Skip to main content

Nonprofit · EIN 39-1757617

KAUKAUNA ALUMNI FOUNDATION LTD

Tax-exempt (reinstated) · MENASHA, WI 54952

Financials

$47K$55K2023$119K$55K2024$172K$79K2025
Revenue Expenses · by fiscal year end
Financials of KAUKAUNA ALUMNI FOUNDATION LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$171,526$79,394$92,132$520,160$0$520,160
December 31, 2024990-EZ$119,231$54,966$64,265$459,812–$459,812
December 31, 2023990-EZ$47,308$54,959-$7,651$376,491–$376,491
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$75,089
Program service revenue
$0
Investment income
$96,437
Net gain from sales of assets
$92,126
Other revenue
$0

Expenses

Grants and similar amounts paid
$40,500
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$41,189
Management and general (functional)
$9,105
Fundraising (functional)
$29,100

Balance sheet and other

Total assets, start of year
$459,812
Total assets, end of year
$520,160
Total liabilities, end of year
$0
Net assets, end of year
$520,160
Net assets without donor restrictions
$520,160
Gross receipts
$171,526
Employees
0
Volunteers
11
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JANET LENZ SAGERDirector
Trustee or director
5$0
KELLY KOSHALEK-RIEHLPresident
Trustee or director, Officer
4$0
BRIAN ROEBKEVice President
Trustee or director, Officer
10$0
JOE JACOBSONTreasurer
Trustee or director, Officer
5$0
ELLYN VERBETEN SACHSSecretary
Trustee or director, Officer
5$0
GIOVANNA RUSSO FELLERDirector
Trustee or director
5$0
SUE WEIGMAN GERTZDirector
Trustee or director
2$0
KRISTINE LANDREMANChairman
Trustee or director
2$0
BETSY DIEDRICH BROOKSDirector
Trustee or director
5$0
BILL NEWHOUSEDirector
Trustee or director
5$0
CARLA BORREE ZACHARIASDirector
Trustee or director
4$0
990-EZ for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
JOE JACOBSONTreasurer5$599
GIOVANNA RUSSO FELLERDirector5$599
BILL NEWHOUSEDirector5$100
JANET LENZ SAGERDirector5$0
KELLY KOSHALEK-RIEHLPresident4$0
BRIAN ROEBKEVice President10$0
ELLYN VERBETEN SACHSSecretary5$0
SUE WEIGMAN GERTZDirector2$0
KRISTINE LANDREMANChairman2$0
BETSY DIEDRICH BROOKSDirector5$0
CARLA BORREE ZACHARIASDirector4$0
990-EZ for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
JOE JACOBSONTreasurer5$599
GIOVANNA RUSSO FELLERDirector5$599
JEAN SCHMITZ PROMERDirector5$599
SAL SCHMIDTChairman5$0
KELLY KOSHALEK-RIEHLPresident4$0
BRIAN ROEBKEVice President10$0
ELLYN VERBETEN SACHSSecretary5$0
SUE WEIGMAN GERTZDirector2$0
KRISTINE LANDREMANDirector2$0
LANA VANDER LOOP SHULSEDirector5$0
CARLA BORREE ZACHARIASDirector4$0

Address and contacts

Address (IRS master file)
879 CYGNET CT, MENASHA, WI 54952-1836
In care of
% JOE JACOBSON
Signed the 990
JOE JACOBSON, Treasurer
Phone
(920) 740-8680
Return prepared by
Lauren Van Ryzin

Mission

KAUKAUNA ALUMNI FOUNDATION IS A SMALL NON-PROFIT ORGANIZATION DESIGNED TO PROMOTE CAMARADERIE THROUGH ANNUAL CLASS REUNIONS AND COMMUNICATION ALONG WITH RAISING MONEY FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS; IT IS A FOUNDAION THAT KEEPS ALUMNI FROM KAUKAUNA HIGH SCHOOL CONNECTED TO EACH OTHER, THEIR SCHOOL, AND COMMUNITY.

990 for the year ended December 31, 2025

Program accomplishments

  • PROMOTE CAMARADERIE THROUGH ANNUAL CLASS REUNIONS AND COMMUNICATION ALONG WITH RAISING MONEY FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS; IT IS A FOUNDATION THAT KEEPS ALUMNI FROM KAUKAUNA HIGH SCHOOL CONNECTED TO EACH OTHER, THEIR SCHOOL, AND COMMUNITY. IN 2025 27 SCHOLARSHIPS WERE AWARDED TO STUDENTS.
    Expenses $41,189 · grants $40,500

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 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, 2026990 on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
39-1757617
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
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$520,160
Income (IRS master file)
$171,526

Revocation and reinstatement

Exemption revoked
May 15, 2013
Posted by the IRS
August 12, 2013
Reinstated
Effective May 15, 2013

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$171,526$79,394$520,160IRS
990-EZDecember 2024$119,231$54,966$459,812IRS
990-EZDecember 2023$47,308$54,959$376,491XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 39-1757617).

Questions about KAUKAUNA ALUMNI FOUNDATION LTD

What is the EIN of KAUKAUNA ALUMNI FOUNDATION LTD?
The employer identification number (EIN) of KAUKAUNA ALUMNI FOUNDATION LTD is 39-1757617.
Is KAUKAUNA ALUMNI FOUNDATION LTD tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
Are donations to KAUKAUNA ALUMNI FOUNDATION LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does KAUKAUNA ALUMNI FOUNDATION LTD 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 KAUKAUNA ALUMNI FOUNDATION LTD 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 KAUKAUNA ALUMNI FOUNDATION LTD last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of KAUKAUNA ALUMNI FOUNDATION LTD?
The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does KAUKAUNA ALUMNI FOUNDATION LTD have?
On its 990 for the year ended December 31, 2025 it reported revenue of $171,526, expenses of $79,394 and total assets of $520,160 at year end.

Other nonprofits in MENASHA

All nonprofits in MENASHA · Wisconsin · Philanthropy, voluntarism and grantmaking foundations