THE CHARLES E KUBLY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE CHARLES E KUBLY FOUNDATION INC (EIN 20-0375310)
- Tax period
- 2018-03-01 to 2019-02-28
- Filed
- 2020-01-14
- IRS object ID
- 202010149349300011
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-14T08:52:35-06:00 | ReturnTs |
| Tax Period End | 2019-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 WEST INNOVATION DRIVE STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200375310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHARLES E KUBLY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | FKA CHARLES E KUBLY FUND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 4144778901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 W MEQUON ROAD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN HOMSTAD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4144778901 | PhoneNum |
| Signature | 2020-01-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN C JOHNSON | PreparerPersonNm |
| PTIN | P00030988 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2020-01-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-10 | IPDt |
| IP Tm | 13:34:10 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 53F6256BD16DA3430D8658B0EC8C34F1DEA2B84A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7775E751CD58625C822A688437DE2E6162F294A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANN HOMSTAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 W MEQUON ROAD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,142,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLESEKUBLYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $581,102 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,038,284 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $578 | PYInvestmentIncomeAmt |
| CY Investment Income | $920 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$52,133 | PYOtherRevenueAmt |
| CY Other Revenue | $27,006 | CYOtherRevenueAmt |
| PY Total Revenue | $529,547 | PYTotalRevenueAmt |
| CY Total Revenue | $1,066,210 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $288,325 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $293,864 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $64,374 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $85,513 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,384 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $42,437 | PYOtherExpensesAmt |
| CY Other Expenses | $56,697 | CYOtherExpensesAmt |
| PY Total Expenses | $395,136 | PYTotalExpensesAmt |
| CY Total Expenses | $436,074 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $134,411 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $630,136 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $554,058 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,191,345 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,469 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $551,589 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,188,615 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE CHARLES E. KUBLY FOUNDATION SEEKS TO BETTER THE LIVES OF THOSE AFFECTED BY DEPRESSION BY INCREASING PUBLIC AWARENESS OF THE DISEASE AND ITS DEVASTATING EFFECTS, ELIMINATING THE STIGMA ASSOCIATED WITH IT, SUPPORTING SUICIDE PREVENTION PROGRAMS AND PROMOTING IMPROVED ACCESS TO QUALITY MENTAL HEALTH RESOURCES WITHIN COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $328,137 | ExpenseAmt |
| Grant | $293,864 | GrantAmt |
| Desc | THE FOUNDATION ORGANIZES A MUSICAL EVENT TO HELP FUND DEPRESSION-RELATED PROJECTS IN WISCONSIN. IN TAX YEAR 2018, $293,864 WAS DISTRIBUTED TO OVER A DOZEN DIFFERENT ORGANIZATIONS AND INDIVIDUALS TO RAISE AWARENESS OF DEPRESSION ISSUES, SUPPORT RESEARCH, AND REACH OUT TO PEOPLE WITH DEPRESSION. | Desc |
| Total Program Service Expenses | $328,137 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | ANN HOMSTAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4144778901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1341 W MEQUON ROAD 220 | AddressLine1Txt |
| City | MEQUON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53092 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MOLLY KUBLY FRITZ | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA LUNDEEN | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURA KOPPA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EVELYN KELLY | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN BIRD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MEG FETHERSTON KASCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORI R KILIAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROSS WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEVIN WOLF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN HOMSTAD | ||||||
| EXECUTIVE DIRECTOR | 30.00 | Yes (X) | $55,096 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $55,096 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $256,839 | FundraisingAmt |
| All Other Contributions | $781,445 | AllOtherContributionsAmt |
| Total Contributions | $1,038,284 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $920 | TotalRevenueColumnAmt |
| Exclusion | $920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $103,706 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $256,839 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $76,700 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,006 | TotalRevenueColumnAmt |
| Exclusion | $27,006 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,066,210 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,926 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,864 | TotalAmt |
| Program Services | $293,864 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,096 | TotalAmt |
| Program Services | $33,058 | ProgramServicesAmt |
| Management And General | $11,019 | ManagementAndGeneralAmt |
| Fundraising | $11,019 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,340 | TotalAmt |
| Program Services | $1,215 | ProgramServicesAmt |
| Management And General | $16,760 | ManagementAndGeneralAmt |
| Fundraising | $6,365 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,077 | TotalAmt |
| Management And General | $6,077 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,440 | TotalAmt |
| Management And General | $13,440 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,558 | TotalAmt |
| Management And General | $10,558 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,218 | TotalAmt |
| Management And General | $19,218 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,284 | TotalAmt |
| Management And General | $1,284 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,400 | TotalAmt |
| Management And General | $10,400 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82 | TotalAmt |
| Management And General | $82 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715 | TotalAmt |
| Management And General | $1,715 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $436,074 | TotalAmt |
| Program Services | $328,137 | ProgramServicesAmt |
| Management And General | $90,553 | ManagementAndGeneralAmt |
| Fundraising | $17,384 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,946 | BOYAmt |
| EOY | $24,126 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,612 | BOYAmt |
| EOY | $1,160,719 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,500 | BOYAmt |
| EOY | $6,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,058 | BOYAmt |
| EOY | $1,191,345 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469 | BOYAmt |
| EOY | $2,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,469 | BOYAmt |
| EOY | $2,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,589 | BOYAmt |
| EOY | $1,188,615 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,589 | BOYAmt |
| EOY | $1,188,615 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,058 | BOYAmt |
| EOY | $1,191,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $630,136 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $6,890 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $328,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $305,736 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $581,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,038,284 | CurrentTaxYearAmt |
| Total | $2,528,242 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,242 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,659 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,706 | CurrentTaxYearAmt |
| Total | $225,346 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $309,007 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,604 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $338,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $611,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,141,990 | CurrentTaxYearAmt |
| Total | $2,753,588 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,466 | CurrentTaxYearAmt |
| Total | $284,569 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $65,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,466 | CurrentTaxYearAmt |
| Total | $284,569 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,469,019 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $920 | CurrentTaxYearAmt |
| Total | $3,322 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $920 | CurrentTaxYearAmt |
| Total | $3,322 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $309,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $353,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $338,959 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,142,910 | CurrentTaxYearAmt |
| Total | $2,756,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89560 | PublicSupportCY509Pct |
| Public Support PY509 | 0.86300 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00170 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $730,358 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $730,358 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES WITHHELD | Desc |
| Amt | $2,730 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,730 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,142,910 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $76,700 | OtherRevenueAmt |
| Revenue Not Reported | $76,700 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,066,210 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,066,210 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $505,884 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $69,810 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $69,810 | ExpensesNotReportedAmt |
| Expenses Subtotal | $436,074 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $436,074 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION WILL ADOPT INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO FURTHER THE PROGRAMS SUPPORTED BY THE ENDOWMENT. |
| PART X, LINE 2: | THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 76,700. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 76,700. RETURN OF PREVIOUSLY FUNDED GRANT -6,890. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT CONCERT | Event1Nm |
| Gross Receipts Event1 | $199,344 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $179,844 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,500 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $6,490 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $26,760 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,358 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $18,408 | OtherDirectExpensesEvent1Amt |
| Event2 | RUN/WALK | Event2Nm |
| Gross Receipts Event2 | $47,546 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $47,546 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $8,557 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $113,655 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $29,449 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $84,206 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $14,127 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $360,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $256,839 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $103,706 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,490 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $26,760 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,358 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $41,092 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $76,700 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,006 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MENTAL HEALTH AMERICA OF WISCONSIN INC | ||||||||
| 600 W VIRGINIA STREET 502 | MILWAUKEE | WI | 53204 | 390827843 | 501C3 | $5,000 | PROGRAM SUPPORT | |
| INTERNATIONAL ASSOCIATION FOR HUMAN VALUESVETERANS TREK PRODUCTIONS LLC | ||||||||
| 2401 15TH STREET NW | WASHINGTON DC | DC | 20009 | 522178069 | 501C3 | $16,500 | PROGRAM SUPPORT | |
| NAMI WAUKESHA | ||||||||
| 217 WISCONSIN AVE | WAUKESHA | WI | 53186 | 391485627 | 501C3 | $5,200 | PROGRAM SUPPORT | |
| GRAND AVENUE CLUB | ||||||||
| 210 E MICHIGAN ST | MILWAUKEE | WI | 53202 | 391708177 | 501C3 | $10,000 | PROGRAM SUPPORT | |
| GIVING VOICE TO MENTAL ILLNESS INC | ||||||||
| W345S10397 WAMBOLD RD | MUKWONAGO | WI | 53149 | 821792906 | 501C3 | $22,000 | PROGRAM SUPPORT | |
| ANU FAMILY SERVICES | ||||||||
| 901 FOURTH STREET SUITE 180 | HUDSON | WI | 54016 | 320023143 | 501C3 | $5,000 | PROGRAM SUPPORT | |
| CATALPA HEALTH INC | ||||||||
| 444 N WESTHILL BLVD | APPLETON | WI | 54914 | 454681563 | 501C3 | $7,500 | PROGRAM SUPPORT | |
| CATHOLIC CHARITIES INC DIOC OF MADISON | ||||||||
| 702 S HIGH POINT ROAD 209 | MADISON | WI | 53719 | 390807067 | 501C3 | $12,004 | PROGRAM SUPPORT | |
| EXPRESS YOURSELF MILWAUKEE | ||||||||
| 1300 W FOND DU LAC AVENUE | MILWAUKEE | WI | 53205 | 331205774 | 501C3 | $7,500 | PROGRAM SUPPORT | |
| ERIKA'S LIGHTHOUSE | ||||||||
| 897 1/2 GREEN BAY RD | WINNETKA | IL | 60093 | 201069100 | 501C3 | $4,200 | PROGRAM SUPPORT | |
| FEAST OF CRISPIAN INC | ||||||||
| PO BOX 1038 | MILWAUKEE | WI | 53201 | 810689965 | 501C3 | $10,000 | PROGRAM SUPPORT | |
| FROEDERT HEALTH FOUNDATION | ||||||||
| 9200 W WISCONSIN AVENUE | MILWAUKEE | WI | 53226 | 390806261 | 501C3 | $4,950 | PROGRAM SUPPORT | |
| LIFE OF HOPE | ||||||||
| 139 N MAIN STREET SUITE 104 | WEST BEND | WI | 53095 | 472222684 | 501C3 | $1,000 | PROGRAM SUPPORT | |
| LUTHERAN SOCIAL SERV OF WI & UP MI INC | ||||||||
| 6737 W WASHINGTON STREET 2275 | WEST ALLIS | WI | 53214 | 390816846 | 501C3 | $25,000 | PROGRAM SUPPORT | |
| MEDICAL COLLEGE OF WISCONSIN | ||||||||
| 8701 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | 390806261 | 501C3 | $8,428 | PROGRAM SUPPORT | |
| MILWAUKEE COUNTY BEHAVIORAL HEALTH DIVISION | ||||||||
| 9455 WATERTOWN PLANK ROAD | MILWAUKEE | WI | 53226 | 396005720 | MILWAUKEE CO | $55,002 | PROGRAM SUPPORT | |
| MILWAUKEE REPERTORY THEATRE | ||||||||
| 108 E WELLS STREET | MILWAUKEE | WI | 53202 | 390946025 | 501C3 | $10,000 | PROGRAM SUPPORT | |
| NAMI RACINE | ||||||||
| 2300 DEKOVEN AVENUE | RACINE | WI | 53403 | 391341452 | 501C3 | $5,000 | PROGRAM SUPPORT | |
| NAMI OZAUKEE | ||||||||
| 13460 N PORT WASHINGTON ROAD | MEQUON | WI | 53097 | 391608245 | 501C3 | $5,025 | PROGRAM SUPPORT | |
| PAINTING PATHWAYS CLUBHOUSE INC | ||||||||
| 1226 WASHINGTON STREET | MANITOWOC | WI | 54220 | 260710289 | 501C3 | $4,000 | PROGRAM SUPPORT | |
| SAFE COMMUNITIES OF MADISON & DANE CO | ||||||||
| PO BOX 6652 | MADISON | WI | 53716 | 392010839 | 501C3 | $20,175 | PROGRAM SUPPORT | |
| SCHOOL DISTRICT OF NEW BERLIN | ||||||||
| 4333 S SUNNYSLOPE ROAD | NEW BERLIN | WI | 53151 | 396031390 | NEW BERLIN | $6,080 | PROGRAM SUPPORT | |
| THE YOUTH & FAMILY PROJECT INC | ||||||||
| 630 ELM STREET | WEST BEND | WI | 53095 | 510149160 | 501C3 | $15,000 | PROGRAM SUPPORT | |
| UW-MILWAUKEE | ||||||||
| DEPT OF CONTINUING ED - 161 W | MILWAUKEE | WI | 53203 | 391805963 | UNIV OF WI | $6,300 | PROGRAM SUPPORT | WISCONSIN AVENUE 6226 |
| UW-MILWAUKEE FOUNDATION | ||||||||
| MAVRC - UWM UNION SUITE WG99 2200 E | MILWAUKEE | WI | 53211 | 237337744 | 501C3 | $5,500 | PROGRAM SUPPORT | KENWOOD BLVD |
| WISCONSIN LUTH CHILD AND FAMILY SERVICES | ||||||||
| W175 N11120 STONEWOOD DRIVE | GERMANTOWN | WI | 53022 | 391047224 | 501C3 | $15,000 | PROGRAM SUPPORT | |
| WISCONSIN PHILHARMONIC | ||||||||
| 234 W MAIN STREET SUITE 9 | WAUKESHA | WI | 53186 | 396056460 | 501C3 | $2,500 | PROGRAM SUPPORT | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A GRANT REPORT IS REQUIRED WITHIN 30 DAYS OF THE COMPLETION OF A FUNDED INITIATIVE. IF MONIES ARE BEING DISBURSED IN INSTALLMENTS DUE TO THE NATURE OF THE INITIATIVE, THEN INTERIM REPORTS ARE REQUIRED AND REVIEWED BY THE BOARD BEFORE THE NEXT INSTALLMENT IS PAID. THE FOUNDATION GENERALLY WILL NOT FUND A NEW REQUEST FROM AN ORGANIZATION UNLESS ALL REQUIRED PAST REPORTS HAVE BEEN RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ITS FILING DURING THE QUARTERLY BOARD MEETING WHEN ALL MEMBERS ARE PRESENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | IF A BOARD MEMBER IS INVOLVED WITH AN ORGANIZATION SUBMITTING A GRANT, THAT BOARD MEMBER CANNOT PARTICIPATE IN THE REVIEW OR VOTING FOR THE PROJECT. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANY INCREASE TO THE SALARY FOR THE EXECUTIVE DIRECTOR IS REVIEWED IN DETAIL AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. CONSIDERATION WOULD INCLUDE COMPARISONS TO SIMILAR LOCAL ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | RETURN OF PREVIOUSLY FUNDED GRANT 6,890. |