Mertie & Harley Stevens Memorial Fund

Milwaukee, WI
Tax-exempt since April 1971
EIN: 93-6053655

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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

$47.9k (2024)

Expenses

$53.2k (2024)

Total Assets

$912k (2024)

Total Liabilities

$0 (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 June
2024

Revenue

$47,917

Expenses

$53,246

Net Income

-$5,329

Net Assets

$911,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,083	2.3%
Dividends	$25,788	53.8%
Sales of Assets	$20,409	42.6%
Other Income	$637	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,995	73.2%
Compensation of Officers*	$15,392	28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$911,607
Total Liabilities	$0
Net Assets	$911,607

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$15,392	$0

990-PF

Filed on Oct. 29, 2024

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

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Fiscal Year Ending June
2023

Revenue

$36,116

Expenses

$85,367

Net Income

-$49,251

Net Assets

$881,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,801	63.1%
Sales of Assets	$13,287	36.8%
Other Income	$28	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,486	81.4%
Compensation of Officers*	$15,133	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$881,313
Total Liabilities	$0
Net Assets	$881,313

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$15,133	$0

990-PF

Filed on Nov. 7, 2023

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Fiscal Year Ending June
2022

Revenue

$104,703

Expenses

$72,247

Net Income

$32,456

Net Assets

$924,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86	0.1%
Dividends	$23,418	22.4%
Sales of Assets	$81,190	77.5%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,321	76.6%
Compensation of Officers*	$18,278	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$924,355
Total Liabilities	$0
Net Assets	$924,355

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$18,278	$0

990-PF

Filed on Oct. 27, 2022

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Fiscal Year Ending June
2021

Revenue

$44,497

Expenses

$79,743

Net Income

-$35,246

Net Assets

$891,262

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.2%
Dividends	$19,610	44.1%
Sales of Assets	$21,244	47.7%
Other Income	$3,536	7.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,518	79.7%
Compensation of Officers*	$17,800	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$891,263
Total Liabilities	$1
Net Assets	$891,262

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$17,800	$0

990-PF

Filed on Nov. 1, 2021

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

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Fiscal Year Ending June
2020

Revenue

$57,669

Expenses

$79,403

Net Income

-$21,734

Net Assets

$926,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$445	0.8%
Dividends	$25,003	43.4%
Sales of Assets	$30,897	53.6%
Other Income	$1,324	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,996	79.3%
Compensation of Officers*	$16,546	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$926,516
Total Liabilities	$1
Net Assets	$926,515

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$16,546	$0

990-PF

Filed on Nov. 10, 2020

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

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Fiscal Year Ending June
2019

Revenue

$74,875

Expenses

$81,654

Net Income

-$6,779

Net Assets

$948,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$362	0.5%
Dividends	$26,424	35.3%
Sales of Assets	$47,089	62.9%
Other Income	$1,000	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,154	79.8%
Compensation of Officers*	$16,708	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$948,431
Total Liabilities	$0
Net Assets	$948,431

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$16,708	$0

990-PF

Filed on Nov. 3, 2019

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Fiscal Year Ending June
2018

Revenue

$80,552

Expenses

$82,183

Net Income

-$1,631

Net Assets

$955,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$242	0.3%
Dividends	$23,853	29.6%
Sales of Assets	$52,538	65.2%
Other Income	$3,919	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,904	80.2%
Compensation of Officers*	$17,695	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$955,210
Total Liabilities	$0
Net Assets	$955,210

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$17,695	$0

990-PF

Filed on Oct. 26, 2018

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Fiscal Year Ending June
2017

Revenue

$24,200

Expenses

$77,171

Net Income

-$52,971

Net Assets

$956,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$162	0.7%
Dividends	$20,713	85.6%
Sales of Assets	$1,825	7.5%
Other Income	$1,500	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,146	79.2%
Compensation of Officers*	$16,622	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$956,843
Total Liabilities	$0
Net Assets	$956,843

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$16,622	$0

990-PF

Filed on Nov. 3, 2017

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

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Fiscal Year Ending June
2016

Revenue

$82,347

Expenses

$87,074

Net Income

-$4,727

Net Assets

$1,010,039

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$129	0.2%
Dividends	$21,005	25.5%
Sales of Assets	$60,713	73.7%
Other Income	$500	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,267	80.7%
Compensation of Officers*	$16,575	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,010,039
Total Liabilities	$0
Net Assets	$1,010,039

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$57,234

Expenses

$74,957

Net Income

-$17,723

Net Assets

$1,014,766

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$81	0.1%
Dividends	$24,869	43.5%
Sales of Assets	$32,284	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,688	77.0%
Compensation of Officers*	$18,429	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,014,766
Total Liabilities	$0
Net Assets	$1,014,766

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$18,429	$0

990-PF

Filed on Nov. 12, 2015

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Fiscal Year Ending June
2014

Revenue

$33,135

Expenses

$84,638

Net Income

-$51,503

Net Assets

$1,032,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.3%
Dividends	$21,675	65.4%
Sales of Assets	$11,353	34.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,423	79.7%
Compensation of Officers*	$18,512	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,032,469
Total Liabilities	$0
Net Assets	$1,032,469

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$20,012	$0

990-PF

Filed on Nov. 3, 2014

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

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Fiscal Year Ending June
2013

Revenue

$49,857

Expenses

$84,472

Net Income

-$34,615

Net Assets

$1,081,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.1%
Dividends	$24,346	48.8%
Sales of Assets	$25,469	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,793	74.3%
Compensation of Officers*	$17,966	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,081,510
Total Liabilities	$1
Net Assets	$1,081,509

990-PF

Filed on Jan. 17, 2014

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

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Fiscal Year Ending June
2012

Revenue

$142,301

Expenses

$72,033

Net Income

$70,268

Net Assets

$1,116,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77	0.1%
Dividends	$30,166	21.2%
Sales of Assets	$112,058	78.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,374	78.3%
Compensation of Officers*	$16,317	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,116,110
Total Liabilities	$1
Net Assets	$1,116,109

990-PF

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

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

PDF

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Mertie & Harley Stevens Memorial Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $47.9k (2024)

Expenses $53.2k (2024)

Total Assets $912k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

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

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Revenue

$47.9k (2024)

Expenses

$53.2k (2024)

Total Assets

$912k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

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2023

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2022

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2021

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2020

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2007

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