2013-08-13T09:23:17-05:00 2012-12-31 481292483 HENJES CONNER & WILLIAMS PC 800 FRANCES BLDG SIOUX CITY IA 51101 990 2012-01-01 421323904 SIOUXLAND COMMUNITY FOUNDATION SIOU 7122933303 505 FIFTH STREET NO 412 SIOUX CITY IA 51101 DEBORAH HUBBARD 7122933303 2013-08-08 1 MELISSA J WILLER P00121904 7122773931 2013-08-08 2012 2016-02-24 21:20:13Z DEBORAH HUBBARD 505 FIFTH STREET NO 412 SIOUX CITY IA 51101 4242021 0 X WWW.SIOUXLANDCOMMUNITYFOUNDATION.ORG X 1987 IA THE FOUNDATION CARRIES OUT EXCLUSIVELY CHARITABLE ACTIVITIES, PRIMARILY IN, OR FOR THE BENEFIT OF, THE SIOUXLAND AREA. 19 19 3 195 0 0 1674549 1819406 0 0 425858 593198 24482 21129 2124889 2433733 1617011 2008472 0 0 95603 109510 0 0 20588 75139 77325 1787753 2195307 337136 238426 14673828 15937837 1826217 2052542 12847611 13885295 X THE SIOUXLAND COMMUNITY FOUNDATION IS A PUBLICLY SUPPORTED, NONPROFIT ORGANIZATION ESTABLISHED TO SUPPORT AND ENHANCE THE QUALITY OF LIFE IN THE GREATER SIOUXLAND TRI-STATE AREA BY ADMINISTERING A POOL OF ENDOWED FUNDS CONTRIBUTED BY A VARIETY OF DONORS, INDIVIDUALS, FAMILIES, CORPORATIONS AND OTHER FOUNDATIONS AND RESPONDING TO EMERGING AND CHANGING NEEDS IN SIOUXLAND AND SUSTAIN EXISTING ORGANIZATIONS OR INSTITUTIONS THROUGH GRANTS. 0 0 2008472 2008472 AWARDED GRANTS TO ORGANIZATIONS PERFORMING CHARITABLE ACTIVITIES, PRIMARILY IN OR FOR THE BENEFIT OF THE SIOUXLAND AREA. 2008472 1 1 0 0 0 1 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 1 1 0 0 X DEBORAH HUBBARD 7122933303 505 FIFTH ST 412 SIOUX CITY IA 51101 GARRET K SMITH 1.00 X 0 0 0 KAREN B CLARK 1.00 X X 0 0 0 LEON D ROZEBOOM 1.00 X 0 0 0 MICHAEL H PROSSER 1.00 X 0 0 0 BARBARA F ORZECHOWSKI 1.00 X X 0 0 0 MATTHEW J LAWLER 1.00 X 0 0 0 PATRICK J COREY 1.00 X 0 0 0 CHARLES A KNOEPFLER 1.00 X 0 0 0 RICHARD J DEHNER 1.00 X 0 0 0 PAUL A BERGMANN 1.00 X X 0 0 0 LESLEY M BARTHOLOMEW 1.00 X X 0 0 0 CHARESE E YANNEY 1.00 X 0 0 0 ROBERT F MEIS 1.00 X 0 0 0 LAURA A SCHILTZ 1.00 X 0 0 0 DR RICHARD G WAGNER 1.00 X 0 0 0 LANCE D EHMCKE 1.00 X 0 0 0 MARILYN J HAGBERG 1.00 X 0 0 0 ROBERT W HOULIHAN 1.00 X 0 0 0 MATTHEW J BASYE 1.00 X 0 0 0 DEBORAH HUBBARD 40.00 X 54328 0 0 54328 0 0 0 0 0 0 0 1819406 6038 1819406 280159 280159 2121327 1808288 313039 313039 313039 INCREASE IN LIFE INSURANCE POLICY 900099 13429 13429 OTHER INVESTMENT INCOME 900099 7700 7700 21129 2433733 0 0 614327 1791197 1791197 217275 217275 54328 54328 45591 32009 13582 2500 2500 7091 6052 1039 6030 6030 34927 34927 8 8 1766 1766 2283 1458 825 7800 7800 2650 2120 530 2204 2204 SOFTWARE 5677 5677 CONTRACT LABOR 4688 4688 PRINTING 3541 1417 2124 POSTAGE 2424 1939 485 3327 3090 237 2195307 2008472 166247 20588 6477 8784 2686040 2022448 305500 319610 11362767 13267208 313044 319787 14673828 15937837 500610 555760 1325607 1496782 1826217 2052542 X 297287 382887 2752644 3064611 9797680 10437797 12847611 13885295 14673828 15937837 238426 799258 0 X X 0 1 X 1 0 X 2166874 1209717 2883545 1674549 1819406 9754091 2166874 1209717 2883545 1674549 1819406 9754091 2870587 6883504 238656 204556 269623 324834 287859 1325528 11079619 0.62130 0.66490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 46 12800 1138381 59825 972185 2142713 5465728 1 1 11388429 674386 1512776 352345 -835 126655 13097426 11231010 618008 -113194 215884 18773 112739 11388428 9235406 1095163 1288004 286574 100989 11231010 7675250 344599 1495451 196355 83539 9235406 9525181 410885 -2007845 167467 85504 7675250 0.00000 1.00000 0.00000 0 0 0 SNB INVESTMENT ACCOUNT 13267208 C 13267208 AGENCY GRANTS PAYABLE 65392 AGENCY ENDOWMENT FUNDS 1428593 ACCRUED EXPENSES 2797 1496782 X 3342400 799258 109409 908667 2433733 0 2433733 2304716 109409 109409 2195307 0 2195307 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: TAX YEARS POTENTIALLY SUBJECT TO EXAMINATION OF RETURNS BY AUTHORITIES ARE DECEMBER 31, 2009, 2010, 2011, AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES RETAINED BY FOUNDATION 108,326. LIFE INSURANCE PREMIUMS DONATED 1,083. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES RETAINED BY FOUNDATION 108,326. LIFE INSURANCE PREMIUMS DONATED 1,083. 1 APPLE INC PO BOX 846095 DALLAS TX 75284 424094110 18948 TECHNOLOGY GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS BATTLE CREEK COMM FIRE DEPARTMENT 504 1ST STREET BATTLE CREEK IA 51006 426004264 9150 SELF CONTAINED BREATHING APPARATUS & EXTRA TANKS BRIAR CLIFF UNIVERSITY 3303 REBECCA STREET SIOUX CITY IA 51104 420707124 8859 GENERAL SUPPORT CITY OF HARTLEY 11 SO CENTRAL AVENUE HARTLEY IA 51346 426004765 31920 HISTORIC RESTORATION PROJECTS CITY OF IRETON 316 MAIN STREET IRETON IA 51027 426004817 8000 COMMUNITY ENHANCEMENT PROJECTS COUNCIL ON SEXUAL ASSAULT & DOMESTIC VIOLENCE PO BOX 1565 SIOUX CITY IA 51102 421104234 14844 GENERAL SUPPORT FAMILY CRISIS CENTERS OF NW IOWA PO BOX 295 SIOUX CENTER IA 51250 421185690 12000 NEW EMERGENCY HOUSE FURNISHINGS AND APPLIANCES FIRST PRESBYTERIAN CHURCH 608 NEBRASKA STREET SIOUX CITY IA 51101 420681108 10000 BELL CHOIR IDA GROVE RECREATION CENTER 403 3RD STREET IDA GROVE IA 51445 426004785 5753 GENERAL SUPPORT MAKE-A-WISH FOUNDATION 3024 104TH STREET URBANDALE IA 50322 421310530 25000 WISHES OF SIOUXLAND YOUTH MORNINGSIDE COLLEGE 1501 MORNINGSIDE AVENUE SIOUX CITY IA 51106 420680400 18580 GENERAL SUPPORT ONAWA YOUTH FOR COMMUNITY BETTERMENT 1009 IOWA AVENUE ONAWA IA 51040 421406597 6000 UPGRADE YOUTH BALLFIELDS PARKER HISTORICAL SOCIETY OF CLAY COUNTY PO BOX 91 SPENCER IA 51301 426060185 10000 CLAY COUNTY HERITAGE CENTER SIOUX CITY COMMUNITY SCHOOL 627 4TH STREET SIOUX CITY IA 51101 426003589 602422 GENERAL SUPPORT SIOUX CITY PUBLIC MUSEUM 2901 JACKSON STREET SIOUX CITY IA 51104 421516734 24718 GENERAL SUPPORT SIOUX COUNTY FIREMAN'S ASSOCIATION 1120 7TH ST HULL IA 51239 421217221 9819 HAND HELD RADIOS SIOUX COUNTY LIBRARY ASSOCIATION C/O 112 ALBANY AVENUE SE ORANGE CITY IA 51041 420894500 10000 TECHNOLOGY EQUIPMENT & SPECIAL COLLECTIONS TRI-CITY SIGN COMPANY 363 N ELM GRAND ISLAND NE 68801 470779432 12275 SIGNAGE GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS UNITED WAY OF SIOUXLAND PO BOX 204 SIOUX CITY IA 51102 420680395 27116 GENERAL SUPPORT WESTERN IOWA TECH COMMUNITY COLLEGE 4647 STONE AVENUE SIOUX CITY IA 51106 421355682 7193 PROGRAM SUPPORT AKRON CARE CENTER POBOX 830 AKRON IA 51001 421005323 10250 CAPITAL CAMPAIGN BG-IG ELEMENTARY SCHOOL 403 BARNES IDA GROVE IA 51445 421410831 7500 PLAYGROUND EQUIPMENT REPLACEMENT BIG SPRINGS BAPTIST CHURCH 30705 480TH AVE ALCESTER SD 57001 423239040 7464 ANNUAL SUPPORT BLENCOE COMMUNITY CLUB 413 MAIN ST BLENCOE IA 51523 420898135 5300 CITY PARK PICNIC TABLES & BENCHES BLENCOE FIRE DEPARTMENT PO BOX 56 BLENCOE IA 51523 420898135 7500 NEW PAGERS CCS PRESENTATION SYSTEMS INC 11041 O STREET OMAHA NE 68137 260062105 56391 TECHNOLOGY GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS CITY OF GRANVILLE 740 BROAD ST GRANVILLE IA 51022 426004722 10000 PLAYGROUND EQUIPMENT UPGRADE CITY OF MOOREHEAD 100 OAK ST MOOREHEAD IA 51558 421032104 7300 CITY PARK SHELTER CITY OF PETERSON 101 MAIN ST PETERSON IA 51047 426005122 10000 COMMUNITY POOL IMPROVEMENTS CITY OF ROCK VALLEY PO BOX 100 ROCK VALLEY IA 51247 426005162 7000 BLEACHERS & SELF CONTAINED BREATHING APPARATUS CITY OF WAKEFIELD PO178 WAKEFIELD NE 68784 476006401 12054 GRAVES PARK IMPROVEMENTS FRY & ASSOCIATES INC 101 EAST 1ST AVE NO KANSAS CITY MO 64116 431328009 117472 RUBBERIZED MATTING FOR ELEMENTARY PLAYGROUND GALVA FIRE DEPARTMENT 109 EAST 2ND ST GALVA IA 51012 752977383 9550 SELF CONTAINED BREATHING APPARATUS GIRLS INC OF SIOUX CITY 500 MAIN ST SIOUX CITY IA 51103 421272032 5119 GENERAL SUPPORT HAUFF MID-AMERICA SPORTS PO 88710 SIOUX FALLS SD 57109 460284382 7735 STADIUM SIDELINE CHAIRS & CHAIR CADDIES FOR SCHOOL HAWARDEN CHAMBER OF COMMERCE 1150 CENTRAL AVENUE HAWARDEN IA 51023 426004768 9500 MAIN STREET CORNER IMPROVEMENTS & ENTERTAINMENT FOR 125TH HAWARDEN PUBLIC LIBRARY 1150 CENTRAL AVENUE HAWARDEN IA 51023 426004768 8280 OFFICE EQUIPMENT & GENERAL SUPPORT HINTON COMM SCHOOL DISTRICT 315 W GRAND ST HINTON IA 51024 890693404 15733 BASKETBALL HOOPS, IPADS, AND BOOKS HOLSTEIN DEVELOPMENT AUTHORITY PO BOX 500 HOLSTEIN IA 51023 321286795 6000 WINDOWS AND DOORS FOR BUSINESS/WELCOME CENTER HOLSTEIN PARKS & RECREATION DEPART 119 S MAIN HOLSTEIN IA 51025 426004773 8500 TREADMILLS FOR COMMUNITY CENTER IDA COUNTY CONSERVATION BOARD 202 JASPER AVENUE IDA GROVE IA 51445 426004786 10000 CRAWFORD CREEK RECREATION AREA STORM SHELTER KENTON BOOK CONSTRUCTION INC 5918-104TH RD PONCA NE 68770 270331865 33731 CEMENT WORK ON SCHOOL PLAYGROUND LITTLE SIOUX VALLEY CONSERVATION ASSOC 4931 YELLOW AVENUE PETERSON IA 51047 365019008 5275 COVERED WAGON DISPLAY MAPLETON FIRE DEPARTMENT 104 S 2ND ST MAPLETON IA 51034 426004921 10000 EMERGENCY WARNING SIRENS MAPLETON ROTARY CLUB 513 MAIN ST MAPLETON IA 51034 426127975 5534 MAPLETON PARK SHELTER IMPROVEMENTS MOVILLE COMM DVLPMT ASSOCIATION 2853 160TH ST MOVILLE IA 51039 010915612 5650 HANDICAP RESTROOM & PAVILLION IN MAIN STREET PARK NORTHWEST IOWA YOUTH SOCCER ALLIANCE PO932 SPENCER IA 51301 421474253 6000 SOCCERPLEX WATER AND FENCING PROJECT OA-BCIG DOLLARS FOR SCHOLARS FDN POBOX 253 IDA GROVE IA 51445 421410831 5500 SCHOLARSHIP SUPPORT O'BRIEN COUNTY CONSERVATION BOARD 4931 YELLOW AVENUE PETERSON IA 51047 426005134 7960 CLIMBING ROCK FOR MILL CREEK PARK ORPHEUM THEATRE PRESERVATION PROJECT LTD PO BOX 5074 SIOUX CITY IA 51102 421339054 12705 GENERAL SUPPORT PLYMOUTH COUNTY HISTORICAL MUSEUM 335 1ST AVENUE SW LEMARS IA 51031 420924381 9006 GENERAL SUPPORT ROYAL RANGERS 605 N GRAND AVE SPENCER IA 51301 273789219 5200 OUTDOOR ACTIVITY TRAILER SANBORN PRESERVATION SOCIETY INC 119 MAIN ST SANBORN IA 51248 202634955 5640 NEW DOORS FOR CARNEGIE LIBRARY SERGEANT BLUFF-LUTON COMMUNITY SCHOOL DISTRICE 201 PORT NEAL ROAD SERGEANT BLUFF IA 51054 426025809 100545 CHROMEBOOKS, MIMIO WHITEBOARDS, & CAMERAS SEASONS CENTER FOR BEHAVIORAL HEALTH 324 N MAIN AVE SIOUX CENTER IA 51250 420840465 9400 CONFERENCE ROOM IMPROVEMENTS & RESOURCE BAGS SIOUX CITY GOSPEL MISSION 500 BLUFF ST SIOUX CITY IA 51103 420819319 8800 ADDRESSING NEEDS OF HOMELESS SPENCER AREA ARTS COUNCIL 405 N GRAND AVE SPENCER IA 51301 421127539 6300 ARTS ON GRAND GALLERY ENHANCEMENTS SPORTS IMPORTS POBOX 600001 COLUMBUS OH 43260 310879428 7216 VOLLEYBALL STANDARDS FOR WAKEFIELD SCHOOL IMPROVEMENTS ST MARYS CATHOLIC CHURCH PO271 HAWARDEN IA 51023 420791543 10367 GENERAL SUPPORT WEST SIOUX COMMUNITY SCHOOL DISTRICT 1300 FALCON DR HAWARDEN IA 51023 426038319 7500 WEEKEND SACK PACK PROGRAM 53 7 POST-SECONDARY EDUCATION SCHOLARSHIPS 72 217275 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: EACH GRANTEE MUST SIGN A GRANT RECIPIENT AGREEMENT WHICH DELINEATES THE PURPOSE AND TERMS OF THE GRANT. NO GRANT PAYMENTS ARE MADE UNTIL THIS AGREEMENT HAS BEEN SIGNED AND RETURNED TO THE FOUNDATION. AT THE CONCLUSION OF THE GRANT TERM, GRANTEES MUST SUBMIT A FINAL GRANT EXPENDITURE REPORT TO THE FOUNDATION TO DOCUMENT (WITH PHOTOS, RECEIPTS, TESTIMONIALS, ETC.) ACCOMPLISHMENTS MADE POSSIBLE BY THE GRANT AND DETAIL EXPENDITURE OF THE GRANT FUNDS. FOUNDATION STAFF MONITOR GRANT ACTIVITIES AND EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 11 COPY PROVIDED TO ALL BOARD MEMBERS FOR REVIEW. AS AUTHORIZED BY THE BOARD, THE FORM 990 IS CLOSELY REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST DECLARATION IS ANNUALLY COMPLETED & SIGNED BY EACH BOARD MEMBER. BOARD MEMBERS MUST ABSTAIN FROM VOTING WHEN A CONFLICT OF INTEREST IS PRESENT. ABSTENTIONS ARE NOTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 15A PERFORMANCE OF THE EXECUTIVE DIRECTOR IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE USING A PERFORMANCE ASSESSMENT TOOL. COMPILED ASSESSMENT REPORT IS REVIEWED WITH EXECUTIVE DIRECTOR. COUNCIL OF FOUNDATION'S GRANT MAKER'S SALARY & BENEFITS REPORT IS USED FOR COMPARABILITY DATA. FORM 990, PART VI, SECTION C, LINE 18 FORM 1023 AND 990'S ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE MAIN OFFICE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS, POLICIES, AND STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE MAIN OFFICE. PROCESS CONSISTENT WITH PRIOR YEARS.