MORTON COMMUNITY FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MORTON COMMUNITY FOUNDATION (EIN 37-1397503)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-13
IRS object ID
201941339349302609
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

FieldValueIRS element (for citing)
Return2019-05-13T09:23:29-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371106622PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ginoli & Company LtdCPA'sBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17625 N University Ste AAddressLine1Txt
CityPeoriaCityNm
State AbbreviationILStateAbbreviationCd
ZIP616148303ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN371397503EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORTON COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMORTBusinessNameControlTxt
Phone3092910434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 E JEFFERSON STAddressLine1Txt
CityMORTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP61550ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT WITZIGPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3092910434PhoneNum
Signature2019-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark D ReinkenCPAPreparerPersonNm
PTINP00079028PTIN
Phone3096712350PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.210.1.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-13IPDt
IP Tm08:21:51IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id70B31F6A5274CA2061745BF9E2E00475B20110B4AtSubmissionCreationDeviceId
At Submission Filing Device IdEB49E81B991CC1A2AA17F45E205C7B55D5F5482FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT WITZIGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 E JEFFERSONAddressLine1Txt
CityMORTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP61550ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,670,200GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.mortoncommunityfoundation.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionThe mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee3TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$716,688PYContributionsGrantsAmt
CY Contributions Grants$1,303,888CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$145,419PYInvestmentIncomeAmt
CY Investment Income$296,180CYInvestmentIncomeAmt
PY Other Revenue$63,557PYOtherRevenueAmt
CY Other Revenue$69,449CYOtherRevenueAmt
PY Total Revenue$925,664PYTotalRevenueAmt
CY Total Revenue$1,669,517CYTotalRevenueAmt
PY Grants And Similar Paid$233,357PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$356,214CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$124,501PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$126,644CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$84,284PYOtherExpensesAmt
CY Other Expenses$91,758CYOtherExpensesAmt
PY Total Expenses$442,142PYTotalExpensesAmt
CY Total Expenses$574,616CYTotalExpensesAmt
PY Revenues Less Expenses$483,522PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,094,901CYRevenuesLessExpensesAmt
Total Assets BOY$4,921,139TotalAssetsBOYAmt
Total Assets EOY$5,982,098TotalAssetsEOYAmt
Total Liabilities BOY$127,043TotalLiabilitiesBOYAmt
Total Liabilities EOY$70,605TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,794,096NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,911,493NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$446,096ExpenseAmt
Grant$356,214GrantAmt
DescPrimary efforts were informational regarding intent to accumulate a permanent endowment with annual grants to benefit residents of the Morton area to be made from earnings.Desc
Total Program Service Expenses$446,096TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee3EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCOTT WITZIGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3092910434PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1105 E JEFFERSONAddressLine1Txt
CityMORTONCityNm
State AbbreviationILStateAbbreviationCd
ZIP61550ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JULIE ALBERS
TRUSTEE0.00Yes (X)$0$0$0
KARA KNEPP
TRUSTEE0.00Yes (X)$0$0$0
CHRISTINA TAYLOR
TRUSTEE0.00Yes (X)$0$0$0
JEFF KING
TRUSTEE0.00Yes (X)$0$0$0
HEATHER THOMPSON
TRUSTEE0.00Yes (X)$0$0$0
MIKE KRAFT
TRUSTEE0.00Yes (X)$0$0$0
JIM BENCKENDORF
PAST PRESIDENT0.00Yes (X)$0$0$0
MIKE ZABINSKI
TRUSTEE0.00Yes (X)$0$0$0
KIM GRYL
PRESIDENT0.00$0$0$0Yes (X)
DEREK FLOYD
TREASURER0.00$0$0$0Yes (X)
AMY JONES
SECRETARY0.00$0$0$0Yes (X)
SCOTT WITZIG
EXECUTIVE DIRECTOR45.00$92,871$0$2,872Yes (X)
JEFF MUNIZ
VICE PRESIDENT0.00$0$0$0Yes (X)
TIM GRONEWALD
TRUSTEE0.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$92,871TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,872TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,303,888AllOtherContributionsAmt
Total Contributions$1,303,888TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$105,276TotalRevenueColumnAmt
Exclusion$105,276ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$190,904SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$190,904SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$190,904TotalRevenueColumnAmt
Exclusion$190,904ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$25,443FundraisingGrossIncomeAmt
Fundraising Direct Expenses$683FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,760TotalRevenueColumnAmt
Exclusion$24,760ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Business900099BusinessCd
Total Revenue Column$44,689TotalRevenueColumnAmt
Related Or Exempt Func Income$44,689RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$44,689OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,669,517TotalRevenueColumnAmt
Related Or Exempt Func Income$44,689RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$320,940ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$342,214TotalAmt
Program Services$342,214ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Program Services$14,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$94,856TotalAmt
Program Services$18,971ProgramServicesAmt
Management And General$75,885ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$19,025TotalAmt
Program Services$3,805ProgramServicesAmt
Management And General$15,220ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,889TotalAmt
Management And General$2,889ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,162TotalAmt
Management And General$1,162ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$8,712TotalAmt
Management And General$8,712ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,893TotalAmt
Management And General$4,893ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$66,720TotalAmt
Program Services$66,720ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$338TotalAmt
Program Services$338ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,365TotalAmt
Management And General$9,365ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,639TotalAmt
Management And General$3,639ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,633TotalAmt
Management And General$1,633ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,687TotalAmt
Management And General$1,687ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$831TotalAmt
Management And General$831ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,604TotalAmt
Management And General$2,604ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total$48TotalAmt
Program Services$48ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$574,616TotalAmt
Program Services$446,096ProgramServicesAmt
Management And General$128,520ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$459,698BOYAmt
EOY$639,857EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,456,925BOYAmt
EOY$5,336,498EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,415BOYAmt
EOY$4,111EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,908LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$17,276LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,101BOYAmt
EOY$1,632EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,921,139BOYAmt
EOY$5,982,098EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,502BOYAmt
EOY$4,494EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$31,266BOYAmt
EOY$57,688EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$93,275BOYAmt
EOY$8,423EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,043BOYAmt
EOY$70,605EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$660,474BOYAmt
EOY$722,477EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,133,622BOYAmt
EOY$5,189,016EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,794,096BOYAmt
EOY$5,911,493EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,921,139BOYAmt
EOY$5,982,098EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,094,901ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$22,496NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,167,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$627,157CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$393,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$716,688CurrentTaxYearMinus1YearAmt
Current Tax Year$1,303,888CurrentTaxYearAmt
Total$4,208,640TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,167,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$627,157CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$393,261CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$716,688CurrentTaxYearMinus1YearAmt
Current Tax Year$1,303,888CurrentTaxYearAmt
Total$4,208,640TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,878,784SubstantialContributorsTotAmt
Public Support Total170$2,329,856PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$45,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$88,577CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$94,055CurrentTaxYearMinus1YearAmt
Current Tax Year$105,275CurrentTaxYearAmt
Total$425,842TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,925CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,745CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63,557CurrentTaxYearMinus1YearAmt
Current Tax Year$69,448CurrentTaxYearAmt
Total$400,801TotalAmt
FieldValueIRS element (for citing)
Total Support$5,035,283TotalSupportAmt
Public Support CY1700.46270PublicSupportCY170Pct
Public Support PY1700.44610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10, Explanation of Other Income:FormAndLineReferenceDesc
ExplanationMANAGEMENT FEES - 2013 Amount: $ 19,303. 2014 Amount: $ 31,519. 2015 Amount: $ 29,996. 2016 Amount: $ 33,155. 2017 Amount: $ 44,689. NET FUNDRAISING INCOME - 2013 Amount: $ 66,622. 2014 Amount: $ 65,607. 2015 Amount: $ 54,749. 2016 Amount: $ 30,402. 2017 Amount: $ 24,759.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held9DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held10FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$496,313DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$436,748FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$59,350DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$143,353FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$1,775,355DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$464,110FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,457,100BeginningYearBalanceAmt
Contributions$842,842ContributionsAmt
Investment Earnings Or Losses$316,138InvestmentEarningsOrLossesAmt
Grants Or Scholarships$212,861GrantsOrScholarshipsAmt
Other Expenditures$66,720OtherExpendituresAmt
End Year Balance$5,336,499EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,711,119BeginningYearBalanceAmt
Contributions$491,781ContributionsAmt
Investment Earnings Or Losses$496,947InvestmentEarningsOrLossesAmt
Grants Or Scholarships$184,687GrantsOrScholarshipsAmt
Other Expenditures$58,060OtherExpendituresAmt
End Year Balance$4,457,100EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,617,245BeginningYearBalanceAmt
Contributions$285,633ContributionsAmt
Investment Earnings Or Losses$39,344InvestmentEarningsOrLossesAmt
Grants Or Scholarships$179,583GrantsOrScholarshipsAmt
Other Expenditures$51,520OtherExpendituresAmt
End Year Balance$3,711,119EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,258,393BeginningYearBalanceAmt
Contributions$491,384ContributionsAmt
Investment Earnings Or Losses$74,372InvestmentEarningsOrLossesAmt
Grants Or Scholarships$160,414GrantsOrScholarshipsAmt
Other Expenditures$46,490OtherExpendituresAmt
End Year Balance$3,617,245EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,037,644BeginningYearBalanceAmt
Contributions$1,030,358ContributionsAmt
Investment Earnings Or Losses$316,892InvestmentEarningsOrLossesAmt
Grants Or Scholarships$95,925GrantsOrScholarshipsAmt
Other Expenditures$30,576OtherExpendituresAmt
End Year Balance$3,258,393EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.11740BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.88260TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,908OtherCostOrOtherBasisAmt
Depreciation$17,276DepreciationAmt
Book Value$1,632BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,632TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
PAYROLL LIABILITIES$2,249
AGENCY LIABILITIES$6,174
FieldValueIRS element (for citing)
Total Liability$8,423TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,704,695TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$22,495NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$12,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$34,495RevenueNotReportedAmt
Revenue Subtotal$1,670,200RevenueSubtotalAmt
Other Revenues Not Included-$683OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$683RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,669,517TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$587,299TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$12,000DonatedServicesUseFcltsAmt
Expenses Not Reported$12,000ExpensesNotReportedAmt
Expenses Subtotal$575,299ExpensesSubtotalAmt
Other Expenses Not Included-$683OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$683ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$574,616TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES OF THE FOUNDATION.
Part XI, Line 4b - Other Adjustments:FUNDRAISING EXPENSES NETTED AGAINST REVENUE -683.
Part XII, Line 4b - Other Adjustments:FUNDRAISING EXPENSES NETTED AGAINST REVENUE -683.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FUNDRAISING EVENTEvent1Nm
Gross Receipts Event1$25,443GrossReceiptsEvent1Amt
Gross Revenue Event1$25,443GrossRevenueEvent1Amt
Other Direct Expenses Event1$683OtherDirectExpensesEvent1Amt
Gross Receipts Total$25,443GrossReceiptsTotalAmt
Gross Revenue Total Events$25,443GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$683OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$683DirectExpenseSummaryEventsAmt
Net Income Summary$24,760NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Peoria Christian School
3506 N California AvePeoriaIL61603376006386501(c)(3)$8,500Education
Dickson Mounds Museum
10956 North Dickson Mounds RoadLewistownIL61542376018727501(c)(3)$6,073Education
(no name)
Hospice Services
Morton Public Library
315 W PershingMortonIL61550376002164501(c)(3)$7,950Reading programs and equipment needs
Blessed Sacrament Church
225 E Greenwood StMortonIL61550370808795501(c)(3)$88,253school addition and education
Peoria Symphony Orchestra
101 State StreetPeoriaIL61602370901338501(c)(3)$6,073advancement of the arts
Morton Unit School District 709
1050 S Fourth Ave Suite 200MortonIL61550501(c)(3)$39,664Performing and Visual Arts Education
University of Illinois FoundationWILL-FMTV
300 N Goodwin AvenueUrbanaIL61801376006007501(c)(3)$6,073Public Television and Radio
(no name)
research
(no name)
Medical treatments to needy individuals and families
(no name)
Museumm
(no name)
Museum
The Otter Creek Historical Society
107 E Main StOttervilleIL62052363253751501(c)(3)$6,100Restoration & maintenance of the Historic Hamilton Primary School
(no name)
Public Radio
We Care Inc
PO Box 16MortonIL61550371078601501(c)(3)$6,800Where needed to help individuals maintain independence and improve quality of life
Grace Presbyterian Church
9607 State Route 97PeoriaIL61615501(c)(3)$10,000EducationEducation
Advent Lutheran Church
1211 S Main StMortonIL61550371044801501(c)(3)$6,200Education
Morton Fine Arts Association
PO Box 80MortonIL61550261098022501(c)(3)$8,500Promotion of the Arts
Washington & Lee
204 W Washington StLexingtonVA24450540505977501(c)(3)$7,000Education
FieldValueIRS element (for citing)
Total501c3 Org13Total501c3OrgCnt
Total Other Org13TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient8RecipientCnt
Cash Grant$14,000CashGrantAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Kuhl Insurance CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionTrustees related to insurance company ownerRelationshipDescriptionTxt
Transaction$2,604TransactionAmt
TransactionThe Foundation purchases its business, workers comp, and D & O insurance from Kuhl & Company.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11bTHE FINANCE COMMITTEE REVIEWS FORM 990 AND REPORTS TO THE FULL BOARD BEFORE IT IS FILED WITH THE IRS.
Form 990, Part VI, Section B, line 12cTHE PRESIDENT REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
Form 990, Part VI, Section B, line 15The compensation committee of the Board of Directors performs an annual performance review of the Executor Director and all compensation is reviewed and approved as part of the budget process by the Board of Directors.
Form 990, Part VI, Section C, line 19THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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