2017-05-12T14:43:23-05:00 2016-12-31 390758449 WIPFLI LLP PO BOX 8700 MADISON WI 537088700 990 2016-01-01 262449481 GIVE BACK FOUNDATION GIVE 6083162415 PO BOX 8692 MADISON WI 53708 MICHAEL STOETZEL BOARD TREASURER 6083162415 2017-05-10 1 JEAN CHRISTENSEN P00368719 6082741980 2017-05-10 216.54.158.3 2017-05-10 12:45:05 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C15F953D2FC2D15D07C5931C0B7FB20A6CFE8AB3 2016 2021-01-29 14:40:06Z JEANAN YASIRI MOE PO BOX 8692 MADISON WI 53708 9867048 0 X WWW.GIVEBACK.ORG X 2008 DE TO ENABLE CHARITABLE GIVING. 4 4 0 4 0 0 1566581 1702785 0 8164263 0 0 0 0 1566581 9867048 1399604 1742906 0 0 0 0 0 0 0 19885 8082875 1419489 9825781 147092 41267 614640 8783357 24000 8151450 590640 631907 X THE MISSION OF GIVE BACK FOUNDATION IS TO EMPOWER MORE PEOPLE AND MORE ORGANIZATIONS TO GIVE MORE MONEY, MORE OFTEN, TO MORE CHARITIES. 1 0 1742906 1742906 0 DURING 2016, 1,900 INDIVIDUALS CONTRIBUTED $1.7 MILLION TO THEIR DONOR ADVISED ACCOUNTS. IN ADDITION OVER $1.7 MILLION WAS DIRECTED FOR DISBURSEMENT TO CHARITIES IN 2016. 0 0 8164263 IN DECEMBER 2015, THE ORGANIZATION ENTERED INTO A 3 YEAR FIRM FIXED PRICE CONTRACT WITH THE OFFICE OF PERSONNEL MANAGEMENT (OPM) FOR SERVICES IN CONNECTION WITH THE COMBINED FEDERAL CAMPAIGN (CFC). THE CFC IS THE ANNUAL WORKPLACE CHARITY CAMPAIGN FOR FEDERAL EMPLOYEES. THE CONTRACT HAS DISTINCT OUTCOMES FOR EACH YEAR. THE PRIMARY OUTCOME FOR THE FIRST YEAR OF THE CONTRACT WHICH ENDED DECEMBER 30, 2016, WAS THE DEVELOPMENT OF AN ON-LINE CHARITY APPLICATION SYSTEM. 1742906 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 WI X CATHERINE BOYCE GENERAL MANAGER 6083162415 2302 INTERNATIONAL LANE MADISON WI 53704 X GARY STEUCK DIRECTOR (BEG OCTOBER) 1.00 X 0 0 0 PAMELA TERRY DIRECTOR 1.00 X 0 0 0 STEPHEN PALETTA BOARD PRESIDENT (THRU APRIL) 5.00 X X 0 0 0 JEANAN YASIRI MOE BOARD PRESIDENT (BEG MAY) 3.00 X X 0 0 0 MICHAEL STOETZEL BOARD TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 TOTAL ADMINISTRATIVE SERVICES CORPORATIO 2302 INTERNATIONAL LANE MADISON WI 53704 OPERATIONAL & ADMINISTRATIVE SVCS 7939374 FOLEY & LARDNER LLP 1500 E GILMAN STREET 5000 MADISON WI 53701 LEGAL & OPERATIONAL MANAGEMENT SVCS 137622 2 1702785 1702785 OPM CONTRACT REVENUE 541900 8164263 8164263 8164263 9867048 8164263 0 0 X 1742906 1742906 137622 137622 2750 2750 7939374 7939374 1069 1069 2060 2060 9825781 1742906 8082875 0 459586 612234 145782 6860 9272 8164263 614640 8783357 0 8131450 24000 20000 24000 8151450 X 590640 631907 590640 631907 614640 8783357 41267 0 X 0 1 X 0 0 X 357461 451600 795636 1566581 1702785 4874063 357461 451600 795636 1566581 1702785 4874063 21172 4852891 73 10 83 4874146 8194335 0.99560 0.98910 X 1919 1702785 1771873 521552 1 1 0 PREFUNDED DONATION AGREEMENTS 20000 20000 X 9867048 0 9867048 0 9867048 9825781 0 9825781 0 9825781 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 0 INOVA HEALTH SYSTEM FOUNDATION 8110 GATEHOUSE ROAD SUITE 400W FALLS CHURCH VA 22042 541071867 501(C)(3) 92998 0 PROGRAM SUPPORT WORLD VISION INC PO BOX 9716 FEDERAL WAY WA 98063 951922279 501(C)(3) 65427 0 PROGRAM SUPPORT UNITED WAY OF DANE COUNTY FOUNDATION INC 2059 ATWOOD AVENUE MADISON WI 53704 391763471 501(C)(3) 51423 0 PROGRAM SUPPORT UNITED WAY OF DANE COUNTY INC PO BOX 7548 MADISON WI 53707 390817532 501(C)(3) 50950 0 PROGRAM SUPPORT UNITED WAY OF CENTRAL INDIANA INC PO BOX 88409 INDIANAPOLIS IN 46208 351007590 501(C)(3) 51792 0 COMMUNITY FUND & EDUCATION PROGRAM SUPPORT EPOCH PUBLIC FOUNDATION 7001 CORPORATE DRIVE SUITE 206 HOUSTON TX 77036 680650661 501(C)(3) 29900 0 PROGRAM SUPPORT WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 202370934 501(C)(3) 25347 0 PROGRAM SUPPORT MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC INC 5272 RIVER ROAD SUITE 700 BETHESDA MD 20816 521306075 501(C)(3) 23378 0 PROGRAM SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL INC 262 DANNY THOMAS PLACE MEMPHIS TN 38105 620646012 501(C)(3) 22969 0 PROGRAM SUPPORT OHIO STATE UNIVERSITY FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 22393 0 PROGRAM SUPPORT GREATER TWIN CITIES UNITED WAY 404 SOUTH EIGHTH STREET MINNEAPOLIS MN 55404 411973442 501(C)(3) 18178 0 PROGRAM SUPPORT THE UNITED WAY OF CENTRAL MARYLAND INC 100 S CHARLES STREET 5TH FLOOR BALTIMORE MD 21201 520591543 501(C)(3) 23544 0 COMMUNITY FUND PROGRAM SUPPORT TASC SCHOLARSHIP FOUNDATION INC 2302 INTERNATIONAL LANE MADISON WI 53704 454226261 501(C)(3)PF 16419 0 PROGRAM SUPPORT LIGHTHOUSE WORSHIP CENTER 4299 GEORGE WASHINGTON MEMORIAL HWY HAYES VA 23072 331105851 501(C)(3) 13346 0 PROGRAM SUPPORT WILLOW CREEK COMMUNITY CHURCH INC 67 E ALGONQUIN ROAD SOUTH BARRINGTON IL 60010 510164942 501(C)(3) 12500 0 PROGRAM SUPPORT AMERICAN NATIONAL RED CROSS 2025 E STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 11976 0 PROGRAM SUPPORT THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 424 EAST 92ND STREET NEW YORK NY 10128 131623829 501(C)(3) 11956 0 PROGRAM SUPPORT TULSA AREA UNITED WAY 1430 SOUTH BOULDER TULSA OK 74119 730580283 501(C)(3) 10882 0 PROGRAM SUPPORT MERCY INTERNATIONAL MINISTRY INC 345 UNIVERSITY AVENUE W SUITE A ST PAUL MN 55103 134357408 501(C)(3) 10681 0 PROGRAM SUPPORT AMERICAN CANCER SOCIETY INC 250 WILLIAMS STREET NW SUITE 400 ATLANTA GA 30303 131788491 501(C)(3) 10379 0 PROGRAM SUPPORT CHILDREN'S IMPACT NETWORK INC PO BOX 541900 LAKE WORTH FL 33454 650230590 501(C)(3) 10000 0 PROGRAM SUPPORT SUSAN G KOMEN BREAST CANCER FOUNDATION 480 ONE ELEVEN PLACE SUITE B COOKEVILLE TN 38506 205956855 501(C)(3) 9911 0 PROGRAM SUPPORT CE SHOP FOUNDATION 5670 GREENWOOD PLAZA BOULEVARD SUITE 420 GREENWOOD VILLAGE CO 80111 812792375 501(C)(3) 9688 0 PROGRAM SUPPORT NATIONAL FRATERNAL ORDER OF POLICE FOUNDATION 328 MASSACHUSETTS AVENUE WASHINGTON DC 20002 521606785 501(C)(3) 9461 0 PROGRAM SUPPORT CATHOLIC CHARITIES NEW HAMPSHIRE 215 MYRTLE STREET MANCHESTER NH 03104 020222163 501(C)(3) 9204 0 PROGRAM SUPPORT BOYS & GIRLS CLUB OF COASTAL CAROLINA INC PO BOX 1514 MOREHEAD CITY NC 28557 311516947 501(C)(3) 8545 0 PROGRAM SUPPORT MEDECINS SANS FRONTIERES USA INC 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 133433452 501(C)(3) 8361 0 PROGRAM SUPPORT WAVERLY-SHELL ROCK AREA UNITED WAY INC PO BOX 271 WAVERLY IA 50677 421098807 501(C)(3) 7827 0 PROGRAM SUPPORT HORACE BUSHNELL MEMORIAL HALL CORPORATION 166 CAPITOL AVENUE HARTFORD CT 06106 060662112 501(C)(3) 7500 0 PROGRAM SUPPORT UNITED WAY OF STANLY COUNTY INC PO BOX 1178 ALBEMARLE NC 28002 560841588 501(C)(3) 7328 0 PROGRAM SUPPORT THE IBC NETWORK FOUNDATION 803 MEADOW LARK AVENUE FRIENDSWOOD TX 77546 383850833 501(C)(3) 7050 0 PROGRAM SUPPORT AUTISM SPEAKS INC 1 EAST 33RD STREET 4TH FLOOR NEW YORK NY 10016 202329938 501(C)(3) 7017 0 PROGRAM SUPPORT NINE LINE FOUNDATION INC 1732 EAST PRESIDENT STREET SAVANNAH GA 31404 462632486 501(C)(3) 6993 0 PROGRAM SUPPORT THE UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE STORRS CT 06269 066070722 501(C)(3) 6000 0 PROGRAM SUPPORT MENNONITE CENTRAL COMMITTEE US 21 S 12TH STREET AKRON PA 17501 236002702 501(C)(3) 5988 0 PROGRAM SUPPORT UNITED WAY OF RHODE ISLAND INC 50 VALLEY STREET PROVIDENCE RI 02909 050276059 501(C)(3) 5984 0 PROGRAM SUPPORT UNITED WAY OF THE BLUEGRASS INC 100 MIDLAND DRIVE LEXINGTON KY 40508 610444679 501(C)(3) 5937 0 PROGRAM SUPPORT COMMUNITY COALITION FOR HAITI PO BOX 1222 VIENNA VA 22183 651163122 501(C)(3) 5861 0 PROGRAM SUPPORT UNITED WAY OF HOPKINSVILLE AND CHRISTIAN COUNTY INC PO BOX 587 HOPKINSVILLE KY 42241 610567661 501(C)(3) 5552 0 PROGRAM SUPPORT SIOUX EMPIRE UNITED WAY INC 1000 N WEST AVENUE SIOUX FALLS SD 57104 460233701 501(C)(3) 5211 0 PROGRAM SUPPORT THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH GRAND CENTRAL STATION PO BOX 4777 NEW YORK NY 10163 134141945 501(C)(3) 5160 0 PROGRAM SUPPORT LUTHERAN SOCIAL SERVICES OF NORTH DAKOTA 3911 20TH AVENUE SOUTH PO BOX 389 FARGO ND 58107 450226421 501(C)(3) 5044 0 PROGRAM SUPPORT TEEN MISSIONS INTERNATIONAL INC 885 EAST HALL ROAD MERRITT ISLAND FL 32953 237125177 501(C)(3) 5028 0 PROGRAM SUPPORT UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 30 LAUREL STREET HARTFORD CT 06106 060646653 501(C)(3) 99419 0 COMMUNITY INVESTMENT, EDUCATION & BASIC NEEDS PROGRAM SUPPORT 44 0 FORM 990, PART III, LINE 2 IN DECEMBER 2015, THE ORGANIZATION ENTERED INTO A 3 YEAR FIRM FIXED PRICE CONTRACT WITH THE OFFICE OF PERSONNEL MANAGEMENT (OPM) FOR SERVICES IN CONNECTION WITH THE COMBINED FEDERAL CAMPAIGN (CFC). THE CFC IS THE ANNUAL WORKPLACE CHARITY CAMPAIGN FOR FEDERAL EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 3 TOTAL ADMINISTRATIVE SERVICES CORPORATION (TASC) PERFORMS CERTAIN CONSULTING, MANAGEMENT AND INFORMATION TECHONOLOGY SERVICES. SERVICES PROVIDED TO GIVE BACK FOUNDATION THROUGH TASC INCLUDE: FULL ACCESS TO THE GIVE BACK ADMINISTRATION PLATFORM; A LICENSE TO BE THE EXCLUSIVE FOUNDATION FOR FUNDS RAISED WITHIN THE GIVE BACK PLATFORM; FACILITATION OF THE FOUNDATION'S ABILITY TO COLLECT DONATIONS AND COMMUNICATE WITH DONORS AND PROSPECTIVE DONORS THROUGH THE GIVE BACK PLATFORM; MANAGEMENT AND DEVELOPMENT OF THE PROCESS FOR DISBURSING FUNDS TO CHARITIES IDENTIFIED BY FOUNDATION MEMBERS; DATABASE MANAGEMENT; COORDINATION OF THE FOUNDATION'S ACCOUNTING, TAX AND AUDITING REQUIREMENTS; MAINTENANCE OF RECORDS RELATED TO THE FOUNDATION. GIVE BACK FOUNDATION'S FORMER BOARD PRESIDENT, STEPHEN PALETTA WAS COMPENSATED BY TASC IN 2016. A PORTION OF STEPHEN PALETTA'S TIME IS FOR SERVICES TO GIVE BACK FOUNDATION. THE ORGANIZATION ESTIMATES THAT APPROXIMATELY $4,500 OF STEPHEN PALETTA'S ANNUAL SALARY IS FOR SERVICES RENDERED TO GIVE BACK FOUNDATION. IN ADDITION, THE ORGANIZATION ENTERED INTO A MASTER SERVICES AGREEMENT WITH TASC IN 2016 TO PROVIDE SERVICES UNDER THE OPM CONTRACT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 AS PREPARED WAS REVIEWED BY THE ORGANIZATION'S BOARD TREASURER, MICHAEL STOETZEL AND JOHN SCHANEN, CORPORATE CONTROLLER OF TASC, THE ORGANIZATION'S MANAGEMENT COMPANY, IN CONSULTATION WITH OUTSIDE LEGAL COUNSEL ENGAGED BY THE ORGANIZATION BEFORE ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, OFFICER AND MEMBER OF A COMMITTEE WITH BOARD OF DIRECTORS DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANY DIRECTOR WITH A PERCEIVED OR ACTUAL CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING ON THE TOPIC TO WHICH THE CONFLICT RELATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A, LINE 9 THERE ARE THREE DIRECTORS WHO CANNOT BE REACHED AT THE ORGANIZATION'S MAILING ADDRESS: PAMELA TERRY 15 HAWK FEATHER CIRCLE MADISON, WI 53717 MICHAEL STOETZEL 8215 GREENWAY BOULEVARD, SUITE 600 MIDDLETON, WI 53562 GARY STEUCK 203 S. PATERSON STREET, SUITE 500 MADISON, WI 53703 FORM 990, PART IX, LINE 11G SERVICE PROVIDER FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,111. CONTRACT SERVICES - OPM: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,924,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,924,263.