2025-08-11T00:32:42-05:00 2024-12-31 470677245 HBE LLP 7140 STEPHANIE LANE PO BOX 23110 LINCOLN NE 685423110 990 2024-01-01 261382215 COMMUNITY FOUNDATION FOR WESTERN IOWA COMM 7122567007 536 EAST BROADWAY COUNCIL BLUFFS IA 51503 DONNA DOSTAL PRESIDENT/CEO 7122567007 2025-07-30 1 0 KRYSTAL L SIEBRANDT CPA CFE CGMA P00543870 4024234343 2025-07-30 2024 2025-03-06 01:10:19Z HENRY MCKINLEY 536 EAST BROADWAY COUNCIL BLUFFS IA 51503 80225916 0 X WWW.GIVEWESTERNIOWA.ORG X 2007 IA THE COMMUNITY FOUNDATION FOR WESTERN IOWA IS DEDICATED TO CREATING A LASTING LEGACY IN OUR REGION BY ENGAGING OUR CITIZENS AND COMMUNITIES FOR DURABLE CHANGE AND FOSTERING A CULTURE OF PHILANTHROPY. THIS IS WHERE GIVING GROWS. 13 13 7 71 0 0 2469174 37588658 0 0 2001198 2948452 161971 192629 4632343 40729739 4569729 4167939 0 0 480925 547124 0 0 443739 416063 987208 5466717 5702271 -834374 35027468 44593080 83311926 4931714 5658139 39661366 77653787 X THE COMMUNITY FOUNDATION FOR WESTERN IOWA IS DEDICATED TO CREATING A LASTING LEGACY IN OUR REGION BY ENGAGING OUR CITIZENS AND COMMUNITIES FOR DURABLE CHANGE AND FOSTERING A CULTURE OF PHILANTHROPY. THIS IS WHERE GIVING GROWS. 0 0 4433958 4167939 THE COMMUNITY FOUNDATION FOR WESTERN IOWA PROVIDES GRANTS AND ALLOCATIONS TO NONPROFIT CHARIABLE ORGANIZATIONS. COMMUNITY FOUNDATION FOR WESTERN IOWA IS A TAX-EXEMPT NON-PROFIT SERVING THOUSANDS OF PEOPLE WHO SHARE A COMMON INTEREST - TO IMPROVE THE QUALITY OF LIFE IN SOUTHWEST IOWA. CREATING A LASTING IMPACT AND SUSTAINING LIFE- AFFIRMING PROGRAMS AND SERVICES IS VERY IMPORTANT TO THE INVESTORS AT COMMUNITY FOUNDATION FOR WESTERN IOWA. OUR ROLE IS TO SOLIDLY CONNECT INDIVIDUALS, ORGANIZATIONS, AND CORPORATIONS THAT ARE COMMITTED TO MAKING A TANGIBLE DIFFERENCE TO THE MOST PRESSING ISSUES AND COMPELLING PROJECTS DESIGNED TO ENHANCE THE QUALITY AND VIBRANCE OF OUR COMMUNITY. AT COMMUNITY FOUNDATION FOR WESTERN IOWA, WE IDENTIFY CURRENT AND EMERGING ISSUES IN ORDER TO HELP OUR INVESTORS CHANNEL RESOURCES AND CREATE A LASTING LEGACY THAT ADDRESSES THE MOST PRESSING NEEDS, ENSURING OUR COMMUNITIES ARE STRONG FOR GENERATIONS TO COME. 4433958 1 1 0 0 0 1 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 16 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X CATHY WRIGHT 7122567007 536 EAST BROADWAY COUNCIL BLUFFS IA 51503 CONNIE CASSON MEMBER 1.00 X 0 0 0 KATHERYNE CUTLER VICE CHAIR 1.00 X X 0 0 0 ANTHONY FAHRENKROG SECRETARY 1.00 X X 0 0 0 ALAN GARDNER MEMBER 1.00 X 0 0 0 SHERYL GARST MEMBER 1.00 X 0 0 0 LUCY HOUGH MEMBER 1.00 X 0 0 0 JOHN JERKOVICH MEMBER 1.00 X 0 0 0 HENRY MCKINLEY CHAIR 1.00 X X 0 0 0 DAN PETERSON MEMBER 1.00 X 0 0 0 CHRISTY SAUSER TREASURER 1.00 X X 0 0 0 DONNA SCHOEPPNER MEMBER 1.00 X 0 0 0 NANCY SCHULZE MEMBER 1.00 X 0 0 0 STEPHEN WILD MEMBER 1.00 X 0 0 0 CHRISTINA BATEMAN MEMBER 1.00 X 0 0 0 KEVIN CABBAGE MEMBER 1.00 X 0 0 0 SHEILA JACOBS MEMBER 1.00 X 0 0 0 DONNA DOSTAL PRESIDENT/CEO 40.00 X 173640 0 7055 173640 0 7055 1 0 1 0 0 37588658 33257612 37588658 1755015 1755015 195930 3301 192629 192629 192629 40686313 39492876 1193437 1193437 1193437 40729739 192629 0 2948452 3653039 3653039 514900 514900 180695 41560 110224 28911 320699 73760 195627 51312 7307 820 4313 2174 38423 8837 23438 6148 27258 27258 11900 11900 113555 113555 125874 113287 12587 505096 126274 55561 323261 97127 9713 72845 14569 12099 12099 5232 1046 2093 2093 11780 11780 25692 25692 22136 22136 MISCELLANEOUS 16036 4009 12027 DUES 10806 8645 2161 MEETINGS 2617 2094 523 5702271 4433958 824574 443739 1659713 17727055 782002 2022157 240500 171000 46649 319785 7877 10512 7036043 109165 6952571 6926878 34950417 56087890 44593080 83311926 610031 697852 4114319 4758423 207364 201864 4931714 5658139 X 39512883 76688352 148483 965435 39661366 77653787 44593080 83311926 35027468 2964953 0 X X 0 1 X 1 0 X 1985039 3045350 2755880 2469174 4778659 15034102 1985039 3045350 2755880 2469174 4778659 15034102 2885112 12148990 877466 845961 718947 731370 1950945 5124689 20158791 0.60270 0.59970 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: STOCK AND CASH DATE: 07/26/24 AMOUNT: 32890999. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65 1092817 2485405 16365984 1 1 0 1 X 27052971 2619339 3851553 3447534 406979 29669350 25894509 1465895 4301485 4295647 313271 27052971 35072919 1824756 -5255695 5459216 288255 25894509 29337902 2296635 5502158 1685356 378420 35072919 14527600 13300957 2213273 485997 217931 29337902 1.00000 0 0 6090546 6090546 902474 79060 823414 18632 10733 7899 24391 19372 5019 6926878 X 43584438 2964953 2964953 40619485 113555 -3301 110254 40729739 5592017 3301 3301 5588716 113555 113555 5702271 PART IV, LINE 2B: FUNDS HELD FOR AGENCIES REPRESENT ASSETS TRANSFERRED TO THE FOUNDATION FOR INVESTMENT MANAGEMENT OR OTHER SPECIFIED PURPOSES BY VARIOUS NON-PROFIT ORGANIZATIONS AND OTHER ENTITIES THAT HAVE DESIGNATED THEMSELVES AS THE BENEFICIARIES IN RECIPROCAL TRANSACTIONS. A NOT-FOR-PROFIT ORGANIZATION ESTABLISHES A FUND AT A COMMUNITY FOUNDATION WITH ITS OWN FUNDS AND SPECIFIES ITSELF OR ONE OF ITS AFFILIATED ORGANIZATIONS AS THE BENEFICIARY OF THE FUND, THE COMMUNITY FOUNDATION ACCOUNTS FOR THE TRANSFER OF SUCH ASSETS AND THE ACTIVITY ASSOCIATED WITH THOSE ASSETS AS A LIABILITY. THE FOUNDATION MAINTAINS VARIANCE POWER, AS DESCRIBED IN THE ARTICLES OF INCORPORATION OF THE FOUNDATION, AND LEGAL OWNERSHIP OVER THESE FUNDS AND, AS SUCH, CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE FOUNDATION. VARIANCE POWER ASSURES DONORS THAT IF THE CHARITABLE PURPOSE OF THEIR CONTRIBUTION BECOMES IMPRACTICAL OR IMPOSSIBLE, THE DISTRIBUTIONS WILL BE DIRECTED TO SIMILAR PURPOSES IN THE COMMUNITY. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, INCOME EARNED IN THE PERFORMANCE OF THE FOUNDATION'S EXEMPT PURPOSE IS NOT SUBJECT TO INCOME TAX. ANY INCOME EARNED THROUGH UNRELATED BUSINESS ACTIVITIES IS SUBJECT TO INCOME TAX AT NORMAL CORPORATE RATES. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAD NO TAX LIABILITY ON UNRELATED BUSINESS ACTIVITY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS THE INTENDED USES FOR FUNDS DESIGNATED BY THE BOARD AS ENDOWMENT FUNDS ARE FOR SCHOLARSHIPS AND DONOR DESIGNATED PURPOSES. THE ORGANIZATION HAS ESTABLISHED 211 FUNDS DESIGNATED BY THE BOARD AS ENDOWMENT FUNDS AS OF THE CURRENT YEAR END. 1 AMERICAN MIDWEST BALLET 1001 S 6TH STREET COUNCIL BLUFFS IA 51501 271093011 501C3 43000 0 ARTS & CULTURE GRANT BOYS AND GIRLS CLUB OF THE MIDLANDS 2610 HAMILTON STREET OMAHA NE 68131 470467350 501C3 13000 0 YOUTH SUPPORT GRANTS CENTRO LATINO OF IOWA 300 W BROADWAY SUITE 40 COUNCIL BLUFFS IA 51503 202931001 501C3 31000 0 HUMAN SERVICES GRANT CHILDRENS SQUARE USA 520 N 7TH STREET COUNCIL BLUFFS IA 51503 420680314 501C3 30081 0 YOUTH SUPPORT GRANTS COUNCIL BLUFFS SCHOOL DISTRICT 300 W BROADWAY SUITE 1600 COUNCIL BLUFFS IA 51503 426001281 GOV 315000 0 YOUTH GRANTS MICAH HOUSE CORPORATION 1415 AVENUE J COUNCIL BLUFFS IA 51501 421292393 501C3 21000 0 HUMAN SERVICES NEW VISIONS HOMELESS SERVICES 1435 N 15TH STREET COUNCIL BLUFFS IA 51501 812668778 501C3 125562 0 HUMAN SERVICES POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT 1001 SOUTH 6TH STREET COUNCIL BLUFFS IA 51501 421185311 501C3 193150 0 ARTS & CULTURE POTTAWATTAMIE CONSERVATION FOUNDATION 227 S 6TH STREET SUITE 204 COUNCIL BLUFFS IA 51501 421405608 501C3 7000 0 ENVIRONMENTAL & ANIMAL RIVERSIDE COMMUNITY SCHOOL DISTRICT 330 PLEASANT ST PO BOX 218 CARSON IA 51525 421403298 GOV 51513 0 EDUCATION GRANT SOUTHWEST IOWA NATURE TRAILS PROJECT 4021 110TH STREET IMOGENE IA 51645 421325845 501C3 15000 0 ENVIRONMENT & ANIMAL DIOCESE OF DES MOINES 601 GRAND AVENUE DES MOINES IA 50309 420680255 501C3 11607 0 RELIGION SUPPORT EAST MILLS CHILD CARE SOLUTIONS 905 2ND AVE PO BOX 421 MALVERN IA 51551 920363647 501C3 11000 0 YOUTH SUPPORT GRANT IOWA LEGAL AID 531 1ST AVENUE SUITE 300 COUNCIL BLUFFS IA 51503 421079227 501C3 6250 0 HUMAN SERVICES IOWA STATE UNIVERSITY FOUNDATION 2505 UNIVERSITY BLVD AMES IA 50010 421143702 GOV 360000 0 YOUTH SUPPORT GRANTS OMAHA BRIDGES OUT OF POVERTY INC PO BOX 540338 OMAHA NE 68154 813496316 501C3 25000 0 HUMAN SERVICES VISION TREYNOR GROUP 15 EAST MAIN STREET TREYNOR IA 51575 273819152 501C3 7000 0 COMMUNITY BETTERMENT YMCA OF GREATER OMAHA 430 S 20TH STREET OMAHA NE 68102 470376586 501C3 10000 0 COMMUNITY BETTERMENT AMERICAN SOCIETY OF AGRICULTURAL AND BIOLOGICAL ENGINEERS 2950 NILES ROAD ST JOSEPH MI 49085 380298762 501C3 6000 0 COMMUNITY BETTERMENT CHARLES E LAKIN HUMAN SERVICES CAMPUS 1515 AVENUE J COUNCIL BLUFFS IA 51501 454639407 501C3 600000 0 HUMAN SERVICES CITY OF MINDEN 207 MAIN STREET MINDEN IA 51553 426004968 GOV 85860 0 COMMUNITY BETTERMENT COMMUNITY ALLIANCE 4001 LEAVENWORTH ST OMAHA NE 68105 470756969 501C3 7500 0 HUMAN SERVICES FAMILY CRISIS CENTERS PO BOX 295 SIOUX CENTER IA 51250 421185690 501C3 10000 0 COMMUNITY BETTERMENT FIREFLY 830 N 14TH STREET SUITE 201 COUNCIL BLUFFS IA 51501 510657063 501C3 10765 0 YOUTH HARRISON COUNTY CONSERVATION BOARD 2725 EASTON TRAIL WOODBINE IA 51579 426004889 501C3 24500 0 ENVIRONMENT & ANIMALS HEARTLAND FAMILY SERVICE 516 EAST BROADWAY COUNCIL BLUFFS IA 51504 470390619 501C3 69479 0 HUMAN SERVICES KANESVILLE RIDERS HONOR GUARD 513 N 27TH STREET COUNCIL BLUFFS IA 51501 471297154 501C3 10000 0 COMMUNITY BETTERMENT KIDS PLACE COMMUNITY CHILD CARE 103 CENTRAL ST 100 GLENWOOD IA 51534 420864701 501C3 20000 0 YOUTH MINDEN COMMUNITY CLUB PO BOX 131 MINDEN IA 51553 421146848 501C3 231000 0 DISASTER RELIEF REVITALIZATION ASSOCIATION OF WEEPING WATER NEBRASKA PO BOX 212 WEEPING WATER NE 68463 862648227 501C3 100000 0 COMMUNITY BETTERMENT SAINT ALBERT EDUCATIONAL FOUNDATION 401 GLEASON AVE COUNCIL BLUFFS IA 51504 743214101 501C3 5785 0 YOUTH SOUTHWEST IOWA NONPROFIT FOR COLLECTIVE IMPACT 18502 VINTON STREET OMAHA NE 68130 851309249 501C3 1000000 0 COMMUNITY BETTERMENT SOUTHWEST IOWA TECHNICAL CAREER HUB 58962 380TH STREET HASTINGS IA 51540 884049633 501C3 10000 0 EDUCATION SHELBY COUNTY BOARD OF CATHOLIC EDUCATION 1912 18TH STREET HARLAN IA 51537 421368324 501C3 10609 0 EDUCATION ST PATRICK CATHOLIC CHURCH 4 VALLEY VIEW DRIVE COUNCIL BLUFFS IA 51503 420710284 501C3 14245 0 RELIGION STANTON CHILD RESOURCE CENTER 711 PROSPECT STREET STANTON IA 51573 331120226 501C3 11900 0 EDUCATION UNION PACIFIC MUSEUM ASSOCIATION 200 PEARL STREET COUNCIL BLUFFS IA 51503 421495882 501C3 29924 0 COMMUNITY BETTERMENT VISION ATLANTIC PO BOX 344 ATLANTIC IA 50022 950683551 501C3 10000 0 COMMUNITY BETTERMENT COUNCIL BLUFFS SCHOOLS FOUNDATION 300 W BROADWAY SUITE 212 COUNCIL BLUFFS IA 51503 421374146 501C3 5103 0 EDUCATION 41 SCHOLARSHIPS 143 514900 PART I, LINE 2: ALL COMMUNITY IMPACT, WOMEN'S FUND AND MENTAL HEALTH & SUBSTANCE ABUSE FUND GRANTEES ARE REQUIRED TO SIGN AN ONLINE GRANT AGREEMENT BEFORE FUNDS ARE RELEASED. IN THIS AGREEMENT, THE GRANTEE AGREES THAT: GRANT FUNDS ARE TO BE SOLELY USED FOR THE PROJECT AND ITEMS AS OUTLINED BY THE COMMUNITY FOUNDATION AND THAT ANY FUNDS NOT USED FOR THE SPECIFIC PURPOSE OF THE GRANT MUST BE RETURNED TO THE FOUNDATION, UNLESS OTHERWISE AUTHORIZED IN WRITING BY THE COMMUNITY FOUNDATION; NO PART OF THE FUNDS RECEIVED WILL BE USED TO CARRY ON PROPAGANDA, INFLUENCE LEGISLATION, INFLUENCE THE OUTCOME OF ANY SPECIFIC PUBLIC ELECTION, OR CARRY ON, DIRECTLY OR INDIRECTLY, ANY VOTER REGISTRATION DRIVE; A CONDITION OF THIS GRANT IS THAT THE GRANTEE AGREES TO SUBMIT FISCAL AND NARRATIVE REPORTS BY THE IDENTIFIED DUE DATES. PART IV - ADDITIONAL INFORMATION THE ORGANIZATION HOLDS FUNDS FOR THE SOUTHWEST IOWA EDUCATIONAL FOUNDATION (SWIEF) AND ADMINISTERS SCHOLARSHIP AWARDS ON THEIR BEHALF. THE SWIEF BOARD OF DIRECTORS USES A BLIND APPLICATION PROCESS AND REVIEWS AND SCORES ALL APPLICATIONS AND PROVIDES THE ORGANIZATION WITH A LIST OF RECIPIENTS. THESE FUNDS ARE PROVIDED DIRECTLY TO THE RECIPIENTS' SCHOOL OF CHOICE ON THEIR BEHALF. SWIEF SCHOLARSHIPS ARE LIMITED TO STUDENTS WHO ATTEND HIGH SCHOOL IN SOUTHWEST IOWA (CASS, FREMONT, HARRISON, MILLS, MONTGOMERY, PAGE AND SHELBY COUNTIES ARE ELIGIBLE TO APPLY). X X 0 0 0 0 0 0 0 0 0 DONNA DOSTAL PRESIDENT/CEO 173640 0 0 0 0 0 5288 0 1767 0 180695 0 0 0 PART I, LINE 3 A MARKET ANALYSIS OF THE JOB TITLE AND FUNCTION IS SOUGHT OUT AND COMPENSATION IS SET IN ACCORDANCE WITH OTHER FOUNDATIONS OF OUR SIZE AND LEVEL OF DEVELOPMENT. X 3 33257612 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND THE BOARD OF DIRECTORS REVIEW THE 990 PRIOR TO SUBMISSION FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER ANNUALLY RECEIVES, READS, UNDERSTANDS AND AGREES TO COMPLY WITH THE CONFLICT OF INTEREST POLICY IN ORDER FOR THE FOUNDATION TO MAINTAIN ITS FEDERAL TAX EXEMPT STATUS FORM 990, PART VI, SECTION B, LINE 15 A MARKET ANALYSIS OF THE JOB TITLE AND FUNCTION IS SOUGHT OUT AND COMPENSATION IS SET IN ACCORDANCE WITH OTHER FOUNDATIONS OF OUR SIZE AND LEVEL OF DEVELOPMENT. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. PCCF GREEN LLC 536 EAST BROADWAY COUNCIL BLUFFS IA 51503 843030580 FARM RENTAL IA 198821 5969483 COMMUNITY FOUNDATION