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The Joseph And Vera Long Foundation

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$9.22M (2024)

Expenses
$3.86M (2024)

Total Assets
$123M (2024)

Total Liabilities
$3.7M (2024)

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
$9,219,381
Expenses
$3,859,310
Net Income
$5,360,071
Net Assets
$118,853,627
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $544,115
5.9%
Dividends $3,799,393
41.2%
Sales of Assets $4,873,890
52.9%
Other Income $1,983
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,535,512
> 100%
Compensation of Officers* $209,466
5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $122,548,627
Total Liabilities $3,695,000
Net Assets $118,853,627
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Executive Director) $168,000 $41,466
Heather Honegger (Finance Director) $61,311 $5,905
Lani Mackenzie (Trustee) $0 $0
Lisa Piediscalzi (Trustee) $0 $0
Michelle Holstein (Treasurer) $0 $0
Nan L Gefen (Secretary) $0 $0
Nicholas Piediscalzi (Board Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,647,016
Expenses
$10,824,954
Net Income
-$6,177,938
Net Assets
$109,596,895
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $564,629
12.2%
Dividends $3,298,173
71.0%
Sales of Assets $774,535
16.7%
Other Income $9,679
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,567,145
51.4%
Compensation of Officers* $178,260
1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $115,200,377
Total Liabilities $5,603,482
Net Assets $109,596,895
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Executive Director) $140,000 $38,260
Heather Honegger (Finance Director) $65,366 $3,792
Lani Mackenzie (Trustee) $0 $0
Lisa Piediscalzi (Trustee) $0 $0
Michelle Holstein (Treasurer) $0 $0
Nan L Gefen (Secretary) $0 $0
Nicholas Piediscalzi (Board Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,849,529
Expenses
$3,591,712
Net Income
$257,817
Net Assets
$106,392,011
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $667,190
17.3%
Dividends $2,531,815
65.8%
Sales of Assets $467,006
12.1%
Other Income $183,518
4.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,643,737
> 100%
Compensation of Officers* $175,482
4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $107,113,229
Total Liabilities $721,218
Net Assets $106,392,011
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Executive Director) $140,000 $35,482
Heather Honegger (Finance Director) $61,944 $6,041
Lani Mackenzie (Trustee) $0 $0
Lisa Piediscalzi (Trustee) $0 $0
Michelle Holstein (Treasurer) $0 $0
Nan L Gefen (Secretary) $0 $0
Nicholas Piediscalzi (Board Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,818,576
Expenses
$4,432,462
Net Income
$1,386,114
Net Assets
$122,309,219
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $571,251
9.8%
Dividends $2,361,276
40.6%
Sales of Assets $2,886,049
49.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,288,889
> 100%
Compensation of Officers* $172,833
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $125,456,608
Total Liabilities $3,147,389
Net Assets $122,309,219
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Executive Director) $140,000 $32,833
Lani Mackenzie (Trustee) $0 $0
Lisa Piediscalzi (Trustee) $0 $0
Michelle Holstein (Treasurer) $0 $0
Nan L Gefen (Secretary) $0 $0
Nicholas Piediscalzi (Board Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,766,589
Expenses
$8,728,598
Net Income
-$1,962,009
Net Assets
$111,297,411
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $751,859
11.1%
Dividends $2,047,981
30.3%
Sales of Assets $3,966,749
58.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,183,261
59.4%
Compensation of Officers* $158,778
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $115,605,581
Total Liabilities $4,308,170
Net Assets $111,297,411
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Executive Director/Trustee) $130,000 $28,778
Brenda A Kauten (Administrator) $63,050 $16,681
Lani Mackenzie (Trustee) $0 $0
Lisa Piediscalzi (Trustee) $0 $0
Michelle Holstein (Vp/Treasury/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Nicholas Piediscalzi (President/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,403,445
Expenses
$4,018,665
Net Income
$2,384,780
Net Assets
$113,165,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $728,063
11.4%
Dividends $3,586,653
56.0%
Sales of Assets $2,088,679
32.6%
Other Income $50
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,424,690
> 100%
Compensation of Officers* $158,849
4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $114,328,227
Total Liabilities $1,163,038
Net Assets $113,165,189
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $130,000 $28,849
Brenda A Kauten (Administrator) $63,764 $16,874
Lani Mackenzie (Vp/Trustee) $0 $0
Lisa Piediscalzi (Vp/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Nicholas Piediscalzi (President/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,874,908
Expenses
$3,571,580
Net Income
$2,303,328
Net Assets
$98,111,013
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $683,614
11.6%
Dividends $3,358,678
57.2%
Sales of Assets $1,832,593
31.2%
Other Income $23
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,275,022
> 100%
Compensation of Officers* $156,431
4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $101,092,225
Total Liabilities $2,981,212
Net Assets $98,111,013
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $130,000 $26,431
Brenda A Kauten (Administrator) $64,187 $15,504
Lani Mackenzie (Vp/Trustee) $0 $0
Lisa Piediscalzi (Vp/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Nicholas Piediscalzi (President/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,925,838
Expenses
$5,850,439
Net Income
$2,075,399
Net Assets
$106,491,150
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $678,028
8.6%
Dividends $3,394,770
42.8%
Sales of Assets $3,852,540
48.6%
Other Income $500
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,267,413
90.0%
Compensation of Officers* $133,900
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $111,661,616
Total Liabilities $5,170,466
Net Assets $106,491,150
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $130,000 $3,900
Brenda A Kauten (Administrator) $65,975 $2,174
Lani Mackenzie (Vp/Trustee) $0 $0
Lisa Piediscalzi (Vp/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Nicholas Piediscalzi (President/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,276,998
Expenses
$5,794,498
Net Income
-$1,517,500
Net Assets
$98,379,886
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $688,766
16.1%
Dividends $2,641,612
61.8%
Sales of Assets $944,049
22.1%
Other Income $2,571
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,174,768
89.3%
Compensation of Officers* $131,500
2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $103,436,114
Total Liabilities $5,056,228
Net Assets $98,379,886
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $130,000 $0
Brenda A Kauten (Administrator) $72,461 $0
Ronald A Plomgren (Vp/Trustee (To 8/22/16)) $1,500 $0
Nicholas Piediscalzi (President/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0
Lani Mackenzie (Vp/Trustee) $0 $0
Lisa Piediscalzi (Vp/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,070,093
Expenses
$7,513,786
Net Income
-$3,443,693
Net Assets
$94,670,576
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $724,835
17.8%
Dividends $2,503,904
61.5%
Sales of Assets $826,375
20.3%
Other Income $14,979
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,099,934
67.9%
Compensation of Officers* $133,500
1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $99,547,520
Total Liabilities $4,876,944
Net Assets $94,670,576
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $130,000 $0
Brenda A Kauten (Administrator) $72,949 $0
Ronald A Plomgren (Vp/Trustee) $3,500 $0
Nicholas Piediscalzi (President/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0
Lani Mackenzie (Vp/Trustee) $0 $0
Lisa Piediscalzi (Vp/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,011,219
Expenses
$6,277,394
Net Income
$733,825
Net Assets
$103,850,532
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $660,211
9.4%
Dividends $3,019,119
43.1%
Sales of Assets $3,330,613
47.5%
Other Income $1,276
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,790,652
76.3%
Compensation of Officers* $132,667
2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $107,430,074
Total Liabilities $3,579,542
Net Assets $103,850,532
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $129,167 $0
Brenda Kauten (Administrator) $57,166 $0
Ronald A Plomgren (Vp/Trustee) $3,500 $0
Robert M Long Through 3272014 (Vp/Trustee) $0 $0
Nicholas Piediscalzi (Pres/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0
Lani Mackenzie (Trustee) $0 $0
Lisa Piediscalzi (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,019,483
Expenses
$3,170,896
Net Income
$6,848,587
Net Assets
$102,998,219
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $629,909
6.3%
Dividends $3,080,947
30.7%
Sales of Assets $6,296,334
62.8%
Other Income $12,293
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,454,762
> 100%
Compensation of Officers* $123,500
3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $105,516,359
Total Liabilities $2,518,140
Net Assets $102,998,219
Compensation
Key Employees and Officers Compensation Other
Milton E Long (Exec. Dir./Vp/Treasurer/Tr) $120,000 $0
Brenda Kauten (Administrator) $55,578 $0
Ronald A Plomgren (Vp/Trustee) $3,500 $0
Robert M Long (Pres/Trustee) $0 $0
Nick Piediscalzi (Vp/Trustee) $0 $0
Nan L Gefen (Vp/Secretary/Trustee) $0 $0
Michelle Holstein (Vp/Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,072,763
Expenses
$4,886,204
Net Income
-$813,441
Net Assets
$90,248,807
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $678,914
16.7%
Dividends $1,932,016
47.4%
Sales of Assets $1,359,237
33.4%
Other Income $102,596
2.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,530,955
92.7%
Compensation of Officers* $123,500
2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $94,501,427
Total Liabilities $4,252,620
Net Assets $90,248,807

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,447,602
Expenses
$7,133,200
Net Income
-$2,685,598
Net Assets
$84,656,870
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $628,653
14.1%
Dividends $1,249,459
28.1%
Sales of Assets $2,541,550
57.1%
Other Income $27,940
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,501,493
63.1%
Compensation of Officers* $123,500
1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $88,887,620
Total Liabilities $4,230,750
Net Assets $84,656,870

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

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.
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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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