COMMUNITY FOUNDATION OF CHIPPEWA: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF CHIPPEWA (EIN 39-2024542)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-08
- IRS object ID
- 201920399349300812
- Schema version
- 2017v2.3
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-08T10:08:44-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4890 OWEN AYRES COURT SUITE 200 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392024542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF CHIPPEWA COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7157238125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 153 | AddressLine1Txt |
| City | CHIPPEWA FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54729 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL HERRIGES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7157238125 | PhoneNum |
| Signature | 2019-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB GANSCHOW CPA | PreparerPersonNm |
| PTIN | P01374207 | PTIN |
| Phone | 7158323407 | PhoneNum |
| Preparation | 2019-02-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 137.26.200.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-06 | IPDt |
| IP Tm | 11:04:57 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 558C6F47C777A73CECB93EB9107DCB0C387663C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JILL HERRIGES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 153 | AddressLine1Txt |
| City | CHIPPEWA FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54729 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,004,342 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.YOURLEGACYFOREVER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $275,640 | PYContributionsGrantsAmt |
| CY Contributions Grants | $454,224 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $714,996 | PYInvestmentIncomeAmt |
| CY Investment Income | $912,374 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,595 | PYOtherRevenueAmt |
| CY Other Revenue | $112,053 | CYOtherRevenueAmt |
| PY Total Revenue | $1,085,231 | PYTotalRevenueAmt |
| CY Total Revenue | $1,478,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $211,676 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $231,116 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,192 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $108,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,854 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $87,734 | PYOtherExpensesAmt |
| CY Other Expenses | $119,548 | CYOtherExpensesAmt |
| PY Total Expenses | $401,602 | PYTotalExpensesAmt |
| CY Total Expenses | $459,658 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $683,629 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,018,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,405,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,672,940 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,026,101 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,538,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,379,741 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,134,270 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $391,096 | ExpenseAmt |
| Grant | $231,116 | GrantAmt |
| Revenue | $106,975 | RevenueAmt |
| Desc | DURING FISCAL YEAR 2018, 29 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 260 AND THE TOTAL ASSETS UNDER MANAGEMENT GREW FROM $16.4 MILLION TO $19.6 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $24 MILLION. | Desc |
| Total Program Service Expenses | $391,096 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL HERRIGES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7157238125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 1/2 N BRIDGE STREET | AddressLine1Txt |
| City | CHIPPEWA FALLS | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54729 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LINDA BERGEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNE BOISVERT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID FISH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE GOLDEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN LANE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL MATHWIG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID JANKOSKI | ||||||
| IMMEDIATE PAST BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI GEISSLER | ||||||
| 2ND VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DEAN WHITE | ||||||
| 1ST VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PAUL SALM | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MEGAN MACLAUGHLIN-BARCK | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELINDA HAUN | ||||||
| EXECUTIVE DIRECTOR/SECRETARY | 40.00 | $67,566 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $67,566 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $7,875 | FundraisingAmt |
| All Other Contributions | $446,349 | AllOtherContributionsAmt |
| Noncash Contributions | $91,651 | NoncashContributionsAmt |
| Total Contributions | $454,224 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $213,527 | TotalRevenueColumnAmt |
| Exclusion | $213,527 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,220,756 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,521,909 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $698,847 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $698,847 | TotalRevenueColumnAmt |
| Exclusion | $698,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,860 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,875 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,782 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,078 | TotalRevenueColumnAmt |
| Exclusion | $5,078 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $106,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,975 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,975 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,478,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,975 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $917,452 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,116 | TotalAmt |
| Program Services | $231,116 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,123 | TotalAmt |
| Program Services | $57,486 | ProgramServicesAmt |
| Management And General | $16,425 | ManagementAndGeneralAmt |
| Fundraising | $8,212 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,081 | TotalAmt |
| Program Services | $13,357 | ProgramServicesAmt |
| Management And General | $3,816 | ManagementAndGeneralAmt |
| Fundraising | $1,908 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,790 | TotalAmt |
| Program Services | $5,453 | ProgramServicesAmt |
| Management And General | $1,558 | ManagementAndGeneralAmt |
| Fundraising | $779 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,300 | TotalAmt |
| Program Services | $35,910 | ProgramServicesAmt |
| Management And General | $10,260 | ManagementAndGeneralAmt |
| Fundraising | $5,130 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,746 | TotalAmt |
| Program Services | $2,622 | ProgramServicesAmt |
| Management And General | $749 | ManagementAndGeneralAmt |
| Fundraising | $375 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,022 | TotalAmt |
| Program Services | $23,115 | ProgramServicesAmt |
| Management And General | $6,605 | ManagementAndGeneralAmt |
| Fundraising | $3,302 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,964 | TotalAmt |
| Program Services | $6,975 | ProgramServicesAmt |
| Management And General | $1,993 | ManagementAndGeneralAmt |
| Fundraising | $996 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,272 | TotalAmt |
| Program Services | $1,591 | ProgramServicesAmt |
| Management And General | $454 | ManagementAndGeneralAmt |
| Fundraising | $227 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,919 | TotalAmt |
| Program Services | $1,343 | ProgramServicesAmt |
| Management And General | $384 | ManagementAndGeneralAmt |
| Fundraising | $192 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,676 | TotalAmt |
| Program Services | $1,873 | ProgramServicesAmt |
| Management And General | $535 | ManagementAndGeneralAmt |
| Fundraising | $268 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEMBERSHIP FEES AND DUE | $8,662 | $6,064 | $1,732 | $866 |
| ANNUAL MEETING | $5,987 | $4,191 | $1,197 | $599 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,658 | TotalAmt |
| Program Services | $391,096 | ProgramServicesAmt |
| Management And General | $45,708 | ManagementAndGeneralAmt |
| Fundraising | $22,854 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,828 | BOYAmt |
| EOY | $49,662 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,655 | BOYAmt |
| EOY | $222,367 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,068 | BOYAmt |
| EOY | $5,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,625 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,118 | BOYAmt |
| EOY | $10,088 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,280,291 | BOYAmt |
| EOY | $11,879,623 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,747,466 | BOYAmt |
| EOY | $7,467,177 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,416 | BOYAmt |
| EOY | $38,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,405,842 | BOYAmt |
| EOY | $19,672,940 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,175 | BOYAmt |
| EOY | $8,184 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,018,926 | BOYAmt |
| EOY | $10,530,486 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,026,101 | BOYAmt |
| EOY | $10,538,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $782,625 | BOYAmt |
| EOY | $877,380 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,700 | BOYAmt |
| EOY | $1,230,459 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,601,416 | BOYAmt |
| EOY | $7,026,431 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,379,741 | BOYAmt |
| EOY | $9,134,270 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,405,842 | BOYAmt |
| EOY | $19,672,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,018,993 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$264,464 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $398,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $890,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $275,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454,224 | CurrentTaxYearAmt |
| Total | $2,269,483 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $398,647 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $250,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $890,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $275,640 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454,224 | CurrentTaxYearAmt |
| Total | $2,269,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $58,225 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,211,258 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $169,718 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $216,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $213,527 | CurrentTaxYearAmt |
| Total | $975,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,244,588 | TotalSupportAmt |
| Public Support CY170 | 0.68150 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 29 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $139,253 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $40,829 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,860,950 | 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 | $7,593,791 | BeginningYearBalanceAmt |
| Contributions | $400,788 | ContributionsAmt |
| Investment Earnings Or Losses | $484,341 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $227,843 | OtherExpendituresAmt |
| End Year Balance | $8,251,077 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,828,329 | BeginningYearBalanceAmt |
| Contributions | $247,049 | ContributionsAmt |
| Investment Earnings Or Losses | $723,913 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $205,500 | OtherExpendituresAmt |
| End Year Balance | $7,593,791 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,263,084 | BeginningYearBalanceAmt |
| Contributions | $871,511 | ContributionsAmt |
| Investment Earnings Or Losses | -$110,990 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $195,276 | OtherExpendituresAmt |
| End Year Balance | $6,828,329 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,273,587 | BeginningYearBalanceAmt |
| Contributions | $232,759 | ContributionsAmt |
| Investment Earnings Or Losses | -$58,316 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $184,946 | OtherExpendituresAmt |
| End Year Balance | $6,263,084 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,349,769 | BeginningYearBalanceAmt |
| Contributions | $383,045 | ContributionsAmt |
| Investment Earnings Or Losses | $694,832 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $154,059 | OtherExpendituresAmt |
| End Year Balance | $6,273,587 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.85200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $63,713 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,625 | DepreciationAmt |
| Book Value | $10,088 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,088 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DODGE & COX STOCK FUND | $1,336,164 | F |
| EUROPACIFIC GROWTH FUND | $1,103,486 | F |
| VANGUARD FIXED INCOME SEC SHORT TERM | $1,481,718 | F |
| AMCAP FUND CL F3 | $1,469,337 | F |
| BARCLAYS INVT GRADE | $1,048,329 | F |
| DELWARE SMALL CAP CORE FUND | $1,028,143 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,467,177 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY ENDOWMENT AND PASS-THROUGH FUNDS | Desc |
| Amt | $10,530,486 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,530,486 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,217,969 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$264,464 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,782 | OtherRevenueAmt |
| Revenue Not Reported | -$260,682 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,478,651 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,478,651 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $463,440 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,782 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,782 | ExpensesNotReportedAmt |
| Expenses Subtotal | $459,658 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $459,658 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES ON 990 STATEMENT OF REVENUE 3,782. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES ON 990 STATEMENT OF REVENUE 3,782. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE AND DINE | Event1Nm |
| Gross Receipts Event1 | $16,735 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,875 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,860 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $3,782 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $16,735 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $7,875 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,860 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,782 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,782 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $5,078 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| HOSPITAL SISTERS OF ST FRANCIS FOUNDATION-FRIENDS OF ST JOSEPH'S HOSPITAL | |||||||
| 2661 COUNTY HIGHWAY I | CHIPPEWA FALLS | WI | 54729 | 371186514 | 501(C)(3) | $6,846 | 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) | $23,895 | 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) | $7,934 | TO BE USED AT THE DISCRETION OF THE CHURCH, FUTURE FUND. |
| FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS | |||||||
| 130 W CENTRAL ST | CHIPPEWA FALLS | WI | 54729 | 391272793 | 501(C)(3) | $6,916 | 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 DEPARTMENT OF PUBLIC HEALTH | |||||||
| 711 N BRIDGE ST RM 222 | CHIPPEWA FALLS | WI | 54729 | 396005678 | 170(C)(1) | $6,206 | CAR SEAT SAFETY, CRIBS FOR KIDS, WESTERN AND REGIONAL CENTER FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS PROGRAM |
| CHIPPEWA COUNTY HUMANE ASSOCIATION INC | |||||||
| PO BOX 562 | CHIPPEWA FALLS | WI | 54729 | 411453515 | 501(C)(3) | $18,226 | TO BE USED AT THE DISCRETION OF THE ORGANIZATION, SPEED QUEEN WASHING MACHINES |
| CHIPPEWA COUNTY HISTORICAL SOCIETY | |||||||
| 123 ALLEN ST | CHIPPEWA FALLS | WI | 54729 | 237108082 | 501(C)(3) | $9,382 | TO BE USED AT THE DISCRETION OF THE ORGANIZATION, PRIZES FOR 4TH GRADE HISTORY ESSAY CONTEST, FUTURE CHIPPEWA AREA HISTROY CENTER |
| CHIPPEWA FALLS AREA SENIOR CENTER | |||||||
| 1000 E GRAND AVE | CHIPPEWA FALLS | WI | 54729 | 391673741 | 501(C)(3) | $10,526 | TO BE USED AT THE DISCRETION OF THE ORGANIZATION, SENIOR CENTER BUILDING REPAIR AND REPLACEMENT |
| CHIPPEWA FALLS PARKS | |||||||
| 30 W CENTRAL ST STE 4 | CHIPPEWA FALLS | WI | 54729 | 396005414 | 170(C)(1) | $30,986 | 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) | $9,110 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $91,651 | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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