AMHERST H WILDER FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AMHERST H WILDER FOUNDATION (EIN 41-0693889)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-04
- IRS object ID
- 201500359349300330
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-04T11:29:32-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410693889 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMHERST H WILDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMHE | BusinessNameControlTxt |
| Phone | 6512802000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 LEXINGTON PARKWAY NORTH | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN MCCUSKER | PersonNm |
| Person Title | VP FINANCE & ADMINISTRATION | PersonTitleTxt |
| Phone | 6512802000 | PhoneNum |
| Signature | 2015-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL FLANDERS | PreparerPersonNm |
| PTIN | P01591790 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAYKAO HANG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 LEXINGTON PARKWAY NORTH | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,112,181 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WILDER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE THE SOCIAL WELFARE OF PERSONS LOCATED IN THE GREATER SAINT PAUL & EAST METROPOLITAN AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 444 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | -$114,539 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$115,289 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,035,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,977,003 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,668,317 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,678,622 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,181,723 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,369,244 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$163,620 | PYOtherRevenueAmt |
| CY Other Revenue | -$108,043 | CYOtherRevenueAmt |
| PY Total Revenue | $32,721,640 | PYTotalRevenueAmt |
| CY Total Revenue | $33,916,826 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,244,916 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,383,773 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,082,664 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $31,497,501 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $24,300 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $5,034 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,982,044 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,599,494 | PYOtherExpensesAmt |
| CY Other Expenses | $12,402,001 | CYOtherExpensesAmt |
| PY Total Expenses | $45,951,374 | PYTotalExpensesAmt |
| CY Total Expenses | $45,288,309 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$13,229,734 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$11,371,483 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $202,973,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $205,590,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $55,796,655 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,075,562 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $147,176,524 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $151,514,479 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE THE SOCIAL WELFARE OF THE POOR, SICK, DISADVANTAGED, AND OTHERWISE NEEDY PERSONS LOCATED IN THE GREATER SAINT PAUL AND EAST METROPOLITAN AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,338,856 | ExpenseAmt |
| Grant | $1,383,773 | GrantAmt |
| Revenue | $9,637,639 | RevenueAmt |
| Desc | WILDER PROGRAMS: WILDER PROVIDES SERVICES THAT BUILD HOPE AND RESILIENCY FOR CHILDREN, FAMILIES AND OLDER ADULTS WHO ARE LOW-INCOME, WHO MAY BE EXPERIENCING TRAUMA, INSTABILITY OR POOR HEALTH AND WHOSE NEEDS WOULD OTHERWISE GO UNMET. IN FISCAL YEAR 2014 WILDER PROGRAMS SERVED 5,756 INDIVIDUALS THROUGH: MENTAL HEALTH SERVICES, SUPPORTIVE HOUSING SERVICES, CHILD CARE, EDUCATION, OLDER ADULT AND CAREGIVER SUPPORT, AND CULTURALLY SPECIFIC SOCIAL ADJUSTMENT SERVICES. APPROXIMATELY 3,793 CHILDREN, FAMILIES, AND COMMUNITY MEMBERS WERE SERVED BY ACHIEVEMENT PLUS PARTNERS DURING THE 2013-2014 SCHOOL YEAR AT THREE ACHIEVEMENT PLUS SCHOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,978,680 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,446,677 | RevenueAmt |
| Desc | WILDER RESEARCH:WILDER RESEARCH HELPS ORGANIZATIONS IDENTIFY EMERGING COMMUNITY TRENDS, MEASURE PROGRAM EFFECTIVENESS, AND INCREASE PUBLIC AWARENESS OF ISSUES. IN FISCAL YEAR 2014, WILDER RESEARCH SERVED 176 ORGANIZATIONS, PRODUCED 143 REPORTS AND SHARED 49 PUBLICATIONS ONLINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,507,718 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $422,119 | RevenueAmt |
| Desc | WILDER CENTER FOR COMMUNITIES:WILDER CENTER FOR COMMUNITIES BRINGS PEOPLE TOGETHER THROUGH LEADERSHIP PROGRAMS, COMMUNITY INITIATIVES, PUBLIC POLICY, CONVENING, AND VOLUNTEERISM. IN FISCAL YEAR 2014, WILDER CENTER FOR COMMUNITIES DEVELOPED THE SKILLS AND EFFECTIVENESS OF 427 COMMUNITY LEADERS THROUGH THE JAMES P. SHANNON LEADERSHIP INSTITUTE, NEIGHBORHOOD LEADERSHIP PROGRAMS AND THE YOUTH LEADERSHIP INITIATIVE; WORKED WITH 158 PARTNERS IN FIVE COMMUNITY INITIATIVES; AND ENGAGED 1,625 VOLUNTEERS TO SUPPORT WILDER'S MISSION. APPROXIMATELY 55,000 INDIVIDUALS USED WILDER'S CONVENING SPACE AND 600 EVENTS WERE HOSTED AT WILDER CENTER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,116,083 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,172,187 | RevenueAmt |
| Desc | OTHER PROGRAMS:THE WILDER FOUNDATION HAS TRANSITIONED OUT OF SUPPORTIVE HOUSING PROPERTY MANAGEMENT AND IS IN THE PROCESS OF SELLING THE ONE REMAINING RESIDENTIAL SUPPORTIVE HOUSING FACILITY. THE FOUNDATION CONTINUES TO OPERATE THIS FACILITY IN THE INTERIM MAINTAINING THAT HOUSING CAPACITY UNTIL NEW OWNERSHIP TAKES OVER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,116,083 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,172,187 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $34,941,337 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 190 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 444 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM WRIGHT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6512802419 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 LEXINGTON PARKWAY NORTH | AddressLine1 |
| City | ST PAUL | City |
| State | MN | State |
| ZIP Code | 55104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBYN HANSEN | ||||||||
| CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALEX CIRILLO | ||||||||
| VICE CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIE BRUNNER | ||||||||
| SECRETARY | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY CHRISTENSEN | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| FRED HARRIS | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH M KIERNAT | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| RAHUL KORANNE | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| MIKE MONAHAN | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ERIC NICHOLSON | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA B ROY | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES P STEINER | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DR XOUA THAO | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JOAN THOMPSON | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| ANN WYNIA | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| MAYKAO HANG | ||||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | $225,228 | $0 | $33,456 | |||
| MORRIS GOODWIN JR | ||||||||
| CFO (THROUGH JUNE 2014) | 40.00 | Yes (X) | $188,067 | $0 | $19,781 | |||
| JOAN MCCUSKER | ||||||||
| CFO (STARTED JUNE 2014) | 40.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM WRIGHT | ||||||||
| TREASURER | 40.00 | Yes (X) | $122,056 | $0 | $23,091 | |||
| JAMES CHRIS SERGEANT | ||||||||
| ASSISTANT TREASURER | 40.00 | Yes (X) | $83,990 | $0 | $8,560 | |||
| MARK E KAHN | ||||||||
| ASSISTANT TREASURER | 40.00 | Yes (X) | $102,187 | $0 | $28,015 | |||
| PAULETTE SCHROM | ||||||||
| ASSISTANT SECRETARY | 40.00 | Yes (X) | $74,006 | $0 | $26,069 | |||
| ROBERTA CORDANO | ||||||||
| VP OF PROGRAMS | 40.00 | Yes (X) | $179,537 | $0 | $29,824 | |||
| PAUL MATTESSICH | ||||||||
| EXECUTIVE DIRECTOR - WILDER RESEARCH | 40.00 | Yes (X) | $156,305 | $0 | $45,918 | |||
| COLLEEN MLECOCH | ||||||||
| DIRECTOR - FACILITIES & IT | 40.00 | $158,292 | $0 | $24,071 | Yes (X) | |||
| JOSHUA P NEWMAN | ||||||||
| MEDICAL DIRECTOR | 40.00 | $203,852 | $0 | $43,543 | Yes (X) | |||
| KRISTINE A MARTIN | ||||||||
| VP OF WILDER CENTER FOR COMMUNITIES | 40.00 | $139,576 | $0 | $9,564 | Yes (X) | |||
| BRIEN GODFREY | ||||||||
| PSYCHIATRIST | 40.00 | $136,978 | $0 | $4,305 | Yes (X) | |||
| JILL R SCHOER | ||||||||
| VP OF DEVELOPMENT | 40.00 | $143,768 | $0 | $25,345 | Yes (X) | |||
| RICHARD CHASE | ||||||||
| CONSULTING SCIENTIST - WILDER RES. | 40.00 | $114,190 | $0 | $26,949 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,028,032 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $348,491 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIRTLE CALLAGHAN | |||||
| FIVE TOWER BRIDGE300 BARR HARBOR D | WEST CONSHOHOCKEN | PA | 19428 | INVESTMENT MANAGEMENT | $410,849 |
| EMTEC | |||||
| 7212 SOLUTION CENTER | CHICAGO | IL | 60677 | SOFTWARE SUPPORT/ IMPLEMENTATION | $340,285 |
| FIDELITY BUILDING SERVICES | |||||
| 951 AMERICAN BOULEVARD EAST | MINNEAPOLIS | MN | 55420 | BUILDING MAINTENANCE SERVICES | $187,341 |
| BOWMAN SYSTEMS LLC | |||||
| 333 TEXAS STREET SUITE 300 | SHREVEPORT | LA | 71101 | SOFTWARE AND DATABASE SUPPORT | $164,463 |
| BRIGGS & MORGAN | |||||
| 80 SOUTH EIGHTH STREET | MINNEAPOLIS | MN | 55402 | LEGAL SERVICES | $159,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $390,290 | FederatedCampaignsAmt |
| Fundraising | $57,196 | FundraisingAmt |
| Government Grants | $6,495,590 | GovernmentGrantsAmt |
| All Other Contributions | $3,033,927 | AllOtherContributionsAmt |
| Noncash Contributions | $441,534 | NoncashContributionsAmt |
| Total Contributions | $9,977,003 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WILDER PROGRAMS | 624200 | $9,637,639 | $9,637,639 |
| WILDER RESEARCH | 624200 | $3,446,677 | $3,446,677 |
| OTHER PROGRAM REVENUE | 624200 | $1,172,187 | $1,172,187 |
| CENTER FOR COMMUNITIES | 624200 | $422,119 | $422,119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,678,622 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,512,294 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,450 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,518,744 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $462,155 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $570,244 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$108,089 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$108,089 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$108,089 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,478,507 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,069,217 | SecuritiesAmt |
| Other | $552,340 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,409,290 | SecuritiesAmt |
| Other | -$552,340 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,856,950 | TotalRevenueColumnAmt |
| Exclusion | $5,856,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,600 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,196 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,554 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46 | TotalRevenueColumnAmt |
| Exclusion | $46 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,916,826 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,678,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$114,539 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,375,740 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,773 | TotalAmt |
| Program Services | $1,383,773 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501,261 | TotalAmt |
| Program Services | $460,817 | ProgramServicesAmt |
| Management And General | $958,124 | ManagementAndGeneralAmt |
| Fundraising | $82,320 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,550,315 | TotalAmt |
| Program Services | $16,521,900 | ProgramServicesAmt |
| Management And General | $2,198,167 | ManagementAndGeneralAmt |
| Fundraising | $830,248 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,767,887 | TotalAmt |
| Program Services | $4,752,528 | ProgramServicesAmt |
| Management And General | $846,463 | ManagementAndGeneralAmt |
| Fundraising | $168,896 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,247,934 | TotalAmt |
| Program Services | $3,033,953 | ProgramServicesAmt |
| Management And General | $127,847 | ManagementAndGeneralAmt |
| Fundraising | $86,134 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,430,104 | TotalAmt |
| Program Services | $1,145,349 | ProgramServicesAmt |
| Management And General | $186,028 | ManagementAndGeneralAmt |
| Fundraising | $98,727 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,892 | TotalAmt |
| Program Services | $30,713 | ProgramServicesAmt |
| Management And General | $82,179 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,354 | TotalAmt |
| Program Services | $9,400 | ProgramServicesAmt |
| Management And General | $91,954 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,034 | TotalAmt |
| Fundraising | $5,034 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,358 | TotalAmt |
| Management And General | $1,357,358 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,599,904 | TotalAmt |
| Program Services | $1,981,942 | ProgramServicesAmt |
| Management And General | $557,158 | ManagementAndGeneralAmt |
| Fundraising | $60,804 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,528 | TotalAmt |
| Program Services | $92,135 | ProgramServicesAmt |
| Management And General | $147,410 | ManagementAndGeneralAmt |
| Fundraising | $983 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,900 | TotalAmt |
| Program Services | $42,516 | ProgramServicesAmt |
| Management And General | $280,120 | ManagementAndGeneralAmt |
| Fundraising | $24,264 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,475 | TotalAmt |
| Program Services | $459,956 | ProgramServicesAmt |
| Management And General | $368,654 | ManagementAndGeneralAmt |
| Fundraising | $865 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,082 | TotalAmt |
| Program Services | $88,173 | ProgramServicesAmt |
| Management And General | $2,909 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,300,259 | TotalAmt |
| Program Services | $13,048 | ProgramServicesAmt |
| Management And General | $1,285,341 | ManagementAndGeneralAmt |
| Fundraising | $1,870 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,159 | TotalAmt |
| Program Services | $358,090 | ProgramServicesAmt |
| Management And General | $1,414,069 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,193 | TotalAmt |
| Program Services | $257,845 | ProgramServicesAmt |
| Management And General | $105,764 | ManagementAndGeneralAmt |
| Fundraising | $1,584 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $1,626,554 | $1,045,939 | $104,045 | $476,570 |
| DIRECT PROGRAM EXPENSE | $1,153,675 | $971,903 | $122,993 | $58,779 |
| STAFF DEVELOPMENT | $448,187 | $313,173 | $125,712 | $9,302 |
| BAD DEBT EXPENSE | $56,481 | $56,481 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Program Services | $1,921,703 | ProgramServicesAmt |
| Management And General | -$1,997,367 | ManagementAndGeneralAmt |
| Fundraising | $75,664 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,288,309 | TotalAmt |
| Program Services | $34,941,337 | ProgramServicesAmt |
| Management And General | $8,364,928 | ManagementAndGeneralAmt |
| Fundraising | $1,982,044 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $781,334 | BOYAmt |
| EOY | $721,876 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,983,683 | BOYAmt |
| EOY | $10,450,991 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,917,876 | BOYAmt |
| EOY | $1,148,399 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,110,362 | BOYAmt |
| EOY | $3,504,041 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,178 | BOYAmt |
| EOY | $258,367 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $47,365,778 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,549,331 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,812,361 | BOYAmt |
| EOY | $35,816,447 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,724,175 | BOYAmt |
| EOY | $114,975,845 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,935,794 | BOYAmt |
| EOY | $36,098,931 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,810 | BOYAmt |
| EOY | $280,344 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,187,606 | BOYAmt |
| EOY | $2,334,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,973,179 | BOYAmt |
| EOY | $205,590,041 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,906,347 | BOYAmt |
| EOY | $3,922,399 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $930,498 | BOYAmt |
| EOY | $1,508,186 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,530,000 | BOYAmt |
| EOY | $27,755,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,556 | BOYAmt |
| EOY | $267,289 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,999,254 | BOYAmt |
| EOY | $20,622,688 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,796,655 | BOYAmt |
| EOY | $54,075,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$14,926,026 | BOYAmt |
| EOY | -$10,770,776 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,101,048 | BOYAmt |
| EOY | $151,612,839 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,001,502 | BOYAmt |
| EOY | $10,672,416 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,176,524 | BOYAmt |
| EOY | $151,514,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,973,179 | BOYAmt |
| EOY | $205,590,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$11,371,483 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,834,558 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,874,880 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $12,316,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,151,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,833,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,035,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,321,949 | CurrentTaxYearAmt |
| Total | $57,659,624 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,316,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,151,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,833,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,035,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,321,949 | CurrentTaxYearAmt |
| Total | $57,659,624 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,056,180 | SubstantialContributorsTotAmt |
| Public Support Total170 | $53,603,444 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,317,319 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,257,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,802,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,215,575 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,518,744 | CurrentTaxYearAmt |
| Total | $18,111,443 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,000 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $75,781,067 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $81,419,418 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2009 AMOUNT: $ 10,000. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $1,868 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $2,954 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $232 | RalliesDemonstrationsAmt |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $10,862 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $15,916 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE WILDER FOUNDATION WORKED TO ADVANCE A SET OF LEGISLATIVE PRIORITY ISSUES IN THE 2014 MINNESOTA STATE LEGISLATIVE SESSION, AS WELL AS SOME VERY LIMITED WORK ON FEDERAL HOUSING ISSUES. PRIORITY ISSUES INCLUDED EARLY CHILDHOOD EDUCATION, HOUSING AND HOMELESSNESS, CAREGIVER SUPPORT, MINIMUM WAGE, EDUCATION AND MORE. ACTIVITIES INCLUDED EDUCATING ELECTED OFFICIALS AND THEIR STAFF IN BOTH THE EXECUTIVE AND LEGISLATIVE BRANCHES, AND LOBBYING ACTIVITY TO ADVANCE SPECIFIC PIECES OF LEGISLATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,899,555 | BeginningYearBalanceAmt |
| Contributions | $628,593 | ContributionsAmt |
| Investment Earnings Or Losses | $22,527,046 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $17,605,761 | OtherExpendituresAmt |
| Administrative Expenses | $4,220,923 | AdministrativeExpensesAmt |
| End Year Balance | $157,228,510 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $160,591,493 | BeginningYearBalanceAmt |
| Contributions | $42,024 | ContributionsAmt |
| Investment Earnings Or Losses | $12,593,582 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,128,756 | OtherExpendituresAmt |
| Administrative Expenses | $4,198,788 | AdministrativeExpensesAmt |
| End Year Balance | $155,899,555 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,216,704 | BeginningYearBalanceAmt |
| Contributions | $1,629,176 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,044,270 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,840,598 | OtherExpendituresAmt |
| Administrative Expenses | $3,369,519 | AdministrativeExpensesAmt |
| End Year Balance | $160,591,493 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $155,713,805 | BeginningYearBalanceAmt |
| Contributions | $4,822,286 | ContributionsAmt |
| Investment Earnings Or Losses | $33,255,984 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,533,016 | OtherExpendituresAmt |
| Administrative Expenses | $4,042,355 | AdministrativeExpensesAmt |
| End Year Balance | $178,216,704 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $156,250,802 | BeginningYearBalanceAmt |
| Contributions | $348,692 | ContributionsAmt |
| Investment Earnings Or Losses | $14,704,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,590,335 | OtherExpendituresAmt |
| End Year Balance | $155,713,805 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05890 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.94110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,395,117 | OtherCostOrOtherBasisAmt |
| Book Value | $3,395,117 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,485,035 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,582,771 | DepreciationAmt |
| Book Value | $27,902,264 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,436,349 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,966,560 | DepreciationAmt |
| Book Value | $4,469,789 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,277 | OtherCostOrOtherBasisAmt |
| Book Value | $49,277 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,816,447 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE LIMITED PARTNERSHIPS | $8,982,229 | F |
| WILDER REAL ESTATE INVESTMENTS | $6,634,639 | C |
| PRIVATE EQUITY LIMITED PARTNERSHIPS | $2,573,865 | F |
| HEDGE FUNDS | $16,193,266 | F |
| COMMINGLED EQUITY FUNDS | $1,714,932 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $36,098,931 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE ANNUITY PAYABLE | $117,012 |
| ASSET RETIREMENT OBLIGATION | $177,090 |
| ACCRUED PENSION COST | $20,328,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $20,622,688 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $41,932,072 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,834,558 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $573,798 | OtherRevenueAmt |
| Revenue Not Reported | $13,408,356 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,523,716 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,393,110 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,393,110 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,916,826 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,525,101 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $573,798 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $573,798 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,951,303 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,337,006 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,337,006 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,288,309 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS BOARD DESIGNATED AND DONOR RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR THE PURPOSE OF SECURING THE FOUNDATION'S LONG-TERM FINANCIAL VIABILITY AND CONTINUING TO MEET THE NEEDS OF CHILDREN AND FAMILIES IN THE COMMUNITY. |
| PART X, LINE 2: | THE FOUNDATION HAS TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MINNESOTA STATUTES. THE FOUNDATION HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS A PUBLIC CHARITY UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY THE DONORS ARE TAX DEDUCTIBLE. INVESTMENT HOLDINGS CAN GENERATE UNRELATED BUSINESS INCOME TAX. THE FOUNDATION HAS ADOPTED A POLICY THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS. THE POLICY DESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THIS POLICY HAD NO IMPACT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE AND LOCAL AUTHORITIES. THE TAX RETURNS FOR YEARS 2011-2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 3,554. RENTAL EXPENSES 570,244. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 4,220,923. REVENUE FROM DISCONTINUED OPERATIONS 1,172,187. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 3,554. RENTAL EXPENSES 570,244. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES FROM DISCONTINUED OPERATIONS 1,116,083. INVESTMENT EXPENSES 4,220,923. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $18,476,250 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $18,476,250 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $18,476,250 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHILDREN'S MENTAL HEALTH DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $60,796 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $57,196 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,600 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,501 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $53 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $60,796 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,196 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $3,600 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,501 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $53 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $3,554 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $46 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| EDUCATION ASSISTANCE | 47 | $103,700 | $0 | N/A | N/A |
| RENT ASSISTANCE | 178 | $1,193,036 | $0 | N/A | N/A |
| TRANSLATION SERVICES | 288 | $21,613 | $0 | N/A | N/A |
| TRANSPORTATION ASSISTANCE | 18488 | $65,424 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS FINANCIAL STAFF ASSIGNED IN EACH OPERATING DIVISION TO MONITOR GRANT FUNDING USE AND REPORTING. THE FOUNDATION ALSO HAS COMPLIANCE STAFF MONITORING ELIGIBILITY AND DOCUMENTATION REQUIREMENTS FOR GRANT FUNDING RECEIVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAYKAO HANG | ||||||||||||||
| CEO & PRESIDENT | $214,063 | $0 | $11,165 | $0 | $0 | $0 | $12,933 | $0 | $20,523 | $0 | $258,684 | $0 | $0 | $0 |
| MORRIS GOODWIN JR | ||||||||||||||
| CFO (THROUGH JUNE 2014) | $178,831 | $0 | $9,236 | $0 | $0 | $0 | $4,922 | $0 | $14,859 | $0 | $207,848 | $0 | $0 | $0 |
| ROBERTA CORDANO | ||||||||||||||
| VP OF PROGRAMS | $174,360 | $0 | $5,177 | $0 | $0 | $0 | $10,072 | $0 | $19,752 | $0 | $209,361 | $0 | $0 | $0 |
| PAUL MATTESSICH | ||||||||||||||
| EXECUTIVE DIRECTOR - WILDER RESEARCH | $148,344 | $0 | $7,961 | $0 | $0 | $0 | $26,076 | $0 | $19,842 | $0 | $202,223 | $0 | $0 | $0 |
| COLLEEN MLECOCH | ||||||||||||||
| DIRECTOR - FACILITIES & IT | $153,700 | $0 | $4,592 | $0 | $0 | $0 | $9,449 | $0 | $14,622 | $0 | $182,363 | $0 | $0 | $0 |
| JOSHUA P NEWMAN | ||||||||||||||
| MEDICAL DIRECTOR | $193,522 | $0 | $10,330 | $0 | $0 | $0 | $23,102 | $0 | $20,441 | $0 | $247,395 | $0 | $0 | $0 |
| JILL R SCHOER | ||||||||||||||
| VP OF DEVELOPMENT | $120,393 | $0 | $1,388 | $0 | $21,987 | $0 | $5,861 | $0 | $19,484 | $0 | $169,113 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | JAMES (CHRIS) SERGEANT: SEVERANCE $27,850 JILL R. SCHOER: SEVERANCE $21,987 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORT AUTHORITY OF THE CITY OF SAINT PAUL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 416005524 | BondIssuerEIN |
| CUSIP | 000793067 | CUSIPNum |
| Bond Issued | 2010-12-01 | BondIssuedDt |
| Issue Price | $28,405,000 | IssuePriceAmt |
| Purpose | REFUND BONDS OF 2006 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,975,000 | RetiredAmt |
| Total Proceeds | $28,405,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $322,280 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $28,082,720 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.02600 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.02600 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
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 | WELLS FARGO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | J. STEINER, A FORMER FOUNDATION BOARD MEMBER IS AN OFFICER OF WELLS FARGO | RelationshipDescriptionTxt |
| Transaction | $165,557 | TransactionAmt |
| Transaction | WELLS FARGO BANK PROVIDES BANKING AND INVESTMENT TRUST SERVICES TO THE FOUNDATION | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $350 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $436,403 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | TICKETS | 4 | $2,495 | FACE VALUE |
| Yes (X) | SUPPLIES | 60 | $2,286 | ESTIMATED VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS ON PART I, COLUMN B. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY THE FOUNDATION'S AUDITORS WITH ASSISTANCE FROM FINANCIAL SERVICES AND CORPORATE COMPLIANCE STAFF, OTHER DEPARTMENTS MAY BE CALLED UPON TO PROVIDE ADDITIONAL INFORMATION OR ASSISTANCE AS REQUIRED. PREPARATION OF THE FORM 990 BEGINS AFTER COMPLETION OF THE FOUNDATION'S JUNE 30 FISCAL YEAR-END AUDIT. A DRAFT OF THE DOCUMENT IS REVIEWED BY FOUNDATION STAFF (FINANCIAL SERVICES AND CORPORATE COMPLIANCE) AND IS THEN PRESENTED TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. ONCE THE AUDIT COMMITTEE HAS REVIEWED AND APPROVED THE DRAFT, THE FORM 990 IS THEN SUBMITTED TO THE FULL BOARD FOR APPROVAL AND SUBMISSION TO THE IRS, THE STATE OF MINNESOTA AND ANY OTHER STATES AS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 12C | IT IS THE POLICY OF THE FOUNDATION TO IDENTIFY, ADDRESS AND ACTIVELY MANAGE ISSUES OF ACTUAL, POTENTIAL AND PERCEIVED CONFLICTS OF INTEREST INVOLVING ALL TRUSTEES, OFFICERS, AND EMPLOYEES. COVERED INDIVIDUALS ARE REQUIRED TO COMPLETE, AND UPDATE AS NEEDED, AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. ANY POTENTIAL CONFLICT INVOLVING A MEMBER OF BOARD, CORPORATE OFFICER, SENIOR MANAGEMENT OR KEY EMPLOYEE IS REVIEWED BY THE CHAIR OF THE BOARD, THE PRESIDENT AND THE COMPLIANCE DIRECTOR. WHEN AN APPEARANCE OF IMPROPRIETY OR ACTUAL CONFLICT OF INTEREST EXISTS, APPROPRIATE ACTION IS TAKEN, WHICH VARIES DEPENDING UPON THE PARTICULAR FACTS. THE INDIVIDUAL INVOLVED IN THE CONFLICT SITUATION WORKS COOPERATIVELY WITH THE APPROPRIATE FOUNDATION PERSONNEL TO ACHIEVE A RESOLUTION OF THE CONFLICT ISSUES IN THE BEST INTERESTS OF THE FOUNDATION. THIS MAY INCLUDE REMOVING THE INDIVIDUAL FROM A POSITION OF DECISION-MAKING AUTHORITY WITH RESPECT TO THE CONFLICT SITUATION OR OTHER MORE SERIOUS ACTIONS, DEPENDING UPON THE NATURE OF THE CONFLICT. IF THE CONFLICT INVOLVES A CONTRACT OR AGREEMENT BEING ENTERED INTO, THE CONFLICT MUST BE DISCLOSED AND THE STEPS TAKEN TO ADDRESS THE CONFLICT DOCUMENTED. THIS DOCUMENTATION IS PROVIDED AND KEPT ON FILE IN THE CORPORATE COMPLIANCE DEPARTMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE COMMITTEE SET FORTH THAT THE FOUNDATION WOULD OBTAIN AND USE APPROPRIATE COMPENSATION DATA TO SET EXECUTIVE COMPENSATION LEVELS THAT ARE ALIGNED WITH THE FOUNDATION'S MISSION AND VALUES. ANNUALLY, THE HUMAN RESOURCES COMMITTEE OF THE BOARD DISCUSSES RESULTS OF A RECENT REVIEW OF OFFICER COMPENSATION RELATED TO FISCAL YEAR SALARY RANGES. THE RANGES ARE DETERMINED BY USING COMPARABLE MARKET DATA. THROUGH THIS PROCESS, THE PAY RANGE FOR THE PRESIDENT/CEO POSITION IS DETERMINED AND RECOMMENDED BY THE HUMAN RESOURCES COMMITTEE OF THE BOARD TO THE FULL BOARD FOR APPROVAL. AFTER THE FISCAL YEAR BASE PAY SALARY RANGE IS APPROVED FOR THE POSITION THE GOVERNANCE COMMITTEE REVIEWS THE MARKET SALARY ANALYSIS AND RECOMMENDS MARKET PAY MOVEMENT FOR THE PRESIDENT FOR APPROVAL BY THE BOARD OF DIRECTORS. THE PRESIDENT'S PERFORMANCE REVIEW IS ALSO CONDUCTED ANNUALLY IN A SEPARATE PROCESS, REVIEWED BY THE GOVERNANCE COMMITTEE, AND APPROVED BY THE BOARD OF DIRECTORS. THE PROCESS INCLUDES A CLEAR DETERMINATION OF THE PERFORMANCE OBJECTIVES FOR THE CURRENT FISCAL YEAR; A REVIEW AND ANALYSIS OF THE PERFORMANCE OBJECTIVES OUTCOMES FOLLOWING THE END OF THE FISCAL YEAR; AND A FINAL DETERMINATION OF PERFORMANCE PAY FOR THE POSITION. THIS PROCESS WAS CONDUCTED TO DETERMINE THE FISCAL YEAR 2014 AND FISCAL YEAR 2015 COMPENSATION FOR THE PRESIDENT. THE METHOD USED FOR DETERMINING THE COMPENSATION LEVELS FOR ALL OFFICERS OF THE FOUNDATION, WITH THE EXCEPTION OF THE PRESIDENT, IS SUBJECT TO REVIEW BY THE HUMAN RESOURCES COMMITTEE AND APPROVAL BY THE BOARD OF DIRECTORS. IN DETERMINING REASONABLE COMPENSATION, CONSIDERATION IS GIVEN TO THE AMOUNT ORDINARILY COMPENSATED FOR LIKE SERVICES, BY LIKE ENTERPRISES (WHETHER TAXABLE OR TAX EXEMPT), AND UNDER LIKE CIRCUMSTANCES. THIS PROCESS WAS CONDUCTED TO DETERMINE THE FISCAL YEAR 2014 AND FISCAL YEAR 2015 COMPENSATION RANGE OF THE VICE PRESIDENT, FINANCE AND ADMINISTRATION, TREASURER, ASSISTANT TREASURER, ASSISTANT SECRETARY, AND KEY EXECUTIVES OF THE FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | PENSION ADDITIONAL MINIMUM LIABILITY 2,874,880. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| HOLCOMB CORPORATION | |||||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | 411511508 | ENERGY PARK RELATIONSHIP MGMT | MN | $0 | $0 | WILDER FOUNDATION |
| AHW CORPORATION | |||||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | 411385628 | ST. PAUL ENERGY PARK PROJECTS | MN | $0 | $0 | WILDER FOUNDATION |
| 46 EAST FOURTH STREET | |||||||||
| 451 LEXINGTON PARKWAY NORTH | ST PAUL | MN | 55104 | 272912297 | MN PLACE HOUSING PROJECT | MN | $0 | $400,306 | WILDER FOUNDATION |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (2) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |