Nonprofit · EIN 14-6268845
PORTAGE AREA COMMUNITY CHARITABLE TRUST
Also known as MILLER ROBERT D TTEE
Tax-exempt · PORTAGE, WI 53901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $143,280 | $94,309 | $48,971 | $1,013,298 | $0 | $1,013,298 |
| June 30, 2025 | 990 | $148,720 | $72,223 | $76,497 | $803,394 | $0 | $803,394 |
| June 30, 2024 | 990 | $197,270 | $51,471 | $145,799 | $643,824 | $0 | $643,824 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $124,709
- Program service revenue
- $0
- Investment income
- $18,571
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $89,441
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,200
- Program services (functional)
- $89,441
- Management and general (functional)
- $4,868
Balance sheet and other
- Total assets, start of year
- $803,394
- Total assets, end of year
- $1,013,298
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,013,298
- Publicly traded securities
- $875,657
- Net assets without donor restrictions
- $1,013,298
- Gross receipts
- $143,280
- Employees
- 0
- Year formed
- 2005
- 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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE HURD | BOARD MEMBER Trustee or director | 2 | $0 |
| ED STECK | BOARD MEMBER Trustee or director | 2 | $0 |
| RICHARD JACOBSON | PRESIDENT Officer | 5 | $0 |
| SHANE SCHMIDT | TREASURER Officer | 2 | $0 |
| AMANDA WEYH-MEISSNER | VICE-PRESIDE Officer | 2 | $0 |
990 for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE HURD | BOARD MEMBER Trustee or director | 2 | $0 |
| ED STECK | BOARD MEMBER Trustee or director | 2 | $0 |
| RICHARD JACOBSON | PRESIDENT Officer | 5 | $0 |
| SHANE SCHMIDT | TREASURER Officer | 2 | $0 |
| AMANDA WEYH-MEISSNER | VICE-PRESIDE Officer | 5 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE HURD | BOARD MEMBER Trustee or director | 2 | $0 |
| ED STECK | BOARD MEMBER Trustee or director | 2 | $0 |
| RICHARD JACOBSON | PRESIDENT Officer | 5 | $0 |
| SHANE SCHMIDT | TREASURER Officer | 2 | $0 |
| AMANDA WEYH-MEISSNER | VICE-PRESIDE Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 715, PORTAGE, WI 53901-0715
- In care of
- % MARK WITT
- Mailing address (990-N for 2016)
- 121 West Cook Street, Portage WI 53901
- Principal officer (990 for 2025)
- RICHARD JACOBSON, 1036 SADDLE RIDGE, PORTAGE, WI 53901
- Principal officer (990-N for 2016)
- Schmidt Shane, 121 West Cook Street, Portage WI 53901
- Signed the 990
- RICHARD JACOBSON, PRESIDENT
- Phone
- (608) 742-8841
- Website
- positvelyportage.org
- Return prepared by
- MILLER BRUSSELL EBBEN & GLAESKE LLC
Mission
THE PURPOSE OF THE TRUST IS TO RECEIVE AND ACCEPT PROPERTY TO BE ADMINISTERED EXCLUSIVELY FOR CHARITABLE PURPOSES, PRIMARLY IN, AND FOR THE BENEFIT OF THE PEOPLE OF THE METROPOLITAN AREA OF PORTAGE, WI.
Program accomplishments
- GRANT/DONATION TO HAITI INTERNATIONAL RELIEF FUNDExpenses $33,000 · grants $33,000
- GRANTS/DONATIONS TO OTHER CHARITABLE ORGANIZATIONS IN GREATER PORTAGE, WI.Expenses $56,441 · grants $56,441
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 14-6268845
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $1,013,298
- Income (IRS master file)
- $143,280
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $143,280 | $94,309 | $1,013,298 | XML |
| 990 | June 2025 | $148,720 | $72,223 | $803,394 | XML |
| 990 | June 2024 | $197,270 | $51,471 | $643,824 | XML |
| 990 | June 2023 | $115,987 | $172,054 | $454,395 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2016 Officer: Schmidt Shane | June 30, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
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 14-6268845).
Questions about PORTAGE AREA COMMUNITY CHARITABLE TRUST
- What is the EIN of PORTAGE AREA COMMUNITY CHARITABLE TRUST?
- The employer identification number (EIN) of PORTAGE AREA COMMUNITY CHARITABLE TRUST is 14-6268845.
- Is PORTAGE AREA COMMUNITY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to PORTAGE AREA COMMUNITY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTAGE AREA COMMUNITY CHARITABLE TRUST 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 PORTAGE AREA COMMUNITY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTAGE AREA COMMUNITY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of PORTAGE AREA COMMUNITY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2026 names RICHARD JACOBSON.
- Who are the officers and directors of PORTAGE AREA COMMUNITY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does PORTAGE AREA COMMUNITY CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $143,280, expenses of $94,309 and total assets of $1,013,298 at year end.
Other nonprofits in PORTAGE
- DIVINE SAVIOR HEALTHCARE INC EIN 39-0806250 · last filed 990 for 2025
- RENEWAL UNLIMITED INC EIN 39-1270955 · last filed 990 for 2025
- NORTWOODS INC OF WISCONSIN EIN 39-1226726 · last filed 990 for 2024
- HISTORIC INDIAN AGENCY HOUSE ASSOCIATION INC EIN 99-1413801 · last filed 990 for 2024
- AMERICAN LEGION EIN 39-0128222 · last filed 990 for 2025
- AMERICAN LEGION AUXILIARY EIN 39-0128221 · last filed 990 for 2026
- ARC GREATER COLUMBIA COUNTY EIN 39-1371260 · last filed 990 for 2024
- COLUMBIA COUNTY HUMANE SOCIETY EIN 23-7219878 · last filed 990 for 2025
All nonprofits in PORTAGE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations