Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-4729463

CJ LOMAS RECOVERY FOUNDATION U A

Tax-exempt · FRANKLIN, WI 53132

Financials

$70K$47K2022$59K$88K2023$89K$79K2024
Revenue Expenses · by fiscal year end
Financials of CJ LOMAS RECOVERY FOUNDATION U A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$89,336$79,449$9,887$29,713$0$29,714
December 31, 2023990-PF$59,118$87,787-$28,669$19,827$0$19,827
December 31, 2022990-PF$70,294$46,671$23,623$48,495$0$48,495
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$89,336

Expenses

Grants and similar amounts paid
$56,630
Disbursements for charitable purposes
$56,630

Balance sheet and other

Total assets, start of year
$19,827
Total assets, end of year
$29,713
Total liabilities, end of year
$0
Net assets, end of year
$29,714
Qualifying distributions
$56,630

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
SUSAN CALVANICO
N34 W23109 CIRCLE RIDGE RD 104, PEWAUKEE, WI 53072
SECRETARY0$0
MARY BETH STEFFAENS
12212 W WHITAKER AVE, GREENFIELD, WI 53228
TREASURER0$0
CHARLES H LOMAS JR
7871 S SCEPTER DR 6, FRANKLIN, WI 53132
VICE PRESIDE0$0
PATTI LOMAS
7871 S SCEPTOR DR 6, FRANKLIN, WI 53132
PRESIDENT0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SUSAN CALVANICO
N34 W23109 CIRCLE RIDGE RD 104, PEWAUKEE, WI 53072
SECRETARY0$0
MARY BETH STEFFAENS
12212 W WHITAKER AVE, GREENFIELD, WI 53228
TREASURER0$0
CHARLES H LOMAS JR
7871 S SCEPTER DR 6, FRANKLIN, WI 53132
VICE PRESIDE0$0
PATTI LOMAS
7871 S SCEPTOR DR 6, FRANKLIN, WI 53132
PRESIDENT0$0
990-PF for the year ended December 31, 2022: 4 people
NameTitleHours / weekCompensation
SUSAN CALVANICO
N34 W23109 CIRCLE RIDGE RD 104, PEWAUKEE, WI 53072
SECRETARY0$0
MARY BETH STEFFAENS
12212 W WHITAKER AVE, GREENFIELD, WI 53228
TREASURER0$0
CHARLES H LOMAS JR
7871 S SCEPTER DR 6, FRANKLIN, WI 53132
VICE PRESIDE0$0
PATTI LOMAS
7871 S SCEPTOR DR 6, FRANKLIN, WI 53132
PRESIDENT0$0

Address and contacts

Address (IRS master file)
7871 S SCEPTER DR APT 6, FRANKLIN, WI 53132-2258
In care of
% PATTI R LOMAS
Signed the 990-PF
PATTI LOMAS, PRESIDENT
Phone
(414) 254-9199
Return prepared by
SPRUCE CPA SC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4729463
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$29,713
Income (IRS master file)
$89,336

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$89,336$79,449$29,713XML
990-PFDecember 2023$59,118$87,787$19,827XML
990-PFDecember 2022$70,294$46,671$48,495XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 36-4729463).

Questions about CJ LOMAS RECOVERY FOUNDATION U A

What is the EIN of CJ LOMAS RECOVERY FOUNDATION U A?
The employer identification number (EIN) of CJ LOMAS RECOVERY FOUNDATION U A is 36-4729463.
Is CJ LOMAS RECOVERY FOUNDATION U A tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to CJ LOMAS RECOVERY FOUNDATION U A tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CJ LOMAS RECOVERY FOUNDATION U A file?
Form 990-PF. Private foundations file every year.
When is the next return of CJ LOMAS RECOVERY FOUNDATION U A 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 CJ LOMAS RECOVERY FOUNDATION U A last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CJ LOMAS RECOVERY FOUNDATION U A?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does CJ LOMAS RECOVERY FOUNDATION U A have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $89,336, expenses of $79,449 and total assets of $29,713 at year end.

Other nonprofits in FRANKLIN

All nonprofits in FRANKLIN · Wisconsin · Philanthropy, voluntarism and grantmaking foundations