MORTON COMMUNITY FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MORTON COMMUNITY FOUNDATION (EIN 37-1397503)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349301468
- Schema version
- 2014v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T08:40:37-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371106622 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ginoli & Company LtdCPA's | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7625 N University Ste A | AddressLine1Txt |
| City | Peoria | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 616148303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371397503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORT | BusinessNameControlTxt |
| Phone | 3092910434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E JEFFERSON ST | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61550 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT WITZIG | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3092910434 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark D ReinkenCPA | PreparerPersonNm |
| PTIN | P00079028 | PTIN |
| Phone | 3096712350 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT WITZIG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E JEFFERSON | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61550 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,042,336 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.mortoncommunityfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,181,531 | PYContributionsGrantsAmt |
| CY Contributions Grants | $627,157 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $144,926 | PYInvestmentIncomeAmt |
| CY Investment Income | $296,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $85,927 | PYOtherRevenueAmt |
| CY Other Revenue | $97,126 | CYOtherRevenueAmt |
| PY Total Revenue | $1,412,384 | PYTotalRevenueAmt |
| CY Total Revenue | $1,020,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $158,417 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $221,268 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $119,497 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $119,686 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $77,991 | PYOtherExpensesAmt |
| CY Other Expenses | $77,317 | CYOtherExpensesAmt |
| PY Total Expenses | $355,905 | PYTotalExpensesAmt |
| CY Total Expenses | $418,271 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,056,479 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $602,016 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,739,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,485,971 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $282,066 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $647,412 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,457,883 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,838,559 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of the Morton Community Foundation is to improve the quality of life for Morton area residents, now and for generations to come. We do this by...Building community endowment; Investing in our community through strategic grant making; Turning donors' charitable dreams into permanent legacies; and Providing leadership to identify and address changing community needs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $289,382 | ExpenseAmt |
| Grant | $221,268 | GrantAmt |
| Desc | PRIMARY EFFORTS WERE INFORMATIONAL REGARDING INTENT TO ACCUMULATE A PERMANENT ENDOWMENT WITH ANNUAL GRANTS TO BENEFIT RESIDENTS OF MORTON AREA TO BE MADE FROM EARNINGS. | Desc |
| Total Program Service Expenses | $289,382 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 0 | 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 | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT WITZIG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3092910434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 E JEFFERSON | AddressLine1Txt |
| City | MORTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61550 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| MARY JANE JOHNSON | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA MARTIN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROB PERSONETT | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA TAYLOR | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA ELAM | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE MENOLD | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MURPHY | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TYLER PETERSEN | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIM GRYL | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL JANKOWSKI | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE VANDENBERG | ||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG BARLEY | ||||||
| PAST PRESIDENT | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELE KUHL | ||||||
| PRESIDENT | 0.00 | $0 | $0 | $0 | Yes (X) | |
| DAVE MILLS | ||||||
| TREASURER | 0.00 | $0 | $0 | $0 | Yes (X) | |
| JANICE SHERMAN | ||||||
| SECRETARY | 0.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT WITZIG | ||||||
| EXECUTIVE DIRECTOR | 45.00 | $94,856 | $0 | $3,818 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,856 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,818 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $627,157 | AllOtherContributionsAmt |
| Total Contributions | $627,157 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,772 | TotalRevenueColumnAmt |
| Exclusion | $92,772 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,232 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $203,232 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $203,232 | TotalRevenueColumnAmt |
| Exclusion | $203,232 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,656 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $22,049 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,607 | TotalRevenueColumnAmt |
| Exclusion | $65,607 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31,519 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,519 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,519 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,020,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,519 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $361,611 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,268 | TotalAmt |
| Program Services | $221,268 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,856 | TotalAmt |
| Program Services | $18,971 | ProgramServicesAmt |
| Management And General | $75,885 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,700 | TotalAmt |
| Program Services | $1,863 | ProgramServicesAmt |
| Management And General | $7,837 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,968 | TotalAmt |
| Management And General | $5,968 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162 | TotalAmt |
| Management And General | $1,162 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,000 | TotalAmt |
| Management And General | $8,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,200 | TotalAmt |
| Management And General | $4,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,490 | TotalAmt |
| Program Services | $46,490 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790 | TotalAmt |
| Program Services | $790 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,414 | TotalAmt |
| Management And General | $9,414 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,738 | TotalAmt |
| Management And General | $1,738 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,572 | TotalAmt |
| Management And General | $1,572 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,147 | TotalAmt |
| Management And General | $4,147 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,343 | TotalAmt |
| Management And General | $1,343 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659 | TotalAmt |
| Management And General | $2,659 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| MISCELLANEOUS MANAGEMEN | $3,171 | $3,171 |
| DUES | $1,494 | $1,494 |
| BANK FEES & MISC | $299 | $299 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,271 | TotalAmt |
| Program Services | $289,382 | ProgramServicesAmt |
| Management And General | $128,889 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,796 | BOYAmt |
| EOY | $861,944 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,248,568 | BOYAmt |
| EOY | $3,617,070 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,581 | BOYAmt |
| EOY | $2,107 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $976 | BOYAmt |
| EOY | $2,165 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,372 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,687 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,028 | BOYAmt |
| EOY | $2,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,739,949 | BOYAmt |
| EOY | $4,485,971 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920 | BOYAmt |
| EOY | $1,937 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,978 | BOYAmt |
| EOY | $63,992 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,500 | BOYAmt |
| EOY | $2,150 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,668 | BOYAmt |
| EOY | $579,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,066 | BOYAmt |
| EOY | $647,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,878 | BOYAmt |
| EOY | $606,568 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,877,005 | BOYAmt |
| EOY | $3,231,991 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,457,883 | BOYAmt |
| EOY | $3,838,559 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,739,949 | BOYAmt |
| EOY | $4,485,971 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $602,016 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$221,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $283,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,167,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $627,157 | CurrentTaxYearAmt |
| Total | $2,873,858 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $283,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $487,136 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $308,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,167,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $627,157 | CurrentTaxYearAmt |
| Total | $2,873,858 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,499,944 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,373,914 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,040 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,467 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,163 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,772 | CurrentTaxYearAmt |
| Total | $269,197 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,925 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $97,126 | CurrentTaxYearAmt |
| Total | $354,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,497,893 | TotalSupportAmt |
| Public Support CY170 | 0.39280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT FEES - 2010 Amount: $ 2,682. 2011 Amount: $ 18,417. 2012 Amount: $ 14,838. 2013 Amount: $ 19,303. 2014 Amount: $ 31,519. NET FUNDRAISING INCOME - 2011 Amount: $ 65,101. 2012 Amount: $ 70,749. 2013 Amount: $ 66,622. 2014 Amount: $ 65,607. | ExplanationTxt |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 8 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $39,667 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $60,855 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $106,233 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,258,393 | BeginningYearBalanceAmt |
| Contributions | $491,384 | ContributionsAmt |
| Investment Earnings Or Losses | $74,372 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $160,414 | GrantsOrScholarshipsAmt |
| Other Expenditures | $46,490 | OtherExpendituresAmt |
| End Year Balance | $3,617,245 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,037,644 | BeginningYearBalanceAmt |
| Contributions | $1,030,358 | ContributionsAmt |
| Investment Earnings Or Losses | $316,892 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $95,925 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,576 | OtherExpendituresAmt |
| End Year Balance | $3,258,393 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,695,598 | BeginningYearBalanceAmt |
| Contributions | $215,136 | ContributionsAmt |
| Investment Earnings Or Losses | $232,694 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,356 | GrantsOrScholarshipsAmt |
| Other Expenditures | $29,428 | OtherExpendituresAmt |
| End Year Balance | $2,037,644 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,356,538 | BeginningYearBalanceAmt |
| Contributions | $353,762 | ContributionsAmt |
| Investment Earnings Or Losses | $68,849 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $65,675 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,876 | OtherExpendituresAmt |
| End Year Balance | $1,695,598 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $986,473 | BeginningYearBalanceAmt |
| Contributions | $252,392 | ContributionsAmt |
| Investment Earnings Or Losses | $202,819 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $70,359 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,192 | OtherExpendituresAmt |
| End Year Balance | $1,356,538 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13860 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.86140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,372 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,687 | DepreciationAmt |
| Book Value | $2,685 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,685 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PAYROLL LIABILITIES | $2,181 |
| AGENCY LIABILITIES | $577,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $579,333 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $839,513 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$221,340 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $18,517 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$202,823 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,042,336 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$22,049 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$22,049 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,020,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $458,837 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $18,517 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $18,517 | ExpensesNotReportedAmt |
| Expenses Subtotal | $440,320 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$22,049 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$22,049 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $418,271 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED TO SUPPORT VARIOUS PROGRAMS AND ACTIVITIES OF THE FOUNDATION. |
| Part XI, Line 4b - Other Adjustments: | FUNDRAISING EXPENSES NETTED AGAINST REVENUE ON 990 -22,049. |
| Part XII, Line 4b - Other Adjustments: | FUNDRAISING EXPENSES NETTED AGAINST REVENUE ON 990 -22,049. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUNDRAISING EVENT | Event1Nm |
| Gross Receipts Event1 | $87,656 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $87,656 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,586 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,980 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,675 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $11,808 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $87,656 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $87,656 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,586 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,980 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,675 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,808 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,049 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $65,607 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Peoria Christian School | |||||||
| 3506 N California Ave | Peoria | IL | 61603 | 376006386 | 501(c)(3) | $8,200 | Education |
| Children's Hospital of Illinois Congenital Heart Center | |||||||
| 530 NE Glen Oak Ave | Peoria | IL | 61637 | 501(c)(3) | $8,000 | Financial needs of the heart center and patients | |
| Morton High School | |||||||
| 350 N Illinois Ave | Morton | IL | 61550 | 501(c)(3) | $9,750 | Education | |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kuhl Insurance Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Trustees related to insurance company owner | RelationshipDescriptionTxt |
| Transaction | $2,659 | TransactionAmt |
| Transaction | The Foundation purchases its business, workers comp, and D & O insurance from Kuhl & Company. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE FINANCE COMMITTEE REVIEWS FORM 990 AND REPORTS TO THE FULL BOARD BEFORE IT IS FILED WITH THE IRS. |
| Form 990, Part VI, Section B, line 12c | THE PRESIDENT REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
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