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Nonprofiteer
← KAUFMAN FUND

Form 990 for tax year 2023

Filed by KAUFMAN FUND.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 19 June 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed under a different title

  • Jim Marcellino: TreasurerDirector then Treasurer
  • Matthew Nyberg: SecretaryDirector then Secretary
  • Steve Rosenblum: Vice PresidentDirector then Vice President
  • Wayne Kaufman: PresidentDirector then President

Totals

Total revenue
$631,484
Total expenses
$400,376
Contributions and grants received
$579,596
Grants paid
$50,280
Program service revenue
$10,012
Investment income
$17,314
Other revenue
$24,562
Total assets, end of year
$953,037
Total liabilities, end of year
$194,769
Net assets or fund balances, end of year
$758,268
Program services expenses (Part IX)
$292,709
Management and general expenses
$55,817
Fundraising expenses
$51,850
Program service expenses (Part III)
$292,709

Program services were 73.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $579,596

  • 2a · Program service revenue: Program Revenue

    total $10,012 · related or exempt $10,012

  • 3 · Investment income

    total $17,314 · excluded $17,314

  • 8a · Fundraising events: gross income

    $117,108

  • 8b · Fundraising events: direct expenses

    $92,546

  • 8c · Net income from fundraising events

    total $24,562 · excluded $24,562

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $28,750 · program services $28,750

  • 2 · Grants to domestic individuals

    total $21,530 · program services $21,530

  • 5 · Compensation of officers, directors and key employees

    total $68,354 · program services $26,420 · management and general $17,686 · fundraising $24,248

  • 7 · Other salaries and wages

    total $19,396 · program services $18,876 · fundraising $520

  • 10 · Payroll taxes

    total $9,580 · program services $4,945 · management and general $2,704 · fundraising $1,931

  • 11c · Fees: accounting

    total $14,661 · program services $463 · management and general $13,794 · fundraising $404

  • 11f · Fees: investment management

    total $1,079 · management and general $1,079

  • 12 · Advertising and promotion

    total $1,612 · program services $516 · fundraising $1,096

  • 13 · Office expenses

    total $13,557 · program services $6,935 · management and general $3,942 · fundraising $2,680

  • 14 · Information technology

    total $4,510 · program services $3,139 · management and general $1,148 · fundraising $223

  • 16 · Occupancy

    total $8,729 · program services $1,384 · management and general $6,875 · fundraising $470

  • 17 · Travel

    total $17,728 · program services $9,964 · management and general $4,328 · fundraising $3,436

  • 20 · Interest

    total $2,257 · program services $1,602 · management and general $226 · fundraising $429

  • 22 · Depreciation, depletion and amortization

    total $1,702 · program services $1,208 · management and general $170 · fundraising $324

  • 23 · Insurance

    total $4,686 · program services $1,198 · management and general $2,374 · fundraising $1,114

  • 24a · Other expenses: Repairs and maintenance

    total $1,357 · program services $963 · management and general $136 · fundraising $258

  • 24b · Other expenses: Supplies

    total $53,556 · program services $49,930 · management and general $557 · fundraising $3,069

  • 24c · Other expenses: Contract Services

    total $127,182 · program services $114,886 · management and general $798 · fundraising $11,498

  • 24d · Other expenses: Fundraising fees

    total $150 · fundraising $150

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $136,533 · end of year $384,378

  • 2 · Savings and temporary cash investments

    beginning of year $328,185 · end of year $124,156

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,440

  • 10a · Land, buildings and equipment: cost or other basis

    $337,763

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,702

  • 10c · Land, buildings and equipment, net

    end of year $336,061

  • 11 · Investments: publicly traded securities

    beginning of year $96,771 · end of year $108,442

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,276 · end of year $11,598

  • 23 · Secured mortgages and notes payable

    end of year $183,171

  • 25 · Other liabilities

    beginning of year $65,105

  • 27 · Net assets without donor restrictions

    beginning of year $444,632 · end of year $676,132

  • 28 · Net assets with donor restrictions

    beginning of year $59,916 · end of year $82,136

Mission and programs · 2023

Mission

Support Veterans and their families

  • Programs that help Veterans and their families with health and human services, legal services, mental health, dental services and food and clothing. The Organization also provides Christmas trees in the holiday season. The Food for Vets program served over five hundred Veterans and their families. Kaufman Legal took care of over fifty Veterans legal needs. Kaufman Dental completed over fifty dental cases for Veterans. The Trees for Vets distributed over three hundred free Christmas Trees to Veterans and their families. Kaufman Fund Veteran Warmup provided brand new winter coats, hats, gloves, socks and toiletries to over one hundred fifty disadvantage or homeless Veterans.

    Expenses $208,851 · Grants $21,530 · Revenue $10,012

  • Support Veterans and children in the St. Louis region who are at risk of abuse or poverty, needing food, shelter, clothing medical care and basic needs through financial aid.

    Expenses $83,858 · Grants $28,750

As filed on the 2023 return.

Listed in Part VII

  • Jim Marcellino

    TreasurerDirector

    Total calculated
    $0
    Hours/week
    10

  • Matthew Nyberg

    SecretaryDirector

    Total calculated
    $0
    Hours/week
    10

  • Wayne Kaufman

    PresidentDirector

    Total calculated
    $0
    Hours/week
    38

  • Steve Rosenblum

    Vice PresidentDirector

    Total calculated
    $0
    Hours/week
    35

  • Shelia Schneider

    Executive Director

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511369349301501

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