Form 990 for tax year 2024
Filed by TANAGER PLACE ENDOWMENT FOUNDATION.
Totals
- Total revenue
- $2,004,039
- Total expenses
- $1,279,272
- Contributions and grants received
- $632,049
- Grants paid
- $1,199,076
- Program service revenue
- $0
- Investment income
- $1,371,990
- Other revenue
- $0
- Total assets, end of year
- $24,759,409
- Total liabilities, end of year
- $267
- Net assets or fund balances, end of year
- $24,759,142
- Program services expenses (Part IX)
- $1,199,076
- Management and general expenses
- $80,196
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,199,076
Program services were 93.7% 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
$632,049
-
3 · Investment income
total $512,474 · excluded $512,474
-
7a · Gross sales of assets other than inventory
securities $5,320,311
-
7b · Less cost or other basis and sales expenses
securities $4,460,795
-
7c · Gain or loss
securities $859,516
-
7d · Net gain or loss
total $859,516 · excluded $859,516
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,135,201 · program services $1,135,201
-
2 · Grants to domestic individuals
total $63,875 · program services $63,875
-
11f · Fees: investment management
total $62,157 · management and general $62,157
-
13 · Office expenses
total $2,791 · management and general $2,791
-
14 · Information technology
total $649 · management and general $649
-
17 · Travel
total $847 · management and general $847
-
19 · Conferences, conventions and meetings
total $2,213 · management and general $2,213
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $4,165 · management and general $4,165
-
24e · All other expenses
total $7,374 · management and general $7,374
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $117,076 · end of year $176,828
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $74,307
-
7 · Other notes and loans receivable
beginning of year $2,500,000 · end of year $2,250,000
-
11 · Investments: publicly traded securities
beginning of year $16,669,656 · end of year $18,621,485
-
15 · Other assets
beginning of year $3,426,679 · end of year $3,636,789
-
17 · Accounts payable and accrued expenses
beginning of year $189 · end of year $76
-
25 · Other liabilities
beginning of year $0 · end of year $191
-
27 · Net assets without donor restrictions
beginning of year $16,718,867 · end of year $18,453,313
-
28 · Net assets with donor restrictions
beginning of year $5,994,355 · end of year $6,305,829
Mission and programs · 2024
Mission
TO RAISE AND INVEST FUNDS FOR THE BENEFIT OF TANAGER PLACE, A 501(C)(3) PUBLIC CHARITY.
-
FUND MANAGEMENT: RAISING AND INVESTING FUNDS FOR TANAGER PLACE, A 501(C)3 PUBLIC CHARITY THAT IS THE SUPPORTED ORGANIZATION OF TANAGER PLACE ENDOWMENT FOUNDATION.
Expenses $1,135,201 · Grants $1,135,201
-
SCHOLARSHIPS: THE BRIDGE TO THE FUTURE SCHOLARSHIP FUND HELPS DESERVING CHILDREN WHO HAVE HAD SERVICES AT TANAGER PLACE FURTHER THEIR POST-SECONDARY ACADEMIC GOALS THROUGH FINANCIAL SCHOLARSHIP SUPPORT.
Expenses $63,875 · Grants $63,875
As filed on the 2024 return.
Listed in Part VII
-
Dick MeisterlingDICK MEISTERLING
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Barrie ErnstBARRIE ERNST
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Duane JasperDUANE JASPER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jane GlantzJANE GLANTZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Diana LedfordDIANA LEDFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nancy LynkNANCY LYNK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pat DeignanPAT DEIGNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary StreitGARY STREIT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim SchmittJIM SCHMITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim NovakJIM NOVAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lisa McGrathLISA MCGRATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kyle BoardmanKYLE BOARDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chad FeslerCHAD FESLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Duane SmithDUANE SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Fred TimkoFRED TIMKO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan ShenefeltRYAN SHENEFELT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lisa ThirnbeckLISA THIRNBECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Will SchwickerathWILL SCHWICKERATH
DIRECTOR (BEG 5/2025)
- Total calculated
- $0
- Hours/week
- 1
-
Chris WheelerCHRIS WHEELER
DIRECTOR (BEG 8/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Okpara RiceOKPARA RICE
ASSISTANT TREASURER
- Total calculated
- $217,229
- From this org
- $0
- From related orgs
- $191,810
- Other
- $25,419
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $191,810 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $4,003 related
- Nontaxable benefits
- $0 + $21,416 related
- Filer's total
- $0 + $217,229 related
-
Brad ThatcherBRAD THATCHER
ASSISTANT TREASURER (THRU 9/25)
- Total calculated
- $160,979
- From this org
- $0
- From related orgs
- $122,907
- Other
- $38,072
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $122,907 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,750 related
- Nontaxable benefits
- $0 + $35,322 related
- Filer's total
- $0 + $160,979 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3:
- TANAGER PLACE ENDOWMENT FOUNDATION DOES NOT HAVE ANY COMPENSATED EMPLOYEES. THE ASSISTANT TREASURERS ARE CONSIDERED TOP OFFICIALS OF TANAGER PLACE ENDOWMENT FOUNDATION AND THEY RECEIVE COMPENSATION FROM A RELATED PARTY, TANAGER PLACE. TANAGER PLACE USES A COMPENSATION COMMITTEE, COMPENSATION SURVEY/STUDY AND APPROVAL BY THEIR BOARD TO ESTABLISH COMPENSATION FOR THE INDIVIDUALS LISTED ON TANAGER PLACE ENDOWMENT FOUNDATION'S SCHEDULE J.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,135,201
TO ASSIST WITH FUNDING TO COVER OPERATIONAL EXPENSES
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROVIDES PSYCHIATRIC, PSYCHOLOGICAL, COUNSELING, AND EDUCATION SERVICES · IA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 February 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600419349300500
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