Nonprofit · EIN 31-1257219
MATHILE FAMILY FOUNDATION
Tax-exempt · DAYTON, OH 45402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $9,327,341 | $20,646,970 | -$11,319,629 | $291,943,534 | $2,966,518 | $288,977,016 |
| November 30, 2023 | 990-PF | $4,058,921 | $17,349,220 | -$13,290,299 | $265,287,607 | $1,482,357 | $263,805,250 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $6,767,609
- Dividends
- $2,559,732
Expenses
- Grants and similar amounts paid
- $16,547,029
- Compensation of officers, directors and key employees
- $84,000
- Salaries, compensation and benefits (total)
- $1,000,121
- Disbursements for charitable purposes
- $18,413,401
- Excise tax on investment income
- $160,616
Balance sheet and other
- Total assets, start of year
- $265,287,607
- Total assets, end of year
- $291,943,534
- Total liabilities, end of year
- $2,966,518
- Net assets, end of year
- $288,977,016
- Fair market value of assets
- $291,943,534
- Qualifying distributions
- $18,413,401
- Net investment income
- $14,465,753
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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIPPY UNGERLEIDER 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM DIRECTOR Highest-paid employee | 40 | $287,773 | $29,082 |
| MARY LYNN NAUGHTON 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM DIRECTOR Highest-paid employee | 40 | $178,379 | $38,908 |
| ALLISON VERYSER 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM OFFICER Highest-paid employee | 40 | $152,526 | $33,454 |
| EMILY HUGHES 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | GRANTMAKING MANAGER Highest-paid employee | 40 | $137,119 | $35,490 |
| ANNIE NELSON 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM OFFICER Highest-paid employee | 40 | $124,030 | $34,794 |
| FRANCIS J BUTLER 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | BOARD MEMBER, TRUSTEE | 1 | $12,000 | $0 |
| ELLIE FREY ZAGEL 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | BOARD MEMBER, TRUSTEE | 1 | $12,000 | $0 |
| ANNA LADEN 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TRUSTEE | 1 | $12,000 | $0 |
| ABIGAIL LADEN 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TRUSTEE | 1 | $12,000 | $0 |
| MAUREEN PRIKKEL 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TRUSTEE | 1 | $12,000 | $0 |
| TINA MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | SECRETARY | 1 | $8,000 | $0 |
| MICHELLE MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TREASURER | 1 | $8,000 | $0 |
| TIMOTHY MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | CO-CHAIR, PRESIDENT, TRUST | 20 | $8,000 | $0 |
| FATHER LARRY HEMMELGARN 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | BOARD MEMBER, TRUSTEE | 1 | $0 | $0 |
| JILL M BARBER 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | VICE PRESIDENT | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID R WICKHAM 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | ASSISTANT SECRETARY | 1 | $0 |
| MARY A MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | CO-CHAIR, CEO, TRUSTEE | 10 | $0 |
990-PF for the year ended November 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY LYNN NAUGHTON 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM DIRECTOR Highest-paid employee | 40 | $187,440 | $37,233 |
| KIPPY UNGERLEIDER 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM DIRECTOR Highest-paid employee | 40 | $187,198 | $26,171 |
| ALLISON VERYSER 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | PROGRAM OFFICER Highest-paid employee | 40 | $107,925 | $27,450 |
| EMILY HUGHES 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | GRANTMAKING MANAGER Highest-paid employee | 40 | $100,227 | $33,948 |
| KRISTINE LANCASTER 6450 SAND LAKE ROAD STE 100, DAYTON, OH 45414 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $75,962 | $13,596 |
| TIMOTHY MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | CO-CHAIR, PRESIDENT, TRUST | 20 | $33,945 | $0 |
| FRANCIS J BUTLER 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | BOARD MEMBER, TRUSTEE | 1 | $12,000 | $0 |
| ELLIE FREY ZAGEL 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | BOARD MEMBER, TRUSTEE | 1 | $12,000 | $0 |
| TINA MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | SECRETARY | 1 | $8,000 | $0 |
| MICHELLE MATHILE AS OF 82023 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TREASURER | 1 | $8,000 | $0 |
| ABIGAIL LADEN AS OF 82023 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TRUSTEE | 1 | $8,000 | $0 |
| MAUREEN PRIKKEL AS OF 82023 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TRUSTEE | 1 | $8,000 | $0 |
| ANNA LADEN AS OF 82023 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TRUSTEE | 1 | $4,000 | $0 |
| MARY A MATHILE 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | CO-CHAIR, CEO, TRUSTEE | 10 | $0 | $0 |
| FATHER LARRY HEMMELGARN 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | BOARD MEMBER, TRUSTEE | 1 | $0 | $0 |
| JILL M BARBER 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | VICE PRESIDENT | 1 | $0 | $0 |
| DAVID R WICKHAM 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | ASSISTANT SECRETARY | 1 | $0 | $0 |
| CLAYTON L MATHILE DECEASED 82023 6450 SAND LAKE ROAD SUITE 200, DAYTON, OH 45414 | TREASURER | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 431 E 3RD ST, DAYTON, OH 45402-2116
- Signed the 990-PF
- TIMOTHY MATHILE, CO-CHAIR
- Phone
- (937) 454-9158
- Return prepared by
- DELOITTE TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1257219
- 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
- 1989
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $291,943,534
- Income (IRS master file)
- $30,895,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $9,327,341 | $20,646,970 | $291,943,534 | XML |
| 990-T | November 2024 | – | – | – | IRS |
| 990-PF | November 2023 | $4,058,921 | $17,349,220 | $265,287,607 | XML |
| 990-T | November 2023 | – | – | – | IRS |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-T | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-T | November 2021 | – | – | – | IRS |
| 990-PF | November 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 31-1257219).
Questions about MATHILE FAMILY FOUNDATION
- What is the EIN of MATHILE FAMILY FOUNDATION?
- The employer identification number (EIN) of MATHILE FAMILY FOUNDATION is 31-1257219.
- Is MATHILE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to MATHILE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MATHILE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MATHILE FAMILY FOUNDATION due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MATHILE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of MATHILE FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2024 lists 17 people; 13 received compensation from the organization, the highest $287,773 (KIPPY UNGERLEIDER, PROGRAM DIRECTOR).
- How much revenue does MATHILE FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $9,327,341, expenses of $20,646,970 and total assets of $291,943,534 at year end.
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