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Nonprofit · EIN 92-0271802

NELSON-JAMESON FOUNDATION INC

Tax-exempt · MARSHFIELD, WI 54449

Financials

$232K$170K2022$237K$375K2023$353K$329K2024
Revenue Expenses · by fiscal year end
Financials of NELSON-JAMESON FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$352,912$328,801$24,111$48,626$0$48,626
September 30, 2024990-PF$236,982$374,866-$137,884$24,515$0$24,515
September 30, 2023990-PF$232,067$169,668$62,399$162,399$0$162,399
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$352,493
Interest
$419

Expenses

Grants and similar amounts paid
$324,302
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$327,907
Excise tax on investment income
$6

Balance sheet and other

Total assets, start of year
$24,515
Total assets, end of year
$48,626
Total liabilities, end of year
$0
Net assets, end of year
$48,626
Fair market value of assets
$48,626
Qualifying distributions
$327,907
Net investment income
$419

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AMANDA SASSE
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
PRESIDENT5$0
ADAM NELSON
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
VICE-PRESIDENT5$0
ANN-MARIE NELSON
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
SECRETARY5$0
RON AUMANN
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
TREASURER5$0
MIKE RINDY
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0
HEATHER SIMCAKOWSKI
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0
MAT BARTKOWIAK
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0
990-PF for the year ended September 30, 2024: 7 people
NameTitleHours / weekCompensation
AMANDA NELSON-SASSE
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
PRESIDENT5$0
AMANDA SASSE
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
PRESIDENT5$0
ADAM NELSON
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
VICE-PRESIDENT5$0
ANN-MARIE NELSON
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
SECRETARY5$0
RON AUMANN
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
TREASURER5$0
MIKE RINDY
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0
HEATHER SIMCAKOWSKI
3200 SOUTH CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0
990-PF for the year ended September 30, 2023: 6 people
NameTitleHours / weekCompensation
AMANDA SASSE
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
PRESIDENT5$0
ADAM NELSON
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
VICE PRESIDENT5$0
ANN-MARIE NELSON
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
SECRETARY5$0
RON AUMANN
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
TREASURER5$0
MIKE RINDY
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0
HEATHER SIMCAKOWSKI
3200 S CENTRAL AVE, MARSHFIELD, WI 54449
DIRECTOR5$0

Address and contacts

Address (IRS master file)
3200 S CENTRAL AVE, MARSHFIELD, WI 54449-8616
Signed the 990-PF
RON AUMANN, TREASURER
Phone
(715) 387-1151
Return prepared by
RSM US LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
92-0271802
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
September
Files
Form 990-PF
Assets (IRS master file)
$48,626
Income (IRS master file)
$352,912

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$352,912$328,801$48,626XML
990-PFSeptember 2024$236,982$374,866$24,515XML
990-PFSeptember 2023$232,067$169,668$162,399XML
990-PFSeptember 2022–––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 92-0271802).

Questions about NELSON-JAMESON FOUNDATION INC

What is the EIN of NELSON-JAMESON FOUNDATION INC?
The employer identification number (EIN) of NELSON-JAMESON FOUNDATION INC is 92-0271802.
Is NELSON-JAMESON FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to NELSON-JAMESON FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NELSON-JAMESON FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of NELSON-JAMESON FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NELSON-JAMESON FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of NELSON-JAMESON FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does NELSON-JAMESON FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $352,912, expenses of $328,801 and total assets of $48,626 at year end.

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