2022-04-04T14:43:01-05:00 2021-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2020-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA COUNTY COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DIRECTOR 7157238125 2022-03-29 1 JILL HERRIGES 999009999 MICHAEL J PETERSON CPA P01833529 2187224705 2022-03-29 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JILL HERRIGES PO BOX 153 CHIPPEWA FALLS WI 54729 12049045 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. 11 11 2 33 0 0 810179 2308468 0 0 1277439 1383471 115989 130484 2203607 3822423 491048 373135 0 0 114619 108884 0 0 21926 188914 203547 794581 685566 1409026 3136857 20678677 27823618 10781686 13107984 9896991 14715634 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 619789 373135 130484 DURING FISCAL YEAR 2021, 25 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 295 AND THE TOTAL ASSETS UNDER MANAGEMENT CHANGED FROM $20.6 MILLION TO $27.8 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $34.4 MILLION. 619789 1 1 0 0 0 1 0 0 0 1 1 1 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 1 0 0 0 0 0 0 0 0 1 7 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 JILL HERRIGES EXECUTIVE DIRECTOR/SECRETARY 40.00 X 73065 0 0 LORI GEISSLER IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 CHARLES FRENETTE TREASURER 1.00 X X 0 0 0 DAVID ADLER 1ST VICE CHAIR 1.00 X X 0 0 0 SUSAN KERN BOARD CHAIR 1.00 X X 0 0 0 DAVID DEJONGH DIRECTOR 1.00 X 0 0 0 MARY RANDALL DIRECTOR 1.00 X 0 0 0 BARB STEVENS DIRECTOR 1.00 X 0 0 0 JAMES JONES 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 JANICE LEMMINGER DIRECTOR 1.00 X 0 0 0 STACY PICKERIGN DIRECTOR (THRU MARCH) 1.00 X 0 0 0 73065 0 0 0 0 0 0 0 2308468 1263916 2308468 453284 453284 9156809 8226622 930187 930187 930187 ADMINISTRATION FEE 900099 130484 130484 130484 3822423 130484 0 1383471 373135 373135 69646 48752 13929 6965 31798 22259 6360 3179 7440 5208 1488 744 49837 34886 9967 4984 93177 93177 19560 13692 3912 1956 2243 1570 449 224 13529 9524 2652 1353 13257 9226 2705 1326 139 97 28 14 1071 750 214 107 2513 1759 503 251 2986 2090 597 299 MEMBERSHIP FEES AND DUE 4651 3255 930 466 PROFESSIONAL DEVELOPMEN 584 409 117 58 685566 619789 43851 21926 46687 57409 332151 403867 383 61915 58485 5943 3430 7795335 9836087 12471784 17496337 26777 26105 20678677 27823618 14766 9986 1000 1000 10765920 13096998 10781686 13107984 X 1053661 1309168 8843330 13406466 9896991 14715634 20678677 27823618 3136857 1681786 0 X 0 1 X 1 0 X 275640 454224 482131 810179 2308468 4330642 275640 454224 482131 810179 2308468 4330642 287053 4043589 216947 213527 447975 488944 453284 1820677 1040 6775 7815 116647 109214 130484 356345 6515479 0.62060 0.59200 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31 199156 57907 2776078 1 1 8843330 2225897 2618217 280978 13406466 8763160 645164 -173146 391848 8843330 8250466 464661 311998 263965 8763160 7593791 404153 480365 227843 8250466 6828329 247049 723913 205500 7593791 0.00000 0.76900 0.23100 0 0 61915 58485 3430 3430 VANGUARD TOTAL STOCK MARKET INDEX 4689930 F FROST TOTAL RETURN BOND FUND CL (I) 1660229 F FIDELITY US BOND INDEX FUND INST 2015138 F SCHWAB INTERNATIONAL INDEX FUND 2359687 F AQR LARGE CAP DEFENSIVE STYLE RG 1475828 F WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS 1847873 F JANUS HENDERSON ENTERPRISE FUND 1812974 F SCHWAB STRATEGIC TRUST DIVIDEND EQUITY 1634678 F 17496337 AGENCY ENDOWMENT AND PASS-THROUGH FUNDS 13096998 13096998 5411032 1681786 1681786 3729246 93177 93177 3822423 592389 0 592389 93177 93177 685566 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 FALLS PARKS RECREATION AND FORESTRY DEPARTMENT 30 W CENTRAL ST STE 4 CHIPPEWA FALLS WI 54729 396005414 GOV 48114 POOL PASSES FOR FAMILIES WITH FINANCIAL NEED; CAPITAL IMPROVEMENTS AT GANNON FIELD; PURCHASE AND IDENTIFICATION OF INDIGENOUS TREES OF WISCONSIN; IMPROVEMENTS AT IRVINE PARK; SIX HOLE HANDICAP ACCESSIBLE DISC GOLF COURSE; CARE AND MAINTENANCE OF HOUSING FOR THE MONKEYS; IRVINE PARK ZOO; IRVINE PARK GENERAL USE; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. MCDONELL HIGH SCHOOL FOUNDATION 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391264037 501(C)(3) 23913 TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA COUNTY HUMANE ASSOCIATION INC PO BOX 562 CHIPPEWA FALLS WI 54729 411453515 501(C)(3) 19677 DOG RUN WINDOW/FAN PROJECT; COSTS ASSOCIATED WITH PURCHASING CLEANING SUPPLIES AND MASKS; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. HSHS ST JOSEPH'S FOUNDATION 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 371186514 501(C)(3) 6901 ST. JOSEPH'S HOSPITAL HOSPICE; TO BE USED AT THE DISCRETION OF THE HOSPITAL. YMCA OF THE CHIPPEWA VALLEY 611 JEFFERSON AVE CHIPPEWA FALLS WI 54729 390806351 501(C)(3) 14441 2021 STRONG KIDS CAMPAIGN; AFTER SCHOOL YOUTH COLLABORATION; SCHOOL AGE CHILDCARE PROGRAMS; SUMMER CHILDCARE PROGRAMS. CHIPPEWA COUNTY HISTORICAL SOCIETY 123 ALLEN ST CHIPPEWA FALLS WI 54729 237108082 501(C)(3) 8648 PAST PASSED HERE PROJECT; K-5 GRADE LOCAL HISTORY ED PROGRAM; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. PROFESSIONAL DENTAL HYGIENE EXPRESS INC 5388 STATE HWY 64 BLOOMER WI 54724 274969600 501(C)(3) 7500 BRIGHT SMILES; PPE COSTS FOR CHIPPEWA COUNTY SCHOOLS PROGRAMMING. FAMILY SUPPORT CENTER PO BOX 143 CHIPPEWA FALLS WI 54729 391403276 501(C)(3) 9566 DOMESTIC VIOLENCE AND SEXUAL ASSAULT VICTIM SERVICES PROGRAMMING; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 8548 CHILDREN'S FUND; FUTURE FUND; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. HOPE VILLAGE 4140 126TH STREET CHIPPEWA FALLS WI 54729 820758024 501(C)(3) 11459 HOPE VILLAGE; PURCHASE SANITATION SUPPLIES, LAUNDRY GIFT CARDS AND LAUNDRY DETERGENT; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS 130 W CENTRAL ST CHIPPEWA FALLS WI 54729 391272793 501(C)(3) 7694 FOOD PANTRY; DONATION TO ENDOWMENT FUND. MCDONELL AREA CATHOLIC SCHOOLS 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 8814 SCHOLARSHIPS; TUITION ASSISTANCE; MATH TUTORING KITS; SCHOOL NEEDS; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. LE PHILLIPS CAREER DEVELOPMENT CENTER - OUTREACH CENTER 508 N BRIDGE ST CHIPPEWA FALLS WI 54729 390971649 501(C)(3) 7400 SHELTER/HOTEL VOUCHERS; RENT ASSISTANCE FOR CHIPPEWA COUNTY FAMILIES IN NEED. DR MOON MEMORIAL LIBRARY 154 EAST 4TH AVE STANLEY WI 54768 392021437 501(C)(3) 8730 PURCHASE IPADS AND HOTSPOTS; HOMEBOUND LIBRARY DELIVERIES; LIBRARY PROGRAMS; 2021 SUMMER LEARNING PROGRAM. CHIPPEWA FALLS AREA UNIFIED SCHOOL DISTRICT FOUNDATION PO BOX 981 CHIPPEWA FALLS WI 54729 391598193 501(C)(3) 5213 SCHOLARSHIPS; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA YOUTH HOCKEY ASSOCIATION PO BOX 131 CHIPPEWA FALLS WI 54729 237338152 501(C)(3) 5738 DEHUMIDIFICATION SYSTEM IN SOUTH RINK; LEARN TO SKATE PROGRAM; PURCHASE SANITIZER AND CLEANING SUPPLIES FOR USE IN LOCKER ROOMS; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA FALLS MUSIC ASSOCIATION LTD 735 TERRILL ST CHIPPEWA FALLS WI 54729 391891477 501(C)(3) 7411 CHIPPEWA FALLS HIGH SCHOOL BAND EQUIPMENT. LEGACY COMMUNITY CENTER 26 W GRAND AVE CHIPPEWA FALLS WI 54729 901107703 501(C)(3) 6351 AGNES' TABLE; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA FALLS AREA SENIOR CENTER INC 1000 E GRAND AVE CHIPPEWA FALLS WI 54729 391673741 501(C)(3) 6579 TO SUPPORT COSTS OF PPE AND SANITATION SUPPLIES; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY INCCHIPPEWA CENTER 21 E GRAND AVE CHIPPEWA FALLS WI 54729 392032491 501(C)(3) 5800 TO BE USED FOR THE CHIPPEWA CENTER BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY INCCHIPPEWA CENTER 1005 OXFORD AVE EAU CLAIRE WI 54701 392032491 501(C)(3) 6000 EXPANSION OF ACADEMIC & SOCIAL EMOTIONAL SUPPORT FOR YOUTH 21 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. X 8 1263916 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART I, COLUMN B THE NUMBER OF CONTRIBUTIONS 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.