The Lakeview Foundation Inc

Milwaukee, WI
Tax-exempt since Nov. 1996
EIN: 39-1857646

Receive an email when new data is available for this organization.

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$868k (2025)

Expenses

$661k (2025)

Total Assets

$10.1M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 July
2025

Revenue

$868,027

Expenses

$660,564

Net Income

$207,463

Net Assets

$10,084,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$172,311	19.9%
Sales of Assets	$695,716	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$576,384	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	$10,084,500
Total Liabilities	$0
Net Assets	$10,084,500

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Director)	$0	$0
Ken Krueger (Director)	$0	$0
Kelly Denk (Treasurer And Director)	$0	$0
Jane Bartlett (Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2024

Revenue

$679,107

Expenses

$628,411

Net Income

$50,696

Net Assets

$9,877,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$282,277	41.6%
Sales of Assets	$396,830	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$526,565	83.8%
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	$9,877,037
Total Liabilities	$0
Net Assets	$9,877,037

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Director)	$0	$0
Ken Krueger (Director)	$0	$0
Kelly Denk (Treasurer And Director)	$0	$0
Jane Bartlett (Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 12, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2023

Revenue

$831,328

Expenses

$609,725

Net Income

$221,603

Net Assets

$9,826,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$242,327	29.1%
Sales of Assets	$589,001	70.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$526,583	86.4%
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	$9,826,341
Total Liabilities	$0
Net Assets	$9,826,341

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Director)	$0	$0
Ken Krueger (Director)	$0	$0
Kelly Denk (Director)	$0	$0
William H Foshag (Assistant Treasurer And Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 24, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2022

Revenue

$457,757

Expenses

$765,733

Net Income

-$307,976

Net Assets

$9,604,738

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$252,234	55.1%
Sales of Assets	$205,523	44.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$622,193	81.3%
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	$9,604,738
Total Liabilities	$0
Net Assets	$9,604,738

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Director)	$0	$0
Ken Krueger (Director)	$0	$0
Kelly Denk (Director)	$0	$0
William H Foshag (Assistant Treasurer And Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0
Gregory Meuler (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 3, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2021

Revenue

$1,335,107

Expenses

$734,383

Net Income

$600,724

Net Assets

$9,912,713

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$205,743	15.4%
Sales of Assets	$1,129,364	84.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$622,802	84.8%
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	$9,912,714
Total Liabilities	$1
Net Assets	$9,912,713

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Director)	$0	$0
Ken Krueger (Director)	$0	$0
Kelly Denk (Director)	$0	$0
William H Foshag (Assistant Treasurer And Director)	$0	$0
Gregory Meuler (Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 22, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending July
2020

Revenue

$406,199

Expenses

$653,248

Net Income

-$247,049

Net Assets

$9,311,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$237,756	58.5%
Sales of Assets	$168,443	41.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$551,375	84.4%
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	$9,311,990
Total Liabilities	$1
Net Assets	$9,311,989

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Director)	$0	$0
Ken Krueger (Director)	$0	$0
Kelly Denk (Director)	$0	$0
William H Foshag (Assistant Treasurer And Director)	$0	$0
Gregory Meuler (Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Oct. 23, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2019

Revenue

$634,683

Expenses

$664,352

Net Income

-$29,669

Net Assets

$9,559,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$227,888	35.9%
Sales of Assets	$406,795	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$561,626	84.5%
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	$9,559,039
Total Liabilities	$0
Net Assets	$9,559,039

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Directo)	$0	$0
Robert H Brogan (Director)	$0	$0
Kelly Denk (Director)	$0	$0
William H Foshag (Assistant Treasurer And Di)	$0	$0
Gregory Meuler (Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Sept. 30, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2018

Revenue

$633,866

Expenses

$646,223

Net Income

-$12,357

Net Assets

$9,588,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$217,719	34.3%
Sales of Assets	$416,147	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$535,000	82.8%
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	$9,588,709
Total Liabilities	$0
Net Assets	$9,588,709

Compensation

Key Employees and Officers	Compensation	Other
Matthew J Linn (Director)	$0	$0
Ruth Mcguire (Secretary And Director)	$0	$0
Fred J Bartkowski (Vice President And Directo)	$0	$0
Robert H Brogan (Director)	$0	$0
Kelly Denk (Director)	$0	$0
William H Foshag (Assistant Treasurer And Di)	$0	$0
Gregory Meuler (Director)	$0	$0
Ron Perri (President And Director)	$0	$0
Charles Severson (Director)	$0	$0
Timothy A Valley (Director)	$0	$0

+ View more people

990-PF

Filed on Dec. 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending July
2017

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 July
2016

Revenue

$235,262

Expenses

$651,293

Net Income

-$416,031

Net Assets

$9,665,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$240,015	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$535,000	82.1%
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	$9,665,257
Total Liabilities	$0
Net Assets	$9,665,257

990-PF

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

PDF

Fiscal Year Ending July
2015

Revenue

$847,375

Expenses

$530,548

Net Income

$316,827

Net Assets

$10,081,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$250,083	29.5%
Sales of Assets	$597,292	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$395,000	74.5%
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	$10,081,288
Total Liabilities	$0
Net Assets	$10,081,288

990-PF

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

PDF

Fiscal Year Ending July
2014

Revenue

$835,544

Expenses

$499,636

Net Income

$335,908

Net Assets

$9,764,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$290,472	34.8%
Sales of Assets	$545,072	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,250	75.1%
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	$9,764,461
Total Liabilities	$0
Net Assets	$9,764,461

990-PF

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

PDF

Fiscal Year Ending July
2013

Revenue

$509,087

Expenses

$749,296

Net Income

-$240,209

Net Assets

$9,428,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$305,268	60.0%
Sales of Assets	$203,819	40.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$635,000	84.7%
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	$9,428,553
Total Liabilities	$0
Net Assets	$9,428,553

990-PF

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

PDF

Fiscal Year Ending July
2012

Revenue

$143,395

Expenses

$734,545

Net Income

-$591,150

Net Assets

$9,668,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$327,503	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$600,000	81.7%
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	$9,668,762
Total Liabilities	$0
Net Assets	$9,668,762

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

The Lakeview Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $868k (2025)

Expenses $661k (2025)

Total Assets $10.1M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$868k (2025)

Expenses

$661k (2025)

Total Assets

$10.1M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

Fiscal Year Ending July
2003

Fiscal Year Ending July
2002