COMMUNITY FOUNDATION OF GREATER DUBUQUE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF GREATER DUBUQUE (EIN 42-1526614)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201821349349308272
- Schema version
- 2016v3.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:21:37-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1545 ASSOCIATES DR STE 101 | AddressLine1Txt |
| City | DUBUQUE | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421526614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5635882700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street No 195 | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Van Milligen | PersonNm |
| Person Title | President/CEO | PersonTitleTxt |
| Phone | 5635882700 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carmen Krantz | PreparerPersonNm |
| PTIN | P00031958 | PTIN |
| Phone | 5635561790 | PhoneNum |
| Preparation | 2018-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.84.124.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 16:54:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 330E77A2EC15986A2DC713C7FDB26B906589BB96 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 330E77A2EC15986A2DC713C7FDB26B906589BB96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Nancy Van Milligen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street No 195 | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,136,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.dbqfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | The Community Foundation of Greater Dubuque strengthens communities and inspires giving. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,576,768 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,966,035 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,480 | CYProgramServiceRevenueAmt |
| PY Investment Income | $806,006 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,359,219 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$17,098 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,480 | CYOtherRevenueAmt |
| PY Total Revenue | $12,365,676 | PYTotalRevenueAmt |
| CY Total Revenue | $14,327,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,953,711 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,719,117 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,340,679 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,370,491 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $623,429 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,374,857 | PYOtherExpensesAmt |
| CY Other Expenses | $1,454,587 | CYOtherExpensesAmt |
| PY Total Expenses | $9,669,247 | PYTotalExpensesAmt |
| CY Total Expenses | $8,544,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,696,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,783,059 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,503,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,194,492 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,108,487 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,619,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,394,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $77,575,038 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Community Foundation of Greater Dubuque grows philanthropy to improve life in Northeast Iowa by serving donors, strengthening nonprofits and leading collaborative initiatives to address community needs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,069,485 | ExpenseAmt |
| Grant | $5,719,117 | GrantAmt |
| Revenue | $18,480 | RevenueAmt |
| Desc | The Community Foundation of Greater Dubuque works to improve the quality of life in the region by serving donors, making grants and providing community leadership through collaboration and convening. The region includes metro Dubuque and Dubuque County as well as Allamakee, Clayton, Clinton, Delaware, Jackson and Jones counties.In serving donors, the Community Foundation personally advises individuals, families, corporations, and non-profit groups about how to build both endowments and non-endowed or project funds to serve the charitable needs of the community effectively and efficiently.In making grants, the Community Foundation seeks to be a hub for community knowledge and then advises individuals, families, and corporations as they make grants in the community. In addition, the Community Foundation hosts and administers the following annual grantmaking programs: Community Impact, Theisens More for Your Community Grants, YAPPERS grants, Women's Giving Circle Grants and Mediacom grants. We also assist in the grantmaking process for the counties of Allamakee, Clayton, Clinton, Delaware, Dyersville, Dubuque, Jackson, and Jones. The State of Iowa awards money to counties that do not have gaming institutions. Part of the money goes into a permanent endowment and part goes to grantmaking for the county.In providing community leadership through collaboration and convening, the Community Foundation gathers data about urgent and emerging needs in the community. The Community Foundation then convenes stakeholders by facilitating meetings, educational opportunities and programs which encourage convening and collaboration including Heart and Soul, Grade-Level Reading, Grants to Green, Inclusive Dubuque, Project Hope, Women's Giving Circle and YAPPERS. | Desc |
| Total Program Service Expenses | $7,069,485 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 49 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | 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 |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5635882700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Ste 195 | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Chad Chandlee | |||||||
| Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Robert Hoefer | |||||||
| Vice Chair | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Teri Zuccaro | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Keith Kramer | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Nancy Dunkel | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Terry Friedman | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sarah Harris | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Jane Hasek | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Natalie Hoffmann | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Earnest Jackson | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cheri Jones | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Kane | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jeanne Lauritsen | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Darryl Mozena | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kurt Strand | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cheryl Syke | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Chris Theisen | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Liang Chee Wee | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Willging | |||||||
| Director | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Ed Alt | |||||||
| Director until 11/22/16 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Phillip Ruppel | |||||||
| Director until 11/22/16 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Van Milligen | |||||||
| President/CEO | 40.00 | 1.00 | Yes (X) | $157,037 | $0 | $10,540 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $157,037 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $10,540 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $379,731 | FederatedCampaignsAmt |
| Fundraising | $76,572 | FundraisingAmt |
| Government Grants | $788,695 | GovernmentGrantsAmt |
| All Other Contributions | $11,721,037 | AllOtherContributionsAmt |
| Noncash Contributions | $2,211,553 | NoncashContributionsAmt |
| Total Contributions | $12,966,035 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| McCarthy Center Rental and Traini | 900099 | $12,746 | $12,746 |
| Program Events | 900099 | $5,734 | $5,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,480 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,327,528 | TotalRevenueColumnAmt |
| Exclusion | $1,327,528 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,758,394 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,726,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,691 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,691 | TotalRevenueColumnAmt |
| Exclusion | $31,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $65,769 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $76,572 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $82,249 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,480 | TotalRevenueColumnAmt |
| Exclusion | -$16,480 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,327,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,480 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,342,739 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,542,993 | TotalAmt |
| Program Services | $5,542,993 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,124 | TotalAmt |
| Program Services | $176,124 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,071 | TotalAmt |
| Management And General | $127,450 | ManagementAndGeneralAmt |
| Fundraising | $54,621 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,419 | TotalAmt |
| Program Services | $320,531 | ProgramServicesAmt |
| Management And General | $325,447 | ManagementAndGeneralAmt |
| Fundraising | $388,441 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,274 | TotalAmt |
| Management And General | $11,143 | ManagementAndGeneralAmt |
| Fundraising | $7,131 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,188 | TotalAmt |
| Program Services | $10,326 | ProgramServicesAmt |
| Management And General | $27,696 | ManagementAndGeneralAmt |
| Fundraising | $8,166 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,539 | TotalAmt |
| Program Services | $25,479 | ProgramServicesAmt |
| Management And General | $32,177 | ManagementAndGeneralAmt |
| Fundraising | $31,883 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,645 | TotalAmt |
| Program Services | $3,645 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,144 | TotalAmt |
| Program Services | $1,275 | ProgramServicesAmt |
| Management And General | $18,039 | ManagementAndGeneralAmt |
| Fundraising | $830 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,291 | TotalAmt |
| Management And General | $4,291 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,581 | TotalAmt |
| Program Services | $4,581 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,814 | TotalAmt |
| Program Services | $520,765 | ProgramServicesAmt |
| Management And General | $25,734 | ManagementAndGeneralAmt |
| Fundraising | $3,315 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,577 | TotalAmt |
| Program Services | $30,284 | ProgramServicesAmt |
| Management And General | $3,730 | ManagementAndGeneralAmt |
| Fundraising | $72,563 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,408 | TotalAmt |
| Program Services | $22,738 | ProgramServicesAmt |
| Management And General | $29,644 | ManagementAndGeneralAmt |
| Fundraising | $6,026 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,726 | TotalAmt |
| Program Services | $2,070 | ProgramServicesAmt |
| Management And General | $38,559 | ManagementAndGeneralAmt |
| Fundraising | $2,097 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,300 | TotalAmt |
| Program Services | $9,794 | ProgramServicesAmt |
| Management And General | $93,229 | ManagementAndGeneralAmt |
| Fundraising | $3,277 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,306 | TotalAmt |
| Program Services | $40,464 | ProgramServicesAmt |
| Management And General | $21,588 | ManagementAndGeneralAmt |
| Fundraising | $16,254 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,684 | TotalAmt |
| Program Services | $4,500 | ProgramServicesAmt |
| Management And General | $13,184 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,183 | TotalAmt |
| Program Services | $1,488 | ProgramServicesAmt |
| Management And General | $59,695 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,388 | TotalAmt |
| Program Services | $95,925 | ProgramServicesAmt |
| Management And General | $10,463 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Special Event expenses | $226,435 | $222,829 | $2,519 | $1,087 |
| Memberships and publica | $22,246 | $19,129 | $2,867 | $250 |
| Donor relations/meeting | $19,831 | $4,703 | $1,166 | $13,962 |
| McCarthy Center expense | $16,044 | $2,518 | $13,526 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,984 | TotalAmt |
| Program Services | $9,842 | ProgramServicesAmt |
| Management And General | $142 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,544,195 | TotalAmt |
| Program Services | $7,069,485 | ProgramServicesAmt |
| Management And General | $851,281 | ManagementAndGeneralAmt |
| Fundraising | $623,429 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,384,159 | BOYAmt |
| EOY | $3,291,556 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $296,956 | BOYAmt |
| EOY | $221,237 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,400 | BOYAmt |
| EOY | $21,228 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,537 | BOYAmt |
| EOY | $7,062 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,479,999 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $358,101 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,021 | BOYAmt |
| EOY | $1,121,898 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,256,003 | BOYAmt |
| EOY | $72,416,239 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,220 | BOYAmt |
| EOY | $2,115,272 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,503,296 | BOYAmt |
| EOY | $79,194,492 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,740 | BOYAmt |
| EOY | $212,926 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,799 | BOYAmt |
| EOY | $280,565 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $193,333 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,789 | BOYAmt |
| EOY | $668,913 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,159 | BOYAmt |
| EOY | $263,717 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,487 | BOYAmt |
| EOY | $1,619,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,217,652 | BOYAmt |
| EOY | $75,919,528 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,121 | BOYAmt |
| EOY | $598,601 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,036 | BOYAmt |
| EOY | $1,056,909 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,394,809 | BOYAmt |
| EOY | $77,575,038 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,503,296 | BOYAmt |
| EOY | $79,194,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,783,059 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,337,362 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $59,808 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,732,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,140,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,448,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,576,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,966,035 | CurrentTaxYearAmt |
| Total | $54,864,003 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,732,491 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,140,171 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,448,538 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,576,768 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,966,035 | CurrentTaxYearAmt |
| Total | $54,864,003 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,908,812 | SubstantialContributorsTotAmt |
| Public Support Total170 | $47,955,191 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $804,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $832,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $998,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,178,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,327,528 | CurrentTaxYearAmt |
| Total | $5,142,536 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,006,539 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,017,107 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.79920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79220 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $4,291 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $4,291 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | Payment to Van Scoyoc Associates for lobbying. VSA is an independent lobbying firm that promotes legislation. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 159 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 883 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $4,717,630 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $7,898,740 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,930,719 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,796,247 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $21,075,036 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $56,710,544 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,666,162 | BeginningYearBalanceAmt |
| Contributions | $6,229,182 | ContributionsAmt |
| Investment Earnings Or Losses | $6,334,772 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,358,558 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,020,425 | AdministrativeExpensesAmt |
| End Year Balance | $60,851,133 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,709,056 | BeginningYearBalanceAmt |
| Contributions | $14,082,953 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,154,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,071,145 | GrantsOrScholarshipsAmt |
| Other Expenditures | $830 | OtherExpendituresAmt |
| Administrative Expenses | $899,699 | AdministrativeExpensesAmt |
| End Year Balance | $51,666,162 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,322,784 | BeginningYearBalanceAmt |
| Contributions | $6,123,289 | ContributionsAmt |
| Investment Earnings Or Losses | $1,572,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,309,605 | OtherExpendituresAmt |
| End Year Balance | $42,709,056 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,101,927 | BeginningYearBalanceAmt |
| Contributions | $4,706,023 | ContributionsAmt |
| Investment Earnings Or Losses | $5,437,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,922,439 | OtherExpendituresAmt |
| End Year Balance | $37,322,784 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,162,203 | BeginningYearBalanceAmt |
| Contributions | $7,062,983 | ContributionsAmt |
| Investment Earnings Or Losses | $3,215,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,338,277 | OtherExpendituresAmt |
| End Year Balance | $29,101,927 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98260 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01740 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $772,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,883 | DepreciationAmt |
| Book Value | $760,092 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $707,024 | OtherCostOrOtherBasisAmt |
| Depreciation | $345,218 | DepreciationAmt |
| Book Value | $361,806 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,121,898 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Deferred compensation payable | $117,542 |
| Amounts due under annuity agreement | $146,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $263,717 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $19,017,983 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,337,362 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $85,668 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $59,808 | OtherRevenueAmt |
| Revenue Not Reported | $6,482,838 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,535,145 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,792,109 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,792,109 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,327,254 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,181,512 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $85,668 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $82,249 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $167,917 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,013,595 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $530,600 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $530,600 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,544,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Earnings on endowments are used for charitable purposes. |
| Part X, Line 2: | The Foundation is organized as an Iowa nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as Foundations described in Section 501(c)(3), qualifies for the charitable contribution deduction under Sections 170(b)(1)(A)(vi), and has been determined not to be a private foundation under Section 509(a)(1). The Foundation is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes. Management has determined that the Foundation is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. Management 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: | Chg in value of split-interest agreements incl in revenue per financial stmt 59,808. |
| Part XI, Line 4b - Other Adjustments: | Fundraising expenses included in revenue for Form 990 -82,249. Revenue not included in financial statements in accordance with FAS 136 1,874,358. |
| Part XII, Line 2d - Other Adjustments: | Fundraising expenses included in revenue for Form 990 82,249. |
| Part XII, Line 4b - Other Adjustments: | Expenses not included in financial statements in accordance with FAS 136 530,600. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FDPS Annual Luncheon | Event1Nm |
| Gross Receipts Event1 | $51,813 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $49,580 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,233 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,952 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $273 | OtherDirectExpensesEvent1Amt |
| Event2 | Run for Troops | Event2Nm |
| Gross Receipts Event2 | $43,784 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,890 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $33,894 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $41,165 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $35,815 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,686 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $22,129 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,977 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $131,412 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $73,156 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,256 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,952 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,415 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $56,367 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,889 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (192 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Advancement Services of Jones County | ||||||||
| 202 Plastic Ln | Monticello | IA | 52310 | 421000728 | 501(C)(3) | $8,500 | Community Support | |
| Albrecht Acres Foundation | ||||||||
| 2894 Thornwood Ct | Dubuque | IA | 52003 | 421423952 | 501(C)(3) | $8,150 | Community Support | |
| Allamakee Community School District | ||||||||
| 1061 3rd Ave NW | Waukon | IA | 52172 | 426036591 | Allamakee County | $32,900 | Educational | |
| Allamakee County Conservation Board | ||||||||
| PO Box 278 | Harpers Ferry | IA | 52146 | 426005341 | Allamakee County | $15,000 | Community Support | |
| Allamakee Scholarship Fund | ||||||||
| PO Box 144 | Waukon | IA | 52172 | 465059446 | 501(C)(3) | $5,500 | Educational | |
| American Cancer Society Iowa Hope Lodge | ||||||||
| 4080 - 1st Ave NE Ste 101 | Cedar Rapids | IA | 52402 | 131788491 | 501(C)(3) | $18,766 | Community Support | |
| American Legion - Bellevue | ||||||||
| 111 Market St | Bellevue | IA | 52031 | 350144250 | 501(C)(19) | $20,000 | Community Support | |
| American Red Cross of the Northeast Iowa | ||||||||
| 2116 Grand Ave | Des Moines | IA | 50312 | 530196605 | 501(C)(3) | $5,880 | Health | |
| Apufram International | ||||||||
| PO Box 10085 | Russellville | AR | 72812 | 270493212 | 501(C)(3) | $9,000 | Community Support | |
| Aquinas Communications Inc | ||||||||
| PO Box 3306 | Dubuque | IA | 52004 | 464382718 | 501(C)(3) | $14,000 | Community Support | |
| Archdiocese of Dubuque | ||||||||
| 1229 Mt Loretta Ave | Dubuque | IA | 52002 | 420680409 | 501(C)(3) | $17,840 | Community Support | |
| Beckman Catholic High School | ||||||||
| 1325 9th St SE | Dyersville | IA | 52040 | 420923753 | 501(C)(3) | $36,210 | Educational | |
| Bell Tower Theater and Event Center | ||||||||
| 2728 Asbury Rd | Dubuque | IA | 52001 | 870690005 | 501(C)(3) | $19,904 | Community Support | |
| Bethany Home | ||||||||
| 1005 Lincoln Ave | Dubuque | IA | 52001 | 420698260 | 501(C)(3) | $7,598 | Community Support | |
| Boys and Girls Club of Greater Dubuque | ||||||||
| 1299 Locust St | Dubuque | IA | 52001 | 420710263 | 501(C)(3) | $90,954 | Community Support | |
| Bridges out of Poverty | ||||||||
| 350 W 6th St Suite 312 | Dubuque | IA | 52001 | 426004596 | City of Dubuque | $39,900 | Community Support | |
| Camp Albrecht Acres | ||||||||
| PO Box 50 | Sherrill | IA | 52073 | 421125110 | 501(C)(3) | $11,122 | Community Support | |
| Camp Courageous of Iowa | ||||||||
| PO Box 418 | Monticello | IA | 52310 | 237210932 | 501(C)(3) | $31,617 | Community Support | |
| Canvas Health | ||||||||
| 7066 Stillwater Blvd N | Oakdale | MN | 55128 | 410955577 | 501(C)(3) | $11,000 | Health | |
| Catholic Charities | ||||||||
| 1229 Mt Loretta Ave | Dubuque | IA | 52003 | 420680493 | 501(C)(3) | $15,966 | Community Support | |
| Center for Working Families Inc | ||||||||
| 12605 W North Ave 130 | Brookfield | WI | 53005 | 464464547 | 501(C)(3) | $20,000 | Community Support | |
| Bellevue Firefighters Association | ||||||||
| 106 N 3rd St | Bellevue | IA | 52031 | 426004273 | City of Bellevue | $150,000 | Community Support | |
| City of Dubuque - City Hall | ||||||||
| 50 W 13th St | Dubuque | IA | 52001 | 426004596 | City of Dubuque | $39,500 | Community Support | |
| City of Harpers Ferry - Volunteer Fire Department | ||||||||
| 1050 Great River Road | Harpers Ferry | IA | 52146 | 421076054 | City Harpers Ferry | $6,000 | Community Support | |
| City of Lansing Parks Board | ||||||||
| PO Box 470 | Lansing | IA | 52151 | 426004861 | City of Lansing | $10,000 | Community Support | |
| Monona Chamber & Economic Development Inc | ||||||||
| 103 W Center St | McGregor | IA | 52157 | 426004974 | City of Monona | $10,000 | Community Support | |
| Monticello Youth Baseball & Softball Association | ||||||||
| PO Box 302 | Monticello | IA | 52310 | 426004981 | City of Monticello | $6,942 | Community Support | |
| City of Monticello | ||||||||
| 200 E 1st St | Monticello | IA | 52310 | 426004981 | City of Monticello | $10,117 | Community Support | |
| City of New Albin - Fire and Rescue | ||||||||
| PO Box 14 | New Albin | IA | 52160 | 426005027 | City of New Albin | $6,000 | Community Support | |
| City of Preston | ||||||||
| PO Box 37 | Preston | IA | 52069 | 426005133 | City of Preston | $5,112 | Community Support | |
| Clarity Clinic | ||||||||
| 3365 Hillcrest Rd | Dubuque | IA | 52002 | 363918188 | 501(C)(3) | $24,020 | Health | |
| Clarke University | ||||||||
| 1550 Clarke Dr | Dubuque | IA | 52001 | 420680408 | 501(C)(3) | $67,227 | Educational | |
| Clayton County Energy District | ||||||||
| c/o Community Savings Bank | Edgewood | IA | 52042 | 814518964 | 501(C)(3) | $5,500 | Community Support | |
| Coalition of Immokalee Workers | ||||||||
| PO Box 603 | Immokalee | FL | 34143 | 650641010 | 501(C)(3) | $6,500 | Community Support | |
| Colts Youth Organization | ||||||||
| 2300 Twin Valley Dr | Dubuque | IA | 52003 | 421057444 | 501(C)(3) | $7,846 | Community Support | |
| Compass to Care | ||||||||
| 900 Jackson St Ste LL5 | Dubuque | IA | 52001 | 270885690 | 501(C)(3) | $6,320 | Community Support | |
| CedarJones Early Childhood Iowa | ||||||||
| 24594 110th Street | Anamosa | IA | 52205 | 426004230 | Jones County | $5,883 | Community Support | |
| Covenant House Florida | ||||||||
| 733 Breakers Ave | Ft Lauderdale | FL | 33304 | 592323607 | 501(C)(3) | $6,000 | Community Support | |
| Creative Adventure Lab | ||||||||
| 210 Jones St Ste 100 | Dubuque | IA | 52001 | 263523626 | 501(C)(3) | $40,044 | Educational | |
| Crescent Community Health Center | ||||||||
| 1789 Elm St Suite A | Dubuque | IA | 52001 | 481302204 | 501(C)(3) | $161,850 | Health | |
| Darby Family Aquatic Center | ||||||||
| PO Box 298 | Monona | IA | 52159 | 426004974 | City of Monona | $5,850 | Community Support | |
| Delaware County Economic Development | ||||||||
| 200 E Main St | Manchester | IA | 52057 | 421298348 | 501(C)(4) | $6,120 | Community Support | |
| Divine Word College | ||||||||
| PO Box 380 | Epworth | IA | 52045 | 420788226 | 501(C)(3) | $24,400 | Educational | |
| Dominican Fathers | ||||||||
| 1910 South Ashland Ave | Chicago | IL | 60608 | 366116413 | 501(C)(3) | $30,700 | Community Support | |
| Dubuque Arboretum | ||||||||
| 3800 Arboretum Dr | Dubuque | IA | 52001 | 421160989 | 501(C)(3) | $24,479 | Community Support | |
| Dubuque Area Chamber of Commerce | ||||||||
| 300 Main St Suite 200 | Dubuque | IA | 52001 | 420223700 | 501(C)(6) | $11,290 | Community Support | |
| Dubuque Community Ice and Recreation Center | ||||||||
| 1800 Admiral Sheehy Drive | Dubuque | IA | 52001 | 432077297 | 501(C)(3) | $35,000 | Community Support | |
| Dubuque Community School District | ||||||||
| 2540 Central Ave | Dubuque | IA | 52001 | 426001531 | City of Dubuque | $223,123 | Educational | |
| Dubuque Community YMCA | ||||||||
| 35 N Booth St | Dubuque | IA | 52001 | 420934471 | 501(C)(3) | $70,142 | Community Support | |
| Dubuque Community YMCAYWCA Victim Services Shelter | ||||||||
| 35 N Booth St | Dubuque | IA | 52001 | 420934471 | 501(C)(3) | $6,238 | Community Support | |
| Dubuque County Right To Life | ||||||||
| 2205 Carter Road | Dubuque | IA | 52001 | 421270933 | 501(C)(3) | $33,641 | Community Support | |
| Dubuque Dream Center | ||||||||
| PO Box 871 | Dubuque | IA | 52001 | 811062794 | 501(C)(3) | $41,056 | Community Support | |
| Dubuque Food Pantry | ||||||||
| 1598 Jackson Street | Dubuque | IA | 52001 | 421310910 | 501(C)(3) | $6,310 | Community Support | |
| Dubuque Lutheran School | ||||||||
| 2145 JFK | Dubuque | IA | 52001 | 753110118 | 501(C)(3) | $15,460 | Educational | |
| Dubuque Mercy Health Foundation | ||||||||
| 250 Mercy Drive | Dubuque | IA | 52001 | 262227941 | 501(C)(3) | $20,620 | Health | |
| Dubuque Museum of Art | ||||||||
| 701 Locust St | Dubuque | IA | 52001 | 421071185 | 501(C)(3) | $83,912 | Community Support | |
| Dubuque Regional Humane Society | ||||||||
| 4242 Chavenelle Rd | Dubuque | IA | 52002 | 426039535 | 501(C)(3) | $11,235 | Community Support | |
| Hope House Dubuque Catholic Worker House | ||||||||
| 1592 Locust Street | Dubuque | IA | 52001 | 420844836 | 501(C)(3) | $60,975 | Community Support | |
| Dubuque Symphony Orchestra | ||||||||
| 2728 Asbury Rd Ste 900 | Dubuque | IA | 52001 | 237429727 | 501(C)(3) | $118,200 | Community Support | |
| DuRide | ||||||||
| 2728 Asbury Rd Suite 330 | Dubuque | IA | 52001 | 262988507 | 501(C)(3) | $7,906 | Community Support | |
| Dyersville Health Foundation | ||||||||
| 1111 - 3rd St SW | Dyersville | IA | 52040 | 205383271 | 501(C)(3) | $25,569 | Health | |
| Earlville United Parish | ||||||||
| 111 N West St | Earlville | IA | 52041 | 421240340 | 501(C)(3) | $31,770 | Community Support | |
| ECIA - East Central Intergovernmental Association | ||||||||
| 7600 Commerce Park | Dubuque | IA | 52002 | 421207483 | 501(C)(3) | $32,000 | Community Support | |
| Edgewood-Colesburg School District - High School | ||||||||
| 403 W Union St | Edgewood | IA | 52042 | 426040190 | City of Edgewood | $6,770 | Educational | |
| Elkader Historical Society | ||||||||
| 702 Davidson St NW | Elkader | IA | 52043 | 421119953 | 501(C)(3) | $5,820 | Community Support | |
| Emmaus Bible College | ||||||||
| 2570 Asbury Rd | Dubuque | IA | 52001 | 362270695 | 501(C)(3) | $6,000 | Educational | |
| Engage Iowa | ||||||||
| PO Box 1508 | Cedar Rapids | IA | 52406 | 472565726 | 501(C)(3) | $10,000 | Community Support | |
| Ewalu Camp and Retreat Center | ||||||||
| 37776 Alpha Avenue | Strawberry Point | IA | 52076 | 420865245 | 501(C)(3) | $7,410 | Community Support | |
| Excel Inc | ||||||||
| 230 W Main Street | Okolona | MS | 38860 | 640801905 | 501(C)(3) | $7,000 | Community Support | |
| Fairview Cemetery | ||||||||
| 620 E Margaret St | Earlville | IA | 52041 | 420240172 | 501(C)(13) | $8,180 | Community Support | |
| Family Resources | ||||||||
| 2800 Eastern Ave | Davenport | IA | 52803 | 420698225 | 501(C)(3) | $6,000 | Community Support | |
| Finley Health Foundation | ||||||||
| 350 N Grandview Ave | Dubuque | IA | 52001 | 421286953 | 501(C)(3) | $8,924 | Health | |
| Flames of Love International Ministries | ||||||||
| 8616 Arboleda Street | El Paso | TX | 79907 | 742374868 | 501(C)(3) | $53,000 | Community Support | |
| Food for the Poor | ||||||||
| PO Box 979001 | Coconut Creek | FL | 33097 | 592174510 | 501(C)(3) | $6,000 | Community Support | |
| Fort Myers Rescue Mission | ||||||||
| 6900 Mission Lane | Fort Myers | FL | 33916 | 592469860 | 501(C)(3) | $6,000 | Community Support | |
| Four Mounds Foundation | ||||||||
| 4900 Peru Rd | Dubuque | IA | 52001 | 421265303 | 501(C)(3) | $8,670 | Community Support | |
| Four Oaks of Dubuque | ||||||||
| 180 W 15th St | Dubuque | IA | 52001 | 420998726 | 501(C)(3) | $9,128 | Community Support | |
| Friends of Jackson County Conservation | ||||||||
| 18670 - 63rd St | Maquoketa | IA | 52060 | 421521029 | 501(C)(3) | $8,250 | Community Support | |
| Friends of Jones County Conservation | ||||||||
| 12318 Madison | Center Junction | IA | 52212 | 812582157 | 501(C)(3) | $25,000 | Community Support | |
| Steeple Square | ||||||||
| 1584 White St | Dubuque | IA | 52004 | 464898142 | 501(C)(3) | $75,305 | Community Support | |
| Galena Art and Recreation Center | ||||||||
| 413 S Bench St | Galena | IL | 61036 | 362616288 | 501(C)(3) | $12,850 | Community Support | |
| Georgetown University | ||||||||
| 3300 Whitehaven St NW Suite 400 | Washington | DC | 02007 | 530196603 | 501(C)(3) | $15,000 | Educational | |
| GiGi's Playhouse | ||||||||
| 6507 University Ave | Windsor Heights | IA | 50324 | 611611262 | 501(C)(3) | $10,500 | Community Support | |
| Good Neighbor Society | ||||||||
| 105 McCarren Dr | Manchester | IA | 52057 | 420846668 | 501(C)(3) | $5,626 | Community Support | |
| Grand Opera House | ||||||||
| 135 W 8th St | Dubuque | IA | 52001 | 421133812 | 501(C)(3) | $14,986 | Community Support | |
| Grant Wood Mississippi River Region Inc | ||||||||
| 119 S Main St Suite 5 | Maquoketa | IA | 52060 | 810712754 | 501(C)(3) | $29,500 | Community Support | |
| Greater Delaware County Community Foundation | ||||||||
| 200 E Main St | Manchester | IA | 52057 | 421045184 | 501(C)(3) | $13,088 | Community Support | |
| Habitat for Humanity- Dubuque-Jackson Counties | ||||||||
| 900 Jackson St Ste LL5-2E | Dubuque | IA | 52001 | 421365181 | 501(C)(3) | $10,500 | Community Support | |
| Harpers Ferry Area Heritage Society | ||||||||
| PO Box 224 | Harpers Ferry | IA | 52146 | 464504191 | 501(C)(3) | $6,000 | Community Support | |
| Harpers Ferry Boosters Inc | ||||||||
| 128 S 4th St | Harpers Ferry | IA | 52146 | 473846214 | 501(C)(3) | $8,999 | Community Support | |
| Harry Chapin Food Bank | ||||||||
| 3760 Fowler St | Ft Myers | FL | 33901 | 592332120 | 501(C)(3) | $6,000 | Community Support | |
| Heifer International | ||||||||
| PO Box 6021 | Albert Lea | MN | 56007 | 351019477 | 501(C)(3) | $7,000 | Community Support | |
| Hillcrest Family Services | ||||||||
| 2005 Asbury Rd | Dubuque | IA | 52001 | 420680411 | 501(C)(3) | $52,520 | Community Support | |
| Hills and Dales Child Development Center | ||||||||
| 1011 Davis St | Dubuque | IA | 52001 | 421388270 | 501(C)(3) | $22,646 | Community Support | |
| Hispanic Ministry | ||||||||
| 1425 Iowa Street | Dubuque | IA | 52001 | 420680409 | 501(C)(3) | $6,500 | Community Support | |
| Holy Family Catholic Schools - Wahlert High School | ||||||||
| 2005 Kane Street | Dubuque | IA | 52001 | 420792429 | 501(C)(3) | $343,907 | Educational | |
| Holy Trinity Lutheran Church ELCA | ||||||||
| 1755 Delhi St | Dubuque | IA | 52001 | 421134617 | 501(C)(3) | $6,830 | Community Support | |
| Hope for Haiti | ||||||||
| 1021 - 5th Ave N | Naples | FL | 34102 | 593564329 | 501(C)(3) | $6,000 | Community Support | |
| Horizons A Family Service Alliance | ||||||||
| 819 5th Street SE | Cedar Rapids | IA | 52401 | 421135083 | 501(C)(3) | $7,000 | Community Support | |
| Hospice of Dubuque | ||||||||
| 1670 John F Kennedy Road | Dubuque | IA | 52002 | 421205973 | 501(C)(3) | $18,035 | Health | |
| Immaculate Heart of Mary Church | ||||||||
| PO Box 309 | Houston | MS | 38851 | 530196617 | 501(C)(3) | $6,500 | Community Support | |
| Incarnation Sagrado Corazon De Jesus | ||||||||
| 3817 Pleasant Ave S | Minneapolis | MN | 55409 | 010760816 | 501(C)(3) | $7,000 | Community Support | |
| Institute of the Incarnate Word | ||||||||
| 29217 Lansing Rd | Dyersville | IA | 52040 | 043242480 | 501(C)(3) | $10,000 | Community Support | |
| Iowa Jobs for America's Graduates (iJAG) | ||||||||
| 400 E 14th St | Des Moines | IA | 50319 | 421492988 | 501(C)(3) | $12,500 | Community Support | |
| Jo Daviess Conservation Foundation | ||||||||
| 126 N Main St | Elizabeth | IL | 61028 | 363913497 | 501(C)(3) | $10,700 | Community Support | |
| Jones Regional Medical Center | ||||||||
| 1795 Hwy 64 East | Anamosa | IA | 52205 | 421487967 | 501(C)(3) | $5,000 | Health | |
| Junior Achievement of the Heartland | ||||||||
| 800 - 12th Ave | Moline | IL | 61265 | 362684253 | 501(C)(3) | $14,530 | Community Support | |
| La Salle Catholic School | ||||||||
| PO Box 368 | Holy Cross | IA | 52053 | 420940399 | 501(C)(3) | $52,000 | Educational | |
| Lansing Fire Department | ||||||||
| PO Box 57 | Lansing | IA | 52151 | 391872357 | 501(C)(3) | $6,000 | Community Support | |
| Little Sisters of the Poor Chicago Province Inc | ||||||||
| 80 West Northwest Highway | Palatine | IL | 60067 | 510187829 | 501(C)(3) | $12,000 | Community Support | |
| Loras College | ||||||||
| 1450 Alta Vista | Dubuque | IA | 52004 | 420680412 | 501(C)(3) | $342,460 | Educational | |
| Luther Manor | ||||||||
| 3131 Hillcrest Road | Dubuque | IA | 52001 | 420713635 | 501(C)(3) | $10,680 | Community Support | |
| Lutheran Services in Iowa | ||||||||
| 3125 Cottage Grove Ave | Des Moines | IA | 50311 | 420698267 | 501(C)(3) | $7,500 | Community Support | |
| Maquoketa Area Family YMCA | ||||||||
| 500 E Summit St | Maquoketa | IA | 52060 | 420703278 | 501(C)(3) | $6,130 | Community Support | |
| Maquoketa Community Schools | ||||||||
| 612 S Vermont St | Maquoketa | IA | 52060 | 426037701 | City of Maquoketa | $13,086 | Educational | |
| Maquoketa Valley Dollars for Scholars | ||||||||
| PO Box 62 | Delhi | IA | 52223 | 465193481 | 501(C)(3) | $15,000 | Community Support | |
| Marianist Mission | ||||||||
| 4435 East Patterson Rd | Dayton | OH | 45481 | 311657985 | 501(C)(3) | $7,000 | Community Support | |
| Marquette Catholic Schools | ||||||||
| 403 Park St | Bellevue | IA | 52031 | 420955523 | 501(C)(3) | $61,220 | Educational | |
| Maryknoll Fathers and Brothers | ||||||||
| PO BOX 302 | Maryknoll | NY | 10545 | 131740144 | 501(C)(3) | $35,000 | Community Support | |
| Mary's Inn Maternity Home | ||||||||
| PO Box 3338 | Dubuque | IA | 52004 | 364768362 | 501(C)(3) | $26,323 | Community Support | |
| Mercy Medical Center | ||||||||
| 250 Mercy Drive | Dubuque | IA | 52001 | 311373080 | 501(C)(3) | $10,180 | Health | |
| MFL - MarMac Dollars for Scholars | ||||||||
| PO Box 607 | Monona | IA | 52159 | 465070060 | 501(C)(3) | $5,970 | Community Support | |
| Mid-Iowa Community Action Inc | ||||||||
| 611 4th Ave | Grinnell | IA | 50112 | 420923311 | 501(C)(3) | $5,500 | Community Support | |
| Mt Pleasant Home | ||||||||
| 1695 Mt Pleasant St | Dubuque | IA | 52001 | 420698197 | 501(C)(3) | $5,918 | Community Support | |
| Multicultural Family Center | ||||||||
| 1157 Central Ave | Dubuque | IA | 52001 | 270751743 | 501(C)(3) | $29,885 | Community Support | |
| NAMI - Dubuque | ||||||||
| 900 Jackson St Suite LL5-2B | Dubuque | IA | 52001 | 311492256 | 501(C)(3) | $30,250 | Community Support | |
| National Mississippi River Museum & Aquarium | ||||||||
| 350 E 3rd St | Dubuque | IA | 52001 | 426072050 | 501(C)(3) | $96,121 | Community Support | |
| Nativity Church | ||||||||
| 1225 Alta Vista St | Dubuque | IA | 52001 | 530196617 | 501(C)(3) | $25,000 | Community Support | |
| North Scott School District - Boosters | ||||||||
| PO Box 425 | Eldridge | IA | 52748 | 426023564 | Scott County | $25,000 | Community Support | |
| Northeast Iowa Community College Foundation | ||||||||
| 8342 Nicc Drive | Peosta | IA | 52068 | 421178729 | 501(C)(3) | $5,214 | Educational | |
| Northeast Iowa Community College | ||||||||
| 1625 Hwy 150 | Calmar | IA | 52132 | 421178729 | 501(C)(3) | $7,240 | Educational | |
| Northeast Iowa RC & D Inc | ||||||||
| 101 E Greene St | Postville | IA | 52162 | 421309260 | 501(C)(3) | $6,061 | Community Support | |
| Northeast Iowa School of Music | ||||||||
| 2728 Asbury Rd Ste 200 | Dubuque | IA | 52001 | 421510485 | 501(C)(3) | $11,028 | Educational | |
| Opening Doors (Maria House & Teresa Shelter) | ||||||||
| 1561 Jackson St | Dubuque | IA | 52001 | 421490364 | 501(C)(3) | $46,732 | Community Support | |
| Order of St Camillus Foundation | ||||||||
| 10200 W Blue Mound Rd | Wauwatosa | WI | 53226 | 391925879 | 501(C)(3) | $6,000 | Community Support | |
| Our Lady of the Mississippi Abbey | ||||||||
| 8400 Abbey Hill Lane | Dubuque | IA | 52003 | 420878319 | 501(C)(3) | $14,500 | Community Support | |
| Our Lady of the Sioux Church | ||||||||
| PO Box 140 | Oglala | SD | 57764 | 530196617 | 501(C)(3) | $6,500 | Community Support | |
| Phoenix Children's Hospital Foundation | ||||||||
| 2929 E Camelback Rd Suite 122 | Phoenix | AZ | 85016 | 742421549 | 501(C)(3) | $10,000 | Health | |
| Piarist School | ||||||||
| Highway 80 | Martin | KY | 41649 | 611177865 | 501(C)(3) | $11,500 | Educational | |
| Postville Volunteer Fire Department | ||||||||
| PO Box 38 | Postville | IA | 52162 | 421068460 | 501(C)(3) | $14,500 | Community Support | |
| Presentation Lantern | ||||||||
| 900 Jackson St Suite LL5-1 | Dubuque | IA | 52001 | 134224124 | 501(C)(3) | $15,130 | Community Support | |
| Priests of the Sacred Heart | ||||||||
| PO Box 900 | Hales Corners | WI | 53130 | 391243521 | 501(C)(3) | $7,000 | Community Support | |
| Quad Cities Golf Classic Charitable Foundation | ||||||||
| 15623 Coaltown Rd | East Moline | IL | 61244 | 931332421 | 501(C)(3) | $15,000 | Community Support | |
| Regina Inter-Parish Catholic Education Center | ||||||||
| 2140 Rochester Ave | Iowa City | IA | 52240 | 530196617 | 501(C)(3) | $12,000 | Educational | |
| Resurrection Parish | ||||||||
| 4300 Asbury Rd | Dubuque | IA | 52002 | 420861036 | 501(C)(3) | $7,300 | Community Support | |
| River Valley Initiative Foundation | ||||||||
| C/O Greater Dubuque Development | Dubuque | IA | 52001 | 320051502 | 501(C)(3) | $11,000 | Community Support | Corporation |
| Riverview Center | ||||||||
| 2600 Dodge St | Dubuque | IA | 52002 | 363920008 | 501(C)(3) | $14,839 | Community Support | |
| Sacred Heart Catholic School Monticello | ||||||||
| 234 N Sycamore | Monticello | IA | 52310 | 420733458 | 501(C)(3) | $25,060 | Educational | |
| Sacred Heart Catholic School | ||||||||
| 806 Eddy St | Maquoketa | IA | 52060 | 420725234 | 501(C)(3) | $72,513 | Educational | |
| Safe Haven Humane Society | ||||||||
| 1471 US Highway 20 W | Elizabeth | IL | 61028 | 364242148 | 501(C)(3) | $11,033 | Community Support | |
| Salvation Army - District Headquarters | ||||||||
| 5550 Prarie Stone Parkway | Hoffmann Estates | IL | 60192 | 362167910 | 501(C)(3) | $5,295 | Community Support | |
| School Sisters of St Francis | ||||||||
| 3902 N Ridgeway Ave | Chicago | IL | 60618 | 391594407 | 501(C)(3) | $6,500 | Community Support | |
| Shalom Retreat Center | ||||||||
| 1001 Davis St | Dubuque | IA | 52001 | 420757421 | 501(C)(3) | $14,000 | Community Support | |
| Shepherd Gallery and Creativity Center | ||||||||
| 214 S River Park Dr | Guttenberg | IA | 52052 | 371521325 | 501(C)(3) | $6,475 | Community Support | |
| Sinsinawa Dominicans Congregation | ||||||||
| 585 County Road Z | Sinsinawa | WI | 53824 | 390816854 | 501(C)(3) | $31,700 | Community Support | |
| Sisters of Charity BVM | ||||||||
| 1100 Carmel Drive | Dubuque | IA | 52004 | 521235775 | 501(C)(3) | $49,592 | Community Support | |
| Sisters of St Francis | ||||||||
| 3390 Windsor Ave | Dubuque | IA | 52001 | 420757421 | 501(C)(3) | $7,250 | Community Support | |
| Southwest Franciscan Missions | ||||||||
| PO Box 12395 | Albuquerque | NM | 87195 | 856013190 | 501(C)(3) | $6,000 | Community Support | |
| Special Olympics Iowa | ||||||||
| 551 Dovetail Road | Grimes | IA | 50111 | 510176029 | 501(C)(3) | $9,250 | Community Support | |
| St Bonaventure Indian Mission & School | ||||||||
| PO Box 610 | Thoreau | NM | 87323 | 850326009 | 501(C)(3) | $6,000 | Educational | |
| St Columbkille Catholic Church | ||||||||
| 1240 Rush St | Dubuque | IA | 52003 | 420680317 | 501(C)(3) | $13,972 | Community Support | |
| St Elias the Prophet Greek Orthodox Church | ||||||||
| 1075 Rockdale Road | Dubuque | IA | 52001 | 421422694 | 501(C)(3) | $10,650 | Community Support | |
| St John of the Cross Catholic Worker House | ||||||||
| 1027 5th Ave SE | Cedar Rapids | IA | 52403 | 421307304 | 501(C)(3) | $32,500 | Community Support | |
| Almost Home Dubuque | ||||||||
| 1276 White St | Dubuque | IA | 52001 | 237421408 | 501(C)(3) | $6,000 | Community Support | |
| St John's Lutheran Church | ||||||||
| 203 Pearl St | Guttenberg | IA | 52052 | 421522040 | 501(C)(3) | $8,340 | Community Support | |
| St Joseph the Worker Catholic Church | ||||||||
| 60 S Algona St | Dubuque | IA | 52001 | 420698063 | 501(C)(3) | $73,290 | Community Support | |
| St Joseph's Indian School | ||||||||
| 1301 N Main Street | Chamberlain | SD | 57325 | 460235912 | 501(C)(3) | $6,000 | Community Support | |
| St Mark Youth Enrichment | ||||||||
| 1201 Locust St | Dubuque | IA | 52001 | 421338364 | 501(C)(3) | $25,500 | Educational | |
| St Mary's Catholic Church | ||||||||
| PO Box 847 | Guttenberg | IA | 52052 | 420698075 | 501(C)(3) | $16,000 | Community Support | |
| St Mary's Mission School | ||||||||
| PO Box 189 | Red Lake | MN | 56671 | 530196617 | 501(C)(3) | $6,500 | Community Support | |
| St Patrick School | ||||||||
| 200 2nd St SW | Waukon | IA | 52172 | 420698115 | 501(C)(3) | $10,110 | Community Support | |
| St Stephen's Food Bank | ||||||||
| 3145 Cedar Crest Ridge | Dubuque | IA | 52003 | 421222356 | 501(C)(3) | $8,765 | Community Support | |
| St Thomas Aquinas Church and Catholic Student Center | ||||||||
| 2210 Lincoln Way | Ames | IA | 50014 | 420698050 | 501(C)(3) | $7,500 | Community Support | |
| St Vincent de Paul | ||||||||
| 4990 Radford Road | Dubuque | IA | 52002 | 420890358 | 501(C)(3) | $5,850 | Community Support | |
| Stonehill Benevolent Foundation | ||||||||
| 3485 Windsor Ave | Dubuque | IA | 52001 | 421337556 | 501(C)(3) | $42,590 | Community Support | |
| Stonehill Franciscan Services | ||||||||
| 3485 Windsor Ave | Dubuque | IA | 52001 | 510141775 | 501(C)(3) | $6,622 | Community Support | |
| Studio Works | ||||||||
| 900 Jackson St LL3 | Dubuque | IA | 52001 | 454217883 | 501(C)(3) | $30,000 | Community Support | |
| Sudan Relief Fund | ||||||||
| PO Box 7084 | Merrifield | VA | 22116 | 522148976 | 501(C)(3) | $6,000 | Community Support | |
| Tanager Place | ||||||||
| 2309 C St SW | Cedar Rapids | IA | 52404 | 420688079 | 501(C)(3) | $7,110 | Community Support | |
| The Froelich Foundation | ||||||||
| 24397 Froelich Rd | McGregor | IA | 52157 | 421295071 | 501(C)(3) | $17,423 | Community Support | |
| The Power of Prayer | ||||||||
| PO Box 681 | Dubuque | IA | 52004 | 510136875 | 501(C)(3) | $5,469 | Community Support | |
| Trinity Missions | ||||||||
| 9001 New Hampshire Ave | Silver Spring | MD | 20903 | 520591670 | 501(C)(3) | $7,000 | Community Support | |
| Two by Two Character Development | ||||||||
| 470 W 4th St | Dubuque | IA | 52001 | 203437767 | 501(C)(3) | $40,131 | Educational | |
| University of Dubuque | ||||||||
| 2000 University Ave | Dubuque | IA | 52001 | 420680323 | 501(C)(3) | $44,850 | Educational | |
| Veteran's Freedom Center | ||||||||
| 2245 Kerper Blvd Ste 1 | Dubuque | IA | 52001 | 420887395 | 501(C)(4) | $9,666 | Community Support | |
| Vision to Learn | ||||||||
| 11611 San Vicente Blvd Ste 500 | Los Angeles | CA | 90049 | 453457853 | 501(C)(3) | $30,000 | Educational | |
| Wartburg Theological Seminary | ||||||||
| 333 Wartburg Pl | Dubuque | IA | 52003 | 420681105 | 501(C)(3) | $6,449 | Educational | |
| Waterville Fire Department Squad | ||||||||
| 121 Main St | Waterville | IA | 52170 | 421321093 | 501(C)(3) | $21,000 | Community Support | |
| Waukon Wellness Center | ||||||||
| 1220 - 3rd Ave NW Suite 101 | Waukon | IA | 52172 | 426005340 | 501(C)(3) | $16,675 | Health | |
| Westminster Presbyterian Church | ||||||||
| 2155 University Ave | Dubuque | IA | 52001 | 421195278 | 501(C)(3) | $15,442 | Community Support | |
| Winnesheik Energy District | ||||||||
| 217 W Water St Unit One | Decorah | IA | 52101 | 271525603 | 501(C)(3) | $12,000 | Community Support | |
| YMCA of Northeast Iowa | ||||||||
| PO Box 268 | Postville | IA | 52162 | 571167577 | 501(C)(3) | $6,000 | Community Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 192 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Promising Futures Fund | 6 | $13,264 |
| Scholarships | 33 | $162,860 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The unrestricted fund is a fund from which income and/or principal may be distributed to charities designated as 501(c)(3) organizations and to charitable causes and concerns. Applications for grants must be submitted by organizations. From the applications submitted, a committee established by the board will decide which organizations grants will be awarded. The board of directors retains complete discretion as to the selection of grantees and programs to receive help from such a fund, and in meeting emerging and priority community needs and opportunities. The field of interest fund is a fund from which income and/or principal may be distributed to charities designated as 501(c)(3) organizations or to groups with potential for achieving 501(c)(3) status which provide services in a specified field or fields of charitable activity, such as arts and culture, community affairs and development, education, environment, health, historic preservation, and human services. The board of directors of the Foundation shall exercise complete discretion in identifying funding opportunities and selecting grantees within the specified fields of interest. Designated funds are funds from which income and/or principal is distributed by the board of directors of the Foundation to 501(c)(3) charities named or specified by the donor(s) at the time the fund is established. Agency Endowment Funds are funds that may be established by IRS 501(c)(3) organizations from which income and/or principal may be distributed by the board of directors of the Foundation for the particular organization's own benefit. Donor advised funds are funds from which income and/or principal is distributed by the board of directors to 501(c)(3) charities in response to recommendations made by the donor, the donor's family, or an advisor. In accordance with Internal Revenue Code requirements, however, such recommendations are advisory only and not binding on the board of directors of the Foundation. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy Van Milligen | PersonNm |
| Title | President/CEO | TitleTxt |
| Base Compensation Filing Org | $157,037 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,990 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,550 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $167,577 | 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 | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,908,431 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Quoted market price | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $76,728 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal report | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Life insurance policies | 1 | $175,333 | Sales price |
| Yes (X) | Gift of grain | 15 | $51,061 | Sales price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | The Community Foundation uses an outside organization to process stocks received as contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | The Executive Committee consists of not less than five and not more than seven Directors, including the Chair, Vice Chair, Secretary, Treasurer and other Directors selected at-large. The Executive Committee serves between meetings of the Board and possess and may exercise all powers of the Board in the management affairs of the Community Foundation of Greater Dubuque, including the responsibility and power to appoint committees, to determine the distribution of property, authority over investment policies, and other duties delegated by the Board. All actions taken by the Executive Committee are reported to the Board and subject to control, revision and alteration. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is made available to the governing body. The President/CEO and Finance Director review the 990. For FY 2017 we will have the board review prior to filing. |
| Form 990, Part VI, Section B, line 12c | Any member of the Foundation's staff, board of directors, and officers must complete a conflict of interest statement annually. The Chair of the Foundation and the Executive Director review the signed statements. Any possible conflicts are brought to the board's attention. Any member of the Board of Directors who is connected with a prospective grant recipient in any official capacity shall abstain from voting on the proposed grant. This abstention shall be recorded in the minutes of the meeting at which such vote occurs. If, because of such abstentions at any such meeting of the Board of Directors, a particular grant would fail for lack of a majority vote, such a grant could be made if approved in writing by an absent but disinterested member or members within a reasonable time after the Directors' meeting at which the grant proposal was first considered. If a situation should arise in which a majority of directors would be disqualified from voting on a grant proposal because of the Foundation's conflict of interest policy, the board may, after full disclosure of the potential conflict and by majority affirmative vote, suspend the conflict of interest policy and proceed to make the grant. All discussion and action with respect to actual or potential conflicts of interest shall be entered into the minutes of the meetings where such action takes place. It is the practice of the Community Foundation to build a written record of any special relationships between prospective grantees and directors, staff, or the family members of either directors or staff for the purpose of documenting the factual record and enabling full disclosure to all directors. Such record shall be kept with the permanent minutes of the board proceedings. Any person having knowledge of any action or conduct in violation of the policies should report the information to the Chair of the Foundation board. |
| Form 990, Part VI, Section B, line 15a | The Executive Committee determines the compensation for the President/CEO. Salary adjustments are based on an annual evaluation and comparability data. The organization documents and provides substantiation for the compensation process. The compensation process was last completed in FY 2017. |
| Form 990, Part VI, Section C, line 19 | The Organization's governing documents, conflict of interest policy, and financial statements are available upon written request. |
| Form 990, Part XI, line 9: | Change in value of life insurance 59,808. |
| Form 990, Part XII, Line 2c: | The process did not change from the prior year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFGD Real Estate LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Suite 195 | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421526614 | EIN |
| Primary Activities | Assist Community Foundation of Greater Dubuque with charitable giving needs | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFGD Charitable Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 Locust Street Ste 195 | AddressLine1Txt |
| City | Dubuque | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356840681 | EIN |
| Primary Activities | Suppport the Community Foundation of Greater Dubuque | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Greater Dubuque | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |