Joan Woodman Orton Mccullum Foundation Inc

Richland Ctr, WI
Tax-exempt since May 2000
EIN: 39-1955914

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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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Revenue

$171k (2024)

Expenses

$206k (2024)

Total Assets

$2.88M (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

$171,350

Expenses

$205,945

Net Income

-$34,595

Net Assets

$2,879,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,838	53.0%
Sales of Assets	$80,454	47.0%
Other Income	$58	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$173,882	84.4%
Compensation of Officers*	$12,000	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	$2,879,351
Total Liabilities	$0
Net Assets	$2,879,351

Compensation

Key Employees and Officers	Compensation	Other
Corey M Davis (Vice President)	$4,000	$0
Sheila Troxel (Secretary)	$4,000	$0
Joseph L Halverson (Presidenttreasurer)	$4,000	$0

990-PF

Filed on June 24, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$91,618

Expenses

$194,164

Net Income

-$102,546

Net Assets

$2,912,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$89,290	97.5%
Sales of Assets	$2,239	2.4%
Other Income	$89	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,970	85.0%
Compensation of Officers*	$12,000	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,912,867
Total Liabilities	$0
Net Assets	$2,912,867

Compensation

Key Employees and Officers	Compensation	Other
Corey M Davis (Vice President)	$4,000	$0
Sheila Troxel (Secretary)	$4,000	$0
Joseph L Halverson (Presidenttreasurer)	$4,000	$0

990-PF

Filed on June 4, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$135,666

Expenses

$188,747

Net Income

-$53,081

Net Assets

$3,015,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,903	58.2%
Sales of Assets	$56,706	41.8%
Other Income	$57	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,170	82.7%
Compensation of Officers*	$12,000	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	$3,015,808
Total Liabilities	$0
Net Assets	$3,015,808

Compensation

Key Employees and Officers	Compensation	Other
Corey M Davis (Vice President)	$4,000	$0
Sheila Troxel (Secretary)	$4,000	$0
Joseph L Halverson (Presidenttreasurer)	$4,000	$0

990-PF

Filed on Nov. 15, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$306,438

Expenses

$223,311

Net Income

$83,127

Net Assets

$3,076,207

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,839	26.7%
Sales of Assets	$224,488	73.3%
Other Income	$111	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,923	85.9%
Compensation of Officers*	$12,000	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,076,207
Total Liabilities	$0
Net Assets	$3,076,207

Compensation

Key Employees and Officers	Compensation	Other
Corey M Davis (Vice President)	$0	$0
Sheila Troxel (Secretary)	$0	$0
Joseph L Halverson (Presidenttreasurer)	$0	$0

990-PF

Filed on May 16, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$122,003

Expenses

$182,390

Net Income

-$60,387

Net Assets

$2,993,712

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,458	65.9%
Sales of Assets	$41,441	34.0%
Other Income	$104	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,450	84.7%
Compensation of Officers*	$12,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,993,713
Total Liabilities	$1
Net Assets	$2,993,712

Compensation

Key Employees and Officers	Compensation	Other
Corey M Davis (Vice President)	$4,000	$0
Sheila Troxel (Secretary)	$4,000	$0
Joseph L Halverson (Presidenttreasurer)	$4,000	$0

990-PF

Filed on Oct. 13, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$111,473

Expenses

$172,217

Net Income

-$60,744

Net Assets

$3,049,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,217	76.4%
Sales of Assets	$25,921	23.3%
Other Income	$335	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,431	73.4%
Compensation of Officers*	$13,500	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,049,516
Total Liabilities	$1
Net Assets	$3,049,515

Compensation

Key Employees and Officers	Compensation	Other
Corey M Davis (Vice President)	$0	$0
Sheila Troxel (Secretary)	$0	$0
Joseph L Halverson (Presidenttreasurer)	$0	$0

990-PF

Filed on July 23, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$982,973

Expenses

$178,424

Net Income

$804,549

Net Assets

$3,110,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,788	9.5%
Sales of Assets	$888,464	90.4%
Other Income	$721	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,828	76.7%
Compensation of Officers*	$15,000	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	$3,110,802
Total Liabilities	$0
Net Assets	$3,110,802

Compensation

Key Employees and Officers	Compensation	Other
Judith L Davis (Vice President)	$5,000	$0
Sheila Troxel (Secretary)	$5,000	$0
Joseph L Halverson (Presidenttreasurer)	$5,000	$0

990-PF

Filed on May 15, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$218,355

Expenses

$199,808

Net Income

$18,547

Net Assets

$2,308,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,173	30.8%
Sales of Assets	$151,182	69.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,423	78.8%
Compensation of Officers*	$22,500	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,308,021
Total Liabilities	$0
Net Assets	$2,308,021

Compensation

Key Employees and Officers	Compensation	Other
Judith L Davis (Presidenttreas)	$7,500	$0
Jeannette Kaderavek (Secretary)	$7,500	$0
Joseph L Halverson (Vice President)	$7,500	$0

990-PF

Filed on May 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$348,898

Expenses

$208,489

Net Income

$140,409

Net Assets

$2,288,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,752	23.7%
Sales of Assets	$266,118	76.3%
Other Income	$28	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,405	84.6%
Compensation of Officers*	$7,500	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,288,777
Total Liabilities	$0
Net Assets	$2,288,777

Compensation

Key Employees and Officers	Compensation	Other
Judith L Davis (Presidenttreas)	$2,500	$0
Jeannette Kaderavek (Secretary)	$2,500	$0
Joseph L Halverson (Vice President)	$2,500	$0

990-PF

Filed on May 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$96,359

Expenses

$182,506

Net Income

-$86,147

Net Assets

$2,148,650

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,945	69.5%
Sales of Assets	$29,363	30.5%
Other Income	$51	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$144,258	79.0%
Compensation of Officers*	$15,000	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	$2,148,650
Total Liabilities	$0
Net Assets	$2,148,650

Compensation

Key Employees and Officers	Compensation	Other
Judith L Davis (Presidenttreas)	$0	$0
Jeannette Kaderavek (Secretary)	$0	$0
Joseph L Halverson (Vice President)	$0	$0

990-PF

Filed on July 1, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$132,739

Expenses

$194,849

Net Income

-$62,110

Net Assets

$2,234,635

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,118	49.8%
Sales of Assets	$66,586	50.2%
Other Income	$35	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,204	78.6%
Compensation of Officers*	$15,000	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,234,635
Total Liabilities	$0
Net Assets	$2,234,635

Compensation

Key Employees and Officers	Compensation	Other
Judith L Davis (Presidenttreas)	$0	$0
Jeannette Kaderavek (Secretary)	$0	$0
Joseph L Halverson (Vice President)	$0	$0

990-PF

Filed on July 24, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$208,575

Expenses

$175,404

Net Income

$33,171

Net Assets

$2,296,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,995	28.8%
Sales of Assets	$148,541	71.2%
Other Income	$39	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,792	83.1%
Compensation of Officers*	$15,000	8.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,296,354
Total Liabilities	$0
Net Assets	$2,296,354

Compensation

Key Employees and Officers	Compensation	Other
Judith L Davis (Presidenttreas)	$5,000	$0
Jeannette Kaderavek (Secretary)	$5,000	$0
Joseph L Halverson (Vice President)	$5,000	$0

990-PF

Filed on May 21, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$212,223

Expenses

$192,526

Net Income

$19,697

Net Assets

$2,263,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,839	3.7%
Dividends	$64,202	30.3%
Sales of Assets	$140,142	66.0%
Other Income	$40	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,362	85.4%
Compensation of Officers*	$15,000	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,263,183
Total Liabilities	$1
Net Assets	$2,263,182

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$118,090

Expenses

$182,428

Net Income

-$64,338

Net Assets

$2,243,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,063	4.3%
Dividends	$61,760	52.3%
Sales of Assets	$48,422	41.0%
Other Income	$2,845	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,032	85.5%
Compensation of Officers*	$15,000	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	$2,243,486
Total Liabilities	$1
Net Assets	$2,243,485

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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

Primary tax return for a private foundation'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.

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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.

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Joan Woodman Orton Mccullum Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $171k (2024)

Expenses $206k (2024)

Total Assets $2.88M (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

$171k (2024)

Expenses

$206k (2024)

Total Assets

$2.88M (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