Nonprofit · EIN 26-1533139
BURLINGTON COMMUNITY FUND LTD
Tax-exempt · BURLINGTON, WI 53105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $804,750 | $555,678 | $249,072 | $9,018,725 | $0 | $9,018,725 |
| December 31, 2024 | 990 | $585,274 | $444,183 | $141,091 | $8,769,653 | $0 | $8,769,653 |
| December 31, 2023 | 990 | $358,098 | $428,248 | -$70,150 | $9,296,432 | $674,679 | $8,621,753 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $357,394
- Program service revenue
- $180,000
- Investment income
- $189,708
- Other revenue
- $77,648
Expenses
- Grants and similar amounts paid
- $363,396
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Depreciation
- $152,467
- Program services (functional)
- $516,485
- Management and general (functional)
- $39,193
Balance sheet and other
- Total assets, start of year
- $8,769,653
- Total assets, end of year
- $9,018,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,018,725
- Land, buildings and equipment
- $3,396,970
- Publicly traded securities
- $5,623,426
- Gross unrelated business income
- -$278,722
- Gross receipts
- $804,750
- Employees
- 0
- Year formed
- 2007
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BARKEI | DIRECTOR Trustee or director | – | $0 |
| BRAD LOIS | DIRECTOR-PRE Trustee or director, Officer | – | $0 |
| LAURIE MILLER | DIRECTOR-TRE Trustee or director, Officer | – | $0 |
| JEN REESMAN | DIRECTOR-SEC Trustee or director, Officer | – | $0 |
| JOHN SCHULTZ | DIRECTOR Trustee or director | – | $0 |
| RICHARD SLATTERY | DIRECTOR Trustee or director | – | $0 |
| JOHN THORNGATE | DIRECTOR Trustee or director | – | $0 |
| JOEL WEIS | DIRECTOR Trustee or director | – | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BARKEI | DIRECTOR Trustee or director | – | $0 |
| BRAD LOIS | DIRECTOR-SEC Trustee or director, Officer | – | $0 |
| LAURIE MILLER | DIRECTOR-TRE Trustee or director, Officer | – | $0 |
| ED NADOLSKI | DIRECTOR- Trustee or director | – | $0 |
| KEITH POLLEK | DIRECTOR Trustee or director | – | $0 |
| JOHN SCHULTZ | DIRECTOR Trustee or director | – | $0 |
| JOHN THORNGATE | DIRECTOR Trustee or director | – | $0 |
| BRIAN WANASEK | DIRECTOR Trustee or director | – | $0 |
| JOEL WEIS | DIRECTOR-PRE Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVE BARKEI | DIRECTOR Trustee or director | – | $0 |
| BRAD LOIS | DIRECTOR-SEC Trustee or director, Officer | – | $0 |
| LAURIE MILLER | DIRECTOR-TRE Trustee or director, Officer | – | $0 |
| ED NADOLSKI | DIRECTOR- Trustee or director | – | $0 |
| KEITH POLLEK | DIRECTOR Trustee or director | – | $0 |
| JOHN SCHULTZ | DIRECTOR Trustee or director | – | $0 |
| JOHN THORNGATE | DIRECTOR Trustee or director | – | $0 |
| BRIAN WANASEK | DIRECTOR Trustee or director | – | $0 |
| JOEL WEIS | DIRECTOR-PRE Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 546, BURLINGTON, WI 53105-0546
- Principal officer (990 for 2025)
- BRAD LOIS, PO BOX 546, BURLINGTON, WI 53105
- Signed the 990
- LAURIE MILLER, DIRECTOR-TREASURER
- Phone
- (262) 763-9410
- Return prepared by
- EDWARDS GROUP CPAS SC
Mission
RENOVATION OF A COMMUNITY BUILDING AND THE IMPROVEMENT OF THE BURLINGTON COMMUNITY THROUGH INITIATIVES AND PHILANTHROPY.
Program accomplishments
- RENOVATION OF A COMMUNITY BUILDING AND THE IMPROVEMENT OF THE BURLINGTON COMMUNITY THROUGH INITIATIVES AND PHILANTHROPY.Expenses $516,485 · grants $363,396
- RENOVATION OF A COMMUNITY BUILDING AND THE IMPROVEMENT OF THE BURLINGTON COMMUNITY THROUGH INITIATIVES AND PHILANTHROPY.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1533139
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $9,018,725
- Income (IRS master file)
- $804,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $804,750 | $555,678 | $9,018,725 | XML |
| 990 | December 2024 | $585,274 | $444,183 | $8,769,653 | XML |
| 990 | December 2023 | $358,098 | $428,248 | $9,296,432 | XML |
| 990 | December 2022 | $289,996 | $359,064 | $8,609,913 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 26-1533139).
Questions about BURLINGTON COMMUNITY FUND LTD
- What is the EIN of BURLINGTON COMMUNITY FUND LTD?
- The employer identification number (EIN) of BURLINGTON COMMUNITY FUND LTD is 26-1533139.
- Is BURLINGTON COMMUNITY FUND LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BURLINGTON COMMUNITY FUND LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BURLINGTON COMMUNITY FUND LTD 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 BURLINGTON COMMUNITY FUND LTD due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BURLINGTON COMMUNITY FUND LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BURLINGTON COMMUNITY FUND LTD?
- The 990 for the year ended December 31, 2025 names BRAD LOIS.
- Who are the officers and directors of BURLINGTON COMMUNITY FUND LTD?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does BURLINGTON COMMUNITY FUND LTD have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $804,750, expenses of $555,678 and total assets of $9,018,725 at year end.
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All nonprofits in BURLINGTON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations