COMMUNITY FOUNDATION OF DUNN COUNTY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF DUNN COUNTY INC (EIN 39-1819945)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349300910
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T07:05:26-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3402 OAKWOOD MALL DRIVE SUITE 100 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547017672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391819945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF DUNN COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7152328019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WILSON AVENUE 235 | AddressLine1Txt |
| City | MENOMONIE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547512513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGINA TEGART | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7152328019 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGINA | PersonFirstNm |
| Person Last | TEGART | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN YARRINGTON | PreparerPersonNm |
| PTIN | P01584414 | PTIN |
| Phone | 7158521100 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GEORGINA TEGART | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WILSON AVENUE 235 | AddressLine1Txt |
| City | MENOMONIE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547512513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,443,679 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFDUNNCOUNTY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE COMMUNITY FOUNDATION OF DUNN COUNTY PROMOTES CHARITABLE GIVING AS A WAY TO CREATE A PERMANENT SOURCE OF CAPITAL TO BENEFIT AND ENRICH THE QUALITY OF LIFE IN THE DUNN COUNTY AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 81 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $914,297 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,304,120 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,517 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,840 | CYProgramServiceRevenueAmt |
| PY Investment Income | $399,987 | PYInvestmentIncomeAmt |
| CY Investment Income | -$364,460 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,522 | PYOtherRevenueAmt |
| CY Other Revenue | -$11,036 | CYOtherRevenueAmt |
| PY Total Revenue | $1,336,323 | PYTotalRevenueAmt |
| CY Total Revenue | $946,464 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $320,028 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $328,796 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $170,962 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $167,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $47,649 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $179,934 | PYOtherExpensesAmt |
| CY Other Expenses | $193,553 | CYOtherExpensesAmt |
| PY Total Expenses | $670,924 | PYTotalExpensesAmt |
| CY Total Expenses | $689,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $665,399 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $256,755 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,505,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,277,709 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,390,056 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,565,875 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,115,772 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,711,834 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO ADVANCE PHILANTHROPY IN DUNN COUNTY TO IMPROVE THE LIFE OF ALL OUR CITIZENS, STRENGTHEN OUR NONPROFIT SECTOR, AND GIVE BACK THROUGH STRATEGIC GRANTMAKING AND SUPPORT FOR COMMUNITY PROJECTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $555,931 | ExpenseAmt |
| Grant | $328,796 | GrantAmt |
| Revenue | $17,840 | RevenueAmt |
| Desc | COMPETITIVE GRANTS WERE AWARDED IN THE AREAS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT, EDUCATION, AND THE ENVIRONMENT, HEALTH, HERITAGE AND HUMANITARIAN NEEDS. WE ALSO PROVIDED FISCAL SPONSORSHIP SUPPORT FOR VARIOUS START UP ORGANIZATIONS AND/OR COMMUNITY ORGANIZATIONS AND PROVIDED GUIDANCE TO NON-PROFIT ORGANIZATIONS FOR PLANNED GIVING PROGRAMS. | Desc |
| Total Program Service Expenses | $555,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGINA TEGART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7152328019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WILSON AVENUE SUITE 235 | AddressLine1Txt |
| City | MENOMONIE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54751 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| GEORGINA TEGART | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $68,153 | $0 | $6,000 | |
| MARY BYGD | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| DIANNA FIERGOLA | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JUDITH FOUST | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CELENE FREY | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JOHN HEIKE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| PAUL HORVATH | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CHARLIE JONES | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| STEPHANIE RASMUSSEN | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| ELIZABETH SERRATORE | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JENN TACK | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| BRAD WAZNIK | ||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | |
| JON KROENING | ||||||
| CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE TRAXLER | ||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| WILLIAM BUTSIC | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MIKE FEKETE | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAREN STYER | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $68,153 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $83,986 | FundraisingAmt |
| All Other Contributions | $1,220,134 | AllOtherContributionsAmt |
| Noncash Contributions | $31,764 | NoncashContributionsAmt |
| Total Contributions | $1,304,120 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $17,840 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,840 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,840 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,638 | TotalRevenueColumnAmt |
| Exclusion | $73,638 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,995,133 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,433,231 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$438,098 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$438,098 | TotalRevenueColumnAmt |
| Exclusion | -$438,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $41,183 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $83,986 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $62,984 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,801 | TotalRevenueColumnAmt |
| Exclusion | -$21,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $7,510 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,000 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,510 | TotalRevenueColumnAmt |
| Exclusion | $6,510 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,255 | TotalRevenueColumnAmt |
| Exclusion | $4,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,255 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $946,464 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,840 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$375,496 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,600 | TotalAmt |
| Program Services | $277,600 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,196 | TotalAmt |
| Program Services | $51,196 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,152 | TotalAmt |
| Program Services | $48,199 | ProgramServicesAmt |
| Management And General | $18,538 | ManagementAndGeneralAmt |
| Fundraising | $7,415 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,120 | TotalAmt |
| Program Services | $66,937 | ProgramServicesAmt |
| Management And General | $5,511 | ManagementAndGeneralAmt |
| Fundraising | $9,672 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,088 | TotalAmt |
| Program Services | $8,170 | ProgramServicesAmt |
| Management And General | $1,706 | ManagementAndGeneralAmt |
| Fundraising | $1,212 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,710 | TotalAmt |
| Program Services | $5,676 | ProgramServicesAmt |
| Management And General | $5,034 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,041 | TotalAmt |
| Management And General | $20,041 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,535 | TotalAmt |
| Management And General | $848 | ManagementAndGeneralAmt |
| Fundraising | $2,687 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,973 | TotalAmt |
| Program Services | $7,815 | ProgramServicesAmt |
| Management And General | $7,331 | ManagementAndGeneralAmt |
| Fundraising | $827 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,564 | TotalAmt |
| Program Services | $9,919 | ProgramServicesAmt |
| Management And General | $11,214 | ManagementAndGeneralAmt |
| Fundraising | $431 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,766 | TotalAmt |
| Program Services | $7,998 | ProgramServicesAmt |
| Management And General | $8,011 | ManagementAndGeneralAmt |
| Fundraising | $1,757 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165 | TotalAmt |
| Program Services | $76 | ProgramServicesAmt |
| Management And General | $86 | ManagementAndGeneralAmt |
| Fundraising | $3 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,688 | TotalAmt |
| Program Services | $1,629 | ProgramServicesAmt |
| Management And General | $672 | ManagementAndGeneralAmt |
| Fundraising | $8,387 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17 | TotalAmt |
| Program Services | $8 | ProgramServicesAmt |
| Management And General | $9 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,454 | TotalAmt |
| Management And General | $2,454 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $66,288 | $66,288 | |
| BAD DEBT | $11,000 | $11,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,352 | TotalAmt |
| Program Services | $4,420 | ProgramServicesAmt |
| Management And General | $4,674 | ManagementAndGeneralAmt |
| Fundraising | $4,258 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,709 | TotalAmt |
| Program Services | $555,931 | ProgramServicesAmt |
| Management And General | $86,129 | ManagementAndGeneralAmt |
| Fundraising | $47,649 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,666 | BOYAmt |
| EOY | $256,692 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,830 | BOYAmt |
| EOY | $1,999,900 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,009 | BOYAmt |
| EOY | $37,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,334 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,707 | BOYAmt |
| EOY | $15,011 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,358 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,358 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,644,083 | BOYAmt |
| EOY | $7,942,691 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,533 | BOYAmt |
| EOY | $20,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,505,828 | BOYAmt |
| EOY | $10,277,709 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,415 | BOYAmt |
| EOY | $13,314 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $48,850 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,313,641 | BOYAmt |
| EOY | $1,503,711 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,390,056 | BOYAmt |
| EOY | $1,565,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,193 | BOYAmt |
| EOY | $150,942 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,007,579 | BOYAmt |
| EOY | $8,560,892 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,115,772 | BOYAmt |
| EOY | $8,711,834 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,505,828 | BOYAmt |
| EOY | $10,277,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $256,755 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,339,307 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $591,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $663,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,054,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $914,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,304,120 | CurrentTaxYearAmt |
| Total | $4,527,224 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $591,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $663,180 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,054,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $914,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,304,120 | CurrentTaxYearAmt |
| Total | $4,527,224 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $549,453 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,977,771 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,860 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $163,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,993 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $73,638 | CurrentTaxYearAmt |
| Total | $855,012 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,645 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,301 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,776 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,582 | CurrentTaxYearMinus1YearAmt |
| Total | $219,304 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,166 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,255 | CurrentTaxYearAmt |
| Total | $6,361 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,607,901 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $71,841 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2021 AMOUNT: $ 1,166. 2022 AMOUNT: $ 940. 2023 AMOUNT: $ 4,255. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 22 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $286,325 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $65,275 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,687,378 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,604,525 | BeginningYearBalanceAmt |
| Contributions | $695,245 | ContributionsAmt |
| Investment Earnings Or Losses | $799,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $169,075 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $114,028 | AdministrativeExpensesAmt |
| End Year Balance | $6,816,597 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,343,140 | BeginningYearBalanceAmt |
| Contributions | $431,147 | ContributionsAmt |
| Investment Earnings Or Losses | -$872,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $186,256 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $110,542 | AdministrativeExpensesAmt |
| End Year Balance | $5,604,525 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,565,631 | BeginningYearBalanceAmt |
| Contributions | $375,316 | ContributionsAmt |
| Investment Earnings Or Losses | $671,597 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $176,929 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $92,475 | AdministrativeExpensesAmt |
| End Year Balance | $6,343,140 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,841,861 | BeginningYearBalanceAmt |
| Contributions | $234,407 | ContributionsAmt |
| Investment Earnings Or Losses | $738,833 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $171,380 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $78,090 | AdministrativeExpensesAmt |
| End Year Balance | $5,565,631 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,182,408 | BeginningYearBalanceAmt |
| Contributions | $104,191 | ContributionsAmt |
| Investment Earnings Or Losses | $783,806 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $153,247 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $75,297 | AdministrativeExpensesAmt |
| End Year Balance | $4,841,861 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22521 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77479 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,358 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,358 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHER ORGANIZATIONS | $1,483,386 |
| RIGHT OF USE LIABILITY | $20,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,503,711 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,329,714 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,339,307 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $63,984 | OtherRevenueAmt |
| Revenue Not Reported | $1,403,291 | RevenueNotReportedAmt |
| Revenue Subtotal | $926,423 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,041 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $20,041 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $946,464 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $733,652 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $63,984 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $63,984 | ExpensesNotReportedAmt |
| Expenses Subtotal | $669,668 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,041 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $20,041 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $689,709 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 63,984. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 63,984. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JEANS & JEWELS | Event1Nm |
| Gross Receipts Event1 | $125,169 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $83,986 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,183 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $4,545 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $31,432 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,185 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,647 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $9,175 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $125,169 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $83,986 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $41,183 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,545 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $31,432 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,185 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,647 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $9,175 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $62,984 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$21,801 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ADORAY HOME HEALTH & HOSPICE | ||||||||
| 990 MAIN ST 1 | BALDWIN | WI | 54002 | 391791601 | 501(C)(3) | $33,400 | $0 | TO SUPPORT HOSPICE PATIENTS IN DUNN COUNTY AND THE ADORAY DREAM BIG AND GRIEF SUPPORT PROGRAMS |
| BOYCEVILLE COMMUNITY SCHOOL DISTRICT | ||||||||
| 1003 TIFFANY STREET | BOYCEVILLE | WI | 54725 | 396001052 | GOV | $8,011 | $0 | CPR CLASS, WELLNESS WALK |
| CHIPPEWA VALLEY HABITAT FOR HUMANITY | ||||||||
| 145 N CLAIREMONT AVE | EAU CLAIRE | WI | 54703 | 391668709 | 501(C)(3) | $6,376 | $0 | PURCHASE AND INSTALL HVAC SYSTEM FOR TWIN HOMES |
| CHIPPEWA VALLEY TECHNICAL COLLEGE | ||||||||
| 620 W CLAIREMONT AVE | EAU CLAIRE | WI | 54701 | 391096972 | GOV | $7,543 | $0 | SCHOLARSHIPS |
| CITY OF MENOMONIE | ||||||||
| 800 WILSON AVENUE | MENOMONIE | WI | 54751 | 396005528 | GOV | $30,000 | $0 | HOUSING DEVELOPMENT |
| DUNN COUNTY DEPARTMENT OF HUMAN SERVICES | ||||||||
| 3001 US HWY 12 EAST SUITE 160 | MENOMONIE | WI | 54751 | 396005690 | GOV | $22,005 | $0 | TO SUPPORT CLIENTS RECEIVING MENTAL HEALTH SERVICES |
| DUNN COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 437 | MENOMONIE | WI | 54751 | 237137731 | 501(C)(3) | $12,131 | $0 | GENERAL OPERATIONS |
| FRIENDS OF RED CEDAR TRAIL AND HOFFMAN HILLS | ||||||||
| PO BOX 628 | MENOMONIE | WI | 54751 | 391759996 | 501(C)(3) | $7,000 | $0 | GATOR UTILITY VEHICLE |
| GRACE LUTHERAN FOUNDATION INC | ||||||||
| PO BOX 287 | ALTOONA | WI | 54720 | 396040444 | 501(C)(3) | $8,000 | $0 | TRANSPORTATION ASSISTANCE FOR DUNN COUNTY ASSISTED LIVING/SKILLED NURSING RESIDENTS |
| JOSHUA'S CAMP | ||||||||
| 2106 DECLARATION DRIVE | EAU CLAIRE | WI | 54703 | 453416856 | 501(C)(3) | $5,540 | $0 | COVER COSTS FOR FOUR FAMILIES |
| JUNIOR ACHIEVEMENT OF WISCONSIN NORTHWEST AREA | ||||||||
| 2004 HIGHLAND AVE SUITE 2C | EAU CLAIRE | WI | 54701 | 390826295 | 501(C)(3) | $8,000 | $0 | FINANCIAL WELLNESS AND JOB SHADOW |
| LITERACY CHIPPEWA VALLEY | ||||||||
| 510 S FARWELL STREET | EAU CLAIRE | WI | 54701 | 391657040 | 501(C)(3) | $7,900 | $0 | DUNN COUNTY CORRECTIONS LITERACY EDUCATION |
| MABEL TAINTER THEATER | ||||||||
| 205 MAIN ST E | MENOMONIE | WI | 54751 | 390806184 | 501(C)(3) | $5,400 | $0 | GENERAL OPERATIONS |
| MENOMONIE AREA FREE CLINIC | ||||||||
| PO BOX 624 | MENOMONIE | WI | 54751 | 201285809 | 501(C)(3) | $8,802 | $0 | GENERAL OPERATIONS |
| STEPPING STONES OF DUNN COUNTY | ||||||||
| 1602 STOUT ROAD | MENOMONIE | WI | 54751 | 391608607 | 501(C)(3) | $32,194 | $0 | GENERAL OPERATIONS |
| SUMMIT CHRISTIAN ACADEMY | ||||||||
| N6714 470TH ST | MENOMONIE | WI | 54751 | 883005111 | 501(C)(3) | $7,500 | $0 | GENERAL OPERATIONS |
| THE BRIDGE TO HOPE | ||||||||
| PO BOX 700 | MENOMONIE | WI | 54751 | 391421880 | 501(C)(3) | $9,900 | $0 | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 17 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 63 | RecipientCnt |
| Cash Grant | $51,196 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | APPLIACATIONS RECEIVED ARE REVIEWED BY GRANT COMMITTEES BASED ON ELIGIBILITY GUIDELINES FROM THEIR GRANT AND SCHOLARSHIP GUIDELINE POLICIES. THE GRANT COMMITTEE SELECTS GRANTEES WHICH ARE THEN APPROVED BY THE BOARD OF DIRECTORS. GRANT SOFTWARE IS USED TO VERIFY ELIGIBILITY, CREATING A SIGNED CONTRACT PRIOR TO PAY-OUT, AND FOLLOW-UPS TO MONITOR THE USE OF FUNDS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,051 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,716 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (8 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EXPERIENCES | 21 | $8,352 | FMV |
| Yes (X) | OTHER | 2 | $8,059 | FMV |
| Yes (X) | FOOD/DRINKS | 55 | $4,230 | FMV |
| Yes (X) | GIFT BASKET | 13 | $2,034 | FMV |
| Yes (X) | MEMBRSHIP | 2 | $1,580 | FMV |
| Yes (X) | GOLF | 4 | $1,029 | FMV |
| Yes (X) | VEHICLE WORK | 2 | $330 | FMV |
| Yes (X) | ART SUPPLIES | 1 | $83 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, PROVIDED THAT ANY ACTION TAKEN SHALL NOT CONFLICT WITH THE POLICIES AND EXPRESSED WISHES OF THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MONTHLY MEETING. BY UNANIMOUS CONSENT OF ALL OF THE MEMBERS OF THE COMMITTEE, ACTION MAY BE TAKEN BY THIS COMMITTEE BY A TELEPHONE POLL OF ITS MEMBERS; HOWEVER, ANY SUCH ACTION SHALL BE SUBJECT TO THE REVIEW OF THE ENTIRE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS AT SUCH MEETING TO BE PERMANENTLY EFFECTIVE AS AN ACT OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PROVIDES A DRAFT COPY OF THE TAX RETURN TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL TO FILE THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE IMMEDIATE AREA FOR SIMILAR POSITIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT BY THE AUDIT COMMITTEE FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFDC PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAIN ST E STE 322 | AddressLine1Txt |
| City | MENOMONIE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832743915 | EIN |
| Primary Activities | ACCEPT AND HOLD REAL ESTATE FOR FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF DUNN COUNTY INC | BusinessNameLine1Txt |
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