The Charles E Kubly Foundation Inc
- Assets
- $1.6m
- Revenue
- $462.6k
- Investments
- $0.0
- Employees
- 1
- Location
- Mequon, WI
- Founding
- 05/2004
- Data as of
- 02/2024
- EIN
- 20-0375310
Organization Overview
The Charles E Kubly Foundation Inc is located in Mequon, WI. The organization was established in 2004. According to its NTEE Classification (F20) the organization is classified as: Substance Abuse Dependency, Prevention & Treatment, under the broad grouping of Mental Health & Crisis Intervention and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Charles E Kubly Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 02/2024, Charles E Kubly Foundation Inc generated $462.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.0% each year. All expenses for the organization totaled $518.6k during the year ending 02/2024. While expenses have increased by 7.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Charles E Kubly Foundation Inc has awarded 146 individual grants totaling $1,778,055. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2024
Describe the Organization's Mission:
Part 3 - Line 1
THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2023, $375,463 WAS DISTRIBUTED TO 28 DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, PROVIDE QUALITY, RESEARCHED PROGRAMMING THAT SUPPORTS THOSE AFFECTED BY DEPRESSION AND SUICIDE PREVENTION EFFORTS, AND REACH OUT TO PEOPLE WITH DEPRESSION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda Lundeen President | OfficerTrustee | 2 | $0 |
Nick Hengst Treasurer | OfficerTrustee | 1 | $0 |
Lily Kubly Secretary | OfficerTrustee | 1 | $0 |
Rosa Kim MD Director | Trustee | 1 | $0 |
Evelyn Kelly Director | Trustee | 1 | $0 |
Meg Fetherston Kasch Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $254,172 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $199,515 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $453,687 |
| Total Program Service Revenue | $0 |
| Investment income | $27,352 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$18,424 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $462,615 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $375,463 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $68,000 |
| Compensation of current officers, directors, key employees. | $35,250 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $5,202 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $10,000 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $9,295 |
| Fees for services: Other | $1,529 |
| Advertising and promotion | $23,491 |
| Office expenses | $9,756 |
| Information technology | $585 |
| Royalties | $0 |
| Occupancy | $9,600 |
| Travel | $174 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $926 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,010 |
| All other expenses | $0 |
| Total functional expenses | $518,634 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $15,159 |
| Savings and temporary cash investments | $545,631 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,950 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $1,021,270 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,587,010 |
| Accounts payable and accrued expenses | $3,157 |
| Grants payable | $55,000 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $58,157 |
| Net assets without donor restrictions | $1,528,853 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,587,010 |
Grants Awarded
Over the last fiscal year, The Charles E Kubly Foundation Inc has awarded $281,113 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
MOMENTIVE INC PURPOSE: PROGRAM SUPPORT | $6,300 |
THE FRIENDSHIP CIRCLE PURPOSE: PROGRAM SUPPORT | $7,500 |
UWM FOUNDATION PURPOSE: PROGRAM SUPPORT | $11,500 |
CHRISTIAN FAMILY SOLUTIONS PURPOSE: PROGRAM SUPPORT | $24,992 |
EASTBROOK ACADEMY PURPOSE: PROGRAM SUPPORT | $25,000 |
GATHERING ON THE GREEN PURPOSE: PROGRAM SUPPORT | $25,000 |