2021-11-12T11:49:58-06:00 2020-12-31 135565207 KPMG LLP 90 S 7TH ST STE 4200 MINNEAPOLIS MN 55402 990 2020-01-01 753266194 OCONOMOWOC AREA FOUNDATION INC OCON 4142725805 101 W PLEASANT ST NO 210 MILWAUKEE WI 53212 KEN ROBERTSON ASSISTANT TREASURER 4142725805 2021-11-11 1 KEN ROBERTSON 999009999 MONROE J GIERL P01413237 6123055000 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z KEN ROBERTSON 101 W PLEASANT ST NO 210 MILWAUKEE WI 53212 4302599 0 X N/A X 2008 WI SEE SCHEDULE O 17 17 0 0 0 0 1415444 450428 0 0 507256 696633 0 0 1922700 1147061 570779 1050427 0 0 0 0 0 0 0 188248 179225 759027 1229652 1163673 -82591 12192207 12978145 87811 27750 12104396 12950395 X SEE SCHEDULE O 0 0 1050427 1050427 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." 1050427 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 17 17 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 (END 12/20) 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 KEITH FARLEY VICE CHAIR (END 12/20) 1.00 0.00 X X 0 0 0 RANDY BOURDO DIRECTOR 1.00 0.00 X 0 0 0 JOHN HOGAN DIRECTOR 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 (START 12/20) 1.00 0.00 X 0 0 0 CALVIN SCHMIDT DIRECTOR (START 12/20) 1.00 0.00 X 0 0 0 PAT MCNAMEE DIRECTOR 1.00 0.00 X 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0.00 40.00 X 0 368480 42515 KEN ROBERTSON ASSISTANT TREASURER 0.00 40.00 X 0 207769 22515 0 576249 65030 0 0 1 0 0 450428 103842 450428 152613 152613 3699558 3155538 544020 544020 544020 1147061 0 0 696633 1050427 1050427 27104 27104 2738 2738 1521 1521 2644 2644 -1 -1 ADMINISTRATIVE FEES 112574 112574 CONSULTING SERVICES 30000 30000 CONSULTING 2171 2171 PRINTING 474 474 1229652 1050427 179225 0 0 0 358101 281872 0 0 154917 163129 0 0 0 0 0 0 0 0 150 150 0 0 0 0 11679039 12532994 0 0 0 0 0 0 0 0 12192207 12978145 4811 2500 83000 25250 0 0 0 0 0 0 0 0 0 0 0 0 87811 27750 X 0 0 12104396 12950395 12104396 12950395 12192207 12978145 X -82591 920378 8212 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 21 252792 791750 3138698 1 1 12073253 450428 1595827 1050427 112666 12956415 9832746 1321143 1585201 570779 95058 12073253 10874594 265898 -398207 807702 101837 9832746 9269927 604276 1546925 456415 90119 10874594 8487234 782735 688948 602666 86324 9269927 1.00000 0 0 0 X PART V, LINE 4: ALL ENDOWMENT FUNDS ARE INVESTED TO GENERATE A PERMANENT SOURCE OF INCOME. 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 CITY OF OCONOMOWOC 174 E WISCONSIN AVE OCONOMOWOC WI 53066 396005555 GOVERNMENT 245000 BUILD A PARK @517 LAKE AREA FREE CLINIC INC 856 ARMOUR RD STE B OCONOMOWOC WI 530663976 392006388 501(C)(3) 78101 SUSTAINING SUPPORT BLESSINGS IN A BACKPACK 4121 SHELBYVILLE RD LOUISVILLE KY 40207 261964620 501(C)(3) 45000 THE OCONOMOWOC, WI SCHOOL DISTRICT ZACHARIAH'S ACRES INC 16575 PATRICIA LN BROOKFIELD WI 53005 452213437 501(C)(3) 27000 SUSTAINING SUPPORT FAMILY PROMISE OF WAUKESHA COUNTY INC PO BOX 66 WAUKESHA WI 53187 455502675 501(C)(3) 25250 FAMILY HOMELESSNESS PREVENTION PROJECT OCONOMOWOC FOOD PANTRY INC PO BOX 832 OCONOMOWOC WI 53066 391480509 501(C)(3) 25250 SUSTAINING SUPPORT OCONOMOWOC SCHOLARSHIP FUND PO BOX 824 OCONOMOWOC WI 53066 396076192 501(C)(3) 24000 SUPPORT OF THE RICHARD & KAREN BERTRAND WAUKESHA COUNTY COMMUNITY FOUNDATION INC 2727 N GRANDVIEW BLVD STE 122 WAUKESHA WI 53188 391969122 501(C)(3) 22750 THE OZAUKEE LIONS CLUB DRIVEWAY PAVING P BEST BUDDIES - WISCONSIN 10425 W NORTH AVE 340 WAUWATOSA WI 53226 521614576 501(C)(3) 21000 THE OCONOMOWOC SCHOOL DISTRICT GALS ON THE GO 394 WILLIAMSTOWNE L10 DELAFIELD WI 530182322 821404715 501(C)(3) 20064 LEADERSHIP IN THE OCONOMOWOC MIDDLE SCH LAKE COUNTRY FOUNDATION INC 142 E CAPITOL DR HARTLAND WI 53029 391527923 501(C)(3) 20000 THE HARTLAND FOOD PANTRY PETTIT NATIONAL ICE CENTER 500 S 84TH ST MILWAUKEE WI 532141400 391712146 501(C)(3) 20000 SUSTAINING SUPPORT ST MARCUS LUTHERAN CHURCH 2215 N PALMER MILWAUKEE WI 53212 390850377 501(C)(3) 20000 SUSTAINING SUPPORT WOMEN'S CARE CENTER INC 1441 N FARWELL AVE MILWAUKEE WI 53202 351609945 501(C)(3) 20000 SUSTAINING SUPPORT BOY SCOUTS OF AMERICA-POTAWATOMI COUNCIL 804 BLUEMOUND RD WAUKESHA WI 53188 390806342 501(C)(3) 17500 SUSTAINING SUPPORT ST CATHERINE'S OF ALEXANDRIA CHURCH W359N8512 BROWN ST OCONOMOWOC WI 530667000 396086746 501(C)(3) 17000 SUSTAINING SUPPORT ASHIPPUN BREAD BASKET CORPORATION PO BOX 41 ASHIPPUN WI 53003 453220735 501(C)(3) 15000 SUSTAINING SUPPORT SALVATION ARMY OF WAUKESHA 445 MADISON ST WAUKESHA WI 53188 390806889 501(C)(3) 15000 SUSTAINING SUPPORT SHRINERS HOSPITALS FOR CHILDREN - CHICAGO 2211 N OAK PARK AVE CHICAGO IL 60707 362193608 501(C)(3) 15000 SUSTAINING SUPPORT SOCIETY OF ST VINCENT DE PAUL 995 S SILVER LAKE ST OCONOMOWOC WI 53066 900394268 501(C)(3) 15000 ST. VINCENT RENT AND UTILITY ASSISTANCE ST VINCENT DE PAUL WAUKESHA COUNTY 818 SUNSET DR WAUKESHA WI 53189 390909537 501(C)(3) 15000 SUSTAINING SUPPORT YOUR CHOICE TO LIVE INC 440 S LAPHAM ST UNIT D OCONOMOWOC WI 53066 270842065 501(C)(3) 15000 A PARENT'S WAKE-UP CALL OUR SAVIOR'S LUTHERAN CHURCH 145 E LISBON RD OCONOMOWOC WI 53066 390990352 501(C)(3) 14230 SUSTAINING SUPPORT OCONOMOWOC SILVER STREAK INC PO BOX 561 OCONOMOWOC WI 53066 391701930 501(C)(3) 13098 SUSTAINING SUPPORT CRAZY HORSE MEMORIAL FOUNDATION 12151 AVENUE OF THE CHIEFS CRAZY HORSE SD 577308900 460220678 501(C)(3) 12000 MOUNTAIN CARVING SUMMIT EDUCATIONAL ASSOCIATION 2201 S 7TH ST 2ND FLOOR MILWAUKEE WI 53215 391763179 501(C)(3) 11000 SUSTAINING SUPPORT THE WOMEN'S CENTER INC 505 N EAST AVE WAUKESHA WI 53186 391269698 501(C)(3) 11000 SUSTAINING SUPPORT GLACIAL COMMUNITY YMCA 1750 E VALLEY RD OCONOMOWOC WI 530664851 390806378 501(C)(3) 10598 THE ANNUAL CAMPAIGN ADDICTION RESOURCE COUNCIL INC 741 N GRAND AVE 300 WAUKESHA WI 53186 391174092 501(C)(3) 10000 OPERATING SUPPORT FISHER HOUSE WISCONSIN 5000 W NATIONAL AVE MILWAUKEE WI 53295 275461119 501(C)(3) 10000 SUSTAINING SUPPORT HOLY HILL 1525 CARMEL RD HUBERTUS WI 53033 390983088 501(C)(3) 10000 SUSTAINING SUPPORT IMMACULATE CONCEPTION CONGREGATION 1412 MAIN ST LUXEMBURG WI 54217 390810538 501(C)(3) 10000 SUSTAINING SUPPORT SAXEVILLE VOLUNTEER FIRE DEPARTMENT PO BOX 8 SAXEVILLE WI 549760008 237289248 501(C)(3) 10000 SUSTAINING SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY UNITED WAY PLEDGE PROCESSING MILWAUKEE WI 532888988 390806190 501(C)(3) 10000 THE HEALTH IMPROVEMENT FUND WISCONSIN DEPARTMENT OF VETERANS AFFAIRS N2665 COUNTY ROAD QQ WAUPACA WI 54981 396006493 GOVERNMENT 10000 THE WISCONSIN VETERANS HOME AT KING BOYS TOWN 14100 CRAWFORD ST BOYS TOWN NE 68010 470376606 501(C)(3) 9000 SUSTAINING SUPPORT ST JEROME CATHOLIC PARISH 995 S SILVER LAKE ST OCONOMOWOC WI 53066 390819999 501(C)(3) 9000 ANNUAL CHURCH SUPPORT CONTRIBUTION LAKE COUNTRY CARING INC 603 PROGRESS DR HARTLAND WI 53029 391983510 501(C)(3) 8000 SUSTAINING SUPPORT ST OLAF'S LUTHERAN CHURCH W653 ROOSEVELT RD RUBICON WI 53078 391453561 501(C)(3) 8000 SUSTAINING SUPPORT FAMILY SERVICE AGENCY OF WAUKESHA COUNTY INC 101 W BROADWAY FLOOR 2 WAUKESHA WI 53186 391038707 501(C)(3) 7500 OPERATING SUPPORT PROHEALTH CARE FOUNDATION INC 725 AMERICAN AVE WAUKESHA WI 53188 391314542 501(C)(3) 7500 EMERGENCY RESPONSE TO COVID-19 ST PAUL'S EVANGELICAL LUTHERAN CHURCH 210 E PLEASANT ST OCONOMOWOC WI 53066 390836067 501(C)(3) 7500 ST. PAUL'S LORD'S CUPBOARD UPDATE OCONOMOWOC AREA SCHOOL DISTRICT 915 E SUMMIT AVE OCONOMOWOC WI 530661111 396003743 501(C)(3) 7000 THE POSITIVE BEHAVIOR INTERVENTION AND S OCONOMOWOC HISTORICAL SOCIETY 103 W JEFFERSON ST OCONOMOWOC WI 53066 391376661 501(C)(3) 5633 PHOTOGRAPHIC COLLECTION PRESERVATION OCONOMOWOC PUBLIC LIBRARY 200 SOUTH ST OCONOMOWOC WI 53066 396005555 GOVERNMENT 5400 RESPONDING TO THE PANDEMIC 45 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 368480 0 0 0 0 0 29359 0 13156 0 410995 0 0 KEN ROBERTSON ASSISTANT TREASURER 0 207769 0 0 0 0 0 16451 0 6064 0 230284 0 0 X 1 103842 MARKET VALUE 0 1 0 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, 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 THE ORGANIZATION'S 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 8,212. 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