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Nonprofit · EIN 99-1918849

JO ELLEN AND JOHN MCKENZIE FOUNDATION

Tax-exempt · MIDDLETON, WI 53562

Financials

$395K$395K2024
Revenue Expenses · by fiscal year end
Financials of JO ELLEN AND JOHN MCKENZIE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$394,700$394,612$88$88$0$88
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$394,700
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,500
Compensation of officers, directors and key employees
$50,000
Salaries, compensation and benefits (total)
$50,000
Professional fundraising fees
$0
Travel
$374
Program services (functional)
$393,966
Management and general (functional)
$646

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$88
Total liabilities, end of year
$0
Net assets, end of year
$88
Gross receipts
$394,700
Employees
0
Volunteers
4
Year formed
2024
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.

NameTitleHours / weekCompensation
PAUL VALLASCHIEF EXECUTIVE OFFICER
Officer
20$40,000
JOHN MCKENZIEPRESIDENT
Trustee or director, Officer
5$0
JO ELLEN MCKENZIEVICE PRESIDENT
Trustee or director, Officer
5$0

Address and contacts

Address (IRS master file)
9201 WATERSIDE ST, MIDDLETON, WI 53562-4388
In care of
% MICHAEL JOHNSON
Mailing address (990-N for 2023)
9201 WATERSIDE STREET, MIDDLETOWN WI 53562
Principal officer (990 for 2024)
JOHN MCKENZIE, 9201 WATERSIDE STREET, MIDDLETOWN, WI 53562
Principal officer (990-N for 2023)
JOHN MCKENZIE, 9201 WATERSIDE STREET, MIDDLETOWN WI 53562
Signed the 990
JOHN MCKENZIE, PRESIDENT
Phone
(941) 349-9192
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

TO SUPPORT WORKFORCE DEVELOPMENT, JOB TRAINING, AND EDUCATION AMONG YOUNG PEOPLE.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FOUNDATION'S ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS TO HELP PROVIDE A PATHWAY OUT OF POVERTY FOR MIDDLE AND HIGH SCHOOL STUDENTS, AND TO SUPPORT THE ESTABLISHMENT AND GROWTH OF QUALITY SCHOOLS PROVIDING PATHWAYS FOR STUDENTS TO CAREER AND COLLEGE. THE FOUNDATION WILL COORDINATE WITH THE METROPOLITAN MADISON SCHOOL DISTRICT TO ENHANCE CAREER TRAINING AND OPTIONS FOR ITS HIGH SCHOOL STUDENTS.
    Expenses $393,966 · grants $1,500

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990-N on file

IRS record

EIN
99-1918849
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
2025
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B25)
Assets (IRS master file)
$88
Income (IRS master file)
$394,700

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$394,700$394,612$88IRS
990-N for 2023
Officer: JOHN MCKENZIE
June 30, 2024≤ $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 99-1918849).

Questions about JO ELLEN AND JOHN MCKENZIE FOUNDATION

What is the EIN of JO ELLEN AND JOHN MCKENZIE FOUNDATION?
The employer identification number (EIN) of JO ELLEN AND JOHN MCKENZIE FOUNDATION is 99-1918849.
Is JO ELLEN AND JOHN MCKENZIE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to JO ELLEN AND JOHN MCKENZIE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JO ELLEN AND JOHN MCKENZIE 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 JO ELLEN AND JOHN MCKENZIE 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 JO ELLEN AND JOHN MCKENZIE 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 JO ELLEN AND JOHN MCKENZIE FOUNDATION?
The 990 for the year ended June 30, 2025 names JOHN MCKENZIE.
Who are the officers and directors of JO ELLEN AND JOHN MCKENZIE FOUNDATION?
The 990 for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $40,000 (PAUL VALLAS, CHIEF EXECUTIVE OFFICER).
How much revenue does JO ELLEN AND JOHN MCKENZIE FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $394,700, expenses of $394,612 and total assets of $88 at year end.

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