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Nonprofit · EIN 33-1020940

SARLI FAMILY FOUNDATION

Tax-exempt · OVERLAND PARK, KS 66210

Financials

$2.5M$1.9M2023$1.5M$2M2024$1.9M$2M2025
Revenue Expenses · by fiscal year end
Financials of SARLI FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,932,625$2,035,418-$102,793$18,674,811$0$18,674,811
December 31, 2024990-PF$1,536,233$1,968,332-$432,099$18,777,878$0$18,777,878
December 31, 2023990-PF$2,535,344$1,939,209$596,135$19,195,046$0$19,195,046
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,151,571
Interest
$100,639
Net gain from sales of assets
$680,415

Expenses

Grants and similar amounts paid
$1,805,000
Compensation of officers, directors and key employees
$18,000
Disbursements for charitable purposes
$1,829,200
Excise tax on investment income
$24,314

Balance sheet and other

Total assets, start of year
$18,777,878
Total assets, end of year
$18,674,811
Total liabilities, end of year
$0
Net assets, end of year
$18,674,811
Fair market value of assets
$38,450,338
Qualifying distributions
$1,829,200
Net investment income
$1,932,625

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.

NameTitleHours / weekCompensation
LISA WEHRLE
10201 HOWE LANE, LEAWOOD, KS 66206
DIRECTOR2$18,000
MELINDA WEHRLE
11408 CAMBRIDGE ROAD, LEAWOOD, KS 66211
DIRECTOR0$0
W RODGER MARSH JR
11011 KING ST SUITE 240, OVERLAND PARK, KS 66210
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
LISA WEHRLE
9511 MEADOW LANE, LEAWOOD, KS 66206
DIRECTOR2$18,000
MELINDA WEHRLE
11408 CAMBRIDGE ROAD, LEAWOOD, KS 66211
DIRECTOR0$0
W RODGER MARSH JR
11011 KING ST SUITE 240, OVERLAND PARK, KS 66210
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
LISA WEHRLE
9511 MEADOW LANE, LEAWOOD, KS 66206
DIRECTOR2$18,000
MELINDA WEHRLE
11408 CAMBRIDGE ROAD, LEAWOOD, KS 66211
DIRECTOR0$0
W RODGER MARSH JR
11011 KING ST SUITE 240, OVERLAND PARK, KS 66210
DIRECTOR0$0

Address and contacts

Address (IRS master file)
11011 KING STREET, OVERLAND PARK, KS 66210-1213
In care of
% W R MARSH CPA TREAS
Signed the 990-PF
W RODGER MARSH JR, SECRETARY/TREASURER
Phone
(913) 362-5856
Return prepared by
W Rodger Marsh CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-1020940
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$18,674,811
Income (IRS master file)
$2,476,473

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,932,625$2,035,418$18,674,811IRS
990-PFDecember 2024$1,536,233$1,968,332$18,777,878IRS
990-PFDecember 2023$2,535,344$1,939,209$19,195,046XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 33-1020940).

Questions about SARLI FAMILY FOUNDATION

What is the EIN of SARLI FAMILY FOUNDATION?
The employer identification number (EIN) of SARLI FAMILY FOUNDATION is 33-1020940.
Is SARLI FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to SARLI FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SARLI FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SARLI FAMILY FOUNDATION 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 SARLI FAMILY FOUNDATION 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 SARLI FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $18,000 (LISA WEHRLE, DIRECTOR).
How much revenue does SARLI FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,932,625, expenses of $2,035,418 and total assets of $18,674,811 at year end.

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