KENOSHA COMMUNITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KENOSHA COMMUNITY FOUNDATION (EIN 39-6045289)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-29
IRS object ID
202543029349301224
Schema version
2024v5.2
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)
Return2025-10-29T07:39:39-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391648207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Andrea & OrendorffBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110411 Corporate Drive Ste 104AddressLine1Txt
CityPleasant PrairieCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53158ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396045289EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KENOSHA COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKENOBusinessNameControlTxt
Phone2626542412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 52ND STREETAddressLine1Txt
CityKENOSHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVE GEERTSENPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-10-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMike HeddenPreparerPersonNm
PTINP00744376PTIN
Phone2626577716PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVE GEERTSENPrincipalOfficerNm
Gross Receipts$4,372,958GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.KENOSHAFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1926FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionWe lead, serve and collaborate with donors to create enduring philanthropy.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers100TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$965,136PYContributionsGrantsAmt
CY Contributions Grants$2,612,210CYContributionsGrantsAmt
CY Program Service Revenue$24,705CYProgramServiceRevenueAmt
PY Investment Income$599,820PYInvestmentIncomeAmt
CY Investment Income$933,865CYInvestmentIncomeAmt
PY Other Revenue$439PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,565,395PYTotalRevenueAmt
CY Total Revenue$3,570,780CYTotalRevenueAmt
PY Grants And Similar Paid$774,155PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$960,636CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$118,006PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$137,077CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$100,949CYTotalFundraisingExpenseAmt
PY Other Expenses$917,799PYOtherExpensesAmt
CY Other Expenses$430,494CYOtherExpensesAmt
PY Total Expenses$1,809,960PYTotalExpensesAmt
CY Total Expenses$1,528,207CYTotalExpensesAmt
PY Revenues Less Expenses-$244,565PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,042,573CYRevenuesLessExpensesAmt
Total Assets BOY$14,891,642TotalAssetsBOYAmt
Total Assets EOY$17,080,387TotalAssetsEOYAmt
Total Liabilities BOY$2,664,143TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,713,098TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,227,499NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,367,289NetAssetsOrFundBalancesEOYAmt
MissionWe lead, serve and collaborate with donors to create enduring philanthropy.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,140,088ExpenseAmt
Grant$960,636GrantAmt
Revenue$24,705RevenueAmt
DescHELPING PEOPLE TO ENHANCE THE PRESENT AND INSURE THE FUTURE OF THE KENOSHA COMMUNITY THROUGH GRANTS TO EXEMPT ORGANIZATIONS AND SCHOLARSHIPS TO INDIVIDUALS IN THE COMMUNITY.Desc
Total Program Service Expenses$1,140,088TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAMY SKORUPSKIPersonNm
Phone2626542412PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 52ND STREETAddressLine1Txt
CityKENOSHACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53140ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
AMY GREIL
Executive Dir.40.000.00Yes (X)$91,080$0$0
FELLMAN KEN
Director1.000.00Yes (X)$0$0$0Yes (X)
GUTTORMSEN NEIL
Vice President1.000.00Yes (X)$0$0$0Yes (X)
BOTHE CATHY
Director1.000.00$0$0$0Yes (X)
GEERTSEN DAVE
President1.000.00Yes (X)$0$0$0Yes (X)
HARRINGTON-HEIDE JANE
Secretary1.000.00Yes (X)$0$0$0Yes (X)
HEIDE-POPPENBURG PAULA
Director1.000.00$0$0$0Yes (X)
MCTERNAN J MIKE
Director1.000.00$0$0$0Yes (X)
WILK JOAN
Director1.000.00$0$0$0Yes (X)
YOUNG JAMIE
Director1.000.00$0$0$0Yes (X)
JORGENSON-PUNTILLO ROBERTA
Director1.000.00$0$0$0Yes (X)
GREENE ADELENE
Director1.000.00$0$0$0Yes (X)
KEENAN KATE
Director1.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$91,080TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,612,210AllOtherContributionsAmt
Total Contributions$2,612,210TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMIN FEESDesc
Total Revenue Column$24,705TotalRevenueColumnAmt
Related Or Exempt Func Income$24,705RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$24,705TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$355,229TotalRevenueColumnAmt
Exclusion$355,229ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,380,814SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$802,178SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$578,636SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$578,636TotalRevenueColumnAmt
Related Or Exempt Func Income$578,636RelatedOrExemptFuncIncomeAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,570,780TotalRevenueColumnAmt
Related Or Exempt Func Income$603,341RelatedOrExemptFuncIncomeAmt
Exclusion$355,229ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$814,815TotalAmt
Program Services$814,815ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$145,821TotalAmt
Program Services$145,821ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$91,080TotalAmt
Management And General$91,080ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$36,256TotalAmt
Management And General$36,256ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$9,741TotalAmt
Management And General$9,741ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$68,067TotalAmt
Management And General$68,067ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,347TotalAmt
Management And General$3,347ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$104,074TotalAmt
Program Services$96,321ProgramServicesAmt
Management And General$7,753ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,921TotalAmt
Fundraising$8,921FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$20,251TotalAmt
Management And General$20,251ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,224TotalAmt
Management And General$9,224ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$27,166TotalAmt
Management And General$27,166ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,564TotalAmt
Fundraising$9,564FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,105TotalAmt
Management And General$3,105ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$9,135TotalAmt
Management And General$9,135ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
SPONSORED EVENTS$161,548$80,774$80,774
DUES AND SUBSCRIPTIONS$4,291$1,459$1,416$1,416
OTHER EXPENSES$1,781$891$268$622
EDUCATION/TRAINING$20$7$6$7

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,528,207TotalAmt
Program Services$1,140,088ProgramServicesAmt
Management And General$287,170ManagementAndGeneralAmt
Fundraising$100,949FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$578,770BOYAmt
EOY$226,221EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$343,901BOYAmt
EOY$118,326EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$126,952BOYAmt
EOY$411,204EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,634BOYAmt
EOY$5,384EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,323LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$10,781LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$39,843BOYAmt
EOY$39,542EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$13,741,053BOYAmt
EOY$16,236,629EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,489BOYAmt
EOY$43,081EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,891,642BOYAmt
EOY$17,080,387EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$461BOYAmt
EOY$63,304EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$245,000BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$2,362,193BOYAmt
EOY$1,606,714EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$56,489BOYAmt
EOY$43,080EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,664,143BOYAmt
EOY$1,713,098EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,236,071BOYAmt
EOY$1,486,683EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,991,428BOYAmt
EOY$13,880,606EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,227,499BOYAmt
EOY$15,367,289EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,891,642BOYAmt
EOY$17,080,387EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,042,573ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$771,750NetUnrlzdGainsLossesInvstAmt
Investment Expense-$5,394InvestmentExpenseAmt
Prior Period Adjustments$330,861PriorPeriodAdjustmentsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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$470,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,977,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$644,161CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$965,136CurrentTaxYearMinus1YearAmt
Current Tax Year$2,612,210CurrentTaxYearAmt
Total$6,669,569TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$470,393CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,977,669CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$644,161CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$965,136CurrentTaxYearMinus1YearAmt
Current Tax Year$2,612,210CurrentTaxYearAmt
Total$6,669,569TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$6,669,569PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$269,529CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$235,398CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$205,358CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$599,820CurrentTaxYearMinus1YearAmt
Current Tax Year$933,865CurrentTaxYearAmt
Total$2,243,970TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$439CurrentTaxYearMinus1YearAmt
Total$439TotalAmt
FieldValueIRS element (for citing)
Total Support$8,913,978TotalSupportAmt
Public Support CY1700.74820PublicSupportCY170Pct
Public Support PY1700.73920PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held5DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held55FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$98,800DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$2,322,253FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$175,800DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$1,935,953FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$1,445,768DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$9,615,815FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$11,072,002BeginningYearBalanceAmt
Contributions$1,603,304ContributionsAmt
Investment Earnings Or Losses$1,613,761InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,362,597GrantsOrScholarshipsAmt
Administrative Expenses$209,387AdministrativeExpensesAmt
End Year Balance$12,832,878EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,422,162BeginningYearBalanceAmt
Contributions$1,250,055ContributionsAmt
Investment Earnings Or Losses$1,647,366InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,051,099GrantsOrScholarshipsAmt
Administrative Expenses$171,575AdministrativeExpensesAmt
End Year Balance$11,072,002EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,035,948BeginningYearBalanceAmt
Contributions$505,956ContributionsAmt
Investment Earnings Or Losses-$1,977,256InvestmentEarningsOrLossesAmt
Grants Or Scholarships$989,458GrantsOrScholarshipsAmt
Administrative Expenses$153,028AdministrativeExpensesAmt
End Year Balance$10,422,162EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,783,815BeginningYearBalanceAmt
Contributions$1,848,413ContributionsAmt
Investment Earnings Or Losses$1,423,735InvestmentEarningsOrLossesAmt
Grants Or Scholarships$844,076GrantsOrScholarshipsAmt
Administrative Expenses$155,677AdministrativeExpensesAmt
End Year Balance$13,056,210EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,902,623BeginningYearBalanceAmt
Contributions$468,924ContributionsAmt
Investment Earnings Or Losses$1,349,227InvestmentEarningsOrLossesAmt
Grants Or Scholarships$814,780GrantsOrScholarshipsAmt
Administrative Expenses$122,179AdministrativeExpensesAmt
End Year Balance$10,783,815EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09090BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.68750PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.23060TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Related Org List Sch RfalseRelatedOrgListSchRInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,844OtherCostOrOtherBasisAmt
Depreciation$5,198DepreciationAmt
Book Value$36,646BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,479OtherCostOrOtherBasisAmt
Depreciation$5,583DepreciationAmt
Book Value$2,896BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$39,542TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
NON-CURRENT OPERATING LEASE LIABILITY$29,200
OPERATING LEASE LIABILITY$13,880
FieldValueIRS element (for citing)
Total Liability$43,080TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$4,337,138TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$771,750NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$6,825DonatedServicesAndUseFcltsAmt
Revenue Not Reported$778,575RevenueNotReportedAmt
Revenue Subtotal$3,558,563RevenueSubtotalAmt
Investment Expenses Not Incld$12,217InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$12,217RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,570,780TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,522,815TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$6,825DonatedServicesUseFcltsAmt
Expenses Not Reported$6,825ExpensesNotReportedAmt
Expenses Subtotal$1,515,990ExpensesSubtotalAmt
Investment Expenses Not Incld2$12,217InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$12,217ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,528,207TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part IV, Line 2b: Explanation of escrow account liabilityTHE FOUNDATION HOLDS FUNDS FOR THE BENEFIT OF CERTAIN NONPROFIT ORGANIZATIONS SOLELY FOR INVESTMENT MANAGEMENT PURPOSES AND DISBURSES THE FUNDS AT THE REQUEST OF THE NONPROFIT AFTER BOARD APPROVAL.
Part V, Line 4: Intended uses of the endowment fund.ENDOWMENT FUNDS ARE MAINTAINED TO PROVIDE LONG TERM SUPPORT TO THE YOUTH, DISADVANTAGED, AND QUALIFIED CHARITABLE ORGANIZATIONS IN THE KENOSHA AREA.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (28 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BOYS & GIRLS CLUB OF KENOSHA
1330 52ND STREETKENOSHAWI53140391732935501(c)(3)$25,315$0ANNUAL DISTRIBUTION
BOYS TOWN
14100 CRAWFORD STREETBOYS TOWNNE68010470376606501(c)(3)$15,000$0ANNUAL DISTRIBUTION
BROOKSIDE CARE CENTER
3506 Washington RoadKENOSHAWI53144$21,081$0
CAL FARLEYS
600 SW 11TH AVEAMARILLOTX79101750808768501(c)(3)$15,000$0ANNUAL DISTRIBUTION
CARTHAGE COLLEGE
2001 ALFORD PARK DRIVEKENOSHAWI53140390661496501(c)(3)$17,200$0ANNUAL DISTRIBUTION
CUSH
PO Box 1324KENOSHAWI53141201643797501(c)(3)$6,000$0APPROVED GRANT
ELCA URBAN OUTREACH
6218 26th AveKENOSHAWI53143026382602501(c)(3)$6,000$0APPROVED GRANT
GODS KITCHEN OF KENOSHA
2408 53rd StKENOSHAWI53140823139194501(c)(3)$25,186$0APPROVED GRANT
GRANTS LESS THAN 5000
600 52ND STREETKENOSHAWI53140$173,281$0
HYSLOP FOUNDATION
880 GREEN BAY RDKENOSHAWI53144396061420501(c)(3)$100,000$0ANNUAL DISTRIBUTION
KAFASI
7730 Sheridan RdKENOSHAWI53143391132382501(c)(3)$17,000$0APPROVED GRANT
KENOSHA ACHIEVEMENT CENTER
1218 79TH STKENOSHAWI53143391399101501(c)(3)$19,250$0APPROVED GRANT
KENOSHA COMMUNITY MEDIA
7979 38th AvenueKENOSHAWI53142200713875501(c)(3)$8,100$0ANNUAL DISTRIBUTION
KENOSHA COMMUNITY SC
443 50th StKENOSHAWI53140263026535501(c)(3)$10,000$0APPROVED GRANT
KENOSHA COUNTY FOOD BANK
PO BOX 394KenoshaWI53141843700363501(c)(3)$10,200$0ANNUAL DISTRIBUTION
KENOSHA CREATIVE SPACE
624 57th StKenoshaWI53140300947971501(c)(3)$7,731$0APPROVED GRANT
KENOSHA LITERACY COUNCIL
2419 63rd StKENOSHAWI53143391601969501(c)(3)$14,150$0APPROVED GRANT
KENOSHA MUSEUM FOUNDATION
5500 FIRST AVEKENOSHAWI53140203623211501(c)(3)$7,250$0APPROVED GRANT
KENOSHA YMCA
7101 53RD STREETKenoshaWI53144390826296501(c)(3)$22,885$0ANNUAL DISTRIBUTION
MILWAUKEE RESCUE MISSION
830 N 19TH STMILWAUKEEWI53233390816851501(c)(3)$15,000$0ANNUAL DISTRIBUTION
NEW LIFE LUTHERAN
6127 Green Bay RdKENOSHAWI53142113672383501(c)(3)$100,000$0APPROVED GRANT
PEACE LEARNING CIRCLES
614 16TH PLKENOSHAWI53140300653420501(c)(3)$6,586$0APPROVED GRANT
RACINE VOCATIONAL MINISTRY
214 7th StRACINEWI53403710894219501(c)(3)$10,000$0ANNUAL DISTRIBUTION
SALVATION ARMY
615 Slaters LaneALEXANDRIAVA22314222406433501(c)(3)$17,000$0ANNUAL DISTRIBUTION
SHORELAND LUTHERAN HS
9026 12TH STKENOSHAWI53144237140277501(c)(3)$100,000$0ANNUAL DISTRIBUTION
SPONSORSHIPS LESS THAN 5000
600 52ND STREETKENOSHAWI53140$5,600$0
THE LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201510235174501(c)(3)$10,000$0ANNUAL DISTRIBUTION
WISCONSIN LUTHERAN SEMINARY
11831 N Seminary DrMEQUONWI53092260066049501(c)(3)$20,000$0ANNUAL DISTRIBUTION
FieldValueIRS element (for citing)
Total501c3 Org27Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient59RecipientCnt
Cash Grant$145,821CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceGrantmaker's Description of How Grants are UsedFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION DONATES TO LOCAL CHARITIES, OF WHICH THEY HAVE LONGSTANDING RELATIONSHIPS, AND MONITOR FUNDS DONATED FROM YEAR TO YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11bFORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE FILING.
Form 990, Part VI, Section B, Line 12cBOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST AS SOON AS THEY BECOME KNOWN. CONFLICTS OF INTEREST INQUIRIES ARE MADE ANNUALLY TO ALL BOARD MEMBERS.
Form 990, Part VI, Section B, Line 15aTHE EXECUTIVE DIRECTOR HAS A WRITTEN CONTRACT THAT IS REVEIWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD.
Form 990, Part VI, Section C, Line 19AVAILABLE UPON REQUEST.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.