2022-11-10T11:53:59-06:00 2021-12-31 135565207 KPMG LLP 90 S 7TH ST STE 4200 MINNEAPOLIS MN 55402 990 2021-01-01 753266194 OCONOMOWOC AREA FOUNDATION INC OCON 4142725805 101 W PLEASANT 210 MILWAUKEE WI 53212 KEN ROBERTSON ASSISTANT TREASURER 4142725805 2022-11-10 1 KEN ROBERTSON 999009999 MONROE J GIERL P01413237 6123055000 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KEN ROBERTSON 101 W PLEASANT 210 MILWAUKEE WI 53212 6138198 0 X N/A X 2008 WI SEE SCHEDULE O 18 18 0 0 0 0 450428 643741 0 0 696633 1577548 0 0 1147061 2221289 1050427 923478 0 0 0 0 0 0 16931 179225 234483 1229652 1157961 -82591 1063328 12978145 14443013 27750 114608 12950395 14328405 X SEE SCHEDULE O 0 0 923478 923478 0 SEE SCHEDULE OOCONOMOWOC AREA FOUNDATION, INC. WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO SUPPORT GREATER MILWAUKEE FOUNDATION, INC. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE OCONOMOWOC AREA FOUNDATION'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED AND SHALL AT ALL TIMES HEREAFTER BE OPERATED, EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION BY FACILITATING GREATER MILWAUKEE FOUNDATION'S PROGRAMS WITHIN THE OCONOMOWOC AREA. SUCH PURPOSES MAY INCLUDE, BUT ARE NOT LIMITED TO, SOLICITING AND RECEIVING CONTRIBUTIONS AND BEQUESTS OF AN ENDOWMENT OR CAPITAL NATURE TO CARRY OUT GREATER MILWAUKEE FOUNDATION'S PROGRAMS BY SUPPORTING CHARITABLE ORGANIZATIONS AND PROGRAMS WITHIN THE OCONOMOWOC AREA. THE CORPORATION MAY ACCOMPLISH ITS PURPOSES DIRECTLY OR BY MAKING GRANTS OR OTHER PAYMENTS FOR CHARITABLE PURPOSES TO THIRD PARTIES." 923478 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X GREATER MILWAUKEE FOUNDATION 4142725805 101 W PLEASANT STE 210 MILWAUKEE WI 53212 BOB JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 LOUIS KOWIESKE DIRECTOR 1.00 0.00 X 0 0 0 ROBERT W SNYDER DIRECTOR 1.00 0.00 X 0 0 0 LOU MORGAN DIRECTOR 1.00 0.00 X 0 0 0 TERRANCE HOLAHAN DIRECTOR 1.00 0.00 X 0 0 0 RANDY BOURDO DIRECTOR 1.00 0.00 X 0 0 0 JOHN HOGAN DIRECTOR (END 12/21) 1.00 0.00 X 0 0 0 BRIAN EWALD DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA NEUDECKER DIRECTOR 1.00 0.00 X 0 0 0 SUE BICKLER DIRECTOR 1.00 0.00 X 0 0 0 SUSAN KAY SECRETARY 1.00 0.00 X X 0 0 0 KAITIE NEWCOMB DIRECTOR 1.00 0.00 X 0 0 0 TODD SCHEID DIRECTOR 1.00 0.00 X 0 0 0 GLENN HANON DIRECTOR 1.00 0.00 X 0 0 0 CALVIN SCHMIDT DIRECTOR 1.00 0.00 X 0 0 0 PAT MCNAMEE DIRECTOR 1.00 0.00 X 0 0 0 KEVIN PEHLER DIRECTOR (START 12/21) 1.00 0.00 X 0 0 0 ANDREA STACK DIRECTOR (START 12/21) 1.00 0.00 X 0 0 0 REBBECCA SEEMORE DIRECTOR (START 12/21) 1.00 0.00 X 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0.00 40.00 X 0 305069 62231 KEN ROBERTSON ASSISTANT TREASURER 0.00 40.00 X 0 204960 23888 0 510029 86119 0 0 1 0 0 643741 103792 643741 184925 184925 5309532 3916909 1392623 1392623 1392623 2221289 0 0 1577548 923478 923478 31438 31438 6027 6027 1162 1162 2619 2619 33863 16932 16931 ADMINISTRATIVE FEES 122665 122665 CONSULTING SERVICES 31500 31500 PRINTING 2606 2606 CUSTODY FEES 2603 2603 1157961 923478 217552 16931 0 0 281872 406595 0 0 163129 174817 0 0 0 0 0 0 0 0 150 150 0 0 0 0 12532994 13861451 0 0 0 0 0 0 0 0 12978145 14443013 2500 7108 25250 107500 0 0 0 0 0 0 0 0 0 0 0 0 27750 114608 X 12787266 14153588 163129 174817 12950395 14328405 12978145 14443013 X 1063328 302994 11688 X 0 1 X 1 0 X X 1 GREATER MILWAUKEE FOUNDATION INC 396036407 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 380157 494150 3503149 1 1 12956415 606217 1892220 987647 158929 14308276 12073253 450428 1595827 1050427 112666 12956415 9832746 1321143 1585201 570779 95058 12073253 10874594 265898 -398207 807702 101837 9832746 9269927 604276 1546925 456415 90119 10874594 1.00000 0 0 0 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE INVESTED TO GENERATE A PERMANENT SOURCE OF INCOME. THE INVESTED PRINCIPAL OF THE ENDOWMENT FUNDS CAN BE USED FOR GRANTMAKING AS REQUESTED BY THE DONORS OR FOUNDATION'S BOARD OF DIRECTORS UP TO A MINIMUM BALANCE. CERTAIN DONOR FUNDS SUCH AS DEFERRED ASSETS HAVE TIMING RESTRICTIONS AND CANNOT BE ACCESSED UNTIL CERTAIN EVENTS OCCUR. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC TOPIC 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC TOPIC 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. THE FOUNDATION DOES NOT HAVE A LIABILITY RECORDED FOR UNRECOGNIZED TAX BENEFITS. 1 OCONOMOWOC SCHOLARSHIP FUND PO BOX 824 OCONOMOWOC WI 530660824 396076192 501(C)(3) 120000 0 2022-2025 SCHOLARSHIPS FRIENDS OF OCONOMOWOC PARKS AND TRAILS P O BOX 903 OCONOMOWOC WI 530660903 854353311 501(C)(3) 105000 0 ROCKWELL PARK DEVELOPMENT WHITE STONE COMMUNITY CHURCH 2517 N DOUSMAN RD OCONOMOWOC WI 53066 391677900 501(C)(3) 75000 0 THE BUILDING FUND LAKE AREA FREE CLINIC INC 856 ARMOUR RD STE B OCONOMOWOC WI 530663976 392006388 501(C)(3) 50510 0 SUSTAINING SUPPORT CITY OF OCONOMOWOC 174 E WISCONSIN AVE OCONOMOWOC WI 530663034 396005555 GOVERNMENT 44500 0 THE SKATEPARK PROJECT BLESSINGS IN A BACKPACK 4121 SHELBYVILLE RD LOUISVILLE KY 402073205 261964620 501(C)(3) 41280 0 SUSTAINING SUPPORT WAUKESHA COUNTY COMMUNITY FOUNDATION INC 2727 N GRANDVIEW BLVD STE 122 WAUKESHA WI 531886100 391969122 501(C)(3) 26500 0 OCONOMOWOC POLICE BODY CAMERA FUND ZACHARIAH'S ACRES INC 16575 PATRICIA LN BROOKFIELD WI 530055523 452213437 501(C)(3) 20000 0 GARDEN CLUB OCONOMOWOC SILVER STREAK INC PO BOX 561 OCONOMOWOC WI 53066 391701930 501(C)(3) 18857 0 SUSTAINING SUPPORT SUMMIT EDUCATIONAL ASSOCIATION P O BOX 133 MILWAUKEE WI 53201 391763179 501(C)(3) 18600 0 SUSTAINING SUPPORT FAMILY PROMISE OF WAUKESHA COUNTY INC P O BOX 66 WAUKESHA WI 531870066 455502675 501(C)(3) 15500 0 FAMILY RESOURCE CENTER IMPROVEMENT BEST BUDDIES - WISCONSIN 10425 W NORTH AVE STE 340 MILWAUKEE WI 532262416 521614576 501(C)(3) 15000 0 THE OCONOMOWOC SCHOOL DISTRICT WOMEN'S CARE CENTER INC 1441 N FARWELL AVE MILWAUKEE WI 53202 351609945 501(C)(3) 15000 0 SUSTAINING SUPPORT OUR SAVIOR'S LUTHERAN CHURCH 145 E LISBON RD OCONOMOWOC WI 53066 390990352 501(C)(3) 14258 0 SUSTAINING SUPPORT GERMAN CHRISTMAS MARKET OF OCONOMOWOC PO BOX 164 OCONOMOWOC WI 53066 452774712 501(C)(3) 12500 0 SUSTAINING SUPPORT ST CATHERINE'S OF ALEXANDRIA CHURCH W359N8512 BROWN ST OCONOMOWOC WI 530667000 396086746 501(C)(3) 12000 0 ANNUAL SUPPORT AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(C)(3) 12000 0 SUSTAINING SUPPORT GALS ON THE GO PROJECT C/O GALS INSTITUTE LLC DELAFIELD WI 530182322 821404715 501(C)(3) 11500 0 SOCIO-EMOTIONAL WORKSHOPS IN SCHOOLS GLACIAL COMMUNITY YMCA 1750 E VALLEY RD OCONOMOWOC WI 530664851 390806378 501(C)(3) 10857 0 THE ANNUAL CAMPAIGN OCONOMOWOC FOOD PANTRY INC PO BOX 832 OCONOMOWOC WI 53066 391480509 501(C)(3) 10000 0 THE ST. CATHERINE'S CHURCH SEPTEMBER FOO PETTIT NATIONAL ICE CENTER 500 S 84TH ST MILWAUKEE WI 532141400 391712146 501(C)(3) 10000 0 THE OLYMPIAN DINNER SOCIETY OF ST VINCENT DE PAUL- ST JEROME CONFERE 995 S SILVER LAKE ST OCONOMOWOC WI 53066 900394268 501(C)(3) 10000 0 RENT AND UTILITY ASSISTANCE ST JEROME CATHOLIC PARISH 995 S SILVER LAKE ST OCONOMOWOC WI 53066 390819999 501(C)(3) 10000 0 SUSTAINING SUPPORT THE WOMEN'S CENTER INC 505 N EAST AVE WAUKESHA WI 531862417 391269698 501(C)(3) 10000 0 OPERATING SUPPORT YOUR CHOICE TO LIVE INC 440 S LAPHAM ST STE D OCONOMOWOC WI 530663941 270842065 501(C)(3) 9750 0 PREVENTION SUPPORT SERVICES OASIS PROJECT INCORPORATED P O BOX 27 WALES WI 53183 812445074 501(C)(3) 8000 0 PROGRAM COORDINATOR POSITION SALVATION ARMY OF WAUKESHA 445 MADISON ST WAUKESHA WI 53188 390806889 501(C)(3) 8000 0 THE FAMILY SERVICES PROGRAM WISCONSIN PARKINSON ASSOCIATION INC 16655 W BLUE MOUND RD STE 330 BROOKFIELD WI 530055935 391492810 501(C)(3) 6500 0 SUSTAINING SUPPORT LAKE COUNTRY CARING INC 603 PROGRESS DR HARTLAND WI 530292305 391983510 501(C)(3) 6000 0 SUSTAINING SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY UNITED WAY PLEDGE PROCESSING MILWAUKEE WI 532888988 390806190 501(C)(3) 6000 0 THE HEALTH IMPROVEMENT FUND 30 0 PART I, LINE 2: THE DIRECTORS OF THE OCONOMOWOC AREA FOUNDATION, INC. ARE VERY FAMILIAR WITH THE GRANTEES AND PREDETERMINE THAT THE GRANTEE AGENCIES ARE QUALIFIED TO RECEIVE GRANT PAYMENTS. IN ADDITION, THE STAFF OF THE GREATER MILWAUKEE FOUNDATION VERIFY THE 501(C)(3) STATUS OF THE AGENCIES AND VERIFY THAT THE AGENCIES FURTHER THE CHARITABLE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION. 1 0 0 0 0 0 0 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0 305069 0 0 0 0 0 45707 0 16524 0 367300 0 0 KEN ROBERTSON ASSISTANT TREASURER 0 204960 0 0 0 0 0 15047 0 8841 0 228848 0 0 X 1 101959 MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) OCONOMOWOC AREA FOUNDATION IS REPORTING NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION - GREATER MILWAUKEE FOUNDATION, INC. BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONARIES COMPLETED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE GREATER MILWAUKEE FOUNDATION, INC. - THE SUPPORTED ORGANIZATION ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 SINCE THE FILING ORGANIZATION DOES NOT PAY COMPENSATION, THE FOLLOWING INFORMATION APPLIES TO HOW THE SUPPORTED ORGANIZATION (THE GREATER MILWAUKEE FOUNDATION) OF THE FILING ORGANIZATION DETERMINES COMPENSATION FOR THE PERSONS SERVING AS DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION: THE ADMIN & AUDIT COMMITTEE OF THE GREATER MILWAUKEE FOUNDATION WILL ANNUALLY REQUEST COMPARABLE COMPENSATION DATA FROM THE GMF VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL LEARNING (VP, HROL) FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) POSITION AT THE FOUNDATION. THE COMPARABLE COMPENSATION DATA WILL GENERALLY COME FROM SALARY SURVEY DATA PROVIDED BY THE COUNCIL ON FOUNDATIONS AND SPECIFIC COMPARABLES OBTAINED FROM OTHER SURVEYS SUCH AS MRA AND THE NON PROFIT SURVEY CONDUCTED BY MRA, AND GUIDESTAR POSTED 990'S. THE VP, HROL WILL SITE COMPARABLES IN A REPORT AND REFERENCE WHERE DATA WAS OBTAINED. THE ADMIN & AUDIT COMMITTEE WILL REVIEW THE COMPARABLE DATA AND MAKE A RECOMMENDATION TO THE CHAIRMAN OF THE BOARD AND THEN TO THE FULL BOARD FOR ANY CHANGES IN THE CEO'S COMPENSATION, WITHOUT PARTICIPATION OR DISCUSSION WITH THE CEO. THE CEO MAY ANSWER QUESTIONS OF THE BOARD THAT MAY BE USED IN LATER DELIBERATIONS AND DECISION-MAKING. THE BOARD MUST DOCUMENT THE BASIS FOR DETERMINATION OF THE CEO'S SALARY. THE DOCUMENTATION MUST CONTAIN THE DATE AND TERMS OF THE COMPENSATION TRANSACTION, THE MEMBERS PRESENT FOR THE DECISION, AND WHAT COMPARABLE DATA WAS USED FOR THE DECISION. THE ADMIN & AUDIT COMMITTEE WILL BE PROVIDED WITH A TEMPLATE TO THE DOCUMENT PROCESS AND DECISION. THE ADMIN & AUDIT COMMITTEE WILL DRIVE THE PROCESS FOR DECISION-MAKING AND ASSURE THE DOCUMENTATION IS OBTAINED AND RECORDED IN BOTH THE BOARD MINUTES AND THE PERSONNEL FILE OF THE CEO. A SIMILAR PROCESS WILL BE USED FOR OTHER POSITIONS WITHIN THE FOUNDATION. HOWEVER, IT WILL BE THE CEO AND THE VP, HROL CONFERRING ON THESE OTHER POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGED IN DEFERRED ASSET VALUE 11,688. GREATER MILWAUKEE FOUNDATION INC 101 W PLEASANT STE 210 MILWAUKEE WI 53212 396036407 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 8 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0