Nonprofit · EIN 20-2901635
WIPFLI FOUNDATION INC
Tax-exempt · WAUSAU, WI 54402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $413,138 | $502,142 | -$89,004 | $2,239,558 | $45,763 | $2,193,795 |
| May 31, 2024 | 990-PF | $338,354 | $272,862 | $65,492 | $2,282,799 | $0 | $2,282,799 |
| May 31, 2023 | 990-PF | $1,151,126 | $202,234 | $948,892 | $2,217,307 | $0 | $2,217,307 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $325,080
- Dividends
- $80,344
- Net gain from sales of assets
- $6,279
- Other income
- $1,435
Expenses
- Grants and similar amounts paid
- $476,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $476,600
- Excise tax on investment income
- $1,007
Balance sheet and other
- Total assets, start of year
- $2,282,799
- Total assets, end of year
- $2,239,558
- Total liabilities, end of year
- $45,763
- Net assets, end of year
- $2,193,795
- Fair market value of assets
- $2,853,177
- Qualifying distributions
- $476,600
- Net investment income
- $86,623
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DURWARD FERLAND 30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106 | PRESIDENT/DIRECTOR | 0.2 | $0 |
| MARYPAT DAVITZ 7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105 | VICE PRESIDENT/DIRECTOR | 0.2 | $0 |
| STEPHANIE CAVADEAS 469 SECURITY BOULEVARD, GREEN BAY, WI 54313 | SECRETARY/TREASURER/DIRECTOR | 0.2 | $0 |
| JESSICA MACKLIN 100 TRI-STATE INTERNATIONAL SUITE, 300, LINCOLNSHIRE, IL 60069 | DIRECTOR | 0.2 | $0 |
| SHEREEN MAHONEY 12110 SUNSET HILLS RD, RESTON, VA 20190 | DIRECTOR | 0.2 | $0 |
| AUDRA MONCUR 4949 HARRISON AVENUE SUITE 300, ROCKFORD, IL 61108 | DIRECTOR | 0.2 | $0 |
| SHELLY WORREL 150 SOUTH 5TH STREET SUITE 2000, MINNEAPOLIS, MN 55402 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended May 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DURWARD FERLAND 30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106 | PRESIDENT/DIRECTOR | 0.2 | $0 |
| STEPHANIE CAVADEAS 469 SECURITY BOULEVARD, GREEN BAY, WI 54313 | TREASURER/DIRECTOR | 0.2 | $0 |
| MARYPAT DAVITZ 7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105 | VICE PRESIDENT/DIRECTOR | 0.2 | $0 |
| JESSICA MACKLIN 100 TRI-STATE INTERNATIONAL SUITE, 300, LINCOLNSHIRE, IL 60069 | DIRECTOR | 0.2 | $0 |
| AUDRA MONCUR 4949 HARRISON AVENUE SUITE 300, ROCKFORD, IL 61108 | DIRECTOR | 0.2 | $0 |
| SHEREEN MAHONEY 12110 SUNSET HILLS RD, RESTON, VA 20190 | DIRECTOR | 0.2 | $0 |
| SHELLY WORREL 150 SOUTH 5TH STREET SUITE 2000, MINNEAPOLIS, MN 55402 | DIRECTOR | 0.2 | $0 |
990-PF for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DURWARD FERLAND 30 LONG CREEK DRIVE, SOUTH PORTLAND, ME 04106 | PRESIDENT/DIRECTOR | 0.2 | $0 |
| STEPHANIE CAVADEAS 469 SECURITY BOULEVARD, GREEN BAY, WI 54313 | TREASURER/DIRECTOR | 0.2 | $0 |
| MARYPAT DAVITZ 7733 FORSYTH BLVD SUITE 1200, ST LOUIS, MO 63105 | VICE PRESIDENT/DIRECTOR | 0.2 | $0 |
| JESSICA MACKLIN 100 TRI-STATE INTERNATIONAL SUITE, 300, LINCOLNSHIRE, IL 60069 | DIRECTOR | 0.2 | $0 |
| AUDRA MONCUR 4949 HARRISON AVENUE SUITE 300, ROCKFORD, IL 61108 | DIRECTOR | 0.2 | $0 |
| KEN KORTAS 10000 INNOVATION DRIVE SUITE 250, MILWAUKEE, WI 53226 | DIRECTOR | 0.2 | $0 |
| SHELLY WORREL 150 SOUTH 5TH STREET SUITE 2000, MINNEAPOLIS, MN 55402 | DIRECTOR | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8010, WAUSAU, WI 54402-8010
- In care of
- % WILLIAM YOUNG
- Signed the 990-PF
- STEPHANIE CAVADEAS, OFFICER
- Phone
- (715) 845-3111
- Return prepared by
- WIPFLI ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-2901635
- 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
- 2006
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,239,558
- Income (IRS master file)
- $458,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $413,138 | $502,142 | $2,239,558 | XML |
| 990-PF | May 2024 | $338,354 | $272,862 | $2,282,799 | XML |
| 990-PF | May 2023 | $1,151,126 | $202,234 | $2,217,307 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2020 | – | – | – | IRS |
| 990-PF | May 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 20-2901635).
Questions about WIPFLI FOUNDATION INC
- What is the EIN of WIPFLI FOUNDATION INC?
- The employer identification number (EIN) of WIPFLI FOUNDATION INC is 20-2901635.
- Is WIPFLI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WIPFLI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WIPFLI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WIPFLI FOUNDATION INC due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WIPFLI FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of WIPFLI FOUNDATION INC?
- The 990-PF for the year ended May 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does WIPFLI FOUNDATION INC have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $413,138, expenses of $502,142 and total assets of $2,239,558 at year end.
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All nonprofits in WAUSAU · Wisconsin · Philanthropy, voluntarism and grantmaking foundations