EAU CLAIRE COMMUNITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EAU CLAIRE COMMUNITY FOUNDATION (EIN 39-1891064)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201102289349301365
- Schema version
- 2010v3.4
- 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 | 2011-08-12T13:53:03-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 PKWY/PO BOX 690 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 547020690 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391891064 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAU CLAIRE COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EAUC | NameControl |
| Phone | 7155523801 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST NO 104 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUE BORNICK | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7155523801 | Phone |
| Date Signed | 2011-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN WALKER CPA | Name |
| Phone | 7158323407 | Phone |
| Date Prepared | 2011-07-27 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUE BORNICK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST STE 104 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2159587 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ECCOMMUNITYFOUNDATION.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | WI | StateLegalDomicile |
| Activity Or Mission Description | TO ESTABLISH ENDOWED FUNDS THAT WILL BENEFIT THE EAU CLAIRE COMMUNITY TODAY AND IN THE FUTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 6 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 309237 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 349356 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -186302 | InvestmentIncomePriorYear |
| Investment Income Current Year | 144349 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5148 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10140 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 128083 | TotalRevenuePriorYear |
| Total Revenue Current Year | 503845 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 136251 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 94460 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 83023 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 84063 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 41702 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 88168 | OtherExpensePriorYear |
| Other Expenses Current Year | 81954 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 307442 | TotalExpensesPriorYear |
| Total Expenses Current Year | 260477 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -179359 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 243368 | RevenuesLessExpensesCY |
| Total Assets BOY | 5454906 | TotalAssetsBOY |
| Total Assets EOY | 6252551 | TotalAssetsEOY |
| Total Liabilities BOY | 534156 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 537451 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4920750 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5715100 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE STRENGTHEN OUR COMMUNITY BY OFFERING DONORS OPPORTUNITIES TO ESTABLISH CHARITABLE LEGACIES, BY MAKING GRANTS, AND BY SERVING AS A CATALYST TO ADDRESS COMMUNITY NEEDS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 185585 | Expense |
| Grants | 94460 | Grants |
| Revenue | 11689 | Revenue |
| Description | THE EAU CLAIRE COMMUNITY FOUNDATION OFFERS WAYS TO MAKE IT EASIER FOR COMMUNITY MEMBERS TO GIVE TO LOCAL CHARITIES BY CONTRIBUTING TO EXISTING FUNDS AT THE FOUNDATION, ESTABLISHING THEIR OWN FUNDS, AND FACILITATING PASS-THROUGH GIFTS. IN 2010 WE PROVIDED 64 GRANTS TO FULFILL NEEDS THROUGHOUT THE COMMUNITY, INCLUDING THE PURCHASE OF MATERIALS FOR A TEEN PARENTING PROGRAM AND A PARENT EDUCATION PROGRAM FOR INCARCERATED PARENTS SERVED BY THE FAMILY RESOURCE CENTER, PURCHASE OF ARCHIVAL STORAGE EQUIPMENT AND SUPPLIES FOR HISTORICAL COLLECTIONS AT THE CHIPPEWA VALLEY MUSEUM, AND MEDICATIONS FOR THE CHIPPEWA VALLEY FREE CLINIC. IN ADDITION, WE PROVIDE EDUCATIONAL SUPPORT AND CONSULTATION TO AREA NON-PROFIT ORGANIZATIONS REGARDING PLANNED GIVING AND ENDOWMENT BUILDING. TO RAISE AWARENESS FOR THE IMPORTANCE OF MEMBERS OF THE COMMUNITY TO BE PHILANTHROPIC WE SPONSOR A YEARLY EDUCATIONAL EVENT WITH THE WOMEN'S GIVING CIRCLE, AND DISTRIBUTE INFORMATION ABOUT PHILANTHROPY THROUGH OUR WEBSITE AND NEWSLETTERS. WE ALSO HELP TO INITIATE NEW PROJECTS FOR THE COMMUNITY SUCH AS SCULPTURE TOUR EAU CLAIRE, HOST FORUMS TO PROMOTE PHILANTHROPY AND PROVIDE INFORMATION TO OUR DONORS, AND PROVIDE TECHNICAL ASSISTANCE FOR NON-PROFIT ORGANIZATIONS AND GRANTEES IN THEIR FUND-RAISING ACTIVITIES. WE TRACK GRANTEES' PROGRESS TO ENSURE WE ARE MAKING WISE FUNDING DECISIONS, AND ASSIST THEM IN DEVELOPING THEIR GRANT-WRITING SKILLS. | Description |
| Total Program Service Expense | 185585 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | 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 | 1 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 6 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE BORNICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7155523801 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 SOUTH BARSTOW ST 104 | AddressLine1 |
| City | EAU CLAIRE | City |
| State | WI | State |
| ZIP Code | 54701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek |
|---|---|---|---|---|---|---|
| CHARLES GRAASKAMP | ||||||
| PAST CHAIRMAN | X | X | 0 | 0 | 0 | |
| PAUL WEINKE | ||||||
| CHAIRMAN | X | X | 0 | 0 | 0 | |
| PAT QUINN | ||||||
| VICE CHAIRMAN | X | X | 0 | 0 | 0 | |
| JANE LOKKEN | ||||||
| SECRETARY | X | X | 0 | 0 | 0 | |
| MATT BRUNNER | ||||||
| TREASURER | X | X | 0 | 0 | 0 | |
| DAVE FREDERIKSON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| BUZZ MINTON | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DUANE DINGMANN | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JIM PINTER | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| DAN MARKET | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| MARK FAANES | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| JILL BARLAND | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| CTHOMAS DOW | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| LAURA TALLEY | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| NICOLE LASKER | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| BETSY KELL | ||||||
| TRUSTEE | X | 0 | 0 | 0 | ||
| SUE BORNICK | ||||||
| EXECUTIVE DIRECTOR | X | 45000 | 0 | 0 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 45000 | 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 | 14107 | FundraisingEvents |
| All Other Contributions | 335249 | AllOtherContributions |
| Noncash Contributions | 49299 | NoncashContributions |
| Total Contributions | 349356 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 99958 | TotalRevenueColumn |
| Exclusion | $99,958 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1694534 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1650143 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44391 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44391 | TotalRevenueColumn |
| Exclusion | $44,391 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4050 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 14107 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 5599 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1549 | TotalRevenueColumn |
| Exclusion | -$1,549 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEE | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 11689 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11689 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 11689 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 503845 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11689 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $142,800 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94460 | Total |
| Program Services | 94460 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45000 | Total |
| Program Services | 20685 | ProgramServices |
| Management And General | 12211 | ManagementAndGeneral |
| Fundraising | 12104 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39063 | Total |
| Program Services | 17956 | ProgramServices |
| Management And General | 10600 | ManagementAndGeneral |
| Fundraising | 10507 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8290 | Total |
| Program Services | 6218 | ProgramServices |
| Management And General | 1244 | ManagementAndGeneral |
| Fundraising | 828 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16081 | Total |
| Program Services | 12061 | ProgramServices |
| Management And General | 2412 | ManagementAndGeneral |
| Fundraising | 1608 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4714 | Total |
| Program Services | 3111 | ProgramServices |
| Fundraising | 1603 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19158 | Total |
| Program Services | 12368 | ProgramServices |
| Management And General | 3643 | ManagementAndGeneral |
| Fundraising | 3147 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10184 | Total |
| Program Services | 7638 | ProgramServices |
| Management And General | 1528 | ManagementAndGeneral |
| Fundraising | 1018 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2034 | Total |
| Program Services | 1526 | ProgramServices |
| Management And General | 304 | ManagementAndGeneral |
| Fundraising | 204 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 445 | Total |
| Program Services | 334 | ProgramServices |
| Management And General | 67 | ManagementAndGeneral |
| Fundraising | 44 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2528 | Total |
| Program Services | 1896 | ProgramServices |
| Management And General | 379 | ManagementAndGeneral |
| Fundraising | 253 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| FUND EVENT EXPENSE | 7713 | 7713 | ||
| COMMUNITY LEADERSHIP | 5886 | 5886 | ||
| BAD DEBTS | 2007 | 2007 | ||
| DUES | 1928 | 193 | 1446 | 289 |
| MISCELLANEOUS | 986 | 473 | 513 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260477 | Total |
| Program Services | 185585 | ProgramServices |
| Management And General | 33190 | ManagementAndGeneral |
| Fundraising | 41702 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 352350 | BOY |
| EOY | 242924 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 733147 | BOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19469 | BOY |
| EOY | 2593 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 31773 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 31099 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1119 | BOY |
| EOY | 674 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4348821 | BOY |
| EOY | 6005240 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1120 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5454906 | BOY |
| EOY | 6252551 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1734 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531656 | BOY |
| EOY | 535717 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534156 | BOY |
| EOY | 537451 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4211489 | BOY |
| EOY | 4870643 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481337 | BOY |
| EOY | 612258 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227924 | BOY |
| EOY | 232199 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4920750 | BOY |
| EOY | 5715100 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5454906 | BOY |
| EOY | 6252551 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 243368 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 550982 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 615844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 891584 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 543876 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 302457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 347807 | CurrentTaxYear |
| Total | 2701568 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 615844 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 891584 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 543876 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 302457 | CurrentTaxYearMinus1Year |
| Current Tax Year | 347807 | CurrentTaxYear |
| Total | 2701568 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1294775 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1406793 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100645 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 352053 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -255078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -186302 | CurrentTaxYearMinus1Year |
| Current Tax Year | 134596 | CurrentTaxYear |
| Total | 145914 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17820 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11928 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11689 | CurrentTaxYear |
| Total | 63604 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2911086 | TotalSupport |
| Public Support Pertcentage170 | 0.48330 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.45940 | 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 | 34 | NumberDAFsHeld |
| Donor Advised Contributions | 208612 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 60580 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 2711374 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 447235 | BeginningOfYearBalance |
| Contributions | 2475 | Contributions |
| Investment Earnings Or Losses | 63965 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 780 | GrantsOrScholarships |
| Administrative Expenses | 8383 | AdministrativeExpenses |
| End Of Year Balance | 504512 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 428569 | BeginningOfYearBalance |
| Contributions | 11025 | Contributions |
| Investment Earnings Or Losses | 103250 | InvestmentEarningsOrLosses |
| Administrative Expenses | 95609 | AdministrativeExpenses |
| End Of Year Balance | 447235 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 581499 | BeginningOfYearBalance |
| Contributions | 24325 | Contributions |
| Investment Earnings Or Losses | -141996 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21000 | GrantsOrScholarships |
| Administrative Expenses | 14259 | AdministrativeExpenses |
| End Of Year Balance | 428569 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 31773 | OtherCostOrOtherBasis |
| Depreciation | 31099 | Depreciation |
| Book Value | 674 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 674 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY ENDOWMENT FUNDS | $504,512 |
| OTHER LIABILITIES | $31,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 535717 | TotalOfAmounts |
| Total Revenue | 503845 | TotalRevenue |
| Total Expenses | 260477 | TotalExpenses |
| Excess Or Deficit For Year | 243368 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 550982 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 550982 | TotalAdjustments |
| Excess Or Deficit Per FS | 794350 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1062089 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 550982 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7262 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 558244 | RevenueNotRptdF990 |
| Revenue Subtotal | 503845 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 503845 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 267739 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7262 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 7262 | ExpensesNotRptdF990 |
| Expenses Subtotal | 260477 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 260477 | TotalExpensesPerForm990 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHILDRENS LEGACY LUNCHEON | NameOfEvent1 |
| Gross Receipts Event1 | 18157 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 14107 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4050 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 347 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 4386 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 866 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 18157 | GrossReceiptsTotal |
| Charitable Contributions Total | 14107 | CharitableContributionsTotal |
| Gross Revenue Total Events | 4050 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 347 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 4386 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 866 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 5599 | DirectExpenseSummaryEvents |
| Net Income Summary | -1549 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| RICE LAKE HIGH SCHOOL SCHOLARSHIP FUND | |||||||
| 30 S WISCONSIN AVE | RICE LAKE | WI | 54868 | 396004138 | 501(C)(3) | 6000 | GRANT FOR 2010 SCHOLARSHIPS |
| UW-EAU CLAIRE FOUNDATION | |||||||
| PO BOX 4004 | EAU CLAIRE | WI | 547024004 | 390972350 | 501(C)(3) | 20000 | WISCONSIN YOUTH SUCCESS PROGRAM AND HEROES SINGLE PARENT SCHOLARSHIP FUND. |
| YMCA - EAU CLAIRE | |||||||
| 700 GRAHAM STREET | EAU CLAIRE | WI | 54701 | 390806351 | 501(C)(3) | 10000 | NEW FACILITY BUILDING FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | 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: EACH GRANTEE IS REQUIRED TO SUBMIT A GRANT REPORT WITHIN ONE YEAR DESCRIBING HOW THE GRANT WAS USED. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 49299 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | SECURITIES RECEIVED: 1000 SHS UNICA CORP STOCK, 110.783 SHS ALLIANZ FUNDS NJF SMALL CAP VALUE FUND, 139.587 SHS AMCAP FUND, 97.57 SHS DODGE & COX FUND, 137.931 SHS SENTINEL FUNDS SMALL CO FUND, 585.938 SHS TURNER LARGE CAP GROWTH OPPORTUNITIES FUND, 660.066 SHS VIRTUS EMERGING MARKETS OPPORTUNITIES FUND, 38 SHS EXXON MOBIL. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES IN ADVANCE OF THEIR MONTHLY BOARD MEETING FOR PERSONAL REVIEW BY BOARD MEMBERS, THEN AS PART OF THE AGENDA THE EXECUTIVE DIRECTOR/TREASURER REVIEWS THE RETURN WITH BOARD MEMBERS FOR BOARD APPROVAL PRIOR TO FILING THE FORM 990. | |
| THE POLICY IS TO HAVE THE BOARD OR COMMITTEE MEMBERS WHO MAY HAVE A CONFLICT OF INTEREST IN AN ITEM OF ACTION PUT TO VOTE TO ABSTAIN FROM THAT VOTE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE OPERATIONS COMMITTEE UPON REVIEW OF SALARY SURVEY, PERFORMANCE APPRAISAL, AND CASH FLOW ANALYSIS MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 550,982. | FORM 990, PART XI, LINE 5: |
| THE OVERSIGHT PROCESS HAS NOT CHANGED DURING THE TAX YEAR. | FORM 990, PART XI, LINE 2C |
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