Nonprofit · EIN 38-3608004
WALLOON LAKE ASSOCIATION AND CONSERVANCY
Tax-exempt · WALLOON LAKE, MI 49796
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $931,365 | $686,930 | $244,435 | $13,619,211 | $238,914 | $13,380,297 |
| December 31, 2023 | 990 | $1,084,551 | $845,547 | $239,004 | $13,407,009 | $492,426 | $12,914,583 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $608,906
- Membership dues
- $91,969
- Program service revenue
- $0
- Investment income
- $292,823
- Net gain from sales of assets
- $133,698
- Net income from fundraising events
- -$3,166
- Net income from sales of inventory
- $29,195
- Other revenue
- $29,636
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $269,455
- Salaries, compensation and benefits (total)
- $316,995
- Professional fundraising fees
- $0
- Legal fees
- $710
- Accounting fees
- $43,377
- Occupancy
- $18,716
- Depreciation
- $1,770
- Program services (functional)
- $401,760
- Management and general (functional)
- $168,759
- Fundraising (functional)
- $116,411
Balance sheet and other
- Total assets, start of year
- $13,407,009
- Total assets, end of year
- $13,619,211
- Total liabilities, end of year
- $238,914
- Net assets, end of year
- $13,380,297
- Land, buildings and equipment
- $8,278,007
- Publicly traded securities
- $4,940,662
- Net assets without donor restrictions
- $9,863,907
- Net assets with donor restrictions
- $3,516,390
- Gross unrelated business income
- $29,195
- Gross receipts
- $1,301,790
- Employees
- 6
- Volunteers
- 83
- Year formed
- 2001
- State of legal domicile
- MI
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 |
|---|---|---|---|
| MARTY MAKINEN | PRESIDENT Trustee or director, Officer | 3 | $0 |
| BOB FLYNN | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| JOHN FETTIG | TREASURER Trustee or director, Officer | 2 | $0 |
| HOLLY ANGILERI | 2024 SECRETA Trustee or director, Officer | 2 | $0 |
| BETONY BRADDOCK | 2025 SECRETA Trustee or director, Officer | 2 | $0 |
| MARY ELLEN GEIST | TRUSTEE Trustee or director | 1 | $0 |
| LAUREL MCATEER | TRUSTEE Trustee or director | 1 | $0 |
| TOM SAELI | TRUSTEE Trustee or director | 1 | $0 |
| MARY ANN SMITH | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL HAYES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPHINE ROBERTS | 2023 EXEC. D Trustee or director | 40 | $113,952 | $3,384 |
| RUSSEL KITTLESON | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MARIANNE BARRY | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| MARTY MAKINEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| HOLLY ANGILERI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| GREGORY ADAMS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAN ANTALIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB FLYNN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY ELLEN GEIST | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAUREL MCATEER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GEORGE PECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TOM SAELI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN FETTIG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARY ANN SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4060 M 75 STE 102, WALLOON LAKE, MI 49796-0000
- In care of
- % ELIZABETH A LIEBERMAN
- Principal officer (990 for 2024)
- JON BREITHAUPT
- Signed the 990
- JON BREITHAUPT, EXECUTIVE DIRECTOR
- Phone
- (231) 535-6112
- Website
- WALLOON.ORG
- Return prepared by
- KLEPADLO WINNELL NUORALA PC
Mission
THE MISSION OF WALLOON LAKE ASSOCIATION AND CONSERVANCY IS TO CONSERVE, CARE FOR AND ENHANCE THE CONNECTION OF PEOPLE TO WALLOON LAKE AND ITS WATERSHED NOW, AND FOREVER.
Program accomplishments
- PRESERVING AND PROTECTING LAND AND WATER IN THE WALLOON LAKE WATERSHED, THROUGH LAND ACQUISITIONS, CONSERVATION EASEMENTS, LAND STEWARDSHIP, ENVIRONMENTAL EDUCATION AND COMMUNITY ENGAGEMENT AND OUTREACH.Expenses $401,760
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
- 38-3608004
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Food, agriculture and nutrition (K20)
- Assets (IRS master file)
- $13,619,211
- Income (IRS master file)
- $1,301,790
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $931,365 | $686,930 | $13,619,211 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,084,551 | $845,547 | $13,407,009 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,610,203 | $937,041 | $12,817,153 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | 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 38-3608004).
Questions about WALLOON LAKE ASSOCIATION AND CONSERVANCY
- What is the EIN of WALLOON LAKE ASSOCIATION AND CONSERVANCY?
- The employer identification number (EIN) of WALLOON LAKE ASSOCIATION AND CONSERVANCY is 38-3608004.
- Is WALLOON LAKE ASSOCIATION AND CONSERVANCY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WALLOON LAKE ASSOCIATION AND CONSERVANCY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALLOON LAKE ASSOCIATION AND CONSERVANCY 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 WALLOON LAKE ASSOCIATION AND CONSERVANCY 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 WALLOON LAKE ASSOCIATION AND CONSERVANCY 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 WALLOON LAKE ASSOCIATION AND CONSERVANCY?
- The 990 for the year ended December 31, 2024 names JON BREITHAUPT.
- Who are the officers and directors of WALLOON LAKE ASSOCIATION AND CONSERVANCY?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does WALLOON LAKE ASSOCIATION AND CONSERVANCY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $931,365, expenses of $686,930 and total assets of $13,619,211 at year end.
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