SOUTHERN MINNESOTA INITIATIVE FOUNDATION: Form 990, tax year 2016
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- Organization
- SOUTHERN MINNESOTA INITIATIVE FOUNDATION (EIN 36-3454285)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-02
- IRS object ID
- 201830339349301103
- Schema version
- 2016v3.0
- 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 | 2018-02-02T11:41:31-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 310 BROADWAY AVENUE S SUITE 300 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | 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 AVENUE | 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 | 2018-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL W EDWARDS | PreparerPersonNm |
| PTIN | P00043974 | PTIN |
| Phone | 5072886476 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-29 | IPDt |
| IP Tm | 11:07:21 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 77CC049C01441EF7961752BDACBBFF828AE1FAD9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 77CC049C01441EF7961752BDACBBFF828AE1FAD9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN CONZEMIUS | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,090,228 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.SMIFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | PROMOTES REGIONAL ECONOMIC OPPORTUNITIES AND COLLABORATIONS WITH A FOCUS ON (CONT. ON SCH. O)ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT, BY PROVIDING GRANTS, LOANS AND TECHNICAL ASSISTANCE TO NONPROFITS, GOVERNMENT AGENCIES AND BUSINESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 59 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,426,529 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,170,191 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $241,946 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $234,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,124,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,534,132 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,792,854 | PYTotalRevenueAmt |
| CY Total Revenue | $7,938,479 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,321,995 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,539,005 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,823,468 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,870,907 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $190,238 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,026,701 | PYOtherExpensesAmt |
| CY Other Expenses | $1,481,289 | CYOtherExpensesAmt |
| PY Total Expenses | $4,172,164 | PYTotalExpensesAmt |
| CY Total Expenses | $4,891,201 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,620,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,047,278 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,744,900 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,959,519 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,671,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,466,931 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $40,073,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,492,588 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROMOTES REGIONAL ECONOMIC OPPORTUNITIES AND COLLABORATIONS WITH A FOCUS ON ENTREPRENEURS AND EARLY CHILDHOOD DEVELOPMENT, BY PROVIDING GRANTS, LOANS AND TECHNICAL ASSISTANCE TO NONPROFITS, GOVERNMENT AGENCIES AND BUSINESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,795,907 | ExpenseAmt |
| Grant | $230,650 | GrantAmt |
| Revenue | $18,275 | 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 | $1,798,597 | ExpenseAmt |
| Grant | $728,893 | GrantAmt |
| Revenue | $9,275 | 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 | $422,689 | ExpenseAmt |
| Grant | $111,331 | GrantAmt |
| Revenue | $16,800 | 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 | $87,732 | ExpenseAmt |
| Grant | $468,131 | GrantAmt |
| Desc | COMMUNITY FOUNDATIONS (FISCAL HOST) | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $87,732 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $468,131 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $4,104,925 | 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 | 59 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVE FISK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COLLEEN SKILLINGS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUE KOLLING | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUNE REINEKE | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JENNIFER SAWYER | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUZANNE BLUE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA CLARKE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED KRAHMER | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID KRUEGER | |||||||
| MEMBER AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TRACY JEVNING | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADENUGA ATEWOLOGUN | |||||||
| MEMBER AT LARGE | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CYNTHIA SCHEID | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUE HARRIS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN PETERSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| COREY MENSINK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY PENNY | |||||||
| PRESIDENT/CEO | 40.00 | $160,728 | $0 | $32,233 | Yes (X) | ||
| BRIAN CONZEMIUS | |||||||
| VICE PRESIDENT/CFO | 40.00 | $107,971 | $0 | $23,977 | Yes (X) | ||
| PAMELA BISHOP | |||||||
| VP OF ECONOMIC DEVELOPMENT | 40.00 | $108,526 | $0 | $4,172 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $377,225 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,382 | 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 | $35,127 | FundraisingAmt |
| Government Grants | $973,789 | GovernmentGrantsAmt |
| All Other Contributions | $5,161,275 | AllOtherContributionsAmt |
| Noncash Contributions | $462,822 | NoncashContributionsAmt |
| Total Contributions | $6,170,191 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN INTEREST | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $234,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,156 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $234,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $666,400 | TotalRevenueColumnAmt |
| Exclusion | $666,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,998,190 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,130,458 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $867,732 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $867,732 | TotalRevenueColumnAmt |
| Exclusion | $867,732 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,291 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,127 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $21,291 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,938,479 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $234,156 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,534,132 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,463,671 | TotalAmt |
| Program Services | $1,463,671 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,334 | TotalAmt |
| Program Services | $75,334 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $324,909 | TotalAmt |
| Program Services | $144,127 | ProgramServicesAmt |
| Management And General | $162,063 | ManagementAndGeneralAmt |
| Fundraising | $18,719 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,211,294 | TotalAmt |
| Program Services | $1,007,545 | ProgramServicesAmt |
| Management And General | $116,516 | ManagementAndGeneralAmt |
| Fundraising | $87,233 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,283 | TotalAmt |
| Program Services | $34,773 | ProgramServicesAmt |
| Management And General | $6,805 | ManagementAndGeneralAmt |
| Fundraising | $4,705 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,309 | TotalAmt |
| Program Services | $164,489 | ProgramServicesAmt |
| Management And General | $3,715 | ManagementAndGeneralAmt |
| Fundraising | $14,105 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,112 | TotalAmt |
| Program Services | $68,831 | ProgramServicesAmt |
| Management And General | $28,680 | ManagementAndGeneralAmt |
| Fundraising | $8,601 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,200 | TotalAmt |
| Program Services | $11,296 | ProgramServicesAmt |
| Management And General | $2,904 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,225 | TotalAmt |
| Program Services | $2,120 | ProgramServicesAmt |
| Management And General | $41,105 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,500 | TotalAmt |
| Management And General | $168,500 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,908 | TotalAmt |
| Program Services | $279,027 | ProgramServicesAmt |
| Management And General | $700 | ManagementAndGeneralAmt |
| Fundraising | $6,181 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,414 | TotalAmt |
| Program Services | $26,444 | ProgramServicesAmt |
| Management And General | $783 | ManagementAndGeneralAmt |
| Fundraising | $8,187 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,306 | TotalAmt |
| Program Services | $181,007 | ProgramServicesAmt |
| Management And General | $18,315 | ManagementAndGeneralAmt |
| Fundraising | $18,984 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,525 | TotalAmt |
| Program Services | $12,721 | ProgramServicesAmt |
| Management And General | $1,625 | ManagementAndGeneralAmt |
| Fundraising | $4,179 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,399 | TotalAmt |
| Program Services | $58,849 | ProgramServicesAmt |
| Management And General | $11,819 | ManagementAndGeneralAmt |
| Fundraising | $7,731 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,467 | TotalAmt |
| Program Services | $89,190 | ProgramServicesAmt |
| Management And General | $322 | ManagementAndGeneralAmt |
| Fundraising | $6,955 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,733 | TotalAmt |
| Program Services | $17,733 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,865 | TotalAmt |
| Program Services | $20,180 | ProgramServicesAmt |
| Management And General | $3,803 | ManagementAndGeneralAmt |
| Fundraising | $1,882 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,911 | TotalAmt |
| Program Services | $20,198 | ProgramServicesAmt |
| Management And General | $1,146 | ManagementAndGeneralAmt |
| Fundraising | $567 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBTS | $274,740 | $274,740 | $0 | $0 |
| OTHER EXPENSES | $157,586 | $152,650 | $2,727 | $2,209 |
| BOARD EXPENSE | $24,510 | $0 | $24,510 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,891,201 | TotalAmt |
| Program Services | $4,104,925 | ProgramServicesAmt |
| Management And General | $596,038 | ManagementAndGeneralAmt |
| Fundraising | $190,238 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,905,953 | BOYAmt |
| EOY | $3,152,070 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,847 | BOYAmt |
| EOY | $3,445,887 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,384,143 | BOYAmt |
| EOY | $3,425,996 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,461 | BOYAmt |
| EOY | $37,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,088,115 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $580,491 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,297 | BOYAmt |
| EOY | $507,624 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,562,390 | BOYAmt |
| EOY | $38,373,615 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,809 | BOYAmt |
| EOY | $16,768 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,744,900 | BOYAmt |
| EOY | $48,959,519 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,177 | BOYAmt |
| EOY | $136,768 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,875 | BOYAmt |
| EOY | $95,313 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,000 | BOYAmt |
| EOY | $352,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,957,154 | BOYAmt |
| EOY | $2,683,616 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,668 | BOYAmt |
| EOY | $199,234 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,671,874 | BOYAmt |
| EOY | $3,466,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580,433 | BOYAmt |
| EOY | $2,997,100 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,499,573 | BOYAmt |
| EOY | $21,134,746 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,993,020 | BOYAmt |
| EOY | $21,360,742 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,073,026 | BOYAmt |
| EOY | $45,492,588 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,744,900 | BOYAmt |
| EOY | $48,959,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,047,278 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,372,284 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,356,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,470,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,688,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,170,191 | CurrentTaxYearAmt |
| Total | $19,111,443 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,356,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,470,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,688,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,426,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,170,191 | CurrentTaxYearAmt |
| Total | $19,111,443 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,449,738 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,661,705 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $727,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $689,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $696,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $677,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $666,400 | CurrentTaxYearAmt |
| Total | $3,457,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,568,726 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,203,407 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49190 | 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 |
| Mailings Members | $15 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $1,070 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $1,085 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 5 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $19,445 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $30,620 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,493,759 | 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 | $31,115,350 | BeginningYearBalanceAmt |
| Contributions | $633,376 | ContributionsAmt |
| Investment Earnings Or Losses | $3,537,930 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $92,596 | OtherExpendituresAmt |
| End Year Balance | $35,194,060 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,962,516 | BeginningYearBalanceAmt |
| Contributions | $811,358 | ContributionsAmt |
| Investment Earnings Or Losses | $4,589,145 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,143,157 | GrantsOrScholarshipsAmt |
| End Year Balance | $32,219,862 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,773,912 | BeginningYearBalanceAmt |
| Contributions | $1,272,691 | ContributionsAmt |
| Investment Earnings Or Losses | $3,033,613 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,117,700 | GrantsOrScholarshipsAmt |
| End Year Balance | $27,962,516 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $718,685 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,892 | DepreciationAmt |
| Book Value | $421,793 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,430 | OtherCostOrOtherBasisAmt |
| Depreciation | $269,054 | DepreciationAmt |
| Book Value | $20,376 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,545 | DepreciationAmt |
| Book Value | $65,455 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $507,624 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS | Desc |
| Book Value | $38,373,615 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,373,615 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ADVANCES | $74,910 |
| LINE OF CREDIT | $124,324 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $199,234 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,142,263 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,372,284 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$168,500 | OtherRevenueAmt |
| Revenue Not Reported | $2,203,784 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,938,479 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,938,479 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,722,701 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,722,701 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $168,500 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $168,500 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,891,201 | 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, 2017, THERE IS NO MATERIAL AMOUNT OF UNRELATED BUSINESS INCOME. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER APPLICABLE MINNESOTA STATUTES. EFFECTIVE JULY 1, 2009, THE FOUNDATION ADOPTED THE PROVISIONS OF ASC 740, INCOME TAXES, RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (PREVIOUSLY FIN 48). THESE PROVISIONS CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS IN ACCORDANCE WITH ASC 740. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DERECOGNITION OF TAX BENEFITS, CLASSIFICATION ON THE BALANCE SHEET, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE INTERPRETATION REQUIRES THAT THE ENTITY RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION IF THAT POSITION WILL MORE LIKELY THAN NOT BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE ENTITY SHOULD PRESUME THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT. INCOME TAX POSITIONS MUST MEET A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AT THE EFFECTIVE DATE TO BE RECOGNIZED UPON THE ADOPTION OF THESE PROVISIONS AND IN SUBSEQUENT PERIODS. THE ADOPTION OF THE ASC 740 PROVISIONS HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AT JUNE 30, 2017 THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2014 TO 2016. AT JUNE 30, 2017, THE FOUNDATION DID NOT RECORD LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED WITH REVENUE -168,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES NETTED WITH REVENUE 168,500. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SVACF ANNUAL BANQUET | Event1Nm |
| Gross Receipts Event1 | $21,315 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,899 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,416 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,700 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $6,716 | OtherDirectExpensesEvent1Amt |
| Event2 | HACF ANNUAL BANQUET | Event2Nm |
| Gross Receipts Event2 | $18,359 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $15,509 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,850 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $428 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $2,422 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $16,744 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,719 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $10,025 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,025 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $56,418 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,127 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,291 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,128 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,163 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,291 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (89 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT LEA AREA SCHOOLS | ||||||||||
| 211 RICHWAY DR W | ALBERT LEA | MN | 56007 | 416001171 | SCHOOL/EDUCATION | $5,591 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | |||
| AMERICAN FAMILY INSURANCE MCCABE PROPERTIES LLC | ||||||||||
| 21 W MAIN ST | MADELIA | MN | 56062 | 477661593 | MADELIA BUSINESS FIRE RECOVERY ASSISTANCE | $5,000 | ||||
| AUSTIN COMMUNITY GROWTH VENTURES LLC | ||||||||||
| 329 N MAIN ST STE 106L | AUSTIN | MN | 55912 | 475042107 | 501C3 | AUSTIN COMMERCIALIZATION CO-WORKING SPACE | $20,000 | |||
| AUSTIN PUBLIC SCHOOLS | ||||||||||
| 401 3RD ST NW | AUSTIN | MN | 55912 | 416002526 | SCHOOL/EDUCATION | SOCIAL EMOTIONAL DEVELOPMENT IN THE DAYCARE/SCHOOL ALIGNMENT | $12,000 | |||
| BLOOMING PRAIRIE PUBLIC SCHOOLS | ||||||||||
| 202 4TH AVE NW | BLOOMING PRAIRIE | MN | 55917 | 416004108 | SCHOOL/EDUCATION | $8,243 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| BLUE EARTH ECONOMIC DEVELOPMENT AUTHORITY | ||||||||||
| 125 6TH ST W | BLUE EARTH | MN | 56013 | 416004991 | GOVERNMENT | AGRICULTURAL CENTER PARKING LOT RESURFACING | $13,327 | |||
| CCR&R INC DBA FAMILIES FIRST OF MINNESOTA | ||||||||||
| 126 WOODLAKE DR SE | ROCHESTER | MN | 55904 | 410987753 | 501C3 | SOMALI COMMUNITY LIAISON - CHILD CARE AWARE | $17,000 | |||
| CHURCH OF ST ANNE OF LE SUEUR | ||||||||||
| 511 4TH ST N | LE SUEUR | MN | 56058 | 410724077 | 501C3 | SUPPORT FOR ST ANNE'S SCHOOL | $10,000 | |||
| CITY OF BLUE EARTH | ||||||||||
| 125 6TH ST W | BLUE EARTH | MN | 56013 | 416004991 | GOVERNMENT | COMMUNITY FOUNDATION SUPPORT FOR COMMUNITY PROGRAMS AND ACTIVITIES | $7,295 | |||
| CITY OF HARMONY | ||||||||||
| 225 3RD AVE SW | HARMONY | MN | 55939 | 416005218 | GOVERNMENT | COMMUNITY FOUNDATION SUPPORT FOR COMMUNITY PROGRAMS AND ACTIVITIES | $6,500 | |||
| CITY OF HENDERSON | ||||||||||
| 600 MAIN ST | HENDERSON | MN | 56044 | 416005226 | GOVERNMENT | HENDERSON PARK SHELTER PROJECT | $10,000 | |||
| CITY OF LANESBORO | ||||||||||
| 202 PARKWAY AVE S | LANESBORO | MN | 55949 | 416005308 | GOVERNMENT | LANESBORO COMMUNITY INFORMATION PROJECT | $8,000 | |||
| CITY OF MAPLETON | ||||||||||
| PO BOX 366 | MAPLETON | MN | 56065 | 416005347 | GOVERNMENT | LIBRARY COMMUNITY PARK EQUIPMENT | $10,000 | |||
| CITY OF RUSHFORD | ||||||||||
| 101 MILL ST N | RUSHFORD | MN | 55971 | 416005505 | GOVERNMENT | VETERANS MEMORIAL PARK IN CREEKSIDE PARK | $18,200 | |||
| CITY OF RUSHFORD | ||||||||||
| 101 MILL ST N | RUSHFORD | MN | 55971 | 416005505 | GOVERNMENT | CABLE ACCESS PUBLIC CHANNEL/CREEKSIDE SHELTER/POOL SHELTER | $5,000 | |||
| CITY OF SPRING VALLEY | ||||||||||
| 201 BROADWAY ST S | SPRING VALLEY | MN | 55975 | 416005554 | GOVERNMENT | LIFE TRAIL FITNESS EQUIPMENT/COMMUNITY PROGRAMS | $10,493 | |||
| CITY OF ST JAMES | ||||||||||
| 124 ARMSTRONG BLVD | ST JAMES | MN | 56081 | 416005517 | GOVERNMENT | MARKETING AND BRANDING PROJECT FOR ST. JAMES | $17,125 | |||
| CITY OF ST JAMES | ||||||||||
| 124 ARMSTRONG BLVD | ST JAMES | MN | 56081 | 416005517 | GOVERNMENT | LIFE TRAIL FITNESS EQUIPMENT/COMMUNITY PROGRAMS | $7,500 | |||
| CITY OF STEWARTVILLE | ||||||||||
| 105 1ST ST E | STEWARTVILLE | MN | 55976 | 416005563 | GOVERNMENT | BUSINESS INCUBATION ASSISTANCE AND EDUCATION | $9,000 | |||
| CITY OF WABASHA | ||||||||||
| 900 HIAWATHA DR E | WABASHA | MN | 55981 | 416005601 | GOVERNMENT | COMMUNITY FOUNDATION SUPPORT OF COMMUNITY PROGRAMS AND ACTIVITIES | $6,028 | |||
| CITY OF WYKOFF | ||||||||||
| 217 GOLD ST N | WYKOFF | MN | 55990 | 416005657 | GOVERNMENT | COMMUNITY FOUNDATION SUPPORT FOR WYKOFF VETERANS MEMORIAL | $30,344 | |||
| DODGE COUNTY PUBLIC HEALTH | ||||||||||
| 42 MAIN ST E | DODGE CENTER | MN | 55927 | 416005790 | GOVERNMENT | $8,387 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| FAIRMONT AREA SCHOOLS | ||||||||||
| 714 VICTORIA ST | FAIRMONT | MN | 56031 | 411833686 | SCHOOL/EDUCATION | $5,591 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| FAIRMONT AREA SCHOOLS | ||||||||||
| 714 VICTORIA ST | FAIRMONT | MN | 56031 | 411833686 | SCHOOL/EDUCATION | MARTIN COUNTY EARLY CHILDHOOD DENTAL NETWORK/PREK-GRADE 3 ALIGNMENT PLANNING/EARLY CHILDHOOD ON THE GO | $15,290 | |||
| FILLMORE CENTRAL SCHOOL DISTRICT | ||||||||||
| 702 CHATFIELD ST | PRESTON | MN | 55965 | 411809022 | SCHOOL/EDUCATION | BASEBALL FIELD RENOVATION/BACKPACK SCHOOL SUPPLIES PROGRAM | $4,200 | |||
| FILLMORE CENTRAL SCHOOL DISTRICT | ||||||||||
| 702 CHATFIELD ST | PRESTON | MN | 55965 | 411809022 | SCHOOL/EDUCATION | $4,659 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| FILLMORE COUNTY PUBLIC HEALTH | ||||||||||
| 902 HOUSTON ST NW STE 2 | PRESTON | MN | 55965 | 416005794 | GOVERNMENT | $9,785 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| FREEBORN COUNTY PUBLIC HEALTH | ||||||||||
| 411 S BROADWAY | ALBERT LEA | MN | 56007 | 416005795 | GOVERNMENT | HEALTHY FAMILIES HOME VISITING PROGRAM | $9,500 | |||
| HC GUNDERSON | ||||||||||
| 105 WEST MAIN | MADELIA | MN | 56062 | 472507979 | MADELIA BUSINESS FIRE RECOVERY ASSISTANCE | $15,000 | ||||
| HARMONY AREA HISTORICAL SOCIETY | ||||||||||
| 740 3RD AVE SE | HARMONY | MN | 55939 | 342045684 | 501C3 | HARMONY HISTORICAL PROJECT - HARMONY AREA CF | $10,000 | |||
| HOPE AND FAITH FLORAL & GIFTS | ||||||||||
| 23 MAIN ST W | MADELIA | MN | 56062 | 262414413 | MADELIA BUSINESS FIRE RECOVERY ASSISTANCE | $15,000 | ||||
| HOUSTON COUNTY PUBLIC HEALTH | ||||||||||
| 611 VISTA DR | CALEDONIA | MN | 55921 | 416005804 | GOVERNMENT | GROW, LEARN, READ, EVERY DAY, TO SUCCEED | $20,000 | |||
| HOUSTON COUNTY PUBLIC HEALTH | ||||||||||
| 611 VISTA DR | CALEDONIA | MN | 55921 | 416005804 | GOVERNMENT | $7,455 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| IMMANUEL LUTHERAN CHURCH | ||||||||||
| 30 S WABASHA | PLAINVIEW | MN | 55964 | 410764109 | 501C3 | PLAYGROUND EQUIPMENT UPDATE IMMANUEL LUTHERAN SCHOOL | $11,000 | |||
| JUNIOR ACHIEVEMENT OF THE UPPER MIDWEST | ||||||||||
| PO BOX 844 | OWATONNA | MN | 55060 | 411424988 | 501C3 | JUNIOR ACHIEVEMENT COMPANY PROGRAM SOUTHERN MN EXPANSION | $10,000 | |||
| KAY'S UPHOLSTERY | ||||||||||
| 319 3RD ST SW | MADELIA | MN | 56062 | 477547101 | MADELIA BUSINESS FIRE RECOVERY ASSISTANCE | $5,000 | ||||
| KENYON-WANAMINGO SCHOOL DISTRICT | ||||||||||
| 400 6TH ST | WANAMINGO | MN | 55946 | 411780357 | SCHOOL/EDUCATION | $8,387 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| KENYON-WANAMINGO SCHOOL DISTRICT | ||||||||||
| 400 6TH ST | WANAMINGO | MN | 55946 | 411780357 | SCHOOL/EDUCATION | KENYON-WANAMINGO EARLY CHILDHOOD INITIATIVE | $21,500 | |||
| KENYON-WANAMINGO SCHOOL DISTRICT | ||||||||||
| 400 6TH ST | WANAMINGO | MN | 55946 | 411780357 | SCHOOL/EDUCATION | COMMUNITY BALL FIELD IMPROVEMENTS | $20,216 | |||
| KINGSLAND PUBLIC SCHOOLS | ||||||||||
| 705 SECTION AVE N | SPRING VALLEY | MN | 55975 | 411740007 | SCHOOL/EDUCATION | MISSOULA CHILDREN'S THEATER/STEM SUMMER SCHOOL | $6,500 | |||
| KINGSLAND PUBLIC SCHOOLS | ||||||||||
| 705 SECTION AVE N | SPRING VALLEY | MN | 55975 | 411740007 | SCHOOL/EDUCATION | $7,455 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| LA PLAZA FIESTA | ||||||||||
| 15 MAIN ST W | MADELIA | MN | 56062 | 454060331 | MADELIA BUSINESS FIRE RECOVERY ASSISTANCE | $15,000 | ||||
| LAKE CRYSTAL WELLCOME MEMORIAL SCHOOL DISTRICT | ||||||||||
| 607 KNIGHTS LN | LAKE CRYSTAL | MN | 56055 | 411680296 | SCHOOL/EDUCATION | OUR COMMUNITY, OUR KIDS/PREK-GRADE 3 ALIGNMENT PLANNING | $13,140 | |||
| LAKE CRYSTAL WELLCOME MEMORIAL SCHOOLS | ||||||||||
| 607 KNIGHTS LN | LAKE CRYSTAL | MN | 56055 | 411680296 | SCHOOL/EDUCATION | $3,728 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| LAKE CRYSTAL WELLCOME MEMORIAL SCHOOLS | ||||||||||
| 607 KNIGHTS LN | LAKE CRYSTAL | MN | 56055 | 411680296 | SCHOOL/EDUCATION | BLUE EARTH & NICOLLET COUNTY EARLY CHILDHOOD DENTAL NETWORK | $12,500 | |||
| MAPLE RIVER SCHOOLS | ||||||||||
| PO BOX 515 | MAPLETON | MN | 56065 | 411734559 | SCHOOL/EDUCATION | STUDENT ACTIVITY SUPPORT INCLUDING MUSIC, SCIENCE, THEATER, ATHLETICS AND TECHNOLOGY | $34,119 | |||
| MAPLETON AREA CHAMBER OF COMMERCE | ||||||||||
| PO BOX 288 | MAPLETON | MN | 56065 | 411855221 | 501C6 | SNOWFLAKE DAZZLE COMMUNITY EVENT | $7,000 | |||
| MARTIN COUNTY WEST SCHOOLS | ||||||||||
| 105 5TH ST E | SHERBURN | MN | 56171 | 411716840 | SCHOOL/EDUCATION | $13,978 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| MARTIN COUNTY WEST SCHOOLS | ||||||||||
| 105 5TH ST E | SHERBURN | MN | 56171 | 411716840 | SCHOOL/EDUCATION | $7,428 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| MEDFORD PUBLIC SCHOOLS | ||||||||||
| 750 2ND AVE SE | MEDFORD | MN | 55049 | 416004065 | SCHOOL/EDUCATION | $12,318 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| MINNESOTA VALLEY ACTION COUNCIL | ||||||||||
| 706 NORTH VICTORY DRIVE | MANKATO | MN | 56001 | 416050353 | 501C3 | $31,671 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| MN STATE UNIVERSITY MANKATO | ||||||||||
| 150 MORRIS HALL | MANKATO | MN | 56001 | 411687554 | SCHOOL/EDUCATION | COMMUNITY GROWTH INITIATIVE TO FOSTER ENTREPRENEURIAL KNOWLEDGE DEVELOPMENT | $25,000 | |||
| MN VALLEY ACTION COUNCIL | ||||||||||
| 706 NORTH VICTORY DRIVE | MANKATO | MN | 56001 | 416050353 | 501C3 | GROWING GREAT KIDS CURRICULUM TRAINING FOR HOME VISITING | $9,500 | |||
| MONSTER BASH INC | ||||||||||
| 155 4TH AVE SE | HARMONY | MN | 55939 | 814430355 | 501C3 | MONSTER BASH HAUNTED HOUSE PROJECT | $7,000 | |||
| NEW PRAGUE AREA SCHOOLS | ||||||||||
| 420 CENTRAL AVE | NEW PRAGUE | MN | 56071 | 416003815 | SCHOOL/EDUCATION | SOCIAL EMOTIONAL BOOK BAGS - TAKE HOME PROJECTS AND TRAINING FOR PREK TEACHERS AND CHILD CARE PROVIDERS | $10,000 | |||
| NEW PRAGUE PUBLIC SCHOOLS | ||||||||||
| 420 CENTRAL AVE | NEW PRAGUE | MN | 56071 | 416003815 | SCHOOL/EDUCATION | NEW PRAGUE EARLY CHILDHOOD INITIATIVE & ALIGNMENT PLANNING | $5,125 | |||
| NEW PRAGUE PUBLIC SCHOOLS | ||||||||||
| 420 CENTRAL AVE | NEW PRAGUE | MN | 56071 | 416003815 | SCHOOL/EDUCATION | $7,455 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| NORTHFIELD HEALTHY COMMUNITY INITIATIVE | ||||||||||
| 1651 JEFFERSON PKWY | NORTHFIELD | MN | 55057 | 262852506 | 501C3 | LIT BY THE ARTS: ARTS-BASED LITERACY PROGRAM | $14,740 | |||
| NORTHFIELD PUBLIC SCHOOLS | ||||||||||
| 1651 JEFFERSON PKWY | NORTHFIELD | MN | 55057 | 416008327 | SCHOOL/EDUCATION | RICE COUNTY EARLY CHILDHOOD DENTAL NETWORK/PREK-GRADE 3 ALIGNMENT PLANNING | $6,033 | |||
| NORTHFIELD PUBLIC SCHOOLS | ||||||||||
| 1651 JEFFERSON PKWY | NORTHFIELD | MN | 55057 | 416008327 | SCHOOL/EDUCATION | $13,046 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| NORTHFIELD PUBLIC SCHOOLS | ||||||||||
| 1651 JEFFERSON PKWY | NORTHFIELD | MN | 55057 | 416008327 | SCHOOL/EDUCATION | APOYANDO NUESTROS BEBES (SUPPORTING OUR BABIES) | $10,000 | |||
| OWATONNA FORWARD | ||||||||||
| PO BOX 1116 | OWATONNA | MN | 55060 | 363454285 | 501C3 | OWATONNA COMMUNITY VISIONING AND STEWARDSHIP PROJECT | $35,954 | |||
| PARENTING RESOURCE CENTER | ||||||||||
| 105 1ST ST SE STE A | AUSTIN | MN | 55912 | 411307920 | 501C3 | $5,591 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| PLAINVIEW ELGIN MILLVILLE COMMUNITY SCHOOL DISTRICT | ||||||||||
| 500 BROADWAY W | PLAINVIEW | MN | 55964 | 331134777 | SCHOOL/EDUCATION | COMMUNITY FOUNDATION SUPPORT FOR SCHOOL PROGRAMS | $11,030 | |||
| PROJECT SPLASH | ||||||||||
| 1149 CR 1500E | URBANA | IL | 61802 | 475598772 | STUDENT BUSINESS COMPETITION AWARD/ENTREPRENEURIAL BRIDGE | $5,000 | ||||
| REACH OUT AND READ MINNESOTA | ||||||||||
| 701 PARK AVE MAIL CODE G7 | MINNEAPOLIS | MN | 55415 | 811641189 | 501C3 | START-UP BOOK SUPPORT FOR REACH OUT AND READ | $10,000 | |||
| REGION NINE DEVELOPMENT COMMISSION | ||||||||||
| 10 CIVIC CENTER PLZ STE 3 | MANKATO | MN | 56002 | 410995425 | 501C3 | MEDTECH CONNECT - INVESTING IN MANUFACUTURING COMMUNITIES PARTNERSHIP | $20,000 | |||
| RICE COUNTY PUBLIC HEALTH | ||||||||||
| 320 3RD ST NW | FARIBAULT | MN | 55021 | 416005882 | GOVERNMENT | RICE COUNTY FAMILY CHILD HEALTH HOME VISITING PROGRAM | $9,500 | |||
| RIDGEWAY COMMUNITY SCHOOL | ||||||||||
| 35564 WINONA CO RD 12 | RIDGEWAY | MN | 55943 | 412015115 | SCHOOL/EDUCATION | $7,845 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| ROCHESTER AREA FOUNDATION | ||||||||||
| 12 ELTON HILLS DR NW | ROCHESTER | MN | 55901 | 416017740 | 501C3 | BYRON - MOST FIT CITY - PROVIDE ACCESS TO FITNESS EQUIPMENT AND EVENTS TO ALL MEMBERS OF COMMUNITY | $10,000 | |||
| ROCHESTER PUBLIC SCHOOLS | ||||||||||
| 615 7TH ST SW | ROCHESTER | MN | 55902 | 416002803 | SCHOOL/EDUCATION | $30,160 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| SAINT CHARLES PUBLIC SCHOOLS | ||||||||||
| 925 CHURCH AVE | ST CHARLES | MN | 55972 | 416004727 | SCHOOL/EDUCATION | EARLY LEARNING OUTDOOR COMMUNITY PLAYGROUND | $12,000 | |||
| SAINT JAMES PUBLIC SCHOOLS | ||||||||||
| 500 3RD AVE S | ST JAMES | MN | 56081 | 416004625 | SCHOOL/EDUCATION | WATONWAN COUNTY EARLY CHILDHOOD PROGRAMS | $12,061 | |||
| SAINT JAMES PUBLIC SCHOOLS | ||||||||||
| 500 3RD AVE S | ST JAMES | MN | 56081 | 416004625 | SCHOOL/EDUCATION | $14,250 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| SEMCAC | ||||||||||
| 204 ELM ST S | RUSHFORD | MN | 55971 | 410907135 | 501C3 | EARLY LEARNING AND DEVELOPMENT HOME-BASED PRESCHOOL | $20,000 | |||
| SEMCAC HEAD START | ||||||||||
| 204 ELM ST S | RUSHFORD | MN | 55971 | 410907135 | 501C3 | $12,565 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| SIBLEY COUNTY | ||||||||||
| 400 COURT AVE | GAYLORD | MN | 55334 | 416005897 | GOVERNMENT | COMMUNITY PROJECT TO UNIFY CITIES AND TOWNSHIPS IN SIBLEY COUNTY FOR ECONOMIC AND COMMUNITY GROWTH | $12,500 | |||
| ST CHARLES PUBLIC SCHOOLS | ||||||||||
| 925 CHURCH AVE | ST CHARLES | MN | 55972 | 416004727 | SCHOOL/EDUCATION | $7,334 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| THREE RIVERS COMMUNITY ACTION | ||||||||||
| 1414 NORTH ST DR | ZUMBROTA | MN | 55992 | 410906178 | 501C3 | $10,553 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| THREE RIVERS COMMUNITY ACTION INC | ||||||||||
| 1414 NORTH ST DR | ZUMBROTA | MN | 55992 | 410906178 | 501C3 | SE MINNESOTA REGIONAL TRANSIT PHASE I AND WABASHA COUNTY SENIOR PROGRAMS | $12,585 | |||
| UNITED WAY OF BROWN COUNTY | ||||||||||
| PO BOX 476 | NEW ULM | MN | 56073 | 416033115 | 501C3 | BROWN COUNTY EARLY CHILDHOOD DENTAL NETWORK | $8,750 | |||
| UNITED WAY OF BROWN COUNTY | ||||||||||
| PO BOX 476 | NEW ULM | MN | 56073 | 416033115 | 501C3 | LIBRARIANS BUILDING SOCIAL SKILLS | $10,000 | |||
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | 416042488 | SCHOOL/EDUCATION | MINNESOTA FOOD/AGRICULTURE/BEVERAGE SOURCELINK | $40,000 | |||
| WABASHA PUBLIC LIBRARY | ||||||||||
| 166 ALLEGHANY AVE | WABASHA | MN | 55981 | 416005601 | GOVERNMENT | CHILDREN'S LIBRARY EXPANSION PROJECT | $16,231 | |||
| WATERVILLE-ELYSIAN-MORRISTOWN PUBLIC SCHOOLS | ||||||||||
| 500 EAST PAQUIN ST | WATERVILLE | MN | 56096 | 411743364 | SCHOOL/EDUCATION | WEM GROWING GREAT KIDS HOME VISITING PROGRAM | $5,000 | |||
| WATONWAN COUNTY BEYOND THE YELLOW RIBBON | ||||||||||
| 108 8TH ST S STE 3 | ST JAMES | MN | 56081 | 272727487 | 501C3 | REACH OUT HOME VISITING PROGRAM | $9,500 | |||
| WATONWAN COUNTY HUMAN SERVICES | ||||||||||
| 715 2ND AVE S | ST JAMES | MN | 56081 | 416005922 | GOVERNMENT | $8,853 | CHILDRENS BOOKS DISTRIBUTED THROUGH EARLY CHILDHOOD PROGRAMS | FMV | BOOKS | |
| WINONA COMMUNITY FOUNDATION | ||||||||||
| 51 4TH ST E STE 314 | WINONA | MN | 55987 | 363500853 | 501C3 | COMMUNITY PREK-3 EDUSNAP INITIATIVE | $10,000 | |||
| YOUTH FIRST | ||||||||||
| 714 VICTORIA ST | FAIRMONT | MN | 56031 | 200671259 | SCHOOL/EDUCATION | HOME VISITOR PROJECT/HEALTHY START FOR FAIRMONT CHILDREN | $17,000 | |||
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 3 | $5,650 |
| HARDSHIP ASSISTANCE | 42 | $69,684 |
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 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 | $160,728 | 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 | $7,425 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $24,808 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $192,961 | 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 | $440,120 | 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 | $22,702 | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | SOUTHERN MINNESTOA INITITIVE FOUNDATION UPDATED THEIR AIRTICLES OF INCORPORATION AND BYLAWS THROUGH A LEGAL REVEIW TO ENSURE THEY WERE IN COMPLIANCE WITH STAUTORY LANGUAGE. |
| 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. |
| 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 | INFORMATION IS GIVEN ON OUR WEBSITE FOR REQUESTS AND THE CFO WILL MAKE ANY DOCUMENTS AVAILABLE UPON REQUEST. |
| 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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