ROCHESTER AREA FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROCHESTER AREA FOUNDATION (EIN 41-6017740)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-03
- IRS object ID
- 201232169349300708
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-03T09:00:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 BROADWAY AVENUE S SUITE 300 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416017740 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCHESTER AREA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROCH | NameControl |
| Phone | 5072820203 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH BROADWAY NO 300 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55904 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANN STORMER | Name |
| Title | PRESIDENT | Title |
| Phone | 5072820203 | Phone |
| Date Signed | 2012-07-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIEL W EDWARDS | Name |
| PTIN | P00043974 | PTIN |
| Phone | 5072886476 | Phone |
| 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 | JOANN STORMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH BROADWAY NO 300 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55904 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3055783 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.ROCHESTERAREA.ORG/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE ROCHESTER AREA FOUNDATION IS TO STRENGTHEN COMMUNITY PHILANTHROPY BY PROMOTING RESPONSIBLE AND INFORMED GIVING AND TO ASSIST DONORS IN MEETING THEIR CHARITABLE OBJECTIVES. THE FOUNDATION IS DEDICATED TO USING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE, PROMOTE GREATER EQUALITY OF OPPORTUNITIES, AND TO DEVELOP EFFECTIVE METHODS TO ASSIST THOSE IN NEED IN THE GREATER ROCHESTER AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 14 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2016395 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1388460 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2403580 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1559414 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 55942 | OtherRevenuePriorYear |
| Other Revenue Current Year | 107909 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4475917 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3055783 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2021425 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1590318 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 206587 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 201039 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 115237 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 217770 | OtherExpensePriorYear |
| Other Expenses Current Year | 273123 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2445782 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2064480 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2030135 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 991303 | RevenuesLessExpensesCY |
| Total Assets BOY | 25822058 | TotalAssetsBOY |
| Total Assets EOY | 25181232 | TotalAssetsEOY |
| Total Liabilities BOY | 1372304 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1478731 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 24449754 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23702501 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF THE ROCHESTER AREA FOUNDATION IS TO STRENGTHEN COMMUNITY PHILANTHROPY BY PROMOTING RESPONSIBLE AND INFORMED GIVING AND TO ASSIST DONORS IN MEETING THEIR CHARITABLE OBJECTIVES. THE FOUNDATION IS DEDICATED TO USING ITS RESOURCES TO IMPROVE THE QUALITY OF LIFE, PROMOTE GREATER EQUALITY OF OPPORTUNITIES, AND TO DEVELOP EFFECTIVE METHODS TO ASSIST THOSE IN NEED IN THE GREATER ROCHESTER AREA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1683531 | Expense |
| Grants | 1590318 | Grants |
| Description | ROCHESTER AREA FOUNDATION, DEDICATED TO COMMUNITY VITALITY SINCE 1944, AWARDS GRANTS PRIMARILY TO NONPROFIT ORGANIZATIONS SERVING THE GREATER ROCHESTER AREA. GRANTS WERE MADE TO SUPPORT EARLY CARE AND EDUCATION OF CHILDREN AGE 0-5; GANG INTERVENTION PLANNING, MINORITY TEACHER RECRUITMENT, FINANCIAL LITERACY COUNSELING, AND STARTER HOMES FOR WORKING FAMILIES. | Description |
| Total Program Service Expense | 1683531 | 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 | 1 | 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 | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | MN | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOANN STORMER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5072820203 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SOUTH BROADWAY SUITE 300 | AddressLine1 |
| City | ROCHESTER | City |
| State | MN | State |
| ZIP Code | 55904 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JOHN BENIKE | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| NANCY DOMAILLE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| LEIGH JOHNSON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JEAN LOCKE | ||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| DAN PENZ | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BARBARA PORTER | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOE POWERS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JOSE RIVAS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WENDY SHANNON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARK UTZ | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| DR HUGH SMITH | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| TOM WENTE | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| STEPHEN THORNTON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 104520 | 0 | 10185 | |
| SEAN ALLEN | ||||||
| ASSISTANT DIRECTOR | 40.00 | X | 93590 | 0 | 9741 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 198110 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 19926 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1388460 | AllOtherContributions |
| Noncash Contributions | 49242 | NoncashContributions |
| Total Contributions | 1388460 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 478941 | TotalRevenueColumn |
| Exclusion | $478,941 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1080473 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1080473 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1080473 | TotalRevenueColumn |
| Exclusion | $1,080,473 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| CHANGE IN VALUE OF SPL | 523000 | 97349 | $97,349 | |
| FOR EXEMPT PURPOSE | 900099 | 10560 | 10560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 107909 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3055783 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10560 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,656,763 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1590318 | Total |
| Program Services | 1590318 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47030 | Total |
| Program Services | 16376 | ProgramServices |
| Management And General | 4881 | ManagementAndGeneral |
| Fundraising | 25773 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154009 | Total |
| Program Services | 53618 | ProgramServices |
| Management And General | 51887 | ManagementAndGeneral |
| Fundraising | 48504 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86299 | Total |
| Management And General | 45339 | ManagementAndGeneral |
| Fundraising | 40960 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3197 | Total |
| Program Services | 1113 | ProgramServices |
| Management And General | 2084 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30016 | Total |
| Program Services | 10450 | ProgramServices |
| Management And General | 19566 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4258 | Total |
| Management And General | 4258 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8903 | Total |
| Management And General | 8903 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13011 | Total |
| Program Services | 4530 | ProgramServices |
| Management And General | 8481 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| INVESTMENT EXPENSE | 65804 | 65804 | |
| PRINTING AND POSTAGE | 25080 | 25080 | |
| OTHER | 15520 | 15520 | |
| REPAIRS AND MAINTENANCE | 14486 | 9443 | 5043 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6549 | Total |
| Program Services | 2083 | ProgramServices |
| Management And General | 4466 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2064480 | Total |
| Program Services | 1683531 | ProgramServices |
| Management And General | 265712 | ManagementAndGeneral |
| Fundraising | 115237 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241400 | BOY |
| EOY | 235392 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 892019 | BOY |
| EOY | 1027637 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78125 | BOY |
| EOY | 62625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 121373 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 94164 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40220 | BOY |
| EOY | 27209 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23688896 | BOY |
| EOY | 22683810 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881398 | BOY |
| EOY | 1144559 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25822058 | BOY |
| EOY | 25181232 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18580 | BOY |
| EOY | 28682 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69320 | BOY |
| EOY | 91200 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1284404 | BOY |
| EOY | 1358849 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1372304 | BOY |
| EOY | 1478731 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20155255 | BOY |
| EOY | 19595744 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2372855 | BOY |
| EOY | 2185113 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1921644 | BOY |
| EOY | 1921644 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24449754 | BOY |
| EOY | 23702501 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25822058 | BOY |
| EOY | 25181232 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 991303 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1738556 | 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 Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3446491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1447426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1737630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2048023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1475877 | CurrentTaxYear |
| Total | 10155447 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3446491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1447426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1737630 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2048023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1475877 | CurrentTaxYear |
| Total | 10155447 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 10155447 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2019580 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1095768 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 557413 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 461293 | CurrentTaxYearMinus1Year |
| Current Tax Year | 478941 | CurrentTaxYear |
| Total | 4612995 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 14768442 | TotalSupport |
| Public Support Pertcentage170 | 0.68760 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71060 | 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 | 110 | NumberDAFsHeld |
| Donor Advised Contributions | 520013 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 914542 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 8985687 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 15294 | BeginningBalance |
| Additions During Year | 48227 | AdditionsDuringYear |
| Distributions During Year | 108 | DistributionsDuringYear |
| Ending Balance | 63413 | EndingBalance |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13633043 | BeginningOfYearBalance |
| Contributions | 663241 | Contributions |
| Investment Earnings Or Losses | -129202 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 464867 | GrantsOrScholarships |
| Other Expenditures | 154054 | OtherExpenditures |
| End Of Year Balance | 13548161 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13183090 | BeginningOfYearBalance |
| Contributions | 366018 | Contributions |
| Investment Earnings Or Losses | 984325 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 552904 | GrantsOrScholarships |
| Other Expenditures | 347486 | OtherExpenditures |
| End Of Year Balance | 13633043 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11704240 | BeginningOfYearBalance |
| Contributions | 151346 | Contributions |
| Investment Earnings Or Losses | 2174652 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 430672 | GrantsOrScholarships |
| Other Expenditures | 416476 | OtherExpenditures |
| End Of Year Balance | 13183090 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16720099 | BeginningOfYearBalance |
| Contributions | 876382 | Contributions |
| Investment Earnings Or Losses | -4797245 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 813087 | GrantsOrScholarships |
| Other Expenditures | 281909 | OtherExpenditures |
| End Of Year Balance | 11704240 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.78310 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.14180 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07500 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 121373 | InvestmentCostOrOtherBasis |
| Depreciation | 94164 | Depreciation |
| Book Value | 27209 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 27209 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS IN MARKETABLE SECURITIES | Description |
| Book Value | 22683810 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 22683810 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNITRUST OBLIGATIONS | $603,000 |
| REFUNDABLE ADVANCES | $497,619 |
| ANNUITIES PAYABLE | $91,866 |
| DUE TO FIRST STEPS - AFFILIATE | $166,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1358849 | TotalOfAmounts |
| Total Revenue | 3055783 | TotalRevenue |
| Total Expenses | 2064480 | TotalExpenses |
| Excess Or Deficit For Year | 991303 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1738556 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1738556 | TotalAdjustments |
| Excess Or Deficit Per FS | -747253 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2036775 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1738556 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 30216 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 755136 | OtherRevenues |
| Revenue Not Rptd F990 | -953204 | RevenueNotRptdF990 |
| Revenue Subtotal | 2989979 | RevenueSubtotal |
| Investment Expenses Not Included | 65804 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 65804 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3055783 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3035858 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 30216 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 1006966 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1037182 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1998676 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 65804 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 65804 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2064480 | 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 EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION BELIEVES THAT NO SIGNIFICANT UNCERTAIN TAX POSITIONS HAVE BEEN TAKEN IN ITS TAX RETURNS. AT DECEMBER 31, 2011 GENERALLY, THE FEDERAL AND MINNESOTA TAX RETURNS FOR THE FOUNDATION ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES FOR THE YEARS 2008 TO 2010. AT DECEMBER 31, 2011, THE FOUNDATION DID NOT RECORD ANY LIABILITIES FOR UNCERTAIN TAX POSITIONS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REPORTED BY AFFILIATES 755,136. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | REPORTED BY AFFILIATES 1,006,966. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 1000000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1000000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1000000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (45 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ABILITY BUILDING CENTER | |||||||
| 1911 14TH STREET NW | ROCHESTER | MN | 55901 | 410829178 | 501(C)(3) | 161700 | OPERATING SUPPORT |
| ACCESSIBLE SPACE INC | |||||||
| 2550 UNIVERSITY AVENUE WEST | ST PAUL | MN | 55114 | 411330242 | 501(C)(3) | 9500 | OPERATING SUPPORT |
| AIR SAFETY FOUNDATION | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | 526042953 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| AMERICAN RED CROSS | |||||||
| 310 14TH ST SE | ROCHESTER | MN | 55904 | 410693841 | 501(C)(3) | 5000 | FLOOD ASSISTANCE |
| ARC SOUTHEASTERN MINNESOTA | |||||||
| 6301 BANDEL ROAD NW SUITE 605 | ROCHESTER | MN | 55901 | 416042617 | 501(C)(3) | 10000 | OPERATING SUPPORT |
| BOYS & GIRLS CLUB | |||||||
| 1026 E CENTER STREET | ROCHESTER | MN | 55904 | 411945875 | 501(C)(3) | 20000 | CAPACITY BUILDING, CAPITAL CAMPAIGN, IMPACT COORDINATOR |
| CALVARY EPISCOPAL CHURCH | |||||||
| 500 S MAIN AVE | SIOUX FALLS | SD | 57104 | 460452261 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| CAMP VICTORY MINISTRIES | |||||||
| 58212 403RD AVENUE | ZUMBRO FALLS | MN | 55991 | 311710184 | 501(C)(3) | 24000 | OPERATING SUPPORT |
| CATHOLIC CHARITIES OF THE DIOCESE OF WINONA | |||||||
| 111 MARKET ST PO BOX 379 | WINONA | MN | 55987 | 410721636 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| CHANNEL ONE INC | |||||||
| 131 35TH ST SE | ROCHESTER | MN | 55904 | 411379713 | 501(C)(3) | 29000 | OPERATING SUPPORT |
| CHOSEN VALLEY COMMUNITY FOUNDATION | |||||||
| ROOT RIVER STATE BANK BOX 517 | CHATFIELD | MN | 55923 | 411986997 | 501(C)(3) | 25000 | OPERATING SUPPORT |
| CHRIST UNITED METHODIST | |||||||
| 7500 | OPERATING SUPPORT | ||||||
| COMMEMORATIVE AIR FORCE | |||||||
| 310 AIRPORT RD HANGAR 3 | ST PAUL | MN | 55075 | 263043713 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| DIVERSITY COUNCIL | |||||||
| 1130-1/2 7TH ST NW SUITE 204 | ROCHESTER | MN | 55901 | 411709139 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| FRIENDS GENERAL CONFERENCE | |||||||
| 1216 ARCH ST STE 2B | PHILADELPHIA | PA | 19107 | 231352148 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| GIFT OF LIFE | |||||||
| 705 SECOND ST SW | ROCHESTER | MN | 55902 | 411495845 | 501(C)(3) | 7000 | OPERATING SUPPORT |
| HABITAT FOR HUMANITY | |||||||
| 1530 GREENVIEW DRIVE | ROCHESTER | MN | 55902 | 411664586 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| HANDS FOR HUMANITY | |||||||
| 2053 SILVER CREEK CT NE | ROCHESTER | MN | 55906 | 611425444 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| HOSANNA LUTHERAN CHURCH | |||||||
| 10000 | OPERATING SUPPORT | ||||||
| IN FAITH | |||||||
| 6000 | OPERATING SUPPORT | ||||||
| INTERCULTURAL MUTUAL ASSISTANCE ASSOCIATION | |||||||
| 2500 VALLEYHIGH DR NW | ROCHESTER | MN | 55904 | 411497753 | 501(C)(3) | 9000 | OPERATING SUPPORT |
| IRONWOOD SPRINGS CHRISTIAN RANCH INC | |||||||
| 7291 COUNTY ROAD 6 | STEWARTVILLE | MN | 55976 | 411281157 | 501(C)(3) | 12626 | OPERATING SUPPORT |
| LOURDES HIGH SCHOOL | |||||||
| 621 W CENTER ST | ROCHESTER | MN | 55902 | 410830752 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| MADONNA TOWERS FOUNDATION | |||||||
| 1995 E RUM RIVER DRIVE S | CAMBRIDGE | MN | 55008 | 411809914 | 501(C)(3) | 110000 | OPERATING SUPPORT |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | 411937751 | 501(C)(3) | 130000 | RESEARCH, RACE |
| ORTHOPAIDIC RESEARCH AND EDUCATION FOUNDATION | |||||||
| 6300 N RIVER RD STE 700 | ROSEMONT | IL | 60018 | 366009467 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| PARTNERSHIP FOR YOUTH | |||||||
| 501(C)(3) | 5000 | OPERATING SUPPORT | |||||
| ROCHESTER AREA FOUNDATION | |||||||
| 400 SOUTH BROADWAY | ROCHESTER | MN | 55904 | 416017740 | 501(C)(3) | 6000 | OPERATING SUPPORT |
| ROCHESTER CIVIC THEATRE | |||||||
| 20 CIVIC CENTER DR SE | ROCHESTER | MN | 55904 | 410829271 | 501(C)(3) | 10000 | OPERATING SUPPORT |
| ROCHESTER COMMUNITY & TECHNICAL COLLEGE | |||||||
| 850 30TH AVE SE | ROCHESTER | MN | 55904 | 411535213 | 501(C)(3):SCHOOL | 57000 | SCHOLARSHIPS |
| ROCHESTER MONTESSORI SCHOOL | |||||||
| 5099 7TH ST NW | ROCHESTER | MN | 55901 | 410948042 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| ROCHESTER PARK & RECREATION | |||||||
| 2 ST 13 AVE NW | ROCHESTER | MN | 55901 | 416005494 | 501(C)(3):CITY | 15373 | SOLDIERS FIELD |
| ROCHESTER PUBLIC SCHOOL FOUNDATION | |||||||
| 201 8TH ST NW | ROCHESTER | MN | 55901 | 411628288 | 501(C)(3) | 15000 | OPERATING SUPPORT |
| RONALD MCDONALD HOUSE | |||||||
| 850 2ND ST SW | ROCHESTER | MN | 55902 | 411344744 | 501(C)(3) | 7000 | OPERATING SUPPORT |
| SALVATION ARMY | |||||||
| PO BOX 575 | ROCHESTER | MN | 55903 | 410698597 | 501(C)(3) | 11500 | FLOOD ASSISTANCE |
| SE MN CHAPTER AMERICAN GUILD OF ORGANISTS | |||||||
| 2065 SUMMIT DRIVE NE | ROCHESTER | MN | 55906 | 416083308 | 501(C)(3) | 7560 | SCHOLARSHIPS |
| SOUTH CENTRAL SERVICE COOPERATIVE CENTER FOR ACADEMIC EXCELLENCE | |||||||
| 2075 LOOKOUT DRIVE | NORTH MANKATO | MN | 56003 | 411297678 | 501(C)(3) | 8000 | OPERATING SUPPORT |
| SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | |||||||
| 823 MEDARY AVE BOX 525 | BROOKINGS | SD | 57007 | 460273801 | 501(C)(3) | 10000 | SCHOLARSHIPS |
| SOUTHWESTERN COLLEGE | |||||||
| 2625 E CACTUS ROAD | PHOENIX | AZ | 85032 | 860186050 | 501(C)(3):SCHOOL | 30000 | OPERATING SUPPORT |
| ST LUKE'S EPISCOPAL | |||||||
| 1884 22ND ST NW | ROCHESTER | MN | 55901 | 410876187 | 501(C)(3):CHURCH | 25000 | BUILDING/OPERATING SUPPORT |
| THE HORMEL FOUNDATION | |||||||
| 329 N MAIN ST STE 120L | AUSTIN | MN | 55912 | 410694716 | 501(C)(3) | 5000 | OPERATING SUPPORT |
| PHOENIX RESCUE MISSION | |||||||
| 1801 SOUTH 35TH AVENUE | PHOENIX | AZ | 85009 | 866057771 | 501(C)(3) | 12500 | OPERATING SUPPORT |
| UNITED WAY OF OLMSTED COUNTY | |||||||
| 903 WEST CENTER STREET | ROCHESTER | MN | 55902 | 410695594 | 501(C)(3) | 8000 | FLOOD ASSISTANCE |
| VALLEY OF ROCHESTER SCOTTISH RITECHILDREN'S FOUNDATION | |||||||
| 2621 OAK HILLS DR SW | ROCHESTER | MN | 55902 | 205408116 | 501(C)(3) | 10000 | OPERATING SUPPORT |
| YOUNG EAGLES FOUNDATION | |||||||
| 501(C)(3) | 5000 | OPERATING SUPPORT | |||||
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TOM WENTE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER, >5% OWNER OF PARTNERSHIP | Relationship |
| Amount Of Transaction | 45600 | AmountOfTransaction |
| Description Of Transaction | BOARD MEMBER IS A MINORITY SHAREHOLDER IN AN ACCOUNTING FIRM THAT RECEIVES COMPENSATION FOR BOOKKEEPING SERVICES PERFORMED FOR THE ORGANIZATION. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49242 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PRESENTED TO AND DISCUSSED BY THE BOARD BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES ARE ANNUALLY REQUIRED TO FILL OUT AND SIGN DISCLOSURE FORM. THEY MUST ALSO VERBALLY INDICATE WHETHER A CONFLICT EXISTS AND ABSTAIN FROM VOTING AT BOARD MEETINGS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS. THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR OF THE ROCHESTER AREA FOUNDATION USING COMPARABILITY DATA FROM THE COUNCIL OF FOUNDATIONS AND INCREASES ARE BASED ON MERIT. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND/OR FINANCIAL STATEMENTS MAY BE OBTAINED BY THE PUBLIC ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,738,556. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| FIRST STEPS IN EDUCATION | ||||||||||
| 400 SOUTH BROADWAY | ROCHESTER | MN | 55904 | 204190151 | PROVIDE INFORMATION AND EDUCATION FOR CHILDREN ENTERING KINDERGARTEN | MN | 501(C)3 | 7 | ROCHESTER AREA FOUNDATION | 0 |
| FIRST HOMES PROPERTIES | ||||||||||
| 400 SOUTH BROADWAY | ROCHESTER | MN | 55904 | 412004557 | TO PROVIDE OPPORTUNITIES FOR LOW AND MODERATE INCOME HOUSEHOLDS IN SE MN | MN | 501(C)3 | 11A TYPE I | ROCHESTER AREA FOUNDATION | 0 |
| RAF PROPERTIES | ||||||||||
| 400 SOUTH BROADWAY | ROCHESTER | MN | 55904 | 411891463 | TO RECEIVE, HOLD & DISBURSE ANY REAL PROPERTY FOR ROCHESTER AREA FOUNDATION | MN | 501(C)3 | 11A TYPE I | ROCHESTER AREA FOUNDATION | 0 |
| ROCHESTER COMMUNITY FINANCE | ||||||||||
| 400 SOUTH BROADWAY | ROCHESTER | MN | 55904 | 274641831 | PROVIDE INCREASED ACCESS TO CAPITAL FOR LOW INCOME FAMILIES/COMMUNITIES | MN | 501(C)3 | 11A TYPE I | ROCHESTER AREA FOUNDATION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| FIRST HOMES PROPERTIES | ||
| D | 2175913 | LOAN BALANCE |
| FIRST STEPS | ||
| D | 190167 | LOAN BALANCE |
| ROCHESTER COMMUNITY FINANCE | ||
| D | 2325501 | LOAN BALANCE |
Comments