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Margaret K Spohr And Charles D Spohr Charitable Trust 1996

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: Philanthropy, Voluntarism and Grantmaking Foundations / Private Operating Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$110k (2023)

Expenses
$90.3k (2023)

Total Assets
$1.91M (2023)

Total Liabilities
$5k (2023)

Source: Form 990 tax filings from 2011 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$109,891
Expenses
$90,273
Net Income
$19,618
Net Assets
$1,902,066
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $31,282
28.5%
Interest Revenue $0
Dividends $24,434
22.2%
Sales of Assets $12,850
11.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,023
92.0%
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 $1,907,066
Total Liabilities $5,000
Net Assets $1,902,066
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $0 $0
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
George Chapman (Trustee At Large) $0 $0
Donna Driscoll (Trustee At Large) $0 $0
Suzanne Fay Glynn (Trustee At Large) $0 $0
William Guggina (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Cathy Offinger (Trustee At Large) $0 $0
Ellen Vaream (Trustee At Large) $0 $0
Ann Molloy (Trustee At Large) $0 $0
Peter Partridge (Trustee At Large) $0 $0
Gary Tavares (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,129
Expenses
$91,106
Net Income
$36,023
Net Assets
$1,882,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $55,195
43.4%
Interest Revenue $0
Dividends $24,113
19.0%
Sales of Assets $12,881
10.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $83,856
92.0%
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 $1,892,948
Total Liabilities $10,500
Net Assets $1,882,448
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $0 $0
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$110,582
Expenses
$39,588
Net Income
$70,994
Net Assets
$1,860,426
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $54,842
49.6%
Interest Revenue $0
Dividends $22,628
20.5%
Sales of Assets $33,112
29.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,595
> 100%
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 $1,926,022
Total Liabilities $65,596
Net Assets $1,860,426
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $0 $0
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$46,403
Expenses
$64,211
Net Income
-$110,614
Net Assets
$1,775,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $66,420
Interest Revenue $0
Dividends $24,440
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,586
94.4%
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 $1,851,805
Total Liabilities $75,862
Net Assets $1,775,943
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $0 $0
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,451
Expenses
$41,038
Net Income
$19,413
Net Assets
$1,834,519
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $24,455
40.5%
Interest Revenue $0
Dividends $28,357
46.9%
Sales of Assets $6,439
10.7%
Other Income $1,200
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,334
91.0%
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 $1,886,922
Total Liabilities $52,403
Net Assets $1,834,519
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $0 $0
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,112
Expenses
$103,454
Net Income
-$12,342
Net Assets
$1,844,562
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,627
22.6%
Interest Revenue $0
Dividends $35,727
39.2%
Sales of Assets $15,358
16.9%
Other Income $500
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $103,454
100%
Compensation of Officers* $22,820
22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,844,562
Total Liabilities $0
Net Assets $1,844,562
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $22,820 $3,500
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,540
Expenses
$110,473
Net Income
$29,067
Net Assets
$1,833,124
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $42,105
30.2%
Interest Revenue $0
Dividends $34,201
24.5%
Sales of Assets $28,526
20.4%
Other Income $2,308
1.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $110,473
100%
Compensation of Officers* $37,960
34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,833,124
Total Liabilities $0
Net Assets $1,833,124
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $37,960 $13,246
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,111
Expenses
$114,644
Net Income
-$33,533
Net Assets
$1,818,115
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $32,388
39.9%
Interest Revenue $0
Dividends $31,714
39.1%
Sales of Assets -$17,373
Other Income $1,982
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $114,644
100%
Compensation of Officers* $37,960
33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,818,115
Total Liabilities $0
Net Assets $1,818,115
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent Trustee) $37,960 $0
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,421
Expenses
$101,420
Net Income
-$1,999
Net Assets
$1,847,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,933
20.0%
Interest Revenue $0
Dividends $35,632
35.8%
Sales of Assets $8,245
8.3%
Other Income $3,350
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $101,420
100%
Compensation of Officers* $37,960
37.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,847,190
Total Liabilities $0
Net Assets $1,847,190
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent) $37,960 $12,728
Hila J Lyman (Chairman Trustee) $0 $0
Keith Schwegel (Treasurer Trustee) $0 $0
Diane Miller (Corresponding Secretary Trustee) $0 $0
Kathleen Murray (Recording Secretary Trustee) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0
William B Kerfoot (Trustee At Large) $0 $0
Gretchen Partridge (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,182
Expenses
$109,620
Net Income
$4,562
Net Assets
$1,846,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,001
16.6%
Interest Revenue $0
Dividends $50,801
44.5%
Sales of Assets $10,462
9.2%
Other Income $1,200
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $109,620
100%
Compensation of Officers* $37,960
34.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,846,421
Total Liabilities $0
Net Assets $1,846,421
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent) $37,960 $12,235
Hila J Lyman (Chairman Trustee) $0 $0
William B Kerfoot (Trustee) $0 $0
Martin Monk (Treasurer Trustee) $0 $0
Kathleen Murray (Corresponding Rec. Secretary) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$114,999
Expenses
$106,082
Net Income
$8,917
Net Assets
$1,841,429
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $27,911
24.3%
Interest Revenue $0
Dividends $43,033
37.4%
Sales of Assets $9,382
8.2%
Other Income $2,555
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $106,082
100%
Compensation of Officers* $37,960
35.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,841,429
Total Liabilities $0
Net Assets $1,841,429
Compensation
Key Employees and Officers Compensation Other
Michael Kadis (Superintendent) $37,960 $13,564
Hila J Lyman (Chairman Trustee) $0 $0
William B Kerfoot (Trustee) $0 $0
Martin Monk (Treasurer Trustee) $0 $0
James Lloyd (Trustee At Large) $0 $0
Kathleen Murray (Corresponding Rec. Secretary) $0 $0
Rosemary Hoskins (Trustee At Large) $0 $0
Peter Perpall (Trustee At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$89,368
Expenses
$95,031
Net Income
-$5,663
Net Assets
$1,830,215
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,711
22.1%
Interest Revenue $0
Dividends $45,154
50.5%
Sales of Assets $0
Other Income $1,790
2.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,031
100%
Compensation of Officers* $37,960
39.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,830,216
Total Liabilities $1
Net Assets $1,830,215

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$87,031
Expenses
$87,544
Net Income
-$513
Net Assets
$1,836,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $12,530
14.4%
Interest Revenue $0
Dividends $42,396
48.7%
Sales of Assets $0
Other Income $1,800
2.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $37,960
43.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,836,328
Total Liabilities $0
Net Assets $1,836,328

Document Links

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

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.
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  • 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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