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 | $35,547,266 | $34,454,028 | $42,390 | $30,225,376 | $14,096,359 |
| FY2023 | 990 | $32,698,773 | $33,261,566 | $51,610 | $30,611,147 | $20,688,856 |
| FY2022 | 990 | $33,231,632 | $33,140,091 | $67,263 | $55,722,183 | $21,175,343 |
| FY2021 | 990 | $33,115,265 | $29,028,644 | $27,000 | $61,474,437 | $21,562,588 |
| FY2020 | 990 | $29,609,394 | $29,167,209 | $2,165 | $61,730,070 | $17,303,893 |
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 75% 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 |
|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF THE TRI-COUNTY AREABERLIN, WI | HELP CHILDREN DEVELOP CHARACTER, LEADERSHIP, HEALTH AND LIFE SKILLS | $20,000 | 2022 | |
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 |
|---|---|---|---|
| Suzanne Anderson | DIRECTOR & REG PRESIDENT | 1.00 | $0 |
| Wesley Sparkman | DIRECTOR & CHAIR | 1.00 | $0 |
| Wayne Matzke | DIRECTOR & VICE CHAIR | 1.00 | $0 |
| Sr Rhea Emmer | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| BOYS AND GIRLS CLUB OF THE TRI-COUNTY AREABERLIN, WI |
| CHARITABLE SUPPORT |
| $20,000 |
| 2024 |
| SOCIETY OF ST VINCENT DE PAULMadison, WI | SUPPORT TO NEIGHBORS IN NEED IN DANE COUNTY | $20,000 | 2022 |
| BOYS AND GIRLS CLUB OF THE TRI-COUNTY AREABERLIN, WI | CHARITABLE SUPPORT | $10,000 | 2023 |
| Fond du Lac County Health DepartmentFond du Lac, WI | Save a smile dental program | $10,000 | 2021 |
| MARIAN UNIVERSITYFOND DU LAC, WI | CHARITABLE SUPPORT | $10,000 | 2023 |
| Society of St Vincent de PaulMadison, WI | Support to neighbors in need in Dane County | $10,000 | 2021 |
| ST PETER'S EPISCOPAL CHURCHRIPON, WI | CHARITABLE SUPPORT | $7,500 | 2023 |
| 1.00 |
| $0 |
| Joan Karsten | DIRECTOR | 1.00 | $0 |
| Pat Leitzen Fye | DIRECTOR | 1.00 | $0 |
| Jennifer Maskel Md | DIRECTOR & PHYSICIAN AT SSM HEALTH | 1.00 | $0 |
| Theodore Miller Md | DIRECTOR | 1.00 | $0 |
| Matthew Pogodzinski Md | DIRECTOR & PHYSICIAN AT SSM HEALTH | 1.00 | $0 |
| Olivia Otte | DIRECTOR | 1.00 | $0 |
| Peng Her | DIRECTOR | 1.00 | $0 |
| Mark Holzman | DIRECTOR | 1.00 | $0 |
| Douglas Long | SECRETARY & CLO AT SSM HEALTH | 1.00 | $0 |
| Steven Smoot | VP & COO AT SSM HEALTH | 1.00 | $0 |
| Thomas Kirschbaum | ASST SEC. & REG GEN COUNSEL | 1.00 | $0 |
| Kevin Smith | TREASURER & CFO AT SSM HEALTH | 1.00 | $0 |
| Barb Thiermann | HOSPITAL PRESIDENT | 55.00 | $0 |
| Randall Combs | FORMER OFFICER | 0.00 | $0 |
| Katherine Vergos | FORMER OFFICER | 0.00 | $0 |
| Deann Thurmer | FORMER OFFICER | 0.00 | $0 |
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 202443209349313149
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202313199349329446
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202233199349312143
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202113079349303156
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.