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William J & Barbara A Schmidt Family Foundation Inc

  • Appleton, WI
  • Tax-exempt since Sept. 1997
  • EIN: 39-1869271

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.

Category: Employment, Job-Related / Unknown (J00Z) (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2024 tax filing, this nonprofit:

Operated a donor-advised fund
Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Summary charts: organization finances over time

Revenue
$543k (2024)

Expenses
$1.54M (2024)

Total Assets
$7.01M (2024)

Total Liabilities
$694k (2024)

Years with multiple filings
Source: Form 990 tax filings from 2012 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
Revenue
$543,112
Expenses
$1,537,047
Net Income
-$993,935
Net Assets
$6,315,929
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,915
0.9%
Program Services $0
Investment Income $236,854
43.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $301,343
55.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,009,857
Total Liabilities $693,928
Net Assets $6,315,929
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Barbara Schmidt (President) $0 $0 $0
Marne Keller Krikava (Director) $0 $0 $0
Dr Sarah Schmidt (Vice President/Secretary/Treasurer) $0 $0 $0
Nancy Armbrust (Director) $0 $0 $0
Chris Woleske (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 17, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$794,033
Expenses
$854,276
Net Income
-$60,243
Net Assets
$7,040,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $50,000
6.3%
Program Services $0
Investment Income $119,262
15.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $624,771
78.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,236,734
Total Liabilities $195,764
Net Assets $7,040,970
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Barbara Schmidt (President And Director) $0 $0 $0
Brad Benz (Treasurer Thru 10/23) $0 $0 $0
Marne Keller Krikava (Director) $0 $0 $0
Dr Sarah Schmidt (Vice President/Secretary/Treasurer) $0 $0 $0
Stephen Kuper (Director Thru 10/23) $0 $0 $0
Nancy Armbrust (Director) $0 $0 $0
Chris Woleske (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 28, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$409,024
Expenses
$1,400,779
Net Income
-$991,755
Net Assets
$6,478,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $129,862
31.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $279,162
68.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,861,017
Total Liabilities $382,150
Net Assets $6,478,867
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Barbara Schmidt (President And Director) $0 $0 $0
Brad Benz (Treasurer And Director) $0 $0 $0
Marne Keller Krikava (Director) $0 $0 $0
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 4, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$613,843
Expenses
$396,722
Net Income
$217,121
Net Assets
$9,710,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $207,820
33.9%
Program Services $0
Investment Income $75,922
12.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $330,101
53.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,799,606
Total Liabilities $89,417
Net Assets $9,710,189
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Barbara Schmidt (President And Director) $0 $0 $0
Brad Benz (Treasurer And Director) $0 $0 $0
Marne Keller Krikava (Director) $0 $0 $0
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,798,877
Expenses
$1,119,597
Net Income
$679,280
Net Assets
$9,232,309
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,292,043
71.8%
Program Services $0
Investment Income $94,677
5.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $412,157
22.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,410,321
Total Liabilities $178,012
Net Assets $9,232,309
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Barbara Schmidt (President And Director) $0 $0 $0
Brad Benz (Treasurer And Director) $0 $0 $0
Marne Keller Krikava (Director) $0 $0 $0
Mary Evans (Past Director) $0 $0 $0
Michael Wise (Past Treasurer And Director) $0 $0 $0
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 18, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,830
Expenses
$1,036,843
Net Income
-$700,013
Net Assets
$6,753,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $116,119
34.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $220,711
65.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,870,247
Total Liabilities $117,034
Net Assets $6,753,213
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
Mary Evans (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$470,148
Expenses
$492,358
Net Income
-$22,210
Net Assets
$7,512,042
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $117,528
25.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $352,620
75.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,600,004
Total Liabilities $87,962
Net Assets $7,512,042
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
Mary Evans (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$668,327
Expenses
$707,164
Net Income
-$38,837
Net Assets
$7,422,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $428,357
64.1%
Program Services $0
Investment Income $94,245
14.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $145,725
21.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,604,579
Total Liabilities $181,700
Net Assets $7,422,879
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
Mary Evans (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 14, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,106,152
Expenses
$598,272
Net Income
$1,507,880
Net Assets
$6,723,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,970,274
93.5%
Program Services $0
Investment Income $79,391
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $56,487
2.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,855,054
Total Liabilities $132,006
Net Assets $6,723,048
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
Mary Evans (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 8, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,155,062
Expenses
$510,844
Net Income
$644,218
Net Assets
$4,307,239
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,132,807
98.1%
Program Services $0
Investment Income $65,288
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$43,033
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,432,115
Total Liabilities $124,876
Net Assets $4,307,239
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
Mary Evans (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 14, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$856,524
Expenses
$435,577
Net Income
$420,947
Net Assets
$3,892,433
Notable Sources of Revenue Percent of Total Revenue
Contributions $540,823
63.1%
Program Services $0
Investment Income $62,692
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $253,009
29.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,995,021
Total Liabilities $102,588
Net Assets $3,892,433
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Larry Kath (Past Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
Mary Evans (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 26, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$889,516
Expenses
$393,817
Net Income
$495,699
Net Assets
$3,577,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $793,675
89.2%
Program Services $0
Investment Income $51,995
5.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,846
4.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,638,269
Total Liabilities $60,672
Net Assets $3,577,597
Other
Operated a donor-advised fund
Compensation
Key Employees and Officers Compensation Related Other
Sarah Schmidt (Vice President/Secretary) $0 $0 $0
Barbara Schmidt (President And Director) $0 $0 $0
Larry Kath (Director) $0 $0 $0
Michael Wise (Treasurer And Director) $0 $0 $0
Stephen Kuper (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 15, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$531,967
Expenses
$261,938
Net Income
$270,029
Net Assets
$2,530,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $456,228
85.8%
Program Services $0
Investment Income $45,722
8.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $30,017
5.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,537,095
Total Liabilities $6,774
Net Assets $2,530,321

Document Links

990
Filed on Jan. 31, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$333,160
Expenses
$334,758
Net Income
-$1,598
Net Assets
$2,035,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $271,735
81.6%
Program Services $0
Investment Income $37,322
11.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,103
7.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,056,184
Total Liabilities $21,033
Net Assets $2,035,151

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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 »

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.

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About Nonprofit Explorer

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.

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