Nonprofit · EIN 39-6081099
SHOREWOOD FOUNDATION INC
Tax-exempt · SHOREWOOD, WI 53211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $310,041 | $278,500 | $31,541 | $6,185,369 | $6,820 | $6,178,549 |
| December 31, 2023 | 990 | $338,246 | $247,771 | $90,475 | $5,699,206 | $7,918 | $5,691,288 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $62,074
- Program service revenue
- $0
- Investment income
- $247,967
- Net gain from sales of assets
- $141,042
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $206,259
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,400
- Program services (functional)
- $278,500
Balance sheet and other
- Total assets, start of year
- $5,699,206
- Total assets, end of year
- $6,185,369
- Total liabilities, end of year
- $6,820
- Net assets, end of year
- $6,178,549
- Publicly traded securities
- $6,074,757
- Net assets without donor restrictions
- $4,043,158
- Net assets with donor restrictions
- $2,135,391
- Gross receipts
- $310,041
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1964
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE REEVE | PRESIDENT Trustee or director | 5 | $0 |
| DOUGLAS ARMSTRONG | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| BECKY DUBIN JENKINS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| KAREN MAIERLE | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| PATRICK KESSENICH | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| MELISSA MARSCHKA | SECRETARY Trustee or director | 1 | $0 |
| REBECCA OSBORN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| CHRISTA SHIELDS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| JOSEPH POPALISKY | TREASURER Trustee or director | 1 | $0 |
| Marit Harm | Board of Directors Trustee or director | 1 | $0 |
| Megann Hendrix | Board of Directors Trustee or director | 1 | $0 |
| Tom Pilarzyk | Board of Directors Trustee or director | 1 | $0 |
| Kimberly Schreiber | Board of Directors Trustee or director | 1 | $0 |
| Natraj Shanker | Board of Directors Trustee or director | 1 | $0 |
| Christine Sweda | Board of Directors Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK KESSENICH | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| MELISSA MARSCHKA | SECRETARY Trustee or director | 1 | $0 |
| REBECCA OSBORN | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| CHRISTA SHIELDS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| ALAN PURINTUN | TREASURER Trustee or director, Officer | 5 | $0 |
| JEAN CASEY | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| JAMIE REEVE | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| SADHNA LINDVALL | PRESIDENT Trustee or director | 1 | $0 |
| DOUGLAS ARMSTRONG | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| FRANK CUMBERBATCH | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| BECKY DUBIN JENKINS | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| KAREN MAIERLE | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
| MARY MCCORMICK | BOARD OF DIRECTORS Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4230 N OAKLAND AVE 307, SHOREWOOD, WI 53211-2042
- Principal officer (990 for 2024)
- JOE POPALISKY, 4230 N OAKLAND 307, SHOREWOOD, WI 53211
- Signed the 990
- JOE POPALISKY, TREASURER
- Phone
- (414) 745-4929
- Website
- WWW.SHOREWOODFOUNDATION.ORG
- Return prepared by
- Terrence Rice CPA
Mission
TO PROVIDE A WAY FOR SHOREWOOD RESIDENTS AND FRIENDS TO SUPPORT THE COMMUNITY INSTITUTIONS, FACILITIES, AND SERVICES
Program accomplishments
- TO PROVIDE A WAY FOR SHOREWOOD RESIDENTS AND FRIENDS TO SUPPORT THE COMMUNITY INSTITUTIONS, FACILITIES, AND SERVICESExpenses $278,500 · grants $206,259 · revenue $62,518
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 | Not 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
- 39-6081099
- 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
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,185,369
- Income (IRS master file)
- $310,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $310,041 | $278,500 | $6,185,369 | XML |
| 990 | December 2023 | $338,246 | $247,771 | $5,699,206 | XML |
| 990 | December 2022 | $21,998 | $170,622 | $5,023,233 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 39-6081099).
Questions about SHOREWOOD FOUNDATION INC
- What is the EIN of SHOREWOOD FOUNDATION INC?
- The employer identification number (EIN) of SHOREWOOD FOUNDATION INC is 39-6081099.
- Is SHOREWOOD FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to SHOREWOOD FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHOREWOOD FOUNDATION 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 SHOREWOOD FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHOREWOOD FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SHOREWOOD FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names JOE POPALISKY.
- Who are the officers and directors of SHOREWOOD FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does SHOREWOOD FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $310,041, expenses of $278,500 and total assets of $6,185,369 at year end.
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