MORTON COMMUNITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MORTON COMMUNITY FOUNDATION (EIN 37-1397503)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349316419
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T17:35:35-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371106622 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GINOLI & COMPANY LTD CPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 N UNIVERSITY ST STE A | AddressLine1Txt |
| City | PEORIA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 616148303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371397503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 3092910434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S FIRST AVE | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 615502035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WITZIG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3092910434 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark D Reinken CPA | PreparerPersonNm |
| PTIN | P00079028 | PTIN |
| Phone | 3096712350 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT WITZIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S FIRST | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,081,130 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mortoncommunityfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,247,426 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,505,444 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $337,198 | PYInvestmentIncomeAmt |
| CY Investment Income | $416,845 | CYInvestmentIncomeAmt |
| PY Other Revenue | $138,592 | PYOtherRevenueAmt |
| CY Other Revenue | $158,841 | CYOtherRevenueAmt |
| PY Total Revenue | $2,723,216 | PYTotalRevenueAmt |
| CY Total Revenue | $2,081,130 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $926,326 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $632,335 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $159,650 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $168,156 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $80,540 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $196,395 | PYOtherExpensesAmt |
| CY Other Expenses | $236,875 | CYOtherExpensesAmt |
| PY Total Expenses | $1,282,371 | PYTotalExpensesAmt |
| CY Total Expenses | $1,037,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,440,845 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,043,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,187,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,149,295 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $995,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $562,839 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,191,617 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,586,456 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $848,488 | ExpenseAmt |
| Grant | $632,335 | GrantAmt |
| Desc | Primary efforts were informational regarding intent to accumulate a permanent endowment with annual grants to benefit residents of the Morton area to be made from earnings. | Desc |
| Total Program Service Expenses | $848,488 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT WITZIG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3092910434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 S FIRST AVE | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61550 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SYLVIA HASINGER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIRK BODE | ||||||
| PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BARB GETZ | ||||||
| TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS RAJKUMAR | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STACY LITERSKY | ||||||
| VICE PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DARREN MARTIN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY HONEGGER | ||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT WITZIG | ||||||
| EXECUTIVE DIRECTOR | 45.00 | Yes (X) | $115,194 | $0 | $3,563 | Yes (X) |
| TIM GRYL | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALI KLOPFENSTEIN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOE SANDER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JUSTIN SIDNEY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEJAN MAKSIMOVIC | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MEMINGER | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EMMA SANFORD | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALISSA WILLIAMS | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER THOMPSON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $115,194 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,563 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,505,444 | AllOtherContributionsAmt |
| Total Contributions | $1,505,444 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $375,181 | TotalRevenueColumnAmt |
| Exclusion | $375,181 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,664 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,664 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $38,720 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,720 | TotalRevenueColumnAmt |
| Exclusion | $38,720 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Management Fees | 900099 | $120,120 | $120,120 |
| Miscellaneous income | 900099 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $120,121 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,081,130 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $161,785 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $413,901 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $598,235 | TotalAmt |
| Program Services | $598,235 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,100 | TotalAmt |
| Program Services | $34,100 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,803 | TotalAmt |
| Program Services | $24,561 | ProgramServicesAmt |
| Management And General | $49,121 | ManagementAndGeneralAmt |
| Fundraising | $49,121 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,882 | TotalAmt |
| Program Services | $4,976 | ProgramServicesAmt |
| Management And General | $9,953 | ManagementAndGeneralAmt |
| Fundraising | $9,953 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,173 | TotalAmt |
| Program Services | $1,835 | ProgramServicesAmt |
| Management And General | $3,669 | ManagementAndGeneralAmt |
| Fundraising | $3,669 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,298 | TotalAmt |
| Program Services | $2,260 | ProgramServicesAmt |
| Management And General | $4,519 | ManagementAndGeneralAmt |
| Fundraising | $4,519 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,025 | TotalAmt |
| Program Services | $603 | ProgramServicesAmt |
| Management And General | $4,819 | ManagementAndGeneralAmt |
| Fundraising | $603 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,682 | TotalAmt |
| Program Services | $175,682 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,630 | TotalAmt |
| Program Services | $1,655 | ProgramServicesAmt |
| Management And General | $7,335 | ManagementAndGeneralAmt |
| Fundraising | $2,640 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285 | TotalAmt |
| Program Services | $129 | ProgramServicesAmt |
| Management And General | $1,027 | ManagementAndGeneralAmt |
| Fundraising | $129 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,340 | TotalAmt |
| Program Services | $3,468 | ProgramServicesAmt |
| Management And General | $6,936 | ManagementAndGeneralAmt |
| Fundraising | $6,936 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,546 | TotalAmt |
| Program Services | $255 | ProgramServicesAmt |
| Management And General | $2,036 | ManagementAndGeneralAmt |
| Fundraising | $255 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,072 | TotalAmt |
| Management And General | $10,072 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,877 | TotalAmt |
| Program Services | $575 | ProgramServicesAmt |
| Management And General | $1,151 | ManagementAndGeneralAmt |
| Fundraising | $1,151 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $6,773 | $5,363 | $1,410 | |
| EDUCATION & DUES | $1,535 | $1,227 | $154 | $154 |
| TELEPHONE & INTERNET | $1,110 | $1,110 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,366 | TotalAmt |
| Program Services | $848,488 | ProgramServicesAmt |
| Management And General | $108,338 | ManagementAndGeneralAmt |
| Fundraising | $80,540 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,432,524 | BOYAmt |
| EOY | $1,641,458 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,665,085 | BOYAmt |
| EOY | $13,231,697 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,924 | BOYAmt |
| EOY | $10,814 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $115,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,272 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,070 | BOYAmt |
| EOY | $58,998 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $206,328 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,187,603 | BOYAmt |
| EOY | $15,149,295 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,298 | BOYAmt |
| EOY | $5,490 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,389 | BOYAmt |
| EOY | $97,021 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $899,299 | BOYAmt |
| EOY | $460,328 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,986 | BOYAmt |
| EOY | $562,839 | 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 | $3,015,027 | BOYAmt |
| EOY | $3,578,551 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,176,590 | BOYAmt |
| EOY | $11,007,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,191,617 | BOYAmt |
| EOY | $14,586,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,187,603 | BOYAmt |
| EOY | $15,149,295 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,043,764 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,116,725 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $234,350 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,138,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,007,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,305,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,225,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,505,444 | CurrentTaxYearAmt |
| Total | $9,181,477 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,138,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,007,009 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,305,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,225,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,505,444 | CurrentTaxYearAmt |
| Total | $9,181,477 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,443,454 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,738,023 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,537,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$1,423,909 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,158,389 | CurrentTaxYearAmt |
| Total | $1,837,020 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $81,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,089 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $138,591 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,840 | CurrentTaxYearAmt |
| Total | $610,658 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,629,155 | TotalSupportAmt |
| Public Support CY170 | 0.57940 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT FEES - 2019 Amount: $ 55,317. 2020 Amount: $ 67,465. 2021 Amount: $ 86,299. 2022 Amount: $ 100,583. 2023 Amount: $ 120,120. NET FUNDRAISING INCOME - 2019 Amount: $ 26,170. 2020 Amount: $ 35,186. 2021 Amount: $ 42,790. 2022 Amount: $ 38,008. 2023 Amount: $ 38,720. | ExplanationTxt |
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) |
|---|---|---|
| Donor Advised Funds Held | 17 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 9 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $179,224 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $82,284 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $178,400 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $222,902 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,165,862 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,163,986 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,388,756 | BeginningYearBalanceAmt |
| Contributions | $1,451,924 | ContributionsAmt |
| Investment Earnings Or Losses | $1,540,906 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $845,833 | GrantsOrScholarshipsAmt |
| Other Expenditures | $304,056 | OtherExpendituresAmt |
| End Year Balance | $13,231,697 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,520,854 | BeginningYearBalanceAmt |
| Contributions | $1,572,632 | ContributionsAmt |
| Investment Earnings Or Losses | $806,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $360,630 | GrantsOrScholarshipsAmt |
| Other Expenditures | $150,875 | OtherExpendituresAmt |
| End Year Balance | $11,388,756 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,651,850 | BeginningYearBalanceAmt |
| Contributions | $2,613,613 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,281,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $333,325 | GrantsOrScholarshipsAmt |
| Other Expenditures | $129,450 | OtherExpendituresAmt |
| End Year Balance | $9,520,854 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,467,112 | BeginningYearBalanceAmt |
| Contributions | $794,580 | ContributionsAmt |
| Investment Earnings Or Losses | $1,768,247 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $286,964 | GrantsOrScholarshipsAmt |
| Other Expenditures | $101,125 | OtherExpendituresAmt |
| End Year Balance | $8,651,850 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,631,966 | BeginningYearBalanceAmt |
| Contributions | $980,989 | ContributionsAmt |
| Investment Earnings Or Losses | $196,946 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $249,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $82,939 | OtherExpendituresAmt |
| End Year Balance | $6,467,112 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.23787 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.76213 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,765 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,801 | DepreciationAmt |
| Book Value | $56,964 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,471 | DepreciationAmt |
| Book Value | $2,034 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,998 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $4,863 |
| AGENCY LIABILITIES | $617 |
| CUSTODIAL FUNDS MANAGED FOR OTHERS | $236,270 |
| RIGHT OF USE - LEASE PAYABLE | $218,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $460,328 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,197,855 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,116,725 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,116,725 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,081,130 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,081,130 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,037,366 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,037,366 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,037,366 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES OF THE FOUNDATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ONLINE AUCTION | Event1Nm |
| Gross Receipts Event1 | $32,870 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $32,870 | GrossRevenueEvent1Amt |
| Event2 | FOUNDATION GIVE DAY | Event2Nm |
| Gross Receipts Event2 | $5,850 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $5,850 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $38,720 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $38,720 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $38,720 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc |
|---|---|---|---|
| Scholarships | |||
| $35,400 | $0 | General Support | |
| Morton Park District | |||
| $5,572 | $0 | General Support | |
| Morton High School | |||
| $10,161 | $0 | General Support | |
| Morton Public Library | |||
| $7,126 | $0 | General Support | 501(c)(3) |
| Morton Junior High School | |||
| $5,060 | $0 | General Support | |
| Morton High School ESPORTS | |||
| $5,712 | $0 | General Support | |
| Community Harvest Food Pantry | |||
| $6,894 | $0 | General Support | |
| The Otter Creek Historical Society | |||
| $8,100 | $0 | General Support | 501(c)(3) |
| Historical Society of Princeville | |||
| $9,500 | $0 | General Support | 501(c)(3) |
| Salem4Youth | |||
| $22,500 | $0 | General Support | 501(c)(3) |
| Morton Chamber of Commerce | |||
| $8,700 | $0 | General Support | 501(c)(3) |
| Morton Unit School District 709 | |||
| $5,150 | $0 | General Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Cash Grant | $34,100 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE FINANCE COMMITTEE REVIEWS FORM 990 AND REPORTS TO THE FULL BOARD BEFORE IT IS FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | THE PRESIDENT REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section B, line 15 | The compensation committee of the Board of Directors performs an annual performance review of the Executor Director and all compensation is reviewed and approved as part of the budget process by the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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