Nonprofit · EIN 20-0375310
THE CHARLES E KUBLY FOUNDATION INC
Tax-exempt · MEQUON, WI 53092
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990 | $463,491 | $477,164 | -$13,673 | $1,744,971 | $16,813 | $1,728,158 |
| February 28, 2025 | 990 | $547,019 | $461,121 | $85,898 | $1,692,426 | $17,480 | $1,674,946 |
| February 29, 2024 | 990 | $462,615 | $518,634 | -$56,019 | $1,587,010 | $58,157 | $1,528,853 |
| February 28, 2023 | 990 | $464,999 | $470,372 | -$5,373 | $1,554,321 | $52,335 | $1,501,986 |
Financial details: 990 for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $425,388
- Program service revenue
- $0
- Investment income
- $74,352
- Net income from fundraising events
- -$36,249
- Other revenue
- -$36,249
Expenses
- Grants and similar amounts paid
- $327,338
- Compensation of officers, directors and key employees
- $69,966
- Other salaries and wages
- $10,005
- Salaries, compensation and benefits (total)
- $85,860
- Professional fundraising fees
- $0
- Accounting fees
- $12,949
- Occupancy
- $9,600
- Program services (functional)
- $370,202
- Management and general (functional)
- $85,091
- Fundraising (functional)
- $21,871
Balance sheet and other
- Total assets, start of year
- $1,692,426
- Total assets, end of year
- $1,744,971
- Total liabilities, end of year
- $16,813
- Net assets, end of year
- $1,728,158
- Publicly traded securities
- $1,469,401
- Net assets without donor restrictions
- $1,728,158
- Gross receipts
- $530,891
- Employees
- 2
- Volunteers
- 11
- 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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA RICK | EXECUTIVE DIRECTOR Officer | 30 | $74,657 |
| LORI KILIAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| NICK HENGST | TREASURER Trustee or director, Officer | 1 | $0 |
| MOLLY FRITZ | DIRECTOR Trustee or director | 1 | $0 |
| DYLAN ROSS | DIRECTOR Trustee or director | 1 | $0 |
| BRENDA WESLEY | DIRECTOR Trustee or director | 1 | $0 |
| DEAN KNAUSS | DIRECTOR Trustee or director | 1 | $0 |
| ERICA BROWNE | DIRECTOR Trustee or director | 1 | $0 |
| THAYRE FAUST | DIRECTOR Trustee or director | 1 | $0 |
| MEG FETHERSTON KASCH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended February 28, 2025: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA RICK | EXECUTIVE DIRECTOR Officer | 30 | $69,560 |
| LINDA LUNDEEN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| LORI KILIAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| NICK HENGST | TREASURER Trustee or director, Officer | 1 | $0 |
| LILY KUBLY | SECRETARY Trustee or director, Officer | 1 | $0 |
| THAYRE FAUST | DIRECTOR Trustee or director | 1 | $0 |
| MEG FETHERSTON KASCH | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY FRITZ | DIRECTOR Trustee or director | 1 | $0 |
| MARK HANSEN | DIRECTOR Trustee or director | 1 | $0 |
| DEAN KNAUSS | DIRECTOR Trustee or director | 1 | $0 |
| DYLAN ROSS | DIRECTOR Trustee or director | 1 | $0 |
| BRENDA WESLEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended February 29, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA RICK | EXECUTIVE DIRECTOR Officer | 30 | $63,660 |
| LINDA LUNDEEN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| NICK HENGST | TREASURER Trustee or director, Officer | 1 | $0 |
| LILY KUBLY | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROSA KIM MD | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN KELLY | DIRECTOR Trustee or director | 1 | $0 |
| MEG FETHERSTON KASCH | DIRECTOR Trustee or director | 1 | $0 |
| MARK HANSEN | DIRECTOR Trustee or director | 1 | $0 |
| THAYRE FAUST | DIRECTOR Trustee or director | 1 | $0 |
| DEAN KNAUSS | DIRECTOR Trustee or director | 1 | $0 |
| MOLLY FRITZ | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended February 28, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTINA RICK | EXECUTIVE DIRECTOR Officer | 30 | $66,300 |
| LINDA LUNDEEN | PRESIDENT Trustee or director, Officer | 2 | $0 |
| LORI KILIAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| LAURA KOPPA | TREASURER Trustee or director, Officer | 1 | $0 |
| LILY KUBLY | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROSA KIM MD | DIRECTOR Trustee or director | 1 | $0 |
| DAN BIRD | DIRECTOR Trustee or director | 1 | $0 |
| EVELYN KELLY | DIRECTOR Trustee or director | 1 | $0 |
| MEG FETHERSTON KASCH | DIRECTOR Trustee or director | 1 | $0 |
| MARK HANSEN | DIRECTOR Trustee or director | 1 | $0 |
| THAYRE FAUST | DIRECTOR Trustee or director | 1 | $0 |
| JACK ANICK | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1341 W MEQUON ROAD 220, MEQUON, WI 53092-3241
- Principal officer (990 for 2025)
- KRISTINA J RICK, 1341 W MEQUON ROAD 220, MEQUON, WI 53092
- Signed the 990
- KRISTINA J RICK, EXECUTIVE DIRECTOR
- Phone
- (414) 477-9959
- Return prepared by
- RITZ HOLMAN LLP
Mission
THE CHARLES E KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES.
Program accomplishments
- THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2025, $327,338 WAS DISTRIBUTED TO 37 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION.Expenses $370,202 · grants $327,338
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990 on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0375310
- 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
- 2004
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F20)
- Assets (IRS master file)
- $1,744,971
- Income (IRS master file)
- $530,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2026 | $463,491 | $477,164 | $1,744,971 | XML |
| 990 | February 2025 | $547,019 | $461,121 | $1,692,426 | XML |
| 990 | February 2024 | $462,615 | $518,634 | $1,587,010 | XML |
| 990 | February 2023 | $464,999 | $470,372 | $1,554,321 | XML |
| 990 | February 2022 | $583,441 | $393,812 | $1,647,046 | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
| 990 | February 2018 | – | – | – | 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 20-0375310).
Questions about THE CHARLES E KUBLY FOUNDATION INC
- What is the EIN of THE CHARLES E KUBLY FOUNDATION INC?
- The employer identification number (EIN) of THE CHARLES E KUBLY FOUNDATION INC is 20-0375310.
- Is THE CHARLES E KUBLY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to THE CHARLES E KUBLY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CHARLES E KUBLY FOUNDATION 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 THE CHARLES E KUBLY FOUNDATION INC due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CHARLES E KUBLY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2026.
- Who is the principal officer of THE CHARLES E KUBLY FOUNDATION INC?
- The 990 for the year ended February 28, 2026 names KRISTINA J RICK.
- Who are the officers and directors of THE CHARLES E KUBLY FOUNDATION INC?
- The 990 for the year ended February 28, 2026 lists 10 people; 1 received compensation from the organization, the highest $74,657 (KRISTINA RICK, EXECUTIVE DIRECTOR).
- How much revenue does THE CHARLES E KUBLY FOUNDATION INC have?
- On its 990 for the year ended February 28, 2026 it reported revenue of $463,491, expenses of $477,164 and total assets of $1,744,971 at year end.
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