Nonprofit · EIN 39-1847142
KIWANIS HERITAGE INC
Tax-exempt · EAST TROY, WI 53120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $811,585 | $750,901 | $60,684 | $2,507,726 | $2,870,518 | -$362,792 |
| December 31, 2024 | 990 | $803,414 | $626,030 | $177,384 | $2,503,574 | $2,919,886 | -$416,312 |
| December 31, 2023 | 990 | $761,470 | $689,146 | $72,324 | $2,406,792 | $2,989,583 | -$582,791 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $782,856
- Investment income
- $28,729
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,861
- Occupancy
- $226,081
- Travel
- $396
- Depreciation
- $144,971
- Program services (functional)
- $685,255
- Management and general (functional)
- $65,646
Balance sheet and other
- Total assets, start of year
- $2,503,574
- Total assets, end of year
- $2,507,726
- Total liabilities, end of year
- $2,870,518
- Net assets, end of year
- -$362,792
- Land, buildings and equipment
- $1,855,974
- Net assets without donor restrictions
- -$362,792
- Gross receipts
- $811,585
- Employees
- 0
- Year formed
- 1994
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEN KESSELHON | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA JEFFRIES | DIRECTOR Trustee or director | 1 | $0 |
| BARB JONES | DIRECTOR Trustee or director | 1 | $0 |
| AMY MARKHAM | DIRECTOR Trustee or director | 1 | $0 |
| ERIC KRAMER | TREASURER Trustee or director, Officer | 2 | $0 |
| JAN ROSTKOWSKI | SECRETARY Trustee or director, Officer | 2 | $0 |
| TERRY DIGNAN | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CANDACE PORTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEN KESSELHON | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA JEFFRIES | DIRECTOR Trustee or director | 1 | $0 |
| MAROLYN KOMPERUD | DIRECTOR Trustee or director | 1 | $0 |
| BARB JONES | DIRECTOR Trustee or director | 1 | $0 |
| AMY MARKHAM | DIRECTOR Trustee or director | 1 | $0 |
| ERIC KRAMER | TREASURER Trustee or director, Officer | 2 | $0 |
| JAN ROSTKOWSKI | SECRETARY Trustee or director, Officer | 2 | $0 |
| TERRY DIGNAN | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CANDACE PORTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEN KESSELHON | DIRECTOR Trustee or director | 1 | $0 |
| BARBARA JEFFRIES | DIRECTOR Trustee or director | 1 | $0 |
| MAROLYN KOMPERUD | DIRECTOR Trustee or director | 1 | $0 |
| BARB JONES | DIRECTOR Trustee or director | 1 | $0 |
| AMY MARKHAM | DIRECTOR Trustee or director | 1 | $0 |
| ERIC KRAMER | TREASURER Trustee or director, Officer | 2 | $0 |
| JAN ROSTKOWSKI | SECRETARY Trustee or director, Officer | 2 | $0 |
| TERRY DIGNAN | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| CANDACE PORTER | PRESIDENT Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3223 NORTH STREET, EAST TROY, WI 53120-1181
- In care of
- % OAKBROOK CORPORATION
- Principal officer (990 for 2025)
- CANDACE PORTER, 3223 NORTH STREET, EAST TROY, WI 53120
- Signed the 990
- CANDACE PORTER, PRESIDENT
- Phone
- (262) 642-4800
- Website
- HERITAGEEASTTROY.COM
- Return prepared by
- PATRICK W ROMENESKO SC
Mission
THE ORGANIZATION WAS FORMED FOR THE PURPOSE OF PROVIDING A 50-UNIT SENIOR HOUSING FACILITY IN EAST TROY, WISCONSIN, KNOWN AS HERITAGE EAST TROY.
Program accomplishments
- THE ORGANIZATION PROVIDES A 50-UNIT SENIOR HOUSING FACILITY IN EAST TROY, WISCONSIN, KNOWN AS HERITAGE EAST TROY.Expenses $685,255 · revenue $782,856
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1847142
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $2,507,726
- Income (IRS master file)
- $811,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $811,585 | $750,901 | $2,507,726 | XML |
| 990 | December 2024 | $803,414 | $626,030 | $2,503,574 | XML |
| 990 | December 2023 | $761,470 | $689,146 | $2,406,792 | XML |
| 990 | December 2022 | $704,979 | $689,024 | $2,390,285 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 39-1847142).
Questions about KIWANIS HERITAGE INC
- What is the EIN of KIWANIS HERITAGE INC?
- The employer identification number (EIN) of KIWANIS HERITAGE INC is 39-1847142.
- Is KIWANIS HERITAGE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to KIWANIS HERITAGE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KIWANIS HERITAGE 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 KIWANIS HERITAGE 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 KIWANIS HERITAGE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of KIWANIS HERITAGE INC?
- The 990 for the year ended December 31, 2025 names CANDACE PORTER.
- Who are the officers and directors of KIWANIS HERITAGE INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does KIWANIS HERITAGE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $811,585, expenses of $750,901 and total assets of $2,507,726 at year end.
Other nonprofits in EAST TROY
- TIMBER LEE MINISTRIES INC EIN 39-0989783 · last filed 990 for 2025
- MICHAEL FIELDS AGRICULTURAL INSTITUTE INC EIN 39-1449246 · last filed 990 for 2024
- EAST TROY RAILROAD MUSEUM INC EIN 51-0174355 · last filed 990 for 2024
- BLOOM360 LEARNING COMMUNITY INC EIN 47-5536116 · last filed 990 for 2025
- CBTM INTERNATIONAL INC EIN 27-1817873 · last filed 990 for 2025
- INLAND LAKE YACHTING ASSOCIATION INC EIN 39-1083870 · last filed 990 for 2024
- TANNER-PAULL POST 120 OF THE AMERICAN LEGION MEMORIAL BUILDING EIN 23-7244343 · last filed 990 for 2026
- CLIMBING TREE CHILD CARE AND FAMILY EDUCATION CENTER INC EIN 41-2234850 · last filed 990 for 2024
All nonprofits in EAST TROY · Wisconsin · Housing and shelter