Nonprofit · EIN 39-6026845
COVEY INC
Tax-exempt · OSHKOSH, WI 54901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,211,410 | $2,380,978 | -$169,568 | $4,914,266 | $797,998 | $4,116,268 |
| December 31, 2024 | 990 | $2,515,409 | $2,115,573 | $399,836 | $5,090,792 | $862,545 | $4,228,247 |
| December 31, 2023 | 990 | $1,713,513 | $1,891,755 | -$178,242 | $4,802,026 | $1,112,542 | $3,689,484 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $329,831
- of which government grants
- $68,785
- Program service revenue
- $1,651,618
- Investment income
- $228,775
- Net gain from sales of assets
- $173,918
- Other revenue
- $1,186
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $308,011
- Other salaries and wages
- $1,181,560
- Salaries, compensation and benefits (total)
- $1,687,503
- Professional fundraising fees
- $0
- Legal fees
- $130
- Accounting fees
- $22,135
- Occupancy
- $172,355
- Travel
- $7,282
- Depreciation
- $93,509
- Program services (functional)
- $1,855,103
- Management and general (functional)
- $509,942
- Fundraising (functional)
- $15,933
Balance sheet and other
- Total assets, start of year
- $5,090,792
- Total assets, end of year
- $4,914,266
- Total liabilities, end of year
- $797,998
- Net assets, end of year
- $4,116,268
- Land, buildings and equipment
- $1,670,561
- Publicly traded securities
- $1,271,756
- Net assets without donor restrictions
- $2,653,126
- Net assets with donor restrictions
- $1,463,142
- Gross receipts
- $2,245,995
- Employees
- 80
- Volunteers
- 71
- Year formed
- 1954
- 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 | Other / benefits |
|---|---|---|---|---|
| PAM SCHUTZ | CEO END 9/30 Officer | 40 | $125,145 | $3,754 |
| ANTHONY GONZALEZ | CEO BEG 10/1 Officer | 40 | $89,451 | $19,583 |
| BARBARA AUSTAD | CFO Officer | 40 | $68,115 | $1,964 |
| ALLISON BUCCIFERRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNE FIELDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HARRIET REDMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR REETZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MARY GIETMAN SCHELLINGER | PAST PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| CHERYL SINA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| REBECCA VAN SYCOC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EMMA THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHAD WADE | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAM SCHUTZ | CEO Officer | 40 | $121,500 | $3,645 |
| ANTHONY GONZALEZ | COO Officer | 40 | $84,622 | $14,267 |
| BARBARA AUSTAD | CFO Officer | 40 | $63,836 | $1,915 |
| ALLISON BUCCIFERRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HARRIET REDMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR REETZ | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MARY GIETMAN SCHELLINGER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHERYL SINA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| REBECCA VAN SYCOC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ADDIE TEETERS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EMMA THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOE THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHAD WADE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAM SCHUTZ | CEO Officer | 40 | $104,422 | $28,234 |
| BARBARA AUSTAD | CFO Officer | 40 | $61,051 | $1,832 |
| ALLISON BUCCIFERRO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TAYLOR REETZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY GIETMAN SCHELLINGER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHERYL SINA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| REBECCA VAN SYCOC | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOE THOMPSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRUCE VALK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHAD WADE | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2200 ALGOMA BLVD, OSHKOSH, WI 54901-1702
- Principal officer (990 for 2025)
- ANTHONY GONZALEZ, 2200 ALGOMA BLVD, OSHKOSH, WI 54901
- Signed the 990
- ANTHONY GONZALEZ, CEO BEG 10/1/25
- Phone
- (920) 424-4071
- Return prepared by
- VESTA CPAS SC
Mission
CREATING OPPORTUNITIES THAT FOSTER PERSONAL GROWTH.
Program accomplishments
- RESPITE: THIS PROGRAM OFFERS CAREGIVER RELIEF TO INDIVIDUALS CARING FOR A PERSON WITH A DISABILITY. RELIEF FROM CAREGIVING DUTIES PROVIDES AN OPPORTUNITY FOR THE CAREGIVER TO FOCUS ON THEIR OWN WELL-BEING AND SELF- CARE, PURSUE EMPLOYMENT, AND NURTURE OTHER RELATIONSHIPS THAT ARE IMPORTANT TO THEM. IN 2025, WE PROVIDED OVER 42,881.5 HOURS OF RESPITE TO ADULTS WITH DISABILITIES WITH EXPENSES TOTALING 770,485.Expenses $770,485 · revenue $1,634,840
- COMMUNITY PROGRAMS: OUR COMMUNITY-BASED PROGRAMS CONSIST OF COMMUNITY BASED ADULT DAY SERVICES, COVEY CONNECTS, HEALTHY RELATIONSHIPS, AND I CAN SHINE BIKE CAMP. THESE PROGRAMS PROVIDE OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES TO GAIN NEW SKILLS AND DEVELOP A SOCIAL NETWORK THAT FOSTERS A SENSE OF CONNECTEDNESS. OUR COMMUNITY-BASED PROGRAMS ARE DESIGNED TO SUPPORT INDIVIDUALS AS THEY BUILD SKILLS AND GAIN CONFIDENCE WHILE NAVIGATING THE BROADER COMMUNITY. THE EXPENSE FOR THIS PROGRAM IN 2025 WAS 267,249.Expenses $267,249 · revenue $16,778
- RESIDENTIAL SERVICES/ADULT FAMILY HOMES: EACH HOME IS THE HOME TO 4 UNRELATED INDIVIDUALS WITH DEVELOPMENTAL OR INTELLECTUAL DISABILITIES. THEY RECEIVE CARE, SUPERVISION, AND SERVICES ABOVE THE LEVEL OF ROOM AND BOARD. IN 2025, WE SERVED 12 INDIVIDUALS IN 3 HOMES, WITH EXPENSES TOTALING 817,367.Expenses $817,369
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
- 39-6026845
- 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
- 1957
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G23Z)
- Assets (IRS master file)
- $4,914,266
- Income (IRS master file)
- $2,245,995
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $1,713,513 | $1,891,755 | $4,802,026 | IRS |
| 990 | December 2022 | $1,334,341 | $1,529,602 | $4,426,581 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about COVEY INC
- What is the EIN of COVEY INC?
- The employer identification number (EIN) of COVEY INC is 39-6026845.
- Is COVEY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to COVEY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COVEY 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 COVEY 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 COVEY 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 COVEY INC?
- The 990 for the year ended December 31, 2025 names ANTHONY GONZALEZ.
- Who are the officers and directors of COVEY INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 3 received compensation from the organization, the highest $125,145 (PAM SCHUTZ, CEO END 9/30).
- How much revenue does COVEY INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,211,410, expenses of $2,380,978 and total assets of $4,914,266 at year end.
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