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Nonprofit · EIN 41-2091039

CONGREGATIONAL FOUNDATION INC

Tax-exempt · OAK CREEK, WI 53154

Financials

$1.4M$487K2023$1M$520K2024
Revenue Expenses · by fiscal year end
Financials of CONGREGATIONAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$1,014,248$520,343$493,905$15,182,012$0$15,182,012
March 31, 2024990$1,355,812$487,108$868,704$14,662,670$79,206$14,583,464
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$218,253
Program service revenue
$0
Investment income
$795,995
Net gain from sales of assets
$381,106
Other revenue
$0

Expenses

Grants and similar amounts paid
$278,320
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$14,963
Travel
$166
Program services (functional)
$295,461
Management and general (functional)
$224,882

Balance sheet and other

Total assets, start of year
$14,662,670
Total assets, end of year
$15,182,012
Total liabilities, end of year
$0
Net assets, end of year
$15,182,012
Publicly traded securities
$14,965,165
Net assets without donor restrictions
$90,661
Net assets with donor restrictions
$15,091,351
Gross receipts
$1,014,248
Employees
0
Volunteers
6
Year formed
2003
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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
VARNUM PHILBROOKSECRETARY
Trustee or director, Officer
1$0
LAURA HAMBYPRESIDENT
Trustee or director, Officer
1$0
KEVIN GROMLEYTREASURER
Trustee or director, Officer
1$0
ROBERT SMITHVICE PRESIDENT
Trustee or director, Officer
1$0
RICHARD DAVISBOARD MEMBER
Trustee or director
1$0
SANDRA LEONARDBOARD MEMBER
Trustee or director
1$0
REBEKAH BARSCHBOARD MEMBER
Trustee or director
1$0
CHERLY MILNESBOARD MEMBER
Trustee or director
1$0
990 for the year ended March 31, 2024: 6 people
NameTitleHours / weekCompensation
VARNUM PHILBROOKSECRETARY
Trustee or director, Officer
1$0
LAURA HAMBYPRESIDENT
Trustee or director, Officer
1$0
KEVIN GROMLEYTREASURER
Trustee or director, Officer
1$0
ROBERT SMITHVICE PRESIDENT
Trustee or director, Officer
1$0
RICHARD DAVISBOARD MEMBER
Trustee or director
1$0
SANDRA LEONARDBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
8473 S HOWELL AVE, OAK CREEK, WI 53154-2922
In care of
% THOMAS RICHARD
Principal officer (990 for 2024)
KEVIN GROMLEY, 8473 S HOWELL AVENUE, OAK CREEK, WI 53154
Signed the 990
KEVIN GROMLEY, TREASURER
Phone
(800) 262-1620
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO SUPPORT THE ACTIVITIES AND AFFILIATED CHURCHES OF THE CORPORATION FOR THE NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE UNITED STATES.

990 for the year ended March 31, 2025

Program accomplishments

  • TO SUPPORT THE ACTIVITIES AND AFFILIATED CHURCHES OF THE CORPORATION FOR THE NATIONAL ASSOCIATION OF CONGREGATIONAL CHRISTIAN CHURCHES OF THE UNITED STATES
    Expenses $295,461 · grants $278,320

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
41-2091039
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2019
Accounting year ends
March
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$15,182,012
Income (IRS master file)
$1,014,248

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$1,014,248$520,343$15,182,012XML
990March 2024$1,355,812$487,108$14,662,670XML
990March 2023$502,458$545,413$12,341,732IRS
990March 2022$528,778$325,935$13,539,882IRS
990March 2021–––IRS
990March 2020–––IRS
990March 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 41-2091039).

Questions about CONGREGATIONAL FOUNDATION INC

What is the EIN of CONGREGATIONAL FOUNDATION INC?
The employer identification number (EIN) of CONGREGATIONAL FOUNDATION INC is 41-2091039.
Is CONGREGATIONAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to CONGREGATIONAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does CONGREGATIONAL 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 CONGREGATIONAL FOUNDATION INC due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CONGREGATIONAL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of CONGREGATIONAL FOUNDATION INC?
The 990 for the year ended March 31, 2025 names KEVIN GROMLEY.
Who are the officers and directors of CONGREGATIONAL FOUNDATION INC?
The 990 for the year ended March 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does CONGREGATIONAL FOUNDATION INC have?
On its 990 for the year ended March 31, 2025 it reported revenue of $1,014,248, expenses of $520,343 and total assets of $15,182,012 at year end.

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