Nonprofit · EIN 38-3041277
FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS
Tax-exempt · WALLED LAKE, MI 48390
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $123,351 | $103,282 | $20,069 | $462,665 | $21,987 | $440,678 |
| June 30, 2024 | 990 (amended) | $107,183 | $106,221 | $962 | $429,058 | $32,203 | $396,855 |
| June 30, 2023 | 990 | $111,427 | $139,227 | -$27,800 | $397,470 | $20,286 | $377,184 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $89,001
- Program service revenue
- $0
- Investment income
- $6,671
- Net income from fundraising events
- $27,679
- Other revenue
- $27,679
Expenses
- Grants and similar amounts paid
- $59,227
- Compensation of officers, directors and key employees
- $38,520
- Salaries, compensation and benefits (total)
- $38,520
- Professional fundraising fees
- $0
- Accounting fees
- $680
- Travel
- $73
- Program services (functional)
- $85,073
- Management and general (functional)
- $14,036
- Fundraising (functional)
- $4,173
Balance sheet and other
- Total assets, start of year
- $429,058
- Total assets, end of year
- $462,665
- Total liabilities, end of year
- $21,987
- Net assets, end of year
- $440,678
- Publicly traded securities
- $290,328
- Net assets without donor restrictions
- $327,143
- Net assets with donor restrictions
- $113,535
- Gross receipts
- $159,970
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1972
- State of legal domicile
- MI
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jackie Gurwin | Executive Dir. Trustee or director, Officer | 32 | $38,520 |
| Michael Brodowicz | Chairman Trustee or director, Officer | 2 | $0 |
| Charles Phillipson | Vice President Trustee or director, Officer | 2 | $0 |
| Marsha Beattie | Secretary Trustee or director, Officer | 2 | $0 |
| Marci Augenstein | Trustee Trustee or director | 1 | $0 |
| Marc Siegler | Trustee Trustee or director | 1 | $0 |
| Susanna Crafton | Treasurer Trustee or director, Officer | 1 | $0 |
| Jennifer Phillips-Weckstein | Trustee Trustee or director | 1 | $0 |
| Judy Evola | Trustee Trustee or director | 1 | $0 |
| Thomas Ropek | Trustee Trustee or director | 1 | $0 |
| Bryan Feldpausch | Trustee Trustee or director | 1 | $0 |
| Matthew Hewitt | Trustee Trustee or director | 1 | $0 |
| Brian Alpert | Trustee Trustee or director | 2 | $0 |
| Nayal Maktari | Trustee Trustee or director | 1 | $0 |
| Melanie Lawley | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jackie Gurwin | Executive Dir. Trustee or director | 32 | $40,260 |
| Michael Brodowicz | Chairman Trustee or director, Officer | 2 | $0 |
| Charles Phillipson | Vice President Trustee or director, Officer | 2 | $0 |
| Marsha Beattie | Secretary Trustee or director, Officer | 2 | $0 |
| Marci Augenstein | Trustee Trustee or director | 1 | $0 |
| Marc Siegler | Trustee Trustee or director | 1 | $0 |
| Julie Hodge | Trustee Trustee or director | 1 | $0 |
| Susanna Crafton | Treasurer Trustee or director | 1 | $0 |
| Jen Phillips-Weckstein | Trustee Trustee or director | 1 | $0 |
| Judy Evola | Trustee Trustee or director | 1 | $0 |
| Tom Ropek | Trustee Trustee or director | 1 | $0 |
| Bryan Feldpausch | Trustee Trustee or director | 1 | $0 |
| Matt Hewitt | Trustee Trustee or director | 1 | $0 |
| Brian Alpert | Trustee Trustee or director | 2 | $0 |
| Nayal Maktari | Trustee Trustee or director | 1 | $0 |
| Melanie Lawley | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jackie Gurwin | Executive Dir. Trustee or director | 32 | $27,000 |
| Michael Brodowicz | Chairman Trustee or director, Officer | 2 | $0 |
| Charles Phillipson | Vice President Trustee or director, Officer | 2 | $0 |
| Kevin Terry | Treasurer Trustee or director, Officer | 2 | $0 |
| Marsha Beattie | Secretary Trustee or director, Officer | 2 | $0 |
| Marci Augenstein | Trustee Trustee or director | 1 | $0 |
| Marc Siegler | Trustee Trustee or director | 1 | $0 |
| Julie Hodge | Trustee Trustee or director | 1 | $0 |
| Susanna Crafton | Trustee Trustee or director | 1 | $0 |
| Jen Phillips-Weckstein | Trustee Trustee or director | 1 | $0 |
| Judy Evola | Trustee Trustee or director | 1 | $0 |
| Tom Ropek | Trustee Trustee or director | 1 | $0 |
| Brian Feldpausch | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 850 LADD RD BLDG D, WALLED LAKE, MI 48390-3019
- In care of
- % ERNEST FULLER
- Signed the 990
- Jackie Gurwin, Executive Director
- Phone
- (248) 956-2116
- Website
- WWW.WLCSD.ORG/FOUNDATION
- Return prepared by
- Terry Accounting Group PLLC
Mission
FOSTER INNOVATION IN TEACHING AND LEARNING WITHIN THE WALLED LAKE CONSOLIDATED SCHOOL DISTRICT.
Program accomplishments
- SUPPORT EDUCATION WITHIN THE WALLED LAKE CONSOLIDATED SCHOOL DISTRICT BY REWARDING OUTSTANDING SCHOOL PROGRAMS AND EDUCATORS.Expenses $74,152
- SUPPORT EDUCATION WITHIN THE WALLED LAKE CONSOLIDATED SCHOOL DISTRICT BY PURCHASING SUPPLIES AND MATERIALS.Expenses $10,921
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3041277
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $462,665
- Income (IRS master file)
- $159,970
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $123,351 | $103,282 | $462,665 | XML |
| 990 | June 2024 | $107,183 | $106,221 | $429,058 | XML |
| 990 | June 2023 | $111,427 | $139,227 | $397,470 | XML |
| 990 | June 2022 | $191,060 | $104,879 | $418,057 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 38-3041277).
Questions about FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS
- What is the EIN of FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS?
- The employer identification number (EIN) of FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS is 38-3041277.
- Is FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS 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 FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS 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 FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS?
- The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $38,520 (Jackie Gurwin, Executive Dir.).
- How much revenue does FOUNDATION FOR EXCELLENCE-WALLED LAKE SCHOOLS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $123,351, expenses of $103,282 and total assets of $462,665 at year end.
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