Nonprofit · EIN 20-4483516
MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC
Tax-exempt · KIMBERLY, WI 54136
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,339 | $3,101 | $238 | $213,030 | $700 | $212,330 |
| December 31, 2023 | 990-EZ | $2,714 | $2,977 | -$263 | $195,877 | $0 | $195,877 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $266
- Interest
- $21
- Net gain from sales of assets
- $3,052
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,223
- Excise tax on investment income
- $20
Balance sheet and other
- Total assets, start of year
- $195,877
- Total assets, end of year
- $213,030
- Total liabilities, end of year
- $700
- Net assets, end of year
- $212,330
- Fair market value of assets
- $213,030
- Qualifying distributions
- $1,223
- Net investment income
- $3,339
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC OSTERMANN 563 CARTER COURT SUITE B, KIMBERLY, WI 54136 | EXECUTIVE DIRECTOR | 5 | $0 |
| ROB RIEPENHOFF MD 945 N 12TH ST, MILWAUKEE, WI 53233 | PRESIDENT | 1 | $0 |
| WILLIAM CALAWERTS MD 220 W CAPITOL DR, MILWAUKEE, WI 53212 | DIRECTOR-AT-LARGE | 1 | $0 |
| CAROLINE PACE MD 945 N 12TH ST, MILWAUKEE, WI 53233 | DIRECTOR-AT-LARGE | 1 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC OSTERMANN | EXECUTIVE DIRECTOR | 5 | $0 |
| DIANA DOVORANY MD | PRESIDENT | 1 | $0 |
| MARK KAEPPLER | OFFICER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 563 CARTER COURT SUITE B, KIMBERLY, WI 54136-2201
- Signed the 990-PF
- ROBERT RIEPENHOFF MD, PRESIDENT
- Phone
- (920) 560-5610
- Return prepared by
- HAWKINS ASH CPAS 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 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-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-4483516
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E70)
- Assets (IRS master file)
- $213,030
- Income (IRS master file)
- $3,339
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,339 | $3,101 | $213,030 | IRS |
| 990-EZ | December 2023 | $2,714 | $2,977 | $195,877 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | 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 20-4483516).
Questions about MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC
- What is the EIN of MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC?
- The employer identification number (EIN) of MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC is 20-4483516.
- Is MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MEDICAL SOCIETY OF MILWAUKEE FOUNDATION 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 MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC 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 MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does MEDICAL SOCIETY OF MILWAUKEE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,339, expenses of $3,101 and total assets of $213,030 at year end.
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