2017-08-29T14:52:50-05:00 2016-12-31 390974031 WEGNER CPAS LLP 2110 LUANN LN MADISON WI 537133074 990 2016-01-01 391819945 COMMUNITY FOUNDATION OF DUNN COUNTY INC COMM 7152328019 500 MAIN ST E NO 322 MENOMONIE WI 547512513 GEORGINA TEGART EXECUTIVE DIRECTOR 7152328019 2017-08-25 1 SCOTT HAUMERSEN CPA P00084908 6082744020 97.91.110.18 2017-08-25 12:12:59 CD P F5220C048E8F4764883E15D3AD23391DA5D6985E 38ADCCD4451C13DD10062D258D4F13D8E82D36F2 2016 2021-01-29 14:40:06Z GEORGINA TEGART 500 MAIN ST E NO 322 MENOMONIE WI 547512513 1056642 0 X WWW.CFDUNNCOUNTY.ORG X 1995 WI THE COMMUNITY FOUNDATION OF DUNN COUNTY PROMOTES CHARITABLE GIVING AS A WAY TO CREATE A PERMANENT SOURCE OF CAPITAL TO BENEFIT AND ENRICH THE QUALITY OF LIFE IN THE DUNN COUNTY AREA. 12 12 8 12 0 0 784725 868338 10244 9681 308929 130698 15139 27653 1119037 1036370 595325 809112 0 0 95708 113769 0 0 19878 100314 92640 791347 1015521 327690 20849 5356640 5689138 985819 1048346 4370821 4640792 OUR MISSION IS TO ADVANCE PHILANTHROPY IN DUNN COUNTY TO IMPROVE THE LIFE OF ALL OUR CITIZENS, STRENGTHEN OUR NONPROFIT SECTOR, AND GIVE BACK THROUGH STRATEGIC GRANTMAKING AND SUPPORT FOR COMMUNITY PROJECTS. 0 0 919857 809112 9681 COMPETITIVE GRANTS WERE AWARDED IN THE AREAS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT, EDUCATION, AND THE ENVIRONMENT, HEALTH, HERITAGE AND HUMANITARIAN NEEDS. WE ALSO PROVIDED FISCAL SPONSORSHIP SUPPORT FOR VARIOUS START UP ORGANIZATIONS AND/OR COMMUNITY ORGANIZATIONS AND PROVIDED GUIDANCE TO NON-PROFIT ORGANIZATIONS FOR PLANNED GIVING PROGRAMS. 919857 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 8 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X GEORGINA TEGART 7152328019 500 MAIN ST E STE 322 MENOMONIE WI 547512513 BRUCE SIEBOLD CHAIR 5.00 X X 0 0 0 DR CLINT MOSES VICE-CHAIR 4.00 X X 0 0 0 RICHARD RHIEL SECRETARY 4.00 X X 0 0 0 DR MARK DEYO-SVENDSEN TREASURER 2.00 X X 0 0 0 JUDY GIFFORD DIRECTOR 2.00 X 0 0 0 KIM PORTER DIRECTOR 2.00 X 0 0 0 DANA BRUNSTROM CPA DIRECTOR 2.00 X 0 0 0 NIKI YARRINGTON DIRECTOR 2.00 X 0 0 0 STEVE REDMANN DIRECTOR 2.00 X 0 0 0 KATIE MATTISON DIRECTOR 2.00 X 0 0 0 PETER REINHARDT DIRECTOR 2.00 X 0 0 0 BRICE MEDIN DIRECTOR 2.00 X 0 0 0 GEORGINA TEGART EXECUTIVE DIRECTOR 32.00 X 57680 0 0 57680 0 0 0 0 0 0 0 21925 846413 868338 ADMINISTRATIVE INCOME 561110 9681 9681 9681 130698 130698 41895 21925 20272 21623 21623 6030 0 6030 6030 1036370 9681 0 158351 755202 755202 53910 53910 57680 42022 10409 5249 47894 34893 8642 4359 8195 5970 1479 746 8800 8800 22360 22360 23427 14130 470 8827 811 811 19732 7684 11595 453 4230 1311 2919 4235 1995 1996 244 1386 287 1099 5445 1642 3803 196 196 2018 2018 1015521 919857 75786 19878 151481 35805 194947 195435 475556 246362 385 15358 15358 196 0 4534075 5211536 5356640 5689138 43723 50746 942096 997600 985819 1048346 X 125389 117016 1262865 1223345 2982567 3300431 4370821 4640792 5356640 5689138 20849 249122 0 X 0 1 X 1 0 X 956376 450946 1712065 784725 868338 4772450 956376 450946 1712065 784725 868338 4772450 4772450 105216 72277 116701 199483 130698 624375 48532 24377 15139 27653 115701 5512526 54409 0.86570 0.87390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 145570 60450 262912 1 1 3445920 317864 370956 202873 3931867 3426184 159070 -81625 57709 3445920 3300506 85961 147935 108218 3426184 3104329 40158 474301 256652 61630 3300506 2346648 575434 308023 54873 70903 3104329 0.83940 0.16060 0 0 15358 15358 0 0 FUNDS HELD FOR OTHER ORGANIZATIONS 997600 997600 1284504 249122 1100 -22360 227862 1056642 -20272 -20272 1036370 1014533 1100 20272 21372 993161 22360 22360 1015521 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS CAN BE USED TO SUPPORT THE ORGANIZATION'S GENERAL ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -22,360. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -20,272. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 20,272. JEANS & JEWELS 40820 18295 22525 200 10231 1127 8714 40820 18295 22525 200 10231 1127 8714 20272 2253 1 ARBOR PLACE INC 4076 KOTHLOW AVE MENOMONIE WI 547513090 391266548 501(C)(3) 6190 GENERAL SUPPORT CHIPPEWA VALLEY HABITAT FOR HUMANITY INC 923 S HASTINGS WAY STE 343 EAU CLAIRE WI 547013439 391668709 501(C)(3) 10000 GENERAL SUPPORT CITY OF MENOMONIE 800 WILSON AVE MENOMONIE WI 547512734 396005528 CITY OF MENOMONIE 9450 GENERAL SUPPORT CJ DIABETES FUND 500 MAIN ST E STE 322 MENOMONIE WI 547512513 391819945 501(C)(3) 16809 GENERAL SUPPORT GFWC MENOMONIE WOMAN'S CLUB 608 ELM AVE W MENOMONIE WI 547511541 530196514 501(C)(3) 10610 GENERAL SUPPORT INDIANHEAD ENTERPRISES OF MENOMONIE INC 1426 INDIANHEAD DR MENOMONIE WI 547518524 391369377 501(C)(3) 6830 GENERAL SUPPORT MENOMONIE HIGH SCHOOL SPORTS COMPLEX 1715 5TH ST W MENOMONIE WI 547513149 396003384 SCHOOL DISTRICT 255896 GENERAL SUPPORT MENOMONIE PUBLIC LIBRARY FOUNDATION INC 600 WOLSKE BAY RD MENOMONIE WI 547511643 391728329 501(C)(3) 14192 GENERAL SUPPORT MENOMONIE YOUTH HOCKEY ASSOCIATION INC 620 17TH ST SE MENOMONIE WI 547512978 391392551 501(C)(3) 103084 GENERAL SUPPORT OTTO BREMER TRUST 30 EAST 7TH STREET SAINT PAUL MN 55101 416019050 501(C)(3) 50000 GENERAL SUPPORT RIDGELAND-WILSON VOLUNTEER FIRE DEPARTMENT PO BOX 212 RIDGELAND WI 547630212 391055472 501(C)(3) 6000 GENERAL SUPPORT ROTARY CLUB OF MENOMONIE PO BOX 285 MENOMONIE WI 547510285 396077984 501(C)(4) 30563 GENERAL SUPPORT ST JOSEPH'S PARISH AND SCHOOL 910 WILSON AVE MENOMONIE WI 547512742 390808466 12367 GENERAL SUPPORT STEPPING STONES OF DUNN COUNTY INC 1602 STOUT RD MENOMONIE WI 547512964 391608607 501(C)(3) 10300 GENERAL SUPPORT TUESDAY'S TABLE 910 WILSON AVE MENOMONIE WI 547512742 390808466 10089 GENERAL SUPPORT UNIVERSITY OF WISCONSIN - RIVER FALLS FOUNDATION INC 310 SOUTH HALL 410 S 3RD ST RIVER FALLS WI 540225010 396064630 501(C)(3) 6000 GENERAL SUPPORT WEST WISCONSIN ENERGY CHARITABLE FUND 500 MAIN STREET MENOMONIE WI 547510285 391819945 501(C)(3) 140572 GENERAL SUPPORT WISCONSIN DENTAL ASSOCIATION FOUNDATION INC 6737 W WASHINGTON ST STE 2360 WEST ALLIS WI 532145648 390965289 501(C)(3) 6597 GENERAL SUPPORT 15 3 SCHOLARSHIPS 74 53910 PART I, LINE 2: GRANT APPLICANTS ARE REQUIRED TO PROVIDE DOCUMENTATION OF CHARITABLE PURPOSE AND AN ORGANIZATIONAL AND/OR PROJECT BUDGET. GRANT RECIPIENTS ARE REQUIRED TO SUBMIT DOCUMENTATION FOR QUALIFIED EXPENDITURES AND FUNDS ARE DISBURSED DIRECTLY TO THE RECIPIENT. GRANT RECIPIENTS ARE ALSO REQUIRED TO SUBMIT A PROJECT COMPLETION REPORT THAT PROVIDES INFORMATION TO SUPPORT THE IMPACT, NUMBER OF PERSONS SERVED, AND OVERALL SUCCESS OF THE PROJECT. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE AND THEN PRESENTED TO THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE IMMEDIATE AREA FOR SIMILAR POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.