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Nonprofit · EIN 39-1497812

HARTFORD HERITAGE INCORPORATED

Tax-exempt · HARTFORD, WI 53027

Financials

$336K$221K2023$338K$241K2024
Revenue Expenses · by fiscal year end
Financials of HARTFORD HERITAGE INCORPORATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$338,347$240,789$97,558$3,382,313$3,709$3,378,604
September 30, 2024990-PF$335,541$220,931$114,610$3,255,739$2,197$3,253,542
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$49,474
Dividends
$41,506
Net rental income
$115,320
Net gain from sales of assets
$39,744
Other income
$88,650

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$50,000
Salaries, compensation and benefits (total)
$43,996
Disbursements for charitable purposes
$136,405
Excise tax on investment income
$1,938

Balance sheet and other

Total assets, start of year
$3,255,739
Total assets, end of year
$3,382,313
Total liabilities, end of year
$3,709
Net assets, end of year
$3,378,604
Fair market value of assets
$3,966,376
Qualifying distributions
$136,405
Net investment income
$156,826

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAWN BONDHUS MUELLER
147 N RURAL STREET, HARTFORD, WI 53027
EXECUTIVE DI40$50,000
MICHAEL MALLY
147 N RURAL STREET, HARTFORD, WI 53027
PRESIDENT1$0
DAVID LEFEBER
147 N RURAL STREET, HARTFORD, WI 53027
VICE PRESIDE1$0
RICK DIETZLER
147 N RURAL STREET, HARTFORD, WI 53027
TREASURER1$0
DOUG KISSEL
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
GEORGE BEYER
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
TIM PURMAN
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
PETER RASMUSSEN
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
TOM HOSTAD
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
GLEN CASETTA
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
990-PF for the year ended September 30, 2024: 10 people
NameTitleHours / weekCompensation
DAWN BONDHUS MUELLER
147 N RURAL STREET, HARTFORD, WI 53027
EXECUTIVE DI40$49,519
MICHAEL MALLY
147 N RURAL STREET, HARTFORD, WI 53027
PRESIDENT1$0
DAVID LEFEBER
147 N RURAL STREET, HARTFORD, WI 53027
VICE PRESIDE1$0
RICK DIETZLER
147 N RURAL STREET, HARTFORD, WI 53027
TREASURER1$0
DOUG KISSEL
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
GEORGE BEYER
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
TIM PURMAN
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
PETER RASMUSSEN
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
TOM HOSTAD
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0
GLEN CASETTA
147 N RURAL STREET, HARTFORD, WI 53027
DIRECTOR1$0

Address and contacts

Address (IRS master file)
147 N RURAL ST, HARTFORD, WI 53027-1407
Signed the 990-PF
RICK DIETZLER, TREASURER
Phone
(262) 673-7999
Return prepared by
KIECKHAFER DIETZLER HAUSER HANSON 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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
39-1497812
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1984
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$3,382,313
Income (IRS master file)
$516,745

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$338,347$240,789$3,382,313XML
990-PFSeptember 2024$335,541$220,931$3,255,739XML
990-PFSeptember 2023$243,558$210,354$2,970,561IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2018–––IRS
990-PFSeptember 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 39-1497812).

Questions about HARTFORD HERITAGE INCORPORATED

What is the EIN of HARTFORD HERITAGE INCORPORATED?
The employer identification number (EIN) of HARTFORD HERITAGE INCORPORATED is 39-1497812.
Is HARTFORD HERITAGE INCORPORATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to HARTFORD HERITAGE INCORPORATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does HARTFORD HERITAGE INCORPORATED file?
Form 990-PF. Private foundations file every year.
When is the next return of HARTFORD HERITAGE INCORPORATED due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARTFORD HERITAGE INCORPORATED last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of HARTFORD HERITAGE INCORPORATED?
The 990-PF for the year ended September 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $50,000 (DAWN BONDHUS MUELLER, EXECUTIVE DI).
How much revenue does HARTFORD HERITAGE INCORPORATED have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $338,347, expenses of $240,789 and total assets of $3,382,313 at year end.

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