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Names Family 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.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$2.61M (2023)

Expenses
$6.97M (2023)

Total Assets
$160M (2023)

Total Liabilities
$798 (2023)

Years with missing data
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
$2,608,656
Expenses
$6,967,354
Net Income
-$4,358,698
Net Assets
$159,865,888
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,854
0.1%
Dividends $2,088,342
80.1%
Sales of Assets $517,460
19.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,564,572
94.2%
Compensation of Officers* $170,000
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $159,866,686
Total Liabilities $798
Net Assets $159,865,888
Compensation
Key Employees and Officers Compensation Other
Patricia Shults (Executive Director) $170,000 $41,000
Linsey Sauer (Grants Manager) $92,229 $2,766
Cathrina Harvey Turner (Bookkeeper) $59,000 $37,700
Kim Hegardt (Board President) $0 $0
Rick Names (Vice President) $0 $0
Erin Shagren (Treasurer) $0 $0
Monica Names King (Secretary) $0 $0
Kappy Names (Trustee) $0 $0
Trina Gohrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,800,755
Expenses
$7,109,363
Net Income
-$4,308,608
Net Assets
$140,756,472
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $725
0.0%
Dividends $1,912,661
68.3%
Sales of Assets $825,459
29.5%
Other Income $61,910
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,670,042
93.8%
Compensation of Officers* $168,542
2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,756,726
Total Liabilities $254
Net Assets $140,756,472
Compensation
Key Employees and Officers Compensation Other
Patricia Shults (Executive Director) $168,542 $38,805
Linsey Sauer (Grants Manager) $82,601 $2,364
Cathrina Harvey Turner (Bookkeeper) $59,659 $35,862
Kim Hegardt (Board President) $0 $0
Rick Names (Vice President) $0 $0
Erin Shagren (Treasurer) $0 $0
Monica Names King (Secretary) $0 $0
Paula Larkin (Trustee) $0 $0
Kappy Names (Trustee) $0 $0
Trina Gohrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,288,804
Expenses
$7,748,965
Net Income
$6,539,839
Net Assets
$173,434,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,025,449
35.2%
Interest Revenue $95
0.0%
Dividends $2,034,244
14.2%
Sales of Assets $6,681,473
46.8%
Other Income $547,543
3.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,241,141
80.5%
Compensation of Officers* $134,319
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 $173,434,455
Total Liabilities $0
Net Assets $173,434,455
Compensation
Key Employees and Officers Compensation Other
Patricia Shults (Executive Director) $134,319 $30,627
Cathrina Harvey Turner (Bookkeeper) $52,325 $30,627
Kim Hegardt (Board President) $0 $0
Rick Names (Vice President) $0 $0
Erin Shagren (Treasurer) $0 $0
Monica Names King (Secretary) $0 $0
Paula Larkin (Trustee) $0 $0
Kappy Names (Trustee) $0 $0
Trina Gohrick (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,553,326
Expenses
$7,645,501
Net Income
-$3,092,175
Net Assets
$140,493,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,900,187
41.7%
Sales of Assets $2,648,305
58.2%
Other Income $4,834
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,895,785
90.2%
Compensation of Officers* $87,124
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,493,292
Total Liabilities $1
Net Assets $140,493,291
Compensation
Key Employees and Officers Compensation Other
Maria C Sheil Harlow (Grants And Project M) $76,875 $0
Patricia Shults (Executive Director) $75,162 $13,640
Cathrina M Harvey Turner (Accountant) $51,124 $0
Erin Shagren (Treasurer And Executive Di) $11,962 $23,349
Paula Larkin (President/ Trustee) $0 $0
Kim Hegardt (Vice President / President) $0 $0
Richard Names (Trustee / Vice President) $0 $0
Monica Names King (Trustee / Secretary) $0 $0
Diane Names (Secretary / Trustee Emerit) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,555,440
Expenses
$6,177,631
Net Income
$2,377,809
Net Assets
$125,577,255
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,039,893
23.8%
Sales of Assets $6,415,547
75.0%
Other Income $100,000
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,521,139
89.4%
Compensation of Officers* $11,962
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $125,577,256
Total Liabilities $1
Net Assets $125,577,255
Compensation
Key Employees and Officers Compensation Other
Maria C Sheil Harlow (Grants And Project M) $82,956 $12,443
Cathrina M Harvey Turner (Accountant) $48,403 $24,887
Erin Shagren (Treasurer And Executive Di) $11,962 $31,436
Paula Larkin (President/ Trustee) $0 $0
Kim Hegardt (Vice President / President) $0 $0
Richard Names (Trustee / Vice President) $0 $0
Monica Names King (Trustee / Secretary) $0 $0
Diane Names (Secretary / Trustee Emerit) $0 $0

Document Links

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

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

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,587,412
Expenses
$4,374,168
Net Income
-$2,786,756
Net Assets
$79,241,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,519,939
95.7%
Sales of Assets $67,473
4.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,183,921
95.7%
Compensation of Officers* $6,000
0.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,241,822
Total Liabilities $0
Net Assets $79,241,822
Compensation
Key Employees and Officers Compensation Other
Erin Shagren (Treasurer) $6,000 $0
Monica Names King (Trustee) $0 $0
Paula Larkin (President) $0 $0
Richard Names (Trustee) $0 $0
Kim Hegardt (Vice President) $0 $0
Diane Names (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,748,568
Expenses
$1,754,657
Net Income
$2,993,911
Net Assets
$82,028,578
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,397,022
29.4%
Sales of Assets $3,351,546
70.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,604,735
91.5%
Compensation of Officers* $6,000
0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $82,028,578
Total Liabilities $0
Net Assets $82,028,578
Compensation
Key Employees and Officers Compensation Other
Monica Names King (Trustee) $0 $0
Erin Shagren (Treasurer) $0 $0
Paula Larkin (President) $0 $0
Richard Names (Trustee) $0 $0
Kim Hegardt (Vice President) $0 $0
Diane Names (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,430,038
Expenses
$632,171
Net Income
$2,797,867
Net Assets
$10,876,871
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,533,886
44.7%
Interest Revenue $0
Dividends $291,463
8.5%
Sales of Assets $1,604,689
46.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $567,537
89.8%
Compensation of Officers* $6,000
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $10,876,871
Total Liabilities $0
Net Assets $10,876,871
Compensation
Key Employees and Officers Compensation Other
Erin Shagren (Treasurer) $6,000 $0
Evelyn Names (Vice President) $0 $0
Thomas S Names (President) $0 $0
Paula Larkin (Secretary) $0 $0
Richard Names (Trustee) $0 $0
Kim Hegardt (Trustee) $0 $0
Diane Names (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$457,815
Expenses
$573,596
Net Income
-$115,781
Net Assets
$8,079,004
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $202,396
44.2%
Sales of Assets $255,419
55.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $523,295
91.2%
Compensation of Officers* $6,000
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,079,004
Total Liabilities $0
Net Assets $8,079,004
Compensation
Key Employees and Officers Compensation Other
Erin Shagren (Treasurer) $6,000 $0
Evelyn Names (Vice President) $0 $0
Thomas S Names (President) $0 $0
Paula Larkin (Secretary) $0 $0
Richard Names (Trustee) $0 $0
Kim Hegardt (Trustee) $0 $0
Diane Names (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$562,386
Expenses
$544,189
Net Income
$18,197
Net Assets
$7,243,517
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $242,661
43.1%
Sales of Assets $319,725
56.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $496,000
91.1%
Compensation of Officers* $6,000
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,243,517
Total Liabilities $0
Net Assets $7,243,517

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$215,996
Expenses
$524,490
Net Income
-$308,494
Net Assets
$7,225,319
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $210,481
97.4%
Sales of Assets $5,515
2.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $477,933
91.1%
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 $7,225,320
Total Liabilities $1
Net Assets $7,225,319

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 »

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.
  • 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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