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Nonprofit · EIN 87-3560248

ROBERTSON RYAN & ASSOCIATES FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53202

Financials

$93K$98K2023$80K$69K2024
Revenue Expenses · by fiscal year end
Financials of ROBERTSON RYAN & ASSOCIATES FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$80,103$68,903$11,200$30,566$7,077$23,489
December 31, 2023990-PF$92,650$97,551-$4,901$12,289$0$12,289
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$80,103

Expenses

Grants and similar amounts paid
$65,827
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$68,903

Balance sheet and other

Total assets, start of year
$12,289
Total assets, end of year
$30,566
Total liabilities, end of year
$7,077
Net assets, end of year
$23,489
Fair market value of assets
$30,566
Qualifying distributions
$68,903

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
TRACEY MORAN FRICKER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
VICE PRESIDENT/SECRETARY1$0
PATTI BLASCHKA
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
PRESIDENT1$0
CHRISTOPHER ILLMAN
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
TREASURER1$0
MACK BORGES
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
JIM DUNKER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
ALLAN DEGNER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
MELISSA STAUBER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
TRACEY MORAN FRICKER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
VICE PRESIDENT/SECRETARY1$0
PATTI BLASCHKA
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
PRESIDENT1$0
CHRISTOPHER ILLMAN
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
TREASURER1$0
MACK BORGES
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
JIM DUNKER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
ALLAN DEGNER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0
MELISSA STAUBER
330 E KILBOURN AVENUE STE 850, MILWAUKEE, WI 53202
DIRECTOR1$0

Address and contacts

Address (IRS master file)
330 E KILBOURN AVE STE 850, MILWAUKEE, WI 53202-3170
In care of
% BRIAN REMZA
Signed the 990-PF
CHRIS ILLMAN, TREASURER
Phone
(800) 258-0277
Return prepared by
KERBER ECK & BRAECKEL LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-3560248
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$30,566
Income (IRS master file)
$80,103

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$80,103$68,903$30,566XML
990-PFDecember 2023$92,650$97,551$12,289XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 87-3560248).

Questions about ROBERTSON RYAN & ASSOCIATES FOUNDATION INC

What is the EIN of ROBERTSON RYAN & ASSOCIATES FOUNDATION INC?
The employer identification number (EIN) of ROBERTSON RYAN & ASSOCIATES FOUNDATION INC is 87-3560248.
Is ROBERTSON RYAN & ASSOCIATES FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to ROBERTSON RYAN & ASSOCIATES FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERTSON RYAN & ASSOCIATES FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERTSON RYAN & ASSOCIATES 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 ROBERTSON RYAN & ASSOCIATES FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ROBERTSON RYAN & ASSOCIATES FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does ROBERTSON RYAN & ASSOCIATES FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $80,103, expenses of $68,903 and total assets of $30,566 at year end.

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