Koeppen Gerlach Foundation Inc

Milwaukee, WI
Tax-exempt since Sept. 2000
EIN: 39-2002931

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$275k (2025)

Expenses

$273k (2025)

Total Assets

$961k (2025)

Total Liabilities

$0 (2025)

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 June
2025

Revenue

$275,240

Expenses

$273,287

Net Income

$1,953

Net Assets

$961,282

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$46,834	17.0%
Sales of Assets	$228,395	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,500	88.7%
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	$961,282
Total Liabilities	$0
Net Assets	$961,282

Compensation

Key Employees and Officers	Compensation	Other
David Affeldt (President)	$0	$0
Thomas Boettcher (Vice President)	$0	$0
Thomas Tuttle (Treasurersecretary)	$0	$0

990-PF

Filed on Sept. 24, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$58,780

Expenses

$97,338

Net Income

-$38,558

Net Assets

$935,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$37,269	63.4%
Sales of Assets	$21,479	36.5%
Other Income	$19	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,000	77.1%
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	$935,702
Total Liabilities	$0
Net Assets	$935,702

Compensation

Key Employees and Officers	Compensation	Other
David Affeldt (President)	$0	$0
Thomas Boettcher (Vice President)	$0	$0
Thomas Tuttle (Treasurersecretary)	$0	$0

990-PF

Filed on Nov. 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$200,503

Expenses

$89,135

Net Income

$111,368

Net Assets

$1,001,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14	0.0%
Dividends	$33,272	16.6%
Sales of Assets	$166,903	83.2%
Other Income	$314	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,000	72.9%
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	$1,001,515
Total Liabilities	$0
Net Assets	$1,001,515

Compensation

Key Employees and Officers	Compensation	Other
David Affeldt (President)	$0	$0
Thomas Boettcher (Vice President)	$0	$0
Thomas Tuttle (Treasurersecretary)	$0	$0

990-PF

Filed on Nov. 16, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$79,503

Expenses

$153,104

Net Income

-$73,601

Net Assets

$891,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$22,722	28.6%
Sales of Assets	$53,831	67.7%
Other Income	$2,947	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,000	81.6%
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	$891,501
Total Liabilities	$0
Net Assets	$891,501

Compensation

Key Employees and Officers	Compensation	Other
David Affeldt (President)	$0	$0
Thomas Boettcher (Vice President)	$0	$0
Thomas Tuttle (Treasurersecretary)	$0	$0

990-PF

Filed on Jan. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$29,612

Expenses

$131,759

Net Income

-$102,147

Net Assets

$964,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$21,222	71.7%
Sales of Assets	$8,389	28.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	75.9%
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	$964,981
Total Liabilities	$1
Net Assets	$964,980

Compensation

Key Employees and Officers	Compensation	Other
Thomas Boettcher (Vice President)	$0	$0
David Affeldt (President)	$0	$0
Thomas Tuttle (Treasurersecretary)	$0	$0

990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$172,057

Expenses

$79,697

Net Income

$92,360

Net Assets

$1,066,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,174	12.9%
Sales of Assets	$149,883	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	69.0%
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	$1,066,809
Total Liabilities	$1
Net Assets	$1,066,808

Compensation

Key Employees and Officers	Compensation	Other
Thomas Boettcher (Vice President)	$0	$0
David Affeldt (President)	$0	$0
Thomas Tuttle (Treasurersecretary)	$0	$0

990-PF

Filed on Nov. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$67,739

Expenses

$135,430

Net Income

-$67,691

Net Assets

$974,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,855	33.7%
Sales of Assets	$44,884	66.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,500	83.1%
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	$974,449
Total Liabilities	$0
Net Assets	$974,449

Compensation

Key Employees and Officers	Compensation	Other
Rita Greer (President)	$0	$0
Thomas Boettcher (Board Member)	$0	$0
David Affeldt (Secretaryvp)	$0	$0
Thomas Tuttle (Treasurer)	$0	$0

+ View more people

990-PF

Filed on Oct. 14, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$57,495

Expenses

$128,851

Net Income

-$71,356

Net Assets

$1,038,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20	0.0%
Dividends	$18,503	32.2%
Sales of Assets	$38,972	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,200	82.4%
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	$1,038,753
Total Liabilities	$0
Net Assets	$1,038,753

Compensation

Key Employees and Officers	Compensation	Other
Rita Greer (President)	$0	$0
Thomas Boettcher (Board Member)	$0	$0
David Affeldt (Secretaryvp)	$0	$0
Thomas Tuttle (Treasurer)	$0	$0

+ View more people

990-PF

Filed on Nov. 12, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$7,159

Expenses

$62,410

Net Income

-$55,251

Net Assets

$1,110,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,461	> 100%
Sales of Assets	-$7,302
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	64.1%
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	$1,110,265
Total Liabilities	$0
Net Assets	$1,110,265

Compensation

Key Employees and Officers	Compensation	Other
Rita Greer (President)	$0	$0
Thomas Boettcher (Board Member)	$0	$0
David Affeldt (Secretaryvp)	$0	$0
Thomas Tuttle (Treasurer)	$0	$0

+ View more people

990-PF

Filed on Oct. 26, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$167,592

Expenses

$160,483

Net Income

$7,109

Net Assets

$1,165,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,651	4.6%
Dividends	$34,258	20.4%
Sales of Assets	$125,683	75.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,500	86.9%
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	$1,165,508
Total Liabilities	$0
Net Assets	$1,165,508

Compensation

Key Employees and Officers	Compensation	Other
Rita Greer (President)	$0	$0
Thomas Boettcher (Board Member)	$0	$0
David Affeldt (Secretaryvp)	$0	$0
Thomas Tuttle (Treasurer)	$0	$0

+ View more people

990-PF

Filed on Nov. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$80,883

Expenses

$64,208

Net Income

$16,675

Net Assets

$1,158,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,570	41.5%
Sales of Assets	$47,313	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,909	77.7%
Compensation of Officers*	$12,018	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,158,399
Total Liabilities	$0
Net Assets	$1,158,399

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$103,978

Expenses

$142,199

Net Income

-$38,221

Net Assets

$1,142,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,932	26.9%
Sales of Assets	$76,046	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$126,203	88.8%
Compensation of Officers*	$11,606	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	$1,142,062
Total Liabilities	$0
Net Assets	$1,142,062

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$96,524

Expenses

$39,850

Net Income

$56,674

Net Assets

$1,180,286

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,904	32.0%
Sales of Assets	$65,620	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,642	74.4%
Compensation of Officers*	$9,285	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,180,286
Total Liabilities	$0
Net Assets	$1,180,286

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$51,963

Expenses

$106,116

Net Income

-$54,153

Net Assets

$1,123,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,330	60.3%
Sales of Assets	$20,633	39.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,378	89.9%
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	$1,123,615
Total Liabilities	$0
Net Assets	$1,123,615

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 March 23, 2026

Koeppen Gerlach Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $275k (2025)

Expenses $273k (2025)

Total Assets $961k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Revenue

$275k (2025)

Expenses

$273k (2025)

Total Assets

$961k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002