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Nonprofit · EIN 39-6055248

WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC

Tax-exempt · WEST BEND, WI 53095

Financials

$458K$373K2022$549K$373K2023$806K$415K2024
Revenue Expenses · by fiscal year end
Financials of WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$806,185$415,458$390,727$4,734,347$2,591$4,731,756
August 31, 2024990 (amended)$549,236$373,419$175,817$4,372,262$37,032$4,335,230
August 31, 2023990$457,503$373,244$84,259$3,924,752$20,000$3,904,752
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$564,389
Program service revenue
$0
Investment income
$248,094
Net gain from sales of assets
$138,777
Net income from fundraising events
-$6,298
Other revenue
-$6,298

Expenses

Grants and similar amounts paid
$326,225
Compensation of officers, directors and key employees
$50,500
Salaries, compensation and benefits (total)
$54,363
Professional fundraising fees
$0
Accounting fees
$1,458
Program services (functional)
$350,450
Management and general (functional)
$45,964
Fundraising (functional)
$19,044

Balance sheet and other

Total assets, start of year
$4,372,262
Total assets, end of year
$4,734,347
Total liabilities, end of year
$2,591
Net assets, end of year
$4,731,756
Publicly traded securities
$4,276,611
Net assets without donor restrictions
$4,731,756
Gross receipts
$1,631,809
Employees
1
Volunteers
63
Year formed
1972
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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
KRISTIN BAYEREXECUTIVE DI
Trustee or director, Officer
40$50,500
JOSIE BRZEZINSKISECRETARY
Trustee or director, Officer
1$0
DEB CAHOONDIRECTOR
Trustee or director
1$0
KELLY EGANDIRECTOR
Trustee or director
1$0
AMANDA GONRINGDIRECTOR
Trustee or director
1$0
ANDY HETEBRUEGDIRECTOR
Trustee or director
1$0
MICHELLE HOCKERSVICE PRESIDE
Trustee or director, Officer
1$0
MARILYN HOLMQUISTDIRECTOR
Trustee or director
1$0
PRUDENCE PICK HWAYDIRECTOR
Trustee or director
1$0
SHELLY JOHNSONDIRECTOR
Trustee or director
1$0
LAURIE KIRSCHDIRECTOR
Trustee or director
1$0
DAVE KOHLMANNDIRECTOR
Trustee or director
1$0
TERRI KRAMERDIRECTOR
Trustee or director
1$0
TIM MERATHDIRECTOR
Trustee or director
1$0
KAREN O'MEARADIRECTOR
Trustee or director
1$0
6 more people on this return
NameTitleHours / weekCompensation
ROSE PETITTEPRESIDENT
Trustee or director, Officer
1$0
JUSTIN POGODZINSKIDIRECTOR
Trustee or director
1$0
LYNN PUNZENBERGERDIRECTOR
Trustee or director
1$0
MARY SAGGAUDIRECTOR
Trustee or director
1$0
LISA SANBORNTREASURER
Trustee or director, Officer
1$0
RITA SEPERSKYDIRECTOR
Trustee or director
1$0
990 for the year ended August 31, 2024: 17 people
NameTitleHours / weekCompensation
JOSIE BRZEZINSKISECRETARY
Trustee or director, Officer
1$0
DEB CAHOONDIRECTOR
Trustee or director
1$0
KELLY EGANDIRECTOR
Trustee or director
1$0
ANDY HETEBRUEGDIRECTOR
Trustee or director
1$0
MICHELLE HOCKERSVICE PRESIDE
Trustee or director, Officer
1$0
MARILYN HOLMQUISTDIRECTOR
Trustee or director
1$0
PRUDENCE PICK HWAYDIRECTOR
Trustee or director
1$0
SHELLY JOHNSONDIRECTOR
Trustee or director
1$0
LAURIE KIRSCHDIRECTOR
Trustee or director
1$0
DAVE KOHLMANNDIRECTOR
Trustee or director
1$0
TERRI KRAMERDIRECTOR
Trustee or director
1$0
KAREN O'MEARADIRECTOR
Trustee or director
1$0
AMANDA PALMSTEINDIRECTOR
Trustee or director
1$0
ROSE PETITTEPRESIDENT
Trustee or director, Officer
1$0
JUSTIN POGODZINSKIDIRECTOR
Trustee or director
1$0
LYNN PUNZENBERGERDIRECTOR
Trustee or director
1$0
LISA SANBORNTREASURER
Trustee or director, Officer
1$0
990 for the year ended August 31, 2023: 21 people
NameTitleHours / weekCompensation
JOSIE BRZEZINSKISECRETARY
Trustee or director, Officer
1$0
DEB CAHOONVICE PRESIDE
Trustee or director, Officer
1$0
AMY CURLERDIRECTOR
Trustee or director
1$0
ANNE MARIE DANAHERDIRECTOR
Trustee or director
1$0
RYAN DOVEDIRECTOR
Trustee or director
1$0
KELLY EGANDIRECTOR
Trustee or director
1$0
MICHELLE HOCKERSDIRECTOR
Trustee or director
1$0
MARILYN HOLMQUISTDIRECTOR
Trustee or director
1$0
PRUDENCE PICK HWAYDIRECTOR
Trustee or director
1$0
SHELLY JOHNSONDIRECTOR
Trustee or director
1$0
LAURIE KIRSCHDIRECTOR
Trustee or director
1$0
DAVE KOHLMANNDIRECTOR
Trustee or director
1$0
TERRI KRAMERDIRECTOR
Trustee or director
1$0
MARY ELLEN O'CONNORDIRECTOR
Trustee or director
1$0
KAREN O'MEARADIRECTOR
Trustee or director
1$0
AMANDA PALMSTEINDIRECTOR
Trustee or director
1$0
ROSE PETITTEPRESIDENT
Trustee or director, Officer
1$0
JUSTIN POGODZINSKIDIRECTOR
Trustee or director
1$0
LYNN PUNZENBERGERDIRECTOR
Trustee or director
1$0
LISA SANBORNTREASURER
Trustee or director, Officer
1$0
BINK STEINBACHDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 397, WEST BEND, WI 53095-0397
In care of
% JOHN CONWELL
Principal officer (990 for 2024)
LISA SANBORN, PO BOX 397, WEST BEND, WI 53095
Signed the 990
LISA SANBORN, TREASURER
Phone
(262) 338-1060
Return prepared by
KIECKHAFER DIETZLER HAUSER HANSON LLP

Mission

TO ENCOURAGE GRADUATES OF WEST BEND HIGH SCHOOLS TO CONTINUE ADVANCED EDUCATION BY PROVIDING ACADEMIC AND TECHNICAL SCHOLARSHIPS.

990 for the year ended August 31, 2025

Program accomplishments

  • GRANT AND SCHOLARSHIPS TO INDIVIDUALS AND SYMPHONY FOR EDUCATIONAL PURPOSES. ESTIMATED 133 PEOPLE SERVED.
    Expenses $326,225 · grants $326,225
  • INTRODUCE FOURTH GRADE STUDENTS TO THE SYMPHONY AND TO THE SCHOLARSHIP FOUNDATION. APPROXIMATELY 1,000 STUDENTS INVOLVED.
    Expenses $24,225

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
39-6055248
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1962
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,734,347
Income (IRS master file)
$1,631,809

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$806,185$415,458$4,734,347XML
990August 2024$549,236$373,419$4,372,262IRS
990August 2023$457,503$373,244$3,924,752XML
990August 2022$502,887$356,698$3,812,819IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 39-6055248).

Questions about WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC

What is the EIN of WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC?
The employer identification number (EIN) of WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC is 39-6055248.
Is WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
Are donations to WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP 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 WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC?
The 990 for the year ended August 31, 2025 names LISA SANBORN.
Who are the officers and directors of WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC?
The 990 for the year ended August 31, 2025 lists 21 people; 1 received compensation from the organization, the highest $50,500 (KRISTIN BAYER, EXECUTIVE DI).
How much revenue does WEST BEND COMMUNITY & ALUMNI SCHOLARSHIP FOUNDATION INC have?
On its 990 for the year ended August 31, 2025 it reported revenue of $806,185, expenses of $415,458 and total assets of $4,734,347 at year end.

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