John & Matilda Shumsky Foundation

Traverse City, MI
Tax-exempt since Nov. 1988
EIN: 38-2806447

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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.

Revenue

$23.7k (2024)

Expenses

$69.5k (2024)

Total Assets

$869k (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

Revenue

$23,700

Expenses

$69,526

Net Income

-$45,826

Net Assets

$868,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,227	> 100%
Sales of Assets	-$39,654
Other Income	$7,127	30.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,100	92.2%
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	$868,644
Total Liabilities	$0
Net Assets	$868,644

Compensation

Key Employees and Officers	Compensation	Other
Karen Gartland (President)	$0	$0
Patrick Heintz (Vice President)	$0	$0
Kenneth Kleinrichert Jr (Secretary)	$0	$0
Sally Black (Treasurer)	$0	$0
Todd Oosterhouse (Member)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$45,042

Expenses

$29,344

Net Income

$15,698

Net Assets

$916,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,606	50.2%
Sales of Assets	$12,493	27.7%
Other Income	$9,943	22.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,600	80.4%
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	$916,783
Total Liabilities	$0
Net Assets	$916,783

Compensation

Key Employees and Officers	Compensation	Other
Karen Gartland (President)	$0	$0
Patrick Heintz (Vice President)	$0	$0
Kenneth Kleinrichert Jr (Secretary)	$0	$0
Sally Black (Treasurer)	$0	$0
Todd Oosterhouse (Member)	$0	$0

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990-PF

Filed on Nov. 6, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$52,813

Expenses

$48,585

Net Income

$4,228

Net Assets

$901,085

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,987	71.9%
Sales of Assets	-$955
Other Income	$15,781	29.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,000	90.6%
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	$901,085
Total Liabilities	$0
Net Assets	$901,085

Compensation

Key Employees and Officers	Compensation	Other
Karen Gartland (President)	$0	$0
Patrick Heintz (Vice President)	$0	$0
Kenneth Kleinrichert Jr (Secretary)	$0	$0
Sally Black (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$99,274

Expenses

$53,677

Net Income

$45,597

Net Assets

$898,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,516	65.0%
Sales of Assets	$24,594	24.8%
Other Income	$10,164	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,000	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	$898,083
Total Liabilities	$0
Net Assets	$898,083

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$58,466

Expenses

$50,302

Net Income

$8,164

Net Assets

$853,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,242	91.1%
Sales of Assets	$0
Other Income	$5,410	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,000	91.4%
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	$853,710
Total Liabilities	$1
Net Assets	$853,709

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on May 17, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$66,202

Expenses

$44,840

Net Income

$21,362

Net Assets

$846,134

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,204	74.3%
Sales of Assets	$6,689	10.1%
Other Income	$10,309	15.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	94.8%
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	$846,135
Total Liabilities	$1
Net Assets	$846,134

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on July 15, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$73,702

Expenses

$44,000

Net Income

$29,702

Net Assets

$824,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,217	76.3%
Sales of Assets	$5,556	7.5%
Other Income	$11,929	16.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,000	100%
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	$824,991
Total Liabilities	$0
Net Assets	$824,991

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$60,731

Expenses

$41,710

Net Income

$19,021

Net Assets

$795,303

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,641	27.4%
Sales of Assets	$34,199	56.3%
Other Income	$9,891	16.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,000	98.3%
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	$795,303
Total Liabilities	$0
Net Assets	$795,303

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on Nov. 13, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$45,332

Expenses

$43,252

Net Income

$2,080

Net Assets

$778,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,019	72.8%
Sales of Assets	$2,158	4.8%
Other Income	$10,155	22.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	92.5%
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	$778,207
Total Liabilities	$0
Net Assets	$778,207

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on Nov. 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$54,209

Expenses

$46,796

Net Income

$7,413

Net Assets

$776,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,402	76.4%
Sales of Assets	$0
Other Income	$12,807	23.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	90.8%
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	$776,127
Total Liabilities	$0
Net Assets	$776,127

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on Aug. 24, 2016

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

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$68,750

Expenses

$48,880

Net Income

$19,870

Net Assets

$768,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,440	26.8%
Sales of Assets	$15,001	21.8%
Other Income	$35,309	51.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,000	83.9%
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	$768,714
Total Liabilities	$0
Net Assets	$768,714

Compensation

Key Employees and Officers	Compensation	Other
Kenneth Kleinrichert (President)	$0	$0
Mary Oosterhouse (Director)	$0	$0
Thomas Gartland (Director)	$0	$0
Sue Nichols (Secretary)	$0	$0
Patrick Heintz (Treasurer)	$0	$0

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990-PF

Filed on Jan. 30, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$134,522

Expenses

$41,439

Net Income

$93,083

Net Assets

$748,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,738	28.8%
Sales of Assets	$64,576	48.0%
Other Income	$31,208	23.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,500	88.1%
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	$748,844
Total Liabilities	$0
Net Assets	$748,844

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$62,496

Expenses

$36,903

Net Income

$25,593

Net Assets

$655,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,570	55.3%
Sales of Assets	$46	0.1%
Other Income	$27,880	44.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,325	87.6%
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	$655,761
Total Liabilities	$1
Net Assets	$655,760

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$44,334

Expenses

$37,796

Net Income

$6,538

Net Assets

$630,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,471	41.7%
Sales of Assets	$7,299	16.5%
Other Income	$18,564	41.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,000	87.3%
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	$630,168
Total Liabilities	$0
Net Assets	$630,168

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Updated January 26, 2026

John & Matilda Shumsky Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $23.7k (2024)

Expenses $69.5k (2024)

Total Assets $869k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$23.7k (2024)

Expenses

$69.5k (2024)

Total Assets

$869k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001