2024-11-12T08:32:54-06:00 2024-06-30 200794302 MBE CPAS LLP 100 WILBURN RD STE 103 PO BOX 190 SUN PRAIRIE WI 53590 990 2023-07-01 396220899 FORT ATKINSON COMMUNITY FOUNDATION FORT 9205633210 244 NORTH MAIN STREET FORT ATKINSON WI 53538 SUE JOHNSON CHAIRMAN 9205633210 2024-11-11 1 0 DOUG GROSS CPA P00921928 6088372584 2024-11-11 2023 2024-10-15 13:58:12Z SUE JOHNSON N1655 POEPPEL LANE FORT ATKINSON WI 53538 2100892 0 X WWW.FORTFOUNDATION.ORG X 1973 WI TO PROVIDE FOR THE CHARITABLE NEEDS OF THE FORT ATKINSON METROPOLITAN AREA 5 5 2 0 0 0 331877 1253377 0 0 748502 847515 0 0 1080379 2100892 607391 785146 0 0 112861 115208 0 0 0 222070 242977 942322 1143331 138057 957561 34862486 39692452 966519 1060182 33895967 38632270 TO RECEIVE DONATIONS FOR EDUCATIONAL, CULTURAL, CHARITABLE, OR BENEVOLENT PURPOSES AND USE THEM TO BENEFIT OUR RESIDENTS AND ENHANCE THE QUALITY OF LIFE IN THE FORT ATKINSON AREA 0 0 785146 785146 THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND EQUIPMENT, BUT NOT OPERATING EXPENSES. 785146 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 WI X SUE HARTWICK 9205633210 244 N MAIN ST FORT ATKINSON WI 53538 SALLY KOEHLER CHAIRMAN 0.00 X X 0 0 0 LISA CARAS VICE CHAIRMAN 0.00 X X 0 0 0 JAMES SCHULENBURG TREASURER 0.00 X X 0 0 0 BONNIE GEYER SECRETARY 0.00 X X 0 0 0 ROBERT CASSIDEY DIRECTOR 0.00 X 0 0 0 BADGER BANK TRUSTEE 1.00 X 25886 0 0 PREMIER BANK TRUSTEE 1.00 X 165626 0 0 191512 0 0 1 0 0 0 0 1253377 10028 1253377 847515 847515 2100892 847515 0 0 411296 411296 373850 373850 78750 78750 25369 25369 3124 3124 7965 7965 8606 8606 484 484 3557 3557 3000 3000 2195 2195 TRUSTEES FEES 191512 191512 SOFTWARE FEES 22659 22659 EVENTS 6285 6285 WEBSITE COSTS 2465 2465 2214 2214 1143331 785146 358185 0 2498526 3140161 81000 30000 32277044 36519291 5916 3000 34862486 39692452 960603 1057182 5916 3000 966519 1060182 X 5188515 5747637 28707452 32884633 33895967 38632270 34862486 39692452 957561 3778742 0 X X 0 1 X 1 0 X 456503 1805524 1650201 331877 1253377 5497482 456503 1805524 1650201 331877 1253377 5497482 5497482 633699 550066 568685 748502 847516 3348468 8845950 0.62150 0.60610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 53178 36506 1961011 1 1 0 OPERATING LEASE LIABILITY 3000 3000 X 5688122 3778742 3778742 1909380 191512 191512 2100892 951819 0 951819 191512 191512 1143331 PART X, LINE 2: THE FOUNDATION HAS EVALUATED FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2024. BOTH FEDERAL AND STATE TAX RETURNS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS THROUGH THEIR RESPECTIVE STATUTES OF LIMITATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRUSTEE FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: TRUSTEE FEES PART XI, LINE 4B - OTHER ADJUSTMENTS NET INVESTMENT EXPENSES OF 191,512 PART XII, LINE 4B - OTHER ADJUSTMENTS NET INVESTMENT EXPENSES OF 170,087 1 CITY OF FORT ATKINSON 244 N MAIN ST FORT ATKINSON WI 53538 396005451 501(C)(3) 42726 0 VARIOUS CITY IMPROVEMENT PROJECTS FEED YOUR SOUL 320 S MAIN ST FORT ATKINSON WI 53538 934218973 501(C)(3) 75000 0 VARIOUS PROGRAMS ROCK RIVER HERITAGE 211 S WATER ST E FORT ATKINSON WI 53538 453576912 501(C)(3) 14400 0 VARIOUS PROGRAMS ROCK RIVER COMMUNITY CLINIC 520 HANDEYSIDE LN STE 4 FORT ATKINSON WI 53538 205297560 501(C)(3) 35529 0 VARIOUS PROGRAMS SCHOOL DISTRICT OF FORT ATKINSON 1000 HARRIETT ST FORT ATKINSON WI 53538 396008361 501(C)(3) 21502 0 VARIOUS HIGH SCHOOL PROJECTS HABITAT FOR HUMANITY OF WAUKESHA COUNTY 2020 SPRINGDALE RD WAUKESHA WI 53186 391642114 501(C)(3) 132000 0 VARIOUS PROGRAMS BASE FORT ATKINSON 734 MADISON AVENUE FORT ATKINSON WI 53538 391645796 501(C)(3) 38133 0 VARIOUS PROGRAMS FORT ATKINSON BEAUTIFICATION COUNCIL 110 RADLOFF STREET FORT ATKINSON WI 53538 237014745 501(C)(3) 30500 0 VARIOUS PROGRAMS EVERGREEN CEMETERY 1105 N MAIN ST FORT ATKINSON WI 53538 390268700 501(C)(3) 21506 0 VARIOUS PROGRAMS 9 SCHOLARSHIPS - DETAIL TO BE PROVIDED UPON REQUEST 117 373850 FORM 990, PART VI, SECTION A, LINE 7A THERE ARE FIVE DIRECTORS OF THIS FOUNDATION, EACH SERVES FOR A FIVE-YEAR TERM. THEY ARE ALL STAGGERED TERMS, SO ONLY ONE NEW DIRECTOR IS APPOINTED EACH YEAR. EACH DIRECTOR IS APPOINTED BY A DIFFERENT FACET OF THE FORT ATKINSON COMMUNITY, AND IS NOT A REPRESENTATIVE OF THE ORGANIZATION THAT APPOINTS THE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO OTHER COMMITTEE THAT ACTS ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE INDEPENDENT AUDITOR AND REVIEWED BY THE AUDIT COMMITTEE, THEN SIGNED BY THE BOARD CHAIRMAN FORM 990, PART VI, SECTION B, LINE 12C A MEMBER OF THE BOARD CONDUCTS AN ANNUAL CONFLICT OF INTEREST REVIEW AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S BUSINESS OFFICE. IN ADDITION, AN AD IS PUBLISHED ANNUALLY IN THE LOCAL NEWSPAPER DIRECTING PEOPLE TO OUR ANNUAL IMPACT REPORT ON OUR WEBSITE WHICH INCLUDES A FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C: NO CHANGE IN PROCESS FROM PRIOR YEAR