2023-01-12T00:00:00-06:00 2022-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2021-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA COUNTY COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DIRECTOR 7157238125 2022-12-16 1 JILL HERRIGES 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2022-12-07 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z JILL HERRIGES PO BOX 153 CHIPPEWA FALLS WI 54729 13100273 0 X WWW.YOURLEGACYFOREVER.ORG X 2001 WI ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTHROPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. 12 12 3 33 0 0 2308468 2952155 0 0 1383471 576784 130484 136107 3822423 3665046 373135 450624 0 0 108884 123073 0 0 24146 203547 203084 685566 776781 3136857 2888265 27823618 26753159 13107984 11781231 14715634 14971928 TO ENABLE DONORS TO ACHIEVE THEIR PHILANTHROPIC GOALS, TO MEET CHANGING COMMUNITY NEEDS, THEREBY BENEFITING THE COMMUNITIES, PEOPLE AND OTHER NONPROFIT ORGANIZATIONS OF CHIPPEWA COUNTY. 0 0 704346 450624 128267 DURING FISCAL YEAR 2022, 19 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 307 AND THE TOTAL ASSETS UNDER MANAGEMENT CHANGED FROM $27.8 MILLION TO $26.7 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $39.4 MILLION. 704346 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JILL HERRIGES 7157238125 404 1/2 N BRIDGE STREET CHIPPEWA FALLS WI 54729 CHARLES FRENETTE TREASURER 1.00 X X 0 0 0 DAVID ADLER BOARD CHAIR 1.00 X X 0 0 0 BARB STEVENS FIRST VICE CHAIR 1.00 X X 0 0 0 MARY RANDALL SECOND VICE CHAIR 1.00 X X 0 0 0 SUSAN KERN IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 LORI GEISSLER DIRECTOR 1.00 X 0 0 0 DAVID DEJONGH DIRECTOR 1.00 X 0 0 0 ELLEN KIEFER DIRECTOR 1.00 X 0 0 0 ERIK LARSON DIRECTOR 1.00 X 0 0 0 BRYAN FLYNN DIRECTOR 1.00 X 0 0 0 TERESA GERMAIN DIRECTOR 1.00 X 0 0 0 KATHRYN FACKLAM DIRECTOR 1.00 X 0 0 0 JILL HERRIGES EXEC DIRECTOR/SECRETARY 40.00 X 75331 0 0 75331 0 0 0 0 0 0 0 2952155 22723 2952155 637924 637924 9374087 9435227 -61140 -61140 -61140 7840 0 7840 7840 ADMINISTRATION FEE 900099 128267 128267 128267 3665046 128267 0 584624 450624 450624 80426 56298 16085 8043 34125 23888 6825 3412 8522 5965 1705 852 33648 18684 9976 4988 100643 100643 15938 11156 3188 1594 2464 1725 493 246 15672 10970 3134 1568 13330 9421 2606 1303 567 397 114 56 1047 733 209 105 2037 1426 407 204 5789 4052 1158 579 ANNUAL MEETING 6177 4324 1235 618 MEMBERSHIP FEES AND DUE 5025 3517 1005 503 PROFESSIONAL DEVELOPMEN 747 523 149 75 776781 704346 48289 24146 57409 40967 403867 280478 383 192 60715 59322 3430 1393 27332424 26406485 26105 23644 27823618 26753159 9986 13574 1000 670 13096998 11766987 13107984 11781231 X 1309168 1266906 13406466 13705022 14715634 14971928 27823618 26753159 2888265 -2631971 0 X 0 1 X 1 0 X 454224 482131 810179 2308468 2968088 7023090 454224 482131 810179 2308468 2968088 7023090 219734 6803356 213527 447975 488944 453284 637924 2241654 116647 109214 130484 128267 484612 9749356 15655 0.69780 0.62060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35 675573 64038 2955581 1 1 13406466 2892855 -2196963 397337 13705021 8843330 2225897 2618217 280978 13406466 8763160 645164 -173146 391848 8843330 8250466 464661 311998 263965 8763160 7593791 404153 480365 227843 8250466 0.00000 0.96570 0.03430 0 0 60715 59322 1393 1393 AGENCY ENDOWMENT AND PASS-THROUGH FUNDS 11766987 11766987 948365 -2631971 15933 -2616038 3564403 100643 100643 3665046 692071 15933 15933 676138 100643 100643 776781 PART V, LINE 4: ENDOWMENT FUNDS ARE MANAGED TO PROVIDE COMMUNITY GRANTS AND FOR MAKING AND/OR PROVIDING PROGRAM SERVICES IN ACCORDANCE WITH A DONOR'S INTENT AND CONSISTENT WITH THE ORGANIZATION'S MISSION. 1 CHIPPEWA VALLEY CULTURAL ASSOCIATION 3 S HIGH ST CHIPPEWA FALLS WI 54729 391236476 501(C)(3) 5309 0 ANNUAL MAINTENANCE OF THE AMERICAN FLAG; DISNEY'S 101 DALMATIONS KIDS; WIRELESS MICROPHONES, LOCAL DRAMA PRODUCTIONS EXPENSES; HEYDE CENTER FOR THE ARTS FLAG FUND, AT THE DISCRETION OF THE ORGANIZATION THE OPEN DOOR CLINIC PO BOX 271 CHIPPEWA FALLS WI 54729 203673759 501(C)(3) 5536 0 AMERICORPS VISTA; AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA FALLS AREA SENIOR CENTER INC 1000 E GRAND AVE CHIPPEWA FALLS WI 54729 391673741 501(C)(3) 5688 0 FITNESS EQUIPMENT (KIOSKS) AND WELLNESS ROOM; AT THE DISCRETION OF THE ORGANIZATION LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN 2820 EAST PARK AVE CHIPPEWA FALLS WI 54729 390816846 501(C)(3) 6000 0 CHIPPEWA COUNTY VETERAN SERVICES; VETERANS HOUSING AND RECOVERY PROGRAM STANLEY-BOYD AREA SCHOOL DISTRICT 507 E 1ST AVE STANLEY WI 54768 396004628 501(C)(3) 6000 0 CAMP READ S'MORE BOOKMOBILE FEED MY PEOPLE 2610 ALPINE RD EAU CLAIRE WI 54703 391488941 501(C)(3) 6671 0 SCHOOL PANTRY PROGRAM; AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA FALLS MUSIC ASSOCIATION LTD 735 TERRILL ST CHIPPEWA FALLS WI 54729 391891477 501(C)(3) 6885 0 CHIPPEWA FALLS HIGH SCHOOL BAND EQUIPMENT HSHS ST JOSEPH'S FOUNDATION 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 371186514 501(C)(3) 7158 0 ST. JOSEPHL'S HOSPITAL HOSPICE; AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA FALLS AREA UNIFIED SCHOOL DISTRICT FOUNDATION PO BOX 981 CHIPPEWA FALLS WI 54729 391598193 501(C)(3) 7300 0 JOIE HERTZFELD MEMORIAL SCHOLARSHIP; DOLORES BARNIER EDUCATION FUND; JOSEPH W. JOAS SCHOLARSHIP FUND, TROOP #3055 SCHOLARSHIP; AT THE DISCRETION OF THE ORGANIZATION. SLEEP IN HEAVENLY PEACE 1560 EDRIDGE AVE TWIN FALLS IN 83301 464346568 501(C)(3) 7315 0 BEDS FOR KIDS IN CHIPPEWA COUNTY CADOTT COMMUNITY LIBRARY PO BOX 68 CADOTT WI 54727 396006225 GOV 7358 0 OCCUPATIONAL AND MENTAL HEALTH MATERIALS; AT THE DISCRETION OF THE ORGANIZATION FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS 130 W CENTRAL ST CHIPPEWA FALLS WI 54729 391272793 501(C)(3) 7932 0 CARRIE ZEITINGER JOAS FUND; HYGIENE PRODUCTS FOR FOOD PANTRY ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 8926 0 FUTURE FUND; CHILDREN'S FUND TO ASSIST WITH SCHOOL EXPENSE; AT THE DISCRETION OF THE ORGANIZATION BOYS & GIRLS CLUBS OF THE GREATER CHIPPEWA VALLEY INCCHIPPEWA CENTER 21 E GRAND AVE CHIPPEWA FALLS WI 54729 392032491 501(C)(3) 9338 0 POSITIVE AND SAFE CLUB ENVIRONMENT; CHIPPEWA CENTER CHIPPEWA COUNTY HISTORICAL SOCIETY INC 123 ALLEN ST CHIPPEWA FALLS WI 54729 237108082 501(C)(3) 9475 0 PAST PASSED HERE PROJECT; AT THE DISCRETION OF THE ORGANIZATION; YOUTH COLOR BOOK FUND; CHIPPEWA AREA HISTORY CENTER STANLEY POLICE DEPARTMENT PO BOX 155 STANLEY WI 54768 396005615 GOV 10000 0 TO PURCHASE A RADIO TOWER, ANTENNA AND REPEATER FOR FUTURE CRISIS PREPAREDNESS. FAMILY SUPPORT CENTER PO BOX 143 CHIPPEWA FALLS WI 54729 391403276 501(C)(3) 10079 0 YOUTH PROGRAMS; WELCOME BABY PROJECT, AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA FALLS POLICE DEPARTMENT 210 ISLAND ST CHIPPEWA FALLS WI 54729 396005414 GOV 10580 0 PURCHASE OF DRONE, EQUIPMENT AND COMMUNITY RELATIONS MCDONELL AREA CATHOLIC SCHOOLS 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 15452 0 RELIGION CLASSES; TUITION ASSISTANCE; SCHOOL COSTS; THE HUMAN BODY PROGRAM; AT THE DISCRETION OF THE ORGANIZATION; JAMES AND MARGARET KERN MEMORIAL SCHOLARSHIP; JOSEPH W. JOAS SCHOLARSHIP FUND; SCHOLARSHIPS FOR SENIORS WHO HAVE PARTICIPATED IN MUSICAL PRODUCTIONS. CHIPPEWA COUNTY HUMANE ASSOCIATION INC PO BOX 562 CHIPPEWA FALLS WI 54729 411453515 501(C)(3) 15465 0 AT THE DISCRETION OF THE ORGANIZATION HSHS ST JOSEPH'S HOSPITAL 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 390810545 501(C)(3) 17300 0 FOR EMERGENT ORAL HEALTHCARE NEEDS MARSHFIELD CLINIC 2655 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 390452970 501(C)(3) 17300 0 CHIPPEWA FALLS DENTAL CENTER'S ANGEL FUND MCDONELL HIGH SCHOOL FOUNDATION 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391264037 501(C)(3) 24750 0 AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA FALLS PARKS RECREATION AND FORESTRY DEPARTMENT 30 W CENTRAL ST STE 4 CHIPPEWA FALLS WI 54729 396005414 GOV 50995 0 IRVINE PARK IMPROVEMENTS AND MAINTENANCE; CAPITAL IMPROVEMENTS AT GANNON FIELD; CARE AND MAINTENANCE OF HOUSING FOR THE MONKEYS; PURCHASE AND IDENTIFICATION OF TREES; AT THE DISCRETION OF THE ORGANIZATION. 24 0 PART I, LINE 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT OF GRANTS GIVEN EACH YEAR, THE GRANTEES' ELIGIBILITY FOR THE GRANTS AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS. THE GOVERNING BOARD OF THE ORGANIZATION HAS A SEPARATE GRANTS COMMITTEE THAT REVIEWS ALL APPLICATIONS RECEIVED FOR ELIGIBILITY AND IF THE ORGANIZATION MEETS ALL REQUIREMENTS THE GRANTS COMMITTEE WILL RECOMMEND THE GRANT FOR APPROVAL TO THE BOARD OF DIRECTORS. ALL THE APPROVALS FOR GRANTS ARE DOCUMENTED IN THE BOARD MINUTES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE & INVESTMENT COMMITTEE AND THE EXECUTIVE COMMITTEE BEFORE IT IS FILED. AFTER THESE TWO COMMITTEES HAVE REVIEWED THE 990 IT IS ALSO MADE AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COMMUNITY FOUNDATION OF CHIPPEWA COUNTY CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. ON A YEARLY BASIS, THE EXECUTIVE DIRECTOR OF THE COMMUNITY FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF THE BOARD OF DIRECTORS, ALL COMMITTEE MEMBERS AND ALL STAFF PERSONNEL. MEMBERS AND PERSONNEL ARE REQUIRED TO DISCLOSE ALL INTERESTS OF HIS/HERSELF AND HIS/HER SPOUSE IN ORGANIZATIONS IN WHICH THE COMMUNITY FOUNDATION MAY BE AFFILIATED. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN MEMBERS OR PERSONNEL AND POTENTIAL GRANT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER STAFF PERSONNEL ARE DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES SALARIES OF THE POSITIONS WITHIN THE COMMUNITY FOUNDATION TO SIMILAR SALARIES WITHIN SIMILAR ORGANIZATIONS, INCLUDING REFERENCING THE COUNCIL ON FOUNDATION'S GRANTMAKER SALARY & BENEFITS REPORT. PERIODIC PERFORMANCE REVIEWS ARE ALSO PERFORMED BY THE BOARD OF DIRECTORS AND AID IN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY VIEW GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS.