2021-09-07T13:05:37-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 3402 OAKWOOD MALL DRIVE SUITE 100 EAU CLAIRE WI 547017672 990 2020-01-01 391819945 COMMUNITY FOUNDATION OF DUNN COUNTY INC COMM 7152328019 800 WILSON AVENUE NO 235 MENOMONIE WI 547512513 GEORGINA TEGART EXECUTIVE DIRECTOR 7152328019 2021-09-07 1 GEORGINA TEGART 999009999 DAWN YARRINGTON P01584414 7158521100 2021-06-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z GEORGINA TEGART 500 MAIN ST E MENOMONIE WI 54751 994748 0 X WWW.CFDUNNCOUNTY.ORG X 1995 WI THE COMMUNITY FOUNDATION OF DUNN COUNTY PROMOTES CHARITABLE GIVING AS A WAY TO CREATE A PERMANENT SOURCE OF CAPITAL TO BENEFIT AND ENRICH THE QUALITY OF LIFE IN THE DUNN COUNTY AREA. 14 14 4 29 78301 23469 591056 663180 10660 10841 159860 163892 104645 76458 866221 914371 571563 579230 0 0 120117 175352 0 0 32838 61352 86535 753032 841117 113189 73254 7739096 8628291 1433807 1662615 6305289 6965676 OUR MISSION IS TO ADVANCE PHILANTHROPY IN DUNN COUNTY TO IMPROVE THE LIFE OF ALL OUR CITIZENS, STRENGTHEN OUR NONPROFIT SECTOR, AND GIVE BACK THROUGH STRATEGIC GRANTMAKING AND SUPPORT FOR COMMUNITY PROJECTS. 0 0 738885 579230 10841 COMPETITIVE GRANTS WERE AWARDED IN THE AREAS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT, EDUCATION, AND THE ENVIRONMENT, HEALTH, HERITAGE AND HUMANITARIAN NEEDS. WE ALSO PROVIDED FISCAL SPONSORSHIP SUPPORT FOR VARIOUS START UP ORGANIZATIONS AND/OR COMMUNITY ORGANIZATIONS AND PROVIDED GUIDANCE TO NON-PROFIT ORGANIZATIONS FOR PLANNED GIVING PROGRAMS. 738885 1 1 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 4 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X GEORGINA TEGART 7152328019 800 WILSON AVE SUITE 235 MENOMONIE WI 547512513 DR CLINT MOSES DIRECTOR 2.00 X 0 0 0 DR MARK DEYO-SVENDSEN DIRECTOR 2.00 X 0 0 0 BRICE MEDIN TREASURER 2.00 X X 0 0 0 RYAN RUEGNITZ SECRETARY 2.00 X X 0 0 0 NIKI YARRINGTON DIRECTOR 2.00 X 0 0 0 DANA BRUNSTROM DIRECTOR 2.00 X 0 0 0 STEVE REDMANN DIRECTOR 2.00 X 0 0 0 KATIE MATTISON DIRECTOR 2.00 X 0 0 0 KIM PORTER DIRECTOR 2.00 X 0 0 0 CELENE FREY DIRECTOR 2.00 X 0 0 0 SUE TRAXLER CHAIR 4.00 X X 0 0 0 JON KROENING VICE CHAIR 2.00 X 0 0 0 BRUCE SIEBOLD PAST CHAIR 5.00 X X 0 0 0 JUDITH FOUST DIRECTOR 2.00 X 0 0 0 BRETT HALL DIRECTOR 2.00 X 0 0 0 CHARLIE JONES DIRECTOR 2.00 X 0 0 0 MIKE FEKETE DIRECTOR 2.00 X 0 0 0 KAREN STYER DIRECTOR 2.00 X 0 0 0 GEORGINA TEGART EXECUTIVE DIRECTOR 32.00 X 62500 0 0 62500 0 0 0 0 0 0 0 53450 609730 663180 ADMINISTRATIVE INCOME 561110 10841 10841 10841 163892 163892 140771 62470 78301 78301 78301 16064 53450 17907 -1843 -1843 914371 10841 78301 162049 529838 529838 49392 49392 62500 40625 15625 6250 101007 81436 7714 11857 11845 7699 2961 1185 10148 5378 4770 7210 1730 5480 27042 12439 14062 541 16952 5933 5933 5086 3084 3084 BAD DEBT 9000 9000 POSTAGE & PRINTING 6786 4411 2375 TELEPHONE 3332 1734 1534 64 CONTINUING EDUCATION 2978 2978 3 3 841117 738885 69394 32838 69366 112489 410001 427689 123272 115941 26175 25340 0 1434 15358 15358 0 0 6360282 7220398 750000 725000 7739096 8628291 67914 127764 3763 0 236543 223780 1125587 1311071 1433807 1662615 X 650944 595698 5654345 6369978 6305289 6965676 7739096 8628291 73254 587133 0 X 0 1 X 1 0 X 868338 563655 1424126 591056 663180 4110355 868338 563655 1424126 591056 663180 4110355 417775 3692580 130698 175168 196958 159860 163892 826576 27653 22908 28178 83949 75920 238608 5175539 0.71350 0.72380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15 216937 75700 582001 1 1 4841861 234407 738833 171380 78090 5565631 4182408 104191 783806 153247 75297 4841861 4592843 177172 -358009 157222 72376 4182408 3931867 177876 674369 167971 23298 4592843 3445920 317864 370956 202873 3931867 0 0 15358 15358 0 0 PROPERTY HELD FOR SALE 725000 725000 FUNDS HELD FOR OTHER ORGANIZATIONS 1287771 PPP LOAN 23300 1311071 X 1581881 587133 587133 994748 -80377 -80377 914371 921494 80377 80377 841117 0 841117 PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -17,907. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -62,470. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 17,907. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 62,470. JEANS & JEWELS 69514 53450 16064 3781 6845 876 17164 69514 53450 16064 3781 6845 876 17164 28666 -12602 1 ADORAY HOME HEALTH & HOSPICE 391791601 501(C)(3) 12500 GENERAL SUPPORT CITY OF MENOMONIE 396005528 501(C)(3) 110000 GENERAL SUPPORT FEED MY PEOPLE FOODBANK 361488941 501(C)(3) 26482 GENERAL SUPPORT FREE CLINIC OF THE GREATER MENOMONIE AREA 201285809 501(C)(3) 21482 GENERAL SUPPORT INDIANHEAD ENTERPRISES INC 391369377 501(C)(3) 6743 GENERAL SUPPORT MENOMONIE POLICE DEPARTMENT 396005528 501(C)(3) 5000 GENERAL SUPPORT MENOMONIE PUBLIC LIBRARY FOUNDATION 391728329 501(C)(3) 15235 GENERAL SUPPORT ROTARY CLUB OF MENOMONIE 396077984 501(C)(3) 17004 GENERAL SUPPORT ST JOSEPHS CATHOLIC CONGREGATION 390808466 501(C)(3) 26934 GENERAL SUPPORT STEPPING STONES OF DUNN COUNTY 391608607 501(C)(3) 55482 GENERAL SUPPORT TAINTER MENOMIN LAKE IMPROVEMENT ASSOCIATION 390823125 501(C)(3) 5000 GENERAL SUPPORT COMMUNITY FOUNDATION OF DUNN COUNTY 391819945 501(C)(3) 5580 GENERAL SUPPORT DUNN COUNTY AGING & DISABILITY RESOURCE CENTER 396005690 501(C)(3) 5000 GENERAL SUPPORT DUNN COUNTY HISTORICAL SOCIETY 237137731 501(C)(3) 5000 GENERAL SUPPORT DUNN COUNTY PUBLIC HEALTH 396005690 501(C)(3) 110000 GENERAL SUPPORT LANDMARK CONSERVANCY 391872550 501(C)(3) 5000 GENERAL SUPPORT SCHOOL DISTRICT OF THE MENOMONIE AREA 396003384 501(C)(3) 5850 GENERAL SUPPORT THE BRIDGE TO HOPE 391421880 501(C)(3) 5000 GENERAL SUPPORT UNITED WAY OF DUNN COUNTY 396099810 501(C)(3) 17000 GENERAL SUPPORT WEST CAP 391076125 501(C)(3) 5000 GENERAL SUPPORT SCHOLARSHIPS 121 49392 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT COPY OF THE TAX RETURN TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE IMMEDIATE AREA FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CFDC PROPERTIES LLC 500 MAIN ST E STE 322 MENOMONIE WI 54751 832743915 ACCEPT AND HOLD REAL ESTATE FOR FOUNDATION WI 140771 725000