BETA

FRIENDS OF APPLETON LIBRARY INCORPORATED: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FRIENDS OF APPLETON LIBRARY INCORPORATED (EIN 39-1550376)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-06-17
IRS object ID
202431699349300533
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-17T10:47:24-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391658423PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERBERROSE SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14211 N LIGHTNING DRAddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54913ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391550376EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF APPLETON LIBRARYBusinessNameLine1Txt
Business Name Line2INCORPORATEDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFRIEBusinessNameControlTxt
Phone9208323931PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1971AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54912ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKARA SULLIVANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9208323931PhoneNum
Signature2024-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARAPersonFirstNm
Person LastSULLIVANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMIE ROSINPreparerPersonNm
PTINP01573923PTIN
Phone9209930105PhoneNum
Preparation2024-03-18PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKARA SULLIVANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1971AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54912ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,859,976GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressFRIENDSOFAPL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionFRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$475,993PYContributionsGrantsAmt
CY Contributions Grants$6,783,962CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$74,108PYInvestmentIncomeAmt
CY Investment Income$63,248CYInvestmentIncomeAmt
PY Other Revenue$16,893PYOtherRevenueAmt
CY Other Revenue$3,913CYOtherRevenueAmt
PY Total Revenue$566,994PYTotalRevenueAmt
CY Total Revenue$6,851,123CYTotalRevenueAmt
PY Grants And Similar Paid$74,063PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$48,770CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$47,735PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$90,800CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$68,645CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$155,172CYTotalFundraisingExpenseAmt
PY Other Expenses$112,928PYOtherExpensesAmt
CY Other Expenses$51,629CYOtherExpensesAmt
PY Total Expenses$234,726PYTotalExpensesAmt
CY Total Expenses$259,844CYTotalExpensesAmt
PY Revenues Less Expenses$332,268PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,591,279CYRevenuesLessExpensesAmt
Total Assets BOY$2,411,816TotalAssetsBOYAmt
Total Assets EOY$9,046,149TotalAssetsEOYAmt
Total Liabilities BOY$16,492TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,978TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,395,324NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,032,171NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionFRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$70,581ExpenseAmt
Grant$48,770GrantAmt
DescTO ENCOURAGE FINANCIAL SUPPORT OF LIBRARY PROGRAMS, TECHNOLOGIES,SERVICES, AND SPECIAL COLLECTIONS BEYOND THE SCOPE OF THOSE WHICH ARE PROVIDED BY TAX DOLLARS; TO PROVIDE EDUCATION AND OUTREACH FOR THE PUBLIC ON THE VALUE OF LIBRARIES IN GENERAL AND THE APPLETON PUBLIC LIBRARY SPECIFICALLY TO OUR COMMUNITY; TO PROVIDE INFORMATION ABOUT 21ST CENTURY PUBLIC LIBRARIES IN GENERAL AND SPECIFICALLY TO SUPPORT FOR THE FUTURE APPLETON LIBRARY; TO SERVE AS FISCAL AGENT FOR APPLETON PUBLIC LIBRARY GRANTS FROM EXTERNAL SOURCES.Desc
Total Program Service Expenses$70,581TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKARA SULLIVANPersonNm
Phone9208323931PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1971AddressLine1Txt
CityAPPLETONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP54912ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KARA SULLIVAN
EXECUTIVE DI30.00Yes (X)$55,096$0$0
DON HIETPAS
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
NICK ROSS
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
CHUCK ERICKSON
SECRETARY1.00Yes (X)$0$0$0Yes (X)
AMY FRIEDEL
TREASURER2.00Yes (X)$0$0$0Yes (X)
KIRSTEN FINLAYSON
DIRECTOR1.00$0$0$0Yes (X)
CASSIE MCDONALD
DIRECTOR1.00$0$0$0Yes (X)
PRISCILLA DANIELS
DIRECTOR1.00$0$0$0Yes (X)
CONNIE ROOP
DIRECTOR2.00$0$0$0Yes (X)
LEE ALLINGER
DIRECTOR1.00$0$0$0Yes (X)
ERIN CHUDACOFF
DIRECTOR1.00$0$0$0Yes (X)
NANCI MICKE
DIRECTOR1.00$0$0$0Yes (X)
JEFF KNEZEL
DIRECTOR1.00$0$0$0Yes (X)
JOHN PTACEK
DIRECTOR1.00$0$0$0Yes (X)
B SRIDHAR
DIRECTOR1.00$0$0$0Yes (X)
COLLEEN RORTVEDT
NON-VOTING M1.00$0$0$0Yes (X)
MARGIE MANN
TRUSTEE APPO1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$55,096TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$32,900FundraisingAmt
All Other Contributions$6,751,062AllOtherContributionsAmt
Total Contributions$6,783,962TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,248TotalRevenueColumnAmt
Exclusion$63,248ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$12,766FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$32,900ContriRptFundraisingEventAmt
Fundraising Direct Expenses$8,853FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,913TotalRevenueColumnAmt
Exclusion$3,913ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,851,123TotalRevenueColumnAmt
Exclusion$67,161ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$48,770TotalAmt
Program Services$48,770ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$64,746TotalAmt
Program Services$16,584ProgramServicesAmt
Management And General$16,581ManagementAndGeneralAmt
Fundraising$31,581FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,601TotalAmt
Program Services$3,896ProgramServicesAmt
Management And General$1,949ManagementAndGeneralAmt
Fundraising$13,756FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,453TotalAmt
Program Services$1,331ProgramServicesAmt
Management And General$1,182ManagementAndGeneralAmt
Fundraising$3,940FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,935TotalAmt
Management And General$5,935ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$68,645TotalAmt
Fundraising$68,645FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,655TotalAmt
Management And General$30ManagementAndGeneralAmt
Fundraising$19,625FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$21,523TotalAmt
Management And General$5,706ManagementAndGeneralAmt
Fundraising$15,817FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$758TotalAmt
Management And General$758ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$51TotalAmt
Management And General$51ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,284TotalAmt
Management And General$1,284ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Total$2,423TotalAmt
Management And General$615ManagementAndGeneralAmt
Fundraising$1,808FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$259,844TotalAmt
Program Services$70,581ProgramServicesAmt
Management And General$34,091ManagementAndGeneralAmt
Fundraising$155,172FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$290,625BOYAmt
EOY$3,266,966EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$3,612,221EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,121,191BOYAmt
EOY$2,166,962EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,411,816BOYAmt
EOY$9,046,149EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,492BOYAmt
EOY$13,978EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$16,492BOYAmt
EOY$13,978EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,095,910BOYAmt
EOY$2,154,287EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$299,414BOYAmt
EOY$6,877,884EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,395,324BOYAmt
EOY$9,032,171EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,411,816BOYAmt
EOY$9,046,149EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$6,591,279ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$45,568NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,879CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$326,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$159,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$475,993CurrentTaxYearMinus1YearAmt
Current Tax Year$6,783,962CurrentTaxYearAmt
Total$7,831,100TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,879CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$326,410CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$159,856CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$475,993CurrentTaxYearMinus1YearAmt
Current Tax Year$6,783,962CurrentTaxYearAmt
Total$7,831,100TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$4,600,871SubstantialContributorsTotAmt
Public Support Total170$3,230,229PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,568CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$27,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,077CurrentTaxYearMinus1YearAmt
Current Tax Year$63,248CurrentTaxYearAmt
Total$162,192TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$9,553CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,725CurrentTaxYearMinus1YearAmt
Current Tax Year$12,766CurrentTaxYearAmt
Total$47,044TotalAmt
FieldValueIRS element (for citing)
Total Support$8,040,336TotalSupportAmt
Public Support CY1700.40180PublicSupportCY170Pct
Public Support PY1700.58390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationFUNDRAISING REVENUE 47,044ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,121,191BeginningYearBalanceAmt
Contributions$12,448ContributionsAmt
Investment Earnings Or Losses$87,986InvestmentEarningsOrLossesAmt
Grants Or Scholarships$38,497GrantsOrScholarshipsAmt
Administrative Expenses$16,166AdministrativeExpensesAmt
End Year Balance$2,166,962EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,030,752BeginningYearBalanceAmt
Contributions$451,490ContributionsAmt
Investment Earnings Or Losses-$267,433InvestmentEarningsOrLossesAmt
Grants Or Scholarships$75,905GrantsOrScholarshipsAmt
Administrative Expenses$17,713AdministrativeExpensesAmt
End Year Balance$2,121,191EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,652,793BeginningYearBalanceAmt
Contributions$12,100ContributionsAmt
Investment Earnings Or Losses$457,809InvestmentEarningsOrLossesAmt
Grants Or Scholarships$76,702GrantsOrScholarshipsAmt
Administrative Expenses$15,248AdministrativeExpensesAmt
End Year Balance$2,030,752EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,763,361BeginningYearBalanceAmt
Contributions$7,325ContributionsAmt
Investment Earnings Or Losses-$23,356InvestmentEarningsOrLossesAmt
Grants Or Scholarships$79,404GrantsOrScholarshipsAmt
Administrative Expenses$15,133AdministrativeExpensesAmt
End Year Balance$1,652,793EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,805,079BeginningYearBalanceAmt
Contributions$6,380ContributionsAmt
Investment Earnings Or Losses$46,277InvestmentEarningsOrLossesAmt
Grants Or Scholarships$78,566GrantsOrScholarshipsAmt
Administrative Expenses$15,809AdministrativeExpensesAmt
End Year Balance$1,763,361EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.92280BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.06920PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00800TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN ASSETS HELDDesc
Book Value$2,166,962BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,166,962TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,817,274TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$45,568NetUnrealizedGainsInvstAmt
Other Revenue$8,853OtherRevenueAmt
Revenue Not Reported$54,421RevenueNotReportedAmt
Revenue Subtotal$6,762,853RevenueSubtotalAmt
Other Revenues Not Included$88,270OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$88,270RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,851,123TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$180,427TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$8,853OtherExpensesIncludedAmt
Expenses Not Reported$8,853ExpensesNotReportedAmt
Expenses Subtotal$171,574ExpensesSubtotalAmt
Other Expenses Not Included$88,270OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$88,270ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$259,844TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE ENDOWMENT EARNINGS WILL BE USED TO CONTINUE TO SUPPORT THE OPERATIONS AT THE ORGANIZATION AND PROGRAMS OF THE APPLETON PUBLIC LIBRARY.
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. GIFTS, GRANTS, AND BEQUESTS ARE DEDUCTIBLE BY DONORS WITHIN LIMITATIONS OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES ITS TAX POSITIONS BASED ON WHETHER OR NOT THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THIS EVALUATION INCLUDES MONITORING CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS AND POSITIONS. THE ORGANIZATIONS FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED.
SCHEDULE D, PAGE 4, PART XI, LINE 2DFUNDRAISING EXPENSES 8,853
SCHEDULE D, PAGE 4, PART XI, LINE 4B88,270
SCHEDULE D, PAGE 4, PART XII, LINE 2DFUNDRAISING EXPENSES 8,853
SCHEDULE D, PAGE 4, PART XII, LINE 4BCAPITAL CAMPAIGN EXPENSES 88,270

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonK ROSE LLCPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1419 RIVER STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55401ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISINActivityTxt
Fundraiser Control Of FundsYes (true)FundraiserControlOfFundsInd
Gross Receipts$6,649,792GrossReceiptsAmt
Retained By Contractor$68,645RetainedByContractorAmt
Net To Organization$6,581,147NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$6,649,792TotalGrossReceiptsAmt
Total Retained By Contractors$68,645TotalRetainedByContractorsAmt
Total Net To Organization$6,581,147TotalNetToOrganizationAmt
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1I LOVE MY LIBRAEvent1Nm
Gross Receipts Event1$41,766GrossReceiptsEvent1Amt
Charitable Contri Event1$32,900CharitableContriEvent1Amt
Gross Revenue Event1$8,866GrossRevenueEvent1Amt
Rent Facility Costs Event1$1,345RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$7,508OtherDirectExpensesEvent1Amt
Gross Receipts Total$41,766GrossReceiptsTotalAmt
Charitable Contributions Tot$32,900CharitableContributionsTotAmt
Gross Revenue Total Events$8,866GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,345RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$7,508OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,853DirectExpenseSummaryEventsAmt
Net Income Summary$13NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PAGE 1, PART I, LINE 2B, COLUMN (III)FormAndLineReferenceDesc
ExplanationK ROSE, LLC NOExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
APPLETON PUBLIC LIBRARY
225 N ONEIDA STAPPLETONWI54911396005381170(B)$42,500SEE 990 PART 3 LN 4A
COIN LAUNDRY ASSOCIATION
17W635 BUTTERFIELD ROAD 145OAKBROOK TERRACEIL60181362439458501(C)$5,801SEE 990 PART 3 LN 4A
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2FormAndLineReferenceDesc
ExplanationCOMMON BOARD MEMBERS UPDATE THE TAXPAYER'S BOARD AS TO THE USAGE OF THE GRANTS IN THE LIBRARY. GRANTS PAID TO OTHER ORGANIZATIONS ARE DIRECTED FIRST TO THE LIBRARY DIRECTOR FOR ACCURACY AND THEN SUBMITTED TO FRIENDS FOR PAYMENT. ALL PAYMENTS FROM FRIENDS ARE THEN APPROVED BY THE ED, PRESIDENT AND TREASURER FOR PAYMENTExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONFRIENDS OF APPLETON PUBLIC LIBRARY (FRIENDS) ADVOCATES AND RAISES FUNDS FOR THE APPLETON PUBLIC LIBRARY (APL) AND SERVES AS A BRIDGE BETWEEN THE LIBRARY AND THE GREATER APPLETON COMMUNITY. PUBLIC FUNDING ISNT ENOUGH TO PROVIDE ALL THE SERVICES AND RESOURCES THAT OUR COMMUNITY NEEDS. WITH FRIENDS FUNDS, APL PROVIDES ENHANCED LIBRARY SERVICES BEYOND THOSE PAID FOR WITH TAX DOLLARS FOR ALL AGES, DEMOGRAPHICS, RESIDENTS AND VISITORS OF THE FOX CITIES COMMUNITIES.
FORM 990, PAGE 6, PART VI, LINE 6MEMBERS ARE THOSE WHO DONATE TO OUR ORGANIZATION IN THE COURSE OF THE FISCAL YEAR AS PER OUR BYLAWS.
FORM 990, PAGE 6, PART VI, LINE 7ATHE NOMINATING COMMITTEE NOMINATES NEW BOARD MEMBERS. THE FULL BOARD THEN VOTES ON NEW BOARD MEMBERS AT OUR ANNUAL MEETING AS PER OUR BYLAWS.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS REVIEWED BY THE BOARD PRESIDENT, TREASURER AND FINANCE COMMITTEE PRIOR TO FILING. A COMPLETE COPY OF FORM 990 IS ALSO PROVIDED TO ALL BOARD DIRECTORS AT TIME OF FILING.
FORM 990, PAGE 6, PART VI, LINE 12CBOARD DIRECTORS SIGN A CONFLICT OF INTEREST DOCUMENT EACH YEAR IN WHICH THEY ARE ASKED TO DISCLOSE ALL INTERESTS IN WHICH THEY MAY HAVE CONFLICT. AT THAT ANNUAL MEETING WE REVIEW DEFINITIONS OF CONFLICT OF INTEREST WITH THE BOARD DIRECTORS AND THEIR SIGNATURES INDICATE THEY WILL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST WHICH WILL BE REFLECTED IN MEETING MINUTES. PERSONS WITH CONFLICTS MAY NOT PARTICIPATE IN THOSE DECISIONS EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS.
FORM 990, PAGE 6, PART VI, LINE 15AEXECUTIVE DIRECTOR COMPENSATION IS SUBJECT TO THE REVIEW AND APPROVAL OF THE ORGANIZATION'S GOVERNING BODY. THE ED SUBMITS PERFORMANCE GOALS AND OBJECTIVES AT THE BEGINNING OF THE FISCAL YEAR. COMPENSATION IS DETERMINED AT THE END OF THE FISCAL YEAR AFTER THESE COMPLETED GOALS AND OBJECTIVES AND PROFESSIONAL COMPETENCIES ARE REVIEWED.
FORM 990, PAGE 6, PART VI, LINE 19THE FRIENDS OF APPLETON LIBRARY MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9FUNDRAISING EXPENSES 8,853 -88,270 FUNDRAISING EXPENSES -8,853 CAPITAL CAMPAIGN EXPENSES 88,270

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