SOUTHERN MINNESOTA INITIATIVE FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN MINNESOTA INITIATIVE FOUNDATION (EIN 36-3454285)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-25
- IRS object ID
- 202040569349301719
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-25T20:44:21-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 NICOLLET MALL WEST TOWER STE | AddressLine1Txt |
| Address Line2 | 1100 | AddressLine2Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363454285 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN MINNESOTA INITIATIVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5074553215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 FLORENCE AVE | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN CONZEMIUS | PersonNm |
| Person Title | VICE PRESIDENT/CFO | PersonTitleTxt |
| Phone | 5074553215 | PhoneNum |
| Signature | 2020-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KACIE MCEWEN | PreparerPersonNm |
| PTIN | P01599614 | PTIN |
| Phone | 6123324300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.6 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-19 | IPDt |
| IP Tm | 11:17:54 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B56786F7D21A8F39D00ED83C272556B8DDCB8C36 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TIMOTHY PENNY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 FLORENCE AVE | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $49,092,437 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SMIFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | INVESTS FOR ECONOMIC GROWTH IN THE 20 COUNTIES OF SOUTH CENTRAL AND SOUTHEASTERN MINNESOTA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 41 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,394,846 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,637,021 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $191,577 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $243,813 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,000,792 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,542,349 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $27,650 | CYOtherRevenueAmt |
| PY Total Revenue | $8,587,215 | PYTotalRevenueAmt |
| CY Total Revenue | $9,450,833 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,528,659 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,095,307 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,856,585 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,910,464 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $197,545 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,198,721 | PYOtherExpensesAmt |
| CY Other Expenses | $1,277,316 | CYOtherExpensesAmt |
| PY Total Expenses | $4,583,965 | PYTotalExpensesAmt |
| CY Total Expenses | $5,283,087 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,003,250 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,167,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,088,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $56,553,709 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,326,251 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,485,642 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,762,104 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,068,067 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SOUTHERN MINNESOTA INITIATIVE FOUNDATION IS A REGIONAL DEVELOPMENT AND PHILANTHROPIC ORGANIZATION THAT FOSTERS ECONOMIC AND COMMUNITY VITALITY IN 20 COUNTIES OF SOUTHERN MINNESOTA THROUGH A CULTURE OF COLLABORATION AND PARTNERSHIP, WITH A FOCUS ON ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,548,939 | ExpenseAmt |
| Grant | $180,300 | GrantAmt |
| Revenue | $41,827 | RevenueAmt |
| Desc | SOUTHERN MINNESOTA INITIATIVE FOUNDATION PROVIDES GRANTS, LOANS AND TECHNICAL ASSISTANCE TO BUSINESSES, LOCAL GOVERNMENTS AND NONPROFIT ORGANIZATIONS THAT ACCELERATE THE CREATION OF NEW BUSINESSES AND INNOVATIVE VENTURES THAT WILL SHAPE OUR ECONOMY THROUGH PARTNERSHIPS IN OUR REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,357,977 | ExpenseAmt |
| Grant | $699,597 | GrantAmt |
| Revenue | $23,300 | RevenueAmt |
| Desc | SOUTHERN MINNESOTA INITIATIVE FOUNDATION PROVIDES GRANTS, EDUCATIONAL RESOURCES AND TECHNICAL ASSISTANCE TO LOCAL GOVERNMENTS, COMMUNITY PARTNERSHIPS AND NONPROFIT ORGANIZATIONS IN EARLY CHILDHOOD EDUCATION. THE EARLY CHILDHOOD PROGRAM PROVIDES RESOURCES THAT STRENGTHEN EARLY CHILDHOOD EFFORTS SO THAT YOUNG CHILDREN WILL HAVE A HEALTHY LIFE OF LEARNING, ACHIEVING AND SUCCEEDING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $355,352 | ExpenseAmt |
| Grant | $87,587 | GrantAmt |
| Revenue | $12,300 | RevenueAmt |
| Desc | SOUTHERN MINNESOTA INITIATIVE FOUNDATION ADMINISTERS THE AMERICORPS-SOUTHERN MINNESOTA GRANT FOCUSING ON EARLY CHILDHOOD. SUPPORTED AMERICORPS MEMBERS SERVE IN NON-PROFITS THROUGHOUT THE 20 COUNTY AREA WORKING WITH PRESCHOOL CHILDREN ON EARLY LITERACY, SOCIAL-EMOTIONAL, AND SCHOOL READINESS SUPPORT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,203,152 | ExpenseAmt |
| Grant | $1,127,823 | GrantAmt |
| Revenue | $84,728 | RevenueAmt |
| Desc | COMMUNITY FOUNDATIONS & AFFILIATE FUNDS(FISCAL HOST). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,203,152 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,127,823 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $84,728 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,465,420 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 41 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN CONZEMIUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5074553215 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 FLORENCE AVENUE | AddressLine1Txt |
| City | OWATONNA | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55060 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| FRED KRAHMER | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COREY MENSINK | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LISA HUGHES | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SYNTHIA SCHEID | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ADENUGA ATEWOLOGUN | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID KRUEGER | |||||||
| DIRECTOR AT LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARISSA BUEGLER | |||||||
| DIRECTOR OF OPERATIONS | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA CLARKE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| XAVIER FRIGOLA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CASSIE HARRINGTON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE HARRIS | |||||||
| COMMUNITY EDUCATION DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN MEIER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PETERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY PENNY | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $156,720 | $0 | $36,944 | ||
| BRIAN CONZEMIUS | |||||||
| VICE PRESIDENT/CFO | 40.00 | Yes (X) | $116,679 | $0 | $17,708 | ||
| PAMELA BISHOP | |||||||
| VP OF ECONOMIC DEVELOPMENT | 40.00 | $103,882 | $0 | $27,768 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $377,281 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $14,052 | FundraisingAmt |
| Government Grants | $965,026 | GovernmentGrantsAmt |
| All Other Contributions | $2,657,943 | AllOtherContributionsAmt |
| Noncash Contributions | $625,474 | NoncashContributionsAmt |
| Total Contributions | $3,637,021 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| LOAN INTEREST | 900099 | $162,155 | $162,155 |
| OTHER INCOME | 900099 | $81,658 | $81,658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $243,813 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,170,275 | TotalRevenueColumnAmt |
| Exclusion | $1,170,275 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $43,984,006 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,611,932 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,372,074 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,372,074 | TotalRevenueColumnAmt |
| Exclusion | $4,372,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $57,322 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $14,052 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $29,672 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,650 | TotalRevenueColumnAmt |
| Exclusion | $27,650 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,450,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $243,813 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,569,999 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,020,457 | TotalAmt |
| Program Services | $2,020,457 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,850 | TotalAmt |
| Program Services | $74,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,439 | TotalAmt |
| Program Services | $163,504 | ProgramServicesAmt |
| Management And General | $145,913 | ManagementAndGeneralAmt |
| Fundraising | $21,022 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229,183 | TotalAmt |
| Program Services | $1,036,162 | ProgramServicesAmt |
| Management And General | $108,270 | ManagementAndGeneralAmt |
| Fundraising | $84,751 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,846 | TotalAmt |
| Program Services | $37,878 | ProgramServicesAmt |
| Management And General | $8,454 | ManagementAndGeneralAmt |
| Fundraising | $6,514 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,264 | TotalAmt |
| Program Services | $155,773 | ProgramServicesAmt |
| Management And General | $12,492 | ManagementAndGeneralAmt |
| Fundraising | $20,999 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,732 | TotalAmt |
| Program Services | $84,037 | ProgramServicesAmt |
| Management And General | $16,721 | ManagementAndGeneralAmt |
| Fundraising | $7,974 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,121 | TotalAmt |
| Program Services | $7,352 | ProgramServicesAmt |
| Management And General | $7,769 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,677 | TotalAmt |
| Program Services | $4,460 | ProgramServicesAmt |
| Management And General | $40,217 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133 | TotalAmt |
| Program Services | $2,133 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,805 | TotalAmt |
| Management And General | $216,805 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,571 | TotalAmt |
| Program Services | $222,027 | ProgramServicesAmt |
| Management And General | $10,242 | ManagementAndGeneralAmt |
| Fundraising | $6,302 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,836 | TotalAmt |
| Program Services | $27,360 | ProgramServicesAmt |
| Management And General | $387 | ManagementAndGeneralAmt |
| Fundraising | $15,089 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,917 | TotalAmt |
| Program Services | $141,944 | ProgramServicesAmt |
| Management And General | $12,618 | ManagementAndGeneralAmt |
| Fundraising | $1,355 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,454 | TotalAmt |
| Program Services | $14,827 | ProgramServicesAmt |
| Management And General | $2,243 | ManagementAndGeneralAmt |
| Fundraising | $6,384 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,464 | TotalAmt |
| Program Services | $53,422 | ProgramServicesAmt |
| Management And General | $10,750 | ManagementAndGeneralAmt |
| Fundraising | $11,292 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,338 | TotalAmt |
| Program Services | $92,768 | ProgramServicesAmt |
| Management And General | $380 | ManagementAndGeneralAmt |
| Fundraising | $11,190 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,321 | TotalAmt |
| Program Services | $11,321 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,823 | TotalAmt |
| Program Services | $21,350 | ProgramServicesAmt |
| Management And General | $4,138 | ManagementAndGeneralAmt |
| Fundraising | $3,335 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,065 | TotalAmt |
| Program Services | $20,391 | ProgramServicesAmt |
| Management And General | $1,481 | ManagementAndGeneralAmt |
| Fundraising | $1,193 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBTS | $116,208 | $116,208 | ||
| OPERATING EXPENSES | $75,329 | $75,329 | ||
| TRAINING | $43,586 | $42,267 | $1,319 | |
| AWARDS/SPONSORSHIPS | $20,280 | $19,955 | $180 | $145 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,388 | TotalAmt |
| Program Services | $19,645 | ProgramServicesAmt |
| Management And General | $19,743 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,283,087 | TotalAmt |
| Program Services | $4,465,420 | ProgramServicesAmt |
| Management And General | $620,122 | ManagementAndGeneralAmt |
| Fundraising | $197,545 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,383,637 | BOYAmt |
| EOY | $3,640,876 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,339,519 | BOYAmt |
| EOY | $1,426,147 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,944,238 | BOYAmt |
| EOY | $2,704,761 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,827 | BOYAmt |
| EOY | $37,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,108,587 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $594,524 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,968 | BOYAmt |
| EOY | $514,063 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,838,875 | BOYAmt |
| EOY | $47,896,002 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,291 | BOYAmt |
| EOY | $334,666 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,088,355 | BOYAmt |
| EOY | $56,553,709 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,879 | BOYAmt |
| EOY | $201,174 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,314 | BOYAmt |
| EOY | $21,375 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,469 | BOYAmt |
| EOY | $53,661 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,443,165 | BOYAmt |
| EOY | $2,049,940 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,217,424 | BOYAmt |
| EOY | $4,159,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,326,251 | BOYAmt |
| EOY | $6,485,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,267,206 | BOYAmt |
| EOY | $3,990,687 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,762,151 | BOYAmt |
| EOY | $23,789,949 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,732,747 | BOYAmt |
| EOY | $22,287,431 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,762,104 | BOYAmt |
| EOY | $50,068,067 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,088,355 | BOYAmt |
| EOY | $56,553,709 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,167,746 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,862,439 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $656 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,688,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,426,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,170,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,394,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,637,021 | CurrentTaxYearAmt |
| Total | $21,316,649 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,688,062 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,426,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,170,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,394,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,637,021 | CurrentTaxYearAmt |
| Total | $21,316,649 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,670,926 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,645,723 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $696,825 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $677,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $666,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,057,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,170,275 | CurrentTaxYearAmt |
| Total | $4,268,574 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $27,650 | CurrentTaxYearAmt |
| Total | $27,650 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,612,873 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,144,458 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.61090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59030 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,133 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $2,133 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 10 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $166,361 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $670,200 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,263,893 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,317,284 | BeginningYearBalanceAmt |
| Contributions | $1,344,200 | ContributionsAmt |
| Investment Earnings Or Losses | $1,439,539 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,301,438 | OtherExpendituresAmt |
| End Year Balance | $38,799,585 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,194,060 | BeginningYearBalanceAmt |
| Contributions | $868,290 | ContributionsAmt |
| Investment Earnings Or Losses | $2,506,503 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,251,569 | OtherExpendituresAmt |
| End Year Balance | $37,317,284 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,115,350 | BeginningYearBalanceAmt |
| Contributions | $633,376 | ContributionsAmt |
| Investment Earnings Or Losses | $3,537,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,596 | OtherExpendituresAmt |
| End Year Balance | $35,194,060 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,125,746 | BeginningYearBalanceAmt |
| Contributions | $874,139 | ContributionsAmt |
| Investment Earnings Or Losses | -$588,445 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,296,090 | GrantsOrScholarshipsAmt |
| End Year Balance | $31,115,350 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,219,862 | BeginningYearBalanceAmt |
| Contributions | $918,503 | ContributionsAmt |
| Investment Earnings Or Losses | $71,166 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,083,785 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,125,746 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.31600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,687 | OtherCostOrOtherBasisAmt |
| Book Value | $68,687 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $744,825 | OtherCostOrOtherBasisAmt |
| Depreciation | $340,917 | DepreciationAmt |
| Book Value | $403,908 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,313 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,313 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $283,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $242,294 | DepreciationAmt |
| Book Value | $41,468 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $514,063 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $47,896,002 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,896,002 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $83,221 |
| LINE OF CREDIT | $27,370 |
| ASSETS HELD FOR OTHERS | $4,048,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,159,492 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,401,917 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,862,439 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $656 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$2,861,783 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,263,700 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $216,805 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$29,672 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $187,133 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,450,833 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,095,954 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $29,672 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $29,672 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,066,282 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $216,805 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $216,805 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,283,087 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS DEVELOPED A SPENDING POLICY WHICH USES UP TO 5% OF ITS ENDOWMENT BALANCE ANNUALLY TO SUPPORT ITS PROGRAMS AND ACTIVITIES. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES AS A TAX-EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME ON CERTAIN UNRELATED BUSINESS INCOME. AT JUNE 30, 2019, THERE IS NO MATERIAL AMOUNT OF UNRELATED BUSINESS INCOME. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER APPLICABLE MINNESOTA STATUTES. AT JUNE 30, 2019, GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2016 TO 2018. AT JUNE 30, 2019, THE FOUNDATION DID NOT RECORD ANY AMOUNTS FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -29,672. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES RECLASSED TO STATEMENT OF REVENUE 29,672. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SVACF ANNUAL BANQUET | Event1Nm |
| Gross Receipts Event1 | $13,345 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,245 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $5,102 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $618 | OtherDirectExpensesEvent1Amt |
| Event2 | PIE CHIPPE SHOPPE | Event2Nm |
| Gross Receipts Event2 | $24,809 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $24,809 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $13,984 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $33,220 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $10,952 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,268 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $3,400 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,568 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $71,374 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $14,052 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $57,322 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,502 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,170 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $29,672 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,650 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (70 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| A CHANCE TO GROW | ||||||||||
| 1800 2ND ST NE | MINNEAPOLIS | MN | 55418 | 411444113 | 501C3 | $20,000 | TRANSFORMING LEARNING READINESS IN SOUTHERN MINNESOTA | |||
| AMERICAN LEGION POST 269 | ||||||||||
| 400 SHEPPARD CIRCLE | MADISON LAKE | MN | 56063 | 416040550 | 501C3 | $7,570 | COMMUNITY FOUNDATION SUPPORT FOR SAL MOBILE EVENT PACKAGE | |||
| ANDERS EARLY LEARNING CENTER | ||||||||||
| 309 10TH ST | CLEVELAND | MN | 56017 | 830939074 | EDUCATION | $9,770 | CHILD CARE START UP/EXPANSION | |||
| BLUE EARTH COUNTY | ||||||||||
| 1235 CALEDONIA ST | MANKATO | MN | 56001 | 416005763 | GOVERNMENT | $27,240 | COMMUNITY FOUNDATION SUPPORT FOR HWY 22 VICTORY DRIVE PROJECT | |||
| BROWN COUNTY PUBLIC HEALTH | ||||||||||
| 1117 CENTER ST | NEW ULM | MN | 56073 | 416005765 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| BYRON PUBLIC SCHOOLS | ||||||||||
| 630 1ST AVE NW | BYRON | MN | 55920 | 416002825 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| CANNON FALLS AREA SCHOOLS | ||||||||||
| 820 MINNESOTA ST E | CANNON FALLS | MN | 55009 | 416001256 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| CITY OF BLUE EARTH | ||||||||||
| 125 7TH ST E | BLUE EARTH | MN | 560132002 | 416004991 | GOVERNMENT | $6,731 | COMMUNITY FOUNDATION SUPPORT FOR BUTTERFLY GARDEN FOUNTAIN | |||
| CITY OF FAIRMONT | ||||||||||
| 100 DOWNTOWN PLAZA | FAIRMONT | MN | 56031 | 416005147 | GOVERNMENT | $29,807 | FAIRMONT COMMUNITY CENTER FEASIBILITY AND PLANNING | |||
| CITY OF HARMONY | ||||||||||
| 225 3RD AVE SW | HARMONY | MN | 559390488 | 416005218 | GOVERNMENT | $10,000 | COMMUNITY FOUNDATION SUPPORT FOR NORTH PARK BASKETBALL COURT UPGRADE | |||
| CITY OF HARMONY | ||||||||||
| 225 3RD AVE SW | HARMONY | MN | 559390488 | 416005218 | GOVERNMENT | $11,348 | COMMUNITY FOUNDATION SUPPORT FOR FREENOTES MUSICAL INSTRUMENTS | |||
| CITY OF HARMONY | ||||||||||
| 225 3RD AVE SW | HARMONY | MN | 559390488 | 416005218 | GOVERNMENT | $15,000 | COMMUNITY FOUNDATION SUPPORT FOR BIKE TRAIL | |||
| CITY OF HARMONY | ||||||||||
| 225 3RD AVE SW | HARMONY | MN | 559390488 | 416005218 | GOVERNMENT | $30,959 | COMMUNITY FOUNDATION SUPPORT FOR FIREFIGHTER MEMORIAL | |||
| CITY OF KIESTER | ||||||||||
| 119 MAIN ST S | KIESTER | MN | 56051 | 416005285 | GOVERNMENT | $10,000 | VISIONING PROCESS TO IDENTIFY COMMUNITY VALUES AND PROJECT FOR KIESTER | |||
| CITY OF LA CRESCENT | ||||||||||
| 315 MAIN ST | LA CRESCENT | MN | 55947 | 416005291 | GOVERNMENT | $10,000 | SMALL TOWN GRANT: COMMUNITY BRANDING PROJECT | |||
| CITY OF LANESBORO | ||||||||||
| 202 PARKWAY AVE S | LANESBORO | MN | 55949 | 416005308 | GOVERNMENT | $10,000 | DEVELOP A COMPREHENSIVE PLAN THAT BUILDS ON OUR UNIQUE ASSETS AND CULTURE WITH A VISION OF A HEALTHY, INCLUSIVE COMMUNITY | |||
| CITY OF PLAINVIEW | ||||||||||
| 241 BROADWAY W | PLAINVIEW | MN | 55964 | 411650465 | GOVERNMENT | $10,000 | SMALL TOWN GRANT: COMMUNITY PLANNING | |||
| CITY OF PRESTON | ||||||||||
| 210 FILLMORE ST W | PRESTON | MN | 55965 | 416005468 | GOVERNMENT | $7,500 | SMALL TOWN GRANT: "LIVIBILITY" PRESTON | |||
| CITY OF SPRING GROVE | ||||||||||
| 118 1ST AVE NW | SPRING GROVE | MN | 55974 | 416005505 | GOVERNMENT | $5,900 | DEVELOP A LOCALIZED ENTREPRENEUR TOOLKIT AND ACCOMPANYING PROGRAMMING TO EQUIP ENTREPRENEURS WITH THE RESOURCES AND INFORMATION THEY NEED TO ADDRESS COMMON BUSINESS CHALLENGES, SUCH AS START UP PROCEDURES, FINANCIAL MANAGEMENT, SUCCESSION PLANNING. | |||
| CITY OF SPRING VALLEY | ||||||||||
| 201 BROADWAY ST S | SPRING VALLEY | MN | 55975 | 416005554 | GOVERNMENT | $12,500 | INCUBATION & ACCELERATION FOR INDOOR AND OUTDOOR SPACES/ENTREPRENEURIAL REV | |||
| CITY OF SPRING VALLEY | ||||||||||
| 201 BROADWAY ST S | SPRING VALLEY | MN | 55975 | 416005554 | GOVERNMENT | $5,000 | COMMUNITY FOUNDATION SUPPORT FOR ELECTRONIC MESSAGE SIGN | |||
| CITY OF WABASHA | ||||||||||
| 900 HIAWATHA DR E | WABASHA | MN | 559810262 | 416005601 | GOVERNMENT | $9,000 | COMMUNITY FOUNDATION SUPPORT FOR FREE POOL PASS PROGRAM | |||
| COMMUNITY AND ECONOMIC DEVELOPMENT ASSOCIATES | ||||||||||
| 1500 HWY 52 S | CHATFIELD | MN | 55923 | 411560462 | 501C3 | $8,900 | BLUFF COUNTRY COLLABORATIVE - YOUTH ENTREPRENEURSHIP INITIATIVE | |||
| DEVELOPMENT CORPORATION OF AUSTIN | ||||||||||
| 329 MAIN ST N STE 106-L | AUSTIN | MN | 55912 | 237276266 | 501C6 | $10,000 | FOOD & BEVERAGE CO-MANUFACTURING FEASIBILITY STUDY | |||
| DODGE COUNTY PUBLIC HEALTH | ||||||||||
| 42 MAIN ST E | DODGE CENTER | MN | 55927 | 416005790 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| FAMILIES FIRST OF MINNESOTA | ||||||||||
| 126 WOODLAKE DR SE | ROCHESTER | MN | 55904 | 410987753 | 501C3 | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| FARIBAULT DIVERSITY COALITION | ||||||||||
| 324 CENTRAL AVE | FARIBAULT | MN | 55021 | 680504271 | 501C3 | $10,000 | IGNITING SOUTHERN MINNESOTA | |||
| FARIBAULT PUBLIC SCHOOLS | ||||||||||
| 930 4TH AVE NW | FARIBAULT | MN | 55021 | 416003618 | SCHOOL/EDUCATION | $19,296 | CREATE EARLY LEARNING CENTERS IN SCHOOL DISTRICT FOR EARLY CHILDHOOD ACTIVITIES | |||
| FARIBAULT PUBLIC SCHOOLS | ||||||||||
| 930 4TH AVE NW | FARIBAULT | MN | 55021 | 416003618 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $8,177 | FMV | BOOKS | |
| FREEBORN COUNTY PUBLIC HEALTH | ||||||||||
| 411 S BROADWAY | ALBERT LEA | MN | 56007 | 416005795 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $10,902 | FMV | BOOKS | |
| HARMONY ECONOMIC DEVELOPMENT AUTHORITY | ||||||||||
| 255 3RD AVE SW | HARMONY | MN | 55939 | 416005218 | 501C6 | $10,000 | TO PROMOTE OUTDOOR RECREATION, MUSIC AND THE ARTS, AND TOURISM WITH THE CREATION OF "FREENOTES HARMONY PARK" AT HARMONY'S TRAILHEAD PARK. | |||
| HOUSTON COUNTY ECONOMIC DEVELOPMENT ASSOCIATION | ||||||||||
| 304 MARSHALL ST S | CALEDONIA | MN | 55921 | 416005804 | 501C6 | $18,000 | DRIFTLESS GROWN - LOCAL FOODS - SUPPORT EXISTING AND BUDDING FARMERS BY CONNECTING THEM WITH EDUCATION, NETWORKS, RESOURCES, AND NEW MARKETS | |||
| HUMAN SERVICES OF FARIBAULT AND MARTIN COUNTIES | ||||||||||
| 115 1ST ST W | FAIRMONT | MN | 56031 | 411286683 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| JEREMIAH PROGRAM | ||||||||||
| 126 WOODLAKE DR SE | ROCHESTER | MN | 55904 | 411801834 | 501C3 | $20,000 | SINGLE MOTHER'S EMPOWERMENT & LIFE SKILLS | |||
| JUMPING JAX KIDS | ||||||||||
| 118 2ND AVE NW | HAYFIELD | MN | 55940 | 832348593 | EDUCATION | $10,000 | CHILD CARE START UP/EXPANSION | |||
| KASSON-MANTORVILLE SCHOOLS | ||||||||||
| 101 16TH ST NE | KASSON | MN | 55944 | 416008530 | SCHOOL/EDUCATION | $20,000 | IMPLEMENTATION OF RESPONSIVE LITERACY APPROACH EARLY LEARNING | |||
| KASSON-MANTORVILLE SCHOOLS | ||||||||||
| 101 16TH ST NE | KASSON | MN | 55944 | 416008530 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| KINGSLAND PUBLIC SCHOOLS | ||||||||||
| 705 SECTION AVE N | SPRING VALLEY | MN | 55975 | 411740007 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| KIWANIS CLUB OF MANKATO FOUNDATION | ||||||||||
| PO BOX 733 | MANKATO | MN | 56002 | 411908825 | 501C3 | LITERACY GRANT - CHILDRENS BOOKS | $86,308 | FMV | BOOKS | |
| LAKE CRYSTAL WELLCOME MEMORIAL SCHOOL DISTRICT | ||||||||||
| 607 KNIGHTS LN | LAKE CRYSTAL | MN | 56055 | 411680296 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| LANESBORO PUBLIC LIBRARY | ||||||||||
| 202 PARKWAY AVE S | LANESBORO | MN | 55949 | 342037325 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $7,268 | FMV | BOOKS | |
| MAIN STREET PROJECT | ||||||||||
| 105 4TH ST E STE 213 | NORTHFIELD | MN | 55057 | 201788275 | 501C3 | $10,000 | REGENERATIVE AGRICULTURE PROGRAM | |||
| MAPLE RIVER SCHOOLS | ||||||||||
| 101 6TH AVE NE | MAPLETON | MN | 560650515 | 411734559 | SCHOOL/EDUCATION | $10,925 | COMMUNITY FOUNDATION SUPPORT FOR STUDENT PROGRAMS | |||
| MAPLE RIVER SCHOOLS | ||||||||||
| 101 6TH AVE NE | MAPLETON | MN | 560650515 | 411734559 | SCHOOL/EDUCATION | $9,550 | COMMUNITY FOUNDATION SUPPORT FOR STUDENT PROGRAMS | |||
| MN STATE UNIVERSITY-MANKATO | ||||||||||
| 150 MORRIS HALL | MANKATO | MN | 56001 | 411687554 | SCHOOL/EDUCATION | $10,000 | EXTENSION OF ENTREPRENEURIAL ECOSYSTEM | |||
| MN VALLEY ACTION COUNCIL | ||||||||||
| 706 VICTORY DR N | MANKATO | MN | 56001 | 416050353 | 501C3 | LITERACY GRANT - CHILDRENS BOOKS | $12,719 | FMV | BOOKS | |
| NEW PRAGUE AREA ACHOOLS | ||||||||||
| 410 CENTRAL AVE N | NEW PRAGUE | MN | 56071 | 416003815 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $6,360 | FMV | BOOKS | |
| NEW ULM PUBLIC SCHOOLS | ||||||||||
| 910 14TH ST N | NEW ULM | MN | 56073 | 416000373 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| NORTHFIELD HEALTHY COMMUNITY INITIATIVE | ||||||||||
| 1651 JEFFERSON PKWY | NORTHFIELD | MN | 55057 | 262852506 | 501C3 | $20,000 | RICE COUNTY LATINO CHILDCARE PROVIDER NETWORK | |||
| NORTHFIELD PUBLIC SCHOOLS | ||||||||||
| 201 ORCHARD ST S | NORTHFIELD | MN | 55057 | 416008327 | SCHOOL/EDUCATION | $22,000 | EARLY CHILDHOOD NAVIGATORS/RICE COUNTY EARLY CHILDHOOD DENTAL NETWORK | |||
| NORTHFIELD PUBLIC SCHOOLS | ||||||||||
| 201 ORCHARD ST S | NORTHFIELD | MN | 55057 | 416008327 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $18,170 | FMV | BOOKS | |
| OWATONNA PUBLIC SCHOOLS | ||||||||||
| 325 MEADOW LN | OWATONNA | MN | 55060 | 416004063 | SCHOOL/EDUCATION | $20,000 | BRIDGING LITERACY FROM PREK TO 1ST GRADE | |||
| RED WING DOWNTOWN MAIN STREET INC | ||||||||||
| 207 EAST AVE | RED WING | MN | 55066 | 411869035 | 501C3 | $9,000 | COMMUNITY FOUNDATION SUPPORT FOR PUBLIC ART/IMAGINE RED WING | |||
| REGION NINE DEVELOPMENT COMMISSION | ||||||||||
| 10 CIVIC CENTER PLZ STE 3 | MANKATO | MN | 56001 | 410995425 | 501C3 | $10,000 | TO IDENTIFY, INVITE AND PROVIDE ONE-ON-ONE COACHING TO BUSINESSES RESULTING IN SUCCESSFULLY STARTING OR EXPANDING PORTIONS OF THEIR BUSINESS OPERATIONS TO INCREASE ECONOMIC PROSPERITY. | |||
| REGION NINE DEVELOPMENT COMMISSION | ||||||||||
| 10 CIVIC CENTER PLZ STE 3 | MANKATO | MN | 56001 | 410995425 | 501C3 | $5,000 | RURAL ENTREPRENEURIAL VENTURE COMMUNITY | |||
| ROCHESTER PUBLIC SCHOOLS | ||||||||||
| 615 7TH ST SW | ROCHESTER | MN | 55902 | 416002803 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| SEMCAC HEAD START | ||||||||||
| 204 ELM ST S | RUSHFORD | MN | 55971 | 410907135 | 501C3 | LITERACY GRANT - CHILDRENS BOOKS | $6,360 | FMV | BOOKS | |
| SIBLEY COUNTY | ||||||||||
| 400 COURT AVE | GAYLORD | MN | 55334 | 416005897 | GOVERNMENT | $20,000 | BIZLINK NORTH -EDUCATE LOCAL BUSINESSES ON SUCCESSION PLANNING; PREPARATION TO SELL OR BUY A BUSINESS; ASSIST THEM WITH BETTER BUSINESS PRACTICES INCLUDING MARKETING. | |||
| SLEEPY EYE PUBLIC SCHOOLS | ||||||||||
| 400 4TH AVE SW | SLEEPY EYE | MN | 56085 | 416000392 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $7,268 | FMV | BOOKS | |
| SOUTHERN MN EDUCATION CONSORTIUM | ||||||||||
| 710 4TH AVE NE | GRAND MEADOW | MN | 55936 | 270630742 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $9,085 | FMV | BOOKS | |
| ST JAMES PUBLIC SCHOOLS | ||||||||||
| 500 3RD AVE S | ST JAMES | MN | 56081 | 416004625 | SCHOOL/EDUCATION | $10,000 | UNITING CULTURES/UNIENDO CULTURAS. WORKING TOWARDS TOLERANCE, ACCEPTANCE AND CELEBRATION OF DIVERSITY. | |||
| ST PETER'S EPISCOPAL CHURCH | ||||||||||
| 101 1ST ST NE | KASSON | MN | 55944 | 411897958 | 501C3 | $5,900 | SMALL TOWN GRANT: DODGE REFRESHED CREATE A COMMUNITY FARM-TO-TABLE EVENT | |||
| STEELE COUNTY PUBLIC HEALTH | ||||||||||
| 635 FLORENCE AVE | OWATONNA | MN | 55060 | 416005901 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $6,360 | FMV | BOOKS | |
| THREE RIVERS COMMUNITY ACTION | ||||||||||
| 55049 241ST AVE | PLAINVIEW | MN | 55964 | 410906178 | 501C3 | $5,000 | COMMUNITY FOUNDATION SUPPORT FOR HART VOLUNTEER TRANSPORTATION PROGRAM | |||
| THREE RIVERS COMMUNITY ACTION INCORPORATED | ||||||||||
| 1651 JEFFERSON PKWY | NORTHFIELD | MN | 55057 | 410906178 | 501C3 | LITERACY GRANT - CHILDRENS BOOKS | $13,628 | FMV | BOOKS | |
| TRI CITY UNITED PUBLIC SCHOOLS | ||||||||||
| 101 2ND ST NE | MONTGOMERY | MN | 56069 | 453740004 | SCHOOL/EDUCATION | $10,000 | SOCIAL & EMOTIONAL SUCCESS CURRICULUM FOR EARLY LEARNING | |||
| TRI-CITY UNITED PUBLIC SCHOOLS | ||||||||||
| 101 2ND ST NE | MONTGOMERY | MN | 56069 | 453740004 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $7,268 | FMV | BOOKS | |
| UNITED WAY OF THE BROWN COUNTY AREA INC | ||||||||||
| PO BOX 476 | NEW ULM | MN | 56073 | 416033115 | 501C3 | COMMUNITY COLLABORATION FOR SCHOOL READINESS/EARLY CHILDHOOD DENTAL NETWORK | $13,194 | FMV | BOOKS | |
| WATERVILLE-ELYSIAN-MORRISTOWN PUBLIC SCHOOLS | ||||||||||
| 500 EAST PAQUIN ST | WATERVILLE | MN | 56096 | 411743364 | SCHOOL/EDUCATION | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| WATONWAN COUNTY HUMAN SERVICESPUBLIC HEALTH | ||||||||||
| 715 2ND AVE S | ST JAMES | MN | 56081 | 416005922 | GOVERNMENT | LITERACY GRANT - CHILDRENS BOOKS | $5,451 | FMV | BOOKS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 67 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 9 | $2,900 |
| HARDSHIP ASSISTANCE | 43 | $71,950 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PROVIDES GRANTS ON AN OPEN APPLICATION BASIS. THE REQUIREMENTS TO APPLY FOR GRANTS ARE POSTED ON THE SMIF WEBSITE, AND ALSO ON THE RFP'S THAT ARE SENT OUT. THE FOUNDATION ALSO PROVIDES ASSISTANCE TO GRANT APPLICANTS AS NEEDED. THE FOUNDATION APPROVES GRANTS BASED ON THE REQUIREMENTS LISTED FOR THE APPLICATION, AND ALSO BASED ON ORGANIZATIONAL GUIDELINES AND BUDGET CONSTRAINTS. THE FOUNDATION REQUIRES THE APPLICANT TO FILL OUT AN APPLICATION AND UPON APPROVAL WILL NOTIFY THE APPLICANT, HAVE THEM SIGN A CONTRACT AND THE FOUNDATION WILL REQUIRE ON-GOING CORRESPONDENCES, SITE VISITS AND FINAL REPORTS DEMONSTRATING DOLLARS WERE SPENT ACCORDING TO THE FOUNDATION GRANT GUIDELINES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY PENNY | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $156,720 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,264 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $30,680 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $193,664 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $489,668 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $135,806 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE 990 IS THEN MADE AVAILABLE FOR THE BOARD MEMBERS TO REVIEW AND THE FINANCE COMMITTEE'S APPROVAL IS RATIFIED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST FORM YEARLY. ALL BOARD AND COMMITTEE MEETINGS BEGIN WITH THE CONFLICT OF INTEREST STATEMENT "ASKING THE BOARD AS A WHOLE IF THERE ARE ANY CONFLICTS OF INTERESTS." THE EXECUTIVE COMMITTEE MONITORS ANY CONFLICTS ON AN ON-GOING BASIS. IF A CONFLICT EXISTS, THE EXECUTIVE COMMITTEE WILL SEEK LEGAL-COUNCIL ADVICE AND OPINION AND WILL BRING THIS INFORMATION BACK TO THE FULL BOARD FOR REVIEW OR TO MAKE ANY DECISION NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR SETTING AND REVIEWING THE PRESIDENT/CEO COMPENSATION AND REVIEW. THE EXECUTIVE COMMITTEE LEADS AN ANNUAL REVIEW OF THE PRESIDENT/CEO AND PRESENTS ITS FINDINGS TO THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE THEN USES BENCHMARK INFORMATION FROM SIMILAR ORGANIZATIONS AND BUDGETING CONSTRAINTS TO SET THE PRESIDENT/CEO'S ANNUAL SALARY INCREASE. THE EXECUTIVE COMMITTEE ALSO, AS NEEDED, USES OUTSIDE CONSULTANTS IN GATHERING THIS DATA. THE PRESIDENT/CEO COMPLETES THE REVIEW PROCESS AND SALARY ADJUSTMENTS FOR ALL SENIOR STAFF ALONG WITH THE VICE PRESIDENT AND CFO. THE INCREASES ARE BASED ON THE BUDGETARY LIMITS AND IN-LINE WITH YEARLY CPI INCREASES. BENCHMARKING DATA IS ALSO GATHERED FROM SIMILAR ORGANIZATIONS AND AN OUTSIDE CONSULTANT IS USED ON AND AS NEEDED BASIS TO DETERMINE RELEVANT BENCHMARKING DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PAGE 12, PART XII LINE 2C: | THE FINANCE COMMITTEE APPROVES AND MANAGES THE AUDITOR SELECTION AND PROCESS YEARLY. THE FOUNDATION COMMITTEE MEETS WITH THE AUDITOR PRIOR TO ENGAGEMENT TO ANSWER ANY QUESTIONS OR CONCERNS RELATED TO THE UPCOMING AUDIT, AT THAT POINT THE FINANCE COMMITTEE APPROVES THE AUDITOR SELECTION FOR THE YEAR. THE COMMITTEE WILL THEN HAVE ON-GOING COMMUNICATION WITH THE AUDIT TEAM AS NECESSARY AND WILL MEET WITH THE AUDITOR UPON COMPLETION OF THE AUDIT FOR REVIEW AND FINAL APPROVAL OF THE AUDIT REPORT. THE BOARD WILL ALSO, REVIEW AND MEET WITH THE AUDITOR AFTER THE AUDIT IS COMPLETED. |
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