Nonprofit · EIN 81-3565570
INCLUSA INC
Tax-exempt · STEVENS POINT, WI 54481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,946,615 | $6,468,183 | $9,478,432 | $224,037,348 | $2,610,883 | $221,426,465 |
| December 31, 2023 | 990 (amended) | $439,011,900 | $347,317,690 | $91,694,210 | $209,516,984 | $90,325 | $209,426,659 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $637,152
- Investment income
- $14,875,852
- Net rental income
- $433,611
- Net gain from sales of assets
- $11,243,201
- Other revenue
- $433,611
Expenses
- Grants and similar amounts paid
- $4,732,798
- Compensation of officers, directors and key employees
- $185,374
- Other salaries and wages
- $138,235
- Salaries, compensation and benefits (total)
- $392,403
- Professional fundraising fees
- $0
- Legal fees
- $29,581
- Accounting fees
- $141,320
- Occupancy
- $386,713
- Travel
- $654
- Depreciation
- $185,253
- Program services (functional)
- $5,080,603
- Management and general (functional)
- $1,387,580
Balance sheet and other
- Total assets, start of year
- $209,516,984
- Total assets, end of year
- $224,037,348
- Total liabilities, end of year
- $2,610,883
- Net assets, end of year
- $221,426,465
- Land, buildings and equipment
- $6,649,166
- Publicly traded securities
- $83,435,358
- Net assets without donor restrictions
- $221,426,465
- Gross receipts
- $15,946,615
- Employees
- 4
- Volunteers
- 10
- Year formed
- 2016
- 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 | Other / benefits |
|---|---|---|---|---|
| CANDISE MILLER | FOUNDATION EXECUTIVE DIRECTOR Officer | 40 | $132,386 | $44,171 |
| STEVE MCCARTHY | PRESIDENT Trustee or director, Officer | 2 | $1,100 | $0 |
| RON CARNEY | SECRETARY Trustee or director, Officer | 1 | $1,100 | $0 |
| JOAN FORDHAM | TREASURER Trustee or director, Officer | 1 | $1,100 | $0 |
| JOHN HALBEIB | DIRECTOR Trustee or director | 1 | $1,100 | $0 |
| TARA JOHNSON | DIRECTOR Trustee or director | 1 | $1,100 | $0 |
| KAREN LUMB | DIRECTOR Trustee or director | 1 | $1,100 | $0 |
| KEN DAY | VICE PRESIDENT Trustee or director, Officer | 1 | $1,000 | $0 |
| KEN CORNISH | DIRECTOR (TERMED JUL-24) Trustee or director | 1 | $700 | $0 |
| JOHN KRIESEL | DIRECTOR (TERMED JUN-24) Trustee or director | 1 | $600 | $0 |
| MARK HILLIKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK HILLIKER | CHIEF EXECUTIVE OFFICER Officer | 40 | $615,081 | $57,322 |
| TIM GARRITY | CHIEF INNOVATION OFFICER Officer | 40 | $361,001 | $55,158 |
| PATRICK HENNEGER | CHIEF LEGAL OFFICER Officer | 40 | $354,936 | $53,877 |
| JOSHUA JANDRAIN | CHIEF INFORMATION OFFICER Officer | 40 | $343,902 | $58,577 |
| JANNA DUFFY | CHIEF OPERATIONS OFFICER Officer | 40 | $364,675 | $14,556 |
| JASON TAYLOR | CHIEF FINANCIAL OFFICER Officer | 40 | $363,675 | $12,929 |
| KRISTOPHER KUBNICK | CHIEF COMMUNITY RESOURCES (TERM AUG) Officer | 40 | $254,171 | $46,826 |
| BRIAN BRADLEY | EXECUTIVE DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $209,068 | $41,621 |
| KELLY SAMPLE | EXECUTIVE DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $188,491 | $48,692 |
| KEVIN KNOPE | DIRECTOR OF IT APPLICATIONS & DATA ENGINEERING Highest-paid employee | 40 | $170,977 | $40,733 |
| AMY SWANSON | DIRECTOR PROJECT MANAGEMENT & BUSINESS ANALYSIS Highest-paid employee | 40 | $149,058 | $51,604 |
| STACEY WARGOWSKY | SR. DIRECTOR OF CR/PR AND CARE MANAGEMENT SUPPORT Highest-paid employee | 40 | $152,372 | $45,886 |
| CANDISE MILLER | FOUNDATION EXECUTIVE DIRECTOR Officer | 40 | $123,427 | $48,837 |
| KEN DAY | PRESIDENT Trustee or director, Officer | 2 | $8,800 | $0 |
| JOAN FORDHAM | VICE PRESIDENT Trustee or director, Officer | 1 | $2,200 | $0 |
| RON CARNEY | SECRETARY/TREASURER Trustee or director, Officer | 1 | $2,200 | $0 |
| BETH ARIMOND | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| KEN CORNISH | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| JOHN HALBEIB | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| JOHN KRIESEL | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| KAREN LUMB | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| STEVE MCCARTHY | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| GARY RANUM | DIRECTOR Trustee or director | 1 | $2,200 | $0 |
| JANIS RIBBENS | DIRECTOR Trustee or director | 1 | $2,000 | $0 |
| TARA JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2801 HOOVER RD UNIT 1J, STEVENS POINT, WI 54481-7102
- In care of
- % BRENDA THOMAS
- Mailing address (990-N for 2016)
- 3349 Church Street Suite 1, Stevens Point WI 54481
- Principal officer (990 for 2024)
- CANDISE MILLER, 2801 HOOVER ROAD 1J, STEVENS POINT, WI 54481
- Principal officer (990-N for 2016)
- Mark K Hilliker, 3349 Church Street Suite 1, Stevens Point WI 54481
- Signed the 990
- CANDISE MILLER, EXECUTIVE DIRECTOR
- Phone
- (715) 343-4111
- Website
- www.cli.ngo
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
INCLUSA FOUNDATION'S MISSION IS TO ENHANCE THE HEALTH OF WISCONSINITES BY BUILDING DIVERSE AND INCLUSIVE COMMUNITIES WHERE ALL PEOPLE LIVE MORE CONNECTED LIVES THROUGH INNOVATION, PROGRAMS, AND PARTNERSHIPS THAT IMPACT OVERALL HEALTH AND WELL BEING.
Program accomplishments
- INCLUSA FOUNDATION HELD TWO GRANT CYCLES IN 2024 SUPPORTING 501(C)(3) ORGANIZATIONS OR OTHER TAX EXEMPT ORGANIZATIONS THROUGH GRANTMAKING EFFORTS. IN THE FIRST GRANT CYCLE, INCLUSA FOUNDATION AWARDED A TOTAL OF $1,453,407 TO 13 ORGANIZATIONS AND IN THE SECOND GRANT CYCLE, INCLUSA FOUNDATION AWARDED A TOTAL OF $1,387,490 TO 9 ORGANIZATIONS TO SUPPORT IMPACTFUL INITIATIVES THROUGHOUT WISCONSIN. SOME OF THE GRANTS AWARDED DURING THIS TIME PERIOD WERE MULTI-YEAR GRANTS TO BE PAID OUT OVER 2-3 YEARS.Expenses $3,027,722 · grants $2,840,897
- INCLUSA FOUNDATION PARTNERED WITH TWO ORGANIZATIONS AWARDING STRATEGIC INITIATIVE GRANTS FOCUSED ON BRINGING NATIONALLY RECOGNIZED LEADERSHIP DEVELOPMENT PROGRAMS IN LTSS TO WISCONSIN.Expenses $2,016,318 · grants $1,891,901
- INCLUSA FOUNDATION OWNS AND OPERATES THE COMMONS. THE COMMONS IS A COMMUNITY NONPROFIT CENTER. IT CURRENTLY HOUSES EIGHT NONPROFIT ORGANIZATIONS, INCLUDING INCLUSA FOUNDATION. THE OTHER NONPROFIT ORGANIZATIONS LEASE TENANT OFFICE SPACE AND HAVE ACCESS TO TWO EVENT SPACES PROVIDED AT NO COST TO NONPROFIT ORGANIZATIONS.Expenses $36,563
- REMAINING INCLUSA, LEGACY REVENUES RECOGNIZED IN 2024revenue $637,152
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
- 81-3565570
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E21)
- Assets (IRS master file)
- $224,037,348
- Income (IRS master file)
- $15,946,615
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,946,615 | $6,468,183 | $224,037,348 | IRS |
| 990 | December 2023 | $439,011,900 | $347,317,690 | $209,516,984 | XML |
| 990 | December 2022 | $806,731,058 | $796,263,020 | $206,621,989 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: Mark K Hilliker | December 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-3565570).
Questions about INCLUSA INC
- What is the EIN of INCLUSA INC?
- The employer identification number (EIN) of INCLUSA INC is 81-3565570.
- Is INCLUSA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to INCLUSA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INCLUSA 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 INCLUSA 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 INCLUSA 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 INCLUSA INC?
- The 990 for the year ended December 31, 2024 names CANDISE MILLER.
- Who are the officers and directors of INCLUSA INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 10 received compensation from the organization, the highest $132,386 (CANDISE MILLER, FOUNDATION EXECUTIVE DIRECTOR).
- How much revenue does INCLUSA INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,946,615, expenses of $6,468,183 and total assets of $224,037,348 at year end.
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