2025-08-20T14:22:37-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 391585271 THE STATELINE COMMUNITY FOUNDATION INC STAT 6083624228 690 THIRD STREET 110 BELOIT WI 53511 BONNIE WETTER TREASURER 6083624228 2025-06-26 1 1 MIKE HABLEWITZ CPA P01259157 6082744020 2025-06-25 2024 2025-03-06 01:10:19Z TARA TINDER 690 THIRD STREET 110 BELOIT WI 53511 3968474 0 X STATELINECF.ORG X 1986 WI STATELINE COMMUNITY FOUNDATION IS DEDICATED TO IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS THROUGH STRATEGIC PARTNERSHIPS, INFORMED GRANTMAKING, AND INSPIRED PHILANTHROPY. 15 15 6 100 0 0 741744 462921 56840 16985 487246 981427 0 0 1285830 1461333 400862 438900 0 0 484962 507589 0 0 89458 352172 226417 1237996 1172906 47834 288427 14849412 15556441 1445935 1321026 13403477 14235415 X STATELINE COMMUNITY FOUNDATION IS DEDICATED TO IDENTIFYING AND RESPONDING TO COMMUNITY NEEDS THROUGH STRATEGIC PARTNERSHIPS, INFORMED GRANTMAKING, AND INSPIRED PHILANTHROPY. 0 0 764866 438900 16985 SCF MANAGED 166 FUNDS IN 2024 INCLUDING 10 NEW FUNDS ALL GOVERNED BY FORMAL AGREEMENTS INDICATING THE DONOR'S CHARITABLE INTENT. CONTRIBUTIONS OF $880,028 WERE MADE BY 385 DONORS. THE COMPETITIVE GRANT PROGRAM MADE 145 GRANTS TO 70 AGENCIES SUPPORTING ANIMAL AND ENVIRONMENTAL WELFARE, THE ARTS, COMMUNITY DEVELOPMENT, CAPACITY BUILDING, EDUCATION, AND HEALTH AND HUMAN SERVICES IN OUR SERVICE AREA. SCFS ROBUST SCHOLARSHIP PROGRAM AWARDED 80 SCHOLARSHIPS TO 61 HIGH SCHOOL GRADUATES AND ADULT LEARNERS. 55 VOLUNTEERS REVIEWED THE APPLICATIONS OF BOTH COMPETITIVE PROGRAMS. THE WOMEN'S FUND ADDRESSES FUNDING GAPS IN THE NEEDS OF WOMEN AND GIRLS IN BELOIT FOCUSING ON: HEALTH AND STABILITY, SAFETY AND SECURITY, OPPORTUNITY, AND LEADERSHIP. THE LITERACY FOR LIFE INITIATIVE FOCUSES ON THE BENEFITS OF PARENT-CHILD COMMUNICATION INCLUDING IMPROVED OUTCOMES IN HEALTH, EDUCATION, TEEN RISK BEHAVIORS, CRIME, INCOME, AND EMPLOYMENT. 764866 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 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 9 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 WI IL X CHRISTINE GREEN 6083624228 690 THIRD STREET STE 110 BELOIT WI 53511 ANN SITRICK JOYCE CHAIR 1.00 X X 0 0 0 BILL LOCK IMMEDIATE PAST CHAIR 1.00 X 0 0 0 TIM LESLIE SECRETARY 1.00 X X 0 0 0 BONNIE WETTER TREASURER 1.00 X X 0 0 0 STEPHANIE KNUEPPEL DIRECTOR 1.00 X 0 0 0 FRANCISCA REYNA DIRECTOR 1.00 X 0 0 0 ALLISON EBANY DIRECTOR 1.00 X 0 0 0 J MARC PERRY DIRECTOR 1.00 X 0 0 0 RON WHITLEY DIRECTOR 1.00 X 0 0 0 JEFF VOHS DIRECTOR 1.00 X 0 0 0 MELISSA BEAVERS DIRECTOR 1.00 X 0 0 0 TIM LINDAU DIRECTOR 1.00 X 0 0 0 MIRANDA BECKER DIRECTOR 1.00 X 0 0 0 NOMMO DONALD DIRECTOR 1.00 X 0 0 0 JESSE HARRISON DIRECTOR 1.00 X 0 0 0 TARA TINDER EXECUTIVE DIRECTOR 40.00 X 92120 0 2764 CHRISTINE GREEN ASSOCIATE DIRECTOR 40.00 X 102301 0 24569 194421 0 27333 1 0 0 0 0 462921 462921 MANAGEMENT FEES 525920 16985 16985 16985 377436 377436 3111132 2507141 603991 603991 603991 1461333 16985 0 981427 236153 236153 202747 202747 94884 37954 28465 28465 340896 188254 117903 34739 9473 5013 3454 1006 30460 15504 10296 4660 31876 15938 11157 4781 20715 20715 64248 64248 11025 5612 3726 1687 25938 5801 14388 5749 14631 5901 6166 2564 40864 24053 16464 347 33765 17187 11413 5165 5782 2339 3387 56 1198 800 398 1125 573 380 172 DUES AND SUBSCRIPTIONS 6110 814 5296 1016 223 726 67 1172906 764866 318582 89458 6291 30729 808436 673311 302109 90883 23584 26731 26092 17717 32474 32474 0 0 13087519 14101603 595381 615467 14849412 15556441 15639 15962 136569 197276 1217001 1056674 76726 51114 1445935 1321026 X 1293314 1779991 12110163 12455424 13403477 14235415 14849412 15556441 X 288427 498269 45242 X 0 1 X 1 0 X 136870 793982 632141 741744 462921 2767658 136870 793982 632141 741744 462921 2767658 643096 2124562 230373 403270 252829 304591 377436 1568499 12521 16196 28717 4364874 87041 0.48670 0.48320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MANAGEMENT FEES - 2020 AMOUNT: $ 12,521. 2021 AMOUNT: $ 16,196. OTHER PROGRAM REVENUE - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 141 0 271997 21400 327609 569020 14299296 1 1 0 1 X 11457315 1006686 1405060 740279 229795 12898987 10031347 324997 1777572 470445 206156 11457315 12469181 477810 -2530144 186975 198525 10031347 12105772 612563 1566066 1538119 277101 12469181 11808358 72209 1245152 784787 235160 12105772 0.08520 0.91480 0.00000 0 0 7497 7497 0 24977 24977 0 0 OPERATING LEASE LIABILITY 51114 51114 1975335 498269 34739 -19006 514002 1461333 0 1461333 1143397 34739 34739 1108658 64248 64248 1172906 PART IV, LINE 2B: THE FOUNDATION RECORDS THE RECEIPT OF AN ASSET FROM A RESOURCE PROVIDER FOR THE BENEFIT OF THE RESOURCE PROVIDER OR ITS AFFILIATE AS A LIABILITY AND NOT A CONTRIBUTION. THE FOUNDATION HAS VARIANCE POWER OVER THE ASSETS, BUT DUE TO THE RECIPROCAL NATURE OF THE TRANSACTION, THE RECEIPT IS RECORDED AS A LIABILITY CALLED FUNDS HELD FOR THE BENEFIT OF OTHERS IN THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS INCLUDE BOARD DESIGNATED ENDOWMENT FUNDS FOR THE PURPOSE OF FURTHERING THE FOUNDATION'S MISSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -64,248. CHANGE IN VALUE OF PERPETUAL CHARITABLE TRUST 45,242. 1 BELOIT HEALTH SYSTEM 1969 W HART ROAD BELOIT WI 53511 391028081 501(C)(3) 12100 0 HEALTH AND HUMAN SERVICES BELOIT HISTORICAL SOCIETY 845 HACKETT STREET BELOIT WI 53511 396053742 501(C)(3) 13159 0 ARTS AND CULTURE BELOIT JANESVILLE SYMPHONY ORCHESTRA INC PO BOX 185 BELOIT WI 53512 396058829 501(C)(3) 12350 0 ARTS AND CULTURE BELOIT PUBLIC LIBRARY 605 ECLIPSE CENTER BELOIT WI 53511 396005397 501(C)(3) 8100 0 EDUCATION BELOIT HEALTH SYSTEM FOUNDATION INC 1969 W HART ROAD BELOIT WI 53511 391477854 501(C)(3) 5160 0 HEALTH AND HUMAN SERVICES CARITAS INC 2840 PRAIRIE AVE BELOIT WI 53511 391304689 501(C)(3) 23600 0 HEALTH AND HUMAN SERVICES CITY OF BELOIT 100 STATE STREET BELOIT WI 53511 396005397 GOVERNMENT 8982 0 COMMUNITY DEVELOPMENT & CAPACITY BUILDING FRIENDS OF PAUL'S COMPUTER INSTITUTE 413 HIGHLAND AVENUE CLINTON WI 53525 391961497 501(C)(3) 24200 0 EDUCATION FRIENDS OF RIVERFRONT INC 1003 PLEASANT STREET BELOIT WI 53511 391808808 501(C)(3) 18600 0 ARTS AND CULTURE FRIENDS OF THE WELTY ENVIRONMENTAL CENTER INC 1201 BIG HILL COURT BELOIT WI 53511 391951248 501(C)(3) 5400 0 ANIMAL & ENVIRONMENTAL LITTLE TURTLE'S PLAYHOUSE INC 819 CLARY STREET BELOIT WI 53511 463150092 501(C)(3) 9900 0 HEALTH AND HUMAN SERVICES SCHOOL DISTRICT OF BELOIT 1500 FOURTH ST BELOIT WI 53511 396000935 ROCK COUNTY 10403 0 EDUCATION STATELINE BOYS & GIRLS CLUBS INC 202 MAPLE AVE BELOIT WI 53511 390974673 501(C)(3) 6912 0 HEALTH & HUMAN SERVICES UNITED CHURCH OF BELOIT 657 BLUFF STREET BELOIT WI 53511 461571867 501(C)(3) 14450 0 COMMUNITY DEVELOPMENT AND CAPACITY BUILDING GREEN-ROCK AUDUBON SOCIETY INC PO BOX 1986 BELOIT WI 53511 391724790 501(C)(3) 5160 0 ANIMAL & ENVIRONMENTAL KANDU INDUSTRIES INC 15 PLUMB STREET MILTON WI 53563 391023165 501(C)(3) 5300 0 HEALTH & HUMAN SERVICES BELOIT COLLEGE 700 COLLEGE STREET BELOIT WI 53511 390808497 501(C)(3) 9000 0 SCHOLARSHIPS 17 0 SCHOLARSHIPS 76 202747 PART I, LINE 2: AT THE TIME OF THE AWARD THE GRANTEE IS INFORMED IN A GRANT AWARD LETTER THAT STATELINE COMMUNITY FOUNDATION (SCF) REQUIRES A DETAILED FOLLOW UP REPORT. THE REPORT REQUIRES A DETAILED BUDGET ALONG WITH THE ANTICIPATED RESULTS/OUTCOMES OF THE PROJECT. THE GRANTEE IS REQUIRED TO CONTACT SCF IF THE ORIGINAL INTENT OF THE GRANT IS CHANGED. IF OTHER FUNDING IS ACQUIRED BY THE GRANTEE, THE GRANTEE MUST RETURN THE GRANTED FUNDS TO SCF. THE EXECUTIVE DIRECTOR ALSO IS IN CONTACT WITH THE GRANTEE TO MONITOR THE USE OF THE FUNDS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE AUDITORS. WHEN COMPLETED, IT IS REVIEWED FOR ACCURACY BY THE ASSOCIATE DIRECTOR AND EXECUTIVE DIRECTOR. THE FINANCE & INVESTMENT COMMITTEE REVIEW AND RECOMMEND BOARD ACCEPTANCE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY BY EACH BOARD OF DIRECTORS MEMBER, WHICH ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR AND THE BOARD CHAIR. IF THERE IS A CONFLICT DURING THE DISCUSSION AND VOTING PROCESS, THIS IS NOTED AND THE BOARD MEMBER INVOLVED IS EXCUSED FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION REVIEWS COMPARABLE INDUSTRY SPECIFIC AND NOT-FOR-PROFIT SALARY DATA TO DETERMINE SALARY RANGES. THE EXECUTIVE COMMITTEE REVIEWS AND RECOMMENDS FINAL SALARY RANGES TO THE FINANCE AND INVESTMENT COMMITTEE AS A LINE ITEM OF THE ANNUAL OPERATING BUDGET. THE BOARD ACTS ON RECOMMENDATIONS OF THE FINANCE AND INVESTMENT COMMITTEE. 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. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PERPETUAL CHARITABLE TRUST 45,242.