Nonprofit · EIN 39-6220899
FORT ATKINSON COMMUNITY FOUNDATION
Tax-exempt · FORT ATKINSON, WI 53538
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,882,547 | $5,465,238 | -$2,582,691 | $41,905,451 | $2,919,527 | $38,985,924 |
| June 30, 2024 | 990 | $2,100,892 | $1,143,331 | $957,561 | $39,692,452 | $1,060,182 | $38,632,270 |
| June 30, 2023 | 990 | $1,080,379 | $942,322 | $138,057 | $34,862,486 | $966,519 | $33,895,967 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,840,333
- Program service revenue
- $0
- Investment income
- $1,042,214
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $5,101,676
- Compensation of officers, directors and key employees
- $83,529
- Other salaries and wages
- $5,129
- Salaries, compensation and benefits (total)
- $96,938
- Professional fundraising fees
- $0
- Accounting fees
- $11,449
- Occupancy
- $3,000
- Program services (functional)
- $5,101,676
- Management and general (functional)
- $363,562
Balance sheet and other
- Total assets, start of year
- $39,692,452
- Total assets, end of year
- $41,905,451
- Total liabilities, end of year
- $2,919,527
- Net assets, end of year
- $38,985,924
- Publicly traded securities
- $40,406,705
- Net assets without donor restrictions
- $5,929,207
- Net assets with donor restrictions
- $33,056,717
- Gross receipts
- $2,882,547
- Employees
- 2
- Volunteers
- 0
- Year formed
- 1973
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY KOEHLER | PAST CHAIRMAN Trustee or director, Officer | 3 | $0 |
| LISA CARAS | CHAIRMAN Trustee or director, Officer | 3 | $0 |
| JAMES SCHULENBURG | VICE CHAIRMAN Trustee or director, Officer | 3 | $0 |
| BONNIE GEYER | TREASURER Trustee or director, Officer | 3 | $0 |
| ROBERT CASSIDAY | SECRETARY Trustee or director, Officer | 3 | $0 |
| WHITNEY TOWNSEND | DIRECTOR Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREMIER BANK | TRUSTEE Institutional trustee | 1 | $165,626 |
| BADGER BANK | TRUSTEE Institutional trustee | 1 | $25,886 |
| SALLY KOEHLER | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| LISA CARAS | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 |
| JAMES SCHULENBURG | TREASURER Trustee or director, Officer | 0 | $0 |
| BONNIE GEYER | SECRETARY Trustee or director, Officer | 0 | $0 |
| ROBERT CASSIDEY | DIRECTOR Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PREMIER BANK | TRUSTEE Institutional trustee | 1 | $150,317 |
| BADGER BANK | TRUSTEE Institutional trustee | 1 | $19,770 |
| SUE JOHNSON | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| SALLY KOEHLER | VICE CHAIRMAN Trustee or director, Officer | 0 | $0 |
| LISA CARAS | TREASURER Trustee or director, Officer | 0 | $0 |
| JAMES SCHULENBURG | SECRETARY Trustee or director, Officer | 0 | $0 |
| BONNIE GEYER | DIRECTOR Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 244 N MAIN ST, FORT ATKINSON, WI 53538-1829
- In care of
- % FORT ATKINSON COMMUNITY FOUNDATIO
- Principal officer (990 for 2024)
- LISA CARAS, N1655 POEPPEL LANE, FORT ATKINSON, WI 53538
- Signed the 990
- LISA CARAS, CHAIRMAN
- Phone
- (920) 563-3210
- Website
- WWW.FORTFOUNDATION.ORG
- Return prepared by
- MBE CPAS LLP
Mission
TO RECEIVE DONATIONS FOR EDUCATIONAL, CULTURAL, CHARITABLE, OR BENEVOLENT PURPOSES AND USE THEM TO BENEFIT OUR RESIDENTS AND ENHANCE THE QUALITY OF LIFE IN THE FORT ATKINSON AREA
Program accomplishments
- THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND EQUIPMENT, BUT NOT OPERATING EXPENSES.Expenses $5,101,676 · grants $5,101,676
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6220899
- 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
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31Z)
- Assets (IRS master file)
- $41,905,451
- Income (IRS master file)
- $2,882,547
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,882,547 | $5,465,238 | $41,905,451 | XML |
| 990 | June 2024 | $2,100,892 | $1,143,331 | $39,692,452 | XML |
| 990 | June 2023 | $1,080,379 | $942,322 | $34,862,486 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 39-6220899).
Questions about FORT ATKINSON COMMUNITY FOUNDATION
- What is the EIN of FORT ATKINSON COMMUNITY FOUNDATION?
- The employer identification number (EIN) of FORT ATKINSON COMMUNITY FOUNDATION is 39-6220899.
- Is FORT ATKINSON COMMUNITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to FORT ATKINSON COMMUNITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORT ATKINSON COMMUNITY FOUNDATION 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 FORT ATKINSON COMMUNITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORT ATKINSON COMMUNITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FORT ATKINSON COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names LISA CARAS.
- Who are the officers and directors of FORT ATKINSON COMMUNITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does FORT ATKINSON COMMUNITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,882,547, expenses of $5,465,238 and total assets of $41,905,451 at year end.
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All nonprofits in FORT ATKINSON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations