2015-02-13T13:51:30-06:00 2014-06-30 390758449 WIPFLI LLP 3703 OAKWOOD HILLS PARKWAY EAU CLAIRE WI 54701 990 2013-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA COUNTY INC COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 PAUL J SALM BOARD TREASURER 7157238125 2014-12-12 1 JAY C MAYER CPA P00834023 7158323407 2014-12-12 2013 2016-02-25 16:41:14Z PAUL J SALM PO BOX 153 CHIPPEWA FALLS WI 54729 1658333 0 X WWW.YOURLEGACYFOREVER.ORG X 2001 WI ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTHROPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. 11 11 3 125 56095 0 419869 398647 0 0 297377 464346 46407 61554 763653 924547 117718 154246 0 0 87542 77865 0 0 12987 82566 92561 287826 324672 475827 599875 10208905 12609229 4220250 5648166 5988655 6961063 X ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTRHOPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. 0 0 271554 154246 0 DURING FISCAL YEAR ENDED JUNE 30, 2014, 22 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 209 AND TOTAL ASSETS UNDER MANAGEMENT GREW FROM $10.1 MILLION TO $12.5 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $14 MILLION. 271554 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X MELINDA HAUN 7157238125 404 1/2 N BRIDGE STREET CHIPPEWA FALLS WI 54729 KEN CUSTER CHAIR 1.00 X X 0 0 0 DALE ZWIEFELHOFER DIRECTOR 1.00 X 0 0 0 RICK SCHAFER VICE CHAIR 1.00 X X 0 0 0 PATTI DARLEY DIRECTOR 1.00 X 0 0 0 SUSAN KERN DIRECTOR 1.00 X 0 0 0 JEANNE BOISVERT DIRECTOR 1.00 X 0 0 0 PAUL J SALM TREASURER 1.00 X X 0 0 0 DAVID A JANKOSKI DIRECTOR 1.00 X 0 0 0 LINDA BERGEN DIRECTOR 1.00 X 0 0 0 MEGAN MACLAUGHLIN-BARCK DIRECTOR 1.00 X 0 0 0 TIM SCOBIE IMMEDIATE PAST CHAIR 1.00 X 0 0 0 MELINDA HAUN EXECUTIVE DIRECTOR/SECRETARY 40.00 X 54874 0 0 54874 0 0 0 0 0 0 0 10125 388522 398647 180600 180600 1013459 729713 283746 283746 283746 9532 10125 4073 5459 5459 ADMINISTRATION FEE 900099 56095 56095 56095 924547 0 56095 469805 154246 154246 57909 52118 4375 1416 19956 17960 1508 488 40861 30871 9990 509 509 20604 18543 1557 504 9401 9401 1844 1844 4257 4257 2409 1820 589 MEMBERSHIP FEES AND DUE 4446 4446 TRAINING 4294 4294 ANNUAL MEETING 3936 3936 324672 271554 40131 12987 44141 1 239663 102708 117298 49077 61834 53358 12233 8476 2499034 3413476 7280368 9014108 16168 21383 10208905 12609229 18005 10664 4202245 5637502 4220250 5648166 X 526783 641724 645967 1104590 4815905 5214749 5988655 6961063 10208905 12609229 X 599875 377453 -4920 X X 0 1 X 1 0 X 652265 658101 2106508 419869 398647 4235390 652265 658101 2106508 419869 398647 4235390 389117 3846273 26875 39744 143995 213481 180600 604695 4840085 0.79470 0.82280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 140967 24805 1208745 1 1 5349769 383045 694832 154059 6273587 4569182 409367 491942 120722 5349769 2560449 2063834 55101 4569182 1620780 615136 335160 10627 2560449 1208938 311738 108461 8357 1620780 0.00000 0.83100 0.16900 0 0 61834 53358 8476 8476 AMCAP FUND CL F2 799807 F DODGE & COX STOCK FUND 1189786 F VIRTUS EMERGING MARKETS 1168973 F METROPOLITAN WEST FDS 758204 F VANGUARD SHORT TERM INVESTMENT GRADE 889203 F CULLEN HIGH DIVID EQUITY FD 882092 F EUROPACIFIC GROWTH FUND 785463 F JENSEN PORTFOLIO INC 984955 F JP MORGAN STRATEGIC INCOME OPPORTUNITIES FD 778159 F OPPENHEIMER INTERNATIONAL GROWTH FUND 777466 F 9014108 AGENCY ENDOWMENT AND PASS-THROUGH FUNDS 5637502 5637502 X 1306073 377453 4073 381526 924547 0 924547 328745 4073 4073 324672 0 324672 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT CORPORATION CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER SECTION 501(C)(3) AND AS A NONPRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE OF 1986. IT IS ALSO EXEMPT FROM STATE INCOME TAXES PURSUANT TO SIMILAR STATE OF WISCONSIN TAX LAWS. IN ORDER TO ACCOUNT FOR ANY UNCERTAIN TAX POSITIONS, THE FOUNDATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS NOT RECORDED ANY ASSETS OR LIABILITIES FOR UNCERTAIN TAX POSITIONS OR UNRECOGNIZED TAX BENEFITS. THE FEDERAL RETURNS FOR THE YEARS ENDED JUNE 30, 2013, 2012, AND 2011 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND-RAISING EXPENSES ON 990 STATEMENT OF REVENUE 4,073. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND-RAISING EXPENSES ON 990 STATEMENT OF REVENUE 4,073. 1 CHIPPEWA COUNTY HUMANE ASSOCIATION INC 10501 COUNTY HIGHWAY S S CHIPPEWA FALLS WI 54729 411453515 501(C)(3) 13477 TO BE USED AT DISCRETION OF THE ORGANIZATION. CHIPPEWA COUNTY HISTORICAL SOCIETY 123 ALLEN ST CHIPPEWA FALLS WI 54729 237108082 501(C)(3) 7009 THE PAST PASSED HERE; AS NEEDED MCDONELL AREA CATHOLIC SCHOOLS 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 11073 JOSEPH W JOAS SCHOLARSHIP FUND, TO PROVIDE TWO ANNUAL SCHOLARSHIPS IN EQUAL AMOUNTS TO TWO GRADUATING SENIORS PURSUING A CAREER IN MUSIC WITH AN EMPHASIS ON THE VIOLIN; ST CHARLES PLAYGROUND EQUIPMENT; RUTLEDGE HOME STUDENT VISITS; AS NEEDED. FIRST PRESBYTERIAN CHURCH OF CHIPPEWA FALLS 130 W CENTRAL STREET CHIPPEWA FALLS WI 54729 391272793 501(C)(3) 6611 ENDOWMENT FUND IN HONOR AND IN MEMORY OF JOSEPH W JOAS' MOTHER, CARRIE ZEITINGER JOAS, AND HIS SISTER, VIVINA M JOAS; AS NEEDED. HOSPITAL SISTERS OF ST FRANCIS FOUNDATION-FRIENDS OF ST JOSEPH'S HOSPITAL 2661 COUNTY HIGHWAY I CHIPPEWA FALLS WI 54729 371186514 501(C)(3) 6509 TO BE USED AT DISCRETION OF THE ORGANIZATION. BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY 201 E LAKE ST EAU CLAIRE WI 54701 392032491 501(C)(3) 5022 TECHNOLOGY ENHANCEMENTS FOR ACADEMIC SUCCESS; AS NEEDED MCDONELL HIGH SCHOOL FOUNDATION 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391264037 501(C)(3) 22895 TO BE USED AT THE DISCRETION OF THE ORGANIZATION. ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHIPPEWA FALLS WI 54729 391032800 501(C)(3) 7483 TO BE USED AT THE DISCRETION OF THE CHURCH. PART I, LINE 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT OF GRANTS, THE GRANTEES' ELIGIBILITY FOR THE GRANTS, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS. THE GOVERNING BOARD OF THE ORGANIZATION HAS A SEPERATE GRANTS COMMITTEE THAT APPROVES ALL GRANTS. APPLICATIONS FOR GRANTS ARE RECEIVED BY THE GRANTS COMMITTEE AND REVIEWED FOR ELIGIBILITY. IF THE PERSON OR ORGANIZATION MEETS ALL ELIGIBILITY REQUIREMENTS, THE GRANT WILL BE AWARDED. ALL APPROVALS FOR GRANTS ARE DOCUMENTED IN THE OFFICIAL BOARD MINUTES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE COMMUNITY FOUNDATION OF CHIPPEWA COUNTY CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS AND STAFF. ON A YEARLY BASIS, THE EXECUTIVE DIRECTOR OF THE COMMUNITY FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF THE BOARD OF DIRECTORS AND ALL STAFF PERSONNEL. MEMBERS AND PERSONNEL ARE REQUIRED TO DISCLOSE ALL INTERESTS OF HIS/HERSELF AND HIS/HER SPOUSE IN ORGANIZATIONS IN WHICH THE COMMUNITY FOUNDATION MAY BE AFFILIATED. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN MEMBERS OR PERSONNEL AND POTENTIAL GRANT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER STAFF PERSONNEL ARE DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES SALARIES OF THE POSITIONS WITHIN THE COMMUNITY FOUNDATION TO SIMILIAR SALARIES WITHIN SIMILAR ORGANIZATIONS. PERIODIC PERFORMANCE REVIEWS ARE ALSO PERFORMED BY THE BOARD OF DIRECTORS AND AID IN DETERMINING SALARY INCREASES. FORM 990, PART VI, SECTION C, LINE 19 THE PUBLIC MAY VIEW GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS. FORM 990, PART XI, LINE 9: ENDOWED FUND TRANSFERRED TO AGENCY FUNDS -4,920. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.