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Joan Zumwalt Family Foundation

Joan Zumwalt Et Al Ttee
  • Cabot, AR
  • Tax-exempt since March 2008
  • EIN: 73-6362345

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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$79.1k (2024)

Expenses
$162k (2024)

Total Assets
$693k (2024)

Total Liabilities
$0 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$79,094
Expenses
$162,149
Net Income
-$83,055
Net Assets
$693,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9,940
12.6%
Dividends $9,014
11.4%
Sales of Assets $60,038
75.9%
Other Income $102
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $145,000
89.4%
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 $693,081
Total Liabilities $0
Net Assets $693,081
Compensation
Key Employees and Officers Compensation Other
Gregory Jones (Trustee) $0 $0
Lisa Bamburg (Trustee) $0 $0
Kelli Zumwalt (Trustee) $0 $0

Document Links

990-PF
Filed on July 10, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$105,927
Expenses
$13,655
Net Income
$92,272
Net Assets
$776,136
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,723
5.4%
Dividends $9,692
9.1%
Sales of Assets $90,512
85.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $776,136
Total Liabilities $0
Net Assets $776,136
Compensation
Key Employees and Officers Compensation Other
Gregory Jones (Trustee) $0 $0
Lisa Bamburg (Trustee) $0 $0
Kelli Zumwalt (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,171
Expenses
$219,214
Net Income
-$153,043
Net Assets
$683,864
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,898
10.4%
Dividends $10,498
15.9%
Sales of Assets $48,775
73.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,000
93.1%
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 $683,864
Total Liabilities $0
Net Assets $683,864
Compensation
Key Employees and Officers Compensation Other
Gregory Jones (Trustee) $0 $0
Lisa Bamburg (Trustee) $0 $0
Kelli Zumwalt (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,433
Expenses
$78,219
Net Income
-$35,786
Net Assets
$836,907
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,663
13.3%
Dividends $9,405
22.2%
Sales of Assets $27,360
64.5%
Other Income $5
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,000
76.7%
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 $836,907
Total Liabilities $0
Net Assets $836,907
Compensation
Key Employees and Officers Compensation Other
Gregory Jones (Trustee) $0 $0
Lisa Bamburg (Trustee) $0 $0
Kelli Zumwalt (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 8, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,875
Expenses
$119,122
Net Income
-$22,247
Net Assets
$872,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,674
5.9%
Dividends $8,924
9.2%
Sales of Assets $82,271
84.9%
Other Income $6
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $96,824
81.3%
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 $872,693
Total Liabilities $1
Net Assets $872,692
Compensation
Key Employees and Officers Compensation Other
Joan Zumwalt (Trustee) $0 $0
Gregory Jones (Trustee) $0 $0
Lisa Bamburg (Trustee) $0 $0
Kelli Zumwalt (Trustee) $0 $0
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Document Links

990-PF
Filed on April 22, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,962
Expenses
$107,874
Net Income
-$60,912
Net Assets
$894,939
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,130
15.2%
Dividends $13,677
29.1%
Sales of Assets $26,113
55.6%
Other Income $42
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $90,000
83.4%
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 $894,940
Total Liabilities $1
Net Assets $894,939
Compensation
Key Employees and Officers Compensation Other
Joan Zumwalt (Trustee) $0 $0
Gregory Jones (Trustee) $0 $0
Lisa Bamburg (Trustee) $0 $0
Kelli Zumwalt (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on July 2, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

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-PF

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

PDF

Fiscal Year Ending Dec.
2017

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-PF

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

PDF

Fiscal Year Ending Dec.
2016

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-PF

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

PDF

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,025
Expenses
$76,454
Net Income
-$34,429
Net Assets
$1,267,814
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21,956
52.2%
Dividends $19,510
46.4%
Sales of Assets $559
1.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
98.1%
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 $1,267,814
Total Liabilities $0
Net Assets $1,267,814

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,348
Expenses
$76,959
Net Income
-$34,611
Net Assets
$1,302,243
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21,819
51.5%
Dividends $21,305
50.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
97.5%
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 $1,302,243
Total Liabilities $0
Net Assets $1,302,243

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,604
Expenses
$79,596
Net Income
-$47,992
Net Assets
$1,336,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,965
44.2%
Dividends $16,863
53.4%
Sales of Assets $776
2.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $78,551
98.7%
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 $1,336,854
Total Liabilities $0
Net Assets $1,336,854

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$519,166
Expenses
$76,223
Net Income
$442,943
Net Assets
$1,384,846
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $500,000
96.3%
Interest Revenue $2,569
0.5%
Dividends $10,295
2.0%
Sales of Assets $6,302
1.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
98.4%
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 $1,384,846
Total Liabilities $0
Net Assets $1,384,846

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$207,485
Expenses
$40,934
Net Income
$166,551
Net Assets
$941,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
96.4%
Interest Revenue $5,168
2.5%
Dividends $2,317
1.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,000
97.7%
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 $941,903
Total Liabilities $0
Net Assets $941,903

Document Links

990-PF

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

PDF

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

990-PF

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

PDF

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

990-PF

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

PDF
PDF (2 of 2)

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

990-PF

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

PDF

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

990-PF

Primary tax return for a private foundation'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 »

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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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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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