2023-11-13T14:34:21-06:00 2022-12-31 135565207 KPMG LLP 90 S 7TH ST STE 4200 MINNEAPOLIS MN 55402 990 2022-01-01 753266194 OCONOMOWOC AREA FOUNDATION INC OCON 4142725805 101 W PLEASANT 210 MILWAUKEE WI 53212 KEN ROBERTSON ASSISTANT TREASURER 4142725805 2023-11-09 1 KEN ROBERTSON 999009999 0 MONROE J GIERL P01413237 6123055000 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KEN ROBERTSON 101 W PLEASANT 210 MILWAUKEE WI 53212 4772878 0 X N/A X 2008 WI SEE SCHEDULE O 18 18 0 0 0 0 643741 1238428 0 0 1577548 283191 0 0 2221289 1521619 923478 874138 0 0 0 0 0 0 15098 234483 228905 1157961 1103043 1063328 418576 14443013 12412430 114608 82907 14328405 12329523 X SEE SCHEDULE O 0 0 874138 874138 0 SEE SCHEDULE OOCONOMOWOC AREA FOUNDATION, INC. WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO SUPPORT GREATER MILWAUKEE FOUNDATION, INC. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE OCONOMOWOC AREA FOUNDATION'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED AND SHALL AT ALL TIMES HEREAFTER BE OPERATED, EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC LITERARY AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION BY FACILITATING GREATER MILWAUKEE FOUNDATION'S PROGRAMS WITHIN THE OCONOMOWOC AREA. SUCH PURPOSES MAY INCLUDE, BUT ARE NOT LIMITED TO, SOLICITING AND RECEIVING CONTRIBUTIONS AND BEQUESTS OF AN ENDOWMENT OR CAPITAL NATURE TO CARRY OUT GREATER MILWAUKEE FOUNDATION'S PROGRAMS BY SUPPORTING CHARITABLE ORGANIZATIONS AND PROGRAMS WITHIN THE OCONOMOWOC AREA. THE CORPORATION MAY ACCOMPLISH ITS PURPOSES DIRECTLY OR BY MAKING GRANTS OR OTHER PAYMENTS FOR CHARITABLE PURPOSES TO THIRD PARTIES." 874138 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 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 1 0 WI X GREATER MILWAUKEE FOUNDATION 4142725805 101 W PLEASANT STE 210 MILWAUKEE WI 53212 BOB JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 LOUIS KOWIESKE DIRECTOR 1.00 0.00 X 0 0 0 ROBERT W SNYDER DIRECTOR (END 12/22) 1.00 0.00 X 0 0 0 LOU MORGAN DIRECTOR 1.00 0.00 X 0 0 0 TERRANCE HOLAHAN DIRECTOR 1.00 0.00 X 0 0 0 RANDY BOURDO DIRECTOR (END 6/22) 1.00 0.00 X 0 0 0 BRIAN EWALD DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA NEUDECKER DIRECTOR (END 12/22) 1.00 0.00 X 0 0 0 SUE BICKLER DIRECTOR 1.00 0.00 X 0 0 0 SUSAN KAY SECRETARY 1.00 0.00 X X 0 0 0 KAITIE NEWCOMB DIRECTOR 1.00 0.00 X 0 0 0 TODD SCHEID DIRECTOR 1.00 0.00 X 0 0 0 GLENN HANON DIRECTOR 1.00 0.00 X 0 0 0 CALVIN SCHMIDT DIRECTOR 1.00 0.00 X 0 0 0 PAT MCNAMEE DIRECTOR 1.00 0.00 X 0 0 0 KEVIN PEHLER DIRECTOR 1.00 0.00 X 0 0 0 ANDREA STACK DIRECTOR 1.00 0.00 X 0 0 0 REBBECCA SEEMORE DIRECTOR 1.00 0.00 X 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0.00 40.00 X 0 335274 67319 KEN ROBERTSON ASSISTANT TREASURER 0.00 40.00 X 0 214320 28654 0 549594 95973 0 0 1 0 0 2518 1235910 101451 1238428 189967 189967 3344483 3251259 93224 93224 93224 1521619 0 0 283191 874138 874138 23062 23062 4617 4617 569 569 500 500 30197 15099 15098 ADMINISTRATIVE FEES 133846 133846 CONSULTING SERVICES 33500 33500 CUSTODY FEES 1915 1915 PRINTING 699 699 1103043 874138 213807 15098 0 0 406595 1159906 0 0 174817 190243 0 0 0 0 0 0 0 0 150 0 0 0 0 0 13861451 11062281 0 0 0 0 0 0 0 0 14443013 12412430 7108 3907 107500 79000 0 0 0 0 0 0 0 0 0 0 0 0 114608 82907 X 14153588 12139279 174817 190244 14328405 12329523 14443013 12412430 X 418576 -2432885 15427 X 0 1 X 1 0 X X 1 GREATER MILWAUKEE FOUNDATION INC 396036407 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23 991508 571625 3334349 1 1 14308276 1175678 -2159597 874138 133522 12316697 12956415 606217 1892220 987647 158929 14308276 12073253 450428 1595827 1050427 112666 12956415 9832746 1321143 1585201 570779 95058 12073253 10874594 265898 -398207 807702 101837 9832746 1.00000 0 0 0 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE INVESTED TO GENERATE A PERMANENT SOURCE OF INCOME. THE INVESTED PRINCIPAL OF THE ENDOWMENT FUNDS CAN BE USED FOR GRANTMAKING AS REQUESTED BY THE DONORS OR FOUNDATION'S BOARD OF DIRECTORS UP TO A MINIMUM BALANCE. CERTAIN DONOR FUNDS SUCH AS DEFERRED ASSETS HAVE TIMING RESTRICTIONS AND CANNOT BE ACCESSED UNTIL CERTAIN EVENTS OCCUR. PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC TOPIC 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC TOPIC 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. THE FOUNDATION DOES NOT HAVE A LIABILITY RECORDED FOR UNRECOGNIZED TAX BENEFITS. 1 FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST 815 S CONCORD RD OCONOMOWOC WI 530660273 390816883 501(C)(3) 50000 0 SUSTAINING SUPPORT, AS DIRECTED BY JOHN ST JEROME CATHOLIC PARISH 995 S SILVER LAKE ST OCONOMOWOC WI 53066 390819999 501(C)(3) 55000 0 THE CONSTRUCTION OF THE NEW RECTORY FRIENDS OF OCONOMOWOC PARKS AND TRAILS P O BOX 903 OCONOMOWOC WI 530660903 854353311 501(C)(3) 60000 0 LIGHTING FOR COURTS OCONOMOWOC ROTARY CHARITABLE FOUNDATION INC PO BOX 112 OCONOMOWOC WI 53066 391498210 501(C)(3) 38350 0 SPLASH PAD OCONOMOWOC SCHOLARSHIP FUND P O BOX 824 OCONOMOWOC WI 530660824 396076192 501(C)(3) 24000 0 SUPPORT OF THE RICHARD AND KAREN BERTRAN ST CATHERINE'S OF ALEXANDRIA CHURCH W359N8512 BROWN ST OCONOMOWOC WI 530667000 396086746 501(C)(3) 36000 0 THE LOVE ONE ANOTHER CAMPAIGN FOLDS OF HONOR FOUNDATION MINNESOTA 229 MINNETONKA AVE S WAYZATA MN 55391 465531485 501(C)(3) 25000 0 THE FUND A NEED PROGRAM BOY SCOUTS OF AMERICA-POTAWATOMI COUNCIL 804 BLUEMOUND RD WAUKESHA WI 531881698 390806342 501(C)(3) 16625 0 SUSTAINING SUPPORT ARCHDIOCESE OF MILWAUKEE 3501 S LAKE DR ST FRANCIS WI 532350912 390807221 501(C)(3) 18000 0 THE LOVE ONE ANOTHER CAMPAIGN (ST. CATHE BLESSINGS IN A BACKPACK 4121 SHELBYVILLE RD LOUISVILLE KY 402073205 261964620 501(C)(3) 22500 0 BLESSINGS IN OCONOMOWOC JOURNEY 21 W229N2512 DUPLAINVILLE RD WAUKESHA WI 531861004 844727592 501(C)(3) 15000 0 PROGRAMS AND OUTINGS LAKE AREA FREE CLINIC INC 856 ARMOUR RD STE B OCONOMOWOC WI 530663976 392006388 501(C)(3) 47251 0 OPERATING SUPPORT PETTIT NATIONAL ICE CENTER 500 S 84TH ST MILWAUKEE WI 532141400 391712146 501(C)(3) 15000 0 THE MARKETING PLAN DEVELOPMENT WOMEN'S CARE CENTER INC 1441 N FARWELL AVE MILWAUKEE WI 532022903 351609945 501(C)(3) 15000 0 SUSTAINING SUPPORT OUR SAVIOR'S LUTHERAN CHURCH 145 E LISBON RD OCONOMOWOC WI 53066 390990352 501(C)(3) 14354 0 SUSTAINING SUPPORT BEST BUDDIES - WISCONSIN 10425 W NORTH AVE STE 340 MILWAUKEE WI 532262416 521614576 501(C)(3) 15000 0 THE BEST BUDDIES SCHOOL FRIENDSHIP PROJE DASH PROJECT 500 S 84TH ST MILWAUKEE WI 53214 880800745 501(C)(3) 10000 0 SUSTAINING SUPPORT FAMILY PROMISE OF WAUKESHA COUNTY INC P O BOX 66 WAUKESHA WI 531870066 455502675 501(C)(3) 15500 0 OPERATING SUPPORT FISHER HOUSE WISCONSIN 5000 W NATIONAL AVE MILWAUKEE WI 532950001 275461119 501(C)(3) 10000 0 SUSTAINING SUPPORT THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD WAUWATOSA WI 532260509 390806261 501(C)(3) 10000 0 THE SHEKAR N. KURPAD, MD, PHD, CHAIR IN OASIS PROJECT INCORPORATED P O BOX 27 WALES WI 53183 812445074 501(C)(3) 10000 0 OASIS PROJECT OCONOMOWOC PARENTS FOR BASEBALL P O BOX 85 OCONOMOWOC WI 530660085 391919866 501(C)(3) 10000 0 FIELD SAFETY IMPROVEMENTS SHOES THAT FIT 1420 N CLAREMONT BLVD SUITE 204A CLAREMONT CA 91711 954425565 501(C)(3) 10000 0 LAKE COUNTRY SHOES THAT FIT AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES INC 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(C)(3) 10000 0 SUSTAINING SUPPORT SUMMIT EDUCATIONAL ASSOCIATION P O BOX 133 MILWAUKEE WI 53201 391763179 501(C)(3) 15000 0 SUSTAINING SUPPORT WAUKESHA COUNTY COMMUNITY FOUNDATION INC 2727 N GRANDVIEW BLVD STE 122 WAUKESHA WI 531886100 391969122 501(C)(3) 11250 0 THE OKAUCHEE LIONS PARK IMPROVEMENT FUND ZACHARIAH'S ACRES INC 16575 PATRICIA LN BROOKFIELD WI 530055523 452213437 501(C)(3) 25000 0 OUTDOOR CLASSROOM OCONOMOWOC SILVER STREAK INC P O BOX 561 OCONOMOWOC WI 530660561 391701930 501(C)(3) 18248 0 SUSTAINING SUPPORT GLACIAL COMMUNITY YMCA 1750 E VALLEY RD OCONOMOWOC WI 530664851 390806378 501(C)(3) 8748 0 THE ANNUAL CAMPAIGN LAKE COUNTRY FOUNDATION INC 142 E CAPITOL DR HARTLAND WI 530292104 391527923 501(C)(3) 8000 0 THE HARTLAND FOOD PANTRY OBLATES OF ST FRANCIS DE SALES PO BOX 87 CHILDS MD 219169988 510076848 CHURCH 9000 0 THE PHASE III ROOF PROJECT OCONOMOWOC FOOD PANTRY INC PO BOX 832 OCONOMOWOC WI 53066 391480509 501(C)(3) 8000 0 SUSTAINING SUPPORT SALVATION ARMY OF WAUKESHA 445 MADISON ST WAUKESHA WI 53188 390806889 501(C)(3) 8000 0 THE FAMILY SERVICES PROGRAM GIRL SCOUTS OF WISCONSIN SOUTHEAST INC 131 S 69TH ST WEST ALLIS WI 532141663 390892833 501(C)(3) 7558 0 FOWLER TROOP HOUSE RENOVATION ST MARCUS LUTHERAN CHURCH 2215 N PALMER ST MILWAUKEE WI 532123242 390850377 501(C)(3) 7500 0 SECURE 3 STUDENT SEATS THE WOMEN'S CENTER INC 505 N EAST AVE WAUKESHA WI 531862417 391269698 501(C)(3) 7500 0 OPERATING SUPPORT UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY UNITED WAY PLEDGE PROCESSING MILWAUKEE WI 532888988 390806190 501(C)(3) 7000 0 THE HEALTH IMPROVEMENT FUND LAKE COUNTRY CARING INC 603 PROGRESS DR HARTLAND WI 530292305 391983510 501(C)(3) 6000 0 SUSTAINING SUPPORT OCONOMOWOC AMERICAN LEGION BAND INC 614 E JUNEAU AVE OCONOMOWOC WI 530663121 300587977 501(C)(3) 8500 0 JUNIOR LEAUGE CAMP WAUKESHA COUNTY 515 W MORELAND BLVD WAUKESHA WI 53188 396005756 GOVERNMENT 8000 0 SUSTAINING SUPPORT LAKE COUNTRY CLASSICAL ACADEMY INC 818 W WISCONSIN AVE OCONOMOWOC WI 53066 833637703 501(C)(3) 6400 0 SUSTAINING SUPPORT 48 0 PART I, LINE 2: THE DIRECTORS OF THE OCONOMOWOC AREA FOUNDATION, INC. ARE VERY FAMILIAR WITH THE GRANTEES AND PREDETERMINE THAT THE GRANTEE AGENCIES ARE QUALIFIED TO RECEIVE GRANT PAYMENTS. IN ADDITION, THE STAFF OF THE GREATER MILWAUKEE FOUNDATION VERIFY THE 501(C)(3) STATUS OF THE AGENCIES AND VERIFY THAT THE AGENCIES FURTHER THE CHARITABLE PURPOSES OF THE GREATER MILWAUKEE FOUNDATION. 1 0 0 0 0 0 0 0 0 0 ELLEN GILLIGAN ASSISTANT SECRETARY 0 335274 0 0 0 0 0 49663 0 17656 0 402593 0 0 KEN ROBERTSON ASSISTANT TREASURER 0 214320 0 0 0 0 0 18766 0 9888 0 242974 0 0 X 1 101451 MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B) OCONOMOWOC AREA FOUNDATION IS REPORTING NUMBER OF CONTRIBUTORS RATHER THAN NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD MEMBERS OF THE SUPPORTED ORGANIZATION - GREATER MILWAUKEE FOUNDATION, INC. BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST QUESTIONARIES COMPLETED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER OF THE GREATER MILWAUKEE FOUNDATION, INC. - THE SUPPORTED ORGANIZATION ANNUALLY . FORM 990, PART VI, SECTION B, LINE 15 SINCE THE FILING ORGANIZATION DOES NOT PAY COMPENSATION, THE FOLLOWING INFORMATION APPLIES TO HOW THE SUPPORTED ORGANIZATION (THE GREATER MILWAUKEE FOUNDATION) OF THE FILING ORGANIZATION DETERMINES COMPENSATION FOR THE PERSONS SERVING AS DIRECTORS AND OFFICERS OF THE FILING ORGANIZATION: THE ADMIN & AUDIT COMMITTEE OF THE GREATER MILWAUKEE FOUNDATION WILL ANNUALLY REQUEST COMPARABLE COMPENSATION DATA FROM THE GMF VICE PRESIDENT, HUMAN RESOURCES AND ORGANIZATIONAL LEARNING (VP, HROL) FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER (CEO) POSITION AT THE FOUNDATION. THE COMPARABLE COMPENSATION DATA WILL GENERALLY COME FROM SALARY SURVEY DATA PROVIDED BY THE COUNCIL ON FOUNDATIONS AND SPECIFIC COMPARABLES OBTAINED FROM OTHER SURVEYS SUCH AS MRA AND THE NON PROFIT SURVEY CONDUCTED BY MRA, AND GUIDESTAR POSTED 990'S. THE VP, HROL WILL SITE COMPARABLES IN A REPORT AND REFERENCE WHERE DATA WAS OBTAINED. THE ADMIN & AUDIT COMMITTEE WILL REVIEW THE COMPARABLE DATA AND MAKE A RECOMMENDATION TO THE CHAIRMAN OF THE BOARD AND THEN TO THE FULL BOARD FOR ANY CHANGES IN THE CEO'S COMPENSATION, WITHOUT PARTICIPATION OR DISCUSSION WITH THE CEO. THE CEO MAY ANSWER QUESTIONS OF THE BOARD THAT MAY BE USED IN LATER DELIBERATIONS AND DECISION-MAKING. THE BOARD MUST DOCUMENT THE BASIS FOR DETERMINATION OF THE CEO'S SALARY. THE DOCUMENTATION MUST CONTAIN THE DATE AND TERMS OF THE COMPENSATION TRANSACTION, THE MEMBERS PRESENT FOR THE DECISION, AND WHAT COMPARABLE DATA WAS USED FOR THE DECISION. THE ADMIN & AUDIT COMMITTEE WILL BE PROVIDED WITH A TEMPLATE TO THE DOCUMENT PROCESS AND DECISION. THE ADMIN & AUDIT COMMITTEE WILL DRIVE THE PROCESS FOR DECISION-MAKING AND ASSURE THE DOCUMENTATION IS OBTAINED AND RECORDED IN BOTH THE BOARD MINUTES AND THE PERSONNEL FILE OF THE CEO. A SIMILAR PROCESS WILL BE USED FOR OTHER POSITIONS WITHIN THE FOUNDATION. HOWEVER, IT WILL BE THE CEO AND THE VP, HROL CONFERRING ON THESE OTHER POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGED IN DEFERRED ASSET VALUE 15,427. GREATER MILWAUKEE FOUNDATION INC 101 W PLEASANT STE 210 MILWAUKEE WI 53212 396036407 ISSUING GRANTS TO OTHER NONPROFIT ORGANIZATIONS WI 501(C)(3) LINE 8 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0