DULUTH SUPERIOR AREA COMMUNITY FOUNDATION INC: Form 990, tax year 2024
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- Organization
- DULUTH SUPERIOR AREA COMMUNITY FOUNDATION INC (EIN 41-1429402)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202523079349302892
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T14:41:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 393647910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411429402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUTH-SUPERIOR AREA COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 2187260232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W SUPERIOR STREET 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN FLOERKE | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2187260232 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOREAL WATERS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHAUN FLOERKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W SUPERIOR STREET 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,601,587 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DSACOMMUNITYFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | WE UNITE PEOPLE AND RESOURCES, DRIVING BOLD ACTION TO CREATE LASTING IMPACT FOR A BRIGHTER TOMORROW. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 240 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,974,789 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,370,441 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$9,217,383 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,058,785 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,755 | PYOtherRevenueAmt |
| CY Other Revenue | -$11,694 | CYOtherRevenueAmt |
| PY Total Revenue | -$3,259,349 | PYTotalRevenueAmt |
| CY Total Revenue | $6,417,532 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,326,780 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,417,464 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,005,356 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $995,687 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $308,533 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $621,294 | PYOtherExpensesAmt |
| CY Other Expenses | $651,894 | CYOtherExpensesAmt |
| PY Total Expenses | $3,953,430 | PYTotalExpensesAmt |
| CY Total Expenses | $7,065,045 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,212,779 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$647,513 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $106,281,568 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,006,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,554,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,736,696 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $99,727,230 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,269,486 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE UNITE PEOPLE AND RESOURCES, DRIVING BOLD ACTION TO CREATE LASTING IMPACT FOR A BRIGHTER TOMORROW. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,017,450 | ExpenseAmt |
| Grant | $5,417,464 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2024, THE COMMUNITY FOUNDATION AWARDED $4,597,558 IN GRANTS AND $819,906 IN SCHOLARSHIPS. TOTAL GRANTS AWARDED (INCLUDING INTERFUND GRANTS) FOR ALL PROGRAM AREAS WAS $5,417,464 COMPRISED OF: 27% UNRESTRICTED FUNDS, 19% DESIGNATED, 18% FIELD OF INTEREST, 5% ORGANIZATIONAL ENDOWMENTS, 15% SCHOLARSHIPS AND 16% DONOR ADVISED. THE LARGEST PROGRAM AREA SUPPORTED WAS HUMAN SERVICES WITH 38% OF GRANT FUNDS, FOLLOWED BY, 20% COMMUNITY ECONOMIC DEVELOPMENT , 15% EDUCATION, 13% IN SCHOLARSHIPS, 10% IN ENVIRONMENT, AND 4% IN ARTS. IN 2024, THE COMMUNITY FOUNDATION AWARDED $392,015 SCHOLARSHIPS FROM ENDOWED FUNDS AND $41,000 FROM 4 TEMPORARY SCHOLARSHIP FUNDS THAT THE FOUNDATION PROVIDES SCHOLARSHIP SERVICES. IN ADDITION, THE FOUNDATION PROVIDED ADMINISTRATIVE SERVICES FOR TWO AFFILIATED SCHOLARSHIPS TOTALING $244,833 WHERE ALL OF THE FUNDS ARE HELD BY A LOCAL BANK. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $264,149 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2024, AS PART OF ONGOING STRATEGIC PLANNING EFFORTS, BOREAL WATERS MADE SIGNIFICANT IMPROVEMENTS TO GRANTMAKING DESIGNED TO BETTER ALIGN RESOURCES WITH THE NEEDS OF THE COMMUNITIES SERVED. THIS INVOLVED RESTRUCTURING COMMITTEES TO INCLUDE COMMUNITY MEMBERS WITH LIVED EXPERIENCE AND EXPERTISE IN THE AREAS WHERE FUNDS ARE DIRECTED (E.G., CHILDHOOD POVERTY, MISSING A SENSE OF BELONGING, ETC.). THE FOCUS AREAS OF OPPORTUNITY, RESILIENCE, BELONGING AND TRANSFORMATION WERE BETTER DEFINED THROUGH COMMUNITY FEEDBACK AND RESEARCH TO ENSURE EFFORTS ARE IMPACTFUL AND SUSTAINABLE. THE SECOND REQUEST FOR PROPOSALS WAS ALSO MADE MORE ACCESSIBLE BY CREATING A LETTER OF INTENT PROCESS, WHICH ALLOWED FOR US TO GET BACK TO ORGANIZATIONS FASTER. THESE CHANGES ARE PART OF THE BROADER STRATEGY TO ENHANCE THE EFFECTIVENESS AND REACH OF BOREAL WATER'S GRANTMAKING, ENSURING THAT NOT ONLY NEEDS ARE MET, BUT EFFORTS FOCUS ON MEANINGFUL, LASTING IMPROVEMENTS.BOREAL WATERS CONTINUED TO BE RESPONSIVE TO COMMUNITY NEEDS AND OPPORTUNITIES. LEADERSHIP INITIATIVES WERE DEVELOPED WITH COLLABORATING ORGANIZATIONS, SUCH AS NONPROFITS AT NOON, BE ON BOARD, AND OTHER PROGRAMS TO HELP NONPROFITS BUILD SKILLS AND PROVIDE PROFESSIONAL DEVELOPMENT. ADDITIONAL COMMUNITY LEADERSHIP SOUGHT TO FILL A GAP FOR LOCAL NONPROFITS IN RECRUITING VOLUNTEERS TO SERVE AS TRUSTEES. COMMUNITY IMPACT PROGRAMMING IS IN ADDITION TO BOREAL WATERS ON-GOING GRANT AND SCHOLARSHIP ACTIVITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,281,599 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 14 | 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 |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAIGE FREESE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2187260232 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 W SUPERIOR STREET 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SHAUN FLOERKE | ||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $160,958 | $0 | $49,875 | |
| PAIGE FREESE | ||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $80,404 | $0 | $15,149 | |
| KERSTYN HENDRICKS | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOSCELYN SKANDEL | ||||||
| CHAIR (THRU MARCH) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATELYN BAUMANN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MATT VAILLANT | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID MONTGOMERY | ||||||
| TREASURER (THRU NOVEMBER) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICK HEFFERNAN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MOIRA VILLIARD | ||||||
| SECRETARY (THRU JUNE) | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AILEEN BEARD | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BRENDA BRANNAN | ||||||
| TRUSTEE (THRU MARCH) | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LEE JENSEN BUJOLD | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF COREY | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FRED FRIEDMAN | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANGELA GILBERTSON | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SAKIB MAHMUD | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PETER PFANKUCH | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| HEIDI SIGFRIDS | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SANDRA WRIGHT | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JULIAN ZEBOT | ||||||
| TRUSTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $241,362 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,024 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,000 | FundraisingAmt |
| All Other Contributions | $2,345,441 | AllOtherContributionsAmt |
| Noncash Contributions | $52,634 | NoncashContributionsAmt |
| Total Contributions | $2,370,441 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,454,817 | TotalRevenueColumnAmt |
| Exclusion | $2,454,817 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,769,619 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,165,651 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,603,968 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,603,968 | TotalRevenueColumnAmt |
| Exclusion | $1,603,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,210 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,404 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,194 | TotalRevenueColumnAmt |
| Exclusion | -$14,194 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,500 | TotalRevenueColumnAmt |
| Exclusion | $2,500 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,500 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,417,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,047,091 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,597,558 | TotalAmt |
| Program Services | $4,597,558 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $819,906 | TotalAmt |
| Program Services | $819,906 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,386 | TotalAmt |
| Program Services | $175,655 | ProgramServicesAmt |
| Management And General | $60,582 | ManagementAndGeneralAmt |
| Fundraising | $70,149 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,133 | TotalAmt |
| Program Services | $311,416 | ProgramServicesAmt |
| Management And General | $107,379 | ManagementAndGeneralAmt |
| Fundraising | $124,338 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,508 | TotalAmt |
| Program Services | $17,484 | ProgramServicesAmt |
| Management And General | $6,035 | ManagementAndGeneralAmt |
| Fundraising | $6,989 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,180 | TotalAmt |
| Program Services | $35,062 | ProgramServicesAmt |
| Management And General | $12,103 | ManagementAndGeneralAmt |
| Fundraising | $14,015 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,480 | TotalAmt |
| Program Services | $31,256 | ProgramServicesAmt |
| Management And General | $10,762 | ManagementAndGeneralAmt |
| Fundraising | $12,462 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,064 | TotalAmt |
| Program Services | $1,032 | ProgramServicesAmt |
| Management And General | $1,032 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,835 | TotalAmt |
| Management And General | $30,835 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,924 | TotalAmt |
| Management And General | $181,924 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,348 | TotalAmt |
| Program Services | $49,166 | ProgramServicesAmt |
| Management And General | $5,833 | ManagementAndGeneralAmt |
| Fundraising | $10,349 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,363 | TotalAmt |
| Program Services | $21,211 | ProgramServicesAmt |
| Management And General | $6,901 | ManagementAndGeneralAmt |
| Fundraising | $8,251 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,241 | TotalAmt |
| Program Services | $6,925 | ProgramServicesAmt |
| Management And General | $1,537 | ManagementAndGeneralAmt |
| Fundraising | $1,779 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,892 | TotalAmt |
| Program Services | $7,892 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,384 | TotalAmt |
| Program Services | $23,120 | ProgramServicesAmt |
| Management And General | $8,247 | ManagementAndGeneralAmt |
| Fundraising | $9,017 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,673 | TotalAmt |
| Program Services | $2,673 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,980 | TotalAmt |
| Program Services | $19,052 | ProgramServicesAmt |
| Management And General | $6,454 | ManagementAndGeneralAmt |
| Fundraising | $7,474 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,510 | TotalAmt |
| Program Services | $22,585 | ProgramServicesAmt |
| Management And General | $7,739 | ManagementAndGeneralAmt |
| Fundraising | $9,186 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,453 | TotalAmt |
| Program Services | $4,269 | ProgramServicesAmt |
| Management And General | $1,475 | ManagementAndGeneralAmt |
| Fundraising | $1,709 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $65,467 | $37,847 | $12,800 | $14,820 |
| PRINTING AND MATERIALS | $47,249 | $42,952 | $774 | $3,523 |
| EQUIPMENT MAINTENANCE | $40,521 | $23,368 | $7,949 | $9,204 |
| PUBLIC EDUCATION MEETIN | $18,183 | $12,694 | $2,544 | $2,945 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,807 | TotalAmt |
| Program Services | $18,476 | ProgramServicesAmt |
| Management And General | $2,008 | ManagementAndGeneralAmt |
| Fundraising | $2,323 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,065,045 | TotalAmt |
| Program Services | $6,281,599 | ProgramServicesAmt |
| Management And General | $474,913 | ManagementAndGeneralAmt |
| Fundraising | $308,533 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,541,079 | BOYAmt |
| EOY | $838,077 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,939 | BOYAmt |
| EOY | $1,846,067 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,270 | BOYAmt |
| EOY | $303,368 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $58,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $586,540 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $432,323 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,853 | BOYAmt |
| EOY | $154,217 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,463,712 | BOYAmt |
| EOY | $113,720,401 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,715 | BOYAmt |
| EOY | $1,085,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,281,568 | BOYAmt |
| EOY | $118,006,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,309 | BOYAmt |
| EOY | $74,396 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,606 | BOYAmt |
| EOY | $727,823 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,975 | BOYAmt |
| EOY | $112,754 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,833,448 | BOYAmt |
| EOY | $6,821,723 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,554,338 | BOYAmt |
| EOY | $7,736,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,026,588 | BOYAmt |
| EOY | $28,828,412 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,700,642 | BOYAmt |
| EOY | $81,441,074 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,727,230 | BOYAmt |
| EOY | $110,269,486 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,281,568 | BOYAmt |
| EOY | $118,006,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$647,513 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,013,777 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$824,008 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,551,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,454,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,606,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,974,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,370,441 | CurrentTaxYearAmt |
| Total | $22,958,531 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,551,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,454,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,606,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,974,789 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,370,441 | CurrentTaxYearAmt |
| Total | $22,958,531 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,850,323 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,108,208 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,686,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,832,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,936,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,249,793 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,454,817 | CurrentTaxYearAmt |
| Total | $10,159,345 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,063 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $2,500 | CurrentTaxYearAmt |
| Total | $18,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,136,207 | TotalSupportAmt |
| Public Support CY170 | 0.51630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 38 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 5 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $79,638 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $103 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $891,992 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $50,500 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,838,285 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,014,967 | 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 | $98,214,882 | BeginningYearBalanceAmt |
| Contributions | $1,894,456 | ContributionsAmt |
| Investment Earnings Or Losses | $15,171,036 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,345,189 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $236,379 | AdministrativeExpensesAmt |
| End Year Balance | $108,698,806 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,222,507 | BeginningYearBalanceAmt |
| Contributions | $5,735,927 | ContributionsAmt |
| Investment Earnings Or Losses | $13,758,088 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,139,149 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $362,491 | AdministrativeExpensesAmt |
| End Year Balance | $98,214,882 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,673,391 | BeginningYearBalanceAmt |
| Contributions | $4,155,128 | ContributionsAmt |
| Investment Earnings Or Losses | -$17,139,647 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,280,254 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $186,111 | AdministrativeExpensesAmt |
| End Year Balance | $82,222,507 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,146,487 | BeginningYearBalanceAmt |
| Contributions | $4,182,596 | ContributionsAmt |
| Investment Earnings Or Losses | $12,823,051 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,402,377 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $76,366 | AdministrativeExpensesAmt |
| End Year Balance | $99,673,391 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,490,672 | BeginningYearBalanceAmt |
| Contributions | $2,726,303 | ContributionsAmt |
| Investment Earnings Or Losses | $10,227,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,269,157 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,029,189 | AdministrativeExpensesAmt |
| End Year Balance | $86,146,487 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26521 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56815 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16664 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $275,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,998 | DepreciationAmt |
| Book Value | $125,806 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $310,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $282,325 | DepreciationAmt |
| Book Value | $28,411 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,217 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| HELD IN TRUST FOR OTHERS | $242,378 |
| FUNDS HELD AS AGENCY ENDOWMENTS | $6,472,042 |
| LEASE LIABILITY - OPERATING | $107,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,821,723 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $17,286,058 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $12,013,777 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$963,327 | OtherRevenueAmt |
| Revenue Not Reported | $11,050,450 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,235,608 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $181,924 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $181,924 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,417,532 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,743,802 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,743,802 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $181,924 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $139,319 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $321,243 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,065,045 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USES FOR ALL ENDOWED FUNDS ARE STRICTLY AS SET BY THE FUND AGREEMENT OF EACH FUND. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -20,197. DISTRIBUTIONS FROM AND CHANGE IN VALUE OF ASSETS HELD BY OTHERS 195,452. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -1,138,582. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS MADE FROM AGENCY ENDOWMENTS NET OF REFUNDS 139,319. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF FORETHE GREATER GOOD | Event1Nm |
| Gross Receipts Event1 | $29,210 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,210 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $3,114 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $2,817 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,594 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,891 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $298 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,690 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $29,210 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,210 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,114 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,817 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,594 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,891 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $298 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,690 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,404 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,194 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (136 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 23RD VETERAN | ||||||||
| PO BOX 161483 | DULUTH | MN | 55816 | 473420231 | 501(C)(3) | $62,000 | $0 | HUMAN SERVICES |
| ADVOCATES AGAINST DOMESTIC ABUSE | ||||||||
| PO BOX 153 | AITKIN | MN | 56431 | 411543099 | 501(C)(3) | $15,000 | $0 | HUMAN SERVICES |
| ADVOCATES FOR FAMILY PEACE | ||||||||
| 820 N 9TH ST | GRAND RAPIDS | MN | 55792 | 411377489 | 501(C)(3) | $12,541 | $0 | HUMAN SERVICES |
| AMERICAN RED CROSS SERVING NORTHERN MINNESOTA | ||||||||
| 2524 MAPLE GROVE ROAD | DULUTH | MN | 55811 | 530196605 | 501(C)(3) | $62,305 | $0 | HUMAN SERVICES |
| ANIMAL ALLIES HUMANE SOCIETY | ||||||||
| 4006 AIRPORT RD | DULUTH | MN | 55811 | 410917362 | 501(C)(3) | $36,500 | $0 | ENVIRONMENT |
| ARMORY ARTS AND MUSIC CENTER | ||||||||
| 1626 LONDON RD | DULUTH | MN | 55812 | 680497248 | 501(C)(3) | $7,000 | $0 | ARTS |
| ARROWHEAD ANIMAL RESCUE | ||||||||
| PO BOX 1274 | GRAND MARAIS | MN | 55604 | 451743121 | 501(C)(3) | $25,000 | $0 | ENVIRONMENT |
| ARROWHEAD ECONOMIC OPPORTUNITY AGENCY | ||||||||
| 702 S 3RD AVE W | VIRGINIA | MN | 55792 | 416052144 | 501(C)(3) | $13,087 | $0 | HUMAN SERVICES |
| ASHLAND COUNTY | ||||||||
| 201 MAIN ST W | ASHLAND | WI | 54806 | 396005666 | GOVERNMENT, PUBLIC S | $50,000 | $0 | HUMAN SERVICES |
| ASHLAND EDUCATION FUND INC | ||||||||
| PO BOX 262 | ASHLAND | WI | 54806 | 812858640 | 501(C)(3) | $5,055 | $0 | EDUCATION |
| BAD RIVER BAND OF LAKE SUPERIOR TRIBE OF CHIPPEWA INDIANS | ||||||||
| 72682 MAPLE ST | ODANAH | WI | 548610039 | 391178897 | TRIBAL SECTION 7871 | $103,943 | $0 | COMM ECON DEV |
| BAYFIELD CARNEGIE LIBRARY | ||||||||
| PO BOX 727 | BAYFIELD | WI | 54814 | 396005395 | GOVERNMENT, PUBLIC S | $5,556 | $0 | EDUCATION |
| BAYFIELD COMMUNITY EDUCATION FOUNDATION INC | ||||||||
| PO BOX 921 | BAYFIELD | WI | 54814 | 391843162 | 501(C)(3) | $13,127 | $0 | EDUCATION |
| BAYFIELD HERITAGE ASSOCIATION INC | ||||||||
| 30 N BROAD ST | BAYFIELD | WI | 54814 | 391307338 | 501(C)(3) | $7,132 | $0 | EDUCATION |
| BOY SCOUTS OF AMERICA-VOYAGEURS AREA COUNCIL | ||||||||
| 3877 STEBNER ROAD | HERMANTOWN | MN | 558111733 | 410695583 | 501(C)(3) | $9,400 | $0 | EDUCATION |
| BOYS & GIRLS CLUBS OF THE NORTHLAND | ||||||||
| 102 S 29TH AVE W 200 | DULUTH | MN | 55816 | 410969947 | 501(C)(3) | $6,506 | $0 | HUMAN SERVICES |
| CARE PARTNERS OF COOK COUNTY | ||||||||
| PO BOX 282 | GRAND MARAIS | MN | 556040282 | 473747964 | 501(C)(3) | $25,000 | $0 | HUMAN SERVICES |
| CAST OUTDOOR ADVENTURES INC | ||||||||
| 1270 BLACK WOLF TRAIL | ELY | MN | 55731 | 872204563 | 501(C)(3) | $27,000 | $0 | HUMAN SERVICES |
| CENTER AGAINST SEXUAL & DOMESTIC ABUSE INC (CASDA) | ||||||||
| 318 21ST AVE E | SUPERIOR | WI | 54880 | 391478768 | 501(C)(3) | $10,787 | $0 | HUMAN SERVICES |
| CHILDREN'S DENTAL SERVICES | ||||||||
| 636 BROADWAY ST NE | MINNEAPOLIS | MN | 55413 | 410857929 | 501(C)(3) | $23,902 | $0 | HUMAN SERVICES |
| CHUM | ||||||||
| 102 W 2ND ST | DULUTH | MN | 55802 | 411227969 | 501(C)(3) | $256,361 | $0 | HUMAN SERVICES |
| CITY OF TOWER | ||||||||
| PO BOX 576 | TOWER | MN | 55790 | 410919210 | GOVERNMENT, PUBLIC S | $13,386 | $0 | COMM ECON DEV |
| COLLEGE OF SAINT BENEDICT | ||||||||
| 37 S COLLEGE AVE | SAINT JOSEPH | MN | 56374 | 410969244 | 501(C)(3) | $15,000 | $0 | EDUCATION |
| COLLEGE OF ST SCHOLASTICA INC | ||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | 410698301 | 501(C)(3) | $27,000 | $0 | EDUCATION |
| COMMUNITY ACTION DULUTH | ||||||||
| 2424 W 5TH ST STE 102 | DULUTH | MN | 55806 | 411410670 | 501(C)(3) | $57,000 | $0 | COMM ECON DEV |
| COMMUNITY PARTNERS - TWO HARBORS LIVING AT HOME BLOCK NURSE PROGRAM | ||||||||
| 417 SOUTH AVE | TWO HARBORS | MN | 55616 | 411963127 | 501(C)(3) | $7,400 | $0 | HUMAN SERVICES |
| CONGREGATIONS CARING FOR CREATION DBA MINNESOTA INTERFAITH POWER & LIGHT | ||||||||
| 4407 E LAKE ST | MINNEAPOLIS | MN | 55406 | 260735674 | 501(C)(3) | $100,000 | $0 | COMM ECON DEV |
| CONTENTED CRITTERS | ||||||||
| 1939 OLD HIGHWAY 1 | ELY | MN | 55731 | 411835418 | 501(C)(3) | $25,000 | $0 | ENVIRONMENT |
| CORE COMMUNITY RESOURCES INC | ||||||||
| PO BOX 1530 | BAYFIELD | WI | 548141530 | 562618057 | 501(C)(3) | $9,538 | $0 | HUMAN SERVICES |
| COVENANT ENABLING RESIDENCES OF MINNESOTA INC | ||||||||
| 322 N 60TH AVE W | DULUTH | MN | 55807 | 411879965 | 501(C)(3) | $6,913 | $0 | HUMAN SERVICES |
| DAMIANO OF DULUTH INC | ||||||||
| 206 W 4TH ST ROOM 201 | DULUTH | MN | 558061604 | 411453521 | 501(C)(3) | $57,968 | $0 | HUMAN SERVICES |
| DESTINATION DULUTH | ||||||||
| 314 W SUPERIOR ST | DULUTH | MN | 55802 | 461907687 | 501(C)(3) | $8,000 | $0 | COMM ECON DEV |
| DIVINE KONNECTIONS INC | ||||||||
| 2122 WOODLAND AVE | DULUTH | MN | 55803 | 850808588 | 501(C)(3) | $115,000 | $0 | HUMAN SERVICES |
| DULUTH AREA CHAMBER FOUNDATION | ||||||||
| 5 W 1ST ST | DULUTH | MN | 55802 | 882181306 | 501(C)(3) | $70,000 | $0 | COMM ECON DEV |
| DULUTH AREA FAMILY YMCA | ||||||||
| PO BOX 3678 | DULUTH | MN | 55803 | 410693931 | 501(C)(3) | $7,770 | $0 | EDUCATION |
| DULUTH ART INSTITUTE | ||||||||
| 130 W SUPERIOR ST | DULUTH | MN | 55802 | 410945449 | 501(C)(3) | $9,263 | $0 | ARTS |
| DULUTH CENTER FOR WOMEN AND CHILDREN | ||||||||
| 23 W CENTRAL ENTRANCE | DULUTH | MN | 55811 | 842269147 | 501(C)(3) | $49,130 | $0 | COMM ECON DEV |
| DULUTH CHILDREN'S MUSEUM INC | ||||||||
| 2125 W SUPERIOR ST | DULUTH | MN | 55806 | 410718361 | 501(C)(3) | $85,118 | $0 | EDUCATION |
| DULUTH PLAYHOUSE | ||||||||
| 211 E SUPERIOR ST | DULUTH | MN | 55802 | 410694692 | 501(C)(3) | $33,197 | $0 | ARTS |
| DULUTH PUBLIC LIBRARY | ||||||||
| 520 W SUPERIOR ST | DULUTH | MN | 55802 | 416005105 | GOVERNMENT, PUBLIC S | $5,767 | $0 | EDUCATION |
| DULUTH SALVATION ARMY | ||||||||
| 215 S 27TH AVE W | DULUTH | MN | 55806 | 362167910 | 501(C)(3) | $6,312 | $0 | HUMAN SERVICES |
| DULUTH SUPERIOR SYMPHONY ASSOCIATION | ||||||||
| 506 W MICHIGAN ST | DULUTH | MN | 55802 | 410760835 | 501(C)(3) | $10,193 | $0 | ARTS |
| ELY AREA COMMUNITY FOUNDATION | ||||||||
| 760 MINERS DR E | ELY | MN | 55731 | 061770182 | 501(C)(3) | $22,426 | $0 | COMM ECON DEV |
| FAMILY FREEDOM CENTER | ||||||||
| 310 N 1ST AVE W | DULUTH | MN | 55806 | 830943572 | 501(C)(3) | $92,500 | $0 | COMM ECON DEV |
| FATHERS RISE TOGETHER DBA FAMILY RISE TOGETHER | ||||||||
| 201 E 1ST ST 3-4 | DULUTH | MN | 55802 | 464718066 | 501(C)(3) | $25,000 | $0 | COMM ECON DEV |
| FINLAND CHILDREN IN NATURE GROUP | ||||||||
| PO BOX 579 | FINLAND | MN | 55603 | 850701040 | 501(C)(3) | $35,000 | $0 | HUMAN SERVICES |
| FIRST WITNESS CHILD ADVOCACY CENTER | ||||||||
| 1402 E 2ND ST | DULUTH | MN | 55805 | 411737291 | 501(C)(3) | $7,000 | $0 | HUMAN SERVICES |
| FOND DU LAC BAND OF LAKE SUPERIOR CHIPPEWA | ||||||||
| 1720 BIG LAKE ROAD | CLOQUET | MN | 55720 | 410965719 | TRIBAL SECTION 7871 | $5,688 | $0 | COMM ECON DEV |
| FREE WISCONSIN LLC | ||||||||
| PO BOX 412 | ASHLAND | WI | 54806 | 923161907 | 501(C)(3) | $35,000 | $0 | HUMAN SERVICES |
| FRIENDS OF THE APOSTLE ISLANDS NATIONAL LAKESHORE | ||||||||
| 86465 MEYERS OLSON RD | BAYFIELD | WI | 54814 | 200079065 | 501(C)(3) | $7,804 | $0 | EDUCATION |
| FRIENDS OF THE FINLAND COMMUNITY | ||||||||
| PO BOX 582 | FINLAND | MN | 55603 | 830494175 | 501(C)(3) | $52,000 | $0 | COMM ECON DEV |
| FRIENDS OF THE MADELINE ISLAND MUSEUM | ||||||||
| PO BOX 525 | LA POINTE | WI | 54850 | 873146938 | 501(C)(3) | $8,000 | $0 | EDUCATION |
| FRIENDS OF THE NORTH PIKES CREEK WETLANDS INC | ||||||||
| PO BOX 905 | BAYFIELD | WI | 54814 | 464067602 | 501(C)(3) | $8,000 | $0 | ENVIRONMENT |
| GARY-MORGAN PARK HOCKEY ASSOCIATION | ||||||||
| 1463 89TH AVE W | DULUTH | MN | 55808 | 815013565 | RENEWING/SPONSORED O | $9,506 | $0 | EDUCATION |
| GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES | ||||||||
| 400 2ND AVE W | WAITE PARK | MN | 56387 | 410877820 | 501(C)(3) | $38,572 | $0 | EDUCATION |
| HARBOR HOUSE CRISIS SHELTERS | ||||||||
| 1531 HUGHITT AVE | SUPERIOR | WI | 54880 | 391840533 | 501(C)(3) | $6,959 | $0 | HUMAN SERVICES |
| HARTLEY NATURE CENTER | ||||||||
| 3001 WOODLAND AVE | DULUTH | MN | 55803 | 363507636 | 501(C)(3) | $18,791 | $0 | ENVIRONMENT |
| HAWK RIDGE BIRD OBSERVATORY INC | ||||||||
| PO BOX 3006 | DULUTH | MN | 55803 | 760746366 | 501(C)(3) | $25,000 | $0 | ENVIRONMENT |
| HEAD OF THE LAKES UNITED WAY | ||||||||
| 314 W SUPERIOR ST | DULUTH | MN | 55802 | 410857077 | 501(C)(3) | $21,349 | $0 | HUMAN SERVICES |
| HEALTHY ALLIANCES MATTER FOR ALL DBA HEALTH EQUITY NORTHLAND | ||||||||
| 312 N CENTRAL AVE | DULUTH | MN | 55807 | 861658208 | 501(C)(3) | $40,000 | $0 | COMM ECON DEV |
| HERMANTOWN COMMUNITY CHURCH | ||||||||
| 4880 MAPLE GROVE RD | HERMANTOWN | MN | 55811 | 411741384 | 501(C)(3) CHURCH | $50,000 | $0 | HUMAN SERVICES |
| HUMAN DEVELOPMENT CENTER | ||||||||
| 120 WEST SECOND STREET | DULUTH | MN | 55802 | 410777937 | 501(C)(3) | $16,415 | $0 | HUMAN SERVICES |
| ISD #381 - LAKE SUPERIOR PUBLIC SCHOOLS | ||||||||
| 1640 HIGHWAY 2 | TWO HARBORS | MN | 556164017 | 416001896 | GOVERNMENT, PUBLIC S | $8,153 | $0 | EDUCATION |
| ISD #709 - DULUTH PUBLIC SCHOOLS | ||||||||
| 709 PORTIA JOHNSON DR | DULUTH | MN | 55811 | 416003776 | GOVERNMENT, PUBLIC S | $37,526 | $0 | EDUCATION |
| ISD #99 - ESKO PUBLIC SCHOOLS | ||||||||
| PO BOX 10 | ESKO | MN | 55733 | 411450888 | GOVERNMENT, PUBLIC S | $25,874 | $0 | EDUCATION |
| JUSTICE NORTH (FKA LASNEM) | ||||||||
| 230 W SUPERIOR ST | DULUTH | MN | 55802 | 410958386 | 501(C)(3) | $18,770 | $0 | HUMAN SERVICES |
| LAKE SUPERIOR BIG TOP CHAUTAUQUA | ||||||||
| PO BOX 455 | WASHBURN | WI | 54806 | 391548887 | 501(C)(3) | $15,944 | $0 | EDUCATION |
| LAKE SUPERIOR CENTER DBA GREAT LAKES AQUARIUM | ||||||||
| 353 HARBOR DRIVE | DULUTH | MN | 55802 | 411659809 | 501(C)(3) | $10,000 | $0 | ENVIRONMENT |
| LAKEVIEW CHRISTIAN ACADEMY | ||||||||
| 155 W CENTRAL ENTRANCE | DULUTH | MN | 558113450 | 411710169 | 501(C)(3) | $9,625 | $0 | EDUCATION |
| LANDMARK CONSERVANCY INC | ||||||||
| 500 E MAIN ST SUITE 307 | MENOMONIE | WI | 54751 | 391872550 | 501(C)(3) | $43,464 | $0 | ENVIRONMENT |
| LIFE HOUSE INC | ||||||||
| 102 W 1ST ST | DULUTH | MN | 55802 | 411704840 | 501(C)(3) | $40,385 | $0 | COMM ECON DEV |
| LIGHTHOUSE CENTER FOR VITAL LIVING | ||||||||
| 309 W 1ST ST | DULUTH | MN | 55802 | 410706140 | 501(C)(3) | $44,646 | $0 | HUMAN SERVICES |
| LINCOLN PARENT TEACHER ORGANIZATION | ||||||||
| 1114 E 23RD ST | HIBBING | MN | 55746 | 471762624 | 501(C)(3) | $50,000 | $0 | EDUCATION |
| LOCAL INITIATIVES SUPPORT CORPORATION (LISC) | ||||||||
| 202 W SUPERIOR ST SUITE 301 | DULUTH | MN | 55802 | 133030229 | 501(C)(3) | $50,400 | $0 | COMM ECON DEV |
| MADELINE ISLAND PUBLIC LIBRARY | ||||||||
| 1 LIBRARY ST | LA POINTE | WI | 54850 | 396005969 | GOVERNMENT, PUBLIC S | $8,667 | $0 | ARTS |
| MAJI YA CHAI LAND SANCTUARY | ||||||||
| 2792 CLARK ROAD | TWO HARBORS | MN | 55616 | 853587275 | 501(C)(3) | $60,000 | $0 | COMM ECON DEV |
| MARSHALL SCHOOL | ||||||||
| 1215 RICE LAKE ROAD | DULUTH | MN | 55811 | 410765672 | 501(C)(3) | $79,069 | $0 | EDUCATION |
| MEN AS PEACEMAKERS | ||||||||
| 123 W SUPERIOR ST | DULUTH | MN | 55802 | 411841689 | 501(C)(3) | $53,000 | $0 | EDUCATION |
| MENTOR NORTH | ||||||||
| 206 W 4TH ST | DULUTH | MN | 55806 | 825321850 | 501(C)(3) | $47,892 | $0 | HUMAN SERVICES |
| MILLER-DWAN FOUNDATION | ||||||||
| 502 E 2ND ST | DULUTH | MN | 55805 | 237396466 | 501(C)(3) | $32,700 | $0 | HUMAN SERVICES |
| MINNESOTA CENTER FOR EMPLOYEE OWNERSHIP | ||||||||
| 1420 8TH AVE N | ST CLOUD | MN | 56303 | 844160755 | 501(C)(3) | $45,500 | $0 | COMM ECON DEV |
| MINNESOTA ENVIRONMENTAL PARTNERSHIP | ||||||||
| 546 RICE ST | ST PAUL | MN | 55103 | 411986433 | 501(C)(3) | $31,000 | $0 | ENVIRONMENT |
| MINNESOTA LAND TRUST | ||||||||
| 2356 UNIVERSITY AVE W STE 240 | SAINT PAUL | MN | 55114 | 411713652 | 501(C)(3) | $30,000 | $0 | ENVIRONMENT |
| MINNESOTA MASONIC CHILDREN'S CLINIC FOR COMMUNICATION DISORDERS | ||||||||
| 24 W 2ND ST | DULUTH | MN | 558022015 | 411420162 | 501(C)(3) | $7,267 | $0 | HUMAN SERVICES |
| MINNESOTA PUBLIC RADIO | ||||||||
| THE KLING PUBLIC MEDIA CENTER | SAINT PAUL | MN | 55101 | 410953924 | 501(C)(3) | $25,000 | $0 | ENVIRONMENT |
| MIXED BLOOD THEATRE COMPANY | ||||||||
| 1501 S 4TH ST | MINNEAPOLIS | MN | 55454 | 411377499 | 501(C)(3) | $25,000 | $0 | ARTS |
| NATIVE AMERICAN EDUCATIONAL TECHNOLOGIES INC | ||||||||
| PO BOX 1500 | HAYWARD | WI | 54843 | 391970895 | 501(C)(3) | $49,250 | $0 | COMM ECON DEV |
| NATURAL RESOURCES FOUNDATION OF WISCONSIN | ||||||||
| 211 S PATERSON ST SUITE 100 | MADISON | WI | 53703 | 391572034 | 501(C)(3) | $18,000 | $0 | ENVIRONMENT |
| NATURE'S EDGE THERAPY CENTER | ||||||||
| 2523 14 3/4 AVE | RICE LAKE | WI | 54868 | 392036389 | 501(C)(3) | $6,500 | $0 | HUMAN SERVICES |
| NOATUN COMMUNITY WOODEN BOAT WORKS | ||||||||
| 315 N LAKE AVE | DULUTH | MN | 55806 | 881467207 | 501(C)(3) | $10,000 | $0 | ENVIRONMENT |
| NORTHEASTERN MINNESOTANS FOR WILDERNESS | ||||||||
| PO BOX 625 | ELY | MN | 55731 | 010743018 | 501(C)(3) | $25,000 | $0 | ENVIRONMENT |
| NORTHLAND COLLEGE | ||||||||
| 1411 ELLIS AVE | ASHLAND | WI | 54806 | 390806428 | 501(C)(3) | $16,254 | $0 | EDUCATION |
| NORTH SHORE COMMUNITY SCHOOL | ||||||||
| 5926 RYAN RD | DULUTH | MN | 55804 | 412009080 | 501(C)(3) | $17,376 | $0 | EDUCATION |
| NORTH SHORE HEALTH CARE FOUNDATION | ||||||||
| PO BOX 454 | GRAND MARAIS | MN | 55604 | 411694904 | 501(C)(3) | $7,376 | $0 | HUMAN SERVICES |
| NORTH SHORE HORIZONS INC | ||||||||
| 127 7TH ST | TWO HARBORS | MN | 55616 | 411451736 | 501(C)(3) | $8,000 | $0 | HUMAN SERVICES |
| NORTH ST LOUIS COUNTY HABITAT FOR HUMANITY | ||||||||
| PO BOX 24 | VIRGINIA | MN | 55792 | 411791050 | 501(C)(3) | $7,500 | $0 | HUMAN SERVICES |
| NORTHWEST WISCONSIN WORKFORCE INVESTMENT BOARD | ||||||||
| 301 ELLIS AVE | ASHLAND | WI | 54806 | 392021280 | 501(C)(3) | $25,591 | $0 | COMM ECON DEV |
| NORTHWOOD CHILDREN'S SERVICES | ||||||||
| 4000 W 9TH ST | DULUTH | MN | 55807 | 410706108 | 501(C)(3) | $14,184 | $0 | HUMAN SERVICES |
| NORTHWOODS WOMEN INC DBA NEW DAY ADVOCACY CENTER | ||||||||
| PO BOX 88 | ASHLAND | WI | 548060088 | 391364912 | 501(C)(3) | $79,575 | $0 | HUMAN SERVICES |
| NORTHWOOD TECHNICAL COLLEGE FOUNDATION INC | ||||||||
| 1900 COLLEGE DR | RICE LAKE | WI | 54868 | 391313438 | 501(C)(3) | $7,000 | $0 | EDUCATION |
| ONE ROOF COMMUNITY HOUSING | ||||||||
| 12 E 4TH ST | DULUTH | MN | 55805 | 411678328 | 501(C)(3) | $94,726 | $0 | HUMAN SERVICES |
| OUTFRONT MINNESOTA COMMUNITY SERVICES | ||||||||
| 2446 UNIVERSITY AVE W | SAINT PAUL | MN | 55114 | 363550489 | 501(C)(3) | $50,000 | $0 | HUMAN SERVICES |
| PILGRIM CONGREGATIONAL CHURCH | ||||||||
| 2310 E 4TH ST | DULUTH | MN | 55812 | 410704218 | 501(C)(3) CHURCH | $20,326 | $0 | HUMAN SERVICES |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DAKOTA (PPMNS) | ||||||||
| 671 VANDALIA ST | ST PAUL | MN | 55114 | 410948382 | 501(C)(3) | $70,572 | $0 | HUMAN SERVICES |
| PROCTOR SYNERGY INC | ||||||||
| 28 5TH ST | PROCTOR | MN | 55810 | 275364218 | 501(C)(3) | $8,479 | $0 | EDUCATION |
| PROJECT RENEWAL OF DAVENPORT | ||||||||
| 906 W 5TH ST | DAVENPORT | IA | 52802 | 134292017 | 501(C)(3) | $35,000 | $0 | HUMAN SERVICES |
| RAILS ENDOWMENT FOR ACADEMIC ART AND ATHLETIC DEVELOPMENT | ||||||||
| 131 9TH AVE | PROCTOR | MN | 55810 | 770672002 | 501(C)(3) | $9,177 | $0 | EDUCATION |
| RECREATION AND FITNESS RESOURCES | ||||||||
| 140 S BROAD ST 1146 | BAYFIELD | WI | 54814 | 421706601 | 501(C)(3) | $10,000 | $0 | ENVIRONMENT |
| RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA | ||||||||
| 88455 PIKE ROAD | BAYFIELD | WI | 54814 | 391178866 | TRIBAL SECTION 7871 | $12,758 | $0 | EDUCATION |
| SCHOOL DISTRICT OF BAYFIELD | ||||||||
| 300 N 4TH ST | BAYFIELD | WI | 54814 | 396000864 | GOVERNMENT, PUBLIC S | $25,200 | $0 | EDUCATION |
| SECONDHAND HOUNDS DBA THE BOND BETWEEN | ||||||||
| 5959 BAKER RD | MINNETONKA | MN | 55345 | 271296550 | 501(C)(3) | $25,000 | $0 | ENVIRONMENT |
| SECOND HARVEST NORTHERN LAKES FOOD BANK DBA SECOND HARVEST NORTHLAND | ||||||||
| 2302 COMMONWEALTH AVE | DULUTH | MN | 55808 | 363479964 | 501(C)(3) | $19,216 | $0 | HUMAN SERVICES |
| SERVEMINNESOTA | ||||||||
| 120 S 6TH ST STE 2260 | MINNEAPOLIS | MN | 55402 | 412010058 | 501(C)(3) | $25,000 | $0 | EDUCATION |
| ST LUKE'S FOUNDATION | ||||||||
| 1000 E 1ST ST SUITE 102 | DULUTH | MN | 55805 | 411448118 | 501(C)(3) | $16,321 | $0 | HUMAN SERVICES |
| SUPERIOR RIVERS WATERSHED ASSOCIATION INC | ||||||||
| PO BOX 875 | ASHLAND | WI | 54806 | 043740575 | 501(C)(3) | $10,000 | $0 | ENVIRONMENT |
| THE AUXILIA INITIATIVE INC | ||||||||
| 21 W OMAHA ST | WASHBURN | WI | 54891 | 932994862 | 501(C)(3) | $35,000 | $0 | HUMAN SERVICES |
| THE BRICK MINISTRIES INC | ||||||||
| 420 ELLIS AVE | ASHLAND | WI | 54806 | 611536545 | 501(C)(3) | $7,500 | $0 | HUMAN SERVICES |
| THE NATIONAL LOON CENTER FOUNDATION | ||||||||
| PO BOX 642 | CROSSLAKE | MN | 56442 | 821717690 | 501(C)(3) | $9,725 | $0 | ENVIRONMENT |
| TOGETHER FOR LIFE NORTHLAND INC DBA STAR OF THE NORTH MATERNITY HOME | ||||||||
| 11 E SUPERIOR ST | DULUTH | MN | 55802 | 270447207 | 501(C)(3) | $25,000 | $0 | HUMAN SERVICES |
| TOURIST CENTER SENIOR CITIZENS INC | ||||||||
| 1202 E HOWARD ST | HIBBING | MN | 55746 | 411464206 | 501(C)(3) | $28,377 | $0 | HUMAN SERVICES |
| TOWN OF LA POINTE | ||||||||
| PO BOX 270 | LA POINTE | WI | 54850 | 396005969 | GOVERNMENT, PUBLIC S | $20,829 | $0 | COMM ECON DEV |
| TWO HARBORS AREA FOOD SHELF | ||||||||
| 2124 10TH ST | TWO HARBORS | MN | 55616 | 471321541 | 501(C)(3) | $9,000 | $0 | HUMAN SERVICES |
| UDAC INC | ||||||||
| 4724 MIKE COLALILLO DR | DULUTH | MN | 55807 | 410856115 | 501(C)(3) | $5,609 | $0 | HUMAN SERVICES |
| UNION GOSPEL MISSION | ||||||||
| 219 E 1ST ST | DULUTH | MN | 55802 | 410724066 | 501(C)(3) | $8,312 | $0 | HUMAN SERVICES |
| UNITED WAY OF NORTHEASTERN MINNESOTA | ||||||||
| 608 EAST DR | CHISHOLM | MN | 55719 | 410908454 | 501(C)(3) | $17,500 | $0 | HUMAN SERVICES |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| CORPORATE ENGAGEMENT CENTER | MINNEAPOLIS | MN | 55455 | 416042488 | 501(C)(3) | $243,678 | $0 | HUMAN SERVICES |
| UNIVERSITY OF WISCONSIN - SUPERIOR | ||||||||
| PO BOX 2000 | SUPERIOR | WI | 54880 | 391805963 | GOVERNMENT, PUBLIC S | $6,911 | $0 | ARTS |
| UNIVERSITY OF WISCONSIN-SUPERIOR ALUMNI AND FRIENDS FOUNDATION INC | ||||||||
| PO BOX 2000 | SUPERIOR | WI | 54880 | 396088707 | 501(C)(3) | $31,300 | $0 | ENVIRONMENT |
| U OF MN DULUTH - EXCELLENCE FUND | ||||||||
| DEPARTMENT OF DEVELOPMENT | DULUTH | MN | 55812 | 416007513 | 501(C)(3) | $5,305 | $0 | EDUCATION |
| VOICES FOR ETHNIC AND MULTICULTURAL AWARENESS | ||||||||
| 12 W LAKE ST | CHISHOLM | MN | 55719 | 863099521 | 501(C)(3) | $7,500 | $0 | EDUCATION |
| WASHBURN HISTORICAL MUSEUM INC | ||||||||
| 1 E BAYFIELD ST | WASHBURN | WI | 54891 | 391714347 | 501(C)(3) | $6,000 | $0 | ARTS |
| WELCH CENTER INC DBA VALLEY YOUTH CENTER | ||||||||
| 720 N CENTRAL AVE | DULUTH | MN | 55807 | 410850223 | 501(C)(3) | $25,000 | $0 | COMM ECON DEV |
| WESTERN LAKE SUPERIOR HABITAT FOR HUMANITY | ||||||||
| PO BOX 3190 | DULUTH | MN | 55803 | 411631246 | 501(C)(3) | $8,053 | $0 | HUMAN SERVICES |
| WILD RIVERS HABITAT FOR HUMANITY INC | ||||||||
| 1357 N RIVER ST | SPOONER | WI | 54801 | 391863020 | 501(C)(3) | $16,500 | $0 | HUMAN SERVICES |
| YWCA OF DULUTH | ||||||||
| 32 E1ST ST 202 | DULUTH | MN | 55802 | 410696493 | 501(C)(3) | $152,539 | $0 | COMM ECON DEV |
| ZEITGEIST CENTER FOR ARTS AND COMMUNITY | ||||||||
| 222 E SUPERIOR ST | DULUTH | MN | 55802 | 206424699 | 501(C)(3) | $12,601 | $0 | ARTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 136 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 441 | RecipientCnt |
| Cash Grant | $819,906 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DULUTH SUPERIOR AREA COMMUNITY FOUNDATION (DSACF) REQUIRES ALL GRANTEES TO SIGN AND ABIDE BY A GRANT AGREEMENT THAT REQUIRES THE GRANTEE TO USE GRANT MONIES ONLY FOR THE DESIGNATED PURPOSES DESCRIBED IN THE GRANT APPLICATION, MAINTAIN THEIR BOOKS/RECORDS TO ACCOUNT FOR SEPARATELY THE GRANT FUNDS AND EXPENDITURES, PERMIT DSACF ACCESS TO THEIR FILES/RECORDS, RETURN ANY UNUSED FUNDS, AND SUBMIT THE FINAL PROJECT REPORT BY A SET DATE. THE DSACF DIRECTOR OF COMMUNITY PHILANTHROPY AND THEIR STAFF MONITORS THE GRANTEE'S COMPLETION OF THESE CRITERIA INCLUDING REPORT REVIEWS, RANDOM FIELD AND GRANTEE REQUIRED PROGRESS REPORTS AND OTHER WORK AS CONSIDERED NECESSARY TO ENSURE FULL GRANTEE COMPLIANCE WITH ALL TERMS OF THE GRANT AGREEMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAUN FLOERKE | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $154,505 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $4,922 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $1,531 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,081 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $41,794 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $210,833 | 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 | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $50,180 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,175 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY INDEPENDENT AUDITORS AS A RESULT OF THEIR AUDIT, REVIEWED BY DSACF PRESIDENT, FINANCIAL OFFICER, DSACF AUDIT COMMITTEE THEN BY FULL DSACF BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICTS POLICY AND QUESTIONNAIRE SENT OUT TO ALL BOARD OF TRUSTEES (BOT) MEMBERS AND DSACF STAFF MONITORS BOT RESPONSES ALSO IN MAY WHEN NEW BOT MEMBERS TERM BEGINS THE SAME POLICY AND QUESTIONNAIRE IS SENT OUT AND DSACF STAFF MONITORS. AT EVERY BOT AND COMMITTEE MEETING A CONFLICT OF INTEREST SHEET IS PASSED OUT TO ATTENDEES TO MARK ANY CONFLICTS BEFORE VOTING, SAID SHEETS ARE GATHERED AND CONFLICTS ENTERED INTO BOARD ACTIONS. BOARD MEMBERS WITH CONFLICTS ARE ASKED TO LEAVE THE ROOM DURING ANY DISCUSSION AND VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE RECOMMENDS THE SALARY FOR THE PRESIDENT WHO RECOMMENDS SALARY FOR ALL OTHER STAFF IN A BUDGET FOR EXECUTIVE COMMITTEE AND BOARD APPROVAL. THIS IS COMPLETED ANNUALLY AS PART OF THE OVERALL BUDGET ANALYSIS BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN PRESENTS THE BUDGET TO THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS 990 AVAILABLE TO THE PUBLIC UPON REQUEST AND ON GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND A FINANCIAL STATUS REPORT IN OUR ANNUAL REPORT IS SENT OUT TO NUMEROUS DONORS. |
| FORM 990, PART XI, LINE 9: | DISTRIBUTIONS FROM AND CHANGE IN VALUE OF ASSETS HELD BY OTHERS 195,452. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS -20,197. CHANGE IN VALUE OF AGENCY ENDOWMENT FUND -999,263. |