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Nonprofit · EIN 87-2711393

ORC SHELTERED FRIENDS FOUNDATION

Tax-exempt · LA CROSSE, WI 54603

Financials

−$2.8M$527K2023$656K$710K2024
Revenue Expenses · by fiscal year end
Financials of ORC SHELTERED FRIENDS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$656,362$710,242-$53,880$19,483,445$8,710$19,474,735
December 31, 2023990-PF-$2,808,632$526,608-$3,335,240$17,931,338$0$17,931,338
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$338,764
Interest
$14
Net gain from sales of assets
$317,584

Expenses

Grants and similar amounts paid
$658,478
Disbursements for charitable purposes
$666,636
Excise tax on investment income
$8,710

Balance sheet and other

Total assets, start of year
$17,931,338
Total assets, end of year
$19,483,445
Total liabilities, end of year
$8,710
Net assets, end of year
$19,474,735
Fair market value of assets
$19,483,445
Qualifying distributions
$666,636
Net investment income
$656,362

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Robert Burg
2700 Commerce St, La Crosse, WI 54603
Treasurer1$0
Kelly Iverson
2700 Commerce Street, La Crosse, WI 54603
Chair1$0
Joseph Connell
2700 Commerce Street, La Crosse, WI 54603
VP1$0
Darla Krzoska
2700 Commerce Street, La Crosse, WI 54603
Secretary1$0
Larry Vangen
2700 Commerce Street, La Crosse, WI 54603
Director1$0
Richard Record
2700 Commerce Street, La Crosse, WI 54603
VP1$0
Shirley Holman
2700 Commerce Street, La Crosse, WI 54603
VP1$0
Brenda Stuhr
2700 Commerce Street, La Crosse, WI 54603
President1$0
Chad Hill
2700 Commerce Street, La Crosse, WI 54603
Director1$0
Julie Schroeder
2700 Commerce Street, La Crosse, WI 54603
Director1$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Robert Burg
2700 Commerce St, La Crosse, WI 54603
Treasurer1$0
Kelly Iverson
2700 Commerce Street, La Crosse, WI 54603
Chair1$0
Joseph Connell
2700 Commerce Street, La Crosse, WI 54603
VP1$0
Darla Krzoska
2700 Commerce Street, La Crosse, WI 54603
Secretary1$0
Janet Stansfield
2700 Commerce Street, La Crosse, WI 54603
Assistant Secretary1$0
Richard Record
2700 Commerce Street, La Crosse, WI 54603
VP1$0
Shirley Holman
2700 Commerce Street, La Crosse, WI 54603
VP1$0
Brenda Stuhr
2700 Commerce Street, La Crosse, WI 54603
President1$0
Chad Hill
2700 Commerce Street, La Crosse, WI 54603
Director1$0

Address and contacts

Address (IRS master file)
2700 COMMERCE ST, LA CROSSE, WI 54603-1705
In care of
% ROBERT BURG
Signed the 990-PF
ROBERT BURG, Treasurer
Phone
(608) 781-7727
Return prepared by
Engelson & Associates Ltd

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-2711393
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
2023
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Employment (J33)
Assets (IRS master file)
$19,483,445
Income (IRS master file)
$13,186,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$656,362$710,242$19,483,445XML
990-PFDecember 2023-$2,808,632$526,608$17,931,338XML
990-PFDecember 2022–––IRS
990-PFDecember 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 87-2711393).

Questions about ORC SHELTERED FRIENDS FOUNDATION

What is the EIN of ORC SHELTERED FRIENDS FOUNDATION?
The employer identification number (EIN) of ORC SHELTERED FRIENDS FOUNDATION is 87-2711393.
Is ORC SHELTERED FRIENDS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to ORC SHELTERED FRIENDS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ORC SHELTERED FRIENDS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ORC SHELTERED FRIENDS FOUNDATION 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 ORC SHELTERED FRIENDS FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ORC SHELTERED FRIENDS FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does ORC SHELTERED FRIENDS FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $656,362, expenses of $710,242 and total assets of $19,483,445 at year end.

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