2011-08-15T14:18:39-05:00 2010-12-31 HENJES CONNER & WILLIAMS PC 800 FRANCES BLDG SIOUX CITY IA 51101 990 2010-01-01 421323904 SIOUXLAND COMMUNITY FOUNDATION SIOU 7122933303 505 FIFTH STREET NO 412 SIOUX CITY IA 51101 DEBORAH HUBBARD 7122933303 2011-08-12 1 MELISSA J WILLER 7122773931 2010 2016-02-24 21:20:13Z DEBORAH HUBBARD 505 FIFTH STREET NO 412 SIOUX CITY IA 51101 4814550 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 1209717 2883545 0 0 -71262 292537 17768 17622 1156223 3193704 1171427 1335973 0 0 98691 98587 0 0 20057 68012 68503 1338130 1503063 -181907 1690641 11867521 14701712 1423013 1666852 10444508 13034860 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 1335973 1335973 AWARDED GRANTS TO ORGANIZATIONS PERFORMING CHARITABLE ACTIVITIES, PRIMARILY IN OR FOR THE BENEFIT OF THE SIOUXLAND AREA. 1335973 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 X 0 0 0 KAREN B CLARK 1.00 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 49336 0 0 49336 0 0 0 0 0 0 0 2883545 6284 2883545 265099 265099 1648284 1620846 27438 27438 27438 INCREASE IN LIFE INSUR 900099 13098 13098 OTHER INVESTMENT INCOM 900099 4524 4524 17622 3193704 0 0 310159 1299223 1299223 36750 36750 49336 49336 40687 28353 12334 2500 2500 6064 5120 944 5875 5875 28087 28087 1961 1961 3162 2173 989 7800 7800 2908 2326 582 54 54 2121 2121 SOFTWARE 5643 5643 PRINTING 4137 1654 2483 POSTAGE 2697 2158 539 DUE & PUBLICATIONS 1785 1785 MISCELLANEOUS 1147 1147 1126 901 225 1503063 1335973 147033 20057 6451 10871 1592989 2533568 522480 482605 9456907 11374581 288694 300087 11867521 14701712 304198 437377 1118815 1229475 1423013 1666852 X 261489 352946 1968302 3375161 8214717 9306753 10444508 13034860 11867521 14701712 X 1690641 899711 X X 0 1 1 X 0 X 2067822 1778859 2166874 1209717 2883545 10106817 2067822 1778859 2166874 1209717 2883545 10106817 2837363 7269454 219282 277778 238656 204556 269623 1209895 11316712 0.64240 0.67770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9 40 1502000 846125 292598 678351 2416102 4544381 1 1 9235406 1095163 1288004 286574 100989 11231010 7675250 344599 1495451 196355 83539 9235406 9525181 410885 -2007845 167467 85504 7675250 1.00000 0 0 0 SNB INVESTMENT ACCOUNT 11374581 C 11374581 AGENCY GRANTS PAYABLE 30481 AGENCY ENDOWMENT FUNDS 1198994 1229475 3193704 1503063 1690641 899711 899711 2590352 4178405 899711 84990 984701 3193704 0 3193704 1588053 84990 84990 1503063 0 1503063 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: TAX YEARS POTENTIALLY SUBJECT TO EXAMINATION OF RETURNS BY AUTHORITIES ARE DECEMBER 31, 2007, 2008, 2009 AND 2010. 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 RED CROSS (SIOUXLAND CHAPTER) 4200 WAR EAGLE DRIVE SIOUX CITY IA 51109 420680402 8716 TRAINING PROGRAMS BATTLE CREEK AMBULANCE PO BOX 26 BATTLE CREEK IA 51006 421517766 8500 DEFIBRILLATOR BOYDEN AREA FIRE DEPARTMENT 813 MAIN STREET BOYDEN IA 51234 421263327 10000 HYDRAULIC EXTRACTION TOOLS BOYS & GIRLS HOME FAMILY SERVICES PO BOX 1197 SIOUX CITY IA 51102 930991860 8280 CAPITAL CAMPAIGN SUPPORT BRIAR CLIFF UNIVERSITY 3303 REBECCA STREET SIOUX CITY IA 51104 420707124 12982 GENERAL SUPPORT BURGESS HEALTH CENTER 1600 DIAMOND STREET ONAWA IA 51040 420859940 8422 FITNESS PROGRAM SUPPORT CALLIOPE HISTORICAL VILLAGE 1150 CENTRAL AVENUE HAWARDEN IA 51023 426004768 6165 WINDOWS/DOORS REPLACEMENT CENTRAL LYON SCHOOL DISTRICT PO BOX 471 ROCK RAPIDS IA 51246 426037624 7500 MARCHING BAND UNIFORMS CITY OF CASTANA PO BOX 150 CASTANA IA 51010 167000372 7400 COMMUNITY BUILDING SIDING CITY OF GEORGE PO BOX 686 GEORGE IA 51237 426004703 10000 CITY POOL HANDICAP BATHROOM CITY OF HOLSTEIN 119 S MAIN HOLSTEIN IA 51025 426004773 11900 PARK & BATHHOUSE UPGRADES CITY OF IDA GROVE PO BOX 236 IDA GROVE IA 51445 426004785 10000 CITY POOL IMPROVEMENTS CITY OF INWOOD PO BOX 298 INWOOD IA 51240 426004802 10000 CAMPGROUND BATHHOUSE CITY OF IRETON 316 MAIN STREET IRETON IA 51027 426004817 10000 WALKING / BIKE TRAIL CITY OF LARCHWOOD PO BOX 216 LARCHWOOD IA 51241 426004864 8050 BUS STOP SHELTERS CITY OF ROCK VALLEY PO BOX 100 ROCK VALLEY IA 51247 426005162 10000 BASKETBALL / TENNIS COURTS CITY OF UTE 130 MAIN STREET UTE IA 51060 426005294 10000 CITY PARK SHELTER HOUSE CITY OF WAKEFIELD PO BOX 178 WAKEFIELD IA 68784 476006401 9396 SWIMMING POOL IMPROVEMENTS CLAY CENTRAL-EVERLY SCHOOLS 401 CHURCH STREET ROYAL IA 51357 421405809 7500 AFTER SCHOOL PROGRAMS CLAY COUNTY COUNCIL ON AGING 104 E 4TH STREET SPENCER IA 51301 421073878 5800 ACTIVITY CENTER A/C SYSTEM COUNCIL ON SEXUAL ASSAULT & DOMESTIC VIOLENCE PO BOX 1565 SIOUX CITY IA 51102 421104234 12993 GENERAL SUPPORT FAMILY CRISIS CENTERS OF NW IOWA PO BOX 295 SIOUX CENTER IA 51250 421185690 6310 GENERAL SUPPORT FIRST PRESBYTERIAN CHURCH 608 NEBRASKA STREET SIOUX CITY IA 51101 420681108 75000 GENERAL SUPPORT FOOD BANK OF SIOUXLAND 1313 11TH STREET SIOUX CITY IA 51105 421381516 30143 BACK PACK AND FOOD PANTY PROGRAMS GALVA ECONOMIC DEVELOPMENT 1681 MARKET AVENUE GALVA IA 51020 421506393 13500 WALKING TRAIL & TOWN SIGNAGE GALVA FIRE DEPARTMENT 109 E 2ND STREET GALVA IA 51020 752977383 5100 SELF-CONTAINED BREATHING APPARATUS GALVA HOLSTEIN BOOSTER CLUB 519 E MAPLE STREET HOLSTEIN IA 51025 426002058 10000 BLEACHERS FOR HIGH SCHOOL GALVA HOLSTEIN COMMUNITY SCHOOLS 519 E MAPLE STREET HOLSTEIN IA 51025 426002058 10522 PLAYGROUND / PE EQUIPMENT GEORGE BETTERMENT CLUB 120 S MAIN GEORGE IA 51237 426004703 6000 CITY BASKETBALL COURT & ICE RINK GRANT CEMETERY ASSOCIATION 513 MAIN STREET MAPLETON IA 51034 426127957 7300 FENCING & GATE HARTLEY COMMUNITY DAY CARE 611 3RD STREET NE HARTLEY IA 51346 263142880 8000 SAFETY IMPROVEMENTS HAWARDEN PARKS & RECREATION 1150 CENTRAL AVENUE HAWARDEN IA 51023 426004768 7435 CITY PARK SIGNAGE HORN MEMORIAL HOSPITAL 701 E SECOND STREET IDA GROVE IA 51445 420843389 12500 HOSPITAL & EMS EQUIPMENT HOSTEIN BOY SCOUT TROOP #144 519 E MAPLE STREET HOLSTEIN IA 51025 426240898 6000 NEW STORAGE SHED IDA GROVE RECREATION CENTER 403 3RD STREET IDA GROVE IA 51445 426004785 5407 GENERAL SUPPORT KIDS EXPRESS DAYCARE 102 PROSPECT SANBORN IA 51248 421353405 8971 FLOORING REPLACEMENT LARCHWOOD BETTERMENT CLUB PO BOX 214 LARCHWOOD IA 51241 680554429 7500 SOFTBALL PARK IMPROVEMENTS LARCHWOOD COMMUNITY GROUP PO BOX 214 LARCHWOOD IA 51241 421208736 10000 SPORTS COMPLEX WALKING TRAIL LITTLE ROCK TOWN & COUNTRY 402 MAIN ST LITTLE ROCK IA 51243 425253726 6000 DIGITAL COMMUNITY EVENT SIGN LITTLE SIOUX VALLEY CONSERVATION 4931 YELLOW AVENUE PETERSON IA 51047 365019008 6000 CANOE PROGRAM LYON COUNTY CONSERVATION BOARD 311 1ST AVENUE E ROCK RAPIDS IA 51246 426005158 5000 LAKE PAHOJA TRAIL LYON COUNTY HISTORICAL SOCIETY 605 S BOONE STREET ROCK RAPIDS IA 51246 237309930 7500 MUSEUM RENOVATIONS MAKE-A-WISH FOUNDATION 3024 104TH STREET URBANDALE IA 50322 421310530 24000 WISHES OF SIOUXLAND YOUTH MAPLETON ROTARY CLUB 513 MAIN STREET MAPLETON IA 51034 426127957 6000 CITY SIGNAGE MAURICE VOL FIRE DEPARTMENT 111 4TH STREET MAURICE IA 51036 420939569 10000 EXTICATION EQUIPMENT MERRILL PIONEER COMMUNITY HOSPITAL 801 S GREENE STREET ROCK RAPIDS IA 51246 420805543 10000 UPDATE PATIENT ROOMS MONONA COUNTY FAIR ASSOCIATION 1307 IOWA AVENUE ONAWA IA 51040 420777782 10000 PICNIC TABLES FOR FAIRGROUNDS MORNINGSIDE COLLEGE 1501 MORNINGSIDE AVENUE SIOUX CITY IA 51106 420680400 159718 ACADEMIC CENTER & GENERAL SUPPORT NW IOWA COMMUNITY COLLEGE 603 W PARK STREET SHELDON IA 51201 420926341 9000 RESCUE TRAINING PROGRAM ONAWA YOUTH FOR COMMUNITY BETTERMENT 1009 IOWA AVENUE ONAWA IA 51040 421406597 11000 CITY PARK FURNISHINGS PAULLINA AMBULANCE SERVICE 127 S MAIN STREET PAULLINA IA 51046 426005114 6835 AMBULANCE EQUIPMENT ROCK RAPIDS MINI ZOO S 3RD AVENUE ROCK RAPIDS IA 51246 426005157 5340 BIRD EXHIBIT BUILDING RENOVATION SEASONS CENTER FOR COMMUNITY MENTAL HEALTH 201 E 11TH STREET SHELDON IA 51201 420840465 10000 FACILITY UPGRADES SHELDON COMMUNITY DAY CARE PO BOX 235 SHELDON IA 51201 421036015 6000 PLAYGROUND UPDATES SIOUX CITY CHAMBER MUSIC ASSOCIATION PO BOX 1714 SIOUX CITY IA 51102 421077538 8239 EVENT SUPPORT SIOUX CITY COMMUNITY SCHOOL 627 4TH STREET SIOUX CITY IA 51101 426003589 6298 GENERAL SUPPORT SIOUX CITY PUBLIC MUSEUM 2901 JACKSON STREET SIOUX CITY IA 51104 421516734 6021 EXHIBIT SUPPORT SIOUXLAND COMMUNITY BLOOD BANK 1019 JONES STREET SIOUX CITY IA 51102 420929863 18500 NEW MOBILE DONOR VEHICLE SIOUXLAND HUMAN INVESTMENT 1520 MORNINGSIDE AVENUE SIOUX CITY IA 51106 420495836 9500 EDUCATIONAL PROGRAM SPENCER AREA ARTS COUNCIL 408 N GRAND AVENUE SPENCER IA 51301 421127539 7434 FACILITY IMPROVEMENTS SPENCER COMMUNITY THEATRE PO BOX 1225 SPENCER IA 51301 421083384 10000 MULTI-PURPOSE ROOM EQUIPMENT THE BRIDGE TRANSITIONAL HOUSING PO BOX 323 ORANGE CITY IA 51041 141986539 9000 EDUCATION & SUPPORT PROGRAMS UNITED WAY OF SIOUXLAND PO BOX 204 SIOUX CITY IA 51102 420680395 8959 GENERAL SUPPORT WEST SIOUX COMMUNITY SCHOOLS 1300 FALCON DR HAWARDEN IA 51023 426038319 20000 GREENHOUSE / LAB CONSTRUCTION WESTERN IOWA TECH COMMUNITY COLLEGE 4647 STONE AVENUE SIOUX CITY IA 51106 421355682 8400 PROGRAM SUPPORT 65 SCHOLARSHIP TO ATTEND 4 YEAR COLLEGE 1 18000 SCHOLARSHIPS TO ATTEND 4-YR. COLLEGE 10 12500 SCHOLARSHIP TO ATTEND 2-YR. COLLEGE 2 6250 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 899,711. FORM 990, PART XII, LINE 2C EXPLANATION PROCESS CONSISTENT WITH PRIOR YEARS.