Nonprofit · EIN 39-2005163
ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,480,199 | $3,431,206 | $5,048,993 | $175,853,809 | $105,680,986 | $70,172,823 |
| June 30, 2024 | 990 | $6,477,116 | $3,263,757 | $3,213,359 | $155,560,312 | $94,054,479 | $61,505,833 |
| June 30, 2023 | 990 | $2,691,077 | $3,193,445 | -$502,368 | $146,998,542 | $89,956,059 | $57,042,483 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,648,622
- Program service revenue
- $376,752
- Investment income
- $4,467,375
- Net gain from sales of assets
- $2,703,100
- Net income from fundraising events
- -$12,550
- Other revenue
- -$12,550
Expenses
- Grants and similar amounts paid
- $2,357,166
- Compensation of officers, directors and key employees
- $337,469
- Other salaries and wages
- $179,114
- Salaries, compensation and benefits (total)
- $595,443
- Professional fundraising fees
- $0
- Legal fees
- $2,826
- Accounting fees
- $17,600
- Occupancy
- $41,804
- Travel
- $1,671
- Depreciation
- $5,245
- Program services (functional)
- $2,529,940
- Management and general (functional)
- $650,751
- Fundraising (functional)
- $250,515
Balance sheet and other
- Total assets, start of year
- $155,560,312
- Total assets, end of year
- $175,853,809
- Total liabilities, end of year
- $105,680,986
- Net assets, end of year
- $70,172,823
- Land, buildings and equipment
- $20,545
- Publicly traded securities
- $136,283,313
- Net assets without donor restrictions
- $60,200,373
- Net assets with donor restrictions
- $9,972,450
- Gross receipts
- $37,207,287
- Employees
- 5
- Volunteers
- 18
- Year formed
- 2000
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY ELLEN MARKOWSKI | EMERITUS DIRECTOR/PRESIDENT Officer | 40 | $218,476 | $26,098 |
| JOHN BLICKLE | CONTROLLER Highest-paid employee | 40 | $113,116 | $30,827 |
| THOMAS NOLTE | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| MARK ANDRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA ANNE CUSACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW FAHEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA UY FERNANDEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN HUEVLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE JOECKEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY KIISKILA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER KOLESKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL MCINERNY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MADELINE NEVERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV ORIOL REGALES | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MOST REV JAMES SCHUERMAN | DIRECTOR Trustee or director | 1 | $0 |
| KEITH SIERRA | DIRECTOR Trustee or director | 1 | $0 |
| DAVID STRELITZ | DIRECTOR Trustee or director | 1 | $0 |
| ANNE TRUNZO | DIRECTOR Trustee or director | 1 | $0 |
| TONY NGUYEN | PRESIDENT Trustee or director, Officer | 40 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY ELLEN MARKOWSKI | PRESIDENT Trustee or director, Officer | 40 | $208,019 | $25,041 |
| DAVE STRELITZ | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ANNE TRUNZO | VICE CHAIRPERSON/VICE PRES Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN HUEVLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA ANNE CUSACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW FAHEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY KIISKILA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MADELINE GLASHEEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA UY FERNANDEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL MCINERNY | VICE PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS NOLTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH SIERRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ANDRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MOST REV JAMES SCHUERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV ORIOL REGALES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER KOLESKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MIKE JOECKEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY ELLEN MARKOWSKI | PRESIDENT Trustee or director, Officer | 40 | $199,579 | $23,344 |
| DAVE STRELITZ | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| ANNE TRUNZO | VICE CHAIRPERSON/VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KATHLEEN HUEVLER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CHRISTOPHER BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA ANNE CUSACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW FAHEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY KIISKILA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN LUCARELI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY NGUYEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROL MCINERNY | VICE PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS NOLTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEITH SIERRA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ANDRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV JAMES SCHUERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REV DANIEL JANASIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 637 E ERIE ST, MILWAUKEE, WI 53202-6203
- Principal officer (990 for 2024)
- TONY NGUYEN, 637 EAST ERIE STREET, MILWAUKEE, WI 53202
- Signed the 990
- TONY NGUYEN, PRESIDENT
- Phone
- (414) 431-6402
- Website
- WWW.LEGACIESOFFAITH.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
THE FOUNDATION EXISTS TO SUPPORT THE MISSION OF THE ROMAN CATHOLIC CHURCH, ESPECIALLY IN THE TEN ARCHDIOCESAN COUNTIES OF SOUTHEASTERN WISCONSIN. IT FULFILLS THOSE OBJECTIVES BY ATTRACTING CHARITABLE FUNDS, USING THOSE RESOURCES WISELY AND EFFICIENTLY IN ADDRESSING KEY CONCERNS OF THE COMMUNITY, AND CARRYING OUT THE INTENTIONS OF ITS DONORS TO AFFECT POSITIVE CHANGE AND GROWTH IN PROGRAMS AND PROJECTS THAT FURTHER THE MISSION OF THE CATHOLIC CHURCH.
Program accomplishments
- THE FOUNDATION DISTRIBUTED $2,357,166 TO 132 ORGANIZATIONS/PROGRAMS IN FISCAL YEAR 2024-2025 FOCUSING ON FOUR GRANT PRIORITIES: 1) PROVIDING EDUCATION - THE FOUNDATION SUPPORTS CATHOLIC SCHOOLS AND RELIGIOUS EDUCATION PROGRAMS THAT PROVIDE FORMATION IN KINDERGARTEN THROUGH TWELFTH GRADE. 2) LEADERSHIP DEVELOPMENT - PARISHES, SCHOOLS AND AGENCIES MUST HAVE LEADERS WHO ARE ABLE TO ENGAGE PEOPLE IN CREATING A SHARED VISION FOR THE FUTURE WHILE DEVELOPING SOUND STRATEGIES AND INFRASTRUCTURES TO ACHEIVE THE VISION. 3) COMMUNITY BUILDING - THE FOUNDATION SUPPORTS INITIATIVES THAT STRENGTHEN FAMILIES, PARISHES, AND THOSE SUFFERING FROM POVERTY, DISCRIMINATION, AND VIOLENCE. 4) HEALTH CARE - THROUGH A FUND ESTABLISHED BY THE ST. ANTHONY FOUNDATION, THE FOUNDATION SUPPORTS THOSE ORGANIZATIONS THAT ARE ENGAGED IN PROVIDING HEALTH CARE SERVICES IN THE CITY OF MILWAUKEE, WITH PARTICULAR ATTENTION BEING GIVEN TO THE CENTRAL PORTIONS OF THE CITY THAT WERE FORMERLY SERVED BY ST. ANTHONY HOSPITAL. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL TO ALL GRANT DISTRIBUTIONS.Expenses $2,529,940 · grants $2,357,166 · revenue $376,752
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
- 39-2005163
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $175,853,809
- Income (IRS master file)
- $37,207,287
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,480,199 | $3,431,206 | $175,853,809 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $6,477,116 | $3,263,757 | $155,560,312 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $2,691,077 | $3,193,445 | $146,998,542 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $6,756,779 | $2,969,880 | $133,228,934 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 39-2005163).
Questions about ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC
- What is the EIN of ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC is 39-2005163.
- Is ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ARCHDIOCESE OF MILWAUKEE CATHOLIC 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 ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC 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 ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC 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 ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names TONY NGUYEN.
- Who are the officers and directors of ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 20 people; 2 received compensation from the organization, the highest $218,476 (MARY ELLEN MARKOWSKI, EMERITUS DIRECTOR/PRESIDENT).
- How much revenue does ARCHDIOCESE OF MILWAUKEE CATHOLIC COMMUNITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,480,199, expenses of $3,431,206 and total assets of $175,853,809 at year end.
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