James L & Nellie M Westlake Scholarship Foundation 160940 K Mer

Milwaukee, WI
EIN: 43-6248269

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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.

Donations to this organization are tax deductible.

Revenue

$1.17M (2025)

Expenses

$1.05M (2025)

Total Assets

$19.5M (2025)

Total Liabilities

$0 (2025)

Years with missing data

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

$1,168,386

Expenses

$1,052,202

Net Income

$116,184

Net Assets

$19,521,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$730,291	62.5%
Sales of Assets	$437,396	37.4%
Other Income	$699	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$941,448	89.5%
Compensation of Officers*	$182,191	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,521,695
Total Liabilities	$0
Net Assets	$19,521,695

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$170,191	$0
Don Hugo (Awards Committee)	$4,000	$0
Anne Golterman (Awards Committee)	$4,000	$0
Craig Hannick (Awards Committee)	$4,000	$0

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990-PF

Filed on Oct. 17, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$1,259,649

Expenses

$1,152,514

Net Income

$107,135

Net Assets

$19,405,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$667,695	53.0%
Sales of Assets	$591,313	46.9%
Other Income	$641	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,039,459	90.2%
Compensation of Officers*	$171,759	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,405,485
Total Liabilities	$0
Net Assets	$19,405,485

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$171,759	$0
Don Hugo (Awards Committee)	$0	$0
Anne Golterman (Awards Committee)	$0	$0
Craig Hannick (Awards Committee)	$0	$0

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990-PF

Filed on Oct. 29, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2023

Revenue

-$63,096

Expenses

$943,666

Net Income

-$1,006,762

Net Assets

$19,314,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$558,089
Sales of Assets	-$621,843
Other Income	$658

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$855,016	90.6%
Compensation of Officers*	$165,302	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,314,038
Total Liabilities	$0
Net Assets	$19,314,038

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$159,302	$0
Don Hugo (Awards Committee)	$2,000	$0
Anne Golterman (Awards Committee)	$2,000	$0
Craig Hannick (Awards Committee)	$2,000	$0

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990-PF

Filed on Nov. 7, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$957,795

Expenses

$1,266,273

Net Income

-$308,478

Net Assets

$20,304,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$562,659	58.7%
Sales of Assets	$394,890	41.2%
Other Income	$246	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,147,464	90.6%
Compensation of Officers*	$179,530	14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,304,984
Total Liabilities	$0
Net Assets	$20,304,984

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$173,530	$0
Don Hugo (Awards Committee)	$2,000	$0
Anne Golterman (Awards Committee)	$2,000	$0
Craig Hannick (Awards Committee)	$2,000	$0

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990-PF

Filed on Nov. 10, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$2,073,939

Expenses

$1,207,991

Net Income

$865,948

Net Assets

$20,602,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$482,776	23.3%
Sales of Assets	$1,590,888	76.7%
Other Income	$275	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,095,829	90.7%
Compensation of Officers*	$158,754	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,602,834
Total Liabilities	$1
Net Assets	$20,602,833

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$158,754	$0
Don Hugo (Awards Committee)	$0	$0
Anne Golterman (Awards Committee)	$0	$0
Craig Hannick (Awards Committee)	$0	$0

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990-PF

Filed on Nov. 8, 2021

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

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$1,917,242

Expenses

$1,245,044

Net Income

$672,198

Net Assets

$19,729,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$591,723	30.9%
Sales of Assets	$1,317,080	68.7%
Other Income	$8,439	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,155,899	92.8%
Compensation of Officers*	$157,538	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,729,537
Total Liabilities	$1
Net Assets	$19,729,536

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$151,538	$0
Don Hugo (Awards Committee)	$2,000	$0
Anne Golterman (Awards Committee)	$2,000	$0
Craig Hannick (Awards Committee)	$2,000	$0

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990-PF

Filed on Nov. 10, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$571,424

Expenses

$926,577

Net Income

-$355,153

Net Assets

$19,057,929

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$558,261	97.7%
Sales of Assets	$4,578	0.8%
Other Income	$8,585	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$771,799	83.3%
Compensation of Officers*	$179,101	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,057,929
Total Liabilities	$0
Net Assets	$19,057,929

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$173,101	$0
Don Hugo (Awards Committee)	$2,000	$0
Anne Golterman (Awards Committee)	$2,000	$0
Craig Hannick (Awards Committee)	$2,000	$0

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990-PF

Filed on Oct. 18, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

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 June
2017

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 June
2016

Revenue

$965,672

Expenses

$789,309

Net Income

$176,363

Net Assets

$22,011,658

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$589,301	61.0%
Sales of Assets	$376,371	39.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$667,128	84.5%
Compensation of Officers*	$181,180	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,011,658
Total Liabilities	$0
Net Assets	$22,011,658

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$175,180	$0
Anne Golterman (Awards Committee Member)	$2,000	$0
Craig Hannick (Awards Committee Member)	$2,000	$0
Don Hugo (Awards Committee Member)	$2,000	$0

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990-PF

Filed on Nov. 14, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$1,514,212

Expenses

$1,097,568

Net Income

$416,644

Net Assets

$19,789,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$597,545	39.5%
Sales of Assets	$916,667	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$958,500	87.3%
Compensation of Officers*	$203,226	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,789,919
Total Liabilities	$0
Net Assets	$19,789,919

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$1,647,833

Expenses

$1,026,491

Net Income

$621,342

Net Assets

$19,543,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$563,399	34.2%
Sales of Assets	$1,078,434	65.4%
Other Income	$6,000	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$874,190	85.2%
Compensation of Officers*	$197,958	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,543,795
Total Liabilities	$0
Net Assets	$19,543,795

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$1,818,130

Expenses

$1,069,280

Net Income

$748,850

Net Assets

$18,986,387

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,000	0.3%
Interest Revenue	$0
Dividends	$528,198	29.1%
Sales of Assets	$1,272,932	70.0%
Other Income	$12,000	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$964,319	90.2%
Compensation of Officers*	$130,565	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,986,387
Total Liabilities	$0
Net Assets	$18,986,387

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$611,780

Expenses

$1,100,945

Net Income

-$489,165

Net Assets

$18,172,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$505,437	82.6%
Sales of Assets	$106,343	17.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,007,609	91.5%
Compensation of Officers*	$124,725	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	$18,172,168
Total Liabilities	$0
Net Assets	$18,172,168

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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Updated March 23, 2026

James L & Nellie M Westlake Scholarship Foundation 160940 K Mer

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.17M (2025)

Expenses $1.05M (2025)

Total Assets $19.5M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$1.17M (2025)

Expenses

$1.05M (2025)

Total Assets

$19.5M (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