Nonprofit · EIN 65-0450903
SAINT MICHAEL FOUNDATION INC
Tax-exempt · FORT MYERS, FL 33901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $136,727 | $104,250 | $32,477 | $1,834,681 | $0 | $1,834,681 |
| June 30, 2024 | 990 | $74,820 | $21,213 | $53,607 | $1,675,443 | $0 | $1,675,443 |
| June 30, 2023 | 990 | $85,293 | $21,155 | $64,138 | $1,550,350 | $0 | $1,550,350 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $72,127
- Program service revenue
- $0
- Investment income
- $64,600
- Net gain from sales of assets
- $35,184
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $103,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,250
- Program services (functional)
- $103,000
- Management and general (functional)
- $1,250
Balance sheet and other
- Total assets, start of year
- $1,675,443
- Total assets, end of year
- $1,834,681
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,834,681
- Publicly traded securities
- $1,705,799
- Gross receipts
- $238,740
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1993
- State of legal domicile
- FL
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 |
|---|---|---|---|
| TIM UNDERHILL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JACK POHLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| DAVID BASS | DIRECTOR Trustee or director | 1 | $0 |
| KELLY ZINN | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM TRUAX III | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM MINOR | DIRECTOR Trustee or director | 1 | $0 |
| DAN MASER | DIRECTOR Trustee or director | 1 | $0 |
| ROY PETERSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM UNDERHILL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JACK POHLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| DAVID BASS | DIRECTOR Trustee or director | 1 | $0 |
| LEE BERCHTOLD | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE MATZAT | DIRECTOR Trustee or director | 1 | $0 |
| KATI MISER | DIRECTOR Trustee or director | 1 | $0 |
| DR BILLY TRUAX | DIRECTOR Trustee or director | 1 | $0 |
| KELLY ZINN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIM UNDERHILL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JACK POHLMAN | TREASURER Trustee or director, Officer | 1 | $0 |
| KELLY ZINN | DIRECTOR Trustee or director | 1 | $0 |
| KATI MISER | DIRECTOR Trustee or director | 1 | $0 |
| JON ZEHNDER | DIRECTOR Trustee or director | 1 | $0 |
| LEE BERCHTOLD | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE MATZAT | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3595 BROADWAY, FORT MYERS, FL 33901-8021
- In care of
- % ROBERT ZIEGLER
- Principal officer (990 for 2024)
- WILLIAM TRUAX III, 3595 BROADWAY, FORT MYERS, FL 339018021
- Signed the 990
- WILLIAM TRUAX III, PRESIDENT
- Phone
- (239) 939-1218
- Return prepared by
- WILTSHIRE WHITLEY RICHARDSON ENGLISH PA
Mission
FOR THE ADVANCEMENT OF RELIGION, CHARITY AND EDUCATION VIA SUPPORT OF SAINT MICHAEL LUTHERAN CHURCH AND SAINT MICHAEL LUTHERAN SCHOOL, WHICH ARE BOTH 501(C)(3) ORGANIZATIONS.
Program accomplishments
- SMLCS SUPPORT - GRANT TO SAINT MICHAEL LUTHERAN CHURCH AND SCHOOL FOR CAPITAL IMPROVEMENTS, TO MAKE RELATED DEBT PAYMENTS AND TO SUPPLEMENT FINANCIAL AID FOR SCHOOL TUITION.Expenses $103,000 · grants $103,000
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
- 65-0450903
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,834,681
- Income (IRS master file)
- $238,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $136,727 | $104,250 | $1,834,681 | IRS |
| 990 | June 2024 | $74,820 | $21,213 | $1,675,443 | IRS |
| 990 | June 2023 | $85,293 | $21,155 | $1,550,350 | XML |
| 990 | June 2022 | $814,780 | $145,082 | $1,284,389 | IRS |
| 990 | 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 65-0450903).
Questions about SAINT MICHAEL FOUNDATION INC
- What is the EIN of SAINT MICHAEL FOUNDATION INC?
- The employer identification number (EIN) of SAINT MICHAEL FOUNDATION INC is 65-0450903.
- Is SAINT MICHAEL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to SAINT MICHAEL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAINT MICHAEL 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 SAINT MICHAEL 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 SAINT MICHAEL 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 SAINT MICHAEL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names WILLIAM TRUAX III.
- Who are the officers and directors of SAINT MICHAEL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does SAINT MICHAEL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $136,727, expenses of $104,250 and total assets of $1,834,681 at year end.
Other nonprofits in FORT MYERS
- LEE HEALTH SYSTEM INC EIN 99-2646504 · last filed 990 for 2025
- LEESAR INC EIN 26-3818222 · last filed 990 for 2025
- CHRISTIAN & MISSIONARY ALLIANCE FOUNDATION INC EIN 59-1166437 · last filed 990 for 2025
- FAMILY HEALTH CENTERS OF SOUTHWEST FLORIDA INC EIN 59-1741273 · last filed 990 for 2025
- HARRY CHAPIN FOOD BANK OF SOUTHWEST FLORIDA INC EIN 59-2332120 · last filed 990 for 2025
- CYPRESS COVE AT HEALTHPARK FLORIDA INC EIN 65-0610085 · last filed 990 for 2025
- THE EARLY LEARNING COALITION OF SOUTHWEST FLORIDA INC EIN 65-1144775 · last filed 990 for 2025
- GOODWILL INDUSTRIES OF SOUTHWEST FLORIDA INC EIN 59-6196141 · last filed 990 for 2024