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Calvin And Juanita Ritchey Whitlock Education Foundation Under Agreem

  • Jerseyville, IL
  • Tax-exempt since May 2009
  • EIN: 26-1626967

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$232k (2024)

Expenses
$308k (2024)

Total Assets
$2.75M (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,130
Expenses
$307,517
Net Income
-$75,387
Net Assets
$2,748,410
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,935
0.8%
Dividends $17,207
7.4%
Sales of Assets $19,838
8.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,651
51.6%
Compensation of Officers* $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 $2,748,410
Total Liabilities $0
Net Assets $2,748,410
Compensation
Key Employees and Officers Compensation Other
Allison Lorton (Advisory Cmmtte) $0 $0
Jason Brunaugh (Advisory Cmmtte) $0 $0
Mark Bearley (Advisory Cmmtte) $0 $0
Mark Schaefer (Advisory Cmmtte) $0 $0
Ken Trzaska (Advisory Cmmtte) $0 $0
Jersey State Bank (Trustee) $0 $0
Mary Schulte (Advisory Cmmtte) $0 $0
Thomas Leslie (Advisory Cmmtte) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$256,205
Expenses
$283,802
Net Income
-$27,597
Net Assets
$2,824,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $822
0.3%
Dividends $14,648
5.7%
Sales of Assets $8,082
3.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $123,365
43.5%
Compensation of Officers* $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 $2,824,883
Total Liabilities $0
Net Assets $2,824,883
Compensation
Key Employees and Officers Compensation Other
Allison Lorton (Advisory Cmmtte) $0 $0
Jason Brunaugh (Advisory Cmmtte) $0 $0
Mark Bearley (Advisory Cmmtte) $0 $0
Mark Schaefer (Advisory Cmmtte) $0 $0
Ken Trzaska (Advisory Cmmtte) $0 $0
Jersey State Bank (Trustee) $0 $0
Mary Schulte (Advisory Cmmtte) $0 $0
+ View more people

Document Links

990-PF
Filed on May 6, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$325,124
Expenses
$218,170
Net Income
$106,954
Net Assets
$2,842,755
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $322
0.1%
Dividends $13,448
4.1%
Sales of Assets $8,697
2.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,673
39.7%
Compensation of Officers* $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 $2,842,755
Total Liabilities $0
Net Assets $2,842,755
Compensation
Key Employees and Officers Compensation Other
Allison Lorton (Advisory Cmmtte) $0 $0
Jason Brunaugh (Advisory Cmmtte) $0 $0
Mark Bearley (Advisory Cmmtte) $0 $0
Mark Schaefer (Advisory Cmmtte) $0 $0
Ken Trzaska (Advisory Cmmtte) $0 $0
Jersey State Bank (Trustee) $0 $0
Mary Schulte (Advisory Cmmtte) $0 $0
Tina Wigfall (Advisory Cmmtte) $0 $0
+ View more people

Document Links

990-PF
Filed on May 4, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$206,510
Expenses
$205,944
Net Income
$566
Net Assets
$2,738,292
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $267
0.1%
Dividends $10,567
5.1%
Sales of Assets $12,693
6.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $71,038
34.5%
Compensation of Officers* $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 $2,738,292
Total Liabilities $0
Net Assets $2,738,292
Compensation
Key Employees and Officers Compensation Other
Allison Lorton (Advisory Cmmtte) $0 $0
Cory Breden (Advisory Cmmtte) $0 $0
Mark Bearley (Advisory Cmmtte) $0 $0
Mark Schaefer (Advisory Cmmtte) $0 $0
Ken Trzaska (Advisory Cmmtte) $0 $0
Jersey State Bank (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$251,657
Expenses
$169,577
Net Income
$82,080
Net Assets
$2,737,400
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $427
0.2%
Dividends $14,789
5.9%
Sales of Assets $1,127
0.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,267
37.3%
Compensation of Officers* $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 $2,737,401
Total Liabilities $1
Net Assets $2,737,400
Compensation
Key Employees and Officers Compensation Other
Eric Pistorius (Advisory Cmmtte) $0 $0
Cory Breden (Advisory Cmmtte) $0 $0
Mark Bearley (Advisory Cmmtte) $0 $0
Mark Schaefer (Advisory Cmmtte) $0 $0
Ken Trzaska (Advisory Cmmtte) $0 $0
Jersey State Bank (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$174,118
Expenses
$195,034
Net Income
-$20,916
Net Assets
$2,627,694
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $522
0.3%
Dividends $14,801
8.5%
Sales of Assets $7,246
4.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,180
41.1%
Compensation of Officers* $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 $2,627,709
Total Liabilities $15
Net Assets $2,627,694

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$208,035
Expenses
$230,525
Net Income
-$22,490
Net Assets
$2,637,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $587
0.3%
Dividends $13,556
6.5%
Sales of Assets $10,075
4.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $112,461
48.8%
Compensation of Officers* $20,093
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 $2,637,988
Total Liabilities $0
Net Assets $2,637,988

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$201,800
Expenses
$226,364
Net Income
-$24,564
Net Assets
$2,669,924
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $887
0.4%
Dividends $14,771
7.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,051
48.2%
Compensation of Officers* $17,048
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,669,924
Total Liabilities $0
Net Assets $2,669,924

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$223,867
Expenses
$164,955
Net Income
$58,912
Net Assets
$2,694,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,387
0.6%
Dividends $13,517
6.0%
Sales of Assets $8,646
3.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $58,130
35.2%
Compensation of Officers* $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 $2,694,880
Total Liabilities $0
Net Assets $2,694,880

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$170,827
Expenses
$230,923
Net Income
-$60,096
Net Assets
$2,638,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,255
0.7%
Dividends $16,948
9.9%
Sales of Assets $1,978
1.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $115,622
50.1%
Compensation of Officers* $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 $2,638,035
Total Liabilities $0
Net Assets $2,638,035

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$249,197
Expenses
$169,404
Net Income
$79,793
Net Assets
$2,701,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,365
0.5%
Dividends $16,222
6.5%
Sales of Assets $294
0.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,000
31.3%
Compensation of Officers* $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 $2,701,603
Total Liabilities $0
Net Assets $2,701,603

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

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.

Which Organizations Are Here?

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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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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