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Nonprofit · EIN 39-1037370

SENTRY INSURANCE FOUNDATION INC

Tax-exempt · STEVENS POINT, WI 54481

Financials

$7.4M$6.2M2023$6.5M$7.3M2024
Revenue Expenses · by fiscal year end
Financials of SENTRY INSURANCE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,492,864$7,320,758-$827,894$9,913,920$2,188,422$7,725,498
December 31, 2023990-PF$7,447,335$6,170,807$1,276,528$9,132,755$579,363$8,553,392
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$6,185,520
Interest
$309,145
Net gain from sales of assets
-$1,801

Expenses

Grants and similar amounts paid
$7,304,649
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,304,649
Excise tax on investment income
$4,257

Balance sheet and other

Total assets, start of year
$9,132,755
Total assets, end of year
$9,913,920
Total liabilities, end of year
$2,188,422
Net assets, end of year
$7,725,498
Fair market value of assets
$9,913,920
Qualifying distributions
$7,304,649
Net investment income
$309,145

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
PETER MCPARTLAND
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR / VICE PRESIDENT0$0
TIMOTHY KOVAC
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
SECRETARY0$0
TODD SCHROEDER
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR / TREASURER0$0
ELISHA WILLIAMS
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR0$0
KALYNN PEMPEK
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
EXECUTIVE DIRECTOR0$0
JAMES MCDONALD
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR0$0
STEPHANIE SMITH
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR / PRESIDENT0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
PETER MCPARTLAND
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR / VICE PRESIDENT0$0
TIMOTHY KOVAC
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
SECRETARY0$0
TODD SCHROEDER
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR / TREASURER0$0
ELISHA WILLIAMS
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR0$0
KALYNN PEMPEK
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
EXECUTIVE DIRECTOR0$0
JAMES MCDONALD
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR0$0
STEPHANIE SMITH
1800 NORTH POINT DRIVE, STEVENS POINT, WI 54481
DIRECTOR / PRESIDENT0$0

Address and contacts

Address (IRS master file)
1800 N POINT DR, STEVENS POINT, WI 54481-1253
Signed the 990-PF
TODD SCHROEDER, OFFICER
Phone
(715) 346-7636
Return prepared by
HAWKINS ASH CPAS 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 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
39-1037370
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$9,913,920
Income (IRS master file)
$12,678,384

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,492,864$7,320,758$9,913,920XML
990-PFDecember 2023$7,447,335$6,170,807$9,132,755XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 39-1037370).

Questions about SENTRY INSURANCE FOUNDATION INC

What is the EIN of SENTRY INSURANCE FOUNDATION INC?
The employer identification number (EIN) of SENTRY INSURANCE FOUNDATION INC is 39-1037370.
Is SENTRY INSURANCE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SENTRY INSURANCE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SENTRY INSURANCE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of SENTRY INSURANCE FOUNDATION INC 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 SENTRY INSURANCE FOUNDATION INC 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 SENTRY INSURANCE FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does SENTRY INSURANCE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,492,864, expenses of $7,320,758 and total assets of $9,913,920 at year end.

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