2026-03-11T13:15:50-04:00 2025-09-30 043587095 ESTEP BURKEY SIMMONS LLC PO BOX 42 MUNCIE IN 473080042 990 2024-10-01 364465219 THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY COMM 8153384483 33 E WOODSTOCK ST CRYSTAL LAKE IL 60014 JEFFREY DEHAAN CHAIR 8153384483 2025-02-04 true false PATRICK W BURKEY P00444925 7652847554 2026-02-04 2024 2025-03-06 01:10:19Z JEFFREY DEHAAN 33 E WOODSTOCK ST CRYSTAL LAKE IL 60014 8528563 false X WWW.THECFMC.ORG X 2001 THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY PARTNERS WITH DONORS TO ESTABLISH, STEWARD, AND GROW CHARITABLE FUNDS, WITH AN EMPHASIS ON PERMANENT ENDOWMENT FUNDS. THROUGH INFORMED AND STRATEGIC GRANTMAKING, THE COMMUNITY FOUNDATION DIRECTS RESOURCES TO SUPPORT LOCAL NONPROFIT ORGANIZATIONS AND IMPROVE QUALITY OF LIFE FOR MCHENRY COUNTY RESIDENTS. 11 11 10 60 0 712645 660203 518924 486538 2423263 2069444 0 3654832 3216185 1426713 1292283 0 416008 467608 0 218846 809774 856800 2652495 2616691 1002337 599494 51065517 55432051 1170916 1289493 49894601 54142558 X THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY'S MISSION IS TO PHILANTHROPICALLY ADDRESS THE NEEDS OF MCHENRY COUNTY BY PROVIDING LEADERSHIP, GRANTING RESOURCES, STEWARDING ASSETS, AND FOSTERING AWARENESS. false false 2049464 1292283 486538 THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY ADVANCES ITS MISSION THROUGH STRATEGIC GRANTMAKING, DONOR-ADVISED FUNDS, AND COMMUNITY LEADERSHIP. IT MANAGES PERMANENT ENDOWMENT FUNDS, DONOR-ADVISED FUNDS, SCHOLARSHIP FUNDS, AND OTHER CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES, AND ORGANIZATIONS. THESE FUNDS ARE INVESTED ACCORDING TO BOARD-APPROVED POLICIES TO SUPPORT SUSTAINABLE ANNUAL GRANT DISTRIBUTIONS WHILE PRESERVING DONOR INTENT. THROUGH INFORMED GRANTMAKING, THE COMMUNITY FOUNDATION PROVIDES GRANTS PRIMARILY TO NONPROFIT ORGANIZATIONS SERVING MCHENRY COUNTY, ADDRESSING PRESSING COMMUNITY NEEDS AND SUPPORTING ONGOING OPERATIONS. THE COMMUNITY FOUNDATION ALSO SERVES AS A CONVENER AND LEADER ACROSS THE COMMUNITY, FOSTERING COLLABORATION, SHARING KNOWLEDGE, AND STRENGTHENING LOCAL CAPACITY TO MEET CURRENT AND FUTURE NEEDS. 2049464 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false false false false false false true 11 0 true 10 true false false false false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true false false IL X CARRIE HOLTZ 8153384483 33 E WOODSTOCK ST CRYSTAL LAKE IL 60014 JEFFREY DEHAAN CHAIR 1.00 X X 0 0 0 MIKE BIVER VICE CHAIR 1.00 X X 0 0 0 SHELLY SPATA TREASURER 1.00 X X 0 0 0 CHARLES YAGER SECRETARY 1.00 X X 0 0 0 STACY MASON DIRECTOR 1.00 X 0 0 0 STACY DOUGHTY DIRECTOR 1.00 X 0 0 0 KELLI WEGENER DIRECTOR 1.00 X 0 0 0 KATE WADE DIRECTOR 1.00 X 0 0 0 ROCIO DEL CASTILLO DIRECTOR 1.00 X 0 0 0 MATT PERLEY DIRECTOR 1.00 X 0 0 0 MAGGIE RIVERA DIRECTOR 1.00 X 0 0 0 AMY HERNON EXECUTIVE DI 40.00 X 103000 0 0 103000 1 false false false 660203 70596 660203 ADMINISTRATIVE FEES 486538 486538 486538 1410311 1410311 5971511 5312378 659133 659133 659133 3216185 486538 2069444 1242617 1242617 49666 49666 103000 30900 46350 25750 305621 87245 139349 79027 26431 7642 12012 6777 32556 9413 14795 8348 486533 486533 24326 24326 41422 41422 1950 1500 450 13114 13114 6442 1477 2438 2527 20460 9790 6923 3747 21605 1175 10370 10060 48683 25490 15126 8067 14681 7687 4561 2433 REPAIRS AND MAINTENANCE 73119 38285 22718 12116 PROGRAM EXPENSES 50000 50000 SPECIAL EVENTS 31318 31318 EVENT SPONSORSHIPS 15523 15523 7624 44 7541 39 2616691 2049464 348381 218846 93545 113790 1745728 3363823 8572 18932 1411663 207796 1220991 1203867 46475065 49428684 83299 86949 1438317 1216006 51065517 55432051 6482 4056 11000 42001 1153434 1243436 1170916 1289493 X 10867154 11762819 39027447 42379739 49894601 54142558 51065517 55432051 X 599494 3715774 -67311 X false true X true true true X 1398730 865509 370700 712645 660203 4007787 1398730 865509 370700 712645 660203 4007787 656919 3350868 721520 903284 1187581 1289908 1410311 5512604 22174 4175 26349 9546740 2322978 0.35100 0.30340 X PART II, LINE 10 26,349 PART II, LINE 17B TEN PERCENT SUPPORT LIMITATION: THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY (CFMC), WITH A PUBLIC SUPPORT PERCENTAGE OF 30.34%, IS ABOVE THE 10% THRESHOLD AND WELL ON ITS WAY TO THE 33 1/3% OF PUBLIC SUPPORT. ATTRACTION OF PUBLIC SUPPORT: SINCE ITS INCEPTION, CFMC HAS BEEN ORGANIZED AND OPERATED TO ATTRACT PUBLIC SUPPORT. WHILE EARLIER YEARS WERE FOCUSED ON SEED DONORS, IT HAS ALWAYS BEEN A MAJOR RESPONSIBILITY OF THE EXECUTIVE DIRECTOR TO FUNDRAISE. IN 2023, CFMC HIRED A NEW EXECUTIVE DIRECTOR, AMY HERNON. IN HER SHORT TENURE AT CFMC SHE HAS ALREADY BEEN VERY SUCCESSFUL IN RAISING FUNDS FROM NEW SOURCES. AMY HAS OVER TWENTY YEARS OF FUNDRAISING EXPERIENCE AND IS WELL EQUIPPED TO SECURE FUNDS FROM NEW DONORS. SHE ALSO RECENTLY HIRED A DIRECTOR OF PHILANTHROPY TO LEAD ALL SUCH ACTIVITIES. ADDITIONALLY, CFMC ESTABLISHED A STANDING DEVELOPMENT COMMITTEE ON THE BOARD OF DIRECTORS TO ASSIST IN FUNDRAISING ACTIVITIES. IN ADDITION TO STRUCTURE AND STAFF CHANGES, CFMC IS RE-ESTABLISHING AN EXPANDED GIVING SOCIETY-GIVE360, TO ATTRACT INDIVIDUAL DONORS AT ALL LEVELS. PERCENTAGE OF FINANCIAL SUPPORT: AS STATED ABOVE, CFMC'S PERCENTAGE OF PUBLIC SUPPORT EXCEEDS THE 10% THRESHOLD COMFORTABLY AT 30.34%. THE CFMC INTENDS TO CONTINUE TO EXPAND ITS PUBLIC SUPPORT THROUGH ITS ESTABLISHED ONGOING FUNDRAISING ACTIVITIES AND THROUGH ITS EXPANDED STAFF. THE PUBLIC SUPPORT PERCENTAGE INCREASED FROM THE PRIOR YEAR AND THE CFMC EXPECTS TO PASS THE PUBLIC SUPPORT TEST FOR THE 9/30/2025 TAX RETURN. SOURCES OF SUPPORT: WITH THE EXCEPTION OF A DONOR, WHO IS CFMC'S LARGEST SEED DONOR, THE CFMC HAS NEVER RELIED ON A SINGLE DONOR OR FAMILY AS A PRIMARY SOURCE OF SUPPORT. THE CFMC HAS STRIVEN TO EXPAND ITS DONOR BASE AND, SINCE 2016, HAS AVERAGED BETWEEN 200 AND 250 DIFFERENT DONORS ANNUALLY. THE DONOR MENTIONED ABOVE PASSED AWAY IN JANUARY 2024. REPRESENTATIVE GOVERNING BODY: IN RECRUITING AND SELECTING BOARD MEMBERS CFMC HAS SOUGHT TO ATTRACT AN ARRAY OF BOARD MEMBERS FROM EVERY PART OF THE COUNTY. THE INDIVIDUALS REPRESENT A CROSS SECTION OF PROFESSIONS, AGE GROUPS, ETHNICITIES AND SKILL SETS THAT MIRROR AS MUCH AS POSSIBLE THE MCHENRY COUNTY COMMUNITY ITSELF. THE BOARD MEMBERS ARE FULLY INDEPENDENT FROM MAJOR DONORS TO CFMC. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES: AFTER PURCHASING A BUILDING IN DOWNTOWN CRYSTAL LAKE WHICH IS AT THE HEART OF MCHENRY COUNTY, CFMC HAS REIMAGINED AND RENOVATED THE SPACE TO ACCOMMODATE MEETING SPACES FOR LOCAL NON-PROFIT ORGANIZATIONS. THIS SPACE, KNOWN AS THE PHILANTHROPY CENTER NOT ONLY PROVIDES PUBLIC MEETING SPACES, BUT ALSO PROVIDES OFFICE SPACE FOR NEW NON-PROFIT ORGANIZATIONS THAT MAY NOT HAVE OFFICE SPACE OTHERWISE. THE CFMC HAS RECEIVED A WAIVER OF PROPERTY TAXES FROM MCHENRY COUNTY ON THE BASIS OF ITS STATUS AS A CHARITABLE ORGANIZATION. ADDITIONALLY, THIS SPACE ALLOWS CFMC TO PROVIDE FREE PROGRAMMING TO THE COMMUNITY ABOUT PHILANTHROPY. ADDITIONAL FACTORS PERTINENT TO MEMBERSHIP ORGANIZATIONS: THESE PROVISIONS ARE NOT APPLICABLE TO THE CFMC BECAUSE IT IS NOT A MEMBERSHIP ORGANIZATION. ADVERSE IMPACT IF REQUESTED STATUS NOT RECEIVED: QUALIFIED CHARITABLE CONTRIBUTIONS FROM RETIREMENT ACCOUNTS ARE A POPULAR FORM OF GIFTING BY DONORS. THE CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION WOULD ALLOW CFMC TO RECEIVE THESE TYPES OF GIFTS. THE INABILITY TO RECEIVE QUALIFIED CHARITABLE GIFTS WOULD BE AN ADVERSE IMPACT. IT IS IMPORTANT FOR CFMC TO BE RECLASSIFIED AS A PUBLIC CHARITY IN ORDER TO GROW ITS INDEPENDENT PUBLIC SUPPORT IN WAYS MORE TAILORED TO THEIR SPECIFIC COMMUNITY'S NEEDS AND FUNDRAISING CAPACITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33 251446 193737 3538903 true true 40866595 321109 5161406 682140 486538 47724708 34370949 284708 7779747 1061855 506954 40866595 31895080 129852 3716327 933087 437223 34370949 38607677 132506 -5713178 847624 284301 31895080 26080096 5368197 8257808 917990 180434 38607677 0.20180 0.79820 false false 1294740 140974 1153766 116923 66822 50101 1203867 FUNDS HELD FOR OTHERS 1243436 1243436 X 6772414 3715774 22691 3738465 3033949 41422 140814 182236 3216185 2524457 2524457 41422 50812 92234 2616691 SCHEDULE D, PAGE 2, PART V, LINE 4 TO PROVIDE RESOURCES TO ACHIEVE THE MISSION AND GOALS OF THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY. SCHEDULE D, PAGE 3, PART X THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE STATE OF ILLINOIS. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN VALUE OF TERM TRUST 22,691 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY REVENUE 140,814 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY EXPENSES 50,812 true 22ND JUDICIAL CIRCUIT - OFFICE OF SPECIAL PROJECTS 2200 N SEMINARY AVE ROOM 115 WOODSTOCK IL 60098 366006623 GOV 30827 GENERAL SUPPORT ANDREW'S ASSIST 11850 CAPE COD LANE HUNTLEY IL 60142 923941726 501C3 10000 GENERAL SUPPORT ANIMAL HOUSE SHELTER INC 13005 ERNESTI RD HUNTLEY IL 60142 364483106 501C3 8000 DAMAGE REPAIR BIG BROTHERS BIG SISTERS OF MCHENRY COUNTY 630 N ILLINOIS RT 31 STE 100 CRYSTAL LAKE IL 60012 362819200 501C3 15608 PROGRAM SUPPORT BRAVEHEARTS THERAPEUTIC RIDING & EDUCATIONAL CENTER 7319 MAXON RD HARVARD IL 60033 320034746 501C3 15148 GENERAL SUPPORT CASA OF MCHENRY COUNTY 382 W VIRGINIA STREET CRYSTAL LAKE IL 60012 201387762 501C3 25500 GENERAL SUPPORT CHATTERGIRLS 209 PETERSON PKWY CRYSTAL LAKE IL 60015 933677799 501C3 10000 GENERAL SUPPORT CHILD ADVOCACY CENTER OF MCHENRY COUNTY 1 S VIRGINIA ST CRYSTAL LAKE IL 60014 364263331 501C3 20000 GENERAL SUPPORT CITY OF WOODSTOCK 121 W CALHOUN ST WOODSTOCK IL 60098 366006165 GOV 94211 SPLASH PAD CLAYWORKERS GUILD OF ILLINOIS 220 MAIN STREET WOODSTOCK IL 60098 364196036 501C3 10000 GENERAL SUPPORT CONSUMER CREDIT COUNSELING SERVICE OF NORTHERN ILLINIOS 13707 W JACKSON ST STE B WOODSTOCK IL 60098 363185383 501C3 22500 PROGRAM SUPPORT CRYSTAL LAKE FOOD PANTRY INC 42 EAST STREET CRYSTAL LAKE IL 60014 363242915 501C3 22846 GENERAL SUPPORT CRYSTAL LAKE STRIKERS 54-B LOU STREET CRYSTAL LAKE IL 60014 262963875 501C3 20000 GENERAL SUPPPORT CYCLING WITHOUT AGE MCHENRY COUNTY INC 166 W CRYSTAL LAKE AVE CRYSTAL LAKE IL 60014 850871299 501C3 10000 GENERAL SUPPORT DOGS ON THE GO HEARING ASSISTANCE DOGS 7508 HANCOCK DRIVE WONDER LAKE IL 60097 814583469 501C3 10000 GENERAL SUPPORT DORR TOWNSHIP 1039 LAKE AVE WOODSTOCK IL 60098 366006248 GOV 14820 GENERAL SUPPORT FAMILY HEALTH PARNERSHIP CLINIC 401 EAST CONGRESS PARKWAY CRYSTAL LAKE IL 60014 364277029 501C3 166646 GENERAL SUPPORT FARMWORKER AND LANDSCAPER ADVOCACY PROJECT 33 N LA SALLE ST STE 900 CHICAGO IL 60602 364306362 501C3 30000 ADVOCACY PROJECTS GIRLS ON THE RUN OF NORTHWEST ILLINOIS 111 ERICK STREET UNIT 115 CRYSTAL LAKE IL 60014 260294648 501C3 12000 GENERAL SUPPORT GRIEF GUIDE 223 W LAKE SHORE DR OAKWOOD HILLS IL 60013 871882528 501C3 10000 GENERAL SUPPORT HABITAT FOR HUMANITY OF MCHENRY COUNTY 907 FRONT ST MCHENRY IL 60050 364000780 501C3 6000 GENERAL SUPPORT HERZOG'S HEROES INC 7421 HILLSIDE RD CRYSTAL LAKE IL 600122928 922575481 501C3 10000 GENERAL SUPPORT HOME OF THE SPARROW INC 1991 DUNCAN PLACE WOODSTOCK IL 60098 363494491 501C3 23178 GENERAL SUPPORT INDEPENDENCE HEALTH & THERAPY 2028 NORTH SEMINARY AVE WOODSTOCK IL 600982626 363152022 501C3 29797 PROGRAM SUPPORT KIDS IN NEED OF MCHENRY COUNTY PO BOX 183 MCHENRY IL 60051 823401945 501C3 25000 GENERAL SUPPORT MAIN STAY THERAPEUTIC FARM 6919 KEYSTONE RD RICHMOND IL 60071 363565747 501C3 26526 GENERAL SUPPORT MCHENRY COUNTY CONSERVATION FOUNDATION 7210 KEYSTONE RD RICHMOND IL 60071 364340160 501C3 21821 GENERAL SUPPORT MCHENRY COUNTY ECONOMIC DEVELOPMENT CORPORATION 8900 NORTHWEST HWY 14 STE A229 CRYSTAL LAKE IL 60012 363849857 501C3 20000 WORKFORCE DEVEL. MCHENRY COUNTY HISTORICAL SOCIETY 6422 MAIN ST UNION IL 60180 366124793 501C3 25000 GENERAL SUPPORT NAMI OF MCHENRY COUNTY 620 DAKOTA ST CRYSTAL LAKE IL 600123732 363594174 501C3 28127 GENERAL SUPPORT NEW DIRECTIONS ADDICTION RECOVERY SERVICES 14411 KISHWAUKEE VALLEY RD WOODSTOCK IL 60098 274469700 501C3 35000 GENERAL SUPPORT NORTHERN ILLINOIS FOOD BANK 273 DEARBORN CT GENEVA IL 60134 363203648 501C3 20500 GENERAL SUPPORT PIONEER CENTER FOR HUMAN SERVICES 4031 DAYTON STREET MCHENRY IL 60050 362480845 501C3 27500 GENERAL SUPPORT RAUE CENTER FOR THE ARTS 104 MINNIE ST CRYSTAL LAKE IL 60014 364147140 501C3 20000 GENERAL SUPPORT REFUGE FOR WOMEN 620 DAKOTA ST CRYSTAL LAKE IL 60012 264388243 501C3 20000 GENERAL SUPPORT THE BREAK 6292 NORTHWEST HIGHWAY CRYSTAL LAKE IL 60014 461898985 501C3 37500 GENERAL SUPPORT THE LAND CONSERVANCY OF MCHENRY COUNTY PO BOX 352 WOODSTOCK IL 600980352 363727476 501C3 30230 GENERAL SUPPORT THEATRE 121 PO BOX 875 WOODSTOCK IL 60098 824894629 501C3 10000 GENERAL SUPPORT TOBY'S FUND FOR REPRODUCTIVE HEALTH EQUITY PO BOX 16 WOODSTOCK IL 60098 364410538 501C3 28702 GENERAL SUPPORT TURNING POINT PO BOX 723 WOODSTOCK IL 60098 363163296 501C3 10000 GENERAL SUPPORT VETERANS PATH TO HOPE 805 S MCHENRY AVE STE D CRYSTAL LAKE IL 60014 364104887 501C3 40000 PROGRAM SUPPORT VETERANS R&R 605 S VALLEY HILL ROAD BULL VALLEY IL 60098 464862218 501C3 10000 GENERAL SUPPORT WARP CORPS L3C 114 N BENTON ST WOODSTOCK IL 60098 824022181 501C3 61359 PRINT SHOP SUPPORT WOODSTOCK CHRISTMAS CLEARING HOUSE PO BOX 670 WOODSTOCK IL 600980670 362897355 501C3 7646 GENERAL SUPPORT WOODSTOCK FOOD PANTRY 1033 LAKE AVE WOODSTOCK IL 60098 363711449 501C3 50000 GENERAL SUPPORT WOODSTOCK ROTARY FOUNDATION PO BOX 53 WOODSTOCK IL 60098 263386309 501C3 9306 GENERAL SUPPORT 46 SCHOLARSHIPS 31 49666 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION PERFORMS DUE DILIGENCE TO ENSURE THE GRANTS WILL BE USED FOR CHARITABLE PURPOSES. A GRANT AGREEMENT IS ISSUED WITH EACH GRANT TO OUTLINE THE TERMS OF THE GRANT. BY SIGNING THE AGREEMENT, THE GRANTEE AGREES TO FURNISH THE ORGANIZATION WITH REPORTS REGARDING THE GRANT ACTIVITY. THE GRANTEE AGREES TO USE THE FUNDS SOLELY FOR THE PURPOSES STATED IN THE GRANT PROPOSAL, TO REPAY ANY PORTION OF THE AMOUNT GRANTED WHICH IS NOT USED FOR THE PURPOSE OF THE GRANT, AND TO MAINTAIN BOOKS AND FINANCIAL RECORDS ADEQUATE TO VERIFY ACTIONS RELATED TO THIS GRANT. X 1 70596 AVE HIGH/LOW DATE OF GIFT false true false FORM 990, PAGE 2, PART III, LINE 4A THE COMMUNITY FOUNDATION FOR MCHENRY COUNTY ADVANCES ITS MISSION THROUGH STRATEGIC GRANTMAKING, DONOR-ADVISED FUNDS, AND COMMUNITY LEADERSHIP. IT MANAGES PERMANENT ENDOWMENT FUNDS, DONOR-ADVISED FUNDS, SCHOLARSHIP FUNDS, AND OTHER CHARITABLE FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES, AND ORGANIZATIONS. THESE FUNDS ARE INVESTED ACCORDING TO BOARD-APPROVED POLICIES TO SUPPORT SUSTAINABLE ANNUAL GRANT DISTRIBUTIONS WHILE PRESERVING DONOR INTENT. THROUGH INFORMED GRANTMAKING, THE COMMUNITY FOUNDATION PROVIDES GRANTS PRIMARILY TO NONPROFIT ORGANIZATIONS SERVING MCHENRY COUNTY, ADDRESSING PRESSING COMMUNITY NEEDS AND SUPPORTING ONGOING OPERATIONS. THE COMMUNITY FOUNDATION ALSO SERVES AS A CONVENER AND LEADER ACROSS THE COMMUNITY, FOSTERING COLLABORATION, SHARING KNOWLEDGE, AND STRENGTHENING LOCAL CAPACITY TO MEET CURRENT AND FUTURE NEEDS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE AND STAFF REVIEW THE DRAFT FORM 990. AFTER COMMITTEE REVIEW, THE FULL BOARD REVIEWS AND APPROVES THE RETURN PRIOR TO FILING. BOARD MEMBERS RECEIVE THE DRAFT IN ADVANCE AND MAY REQUEST ADDITIONAL INFORMATION BEFORE APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C ALL NEW EMPLOYEES, BOARD MEMBERS, AND VOLUNTEERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY AT THE START OF THEIR SERVICE. EACH YEAR, ALL BOARD MEMBERS AND VOLUNTEERS SIGN AN UPDATED POLICY STATEMENT. POTENTIAL CONFLICTS, IF ANY, ARE NOTED IN THE MINUTES OF MEETINGS, AND BOARD MEMBERS ABSTAIN FROM VOTING IN SITUATIONS WHERE A CONFLICT MAY EXIST. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR BASED ON PERFORMANCE EVALUATION AND ESTABLISHED GOALS AND OBJECTIVES. REASONABLENESS OF COMPENSATION IS DETERMINED BY REVIEWING COMPENSATION DATA OF SIMILAR ORGANIZATIONS. FORM 990, PAGE 6, PART VI, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD AS REQUIRED UNDER IRC SECTION 6104(D). THE COMMUNITY FOUNDATION HAS THEIR CONFIDENTIALITY POLICY AND MOST RECENT FROM 990'S PUBLICLY AVAILABLE ON THEIR WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN VALUE OF TERM TRUST 22,691 AGENCY REVENUE -140,814 AGENCY EXPENSES 50,812 TOTAL -67,311