EVANSTON COMMUNITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- EVANSTON COMMUNITY FOUNDATION INC (EIN 36-3466802)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201533149349302928
- Schema version
- 2014v5.0
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T14:14:33-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363466802 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANSTON COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 8474920990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE NO 535 | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA L SCHASTOK | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8474920990 | PhoneNum |
| Signature | 2015-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODY A GAUTHIER | PreparerPersonNm |
| PTIN | P00660340 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARA L SCHASTOK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE NO 535 | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,388,751 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVANSTONFOREVER.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | HELPING EVANSTON THRIVE NOW AND FOREVER AS A VIBRANT, INCLUSIVE, AND JUST COMMUNITY, THE EVANSTON COMMUNITY FOUNDATION BUILDS, CONNECTS, AND DISTRIBUTES RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE PUBLIC GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,008,295 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,715,706 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $65,002 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $67,345 | CYProgramServiceRevenueAmt |
| PY Investment Income | $751,830 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,150,378 | CYInvestmentIncomeAmt |
| PY Other Revenue | $29,581 | PYOtherRevenueAmt |
| CY Other Revenue | $8,243 | CYOtherRevenueAmt |
| PY Total Revenue | $2,854,708 | PYTotalRevenueAmt |
| CY Total Revenue | $3,941,672 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,515,807 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,595,734 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $598,919 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $708,739 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $197,553 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $433,129 | PYOtherExpensesAmt |
| CY Other Expenses | $597,179 | CYOtherExpensesAmt |
| PY Total Expenses | $2,547,855 | PYTotalExpensesAmt |
| CY Total Expenses | $2,901,652 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $306,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,040,020 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $19,320,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,390,998 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,946,856 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,286,812 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,373,455 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,104,186 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HELPING EVANSTON THRIVE NOW AND FOREVER AS A VIBRANT, INCLUSIVE, AND JUST COMMUNITY, THE EVANSTON COMMUNITY FOUNDATION BUILDS, CONNECTS, AND DISTRIBUTES RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE PUBLIC GOOD.THE FOUNDATION * BUILDS ENDOWMENTS FOR CURRENT AND FUTURE OPPORTUNITIES * FOSTERS PRIVATE PHILANTHROPY * FOCUSES THE IMPACT OF COLLECTIVE GIVING * FINDS SOLUTIONS TO COMMUNITY CHALLENGES * ALLOCATES GRANTS * PROVIDES LEADERSHIP TRAININGTHE FOUNDATION STRENGTHENS THE COMMUNITY'S NONPROFIT ORGANIZATIONS AND SERVES ITS DONORS THROUGH INNOVATIVE GRANTMAKING AND PARTNERSHIPS WITH OTHER PHILANTHROPIC ORGANIZATIONS AND INDIVIDUALS. THE FOUNDATION EVALUATES THE EFFECTIVENESS OF ITS GRANTMAKING THROUGH PERIODIC INTERACTIONS WITH GRANTEES, INCLUDING REVIEW OF THE GRANTEE'S INTERIM AND FINAL REPORTS AND SITE VISITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,469,818 | ExpenseAmt |
| Grant | $635,276 | GrantAmt |
| Desc | THE FOUNDATION'S ENDOWED FUNDS, TOGETHER WITH CURRENT GIFTS FROM DONORS AND PHILANTHROPIC PARTNERS, ENABLE THE FOUNDATION TO BUILD, CONNECT AND DISTRIBUTE RESOURCES AND KNOWLEDGE THROUGH LOCAL ORGANIZATIONS FOR THE GOOD OF EVANSTON. IN 2014 THE FOUNDATION MADE GRANTS TO MORE THAN 100 ORGANIZATIONS. GIFTS TO THE FOUNDATION'S ENDOWED FUNDS WILL GENERATE FUNDING FOR FUTURE PROGRAM INITIATIVES AND GRANTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $787,472 | ExpenseAmt |
| Grant | $787,472 | GrantAmt |
| Desc | THE ILLINOIS EARLY CHILDHOOD FELLOWSHIP IS AN INITIATIVE DEVELOPED IN 2008 BY A CONSORTIUM OF SIX CHICAGO AREA FUNDERS TO BUILD LEADERSHIP CAPACITY IN THE FIELD OF EARLY CHILDHOOD CARE AND EDUCATION. THE FOUNDATION SERVES AS THE FISCAL SPONSOR FOR THE INITIATIVE, PROVIDING PROJECT OVERSIGHT,INCLUDING ADMINISTRATIVE AND FINANCIAL SERVICES, AND RECEIVING GRANTS TO FUND THE PROGRAM OBJECTIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $199,359 | ExpenseAmt |
| Grant | $172,986 | GrantAmt |
| Desc | THE COMMUNITYWORKS INITIATIVE, "EVERY CHILD READY FOR KINDERGARTEN, EVERY YOUTH READY FOR WORK" IS THE FOUNDATION'S LARGEST PROGRAM. 2014 WAS THE EIGHTH FULL YEAR OF THE PROGRAM WHICH FOCUSES ON HOME VISITING AND RELATED SUPPORT SERVICES FOR HIGH RISK FAMILIES OF CHILDREN UNDER THE AGE OF 3, AS A FIRST STEP TOWARD KINDERGARTEN READINESS. IN 2012 AND CONTINUING THROUGH 2014, THE FOUNDATION EXPANDED ITS HOME VISITING SUPPORT FOR AT-RISK FAMILIES OF CHILDREN AGES 3 - 5 AND ADDED A SUMMER READING PROGRAM IN COLLABORATION WITH THE EVANSTON PUBLIC LIBRARY AND THE YOUTH JOB CENTER. A RELATED INITIATIVE, THE EVANSTON TWO GENERATION PILOT PROGRAM, LAUNCHED IN 2013 WITH SUPPORT FROM ASCEND AT THE ASPEN INSTITUTE. THE PROGRAM IS A COLLABORATION WITH THE INSTITUTE FOR POLICY RESEARCH AT NORTHWESTERN UNIVERSITY TO PLAN AND PILOT AN INNOVATIVE PROGRAM OF CAREER EXPLORATION AND COACHING FOR LOW-INCOME PARENTS WHILE THEIR CHILDREN ARE ENGAGED IN HIGH QUALITY, EARLY CHILDHOOD EDUCATION PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,456,649 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | 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 | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | 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 | JAN FISCHER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8474920990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 SHERMAN AVENUE | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JUDY AIELLO-FANTUS | ||||||
| RETIRED ASSISTANT CITY MAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LISA ALTENBERND | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LUN YE CRIM BAREFIELD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BLANCHARD | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL BRODY | ||||||
| DIRECTOR, 1ST VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JULIE CHERNOFF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANA COHEN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN GUNZBERG | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BURGIE HOWARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BILL LOGAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN MOTT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MURDOCH | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA REECE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC ROBISON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PENELOPE SACHS | ||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEITH SARPOLIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GENE SERVILLO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA SHELTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE SINGER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KEITH TERRY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY WITT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SARA SCHASTOK | ||||||
| PRESIDENT & CEO | 40.00 | $148,040 | $0 | $1,868 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,040 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,868 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| Fundraising | $213,110 | FundraisingAmt |
| All Other Contributions | $2,502,596 | AllOtherContributionsAmt |
| Total Contributions | $2,715,706 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $67,345 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,345 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $67,345 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $932,657 | TotalRevenueColumnAmt |
| Exclusion | $932,657 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,611,102 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,393,381 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $217,721 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $217,721 | TotalRevenueColumnAmt |
| Exclusion | $217,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,941 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $213,110 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,698 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,243 | TotalRevenueColumnAmt |
| Exclusion | $8,243 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,941,672 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $67,345 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,158,621 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595,734 | TotalAmt |
| Program Services | $1,595,734 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,087 | TotalAmt |
| Program Services | $125,874 | ProgramServicesAmt |
| Management And General | $14,809 | ManagementAndGeneralAmt |
| Fundraising | $7,404 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,740 | TotalAmt |
| Program Services | $265,502 | ProgramServicesAmt |
| Management And General | $91,734 | ManagementAndGeneralAmt |
| Fundraising | $64,504 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,628 | TotalAmt |
| Program Services | $66,242 | ProgramServicesAmt |
| Management And General | $21,823 | ManagementAndGeneralAmt |
| Fundraising | $11,563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,284 | TotalAmt |
| Program Services | $26,120 | ProgramServicesAmt |
| Management And General | $8,605 | ManagementAndGeneralAmt |
| Fundraising | $4,559 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,398 | TotalAmt |
| Program Services | $167,342 | ProgramServicesAmt |
| Management And General | $19,593 | ManagementAndGeneralAmt |
| Fundraising | $22,463 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,675 | TotalAmt |
| Program Services | $14,756 | ProgramServicesAmt |
| Management And General | $4,919 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,286 | TotalAmt |
| Program Services | $33,781 | ProgramServicesAmt |
| Management And General | $42,368 | ManagementAndGeneralAmt |
| Fundraising | $22,137 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,334 | TotalAmt |
| Program Services | $35,864 | ProgramServicesAmt |
| Management And General | $16,020 | ManagementAndGeneralAmt |
| Fundraising | $7,450 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,485 | TotalAmt |
| Program Services | $36,485 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,731 | TotalAmt |
| Program Services | $16,366 | ProgramServicesAmt |
| Management And General | $16,365 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNICATIONS | $67,731 | $21,028 | $3,079 | $43,624 |
| ANNUAL REPORT & NEWSLET | $47,936 | $38,427 | $9,509 | |
| STAFF AND BOARD EXPENSE | $19,696 | $10,175 | $5,823 | $3,698 |
| DUES AND SUBSCRIPTIONS | $5,907 | $2,953 | $2,312 | $642 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,901,652 | TotalAmt |
| Program Services | $2,456,649 | ProgramServicesAmt |
| Management And General | $247,450 | ManagementAndGeneralAmt |
| Fundraising | $197,553 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,357 | BOYAmt |
| EOY | $569,456 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $539,120 | BOYAmt |
| EOY | $705,896 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,144 | BOYAmt |
| EOY | $124,968 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,302 | BOYAmt |
| EOY | $14,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,610 | BOYAmt |
| EOY | $9,491 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $213,472 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $116,631 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,165 | BOYAmt |
| EOY | $96,841 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,650,613 | BOYAmt |
| EOY | $18,869,400 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,320,311 | BOYAmt |
| EOY | $20,390,998 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,905 | BOYAmt |
| EOY | $96,677 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,800 | BOYAmt |
| EOY | $160,891 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,611 | BOYAmt |
| EOY | $59,430 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,747,149 | BOYAmt |
| EOY | $2,955,423 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,391 | BOYAmt |
| EOY | $14,391 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,946,856 | BOYAmt |
| EOY | $3,286,812 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,593,913 | BOYAmt |
| EOY | $6,929,139 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,750,350 | BOYAmt |
| EOY | $10,145,855 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,192 | BOYAmt |
| EOY | $29,192 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,373,455 | BOYAmt |
| EOY | $17,104,186 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,320,311 | BOYAmt |
| EOY | $20,390,998 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,040,020 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$186,300 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$122,989 | 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 | $2,355,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,767,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,050,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,008,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,715,652 | CurrentTaxYearAmt |
| Total | $11,897,444 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,355,364 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,767,332 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,050,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,008,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,715,652 | CurrentTaxYearAmt |
| Total | $11,897,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $11,897,444 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $339,563 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $459,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,850 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $751,830 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,150,377 | CurrentTaxYearAmt |
| Total | $3,230,924 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,128,368 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $315,801 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78640 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 17 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $600,726 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $209,909 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,755,564 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,507,244 | BeginningYearBalanceAmt |
| Contributions | $167,634 | ContributionsAmt |
| Investment Earnings Or Losses | $605,142 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $581,739 | OtherExpendituresAmt |
| End Year Balance | $14,698,281 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,152,525 | BeginningYearBalanceAmt |
| Contributions | $168,793 | ContributionsAmt |
| Investment Earnings Or Losses | $1,843,953 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $658,027 | OtherExpendituresAmt |
| End Year Balance | $14,507,244 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,075,543 | BeginningYearBalanceAmt |
| Contributions | $291,161 | ContributionsAmt |
| Investment Earnings Or Losses | $1,337,174 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $551,353 | OtherExpendituresAmt |
| End Year Balance | $13,152,525 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,256,739 | BeginningYearBalanceAmt |
| Contributions | $1,336,931 | ContributionsAmt |
| Investment Earnings Or Losses | -$132,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $385,642 | OtherExpendituresAmt |
| End Year Balance | $12,075,543 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,811,606 | BeginningYearBalanceAmt |
| Contributions | $667,555 | ContributionsAmt |
| Investment Earnings Or Losses | $1,170,945 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $393,367 | OtherExpendituresAmt |
| End Year Balance | $11,256,739 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.35570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.64230 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $213,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,631 | DepreciationAmt |
| Book Value | $96,841 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $96,841 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITIES PAYABLE | Desc |
| Amt | $14,391 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,391 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,632,383 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$186,300 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$122,989 | OtherRevenueAmt |
| Revenue Not Reported | -$309,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,941,672 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,941,672 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,901,652 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,901,652 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,901,652 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS HELD AS AGENCY ENDOWMENTS REPRESENT ASSETS OF OTHER NON-PROFIT ORGANIZATIONS THAT HAVE BEEN CONVEYED TO THE FOUNDATION TO ESTABLISH FUNDS FOR THE BENEFIT OF THOSE ORGANIZATIONS. THE ASSETS BECOME A PART OF THE FOUNDATION'S INVESTMENT PORTFOLIO AND RECEIVE AN ALLOCATION OF INVESTMENT RETURNS, AS WELL AS INVESTMENT AND ACCOUNTING EXPENSES. THESE FUNDS ARE ALSO ASSESSED AN ADMINISTRATIVE FEE. THE FOUNDATION MAY RECEIVE CONTRIBUTIONS TO THESE FUNDS FROM THE GENERAL PUBLIC, AND THE ORGANIZATIONS RECEIVE PERIODIC DISTRIBUTIONS FROM THE FUNDS. |
| PART V, LINE 4: | EVANSTON COMMUNITY FOUNDATION BUILDS ENDOWMENTS THAT SUPPORT ITS GRANTMAKING AND PROGRAM INITIATIVES, LEADERSHIP DEVELOPMENT AND RELATED ACTIVITIES FOR THE BENEFIT OF THE PEOPLE OF EVANSTON, ILLINOIS AND SURROUNDING COMMUNITIES, NOW AND IN THE FUTURE. PERMANENT ENDOWMENTS HAVE BEEN DESIGNATED BY DONORS TO GROW IN PERPETUITY WHILE GENERATING ANNUAL SPENDING ALLOWANCES TO SUPPORT THE OPERATIONS, GRANTMAKING, AND PROGRAMS OF THE FOUNDATION AND DESIGNATED ORGANIZATIONS. BOARD-DESIGNATED ENDOWMENT FUNDS HAVE BEEN EARMARKED BY THE BOARD TO GROW IN PERPETUITY WHILE GENERATING ANNUAL SPENDING ALLOWANCES TO SUPPORT FOUNDATION OPERATIONS, GRANTMAKING AND PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION IS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR PROVISIONS OF THE STATE TAX LAW. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE FOUNDATION HAS NO ON-GOING FEDERAL OR STATE INCOME TAX AUDITS. HOWEVER, ITS TAX RETURNS FOR 2011 AND SUBSEQUENT YEARS REMAIN OPEN TO EXAMINATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS -122,989. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CELEBRATE EVANSTON | Event1Nm |
| Gross Receipts Event1 | $275,051 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $213,110 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $61,941 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $53,698 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $275,051 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $213,110 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,941 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $53,698 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,698 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,243 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (53 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ILLINOIS ACTION FOR CHILDREN | ||||||||
| ATTNMARIA WHELAN | CHICAGO | IL | 60640 | 362712912 | 501(C)(3) | $109,677 | ILLINOIS EARLY CHILDHOOD FELLOWS PROGRAM | |
| INFANT WELFARE SOCIETY OF EVANSTON | ||||||||
| 2200 MAIN STREET | EVANSTON | IL | 60202 | 362167753 | 501(C)(3) | $104,700 | EVERY CHILD READY FOR KINDERGARTEN PROGRAM | |
| LATINO POLICY FORUM | ||||||||
| ATTN ERNESTO DE LA TORRE | CHICAGO | IL | 60601 | 363676873 | 501(C)(3) | $82,064 | ILLINOIS EARLY CHILDHOOD FELLOWS PROGRAM | |
| VOICES FOR ILLINOIS CHILDREN | ||||||||
| ATTN GAYLORD GIESKE | CHICAGO | IL | 606041120 | 363480909 | 501(C)(3) | $81,025 | ILLINOIS EARLY CHILDHOOD FELLOWS PROGRAM | |
| EVANSTONSKOKIE SCHOOL DISTRICT 65 | ||||||||
| D65 FAMILY CENTER - ANGELA JOHNSON | EVANSTON | IL | 60201 | 366007570 | 501(C)(3) | $51,000 | EVERY CHILD READY FOR KINDERGARTEN PROGRAM | |
| ILLINOIS CHAPTER - AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| ATTN SCOTT ALLEN | CHICAGO | IL | 60642 | 510183494 | 501(C)(3) | $48,962 | ILLINOIS EARLY CHILDHOOD FELLOWS PROGRAM | |
| CENTER FOR INDEPENDENT FUTURES | ||||||||
| 1015 DAVIS STREET | EVANSTON | IL | 60201 | 364492994 | 501(C)(3) | $45,000 | MATCHING GRANTS TO DEVELOP ORGANIZATIONAL FUNDRAISING AND DONOR DEVELOPMENT CAPACITY | |
| NORTHWESTERN UNIVERSITY | ||||||||
| ATTN ERIC BETZOLD - INSTITUTE FOR | EVANSTON | IL | 31360 | 362167817 | 501(C)(3) | $31,360 | TWO GENERATION PILOT PROGRAM - OPERATING SUPPORT AND PROGRAM EVALUATIONS | POLICY RESEARCH |
| HOUSING OPTIONS FOR THE MENTALLY ILL | ||||||||
| 1132 FLORENCE AVENUE | EVANSTON | IL | 60202 | 363611260 | 501(C)(3) | $30,000 | MATCHING GRANTS TO DEVELOP ORGANIZATIONAL FUNDRAISING AND DONOR DEVELOPMENT CAPACITY | |
| EVANSTON SCHOLARS | ||||||||
| 1234 SHERMAN AVENUE | EVANSTON | IL | 60202 | 900685357 | 501(C)(3) | $23,000 | INCREASE STABILITY, ORGANIZATION, AND FUNDRAISING EFFORTS; ADDITIONAL SUPPORT FOR SUMMER COLLEGE PROGRAMS | |
| YWCA EVANSTONNORTH SHORE | ||||||||
| 1215 CHURCH STREET | EVANSTON | IL | 60201 | 362193618 | 501(C)(3) | $22,973 | EVANSTON SWIMS! IS AN INITIATIVE TO PROVIDE NO-COST SWIMMING AND WATER SAFETY TRAINING TO GRADE SCHOOL CHILDREN. | |
| NEXT THEATRE COMPANY | ||||||||
| 927 NOYES STREET | EVANSTON | IL | 60201 | 363158530 | 501(C)(3) | $18,000 | EXPAND NEXT THEATRE COMPANY BOARD, ITS PRESENCE IN DOWNTOWN EVANSTON, AND ITS PARTNERSHIPS WITH OTHER LOCAL ORGANIZATIONS, PLUS OPERATING SUPPORT. | |
| VOICES FOR ILLINOIS CHILDREN | ||||||||
| ATTN GAYLORD GIESKE | CHICAGO | IL | 606041120 | 363480909 | 501(C)(3) | $15,355 | ILLINOIS EARLY CHILDHOOD FELLOWS PROGRAM | |
| CONNECTIONS FOR THE HOMELESS INC | ||||||||
| 2121 DEWEY AVENUE | EVANSTON | IL | 60201 | 363346917 | 501(C)(3) | $15,000 | EDUCATIONAL, PSYCHOSOCIAL DEVELOPMENTAL, AND HEALTHCARE SUPPORT SERVICES TO CHILDREN OF HOMELESS FAMILIES. | |
| EVANSTON REBUILDING WAREHOUSE | ||||||||
| 2101 DEMPSTER | EVANSTON | IL | 60201 | 273797852 | 501(C)(3) | $15,000 | COMPREHENSIVE AND INTENSIVE TRAINING AND JOB CREATION PROGRAM | |
| FRANCES WILLARD HISTORICAL ASSOCIATION | ||||||||
| 1730 CHICAGO AVENUE | EVANSTON | IL | 60201 | 363940738 | 501(C)(3) | $15,000 | CAPACITY BUILDING TO DEVELOP COHERENCY OF BRAND AND EXPAND OUTREACH AND HISTORICAL PROGRAMMING ON FRANCES WILLARD AND THE FEMINIST SOCIAL JUSTICE MOVEMENT | |
| LITERATURE FOR ALL OF US | ||||||||
| 2010 DEWEY AVENUE | EVANSTON | IL | 60201 | 364167228 | 501(C)(3) | $15,000 | CAPACITY BUILDING TO INCLUDE NEW STRATEGIC PARTNERSHIPS FOR SPONSORED SERVICES AND BOOKS ARE BRIDGES PROGRAMMING | |
| MCGAW YMCA | ||||||||
| 1000 GROVE ST | EVANSTON | IL | 60201 | 362169194 | 501(C)(3) | $15,000 | SUMMER LEARNING PROGRAM TO PROVIDE LITERACY INSTRUCTION AND ENRICHMENT ACTIVITIES TO RISING FIRST THROUGH THIRD GRADERS WITH LOW READING SCORES | |
| REGENTS OF THE UNIVERSITY OF MINNESOTA | ||||||||
| NW5957 | MINNEAPOLIS | MN | 554855957 | 417014777 | 501(C)(3) | $15,000 | MIDWEST EXPANSION OF CHILD-PARENT CENTERS | |
| YOUTH JOB CENTER | ||||||||
| 1114 CHURCH STREET | EVANSTON | IL | 60201 | 363252809 | 501(C)(3) | $15,000 | CAREER PATHWAYS PROGRAM FOCUSES ON YOUTH AGES 17-25, SPECIFICALLY YOUTH NOT CONNECTED TO SCHOOL OR WORK. | |
| OUNCE OF PREVENTION | ||||||||
| ATTN ELLEN SMITH | CHICAGO | IL | 60603 | 363186328 | 501(C)(3) | $12,859 | ILLINOIS EARLY CHILDHOOD FELLOWS PROGRAM | |
| CENTER FOR ECONOMIC PROGRESS | ||||||||
| 567 W LAKE ST | CHICAGO | IL | 60661 | 363693728 | 501(C)(3) | $12,500 | TO PROVIDE FREE, COMMUNITY-BASED TAX AND FINANCIAL SERVICES FOR LOW-INCOME EVANSTON RESIDENTS. | |
| EVANSTON PUBLIC LIBRARY | ||||||||
| 1703 ORRINGTON AVENUE | EVANSTON | IL | 60201 | 366005870 | 501(C)(3) | $11,000 | EVERY CHILD READY FOR KINDERGARTEN PROGRAM | |
| YOU (YOUTH ORGANIZATIONS UMBRELLA) | ||||||||
| 1027 SHERMAN AVENUE | EVANSTON | IL | 60202 | 362734966 | 501(C)(3) | $11,000 | TO IMPLEMENT A Y.O.U.TH ARTISTS PROGRAM FOR 150 UNDERSERVED ELEMENTARY SCHOOL-AGE YOUTH. OU | |
| YWCA EVANSTONNORTH SHORE | ||||||||
| 1215 CHURCH STREET | EVANSTON | IL | 60201 | 362193618 | 501(C)(3) | $10,700 | RACIAL JUSTICE PROGRAM TO CREATE AND FACILITATE PROGRAMS WHICH ENCOURAGE DIALOGUE, EMPATHY AND COLLECTIVE ACTION AROUND RACIAL EQUITY. | |
| CIENCIA PARA TODOS (EVANSTON PUBLIC LIBRARY IS FISCAL SPONSOR) | ||||||||
| 1703 ORRINGTON AVENUE | EVANSTON | IL | 60201 | 366005870 | 501(C)(3) | $10,000 | SCIENCE OUTREACH PROGRAM, PRESENTED LARGELY IN SPANISH, FOR LATINO FAMILIES | |
| COMMUNITY PARTNERS FOR AFFORDABLE HOUSING (CPAH) | ||||||||
| 400 CENTRAL AVENUE 111 | HIGHLAND PARK | IL | 60035 | 061683983 | 501(C)(3) | $10,000 | CREATE ECONOMIC OPPORTUNITIES AND PROVIDE SAFE, ENVIRONMENTALLY SUSTAINABLE HOUSING AND FAMILY STABILITY FOR LOW-INCOME HOUSEHOLDS WHO LIVE AND WORK IN EVANSTON. | |
| ERIE FAMILY HEALTH CENTER | ||||||||
| 1701 WEST SUPERIOR 3RD FLOOR | CHICAGO | IL | 60622 | 363088628 | 501(C)(3) | $10,000 | HIRE A COMMUNITY HEALTH EDUCATOR AND EXPAND THE CARE COORDINATOR ROLE TO BUILD COMMUNITY LINKAGES AND BRING THE MOST DISENFRANCHISED PATIENTS BACK INTO CARE | |
| FAMILY FOCUS | ||||||||
| 2010 DEWEY AVENUE | EVANSTON | IL | 60201 | 362884042 | 501(C)(3) | $10,000 | TO BUILD AN INTENSIVE YOUTH DEVELOPMENT ORCHESTRA PROGRAM FOR 30-40 YOUNG EVANSTON STUDENTS | |
| FARMWORKER AND LANDSCAPER ADVOCACY PROJECT -FLAP- | ||||||||
| 33 N LASALLE 900 | CHICAGO | IL | 60602 | 364306362 | 501(C)(3) | $10,000 | ESTABLISH NETWORKS AND ACCESS TO LEGAL RESOURCES IN SUPPORT OF EVANSTON'S IMMIGRANTS | |
| JAMES B MORAN CENTER FOR YOUTH ADVOCACY | ||||||||
| 1123 EMERSON SUITE 203 | EVANSTON | IL | 60201 | 363180725 | 501(C)(3) | $10,000 | ACCESS TO EDUCATION INITIATIVE WILL PROVIDE TRAINING AND ADVOCACY TO LOW-INCOME EVANSTON PARENTS WHOSE CHILDREN NEED SPECIAL EDUCATION SERVICES. | |
| MIDTOWN EDUCATIONAL FOUNDATION | ||||||||
| ATTN TERRY SULLIVAN | CHICAGO | IL | 60607 | 363417278 | 501(C)(3) | $10,000 | 2014 CHICAGO URBAN YOUTH EDUCATIONAL AWARDS FOR AT RISK YOUTH | |
| MUDLARK THEATER | ||||||||
| 1417 HINMAN AVE | EVANSTON | IL | 60201 | 364573236 | 501(C)(3) | $10,000 | CAPACITY BUILDING VIA BRAND REFRESH, AUGMENTATION OF THE BOARD OF DIRECTORS, AND HIRING OF A DEVELOPMENT DIRECTOR. | |
| PIVEN THEATRE WORKSHOP | ||||||||
| 927 NOYES STREET | EVANSTON | IL | 60201 | 363000868 | 501(C)(3) | $10,000 | HIRE A PRODUCTION MANAGER TO MAXIMIZE RESOURCES. | |
| PS IT'S SOCIAL DBA CURTS CAFE | ||||||||
| 2922 CENTRAL STREET | EVANSTON | IL | 60201 | 453934105 | 501(C)(3) | $10,000 | EXPAND AND IMPROVE OPERATIONS TO BUILD CAPACITY TO AID AND EMPLOY AT-RISK YOUNG ADULTS. | |
| THE HARBOUR INC | ||||||||
| 1440 RENAISANCE DR | PARK RIDGE | IL | 60068 | 362827480 | 501(C)(3) | $10,000 | SUPPORT FOR A PART-TIME VOLUNTEER COORDINATOR TO IMPLEMENT A MENTORSHIP PROGRAM FOR YOUTH | |
| WARREN W CHERRY PRESCHOOL | ||||||||
| 1418 LAKE STREET | EVANSTON | IL | 60201 | 363809526 | 501(C)(3) | $10,000 | CAPACITY BUILDING GRANT TO IMPROVE THE SCHOOL'S GRANT OPPORTUNITIES | |
| YOUTH JOB CENTER | ||||||||
| 1114 CHURCH STREET | EVANSTON | IL | 60201 | 363252809 | 501(C)(3) | $9,000 | PROVIDE LITERACY ACTIVITIES FOR KINDERGARTEN READINESS AND FOR CHILDREN AT FREE SUMMER LUNCH SITES. | |
| WARREN W CHERRY PRESCHOOL | ||||||||
| 1418 LAKE STREET | EVANSTON | IL | 60201 | 363809526 | 501(C)(3) | $8,500 | PRESCHOOL SCHOLARSHIPS FOR CHILDREN WHOSE FAMILIES ARE INVOLVED IN EVERY CHILD READY FOR KINDERGARTEN PROGRAM | |
| WARREN W CHERRY PRESCHOOL | ||||||||
| 1418 LAKE STREET | EVANSTON | IL | 60201 | 363809526 | 501(C)(3) | $7,500 | SUPPORT TO EXPLORE ACTIVITIES, INCLUDING FUNDRAISING AND DONOR MANAGEMENT SOFTWARE, TO IMPROVE FUNDRAISING EFFECTIVENESS. | |
| MUDLARK THEATER | ||||||||
| 1417 HINMAN AVE | EVANSTON | IL | 60201 | 364573236 | 501(C)(3) | $6,300 | MUDPIE PROJECT SHOWCASE ADAPTED ENTIRELY FROM THE CREATIVE WRITING OF EVANSTON KIDS, AND PERFORMED BY THEIR PEERS. | |
| CENTER FOR INDEPENDENT FUTURES | ||||||||
| 1015 DAVIS STREET | EVANSTON | IL | 60201 | 364492994 | 501(C)(3) | $5,850 | DEVELOP THE 'ABILITY AWARENESS ONLINE LEARNING MODULES' TO OPTIMIZE PARTICIPATION OF INDIVIDUALS WITH DISABILITIES | |
| BEYOND THE BABY BLUES | ||||||||
| PO BOX 6579 | EVANSTON | IL | 60204 | 161649901 | 501(C)(3) | $5,600 | PROVIDE A SUPPORT GROUP FOR MOTHERS EXPERIENCING POSTPARTUM DEPRESSION AND ANXIETY. | |
| COLLEGE OF WOOSTER | ||||||||
| DEVELOPMENT DEPARTMENT | WOOSTER | OH | 446912363 | 340714654 | 501(C)(3) | $5,500 | GENERAL OPERATING SUPPORT | |
| CHILD CARE CENTER OF EVANSTON | ||||||||
| 1840 ASBURY AVE | EVANSTON | IL | 60201 | 362167017 | 501(C)(3) | $5,000 | CAPACITY BUILDING SUPPORT TO EXPAND AND IMPROVE DEVELOPMENT OPPORTUNITIES. | |
| GARDEN COUNCIL OF EVANSTON FOR EDIBLE EVANSTON | ||||||||
| C/O EARTH WHYS LLC | EVANSTON | IL | 60201 | 366107889 | 501(C)(3) | $5,000 | EXPAND EGGLESTON ANNIVERSARY ORCHARD TO DOUBLE ITS PHYSICAL SIZE AND THE NUMBER OF FRUIT TREES, NUT TREES, AND BERRY BUSHES | |
| EVANSTON COPE | ||||||||
| 1711 HARRISON | EVANSTON | IL | 60201 | 471209383 | 501(C)(3) | $5,000 | TO EXTEND THE GROCERY PROGRAM TO ALL ELEVEN OF ITS CURRENT PARTICIPATING SCHOOLS. | |
| EVANSTON SYMPHONY ORCHESTRA ASSOCIATION | ||||||||
| PO BOX 778 | EVANSTON | IL | 60201 | 366108588 | 501(C)(3) | $5,000 | OPERATIONAL IMPROVEMENT VIA A DATA MANAGEMENT SYSTEM | |
| EVANSTON TOWNSHIP HIGH SCHOOL | ||||||||
| ATTN MARY RODINO | EVANSTON | IL | 60201 | 300395044 | 501(C)(3) | $5,000 | LAUNCH OF CRADLE TO CAREER COMMUNITY-WIDE INITIATIVE | |
| JEWISH RECONSTRUCTIONIST CONGREGATION | ||||||||
| ATTN JILL PERSIN ASSISTANT | EVANSTON | IL | 60202 | 366118264 | 501(C)(3) | $5,000 | GENERAL OPERATING SUPPORT | EXECUTIVE DIRECTOR |
| NORTHLIGHT THEATRE | ||||||||
| 9501 SKOKIE BLVD | SKOKIE | IL | 60077 | 237390464 | 501(C)(3) | $5,000 | SUPPORT FOR NORTHLIGHT ON CAMPUS SPEAK-UP THEATRE EDUCATION PROJECT AT EVANSTON TOWNSHIP HIGH SCHOOL | |
| THE LILAC TREE | ||||||||
| 1123 EMERSON STREET | EVANSTON | IL | 60201 | 363729842 | 501(C)(3) | $5,000 | SUPPORT FOR ADDITIONAL PROGRAM COORDINATOR TO MANAGE AN INCREASE IN CLIENTS AND PROGRAMS. | |
| YWCA EVANSTONNORTH SHORE | ||||||||
| 1215 CHURCH STREET | EVANSTON | IL | 60201 | 362193618 | 501(C)(3) | $5,000 | SUPPORT FOR 'RACE: ARE WE SO DIFFERENT?" EXHIBITION | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | IN ORDER TO BE CONSIDERED FOR A GRANT, AN APPLICANT MUST BE A 501(C)3 OR OTHER ORGANIZATION QUALIFIED TO RECEIVE GIFT/GRANTS OR MUST HAVE A FISCAL SPONSOR; CURRENT TAX-EXEMPT STATUS IS VERIFIED USING THE GUIDESTAR CHARITY CHECK SERVICE. BEFORE GRANT MONIES ARE DISTRIBUTED, ALL GRANTEES SIGN A GRANT AGREEMENT THAT SPECIFIES HOW THE GRANT FUNDS ARE TO BE USED AND WHEN THE GRANTEE IS REQUIRED TO REPORT ON PROJECT STATUS. GRANTS ARE PAID IN TWO INSTALLMENTS. THE FIRST INSTALLMENT IS ISSUED UPON THE FOUNDATION'S RECEIPT OF THE SIGNED GRANT AGREEMENT; THE SECOND/FINAL GRANT INSTALLMENT IS RELEASED AFTER THE FOUNDATION HAS RECEIVED AN INTERIM REPORT FROM THE GRANTEE AND HAS DETERMINED THE PROJECT FUNDED BY THE GRANT IS PROGRESSING IN A MANNER CONSISTENT WITH THE GRANT AGREEMENT. AS A CONDITION OF RECEIVING THE FIRST INSTALLMENT, GRANTEES AGREE TO CONTACT THE FOUNDATION IF CIRCUMSTANCES ENCOUNTERED IN IMPLEMENTING THE GRANT PROJECT WILL AFFECT THEIR ABILITY TO USE THE GRANT FUNDS AND/OR EXECUTE THE GRANT PROJECT AS STIPULATED IN THE GRANT AGREEMENT. THE FOUNDATION CONDUCTS SITE VISITS FOR EVERY GRANT PROJECT, TO CONFIRM GRANT FUNDS ARE BEING SPENT AS INTENDED AND TO ASSESS PROGRESS TOWARD OBJECTIVES. DONOR ADVISED FUND GRANTS - GRANTS FROM A DONOR ADVISED FUND MAY BE APPROVED AND ISSUED IF THE FOUNDATION DETERMINES THAT ALL FIVE OF THE FOLLOWING REQUIREMENTS HAVE BEEN MET: (1) GRANT DOES NOT REQUIRE THE EXERCISE OF EXPENDITURE AUTHORITY; RECOMMENDED GRANTEES MUST BE 501(C)(3) ORGANIZATIONS, DESCRIBED IN SECTION 170(B)(1)(A), AND NOT BE CLASSIFIED AS SUPPORTING ORGANIZATIONS UNDER THE INTERNAL REVENUE SERVICE CODE SECTION 509(A)(3). THE FOUNDATION DOES NOT MAKE DISTRIBUTIONS TO ANY TYPE OF SUPPORTING ORGANIZATION. (2) GRANT IS CONSISTENT WITH THE PURPOSES AND POLICIES OF THE EVANSTON COMMUNITY FOUNDATION, INCLUDING THE FOUNDATION'S EQUAL ACCESS OPPORTUNITY POLICY. (3) NO DISTRIBUTIONS FROM THE FUND MAY BE MADE TO AN INDIVIDUAL, INCLUDING EXPENSE REIMBURSEMENT TO THE DONOR(S), ADVISOR(S) OR RELATED PARTIES. NO GRANTS, LOANS, COMPENSATION OR SIMILAR PAYMENTS MAY BE MADE FROM THE FUND TO THE DONOR(S), ADVISOR(S) OR RELATED PARTIES. (4) NO DISTRIBUTION FROM THE FUND SHALL BE USED TO SATISFY ANY CHARITABLE PLEDGE OR OTHER PERSONAL FINANCIAL OBLIGATION OF THE FUND DONOR(S), ADVISOR(S) OR RELATED PARTIES. (5) THE EVANSTON COMMUNITY FOUNDATION, AND THE FUND DONOR(S), ADVISOR(S) OR RELATED PARTIES, WILL NOT RECEIVE ANY TANGIBLE BENEFIT, GOODS OR SERVICES IN EXCHANGE FOR THE RECOMMENDED GRANT(S). TO DETERMINE ORGANIZATION STATUS UNDER THE INTERNAL REVENUE CODE, THE EVANSTON COMMUNITY FOUNDATION SUBSCRIBES TO THE GUIDESTAR CHARITY CHECK SERVICE, AS ALLOWED BY THE IRS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE OF THE FOUNDATION. THE COMMITTEE EVALUATES THE PRESIDENT AND CEO EACH SUMMER, CALLING ON BOARD MEMBERS TO SUBMIT WRITTEN INPUT THAT IS THEN SUMMARIZED AND PRESENTED WITHIN THE PERFORMANCE REVIEW. SUBSEQUENTLY, THE BUDGET IS DEVELOPED BY STAFF AND REVIEWED BY THE COMMITTEE, THE BOARD APPROVES THE TOTAL STAFF COMPENSATION AMOUNT FOR THE NEXT YEAR'S ANNUAL BUDGET. IN 2014, ALL STAFF MEMEBERS, INCLUDING THE PRESIDENT AND CEO, RECEIVED COST OF LIVING ADJUSTMENTS TO SALARY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $62,920 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVERAGE MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | GIFTS OF STOCK ARE SOLD THROUGH THE ORGANIZATION'S INVESTMENT CUSTODIAN. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT VERSION OF THE FORM 990 IS PRESENTED TO THE AUDIT AND EXECUTIVE COMMITTEES AS REPRESENTATIVES OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FINALIZING FOR FILING. THE FULL BOARD IS PROVIDED WITH THE FINAL DRAFT OF THE FORM 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | OUR CONFLICT OF INTEREST POLICY, INCLUDING THE CONFLICT OF INTEREST DISCLOSURE FORM, IS COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND SENIOR STAFF. THE COMPLETED DISCLOSURE FORMS ARE REVIEWED BY THE PRESIDENT AND CEO AND, IF ANY CONFLICTS HAVE BEEN IDENTIFIED, THEY ARE BROUGHT TO THE ATTENTION OF THE CFO AND THE EXECUTIVE COMMITTEE OF THE BOARD. SUBSEQUENTLY, CONFLICTS ARE DISCLOSED TO ANY COMMITTEES THAT MAY BE AFFECTED BY THE STATED CONFLICT. IN ADDITION, CONFLICT OF INTEREST FORMS ARE ALSO COMPLETED BY COMMITTEE MEMBERS WHO ARE COMMUNITY VOLUNTEERS AND NOT CURRENT MEMBERS OF THE ECF BOARD. ANY INDIVIDUALS WITH CONFLICTS INVOLVING BOARD OR COMMITTEE VOTES AND/OR DECISIONS ARE RECUSED FROM THOSE VOTES/DECISIONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE SERVES AS THE PERSONNEL COMMITTEE OF THE FOUNDATION. THE COMMITTEE EVALUATES PERFORMANCE OF THE PRESIDENT & CEO ANNUALLY, SURVEYING ALL BOARD MEMBERS FOR THEIR WRITTEN INPUT AND PRESENTING THE BOARD COMMENTS AS PART OF THE PERFORMANCE REVIEW. THE PRESIDENT & CEO'S COMPENSATION FOR THE COMING YEAR IS DETERMINED IN A CLOSED SESSION OF THE EXECUTIVE COMMITTEE WITH REFERENCE TO THE ANNUAL COUNCIL ON FOUNDATIONS' GRANTMAKERS SALARY AND BENEFITS REPORT. THE REPORT PRESENTS COMPENSATION DATA FOR OFFICERS AND KEY STAFF POSITIONS IN COMMUNITY FOUNDATIONS ACROSS THE UNITED STATES, CATEGORIZED BY POSITION, REGION AND ASSET SIZE. WHEN AVAILABLE, OTHER REFERENCE SOURCES SUCH AS THE GUIDESTAR NONPROFIT COMPENSATION REPORT ARE INCLUDED IN THE COMPENSATION REVIEW. THE EXECUTIVE COMMITTEE'S COMPENSATION DISCUSSIONS AND DECISIONS ARE DOCUMENTED CONTEMPORANEOUSLY AND RETAINED IN FOUNDATION FILES. AS PART OF THE BUDGET PROCESS, THE EXECUTIVE COMMITTEE OF THE BOARD APPROVES THE TOTAL DOLLAR AMOUNT AVAILABLE FOR STAFF COMPENSATION, INCLUDING OFFICERS. DETERMINATION OF OFFICER AND STAFF COMPENSATION IS DELEGATED BY THE ECF BOARD TO THE PRESIDENT & CEO, WHO ALSO REFERENCES THE COUNCIL ON FOUNDATIONS' ANNUAL GRANTMAKERS SALARY AND BENEFITS REPORT, GUIDESTAR AND OTHER COMPENSATION SURVEY DATA AS PART OF THE PROCESS. ANNUAL ADJUSTMENTS TO COMPENSATION ARE RETAINED IN FOUNDATION RECORDS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET INVESTMENT INCOME ALLOCATED TO FUNDS HELD AS AGENCY ENDOWMENTS -122,989. |
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