Oneill Foundation INC

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A private foundation based in Burlington, WI. It reported about $256K in revenue for 2025. For fiscal year 2025 it reported $256K in revenue, $181K in expenses, and $7.4M in net assets.Pt I

Type: Private foundation / grantmaker · Foundations & Grantmakers
Location: Burlington, WI
Filings: 5 on file (2021–2025)

Revenue

$256KFY2025

Expenses

$181K

Net assets

$7.4M

People

Filings

Updates

More identity details & actions ⌄

EIN 26-0456310 Private foundation / grantmaker Burlington, WI

Form 990 (PDF)

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Size

$100K–1M

What they do

A private foundation based in Burlington, WI. It reported about $256K in revenue for 2025.

Leadership

Julie O'Neill · President · $16K

Money in and out

$256K revenue, $181K expenses

Bottom line

—

Grants paid & assets · FY2025

Total revenue

$256K

Pt VIII · Ln 12

Total expenses

$181K

Pt IX · Ln 25

Net assets

$7.4M

Pt X · Ln 32

Revenue less expenses (Pt I · Ln 19): $75K

Total assets

7.4M

deployed as grants and operations

Grants paid

110K

in FY2025

Grants made

8grants

total in period

Payout rate

of assets (5% rule)

Who They Fund

Part XV · grants paid · 8 grants · $110K · 2025–2025

Burlington Library FdnFY2025$55,000

Eagles Nest Prject WisconsinFY2025$15,000

Burlington Little League INCCT · FY2025$10,000

Agape RanchFY2025$10,000

Burlington Catholic School INCWI · FY2025$10,000

St Charles ChurchFY2025$5,500

Morgan's Caring ConnectionFY2025$2,000

Burlington Cemetery Association CorFY2025$2,000

Grantmaking Profile

Patterns in foundation giving

Distinct granteesPart XV2

Average grantPart XV$14K

Median grantPart XV$10K

Largest grantPart XV$55K

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF

Revenue

$256K

FY2025▼ -42%

Expenses

$181K

FY2025▼ -43%

Total assets

$7.4M

FY2025▲ +1%

Total liabilities

FY2025

Total revenue

$256K

Pt VIII · Ln 12

Total expenses

$181K

Pt IX · Ln 25

Net assets

$7.4M

Pt X · Ln 32

Total assetsPt II$7.4M

Identity & Classification

Form 990 Header · IRS Business Master File

Legal nameHdr · item COneill Foundation INC

EINHdr · item D26-0456310

Principal addressHdr · item CBurlington, WI

WebsiteHdr · item Jnone reported

State of legal domicileHdr · item MWI

Exempt statusHdr · item I501(c)(3) · active

NTEE classificationIRS BMFFoundations & Grantmakers (T22)

Ruling yearIRS BMFMar 2008

Governance & Policies

Part VI

Voting members of the governing bodyPt VI · Ln 1apending

Independent voting membersPt VI · Ln 1bpending

Conflict-of-interest policyPt VI · Ln 12a—

Whistleblower policyPt VI · Ln 13—

Document retention policyPt VI · Ln 14—

CEO/top-official compensation independently reviewedPt VI · Ln 15a—

Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation

Julie O'Neill

President

$15,500Pt VII · Sec A

Meghan Lang

Director

$15,500Pt VII · Sec A

Robert a O'Neill

Vice President

$500Pt VII · Sec A

Marci Rueter

Director

$500Pt VII · Sec A

Melissa Doyle

Director

$500Pt VII · Sec A

Molly Elsbury

Director

$500Pt VII · Sec A

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Statement of Revenue

Part VIII

Investment income100%$256K

Total revenueLn 12$256K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising

Allocation · columns B–D

61%

39%

Grants & contributions paid $0.61 Operating & administrative $0.39

Grants & contributions paid61%$110K

Operating & administrative39%$71K

Total functional expensesLn 25$181K

Balance Sheet

Part X · end of year

CashLn 1$333K

Total assetsLn 16$7.4M

Total liabilitiesLn 26$0

Total net assetsLn 32$7.4M

Months of cash on handcomputed22.1

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it

Liquidity & Payout

Payout rate

Grants paid $0 · Total assets $7.4M

Where the money comes from

Contribution dependence

Contributions & grants — · Total revenue $256K

—

Government reliance

not reported

Earned-income share

not reported

Investment reliance

Investment income $0 · Total revenue $256K

Program self-sufficiency

not reported

Growth & trend

Revenue growth (YoY)

This year $256K · Prior year $445K

-42%

Revenue CAGR

FY2020 $227K · FY2025 $256K

+2%

Net-asset trend (YoY)

End of year $7.4M · Beginning of year —

Beginning net assets not meaningfully positive — showing dollar change

Balance sheet

Surplus Margin

Revenue $256K · Expenses $181K

+29%

Liabilities-to-Assets

Total liabilities — · Total assets $7.4M

—

Net-asset ratio

Net assets $7.4M · Total assets $7.4M

100%

People & payroll

Highest Reported Total Compensation

Individual Julie O'Neill · Reported title President · Highest reported compensation $16K · Total expenses $181K

Personnel share

not reported

Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

Metric	This org	Peer median	Percentile
Revenue growth	-42%	—	—

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

FY2025$445K revenue · ⤓ 990 PDF

FY2024$314K revenue · ⤓ 990 PDF

FY2023$5.8M revenue · ⤓ 990 PDF

FY2022$222K revenue · ⤓ 990 PDF

FY2021$227K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings

Form 990 e-file (XML) · FY2025IRS

Classification, formation year, addressIRS Business Master File

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