COMMUNITY FOUNDATION OF GREATER MUSCATINE: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
COMMUNITY FOUNDATION OF GREATER MUSCATINE (EIN 42-1495980)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202203189349312955
Schema version
2021v4.0
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

FieldValueIRS element (for citing)
Return2022-11-14T15:36:11-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421394940PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON LOWER WHITLOW PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11805 STATE ST STE 201AddressLine1Txt
CityBETTENDORFCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52722ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421495980EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF GREATERBusinessNameLine1Txt
Business Name Line2MUSCATINEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone5632643863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 W SECOND STREETAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICH DWYERPersonNm
Person TitleBOARD PRESIDENTPersonTitleTxt
Phone5632643863PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHPersonFirstNm
Person LastDWYERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBARRY L ANDERSONPreparerPersonNm
PTINP00115583PTIN
Phone5633594757PhoneNum
Preparation2022-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHARLA SCHAFERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 W SECOND STAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,278,107GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressMUSCATINECOMMUNITYFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateIALegalDomicileStateCd
Activity Or MissionTHE COMMUNITY FOUNDATION OF GREATER MUSCATINE'S MISSION IS TO ACTIVELY WORK TO IMPROVE THE QUALITY OF LIFE IN MUSCATINE COUNTY THROUGH PHILANTHROPY.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers170TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$6,107,830PYContributionsGrantsAmt
CY Contributions Grants$3,990,879CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,473,258PYInvestmentIncomeAmt
CY Investment Income$6,630,470CYInvestmentIncomeAmt
PY Other Revenue$252,207PYOtherRevenueAmt
CY Other Revenue$292,935CYOtherRevenueAmt
PY Total Revenue$7,833,295PYTotalRevenueAmt
CY Total Revenue$10,914,284CYTotalRevenueAmt
PY Grants And Similar Paid$1,808,922PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,870,459CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$343,319PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$445,845CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$922,665PYOtherExpensesAmt
CY Other Expenses$1,142,116CYOtherExpensesAmt
PY Total Expenses$3,074,906PYTotalExpensesAmt
CY Total Expenses$3,458,420CYTotalExpensesAmt
PY Revenues Less Expenses$4,758,389PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,455,864CYRevenuesLessExpensesAmt
Total Assets BOY$59,670,653TotalAssetsBOYAmt
Total Assets EOY$66,591,017TotalAssetsEOYAmt
Total Liabilities BOY$491,434TotalLiabilitiesBOYAmt
Total Liabilities EOY$156,230TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$59,179,219NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$66,434,787NetAssetsOrFundBalancesEOYAmt
MissionTHE COMMUNITY FOUNDATION OF GREATER MUSCATINE'S MISSION IS TO ACTIVELY WORK TO IMPROVE THE QUALITY OF LIFE IN MUSCATINE COUNTY THROUGH PHILANTHROPY.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,800,662ExpenseAmt
Grant$1,870,459GrantAmt
DescGRANTS AND DONATIONS MADE TO CHARITABLE ORGANIZATIONS AND INDIVIDUALS PRIMARILY WITHIN THE GREATER MUSCATINE AREA WHICH PROMOTES THE EXEMPT PURPOSE OF THE ORGANIZATION.Desc
Total Program Service Expenses$2,800,662TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY HENSONPersonNm
Phone5632643863PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1104 WEST 2ND STREETAddressLine1Txt
CityMUSCATINECityNm
State AbbreviationIAStateAbbreviationCd
ZIP52761ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
CHARLA SCHAFER
EXECUTIVE DI40.00Yes (X)$101,589$0$32,201
BOB BARRETT
BOARD MEMBER1.00$0$0$0Yes (X)
BRANDON BULLOCK
BOARD MEMBER1.00$0$0$0Yes (X)
NAOMI DEWINTER
BOARD MEMBER1.00$0$0$0Yes (X)
RICH DWYER
BOARD PRESID1.00Yes (X)$0$0$0Yes (X)
ANGELA JOHNSON
BOARD MEMBER1.00$0$0$0Yes (X)
CINDY MAYS
BOARD MEMBER1.00$0$0$0Yes (X)
BRETT NELSON
BOARD MEMBER1.00$0$0$0Yes (X)
KEITH PORTER
BOARD MEMBER1.00$0$0$0Yes (X)
JODI ROYAL-GOODWIN
BOARD MEMBER1.00$0$0$0Yes (X)
JAMES STEIN
BOARD MEMBER1.00$0$0$0Yes (X)
JESSICA SUSIE
BOARD MEMBER1.00$0$0$0Yes (X)
MICHAEL WILSON
BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$101,589TotalReportableCompFromOrgAmt
Total Other Compensation$32,201TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$290,886GovernmentGrantsAmt
All Other Contributions$3,699,993AllOtherContributionsAmt
Total Contributions$3,990,879TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,254,344TotalRevenueColumnAmt
Exclusion$1,254,344ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$189,000RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$189,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$189,000TotalRevenueColumnAmt
Related Or Exempt Func Income$189,000RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,739,949SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$19,363,823SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$5,376,126SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,376,126TotalRevenueColumnAmt
Exclusion$5,376,126ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Total Revenue Column$103,935TotalRevenueColumnAmt
Related Or Exempt Func Income$103,935RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$103,935OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,914,284TotalRevenueColumnAmt
Related Or Exempt Func Income$292,935RelatedOrExemptFuncIncomeAmt
Exclusion$6,630,470ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,373,571TotalAmt
Program Services$1,373,571ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$496,888TotalAmt
Program Services$496,888ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$367,037TotalAmt
Management And General$367,037ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$11,482TotalAmt
Management And General$11,482ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$67,326TotalAmt
Management And General$67,326ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,647TotalAmt
Management And General$51,647ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$49,482TotalAmt
Management And General$49,482ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$55,705TotalAmt
Management And General$55,705ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$18,122TotalAmt
Management And General$18,122ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,703TotalAmt
Management And General$8,703ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$930,203$930,203
COMMUNITY DEVELOPMENT COS$14,100$14,100
SUBSCRIPTIONS$7,676$7,676
PROFESSIONAL ASSOCIATIONS$6,356$6,356

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$122TotalAmt
Management And General$122ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,458,420TotalAmt
Program Services$2,800,662ProgramServicesAmt
Management And General$657,758ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$33,329,613BOYAmt
EOY$42,793,157EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,948LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,948LandBldgEquipAccumDeprecAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,447,778BOYAmt
EOY$19,717,633EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,871,780BOYAmt
EOY$4,058,745EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$21,482BOYAmt
EOY$21,482EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$59,670,653BOYAmt
EOY$66,591,017EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,177BOYAmt
EOY$140,480EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$462,507BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$15,750BOYAmt
EOY$15,750EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$491,434BOYAmt
EOY$156,230EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,687,091BOYAmt
EOY$7,589,203EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$52,492,128BOYAmt
EOY$58,845,584EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$59,179,219BOYAmt
EOY$66,434,787EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$59,670,653BOYAmt
EOY$66,591,017EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,455,864ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$200,296NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,548,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,866,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,600,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,359,054CurrentTaxYearMinus1YearAmt
Current Tax Year$3,990,879CurrentTaxYearAmt
Total$36,365,517TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,548,115CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,866,657CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,600,812CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,359,054CurrentTaxYearMinus1YearAmt
Current Tax Year$3,990,879CurrentTaxYearAmt
Total$36,365,517TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,079,511SubstantialContributorsTotAmt
Public Support Total170$25,286,006PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$267,424CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$389,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$922,331CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,132,677CurrentTaxYearMinus1YearAmt
Current Tax Year$1,443,344CurrentTaxYearAmt
Total$4,155,707TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$8,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,207CurrentTaxYearMinus1YearAmt
Current Tax Year$103,935CurrentTaxYearAmt
Total$175,366TotalAmt
FieldValueIRS element (for citing)
Total Support$40,696,590TotalSupportAmt
Gross Receipts Rltd Activities$1,362,069GrossReceiptsRltdActivitiesAmt
Public Support CY1700.62130PublicSupportCY170Pct
Public Support PY1700.68300PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationOTHER INCOME 175,366ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held15DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$232,089DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$74,988DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$881,536DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,256,999BeginningYearBalanceAmt
Contributions$1,270,716ContributionsAmt
Investment Earnings Or Losses$2,784,056InvestmentEarningsOrLossesAmt
Grants Or Scholarships$984,804GrantsOrScholarshipsAmt
Other Expenditures$3,011,329OtherExpendituresAmt
End Year Balance$22,338,296EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,546,929BeginningYearBalanceAmt
Contributions$519,604ContributionsAmt
Investment Earnings Or Losses$1,725,414InvestmentEarningsOrLossesAmt
Grants Or Scholarships$643,285GrantsOrScholarshipsAmt
Other Expenditures$890,993OtherExpendituresAmt
End Year Balance$16,256,999EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,997,800BeginningYearBalanceAmt
Contributions$5,707,039ContributionsAmt
Investment Earnings Or Losses$1,821,485InvestmentEarningsOrLossesAmt
Grants Or Scholarships$544,451GrantsOrScholarshipsAmt
Other Expenditures$321,326OtherExpendituresAmt
Administrative Expenses$113,618AdministrativeExpensesAmt
End Year Balance$15,546,929EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,073,508BeginningYearBalanceAmt
Contributions$1,359,096ContributionsAmt
Investment Earnings Or Losses$353,584InvestmentEarningsOrLossesAmt
Grants Or Scholarships$364,170GrantsOrScholarshipsAmt
Other Expenditures$660,614OtherExpendituresAmt
Administrative Expenses$56,436AdministrativeExpensesAmt
End Year Balance$8,997,800EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,621,665BeginningYearBalanceAmt
Contributions$2,218,927ContributionsAmt
Investment Earnings Or Losses$811,227InvestmentEarningsOrLossesAmt
Grants Or Scholarships$504,276GrantsOrScholarshipsAmt
Other Expenditures$609OtherExpendituresAmt
Administrative Expenses$73,426AdministrativeExpensesAmt
End Year Balance$9,073,508EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.18100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70820PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.11080TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BUILDING$2,316,746
REAL ESTATE HELD FOR RESALE$1,741,999
FieldValueIRS element (for citing)
Total Book Value Program Rltd$4,058,745TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,713,988TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$200,296NetUnrealizedGainsInvstAmt
Revenue Not Reported-$200,296RevenueNotReportedAmt
Revenue Subtotal$10,914,284RevenueSubtotalAmt
Total Revenue Per Form990$10,914,284TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,458,420TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$3,458,420ExpensesSubtotalAmt
Total Expenses Per Form990$3,458,420TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE FOUNDATION HAS RECEIVED NOTIFICATION THAT IT QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND THE CORRESPONDING PROVISIONS OF STATE LAW AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE FOUNDATION EVALUATES THE TAX BENEFITS OF A TAX POSITION USING THE "MORE LIKE THAN NOT" THRESHOLD. AS OF DECEMBER 31, 2021, MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS AND RELATED TAX BENEFITS WHICH WOULD BE MATERIAL TO THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION FILES A U.S. FEDERAL INFORMATIONAL RETURN WHICH FOR FISCAL YEARS SUBSEQUENT TO 2017 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtRecipient EINRecipientEIN
ALEXANDER G CLARK FOUNDATION
207 W 3RD STREETMUSCATINEIA52761$7,000
ALIGNED IMPACT MUSCATINE COUNTY
208 W 2ND STREET SUITE 201MUSCATINEIA52761$15,000420761080
CHILD ABUSE COUNCIL
1600 MULBERRY AVENUEMUSCATINEIA52761$17,516362937848
CITY OF MUSCATINE
215 SYCAMORE STMUSCATINEIA52761$158,641426005008
CITY OF WAPELLO
335 NORTH MAIN STWAPELLOIA52653$5,450466005321
CROSSROADS INC
1424 HOUSER STMUSCATINEIA52761$17,054420951385
DIVERSITY SERVICE CENTER OF IOWA
1514 ISETT AVENUE 2MUSCATINEIA52761$15,250421515197
FLICKINGER LEARNING CENTER
413 MULBERRY AVENUEMUSCATINEIA52761$9,220550870683
GMG SCHOOL DISTRICT FOUNDATION
230 MAIN STREETGARWINIA50632$35,500421456543
INTERNATIONAL PEACE INSTITUTE
777 UNITED NATIONS PLAZA 4TH FLNEW YORKNY10017$44,866421311908
IOWA LEGAL AID
317 7TH AVE SE UNIT 404CEDAR RAPIDSIA52401$16,577
LUTHERAN LIVING
2421 LUTHERAN DRMUSCATINEIA52761$17,400
MCSA - DOMESTIC VIOLENCE SHELTER
312 IOWA AVEMUSCATINEIA52761$15,000421367973
MULFORD FREE CHURCH
2400 HERSHEY AVENUEMUSCATINEIA52761$7,750421119149
MUSCATINE CENTER FOR SOCIAL ACTION
312 IOWA AVEMUSCATINEIA52761$140,797421367973
MUSCATINE COMMUNITY YMCA
1823 LOGAN STREETMUSCATINEIA52761$29,842420680340
MUSCATINE COUNTY EXTENSION SERVCES
1601 PLAZA PLMUSCATINEIA52761$6,899
MUSCATINE WELFARE ASSOCIATION
PO BOX 106MUSCATINEIA52761$6,100420791550
NAMI GREATER MISSISSIPPI VALLEY
1035 W KIMBERLY ROAD STE 4DAVENPORTIA52806$16,000421188963
PEARL CITY OUTREACH
513 MULBERRY AVENUEMUSCATINEIA52761$7,972421461110
PRESBYTERIAN CHURCH USA
100 WITHERSPOON STLOUISVILLEKY402021396$234,837236393377
RIVER BEND FOODBANK
4010 KIMMEL DRIVEDAVENPORTIA52802$9,000421192837
SALEM WELSH PRESBYTERIAN CHURCH
24871 COUNTY ROAD X14CONESVILLEIA52739$230,313
SALVATION ARMY MUSCATINE
1000 OREGON AVENUEMUSCATINEIA52761$41,474362167910
SENIOR RESOURCES INC
1808 MULBERRY AVEMUSCATINEIA52761$10,200421001870
ST MARY & MATHIAS CATHOLIC PARISH
215 W 8TH STMUSCATINEIA52761$7,000
THE U OF IA CENTER FOR ADVANCEMENT
ONE WEST PARK ROADIOWA CITYIA52242$20,200
TRINITY HEALTH FOUNDATION
2701 17TH STROCK ISLANDIL61201$22,000
TRINITY MUSCATINE PUBLIC HEALTH
1609 CEDAR STREETMUSCATINEIA52761$8,760420680337
UNITED METHODIST CHURCH WILTON
1401 MAURER STWILTONIA52778$10,304
UNITED WAY OF MUSCATINE
208 W SECOND STREETMUSCATINEIA52761$13,528420761080
WAPELLO COMMUNITY SCHOOL DISTRICT
445 N CEDAR STREETWAPELLOIA52653$11,250426040312
WEST LIBERTY DREAM CATCHERS
1330 100TH STREETWEST LIBERTYIA52776$9,464271292790
YOUTH SPORTS FOUNDATION
2923 CEDAR STREETMUSCATINEIA52761$9,050391891264

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient200RecipientCnt
Cash Grant$496,888CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD REVIEWS AND APPROVES FORM 990 PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 12COFFICERS DISCLOSE ANNUALLY OF ANY CONFLICTS THERE MIGHT EXIST AND ABSTAIN FROM VOTING ON THE ISSUES THAT MIGHT POSE A CONFLICT OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15ABOARD REVIEWS AND APPROVES ALL SALARIES AND WAGES FOR THE FOUNDATION'S EXECUTIVE DIRECTOR BASED ON COMPARATIVE SALARY AND WAGE STUDY OF COMMUNITY AND PRIVATE FOUNDATIONS.
FORM 990, PAGE 6, PART VI, LINE 15BEXECUTIVE COMMITTEE APPROVES ALL WAGES AND COMPENSATION FOR THE FOUNDATION'S EMPLOYEES BASED ON COMPARATIVE SALARY AND WAGE STUDY OF COMMUNITY AND PRIVATE FOUNDATIONS.
FORM 990, PAGE 6, PART VI, LINE 19ALL GOVERNING DOCUMENTS, AUDITS, AND TAX FILINGS ARE AVAILABLE TO THE PUBLIC AT THE FOUNDATION OFFICE DURING NORMAL BUSINESS HOURS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCdEnd Of Year AssetsEndOfYearAssetsAmtDirect Controlling NADirectControllingNACdEINEIN
WEST LIBERTY FUND LLC
104 W 2ND STREETMUSCATINEIA52761IA$1,741,999N/A
MUSCATINE HELATH SUPPORT FUND LLC
104 W 2ND STREETMUSCATINEIA52761IA$2,162,464N/A
COMMUNITY FOUNDATION REAL ESTATE
104 W 2ND STREETMUSCATINEIA52761IA$154,282N/A883216201

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.