident
Trustee or director, Officer
5$0
Shawn Brown-KnoernschildTreasurer
Trustee or director, Officer
3$0
Vashti LozierBoard member
Trustee or director, Officer
1$0
Megann HendrixSecretary
Trustee or director, Officer
3$0
Ian ElfeBoard member
Trustee or director
1$0
Carman EmpeyBoard member
Trustee or director
1$0
Tracey BarrettBoard member
Trustee or director
1$0
Sarah HammondBoard member
Trustee or director
1$0
Sarah McEneanyBoard member
Trustee or director
1$0
Sarah LehmannBoard member
Trustee or director
1$0
Kelly StasonBoard member
Trustee or director
1$0
Angie PriceBoard member
Trustee or director
1$0
Mandy KruegerBoard member
Trustee or director
1$0
990 for the year ended July 31, 2024: 14 people
NameTitleHours / weekCompensation
Melissa NelsenCo-President
Trustee or director, Officer
5$0
Shawn Brown-KnoernschildTreasurer
Trustee or director, Officer
3$0
Vashti LozierCo-President
Trustee or director, Officer
3$0
Megann HendrixSecretary
Trustee or director, Officer
3$0
Ian ElfeBoard member
Trustee or director
1$0
Carman EmpeyBoard member
Trustee or director
1$0
Tracey BarrettBoard member
Trustee or director
1$0
Erica EliaBoard member
Trustee or director
1$0
Sarah HammondBoard member
Trustee or director
1$0
Sarah McEneanyBoard member
Trustee or director
1$0
Sarah LehmannBoard member
Trustee or director
1$0
ReShunda StephensBoard member
Trustee or director
1$0
Angie PriceBoard member
Trustee or director
1$0
Mandy KruegerBoard member
Trustee or director
1$0
990 for the year ended July 31, 2023: 13 people
NameTitleHours / weekCompensation
Melissa NelsenCo-President
Trustee or director, Officer
5$0
Shawn Brown-KnoernschildTreasurer
Trustee or director, Officer
3$0
Vashti LozierCo-President
Trustee or director, Officer
3$0
Christin WilleBoard member
Trustee or director
1$0
Ian ElfeBoard member
Trustee or director
1$0
Megann HendrixBoard member
Trustee or director
1$0
Tracey BarrettBoard member
Trustee or director
1$0
Erica EliaSecretary
Trustee or director, Officer
3$0
Sarah HammondBoard member
Trustee or director
1$0
Sarah McEneanyBoard member
Trustee or director
1$0
Sarah LehmannBoard member
Trustee or director
1$0
ReShunda StephensBoard member
Trustee or director
1$0
Angie PriceBoard member
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 71235, MILWAUKEE, WI 53211-7335
In care of
% MELISSA NELSEN
Principal officer (990 for 2024)
Melissa Nelsen, 2618 E Shorewood Blvd, Shorewood, WI 53211
Signed the 990
Melissa Nelsen, President
Phone
(414) 964-1842
Return prepared by
O'Leary & Anick

Mission

Purpose is to raise funds to support the educational programs of the Shorewood School District.

990 for the year ended July 31, 2025

Program accomplishments

  • Technology, Math Curriculum, and after school enrichment grants to the Shorewood School District.
    Expenses $157,661 · grants $149,336
  • Awards to teachers in recognition of their educational contributions to Shorewood School District
    Expenses $33,570 · grants $30,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
04-3750042
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B112)
Assets (IRS master file)
$2,885,012
Income (IRS master file)
$978,768

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$958,697$218,732$2,885,012XML
990July 2024$257,432$237,468$2,002,016XML
990July 2023$204,486$217,149$1,816,145XML
990July 2022$216,703$267,676$1,727,695IRS
990July 2021–––IRS
990July 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3750042).

Questions about SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC

What is the EIN of SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC?
The employer identification number (EIN) of SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC is 04-3750042.
Is SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC?
The 990 for the year ended July 31, 2025 names Melissa Nelsen.
Who are the officers and directors of SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC?
The 990 for the year ended July 31, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does SHOREWOOD SUPPORTERS OF EXCELLENCE IN EDUCATIONAL DEVELOPMENT FDN INC have?
On its 990 for the year ended July 31, 2025 it reported revenue of $958,697, expenses of $218,732 and total assets of $2,885,012 at year end.

Other nonprofits in MILWAUKEE

All nonprofits in MILWAUKEE · Wisconsin · Education