Fort Atkinson Community Foundation
Donations deductibleRevenue
$2.9m
year to 30 June 2025
Expenses
$5.5m
year to 30 June 2025
Total assets
$41.9m
$2.9m liabilities
Net assets
$39m
assets less liabilities
Directors and trustees
6
3.6 years on average
Staff
2
employees, year to 30 June 2025
Chair observed
≥5 yrs
Lisa Caras
Left since last filing
0
no seats appear to have opened
Fort Atkinson Community Foundation's network
6 people1 organisationi6 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Lisa Caras Chair | Chairman | 2021 | 5 yrs |
| Sally Koehler Chair | Past Chairman | 2020 | 6 yrs |
| Bonnie Geyer | Treasurer | 2023 | 3 yrs |
| James Schulenburg | Vice Chairman | 2023 | 3 yrs |
| Robert Cassiday | Company secretary | 2025 | 1 yr |
| Whitney Townsend | Director | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sally Koehler | Past Chairman | 3 | $0 | ||
| Lisa Caras | Chairman | 3 | $0 | ||
| James Schulenburg | Vice Chairman | 3 | $0 | ||
| Bonnie Geyer | Treasurer | 3 | $0 | ||
| Robert Cassiday | Secretary | 3 | $0 | ||
| Whitney Townsend | Director | 3 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Fort Atkinson Community Foundation
- EIN
- 396220899
- Address
- 244 N Main St, Fort Atkinson, WI, 53538-1829
- State
- Wisconsin
- Mission
- To receive donations for educational, cultural, charitable, or benevolent purposes and use them to benefit our residents and enhance the quality of life in the fort atkinson area (as filed on the Form 990)
- Activity (NTEE)
- T31Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 8 (IRS master file code)
- Formed
- 1973
- Principal officer
- Lisa Caras (as named on the Form 990)
- IRS ruling date
- 1 February 1974
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsSally Koehler
≥5years on the filingsLisa Caras
≥3years on the filingsBonnie Geyer
≥3years on the filingsJames Schulenburg
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $41.9m
- Total liabilities
- $2.9m
- Net assets or fund balances
- $39m
- Contributions and grants received
- $1.8m
- Program service revenue
- $0
- Grants and similar paid out
- $5.1m
- Employees
- 2
Grants paid
10 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Badgerland After School Enrichment Program | Various programs | $2.3m |
| City of Fort Atkinson | Various city improvement projects | $132k |
| Habitat for Humanity of Waukesha County | Various programs | $132k |
| Homeless Coalition of Fort Atkinson | Various programs | $101k |
| Rock River Heritage | Various programs | $58k |
| Rock River Community Clinic | Various programs | $50k |
| Community Action Coalition of South Central Wisconsin | Various programs | $10k |
| Friends of PBS Wisonsin | Various programs | $10k |
| Fort Atkinson Beautification Council | Various programs | $10k |
| Evergreen Cemetery | Various programs | $7k |