This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $30,245,688 | $28,851,028 | $0 | $32,151,444 | $29,702,681 |
| FY2023 | 990 | $29,549,376 | $31,218,367 | $2,500,000 | $31,773,690 | $28,193,845 |
| FY2022 | 990 | $29,304,599 | $27,600,601 | $0 | $32,373,808 | $29,900,242 |
| FY2021 | 990 | $29,348,190 | $27,419,155 | $0 | $32,526,623 | $28,173,214 |
| FY2020 | 990 | $28,194,835 | $27,126,202 | $0 | $34,682,232 | $26,256,171 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| HARWOOD PLACEWAUWATOSA, WI | FORGIVENESS OF DUE FROM HARWOOD PLACE, INC. | $2,500,000 | 2023 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dave Sandstrom | CHAIRPERSON | 1.00 | $0 |
| Merilou Gonzales | VICE CHAIRPERSON | 1.00 | $0 |
| Kris Surma | TREASURER | 1.00 | $0 |
| Diane Ehn | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| 1.00 |
| $0 |
| Chytania Brown | DIRECTOR (THRU 07/24) | 1.00 | $0 |
| Jim Denor | DIRECTOR | 1.00 | $0 |
| Mike Hodan | DIRECTOR | 1.00 | $0 |
| Ben Juech | DIRECTOR | 1.00 | $0 |
| Ben Kebbekus | DIRECTOR | 1.00 | $0 |
| Brian Kilb | DIRECTOR | 1.00 | $0 |
| Gary Mueller | DIRECTOR | 1.00 | $0 |
| Harriet Pedersen | DIRECTOR | 1.00 | $0 |
| Ron Philleo | DIRECTOR | 1.00 | $0 |
| Rev Randy Raasch | DIRECTOR | 1.00 | $0 |
| Tim Reardon | DIRECTOR | 1.00 | $0 |
| Paul Rosenberg | DIRECTOR | 1.00 | $0 |
| Katie Triska Wiemer | DIRECTOR | 1.00 | $0 |
| Kathy Cavers | PRESIDENT & CEO | 24.00 | $252,326 |
| Henrik Clausen | VP OF FINANCE & CFO | 24.00 | $144,180 |
| Danielle Unger | ADMINISTRATOR | 40.00 | $103,046 |
| Bridgette Frommell | EXECUTIVE DIRECTOR - LH FOUNDATION | 1.00 | $127,391 |
| Jayne Tettenborn | VP OF HUMAN RESOURCES | 24.00 | $123,105 |
| Dyonne Wilhelm | ADMINISTRATOR - MEMORY CARE | 40.00 | $107,295 |
| Elena Depass | DIRECTOR OF NURSING | 40.00 | $105,584 |
| Carey Bartlett | VP-CLIENT RELATIONS | 24.00 | $105,158 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202412209349301701
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202312099349300711
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202222109349300812
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202132169349300143
Form 990 · FY2019 · period ending Dec 31, 2019
Filing id 202042199349300914
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201932249349300428
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201823119349301677
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201703059349301860
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.