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Nonprofit · EIN 39-1225145

TFI FOUNDATION INC

Tax-exempt · MONONA, WI 53716

Financials

$1.6M$941K2023$1.2M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of TFI FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,210,343$1,121,834$88,509$6,383,299$1,778,958$4,604,341
December 31, 2023990-PF$1,631,538$940,961$690,577$6,377,758$1,864,821$4,512,937
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$16,230
Interest
$29,092
Net rental income
$740,239
Net gain from sales of assets
$67

Expenses

Grants and similar amounts paid
$202,000
Compensation of officers, directors and key employees
$201,366
Disbursements for charitable purposes
$391,768
Excise tax on investment income
$571

Balance sheet and other

Total assets, start of year
$6,377,758
Total assets, end of year
$6,383,299
Total liabilities, end of year
$1,778,958
Net assets, end of year
$4,604,341
Fair market value of assets
$6,453,510
Qualifying distributions
$391,768
Net investment income
$45,389

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
KEVIN FLOREK
5900 MONONA DR STE 300, MONONA, WI 537163561
CHIEF EXECUTIVE OFFICER30$105,247
STEPHEN LAWRENCE
5900 MONONA DR STE 300, MONONA, WI 537163561
CHIEF FINANCIAL OFFICER10$95,925
TOM SPITZ
5900 MONONA DR STE 300, MONONA, WI 537163561
CHAIR1$0
GEOFFREY MCCLOSKEY
5900 MONONA DR STE 300, MONONA, WI 537163561
SECRETARY/TREASURER1$0
JOSEPH THEISEN
5900 MONONA DR STE 300, MONONA, WI 537163561
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
KEVIN FLOREK
5900 MONONA DR STE 300, MONONA, WI 537163561
CHIEF EXECUTIVE OFFICER30$97,351
STEPHEN LAWRENCE
5900 MONONA DR STE 300, MONONA, WI 537163561
CHIEF FINANCIAL OFFICER10$88,163
MICHAEL FLOREK
5900 MONONA DR STE 300, MONONA, WI 537163561
CHAIR4$0
GEOFFREY MCCLOSKEY
5900 MONONA DR STE 300, MONONA, WI 537163561
SECRETARY/TREASURER1$0
JOSEPH THEISEN
5900 MONONA DR STE 300, MONONA, WI 537163561
DIRECTOR1$0

Address and contacts

Address (IRS master file)
5900 MONONA DR STE 300, MONONA, WI 53716-3561
In care of
% STEPHEN LAWRENCE
Signed the 990-PF
KEVIN FLOREK, CHIEF EXECUTIVE OFFICER
Phone
(608) 222-7311
Return prepared by
WEGNER 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
39-1225145
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
1980
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,383,299
Income (IRS master file)
$1,220,619

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,210,343$1,121,834$6,383,299IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$1,631,538$940,961$6,377,758XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 39-1225145).

Questions about TFI FOUNDATION INC

What is the EIN of TFI FOUNDATION INC?
The employer identification number (EIN) of TFI FOUNDATION INC is 39-1225145.
Is TFI FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to TFI FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TFI FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TFI 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 TFI 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 TFI FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 2 received compensation from the organization, the highest $105,247 (KEVIN FLOREK, CHIEF EXECUTIVE OFFICER).
How much revenue does TFI FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,210,343, expenses of $1,121,834 and total assets of $6,383,299 at year end.

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