2025-05-07T00:51:27-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-01-01 421088936 CEDAR FALLS COMMUNITY FOUNDATION CEDA 3192685102 PO BOX 546 CEDAR FALLS IA 50613 JOHN LEHMAN PRESIDENT 3192685102 2025-05-06 1 1 BRIAN ARONSON P01425251 3192346885 2025-05-06 2024 2025-03-06 01:10:19Z SALLY TIMMER PO BOX 546 CEDAR FALLS IA 50613 1614313 0 X WWW.CF-COMMUNITYFOUNDATION.ORG X 1977 IA SUPPORT CULTURAL, SCHOLARLY, RECREATIONAL, LITERARY, AND ARTISTIC ENDEAVORS. 20 20 2 25 0 0 253268 351653 78794 94931 353368 688583 0 0 685430 1135167 418281 457600 0 0 52582 55189 0 0 16523 167674 180361 638537 693150 46893 442017 8556656 9167705 1104664 1155217 7451992 8012488 THE CEDAR FALLS COMMUNITY FOUNDATION INSPIRES AND CONNECTS INDIVIDUALS, FAMILIES, AND ORGANIZATIONS TO ENHANCE OUR COMMUNITY, SUPPORT NON-PROFITS, ELEVATE EDUCATIONAL OPPORTUNITIES, AND BUILD LEGACIES THROUGH PHILANTHROPY. 0 0 490436 457600 94931 THE FOUNDATION ADMINISTERS GRANT FUNDS CREATED BY INDIVIDUALS, FAMILIES AND ORGANIZATIONS FOR THE BENEFIT OF CEDAR FALLS ORGANIZATIONS AND CIVIC INSTITUTIONS; MAKES GRANTS IN SUPPORT OF SIGNIFICANT CEDAR FALLS CAPITAL PROJECTS; AND SERVES FUNDRAISING NEEDS FOR SHORT TERM COMMUNITY PROJECTS. THE FOUNDATION PROVIDED GRANTS TO 21 ORGANIZATIONS DURING 2024. 490436 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 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 0 0 0 0 1 3 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 3192685102 220 CLAY STREET CEDAR FALLS IA 50613 JOHN LEHMAN PRESIDENT 5.00 X X 0 0 0 SUSAN CARD VICE PRESIDENT 5.00 X X 0 0 0 TOM PAULSEN TREASURER 2.00 X X 0 0 0 MAUREEN HENDERSON SECRETARY 0.50 X X 0 0 0 JANELLE DARST DIRECTOR 1.00 X 0 0 0 BRIAN SANDERMAN DIRECTOR 0.50 X 0 0 0 SHIRLEY MERNER DIRECTOR 1.50 X 0 0 0 JENNIFER RODENBECK DIRECTOR 1.00 X 0 0 0 RUSS CURTIS DIRECTOR 1.00 X 0 0 0 LYNN SMITH DIRECTOR 3.00 X 0 0 0 ANGI FARLEY DIRECTOR 0.50 X 0 0 0 BILL CALHOUN DIRECTOR 3.00 X 0 0 0 DEE VANDEVENTER DIRECTOR 0.50 X 0 0 0 FRANK ESSER DIRECTOR 1.00 X 0 0 0 ANN LYONS DIRECTOR 1.00 X 0 0 0 KIM BEAR DIRECTOR 1.00 X 0 0 0 PAUL KOCKLER DIRECTOR (BEG 4/2024) 0.50 X 0 0 0 KIM MANNING DIRECTOR (BEG 4/2024) 2.00 X 0 0 0 LORELEI REDFERN DIRECTOR (BEG 4/2024) 1.50 X 0 0 0 KELSEY UMTHUN DIRECTOR (BEG 4/2024) 0.50 X 0 0 0 SALLY TIMMER EXECUTIVE DIRECTOR 25.00 X 49300 0 1479 49300 0 1479 0 0 0 0 0 351653 351653 SERVICE FEE INCOME 900099 94931 94931 94931 241472 241472 926257 479146 447111 447111 447111 1135167 94931 0 688583 457600 457600 50769 14917 27928 7924 317 317 4103 1131 2382 590 12500 12500 40336 40336 695 695 19522 16471 1656 1395 16072 12858 3214 YEARLY ASSESSMENT 79935 79935 11301 7901 3400 693150 490436 186191 16523 568473 663425 196170 126938 7792013 8377342 8556656 9167705 825 931 291250 229500 812589 924786 1104664 1155217 X 1549707 1693537 5902285 6318951 7451992 8012488 8556656 9167705 442017 118479 0 X 0 1 X 0 0 X 142066 183750 112315 253268 351653 1043052 11195 12738 13679 14137 18363 70112 153261 196488 125994 267405 370016 1113164 107883 1005281 120506 131703 149808 195314 241472 838803 1951967 470653 0.51500 0.48150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 7000 30365 1 1 0 1 X 2111294 7238 210740 103250 15848 2210174 1945876 1745 271838 97623 10542 2111294 2501780 36540 -468947 113210 10287 1945876 2311445 44550 293733 137027 10921 2501780 2131803 3491 214899 28907 9841 2311445 0.38681 0.51540 0.09780 0 0 0 1231673 118479 18363 136842 1094831 40336 40336 1135167 671177 18363 18363 652814 40336 40336 693150 PART IV, LINE 2B: THE COMMUNITY FOUNDATION ACTS AS AN AGENT FOR CERTAIN UNRELATED ORGANIZATIONS. THE TOTAL AMOUNT OF THE FUNDS HELD ON BEHALF OF THESE ORGANIZATIONS HAS BEEN REFLECTED AS AN ASSET AND A LIABILITY ON THE STATEMENT OF FINANCIAL POSITION. ON THE STATEMENT OF ACTIVITIES, THE COMMUNITY FOUNDATION REPORTS THE AMOUNT OF SUPPORT, REVENUE AND EXPENSES NET OF THE AMOUNT RAISED AND EXPENDED ON BEHALF OF OTHERS. PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED TO INVEST A GIFT OF MONEY AND GENERATE SPENDABLE INCOME. THE INVESTMENT GENERATES AS MUCH SPENDABLE INCOME AS POSSIBLE WHILE GROWING THE FUND AND FULFILLING THE DONORS' INTENT. 1 CITY OF CEDAR FALLS 220 CLAY STREET CEDAR FALLS IA 50613 426004332 170(C)(1) 122822 0 LIBRARY SUPPORT CEDAR VALLEY CANCER COMMITTEE 1407 ASBURY LANE WATERLOO IA 50701 421445986 501(C)(3) 10000 0 BEYOND PINK TEAM EXCEPTIONAL PERSONS INC 3675 UNIVERSITY AVENUE WATERLOO IA 50701 420794846 501(C)(3) 21200 0 CHILD CARE RESOURCE & REFERRAL OF NORTHEAST IOWA CITY OF CEDAR FALLS 220 CLAY STREET CEDAR FALLS IA 50613 426004332 170(C)(1) 19558 0 CAPITAL PROJECTS AND COMMUNITY EVENT COMMUNITY MAIN STREET INC 310 E 4TH ST CEDAR FALLS IA 50613 421303027 501(C)(3) 28410 0 SUPPORT SERVICES UNIVERSITY OF NORTHERN IOWA FOUNDATION 204 COMMONS UNI CEDAR FALLS IA 50613 426058591 501(C)(3) 49729 0 SCHOLARSHIPS CITY OF CEDAR FALLS 220 CLAY STREET CEDAR FALLS IA 50613 426004332 170(C)(1) 184366 0 CEDAR RIVER RECREATIONAL ENHANCEMENT ROTARY CLUB OF CEDAR FALLS CHARITABLE FOUNDATION PO BOX 301 CEDAR FALLS IA 50613 264123801 501(C)(3) 10000 0 MEMORIAL PLAZA 6 PART I, LINE 2: DISTRIBUTIONS ARE MADE FROM FUNDS BASED ON THE FUNDS DISTRIBUTION POLICY AND THE BOARD'S DISCRETION. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 WAS SENT TO THE PRESIDENT AND TREASURER FOR REVIEW. A FINAL COPY OF THE FORM 990 WAS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY AND IT IS KEPT ON FILE. ANY KNOWN CONFLICTS ARE IDENTIFIED AND ADDRESSED AT BOARD MEETINGS HELD THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON AN ANNUAL EVALUATION BY THE EXECUTIVE COMMITTEE AND A SALARY COMPARISON STUDY PERFORMED. THE EXECUTIVE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRCTORS WHO APPROVE THE SALARY THROUGH THE BUDGET PROCESS. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).