2024-05-13T07:05:26-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 3402 OAKWOOD MALL DRIVE SUITE 100 EAU CLAIRE WI 547017672 990 2023-01-01 391819945 COMMUNITY FOUNDATION OF DUNN COUNTY INC COMM 7152328019 800 WILSON AVENUE 235 MENOMONIE WI 547512513 GEORGINA TEGART EXECUTIVE DIRECTOR 7152328019 2024-05-09 1 GEORGINA TEGART 999009999 1 DAWN YARRINGTON P01584414 7158521100 2024-05-02 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z GEORGINA TEGART 800 WILSON AVENUE 235 MENOMONIE WI 547512513 4443679 0 X WWW.CFDUNNCOUNTY.ORG X 1995 WI 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. 16 16 7 81 0 0 914297 1304120 18517 17840 399987 -364460 3522 -11036 1336323 946464 320028 328796 0 0 170962 167360 0 0 47649 179934 193553 670924 689709 665399 256755 8505828 10277709 1390056 1565875 7115772 8711834 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. 0 0 555931 328796 17840 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. 555931 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X GEORGINA TEGART 7152328019 800 WILSON AVENUE SUITE 235 MENOMONIE WI 54751 GEORGINA TEGART EXECUTIVE DIRECTOR 40.00 X 68153 0 6000 MARY BYGD DIRECTOR 2.00 X 0 0 0 DIANNA FIERGOLA DIRECTOR 2.00 X 0 0 0 JUDITH FOUST DIRECTOR 2.00 X 0 0 0 CELENE FREY DIRECTOR 2.00 X 0 0 0 JOHN HEIKE DIRECTOR 2.00 X 0 0 0 PAUL HORVATH DIRECTOR 2.00 X 0 0 0 CHARLIE JONES DIRECTOR 2.00 X 0 0 0 STEPHANIE RASMUSSEN DIRECTOR 2.00 X 0 0 0 ELIZABETH SERRATORE DIRECTOR 2.00 X 0 0 0 JENN TACK DIRECTOR 2.00 X 0 0 0 BRAD WAZNIK DIRECTOR 2.00 X 0 0 0 JON KROENING CHAIR 4.00 X X 0 0 0 SUE TRAXLER PAST CHAIR 2.00 X X 0 0 0 WILLIAM BUTSIC VICE CHAIR 2.00 X X 0 0 0 MIKE FEKETE TREASURER 2.00 X X 0 0 0 KAREN STYER SECRETARY 2.00 X X 0 0 0 68153 0 6000 0 0 0 0 0 83986 1220134 31764 1304120 ADMINISTRATIVE INCOME 561000 17840 17840 17840 73638 73638 2995133 3433231 -438098 -438098 -438098 41183 83986 62984 -21801 -21801 7510 1000 6510 6510 MISC INCOME 900099 4255 4255 4255 946464 17840 0 -375496 277600 277600 51196 51196 74152 48199 18538 7415 82120 66937 5511 9672 11088 8170 1706 1212 10710 5676 5034 20041 20041 3535 848 2687 15973 7815 7331 827 21564 9919 11214 431 17766 7998 8011 1757 165 76 86 3 10688 1629 672 8387 17 8 9 2454 2454 PROGRAM EXPENSES 66288 66288 BAD DEBT 11000 11000 13352 4420 4674 4258 689709 555931 86129 47649 149666 256692 609830 1999900 48009 37765 5334 16707 15011 15358 15358 0 0 7644083 7942691 37533 20316 8505828 10277709 76415 13314 48850 1313641 1503711 1390056 1565875 X 108193 150942 7007579 8560892 7115772 8711834 8505828 10277709 256755 1339307 0 X X 0 1 X 1 0 X 591056 663180 1054571 914297 1304120 4527224 591056 663180 1054571 914297 1304120 4527224 549453 3977771 159860 163892 46629 410993 73638 855012 104645 78301 33776 2582 219304 1166 940 4255 6361 5607901 71841 0.70930 0.72450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 1,166. 2022 AMOUNT: $ 940. 2023 AMOUNT: $ 4,255. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 286325 65275 1687378 1 1 5604525 695245 799930 169075 114028 6816597 6343140 431147 -872964 186256 110542 5604525 5565631 375316 671597 176929 92475 6343140 4841861 234407 738833 171380 78090 5565631 4182408 104191 783806 153247 75297 4841861 0.22521 0.77479 0.00000 0 0 15358 15358 0 0 FUNDS HELD FOR OTHER ORGANIZATIONS 1483386 RIGHT OF USE LIABILITY 20325 1503711 X 2329714 1339307 63984 1403291 926423 20041 20041 946464 733652 63984 63984 669668 20041 20041 689709 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. JEANS & JEWELS 125169 83986 41183 4545 31432 5185 12647 9175 125169 83986 41183 4545 31432 5185 12647 9175 62984 -21801 1 ADORAY HOME HEALTH & HOSPICE 990 MAIN ST 1 BALDWIN WI 54002 391791601 501(C)(3) 33400 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 8011 0 CPR CLASS, WELLNESS WALK CHIPPEWA VALLEY HABITAT FOR HUMANITY 145 N CLAIREMONT AVE EAU CLAIRE WI 54703 391668709 501(C)(3) 6376 0 PURCHASE AND INSTALL HVAC SYSTEM FOR TWIN HOMES CHIPPEWA VALLEY TECHNICAL COLLEGE 620 W CLAIREMONT AVE EAU CLAIRE WI 54701 391096972 GOV 7543 0 SCHOLARSHIPS CITY OF MENOMONIE 800 WILSON AVENUE MENOMONIE WI 54751 396005528 GOV 30000 0 HOUSING DEVELOPMENT DUNN COUNTY DEPARTMENT OF HUMAN SERVICES 3001 US HWY 12 EAST SUITE 160 MENOMONIE WI 54751 396005690 GOV 22005 0 TO SUPPORT CLIENTS RECEIVING MENTAL HEALTH SERVICES DUNN COUNTY HISTORICAL SOCIETY PO BOX 437 MENOMONIE WI 54751 237137731 501(C)(3) 12131 0 GENERAL OPERATIONS FRIENDS OF RED CEDAR TRAIL AND HOFFMAN HILLS PO BOX 628 MENOMONIE WI 54751 391759996 501(C)(3) 7000 0 GATOR UTILITY VEHICLE GRACE LUTHERAN FOUNDATION INC PO BOX 287 ALTOONA WI 54720 396040444 501(C)(3) 8000 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) 5540 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) 8000 0 FINANCIAL WELLNESS AND JOB SHADOW LITERACY CHIPPEWA VALLEY 510 S FARWELL STREET EAU CLAIRE WI 54701 391657040 501(C)(3) 7900 0 DUNN COUNTY CORRECTIONS LITERACY EDUCATION MABEL TAINTER THEATER 205 MAIN ST E MENOMONIE WI 54751 390806184 501(C)(3) 5400 0 GENERAL OPERATIONS MENOMONIE AREA FREE CLINIC PO BOX 624 MENOMONIE WI 54751 201285809 501(C)(3) 8802 0 GENERAL OPERATIONS STEPPING STONES OF DUNN COUNTY 1602 STOUT ROAD MENOMONIE WI 54751 391608607 501(C)(3) 32194 0 GENERAL OPERATIONS SUMMIT CHRISTIAN ACADEMY N6714 470TH ST MENOMONIE WI 54751 883005111 501(C)(3) 7500 0 GENERAL OPERATIONS THE BRIDGE TO HOPE PO BOX 700 MENOMONIE WI 54751 391421880 501(C)(3) 9900 0 GENERAL OPERATIONS 17 0 SCHOLARSHIPS 63 51196 PART I, LINE 2: 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. X 1 300 FMV X 1051 FMV X 10 4716 FMV X EXPERIENCES 21 8352 FMV X OTHER 2 8059 FMV X FOOD/DRINKS 55 4230 FMV X GIFT BASKET 13 2034 FMV X MEMBRSHIP 2 1580 FMV X GOLF 4 1029 FMV X VEHICLE WORK 2 330 FMV X ART SUPPLIES 1 83 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. 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. CFDC PROPERTIES LLC 500 MAIN ST E STE 322 MENOMONIE WI 54751 832743915 ACCEPT AND HOLD REAL ESTATE FOR FOUNDATION WI 0 0 COMMUNITY FOUNDATION OF DUNN COUNTY INC