THE CHARLES E KUBLY FOUNDATION INC

EIN: 200375310 501(c)(3) Mental Health

MEQUON, WI

Total Revenue
$462,615
Total Expenses
$518,634
Total Assets
$1,587,010
Net Assets
$1,528,853
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2003
Legal Domicile
WI
Principal Officer
LINDA LUNDEEN
Phone
4144779959
Tax Period
2023-03-01 to 2024-02-29

THE CHARLES E KUBLY FOUNDATION INC, founded in 2003, is a small nonprofit in the Mental Health sector that reported $463K in total revenue in fiscal year 2023. Expenses of $519K exceeded revenue, resulting in a 12% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $453,687
Program Service Revenue $0
Investment Income $27,352
Other Revenue $-18,424
TOTAL REVENUE $462,615

Expense Breakdown

Grants Paid $375,463
Salaries & Benefits $73,202
Fundraising Expenses $27,258
Program Expenses $424,479
Other Expenses $69,969
TOTAL EXPENSES $518,634

Year-over-Year Comparison

2023 2022 Change
Revenue $462,615 $464,999 0.0%
Expenses $518,634 $470,372 +0.1%
Net Income $-56,019 $-5,373 +9.4%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
10
Employees
1
Volunteers
11

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$63,660
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA LUNDEEN PRESIDENT 2.00
Officer Director
$0 $0 $0
NICK HENGST TREASURER 1.00
Officer Director
$0 $0 $0
LILY KUBLY SECRETARY 1.00
Officer Director
$0 $0 $0
ROSA KIM MD DIRECTOR 1.00
Director
$0 $0 $0
EVELYN KELLY DIRECTOR 1.00
Director
$0 $0 $0
MEG FETHERSTON KASCH DIRECTOR 1.00
Director
$0 $0 $0
MARK HANSEN DIRECTOR 1.00
Director
$0 $0 $0
THAYRE FAUST DIRECTOR 1.00
Director
$0 $0 $0
DEAN KNAUSS DIRECTOR 1.00
Director
$0 $0 $0
MOLLY FRITZ DIRECTOR 1.00
Director
$0 $0 $0
KRISTINA RICK EXECUTIVE DIRECTOR 30.00
Officer
$63,660 $0 $63,660
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $462,615 $518,634 $1,587,010 $-56,019
2023 $464,999 $470,372 $1,554,321 $-5,373
2022 $583,441 $393,812 $1,647,046 $189,629
2021 $373,143 $405,341 $1,464,023 $-32,198
2019 $1,066,210 $436,074 $1,191,345 $630,136
2018 $529,547 $395,136 $554,058 $134,411
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