2022-04-14T15:39:47-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 1 MAIN STREET SUITE 202 RACINE WI 53403 990 2020-07-01 391708484 WATERTOWN AREA COMMUNITY FOUNDATION WATE 9202850537 PO BOX 351 WATERTOWN WI 53094 MIKE HOPPENRATH TREASURER 9202850537 2022-04-11 1 MIKE HOPPENRATH XXX-XX-XXXX STEVEN C JOHNSON P00030988 2626379351 2022-04-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MIKE HOPPENRATH PO BOX 351 WATERTOWN WI 53094 7449542 0 X WWW.WATERTOWNCOMMUNITYFOUNDATION.ORG X 1991 WI TO PROVIDE FOR THE BETTERMENT OF WATERTOWN, WISCONSIN AND THE SURROUNDING AREA AND PROMOTE THE ENHANCEMENT OF THE QUALITY OF LIFE FOR ITS PEOPLE. 10 10 0 10 0 0 5807572 2497359 0 0 157417 1021791 0 0 5964989 3519150 2842832 2385380 0 0 0 0 0 0 0 50955 92083 2893787 2477463 3071202 1041687 10486564 13232298 1678468 1892479 8808096 11339819 TO PROVIDE FOR THE BETTERMENT OF WATERTOWN, WISCONSIN AND THE SURROUNDING AREA AND PROMOTE THE ENHANCEMENT OF THE QUALITY OF LIFE FOR ITS PEOPLE. 0 0 2385380 2385380 SCHOLARSHIP FUNDING AND COMMUNITY PROJECTS FOR THE PURPOSE OF HIGHER EDUCATION AND COMMUNITY IMPROVEMENT. FUNDING IS AWARDED BASED ON MERIT AND NEED. 2385380 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 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 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 WI X MIKE HOPPENRATH 9202850537 PO BOX 351 WATERTOWN WI 53094 X SUSANNE BRADOW DIRECTOR 2.00 X 0 0 0 SANDRA BUDEWITZ DIRECTOR 2.00 X 0 0 0 AMY BUCHHOLTZ DIRECTOR 2.00 X 0 0 0 KEVIN CLIFFORD DIRECTOR 5.00 X X 0 0 0 DEB FISCHER DIRECTOR 2.00 X 0 0 0 MIKE HOPPENRATH TREASURER 5.00 X X 0 0 0 TOM LEVI DIRECTOR 2.00 X 0 0 0 BILL OSWALD VICE PRESDIENT 2.00 X 0 0 0 SUE RHODES SECRETARY 2.00 X 0 0 0 TOM SCHULTZ PRESIDENT 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 2497359 2497359 248113 248113 4704070 3930392 773678 773678 773678 3519150 0 0 1021791 1909130 1909130 476250 476250 1030 1030 26227 26227 62679 62679 99 99 590 590 1458 1458 2477463 2385380 92083 0 215834 223023 10270730 13009275 10486564 13232298 1018846 1054500 659622 837979 1678468 1892479 X 526490 639249 8281606 10700570 8808096 11339819 10486564 13232298 X 1041687 1478198 11838 X 0 1 X 1 0 X 721524 334699 873233 5807572 2497359 10234387 721524 334699 873233 5807572 2497359 10234387 3468063 6766324 126406 145567 165358 166653 248113 852097 11086484 0.61030 0.60230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 FUNDS HELD FOR THE BENEFIT OF OTHERS 795954 DUE TO WATERTOWN PUBLIC LIBRARY 42025 837979 3041377 1478198 1478198 1563179 62679 1893292 1955971 3519150 509654 0 509654 62679 1905130 1967809 2477463 PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS 1,893,292. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS 1,905,130. 1 CITY OF WATERTOWN P O BOX 477 WATERTOWN WI 53094 396005640 GOV'T 1905130 LIBRARY EXPANSION GLACIAL HERITAGE DEVELOPMENT PARTNERSHIP 864 COLLINS RD STE 111 JEFFERSON WI 53549 813362283 501(C)(3) 5000 THRIVEED INVESTMENT PLEDGE 2 SCHOLARSHIPS FOR HIGHER EDUCATION 121 476250 PART I, LINE 2: IN REGARDS TO THE SCHOLARSHIP PROGRAM THAT IS BEING ADMINISTERED BY THE FOUNDATION, THE BOARD DETERMINES THE NUMBER AND AMOUNT OF THE SCHOLARSHIPS BASED ON TERMS ESTABLISHED IN SCHOLARSHIP TRUSTS AND IN COMPLIANCE WITH DONOR INTENTIONS. THE BOARD HAS ALSO DEVELOPED WRITTEN GUIDELINES CONCERNING THE QUALIFICATIONS, CRITERIA AND USE OF EACH SCHOLARSHIP. THE SCHOOL DISTRICT PROVIDES CRITICAL INFORMATION ON ALL STUDENTS WHO APPLY FOR THE VARIOUS SCHOLARSHIPS. THE STUDENTS COMPLETE FORMS REGARDING THEIR GRADES, EXTRACURRICULAR ACTIVITIES, ACT RANK AND FINANCIAL NEED, AND OTHER POINTS. ALL OF THIS INFORMATION IS REVIEWED BY A COMMITTEE OF THE BOARD OF DIRECTORS WITH GENEROUS INPUT FROM THE SCHOOL DISTRICT STAFF AND THE SCHOLARSHIP PROGRAM LEADER. FROM THOSE DELIBERATIONS, THE STUDENTS ARE SELECTED, ALWAYS BASED ON THE CRITERIA OF EACH INDIVIDUAL SCHOLARSHIP PROGRAM. FINAL DETERMINATION AS TO THE AMOUNT AND THE RECIPIENT OF EACH (GENERALLY MULTI-YEAR) SCHOLARSHIP GRANT IS MADE BY THE BOARD. STUDENTS MUST PROVIDE SUPPORT FOR CONTINUED ELIGIBILITY FOR FUTURE YEAR PAYMENTS, SUCH AS THE STUDENT MUST FURNISH THEIR GRADES AND PROVIDE PROOF THEY WILL CONTINUE TO MEET ALL ELIGIBILITY REQUIREMENTS OF THE SCHOLARSHIP. ALL SCHOLARSHIP FUNDS ARE PAID DIRECTLY TO EDUCATIONAL INSTITUTIONS FOR THE BENEFIT OF THE SCHOLARSHIP RECIPIENTS." FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER DOES A DETAILED REVIEW OF THE FORM 990 PRIOR TO FILING. OTHER BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO COMMENT ON THE FORM 990 AFTER FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DUE TO PUBLIC LIBRARY DISTRIBUTION 11,838.