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.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$66K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2026
latest Form 990
Looks good: the latest return is for FY2026, this tax year; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average surplus $28K a year · 6% of revenue · last 6 filings
Worth a look: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$66K
to officers and key staff · 14% of spending
Looks good: pay to officers and key staff is 14% of spending; 15% or less.
Pt VII · Sec A
16 mo
of spending, in cash
Looks good: 15.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $32K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$52K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$465K
-20% vs prior year
Spent
$470K
To programs
80%
Net assets
$1.5M
By yearFY2021–FY2026
Revenue
$465K
FY2023▼ -20%
Tap a bar for its year
Revenue by fiscal year
FY2021$373K
FY2022$583K
FY2023$465K
FY2024$463K
FY2025$547K
FY2026$463K
Expenses
$470K
FY2023▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2021$405K
FY2022$394K
FY2023$470K
FY2024$519K
FY2025$461K
FY2026$477K
Net assets
$1.5M
FY2023▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2021$1.4M
FY2022$1.6M
FY2023$1.5M
FY2024$1.5M
FY2025$1.7M
FY2026$1.7M

From the FY2023 Form 990 (year ending February 2023) · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2026) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2026. IRS ruling in May 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $378K Management & general 15% · $70K Fundraising 5% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $66K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Executive Director
$66,300Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A

Kristina Rick’s $75K as Executive Director is at the 63rd percentile of top reported officer pay among 2094 $100K–1M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2026FY2025FY2024FY2023FY2022FY2021
Kristina Rick$74,657$69,560$63,660$66,300$56,970$42,722
Ann Homstad—————$60,014

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See The Charles E Kubly Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes mental health awareness, reduces stigma, and supports suicide prevention and access to care.

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Provided by the organization

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1 program · $378K · in their own filed words · FY2022
01

The foundation organizes a musical event to help fund depression-related projects in wisconsin. In tax year 2022, $342,052 was distributed to 31 different organizations and individuals to raise awareness of depression issues, provide quality, researched programming that supports those affected by depression and suicide prevention…

$378Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Lff FoundationFY2025$500
Total grants receivedfrom 5 funders$32K
See all 5 funders →
Grants paid · 136 grants · $1.6M · 2020–2025
Redgen INCWI · FY2025$25,000
The Friendship Circle INCWI · FY2025$20,000
Pathfinders Milwaukee INCWI · FY2025$15,000
Great Lakes DryhootchWI · FY2025$12,000
People of Progression INCWI · FY2025$10,000
Kinship Mke INCWI · FY2025$10,000
Community Advocates INCWI · FY2025$10,000
Bereaved TogetherWI · FY2025$10,000
Riveredge Nature Center INCWI · FY2025$9,133
Prevent Suicide Greater MilwaukeeWI · FY2025$9,000
See all 136 grants →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$465K
Ln 12
Gifts and grantsLn 1h$488K
Investment incomeLn 3$18K
Money outPt IX
$470K
Ln 25
Programscol B$378K
Managementcol C$70K
Fundraisingcol D$22K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$625K
Total assetsLn 16$1.6M
LiabilitiesLn 26$52K
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$488K
Noncash giftsLn 1g$28K
Fundraising eventsLn 1c$253K
Investment incomeLn 3$18K
Total revenueLn 12$465K
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$612K
Cash and savings togetherLn 1–2$625K
InvestmentsLn 11–13$923K
Total assetsLn 16$1.6M
LiabilitiesLn 26$52K
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 52
VolunteersI 611
Fiscal year endsHeaderFebruary
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$1.6M$625K
InvestmentsLn 11–13$923K
Total assetsLn 16$1.6M$1.6M
LiabilitiesLn 26$49K$52K
Net assetsLn 32$1.6M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$342K$342K
Pay of current officers, directors and key staffLn 5$67K$15K$37K$15K
Payroll taxesLn 10$4K$966$2K$966
Accounting feesLn 11c$11K$11K
Investment management feesLn 11f$9K$9K
Other fees for servicesLn 11g$5K$5K
Advertising and promotionLn 12$7K$7K
Office expensesLn 13$6K$6K
Information technologyLn 14$2K$2K
OccupancyLn 16$10K$2K$5K$2K
TravelLn 17$4$4
Conferences, conventions and meetingsLn 19$276$276
InsuranceLn 23$1K$1K
Other expenses (24a–d)Ln 24$6K$2K$4K
Total functional expensesLn 25$470K$378K$70K$22K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2026 Latest $463K$477K−$14K$1.7M 990 PDF
FY2025 $547K$461K$86K$1.7M 990 PDF
FY2024 $463K$519K−$56K$1.5M 990 PDF
FY2023 Viewing $465K$470K−$5K$1.5M 990 PDF
FY2022 $583K$394K$190K$1.6M 990 PDF
FY2021 $373K$405K−$32K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $464,999 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $553,005$488,443
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $32,603$17,846
I-11 Other revenuePrior year −$2,167−$41,290
I-12 Total revenuePrior year $583,441$464,999
I-13 Grants and similar amounts paidPrior year $248,807$342,052
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $63,001$70,914
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $82,004$57,406
I-18 Total expensesPrior year $393,812$470,372
I-19 Revenue less expensesPrior year $189,629−$5,373
Part VI · Governance 10 of 10 board members independent, 2 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $464,999 across 7 lines filed
VIII-1c Fundraising events$253,161
VIII-1f All other contributions, gifts and grants$235,282
VIII-1g Noncash contributions (included above)$28,074
VIII-1h Total contributions, gifts and grants$488,443
VIII-3 Investment incomeExcluded from tax $17,846$17,846
VIII-8 Net income from fundraising eventsExcluded from tax −$41,290−$41,290
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$23,444$464,999
Part IX · Statement of functional expenses $470,372 across 14 lines filed
IX-1 Grants to domestic organizationsPrograms $342,052$342,052
IX-5 Pay of current officers, directors and key staffPrograms $14,631 · Management $37,262 · Fundraising $14,631$66,524
IX-10 Payroll taxesPrograms $966 · Management $2,458 · Fundraising $966$4,390
IX-11c Accounting feesManagement $11,025$11,025
IX-11f Investment management feesManagement $8,970$8,970
IX-11g Other fees for servicesFundraising $4,682$4,682
IX-12 Advertising and promotionPrograms $7,413$7,413
IX-13 Office expensesPrograms $6,148$6,148
IX-14 Information technologyPrograms $1,549$1,549
IX-16 OccupancyPrograms $2,111 · Management $5,378 · Fundraising $2,111$9,600
IX-17 TravelPrograms $4$4
IX-19 Conferences, conventions and meetingsPrograms $276$276
IX-23 InsuranceManagement $1,369$1,369
IX-24 Other expenses (24a–d)Programs $2,468 · Management $3,902$6,370
IX-25 Total functional expensesPrograms $377,618 · Management $70,364 · Fundraising $22,390$470,372
Part X · Balance sheet $1,554,321 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $64,745$13,294
X-2 Savings and temporary cash investmentsStart of year $1,577,589$611,503
X-4 Accounts receivable$2,500
X-9 Prepaid expenses and deferred chargesStart of year $4,712$4,450
X-11 Publicly traded securities$922,574
X-16 Total assetsStart of year $1,647,046$1,554,321
X-17 Accounts payable and accrued expensesStart of year $5,775$2,035
X-18 Grants payableStart of year $40,600$50,300
X-25 Other liabilitiesStart of year $2,686$0
X-26 Total liabilitiesStart of year $49,061$52,335
X-27 Net assets without donor restrictionsStart of year $1,597,985$1,501,986
X-32 Total net assets or fund balancesStart of year $1,597,985$1,501,986
X-33 Total liabilities and net assetsStart of year $1,647,046$1,554,321
Part XI · Reconciliation of net assets $1,501,986 net assets at year end
XI-1 Total revenue$464,999
XI-2 Total expenses$470,372
XI-3 Revenue less expenses−$5,373
XI-4 Net assets at start of year$1,597,985
XI-5 Net unrealized gains (losses) on investments−$90,626
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,501,986

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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