KENOSHA COMMUNITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KENOSHA COMMUNITY FOUNDATION (EIN 39-6045289)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349315227
- Schema version
- 2022v5.0
- Note
- A later return for the same period supersedes this one.
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T14:25:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391648207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREA & ORENDORFF LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 76TH ST STE 200 | AddressLine1Txt |
| City | KENOSHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 531424018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396045289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENOSHA COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENO | BusinessNameControlTxt |
| Phone | 2626542412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 52ND ST | AddressLine1Txt |
| City | KENOSHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY GREIL | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2626542412 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AMY | PersonFirstNm |
| Person Last | GREIL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MIKE S HEDDEN | PreparerPersonNm |
| PTIN | P00744376 | PTIN |
| Phone | 2626577716 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEN FELLMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 52ND ST | AddressLine1Txt |
| City | KENOSHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,347,180 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KENOSHAFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | HELPING PEOPLE TO ENHANCE THE PRESENT AND INSURE THE FUTURE OF THE KENOSHA COMMUNITY THROUGH CHARITABLE GIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,993,539 | PYContributionsGrantsAmt |
| CY Contributions Grants | $594,161 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $182,552 | CYProgramServiceRevenueAmt |
| PY Investment Income | $854,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $387,790 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$40,566 | PYOtherRevenueAmt |
| CY Other Revenue | $79,681 | CYOtherRevenueAmt |
| PY Total Revenue | $2,807,404 | PYTotalRevenueAmt |
| CY Total Revenue | $1,244,184 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $836,329 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $739,625 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,627 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,631 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,298 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $114,630 | PYOtherExpensesAmt |
| CY Other Expenses | $457,050 | CYOtherExpensesAmt |
| PY Total Expenses | $1,022,586 | PYTotalExpensesAmt |
| CY Total Expenses | $1,274,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,784,818 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$30,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,928,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,071,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,537,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,104,756 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,390,969 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,966,730 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HELPING PEOPLE TO ENHANCE THE PRESENT AND INSURE THE FUTURE OF THE KENOSHA COMMUNITY THROUGH CHARITABLE GIVING. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $949,958 | ExpenseAmt |
| Grant | $739,625 | GrantAmt |
| Revenue | $182,552 | RevenueAmt |
| Desc | HELPING PEOPLE TO ENHANCE THE PRESENT AND INSURE THE FUTURE OF THE KENOSHA COMMUNITY THROUGH GRANTS TO EXEMPT ORGANIZATIONS AND SCHOLARSHIPS TO INDIVIDUALS IN THE COMMUNITY. | Desc |
| Total Program Service Expenses | $949,958 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY GREIL | PersonNm |
| Phone | 2626542412 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 52ND ST | AddressLine1Txt |
| City | KENOSHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53140 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| AMY GREIL | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $18,889 | $0 | $0 | |
| JANE HARRINGTON HEIDE | ||||||
| SECRETARY | 5.00 | Yes (X) | $17,380 | $0 | $0 | Yes (X) |
| STEVEN SEYMOUR | ||||||
| TREASURER | 5.00 | Yes (X) | $6,295 | $0 | $0 | Yes (X) |
| NEIL GUTTORMSEN | ||||||
| VICE PRESIDE | 5.00 | Yes (X) | $3,861 | $0 | $0 | Yes (X) |
| CATHRYN BOTHE | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KEN FELLMAN | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID GEERTSEN | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ADELENE GREENE | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| PAULA HEIDE-POGGENBURG | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KATE KEENAN | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| J MICHAEL MCTERNAN | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERTA JORGENSEN PUNTILLO | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JOAN WILK | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JAMIE YOUNG | ||||||
| DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $46,425 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $594,161 | AllOtherContributionsAmt |
| Total Contributions | $594,161 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEE INCOME | Desc |
| Total Revenue Column | $182,552 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,552 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $182,552 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $387,790 | TotalRevenueColumnAmt |
| Exclusion | $387,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $182,677 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $102,996 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,681 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,244,184 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,552 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $387,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,401 | TotalAmt |
| Program Services | $642,401 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,224 | TotalAmt |
| Program Services | $97,224 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,269 | TotalAmt |
| Program Services | $9,067 | ProgramServicesAmt |
| Management And General | $18,135 | ManagementAndGeneralAmt |
| Fundraising | $9,067 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,845 | TotalAmt |
| Program Services | $8,961 | ProgramServicesAmt |
| Management And General | $17,923 | ManagementAndGeneralAmt |
| Fundraising | $8,961 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,517 | TotalAmt |
| Program Services | $1,379 | ProgramServicesAmt |
| Management And General | $2,759 | ManagementAndGeneralAmt |
| Fundraising | $1,379 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,861 | TotalAmt |
| Management And General | $3,861 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,195 | TotalAmt |
| Management And General | $19,195 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,408 | TotalAmt |
| Management And General | $173,408 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491 | TotalAmt |
| Management And General | $491 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,296 | TotalAmt |
| Program Services | $4,324 | ProgramServicesAmt |
| Management And General | $8,648 | ManagementAndGeneralAmt |
| Fundraising | $4,324 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,724 | TotalAmt |
| Program Services | $9,431 | ProgramServicesAmt |
| Management And General | $18,862 | ManagementAndGeneralAmt |
| Fundraising | $9,431 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,876 | TotalAmt |
| Management And General | $8,876 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,698 | TotalAmt |
| Management And General | $2,698 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,544 | TotalAmt |
| Program Services | $2,136 | ProgramServicesAmt |
| Management And General | $4,272 | ManagementAndGeneralAmt |
| Fundraising | $2,136 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EVENT EXPENSE | $175,035 | $175,035 | |
| OTHER EXPENSES | $9,922 | $9,922 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,274,306 | TotalAmt |
| Program Services | $949,958 | ProgramServicesAmt |
| Management And General | $289,050 | ManagementAndGeneralAmt |
| Fundraising | $35,298 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,825 | BOYAmt |
| EOY | $462,375 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,643 | BOYAmt |
| EOY | $4,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,518 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,130 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,029 | BOYAmt |
| EOY | $42,388 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,486,124 | BOYAmt |
| EOY | $12,562,089 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,928,621 | BOYAmt |
| EOY | $13,071,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,091 | BOYAmt |
| EOY | $2,003 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,355 | BOYAmt |
| EOY | $41,490 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,488,206 | BOYAmt |
| EOY | $2,061,263 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,537,652 | BOYAmt |
| EOY | $2,104,756 | 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 | $1,101,782 | BOYAmt |
| EOY | $465,424 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,289,187 | BOYAmt |
| EOY | $10,501,306 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,390,969 | BOYAmt |
| EOY | $10,966,730 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,928,621 | BOYAmt |
| EOY | $13,071,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$30,122 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,394,117 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
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 | $856,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $348,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,977,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $594,161 | CurrentTaxYearAmt |
| Total | $4,247,089 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $856,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $348,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,977,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $594,161 | CurrentTaxYearAmt |
| Total | $4,247,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,247,089 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $238,069 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $244,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $269,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $235,398 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $387,790 | CurrentTaxYearAmt |
| Total | $1,374,853 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,621,942 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $365,229 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76820 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,056,210 | BeginningYearBalanceAmt |
| Contributions | $24,924 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,065,802 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $359,116 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $154,910 | AdministrativeExpensesAmt |
| End Year Balance | $10,501,306 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,783,815 | BeginningYearBalanceAmt |
| Contributions | $1,848,413 | ContributionsAmt |
| Investment Earnings Or Losses | $1,423,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $844,076 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $155,677 | AdministrativeExpensesAmt |
| End Year Balance | $13,056,210 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,902,623 | BeginningYearBalanceAmt |
| Contributions | $468,924 | ContributionsAmt |
| Investment Earnings Or Losses | $1,349,227 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $814,780 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $122,179 | AdministrativeExpensesAmt |
| End Year Balance | $10,783,815 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,837,772 | BeginningYearBalanceAmt |
| Contributions | $452,611 | ContributionsAmt |
| Investment Earnings Or Losses | $1,583,098 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $860,376 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $110,482 | AdministrativeExpensesAmt |
| End Year Balance | $9,902,623 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,347,679 | BeginningYearBalanceAmt |
| Contributions | $760,476 | ContributionsAmt |
| Investment Earnings Or Losses | -$278,732 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $877,657 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $113,994 | AdministrativeExpensesAmt |
| End Year Balance | $8,837,772 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,844 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,092 | DepreciationAmt |
| Book Value | $39,752 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,674 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,038 | DepreciationAmt |
| Book Value | $2,636 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,388 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART IV, LINE 2B | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HOLDS FUNDS FOR THE BENEFIT OF CERTAIN NONPROFIT ORGANIZATIONS SOLELY FOR INVESTMENT MANAGEMENT PURPOSES AND DISBURSES THE FUNDS AT THE REQUEST OF THE NONPROFIT AFTER BOARD APPROVAL. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HARBOR PARK JAZ | Event1Nm |
| Gross Receipts Event1 | $69,458 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $69,458 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $40,025 | OtherDirectExpensesEvent1Amt |
| Event2 | REACHING FOR RA | Event2Nm |
| Gross Receipts Event2 | $45,688 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $45,688 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $15,233 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $67,531 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $67,531 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $47,738 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $182,677 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $182,677 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $102,996 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $102,996 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $79,681 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|
| BETHANY LUTHERAN CHURCH | ||||||||
| 2100 75TH ST | KENOSHA | WI | 53143 | 390904651 | 501C3 | $100,000 | SPECIAL PROGRAM FUND | |
| SHORELAND LUTHERAN HIGH SCHOOL FED | ||||||||
| 9026 12TH ST | KENOSHA | WI | 53144 | 237140277 | 501C3 | $100,000 | ED. PROGRAM FUNDING | |
| BROOKSIDE CARE CENTER | ||||||||
| $20,678 | ||||||||
| BOYS & GIRLS CLUB OF KENOSHA INC | ||||||||
| 1330 52ND ST | KENOSHA | WI | 53140 | 391732935 | 501C3 | $25,400 | ||
| BOYS TOWN | ||||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | 470376606 | 501C3 | $12,000 | ||
| CAL FARLEY'S | ||||||||
| 600 SW 11TH AVE | AMARILLO | TX | 79101 | 750808768 | 501C3 | $12,000 | ||
| MILWAUKEE RESCUE MISSION | ||||||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | 390816851 | 501CE | $12,000 | GENERAL PROGRAM FUND | |
| THE SALVATION ARMY OF KENOSHA | ||||||||
| 3116 75TH ST | KENOSHA | WI | 53142 | 362167910 | 501C3 | $12,000 | FOOD AND SHELTER | |
| KENOSHA PUBLIC MARKET LLC | ||||||||
| $9,700 | ||||||||
| KENOSHA ACHIEVEMENT CENTER | ||||||||
| 1218 79TH ST | KENOSHA | WI | 53143 | 391399101 | 501C3 | $9,275 | DEVELOPMENTAL SERV. | |
| GODS KITCHEN OF KENOSHA INC | ||||||||
| PO BOX 351 | KENOSHA | WI | 53140 | 823139194 | 501C3 | $9,000 | FOOD AID | |
| SHALOM CENTER | ||||||||
| 4314 39TH AVENUE | KENOSHA | WI | 53144 | 391480124 | 501C3 | $8,282 | HUMANE AND FOOD SERV | |
| CARTHAGE COLLEGE | ||||||||
| 2001 ALFORD PARK DR | KENOSHA | WI | 53140 | 390661496 | GOV | $8,000 | EDUCATION | |
| OASIS YOUTH CENTER | ||||||||
| 5038 19TH AVE | KENOSHA | WI | 53140 | 271260524 | 501C3 | $8,000 | YOUTH DEVELOPMENT | |
| THE LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND ST | ARLINGTON | VA | 22201 | 510235174 | 501C3 | EDUCATION & TRAINING | $8,000 | |
| WISCONSIN LUTHERAN SEMINARY | ||||||||
| $16,000 | ||||||||
| KENOSHA LITERACY COUNCIL | ||||||||
| 2419 63RD ST | KENOSHA | WI | 53143 | 391601969 | 501C3 | $12,130 | ||
| KENOSHA YMCA | ||||||||
| 7101 53RD ST | KENOSHA | WI | 53144 | 390826296 | 501C3 | $7,275 | YOUTH SERVICES | |
| ALANO CLUB OF KENOSHA | ||||||||
| $6,900 | RECOVERY PROGRAM | |||||||
| ST JOSEPH CATHOLIC ACADEMY | ||||||||
| 2401 69TH ST | KENOSHA | WI | 53143 | 391091323 | 501C3 | $6,664 | EDUCATION | |
| ALL SAINTS CATHOLIC SCHOOL | ||||||||
| 4400 22ND AVE | KENOSHA | WI | 53140 | 300690831 | 501C3 | $6,236 | ||
| FLEEING ARTISTS THEATRE | ||||||||
| 514 56TH ST | KENOSHA | WI | 53140 | 873334570 | 501C3 | $12,086 | THEATRE PROGRAM | |
| FAITH HOPE & LOVE | ||||||||
| 1718 LAYARD AVE | RACINE | WI | 53404 | 463848797 | 501C3 | $5,250 | ||
| UW PARKSIDE FOUNDATION | ||||||||
| PO BOX 2000 | KENOSHA | WI | 53141 | 391522072 | 501C3 | $5,750 | EDUCATION PROGRAM | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 68 | RecipientCnt |
| Cash Grant | $97,224 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DONATES TO LOCAL CHARITIES, OF WHICH THEY HAVE LONGSTANDING RELATIONSHIPS, AND MONITOR FUNDS DONATED FROM YEAR TO YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AS SOON AS THEY BECOME KNOWN. CONFLICTS OF INTEREST INQUIRIES ARE MADE ANNUALLY TO ALL BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR HAS A WRITTEN CONTRACT THAT IS REVEIWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 0 173,408 0 |
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