Nonprofit · EIN 26-1405199
WAGNER-ESSMAN CARE FOUNDATION INC
Tax-exempt · BURLINGTON, WI 53105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $286,336 | $209,735 | $76,601 | $7,978,284 | $0 | $7,978,284 |
| June 30, 2025 | 990-PF | $468,197 | $418,480 | $49,717 | $7,901,877 | $0 | $7,901,877 |
| June 30, 2024 | 990-PF | $333,884 | $442,926 | -$109,042 | $7,844,703 | $0 | $7,844,703 |
| June 30, 2023 | 990-PF | $5,861,362 | $176,319 | $5,685,043 | $7,955,904 | $0 | $7,955,904 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $98,486
- Interest
- $52,946
- Net gain from sales of assets
- $134,904
Expenses
- Grants and similar amounts paid
- $168,800
- Compensation of officers, directors and key employees
- $870
- Disbursements for charitable purposes
- $170,945
- Excise tax on investment income
- $3,579
Balance sheet and other
- Total assets, start of year
- $7,901,877
- Total assets, end of year
- $7,978,284
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,978,284
- Fair market value of assets
- $11,434,215
- Qualifying distributions
- $170,945
- Net investment income
- $286,336
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH R ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | Vice President | 0.5 | $290 |
| MARCIA E ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | President | 1 | $290 |
| ADAM J ESSMAN 5707 N KENT AVE, WHITEFISH BAY, WI 53217 | Treasurer | 0.5 | $290 |
| ABBEY M MAGNUSON 6420 UPPER PARKWAY NORTH, WAUWATOSA, WI 53213 | Director | 0.5 | $0 |
990-PF for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH R ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | Vice President | 0.5 | $580 |
| MARCIA E ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | President | 1 | $580 |
| ADAM J ESSMAN 5707 N KENT AVE, WHITEFISH BAY, WI 53217 | Treasurer | 0.5 | $580 |
| ABBEY M MAGNUSON 6420 UPPER PARKWAY NORTH, WAUWATOSA, WI 53213 | Director | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH R ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | Vice President | 0.5 | $580 |
| MARCIA E ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | President | 1 | $580 |
| ADAM J ESSMAN 5707 N KENT AVE, WHITEFISH BAY, WI 53217 | Treasurer | 0.5 | $580 |
| ABBEY M MAGNUSON 6420 UPPER PARKWAY NORTH, WAUWATOSA, WI 53213 | Director | 0.5 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH R ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | Vice President | 0.5 | $580 |
| MARCIA E ESSMAN W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105 | President | 1 | $580 |
| ADAM J ESSMAN 5707 N KENT AVE, WHITEFISH BAY, WI 53217 | Treasurer | 0.5 | $580 |
| ABBEY M MAGNUSON 6420 UPPER PARKWAY NORTH, WAUWATOSA, WI 53213 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- W1285 SPRING PRAIRIE RD, BURLINGTON, WI 53105-2743
- In care of
- % MARCIA ESSMAN
- Signed the 990-PF
- MARCIA E ESSMAN, President
- Phone
- (262) 716-9038
- Return prepared by
- Mohr CPAs LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1405199
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,901,877
- Income (IRS master file)
- $2,813,140
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $286,336 | $209,735 | $7,978,284 | XML |
| 990-PF | June 2025 | $468,197 | $418,480 | $7,901,877 | XML |
| 990-PF | June 2024 | $333,884 | $442,926 | $7,844,703 | XML |
| 990-PF | June 2023 | $5,861,362 | $176,319 | $7,955,904 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 26-1405199).
Questions about WAGNER-ESSMAN CARE FOUNDATION INC
- What is the EIN of WAGNER-ESSMAN CARE FOUNDATION INC?
- The employer identification number (EIN) of WAGNER-ESSMAN CARE FOUNDATION INC is 26-1405199.
- Is WAGNER-ESSMAN CARE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WAGNER-ESSMAN CARE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WAGNER-ESSMAN CARE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WAGNER-ESSMAN CARE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WAGNER-ESSMAN CARE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WAGNER-ESSMAN CARE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 3 received compensation from the organization, the highest $290 (KENNETH R ESSMAN, Vice President).
- How much revenue does WAGNER-ESSMAN CARE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $286,336, expenses of $209,735 and total assets of $7,978,284 at year end.
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