Wahlin Foundation Inc

Stoughton, WI
Tax-exempt since Sept. 1999
EIN: 39-1948530

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.11M (2024)

Expenses

$474k (2024)

Total Assets

$6.01M (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

$1,107,678

Expenses

$473,553

Net Income

$634,125

Net Assets

$6,011,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$375,613	33.9%
Sales of Assets	$732,065	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,362	93.2%
Compensation of Officers*	$79,406	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,011,731
Total Liabilities	$0
Net Assets	$6,011,731

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$76,906	$0
Margaret W Blanchard (Director)	$500	$0
William D Wahlin (Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Donald D Wahlin (Ceo/Director)	$500	$0

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990-PF

Filed on May 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,159,753

Expenses

$480,988

Net Income

$678,765

Net Assets

$5,393,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$316,816	27.3%
Sales of Assets	$842,937	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,157	98.4%
Compensation of Officers*	$68,641	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,393,269
Total Liabilities	$0
Net Assets	$5,393,269

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$66,141	$0
Margaret W Blanchard (Director)	$500	$0
William D Wahlin (Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Donald D Wahlin (Ceo/Director)	$500	$0

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990-PF

Filed on May 1, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$455,428

Expenses

$528,603

Net Income

-$73,175

Net Assets

$4,722,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$221,273	48.6%
Sales of Assets	$234,155	51.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$511,943	96.8%
Compensation of Officers*	$68,641	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,722,689
Total Liabilities	$0
Net Assets	$4,722,689

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$66,141	$0
Margaret W Blanchard (Director)	$500	$0
William D Whalin (Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Donald D Wahlin (Ceo/Director)	$500	$0

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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

$601,257

Expenses

$386,884

Net Income

$214,373

Net Assets

$4,765,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75	0.0%
Interest Revenue	$44	0.0%
Dividends	$221,490	36.8%
Sales of Assets	$376,537	62.6%
Other Income	$3,111	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$373,082	96.4%
Compensation of Officers*	$68,641	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,765,048
Total Liabilities	$0
Net Assets	$4,765,048

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$66,141	$0
Margaret W Blanchard (Director)	$500	$0
William D Whalin (Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Donald D Wahlin (Ceo/Director)	$500	$0

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990-PF

Filed on July 15, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$464,284

Expenses

$337,807

Net Income

$126,477

Net Assets

$4,555,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108	0.0%
Dividends	$186,863	40.2%
Sales of Assets	$276,689	59.6%
Other Income	$624	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,295	96.3%
Compensation of Officers*	$54,047	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,555,919
Total Liabilities	$1
Net Assets	$4,555,918

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$51,547	$0
Donald D Wahlin (Ceo/Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Margaret W Blanchard (Director)	$500	$0
William D Whalin (Director)	$500	$0

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990-PF

Filed on May 14, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$492,947

Expenses

$331,442

Net Income

$161,505

Net Assets

$4,432,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	20.3%
Interest Revenue	$543	0.1%
Dividends	$151,038	30.6%
Sales of Assets	$239,471	48.6%
Other Income	$1,895	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,044	92.3%
Compensation of Officers*	$52,494	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,432,340
Total Liabilities	$1
Net Assets	$4,432,339

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$49,994	$0
Donald D Wahlin (Ceo/Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Margaret W Blanchard (Director)	$500	$0
William D Whalin (Director)	$500	$0

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990-PF

Filed on June 18, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$274,212

Expenses

$309,047

Net Income

-$34,835

Net Assets

$4,279,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	36.5%
Interest Revenue	$785	0.3%
Dividends	$179,540	65.5%
Sales of Assets	-$8,300
Other Income	$2,187	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,094	85.5%
Compensation of Officers*	$52,494	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,279,592
Total Liabilities	$0
Net Assets	$4,279,592

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$49,994	$0
Donald D Wahlin (Ceo/Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Margaret W Blanchard (Director)	$500	$0
William D Whalin (Director)	$500	$0

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990-PF

Filed on May 10, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$95,799

Expenses

$277,706

Net Income

-$181,907

Net Assets

$4,337,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	> 100%
Interest Revenue	$805	0.8%
Dividends	$152,753	> 100%
Sales of Assets	-$163,252
Other Income	$5,493	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,994	80.3%
Compensation of Officers*	$52,994	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,337,317
Total Liabilities	$0
Net Assets	$4,337,317

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth W Mcclimon (Treasurer/Director)	$49,994	$0
Donald D Wahlin (Ceo/Director)	$500	$0
Carol L Wahlin (President/Director)	$500	$0
Daniel D Wahlin (Treasurer/Director)	$500	$0
Kathryn W Schieldt (Director)	$500	$0
Margaret W Blanchard (Director)	$500	$0
William D Whalin (Director)	$500	$0

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990-PF

Filed on May 11, 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

$1,173,913

Expenses

$282,428

Net Income

$891,485

Net Assets

$4,903,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,055,500	89.9%
Interest Revenue	$418	0.0%
Dividends	$109,583	9.3%
Sales of Assets	$8,062	0.7%
Other Income	$350	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,444	91.9%
Compensation of Officers*	$3,000	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,903,840
Total Liabilities	$0
Net Assets	$4,903,840

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$1,218,186

Expenses

$156,516

Net Income

$1,061,670

Net Assets

$4,012,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	82.1%
Interest Revenue	$5,849	0.5%
Dividends	$127,001	10.4%
Sales of Assets	$26,066	2.1%
Other Income	$59,270	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,694	90.5%
Compensation of Officers*	$3,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,012,355
Total Liabilities	$0
Net Assets	$4,012,355

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$254,881

Expenses

$149,386

Net Income

$105,495

Net Assets

$2,950,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39	0.0%
Dividends	$60,485	23.7%
Sales of Assets	$172,120	67.5%
Other Income	$22,237	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$141,986	95.0%
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	$2,950,685
Total Liabilities	$0
Net Assets	$2,950,685

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$190,397

Expenses

$167,956

Net Income

$22,441

Net Assets

$2,845,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$128	0.1%
Dividends	$68,348	35.9%
Sales of Assets	$121,993	64.1%
Other Income	-$72

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,867	89.2%
Compensation of Officers*	$2,000	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,845,190
Total Liabilities	$0
Net Assets	$2,845,190

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$33,065

Expenses

$185,268

Net Income

-$152,203

Net Assets

$2,822,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$360	1.1%
Dividends	$87,279	> 100%
Sales of Assets	$0
Other Income	-$7,170

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,928	81.5%
Compensation of Officers*	$2,500	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,822,749
Total Liabilities	$0
Net Assets	$2,822,749

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Wahlin Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.11M (2024)

Expenses $474k (2024)

Total Assets $6.01M (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

$1.11M (2024)

Expenses

$474k (2024)

Total Assets

$6.01M (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.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001