Nonprofit · EIN 39-1969122
WAUKESHA COUNTY COMMUNITY FOUNDATION INC
Tax-exempt · WAUKESHA, WI 53188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,641,138 | $6,493,868 | $5,147,270 | $76,620,938 | $11,619,239 | $65,001,699 |
| December 31, 2023 | 990 | $11,175,955 | $8,362,561 | $2,813,394 | $73,920,379 | $13,389,036 | $60,531,343 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,922,860
- Program service revenue
- $88,058
- Investment income
- $5,698,950
- Net gain from sales of assets
- $3,401,082
- Net income from fundraising events
- -$73,730
- Other revenue
- -$68,730
Expenses
- Grants and similar amounts paid
- $4,166,367
- Compensation of officers, directors and key employees
- $158,628
- Other salaries and wages
- $322,978
- Salaries, compensation and benefits (total)
- $545,806
- Professional fundraising fees
- $0
- Legal fees
- $6,954
- Accounting fees
- $15,350
- Occupancy
- $47,355
- Travel
- $2,940
- Depreciation
- $19,136
- Program services (functional)
- $5,717,398
- Management and general (functional)
- $530,718
- Fundraising (functional)
- $245,752
Balance sheet and other
- Total assets, start of year
- $73,920,379
- Total assets, end of year
- $76,620,938
- Total liabilities, end of year
- $11,619,239
- Net assets, end of year
- $65,001,699
- Land, buildings and equipment
- $32,794
- Publicly traded securities
- $73,536,480
- Net assets without donor restrictions
- $64,806,279
- Net assets with donor restrictions
- $195,420
- Gross receipts
- $49,162,540
- Employees
- 6
- Volunteers
- 75
- Year formed
- 1999
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA BAXTER | PRESIDENT Officer | 40 | $157,580 | $7,109 |
| FRED STIER | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEPHANIE RIESCH-KNAPP | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RAMONA THORNTON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICK VERTHEIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANN BARTOS MERKOW | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STACIE ANDRITSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM BEINE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CURT BREWER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARYBETH BUDISCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERRY FLOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE GLYNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIC LARSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEIDI RETZLAFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY RISLOV | DIRECTOR Trustee or director | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANITA RODRIGUEZ CORDERO | DIRECTOR Trustee or director | 1 | $0 |
| MATT SAUER | DIRECTOR Trustee or director | 1 | $0 |
| VICTOR SCHULTZ | DIRECTOR Trustee or director | 1 | $0 |
| SEAN SCULLEN | DIRECTOR Trustee or director | 1 | $0 |
| JANE STROMWALL | DIRECTOR Trustee or director | 1 | $0 |
| JUDIE TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| ANN TESMER | DIRECTOR Trustee or director | 1 | $0 |
| JAN WADE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MELISSA BAXTER | PRESIDENT Officer | 40 | $152,250 | $4,568 |
| ANN BARTOS MERKOW | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVE FRANK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TIM BEINE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE RIESCH-KNAPP | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CURT BREWER | PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STACIE ANDRITSCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAT BOELTER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARYBETH BUDISCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MERVYN BYRD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COREEN DICUS-JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JERRY FLOOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JULIE GLYNN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALICIA KISER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTOR SCHULTZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SEAN SCULLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRED STIER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE STROMWALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDIE TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN TESMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RAMONA THORNTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN WADE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK VERTHEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2727 N GRANDVIEW BLVD STE 301, WAUKESHA, WI 53188-6907
- In care of
- % SHELLI MARQUARDT
- Principal officer (990 for 2024)
- RAMONA THORNTON, 2727 N GRANDVIEW BLVD 301, WAUKESHA, WI 53188
- Signed the 990
- RAMONA THORNTON, TREASURER
- Phone
- (262) 513-1861
- Website
- WWW.WAUKESHAFOUNDATION.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
WCCF IS A POOL OF PERMANENT ENDOWMENT AND PROJECT FUNDS CREATED PRIMARILY BY AND FOR THE PEOPLE OF WAUKESHA COUNTY TO PROVIDE GRANT SUPPORT TO CHARITABLE ORGANIZATIONS. THE INTENT OF THE FOUNDATION IS TO SERVE A BROAD SPECTRUM OF THE COMMUNITY
Program accomplishments
- WCCF PROVIDED COMMUNITY GRANTS SUPPORTING ONGOING AND CHANGING COMMUNITY NEEDS IN WAUKESHA COUNTY AND THE REGION. GRANTS SUPPORTED ORGANIZATIONS FOCUSED ON EDUCATION, ARTS AND CULTURE, HEALTH AND HUMAN SERVICES, AND ENVIRONMENT AND CONSERVATION. THE GRANTS ARE AWARDED AFTER AN EXTENSIVE REVIEW AND EVALUATION PROCESS BY THE FOUNDATION'S GRANT REVIEW COMMITTEE.Expenses $5,717,398 · grants $4,166,367 · revenue $88,058
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 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1969122
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $76,620,938
- Income (IRS master file)
- $49,162,540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,641,138 | $6,493,868 | $76,620,938 | IRS |
| 990 | December 2023 | $11,175,955 | $8,362,561 | $73,920,379 | XML |
| 990 | December 2022 | $16,318,794 | $16,825,344 | $62,758,771 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 39-1969122).
Questions about WAUKESHA COUNTY COMMUNITY FOUNDATION INC
- What is the EIN of WAUKESHA COUNTY COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of WAUKESHA COUNTY COMMUNITY FOUNDATION INC is 39-1969122.
- Is WAUKESHA COUNTY COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WAUKESHA COUNTY COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAUKESHA COUNTY COMMUNITY FOUNDATION INC 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 WAUKESHA COUNTY COMMUNITY 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 WAUKESHA COUNTY COMMUNITY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WAUKESHA COUNTY COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names RAMONA THORNTON.
- Who are the officers and directors of WAUKESHA COUNTY COMMUNITY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 23 people; 1 received compensation from the organization, the highest $157,580 (MELISSA BAXTER, PRESIDENT).
- How much revenue does WAUKESHA COUNTY COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,641,138, expenses of $6,493,868 and total assets of $76,620,938 at year end.
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All nonprofits in WAUKESHA · Wisconsin · Philanthropy, voluntarism and grantmaking foundations