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Congregational Foundation Inc

  • Oak Creek, WI
  • Tax-exempt since Aug. 2019
  • EIN: 41-2091039

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: Religion-Related, Spiritual Development / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.36M (2024)

Expenses
$487k (2024)

Total Assets
$14.7M (2024)

Total Liabilities
$79.2k (2024)

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 March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,355,812
Expenses
$487,108
Net Income
$868,704
Net Assets
$14,583,464
Notable Sources of Revenue Percent of Total Revenue
Contributions $755,954
55.8%
Program Services $0
Investment Income $370,878
27.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $228,980
16.9%
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 $14,662,670
Total Liabilities $79,206
Net Assets $14,583,464
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (Secretary) $0 $0 $0
Laura Hamby (President) $0 $0 $0
Kevin Gromley (Treasurer) $0 $0 $0
Robert Smith (Vice President) $0 $0 $0
Richard Davis (Board Member) $0 $0 $0
Sandra Leonard (Board Member) $0 $0 $0
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Document Links

990
Filed on March 24, 2025

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

View Filing
XML

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$502,458
Expenses
$545,413
Net Income
-$42,955
Net Assets
$12,340,317
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,563
15.6%
Program Services $0
Investment Income $413,148
82.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,747
2.1%
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 $12,341,732
Total Liabilities $1,415
Net Assets $12,340,317
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (Secretary) $0 $0 $0
Laura Hamby (President) $0 $0 $0
Kevin Gromley (Treasurer) $0 $0 $0
Robert Smith (Vice President) $0 $0 $0
Richard Davis (Board Member) $0 $0 $0
Sandra Leonard (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$528,778
Expenses
$325,935
Net Income
$202,843
Net Assets
$13,515,751
Notable Sources of Revenue Percent of Total Revenue
Contributions $104,594
19.8%
Program Services $0
Investment Income $287,634
54.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $136,550
25.8%
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 $13,539,882
Total Liabilities $24,131
Net Assets $13,515,751
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (Secretary) $0 $0 $0
Laura Hamby (President) $0 $0 $0
Kevin Gromley (Treasurer) $0 $0 $0
Robert Smith (Vice President) $0 $0 $0
Richard Davis (Board Member) $0 $0 $0
Sandra Leonard (Board Member) $0 $0 $0
Blaine Simons (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$983,750
Expenses
$399,418
Net Income
$584,332
Net Assets
$13,380,139
Notable Sources of Revenue Percent of Total Revenue
Contributions $97,171
9.9%
Program Services $0
Investment Income $234,648
23.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $651,931
66.3%
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 $13,403,525
Total Liabilities $23,386
Net Assets $13,380,139
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (Secretary) $0 $0 $0
Ashley Cleere (President) $0 $0 $0
Richard Bauzenberger (Treasurer) $0 $0 $0
Laura Hamby (Vice President) $0 $0 $0
Robert Smith (Board Member) $0 $0 $0
Kevin Gromley (Board Member) $0 $0 $0
Blaine Simons (Board Member) $0 $0 $0
Richard Davis (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 8, 2022

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

View Filing
PDF XML

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$531,624
Expenses
$147,802
Net Income
$383,822
Net Assets
$4,409,275
Notable Sources of Revenue Percent of Total Revenue
Contributions $396,120
74.5%
Program Services $0
Investment Income $109,262
20.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $26,242
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 $4,431,014
Total Liabilities $21,739
Net Assets $4,409,275
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (Board Member) $0 $0 $0
Ashley Cleere (President) $0 $0 $0
Rick Bauzenberger (Treasurer) $0 $0 $0
Edith Bartley (Vice President) $0 $0 $0
Bob Smith (Board Member) $0 $0 $0
Kevin Gromley (Board Member) $0 $0 $0
Laura Hamby (Secretary) $0 $0 $0
Blaine Simons (Board Member) $0 $0 $0
James Waechter (Board Member) $0 $0 $0
Richard Davis (Board Member) $0 $0 $0
Cynthia Bacon Hammer (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 2, 2021

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

View Filing
PDF XML

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$368,859
Expenses
$145,784
Net Income
$223,075
Net Assets
$4,436,359
Notable Sources of Revenue Percent of Total Revenue
Contributions $221,242
60.0%
Program Services $0
Investment Income $95,436
25.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,181
14.1%
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 $4,447,450
Total Liabilities $11,091
Net Assets $4,436,359
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (Board Member) $0 $0 $0
Ashley Cleere (Chair) $0 $0 $0
Rick Bauzenberger (Treasurer) $0 $0 $0
Edith Bartley (Vice Chair) $0 $0 $0
Barry Szymanski (Board Member) $0 $0 $0
Bob Smith (Board Member) $0 $0 $0
Kevin Gromley (Board Member) $0 $0 $0
Laura Hamby (Secretary) $0 $0 $0
Blaine Simons (Board Member) $0 $0 $0
James Waechter (Board Member) $0 $0 $0
Cynthia Bacon Hammer (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 16, 2019

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

View Filing
PDF XML

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$459,864
Expenses
$298,838
Net Income
$161,026
Net Assets
$4,203,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $114,398
24.9%
Program Services $0
Investment Income $109,563
23.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $150,558
32.7%
Net Inventory Sales $0
Other Revenue $85,345
18.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,234,157
Total Liabilities $30,167
Net Assets $4,203,990
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (President) $0 $0 $0
Ashley Cleere (Vice President) $0 $0 $0
Rick Bauzenberger (Treasurer) $0 $0 $0
Edith Bartley (Secretary) $0 $0 $0
Daniel Evans (Board Member) $0 $0 $0
Harry Holz (Board Member) $0 $0 $0
Bob Smith (Board Member) $0 $0 $0
Kevin Gromley (Board Member) $0 $0 $0
Laura Hamby (Board Member) $0 $0 $0
Blaine Simons (Board Member) $0 $0 $0
James Waechter (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 22, 2018

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

View Filing
PDF XML

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$259,570
Expenses
$272,112
Net Income
-$12,542
Net Assets
$3,897,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,435
39.8%
Program Services $0
Investment Income $91,081
35.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,506
4.4%
Net Inventory Sales $0
Other Revenue $53,548
20.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,921,551
Total Liabilities $24,496
Net Assets $3,897,055
Compensation
Key Employees and Officers Compensation Related Other
Varnum Philbrook (President) $0 $0 $0
Ashley Cleere (Vice President) $0 $0 $0
Rick Bauzenberger (Treasurer) $0 $0 $0
Edith Bartley (Secretary) $0 $0 $0
Daniel Evans (Board Member) $0 $0 $0
Harry Holz (Board Member) $0 $0 $0
James Hopkins (Board Member) $0 $0 $0
Lowell Linden (Board Member) $0 $0 $0
Bob Smith (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 26, 2017

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

View Filing
PDF XML

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$287,370
Expenses
$225,232
Net Income
$62,138
Net Assets
$3,637,341
Notable Sources of Revenue Percent of Total Revenue
Contributions $108,826
37.9%
Program Services $0
Investment Income $98,086
34.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $80,458
28.0%
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 $3,652,126
Total Liabilities $14,785
Net Assets $3,637,341
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Sundquist (President) $0 $0 $0
Varnum Philbrook (Vice President) $0 $0 $0
Rick Bauzenberger (Treasurer) $0 $0 $0
Edith Bartley (Secretary) $0 $0 $0
Ashley Cleere (Board Member) $0 $0 $0
Daniel Evans (Board Member) $0 $0 $0
Harry Holz (Board Member) $0 $0 $0
James Hopkins (Board Member) $0 $0 $0
Lowell Linden (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$337,701
Expenses
$206,028
Net Income
$131,673
Net Assets
$3,776,671
Notable Sources of Revenue Percent of Total Revenue
Contributions $185,466
54.9%
Program Services $0
Investment Income $94,007
27.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,073
10.4%
Net Inventory Sales $0
Other Revenue $23,155
6.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,803,620
Total Liabilities $26,949
Net Assets $3,776,671
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Sundquist (President) $0 $0 $0
Varnum Philbrook (Vice President) $0 $0 $0
Grant Stannard (Treasurer) $0 $0 $0
Edith Bartley (Secretary) $0 $0 $0
Becci Dawson Cox (Board Member) $0 $0 $0
James Deline (Board Member) $0 $0 $0
Daniel Evans (Board Member) $0 $0 $0
Harry Holz (Board Member) $0 $0 $0
James Hopkins (Board Member) $0 $0 $0
Lowell Linden (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 21, 2015

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

View Filing
PDF XML

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$630,160
Expenses
$156,832
Net Income
$473,328
Net Assets
$3,503,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $510,937
81.1%
Program Services $0
Investment Income $72,932
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,618
0.4%
Net Inventory Sales $0
Other Revenue $43,673
6.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,516,707
Total Liabilities $13,511
Net Assets $3,503,196
Compensation
Key Employees and Officers Compensation Related Other
James Hopkins (President) $0 $0 $0
Gary Zaiser (Vice President) $0 $0 $0
Grant Stannard (Treasurer) $0 $0 $0
Edith Bartley (Secretary) $0 $0 $0
Daniel Evans (Board Member) $0 $0 $0
Harry Holz (Board Member) $0 $0 $0
William Trump (Board Member) $0 $0 $0
Lowell Linden (Board Member) $0 $0 $0
Carolyn Sundquist (Board Member) $0 $0 $0
Varnum Philbrook (Board Member) $0 $0 $0
Mary York (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2014

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

View Filing
PDF XML

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$416,630
Expenses
$96,088
Net Income
$320,542
Net Assets
$2,740,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,192
21.6%
Program Services $0
Investment Income $25,870
6.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $300,568
72.1%
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 $2,781,135
Total Liabilities $40,156
Net Assets $2,740,979

Document Links

990
Filed on Jan. 3, 2014

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

View Filing
PDF XML

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$604,853
Expenses
$144,811
Net Income
$460,042
Net Assets
$2,557,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $555,774
91.9%
Program Services $0
Investment Income $23,353
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,726
4.3%
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 $2,596,751
Total Liabilities $39,508
Net Assets $2,557,243

Document Links

990

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

PDF

Fiscal Year Ending March
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 March
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-EZ

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

PDF

Fiscal Year Ending March
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-EZ

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

PDF

Fiscal Year Ending March
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 March
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 March
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 March
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

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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