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John J And Pauline Gerlach Foundation

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: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.59M (2023)

Expenses
$1.54M (2023)

Total Assets
$70.2M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,585,152
Expenses
$1,539,700
Net Income
$45,452
Net Assets
$70,193,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,585,152
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $70,193,689
Total Liabilities $0
Net Assets $70,193,689
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Trustee) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trustee) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
John L Boylan (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $574,139 $105,945
Scott G Heitkamp (Asst Treasurer) $0 $305,028 $63,469

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,404,116
Expenses
$1,305,032
Net Income
$99,084
Net Assets
$82,779,730
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,404,116
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,879,730
Total Liabilities $100,000
Net Assets $82,779,730
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Tru) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trus) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
John L Boylan (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $605,659 $51,618
Scott Heitkamp (Asst Treasurer) $0 $355,752 $58,454

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,283,807
Expenses
$1,010,021
Net Income
$273,786
Net Assets
$69,649,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,283,807
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $69,849,857
Total Liabilities $200,000
Net Assets $69,649,857
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Tru) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trus) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
John L Boylan (Trustee (As Of 10/13/21)) $0 $0 $0
Douglas F Kridler (Asst Secretary/Trustee (3/17 10/13)) $0 $541,279 $102,138
Scott Heitkamp (Asst Treasurer) $0 $250,751 $53,696

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,675,527
Expenses
$1,704,835
Net Income
$2,970,692
Net Assets
$76,938,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,499,517
74.8%
Program Services $0
Investment Income $1,176,010
25.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $77,238,328
Total Liabilities $300,000
Net Assets $76,938,328
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Tru) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trus) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee (Thru 12/25/20)) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $526,038 $101,206
Scott Heitkamp (Asst Treasurer) $0 $230,961 $52,149

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,187,503
Expenses
$7,179,582
Net Income
-$5,992,079
Net Assets
$64,805,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,187,503
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,205,500
Total Liabilities $6,400,000
Net Assets $64,805,500
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Tru) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trus) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $553,945 $99,735
Scott Heitkamp (Asst Treasurer) $0 $223,497 $49,418

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,081,674
Expenses
$780,268
Net Income
$301,406
Net Assets
$77,970,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $1,081,674
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $77,970,942
Total Liabilities $0
Net Assets $77,970,942
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Tru) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trus) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $437,690 $99,545
Scott Heitkamp (Asst Treasurer) $0 $207,943 $47,877

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$975,769
Expenses
$664,892
Net Income
$310,877
Net Assets
$57,275,098
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $975,769
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $57,275,098
Total Liabilities $0
Net Assets $57,275,098
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chairperson/Treas/Trustee) $0 $0 $0
Susan Gerlach Douglass (Chairperson/Secretary/Trustee) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $676,215 $98,699
Scott Heitkamp (Asst Treasurer) $0 $190,419 $35,458

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$888,291
Expenses
$2,225,927
Net Income
-$1,337,636
Net Assets
$62,177,322
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $888,291
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $62,187,322
Total Liabilities $10,000
Net Assets $62,177,322
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chair/Treas/Trustee) $0 $0 $0
Susan Gerlach Douglass (Chair/Secretary/Trustee) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $369,141 $103,216
Raymond J Biddiscombe (Asst Treasurer (Thru 6.17.16)) $0 $151,023 $23,755
Scott Heitkamp (Asst Treasurer (From 6.18.16)) $0 $134,586 $12,333

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,945,238
Expenses
$690,805
Net Income
$2,254,433
Net Assets
$52,416,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,945,238
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,446,788
Total Liabilities $30,000
Net Assets $52,416,788
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chair/Treas/Trustee) $0 $0 $0
Susan Gerlach Douglass (Chair/Secretary/Trustee) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $358,216 $114,866
Raymond J Biddiscombe (Asst Treasurer) $0 $210,081 $36,098

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$762,041
Expenses
$1,651,870
Net Income
-$889,829
Net Assets
$40,823,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $762,041
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,323,285
Total Liabilities $500,000
Net Assets $40,823,285
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chair/Treas/Trustee) $0 $0 $0
Susan Gerlach Douglass (Chair/Secretary/Trustee) $0 $0 $0
James E Kunk (Trustee) $0 $0 $0
David P Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $346,143 $112,661
Raymond J Biddiscombe (Asst Treasurer) $0 $198,778 $35,607

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$693,831
Expenses
$1,341,878
Net Income
-$648,047
Net Assets
$39,363,367
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $693,831
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,363,367
Total Liabilities $0
Net Assets $39,363,367
Compensation
Key Employees and Officers Compensation Related Other
David P Gerlach (President/Trustee) $0 $0 $0
John B Gerlach Jr (Vice Chair/Treas/Trustee) $0 $0 $0
Susan Gerlach Douglass (Chair/Secretary/Trustee) $0 $0 $0
James Kunk (Trustee) $0 $0 $0
David Lauer (Trustee) $0 $0 $0
Richard R Murphey Jr (Trustee) $0 $0 $0
R L Richards (Trustee) $0 $0 $0
Douglas F Kridler (Asst Secretary) $0 $335,895 $110,706
Raymond J Biddiscombe (Asst Treasurer) $0 $192,079 $38,489

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,765,002
Expenses
$609,887
Net Income
$2,155,115
Net Assets
$31,896,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,765,002
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,896,439
Total Liabilities $0
Net Assets $31,896,439

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$577,917
Expenses
$539,447
Net Income
$38,470
Net Assets
$29,805,525
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $577,917
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,805,525
Total Liabilities $0
Net Assets $29,805,525

Document Links

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

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

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

About 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 »

Get the Data

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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