2012-08-14T12:13:56-05:00 2011-12-31 481292483 HENJES CONNER & WILLIAMS PC 800 FRANCES BLDG SIOUX CITY IA 51101 990 2011-01-01 421323904 SIOUXLAND COMMUNITY FOUNDATION SIOU 7122933303 505 FIFTH STREET NO 412 SIOUX CITY IA 51101 DEBORAH HUBBARD 7122933303 2012-08-10 1 MELISSA J WILLER P00121904 7122773931 2012-08-10 2011 2016-02-24 21:20:13Z DEBORAH HUBBARD 505 FIFTH STREET NO 412 SIOUX CITY IA 51101 2957898 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 2883545 1674549 0 0 292537 425858 17622 24482 3193704 2124889 1335973 1617011 0 0 98587 95603 0 0 18774 68503 75139 1503063 1787753 1690641 337136 14701712 14673828 1666852 1826217 13034860 12847611 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 1617011 1617011 AWARDED GRANTS TO ORGANIZATIONS PERFORMING CHARITABLE ACTIVITIES, PRIMARILY IN OR FOR THE BENEFIT OF THE SIOUXLAND AREA. 1617011 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 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 KENNETH A BEEKLEY 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 PROSSER 1.00 X 0 0 0 BARB F ORZECHOWSKI 1.00 X 0 0 0 MATTHEW J LAWLER 1.00 X 0 0 0 PATRICK J COREY 1.00 X 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 0 0 0 ROMA A KROLL 1.00 X 0 0 0 ROBERT F MEIS 1.00 X 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 50739 0 0 50739 0 0 0 0 0 0 0 1674549 6737 1674549 312769 312769 946098 833009 113089 113089 113089 INCREASE IN LIFE INSUR 900099 12417 12417 OTHER INVESTMENT INCOM 900099 12065 12065 24482 2124889 0 0 450340 1556511 1556511 60500 60500 50739 50739 36518 23833 12685 2500 2500 5846 4876 970 6731 6731 31162 31162 6 6 2351 2351 2419 1573 846 7800 7800 2907 2326 581 5 5 2288 2288 SOFTWARE 5900 5900 CONTRACT LABOR 5612 5612 POSTAGE 2400 1920 480 DUE & PUBLICATIONS 1810 1810 3748 2887 861 1787753 1617011 151968 18774 10871 6477 2533568 2686040 482605 305500 11374581 11362767 300087 313044 14701712 14673828 437377 500610 1229475 1325607 1666852 1826217 X 352946 297287 3375161 2752644 9306753 9797680 13034860 12847611 14701712 14673828 X 337136 -524385 X X 0 1 1 X 0 X 1778859 2166874 1209717 2883545 1674549 9713544 1778859 2166874 1209717 2883545 1674549 9713544 2380379 7333165 277778 238656 204556 269623 324834 1315447 11028991 0.66490 0.64240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 48 1000 1114579 449850 866717 1943707 4797677 1 1 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 0.13970 0.86030 0 0 0 SNB INVESTMENT ACCOUNT 11362767 C 11362767 AGENCY GRANTS PAYABLE 35578 AGENCY ENDOWMENT FUNDS 1290029 1325607 2124889 1787753 337136 -524385 -524385 -187249 1701333 -524385 100829 -423556 2124889 0 2124889 1888582 100829 100829 1787753 0 1787753 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: TAX YEARS POTENTIALLY SUBJECT TO EXAMINATION OF RETURNS BY AUTHORITIES ARE DECEMBER 31, 2008, 2009, 2010 AND 2011. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES RETAINED BY FOUNDATION LIFE INSURANCE PREMIUMS DONATED PART XIII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES RETAINED BY FOUNDATION LIFE INSURANCE PREMIUMS DONATED 1 AMERICAN LEGION POST 496 17 ELMWOOD DRIVE MAPLETON IA 51034 426076636 5073 KITCHEN / ENTRANCE IMPROVEMENTS APPLE INC PO BOX 846095 DALLAS TX 75284 424094110 38255 TECHNOLOGY GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS ARTHUR COMMUNITY FIRE DEPARTMENT PO BOX 41 ARTHUR IA 51431 426004242 10000 BUNKER GEAR REPLACEMENT BATTLE CREEK COMM FIRE DEPARTMENT 504 1ST STREET BATTLE CREEK IA 51006 426004264 10000 PERSONAL PROTECTIVE EQUIPMENT BIG SIOUX RIVER VALLEY HISTORICAL SOCIETY PO BOX 686 HAWARDEN IA 51023 421131861 6500 HISTORICAL HOUSE REPAIRS BRIAR CLIFF UNIVERSITY 3303 REBECCA STREET SIOUX CITY IA 51104 420707124 8969 GENERAL SUPPORT BUENA VISTA UNIVERSITY 610 W 4TH STREET STORM LAKE IA 50588 420680404 20000 SUPPORT FOR SCHOOL OF BUSINESS CDW GOVERNMENT 75 REMITTANCE DR SUITE 1515 CHICAGO IL 60675 364320110 10411 TECHNOLOGY GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS CENTERS AGAINST ABUSE & SEXUAL ASSAULT PO BOX 996 SPENCER IA 51301 421237465 6000 SHELTER KITCHEN REMODEL CITY OF CHATSWORTH 225 NORTH ST CHATSWORTH IA 51001 421307065 10000 COMMUNITY BUILDING CITY OF HARTLEY 11 SO CENTRAL AVENUE HARTLEY IA 51346 426004765 29024 EETON HOUSE / MUSEUM RESTORATION CITY OF HOLSTEIN 119 S MAIN HOLSTEIN IA 51025 426004773 10000 CITY PLAYGROUND CITY OF HOSPERS PO BOX 51238 HOSPERS IA 51238 426004777 7500 PARK CONCESSIONS / BATHROOMS CITY OF INWOOD PO BOX 298 INWOOD IA 51240 426004802 10000 PARK PLAYGROUND CITY OF IRETON 316 MAIN STREET IRETON IA 51027 426004817 9000 WALKING / BIKING TRAIL / BALLPARK CITY OF LESTER PO BOX 35 LESTER IA 51242 426025895 7000 BALLFIELD SHELTER / PLAYGROUND EQUIPMENT CITY OF LITTLE ROCK 402 MAIN ST LITTLE ROCK IA 51243 426004887 7500 CAMPGROUND RESTROOMS / SHOWERS CITY OF PAULLINA PO BOX 239 PAULLINA IA 51046 426005114 9000 CITY SIGN / BLEACHERS / POWER COT CITY OF ROSSIE 1ST MAIN ROSSIE IA 51357 421188959 6000 PLAYGROUND EQUIPMENT CITY OF WEBB PO BOX 9 WEBB IA 51366 421188936 6000 COMMUNITY CENTER IMPROVEMENTS CLAY COUNTY EXTENSION 110 W 4TH ST SPENCER IA 51301 426021410 6000 LEARNING CENTER INTERACTIVE DISPLAY COUNCIL ON SEXUAL ASSAULT & DOMESTIC VIOLENCE PO BOX 1565 SIOUX CITY IA 51102 421104234 5768 GENERAL SUPPORT DOON PUBLIC LIBRARY 207 BARTON AVENUE DOON IA 51235 426004592 6919 LIBRARY RENOVATIONS FAMILY CRISIS CENTERS OF NW IOWA PO BOX 295 SIOUX CENTER IA 51250 421185690 8300 ELECTRONIC EQUIPMENT / FREEZERS FIRST PRESBYTERIAN CHURCH 608 NEBRASKA STREET SIOUX CITY IA 51101 420681108 25000 SHEPHERD'S GARDEN FOOD BANK OF SIOUXLAND 1313 11TH STREET SIOUX CITY IA 51105 421381516 10493 FOOD PANTY PROGRAMS GALVA ECONOMIC DEVELOPMENT 1681 MARKET AVENUE GALVA IA 51020 421506393 12160 FITNESS & COMMUNITY ROOM IMPROVEMENTS HARTLEY COMMUNITY DAY CARE 611 3RD STREET NE HARTLEY IA 51346 263142880 6000 ENERGY EFFICIENCY IMPROVEMENTS / NEW ROOF HOLSTEIN BOY SCOUT TROOP #144 519 E MAPLE STREET HOLSTEIN IA 51025 426240898 5742 AVENUE OF FLAGS / EAGLE SCOUT PROJECT HOLSTEIN FIRE & AMBULANCE ASSOCIATION 106 S KIEL ST HOLSTEIN IA 51025 263468200 10000 SUPPORT FOR NEW AMBULANCE HORN MEMORIAL HOSPITAL 701 E SECOND ST IDA GROVE IA 51445 420843389 10000 PROGRAM SUPPORT IDA GROVE RECREATION CENTER 403 3RD STREET IDA GROVE IA 51445 426004785 5282 DIGITAL MAMMOGRAPHY MACHINE KIDS EXPRESS DAYCARE 102 PROSPECT SANBORN IA 51248 421353405 6000 PLAYGROUND EQUIPMENT KIDS KAMPUS DAYCARE 255 NO WELCH PRIMGHAR IA 51245 421353405 6000 PASSENGER VAN ACQUISITION LYON COUNTY FAIR ASSOCIATION 400 S TAMA ST ROCK RAPIDS IA 51246 421087882 6880 DAIRY BARN CEMENT ALLEY MAKE-A-WISH FOUNDATION 3024 104TH STREET URBANDALE IA 50322 421310530 10450 WISHES OF SIOUXLAND YOUTH MAPLETON PUBLIC LIBRARY 609 COURTRIGHT MAPLETON IA 51034 426121077 7310 NEWSPAPER DIGITIZATION MARY J TREGLIA COMMUNITY HOUSE 900 JENNINGS SIOUX CITY IA 51105 420681107 25000 GENERAL SUPPORT MONONA COUNTY CONSERVATION BOARD 318 E IOWA AVENUE ONAWA IA 51040 426025065 6000 REESE HOMESTEAD CABIN REMODEL MONONA COUNTY FAIR ASSOCIATION 1307 IOWA AVENUE ONAWA IA 51040 420777782 10000 COMPLETION OF OFFICE ADDITION MORNINGSIDE COLLEGE 1501 MORNINGSIDE AVENUE SIOUX CITY IA 51106 420680400 8714 GENERAL SUPPORT NORTHWESTERN UNIVERSITY 2020 RIDGE AVENUE EVANSTON IL 60208 362167817 50000 SCHOLARSHIP SUPPORT ONAWA PUBLIC LIBRARY 707 IOWA AVENUE ONAWA IA 51040 420065064 7081 PARKING LOT ENHANCEMENTS ONAWA YOUTH FOR COMMUNITY BETTERMENT 1009 IOWA AVENUE ONAWA IA 51040 421406597 9000 CITY PARK FURNISHINGS PARKER HISTORICAL SOCIETY OF CLAY COUNTY PO BOX 91 SPENCER IA 51301 426060185 8100 CLAY COUNTY HERITAGE CENTER PRECISION DATA PRODUCTS PO BOX 8367 GRAND RAPIDS MI 49518 383635440 48725 TECHNOLOGY GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS ROTORY CLUB OF ROCK VALLEY FOUNDATION 1510 14TH ST ROCK RAPIDS IA 51247 391902725 8500 PROGRAM SUPPORT SANBORN PARKS & RECREATION PO BOX 548 SANBORN IA 51248 426005185 6000 AQUATIC CENTER WATER WALK SCHOLASTICS INC PO BOX 3720 JEFFERSON CITY MO 65102 131824190 44168 LITERACY MATERIALS GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS SCHOOL SPECIALTY MB UNIT 67-3106 CHICAGO IL 60695 390971239 9696 LITERACY MATERIALS GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS SIOUX CENTER FIRE DEPARTMENT PO BOX 104 SIOUX CENTER IA 51250 426005218 6000 PLATFORM LADDER TRUCK SIOUX CITY COMMUNITY SCHOOL 627 4TH STREET SIOUX CITY IA 51101 426003589 131288 GENERAL SUPPORT SIOUX CITY PUBLIC MUSEUM 2901 JACKSON STREET SIOUX CITY IA 51104 421516734 7018 EXHIBIT SUPPORT SIOUX COUNTY CONSERVATION BOARD 4051 CHERRY AVENUE HAWARDEN IA 51023 426005069 20000 ADA APPROVED FISHING PIER SIOUX COUNTY FIREMAN'S ASSOCIATION 1120 7TH ST HULL IA 51239 421217221 10000 FCC COMPLAINT RADIO UPGRADE SIOUX COUNTY LIBRARY ASSOCIATION ALBANY AVENUE SE ORANGE CITY IA 51041 420894500 6000 EBOOKS COLLECTION & TRAINING SOFTCHOICE CORPORATION 16609 COLLECTIONS CENTER DR CHICAGO IA 60693 133827773 9010 TECHNOLOGY GRANT FOR WAKEFIELD SCHOOL IMPROVEMENTS SPECIAL YOUTH CHALLENGE MINISTRIES OF NW IA INC 420 10TH AVENUE SPENCER IA 51301 450537711 7000 ACTIVITY TRAILER ST LUKES HEALTH SYSTEM 2720 STONE PARK BLVD SIOUX CITY IA 51104 421294091 150000 ART & HEALING PROGRAM 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 23953 GENERAL SUPPORT UNIVERSITY OF NEBRASKA FOUNDATION PO BOX 82555 LINCOLN NE 68501 470379839 50000 SCHOLARSHIP SUPPORT UTE TOWN & COUNTRY PO BOX 199 UTE IA 51060 753034243 8000 ROOF REPLACEMENT WEBB VOLUNTEER FIRE & RESCUE 210 MAIN ST WEBB IA 51366 421270536 7000 SELF-CONTAINED BREATHING APPARATUS WEST LYON COMMUNITY SCHOOL DISTRICT 1787 IOWA 182ND ST INWOOD IA 51240 426036813 9500 DRAMA DEPARTMENT SUPPORT & DEFIBILLATORS WESTERN IOWA TECH COMMUNITY COLLEGE 4647 STONE AVENUE SIOUX CITY IA 51106 421355682 7440 PROGRAM SUPPORT 59 7 SCHOLARSHIP TO ATTEND 4 YEAR COLLEGE 1 25000 SCHOLARSHIPS TO ATTEND 4-YR. COLLEGE 8 10000 SCHOLARSHIP TO ATTEND 2-YR. COLLEGE 1 7500 SCHOLARSHIP TO ATTEND 4-YR. COLLEGE 1 18000 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. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII DEBORAH HUBBARD - 505 5TH STREET, SUITE 412, SIOUX CITY, IA 51101. KENNETH A BEEKLEY - 603 EAST ST. ANDREWS, DAKOTA DUNES, SD 57049. KAREN B CLARK - 3847 PIERCE STREET, SIOUX CITY, IA 51104. LEON D. ROZEBOOM - 514 STONEGATE CIRCLE, SERGEANT BLUFF, IA 51054. MICHAEL PROSSER - 206 LINDENWOOD PLACE, SIOUX CITY, IA 51104. BARB F. ORZECHOWSKI - 3715 MARTINS YARD, SIOUX CITY, IA 51104. MATTHEW J. LAWLER - 4703 CARDINAL COURT, SIOUX CITY, IA 51106. PATRICK J COREY - 1505 AZTEC CIRCLE, SIOUX CITY, IA 51104. CHARLES A. KNOEPFLER - 501 BUCKWALTER DRIVE, SIOUX CITY, IA 51104. RICHARD J. DEHNER - 947 SPRINGBROOK DR, HINTON, IA 51024. PAUL A BERGMANN - 699 CHERRY HILLS LANE, DAKOTA DUNES, SD 57049. LESLEY M. BARTHOLOMEW - 4831 BRADFORD LANE, SIOUX CITY, IA 51106. ROMA A. KROLL - 1318 SOUTH ST. AUBIN, SIOUX CITY, IA 51106. ROBERT F MEIS - 2400 E. SOLOWAY, SIOUX CITY, IA 51104. LAURA A. SCHILTZ - 121 WEST 5TH STREET, REMSEN, IA 51050. DR. RICHARD G. WAGNER - 528 PELLETIER DRIVE, SIOUX CITY, IA 51104. LANCE D. EHMCKE - 4908 RAVINE PARK LANE, SIOUX CITY, IA 51106. MARILYN J. HAGBERG - 4328 PERRY WAY, SIOUX CITY, IA 51104. ROBERT W. HOULIHAN - 4851 BRADFORD LANE, SIOUX CITY, IA 51106. MATTHEW J. BASYE - 18 DEERHAVEN DRIVE, SIOUX CITY, IA 51104. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -524,385. FORM 990, PART XII, LINE 2C EXPLANATION PROCESS CONSISTENT WITH PRIOR YEARS.