2026-09-08T15:07:19-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 2689 COMMERCE DRIVE NW SUITE 201 ROCHESTER MN 55901 990 2025-01-01 391819945 COMMUNITY FOUNDATION OF DUNN COUNTY INC COMM 7152328019 800 WILSON AVENUE 235 MENOMONIE WI 547512513 GEORGINA TEGART EXECUTIVE DIRECTOR 7152328019 2026-09-03 1 KATHERINE LUTZKE CPA P01760889 5072802300 2026-09-03 2025 GEORGINA TEGART 800 WILSON AVENUE 235 MENOMONIE WI 547512513 3950170 0 X WWW.CFDUNNCOUNTY.ORG X 1995 WI THE COMMUNITY FOUNDATION OF DUNN COUNTY PROMOTES CHARITABLE GIVING AS A WAY TO CREATE A PERMANENT SOURCE OF CAPITAL TO BENEFIT AND ENRICH THE QUALITY OF LIFE IN THE DUNN COUNTY AREA. 18 18 7 86 0 0 1293125 1400898 22648 25660 715016 367612 10633 8119 2041422 1802289 606558 702373 0 0 203442 233130 0 0 52008 257199 208901 1067199 1144404 974223 657885 11638064 13611603 1748615 2085247 9889449 11526356 OUR MISSION IS TO ADVANCE PHILANTHROPY IN DUNN COUNTY TO IMPROVE THE LIFE OF ALL OUR CITIZENS, STRENGTHEN OUR NONPROFIT SECTOR, AND GIVE BACK THROUGH STRATEGIC GRANTMAKING AND SUPPORT FOR COMMUNITY PROJECTS. 0 0 978516 702373 25660 COMPETITIVE GRANTS AND SCHOLARSHIPS WERE AWARDED IN THE AREAS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT, EDUCATION AND YOUTH, HEALTH AND WELLNESS, HUMAN SERVICES, SCHOLARSHIPS, ANIMAL WELFARE, AND OTHER COMMUNITY NEEDS. THE FOUNDATION ALSO PROVIDED FISCAL SPONSORSHIP SUPPORT FOR COMMUNITY PROJECTS AND GUIDANCE TO NONPROFIT ORGANIZATIONS, DONORS, AND FUND HOLDERS TO SUPPORT CHARITABLE GIVING, PLANNED GIVING, AND LONG-TERM COMMUNITY IMPACT IN DUNN COUNTY. 978516 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 2 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X X GEORGINA TEGART 7152328019 800 WILSON AVENUE 235 MENOMONIE WI 547512513 WILLIAM BUTSIC CHAIR 2.00 0.00 X X 0 0 0 BRADLEY WAZNIK VICE CHAIR 2.00 0.00 X X 0 0 0 MICHAEL FEKETE TREASURER 2.00 0.00 X X 0 0 0 KAREN STYER SECRETARY 2.00 0.00 X X 0 0 0 JONATHAN KROENING PAST CHAIR 2.00 0.00 X X 0 0 0 DIANNA FIERGOLA DIRECTOR 2.00 0.00 X 0 0 0 JUDITH FOUST DIRECTOR 2.00 0.00 X 0 0 0 JOHN HEIKE DIRECTOR 2.00 0.00 X 0 0 0 AMY HELLMANN DIRECTOR 2.00 0.00 X 0 0 0 PAUL HORVATH DIRECTOR 2.00 0.00 X 0 0 0 JEANA LARSON DIRECTOR 2.00 0.00 X 0 0 0 KEVIN NOLAN DIRECTOR 2.00 0.00 X 0 0 0 SANDI SCOTT DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH SERRATORE DIRECTOR 2.00 0.00 X 0 0 0 JENN TACK DIRECTOR 2.00 0.00 X 0 0 0 STACY MEDIN DIRECTOR 2.00 0.00 X 0 0 0 TIM EIDEN DIRECTOR 2.00 0.00 X 0 0 0 JEFF HASTINGS DIRECTOR 2.00 0.00 X 0 0 0 GEORGINA TEGART EXECUTIVE DIRECTOR 40.00 0.00 X 84263 0 0 84263 0 0 0 0 0 0 0 86647 1314251 32161 1400898 ADMINISTRATIVE INCOME 561000 25660 25660 25660 141199 141199 2302552 2076139 226413 226413 226413 65030 86647 71742 -6712 -6712 10100 0 10100 10100 MISCELLANEOUS INCOME 900099 4731 4731 4731 1802289 25660 0 375731 633700 633700 68673 68673 84262 63197 12639 8426 133076 104091 12464 16521 15792 12155 1824 1813 18183 18183 24733 24733 7056 7056 4970 1193 3777 2932 706 2226 23273 23273 39328 27888 9564 1876 440 440 10238 3550 6688 2879 2879 PROGRAM EXPENSES 71153 53784 17369 OTHER EXPENSES 3716 3716 1144404 978516 113880 52008 458925 422965 1025446 867875 37752 43322 15155 16082 15806 22209 15358 15358 0 0 10082063 12168883 2917 70267 11638064 13611603 31395 23269 71377 86514 1645843 1975464 1748615 2085247 X 210451 206561 9678998 11319795 9889449 11526356 11638064 13611603 657885 979022 0 X 0 1 X 1 0 X 1054571 914297 1304120 1293125 1400898 5967011 1054571 914297 1304120 1293125 1400898 5967011 700677 5266334 46629 410993 73638 215295 141199 887754 33776 2582 6240 3388 45986 1166 940 4255 4393 4731 15485 6916236 98648 0.76140 0.73180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 1,166. 2022 AMOUNT: $ 940. 2023 AMOUNT: $ 4,255. 2024 AMOUNT: $ 4,393. 2025 AMOUNT: $ 4,731. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34 327304 217845 2409875 1 1 7629648 478368 1076055 282518 154997 8746556 6816597 464458 730285 240795 140897 7629648 5604525 695245 799930 169075 114028 6816597 6343140 431147 -872964 186256 110542 5604525 5565631 375316 671597 176929 92475 6343140 0.31169 0.68831 0.00000 0 0 15358 15358 0 0 FUNDS HELD FOR OTHER ORGANIZATIONS 1905195 RIGHT OF USE LIABILITY 70269 1975464 X PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2025. JEANS & JEWELS 151677 86647 65030 1000 37774 5301 14452 13215 151677 86647 65030 1000 37774 5301 14452 13215 71742 -6712 WI 1 0 1 0 0.00000 1.00000 ELIZABETH FORSTER 800 WILSON AVENUE E MENOMONIE WI 54751 0 0 1 ADORAY HOME HEALTH & HOSPICE 990 MAIN ST SUITE 1 BALDWIN WI 54002 391791601 501(C)(3) 38000 0 DISEASES & CONDITIONS ARBOR PLACE INC 4076 KOTHLOW AVE MENOMONIE WI 54751 391266548 501(C)(3) 28135 0 GENERAL SUPPORT BOYCEVILLE BASEBALL ASSOCIATION E3307 840TH AVE BOYCEVILLE WI 54725 811062998 501(C)(3) 5000 0 GENERAL SUPPORT BOYCEVILLE COMMUNITY SCHOOL DISTRICT 1003 TIFFANY STREET BOYCEVILLE WI 54725 396001052 GOVERNMENT 6778 0 ELEMENTARY & SECONDARY ED CHIPPEWA VALLEY TECHNICAL COLLEGE 620 W CLAIREMONT AVE EAU CLAIRE WI 54701 391233557 GOVERNMENT 8304 0 EDUCATION CITY OF MENOMONIE 800 WILSON AVE MENOMONIE WI 54751 396005690 GOVERNMENT 40500 0 HOUSING DEVELOPMENT COLFAX PUBLIC LIBRARY 613 MAIN ST COLFAX WI 54730 396006240 GOVERNMENT 5000 0 GENERAL SUPPORT COLFAX YOUTH SPORTS CORP PO BOX 396 COLFAX WI 54730 884010879 501(C)(3) 5000 0 GENERAL SUPPORT COMPASS IL 2920 SCHNEIDER AVE SE MENOMONIE WI 54751 391758740 501(C)(3) 5000 0 GENERAL SUPPORT DUNN COUNTY DEPARTMENT OF HUMAN SERVICES 3001 US HIGHWAY 12 EAST STE 225 MENOMONIE WI 54751 396005690 GOVERNMENT 71271 0 MENTAL HEALTH CARE DUNN COUNTY HISTORICAL SOCIETY 1820 JOHN RUSSELL ROAD PO BOX 437 MENOMONIE WI 54751 237137731 501(C)(3) 10955 0 HISTORICAL ACTIVITIES DUNN COUNTY HUMANE SOCIETY 302 BRICKYARD RD MENOMONIE WI 54751 391780809 501(C)(3) 5393 0 GENERAL SUPPORT DUNN COUNTY SHERIFF'S DEPARTMENT 615 STOKKE PKWY MENOMONIE WI 54751 396005690 GOVERNMENT 7000 0 GENERAL SUPPORT HWCC ADVANCEMENT CENTER INC 5423 N 118TH CT MILWAUKEE WI 53225 991808000 501(C)(3) 5000 0 GENERAL SUPPORT LANDMARK CONSERVANCY INC 500 EAST MAIN ST STE 307 MENOMONIE WI 54751 391872550 501(C)(3) 13539 0 GENERAL SUPPORT LITERACY CHIPPEWA VALLEY 221 W MADISON ST STE 6 EAU CLAIRE WI 54703 391657040 501(C)(3) 5000 0 GENERAL SUPPORT LIVING HOPE CHURCH 620 24TH AVE W MENOMONIE WI 54751 391263417 501(C)(3) 5000 0 FAITH MABEL TAINTER THEATER 205 MAIN ST E MENOMONIE WI 54751 390806184 501(C)(3) 12576 0 PERFORMING ARTS MEALS FROM THE HEART 5600 MEMORIAL AVENUE NORTH OAK PARK HEIGHTS MN 55082 742634211 501(C)(3) 12081 0 FOOD AID MEALS ON WHEELS OF SHEBOYGAN INC 1004 S TAYLOR DR SHEBOYGAN WI 53081 391238290 501(C)(3) 5000 0 FOOD AID MENOMONIE BASEBALL ASSOCIATION 1412 6TH STREET MENOMONIE WI 54751 391555098 501(C)(3) 5000 0 GENERAL SUPPORT MENOMONIE FARMERS MARKET INC PO BOX 223 MENOMONIE WI 54751 934163066 501(C)(3) 5000 0 GENERAL SUPPORT MENOMONIE FIRE AND RESCUE 2417 WILSON ST MENOMONIE WI 54751 396005528 GOVERNMENT 5040 0 GENERAL SUPPORT MENOMONIE LIONS FOUNDATION PO BOX 44 MENOMONIE WI 54751 300431941 501(C)(3) 9000 0 GENERAL SUPPORT MENOMONIE POLICE DEPARTMENT 615 STOKKE PKWY STE G200 MENOMONIE WI 54751 396005528 GOVERNMENT 5720 0 GENERAL SUPPORT MENOMONIE THEATER GUILD 502 W 2ND ST MENOMONIE WI 54751 391142686 501(C)(3) 10800 0 PERFORMING ARTS MENOMONIE UNITED METHODIST CHURCH 2703 BONGEY DRIVE MENOMONIE WI 54751 MENOMONIE WI 54751 396054928 501(C)(3) 5000 0 DEV. DISABILITY SERVICES OUR SAVIORS LUTHERAN CHURCH 910 9TH ST E MENOMONIE WI 54751 390872011 501(C)(3) 5250 0 GENERAL SUPPORT SCHOOL DISTRICT OF MENOMONIE AREA 215 PINE AVE E MENOMONIE WI 54751 396003384 GOVERNMENT 5110 0 EDUCATION SEASON'S HARVEST GREENHOUSE E5345 COUNTY ROAD D MENOMONIE WI 54751 208787668 501(C)(3) 8781 0 GENERAL SUPPORT SHIRLEY DOANE SENIOR CENTER 1412 SIXTH STREET E MENOMONIE WI 54751 391691948 501(C)(3) 5583 0 DEV, DISABILITY SERVICES ST JOSEPH'S CATHOLIC CONGREGATION 910 WILSON AVENUE MENOMONIE WI 54751 390808466 501(C)(3) 33116 0 ELEMENTARY & SECONDARY ED STEPPING STONES OF DUNN COUNTY 1602 STOUT ROAD MENOMONIE WI 54751 391608607 501(C)(3) 68213 0 FOOD SECURITY SUMMIT ACADEMY 3502 WILSON ST MENOMONIE WI 54751 883005111 501(C)(3) 26580 0 GENERAL SUPPORT THE BRIDGE TO HOPE 2110 4TH AVE N MENOMONIE WI 54751 391421880 501(C)(3) 12886 0 GENERAL SUPPORT THE FREE CLINIC OF THE GREATER MENOMONIE AREA PO BOX 624 MENOMONIE WI 54751 201285809 501(C)(3) 21238 0 DISEASES & CONDITIONS THE SALVATION ARMY OF DUNN COUNTY 616 EAST OLSON ST BLAIR WI 54616 362167910 501(C)(3) 13000 0 GENERAL SUPPORT THURSDAY'S TABLE 420 WILSON AVE MENOMONIE WI 54751 270671948 501(C)(3) 5725 0 GENERAL SUPPORT UNITED WAY ST CROIX AND RED CEDAR VALLEYS INC 800 WILSON AVE STE 51 MENOMONIE WI 54751 391372545 501(C)(3) 10000 0 GENERAL SUPPORT UNIVERSITY OF WISCONSIN-LA CROSSE 215 GRAFF MAIN HALL LA CROSSE WI 54601 391805963 GOVERNMENT 8950 0 EDUCATION UNIVERSITY OF WISCONSIN-RIVER FALLS 315 NORTH HALL 410 S 3RD ST RIVER FALLS WI 54022 391805963 GOVERNMENT 12200 0 EDUCATION UNIVERSITY OF WISCONSIN-STOUT STUDENT BUSINESS SERVICES 712 BROADWAY ST S MENOMONIE WI 54751 391805963 GOVERNMENT 5750 0 EDUCATION UW-STOUT POLICE DEPARTMENT 817 BROADWAY ST S MENOMONIE WI 54751 391805963 GOVERNMENT 5000 0 GENERAL SUPPORT YMCA OF THE CHIPPEWA VALLEY 700 GRAHAM AVE EAU CLAIRE WI 54701 390806351 501(C)(3) 15221 0 GENERAL SUPPORT 44 0 SCHOLARSHIPS 38 68673 PART I, LINE 2: APPLICATIONS RECEIVED ARE REVIEWED BY GRANT COMMITTEES BASED ON ELIGIBILITY GUIDELINES FROM THEIR GRANT AND SCHOLARSHIP GUIDELINE POLICIES. THE GRANT COMMITTEE SELECTS GRANTEES WHICH ARE THEN APPROVED BY THE BOARD OF DIRECTORS. GRANT SOFTWARE IS USED TO VERIFY ELIGIBILITY, CREATING A CONTRACT FOR SIGNATURE(S) PRIOR TO PAY-OUT, AND FOLLOW-UPS TO MONITOR THE USE OF FUNDS. X 5201 FMV X EXPERIENCES 31 18286 FMV X GIFT BASKET 23 5929 FMV X FOOD/DRINKS 26 1675 FMV X SPORTING GOODS 2 1070 FMV 0 0 0 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, PROVIDED THAT ANY ACTION TAKEN SHALL NOT CONFLICT WITH THE POLICIES AND EXPRESSED WISHES OF THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MONTHLY MEETING. BY UNANIMOUS CONSENT OF ALL OF THE MEMBERS OF THE COMMITTEE, ACTION MAY BE TAKEN BY THIS COMMITTEE BY A TELEPHONE POLL OF ITS MEMBERS; HOWEVER, ANY SUCH ACTION SHALL BE SUBJECT TO THE REVIEW OF THE ENTIRE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS AT SUCH MEETING TO BE PERMANENTLY EFFECTIVE AS AN ACT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION BY CONDUCTING A MEETING FOR REVIEWING AND APPROVING THE SALARY USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE IMMEDIATE AREA FOR SIMILAR POSITIONS. THIS PROCESS WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CFDC PROPERTIES LLC 500 MAIN ST E STE 322 MENOMONIE WI 54751 832743915 ACCEPT AND HOLD REAL ESTATE FOR FOUNDATION WI 0 0 COMMUNITY FOUNDATION OF DUNN COUNTY INC