COMMUNITY FOUNDATION OF CHIPPEWA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF CHIPPEWA (EIN 39-2024542)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-11-09
- IRS object ID
- 201203149349301505
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-09T11:19:15-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390758449 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3703 OAKWOOD HILLS PARKWAY | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 392024542 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF CHIPPEWA COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COMM | NameControl |
| Phone | 7157238125 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 153 | AddressLine1 |
| City | CHIPPEWA FALLS | City |
| State | WI | State |
| ZIP Code | 54729 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMIE LEIBRANDT | Name |
| Title | BOARD TREASURER | Title |
| Phone | 7157238125 | Phone |
| Date Signed | 2012-11-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER LINDSTROM | Name |
| PTIN | P00834024 | PTIN |
| Phone | 7158323407 | Phone |
| Date Prepared | 2012-11-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMIE LEIBRANDT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 153 | AddressLine1 |
| City | CHIPPEWA FALLS | City |
| State | WI | State |
| ZIP Code | 54729 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5744541 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.YOURLEGACYFOREVER.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 31459 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5572 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 658101 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2106508 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34643 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 75594 | InvestmentIncomePriorYear |
| Investment Income Current Year | 62686 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2894 | OtherRevenuePriorYear |
| Other Revenue Current Year | 34569 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 771232 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2203763 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14627 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 62659 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 85279 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 109764 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9459 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 59223 | OtherExpensePriorYear |
| Other Expenses Current Year | 64040 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 159129 | TotalExpensesPriorYear |
| Total Expenses Current Year | 236463 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 612103 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1967300 | RevenuesLessExpensesCY |
| Total Assets BOY | 5898202 | TotalAssetsBOY |
| Total Assets EOY | 8588904 | TotalAssetsEOY |
| Total Liabilities BOY | 2644625 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3375039 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3253577 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5213865 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 213435 | Expense |
| Grants | 62659 | Grants |
| Description | DURING FISCAL YEAR 2012, 21 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 160 AND TOTAL ASSETS UNDER MANAGEMENT GREW FROM $5.6 MILLION TO $8.4 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN $11 MILLION. | Description |
| Total Program Service Expense | 213435 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELINDA HAUN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7157238125 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 1/2 N BRIDGE STREET | AddressLine1 |
| City | CHIPPEWA FALLS | City |
| State | WI | State |
| ZIP Code | 54729 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| KEN CUSTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HEATHER HUNT | ||||||
| PAST CHAIR | 1.00 | X | 0 | 0 | 0 | |
| BOB HOGSETH | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| PEG LEINENKUGEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMIE LEIBRANDT | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| DARRIN SENN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE ZWIEFELHOFER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICK SCHAFER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIM SCOBIE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATTI DARLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN KERN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MELINDA HAUN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 32692 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 32692 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 8500 | FundraisingEvents |
| All Other Contributions | 2098008 | AllOtherContributions |
| Total Contributions | 2106508 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 143995 | TotalRevenueColumn |
| Exclusion | $143,995 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3456486 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3537795 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -81309 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -81309 | TotalRevenueColumn |
| Exclusion | -$81,309 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 6093 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 8500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2983 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3110 | TotalRevenueColumn |
| Exclusion | $3,110 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATION FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 31459 | TotalRevenueColumn |
| Unrelated Business Revenue | 31459 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31459 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2203763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 31459 | UnrelatedBusinessRevenue |
| Exclusion | $65,796 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62659 | Total |
| Program Services | 62659 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25538 | Total |
| Program Services | 22984 | ProgramServices |
| Management And General | 1505 | ManagementAndGeneral |
| Fundraising | 1049 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84226 | Total |
| Program Services | 75804 | ProgramServices |
| Management And General | 4963 | ManagementAndGeneral |
| Fundraising | 3459 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7350 | Total |
| Management And General | 4331 | ManagementAndGeneral |
| Fundraising | 3019 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 465 | Total |
| Program Services | 465 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22001 | Total |
| Program Services | 19801 | ProgramServices |
| Management And General | 1296 | ManagementAndGeneral |
| Fundraising | 904 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6191 | Total |
| Program Services | 6191 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2645 | Total |
| Program Services | 2645 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4885 | Total |
| Program Services | 4885 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10186 | Total |
| Program Services | 7684 | ProgramServices |
| Management And General | 1474 | ManagementAndGeneral |
| Fundraising | 1028 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| TRAINING | 4189 | 4189 |
| MEMBERSHIP FEES AND DUE | 3425 | 3425 |
| ANNUAL MEETING | 2703 | 2703 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236463 | Total |
| Program Services | 213435 | ProgramServices |
| Management And General | 13569 | ManagementAndGeneral |
| Fundraising | 9459 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37856 | BOY |
| EOY | 37440 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44414 | BOY |
| EOY | 359676 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260291 | BOY |
| EOY | 173285 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62076 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46756 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13182 | BOY |
| EOY | 15320 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1064429 | BOY |
| EOY | 3397413 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4467213 | BOY |
| EOY | 4594289 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10817 | BOY |
| EOY | 11481 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5898202 | BOY |
| EOY | 8588904 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4072 | BOY |
| EOY | 7971 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2640553 | BOY |
| EOY | 3367068 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2644625 | BOY |
| EOY | 3375039 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431977 | BOY |
| EOY | 471398 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 498101 | BOY |
| EOY | 347819 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2323499 | BOY |
| EOY | 4394648 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3253577 | BOY |
| EOY | 5213865 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5898202 | BOY |
| EOY | 8588904 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1967300 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7012 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 291668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 530091 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 652265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 658101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2106508 | CurrentTaxYear |
| Total | 4238633 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 291668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 530091 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 652265 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 658101 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2106508 | CurrentTaxYear |
| Total | 4238633 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 406991 | AmountsSubstContributorsTotal |
| Public Support Total170 | 3831642 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 74623 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42683 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26875 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39744 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143995 | CurrentTaxYear |
| Total | 327920 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4566553 | TotalSupport |
| Public Support Pertcentage170 | 0.83910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.59610 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 16 | NumberDAFsHeld |
| Donor Advised Contributions | 63052 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 23452 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 944732 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62076 | OtherCostOrOtherBasis |
| Depreciation | 46756 | Depreciation |
| Book Value | 15320 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15320 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| AMCAP FUND CL F2 | 759097 | F |
| DODGE & COX STOCK FUND | 1010595 | F |
| VIRTUS EMERGING MARKETS | 1007107 | F |
| METROPOLITAN WEST FDS | 573035 | F |
| VANGUARD SHORT TERM INVESTMENT GRADE | 1244455 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4594289 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AGENCY ENDOWMENT AND PASS-THROUGH FUNDS | Description |
| Amount | $3,367,068 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3367068 | TotalOfAmounts |
| Total Revenue | 2203763 | TotalRevenue |
| Total Expenses | 236463 | TotalExpenses |
| Excess Or Deficit For Year | 1967300 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7012 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -7012 | TotalAdjustments |
| Excess Or Deficit Per FS | 1960288 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2199734 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7012 | NetUnrealizedGainsInvestments |
| Other Revenues | 2983 | OtherRevenues |
| Revenue Not Rptd F990 | -4029 | RevenueNotRptdF990 |
| Revenue Subtotal | 2203763 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2203763 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 239446 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2983 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2983 | ExpensesNotRptdF990 |
| Expenses Subtotal | 236463 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 236463 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUND-RAISING EXPENSES ON 990 STATEMENT OF REVENUE 2,983. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUND-RAISING EXPENSES ON 990 STATEMENT OF REVENUE 2,983. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CHIPPEWA FALLS PARKS RECREATION AND FORESTRY | |||||||
| 21 E GRAND AVE | CHIPPEWA FALLS | WI | 54729 | 396005414 | 170(C)(1) | 6647 | NEW BATTING CAGE, IRVINE PARK ZOO IMPROVEMENTS, CHRISTMAS VILLAGE LIGHTING |
| ST CHARLES BORROMEO CATHOLIC PRIMARY SCHOOL | |||||||
| 429 W SPRUCE STREET | CHIPPEWA FALLS | WI | 54729 | 391032800 | 501(C)(3) | 6884 | SCHOOL IMPROVEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -7,012. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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