2025-07-14T14:34:19-05:00 2024-12-31 390912608 HAWKINS ASH CPAS LLP 101 WEST 29TH STREET SUITE 101 MARSHFIELD WI 544495250 990 2024-01-01 473441083 MARSHFIELD AREA COMMUNITY FOUNDATION INC MARS 7153849029 211 E SECOND ST MARSHFIELD WI 54449 KAELIE GOMEZ EXECUTIVE DIRECTOR 7153849029 2025-07-09 1 1 MATTHEW P ECKELBERG CPA P00583770 7153871131 2025-07-09 2024 2025-03-06 01:10:19Z KAELIE GOMEZ 211 E SECOND ST MARSHFIELD WI 54449 4555229 0 X WWW.MARSHFIELD.FOUNDATION X 2016 WI CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER TO ENRICH THE QUALITY OF LIFE IN THE MARSHFIELD AREA. 14 14 4 40 0 0 2224957 3616132 0 0 500466 934744 3329 4353 2728752 4555229 1753669 1456153 0 0 135984 151522 0 0 25533 146264 176659 2035917 1784334 692835 2770895 15813441 19195889 412369 431056 15401072 18764833 CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. 0 0 1565753 1456153 FUNDS WERE DISTRIBUTED TO VARIOUS PEOPLE/ORGANIZATIONS FOR SCHOLARSHIPS AND GRANTS TO BE USED EXCLUSIVELY FOR EDUCATIONAL, RECREATIONAL, ARTISTIC, CONSERVATION, AND COMMUNITY DEVELOPMENT BASED ON THE RESTRICTIONS OF THE DONOR FUND. 1565753 1 1 0 0 0 1 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 1 6 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WI X KAELIE GOMEZ 7153849029 211 E 2ND STREET SUITE 2 MARSHFIELD WI 54449 DR BRIAN PARKER DIRECTOR 1.00 X 0 0 0 JUSTIN CASPERSON PAST PRESIDENT 1.00 X X 0 0 0 DR RYAN CHRISTIANSON PRESIDENT 1.00 X X 0 0 0 LORI GROPP TREASURER 1.00 X X 0 0 0 LORI BELONGIA SECRETARY 1.00 X X 0 0 0 BEN BAUER DIRECTOR 1.00 X 0 0 0 CHRIS DAMERELL DIRECTOR 1.00 X 0 0 0 TONY INIGUEZ DIRECTOR 1.00 X 0 0 0 TERRY FRANKLAND DIRECTOR 1.00 X 0 0 0 DR ALEX LENDVED DIRECTOR 1.00 X 0 0 0 DR RACHEL STANKOWSKI DIRECTOR 1.00 X 0 0 0 DR ANTHONY ANDREWS DIRECTOR 1.00 X 0 0 0 NICHOLAS KUMM DIRECTOR 1.00 X 0 0 0 CAROLYN SCHULEIN VICE PRESIDENT 1.00 X X 0 0 0 STACEY SCHULTZ EXECUTIVE DIRECTOR (LEFT IN 2024) 40.00 X 52728 0 1738 KAELIE GOMEZ EXECUTIVE DIRECTOR 40.00 X 20769 0 0 73497 0 1738 0 0 0 0 0 3616132 70416 3616132 355515 355515 579229 0 579229 579229 579229 OTHER INCOME 525920 4353 4353 4353 4555229 4353 0 934744 1256715 1256715 199438 199438 73497 33809 35278 4410 57654 26521 27674 3459 9921 4564 4762 595 10450 4807 5016 627 33296 33296 62440 62440 5000 5000 7216 7216 5219 1892 1792 1535 24440 8554 8554 7332 5990 2756 2875 359 311 311 2261 2261 3832 3832 MISCELLANEOUS EXPENSES 22255 21697 558 DUES AND SUBSCRIPTIONS 3892 3892 BANK FEES 507 507 1784334 1565753 193048 25533 124213 236184 422621 99250 52052 32528 21785 19524 15216539 18818133 28283 22798 15813441 19195889 10287 11064 373390 396750 28692 23242 412369 431056 X 5473957 8349207 9927115 10415626 15401072 18764833 15813441 19195889 2770895 592866 0 X X 0 1 X 1 0 X 3345071 3359527 1220672 2224957 3586940 13737167 3345071 3359527 1220672 2224957 3586940 13737167 7113351 6623816 157712 155555 225539 301185 355515 1195506 3250 3329 4353 10932 14943605 0.44330 0.42200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 2835879 -364388 6885232 1 1 0 1 X 9927115 849189 934352 1212346 82684 10415626 8707140 1116244 1231364 1039545 88083 9927115 10375925 612166 -496473 1686354 98124 8707140 12211377 634408 1106514 2681543 894836 10375920 12809960 2887191 1303348 4751668 37454 12211377 0.00000 0.72900 0.27100 0 0 30633 12423 18210 21419 20105 1314 19524 OPERATING LEASE LIABILITY 23242 23242 X 5085655 592866 592866 4492789 62440 62440 4555229 1721894 0 1721894 62440 62440 1784334 PART IV, LINE 2B: THE MARSHFIELD AREA COMMUNITY FOUNDATION HOLDS ACCOUNTS OVER WHICH THEY HAVE SIGNATURE AUTHORITY, IN WHICH THE FUNDS ARE HELD FOR THE BENEFIT OF OTHER NOT-FOR-PROFIT ORGANIZATIONS. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023. THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGESS FOR ANY TAX PERIOD. THE ORGANIZATION WILL RECOGNIZE FUTURE ACCRUED INTEREST AND PENALITES RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE IF INCURRED. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENT 1 COLUMBUS CATHOLIC SCHOOL 710 S COLUMBUS AVE MARSHFIELD WI 54449 10966 0 N:SPORTS/LEISURE COMPANION DAY SERVICES 905 TINY TIGERS CT MARSHFIELD WI 54449 5200 0 Y:YOUTH MARSHFIELD AREA HABITAT FOR HUMANITY INC PO BOX 784 MARSHFIELD WI 54449 15064 0 C:COMMUNITY GRANTS MARSHFIELD AREA PET SHELTER INC 3500 DOWNWIND DR MARSHFIELD WI 54449 6385 0 A:ANIMALS MARSHFIELD AREA UNITED WAY PO BOX 771 MARSHFIELD WI 54449 391035073 36731 0 C:COMMUNITY GRANTS MARSHFIELD CLINIC HEALTH SYSTEM FOUNDATION 1000 N OAK AVE MARSHFIELD WI 54449 812822823 39500 0 C:COMMUNITY GRANTS MARSHFIELD PARKS & RECREATION 211 E 2ND ST 111 MARSHFIELD WI 54449 543584 0 C:COMMUNITY GRANTS MARSHFIELD ROTARY FOUNDATION PO BOX 463 MARSHFIELD WI 54449 9000 0 P:PARKS & RECREATION MARSHFIELD TIGER HOCKEY BLUELINE CLUB PO BOX 824 MARSHFIELD WI 54449 12000 0 N:SPORTS/LEISURE SCHOOL DISTRICT OF MARSHFIELD 1010 E 4TH STREET MARSHFIELD WI 54449 127722 0 N:SPORTS/LEISURE ST JOHN THE BAPTIST CATHOLIC PARISH 210 W BLODGET ST MARSHFIELD WI 54449 8659 0 C:COMMUNITY GRANTS STRATFORD SIGN CO LLC PO BOX 134 STRATFORD WI 54484 391825442 8799 0 C:COMMUNITY GRANTS CHILDREN'S WISCONSIN (MFLD) 725 S CENTRAL AVE MARSHFIELD WI 54449 5400 0 YOUTH ANGELO LUPPINO INC PO BOX 100 IRON BELT WI 54536 15000 0 MENTAL HEALTH AUBURNDALE PARK ASSOCIATION PO BOX 111 AUBURNDALE WI 54412 10000 0 COMMUNITY GRANTS CITY OF MARSHFIELD 207 W 6TH STREET MARSHFIELD WI 54449 65556 0 SPORTS/LEISURE CITY OF MARSHFIELD 211 E 2ND ST 111 MARSHFIELD WI 54449 103816 0 PARKS & RECONCILIATION HANNAH CENTER 212 E 3RD ST MARSHFIELD WI 54449 10000 0 COMMUNITY GRANTS LUCILLE TACK CENTER FOR THE ARTS 400 N SCHOOL ST SPENCER WI 54479 15500 0 COMMUNITY GRANTS MARSHFIELD AREA COALITION FOR YOUTH 1010 E 4TH STREET MARSHFIELD WI 54449 8318 0 YOUTH DEVELOPMENT MARSHFIELD AREA COMMUNITY FOUNDATION INC 211 E 2ND ST SUITE 2 MARSHFIELD WI 54449 5994 0 COMMUNITY GRANTS MARSHFIELD HIGH SCHOOL 1401 E BECKER RD MARSHFIELD WI 54449 25256 0 COMMUNITY GRANTS SCHOOL DISTRICT OF PITTSVILLE 5459 ELEMENTARY AVE SUITE 2 PITTSVILLE WI 54466 9565 0 COMMUNITY GRANTS VILLAGE OF AUBURNDALE PO BOX 111 AUBURNDALE WI 54412 10000 0 COMMUNITY GRANTS WISCONSIN DNR 149801 STATE PARK RD WAUSAU WI 54401 10000 0 COMMUNITY GRANTS SCHOLARSHIP FUND 102 184784 YOUTH FUNDS 12 14654 PART I, LINE 2: THE COMMUNITY FOUNDATION MONITORS ITS GRANT AWARDS IN SEVERAL WAYS: DONOR ADVISED FUNDS: GRANTS AWARDED FROM DONOR ADVISED FUNDS ARE SENT AFTER THE FOUNDATION HAS DETERMINED THAT THE ORGANIZATION IS A 501(C)3 CHARITABLE ORGANIZATION OR MEETS ELIGIBILITY AS A CHARITABLE ENTITY. GRANT RECIPIENTS ARE ASKED TO SEND AN ACKNOLWEDGMENT LETTER FOR FUNDS RECEIVED AND FINAL REPORT UPON USE OF THE FUNDS FOR THEIR INTENDED PURPOSE. SCHOLARSHIPS: PAYMENT IS MADE DIRECTLY TO THE INSTITUTION THE STUDENT IS ATTENDING AFTER THE FOUNDATION HAS RECEIVED PROOF OF REGISTRATION TO VERIFY THE STUDENT HAS MET THE REQUIREMENTS OF THE AWARD. UNRESTRICTED FUNDS AND RESTRICTED FUNDS (THAT UTILIZE A GRANT APPLICATION PROCESS): ONCE THE BOARD HAS APPROVED THE RECOMMENDATIONS OF THE DISTRIBUTIONS COMMITTEE, RECIPIENTS RECEIVE A GRANT AWARD AGREEMENT LETTER, WHICH THEY SIGN AND RETURN TO THE FOUNDATION WHEN THEY ARE READY TO PROCEED WITH THE PROJECT. THIS AGREEMENT BINDS THE ORGANIZATION TO COMPLETE THE PROJECT AS OUTLINED IN THEIR GRANT APPLICATION AND DETERMINES THE DATE FOR PAYMENT FROM THE FOUNDATION. A FINAL REPORT IS REQUIRED OF THE GRANT RECIPIENT UPON COMPLETION OF THE PROJECT. X 21697 FAIR MARKET VALUE X 3 48719 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE REVIEWED AT EVERY MEETING AS GRANT REQUESTS ARE CONSIDERED FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS QUIRIES UNITED WAY ANNUALLY TO MONITOR COMPENSATION PAID AT GRANTEE TO DETERMINE IF THE COMMUNITY FOUNDATION IS COMPARABLE TO OTHER NOT-FOR-PROFITS IN THE AREA. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. PART XII, LINE 2C THERE WERE NO CHANGES TO THE OVERSIGHT PROCESS AND SELECTION PROCESS DURING THE TAX YEAR.