2017-11-14T13:34:10-06:00 2017-06-30 390758449 Wipfli LLP 3703 Oakwood Hills Pkwy Eau Claire WI 54701 990 2016-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA COUNTY COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 MELINDA HAUN EXECUTIVE DIRECTOR 7157238125 2017-11-14 1 ROB GANSCHOW CPA P01374207 7158323407 2017-11-14 216.54.158.12 2017-11-14 08:20:00 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C3B7B9362EEFB03CE393196325E4A01B6C1A631A 2016 2017-02-10 21:41:12Z MELINDA HAUN PO BOX 153 CHIPPEWA FALLS WI 54729 5401488 0 X www.yourlegacyforever.org X 2001 WI ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTHROPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. 11 11 3 23 0 0 902649 275640 0 0 446584 714996 70489 94595 1419722 1085231 198311 211676 0 0 93186 102192 0 0 18994 99032 87734 390529 401602 1029193 683629 14689634 16405842 7170217 8026101 7519417 8379741 X ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTRHOPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. 0 0 344625 211676 86808 DURING FISCAL YEAR ENDED JUNE 30, 2017, 10 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 231 AND TOTAL ASSETS UNDER MANAGEMENT GREW FROM $14.6 MILLION TO $16.4 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $20 MILLION. 344625 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X Melinda Haun 7157238125 404 1/2 N BRIDGE STREET CHIPPEWA FALLS WI 54729 PATTI DARLEY DIRECTOR 1.00 X 0 0 0 SUSAN KERN IMMEDIATE PAST BOARD CHAIR 1.00 X 0 0 0 JEANNE BOISVERT DIRECTOR 1.00 X 0 0 0 PAUL J SALM TREASURER 1.00 X X 0 0 0 DAVID A JANKOSKI BOARD CHAIR 1.00 X X 0 0 0 LINDA BERGEN DIRECTOR 1.00 X 0 0 0 MEGAN MACLAUGHLIN-BARCK 1ST VICE CHAIR 1.00 X X 0 0 0 DAVID B FISH DIRECTOR 1.00 X 0 0 0 DEAN J WHITE 2ND VICE CHAIR 1.00 X X 0 0 0 BENJAMIN LANE DIRECTOR 1.00 X 0 0 0 NEIL MATHWIG DIRECTOR 1.00 X 0 0 0 MELINDA HAUN EXECUTIVE DIRECTOR/SECRETA 40.00 X 64221 0 0 64221 0 0 0 0 0 0 0 6600 269040 60378 275640 216947 216947 4810867 4312818 498049 498049 498049 11226 6600 3439 7787 7787 ADMINISTRATION FEE 900099 86808 86808 86808 1085231 86808 0 722783 211676 211676 66589 46613 13318 6658 28356 19849 5671 2836 7247 5073 1449 725 32327 22629 6465 3233 2575 1802 515 258 25549 17884 5110 2555 9827 6879 1965 983 2385 1670 477 238 1502 1052 300 150 2657 1860 531 266 MEMBERSHIP FEES AND DUE 5561 3893 1112 556 ANNUAL MEETING 4846 3392 969 485 TRAINING 505 353 101 51 401602 344625 37983 18994 70028 20828 468962 308655 5011 6068 64664 57546 5480 7118 5670711 5280291 8438346 10747466 31096 35416 14689634 16405842 8838 7175 7161379 8018926 7170217 8026101 X 688008 782625 488513 995700 6342896 6601416 7519417 8379741 14689634 16405842 683629 176695 0 X X 0 1 X 1 0 X 419869 398647 250098 890874 275640 2235128 419869 398647 250098 890874 275640 2235128 2235128 213481 180600 169718 194313 216947 975059 3210187 0.69630 0.81840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28 100087 34527 1656596 1 1 6828329 247049 723913 205500 7593791 6263084 871511 -110990 195276 6828329 6273587 232759 -58316 184946 6263084 5349769 383045 694832 154059 6273587 4569182 409367 491942 120722 5349769 0.00000 0.86900 0.13100 0 0 64664 57546 7118 7118 DODGE & COX STOCK FUND 1095041 F METROPOLITAN WEST FDS 1524698 F EUROPACIFIC GROWTH FUND 1197470 F JENSEN PORTFOLIO INC 958145 F VANGUARD FIXED INCOME SEC SHORT TERM 1364280 F AMCAP FUND CL F3 1024511 F AQR LARGE CAP DEFENSIVE STYLE R6 939758 F JANUS HENDERSON ENTERPRISE 850045 F JOHN HANCOCK DISCIPLINED VALUE 970444 F WELLS FARGO ADVANTAGE SPEC MID 823074 F 10747466 AGENCY ENDOWMENT AND PASS-THROUGH FUNDS 8018926 8018926 1265365 176695 3439 180134 1085231 0 1085231 405041 3439 3439 401602 0 401602 Part V, Line 4: ENDOWMENT FUNDS ARE MANAGED TO PROVIDE COMMUNITY GRANTS AND FOR MAKING AND/OR PROVIDING PROGRAM SERVICES IN ACCORDANCE WITH A DONOR'S INTENT AND CONSISTENT WITH THE ORGANIZATION'S MISSION. Part XI, Line 2d - Other Adjustments: FUNDRAISING EXPENSES ON 990 STATEMENT OF REVENUE 3,439. Part XII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES ON 990 STATEMENT OF REVENUE 3,439. WINE AND DINE 17826 6600 11226 3439 17826 6600 11226 3439 3439 7787 1 Chippewa County Humane Association Inc PO BOX 562 CHIPPEWA FALLS WI 54729 411453515 501(c)(3) 14201 To be used at the discretion of the organization. Chippewa County Historical Society 123 ALLEN ST CHIPPEWA FALLS WI 54729 237108082 501(c)(3) 7354 PAST PASSED HERE, TO BE USED AT THE DISCRETION OF THE ORGANIZATION. HOSPITAL SISTERS OF ST FRANCIS FOUNDATION-FRIENDS OF ST JOSEPH'S HOSPITAL 2661 COUNTY HIGHWAY I CHIPPewa Falls WI 54729 371186514 501(c)(3) 6746 To be used at the discretion of the organization. BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY 21 E GRAND AVE CHIPPEWA FALLS WI 54729 392032491 501(c)(3) 12940 DESIGNATED FOR NEW VAN; SCIENCE, TECHNOLOGY, ENGINEERING, MATHEMATICS (STEM) CURRICULUM. MCDONELL HIGH SCHOOL FOUNDATION 1316 BEL AIR BLVD Chippewa Falls WI 54729 391264037 501(c)(3) 23739 TO BE USED AT DISCRETION OF THE ORGANIZATION. ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHippewa Falls WI 54729 391032800 501(c)(3) 7860 To be used at the discretion of the church, Future fund. CHIPPEWA FALLS PARKS RECREATION AND FORESTRY DEPARTMENT 30 W CENTRAL ST STE 4 CHippewa Falls WI 54701 396005414 170(C)(1) 25474 Flowers at Chippewa Riverfront Park; to be used for Irvine Park, Capital improvements at Gannon Field, To be used at the discretion of the organization, Restricted for the purchase of and permanent identification of, indigenous trees of Wisconsin found in Irvine Park and the maintenance and upkeep of the associated trail, For the Riverfront Park - Current Campaign. CHIPPEWA FALLS AREA UNIFIED SCHOOL DISTRICT FOUNDATION PO BOX 981 CHIPPEWA FALLS WI 54729 391598193 501(c)(3) 6832 Scholarship-Dolores Barnier Education Fund; To be used at the discretion of the organization, JOSEPH W. JOAS SCHOLARSHIP FUND, to provide two annual scholarships in equal amounts to two graduating Seniors pursuing a career in music with an emphasis on the violin, Chi-Hi Scholarship; To be used at the discretion of the organization FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS 130 W CENTRAL ST CHIPPEWA FALLS WI 54729 391272793 501(c)(3) 6868 To be used at the discretion of the organization, Endowment Fund in honor and in memory of Joseph W Joas' mother, Carrie Zeitinger Joas, and his sister, Vivian M. Joas. 8 1 Part I, Line 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT OF GRANTS, THE GRANTEES' ELIGIBILITY FOR THE GRANTS, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS. THE GOVERNING BOARD OF THE ORGANIZATION HAS A SEPERATE GRANTS COMMITTEE THAT APPROVES ALL GRANTS. APPLICATIONS FOR GRANTS ARE RECEIVED BY THE GRANTS COMMITTEE AND REVIEWED FOR ELIGIBILITY. IF THE PERSON OR ORGANIZATION MEETS ALL ELIGIBILITY REQUIREMENTS, THE GRANT WILL BE AWARDED. ALL APPROVALS FOR GRANTS ARE DOCUMENTED IN THE OFFICIAL BOARD MINUTES OF THE ORGANIZATION. X 2 60378 FMV 0 0 0 Part I, Column (b): THE ORGANIZATION IS REPORTING IN PART I, COLUMN (b) THE NUMBER OF CONTRIBUTIONS. Form 990, Part VI, Section B, line 11b A DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c THE COMMUNITY FOUNDATION OF CHIPPEWA COUNTY CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS AND STAFF. ON A YEARLY BASIS, THE EXECUTIVE DIRECTOR OF THE COMMUNITY FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND ALL STAFF PERSONNEL. MEMBERS AND PERSONNEL ARE REQUIRED TO DISCLOSE ALL INTERESTS OF HIS/HERSELF AND HIS/HER SPOUSE IN ORGANIZATIONS IN WHICH THE COMMUNITY FOUNDATION MAY BE AFFILIATED. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN MEMBERS OR PERSONNEL AND POTENTIAL GRANT RECIPIENTS. Form 990, Part VI, Section B, line 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER STAFF PERSONNEL ARE DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES SALARIES OF THE POSITIONS WITHIN THE COMMUNITY FOUNDATION TO SIMILIAR SALARIES WITHIN SIMILAR ORGANIZATIONS. PERIODIC PERFORMANCE REVIEWS ARE ALSO PERFORMED BY THE BOARD OF DIRECTORS AND AID IN DETERMINING SALARY INCREASES. Form 990, Part VI, Section C, line 19 THE PUBLIC MAY VIEW GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.