Umhoefer Foundation Inc

Marshfield, WI
Tax-exempt since March 1986
EIN: 39-1543060

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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.

Donations to this organization are tax deductible.

Revenue

$382k (2024)

Expenses

$357k (2024)

Total Assets

$2.82M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$382,282

Expenses

$356,791

Net Income

$25,491

Net Assets

$2,815,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$115,738	30.3%
Sales of Assets	$266,544	69.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,805	93.6%
Compensation of Officers*	$26,131	7.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,815,182
Total Liabilities	$0
Net Assets	$2,815,182

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 7, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$252,913

Expenses

$343,786

Net Income

-$90,873

Net Assets

$2,790,177

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$109,090	43.1%
Interest Revenue	$0
Dividends	$101,914	40.3%
Sales of Assets	$41,909	16.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,945	94.5%
Compensation of Officers*	$21,843	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,790,177
Total Liabilities	$0
Net Assets	$2,790,177

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 8, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$236,954

Expenses

$388,035

Net Income

-$151,081

Net Assets

$2,851,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103,400	43.6%
Interest Revenue	$0
Dividends	$91,340	38.5%
Sales of Assets	$42,214	17.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,081	93.6%
Compensation of Officers*	$22,503	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,851,787
Total Liabilities	$0
Net Assets	$2,851,787

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$379,889

Expenses

$297,399

Net Income

$82,490

Net Assets

$3,003,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,811	29.2%
Sales of Assets	$269,078	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$270,660	91.0%
Compensation of Officers*	$25,128	8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,003,011
Total Liabilities	$0
Net Assets	$3,003,011

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$368,696

Expenses

$278,680

Net Income

$90,016

Net Assets

$2,920,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,641	11.6%
Interest Revenue	$0
Dividends	$86,548	23.5%
Sales of Assets	$239,507	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$260,561	93.5%
Compensation of Officers*	$20,843	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,920,376
Total Liabilities	$1
Net Assets	$2,920,375

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on Aug. 6, 2021

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

View Filing

Schedules ▼

XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Revenue

$367,564

Expenses

$263,388

Net Income

$104,176

Net Assets

$2,798,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,126	16.4%
Interest Revenue	$0
Dividends	$97,235	26.5%
Sales of Assets	$210,203	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,719	91.4%
Compensation of Officers*	$19,438	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,798,069
Total Liabilities	$1
Net Assets	$2,798,068

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 26, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$410,345

Expenses

$242,221

Net Income

$168,124

Net Assets

$2,694,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$145,471	35.5%
Interest Revenue	$0
Dividends	$80,048	19.5%
Sales of Assets	$184,826	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,935	90.8%
Compensation of Officers*	$19,021	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,694,245
Total Liabilities	$0
Net Assets	$2,694,245

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$284,593

Expenses

$208,688

Net Income

$75,905

Net Assets

$2,526,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$48,245	17.0%
Interest Revenue	$0
Dividends	$77,078	27.1%
Sales of Assets	$159,270	56.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$193,778	92.9%
Compensation of Officers*	$17,075	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,526,201
Total Liabilities	$0
Net Assets	$2,526,201

Compensation

Key Employees and Officers	Compensation	Other
Daniel Umhoefer (President)	$0	$0
Richard Umhoefer (Vice President)	$0	$0
Thomas Umhoefer (Secretary/Treasurer)	$0	$0

990-PF

Filed on May 10, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$220,410

Expenses

$212,998

Net Income

$7,412

Net Assets

$2,519,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,664	18.4%
Interest Revenue	$0
Dividends	$67,300	30.5%
Sales of Assets	$112,446	51.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$190,530	89.5%
Compensation of Officers*	$15,816	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,519,796
Total Liabilities	$0
Net Assets	$2,519,796

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$300,178

Expenses

$182,754

Net Income

$117,424

Net Assets

$2,512,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,307	24.8%
Sales of Assets	$225,871	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,972	91.9%
Compensation of Officers*	$15,465	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	$2,512,277
Total Liabilities	$0
Net Assets	$2,512,277

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$164,024

Expenses

$163,078

Net Income

$946

Net Assets

$2,392,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,723	5.9%
Interest Revenue	$0
Dividends	$59,575	36.3%
Sales of Assets	$94,726	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$146,824	90.0%
Compensation of Officers*	$13,103	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,392,877
Total Liabilities	$0
Net Assets	$2,392,877

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$182,882

Expenses

$155,725

Net Income

$27,157

Net Assets

$2,391,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,182	29.6%
Sales of Assets	$128,700	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,295	92.0%
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	$2,391,186
Total Liabilities	$0
Net Assets	$2,391,186

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$54,881

Expenses

$143,469

Net Income

-$88,588

Net Assets

$2,364,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,943	80.1%
Sales of Assets	$10,938	19.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,382	91.6%
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	$2,364,322
Total Liabilities	$0
Net Assets	$2,364,322

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Umhoefer Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $382k (2024)

Expenses $357k (2024)

Total Assets $2.82M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$382k (2024)

Expenses

$357k (2024)

Total Assets

$2.82M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2021

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2020

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2019

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2018

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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

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2010

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