2020-02-04T13:06:17-06:00 2019-06-30 390758449 WIPFLI LLP 4890 OWEN AYRES COURT SUITE 200 EAU CLAIRE WI 54701 990 2018-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA COUNTY COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DIRECTOR 7157238125 2020-01-09 1 ROB GANSCHOW CPA P01374207 7158323407 2020-01-09 66.170.71.51 2020-01-09 12:33:50 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2A5B8A43546E6B6E9BD3F5C590FA0318CD0238C2 2018 2020-09-23 17:36:50Z JILL HERRIGES PO BOX 153 CHIPPEWA FALLS WI 54729 10393928 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 3 27 0 0 454224 482131 0 0 912374 977832 112053 117687 1478651 1577650 231116 269811 0 0 108994 102135 0 0 23176 119548 201347 459658 573293 1018993 1004357 19672940 21010799 10538670 11300127 9134270 9710672 X ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTRHOPIC 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. 0 0 503768 269811 116647 DURING FISCAL YEAR 2019, 15 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 256 AND THE TOTAL ASSETS UNDER MANAGEMENT GREW FROM $19.6 MILLION TO $21.0 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $27.3 MILLION. 503768 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 6 0 1 3 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 LINDA BERGEN DIRECTOR 1.00 X 0 0 0 JENNIFER LARSON DIRECTOR 1.00 X 0 0 0 DAVID FISH DIRECTOR 1.00 X 0 0 0 MICHELLE GOLDEN DIRECTOR 1.00 X 0 0 0 JAMES JONES DIRECTOR 1.00 X 0 0 0 JANICE LEMMINGER DIRECTOR 1.00 X 0 0 0 MEGAN MACLAUGHLIN-BARCK IMMEDIATE PAST BOARD CHAIR 1.00 X 0 0 0 BENJAMIN LANE 2ND VICE CHAIR 1.00 X X 0 0 0 LORI GEISSLER 1ST VICE CHAIR 1.00 X X 0 0 0 CHARLES FRENETTE TREASURER 1.00 X X 0 0 0 DEAN WHITE BOARD CHAIR 1.00 X X 0 0 0 MELINDA HAUN THRU AUGUST EXECUTIVE DIRECTOR/SECRETA 40.00 X 69883 0 0 JILL HERRIGES EXECUTIVE DIRECTOR/SECRETA 40.00 X 22200 0 0 92083 0 0 0 0 0 0 0 482131 86769 482131 447975 447975 9346135 8816278 529857 529857 529857 1040 0 1040 1040 ADMINISTRATION FEE 900099 116647 116647 116647 1577650 116647 0 978872 269811 269811 80044 56031 16009 8004 14851 10396 2970 1485 7240 5068 1448 724 4544 3181 909 454 37801 26461 7560 3780 71728 71728 36864 25805 7373 3686 506 354 101 51 18446 12913 3688 1845 10981 7687 2196 1098 1338 936 268 134 2976 2083 595 298 2794 1956 559 279 MEMBERSHIP FEES AND DUE 5396 3777 1079 540 ANNUAL MEETING 4306 3014 861 431 PROFESSIONAL DEVELOPMEN 3667 2567 733 367 573293 503768 46349 23176 49662 45109 222367 391504 5241 61915 53210 10088 8705 11879623 5779384 7467177 14759883 38782 26214 19672940 21010799 8184 16455 1000 10530486 11282672 10538670 11300127 X 877380 941003 1230459 1258279 7026431 7511390 9134270 9710672 19672940 21010799 1004357 -427955 0 X X 0 1 X 1 0 X 250098 890874 275640 454224 482131 2352967 250098 890874 275640 454224 482131 2352967 129207 2223760 169718 194313 216947 213527 447975 1242480 1040 1040 116647 116647 3713134 0.59890 0.68150 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 217532 48747 2061779 1 1 8250466 464661 311998 263965 8763160 7593791 404153 480365 227843 8250466 6828329 247049 723913 205500 7593791 6263084 871511 -110990 195276 6828329 6273587 232759 -58316 184946 6263084 0.00000 0.85700 0.14300 0 0 61915 53210 8705 8705 DODGE & COX STOCK FUND 1393218 F EUROPACIFIC GROWTH FUND 1119244 F VANGUARD FIXED INCOME SEC SHORT TERM 1783949 F AMCAP FUND CL F3 1109590 F JENSEN PORTFOLIO INC CL I 1194958 F JOHCM EMERGING MARKETS 1111179 F AQR LARGE CAP DEFENSIVE STYLE RG 1457452 F ASHMORE EMERGING MKT SHORT DURATION (I) 1057995 F FIDELITY US BOND INDEX FUND INST 1644548 F FROST TOTAL RETURN BOND FUND CL (I) 1717072 F VANGUARD TOTAL STOCK MARKET INDEX 1170678 F 14759883 AGENCY ENDOWMENT AND PASS-THROUGH FUNDS 11282672 11282672 1077967 -427955 -427955 1505922 71728 71728 1577650 501565 0 501565 71728 71728 573293 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 HOSPITAL SISTERS OF ST FRANCIS FOUNDATION-FRIENDS OF ST JOSEPH'S HOSPITAL 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 371186514 501(C)(3) 7473 DESIGNATED FOR ST. JOSEPH'S HOSPITAL HOSPICE, 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) 24281 TO BE USED AT THE DISCRETION OF THE ORGANIZATION AND MACS FOUNDATION ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 8449 TO BE USED AT THE DISCRETION OF THE CHURCH, FUTURE FUND, CHILDREN'S FUND FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS 130 W CENTRAL ST CHIPPEWA FALLS WI 54729 391272793 501(C)(3) 6899 ENDOWMENT FUND IN HONOR AND IN MEMORY OF JOSEPH W. JOAS' MOTHER, CARRIE ZEITINGER JOAS, AND HIS SISTER, VIVIAN M. JOAS, TO BE USED AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA COUNTY HUMANE ASSOCIATION INC PO BOX 562 CHIPPEWA FALLS WI 54729 411453515 501(C)(3) 15619 TO BE USED AT THE DISCRETION OF THE ORGANIZATION, MOTIK MICROSCOPE, SHELTER DONATION CHIPPEWA COUNTY HISTORICAL SOCIETY 123 ALLEN ST CHIPPEWA FALLS WI 54729 237108082 501(C)(3) 9344 TO BE USED AT THE DISCRETION OF THE ORGANIZATION, K-5TH GRADE LOCAL HISTORY EDUCATION CHIPPEWA FALLS PARKS 30 W CENTRAL ST STE 4 CHIPPEWA FALLS WI 54729 396005414 170(C)(1) 40489 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 AREA CATHOLIC SCHOOLS 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 7462 JOSEPH W. JOAS SCHOLARSHIP FUND, TO PROVIDE TWO ANNUAL SCHOLARSHIPS IN EQUAL AMOUNTS TO TWO GRADUATING SENIORS PURSUING A CAREER IN MUSIC WITH AN EMPHASIS ON THE VIOLIN, SCHOLARSHIP, SCHOOL PHYSICAL NEEDS, EDUATION AND TECHNOLOGY, TUITION ASSISTANCE FOR A FAMILY IN NEED BOYS & GIRLS CLUBS OF THE GREATER CHIPPEWA VALLEY INC 1005 OXFORD AVE EAU CLAIRE WI 54701 392032491 501(C)(3) 11782 TO BE USED AT THE DISCRETION OF THE ORGANIZATION CHIPPEWA FALLS MUSIC ASSOCIATION LTD 735 TERRILL ST CHIPPEWA FALLS WI 54729 391891477 501(C)(3) 5252 PROGRAM EXPENSES CHIPPEWA VALLEY CULTRUAL ASSOCIATION INC 3 S HIGH ST CHIPPEWA FALLS WI 54729 391236476 501(C)(3) 5107 ANNUAL MAINTENANCE OF THE LARGE AMERICAN FLAG, HEYDE CENTER FOR THE ARTS - FLAG FUND, EXPANDED SENIOR FRIENDLY PROGRAMMING CHIPPEWA VALLEY FREE CLINIC 1030 OAK RIDGE DRIVE EAU CLAIRE WI 54701 391840231 501(C)(3) 5000 EXPANDING CHIPPEWA VALLEY FREE CLINIC MENTAL HEALTH SERVICES FEED MY PEOPLE INC 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(C)(3) 5179 SMILES FOR SENIORS - EMERGENCY FOOD BOXES, DA FUND DISBURSEMENTS - CF SUMMER FOOD PROGRAM FOR CHILDREN, TO BE USED AT THE DISCRETION OF THE ORGANIZATION LEGACY COMMUNITY CENTER 26 W GRAND AVE CHIPPEWA FALLS WI 54729 901107703 501(C)(3) 8722 MEET ME AT AGNES' TABLE, STOCK THE CLOSET, TO BE USED FOR AGNES' TABLE, TO BE USED AT THE DISCRETION OF ORGANIZATION 13 1 PART I, LINE 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT OF GRANTS, THE GRANTEES' ELIGIBILITY FOR THE GRANTS, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS. THE GOVERNING BOARD OF THE ORGANIZATION HAS A SEPERATE GRANTS COMMITTEE THAT APPROVES ALL GRANTS. APPLICATIONS FOR GRANTS ARE RECEIVED BY THE GRANTS COMMITTEE AND REVIEWED FOR ELIGIBILITY. IF THE PERSON OR ORGANIZATION MEETS ALL ELIGIBILITY REQUIREMENTS, THE GRANT WILL BE AWARDED. ALL APPROVALS FOR GRANTS ARE DOCUMENTED IN THE OFFICIAL BOARD MINUTES OF THE ORGANIZATION. X 3 86769 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 A DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. 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 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 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 SIMILIAR 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. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.