2024-10-07T09:33:13-04:00 2024-06-30 391277627 BAUMAN ASSOCIATES LTD PO BOX 1225 EAU CLAIRE WI 547021225 990 2023-07-01 392024542 COMMUNITY FOUNDATION OF CHIPPEWA CO COMM 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DIRECTOR 7157238125 2024-09-11 true false NATHAN KALEPP CPA P01320467 7158342001 2024-09-12 2023 2024-10-15 13:58:12Z JILL HERRIGES PO BOX 153 CHIPPEWA FALLS WI 54729 17369713 false X WWW.YOURLEGACYFOREVER.ORG X 2001 WI TO ENABLE DONORS TO ACHIEVE THEIR PHILANTHROPIC GOALS, TO MEET CHANGING COMMUNITY NEEDS, THEREBY BENEFITING THE COMMUNITIES, PEOPLE AND OTHER NONPROFIT ORGANIZATIONS OF CHIPPEWA COUNTY. 11 11 3 31 0 1137332 423693 0 775351 3469128 114052 89616 2026735 3982437 217256 257777 0 160294 174143 0 27608 199252 194208 576802 626128 1449933 3356309 25839774 28244242 8762861 9742415 17076913 18501827 TO ENABLE DONORS TO ACHIEVE THEIR PHILANTHROPIC GOALS, TO MEET CHANGING COMMUNITY NEEDS, THEREBY BENEFITING THE COMMUNITIES, PEOPLE AND OTHER NONPROFIT ORGANIZATIONS OF CHIPPEWA COUNTY. false false 543303 257777 85108 DURING FISCAL YEAR 2024, 16 NEW FUNDS WERE CREATED BRINGING THE TOTAL NUMBER OF ACTIVE FUNDS TO 293 AND THE TOTAL ASSETS UNDER MANAGEMENT CHANGED FROM 25.8 MILLION TO 28.1 MILLION. TO-DATE, THE FOUNDATION HAS RECEIVED AND PROCESSED GIFTS TOTALING MORE THAN 43 MILLION. 543303 true true false false false true false false false true true false false false true false true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 6 0 true 3 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false WI X JILL HERRIGES 7157238125 PO BOX 153 CHIPPEWA FALLS WI 54729 JILL HERRIGES EXECUTIVE DI 54.00 X 86330 0 2590 CHARLES FRENETTE TREASURER 1.00 X X 0 0 0 DAVID ADLER DIRECTOR 1.00 X 0 0 0 BARB STEVENS PAST BOARD C 1.00 X X 0 0 0 MARY RANDALL CHAIR 1.00 X X 0 0 0 SUSAN KERN DIRECTOR 1.00 X 0 0 0 ERIK LARSON VICE CHAIR 1.00 X X 0 0 0 BRIAN GUTHMAN DIRECTOR 1.00 X 0 0 0 TERESA GERMAIN DIRECTOR 1.00 X 0 0 0 KATHRYN FACKLAM DIRECTOR 1.00 X 0 0 0 ANTHONY WILLKOM 2ND VICE CHA 1.00 X X 0 0 0 CRAIG TOYCEN DIRECTOR 1.00 X 0 0 0 86330 2590 false false false 423693 44224 423693 904659 904659 15946808 13382339 2564469 2564469 2564469 9445 4937 4508 4508 ADMINISTRATION FEE 900099 85108 85108 85108 3982437 2649577 909167 257777 257777 91466 64026 18293 9147 70494 49346 14099 7049 12183 8528 2437 1218 42098 29468 8420 4210 92271 92271 12250 8575 2450 1225 4362 3054 872 436 13984 9789 2797 1398 15008 10505 3002 1501 683 478 137 68 2187 1531 437 219 46 32 9 5 5689 3982 1138 569 MEMBERSHIP FEES AND DUES 3669 2568 734 367 MISC 1139 797 228 114 PROFESSIONAL DEVELOPMENT 822 576 164 82 626128 543303 55217 27608 57578 95589 282785 843752 159667 383 51111 51111 46 25479734 27130645 19631 14206 25839774 28244242 13548 13784 1050 1800 8748263 9726831 8762861 9742415 X 1422542 1549156 15654371 16952671 17076913 18501827 25839774 28244242 X 3356309 -1931395 X false true X true false X 810179 2308468 2968088 1137332 423693 7647760 810179 2308468 2968088 1137332 423693 7647760 7647760 488944 453284 637924 672073 904659 3156884 109214 130484 128267 114052 89616 571633 11376277 210877 0.67230 0.67140 X PART II, LINE 10 571,633 SUPPLEMENTAL INFORMATION SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: ADMINISTRATIVE FEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 103007 73131 3652479 true true 15654371 405823 1289584 397106 16952671 13705021 1105506 1175287 331443 15654371 13406466 2892855 -2196963 397337 13705021 8843330 2225897 2618217 280978 13406466 8763160 645164 -173146 391848 8843330 0.92340 0.07660 false false 51111 51111 AGENCY ENDOWMENT & PASSTHROUGH FUNDS 9726831 9726831 2136250 -1931395 318 177161 -1753916 3890166 92271 92271 3982437 711336 318 177161 177479 533857 92271 92271 626128 SCHEDULE D, PAGE 4, PART XI, LINE 2D 177,161 SCHEDULE D, PAGE 4, PART XII, LINE 2D 177,161 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: ENDOWMENT FUNDS ARE MANAGED TO PROVIDE COMMUNITY GRANTS AND FOR MAKING AND/OR PROVIDING PROGRAM SERVICES IN ACCORDANCE WITH A DONOR'S INTENT AND CONSISTENT WITH THE ORGANIZATION'S MISSION. true CHIPPEWA COUNTY DEPARTMENT OF PUBLI 711 N BRIDGE ST RM 121 CHIPPEWA FALLS WI 54729 396005678 170(C) 7685 CHIPPEWA STRONG EVEN CHIPPEWA COUNTY HISTORICAL SOCIETY 12 BRIDGEWATER AVE CHIPPEWA FALLS WI 54729 237108082 501(C) 10794 DISCRETION OF ORG CHIPPEWA COUNTY HUMANE ASSOCIATION PO BOX 562 CHIPPEWA FALLS WI 54729 414153515 501(C) 20765 DISCRETION OF ORG CHIPPEWA FALLS AREA UNIFIED SCHOOL PO BOX 981 CHIPPEWA FALLS WI 54729 391598193 501(C) 7734 SCHOLARSHIP FUNDS CHIPPEWA FALLS MUSIC ASSOCIATION 735 TERRILL ST CHIPPEWA FALLS WI 54729 391891477 501(C) 11189 CFHS BAND EQUIPMENT CHIPPEWA FALLS PARKS REC FORESTRY 30 W CENTRAL ST STE 4 CHIPPEWA FALLS WI 54729 396005414 170(C) 57053 PARK IMPROVEMENTS CHIPPEWA VALLEY CULTURAL ASSOCIATIO 3 S HIGH ST CHIPPEWA FALLS WI 54729 391236476 501(C) 5934 DISCRETION OF ORG FAMILY SUPPORT CENTER PO BOX 143 CHIPPEWA FALLS WI 54729 391403276 501(C) 7957 DISCRETION OF ORG FEED MY PEOPLE 2610 ALPINE RD EAU CLAIRE WI 54703 361488941 501(C) 6558 FOOD DISTRIBUTION FIRST PRESBYTERIAN CHURCH OF CHIPPE 130 W CENTRAL ST CHIPPEWA FALLS WI 54729 391272793 510(C) 8839 ENDOWMENT FUND HOPE VILLAGE 1825 KENNEDY RD CHIPPEWA FALLS WI 54729 820758024 501(C) 7485 DISCRETION OF ORG MCDONELL AREA CATHOLIC SCHOOLS 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391032800 501(C) 9760 DISCRETION OF ORG MCDONNELL HIGH SCHOOL FOUNDATION 1316 BEL AIR BLVD CHIPPEWA FALLS WI 54729 391264037 501(C) 25190 DISCRETION OF MHS FO ST CHARLES BORROMEO CATHOLIC CHURCH 810 PEARL ST CHIPPEWA FALLS WI 54729 391032800 501(C) 8367 FOR FUTURE FUND CADOTT COMMUNITY LIBRARY PO BOX 68 CADOTT WI 54727 396006225 170(C) 7436 DISCRETION OF ORG CHIPPEWA FALLS AREA SENIOR CENTER 1000 E GRAND AVE CHIPPEWA FALLS WI 547292734 391673741 501(C) 5022 DISCRETION OF ORG CHIPPEWA VALLEY FREE CLINIC 1030 OAK RIDGE DRIVE EAU CLAIRE WI 547013813 391840231 501(C) 6500 DISCRETION OF ORG FAMILY HEALTH CENTER - MARSHFIELD 1307 N ST JOSEPHS AVE MARSHFIELD WI 54449 391681547 501(C) 16981 TO HELP PATIENTS LITERACY CHIPPEWA VALLEY 510 S FARWELL ST STE 1 EAU CLAIRE WI 547014995 391657040 501(C) 7119 SATURDAY STORYTIME PROFESSIONAL DENTAL HYGIENE EXPRESS 5388 STATE HWY 64 BLOOMER WI 54724 274969600 170(B) 6500 BRIGHT SMILES SLEEP IN HEAVENLY PEACE 1560 ELDRIDGE AVE TWIN FALLS ID 83301 464346568 501(C) 6500 NO KID SLEEPS ON FLO THE OPEN DOOR CLINIC PO BOX 271 CHIPPEWA FALLS WI 54729 203673759 501(C) 6409 DISCRETION OF ORG 22 SCHEDULE I, PAGE 4, PART IV PART 1, LINE 2: RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT OF GRANTS GIVEN EACH YEAR, THE GRANTEES' ELIGIBILITY FOR THE GRANTS AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS. THE GOVERNING BOARD OF THE ORGANIZATION HAS A SEPARATE GRANTS COMMITTEE THAT REVIEWS ALL APPLICATIONS RECEIVED FOR ELIGIBILITY AND IF THE ORGANIZATION MEETS ALL REQUIREMENTS THE GRANTS COMMITTEE WILL RECOMMEND THE GRANT FOR APPROVAL TO THE BOARD OF DIRECTORS. ALL THE APPROVALS FOR GRANTS ARE DOCUMENTED IN THE BOARD MINUTES OF THE ORGANIZATION. PART II, LINE 1, COLUMN (H): NAME OF ORGANIZATION OR GOVERNMENT: CHIPPEWA VALLEY CULTURAL ASSOCIATION (H) PURPOSE OF GRANT OR ASSISTANCE: ANNUAL MAINTENANCE OF THE AMERICAN FLAG; UGANDA'S DANCE OF HOPE; PERFORMANCES FOR ASSISTED LIVING AND HOMEBOUND SENIOR;, AT THE DISCRETION OF THE ORGANIZATION NAME OF ORGANIZATION OR GOVERNMENT: CHIPPEWA FALLS AREA UNIFIED SCHOOL DISTRICT FOUNDATION (H) PURPOSE OF GRANT OR ASSISTANCE: JOIE HERTZFELD MEMORIAL SCHOLARSHIP; DOLORES BARNIER EDUCATION FUND; JOSEPH W. JOAS SCHOLARSHIP FUND, TROOP 3055 SCHOLARSHIP; AT THE DISCRETION OF THE ORGANIZATION. NAME OF ORGANIZATION OR GOVERNMENT: BOYS & GIRLS CLUB OF THE GREATER CHIPPEWA VALLEY (H) PURPOSE OF GRANT OR ASSISTANCE: HIGH QUALITY STEAM PROGRAMMING; POSITIVE AND SAFE CHIPPEWA FALLS CLUB ENVIRONMENT; CHIPPEWA CENTER; AT THE DISCRETION OF THE ORGANIZATION NAME OF ORGANIZATION OR GOVERNMENT: FAMILY SUPPORT CENTER (H) PURPOSE OF GRANT OR ASSISTANCE: CHILD SUPPORT PROGRAMS; WELCOME BABY PROJECT, AT THE DISCRETION OF THE ORGANIZATION NAME OF ORGANIZATION OR GOVERNMENT: MCDONELL AREA CATHOLIC SCHOOLS (H) PURPOSE OF GRANT OR ASSISTANCE: SCHOOL NEEDS; JOSEPH W JOAS SCHOLARSHIP FUND; BOOKS AND SUPPLIES FOR NOTRE DAME MIDDILE SCHOOL STUDENTS; CONTINUED EDUCATION FOR GRADUATING SENIORS; AT THE DISCRETION OF THE ORGANIZATION NAME OF ORGANIZATION OR GOVERNMENT: ST. CHARLES BORROMEO CATHOLIC CHURCH (H) PURPOSE OF GRANT OR ASSISTANCE: BOOKS AND SCHOOL SUPPLIES FOR STUDENTS; FUTURE FUND; AT THE DISCRETION OF THE CHURCH X 1 44224 false true false FORM 990 PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: THE FINAL DRAFT OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE & INVESTMENT COMITTEE AND THE EXECUTIVE COMITTEE BEFORE IT IS FILED. AFTER THESE TWO COMITTEES HAVE REVIEWED THE 990 IT IS ALSO MADE AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C: THE COMMUNITY FOUNDATION OF CHIPPEWA COUNTY CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. ON A YEARLY BASIS, THE EXECUTIVE DIRECTORS OF THE COMMUNITY FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF THE BOARD OF DIRECTORS, ALL COMMITTEE MEMBERS AND ALL STAFF PERSONNEL. MEMBERS AND PERSONNEL ARE REQUIRED TO DISCLOSE ALL INTERESTS OF HIS/HERSELF AND HIS/HER SPOUSE IN ORGANIZATIONS IN WHICH THE COMMUNITY FOUNDATION MAY BE AFFILIATED. THESE QUESTIONNAIRES ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN MEMBERS OR PERSONNEL AND POTENTIAL GRANT RECIPIENTS. FORM 990, PART VI, SECTION B, LINE 15: THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER STAFF PERSONNEL ARE DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS COMPARES SALARIES OF THE POSITIONS WITHIN THE COMMUNITY FOUNDATION TO SIMILAR SALARIES WITHIN SIMILAR ORGANIZATIONS, INCLUDING REFERENCING THE COUNCIL ON FOUNDATION'S GRANTMAKER SALARY & BENEFITS REPORT. PERIODIC PERFORMANCE REVIEWS ARE ALSO PERFORMED BY THE BOARD OF DIRECTORS AND AID IN DETERMINING SALARY INCREASES. FORM 990,PART VI, SECTION C, LINE 19: THE PUBLIC MAY VIEW GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AT THE MAIN OFFICE DURING NORMAL BUSINESS HOURS. THE IRS FORM 990 IS ALSO AVAILABLE ON CANDID GUIDESTAR'S WEBSITE. FORM 990, PAGE 6, PART VI, LINE 11B MEMBER OF THE BOARD REVIEW DRAFT COPY OF FORM 990 BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE COMMUNITY FOUNDATION OF CHIPPEWA COUNTY CONSISTENTLY FOLLOWS A POLICY OF AVOIDING ANY CONFLICT OF INTEREST OR THE APPEARANCE OF ANY CONFLICT OF INTEREST ON THE PART OF ITS BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF. ON A YEARLY BASIS, THE COMMUNITY FOUNDATION DISTRIBUTES A CONFLICT OF INTEREST QUESTIONNAIRE TO ALL MEMBERS OF TEH BOARD OF DIRECTORS, ALL COMMITTEE MEMBERS AND ALL STAFF PERSONNEL. MEMBERS AND PERSONNEL ARE REQUIRED TO DISCLOSE ALL INTEREST OF HIS/HERSELF AND HIS/HER SPOUSE IN ORGANIZATIONS IN WHICH THE COMMUNITY FOUNDATION MAY BE AFFILIATED. THESE QUESTIONNAIRES ARE THEN REVIEWED AND KEPT ON FILE BY THE EXECUTIVE DIRECTOR FOR ANY POTENTIAL CONFLICTS OF INTEREST THAT MAY ARISE BETWEEN MEMBERS OR PERSONNEL AND POTENTIAL GRANT RECIPIENTS. IF A CONFLICT OF INTEREST EXISTS ON AN ACTION ITEM OR FINANCIAL DECISION THAT MEMBER OR PERSONNEL IS ASKED TO RECUSE THEMSELVES FROM VOTING OR FROM THE DECISION MAKING PROCESS. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER STAFF PERSONNEL ARE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE COMPARES SALARIES OF THE POSITIONS WITHIN THE COMMUNITY FOUNDATION TO SIMILAR SALARIES WITHIN SIMILAR ORGANIZATIONS, INCLUDING REFERENCING THE COUNCIL ON FOUNDATION'S GRANTMAKER SALARY & BENEFITS REPORT. ANNUAL PERFORMANCE REVIEWS ARE PERFORMED BY THE EXECUTIVE DIRECTOR FOR FOUNDATION STAFF AND BY THE EXECUTIVE COMMITTEE FOR THE EXECUTIVE DIRECTOR. THE STAFF SALARY INCREASES ARE RECOMMENDED BY THE DIRECTOR AND APPROVED BY THE EXECUTIVE COMMITTEE. DIRECTOR SALARY INCREASES ARE DETERMINED AND APPROVED BY THE EXECUTIVE COMMITTTEE. FORM 990, PAGE 6, PART VI, LINE 19 DOCUMENTATION AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 177,161 -177,161