West Bend Community Foundation Inc

Milwaukee, WI
Tax-exempt since Nov. 1999
EIN: 39-1971548

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 / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 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.

Revenue

$7.67M (2023)

Expenses

$4.92M (2023)

Total Assets

$75.3M (2023)

Total Liabilities

$1.43M (2023)

Source: Form 990 tax filings from 2010 to 2023

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.
2023

Revenue

$7,671,849

Expenses

$4,915,723

Net Income

$2,756,126

Net Assets

$73,851,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,141,000	80.0%
Program Services	$0
Investment Income	$429,394	5.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,101,455	14.4%
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	$75,283,978
Total Liabilities	$1,432,193
Net Assets	$73,851,785

Operated a donor-advised fund

Compensation

Key Employees and Officers	Compensation	Related	Other
Jon Kieckhafer (Treasurer)	$0	$0	$0
James Danaher (Secretary)	$0	$0	$0
Tonnie Schmidt (Director)	$0	$0	$0
Ruth Henkle (Director)	$0	$0	$0
Allen Ericson (Director)	$0	$0	$0
Claire Rolfs (Director)	$0	$0	$0
Charles O'meara (Director)	$0	$0	$0
Kelly Tighle (Director)	$0	$0	$0
Rose Petitte (Director)	$0	$0	$0
Rob Johnson (President (Start 6/23))	$0	$0	$0
Peter Ziegler (President (End 6/23))	$0	$0	$0
Ellen Gilligan (Assistant Secretary)	$0	$324,970	$57,748
Ken Robertson (Assistant Treasurer)	$0	$201,605	$29,243

+ View more people

990

Filed on Nov. 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$6,633,490

Expenses

$5,835,143

Net Income

$798,347

Net Assets

$65,254,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,718,148	71.1%
Program Services	$0
Investment Income	$620,186	9.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,295,156	19.5%
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	$66,429,370
Total Liabilities	$1,174,733
Net Assets	$65,254,637

Operated a donor-advised fund

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Ziegler (President)	$0	$0	$0
John Kieckhafer (Treasurer)	$0	$0	$0
James Danaher (Secretary)	$0	$0	$0
Tonnie Schmidt (Director)	$0	$0	$0
Ruth Henkle (Director (Start 9/22))	$0	$0	$0
Rob Johnson (Director (End 6/22))	$0	$0	$0
Allen Ericson (Director)	$0	$0	$0
Claire Rolfs (Director)	$0	$0	$0
Charles O'meara (Director)	$0	$0	$0
Kelly Tighle (Director)	$0	$0	$0
Rose Petitte (Director)	$0	$0	$0
Ellen Gilligan (Assistant Secretary)	$0	$335,274	$67,319
Ken Robertson (Assistant Treasurer)	$0	$214,320	$28,654

+ View more people

990

Filed on Nov. 13, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$10,575,689

Expenses

$4,513,217

Net Income

$6,062,472

Net Assets

$77,808,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,714,901	44.6%
Program Services	$0
Investment Income	$556,144	5.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,304,644	50.2%
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	$79,149,428
Total Liabilities	$1,341,025
Net Assets	$77,808,403

Operated a donor-advised fund

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Ziegler (President)	$0	$0	$0
John Kieckhafer (Treasurer)	$0	$0	$0
James Danaher (Secretary)	$0	$0	$0
Tonnie Schmidt (Director)	$0	$0	$0
Patricia Strachota (Director (End 6/21))	$0	$0	$0
Kevin Steiner (Director (End 6/21))	$0	$0	$0
Rob Johnson (Director)	$0	$0	$0
Allen Ericson (Director)	$0	$0	$0
Claire Rolfs (Director)	$0	$0	$0
Charles O'meara (Director)	$0	$0	$0
Kelly Tighle (Director (Start 6/21))	$0	$0	$0
Rose Petitte (Director (Start 6/21))	$0	$0	$0
Ellen Gilligan (Assistant Secretary)	$0	$305,069	$62,231
Ken Robertson (Assistant Treasurer)	$0	$204,960	$23,888

+ View more people

990

Filed on Nov. 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$6,454,372

Expenses

$4,532,248

Net Income

$1,922,124

Net Assets

$65,733,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,712,243	42.0%
Program Services	$0
Investment Income	$452,169	7.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,289,960	51.0%
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	$67,541,910
Total Liabilities	$1,808,634
Net Assets	$65,733,276

Operated a donor-advised fund

Compensation

Key Employees and Officers	Compensation	Related	Other
Peter Ziegler (President)	$0	$0	$0
John Kieckhafer (Treasurer)	$0	$0	$0
James Danaher (Secretary)	$0	$0	$0
Tonnie Schmidt (Director)	$0	$0	$0
Patricia Strachota (Director)	$0	$0	$0
Kevin Steiner (Director)	$0	$0	$0
Rob Johnson (Director)	$0	$0	$0
Allen Ericson (Director)	$0	$0	$0
Claire Rolfs (Director)	$0	$0	$0
Charles O'meara (Director)	$0	$0	$0
Bill Gehl (Director (End 6/20))	$0	$0	$0
George Prescott (Director (End 6/20))	$0	$0	$0
Stephen O'meara (Director (End 6/20))	$0	$0	$0
Ken Robertson (Assistant Treasurer)	$0	$207,769	$22,515
Ellen Gilligan (Assistant Secretary)	$0	$368,480	$42,515

+ View more people

990

Filed on Nov. 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$5,424,954

Expenses

$5,414,783

Net Income

$10,171

Net Assets

$59,378,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,130,497	57.7%
Program Services	$0
Investment Income	$534,192	9.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,760,265	32.4%
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	$61,277,061
Total Liabilities	$1,898,850
Net Assets	$59,378,211

990

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$6,855,689

Expenses

$4,428,712

Net Income

$2,426,977

Net Assets

$53,957,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$4,604,709	67.2%
Program Services	$0
Investment Income	$499,452	7.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,751,528	25.5%
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	$55,190,547
Total Liabilities	$1,232,797
Net Assets	$53,957,750

990

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$4,387,762

Expenses

$2,998,613

Net Income

$1,389,149

Net Assets

$54,502,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,492,233	56.8%
Program Services	$0
Investment Income	$411,990	9.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,483,539	33.8%
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	$55,507,751
Total Liabilities	$1,005,200
Net Assets	$54,502,551

990

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$4,887,382

Expenses

$2,624,056

Net Income

$2,263,326

Net Assets

$46,955,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,912,079	59.6%
Program Services	$0
Investment Income	$399,009	8.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,576,294	32.3%
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	$47,838,832
Total Liabilities	$883,200
Net Assets	$46,955,632

990

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$5,291,996

Expenses

$2,045,783

Net Income

$3,246,213

Net Assets

$43,358,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,691,851	50.9%
Program Services	$0
Investment Income	$371,623	7.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,228,522	42.1%
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	$44,341,896
Total Liabilities	$983,000
Net Assets	$43,358,896

990

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$6,781,090

Expenses

$2,212,498

Net Income

$4,568,592

Net Assets

$42,980,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,600,608	53.1%
Program Services	$0
Investment Income	$364,141	5.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,816,341	41.5%
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	$44,374,929
Total Liabilities	$1,394,225
Net Assets	$42,980,704

990

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$4,090,561

Expenses

$2,622,963

Net Income

$1,467,598

Net Assets

$39,012,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,507,161	36.8%
Program Services	$0
Investment Income	$361,529	8.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,221,871	54.3%
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	$40,853,323
Total Liabilities	$1,840,474
Net Assets	$39,012,849

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,712,076

Expenses

$1,236,705

Net Income

$2,475,371

Net Assets

$34,222,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,501,420	67.4%
Program Services	$0
Investment Income	$369,767	10.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$840,889	22.7%
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	$35,328,630
Total Liabilities	$1,106,295
Net Assets	$34,222,335

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,568,376

Expenses

$1,600,833

Net Income

-$32,457

Net Assets

$29,056,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$648,034	41.3%
Program Services	$0
Investment Income	$398,523	25.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$521,819	33.3%
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	$30,299,362
Total Liabilities	$1,242,630
Net Assets	$29,056,732

990

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$2,341,675

Expenses

$2,275,165

Net Income

$66,510

Net Assets

$29,426,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,639,354	70.0%
Program Services	$0
Investment Income	$382,123	16.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$320,198	13.7%
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	$30,794,394
Total Liabilities	$1,367,500
Net Assets	$29,426,894

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2002

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

990

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

PDF

Fiscal Year Ending Dec.
2001

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

990

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

PDF

About 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.

API

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

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
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 December 20, 2024

West Bend Community Foundation Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $7.67M (2023)

Expenses $4.92M (2023)

Total Assets $75.3M (2023)

Total Liabilities $1.43M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$7.67M (2023)

Expenses

$4.92M (2023)

Total Assets

$75.3M (2023)

Total Liabilities

$1.43M (2023)

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