Nonprofit · EIN 36-3678906
WLCFS INVESTMENT CORPORATION
Tax-exempt · GERMANTOWN, WI 53022
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $576,395 | $1,419,243 | -$842,848 | $5,733,563 | $0 | $5,733,563 |
| December 31, 2023 | 990 | $161,156 | $1,184,287 | -$1,023,131 | $6,428,942 | $0 | $6,428,942 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $576,395
- Net gain from sales of assets
- $390,914
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,336,315
- Management and general (functional)
- $23,141
- Fundraising (functional)
- $59,787
Balance sheet and other
- Total assets, start of year
- $6,428,942
- Total assets, end of year
- $5,733,563
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,733,563
- Publicly traded securities
- $3,728,732
- Net assets without donor restrictions
- $4,400,271
- Net assets with donor restrictions
- $1,333,292
- Gross receipts
- $5,820,166
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK KLUG | CEO Officer | 40 | $0 | $163,345 | $25,978 |
| BRANDON HAYES | SENIOR CLINICAL DIRECTOR Trustee or director | 40 | $0 | $117,689 | $24,043 |
| MARC DEVILLERS | DIRECTOR OF FINANCE Officer | 40 | $0 | $122,675 | $15,160 |
| ASHLEY SCHOOF | SENIOR CLINICAL DIRECTOR Trustee or director | 40 | $0 | $110,204 | $23,305 |
| DAVID EGELSEER | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ANDY OTT | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HEIDI WITZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JODI BUROW | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK KLUG | CEO Officer | 40 | $0 | $153,702 | $23,887 |
| BRANDON HAYES | SENIOR CLINICAL DIRECTOR Trustee or director | 40 | $0 | $107,626 | $21,826 |
| MARC DEVILLERS | DIRECTOR OF FINANCE Officer | 40 | $0 | $116,822 | $11,222 |
| ASHLEY SCHOOF | SENIOR CLINICAL DIRECTOR Trustee or director | 40 | $0 | $100,096 | $21,444 |
| DAVID EGELSEER | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRAD MICHEL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| HEIDI WITZ | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JODI BUROW | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- W175N11120 STONEWOOD DR, GERMANTOWN, WI 53022-4799
- Principal officer (990 for 2024)
- DAVID EGELSEER, W175 N11120 STONEWOOD DRIVE, GERMANTOWN, WI 53022
- Signed the 990
- DAVID EGELSEER, PRESIDENT
- Phone
- (262) 345-5538
- Return prepared by
- VRAKAS SC
Mission
ADVANCING THE MISSION OF WISCONSIN LUTHERAN CHILD AND FAMILY SERVICES BY INVESTMENT MANAGEMENT AND PROVIDE FINANCIAL SUPPORT AND BENEFIT TO WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC., A 501(C)(3) ORGANIZATION, IN FULFILLING ITS CHARITABLE AND RELIGIOUS PURPOSES.
Program accomplishments
- PROVIDE FINANCIAL SUPPORT AND BENEFIT TO WISCONSIN LUTHERAN CHILD & FAMILY SERVICE, INC, IN FULLFILLING ITS CHARITABLE AND RELIGIOUS PURPOSES BY FUNDRAISING AND INVESTMENT MANAGEMENT.Expenses $1,336,315
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 | Not 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
- 36-3678906
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P110)
- Assets (IRS master file)
- $5,733,563
- Income (IRS master file)
- $5,820,166
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $576,395 | $1,419,243 | $5,733,563 | XML |
| 990 | December 2023 | $161,156 | $1,184,287 | $6,428,942 | XML |
| 990 | December 2022 | -$280,481 | $1,451,511 | $6,969,994 | 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 36-3678906).
Questions about WLCFS INVESTMENT CORPORATION
- What is the EIN of WLCFS INVESTMENT CORPORATION?
- The employer identification number (EIN) of WLCFS INVESTMENT CORPORATION is 36-3678906.
- Is WLCFS INVESTMENT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to WLCFS INVESTMENT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does WLCFS INVESTMENT CORPORATION 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 WLCFS INVESTMENT CORPORATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WLCFS INVESTMENT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WLCFS INVESTMENT CORPORATION?
- The 990 for the year ended December 31, 2024 names DAVID EGELSEER.
- Who are the officers and directors of WLCFS INVESTMENT CORPORATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does WLCFS INVESTMENT CORPORATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $576,395, expenses of $1,419,243 and total assets of $5,733,563 at year end.
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