2025-06-19T10:16:24-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 3402 OAKWOOD MALL DRIVE SUITE 100 EAU CLAIRE WI 547017672 990 2024-01-01 391819945 COMMUNITY FOUNDATION OF DUNN COUNTY INC COMM 7152328019 800 WILSON AVENUE 235 MENOMONIE WI 547512513 GEORGINA TEGART EXECUTIVE DIRECTOR 7152328019 2025-06-11 1 1 DAWN YARRINGTON P01584414 7158521100 2025-05-19 2024 2025-03-06 01:10:19Z GEORGINA TEGART 800 WILSON AVENUE 235 MENOMONIE WI 547512513 4219182 0 X WWW.CFDUNNCOUNTY.ORG X 1995 WI THE COMMUNITY FOUNDATION OF DUNN COUNTY PROMOTES CHARITABLE GIVING AS A WAY TO CREATE A PERMANENT SOURCE OF CAPITAL TO BENEFIT AND ENRICH THE QUALITY OF LIFE IN THE DUNN COUNTY AREA. 17 17 6 57 0 0 1304120 1293125 17840 22648 -364460 715016 -11036 10633 946464 2041422 328796 606558 0 0 167360 203442 0 0 43049 193553 257199 689709 1067199 256755 974223 10277709 11638064 1565875 1748615 8711834 9889449 OUR MISSION IS TO ADVANCE PHILANTHROPY IN DUNN COUNTY TO IMPROVE THE LIFE OF ALL OUR CITIZENS, STRENGTHEN OUR NONPROFIT SECTOR, AND GIVE BACK THROUGH STRATEGIC GRANTMAKING AND SUPPORT FOR COMMUNITY PROJECTS. 0 0 913889 606558 22648 COMPETITIVE GRANTS WERE AWARDED IN THE AREAS OF ARTS AND CULTURE, COMMUNITY DEVELOPMENT, EDUCATION, AND THE ENVIRONMENT, HEALTH, HERITAGE AND HUMANITARIAN NEEDS. WE ALSO PROVIDED FISCAL SPONSORSHIP SUPPORT FOR VARIOUS START UP ORGANIZATIONS AND/OR COMMUNITY ORGANIZATIONS AND PROVIDED GUIDANCE TO NON-PROFIT ORGANIZATIONS FOR PLANNED GIVING PROGRAMS. 913889 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 1 0 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 5 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 WI X GEORGINA TEGART 7152328019 800 WILSON AVENUE SUITE 235 MENOMONIE WI 54751 WILLIAM BUTSIC CHAIR 2.00 X X 0 0 0 BRADLEY WAZNIK VICE CHAIR 2.00 X X 0 0 0 MICHAEL FEKETE TREASURER 2.00 X X 0 0 0 KAREN STYER SECRETARY 2.00 X X 0 0 0 SUE TRAXLER PAST CHAIR 2.00 X X 0 0 0 JONATHAN KROENING PAST CHAIR 2.00 X X 0 0 0 DIANNA FIERGOLA DIRECTOR 2.00 X 0 0 0 JUDITH FOUST DIRECTOR 2.00 X 0 0 0 JOHN HEIKE DIRECTOR 2.00 X 0 0 0 AMY HELLMANN DIRECTOR 2.00 X 0 0 0 PAUL HORVATH DIRECTOR 2.00 X 0 0 0 JEANA LARSON DIRECTOR 2.00 X 0 0 0 KEVIN NOLAN DIRECTOR 2.00 X 0 0 0 STEPHANIE RASMUSSEN DIRECTOR 2.00 X 0 0 0 SANDI SCOTT DIRECTOR 2.00 X 0 0 0 ELIZABETH SERRATORE DIRECTOR 2.00 X 0 0 0 JENN TACK DIRECTOR 2.00 X 0 0 0 GEORGINA TEGART EXECUTIVE DIRECTOR 40.00 X 73846 0 6000 73846 0 6000 0 0 0 0 0 90545 1202580 34509 1293125 ADMINISTRATIVE INCOME 561000 22648 22648 22648 215295 215295 2603122 2103401 499721 499721 499721 71422 90545 73980 -2558 -2558 9177 379 8798 8798 MISC INCOME 900099 4393 4393 4393 2041422 22648 0 725649 528053 528053 78505 78505 79847 51900 19962 7985 109255 95631 4237 9387 14340 11188 1835 1317 16305 16305 26872 26872 30000 23998 6002 3555 853 2702 9011 5442 91 3478 19235 19235 37850 26865 9177 1808 966 966 5097 2840 2257 2469 2469 PROGRAM EXPENSES 97839 88467 9372 BAD DEBT 7000 7000 OTHER EXPENSES 1000 1000 1067199 913889 110261 43049 256692 458925 1999900 1025446 37765 37752 5334 15155 15011 15806 15358 15358 0 0 7942691 10082063 20316 2917 10277709 11638064 13314 31395 48850 71377 1503711 1645843 1565875 1748615 X 150942 210451 8560892 9678998 8711834 9889449 10277709 11638064 974223 203392 0 X X 0 1 X 1 0 X 663180 1054571 914297 1304120 1293125 5229293 663180 1054571 914297 1304120 1293125 5229293 644694 4584599 163892 46629 410993 73638 215295 910447 78301 33776 2582 114659 1166 940 4255 4393 10754 6265153 83829 0.73180 0.70930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 1,166. 2022 AMOUNT: $ 940. 2023 AMOUNT: $ 4,255. 2024 AMOUNT: $ 4,393. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 426542 204671 2046536 1 1 6816597 464458 730285 240795 140897 7629648 5604525 695245 799930 169075 114028 6816597 6343140 431147 -872964 186256 110542 5604525 5565631 375316 671597 176929 92475 6343140 4841861 234407 738833 171380 78090 5565631 0.25686 0.74314 0.00000 0 0 15358 15358 0 0 FUNDS HELD FOR OTHER ORGANIZATIONS 1642924 RIGHT OF USE LIABILITY 2919 1645843 X 2291801 203392 73859 277251 2014550 26872 26872 2041422 1114186 73859 73859 1040327 26872 26872 1067199 PART X, LINE 2: THE FOUNDATION HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND WISCONSIN STATUTE. IT HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER THE INTERNAL REVENUE CODE AND CHARITABLE CONTRIBUTIONS BY DONORS ARE TAX DEDUCTIBLE. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,859. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 73,859. JEANS & JEWELS 161967 90545 71422 1000 39175 5911 13830 14064 161967 90545 71422 1000 39175 5911 13830 14064 73980 -2558 1 ADORAY HOME HEALTH & HOSPICE 990 MAIN ST SUITE 1 BALDWIN WI 54002 391791601 501(C)(3) 35000 0 DISEASES & CONDITIONS BOYCEVILLE COMMUNITY SCHOOL DISTRICT 1003 TIFFANY STREET BOYCEVILLE WI 54725 396001052 GOVERNMENT 7501 0 ELEMENTARY & SECONDARY ED BOYS & GIRLS CLUBS OF THE GREATER CHIPPEWA VALLEY- MENOMONIE CENTER 615 24TH AVE W MENOMONIE WI 54751 392032491 501(C)(3) 7925 0 GENERAL SUPPORT CITY OF MENOMONIE BOO WILSON AVENUE MENOMONIE WI 54751 396005690 GOVERNMENT 60000 0 HOUSING DEVELOPMENT DUNN COUNTY DEPARTMENT OF HUMAN SERVICES 3001 US HIGHWAY 12 EAST STE 225 MENOMONIE WI 54751 396005690 GOVERNMENT 82619 0 MENTAL HEALTH CARE DUNN COUNTY HISTORICAL SOCIETY 1820 JOHN RUSSELL ROAD PO BOX 437 MENOMONIE WI 54751 237137731 501(C)(3) 15639 0 HISTORICAL ACTIVITIES DUNN COUNTY HUMANE SOCIETY 302 BRICKYARD RD MENOMONIE WI 54751 391780809 501(C)(3) 8473 0 GENERAL SUPPORT JUNIOR ACHIEVEMENT OF WISCONSIN NORTHWEST AREA 2004 HIGHLAND AVE SUITE 2C EAU CLAIRE WI 54701 390826295 501(C)(3) 8933 0 GENERAL SUPPORT LUTHERAN MEN IN MISSION 12595 OAK PARK AVENUE SAWYER MI 49125 392067168 501(C)(3) 25000 0 FAITH MABEL TAINTER THEATER 205 MAIN ST E MENOMONIE WI 54751 390806184 501(C)(3) 21354 0 PERFORMING ARTS MEALS FROM THE HEART 5600 MEMORIAL AVENUE NORTH OAK PARK HEIGHTS MN 55082 742634211 501(C)(3) 6610 0 FOOD AID MENOMONIE PARKS & RECREATION INC 1412 6TH STREET MENOMONIE WI 54751 392003563 501(C)(3) 8735 0 DEV. DISABILITY SERVICES MENOMONIE UNITED METHODIST CHURCH 2703 BONGEY DRIVE MENOMONIE WI 54751 MENOMONIE WI 54751 396054928 501(C)(3) 13735 0 DEV. DISABILITY SERVICES MENTOR CHIPPEWA 705 BAY ST SUITE 2A CHIPPEWA FALLS WI 54729 843286047 501(C)(3) 5100 0 GENERAL SUPPORT OUR SAVIORS LUTHERAN CHURCH 910 9TH ST E MENOMONIE WI 54751 390872011 501(C)(3) 75500 0 GENERAL SUPPORT SCHOOL DISTRICT OF COLFAX 601 UNIVERSITY AVENUE 601 UNIVERSITY AVENUE COLFAX WI 54730 396025159 GOVERNMENT 5262 0 GENERAL SUPPORT SHIRLEY DOANE SENIOR CENTER 1412 SIXTH STREET E MENOMONIE WI 54751 391691948 501(C)(3) 8946 0 DEV, DISABILITY SERVICES SLEEP IN HEAVENLY PEACE PO BOX 390780 OMAHA NE 68139 464346568 501(C)(3) 7500 0 HEALTH SPECIAL OLYMPICS WISCONSIN - INDIANHEAD AREA 6582 RONALD REAGAN AVENUE MADISON WI 53704 391176591 501(C)(3) 8735 0 DEV. DISABILITY SERVICES STEPPING STONES OF DUNN COUNTY 1602 STOUT ROAD MENOMONIE WI 54751 391608607 501(C)(3) 35015 0 FOOD SECURITY ST JOSEPH'S CATHOLIC CONGREGATION 910 WILSON AVENUE MENOMONIE WI 54751 390808466 501(C)(3) 14534 0 ELEMENTARY & SECONDARY ED THE BRIDGE TO HOPE 2110 4TH AVE N MENOMONIE WI 54751 391421880 501(C)(3) 5393 0 GENERAL SUPPORT THE FREE CLINIC OF THE GREATER MENOMONIE AREA PO BOX 624 MENOMONIE WI 54751 201285809 501(C)(3) 14165 0 DISEASES & CONDITIONS WEST CENTRAL WISCONSIN COMMUNITY ACTION AGENCY INC 525 2ND STREET PO BOX 308 GLENWOOD CITY WI 54013 391076125 501(C)(3) 5279 0 GENERAL SUPPORT 24 0 SCHOLARSHIPS 64 78505 PART I, LINE 2: APPLIACATIONS RECEIVED ARE REVIEWED BY GRANT COMMITTEES BASED ON ELIGIBILITY GUIDELINES FROM THEIR GRANT AND SCHOLARSHIP GUIDELINE POLICIES. THE GRANT COMMITTEE SELECTS GRANTEES WHICH ARE THEN APPROVED BY THE BOARD OF DIRECTORS. GRANT SOFTWARE IS USED TO VERIFY ELIGIBILITY, CREATING A SIGNED CONTRACT PRIOR TO PAY-OUT, AND FOLLOW-UPS TO MONITOR THE USE OF FUNDS. X 10792 FMV X EXPERIENCES 32 14686 FMV X GIFT BASKET 21 4504 FMV X FOOD/DRINKS 20 2944 FMV X SPORTING GOODS 8 1583 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, PROVIDED THAT ANY ACTION TAKEN SHALL NOT CONFLICT WITH THE POLICIES AND EXPRESSED WISHES OF THE BOARD OF DIRECTORS AT ITS NEXT REGULAR MONTHLY MEETING. BY UNANIMOUS CONSENT OF ALL OF THE MEMBERS OF THE COMMITTEE, ACTION MAY BE TAKEN BY THIS COMMITTEE BY A TELEPHONE POLL OF ITS MEMBERS; HOWEVER, ANY SUCH ACTION SHALL BE SUBJECT TO THE REVIEW OF THE ENTIRE BOARD OF DIRECTORS AT THE NEXT REGULAR MEETING OF THE BOARD OF DIRECTORS AT SUCH MEETING TO BE PERMANENTLY EFFECTIVE AS AN ACT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT COPY OF THE TAX RETURN TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL TO FILE THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL DIRECTORS AND OFFICERS COMPLETE AND SIGN A STATEMENT THAT PROVIDES INFORMATION REGARDING THEIR INTERESTS AND THOSE OF THEIR FAMILY MEMBERS THAT COULD GIVE RISE TO CONFLICTS. THE MEMBERS OF THE GOVERNING BODY MAKE DETERMINATIONS OF WHETHER A CONFLICT EXISTS AND REVIEW ACTUAL CONFLICTS. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE ESTABLISHES THE EXECUTIVE DIRECTOR'S COMPENSATION USING DATA ON COMPENSATION PAID BY COMPARABLE ORGANIZATIONS IN THE IMMEDIATE AREA FOR SIMILAR POSITIONS. 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. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDIT OVERSIGHT BY THE AUDIT COMMITTEE FROM PRIOR YEARS. CFDC PROPERTIES LLC 500 MAIN ST E STE 322 MENOMONIE WI 54751 832743915 ACCEPT AND HOLD REAL ESTATE FOR FOUNDATION WI 0 0 COMMUNITY FOUNDATION OF DUNN COUNTY INC