COMMUNITY FOUNDATION OF THE FOX RIVER VALLEY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF THE FOX RIVER VALLEY (EIN 36-6086742)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349310434
- 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 | 2024-11-15T11:18:05+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S Meyers Road Suite 500 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | 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 | 366086742 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of the Fox River Valley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 6308967800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1971 WEST DOWNER PLACE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE CHRISTMAN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 6308967800 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Preparation | 2024-11-15 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE CHRISTMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1971 WEST DOWNER PLACE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,891,066 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFFRV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PUBLIC COMMUNITY FOUNDATION WHICH ENHANCES AND SUPPORTS THE QUALITY OF LIFE IN THE FOX RIVER VALLEY AREA OF NORTHEASTERN ILLINOIS BY PROVIDING EFFECTIVE AND REWARDING WAYS FOR DONORS TO FULFILL THEIR PHILANTHROPIC OBJECTIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 58 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,857,059 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,884,860 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,059,535 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,248,418 | CYInvestmentIncomeAmt |
| PY Other Revenue | $330,574 | PYOtherRevenueAmt |
| CY Other Revenue | $359,620 | CYOtherRevenueAmt |
| PY Total Revenue | $13,247,168 | PYTotalRevenueAmt |
| CY Total Revenue | $17,492,898 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,814,530 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,082,669 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $642,886 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,046,994 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,463 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $977,874 | PYOtherExpensesAmt |
| CY Other Expenses | $1,036,454 | CYOtherExpensesAmt |
| PY Total Expenses | $9,435,290 | PYTotalExpensesAmt |
| CY Total Expenses | $9,166,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,811,878 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,326,781 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,792,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,715,598 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,439 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $670,966 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $112,729,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $132,044,632 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE EFFECTIVE AND REWARDING WAYS FOR DONORS TO FULFILL THEIR PHILANTHROPIC OBJECTIVES BY ADMINSTERING CHARITABLE FUNDS THAT DISTRIBUTE GRANTS AND SCHOLARSHIPS TO BENEFIT THE CITIZENS OF KANE AND KENDALL COUNTIES OF ILLINOIS INCLUDING THE GREATER CITY OF AURORA AREA. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $7,439,948 | ExpenseAmt |
| Grant | $7,082,669 | GrantAmt |
| Desc | ADMINISTRATION AND DISTRIBUTION OF DONATED PROPERTY IN ACCORDANCE WITH THE TERMS OF GIFTS, BEQUESTS, OR OTHER DEVISES. FOUNDATION FUNDS ARE USED TO PROVIDE GRANTS, SCHOLARSHIPS TO AREA STUDENTS, AND ENHANCE AND SUPPORT THE QUALITY OF LIFE IN THE AREA. OF A NATIONAL SETTLEMENT, THE ILLINOIS ATTORNEY GENERAL AWARDED A GRANT, IN PARTNERSHIP WITH JOSEPH CORPORATION, FOX VALLEY HABITAT FOR HUMANITY AND HABITAT FOR HUMANITY OF NORTHERN FOX VALLEY, KANE COUNTY OFFICE OF COMMUNITY REINVESTMENT, AND NEIGHBORHOOD HOUSING SERVICES OF CHICAGO TO SUPPORT A GEOGRAPHICALLY-TARGETED EFFORT TO REDEVELOP AND STABILIZE PRIORITY NEIGHBORHOOD BLOCKS IN VARIOUS COMMUNITIES ALONG THE FOX RIVER VALLEY FROM FORECLOSURES AND VACANT PROPERTIES. | Desc |
| Total Program Service Expenses | $7,439,948 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE CHRISTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6308967800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1971 WEST DOWNER PLACE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60506 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AUSTIN DEMPSEY | |||||||
| CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ECCHER JAMES | |||||||
| TREASURER | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY JEFFREY | |||||||
| VICE CHAIR | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JESSICA BREUGELMANS | |||||||
| SECRETARY | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN KONEN | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL VONHOFF | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DON KREMIN | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE HEMPHILL | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KATHRYN BIRKETT | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MATT GILMORE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS RICHARD-THOMPSON | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| ROB HOLLIS | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| STAN FREE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| WENDY K WHITE EAGLE | |||||||
| DIRECTOR | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JULIE CHRISTMAN | |||||||
| PRESIDENT & CEO | 40.0 | Yes (X) | $191,478 | $0 | $12,082 | ||
| CATHRYN SCHWIEGER | |||||||
| VP MARKETING & COMMUNICATIONS | 40.0 | $101,000 | $0 | $11,503 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $292,478 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| OLD SECOND NATIONAL BANK | ||||||
| 37 S RIVER ST | AURORA | IL | 60506 | INVESTMENT SERVICES | $391,561 | |
| Conduent Business Services | ||||||
| 100 CAMPUS DR | FLORAM PARK | NJ | 07932 | CONSULTING | $100,372 | STE 200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $81,300 | FundraisingAmt |
| All Other Contributions | $9,803,560 | AllOtherContributionsAmt |
| Noncash Contributions | $1,688,279 | NoncashContributionsAmt |
| Total Contributions | $9,884,860 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,669,838 | TotalRevenueColumnAmt |
| Exclusion | $3,669,838 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $51,760,759 | SecuritiesAmt |
| Other | $2,000,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $48,347,179 | SecuritiesAmt |
| Other | $1,835,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,413,580 | SecuritiesAmt |
| Other | $165,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,578,580 | TotalRevenueColumnAmt |
| Exclusion | $3,578,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $398,722 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $81,300 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $215,989 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,733 | TotalRevenueColumnAmt |
| Exclusion | $182,733 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $176,887 | TotalRevenueColumnAmt |
| Exclusion | $176,887 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $176,887 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,492,898 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,608,038 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,469,995 | TotalAmt |
| Program Services | $5,469,995 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,612,674 | TotalAmt |
| Program Services | $1,612,674 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,560 | TotalAmt |
| Management And General | $203,560 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,398 | TotalAmt |
| Program Services | $277,762 | ProgramServicesAmt |
| Management And General | $344,571 | ManagementAndGeneralAmt |
| Fundraising | $67,065 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,753 | TotalAmt |
| Program Services | $6,784 | ProgramServicesAmt |
| Management And General | $12,111 | ManagementAndGeneralAmt |
| Fundraising | $2,858 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,035 | TotalAmt |
| Program Services | $16,048 | ProgramServicesAmt |
| Management And General | $50,909 | ManagementAndGeneralAmt |
| Fundraising | $6,078 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,248 | TotalAmt |
| Program Services | $12,658 | ProgramServicesAmt |
| Management And General | $41,258 | ManagementAndGeneralAmt |
| Fundraising | $5,332 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,320 | TotalAmt |
| Management And General | $17,320 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,949 | TotalAmt |
| Management And General | $27,949 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,031 | TotalAmt |
| Management And General | $555,031 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,766 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,953 | ManagementAndGeneralAmt |
| Fundraising | $9,813 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,332 | TotalAmt |
| Program Services | $1,523 | ProgramServicesAmt |
| Management And General | $212,767 | ManagementAndGeneralAmt |
| Fundraising | $5,042 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,050 | TotalAmt |
| Program Services | $21,900 | ProgramServicesAmt |
| Management And General | $66,150 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,741 | TotalAmt |
| Management And General | $30,741 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,311 | TotalAmt |
| Management And General | $11,311 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,456 | TotalAmt |
| Management And General | $12,456 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Dues and Subscriptions | $21,096 | $1,500 | $18,721 | $875 |
| Grantmaking Program | $18,384 | $18,384 | ||
| Donor Development | $17,066 | $6,015 | $11,051 | |
| Staff and Board Expenses | $3,654 | $720 | $2,585 | $349 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $298 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,166,117 | TotalAmt |
| Program Services | $7,439,948 | ProgramServicesAmt |
| Management And General | $1,617,706 | ManagementAndGeneralAmt |
| Fundraising | $108,463 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,329,443 | BOYAmt |
| EOY | $4,841,247 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $717,635 | BOYAmt |
| EOY | $1,830,603 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $152,548 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $354,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,683 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,647 | BOYAmt |
| EOY | $326,553 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,028,766 | BOYAmt |
| EOY | $124,783,636 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,600 | BOYAmt |
| EOY | $189,600 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,892,276 | BOYAmt |
| EOY | $591,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,792,367 | BOYAmt |
| EOY | $132,715,598 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,503 | BOYAmt |
| EOY | $125,570 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,936 | BOYAmt |
| EOY | $545,396 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,439 | BOYAmt |
| EOY | $670,966 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,325,631 | BOYAmt |
| EOY | $35,258,769 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,404,297 | BOYAmt |
| EOY | $96,785,863 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,729,928 | BOYAmt |
| EOY | $132,044,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,792,367 | BOYAmt |
| EOY | $132,715,598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,326,781 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,987,883 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $40 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $4,672,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,949,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,063,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,857,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,283,582 | CurrentTaxYearAmt |
| Total | $38,826,160 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,672,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,949,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,063,610 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,857,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,283,582 | CurrentTaxYearAmt |
| Total | $38,826,160 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,891,212 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,934,948 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,325,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,888,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,195,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,768,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,669,838 | CurrentTaxYearAmt |
| Total | $12,847,743 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,528 | CurrentTaxYearMinus3YearsAmt |
| Total | $13,528 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,418 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $330,574 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $176,887 | CurrentTaxYearAmt |
| Total | $604,307 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $52,291,738 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.5533 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5336 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 6577.0, COLUMN B - 49851.0, COLUMN C - 40418.0, COLUMN D - 330574.0, COLUMN E - 176887.0, COLUMN F - 604307.0; | ExplanationTxt |
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 | 104 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,530,743 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,691,357 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,779,277 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $85,532,017 | BeginningYearBalanceAmt |
| Contributions | $2,809,316 | ContributionsAmt |
| Investment Earnings Or Losses | $14,949,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,858,481 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $435,148 | AdministrativeExpensesAmt |
| End Year Balance | $99,997,110 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $103,637,341 | BeginningYearBalanceAmt |
| Contributions | $984,488 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,619,013 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,063,380 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $407,419 | AdministrativeExpensesAmt |
| End Year Balance | $85,532,017 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,653,282 | BeginningYearBalanceAmt |
| Contributions | $1,927,971 | ContributionsAmt |
| Investment Earnings Or Losses | $13,206,726 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,717,587 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $433,051 | AdministrativeExpensesAmt |
| End Year Balance | $103,637,341 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,599,070 | BeginningYearBalanceAmt |
| Contributions | $2,342,570 | ContributionsAmt |
| Investment Earnings Or Losses | $10,861,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,834,245 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $315,317 | AdministrativeExpensesAmt |
| End Year Balance | $90,653,282 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,166,943 | BeginningYearBalanceAmt |
| Contributions | $1,868,896 | ContributionsAmt |
| Investment Earnings Or Losses | $14,507,317 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,341,256 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $602,830 | AdministrativeExpensesAmt |
| End Year Balance | $80,599,070 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.19 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.47 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.34 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $312,676 | OtherCostOrOtherBasisAmt |
| Book Value | $312,676 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,683 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,877 | OtherCostOrOtherBasisAmt |
| Book Value | $13,877 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $326,553 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Lease Liabilities | Desc |
| Amt | $545,396 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $545,396 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $28,206,316 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,987,883 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $64,577 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $215,989 | OtherRevenueAmt |
| Revenue Not Reported | $11,268,449 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,937,867 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $555,031 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $555,031 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,492,898 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,891,612 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $64,537 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $215,989 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $280,526 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,611,086 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $555,031 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $555,031 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,166,117 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | ENHANCE AND SUPPORT THE QUALITY OF LIFE IN THE FOX RIVER VALLEY AREA OF NORTHEASTERN ILLINOIS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Direct Fundraising Expense - 215989 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | Direct Fundraising Expense - 215989 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 75th Anniversary Gala | Event1Nm |
| Gross Receipts Event1 | $480,022 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $81,300 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $398,722 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $108,223 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $411 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $14,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $92,955 | OtherDirectExpensesEvent1Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $480,022 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $81,300 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $398,722 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $108,223 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $411 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $92,955 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $215,989 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $182,733 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (76 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Anderson Humane | ||||||||
| 1000 South LaFox Street | South Elgin | IL | 60177 | 366164626 | 501(C)3 | $12,500 | Benefit Greater Aurora Area | |
| As Our Own | ||||||||
| 1334 Brittmoore Road Suite 2302 | Houston | TX | 77043 | 204725399 | 501(C)3 | $25,000 | Benefit Greater Aurora Area | |
| Aurora Catholic Education Foundation | ||||||||
| PO Box 234 | Aurora | IL | 60507 | 237288039 | 501(C)3 | $7,059 | Benefit Greater Aurora Area | |
| Aurora Christian School | ||||||||
| 2255 Sullivan Road | Aurora | IL | 60506 | 510137625 | 501(C)3 | $48,688 | Benefit Greater Aurora Area | |
| Aurora East Educational Foundation | ||||||||
| 310 Seminary Avenue | Aurora | IL | 60505 | 363855338 | 501(C)3 | $12,585 | Benefit Greater Aurora Area | |
| Aurora Historical Society | ||||||||
| PO Box 905 | Aurora | IL | 60507 | 362348569 | 501(C)3 | $18,515 | Benefit Greater Aurora Area | |
| Aurora Lions Foundation | ||||||||
| 520 Redwood Drive | Aurora | IL | 60506 | 990709214 | 501(C)3 | $5,129 | Benefit Greater Aurora Area | |
| Aurora Public Library | ||||||||
| 101 South River Street | Aurora | IL | 60506 | 364439461 | 501(C)3 | $11,921 | Benefit Greater Aurora Area | |
| Aurora University | ||||||||
| 347 South Gladstone Avenue | Aurora | IL | 60506 | 362166964 | 501(C)3 | $58,050 | Benefit Greater Aurora Area | |
| Bethlehem Lutheran Church | ||||||||
| PO Box 3850 | Saint Charles | IL | 60174 | 262181956 | 501(C)3 | $7,000 | Benefit Greater Aurora Area | |
| Blue Courage LLC | ||||||||
| 123 South Evanslawn Avenue | Aurora | IL | 60506 | 464915796 | 501(C)3 | $64,423 | Benefit Greater Aurora Area | |
| By the Hand Club for Kids | ||||||||
| PO Box 10043 | Chicago | IL | 60610 | 203144284 | 501(C)3 | $10,000 | Benefit Greater Aurora Area | |
| Cal's All Star Angel Foundation | ||||||||
| 2422 W MAIN STREET UNIT 3B | Saint Charles | IL | 60175 | 208811843 | 501(C)3 | $9,556 | Benefit Greater Aurora Area | |
| Cal's Angels | ||||||||
| 2422 West Main Street Unit 3B | Saint Charles | IL | 60175 | 208811843 | 501(C)3 | $106,410 | Benefit Greater Aurora Area | |
| Campus Crusade for Christ International | ||||||||
| PO Box 628222 | Orlando | FL | 328628222 | 330863088 | 501(C)3 | $35,000 | Benefit Greater Aurora Area | |
| Carmel Catholic High School | ||||||||
| 1 Carmel Parkway | Mundelein | IL | 60060 | 363591887 | 501(C)3 | $10,000 | Benefit Greater Aurora Area | |
| CASA Kane County | ||||||||
| 100 South Third Strteet | Geneva | IL | 60134 | 363653491 | 501(C)3 | $81,419 | Benefit Greater Aurora Area | |
| Chapelstreet Church | ||||||||
| 2300 South Street | Geneva | IL | 60134 | 362817169 | 501(C)3 | $16,000 | Benefit Greater Aurora Area | |
| City of Aurora | ||||||||
| 44 East Downer Place | Aurora | IL | 60505 | 366005778 | GOV | $47,509 | Benefit Greater Aurora Area | |
| City of Geneva | ||||||||
| 22 South First Street | Geneva | IL | 60134 | 366005893 | GOV | $12,669 | Benefit Greater Aurora Area | |
| City of St Charles Finance Director | ||||||||
| Attn Bill Hannah | Saint Charles | IL | 60174 | 366006090 | GOV | $30,000 | Benefit Greater Aurora Area | 2 East Main Street |
| Community Crisis Center | ||||||||
| PO Box 1390 | Elgin | IL | 60121 | 362855797 | 501(C)3 | $15,000 | Benefit Greater Aurora Area | |
| Corbella Clinic | ||||||||
| 101 East State Street | South Elgin | IL | 60177 | 363554765 | 501(C)3 | $7,500 | Benefit Greater Aurora Area | |
| DuPage Children's Museum | ||||||||
| 301 North Washington Street | Naperville | IL | 60540 | 363565001 | 501(C)3 | $7,500 | Benefit Greater Aurora Area | |
| Easterseals DuPage & Fox Valley | ||||||||
| 830 S Addison Avenue | Villa Park | IL | 60181 | 362476388 | 501(C)3 | $15,000 | Benefit Greater Aurora Area | EasterSealsDFVRorg |
| Emmaus Ministries | ||||||||
| PO Box 431 | Wheaton | IL | 601870431 | 363736579 | 501(C)3 | $20,000 | Benefit Greater Aurora Area | |
| FamilyLife | ||||||||
| PO Box 628222 | Orlando | FL | 32862 | 205340940 | 501(C)3 | $10,000 | Benefit Greater Aurora Area | |
| Family Service Association of Greater Elgin Area | ||||||||
| 1752 Capital Street Suite 100 | Elgin | IL | 60124 | 362169149 | 501(C)3 | $16,575 | Benefit Greater Aurora Area | |
| First Presbyterian Church | ||||||||
| 325 East Downer Place | Aurora | IL | 60505 | 362191244 | 501(C)3 | $6,000 | Benefit Greater Aurora Area | |
| Fox Valley Animal Welfare League | ||||||||
| 11 John Street | North Aurora | IL | 60542 | 237235674 | 501(C)3 | $31,724 | Benefit Greater Aurora Area | |
| Fox Valley Christian Action | ||||||||
| 35W701 Riverwoods Lane | Saint Charles | IL | 60174 | 362911588 | 501(C)3 | $15,000 | Benefit Greater Aurora Area | |
| Fox Valley Hands of Hope | ||||||||
| 200 Whitfield Drive | Geneva | IL | 60134 | 363111451 | 501(C)3 | $5,850 | Benefit Greater Aurora Area | |
| Fox Valley Park Foundation | ||||||||
| 101 West Illinois Avenue | Aurora | IL | 60506 | 363124632 | 501(C)3 | $7,053 | Benefit Greater Aurora Area | |
| Fox Valley Patriotic Organization | ||||||||
| 140 First Street | Batavia | IL | 60510 | 300957675 | 501(C)3 | $5,051 | Benefit Greater Aurora Area | |
| Fun Time Early Childhood Academy | ||||||||
| 102 12th Street North | Naples | FL | 34102 | 591039978 | 501(C)3 | $10,000 | Benefit Greater Aurora Area | |
| Geneva Academic Foundation | ||||||||
| PO Box 44 | Geneva | IL | 60134 | 363525778 | 501(C)3 | $8,000 | Benefit Greater Aurora Area | |
| Geneva Community Unit School District 304 | ||||||||
| 227 North Fourth Street | Geneva | IL | 60134 | 366007988 | 501(C)3 | $32,536 | Benefit Greater Aurora Area | |
| Hardystrong Foundation | ||||||||
| 3N441 Vachel Lindsay Street | St Charles | IL | 60175 | 920935476 | 501(C)3 | $7,850 | Benefit Greater Aurora Area | |
| Harold E Eisenberg Foundation | ||||||||
| 1460 Techny Road | Northbrook | IL | 60062 | 364275754 | 501(C)3 | $15,000 | Benefit Greater Aurora Area | |
| Hesed House | ||||||||
| 659 South River Street | Aurora | IL | 60506 | 363285644 | 501(C)3 | $89,814 | Benefit Greater Aurora Area | |
| Holy Angels Catholic Church | ||||||||
| 180 South Russell Avenue | Aurora | IL | 60506 | 362207926 | 501(C)3 | $9,201 | Benefit Greater Aurora Area | |
| HonorHealth Foundation | ||||||||
| 8125 N Hayden Road | Scottsdale | AZ | 85258 | 742355411 | 501(C)3 | $20,000 | Benefit Greater Aurora Area | |
| Illinois Tech Advancement | ||||||||
| 7565 Solution Center | Chicago | IL | 60677 | 362170136 | 501(C)3 | $70,000 | Benefit Greater Aurora Area | |
| Kids Golf Foundation of Illinois | ||||||||
| PO Box 610 | Sugar Grove | IL | 60554 | 364226416 | 501(C)3 | $25,000 | Benefit Greater Aurora Area | |
| Lazarus House | ||||||||
| 214 Walnut Street | Saint Charles | IL | 60174 | 364187609 | 501(C)3 | $8,000 | Benefit Greater Aurora Area | |
| Lighthouse Foundation | ||||||||
| 210 S 5th St | St Charles | IL | 60174 | 320537969 | 501(C)3 | $10,000 | Benefit Greater Aurora Area | Suite 104 |
| Max McGraw Wildlife Foundation | ||||||||
| PO Box 9 | Dundee | IL | 60118 | 362519612 | 501(C)3 | $15,000 | Benefit Greater Aurora Area | |
| Mutual Ground Inc | ||||||||
| 418 Oak Avenue | Aurora | IL | 60506 | 362921680 | 501(C)3 | $9,710 | Benefit Greater Aurora Area | |
| Northern Illinois Food Bank | ||||||||
| 273 Dearborn Court | Geneva | IL | 60134 | 363203648 | 501(C)3 | $15,675 | Benefit Greater Aurora Area | |
| Northwestern Memorial Foundation | ||||||||
| 541 North Fairbanks Court Suite 80 | Chicago | IL | 60611 | 363155315 | 501(C)3 | $25,000 | Benefit Greater Aurora Area | |
| OLE Health Foundation | ||||||||
| 1141 Pear Tree Lane | Napa | CA | 94558 | 680149424 | 501(C)3 | $29,500 | Benefit Greater Aurora Area | |
| Oswegoland Seniors Inc | ||||||||
| 3525 US Highway 34 | Oswego | IL | 60543 | 263947440 | 501(C)3 | $16,714 | Benefit Greater Aurora Area | |
| Oswego Public Library District | ||||||||
| 32 West Jefferson Street | Oswego | IL | 60543 | 362553477 | 501(C)3 | $11,921 | Benefit Greater Aurora Area | |
| Paramount Arts Centre | ||||||||
| 8 East Galena Boulevard 230 | Aurora | IL | 60506 | 363189061 | 501(C)3 | $149,571 | Benefit Greater Aurora Area | |
| Phoenix Seminary | ||||||||
| 7901 East Shea Boulevard | Scottsdale | AZ | 85260 | 860711495 | 501(C)3 | $50,000 | Benefit Greater Aurora Area | |
| Rush University Medical Center | ||||||||
| 1201 W Harrison Suite 300 | Chicago | IL | 60607 | 362174823 | 501(C)3 | $50,000 | Benefit Greater Aurora Area | |
| Scottsdale Bible Church | ||||||||
| 7601 East Shea Boulevard | Scottsdale | AZ | 85260 | 860179808 | 501(C)3 | $6,000 | Benefit Greater Aurora Area | |
| Scottsdale Philharmonic Inc | ||||||||
| 13430 N Scottsdale Road Suite 300 | Scottsdale | AZ | 85254 | 454921610 | 501(C)3 | $25,000 | Benefit Greater Aurora Area | |
| Second Act Scene 2 | ||||||||
| 22 Crissy Avenue | Geneva | IL | 60134 | 814584599 | 501(C)3 | $11,000 | Benefit Greater Aurora Area | Suite 200 |
| Serenity House Counseling Services Inc | ||||||||
| 891 S Route 53 | Addison | IL | 60101 | 363350438 | 501(C)3 | $20,000 | Benefit Greater Aurora Area | |
| Special Spaces Inc | ||||||||
| 448 North Cedar Bluff Road | Knoxville | TN | 37923 | 421641574 | 501(C)3 | $10,000 | Benefit Greater Aurora Area | Suite 350 |
| St David's Episcopal Church | ||||||||
| 701 North Randall Road | Aurora | IL | 60506 | 362170847 | 501(C)3 | $48,801 | Benefit Greater Aurora Area | |
| St Helena Hospital Foundation | ||||||||
| 10 Woodland Road | Saint Helena | CA | 94574 | 201384250 | 501(C)3 | $13,000 | Benefit Greater Aurora Area | |
| St John's Episcopal Church | ||||||||
| 750 Aurora Avenue | Naperville | IL | 60540 | 362525052 | 501(C)3 | $7,211 | Benefit Greater Aurora Area | |
| Sunnymere Inc | ||||||||
| 925 6TH AVE | AURORA | IL | 60505 | 362235177 | 501(C)3 | $15,000 | Benefit Greater Aurora Area | |
| The Conservation Foundation | ||||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | 237221206 | 501(C)3 | $16,500 | Benefit Greater Aurora Area | |
| The Moody Church | ||||||||
| 1635 North La Salle Drive | Chicago | IL | 60614 | 362182069 | 501(C)3 | $17,500 | Benefit Greater Aurora Area | |
| TriCity Family Services | ||||||||
| 1120 Randall Court | Geneva | IL | 60134 | 237310008 | 501(C)3 | $8,561 | Benefit Greater Aurora Area | |
| University of California-Davis | ||||||||
| 1 Shields Avenue | Davis | CA | 95616 | 946036494 | 501(C)3 | $20,000 | Benefit Greater Aurora Area | |
| VNA Health Care | ||||||||
| 400 North Highland Avenue | Aurora | IL | 60506 | 362182095 | 501(C)3 | $95,870 | Benefit Greater Aurora Area | |
| Wayside Cross Ministries | ||||||||
| 215 East New York Street | Aurora | IL | 60505 | 362167950 | 501(C)3 | $6,952 | Benefit Greater Aurora Area | |
| Wesley United Methodist Church | ||||||||
| 14 North May Street | Aurora | IL | 60506 | 362216177 | 501(C)3 | $5,720 | Benefit Greater Aurora Area | |
| West Aurora High School | ||||||||
| 1201 West New York Street | Aurora | IL | 60506 | 366004750 | 501(C)3 | $24,205 | Benefit Greater Aurora Area | |
| West Aurora School District 129 | ||||||||
| 1877 West Downer Place | Aurora | IL | 60506 | 366004750 | 501(C)3 | $31,200 | Benefit Greater Aurora Area | |
| YMCA | ||||||||
| 3875 Eldamain Road | Plano | IL | 60545 | 363028169 | 501(C)3 | $50,000 | Benefit Greater Aurora Area | 3875 Eldamain Raod |
| Young Hearts for Life | ||||||||
| 1901 S Meyers Road | Villa Park | IL | 60181 | 363297360 | 501(C)3 | $12,000 | Benefit Greater Aurora Area | Suite 350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | 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 | 701 | RecipientCnt |
| Cash Grant | $1,612,674 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE GRANT AMOUNTS AND ELIGIBILITY AS REQUIRED BY IRS REGULATIONS. |
| Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE GRANT AMOUNTS AND ELIGIBILITY AS REQUIRED BY IRS REGULATIONS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE CHRISTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $155,978 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $35,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,082 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $203,560 | 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 | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,688,279 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NONE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Stock Number of Contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | AN EXECUTIVE COMMITTEE, CONSISTING OF AT LEAST ONE-THIRD (1/3) OF THE TOTAL BOARD MEMBERSHIP, TO SERVE FOR ONE (1) YEAR OR UNTIL THEIR SUCCESSORS ARE ELECTED OR THE COMMITTEE IS ABOLISHED IN THE SAME MANNER. THE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS, TO THE EXTENT PERMITTED BY STATUTE, DURING THE INTERIM BETWEEN MEETINGS OF THE BOARD. THE CHAIR, OR IN THE CHAIR'S ABSENCE, THE VICE-CHAIR, SHALL BE THE CHAIR AND THE SECRETARY SHALL ACT AS SECRETARY OF THE COMMITTEE. MINUTES OF THE COMMITTEE SHALL BE REPORTED TO THE BOARD AT ITS NEXT MEETING. IN CASE OF ABSENCE OF ANY MEMBER OF THE COMMITTEE, THE CHAIR MAY APPOINT ANY DIRECTOR TO BE A MEMBER OF THE EXECUTIVE COMMITTEE FOR THE MEETING. |
| Form 990, Part VI, Line 4 Significant changes to organizational documents | The bylaws were updated March 15, 2023 to change the election of board members. Board members are now elected by the current board of directors. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | INDIVIDUALS AND ENTITIES THAT CONTRIBUTE $25 OR MORE DURING A CALENDAR YEAR OR $500 WITHIN FIVE YEARS TO THE ADMINISTRATIVE OR PERMANENT ENDOWMENT FUNDS ARE MEMBERS OF THE ORGANIZATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | Board members are elected by the current board of directors. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | A DRAFT OF FORM 990 IS REVIEWED BY THE PRESIDENT/CEO. THE APPROVED DRAFT IS THEN FINALIZED AND MADE AVAILABLE ELECTRONICALLY TO THE AUDIT COMMITTEE AND THEN THE EXECUTIVE COMMITTEE ACTING ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | IN CONDUCTING THE AFFAIRS OF THE FOUNDATION, DUALITY OR CONFLICT OF INTEREST SHALL BE PRESUMED WHEN A PERSON TO WHOM THIS POLICY APPLIES OR A MEMBER OF HIS/HER IMMEDIATE FAMILY SERVES AS A TRUSTEE, OFFICER, STAFF MEMBER OR HOLDER OF MORE THAN 10% OF CORPORATE STOCK OF AN AFFECTED ORGANIZATION OR FIRM; HAS A FORMAL AFFILIATION OR INTEREST IN AN AFFECTED ORGANIZATION OR FIRM; OR COULD EXPECT FINANCIAL GAIN OR LOSS FROM A PARTICULAR DECISION. BEFORE A STAFF, BOARD OR VOLUNTEER COMMITTEE MEMBER BEGINS HIS OR HER SERVICE WITH THE FOUNDATION, HE OR SHE SHALL FILE WITH THE PRESIDENT AND CEO OF THE FOUNDATION A LIST OF HIS OR HER PRINCIPAL BUSINESS ACTIVITIES, AS WELL AS INVOLVEMENT WITH OTHER CHARITABLE AND BUSINESS ORGANIZATIONS, VENDORS OR BUSINESS INTERESTS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT OF INTEREST. IN ADDITION TO THE DISCLOSURE REQUIRED BY THE PREVIOUS PARAGRAPH, EACH MEMBER IS UNDER AN OBLIGATION TO THE FOUNDATION, TO HIS OR HER FELLOW STAFF OR VOLUNTEERS, AND TO THE COMMUNITY SERVED BY THE FOUNDATION TO INFORM THE FOUNDATION OF ANY POSITION HE OR SHE HOLDS OR OF ANY BUSINESS OR A VOCATIONAL ACTIVITY THAT MAY RESULT IN A POSSIBLE CONFLICT OF INTEREST OR BIAS FOR OR AGAINST A PARTICULAR GRANTEE, ACTION OR POLICY, AT THE TIME SUCH GRANT, ACTION OR POLICY IS UNDER CONSIDERATION BY THE BOARD OR ANY VOLUNTEER COMMITTEE OF THE FOUNDATION. ANY DUALITY OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER SHALL BE DISCLOSED TO THE CHAIR OF THE BOARD (IN THE CASE OF VOLUNTEERS) OR THE PRESIDENT (IN THE CASE OF STAFF MEMBERS) AND MADE A MATTER OF RECORD AS SOON AS THE ISSUE IN QUESTION IS RAISED AND A POSSIBLE CONFLICT IS KNOWN. WHEN THE BOARD, COMMITTEE OR STAFF IS TO DECIDE UPON AN ISSUE ABOUT WHICH A MEMBER HAS AN UNAVOIDABLE CONFLICT OF INTEREST, THAT MEMBER SHALL PHYSICALLY ABSENT HERSELF OR HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION, UNLESS DIRECTLY REQUESTED BY THE CHAIR OF THE BOARD OR RELEVANT COMMITTEE TO PROVIDE FACTUAL INFORMATION OR ANSWER FACTUAL QUESTIONS THAT MAY ASSIST THE BOARD OR COMMITTEE IN MAKING A WISE DECISION. IN NO CASE SHALL THAT MEMBER VOTE ON SUCH MATTER OR ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION THEREWITH. DISCLOSURE AND ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING(S) AT WHICH THE ISSUE IS DISCUSSED AND DECIDED. IN ANY SITUATION NOT SPECIFICALLY COVERED BY THE PREVIOUS SECTIONS OF THIS POLICY, MEMBERS SHALL CONSIDER CAREFULLY ANY POTENTIAL CONFLICT OF THEIR PERSONAL INTERESTS WITH THE INTERESTS OF THE FOUNDATION AND REFRAIN FROM ANY ACTION THAT MIGHT BE PERCEIVED AS AN ACTUAL OR APPARENT CONFLICT OF INTEREST. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | THE FOUNDATION HAS AN ESTABLISHED COMPENSATION COMMITTEE THAT EVALUATES THE PRESIDENT & CEO'S COMPENSATION ANNUALLY UTILIZING PUBLISHED SALARY SURVEYS, PRIMARILY THE SURVEY PROVIDED BY THE COUNCIL ON FOUNDATIONS. MOST RECENTLY, THE EXECUTIVE COMMITTEE REVIEWED A COMPLETED MARKET BENCHMARK FOR ALL POSITIONS IN NOVEMBER 2022 THAT FOCUSED NOT JUST ON FOUNDATIONS BUT ALSO ON OTHER NONPROFITS AND PUBLIC SECTOR POSITIONS IN THE REGION. HR SOURCE, A DOWNERS GROVE-BASED ASSOCIATION FOR EMPLOYERS, COMPLETED THIS BENCHMARK. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE, WHICH MAKES A DECISION ON COMPENSATION BASED ON PERFORMANCE AND ACHIEVEMENT OF KEY AREAS OF ACCOUNTABILITY. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | THE PRESIDENT & CEO MAKES RECOMMENDATIONS TO THE COMPENSATION COMMITTEE FOR THE SALARIES OF THE EMPLOYEES. ULTIMATELY, LIKE THE PRESIDENT & CEO, THE COMMITTEE MAKES THE RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR ULTIMATE APPROVAL. DECISION/APPROVAL. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AT ITS ADMINISTRATIVE OFFICES IN AURORA, ILLINOIS. |