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The Portage 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.

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$691k (2023)

Expenses
$657k (2023)

Total Assets
$7.16M (2023)

Total Liabilities
$1.45M (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
$691,132
Expenses
$656,888
Net Income
$34,244
Net Assets
$5,711,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $404,781
58.6%
Program Services $0
Investment Income $162,240
23.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $124,111
18.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $84,810
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $25,815
3.9%
Assets/Debt
Total Assets $7,157,266
Total Liabilities $1,445,677
Net Assets $5,711,589
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Scott Taylor (Former Executive Director) $56,250 $0 $0
Janice Simmons Mortimer (Executive Director) $28,560 $0 $0
Deborah Smeiles (President) $0 $0 $0
Elizabeth Barry (Trustee) $0 $0 $0
Linda Zucca (Treasurer) $0 $0 $0
Angela Dejulius (Trustee) $0 $0 $0
Amy Adams (Trustee) $0 $0 $0
Denise Baba (Trustee) $0 $0 $0
Colin Boyle (Trustee) $0 $0 $0
Steve Fisher (Trustee) $0 $0 $0
Anne Jorgensen (Vice President) $0 $0 $0
Beth Padisak (Secretary) $0 $0 $0
Brent Pfeiffer (Trustee) $0 $0 $0
Kamelia Fisher (Trustee) $0 $0 $0
Ginger Cook (Trustee) $0 $0 $0
Marilyn Sessions (Trustee) $0 $0 $0
Will Sumser (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$215,895
Expenses
$421,421
Net Income
-$205,526
Net Assets
$5,166,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $191,805
88.8%
Program Services $0
Investment Income $99,647
46.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$75,557
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $84,250
20.0%
Professional Fundraising Fees $0
Other Salaries and Wages $39,370
9.3%
Assets/Debt
Total Assets $6,528,359
Total Liabilities $1,362,090
Net Assets $5,166,269
Compensation
Key Employees and Officers Compensation Related Other
Scott Taylor (Executive Director) $51,250 $0 $0
Toby Ann Weber (Interim Executive Director) $33,000 $0 $0
Deborah Smeiles (President) $0 $0 $0
Elizabeth Barry (Vice President) $0 $0 $0
Linda Zucca (Treasurer) $0 $0 $0
Angela Dejulius (Secretary) $0 $0 $0
Amy Adams (Trustee) $0 $0 $0
Denise Baba (Trustee) $0 $0 $0
Colin Boyle (Trustee) $0 $0 $0
Tony Bueno (Trustee) $0 $0 $0
Kathy Chudakoff (Trustee) $0 $0 $0
Steve Fisher (Trustee) $0 $0 $0
Jen Hayes (Trustee) $0 $0 $0
Anne Jorgensen (Trustee) $0 $0 $0
Beth Padisak (Trustee) $0 $0 $0
Brent Pfeiffer (Trustee) $0 $0 $0
Amy Papesh (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,059,250
Expenses
$558,925
Net Income
$500,325
Net Assets
$6,381,511
Notable Sources of Revenue Percent of Total Revenue
Contributions $695,707
65.7%
Program Services $0
Investment Income $90,097
8.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $273,446
25.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $97,752
17.5%
Professional Fundraising Fees $0
Other Salaries and Wages $38,439
6.9%
Assets/Debt
Total Assets $8,175,102
Total Liabilities $1,793,591
Net Assets $6,381,511
Compensation
Key Employees and Officers Compensation Related Other
Lindsey Loftus (Former Executive Director) $70,250 $0 $0
Toby Ann Weber (Interim Executive Director) $27,500 $0 $0
Deborah Smeiles (President) $0 $0 $0
Elizabeth Barry (Vice President) $0 $0 $0
Linda Zucca (Treasurer) $0 $0 $0
Angela Dejulius (Secretary) $0 $0 $0
Amy Adams (Trustee) $0 $0 $0
Denise Baba (Trustee) $0 $0 $0
Colin Boyle (Trustee) $0 $0 $0
Tony Bueno (Trustee) $0 $0 $0
Steve Fisher (Trustee) $0 $0 $0
Jen Hayes (Trustee) $0 $0 $0
Anne Jorgensen (Trustee) $0 $0 $0
Beth Padisak (Trustee) $0 $0 $0
Brent Pfeiffer (Trustee) $0 $0 $0
Amy Papesh (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,375,445
Expenses
$686,034
Net Income
$689,411
Net Assets
$7,098,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,324,056
96.3%
Program Services $0
Investment Income $145,376
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$93,987
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $68,750
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $66,833
9.7%
Assets/Debt
Total Assets $7,163,837
Total Liabilities $65,812
Net Assets $7,098,025
Compensation
Key Employees and Officers Compensation Related Other
Lindsey Loftus (Executive Director) $68,750 $0 $0
Denise Baba (Trustee) $0 $0 $0
Michael Bakes (President) $0 $0 $0
Lissa Berry (Vice President) $0 $0 $0
Doug Blay (Trustee) $0 $0 $0
Marjorie Conner (President) $0 $0 $0
Angela Dejulius (Trustee) $0 $0 $0
Sherry Joy (Trustee) $0 $0 $0
Deborah Smeiles (Secretary) $0 $0 $0
Bob Wolf (Trustee) $0 $0 $0
Linda Zucca (Treasurer) $0 $0 $0
Brent Pfeiffer (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$846,165
Expenses
$351,848
Net Income
$494,317
Net Assets
$5,755,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,059
31.2%
Program Services $0
Investment Income $87,303
10.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$14,021
Sales of Assets $508,824
60.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $75,000
21.3%
Professional Fundraising Fees $0
Other Salaries and Wages $20,214
5.7%
Assets/Debt
Total Assets $6,284,696
Total Liabilities $529,609
Net Assets $5,755,087
Compensation
Key Employees and Officers Compensation Related Other
Linda Fergason (Former Execu) $75,000 $0 $0
Denise Baba (Trustee) $0 $0 $0
Michael Bakes (President) $0 $0 $0
Lissa Berry (Vice Preside) $0 $0 $0
Doug Blay (Trustee) $0 $0 $0
Marjorie Conner (Treasurer) $0 $0 $0
Angela Dejulius (Trustee) $0 $0 $0
Sherry Joy (Trustee) $0 $0 $0
Lindsey Loftus (Executive Di) $0 $0 $0
Deborah Smeiles (Secretary) $0 $0 $0
Bob Wolf (Trustee) $0 $0 $0
Linda Zucca (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$567,233
Expenses
$312,779
Net Income
$254,454
Net Assets
$5,075,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $312,241
55.0%
Program Services $0
Investment Income $249,241
43.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,751
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $72,000
23.0%
Professional Fundraising Fees $0
Other Salaries and Wages $21,447
6.9%
Assets/Debt
Total Assets $5,732,382
Total Liabilities $657,054
Net Assets $5,075,328

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,052,051
Expenses
$226,053
Net Income
$1,825,998
Net Assets
$5,315,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,849,456
90.1%
Program Services $0
Investment Income $149,548
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $53,047
2.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $72,000
31.9%
Professional Fundraising Fees $0
Other Salaries and Wages $21,447
9.5%
Assets/Debt
Total Assets $5,326,553
Total Liabilities $11,500
Net Assets $5,315,053
Compensation
Key Employees and Officers Compensation Related Other
Linda Fergason (Executive Dir.) $72,000 $0 $0
Lissa Barry (Vice President) $0 $0 $0
Robert H Wolf (Trustee) $0 $0 $0
Michael Bakes (President) $0 $0 $0
Marjorie Conner (Treasurer) $0 $0 $0
Debbie Mann (Past President) $0 $0 $0
Scott Mckinney (Trustee) $0 $0 $0
Sherry Joy (Trustee) $0 $0 $0
Matthew French (Trustee) $0 $0 $0
Jean Meadows (Trustee) $0 $0 $0
Deborah Ann Smeiles (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$434,400
Expenses
$301,278
Net Income
$133,122
Net Assets
$3,172,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $268,074
61.7%
Program Services $0
Investment Income $90,475
20.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $75,851
17.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $72,000
23.9%
Professional Fundraising Fees $0
Other Salaries and Wages $20,797
6.9%
Assets/Debt
Total Assets $3,190,168
Total Liabilities $17,500
Net Assets $3,172,668

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$50,768
Expenses
$174,773
Net Income
-$225,541
Net Assets
$2,919,943
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,962
Program Services $0
Investment Income $1,145
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$56,875
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $95,163
54.4%
Assets/Debt
Total Assets $2,926,543
Total Liabilities $6,600
Net Assets $2,919,943

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$454,365
Expenses
$185,365
Net Income
$269,000
Net Assets
$3,126,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $320,405
70.5%
Program Services $0
Investment Income $114,792
25.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,168
4.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $89,413
48.2%
Assets/Debt
Total Assets $3,140,844
Total Liabilities $14,361
Net Assets $3,126,483
Compensation
Key Employees and Officers Compensation Related Other
Kevin Lewis (Past President) $0 $0 $0
Robert H Wolf (Vice President) $0 $0 $0
Ralph Kletzien (Secretary) $0 $0 $0
Michael Bakes (Trustee) $0 $0 $0
Marjorie Conner (Treasurer) $0 $0 $0
Debbie Mann (President) $0 $0 $0
Scott Mckinney (Trustee) $0 $0 $0
Michelle Smith (Trustee) $0 $0 $0
Sherry Joy (Trustee) $0 $0 $0
Matthew French (Trustee) $0 $0 $0
David Dix (Trustee) $0 $0 $0
Joann Hayes (Trustee) $0 $0 $0
Angela J Dejulius (Trustee) $0 $0 $0
Chas Madonio (Trustee) $0 $0 $0
Jean Meadows (Trustee) $0 $0 $0
Deborah Ann Smeiles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$396,283
Expenses
$110,264
Net Income
$286,019
Net Assets
$2,888,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $212,174
53.5%
Program Services $0
Investment Income $73,159
18.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $110,950
28.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $10,246
9.3%
Professional Fundraising Fees $0
Other Salaries and Wages $15,196
13.8%
Assets/Debt
Total Assets $2,901,283
Total Liabilities $13,068
Net Assets $2,888,215

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,667,903
Expenses
$73,117
Net Income
$1,594,786
Net Assets
$2,385,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,589,253
95.3%
Program Services $0
Investment Income $34,473
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$7,248
Sales of Assets $51,425
3.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,000
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $8,683
11.9%
Assets/Debt
Total Assets $2,395,925
Total Liabilities $10,641
Net Assets $2,385,284

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$134,861
Expenses
$44,819
Net Income
$90,042
Net Assets
$764,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $116,414
86.3%
Program Services $0
Investment Income $20,985
15.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,538
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,450
18.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $776,470
Total Liabilities $11,500
Net Assets $764,970

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.
2006

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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