2024-11-14T09:09:30-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 3402 OAKWOOD MALL DRIVE SUITE 100 EAU CLAIRE WI 547017672 990 2023-01-01 261877961 EAU CLAIRE PUBLIC SCHOOLS FOUNDATION EAUC 7154974862 PO BOX 511 EAU CLAIRE WI 54702 KELLY CHRISTIANSON EXECUTIVE DIRECTOR 7154974862 2024-11-09 1 1 DAWN YARRINGTON P01584414 7158521100 2024-11-09 2023 2024-10-15 13:58:12Z KELLY CHRISTIANSON PO BOX 511 EAU CLAIRE WI 54701 1085525 0 X WWW.ECPSFOUND.ORG X 2008 WI THE FOUNDATION IS AN INDEPENDENT NONPROFIT FOUNDATION DEDICATED TO PROMOTING LEARNING OPPORTUNITIES FOR STUDENTS BY: FOSTERING SUPPORTIVE RELATIONSHIPS WITH THE SCHOOL DISTRICT, ITS ALUMNI AND THE COMMUNITY; RAISING FUNDS TO PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS, TEACHERS, AND STAFF; AWARDING GRANTS FOR INNOVATIVE PROJECTS. 17 17 2 25 0 0 737295 702441 0 0 -31730 51775 17808 19839 723373 774055 168823 293551 0 0 41505 72679 0 0 19301 128683 153060 339011 519290 384362 254765 3593897 4220806 0 340 3593897 4220466 X THE FOUNDATION IS AN INDEPENDENT NON PROFIT FOUNDATION DEDICATED TO PROMOTING LEARNING OPPORTUNITIES FOR STUDENTS BY: FOSTERING SUPPORTIVE RELATIONSHIPS WITH THE SCHOOL DISTRICT, ITS ALUMNI AND THE COMMUNITY; RAISING FUNDS TO PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS, TEACHERS, AND STAFF; AWARDING GRANTS FOR INNOVATIVE PROJECTS. 0 0 400905 293551 19839 THE FOUNDATION IS AN INDEPENDENT NON-PROFIT FOUNDATION DEDICATED TO PROMOTING LEARNING OPPORTUNITIES FOR STUDENTS BY: FOSTERING SUPPORTIVE RELATIONSHIPS WITH THE SCHOOL DISTRICT, ITS ALUMNI AND THE COMMUNITY; RAISING FUNDS TO PROVIDE LEARNING OPPORTUNITIES FOR STUDENTS, TEACHERS, AND STAFF; AWARDING GRANTS FOR INNOVATIVE PROJECTS. 400905 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 2 1 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X STEVE PALECEK 7158521122 3402 OAKWOOD MALL DRIVE EAU CLAIRE WI 54701 JULIA DIGGINS TRUSTEE 1.00 X 0 0 0 DEREK PRESTIN TRUSTEE 1.00 X 0 0 0 MICHAEL STRUBEL TRUSTEE 1.00 X 0 0 0 BROOKE HARTMAN TRUSTEE 1.00 X 0 0 0 JANELLE PATENAUDE TRUSTEE 1.00 X 0 0 0 JENNIFER MCHUGH TRUSTEE 1.00 X 0 0 0 PATTI IVERSON TRUSTEE 1.00 X 0 0 0 JO BURKE TRUSTEE 1.00 X 0 0 0 BROOK BERG TRUSTEE 1.00 X 0 0 0 LAURA HOOKOM TRUSTEE 1.00 X 0 0 0 KIM HAGEN TRUSTEE 1.00 X 0 0 0 LAURA MARTHALER TRUSTEE 1.00 X 0 0 0 CAITLIN SUGINAKA TRUSTEE 1.00 X 0 0 0 CHRISTIAN PHELPS TRUSTEE 1.00 X 0 0 0 BRAD JUHLKE TREASURER 1.00 X X 0 0 0 DR CARMEN MANNING VICE-CHAIR 1.00 X X 0 0 0 WAYNE WILLE CHAIR 1.00 X X 0 0 0 SUE BORNICK PAST EXECUTIVE DIRECTOR 0.00 40.00 X 0 101489 0 TODD JOHNSON EXECUTIVE DIRECTOR 0.00 40.00 X 47000 0 0 47000 101489 0 0 0 0 0 0 100 702341 8659 702441 101677 101677 261568 311470 -49902 -49902 -49902 ADMINISTRATIVE FEE REV 561000 19839 19839 19839 774055 19839 0 51775 293551 293551 72679 72679 1000 1000 83538 83538 10650 10650 195 74 80 41 300 114 123 63 269 269 311 311 SUPPLIES 29115 10669 12198 6248 COMMUNITY EVENTS 18673 7116 11557 PRINTING AND PUBLICATIO 4322 4322 EQUIPMENT 2480 942 1017 521 2207 477 859 871 519290 400905 99084 19301 646482 149301 755866 20000 20000 1420 784 0 636 2927415 3295003 3593897 4220806 340 0 340 X 3377328 1075212 216569 3145254 3593897 4220466 3593897 4220806 254765 371804 0 X X 0 1 X 1 0 X 769840 760511 736825 737295 702441 3706912 769840 760511 736825 737295 702441 3706912 1303946 2402966 42540 33013 62892 84357 101677 324479 19839 19839 4051230 0.59310 0.62270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: ADMINISTRATIVE FEE REVENUE - 2023 AMOUNT: $ 19,839. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 1050 993 138799 1 1 221550 11900 24908 11806 246552 267702 2168 -43433 4887 221550 236979 5133 28414 2490 334 267702 215325 2300 23326 3972 236979 157001 35103 31233 4500 3512 215325 0.21220 0.78780 0 1 1 1420 784 636 636 X PART V, LINE 4: GIFTS TO THE ENDOWMENT FUND (FUND FOR THE FUTURE) WILL REMAIN WITH THE FUND IN PERPETUITY AND THE FUND WILL BE MANAGED ACCORDING TO THE INVESTMENT POLICY ESTABLISHED BY THE FOUNDATION BOARD OF TRUSTEES. THE INVESTMENT INCOME MAY BE USED ANNUALLY TO MEET CURRENT NEEDS OR FUND SPECIAL PROJECTS AS DETERMINED BY THE FOUNDATION BOARD OF TRUSTEES. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM PAYING CORPORATE FEDERAL INCOME TAX UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS ALSO EXEMPT FROM WISCONSIN FRANCHISE OR INCOME TAXES. THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31ST, 2023. 1 EAU CLAIRE AREA SCHOOL DISTRICT 500 MAIN STREET EAU CLAIRE WI 54701 396001817 GOVT 208224 0 GENERAL SUPPORT WI-UM KIWANIS DISTRICT FOUNDATION INC 571 CENTER STREET BERLIN WI 54923 391455222 501(C)(3) 9829 0 GENERAL SUPPORT PART I, LINE 2 THE ORGANIZATION MAKES FOUR TYPES OF GRANTS. COMPETITIVE GRANTS REQUIRE THE RECIPIENT TO FOLLOW UP WITH A GRANT REPORT AS TO HOW THE GRANT MONEY WAS SPENT. SCHOLARSHIP GRANTS REQUIRE THE ORGANIZATION TO VERIFY THE PERSON IS A STUDENT AT THE RECEIVING SCHOOL AND THE GRANT MONEY IS SENT DIRECTLY TO THE SCHOOL. UNRESTRICTED GRANTS ARE GIVEN AFTER A GRANT REQUEST IS SUBMITTED BY THE EXECUTIVE DIRECTOR. DONOR ADVISED GRANTS ARE GIVEN TO ORGANIZATIONS THE DONOR RECOMMENDS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES ALL BOARD OR COMMITTEE MEMBERS, WHO MAY HAVE A CONFLICT OF INTEREST IN AN ITEM OF ACTION PUT TO VOTE TO ABSTAIN FROM THAT VOTE. THE CONFLICT OF INTEREST POLICY IS UPDATED BY BOARD AND COMMITTEE MEMBERS ANNUALLY AND SIGNED. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE RECOMMENDS SALARY AMOUNTS TO THE OPERATIONS COMMITTEE AFTER REVIEWING COMPARABLE DATA AND PERFORMANCE APPRAISALS. THE OPERATIONS COMMITTEE REVIEWS THE AMOUNTS RECOMMENDED AND THE CASH FLOW ANALYSIS, THEN MAKES A RECOMMENDATION TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. 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. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EAU CLAIRE COMMUNITY FOUNDATION 306 SOUTH BARSTOW STREET EAU CLAIRE WI 54701 391891064 ESTABLISH ENDOWED FUNDS FOR THE BENEFIT OF THE EAU CLAIRE COMMUNITY WI 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0