Schalon Foundation

Saint Joseph, MI
Tax-exempt since April 1997
EIN: 38-3341098

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$406k (2024)

Expenses

$624k (2024)

Total Assets

$7.06M (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

$405,719

Expenses

$624,459

Net Income

-$218,740

Net Assets

$7,056,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$287,480	70.9%
Sales of Assets	$118,239	29.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$563,000	90.2%
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	$7,056,296
Total Liabilities	$0
Net Assets	$7,056,296

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on May 1, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$352,353

Expenses

$581,142

Net Income

-$228,789

Net Assets

$7,275,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$282,527	80.2%
Sales of Assets	$69,826	19.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$533,750	91.8%
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	$7,275,036
Total Liabilities	$0
Net Assets	$7,275,036

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on May 7, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$245,064

Expenses

$136,099

Net Income

$108,965

Net Assets

$7,906,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$188,573	76.9%
Sales of Assets	$56,491	23.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$483,750	> 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	$7,906,575
Total Liabilities	$0
Net Assets	$7,906,575

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on May 9, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$390,894

Expenses

$683,448

Net Income

-$292,554

Net Assets

$7,797,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$392,547	> 100%
Sales of Assets	-$1,653
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$635,000	92.9%
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	$7,797,610
Total Liabilities	$0
Net Assets	$7,797,610

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on April 20, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$192,351

Expenses

$349,232

Net Income

-$156,881

Net Assets

$8,090,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$202,573	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$8,090,164
Total Liabilities	$1
Net Assets	$8,090,163

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on May 12, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$248,293

Expenses

$455,518

Net Income

-$207,225

Net Assets

$8,247,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$248,293	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$397,500	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	$8,247,045
Total Liabilities	$1
Net Assets	$8,247,044

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on June 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$553,690

Expenses

$315,761

Net Income

$237,929

Net Assets

$8,454,270

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,761	14.0%
Sales of Assets	$76,516	13.8%
Other Income	$399,413	72.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$277,000	87.7%
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	$8,454,270
Total Liabilities	$0
Net Assets	$8,454,270

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0

990-PF

Filed on May 13, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$446,691

Expenses

$254,227

Net Income

$192,464

Net Assets

$3,935,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,152	22.0%
Sales of Assets	$35,275	7.9%
Other Income	$313,264	70.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,210	92.1%
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	$3,935,121
Total Liabilities	$0
Net Assets	$3,935,121

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0
Marcella Schalon (Pres Director)	$0	$0

990-PF

Filed on May 3, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$230,252

Expenses

$259,170

Net Income

-$28,918

Net Assets

$3,742,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,853	31.2%
Sales of Assets	$24,917	10.8%
Other Income	$133,482	58.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,900	93.7%
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	$3,742,657
Total Liabilities	$0
Net Assets	$3,742,657

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0
Marcella Schalon (Pres Director)	$0	$0

990-PF

Filed on June 2, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$207,886

Expenses

$578,465

Net Income

-$370,579

Net Assets

$3,771,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$125,318	60.3%
Sales of Assets	$82,568	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$550,700	95.2%
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	$3,771,575
Total Liabilities	$0
Net Assets	$3,771,575

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0
Marcella J Schalon (Pres Director)	$0	$0

990-PF

Filed on April 28, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$334,757

Expenses

$421,517

Net Income

-$86,760

Net Assets

$4,142,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,231	16.5%
Sales of Assets	$193,099	57.7%
Other Income	$86,427	25.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,100	93.7%
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	$4,142,154
Total Liabilities	$0
Net Assets	$4,142,154

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0
Marcella J Schalon (Pres Director)	$0	$0

990-PF

Filed on April 24, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$685,281

Expenses

$760,299

Net Income

-$75,018

Net Assets

$4,228,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,581	25.2%
Sales of Assets	$187,734	27.4%
Other Income	$324,966	47.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$732,500	96.3%
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	$4,228,914
Total Liabilities	$0
Net Assets	$4,228,914

Compensation

Key Employees and Officers	Compensation	Other
Scott Schalon (Treasurer Dir)	$0	$0
Susan K Schalon (Secretary Dir)	$0	$0
Marcella J Schalon (Pres Director)	$0	$0

990-PF

Filed on May 5, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$221,818

Expenses

$259,806

Net Income

-$37,988

Net Assets

$4,303,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77	0.0%
Dividends	$76,901	34.7%
Sales of Assets	$952	0.4%
Other Income	$143,888	64.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,300	91.7%
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	$4,303,932
Total Liabilities	$1
Net Assets	$4,303,931

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$66,678

Expenses

$286,712

Net Income

-$220,034

Net Assets

$4,652,274

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,678	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,480	92.6%
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	$4,652,275
Total Liabilities	$1
Net Assets	$4,652,274

990-PF

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

PDF

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Schalon Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $406k (2024)

Expenses $624k (2024)

Total Assets $7.06M (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

Compensation

Document Links

Revenue

$406k (2024)

Expenses

$624k (2024)

Total Assets

$7.06M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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