2020-11-30T08:21:05-06:00 2020-06-30 390758449 WIPFLI LLP 4890 OWEN AYRES COURT SUITE 200 EAU CLAIRE WI 54701 990 2019-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA COUNTY COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DIRECTOR 7157238125 2020-11-20 1 ROB GANSCHOW CPA P01374207 7158323407 2020-11-20 2019 2022-09-23 18:48:47Z JILL HERRIGES PO BOX 153 CHIPPEWA FALLS WI 54729 12604411 0 X WWW.YOURLEGACYFOREVER.ORG X 2001 WI ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTHROPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. 11 11 2 28 0 0 482131 810179 0 0 977832 1277439 117687 115989 1577650 2203607 269811 491048 0 0 102135 114619 0 0 22393 201347 188914 573293 794581 1004357 1409026 21010799 20678677 11300127 10781686 9710672 9896991 TO ENABLE DONORS TO ACHIEVE THEIR PHILANTHROPIC GOALS, TO MEET CHANGING COMMUNITY NEEDS, THEREBY BENEFITING THE COMMUNITIES, PEOPLE AND OTHER NONPROFIT ORGANIZATIONS OF CHIPPEWA COUNTY. 0 0 727405 491048 109214 DURING FISCAL YEAR 2020, 11 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 259 AND THE TOTAL ASSETS UNDER MANAGEMENT CHANGED FROM $21.0 MILLION TO $20.6 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $29.3 MILLION. 727405 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X JILL HERRIGES 7157238125 404 1/2 N BRIDGE STREET CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DIRECTOR/SECRETA 40.00 X 68577 0 0 LORI GEISSLER BOARD CHAIR 1.00 X X 0 0 0 BENJAMIN LANE 1ST VICE CHAIR 1.00 X X 0 0 0 DEAN WHITE IMMEDIATE PAST BOARD CHAIR 1.00 X X 0 0 0 CHARLES FRENETTE TREASURER 1.00 X X 0 0 0 DAVID ADLER DIRECTOR 1.00 X 0 0 0 LINDA BERGEN DIRECTOR 1.00 X 0 0 0 DAVID FISH DIRECTOR (THRU MARCH) 1.00 X 0 0 0 MICHELLE GOLDEN DIRECTOR 1.00 X 0 0 0 JAMES JONES DIRECTOR 1.00 X 0 0 0 ELLEN KIEFER DIRECTOR 1.00 X 0 0 0 JENNIFER LARSON DIRECTOR 1.00 X 0 0 0 JANICE LEMMINGER DIRECTOR 1.00 X 0 0 0 STACY PICKERIGN DIRECTOR 1.00 X 0 0 0 68577 0 0 0 0 0 0 0 810179 64242 810179 488944 488944 11189299 10400804 788495 788495 788495 6775 0 6775 6775 ADMINISTRATION FEE 900099 109214 109214 109214 2203607 109214 0 1284214 491048 491048 70690 49483 14138 7069 35999 25199 7200 3600 7930 5551 1586 793 46911 32838 9382 4691 79612 79612 19246 13472 3849 1925 606 424 121 61 14283 9998 2857 1428 11220 7854 2244 1122 840 588 168 84 2762 1934 552 276 2631 1842 526 263 ANNUAL MEETING 5162 3614 1032 516 MEMBERSHIP FEES AND DUE 4802 3361 960 481 PROFESSIONAL DEVELOPMEN 839 587 168 84 794581 727405 44783 22393 45109 46687 391504 332151 61915 55972 8705 5943 5779384 7795335 14759883 12471784 26214 26777 21010799 20678677 16455 14766 1000 1000 11282672 10765920 11300127 10781686 X 941003 1053661 8769669 8843330 9710672 9896991 21010799 20678677 1409026 -1222707 0 X 0 1 X 1 0 X 890874 275640 454224 482131 810179 2913048 890874 275640 454224 482131 810179 2913048 125501 2787547 194313 216947 213527 447975 488944 1561706 1040 6775 7815 116647 109214 225861 4708430 0.59200 0.59890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30 89302 55682 2070469 1 1 8763160 645164 -173146 391848 8843330 8250466 464661 311998 263965 8763160 7593791 404153 480365 227843 8250466 6828329 247049 723913 205500 7593791 6263084 871511 -110990 195276 6828329 0.00000 0.91180 0.08820 0 0 61915 55972 5943 5943 VANGUARD TOTAL STOCK MARKET INDEX 2637553 F FROST TOTAL RETURN BOND FUND CL (I) 1758632 F FIDELITY US BOND INDEX FUND INST 1558027 F SCHWAB INTERNATIONAL INDEX FUND 1528062 F AQR LARGE CAP DEFENSIVE STYLE RG 1283190 F JENSEN QUALITY GROWTH FUND CLASS I 1046001 F DELAWARE SMALL CAL CORE FUND CLASS 1226948 F WELLS FARGO SPECIAL MID CAP VALUE FUND CLASS 1433371 F 12471784 AGENCY ENDOWMENT AND PASS-THROUGH FUNDS 10765920 10765920 901288 -1222707 -1222707 2123995 79612 79612 2203607 714969 0 714969 79612 79612 794581 PART V, LINE 4: ENDOWMENT FUNDS ARE MANAGED TO PROVIDE COMMUNITY GRANTS AND FOR MAKING AND/OR PROVIDING PROGRAM SERVICES IN ACCORDANCE WITH A DONOR'S INTENT AND CONSISTENT WITH THE ORGANIZATION'S MISSION. 1 CHIPPEWA FALLS PARKS RECREATION AND FORESTRY DEPARTMENT 30 W CENTRAL ST STE 4 CHIPPEWA FALLS WI 54729 396005414 170(C)(1) 42094 TO BE USED FOR IRVINE PARK, PURCHASE ANNUALS/PERENNIALS FOR IRVINE PARK, RESTRICTED FOR THE PURCHASE OF AND PERMANENT IDENTIFICATION OF, INDIGENOUS TREES OF WISCONSIN FOUND IN IRVINE PARK AND THE MAINTENANCE AND UPKEEP OF THE ASSOCIATED TRAIL, FOR THE CARE AND MAINTENANCE OF HOUSING FOR THE MONKEYS, CAPITAL IMPROVEMENTS AT GANNON FIELD, TO BE USED AT THE DISCRETION OF THE ORGANIZATION MCDONELL HIGH SCHOOL FOUNDATION 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391264037 501(C)(3) 24149 TO BE USED AT THE DISCRETION OF THE ORGANIZATION AND MACS FOUNDATION CHIPPEWA COUNTY HUMANE ASSOCIATION INC PO BOX 562 CHIPPEWA FALLS WI 54729 411453515 501(C)(3) 23332 UNIMAC DRYERS; NEW SEPTIC SYTEM; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. HSHS ST JOSEPH'S FOUNDATION 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 371186514 501(C)(3) 13953 ST. JOSEPH'S HOSPITAL HOSPICE; SUPPLIES AND EQUIPMENT NEEDED TO EFFECTIVELY RESPOND TO THE COVID-19 CRISIS; LE PHILLIPS LIBERTAS TREATMENT CENTER; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA VALLEY CULTRUAL ASSOCIATION INC 3 S HIGH ST CHIPPEWA FALLS WI 54729 391236476 501(C)(3) 9274 AMERICAN FLAG ANNUAL MAINTENANCE; GENERAL FUND FOR SUPPORTING THE ARTS; PURCHASE HYGIENE/PREVENTION SUPPLIES; LOCAL DRAMA PRODUCTION EXPENSES; SENIOR FRIENDLY ARTS SERIES; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA COUNTY HISTORICAL SOCIETY 123 ALLEN ST CHIPPEWA FALLS WI 54729 237108082 501(C)(3) 8994 PAST PASSED HERE PROJECT; K-5 GRADE LOCAL HISTORY ED PROGRAM; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN 2820 EAST PARK AVE CHIPPEWA FALLS WI 54729 390816846 501(C)(3) 8979 SUPPORT VETERANS WITH HOUSING & TRAINING AND SUPPORTIVE SERVICES; VETERANS HOUSING & RECOVERY PROGRAM. FAMILY SUPPORT CENTER PO BOX 143 CHIPPEWA FALLS WI 54729 391403276 501(C)(3) 8708 FLOWER BEAUTIFICATION; OPERATIONS; SUSTAIN SERVICES; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 8526 CHILDREN'S FUND; FUTURE FUND; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. FEED MY PEOPLE INC 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(C)(3) 8095 HEALTHY MEAL KITS; REDUCE FOOD COSTS FOR CHIPPEWA COUNTY PARTNERS, TO BE USED AT THE DISCETION OF THE ORGANIZATION. FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS 130 W CENTRAL ST CHIPPEWA FALLS WI 54729 391272793 501(C)(3) 7761 DISTRIBUTE HYGIENE PRODUCTS FOR FOOD PANTRY CLIENTS; ENDOWMENT FUND IN HONOR AND MEMORY OF CARRIE ZEITINGER JOAS AND VIVIAN JOAS. MCDONELL AREA CATHOLIC SCHOOLS 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 7541 SCHOOL SYSTEM NEEDS; SCHOLARSHIPS FOR GRADUATING SENIORS WHO HAVE PARTICIPATED IN MUSICAL PRODUCTIONS; JAMES AND MARGARET KERN MEMORIAL SCHOLARSHIP; JOSEPH W. JOAS SCHOLARSHUP FUND; TUITION ASSISTANCE; NEED BASED SCHOLARSHIP; SCHOOL SYSTEM NEEDS; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. LE PHILLIPS CAREER DEVELOPMENT CENTER - OUTREACH CENTER 508 N BRIDGE ST CHIPPEWA FALLS WI 54729 390971649 501(C)(3) 7302 SAFE SHELTER VOUCHERS FOR ALL AGES & TRANSPORTATION VOUCHERS; BLESSINGS IN A BOX. THE OPEN DOOR CLINIC INC PO BOX 271 CHIPPEWA FALLS WI 54729 203673759 501(C)(3) 6858 MENTAL HEALTH SERVICES; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. CHIPPEWA FALLS AREA UNIFIED SCHOOL DISTRICT FOUNDATION PO BOX 981 CHIPPEWA FALLS WI 54729 391598193 501(C)(3) 6664 JOSEPH W. JOAS SCHOLARSHIP FUND; TROOP #3055 MEMORIAL SCHOLARSHIP; DOLORES BARENIER EDUCTAION SCHOLARSHIP FUND; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. NOTRE DAME CATHOLIC CHURCH 117 ALLEN ST CHIPPEWA FALLS WI 54729 390812535 501(C)(3) 6535 TO PURCHASE A COMMERCIAL SIZE FREEZER FOR THE FOOD PANTRY; TO BE USED FOR HEATS, LIGHTS, INSURANCE AND MAINTENANCE; HEALTHY FAMILIES INITIATIVE 2020. CHIPPEWA FALLS MUSIC ASSOCIATION LTD 735 TERRILL ST CHIPPEWA FALLS WI 54729 391891477 501(C)(3) 6243 CHIPPEWA FALLS HIGH SCHOOL BAND EQUIPMENT. LEGACY COMMUNITY CENTER 26 W GRAND AVE CHIPPEWA FALLS WI 54729 901107703 501(C)(3) 5527 AGNES' TABLE; LEGACY FOOD PANTRY; TO BE USED AT THE DISCRETION OF THE ORGANIZATION. 17 1 PART I, LINE 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT OF GRANTS GIVEN EACH YEAR, THE GRANTEES' ELIGIBILITY FOR THE GRANTS AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS. THE GOVERNING BOARD OF THE ORGANIZATION HAS A SEPARATE GRANTS COMMITTEE THAT REVIEWS ALL APPLICATIONS RECEIVED FOR ELIGIBILITY AND IF THE ORGANIZATION MEETS ALL REQUIREMENTS THE GRANTS COMMITTEE WILL RECOMMEND THE GRANT FOR APPROVAL TO THE BOARD OF DIRECTORS. ALL THE APPROVALS FOR GRANTS ARE DOCUMENTED IN THE BOARD MINUTES OF THE ORGANIZATION. X 3 64242 FMV 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING IN PART I, COLUMN (B) THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: FOUNDATION UTILIZES THE SERVICES OF AN INVESTMENT MANAGER TO ACCEPT AND SELL GIFTS OF STOCK. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE & INVESTMENT COMMITTEE AND THE EXECUTIVE COMMITTEE BEFORE IT IS FILED. AFTER THESE TWO COMMITTEES HAVE REVIEWED THE 990 IT IS ALSO MADE AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE COMMUNITY FOUNDATION OF CHIPPEWA COUNTY CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. ON A YEARLY BASIS, THE EXECUTIVE DIRECTOR OF THE COMMUNITY FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF THE BOARD OF DIRECTORS, ALL COMMITTEE MEMBERS AND ALL STAFF PERSONNEL. MEMBERS AND PERSONNEL ARE REQUIRED TO DISCLOSE ALL INTERESTS OF HIS/HERSELF AND HIS/HER SPOUSE IN ORGANIZATIONS IN WHICH THE COMMUNITY FOUNDATION MAY BE AFFILIATED. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN MEMBERS OR PERSONNEL AND POTENTIAL GRANT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER STAFF PERSONNEL ARE DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES SALARIES OF THE POSITIONS WITHIN THE COMMUNITY FOUNDATION TO SIMILAR SALARIES WITHIN SIMILAR ORGANIZATIONS. PERIODIC PERFORMANCE REVIEWS ARE ALSO PERFORMED BY THE BOARD OF DIRECTORS AND AID IN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY VIEW GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS.