William T Evjue Charitable Trust

Madison, WI
Tax-exempt since Aug. 1971
EIN: 23-7129606

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$1.75M (2025)

Expenses

$2M (2025)

Total Assets

$25.6M (2025)

Total Liabilities

$1.48k (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2025

Revenue

$1,750,904

Expenses

$1,996,915

Net Income

-$246,011

Net Assets

$25,608,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,714	0.2%
Dividends	$1,845,924	> 100%
Sales of Assets	-$154,984
Other Income	$56,250	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,672,802	83.8%
Compensation of Officers*	$180,000	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$25,609,782
Total Liabilities	$1,476
Net Assets	$25,608,306

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Oct. 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$1,730,777

Expenses

$1,931,413

Net Income

-$200,636

Net Assets

$24,785,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,560	0.3%
Dividends	$1,776,819	> 100%
Sales of Assets	-$50,602
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,627,133	84.2%
Compensation of Officers*	$180,000	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,785,018
Total Liabilities	$0
Net Assets	$24,785,018

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Sept. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$2,281,893

Expenses

$2,062,488

Net Income

$219,405

Net Assets

$23,824,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,098	0.1%
Dividends	$1,735,925	76.1%
Sales of Assets	$543,870	23.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,763,203	85.5%
Compensation of Officers*	$180,000	8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,826,372
Total Liabilities	$2,000
Net Assets	$23,824,372

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Oct. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$4,320,774

Expenses

$1,987,202

Net Income

$2,333,572

Net Assets

$22,216,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150	0.0%
Dividends	$1,919,007	44.4%
Sales of Assets	$2,401,617	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,651,424	83.1%
Compensation of Officers*	$180,000	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,258,110
Total Liabilities	$41,437
Net Assets	$22,216,673

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Sept. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$1,401,428

Expenses

$1,880,808

Net Income

-$479,380

Net Assets

$18,368,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$244	0.0%
Dividends	$960,555	68.5%
Sales of Assets	$440,629	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,612,424	85.7%
Compensation of Officers*	$180,000	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,368,043
Total Liabilities	$1
Net Assets	$18,368,042

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Sept. 7, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending May
2020

Revenue

$1,698,630

Expenses

$1,870,987

Net Income

-$172,357

Net Assets

$17,706,736

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,139	0.4%
Dividends	$1,853,847	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,624,093	86.8%
Compensation of Officers*	$180,000	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,706,737
Total Liabilities	$1
Net Assets	$17,706,736

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Oct. 1, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$1,776,169

Expenses

$1,916,132

Net Income

-$139,963

Net Assets

$16,885,706

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,538	0.9%
Dividends	$1,540,636	86.7%
Sales of Assets	$219,995	12.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,657,453	86.5%
Compensation of Officers*	$180,000	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,885,706
Total Liabilities	$0
Net Assets	$16,885,706

Compensation

Key Employees and Officers	Compensation	Other
Jim Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Sept. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending May
2018

Revenue

$2,142,037

Expenses

$1,885,640

Net Income

$256,397

Net Assets

$15,549,057

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,309	0.4%
Dividends	$1,500,914	70.1%
Sales of Assets	$632,814	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,615,514	85.7%
Compensation of Officers*	$180,000	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,549,057
Total Liabilities	$0
Net Assets	$15,549,057

Compensation

Key Employees and Officers	Compensation	Other
James Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Aug. 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending May
2017

Revenue

$2,107,642

Expenses

$1,809,842

Net Income

$297,800

Net Assets

$13,869,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$772	0.0%
Dividends	$1,493,255	70.8%
Sales of Assets	$613,615	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,556,765	86.0%
Compensation of Officers*	$180,000	9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,879,854
Total Liabilities	$10,648
Net Assets	$13,869,206

Compensation

Key Employees and Officers	Compensation	Other
John Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Aug. 21, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending May
2016

Revenue

$974,512

Expenses

$1,847,967

Net Income

-$873,455

Net Assets

$12,225,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$743	0.1%
Dividends	$1,483,415	> 100%
Sales of Assets	-$509,646
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,641,451	88.8%
Compensation of Officers*	$180,000	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,225,339
Total Liabilities	$0
Net Assets	$12,225,339

Compensation

Key Employees and Officers	Compensation	Other
John Lussier (Trustee)	$36,000	$0
Nancy B Gage (Trustee)	$36,000	$0
Clayton Frink (Trustee)	$36,000	$0
Dave Zweifel (Trustee)	$36,000	$0
Brady Williamson (Trustee)	$36,000	$0

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990-PF

Filed on Aug. 15, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

PDF (2 of 2)

Fiscal Year Ending May
2015

Revenue

$1,349,832

Expenses

$1,741,004

Net Income

-$391,172

Net Assets

$11,761,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,149	0.1%
Dividends	$1,484,331	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,523,075	87.5%
Compensation of Officers*	$180,000	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,762,262
Total Liabilities	$1,089
Net Assets	$11,761,173

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2014

Revenue

$1,418,907

Expenses

$1,641,759

Net Income

-$222,852

Net Assets

$10,792,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,558	0.1%
Dividends	$1,331,286	93.8%
Sales of Assets	$86,063	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,431,017	87.2%
Compensation of Officers*	$180,000	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,797,057
Total Liabilities	$4,682
Net Assets	$10,792,375

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2013

Revenue

$1,182,841

Expenses

$1,558,827

Net Income

-$375,986

Net Assets

$9,866,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,470	0.2%
Dividends	$1,129,345	95.5%
Sales of Assets	$50,503	4.3%
Other Income	$523	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,357,100	87.1%
Compensation of Officers*	$180,000	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,868,364
Total Liabilities	$2,104
Net Assets	$9,866,260

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2012

Revenue

$970,766

Expenses

$1,546,452

Net Income

-$575,686

Net Assets

$9,363,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,639	0.5%
Dividends	$1,082,129	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,337,615	86.5%
Compensation of Officers*	$180,000	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,364,921
Total Liabilities	$1,257
Net Assets	$9,363,664

990-PF

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated January 26, 2026

William T Evjue Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.75M (2025)

Expenses $2M (2025)

Total Assets $25.6M (2025)

Total Liabilities $1.48k (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2013

Revenue

$1.75M (2025)

Expenses

$2M (2025)

Total Assets

$25.6M (2025)

Total Liabilities

$1.48k (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2002