Nonprofit · EIN 39-1601440
MENASHA EDUCATION FUND INC
Tax-exempt · MENASHA, WI 54952
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $64,209 | $48,126 | $16,083 | $815,209 | $0 | $815,209 |
| June 30, 2024 | 990 | $18,939 | $41,130 | -$22,191 | $799,126 | $0 | $799,126 |
| June 30, 2023 | 990 | $27,591 | $36,662 | -$9,071 | $821,317 | $0 | $821,317 |
| June 30, 2022 | 990 | $73,375 | $47,979 | $25,396 | $830,388 | $0 | $830,388 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,011
- Program service revenue
- $0
- Investment income
- $58,193
- Net gain from sales of assets
- $30,230
- Other revenue
- $5
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,592
- Program services (functional)
- $35,873
- Management and general (functional)
- $12,253
Balance sheet and other
- Total assets, start of year
- $799,126
- Total assets, end of year
- $815,209
- Total liabilities, end of year
- $0
- Net assets, end of year
- $815,209
- Gross receipts
- $232,151
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- State of legal domicile
- WI
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE WERLEY | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| MARK MAYER | VICE-CHAIR Trustee or director, Officer | 0 | $0 |
| CHRIS VANDERHEYDEN | TREASURER Trustee or director, Officer | 0 | $0 |
| CHAD BRUECHERT | DIRECTOR Trustee or director | 0 | $0 |
| BEN ADAMS | DIRECTOR Trustee or director | 0 | $0 |
| VICKI BOKELMAN | DIRECTOR Trustee or director | 0 | $0 |
| ERIC GLAD | DIRECTOR Trustee or director | 0 | $0 |
| ALYSSA GULLIXON | DIRECTOR Trustee or director | 0 | $0 |
| ANJULI MILLSPAW | DIRECTOR Trustee or director | 0 | $0 |
| MATT ZIMMERMAN | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE WERLEY | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| MARK MAYER | VICE-CHAIR Trustee or director, Officer | 0 | $0 |
| CHRIS VANDERHEYDEN | TREASURER Trustee or director, Officer | 0 | $0 |
| CHAD BRUECHERT | DIRECTOR Trustee or director | 0 | $0 |
| BEN ADAMS | DIRECTOR Trustee or director | 0 | $0 |
| VICKI BOKELMAN | DIRECTOR Trustee or director | 0 | $0 |
| ERIC GLAD | DIRECTOR Trustee or director | 0 | $0 |
| ALYSSA GULLIXON | DIRECTOR Trustee or director | 0 | $0 |
| ANJULI MILLSPAW | DIRECTOR Trustee or director | 0 | $0 |
| MATT ZIMMERMAN | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE WERLEY | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CHRIS VANDERHEYDEN | SECRETARY Trustee or director, Officer | 0 | $0 |
| CHAD BRUECHERT | TREASURER Trustee or director, Officer | 0 | $0 |
| BEN ADAMS | DIRECTOR Trustee or director | 0 | $0 |
| MARK MAYER | DIRECTOR Trustee or director | 0 | $0 |
| VICKI BOKELMAN | DIRECTOR Trustee or director | 0 | $0 |
| ERIC GLAD | DIRECTOR Trustee or director | 0 | $0 |
| ALYSSA GULLIXON | DIRECTOR Trustee or director | 0 | $0 |
| ANJULI MILLSPAW | DIRECTOR Trustee or director | 0 | $0 |
| ROB KONITZER | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE WERLEY | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CHRIS VANDERHEYDEN | SECRETARY Trustee or director, Officer | 0 | $0 |
| CHAD BRUECHERT | TREASURER Trustee or director, Officer | 0 | $0 |
| BEN ADAMS | DIRECTOR Trustee or director | 0 | $0 |
| MARK MAYER | DIRECTOR Trustee or director | 0 | $0 |
| VICKI BOKELMAN | DIRECTOR Trustee or director | 0 | $0 |
| ERIC GLADE | DIRECTOR Trustee or director | 0 | $0 |
| ALYSSA GULLIXON | DIRECTOR Trustee or director | 0 | $0 |
| ANJULI MILLSPAW | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- W6967 FIRELANE 3, MENASHA, WI 54952-9428
- Principal officer (990 for 2024)
- SUE WERLEY, 1522 E CAPITOL DRIVE, APPLETON, WI 54911
- Signed the 990
- SUE WERLEY, CHAIRPERSON
- Phone
- (920) 729-0245
- Website
- WWW.MENASHAEDUCATIONFUND.ORG
- Return prepared by
- HAWKINS ASH CPAS LLP
Mission
MENASHA EDUCATION FUND PROMOTES EDUCATIONAL EXCELLENCE IN MENASHA WISCONSIN BY PROVIDING GRANTS AND SCHOLARSHIPS FOR STUDENTS AND TEACHERS.IN THE CURRENT YEAR, THE ORGANIZATION GRANTED $35,873 OF SCHOLARSHIPS TO SEVERAL STUDENTS AND TEACHERS IN THE MENASHA JOINT SCHOOL DISTRICT.
Program accomplishments
- BECAUSE OF GIFTS RECEIVED, THE ORGANIZATION WAS ABLE TO CONTINUE TO MEET THEIR CHARITABLE OBJECTIVES.Expenses $35,873
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1601440
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $815,209
- Income (IRS master file)
- $232,151
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $64,209 | $48,126 | $815,209 | XML |
| 990 | June 2024 | $18,939 | $41,130 | $799,126 | XML |
| 990 | June 2023 | $27,591 | $36,662 | $821,317 | XML |
| 990 | June 2022 | $73,375 | $47,979 | $830,388 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 39-1601440).
Questions about MENASHA EDUCATION FUND INC
- What is the EIN of MENASHA EDUCATION FUND INC?
- The employer identification number (EIN) of MENASHA EDUCATION FUND INC is 39-1601440.
- Is MENASHA EDUCATION FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MENASHA EDUCATION FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MENASHA EDUCATION FUND INC 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 MENASHA EDUCATION FUND INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MENASHA EDUCATION FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MENASHA EDUCATION FUND INC?
- The 990 for the year ended June 30, 2025 names SUE WERLEY.
- Who are the officers and directors of MENASHA EDUCATION FUND INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does MENASHA EDUCATION FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $64,209, expenses of $48,126 and total assets of $815,209 at year end.
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