DULUTH SUPERIOR AREA COMMUNITY FOUNDATION INC: Form 990, tax year 2023
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- Organization
- DULUTH SUPERIOR AREA COMMUNITY FOUNDATION INC (EIN 41-1429402)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349302840
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T10:14:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411429402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUTH-SUPERIOR AREA COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 2187260232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W SUPERIOR STREET 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN FLOERKE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2187260232 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2024-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAUN FLOERKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W SUPERIOR STREET 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $66,497,061 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DSACOMMUNITYFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | THE DULUTH SUPERIOR AREA COMMUNITY FOUNDATION PROMOTES PRIVATE GIVING FOR THE PUBLIC GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 240 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,606,817 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,974,789 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,522,499 | PYInvestmentIncomeAmt |
| CY Investment Income | -$9,217,383 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,063 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,755 | CYOtherRevenueAmt |
| PY Total Revenue | $8,134,379 | PYTotalRevenueAmt |
| CY Total Revenue | -$3,259,349 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,793,353 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,326,780 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $908,300 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,005,356 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $339,245 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $734,204 | PYOtherExpensesAmt |
| CY Other Expenses | $621,294 | CYOtherExpensesAmt |
| PY Total Expenses | $5,435,857 | PYTotalExpensesAmt |
| CY Total Expenses | $3,953,430 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,698,522 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,212,779 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,696,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $106,281,568 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,001,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,554,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $83,695,300 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,727,230 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE DULUTH SUPERIOR AREA COMMUNITY FOUNDATION PROMOTES PRIVATE GIVING FOR THE PUBLIC GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $2,926,447 | ExpenseAmt |
| Grant | $2,326,780 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2023, THE COMMUNITY FOUNDATION AWARDED $1,872,275 IN GRANTS AND $454,505 IN SCHOLARSHIPS. TOTAL GRANTS AWARDED (INCLUDING INTERFUND GRANTS) FOR ALL PROGRAM AREAS WAS $2,326,780 COMPRISED OF: 1% UNRESTRICTED FUNDS, 15% DESIGNATED, 30% FIELD OF INTEREST, 13% ORGANIZATIONAL ENDOWMENTS, 19% SCHOLARSHIPS AND 22% DONOR ADVISED. THE LARGEST PROGRAM AREA SUPPORTED WAS HUMAN SERVICES WITH 30% OF GRANT FUNDS, FOLLOWED BY, 25% EDUCATION, 21% IN SCHOLARSHIPS, 10% IN ENVIRONMENT, 7% IN COMMUNITY ECONOMIC DEVELOPMENT, AND 7% IN ENVIRONMENT. IN 2023, THE COMMUNITY FOUNDATION AWARDED $383,706 SCHOLARSHIPS FROM ENDOWED FUNDS AND $57,000 FROM 8 TEMPORARY SCHOLARSHIP FUNDS THAT THE FOUNDATION PROVIDES SCHOLARSHIP SERVICES. IN ADDITION, THE FOUNDATION PROVIDED ADMINISTRATIVE SERVICES FOR TWO AFFILIATED SCHOLARSHIPS TOTALING $245,167 WHERE ALL OF THE FUNDS ARE HELD BY A LOCAL BANK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $266,519 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2023, AS PART OF ONGOING STRATEGIC PLANNING EFFORTS, DSACF MADE SIGNIFICANT IMPROVEMENTS TO GRANTMAKING DESIGNED TO BETTER ALIGN RESOURCES WITH THE NEEDS OF THE COMMUNITIES SERVED. THIS INVOLVED RESTRUCTURING COMMITTEES TO INCLUDE COMMUNITY MEMBERS WITH LIVED EXPERIENCE AND EXPERTISE IN THE AREAS WHERE FUNDS ARE DIRECTED (E.G., CHILDHOOD POVERTY, MISSING A SENSE OF BELONGING, ETC.). THE FOCUS AREAS OF OPPORTUNITY, RESILIENCE, BELONGING AND TRANSFORMATION WERE DEVELOPED AND DEFINED THROUGH COMMUNITY FEEDBACK AND RESEARCH TO ENSURE EFFORTS ARE IMPACTFUL AND SUSTAINABLE. THE FIRST REQUEST FOR PROPOSALS UNDER THE NEW GUIDELINES WAS LAUNCHED IN THE FOURTH QUARTER OF 2023. THESE CHANGES ARE PART OF THE BROADER STRATEGY TO ENHANCE THE EFFECTIVENESS AND REACH OF DSACF'S GRANTMAKING, ENSURING THAT NOT ONLY NEEDS ARE MET, BUT EFFORTS FOCUS ON MEANINGFUL, LASTING IMPROVEMENTS. THE FOUNDATION CONTINUED TO BE RESPONSIVE TO COMMUNITY NEEDS AND OPPORTUNITIES. GRANTS TO REVITALIZE DOWNTOWN DULUTH WERE MADE TO ENGAGE NATIONAL EXPERTS ALONG WITH KEY PARTNERS TO ENVISION AND ENACT PLANS FOLLOWING DOWNTURN FROM THE PANDEMIC AND ECONOMIC DECLINES. DSACF CONTINUED TO FACILITATE READY NORTH, A NETWORK OF LOCAL ORGANIZATIONS BUILDING DISASTER RESILIENCE. ADDITIONAL COMMUNITY LEADERSHIP SOUGHT TO FILL A GAP FOR LOCAL NONPROFITS IN RECRUITING VOLUNTEERS TO SERVE AS TRUSTEES. ALONG WITH COLLABORATING ORGANIZATIONS, THE FIRST BE ON BOARD TRAINING SERIES WAS HELD. THIS PROGRAMMING IS IN ADDITION TO DSACF'S ON-GOING GRANT AND SCHOLARSHIP ACTIVITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,192,966 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAIGE FREESE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2187260232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W SUPERIOR STREET 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOSCELYN SKANDEL | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KERSTYN HENDRICKS | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KORESH LAKHAN | ||||||
| VICE CHAIR (THRU JUNE 2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID MONTGOMERY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MOIRA VILLIARD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATELYN BAUMANN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA BRANNAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE JENSEN BUJOLD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF COREY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED FRIEDMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK HEFFERNAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAKIB MAHMUD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NELS OJARD | ||||||
| TRUSTEE (THRU MAY 2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE VOGT | ||||||
| TRUSTEE (THRU JUNE 2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA WRIGHT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHAUN FLOERKE | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $151,569 | $0 | $26,280 | |
| PAIGE FREESE | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $75,419 | $0 | $8,713 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $226,988 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,993 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $22,510 | FundraisingAmt |
| All Other Contributions | $5,952,279 | AllOtherContributionsAmt |
| Noncash Contributions | $71,156 | NoncashContributionsAmt |
| Total Contributions | $5,974,789 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,249,793 | TotalRevenueColumnAmt |
| Exclusion | $2,249,793 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,266,384 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,733,560 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$11,467,176 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,467,176 | TotalRevenueColumnAmt |
| Exclusion | -$11,467,176 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,095 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $22,510 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,850 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,755 | TotalRevenueColumnAmt |
| Exclusion | -$16,755 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,259,349 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$9,234,138 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872,275 | TotalAmt |
| Program Services | $1,872,275 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,505 | TotalAmt |
| Program Services | $454,505 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,981 | TotalAmt |
| Program Services | $145,394 | ProgramServicesAmt |
| Management And General | $55,395 | ManagementAndGeneralAmt |
| Fundraising | $61,192 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,267 | TotalAmt |
| Program Services | $320,279 | ProgramServicesAmt |
| Management And General | $125,165 | ManagementAndGeneralAmt |
| Fundraising | $128,823 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,149 | TotalAmt |
| Program Services | $18,346 | ProgramServicesAmt |
| Management And General | $5,779 | ManagementAndGeneralAmt |
| Fundraising | $10,024 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,434 | TotalAmt |
| Program Services | $42,138 | ProgramServicesAmt |
| Management And General | $13,272 | ManagementAndGeneralAmt |
| Fundraising | $23,024 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,525 | TotalAmt |
| Program Services | $31,453 | ProgramServicesAmt |
| Management And General | $12,355 | ManagementAndGeneralAmt |
| Fundraising | $12,717 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130 | TotalAmt |
| Program Services | $65 | ProgramServicesAmt |
| Management And General | $65 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,590 | TotalAmt |
| Program Services | $22,943 | ProgramServicesAmt |
| Management And General | $7,647 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,859 | TotalAmt |
| Management And General | $153,859 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,708 | TotalAmt |
| Program Services | $49,625 | ProgramServicesAmt |
| Management And General | $5,169 | ManagementAndGeneralAmt |
| Fundraising | $2,914 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,612 | TotalAmt |
| Program Services | $6,612 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,065 | TotalAmt |
| Program Services | $6,970 | ProgramServicesAmt |
| Management And General | $1,721 | ManagementAndGeneralAmt |
| Fundraising | $5,374 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,075 | TotalAmt |
| Program Services | $7,827 | ProgramServicesAmt |
| Management And General | $1,082 | ManagementAndGeneralAmt |
| Fundraising | $2,166 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,472 | TotalAmt |
| Program Services | $21,700 | ProgramServicesAmt |
| Management And General | $5,590 | ManagementAndGeneralAmt |
| Fundraising | $11,182 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,715 | TotalAmt |
| Program Services | $3,715 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,080 | TotalAmt |
| Program Services | $17,735 | ProgramServicesAmt |
| Management And General | $4,449 | ManagementAndGeneralAmt |
| Fundraising | $8,896 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,691 | TotalAmt |
| Program Services | $22,929 | ProgramServicesAmt |
| Management And General | $6,254 | ManagementAndGeneralAmt |
| Fundraising | $12,508 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,930 | TotalAmt |
| Program Services | $3,811 | ProgramServicesAmt |
| Management And General | $1,040 | ManagementAndGeneralAmt |
| Fundraising | $2,079 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $60,989 | $34,060 | $8,977 | $17,952 |
| PRINTING AND MATERIALS | $47,820 | $35,325 | $1,176 | $11,319 |
| PUBLIC EDUCATION MEETIN | $46,290 | $27,774 | $4,629 | $13,887 |
| EQUIPMENT MAINTENANCE | $42,098 | $23,681 | $6,139 | $12,278 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,170 | TotalAmt |
| Program Services | $23,804 | ProgramServicesAmt |
| Management And General | $1,456 | ManagementAndGeneralAmt |
| Fundraising | $2,910 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,953,430 | TotalAmt |
| Program Services | $3,192,966 | ProgramServicesAmt |
| Management And General | $421,219 | ManagementAndGeneralAmt |
| Fundraising | $339,245 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,134 | BOYAmt |
| EOY | $1,541,079 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,775 | BOYAmt |
| EOY | $1,790,939 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,150 | BOYAmt |
| EOY | $311,270 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $580,666 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $392,813 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,569 | BOYAmt |
| EOY | $187,853 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,043,360 | BOYAmt |
| EOY | $101,463,712 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,312 | BOYAmt |
| EOY | $986,715 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,696,300 | BOYAmt |
| EOY | $106,281,568 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,401 | BOYAmt |
| EOY | $77,309 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,931 | BOYAmt |
| EOY | $508,606 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,081 | BOYAmt |
| EOY | $134,975 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,269,587 | BOYAmt |
| EOY | $5,833,448 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,001,000 | BOYAmt |
| EOY | $6,554,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,345,877 | BOYAmt |
| EOY | $27,026,588 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,349,423 | BOYAmt |
| EOY | $72,700,642 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,695,300 | BOYAmt |
| EOY | $99,727,230 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,696,300 | BOYAmt |
| EOY | $106,281,568 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,212,779 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,800,934 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $2,687 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$558,912 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,900,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,551,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,454,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,606,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,974,789 | CurrentTaxYearAmt |
| Total | $24,488,102 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,900,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,551,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,454,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,606,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,974,789 | CurrentTaxYearAmt |
| Total | $24,488,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,113,488 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,374,614 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,934,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,686,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,832,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,936,173 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,249,793 | CurrentTaxYearAmt |
| Total | $9,639,462 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $10,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,063 | CurrentTaxYearMinus1YearAmt |
| Total | $17,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,144,895 | TotalSupportAmt |
| Public Support CY170 | 0.53810 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 39 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 5 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $1,058,346 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $4,965 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $524,136 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $21,000 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,227,281 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $937,623 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,222,507 | BeginningYearBalanceAmt |
| Contributions | $5,735,927 | ContributionsAmt |
| Investment Earnings Or Losses | $13,758,088 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,139,149 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $362,491 | AdministrativeExpensesAmt |
| End Year Balance | $98,214,882 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,673,391 | BeginningYearBalanceAmt |
| Contributions | $4,155,128 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,139,647 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,280,254 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $186,111 | AdministrativeExpensesAmt |
| End Year Balance | $82,222,507 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,146,487 | BeginningYearBalanceAmt |
| Contributions | $4,182,596 | ContributionsAmt |
| Investment Earnings Or Losses | $12,823,051 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,402,377 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $76,366 | AdministrativeExpensesAmt |
| End Year Balance | $99,673,391 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,490,672 | BeginningYearBalanceAmt |
| Contributions | $2,726,303 | ContributionsAmt |
| Investment Earnings Or Losses | $10,227,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,269,157 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,029,189 | AdministrativeExpensesAmt |
| End Year Balance | $86,146,487 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,593,744 | BeginningYearBalanceAmt |
| Contributions | $3,266,071 | ContributionsAmt |
| Investment Earnings Or Losses | $12,832,735 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,918,590 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $283,288 | AdministrativeExpensesAmt |
| End Year Balance | $76,490,672 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.27520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.05630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.66850 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $120,967 | DepreciationAmt |
| Book Value | $154,837 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $304,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,846 | DepreciationAmt |
| Book Value | $33,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $187,853 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| HELD IN TRUST FOR OTHERS | $222,180 |
| FUNDS HELD AS AGENCY ENDOWMENTS | $5,472,779 |
| LEASE LIABILITY - OPERATING | $138,489 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,833,448 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $19,679,615 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,800,934 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,687 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$733,648 | OtherRevenueAmt |
| Revenue Not Reported | $23,069,973 | RevenueNotReportedAmt |
| Revenue Subtotal | -$3,390,358 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $153,859 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$22,850 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $131,009 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | -$3,259,349 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,647,685 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $22,850 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $22,850 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,624,835 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $153,859 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $174,736 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $328,595 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,953,430 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USES FOR ALL ENDOWED FUNDS ARE STRICTLY AS SET BY THE FUND AGREEMENT OF EACH FUND. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -18,246. DISTRIBUTIONS FROM AND CHANGE IN VALUE OF ASSETS HELD BY OTHERS 50,800. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -766,202. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES -22,850. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 22,850. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS MADE FROM AGENCY ENDOWMENTS NET OF REFUNDS 174,736. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF FOR THE GREATER GOOD | Event1Nm |
| Gross Receipts Event1 | $28,605 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $22,510 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,095 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $4,348 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $9,784 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,901 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,142 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,675 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $28,605 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $22,510 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,095 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $4,348 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $9,784 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,901 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,142 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,675 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,850 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,755 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (93 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COMMUNITY HOUSING ORGANIZATION | ||||||||
| 202 W 2ND ST | DULUTH | MN | 55802 | 411782394 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| AMERICAN RED CROSS SERVING NORTHERN MINNESOTA | ||||||||
| 2524 MAPLE GROVE ROAD | DULUTH | MN | 55811 | 530196605 | 501(C)(3) | $11,268 | $0 | PROGRAM SUPPORT, UNRESTRICTED, HOME FIRE FINANCIAL ASSISTANCE IN DOUGLAS COUNTY |
| ANIMAL ALLIES HUMANE SOCIETY | ||||||||
| 4006 AIRPORT RD | DULUTH | MN | 55811 | 410917362 | 501(C)(3) | $30,667 | $0 | UNRESTRICTED, PROGRAM SUPPORT, KEEPING PETS AT HOME IN 2024 |
| ARMORY ARTS AND MUSIC CENTER | ||||||||
| 1626 LONDON RD | DULUTH | MN | 55812 | 680497248 | 501(C)(3) | $8,016 | $0 | CELEBRATING OUR LEGACY OF MUSIC IN THE NORTHLAND, PROFESSIONALS INSPIRING THE NEXT GENERATION |
| ARROWHEAD CHORALE | ||||||||
| PO BOX 3513 | DULUTH | MN | 55803 | 411733559 | 501(C)(3) | $7,355 | $0 | UNRESTRICTED, SPIRITUAL TO SPIRITUALS, UNRESTRICTED |
| BAYFIELD CIVIC LEAGUE | ||||||||
| PO BOX 462 | BAYFIELD | WI | 54814 | 391513510 | 501(C)(3) | $7,000 | $0 | BAYFIELD GAZEBO PROJECT |
| BAYFIELD COMMUNITY EDUCATION FOUNDATION INC | ||||||||
| PO BOX 921 | BAYFIELD | WI | 54814 | 391843162 | 501(C)(3) | $12,205 | $0 | PROGRAM SUPPORT |
| BOYS & GIRLS CLUBS OF THE NORTHLAND | ||||||||
| 102 S 29TH AVE W 200 | DULUTH | MN | 55816 | 410969947 | 501(C)(3) | $13,500 | $0 | UNRESTRICTED, OUTDOOR ADVENTURES, BEHAVIORAL HEALTH PROGRAM |
| CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC (CASDA) | ||||||||
| 318 21ST AVE E | SUPERIOR | WI | 54880 | 391478768 | 501(C)(3) | $7,000 | $0 | NUTRITIOUS FOOD FOR OUR EMERGENCY SHELTER PROGRAM |
| CHILDREN'S DENTAL SERVICES | ||||||||
| 636 BROADWAY STREET NE | MINNEAPOLIS | MN | 55413 | 410857929 | 501(C)(3) | $6,866 | $0 | DENTAL CARE AND EDUCATION FOR DISABLED YOUTH, DENTAL & VAPING CARE FOR 50 HERMANTOWN YOUTH, DENTAL CARE: SERVING 250 AT-RISK CENTRAL MESABIANS |
| CHUM | ||||||||
| 102 W 2ND ST | DULUTH | MN | 55802 | 411227969 | 501(C)(3) | $16,200 | $0 | STEPPIN ON UP INITIATIVE, UNRESTRICTED, CHUM FOOD SHELF |
| CITY OF DULUTH | ||||||||
| 411 WEST FIRST STREET | DULUTH | MN | 55802 | 416005105 | 170(C)(1) | $10,000 | $0 | COMMUNITY CENTER VISION -DULUTH AFRICAN HERITAGE |
| COLLEGE OF ST SCHOLASTICA INC | ||||||||
| 1200 KENWOOD AVENUE | DULUTH | MN | 55811 | 410698301 | 501(C)(3) | $29,403 | $0 | BIOLOGY COMMUNITY HIGH IMPACT PRACTICE (BIOCHIP), 2023 SCOTT D. ANDERSON LEADERSHIP FORUM |
| COOK COUNTY HIGHER EDUCATION | ||||||||
| PO BOX 57 | GRAND MARAIS | MN | 55604 | 411920590 | 501(C)(3) | $8,362 | $0 | ADULT AND YOUTH MENTAL HEALTH FIRST AID TRAINING, ANISHANAABEMOWIN WEEKLY ZOOM CLASSES, PROGRAM SUPPORT |
| COVENANT ENABLING RESIDENCES OF MINNESOTA INC | ||||||||
| 322 N 60TH AVE W | DULUTH | MN | 55807 | 411879965 | 501(C)(3) | $6,286 | $0 | PROGRAM SUPPORT |
| DAMIANO OF DULUTH INC | ||||||||
| 206 W 4TH ST ROOM 201 | DULUTH | MN | 55806 | 411453521 | 501(C)(3) | $24,089 | $0 | UNRESTRICTED, PROGRAM SUPPORT |
| DIVINE KONNECTIONS INC | ||||||||
| 2122 WOODLAND AVE | DULUTH | MN | 55803 | 850808588 | 501(C)(3) | $10,000 | $0 | ANNIE'S HOUSE OF REFUGE & RESTORATION |
| DULUTH AREA CHAMBER FOUNDATION | ||||||||
| 5 W 1ST ST | DULUTH | MN | 55802 | 882181306 | 501(C)(3) | $50,000 | $0 | IMAGINE DOWNTOWN 2029 |
| DULUTH AREA FAMILY YMCA | ||||||||
| PO BOX 3678 | DULUTH | MN | 55803 | 410693931 | 501(C)(3) | $15,669 | $0 | UNRESTRICTED, CAMP MILLER, MODEL UNITED NATIONALS PROGRAM, RALEIGH EAGLE'S NEST- STEM/OUTDOOR EDUCATIONAL, INFANT/TODDLER THEME CURRICULUM KITS |
| DULUTH ART INSTITUTE | ||||||||
| 506 W MICHIGAN ST | DULUTH | MN | 55802 | 410945449 | 501(C)(3) | $12,624 | $0 | TA-COUMBA EXHIBIT, PUBLISHING AND MARKETING, UNRESTRICTED, PROGRAM SERVICES |
| DULUTH BALLET | ||||||||
| 506 W MICHIGAN ST | DULUTH | MN | 55802 | 416055588 | 501(C)(3) | $31,016 | $0 | UNRESTRICTED, OPERATING SUPPORT FOR STUDIO FOUR THEATER |
| DULUTH CENTER FOR WOMEN AND CHILDREN | ||||||||
| 23 W CENTRAL ENTRANCE | DULUTH | MN | 55811 | 842269147 | 501(C)(3) | $15,000 | $0 | UNRESTRICTED |
| DULUTH CHILDREN'S MUSEUM INC | ||||||||
| 2125 W SUPERIOR ST | DULUTH | MN | 55806 | 410718361 | 501(C)(3) | $24,637 | $0 | ACCESSIBLE ENVIRONMENTAL EDUCATION SPACES, BUTTERFLY GARDEN, PROGRAM SUPPORT, ACCESSIBLE SPACES, UNRESTRICTED |
| DULUTH PLAYHOUSE | ||||||||
| 211 E SUPERIOR ST | DULUTH | MN | 55802 | 410694692 | 501(C)(3) | $9,811 | $0 | SUMMER INTENSIVE - ASL ACCESS, PROGRAM SUPPORT, UNRESTRICTED |
| DULUTH PUBLIC LIBRARY | ||||||||
| 520 W SUPERIOR ST | DULUTH | MN | 55802 | 416005105 | 170(C)(1) | $5,353 | $0 | PROGRAM SUPPORT |
| ENTREPRENEUR FUND INC | ||||||||
| 202 W SUPERIOR STREET SUITE 311 | DULUTH | MN | 55802 | 363566632 | 501(C)(3) | $20,100 | $0 | EMPOWERING THRIVING COMMUNITIES & ENTREPRENEURS, UNRESTRICTED |
| FAMILY FREEDOM CENTER | ||||||||
| 310 N 1ST AVE W | DULUTH | MN | 55806 | 830943572 | 501(C)(3) | $17,000 | $0 | BLACK PARENTS ASSOCIATION, UNRESTRICTED |
| FRIENDS OF THE APOSTLE ISLANDS NATIONAL LAKESHORE | ||||||||
| 86465 MEYERS OLSON RD | BAYFIELD | WI | 54814 | 200079065 | 501(C)(3) | $7,734 | $0 | PROGRAM SUPPORT |
| FRIENDS OF THE BOUNDARY WATERS WILDERNESS | ||||||||
| 2550 UNIVERSITY AVE W | ST PAUL | MN | 55114 | 363414821 | 501(C)(3) | $20,000 | $0 | WILDERNESS RESORTATION PROJECT |
| FRIENDS OF THE FINLAND COMMUNITY | ||||||||
| PO BOX 582 | FINLAND | MN | 55603 | 830494175 | 501(C)(3) | $7,500 | $0 | FINLAND COMMUNITY YOUTH PROGRAM SUPPORT 2023 |
| GARY-MORGAN PARK HOCKEY ASSOCIATION | ||||||||
| 1463 89TH AVENUE WEST | DULUTH | MN | 55808 | 815013565 | 501(C)(3) | $8,836 | $0 | PROGRAM SUPPORT |
| GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES | ||||||||
| 400 SECOND AVENUE SOUTH | WAITE PARK | MN | 56387 | 410877820 | 501(C)(3) | $11,306 | $0 | CARDIOPULMONARY RESUSCITATION- LAKE COUNTY, PROGRAM SUPPORT |
| GREEN NEW DEAL HOUSING | ||||||||
| 1831 E 8TH ST | DULUTH | MN | 55812 | 841819301 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| HARBOR HOUSE CRISIS SHELTERS | ||||||||
| 1531 HUGHITT AVENUE | SUPERIOR | WI | 54880 | 391840533 | 501(C)(3) | $10,000 | $0 | UNRESTRICTED |
| HARTLEY NATURE CENTER | ||||||||
| 3001 WOODLAND AVE | DULUTH | MN | 55803 | 363507636 | 501(C)(3) | $8,775 | $0 | PROGRAM SUPPORT, OPERATING SUPPORT |
| HAWK RIDGE BIRD OBSERVATORY INC | ||||||||
| PO BOX 3006 | DULUTH | MN | 55803 | 760746366 | 501(C)(3) | $5,100 | $0 | AMERICAN KESTREL NEST BOX PRODUCTIVITY, UNRESTRICTED |
| HEAD OF THE LAKES UNITED WAY | ||||||||
| 314 W SUPERIOR ST | DULUTH | MN | 55802 | 410857077 | 501(C)(3) | $77,419 | $0 | PROGRAM SUPPORT |
| HEALTHY ALLIANCES MATTER FOR ALL DBA HEALTH EQUITY NORTHLAND | ||||||||
| 312 N CENTRAL AVE | DULUTH | MN | 55807 | 861658208 | 501(C)(3) | $11,454 | $0 | HEALTH EQUITY NORTHLAND COMMUNITY IMPACT, GIVING GARDEN |
| HUMAN DEVELOPMENT CENTER FOUNDATION | ||||||||
| 1401 E FIRST ST | DULUTH | MN | 55805 | 410777937 | 501(C)(3) | $16,313 | $0 | JILL'S PLACE, PROGRAM SUPPORT |
| ISD #381 - LAKE SUPERIOR PUBLIC SCHOOLS | ||||||||
| 1640 HIGHWAY 2 | TWO HARBORS | MN | 55616 | 416001896 | 170(C)(1) | $9,829 | $0 | KELLEY HIGH SCHOOL - FINE ARTS SCHOLARSHIP, MINNEAHAHA ARTS AND IMAGINATION, ROCK SOLID ROBOTICS |
| ISD #709 - DULUTH PUBLIC SCHOOLS | ||||||||
| 709 PORTIA JOHNSON DR | DULUTH | MN | 55811 | 416003776 | 170(C)(1) | $37,946 | $0 | DULUTH EAST AND DENFELD HIGH SCHOOLS IN EQUAL SHARES FOR SCIENCE TEACHING MATERIALS AND SUPPLIES, STEM EDUCATION FUND |
| JUSTICE NORTH (FKA LASNEM) | ||||||||
| 230 WEST SUPERIOR STREET | DULUTH | MN | 55802 | 410958386 | 501(C)(3) | $23,500 | $0 | LASNEM OUTREACH AND ADVOCACY IN LEGAL DESERTS, TWO HARBORS LEGAL EDUCATION, COOK COUNTY LEGAL NEEDS EDUCATION, SILVER BAY LEGAL EDUCATION |
| LA POINTE CENTER INC | ||||||||
| 103 MAIN STREET | LA POINTE | WI | 54850 | 391620538 | 501(C)(3) | $7,500 | $0 | INDIGENOUS MUSIC FESTIVAL, POSITIVITY CHILDREN'S THEATRE |
| LA POINTE COMMUNITY CLINIC INC | ||||||||
| PO BOX 45 | LA POINTE | WI | 54850 | 204888963 | 501(C)(3) | $5,316 | $0 | UNRESTRICTED, PROGRAM SUPPORT |
| LAKE COUNTY | ||||||||
| 601 3RD AVENUE | TWO HARBORS | MN | 55616 | 416005826 | 170(C)(1) | $9,500 | $0 | LAKE COUNTY MOUNTAIN BIKE TRAIL DEVELOPMENT, VSCTRAILS23 |
| LAKE COUNTY HISTORICAL SOCIETY | ||||||||
| PO BOX 128 | TWO HARBORS | MN | 55616 | 410846439 | 501(C)(3) | $15,000 | $0 | PROGRAM SUPPORT, OPERATING SUPPORT |
| LAKE SUPERIOR BIG TOP CHAUTAUQUA | ||||||||
| PO BOX 455 | WASHBURN | WI | 54806 | 391548887 | 501(C)(3) | $11,914 | $0 | DSSO AND "ANISHINAABE DIBAAJIMOWIN", SHAUN BOOTH AND THE WOMEN OF HISTORY, PROGRAM SUPPORT, NATIVE AMERICAN COMMUNITY CONNECTIONS AT BIG TOP |
| LAKE SUPERIOR COLLEGE FOUNDATION | ||||||||
| 2101 TRINITY ROAD | DULUTH | MN | 55811 | 363257072 | 501(C)(3) | $15,000 | $0 | SCHOLARSHIP ON BEHALF OF MOLINE MACHINERY LLC (TO BE USED FOR STUDENTS ENROLLED IN YOUR MACHINIST PROGRAM), FOR MEETING CRISIS NEEDS OF STUDENTS TO HELP THEM COMPLETE THEIR EDUCATIONAL GOALS, SCIENCE SUMMER CAMP 2024, ENVIRONMENTAL SCIENCES SUMMER CAMP |
| LANDMARK CONSERVANCY INC | ||||||||
| 500 E MAIN STREET SUITE 307 | MENOMONIE | WI | 54751 | 391872550 | 501(C)(3) | $39,802 | $0 | PROGRAM SUPPORT |
| LIFE HOUSE INC | ||||||||
| 102 W 1ST ST | DULUTH | MN | 55802 | 411704840 | 501(C)(3) | $10,200 | $0 | UNRESTRICTED |
| LIGHTHOUSE CENTER FOR VITAL LIVING | ||||||||
| 309 W 1ST ST | DULUTH | MN | 55802 | 410706140 | 501(C)(3) | $41,149 | $0 | PROGRAM SUPPORT |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 202 WEST SUPERIOR ST SUITE 301 | DULUTH | MN | 55802 | 133030229 | 501(C)(3) | $35,500 | $0 | MACON LEARNING TRIP, GREATER DOWNTOWN COUNCIL: DOWNTOWN ACTIVATION, UNRESTRICTED |
| MADELINE ISLAND PUBLIC LIBRARY | ||||||||
| 1 LIBRARY STREET | LA POINTE | WI | 54850 | 396005969 | 170(C)(1) | $21,259 | $0 | COMMUNITY CENTER EXPLORATION RFP, WISCONSIN TRIP 204, PROGRAM SUPPORT, MAKERSPACE PROJECT SUPPORT |
| MARSHALL SCHOOL | ||||||||
| 1215 RICE LAKE ROAD | DULUTH | MN | 55811 | 410765672 | 501(C)(3) | $51,593 | $0 | PROGRAM SUPPORT, SCHOLARSHIP SUPPORT |
| MEN AS PEACEMAKERS | ||||||||
| 123 W SUPERIOR ST | DULUTH | MN | 55802 | 411841689 | 501(C)(3) | $5,250 | $0 | UNRESTRICTED |
| MILLER-DWAN FOUNDATION | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 237396466 | 501(C)(3) | $9,996 | $0 | CONTINUED PLANNING OF SUPERIOR-BASED SERVICE MODEL FOR MENTAL HEALTH AND WELL-BEING, UNRESTRICTED, PEDIATRICS BURN CARE, SOLVAY HOSPICE HOME, CHILD & ADOLESCENT MENTAL HEALTH |
| MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS | ||||||||
| 24 W 2ND ST | DULUTH | MN | 55802 | 411420162 | 501(C)(3) | $5,353 | $0 | PROGRAM SUPPORT |
| NAMI LAKE SUPERIOR SOUTH SHORE WI INC | ||||||||
| PO BOX 1224 | SUPERIOR | WI | 54880 | 810823930 | 501(C)(3) | $10,000 | $0 | HOPE HAVE CRISIS PEER RESPITE HOUSE |
| NATURAL RESOURCES FOUNDATION OF WISCONSIN | ||||||||
| 211 S PATERSON ST SUITE 100 | MADISON | WI | 53703 | 391572034 | 501(C)(3) | $22,000 | $0 | RESTORING INCH LAKE AND LAKE TWO PINES SNAS, NRF WI GRANT WRITER MATCH |
| NORTH SHORE COMMUNITY SCHOOL | ||||||||
| 5926 RYAN ROAD | DULUTH | MN | 55804 | 412009080 | 501(C)(3) | $8,078 | $0 | FOR THE PURPOSE OF SUPPORTING A STAFF NATURALIST POSITION, PROGRAM SUPPORT |
| NORTH SHORE HEALTH CARE FOUNDATION | ||||||||
| PO BOX 454 | GRAND MARAIS | MN | 55604 | 411694904 | 501(C)(3) | $11,492 | $0 | 50% FOR THE NORTH SHORE TRAVEL FUND FOR CANCER PATIENTS AND 50% FOR ALZHEIMER'S PATIENTS, HEALTHCARE WORKFORCE SOLUTIONS IN COOK COUNTY |
| NORTH SHORE HORIZONS INC | ||||||||
| 127 7TH ST | TWO HARBORS | MN | 55616 | 411451736 | 501(C)(3) | $7,500 | $0 | TABLETS |
| NORTHLAND COLLEGE | ||||||||
| 1411 ELLIS AVE | ASHLAND | WI | 54806 | 390806428 | 501(C)(3) | $6,593 | $0 | PROGRAM SUPPORT, UNRESTRICTED |
| NORTHWOOD CHILDREN'S SERVICES | ||||||||
| 4000 W 9TH ST | DULUTH | MN | 55807 | 410706108 | 501(C)(3) | $13,336 | $0 | PROGRAM SUPPORT |
| NORTHWOODS WOMEN INC | ||||||||
| PO BOX 88 | ASHLAND | WI | 54806 | 391364912 | 501(C)(3) | $5,698 | $0 | SURVIVOR GROUP SUPPLIES, ANIMAL SUPPORT FUND, PROGRAM SUPPORT |
| PBS NORTH | ||||||||
| 632 NIAGARA CT | DULUTH | MN | 55811 | 410877607 | 501(C)(3) | $14,031 | $0 | NATIVE REPORT SEASON 19 , DSSO CONCERT PRESENTATION, PROGRAM SUPPORT |
| PFLAG WASHBURN | ||||||||
| PO BOX 434 | WASHBURN | WI | 54891 | 264463368 | 501(C)(3) | $5,900 | $0 | WCB PFLAG OWL OUTREACH EDUCATION CONFERENCING , NEW LGBTQ+ RESOURCE CENTER |
| PILGRIM CONGREGATIONAL CHURCH | ||||||||
| 2310 EAST FOURTH STREET | DULUTH | MN | 55812 | 410704218 | 501(C)(3) | $13,586 | $0 | PROGRAM SUPPORT |
| PROJECT RENEWAL OF DAVENPORT | ||||||||
| 906 WEST 5TH ST | DAVENPORT | IA | 52802 | 134292017 | 501(C)(3) | $25,000 | $0 | UNRESTRICTED |
| PUPPA'S PALS | ||||||||
| 512 N 54TH AVE WEST | DULUTH | MN | 55807 | 881202399 | 501(C)(3) | $9,869 | $0 | FOSTER SET UP PACKAGES AND OPERATING COSTS |
| RAILS ENDOWMENT FOR ACADEMIC ART AND ATHLETIC DEVELOPMENT | ||||||||
| 131 9TH AVENUE | PROCTOR | MN | 55810 | 770672002 | 501(C)(3) | $8,495 | $0 | PROGRAM SUPPORT |
| ROTARY CLUB OF CLOQUET | ||||||||
| PO BOX 292 | CLOQUET | MN | 55720 | 300703646 | 501(C)(3) | $6,500 | $0 | SCHOLARSHIP PROGRAM |
| SCHOOL DISTRICT OF BAYFIELD | ||||||||
| 300 N 4TH ST | BAYFIELD | WI | 54814 | 396000864 | 170(C)(1) | $7,000 | $0 | OPERATION ROCK LA POINTE |
| SCHOOL DISTRICT OF SUPERIOR | ||||||||
| 3025 TOWER AVENUE | SUPERIOR | WI | 54880 | 396004736 | 170(C)(1) | $25,682 | $0 | PROGRAM SUPPORT, SCHOLARSHIP SUPPORT |
| SECOND HARVEST NORTHERN LAKES FOOD BANK DBA SECOND HARVEST NORTHLAND | ||||||||
| 4503 AIRPARK BLVD | DULUTH | MN | 55811 | 363479964 | 501(C)(3) | $16,936 | $0 | 2023/2024 CHILD HUNGER PROGRAM, UNRESTRICTED, NOURISH THE NORTHLAND, PROGRAM SUPPORT |
| SIGGY'S MUSICAL GARDEN INCORPORATED | ||||||||
| 1619 LAMBORN AVENUE | SUPERIOR | WI | 54880 | 833921063 | 501(C)(3) | $5,983 | $0 | SUPERIOR PORCHFEST/SIGGY'S SENIOR SESSIONS/MMS |
| ST LUKE'S FOUNDATION | ||||||||
| 1000 E 1ST ST SUITE 102 | DULUTH | MN | 55805 | 411448118 | 501(C)(3) | $14,377 | $0 | PROGRAM SUPPORT, UNRESTRICTED |
| THE SALVATION ARMY - DULUTH | ||||||||
| 215 SOUTH 27TH AVENUE WEST | DULUTH | MN | 55806 | 362167910 | 501(C)(3) | $7,383 | $0 | PROGRAM SUPPORT, UNRESTRICTED, EMERGENCY FOOD SHELF |
| TOGETHER FOR LIFE NORTHLAND INC DBA STAR OF THE NORTH MATERNITY HOME | ||||||||
| 11 E SUPERIOR ST | DULUTH | MN | 55802 | 270447207 | 501(C)(3) | $10,000 | $0 | IRON RANGE MATERNITY HOME CARE MANAGER |
| TOWN OF LA POINTE | ||||||||
| PO BOX 270 | LA POINTE | WI | 54850 | 396005969 | 170(C)(1) | $10,675 | $0 | MAINTENANCE AND REPAIR OF THE MICHAEL CHAPEL AT GREENWOOD CEMETERY, LA POINTE PORTA POTTY BEAUTIFICATION PROJECT |
| TWO HARBORS AREA FOOD SHELF | ||||||||
| 2124 10TH AVE | TWO HARBORS | MN | 55616 | 471321541 | 501(C)(3) | $9,000 | $0 | PROVIDING FRESH & HEALTHY FOOD AMID RISING NEED, FRESH & HEALTHY FOOD ACCESS FOR ALL, PROVIDING FRESH & HEALTH FOOD IN LAKE COUNTY |
| TWO HARBORS COMMUNITY RADIO | ||||||||
| 629 8TH AVE | TWO HARBORS | MN | 55616 | 352458586 | 501(C)(3) | $7,300 | $0 | KTWH FULL POWER ESSENTIALS , WEBSITE DESIGN |
| U OF MN DULUTH - EXCELLENCE FUND | ||||||||
| DEPARTMENT OF DEVELOPMENT | DULUTH | MN | 55812 | 416007513 | 501(C)(3) | $5,268 | $0 | PROGRAM SUPPORT |
| UDAC INC | ||||||||
| 4724 MIKE COLALILLO DR | DULUTH | MN | 55807 | 410856115 | 501(C)(3) | $7,190 | $0 | PROGRAM SUPPORT, UNRESTRICTED |
| UNION GOSPEL MISSION | ||||||||
| 219 EAST 1ST STREET | DULUTH | MN | 55802 | 410724066 | 501(C)(3) | $8,533 | $0 | PROGRAM SUPPORT, UNRESTRICTED |
| UNITED WAY OF NORTHEASTERN MINNESOTA | ||||||||
| 608 EAST DRIVE | CHISHOLM | MN | 55719 | 410908454 | 501(C)(3) | $6,000 | $0 | BUDDY BACKPACKS |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| CORPORATE ENGAGEMENT CENTER | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | $132,299 | $0 | UMD ENGINEERING SCHOLARSHIP ON BEHALF OF MOLINE MACHINERY LLC, TWIN PORTS TEEN SCIENCE CAF, PROVIDING SUPPORT TO ENCOURAGE DIVERSITY, ADAPTIVE SAMPLER AND THE BOULDER LAKE ELC, BATS OF THE BOULDER LAKE MANAGEMENT AREA, TWEED MUSEUM OF ART, UMD DULUTH RAMSETER NORTHERN BIBLE SOCIETY BIBLE COLLECTION, SCHOLARSHIP SUPPORT |
| UNIVERSITY OF WISCONSIN SUPERIOR FOUNDATION INC | ||||||||
| PO BOX 2000 | SUPERIOR | WI | 54880 | 396088707 | 501(C)(3) | $25,000 | $0 | LAKE SUPERIOR FLOATING CLASSROOM: MICROSCOPES |
| VITA NOVA | ||||||||
| PO BOX 161044 | DULUTH | MN | 55816 | 271354662 | 501(C)(3) | $10,000 | $0 | HFI OPERATIONS |
| WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY | ||||||||
| PO BOX 3190 | DULUTH | MN | 55803 | 411631246 | 501(C)(3) | $12,300 | $0 | SAFETY AND ACCESSIBILITY HOME ADAPTATIONS |
| WOLF RIDGE ENVIRONMENTAL LEARNING CENTER | ||||||||
| 6282 CRANBERRY ROAD | FINLAND | MN | 55603 | 411251705 | 501(C)(3) | $19,200 | $0 | FARM HIGH TUNNEL |
| YWCA OF DULUTH | ||||||||
| 32 E1ST STREET 202 | DULUTH | MN | 55802 | 410696493 | 501(C)(3) | $39,826 | $0 | OUTDOOR ENRICHMENT FOR EARLY CHILDHOOD CENTER, SPIRIT VALLEY, PROGRAM SUPPORT, YOUNG MOTHERS PROGRAM |
| ZEITGEIST CENTER FOR ARTS AND COMMUNITY | ||||||||
| 222 E SUPERIOR ST STE 326 | DULUTH | MN | 55802 | 206424699 | 501(C)(3) | $21,279 | $0 | CONNECTIONS WITH THE MINNESOTA MEDIA ARTS PROGRAM, LAND OF STORIES, MINNESOTA FILM FESTIVAL, ZINEMA RENTAL, INVISIBLE FENCES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 93 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 140 | RecipientCnt |
| Cash Grant | $454,505 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DULUTH SUPERIOR AREA COMMUNITY FOUNDATION (DSACF) REQUIRES ALL GRANTEES TO SIGN AND ABIDE BY A GRANT AGREEMENT THAT REQUIRES THE GRANTEE TO USE GRANT MONIES ONLY FOR THE DESIGNATED PURPOSES DESCRIBED IN THE GRANT APPLICATION, MAINTAIN THEIR BOOKS/RECORDS TO ACCOUNT FOR SEPARATELY THE GRANT FUNDS AND EXPENDITURES, PERMIT DSACF ACCESS TO THEIR FILES/RECORDS, RETURN ANY UNUSED FUNDS, AND SUBMIT THE FINAL PROJECT REPORT BY A SET DATE. THE DSACF DIRECTOR OF COMMUNITY PHILANTHROPY AND THEIR STAFF MONITORS THE GRANTEE'S COMPLETION OF THESE CRITERIA INCLUDING REPORT REVIEWS, RANDOM FIELD AND GRANTEE REQUIRED PROGRESS REPORTS AND OTHER WORK AS CONSIDERED NECESSARY TO ENSURE FULL GRANTEE COMPLIANCE WITH ALL TERMS OF THE GRANT AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN FLOERKE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $150,124 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,445 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,596 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,684 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $177,849 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $64,598 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,558 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | IN 2023, AS PART OF ONGOING STRATEGIC PLANNING EFFORTS, DSACF MADE SIGNIFICANT IMPROVEMENTS TO GRANTMAKING DESIGNED TO BETTER ALIGN RESOURCES WITH THE NEEDS OF THE COMMUNITIES SERVED. THIS INVOLVED RESTRUCTURING COMMITTEES TO INCLUDE COMMUNITY MEMBERS WITH LIVED EXPERIENCE AND EXPERTISE IN THE AREAS WHERE FUNDS ARE DIRECTED (E.G., CHILDHOOD POVERTY, MISSING A SENSE OF BELONGING, ETC.). THE FOCUS AREAS OF OPPORTUNITY, RESILIENCE, BELONGING AND TRANSFORMATION WERE DEVELOPED AND DEFINED THROUGH COMMUNITY FEEDBACK AND RESEARCH TO ENSURE EFFORTS ARE IMPACTFUL AND SUSTAINABLE. THE FIRST REQUEST FOR PROPOSALS UNDER THE NEW GUIDELINES WAS LAUNCHED IN THE FOURTH QUARTER OF 2023. THESE CHANGES ARE PART OF THE BROADER STRATEGY TO ENHANCE THE EFFECTIVENESS AND REACH OF DSACF'S GRANTMAKING, ENSURING THAT NOT ONLY NEEDS ARE MET, BUT EFFORTS FOCUS ON MEANINGFUL, LASTING IMPROVEMENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY INDEPENDENT AUDITORS AS A RESULT OF THEIR AUDIT, REVIEWED BY DSACF PRESIDENT, FINANCIAL OFFICER, DSACF AUDIT COMMITTEE THEN BY FULL DSACF BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS POLICY AND QUESTIONNAIRE SENT OUT TO ALL BOARD OF TRUSTEES (BOT) MEMBERS AND DSACF STAFF MONITORS BOT RESPONSES ALSO IN MAY WHEN NEW BOT MEMBERS TERM BEGINS THE SAME POLICY AND QUESTIONNAIRE IS SENT OUT AND DSACF STAFF MONITORS. AT EVERY BOT AND COMMITTEE MEETING A CONFLICT OF INTEREST SHEET IS PASSED OUT TO ATTENDEES TO MARK ANY CONFLICTS BEFORE VOTING, SAID SHEETS ARE GATHERED AND CONFLICTS ENTERED INTO BOARD ACTIONS. BOARD MEMBERS WITH CONFLICTS ARE ASKED TO LEAVE THE ROOM DURING ANY DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE RECOMMENDS THE SALARY FOR THE PRESIDENT WHO RECOMMENDS SALARY FOR ALL OTHER STAFF IN A BUDGET FOR EXECUTIVE COMMITTEE AND BOARD APPROVAL. THIS IS COMPLETED ANNUALLY AS PART OF THE OVERALL BUDGET ANALYSIS BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN PRESENTS THE BUDGET TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND A FINANCIAL STATUS REPORT IN OUR ANNUAL REPORT IS SENT OUT TO NUMEROUS DONORS. |
| FORM 990, PART XI, LINE 9: | DISTRIBUTIONS FROM AND CHANGE IN VALUE OF ASSETS HELD BY OTHERS 50,800. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -18,246. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -591,466. |