Nonprofit · EIN 39-1711388
COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC
Tax-exempt · JANESVILLE, WI 53545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,936,756 | $7,155,028 | $8,781,728 | $105,461,928 | $7,636,651 | $97,825,277 |
| June 30, 2024 | 990 | $9,712,688 | $6,343,362 | $3,369,326 | $92,270,332 | $6,958,358 | $85,311,974 |
| June 30, 2023 | 990 | $8,816,357 | $5,442,482 | $3,373,875 | $81,784,950 | $6,426,479 | $75,358,471 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,900,104
- of which government grants
- $1,187,064
- Program service revenue
- $1,017,146
- Investment income
- $6,954,866
- Net gain from sales of assets
- $4,249,941
- Net income from fundraising events
- $50,275
- Net income from gaming
- $14,365
- Other revenue
- $64,640
Expenses
- Grants and similar amounts paid
- $4,783,877
- Compensation of officers, directors and key employees
- $161,022
- Other salaries and wages
- $496,760
- Salaries, compensation and benefits (total)
- $784,942
- Professional fundraising fees
- $0
- Accounting fees
- $33,618
- Occupancy
- $51,396
- Travel
- $14,490
- Depreciation
- $1,476
- Program services (functional)
- $6,082,937
- Management and general (functional)
- $882,963
- Fundraising (functional)
- $189,128
Balance sheet and other
- Total assets, start of year
- $92,270,332
- Total assets, end of year
- $105,461,928
- Total liabilities, end of year
- $7,636,651
- Net assets, end of year
- $97,825,277
- Net assets without donor restrictions
- $97,425,465
- Net assets with donor restrictions
- $399,812
- Gross receipts
- $81,090,921
- Employees
- 14
- Volunteers
- 562
- Year formed
- 1991
- 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 | Other / benefits |
|---|---|---|---|---|
| WYATT JACKSON | PRESIDENT/CEO Officer | 40 | $139,583 | $14,898 |
| MARY JO VILLA | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SCOTT GELZER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| FRED KOSTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GINNY BEAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TODD SCHLUESCHE | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLE SWART | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| KELLY BAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIN OGDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM CRIPE | DIRECTOR (THRU OCT) Trustee or director | 1 | $0 | $0 |
| DAN WINTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON SPIELMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY NELSON | DIRECTOR (THRU OCT) Trustee or director | 1 | $0 | $0 |
| KIM MARKHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER PALZKILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM MIDDLETON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WYATT JACKSON | PRESIDENT/CEO Officer | 40 | $129,583 | $14,250 |
| TODD SCHLUESCHE | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MARY JO VILLA | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| FRED KOSTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GINNY BEAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| TIM MIDDLETON | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLE SWART | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| KELLY BAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIN OGDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM CRIPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN WINTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON SPIELMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL MAIR | DIRECTOR (THRU NOV 2023) Trustee or director | 2 | $0 | $0 |
| NANCY NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM MARKHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER PALZKILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SCOTT GELZER | DIRECTOR (BEG NOV 2023) Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WYATT JACKSON | PRESIDENT/CEO Officer | 40 | $118,750 | $13,450 |
| TIM MIDDLETON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| TODD SCHLUESCHE | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| PAUL MAIR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| GINNY BEAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ERIN OGDEN | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| ELLE SWART | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| KELLY BAUER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN DOWNING | DIRECTOR (THRU NOV 2022) Trustee or director | 1 | $0 | $0 |
| JIM CRIPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD BUSCH | DIRECTOR (THRU NOV 2022) Trustee or director | 1 | $0 | $0 |
| DAN WINTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RON SPIELMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER REVELS | DIRECTOR (THRU NOV 2022) Trustee or director | 1 | $0 | $0 |
| NANCY NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KIM MARKHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY JO VILLA | DIRECTOR (FROM NOV 2022) Trustee or director | 1 | $0 | $0 |
| JENNIFER PALZKILL | DIRECTOR (FROM NOV 2022) Trustee or director | 1 | $0 | $0 |
| FRED KOSTER | DIRECTOR (FROM NOV 2022) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 121 N PARKER DR, JANESVILLE, WI 53545-3000
- Principal officer (990 for 2024)
- WYATT JACKSON, 121 N PARKER DR, JANESVILLE, WI 53545
- Signed the 990
- WYATT JACKSON, PRESIDENT/CEO
- Phone
- (608) 758-0883
- Website
- WWW.CFSW.ORG
- Return prepared by
- WEGNER CPAS LLP
Mission
THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN, INC. IS A TAX-EXEMPT NOT-FOR-PROFIT PHILANTHROPIC GRANTING ORGANIZATION THAT MATCHES PERSONAL PHILANTHROPY WITH COMMUNITY NEEDS THROUGH GRANTS AND SCHOLARSHIPS FROM ENDOWED AND NON-ENDOWED FUNDS. THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN HAS BEEN RECOGNIZED AS MEETING THE HIGHEST STANDARDS FOR COMMUNITY FOUNDATIONS NATIONWIDE BY THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD. THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD MEASURES QUALITY, INTEGRITY AND ACCOUNTABILITY IN SIX KEY AREAS OF COMMUNITY FOUNDATION OPERATIONS: MISSION, STRUCTURE, AND GOVERNANCE; RESOURCE DEVELOPMENT; STEWARDSHIP AND ACCOUNTABILITY; GRANT MAKING AND COMMUNITY LEADERSHIP; DONOR RELATIONS; AND COMMUNICATIONS. THE COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD HAS REACCREDITED THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN UNTIL 2026.
Program accomplishments
- THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN CURRENTLY HAS 955 COMPONENT FUNDS SUPPORTING A VARIETY OF CHARITABLE INTERESTS INCLUDING THE ARTS, EDUCATION, THE ENVIRONMENT, HEALTH AND HUMAN SERVICES, AND HISTORIC PRESERVATION. DURING THE YEAR THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PROVIDED GRANTS TO MORE THAN 289 NONPROFIT ORGANIZATIONS TO SUPPORT THEIR CHARITABLE ACTIVITIES.Expenses $4,547,049 · grants $3,575,990 · revenue $760,326
- THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN ADMINISTERS A VARIETY OF SCHOLARSHIP FUNDS THAT WERE ESTABLISHED BY INDIVIDUALS, CIVIC ORGANIZATIONS, AND BUSINESSES THROUGHOUT OUR SERVICE AREA. EACH SCHOLARSHIP IS UNIQUE AND SUPPORTS STUDENTS WITH A VARIETY OF BACKGROUNDS, AGES, EDUCATIONAL GOALS, AND ECONOMIC LEVELS. DURING THE YEAR THE COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN PROVIDED SCHOLARSHIPS TO 471 STUDENTS FOR POST-SECONDARY EDUCATION.Expenses $1,535,888 · grants $1,207,887 · revenue $256,820
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
- 39-1711388
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $105,461,928
- Income (IRS master file)
- $81,090,921
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,936,756 | $7,155,028 | $105,461,928 | XML |
| 990 | June 2024 | $9,712,688 | $6,343,362 | $92,270,332 | IRS |
| 990 | June 2023 | $8,816,357 | $5,442,482 | $81,784,950 | XML |
| 990 | June 2022 | $12,866,517 | $4,893,247 | $72,404,533 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 39-1711388).
Questions about COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC
- What is the EIN of COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC is 39-1711388.
- Is COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 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 COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 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 COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN 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 COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC?
- The 990 for the year ended June 30, 2025 names WYATT JACKSON.
- Who are the officers and directors of COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $139,583 (WYATT JACKSON, PRESIDENT/CEO).
- How much revenue does COMMUNITY FOUNDATION OF SOUTHERN WISCONSIN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,936,756, expenses of $7,155,028 and total assets of $105,461,928 at year end.
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