2023-11-13T16:27:07-06:00 2022-12-31 390758449 WIPFLI LLP PO BOX 12237 GREEN BAY WI 543072237 990 2022-01-01 391772651 INCOURAGE COMMUNITY FOUNDATION INC INCO 7154233863 478 E GRAND AVENUE 200 WISCONSIN RAPIDS WI 54494 BETSY WOOD MANAGING DIRECTOR 7154233863 2023-11-13 1 BETSY WOOD XXX-XX-XXXX 1 TERRI REXRODE CPA MST P00096513 7158453111 2023-11-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BETSY WOOD 478 E GRAND AVENUE 200 WISCONSIN RAPIDS WI 54494 6857569 0 X WWW.INCOURAGECF.ORG X 1993 WI GUIDED BY VALUES OF EQUITY, OPPORTUNITY, SHARED STEWARDSHIP, AND SOCIAL JUSTICE, INCOURAGE PARTNERS WITH RESIDENTS, BUSINESSES, AND CIVIC LEADERS IN RURAL CENTRAL WISCONSIN TO CO-CREATE AN INCLUSIVE, ADAPTIVE, AND SUSTAINABLE COMMUNITY THAT WORKS WELL FOR ALL PEOPLE. INCOURAGE IS A VALUES-LED, USER-CENTERED, PLACE-BASED PHILANTHROPIC AND COMMUNITY DEVELOPMENT ORGANIZATION THAT PROMOTES COMMUNITY-LED PHILANTHROPY IN FURTHERANCE OF BUILDING COMMUNITY. 4 4 7 75 3208 1802 3696398 406454 900 300 2011436 964110 201 1101 5708935 1371965 919644 914409 0 0 239976 225652 0 0 23364 322470 271098 1482090 1411159 4226845 -39194 33841237 28763253 1900944 1641534 31940293 27121719 X FOUNDED AS A TRADITIONAL COMMUNITY FOUNDATION IN 1993, INCOURAGE HAS EVOLVED INTO AN INNOVATIVE NONPROFIT, DEDICATED TO, AND LED BY THE PEOPLE OF CENTRAL WISCONSIN. OVER ALMOST THREE DECADES, INCOURAGE HAS ADAPTED ITS WORK TO MEET THE COMPLEX NEEDS OF A REGION RECOVERING FROM SIGNIFICANT DISINVESTMENT. TODAY, INCOURAGE PLAYS MANY ROLES IN COMMUNITY DEVELOPMENT: STEWARD, ADVOCATE, CONVENER, MODERATOR, TRAINER, RESEARCHER, GRANT-MAKER, INVESTOR, AND FUNDRAISER. INCOURAGE OPERATES FROM A CENTRAL BELIEF THAT PEOPLE ARE ITS MOST IMPORTANT ASSET, AND THAT POSITIVE COMMUNITY CHANGE HAPPENS WHEN SYSTEMATIC BARRIERS TO PARTICIPATION AND ENGAGEMENT ARE ELIMINATED SO THAT EVERY PERSON AND THE COMMUNITY CAN REALIZE THE POWER OF THEIR FULL POTENTIAL. 0 0 997540 864409 0 STRATEGIC PHILANTHROPY: INCOURAGE PROMOTES COLLECTIVE AND STRATEGIC PHILANTHROPY PRINCIPALLY IN THE SOUTH WOOD COUNTY AREA IN CENTRAL WISCONSIN. THIS RURAL AREA INCLUDES TEN MUNICIPALITIES LOCATED IN PARTS OF WOOD AND ADAMS COUNTIES, WITH A COMBINED POPULATION OF ABOUT 45,000. IN 2022, 210 GRANTS WERE APPROVED (EXCLUDING AGENCY GRANTS SUBJECT TO FAS 136) BENEFITING 86 TAX-EXEMPT ORGANIZATIONS. ALSO IN 2022, 176 SCHOLARSHIPS WERE AWARDED FOR CONTINUED EDUCATION, TOTALING $183,750 AND BENEFITING 112 RECIPIENTS. SINCE 2017, MOST OF INCOURAGE'S SCHOLARSHIP AWARDS, RATHER THAN BEING ADMINISTERED AND PAID INTERNALLY BY INCOURAGE, ARE INSTEAD ADMINISTERED THROUGH INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS), A THIRD-PARTY SCHOLARSHIP ADMINISTRATOR. AS A RESULT, OF THE 2022 SCHOLARSHIPS, $180,250 IS REFLECTED AS A GRANT TO INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES ON SCHEDULE I.IN ADDITION TO MANY FUNDS DESIGNATED TOWARD SPECIFIED NONPROFIT ORGANIZATIONS, SOME EXAMPLES OF COMMUNITY PHILANTHROPIC ACTIVITIES THAT BENEFIT FROM INCOURAGE FUNDS DESIGNATED TOWARD THE ACTIVITY ARE: AN ADULT DRUG TREATMENT COURT, A VETERAN'S MEMORIAL, A COMMUNITY CHOIR, A CITY BAND, A GROTTO, FREE ZOO PROGRAMS, A HANDICAP ACCESSIBLE PLAYGROUND, AND VARIOUS COMMUNITY CAPITAL CAMPAIGNS (I.E. A SHORT TRACK RACING MEMORIAL). INCOURAGE "WHAT IF AND "BRIDGE" GRANTS PROVIDE SUPPORT FROM UNRESTRICTED FUNDS. SOME EXAMPLES OF COMMUNITY INITIATED PHILANTHROPIC IDEAS AND ACTIVITIES SUPPORTED IN 2022 ARE: ADDING SAFETY EQUIPMENT AT A LOCAL BOXING CLUB, UPGRADING LIGHTING AND SUPPORTING "A WINDOW BETWEEN WORLDS" ART WORKSHOP FACILITATOR TRAINING AT A DOMESTIC ABUSE SHELTER, PURCHASING MATERIALS FOR A QUILTING CLUB TO MAKE QUILTS OF VALOR FOR LOCAL VETERANS, COVERING PRINTING COSTS FOR THE 2022 HELP GUIDE FOR SWC, SUPPORTING NATIONAL YOUTH LEADERSHIP TRAINING SCHOLARSHIPS, ADDING SAFETY EQUIPMENT AT A LOCAL HABITAT FOR HUMANITY, HELPING EQUIP AN AREA EMERGENCY COMMUNICATIONS TRAILER, FUNDING A FREE KIDZ ZONE AT A FREE COMMUNITY MUSIC FESTIVAL, HELPING FUND "SCIENCE OF MAGIC" OUTREACH WORKSHOPS FOR AREA SCHOOLS, AND A MATCHING GRANT FOR A NEW LOCAL TRANSITIONAL HOUSING LOCATION. INCOURAGE'S GRANTMAKING STRATEGIES ARE ALIGNED WITH THE MISSION AND VALUES DRIVEN PROGRAMS ALSO NOTED IN PART III LINES 1, 4B AND 4C.THE CONNECTEDNESS AND INTEGRATION OF A VARIETY OF GRANTS, PROGRAMS AND INITIATIVES ALLOWS FOR A "COMMUNITY SPECIFIC" FRAMEWORK THROUGH WHICH COLLECTIVE RESOURCES CAN ACHIEVE GREATER IMPACT IN THE FORM OF SYSTEMS CHANGE AND COMMUNITY INVOLVEMENT. 128989 50000 0 ALIGNMENT OF COMMUNITY CAPITALS: RECOGNIZING THAT GRANTS ALONE CANNOT SUPPORT THE NEEDS OF AN INNOVATIVE, EMERGING ECONOMY, INCOURAGE HAS COMMITTED TO ALIGN AND LEVERAGE ALL OF ITS CAPITALS, INCLUDING MORAL, HUMAN, SOCIAL, INTELLECTUAL, REPUTATIONAL, NATURAL, AND FINANCIAL, TO ADVANCE ITS MISSION. INCOURAGE OPERATES WITH A STRATEGY THAT EMBRACES INTENTIONAL FURTHER DEVELOPMENT AND DEPLOYMENT OF VALUES-ALIGNED, PLACE-BASED INVESTMENTS OF ITS FINANCIAL ASSETS, SOMETIMES REFERRED TO AS MISSION, IMPACT, OR COMMUNITY INVESTING. CURRENT MISSION ALIGNED INVESTMENTS INCLUDE INSURED DEPOSITS IN LOCAL BANKS AND CREDIT UNIONS, AND FIXED INCOME INVESTMENTS IN REGIONAL HIGH-PERFORMING COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFI'S) THAT PROVIDE FINANCING TO REGIONAL BUSINESSES, HEALTH AND HUMAN SERVICES ORGANIZATIONS, AND AFFORDABLE HOUSING. STARTING IN 2017, INCOURAGE DEVELOPED AND LAUNCHED A PASSIVE EQUITY INDEX FUND CALLED THE WISCONSIN SHARED STEWARDSHIP EQUITIES FUND ("WSSEF"). IT INCLUDES A CUSTOMIZED PORTFOLIO OF PUBLICLY TRADED COMPANIES THAT TILTS TOWARD COMPANIES THAT ARE BASED IN, OR EMPLOY PEOPLE IN WISCONSIN. IN ADDITION, THE WSSEF ALLOWS FOR PROXY VOTING AND SHAREHOLDER DIALOGUE TO ENCOURAGE RESPONSIBLE PRACTICES AND BUSINESS GROWTH IN WISCONSIN. STARTING IN 2018, INCOURAGE, ALONG WITH FIVE OTHER FOUNDATIONS, FOUNDED THE WISCONSIN IMPACT INVESTING COLLABORATIVE, AN EFFORT TO HELP A WIDE VARIETY OF INVESTORS LEARN ABOUT AND JOIN WITH OTHERS IN INVESTING IN INCLUSIVE, VIBRANT, AND ENVIRONMENTALLY SUSTAINABLE COMMUNITIES THROUGHOUT WISCONSIN'S URBAN, RURAL AND TRIBAL AREAS. LEARN MORE ABOUT THE COLLABORATIVE AT WWW.WI3C.ORG.TRIBUNE BUILDING PROJECT - AN ECONOMIC AND COMMUNITY HUB FOR SOUTHERN WOOD COUNTY AND CENTRAL WISCONSIN: INCOURAGE'S COMMITMENT TO PLACE-BASED INVESTING AND TO USER-CENTERED DECISION MAKING FOR SOUTHERN WOOD COUNTY'S FUTURE IS SYMBOLIZED BY THE CONTINUING RE-DEVELOPMENT OF THE FORMER DAILY TRIBUNE NEWSPAPER AND WFHR RADIO BUILDING, WHICH INCOURAGE PURCHASED THROUGH ITS SUPPORTING ORGANIZATION, COMMUNITY PROPERTY, INC., IN DECEMBER OF 2012. FROM THE BEGINNING, THE TRIBUNE BUILDING (THE "TRIBUNE"), A HISTORIC LOCAL MID-CENTURY PROPERTY LOCATED ON THE BANKS OF THE WISCONSIN RIVER IN DOWNTOWN WISCONSIN RAPIDS, WISCONSIN, HAS BEEN ABOUT MUCH MORE THAN REDEVELOPING A BUILDING. IT IS A DEMONSTRATION OF A USER-CENTERED PROCESS TOWARD REALIZING INCOURAGE'S VISION OF PARTNERING WITH RESIDENTS, BUSINESSES, AND CIVIC LEADERS IN RURAL CENTRAL WISCONSIN TO CO-CREATE AN INCLUSIVE, ADAPTIVE, AND SUSTAINABLE COMMUNITY THAT WORKS WELL FOR ALL PEOPLE. THE REDEVELOPED FACILITY WILL BE AN ECONOMIC AND COMMUNITY HUB TO SERVE AS A LABORATORY FOR INNOVATION FOR SOUTHERN WOOD COUNTY AND CENTRAL WISCONSIN WITH A PARTICULAR FOCUS ON THE NEEDS OF RURAL COMMUNITIES. IT WILL SERVE AS: A HUB FOR ENTREPRENEURIAL AND SMALL BUSINESS ACTIVITY, A FOCAL POINT OF REGIONAL COLLABORATION AND INNOVATION AMONG MAJOR INSTITUTIONAL DRIVERS OF ECONOMIC CHANGE, AND A DYNAMIC COMMUNITY PLACE FOR WORK, PLAY, AND COMMERCE. INCOURAGE HAS ENGAGED OVER 2,000 RESIDENTS IN THE PLANNING AND DECISION-MAKING PROCESS SO FAR. THE TRIBUNE HAS BEEN DESIGNED TO REFLECT RESIDENT PRIORITIES AND CAPITALIZE ON COMMUNITY AND REGIONAL ASSETS. AS A RECAP OF THE JOURNEY SO FAR, PHASE ONE IN 2013 AND 2014 CONSISTED OF FOUR PUBLIC MEETINGS WHERE EVERYONE IN THE COMMUNITY WAS INVITED TO SHARE THEIR IDEAS FOR THE FUTURE USE OF THE SPACE, INCLUDING ENCOURAGING RESIDENTS TO SHIFT THEIR THINKING FROM "ME" TO "WE". PHASE TWO IN 2014, CONSISTED OF SEVEN PUBLIC MEETINGS WHEREBY THE COMMUNITY WAS INVITED TO PARTICIPATE IN ACTIVITIES RELATED TO THE DESIGN AND SUSTAINABILITY OF THE FACILITY. PHASE THREE IN 2015 AND 2016, CONSISTED OF TEN PUBLIC MEETINGS IN WHICH PARTICIPANTS FOCUSED ON DEEPENING RELATIONSHIPS, FURTHER DEFINING PROGRAMMING WITHIN THE FACILITY, AND DEVELOPING RESIDENT-LED FUNDRAISING OPPORTUNITIES TO HELP REALIZE THE BUILDING. IN 2017 AND 2018 COMMUNITY MEMBERS EXPLORED HOW SIMILAR PROJECTS IN OTHER REGIONS DEVELOPED, AND FUNDRAISING EFFORTS AT THE STATE AND NATIONAL LEVEL EXPANDED. IN 2019, THE STATE OF WISCONSIN DEPARTMENT OF ADMINISTRATION ANNOUNCED A $3 MILLION MATCHING GRANT OPPORTUNITY FOR THE TRIBUNE'S FUTURE RECONSTRUCTION, AND INCOURAGE AND THE UNIVERSITY OF WISCONSIN-STEVENS POINT ANNOUNCED A COLLABORATION TO PROVIDE EXPERTISE FOR SUSTAINABLE ECONOMIC CHANGE IN CENTRAL WISCONSIN. DURING 2020 THROUGH 2022 COLLABORATIONS WITH KEY STAKEHOLDERS IN REGIONAL ECONOMIC TRANSFORMATION AND GROWTH CONTINUED DESPITE THE CHALLENGES PRESENTED BY COVID INTERRUPTIONS TO BUSINESS AS USUAL. A FEASIBILITY STUDY INITIATED IN LATE 2022 INDICATES PROMISING OPPORTUNITIES TO BE PURSUED IN 2023 AND BEYOND TOWARD REALIZING THE FULL POTENTIAL OF THIS IMPORTANT COMMUNITY ASSET. TO DATE, OVER 2,000 RESIDENTS HAVE PARTICIPATED IN THIS MULTI-YEAR PLANNING PROCESS, INCLUDING WORKING TOGETHER TO PRIORITIZE END-USE IDEAS THAT WILL CELEBRATE LOCAL ASSETS, CONNECT RESIDENTS, AND ACT AS A CATALYST FOR FUTURE DOWNTOWN DEVELOPMENT. AT ITS CORE, THE TRIBUNE WILL BE A TRUE COMMUNITY SOCIAL ENTERPRISE FOCUSED ON CULTIVATING ENTREPRENEURS AND GROWING A SUSTAINABLE LOCAL ECONOMY. (SEE INCOURAGECF.ORG/LEAD/TRIBUNE-BUILDING, FOR MORE)."BELOVED ECONOMIES - TRANSFORMING HOW WE WORK": IN THE FALL OF 2018, BUILDING UPON THE RESIDENT-LED DESIGN PROCESS FOR THE TRIBUNE, INCOURAGE CONVENED THE SUSTAINABLE COMMUNITIES WORKING GROUP, A DIVERSE CIRCLE OF 22 RESIDENTS FROM OUR REGION. IN 2018 AND 2019 THIS GROUP ENGAGED RESIDENTS FROM ACROSS OUR COMMUNITY TO CO-CREATE A "BLUEPRINT" FOR THE SUSTAINABLE COMMUNITY THAT OUR REGION CAN BECOME. INCOURAGE COLLABORATED WITH JOANNA CEA AND JESS RIMINGTON TO HELP DESIGN A PROCESS OF CUTTING-EDGE CO-CREATION. THEIR WORK AND RESEARCH AS VISITING SCHOLARS AT STANFORD UNIVERSITY'S GLOBAL PROJECTS CENTER IS REPRESENTED IN THE STANFORD SOCIAL INNOVATION REVIEW ARTICLE, "CREATING BREAKOUT INNOVATION", WHICH FOCUSED ON COLLABORATIVE PROCESSES FOR COMMUNITY TRANSFORMATION. INCOURAGE FACILITATED A PROCESS THAT PLACED RESIDENTS IN THE DRIVER'S SEAT TO IDENTIFY A SET OF PRACTICES TO REALIZE OUR COMMUNITY'S VISION OF A SUSTAINABLE FUTURE. AT JOANNA AND JESS'S REQUEST, IN 2020 AND 2021 INCOURAGE JOINED A CO-LEARNING TEAM THEY ASSEMBLED TO CONTINUE RESEARCHING AND WRITING "BELOVED ECONOMIES - TRANSFORMING HOW WE WORK", WHICH OFFERS A COMPELLING VISION OF A WORLD IN WHICH THE RELATIONSHIP BETWEEN WORK, THE ENVIRONMENT AND HUMAN FLOURISHING IS ONE OF HARMONY RATHER THAN FRICTION AND INEQUITY. THIS PAPERBACK BOOK, RELEASED IN AUGUST OF 2022, HAS BEEN CO-CREATIVELY SHAPED BY MORE THAN 100 PEOPLE, INCLUDING SEVERAL INCOURAGE STAFF AND VOLUNTEERS, EACH WITH A COMMITMENT TO, AND STRONG PRACTICE OF, CHANGING HOW WE WORK TO EMBRACE POWER-SHARING WAYS THAT DEPART FROM BUSINESS AS USUAL. THE BOOK OFFERS SEVEN SPECIFIC PRACTICES AS A SPRINGBOARD FOR CHANGING HOW WE WORK AND SEVERAL EXAMPLES OF INCOURAGE'S WORK ARE INCLUDED IN SUPPORT OF SHOWING THAT IT'S NOT ONLY WHAT WE DO, BUT HOW WE DO IT THAT CAN BE POWERFUL LEVERS TO MOVE US INTO ECONOMIES THAT ALL OF US CAN LOVE. REALIZING THE POWER OF OUR POTENTIAL IS AT THE HEART OF WHAT INSPIRES INCOURAGE TO KEEP PUSHING THE ENVELOPE OF WHAT IS POSSIBLE IN OUR REGION, AND TO CONTINUE TO EXPLORE WHAT OUR ROLE SHOULD BE AS A COMMUNITY FOUNDATION OPERATING BY AND FOR THE PEOPLE. 71914 0 300 COMMUNITY ENGAGEMENT AND LEADERSHIP: INCOURAGE IS KNOWN NATIONALLY FOR ENCOURAGING, ORGANIZING, DEVELOPING, AND LEADING PROGRAMS AND COMMUNITY INITIATIVES THAT LEVERAGE RESOURCES, BUILD SELF-CONFIDENCE AND A SENSE OF AGENCY AMONG RESIDENTS, AND AIM TO REBUILD AND DIVERSIFY OUR LOCAL ECONOMY. INCOURAGE SUPPORTS BUILDING SOCIAL CAPITAL AND POSITIVE COMMUNITY CHANGE BY PROMOTING RESIDENT ENGAGEMENT, ADAPTIVE LEADERSHIP SKILLS, RELATIONSHIP BUILDING, COLLABORATION, CONVENING, ADVOCACY, PROACTIVE AND UNBIASED RESEARCH, CAPACITY BUILDING, A SHARED LEARNING ENVIRONMENT, AND THE EFFECTIVE EXCHANGE OF RELEVANT INFORMATION IN THE PROCESS. IT HAS A HISTORY OF JOINING WITH LOCAL, REGIONAL, STATE AND NATIONAL FUNDERS AND PARTNERS, IN BOTH THE PUBLIC AND PRIVATE SECTORS, WHO ARE COMMITTED TO PRUDENT AND TRANSPARENT EFFORTS TO TAKE EXISTING AND EMERGING MODELS FURTHER (SEE INCOURAGECF.ORG/LEAD/NATIONAL-PARTNERS, FOR MORE).AS AN EXAMPLE, TO PROMOTE COMMUNITY PROSPERITY BUILT ON VALUING WORKERS, SUPPORTING LOCAL EMPLOYERS, AND INVESTING IN ECONOMIC GROWTH, BETWEEN 2008 AND 2016 INCOURAGE, AS ONE OF THE FIRST RURAL ORGANIZATIONS NATIONWIDE CHOSEN BY THE NATIONAL FUND FOR WORKFORCE SOLUTIONS (NFWS), LED A PROJECT SITE THROUGH ITS IMPLEMENTATION PARTNER JOBS FOR THE FUTURE, INC. THE LOCAL NFWS INITIATIVE, WORKFORCE CENTRAL, PURSUED A DUAL-CUSTOMER, SECTOR-BASED APPROACH FOR ADVANCING WORKERS INTO JOBS WITH FAMILY SUSTAINING WAGES. ENHANCING THE INTEGRATION OF SOCIAL SERVICES AND MOBILIZATION OF COMMUNITY ORGANIZATIONS WAS A CORE ELEMENT OF THIS PHILANTHROPIC-LED STRATEGY. COMMUNITY COLLABORATION EFFORTS HAPPENED BETWEEN GROUPS THAT MAY NOT HAVE TRADITIONALLY WORKED CLOSELY TOGETHER TO SOLVE WORKFORCE ISSUES. SINCE 2016, INCOURAGE WORKED WITH COMMUNITY PARTNERS AND TRANSITIONED THESE PROGRAMS TO PERMANENT HOMES, INCLUDING MID STATE TECHNICAL COLLEGE AND VARIOUS LOCAL MANUFACTURERS. (SEE INCOURAGECF.ORG/LEAD/WORKFORCE-CENTRAL-2, FOR MORE).AS ANOTHER EXAMPLE, STARTING IN 2008, INCOURAGE BEGAN PARTICIPATING IN THE JOHN S. AND JAMES L. KNIGHT FOUNDATION'S COMMUNITY INFORMATION CHALLENGE, FOCUSING ON USER-CENTERED PROCESSES TO CREATE A MORE INFORMED, ENGAGED, AND CONNECTED COMMUNITY. IN 2012 AND AGAIN IN 2017/2018, INCOURAGE SURVEYED APPROXIMATELY 4,000 RESIDENTS TO BETTER UNDERSTAND THEIR CURRENT HOPES AND CONCERNS AND HOW THEIR GOALS AND PERSPECTIVES HAD CHANGED. THE CONVERSATIONS WERE ALSO INFORMED BY RESEARCH INTO LOCAL DATA TO PRODUCE VITAL SIGNS TYPE REPORTS AND THEN TO HOST CRITICAL COMMUNITY CONVERSATIONS FOR INFORMING STRATEGY AND ACTION WITH TIMELY, ACCURATE AND RELEVANT DATA (SEE INCOURAGECF.ORG/LEARN/VITAL-SIGNS, FOR MORE). THE MAIN PRIORITIES IDENTIFIED BY THE COMMUNITY IN 2017/2018 WERE SIMILAR TO 2012 AND INCLUDED: GOOD QUALITY JOBS ARE ACCESSIBLE TO ALL, QUALITY EDUCATION FOR CHILDREN AND ADULTS, ATTRACTING AND RETAINING YOUNG ADULTS AND FAMILIES, SUPPORT FOR LOCAL ENTREPRENEURS AND BUSINESS OWNERS, AND HAVING A HIGHLY TRAINED AND COMPETITIVE WORKFORCE. IN 2018 THE SURVEY RESULTS WERE DISCUSSED WITH MORE THAN 30 COMMUNITY PARTNERS AND WITH THE BROADER COMMUNITY AT A PUBLIC FORUM, AND THE RESULTS ARE ALSO LOCATED ON INCOURAGE'S WEBSITE. THESE PRIORITIES CONTINUE TO INFORM INCOURAGE'S STRATEGY AND INCOURAGE IS COMMITTED TO HELPING THE COMMUNITY COORDINATE EFFORTS FOCUSED ON COMMUNITY PRIORITIES AND A SHARED VISION FOR THE FUTURE. (SEE INCOURAGECF.ORG/LEAD/COMMUNITY-INFORMATION, AND /COMMUNITY-SURVEY-2017 FOR MORE).SOME ADDITIONAL PROGRAMS LED OR INSPIRED BY INCOURAGE INCLUDE ADAPTIVE LEADERSHIP PROGRAMS, TEEN LEADERSHIP PROGRAMS, EDUCATIONAL WORKSHOPS AND TRAINING OPPORTUNITIES (ORGANIZATIONAL, LEADERSHIP AND PROGRAM DEVELOPMENT; COLLABORATION AND COMMUNITY ENGAGEMENT; EVALUATION EFFECTIVENESS, ETC.), PUBLIC SPEAKERS, PROMOTING CIVILITY, PROMOTING CIVIC ENGAGEMENT, ETC.A CIVILITY PROJECT OF INCOURAGE, SPEAK YOUR PEACE, EXPERIENCED A RESURGENCE IN REQUESTS FOR PRESENTATIONS STARTING IN 2021. INCOURAGE ORIGINALLY ADOPTED THE NINE TOOLS OF CIVILITY AT THE CENTER OF THE INITIATIVE IN 2008, FROM A PROGRAM AT THE DULUTH-SUPERIOR AREA COMMUNITY FOUNDATION. THIS RESIDENT-LED CAMPAIGN SEEKS TO IMPROVE COMMUNICATION BY REMINDING OURSELVES OF THE BASIC PRINCIPLES OF RESPECT. IT IS NOT A CAMPAIGN TO END DISAGREEMENTS. PRACTICING CIVILITY IS HOW YOU GET GOOD, AND HOW A COMMUNITY GETS GREAT. THE NINE TOOLS INCLUDE: 1-PAY ATTENTION, 2-LISTEN, 3-BE INCLUSIVE, 4-DON'T GOSSIP, 5-SHOW RESPECT, 6-SEEK COMMON GROUND, 7-REPAIR DAMAGED RELATIONSHIPS, 8-USE CONSTRUCTIVE LANGUAGE, AND 9-TAKE RESPONSIBILITY. INCOURAGE IS WORKING ON WAYS TO HAVE MORE PRESENTATION OPPORTUNITIES AVAILABLE FOR PRACTICING HAVING DIFFICULT CONVERSATIONS WITH CIVILITY, KINDNESS, AND RESPECT (SEE INCOURAGECF.ORG/LEAD/ADAPTIVE-LEADERSHIP & SPEAK-YOUR-PEACE OR SPEAKYOURPEACESWC.ORG FOR MORE).INCOURAGE IS COMMITTED TO LEARN, REFLECT, AND ACT ON WHAT IT MEANS TO BE AN AUTHENTICALLY USER-CENTERED, VALUES-LED, PLACE-BASED PHILANTHROPIC ORGANIZATION THAT RECOGNIZES THAT TANGIBLE CHANGES WITHIN THE COMMUNITY CULTURE AND ITS SUPPORTING SYSTEMS TAKE PERSISTENCE, PATIENCE, AND TIME; BECAUSE IT BELIEVES THAT WHEN IT KNOWS BETTER, IT CAN DO BETTER. 1198443 1 1 0 1 0 1 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 11 0 7 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X DAWN NEUMAN 7154233863 478 E GRAND AVE SUITE 200 WISCONSIN RAPIDS WI 54494 KRISTOPHER GASCH DIRECTOR/CHAIR 2.00 2.00 X X 0 0 0 DALE BIKOWSKI DIRECTOR/TREASURER 1.00 1.00 X X 0 0 0 DONNA ANDERSON DIRECTOR/SECRETARY 1.00 0.00 X X 0 0 0 KRISTIE RAUTER-EGGE DIRECTOR 1.00 1.00 X 0 0 0 BETSY WOOD MANAGING DIRECTOR 32.00 0.00 X 69850 0 13482 DAWN NEUMAN CHIEF FINANCIAL OFFICER 30.00 2.00 X 49367 0 22540 119217 0 36022 0 0 0 0 0 406454 61488 406454 PROGRAM AND FACILITATION SERVICES 900099 300 300 300 556959 3170 553789 5892755 5485604 407151 407151 38 407113 1101 1101 1101 1371965 300 3208 962003 910909 910909 3500 3500 149894 108350 29979 11565 57368 50040 4541 2787 1863 1696 98 69 1870 1493 230 147 14657 11292 2367 998 6261 4193 1959 109 13000 13000 117902 117902 17963 17137 583 243 348 268 57 23 9096 5298 1660 2138 48124 36960 7917 3247 10162 8919 877 366 100 60 40 21819 16762 3567 1490 4669 991 3590 88 FUND PROGRAM ACTIVITIES 18143 18143 DUES,SUBSCRIPTIONS,BOOK 3427 2348 1025 54 COMMUNICATIONS/SPONSORS 84 84 1411159 1198443 189352 23364 40071 145836 2654794 2029713 27704 11368 6417 289 22506 16053 450681 418748 45252 31933 27633938 23133049 208250 170046 2973939 3010404 5014 5014 223352 209548 33841237 28763253 12685 13801 72600 82923 191922 191922 1623737 1352888 1900944 1641534 X 31620927 26855407 319366 266312 31940293 27121719 33841237 28763253 X -39194 -4835570 56190 X X 0 1 X 1 0 X 440297 754943 324649 512504 383548 2415941 440297 754943 324649 512504 383548 2415941 413272 2002669 630710 472898 376969 549709 556959 2587245 5003186 3964 0.40030 0.42500 X SCH A, PART II, LINE 1 INCOURAGE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER ORGANIZATIONS. THESE ARE CHARACTERIZED AS CONTRIBUTIONS ON SCHEDULE A, BUT NOT ON FORM 990, PART VIII, LINE 1 AS REVENUE OR NET ASSETS ON FORM 990 PART X. UNUSUAL GRANT RECEIVED IN 2021 AND EXCLUDED FROM LINE 1IN 2021 IS $3,222,009. THE RELATED REMAINING AMOUNT RECEIVED IN 2022 AND EXCLUDED FROM LINE 1 IN 2022 IS $35,406. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1411159 1411159 216116 54029 0 0 298343 215226 223173 216116 952858 1429287 61500 15400 15625 92525 74586 53807 55793 54029 238215 357323 33 27 169085 141172 135343 170000 1199516 1347557 1 1 450681 418748 31933 31933 LOANS TO COMMUNITY PROPERTY, INC. FOR TRIBUNE PROPERTY RECONSTRUCTION 2403570 C AFFORDABLE HOUSING & SMALL BUSINESS LOAN FUND 253664 C SMALL BUSINESS & MICROENTERPRISE REVOLVING LOAN FUNDS 353170 C 3010404 FUNDS HELD FOR OTHER AGENCIES 1332348 CHARITABLE GIFT ANNUITIES 20540 1352888 X -3553365 -4835570 -47470 -4883040 1329675 42290 42290 1371965 1296050 114734 114734 1181316 117902 111941 229843 1411159 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT-RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RELATED TO SUPPORTING ORGANIZATION 70,432. INVESTMENT MANAGEMENT FEES NETTED AGAINST REALIZED AND UNREALIZED GAIN(LOSS) -117,902. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME FROM SUPPORTING ORGANIZATION 41,340. UBIT REFUND 950. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED TO SUPPORTING ORGANIZATION 114,734. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENT PAID TO SUPPORTING ORGANIZATION 4,800. GRANTS PAID TO SUPPORTING ORGANIZATION 50,000. PREVIOUS YEARS GRANT EXPENSE CANCELLATIONS AND/OR REFUNDS 56,190. UBIT REFUND NETTED ON FINANCIALS 951. PART XI AND XII, LINE 1 THE FINANCIAL STATEMENTS ARE CONSOLIDATED AND ALL AFFILIATE REVENUE AND EXPENSES MUST BE ELIMINATED IN ORDER TO RECONCILE TO THE TAX RETURN. 1 AGING AND DISABILITY RESOURCE CENTER OF CENTRAL WISCONSIN 220 3RD AVENUE SOUTH SUITE 1 WISCONSIN RAPIDS WI 54495 396005763 501(C)(3) 24474 0 GENERAL & PROGRAM RELATED SUPPORT ALEX C DOVE FOUNDATION INC 928 SUSSEX COURT NEKOOSA WI 54457 832464031 501(C)(3) 7396 0 GENERAL & PROGRAM RELATED SUPPORT ASPIRUS RIVERVIEW FOUNDATION INC PO BOX 8080 WISCONSIN RAPIDS WI 544958080 391509239 501(C)(3) 7020 0 GENERAL & PROGRAM RELATED SUPPORT ASSUMPTION CATHOLIC SCHOOLS 445 CHESTNUT STREET WISCONSIN RAPIDS WI 54494 391951797 501(C)(3) 5630 0 GENERAL & PROGRAM RELATED SUPPORT ASSUMPTION FOUNDATION INC PO BOX 1041 WISCONSIN RAPIDS WI 544951041 396124767 501(C)(3) 12600 0 GENERAL & PROGRAM RELATED SUPPORT ASSUMPTION HIGH SCHOOL 445 CHESTNUT ST WISCONSIN RAPIDS WI 54494 501(C)(3) 67248 0 GENERAL & PROGRAM RELATED SUPPORT BADGERLAND YOUTH FOR CHRIST INC 303 E 9TH ST FOND DU LAC WI 54935 237391603 501(C)(3) 7500 0 GENERAL & PROGRAM RELATED SUPPORT BOY SCOUTS OF AMERICA SAMOSET COUNCIL 3511 CAMP PHILLIPS ROAD WESTON WI 54476 390813397 501(C)(3) 14478 0 GENERAL & PROGRAM RELATED SUPPORT BOYS & GIRLS CLUB OF THE WISCONSIN RAPIDS AREA INC PO BOX 1175 501 W GRAND AVE WISCONSIN RAPIDS WI 544951175 391745942 501(C)(3) 98801 0 GENERAL & PROGRAM RELATED SUPPORT CAMP LUTHER INC (LUTHERAN CHURCH MISSOURI SYNOD GROUP 1709) 1889 KOUBENEC ROAD THREE LAKES WI 54562 461484669 501(C)(3) 10000 0 GENERAL & PROGRAM RELATED SUPPORT CENTRAL WISCONSIN CULTURAL CENTER INC 2651 8TH STREET SOUTH WISCONSIN RAPIDS WI 54494 391869751 501(C)(3) 15378 0 GENERAL & PROGRAM RELATED SUPPORT COMMUNITY PROPERTY INC 478 E GRAND AVE SUITE 200 WISCONSIN RAPIDS WI 54494 260425048 501(C)(3) 50000 0 GENERAL & PROGRAM RELATED SUPPORT FEEDING OUR COMMUNITIES WITH UNITED SERVICES INC (FOCUS) 2321 WEST GRAND AVE WISCONSIN RAPIDS WI 54495 475327773 501(C)(3) 11519 0 GENERAL & PROGRAM RELATED SUPPORT GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES INC 3511 CAMP PHILLIPS ROAD SCHOFILED WI 54476 391016314 501(C)(3) 5275 0 GENERAL & PROGRAM RELATED SUPPORT INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES 1321 MURFREESBORO PIKE SUITE 800 NASHVILLE TN 372172698 621247492 180250 0 THIRD PARTY SCHOLARSHIP ADMINISTRATOR FOR SUPPORTING SELECTION, AWARDING AND FINAL PAYMENT OF 173 SCHOLARSHIP AWARDS TO 109 RECIPIENTS OPPORTUNITY DEVELOPMENT CENTERS INC 1191 HUNTINGTON AVE WISCONSIN RAPIDS WI 54494 391044318 501(C)(3) 64896 0 GENERAL & PROGRAM RELATED SUPPORT PARK PLACE ADULT DAY SERVICES 220 3RD AVE S SUITE 2 WISCONSIN RAPIDS WI 54495 391533745 501(C)(3) 19849 0 GENERAL & PROGRAM RELATED SUPPORT ST LUKE'S LUTHERAN CHURCH 2011 TENTH ST S WISCONSIN RAPIDS WI 54494 396030914 501(C)(3) 8000 0 GENERAL & PROGRAM RELATED SUPPORT UNITED WAY OF SOUTH WOOD & ADAMS COUNTIES INC 351 OAK STREET WISCONSIN RAPIDS WI 54494 391212595 501(C)(3) 6893 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN HISTORICAL FOUNDATION INC 816 STATE ST PO BOX 260050 MADISON WI 537260050 390921093 501(C)(3) 117885 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN RAPIDS AREA SENIOR CENTER ASSOCIATION INC 220 3RD AVE S SUITE 126 WISCONSIN RAPIDS WI 54495 391408099 501(C)(3) 34011 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN RAPIDS FAMILY CENTER INC 500 25TH ST N WISCONSIN RAPIDS WI 54494 391451595 501(C)(3) 24059 0 GENERAL & PROGRAM RELATED SUPPORT WISCONSIN RAPIDS PUBLIC SCHOOLS 510 PEACH STREET WISCONSIN RAPIDS WI 54494 396005282 501(C)(3) 60803 0 GENERAL & PROGRAM RELATED SUPPORT 22 1 EDUCATIONAL SCHOLARSHIPS FOR PERSONS GENERALLY RESIDING IN SOUTH WOOD COUNTY, WI AREA 3 3500 PART I, LINE 2: FOR SCHOLARSHIPS, QUALIFYING RECIPIENTS ARE EVALUATED BASED ON ESTABLISHED SCHOLARSHIP CRITERIA AND OTHER RELEVANT FACTORS AND AWARDS ARE RECOMMENDED BY A THIRD PARTY SCHOLARSHIP ADMINISTRATOR, CRITERIA AND ELIGIBILITY ARE CONFIRMED BY INCOURAGE STAFF, ARE APPROVED BY THE BOARD OF DIRECTORS AND ARE PAYABLE DIRECTLY TO A THIRD PARTY ADMINISTRATOR WHO THEN PAYS THE SCHOLARSHIP DIRECTLY TO THE EDUCATIONAL INSTITUTION. FOR DONOR ADVISED GRANTS, A BOARD APPROVED SET OF INTERNAL GUIDELINES FOR DONOR ADVISED GRANTS IS ADHERED TO INCLUDING, BUT NOT LIMITED TO, RECEIVING RECOMMENDATIONS FROM THE DONOR, CONFIRMING TAX EXEMPT STATUS, REVIEWING FORM 990'S WHEN AVAILABLE, SEEKING BOARD APPROVAL PRIOR TO AWARDING GRANTS OVER $25,000, AND RECEIVING ACKNOWLEDGEMENTS FROM THE GRANTEE WITH RESPECT TO THE USE OF THE GRANT. FOR CERTAIN DESIGNATED AND UNRESTRICTED FUNDS, A SIMILAR PROCESS IS PERFORMED BY A COMMITTEE OF STAFF MEMBERS. FOR UNRESTRICTED GRANTS CALLED WHAT IF GRANTS, A RESIDENT REVIEW COMMITTEE, COMPRISED OF 3 RESIDENTS IN 2022, HOLDS MEETINGS AND ROTATES PARTICIPATION FOR GRANT REVIEWS ON AN AS NEEDED BASIS. FOR EACH OF SEVEN COMMUNITIES THAT HAVE A WHAT IF/PROGRESS FUND DESIGNATED TOWARD THEIR COMMUNITY, THERE IS A RESIDENT REVIEW COMMITTEE, WHICH COLLECTIVELY INVOLVED 28 RESIDENTS IN 2022. INCOURAGE STAFF PROVIDE ADMINISTRATIVE SUPPORT TO FOSTER THE DECISION MAKING, REVIEW AND APPROVAL PROCESS BY PERFORMING NECESSARY DUE DILIGENCE, INCLUDING REVIEWING FORM 990'S, SUPPORTING AND GUIDING SITE VISITS, DETERMINING THE DEPTH AND FREQUENCY OF REPORTING FROM A GRANT RECIPIENT WITH RESPECT TO THE GRANT, IN ACCORDANCE WITH BOARD APPROVED CRITERIA AND GUIDELINES. X 14 61488 FMV 0 1 1 PART I, COLUMN (B): REFLECTS THE NUMBER OF CONTRIBUTIONS OF DIFFERING TYPES OF SECURITIES, NOT THE NUMBER OF SHARES. PART I, LINE 32B: IN CERTAIN INSTANCES, SUCH AS CONTRIBUTIONS OF REAL ESTATE, INCOURAGE COMMUNITY FOUNDATION, INC. UTILIZES ITS SUPPORTING ORGANIZATION, COMMUNITY PROPERTY, INC., AS A VEHICLE TO ACCEPT, MANAGE AND/OR LIQUIDATE SUCH ASSETS IN AN ORDERLY FASHION. ALSO CONTRIBUTIONS OF STOCK WOULD BE SOLD BY US BANK. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF FORM 990 BY A THIRD PARTY ACCOUNTING FIRM (ACCOMPLISHED WITH SIGNIFICANT INPUT FROM A VARIETY OF STAFF MEMBERS) THE CHIEF FINANCIAL OFFICER SHARES THE FINAL FORM 990 DRAFT WITH EACH BOARD MEMBER AND CERTAIN STAFF MEMBERS PRIOR TO FILING, SEEKING THEIR REVIEW AND COMMENTS ON THE DRAFT. ANY COMMENTS RECEIVED ARE REVIEWED FOR WHETHER AN ADJUSTMENT NEEDS TO BE MADE TO THE FILING. AFTER ALL COMMENTS ARE CLEARED, THE FINAL FORM 990 IS POSTED FOR ALL BOARD MEMBERS AND CERTAIN STAFF MEMBERS, NOTING ANY SIGNIFICANT ADJUSTMENTS MADE AS A RESULT OF THEIR REVIEW, AND THE FINAL FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST DISCLOSURE FORMS ARE COMPLETED BY THE BOARD OF DIRECTORS, STAFF, AND MOST COMMITTEES. WHEN POTENTIAL CONFLICTS OF INTEREST ARISE, THE CONFLICTED PERSON IS ALLOWED AN INITIAL OPPORTUNITY FOR INPUT TO THE DISCUSSION WITH FINAL DISCUSSIONS AND VOTING, IF ANY, DONE WITHOUT THEIR INPUT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS CEO/MANAGING DIRECTOR PAY ANNUALLY TAKING COMPARATIVE PAY DATA INTO CONSIDERATION, INCLUDING REGIONAL AND NATIONAL FOUNDATIONS AS WELL AS COMMUNITY DEVELOPMENT ORGANIZATIONS AND DATA ON PEERS WITH WHOM OUR CEO/MANAGING DIRECTOR IS MOST COMPARABLE. THE CEO/MANAGING DIRECTOR RECOMMENDS STAFF PAY AND THE BOARD OF DIRECTORS REVIEWS STAFF POSITIONS AND OVERALL PAY THROUGH THE FORECASTING PROCESS, TAKING COMPARATIVE PAY DATA INTO CONSIDERATION WHERE AVAILABLE AND APPROPRIATE. FORM 990, PART VI, SECTION C, LINE 18 THE MOST CURRENT FORMS 990 AND 990-T ARE POSTED ON INCOURAGE'S WEBSITE AT INCOURAGECF.ORG/ABOUTUS/FINANCIALS. FORM 1023 AND THE TWO PRIOR YEAR FORMS 990 AND 990-T ARE AVAILABLE UPON WRITTEN REQUEST AT INCOURAGE COMMUNITY FOUNDATION, INC., ATTENTION FINANCE, 478 EAST GRAND AVENUE, SUITE 200, WISCONSIN RAPIDS, WI 54494, OR BY EMAIL REQUEST TO HELLO@INCOURAGECF.ORG TO THE ATTENTION OF FINANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT INCOURAGE COMMUNITY FOUNDATION, INC. ATTENTION: FINANCE, 478 EAST GRAND AVENUE, SUITE 200, WISCONSIN RAPIDS, WI 54494, OR BY EMAIL REQUEST TO HELLO@INCOURAGECF.ORG TO THE ATTENTION OF FINANCE. THE MOST RECENT AUDITED CONSOLIDATED FINANCIAL STATEMENT IS AVAILABLE ON INCOURAGE'S WEBSITE AT INCOURAGECF.ORG/ABOUT-US/FINANCIALS. FORM 990, PART XI, LINE 9: PREVIOUS YEARS GRANT CANCELLATIONS AND/OR REFUNDS 56,190. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE FULL INCOURAGE BOARD FULFILLS THESE RESPONSIBILITIES. FORM 990, PART I, LINE 5 INCOURAGE HAD 7 EMPLOYEES AT 12-31-2022, ALL OF WHOM WERE PART-TIME. BEGINNING 1-1-2020, ALL INCOURAGE EMPLOYEES ARE CO-EMPLOYED BY INCOURAGE AND TANDEM HR (FORMERLY KNOWN AS QTI HUMAN RESOURCES, INC.), A PROFESSIONAL EMPLOYER ORGANIZATION (PEO). COMMUNITY PROPERTY INC 478 EAST GRAND AVENUE SUITE 200 WISCONSIN RAPIDS WI 544944852 260425048 SUPPORTING ORGANIZATION WI 501(C)(3) LINE 12B, II INCOURAGE COMMUNITY FOUNDATION INC 1 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 COMMUNITY PROPERTY INC A 41340 CURRENT YEAR ACCRUED INTEREST COMMUNITY PROPERTY INC D 2107000 FACE VALUE OF PROMISSORY NOTES COMMUNITY PROPERTY INC D 223500 STATED AMOUNT OF LOAN GUARANTEE COMMUNITY PROPERTY INC D 296570 TOTAL ACCRUED INTEREST PROM NOTES COMMUNITY PROPERTY INC B 50000 GRANT AMOUNT PAID