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Nonprofit · EIN 85-2249918

E-PLAN EXAM COMMUNITY FOUNDATION INC

Tax-exempt · BROOKFIELD, WI 53005

Financials

$0$1K2023$0$1K2024$0$3252025
Revenue Expenses · by fiscal year end
Financials of E-PLAN EXAM COMMUNITY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$0$325-$325$873$0$873
December 31, 2024990-PF$0$1,123-$1,123$1,198$0$1,198
December 31, 2023990-PF$0$1,275-$1,275$2,321$0$2,321
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$325

Balance sheet and other

Total assets, start of year
$1,198
Total assets, end of year
$873
Total liabilities, end of year
$0
Net assets, end of year
$873
Fair market value of assets
$873
Qualifying distributions
$325

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID ADAM MATTOX
W143N5284 SAINT ANDREWS CT, MENOMONEE FALLS, WI 53051
PRESIDENT0$0
LINDSAY LARSEN
W143N5284 SAINT ANDREWS CT, MENOMONEE FALLS, WI 53051
SECRETARY0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
DAVID ADAM MATTOX
W143N5284 SAINT ANDREWS CT, MENOMONEE FALLS, WI 53051
PRESIDENT0$0
LINDSAY LARSEN
W143N5284 SAINT ANDREWS CT, MENOMONEE FALLS, WI 53051
SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DAVID ADAM MATTOX
W143N5284 SAINT ANDREWS CT, MENOMONEE FALLS, WI 53051
PRESIDENT0$0
LINDSAY LARSEN
W143N5284 SAINT ANDREWS CT, MENOMONEE FALLS, WI 53051
SECRETARY0$0

Address and contacts

Address (IRS master file)
12605 W NORTH AVE PMB 189, BROOKFIELD, WI 53005-4629
In care of
% DA MATTOX
Signed the 990-PF
DAVID ADAM MATTOX, PRESIDENT
Phone
(414) 635-3274
Return prepared by
MUETH CPA LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
85-2249918
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B01)
Assets (IRS master file)
$873
Income (IRS master file)
$1

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$0$325$873IRS
990-PFDecember 2024$0$1,123$1,198IRS
990-PFDecember 2023$0$1,275$2,321XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 85-2249918).

Questions about E-PLAN EXAM COMMUNITY FOUNDATION INC

What is the EIN of E-PLAN EXAM COMMUNITY FOUNDATION INC?
The employer identification number (EIN) of E-PLAN EXAM COMMUNITY FOUNDATION INC is 85-2249918.
Is E-PLAN EXAM COMMUNITY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to E-PLAN EXAM COMMUNITY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E-PLAN EXAM COMMUNITY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of E-PLAN EXAM COMMUNITY FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did E-PLAN EXAM COMMUNITY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of E-PLAN EXAM COMMUNITY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does E-PLAN EXAM COMMUNITY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $0, expenses of $325 and total assets of $873 at year end.

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