Nonprofit · EIN 39-6046126
L E PHILLIPS FAMILY FOUNDATION INC
Tax-exempt · EAU CLAIRE, WI 54703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $5,967,627 | $6,264,324 | -$296,697 | $40,110,927 | -$2,862 | $40,113,789 |
| February 28, 2025 | 990-PF | $5,336,282 | $5,843,746 | -$507,464 | $40,404,611 | -$5,875 | $40,410,486 |
| February 29, 2024 | 990-PF | $5,577,812 | $5,967,706 | -$389,894 | $40,918,420 | $470 | $40,917,950 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $4,282,356
- Interest
- $1,685,258
- Net gain from sales of assets
- $13
Expenses
- Grants and similar amounts paid
- $6,096,170
- Compensation of officers, directors and key employees
- $66,700
- Disbursements for charitable purposes
- $6,111,076
- Excise tax on investment income
- $81,959
Balance sheet and other
- Total assets, start of year
- $40,404,611
- Total assets, end of year
- $40,110,927
- Total liabilities, end of year
- -$2,862
- Net assets, end of year
- $40,113,789
- Fair market value of assets
- $150,736,322
- Qualifying distributions
- $6,111,076
- Net investment income
- $5,967,627
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-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA NYHUS 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | ASST SEC, AS | 20 | $66,700 |
| MARYJO COHEN 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | PRESIDENT | 2 | $0 |
| RANDY F LIEBLE 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | VP, TREAS | 0.5 | $0 |
| JEFF MADSON 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | SEC, DIR | 0.5 | $0 |
| AMY ALPINE 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended February 28, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA NYHUS 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | ASST SEC, AS | 20 | $63,916 |
| MARYJO COHEN 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | PRESIDENT | 2 | $0 |
| RANDY F LIEBLE 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | VP, TREAS | 0 | $0 |
| JEFF MADSON 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | SEC, DIR | 0 | $0 |
| AMY ALPINE 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | DIRECTOR | 0 | $0 |
990-PF for the year ended February 29, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MELISSA NYHUS 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | ASST SEC, AS | 20 | $61,000 |
| MARYJO COHEN 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | PRESIDENT | 2 | $0 |
| RANDY F LIEBLE 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | VP, TREAS | 0 | $0 |
| JEFF MADSON 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | SEC, DIR | 0 | $0 |
| AMY ALPINE 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3925 N HASTINGS WAY, EAU CLAIRE, WI 54703-0485
- Signed the 990-PF
- MARYJO COHEN, PRESIDENT
- Phone
- (715) 839-2139
- Return prepared by
- NATIONAL PRESTO INDUSTRIES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6046126
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1959
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $40,110,927
- Income (IRS master file)
- $5,967,633
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $5,967,627 | $6,264,324 | $40,110,927 | XML |
| 990-PF | February 2025 | $5,336,282 | $5,843,746 | $40,404,611 | XML |
| 990-PF | February 2024 | $5,577,812 | $5,967,706 | $40,918,420 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | 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 39-6046126).
Questions about L E PHILLIPS FAMILY FOUNDATION INC
- What is the EIN of L E PHILLIPS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of L E PHILLIPS FAMILY FOUNDATION INC is 39-6046126.
- Is L E PHILLIPS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to L E PHILLIPS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does L E PHILLIPS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of L E PHILLIPS FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did L E PHILLIPS FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of L E PHILLIPS FAMILY FOUNDATION INC?
- The 990-PF for the year ended February 28, 2026 lists 5 people; 1 received compensation from the organization, the highest $66,700 (MELISSA NYHUS, ASST SEC, AS).
- How much revenue does L E PHILLIPS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $5,967,627, expenses of $6,264,324 and total assets of $40,110,927 at year end.
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