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Katherine Bogadus Tr Uw

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.

Summary charts: organization finances over time

Revenue
$178k (2024)

Expenses
$246k (2024)

Total Assets
$1.99M (2024)

Total Liabilities
$0 (2024)

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
$177,755
Expenses
$245,905
Net Income
-$68,150
Net Assets
$1,994,762
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $83,515
47.0%
Interest Revenue $12,642
7.1%
Dividends $54,375
30.6%
Sales of Assets $26,957
15.2%
Other Income $266
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $98,557
40.1%
Compensation of Officers* $20,970
8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,994,762
Total Liabilities $0
Net Assets $1,994,762
Compensation
Key Employees and Officers Compensation Other
Heartland Bank Trust Company (Trustee) $20,970 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,199
Expenses
$233,862
Net Income
-$36,663
Net Assets
$2,067,871
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $101,594
51.5%
Interest Revenue $14,246
7.2%
Dividends $50,161
25.4%
Sales of Assets $29,789
15.1%
Other Income $1,409
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $100,532
43.0%
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 $2,067,871
Total Liabilities $0
Net Assets $2,067,871
Compensation
Key Employees and Officers Compensation Other
Martha Jo Orris (Wealth Advisor) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,636
Expenses
$130,440
Net Income
$9,196
Net Assets
$2,123,262
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $92,591
66.3%
Interest Revenue $23,498
16.8%
Dividends $51,998
37.2%
Sales of Assets -$33,083
Other Income $4,632
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,200
30.1%
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 $2,123,262
Total Liabilities $0
Net Assets $2,123,262
Compensation
Key Employees and Officers Compensation Other
Martha Jo Orris (Wealth Advisor) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$296,959
Expenses
$107,455
Net Income
$189,504
Net Assets
$2,180,383
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $120,818
40.7%
Interest Revenue $17,283
5.8%
Dividends $49,401
16.6%
Sales of Assets $94,745
31.9%
Other Income $14,712
5.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,903
61.3%
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 $2,180,383
Total Liabilities $0
Net Assets $2,180,383
Compensation
Key Employees and Officers Compensation Other
Nathan Ihnes (Foundation Mgr.) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$223,989
Expenses
$184,043
Net Income
$39,946
Net Assets
$2,048,867
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $124,079
55.4%
Interest Revenue $16,275
7.3%
Dividends $32,482
14.5%
Sales of Assets $47,243
21.1%
Other Income $3,910
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,703
57.4%
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 $2,048,868
Total Liabilities $1
Net Assets $2,048,867
Compensation
Key Employees and Officers Compensation Other
Nathan Ihnes (Foundation Mgr.) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,315
Expenses
$193,844
Net Income
$38,471
Net Assets
$2,052,245
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $95,566
41.1%
Interest Revenue $23,199
10.0%
Dividends $37,599
16.2%
Sales of Assets $64,720
27.9%
Other Income $11,231
4.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,029
67.6%
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 $2,052,246
Total Liabilities $1
Net Assets $2,052,245
Compensation
Key Employees and Officers Compensation Other
Marty Orris (Foundation Mgr.) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$178,570
Expenses
$129,357
Net Income
$49,213
Net Assets
$1,996,529
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $104,384
58.5%
Interest Revenue $17,604
9.9%
Dividends $32,399
18.1%
Sales of Assets -$1,976
Other Income $26,159
14.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $94,017
72.7%
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 $1,996,529
Total Liabilities $0
Net Assets $1,996,529
Compensation
Key Employees and Officers Compensation Other
Gail L Nunnery (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$182,640
Expenses
$112,258
Net Income
$70,382
Net Assets
$1,971,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $121,749
66.7%
Interest Revenue $18,639
10.2%
Dividends $28,807
15.8%
Sales of Assets $5,274
2.9%
Other Income $8,171
4.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,857
74.7%
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 $1,971,056
Total Liabilities $0
Net Assets $1,971,056
Compensation
Key Employees and Officers Compensation Other
Gail L Nunnery (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$165,291
Expenses
$126,147
Net Income
$39,144
Net Assets
$1,956,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $112,349
68.0%
Interest Revenue $22,456
13.6%
Dividends $25,520
15.4%
Sales of Assets -$281
Other Income $5,247
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,792
87.8%
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 $1,956,002
Total Liabilities $0
Net Assets $1,956,002
Compensation
Key Employees and Officers Compensation Other
Gail L Nunnery (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$337,183
Expenses
$103,801
Net Income
$233,382
Net Assets
$1,958,228
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $142,673
42.3%
Interest Revenue $22,198
6.6%
Dividends $21,748
6.4%
Sales of Assets $143,309
42.5%
Other Income $7,255
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,578
93.0%
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 $1,958,228
Total Liabilities $0
Net Assets $1,958,228
Compensation
Key Employees and Officers Compensation Other
Gail L Nunnery (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$249,076
Expenses
$190,836
Net Income
$58,240
Net Assets
$1,792,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $144,814
58.1%
Interest Revenue $30,591
12.3%
Dividends $25,785
10.4%
Sales of Assets $0
Other Income $47,886
19.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,723
85.3%
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 $1,792,959
Total Liabilities $0
Net Assets $1,792,959
Compensation
Key Employees and Officers Compensation Other
Gail L Nunnery (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$228,515
Expenses
$157,922
Net Income
$70,593
Net Assets
$1,762,937
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $133,486
58.4%
Interest Revenue $31,480
13.8%
Dividends $24,825
10.9%
Sales of Assets $0
Other Income $38,724
16.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $141,114
89.4%
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 $1,762,937
Total Liabilities $0
Net Assets $1,762,937
Compensation
Key Employees and Officers Compensation Other
Gail L Nunnery (Vice President) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$289,880
Expenses
$159,798
Net Income
$130,082
Net Assets
$1,704,911
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $119,685
41.3%
Interest Revenue $26,374
9.1%
Dividends $19,127
6.6%
Sales of Assets $103,606
35.7%
Other Income $21,088
7.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $152,384
95.4%
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 $1,704,912
Total Liabilities $1
Net Assets $1,704,911

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$165,224
Expenses
$117,552
Net Income
$47,672
Net Assets
$1,564,492
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $121,553
73.6%
Interest Revenue $36,061
21.8%
Dividends $7,610
4.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,686
93.3%
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 $1,564,493
Total Liabilities $1
Net Assets $1,564,492

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

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.
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  • 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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