Nonprofit · EIN 39-1543060
UMHOEFER FOUNDATION INC
Tax-exempt · MARSHFIELD, WI 54449
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $631,999 | $438,096 | $193,903 | $3,009,251 | $0 | $3,009,251 |
| December 31, 2024 | 990-PF | $382,282 | $356,791 | $25,491 | $2,815,182 | $0 | $2,815,182 |
| December 31, 2023 | 990-PF | $252,913 | $343,786 | -$90,873 | $2,790,177 | $0 | $2,790,177 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $249,219
- Dividends
- $128,774
- Net gain from sales of assets
- $254,006
Expenses
- Grants and similar amounts paid
- $396,392
- Compensation of officers, directors and key employees
- $30,276
- Disbursements for charitable purposes
- $403,961
- Excise tax on investment income
- $4,962
Balance sheet and other
- Total assets, start of year
- $2,815,182
- Total assets, end of year
- $3,009,251
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,009,251
- Fair market value of assets
- $11,733,528
- Qualifying distributions
- $403,961
- Net investment income
- $382,780
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL UMHOEFER 306 HAWTHORN AVENUE, MARSHFIELD, WI 54449 | PRESIDENT | 1 | $0 |
| RICHARD UMHOEFER 518 WEST PARK STREET, MARSHFIELD, WI 54449 | VICE PRESIDENT | 1 | $0 |
| THOMAS UMHOEFER 400 S CHESTNUT AVENUE, MARSHFIELD, WI 54449 | SECRETARY/TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL UMHOEFER 306 HAWTHORN AVENUE, MARSHFIELD, WI 54449 | PRESIDENT | 1 | $0 |
| RICHARD UMHOEFER 518 WEST PARK STREET, MARSHFIELD, WI 54449 | VICE PRESIDENT | 1 | $0 |
| THOMAS UMHOEFER 1000 WEST STATE STREET, MARSHFIELD, WI 54449 | SECRETARY/TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL UMHOEFER 306 HAWTHORN AVENUE, MARSHFIELD, WI 54449 | PRESIDENT | 1 | $0 |
| RICHARD UMHOEFER 518 WEST PARK STREET, MARSHFIELD, WI 54449 | VICE PRESIDENT | 1 | $0 |
| THOMAS UMHOEFER 1000 WEST STATE STREET, MARSHFIELD, WI 54449 | SECRETARY/TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 400 S CHESTNUT AVE, MARSHFIELD, WI 54449-2726
- Signed the 990-PF
- THOMAS UMHOEFER, SECRETARY/TREASURER
- Phone
- (715) 389-7281
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1543060
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,009,251
- Income (IRS master file)
- $923,014
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $631,999 | $438,096 | $3,009,251 | IRS |
| 990-PF | December 2024 | $382,282 | $356,791 | $2,815,182 | IRS |
| 990-PF | December 2023 | $252,913 | $343,786 | $2,790,177 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 39-1543060).
Questions about UMHOEFER FOUNDATION INC
- What is the EIN of UMHOEFER FOUNDATION INC?
- The employer identification number (EIN) of UMHOEFER FOUNDATION INC is 39-1543060.
- Is UMHOEFER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to UMHOEFER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does UMHOEFER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of UMHOEFER FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UMHOEFER FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of UMHOEFER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does UMHOEFER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $631,999, expenses of $438,096 and total assets of $3,009,251 at year end.
Other nonprofits in MARSHFIELD
- SECURITY HEALTH PLAN OF WISCONSIN INC EIN 39-1572880 · last filed 990 for 2024
- MCHS HOSPITALS INC EIN 81-0977948 · last filed 990 for 2024
- MARSHFIELD CLINIC INC EIN 39-0452970 · last filed 990 for 2024
- MARSHFIELD CLINIC HEALTH SYSTEM INC EIN 46-1495343 · last filed 990 for 2024
- LAKEVIEW MEDICAL CENTER INC OF RICE LAKE EIN 39-0837206 · last filed 990 for 2024
- FAMILY HEALTH CENTER OF MARSHFIELD INC EIN 39-1681547 · last filed 990 for 2024
- SANFORD HEALTH FOUNDATION MARSHFIELD CLINIC INC EIN 81-2822823 · last filed 990 for 2024
- MARSHFIELD AREA YMCA INC EIN 39-1557086 · last filed 990 for 2025