2025-11-12T15:15:07-06:00 2025-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-07-01 237292786 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION CEDA 3197390411 450 5TH AVE SE CEDAR RAPIDS IA 52401 DEREK JOHANSEN TREASURER 3197390411 2025-11-10 1 1 BRIAN ARONSON CPA P01425251 3192346885 2025-11-10 2024 2025-03-06 01:10:19Z CHARITY TYLER 450 5TH AVE SE CEDAR RAPIDS IA 52401 11169239 0 X HTTP://WWW.CRLIBRARY.ORG/FOUNDATION X 1974 IA THE FOUNDATION MOBILIZES RESOURCES AND RELATIONSHIPS THAT EMPOWER OUR LIBRARY. 14 14 3 15 0 0 3853857 3520765 0 0 328930 2038403 1500 20022 4184287 5579190 200791 11473655 0 0 262907 279170 24919 3400 148826 156328 173751 644945 11929976 3539342 -6350786 16356874 17521950 1786586 9043476 14570288 8478474 X THE FOUNDATION MOBILIZES RESOURCES AND RELATIONSHIPS THAT EMPOWER OUR LIBRARY TO DELIVER INNOVATIVE PROGRAMS AND SERVICES. 1 0 8975251 8975251 IN 2022, THE CEDAR RAPIDS PUBLIC LIBRARY TRUSTEES REQUESTED THE FOUNDATION TO CONDUCT A $10,000,000 CAPITAL CAMPAIGN KNOWN AS THE INSPIRING BIG DREAMS CAMPAIGN TO BUILD A NEW WESTSIDE LIBRARY. IN 2025, THE FOUNDATION MADE A PROMISE TO GIVE TO THE TRUSTEES OF $10,000,000 OVER FOUR YEARS IN SUPPORT OF THE NEW WESTSIDE LIBRARY. THE EXPENSE AND GRANT PAYABLE WERE RECOGNIZED IN 2025 AT THE PRESENT VALUE USING A DISCOUNT RATE OF 4.03%. 2110787 2102000 THE LIBRARY FOUNDATION CONTINUES TO SUPPORT OUR LIBRARY STAFF YEAR-ROUND WITH CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. THE LIBRARY FOUNDATION USES STORYTELLING TO RAISE AWARENESS OF LIBRARY PROGRAMS AND SERVICES THROUGH NEWSLETTER PUBLICATIONS AND BROCHURES SHARED AT SPEAKING EVENTS.THE FOUNDATION ALSO TRANSFERRED OWNERSHIP OF 15 ACRES OF LAND TO THE CEDAR RAPIDS PUBLIC LIBRARY AND CITY OF CEDAR RAPIDS. THIS LAND WAS PURCHASED IN AUGUST 2022 IN ANTICIPATION OF THE NEW WESTSIDE LIBRARY FACILITY'S CONSTRUCTION. THE FOUNDATION LEVERAGED FUNDS FROM THE NADINE E. SANDBERG ESTATE TO ACQUIRE THE PROPERTY. 211492 143069 THE CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION SUPPORTED OUR LIBRARY'S EFFORTS TO PROMOTE ACCESS, LITERACY, AND INCLUSION FOR ALL AGES. DOLLY PARTON'S IMAGINATION LIBRARY ENTERED ITS SEVENTH YEAR OF SENDING FREE, AGE-APPROPRIATE BOOKS TO CHILDREN UNDER 5 IN CEDAR RAPIDS. AS OF JUNE 30, 2025, WE HAVE MAILED MORE THAN 449,770 BOOKS TO CHILDREN IN CEDAR RAPIDS, AND MORE THAN 8,349 HAVE GRADUATED FROM THE PROGRAM.OUR LIBRARY'S PARTNERSHIP WITH CARGILL ENTERED ITS 34TH YEAR AND CONTINUES TO FUND OUTREACH PROGRAMS FOR PRESCHOOLS SERVING AT-RISK CHILDREN. DURING THE 2024-25 SCHOOL YEAR, LIBRARY STAFF PROVIDED SIX CLASSROOM VISITS PER MONTH (54 VISITS THROUGHOUT THE YEAR) REACHING A TOTAL OF 156 PRESCHOOLERS AGES TWO TO FIVE. THEY ALSO DELIVERED 1,404 BOOKS ALONG WITH CUSTOMIZED ACTIVITY SHEETS FOR EACH BOOK. 26018 17600 AN INNOVATIVE ADDITION TO THE LIBRARY'S PROGRAMS AND OUTREACH IN 2021 WAS A MOBILE TECHNOLOGY LAB (MTL). IN FY25, THE MTL CONTINUED OFFERING TECH TO GO PROGRAMS THROUGHOUT THE COMMUNITY. THE VAN MADE 46 PARK VISITS ACROSS 17 UNIQUE LOCATIONS AND SERVED MORE THAN 5,000 PEOPLE. ADDITIONALLY, THE LIBRARY'S MTL CONDUCTED 26 OUTREACH VISITS AND LED 72 TOTAL PROGRAMS THROUGHOUT CEDAR RAPIDS.OUR LIBRARY'S INTERGENERATIONAL READING PROGRAM WAS REBRANDED AS THE SUMMER READING CHALLENGE IN 2024. THIS SUMMER (2025), THERE WERE 2,242 READERS REGISTERED AND COLLECTIVELY, THESE REGISTRANTS READ MORE THAN 2.6 MILLION MINUTES IN JUNE AND JULY. FOR THE INTERACTIVE, IN-PERSON COMPONENT, LIBRARY STAFF HOSTED 409 PROGRAMS WITH ATTENDANCE OF MORE THAN 18,000 PEOPLE. 200000 200000 IN 2024, IT BECAME APPARENT THAT THE DOWNTOWN LIBRARY'S 4TH AVENUE OUTDOOR PLAZA WAS IN NEED OF REPAIR. THE PERMEABLE PAVERS USED DURING CONSTRUCTION HAD NOT WITHSTOOD IOWA'S WINTERS, AND ITS UNEVEN SURFACE WAS BECOMING MORE DIFFICULT TO TRAVERSE FOR OUR MOBILITY-COMPROMISED PATRONS AND COMMUNITY MEMBERS. THE LIBRARY TRUSTEE'S BUILDING COMMITTEE SOUGHT DESIGN BIDS, AND IN FALL 2025, THE 4TH AVENUE PLAZA WAS RENOVATED WITH LONG-TERM, PUBLIC USE IN MIND. 52825 35735 THE CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION CONTINUES TO SUPPORT OUR LIBRARY'S EFFORTS TO PROVIDE ACCESS TO ROBUST MATERIALS THROUGH THEIR PRINT AND ONLINE COLLECTIONS.IN 2022, THE LIBRARY ASKED THE FOUNDATION TO FUND PRESSREADER. THIS DIGITAL RESOURCE OFFERS UNLIMITED ACCESS TO OVER 7,000 OF THE WORLD'S TOP NEWSPAPERS AND MAGAZINES. SUPPORTING ACCESS AND INCLUSION, THIS RESOURCE OFFERS PUBLICATIONS FROM COUNTRIES AROUND THE WORLD. TITLES OUR PATRONS CAN ACCESS INCLUDE THE GUARDIAN, LOS ANGELES TIMES, NEWSWEEK, DAILY MAIL, L'EQUIPE, DER TAGGESSPIEGEL, LIBERATION, CHINA DAILY, AND LARAZON, ALONG WITH THOUSANDS OF OTHERS. IN FY25, 292 UNIQUE USERS VIEWED MORE THAN 32,981 ITEMS. THE LANGUAGES ACCESSED INCLUDE ENGLISH, SPANISH, FRENCH, CHINESE, ITALIAN, AND PORTUGUESE. 278843 253335 11576373 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 1 3 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 1 1 1 1 1 1 1 0 0 X CHARITY TYLER 3197390411 450 5TH AVE SE CEDAR RAPIDS IA 52401 JULIE ROSENBOHM PRESIDENT 0.50 X X 0 0 0 BEN CLARK VICE PRESIDENT 0.30 X X 0 0 0 DEREK JOHANSEN TREASURER 1.00 X X 0 0 0 JENNIFER PEDEN SECRETARY 0.30 X X 0 0 0 SEAN WILLIAMS DIRECTOR 0.30 X 0 0 0 ANDREW GORDON DIRECTOR 0.30 X 0 0 0 JEREMY ELGES DIRECTOR 0.30 X 0 0 0 MEGAN MURPHY-SALYER DIRECTOR 0.30 X 0 0 0 SALMA IGRAM DIRECTOR 0.30 X 0 0 0 JEN CONWELL DIRECTOR 0.30 X 0 0 0 MARC WALLACE DIRECTOR 0.30 X 0 0 0 JADE HART DIRECTOR 0.30 X 0 0 0 MONICA CHALLENGER DIRECTOR 0.30 X 0 0 0 RICK KULLANDER DIRECTOR 0.30 X 0 0 0 CHARITY TYLER EXECUTIVE DIRECTOR 45.00 X 0 96784 31292 0 96784 31292 0 0 0 0 0 24172 3496593 143464 3520765 301745 301745 4873790 2445474 4164555 1418051 709235 1027423 1736658 1736658 7443 24172 7443 0 OTHER INCOME 900099 20022 20022 20022 5579190 20022 0 2038403 11335743 11335743 137912 137912 136708 47848 20506 68354 89763 27176 35410 27177 37650 18825 18825 15049 4864 4127 6058 75061 75061 3400 3400 48316 48316 360 360 26587 5274 21313 3339 3339 6998 6998 5335 5335 7755 4005 3750 11929976 11576373 204777 148826 329487 119367 1115840 1901422 2713943 2672306 12685 10932 3514051 8656150 10957177 0 1845185 14718 15561 16356874 17521950 59895 68225 0 8975251 1726691 0 1786586 9043476 X 6120298 3993948 8449990 4484526 14570288 8478474 16356874 17521950 X -6350786 259123 -151 X 0 1 X 1 0 X 362547 354319 919338 3853857 3519138 9009199 362547 354319 919338 3853857 3519138 9009199 3073297 5935902 189464 323281 217459 243834 301745 1275783 4787 9451 6902 27465 48605 10333587 0.57440 0.60830 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 2,500. 2023 AMOUNT: $ 1,500. 2024 AMOUNT: $ 20,022. FUNDRAISING INCOME - 2021 AMOUNT: $ 4,787. 2022 AMOUNT: $ 6,951. 2023 AMOUNT: $ 5,402. 2024 AMOUNT: $ 7,443. SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST DATE: 06/30/21 AMOUNT: 1809816. DESCRIPTION: BEQUEST DATE: 06/30/22 AMOUNT: 12008. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4638779 144245 313302 631 74434 5021261 4368952 2902 341361 622 73814 4638779 4214512 2887 222431 625 70253 4368952 4577458 2931 -297439 603 67835 4214512 3995494 2864 644933 613 65220 4577458 0.41210 0.32160 0.26630 1 0 0 PRIVATE INVESTMENTS 1845185 F 1845185 5789845 259123 -151 258972 5530873 48317 48317 5579190 11881659 0 11881659 48317 48317 11929976 PART V, LINE 4: THE FOUNDATION'S QUASI AND PERMANENT ENDOWMENTS CONSIST OF VARIOUS FUNDS ESTABLISHED TO PROVIDE INCOME TO MEET THE FOUNDATION'S ANNUAL OPERATING NEEDS AND TO PROVIDE FUNDS FOR ONGOING SUPPORT TO THE CEDAR RAPIDS PUBLIC LIBRARY IN THE AREAS OF BOOKS AND MATERIALS, CHILDREN'S SERVICES, AND GENERAL NEEDS ABOVE WHAT PUBLIC FUNDING IS ABLE TO PROVIDE. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET CHANGE IN ASSETS HELD BY GCRCF 1,474. DONATED AUCTION ITEMS -1,625. LIT VINES 31615 24172 7443 4342 3101 31615 24172 7443 4342 3101 7443 0 1 CITY OF CEDAR RAPIDS CEDAR RAPIDS PUBLIC LIBRARY 450 5TH AVE SE CEDAR RAPIDS IA 52401 426004336 GOVERNMENT 9239743 2096000 COST LAND PROGRAM SUPPORT; DOWNTOWN LIBRARY CAPITAL IMPROVEMENTS; WESTSIDE LIBRARY CAPITAL; WESTSIDE LIBRARY LAND 1 BOOKS 4900 137912 FMV BOOKS GIVEN TO CEDAR RAPIDS CHILDREN UNDER AGE 5 PART I, LINE 2: THE FOUNDATION HAS A SPENDING POLICY AND DISTRIBUTES 3% OF A 3 YEAR ROLLING AVERAGE VALUE OF THE PERMANENTLY RESTRICTED FUND TO THE LIBRARY ANNUALLY. NO MONITORING HAS BEEN DEEMED NECESSARY IN ORDER FOR FUNDS TO BE UTILIZED FOR THEIR INTENDED PURPOSE. HOWEVER, THE FOUNDATION WILL ALSO PROVIDE GRANTS TO THE LIBRARY FOR SPECIFIC PROJECTS FOR WHICH THE LIBRARY REQUIRES ASSISTANCE. THE FOUNDATION'S BOARD WILL REVIEW EACH REQUEST, IF THE EXPENDITURE IS APPROVED BY THE FOUNDATION'S BOARD THE NEXT STEP IS TO GATHER SUBSTANTIATION FROM THE LIBRARY BEFORE FUNDS ARE DISPENSED. THE DOLLY PARTON IMAGINATION LIBRARY VIA THE DOLLYWOOD FOUNDATION INVOICES THE FOUNDATION MONTHLY BASED ON THE NUMBER/AGE OF CHILDREN IN THE FOUNDATION'S DATABASE AND DISTRIBUTES THE BOOKS ACCORDINGLY. X 7 141839 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF NON-CASH TRANSACTIONS. FORM 990, PART III, LINE 2 WESTSIDE LIBRARY CAPITAL - SEE LINE 4A. FORM 990, PART VI, SECTION A, LINE 1A THE GOVERNING BODY DELEGATES AUTHORITY TO THE EXECUTIVE AND FINANCE COMMITTEES, WHICH ARE ABLE TO ACT ON THE BOARD'S BEHALF BETWEEN BOARD MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS GIVEN TO THE FINANCE COMMITTEE FOR THEIR REVIEW. THE FINAL VERSION OF THE 990 IS SUBMITTED TO THE ENTIRE BOARD FOR APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE COPY OF THE CONFLICT OF INTEREST STATEMENT IS FURNISHED TO EACH DIRECTOR, VOLUNTEER COMMITTEE MEMBER, CONTRACT ACCOUNTANT, AND EMPLOYEE OF THE CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION, AND EACH SUCH PERSON IS REQUIRED TO ANNUALLY EXECUTE A DECLARATION DISCLOSING ANY RELATIONSHIPS OR MEMBERSHIPS WHICH MAY PRESENT A POTENTIAL CONFLICT OF INTEREST, OR AN APPEARANCE OF A CONFLICT, AND SHALL INDICATE THAT HE/SHE HAS READ, UNDERSTANDS, AND AGREES TO ADHERE TO THE POLICY AS STATED. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR EVALUATION OF ANY POTENTIAL CONFLICTS OF INTEREST. IN THE EVENT SUCH CONFLICT IS CONSIDERED TO JEOPARDIZE THE STATUS OF THE FOUNDATION, THE COMMITTEE IS RESPONSIBLE FOR MAKING RECOMMENDATIONS TO THE BOARD OF DIRECTORS REGARDING A DISPOSITION. IF A DIRECTOR OR VOLUNTEER IS FOUND TO HAVE A CONFLICT OF INTEREST, THE CONFLICTED PARTY SHALL ABSENT THEMSELVES AND REFRAIN FROM ANY REVIEW OF AND VOTE REGARDING THE MATTER, AND SHALL NOT ATTEMPT TO AFFECT ANY DECISION REGARDING THE TRANSACTION. SIGNED CONFLICT OF INTEREST FORMS ARE KEPT ON FILE FOR A ONE YEAR TIME PERIOD UNTIL NEW FORMS ARE SIGNED. FORM 990, PART VI, SECTION B, LINE 15A A PERSONNEL COMMITTEE CONSISTING OF LIBRARY DIRECTOR, FOUNDATION BOARD PRESIDENT, TRUSTEE PRESIDENT, AND FOUNDATION VICE PRESIDENT REVIEW FEEDBACK ON EXECUTIVE DIRECTOR PERFORMANCE. THE BOARD OF DIRECTORS MEETS ANNUALLY WITH THE EXECUTIVE DIRECTOR TO CONDUCT A PERFORMANCE REVIEW AND MAKE RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS. COMPARATIVE STUDIES OF OTHER NONPROFIT EXECUTIVE COMPENSATION THROUGH THE ASSOCIATION OF FUNDRAISING PROFESSIONALS AND GUIDESTAR WERE USED TO AID IN DETERMINING COMPENSATION. ALL ADJUSTMETNS ARE VOTED ON AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION ON THE LIBRARY'S WEB SITE. THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: ASSET HELD BY GCRF 1,474. DONATED AUCTION ITEMS -1,625. BIG DREAMS LLC 450 5TH AVE SE CEDAR RAPIDS IA 52401 REAL ESTATE HOLDINGS IA 1027423 CEDAR RAPIDS PUBLIC LIBRARY FOUNDATION