2024-11-14T19:36:00-05:00 2023-12-31 611855451 Reliance Accounting & Tax Services 2100 S Kensington Dr STE 3 Appleton WI 54915 990 2023-01-01 200839777 Community Benefit Tree Inc COMM W1734 Ken Dale Dr Kaukauna WI 54130 Lisa Dolajeck President 9204221919 2024-11-14 true true Lindsay Sorenson P02045547 9205942635 2024-11-14 X 2023 2024-10-15 13:58:12Z 525499 false X www.communitybenefittree.org X 2004 WI To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events. 6 6 4 100 0 0 346532 264341 224460 260921 175 237 37744 0 608911 525499 92014 164150 0 119724 167937 3750 19500 135185 224649 264790 440137 616377 168774 -90878 305257 214664 0 305257 214664 To assist individuals and their families within the community during their medical crisis through education, support, resources, and financial assistance through personalized fundraising events. false false 408068 164150 260921 Facilitate fundraising events planned by family and friends of inidividuals going through a medical crisis and provided supportive services in to families facing medical debt including financial, emotional and community suport as well as directing them to community services that might benefit them. 408068 true true false false false false false false false false true false false false false false false false false false false false false true true false false false true false false false false false false false false false false false false false false false false false false true 4 0 true 4 true false false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true false false WI X Lindsay Sorenson 9204221919 W1734 Ken Dale Dr Kaukauna WI 54130 X Lindsay Sorenson Board member 1.00 0.00 X 0 0 0 Jess Locy Board Member 1.00 0.00 X 0 0 0 TJ Hemauer Board Member 1.00 0.00 X 0 0 0 Joe Ackerman Board Member 1.00 0.00 X 0 0 0 Will Woolman Treasurer 2.00 0.00 X X 0 0 0 Lisa Dolajeck President 2.00 0.00 X X 0 0 0 Scott Lamers Vice President 2.00 0.00 X X 0 0 0 Don Herrmann Secretary 2.00 0.00 X X 0 0 0 0 0 0 0 false false false 120812 276 143253 264341 Program Services 900099 260921 260921 260921 237 237 120812 525499 260921 0 237 164150 164150 148362 111272 22254 14836 6051 4539 907 605 13524 10143 2029 1352 536 536 1800 1800 19500 19500 15420 1890 13530 8575 6431 2144 35559 26669 8890 3697 2773 924 53235 39926 13309 12 12 238 81 157 5818 2909 2909 Events and Event Supplies 98874 98874 Program Fees 24390 24390 Volunteer Expenses 5980 5980 Presale Raffle Expenses 3350 3350 7306 3565 3723 18 616377 408068 73124 135185 13802 24157 263175 162186 24224 24224 16147 13650 2456 2497 1600 1600 305257 214664 0 0 X 71915 47507 233342 167157 305257 214664 305257 214664 -90878 285 0 X false false false X 123759 104723 95380 514598 467518 1305978 127753 172887 118254 33594 24450 476938 52076 39243 41745 35060 33294 201418 303588 316853 255379 583252 525262 1984334 1984334 201 224 121 175 237 958 201 224 121 175 237 958 303789 317077 255500 583427 525499 1985292 0.99950 0.99930 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8290 5916 2374 7857 7734 123 2497 Undeposited Funds 1600 1600 X X X true Moore Fundraising Solutions 224 S Christine St Appleton WI 54915 Grant writing and annual appeal false 86530 15000 71530 86530 15000 71530 WI Wolf Golf Ou 35378 35378 4020 506 4881 Med Golf Out 34378 34378 193 10300 2915 3 50302 50302 483 300 4198 120058 120058 676 14320 806 11994 27796 92262 true Assistance to Individuals for medical and living expenses 18 164150 cash value Monitoring procedures (Part I, line 2) Families in need apply for assistance and go through an onboarding process where the organization looks at their finances, outstanding medical debt, and financial needs for daily living. They help put together a plan and raise funds for the family. Sometimes families are given gift cards for basic necessities like food or fuel, other times the organization writes a check out directly to a creditor such as a doctors office or utility company to pay the bill on the familys behalf. The organization stays in contact with the family and continues receiving updates on the progress of their medical debt and budget to monitor that the funds are being used as intended. Form 990 governing body review Part VI line 11 A draft copy of the Form 990 was provided to the Executive Director to be distributed to members of the board of directors for their review. Conflict of interest policy compliance Part VI line 12c Conflict of interest issue is revisited on a periodic basis and any conflicts are required to be disclosed to the board of directors on a timely basis. CEO executive director top management comp Part VI line 15a The board reviewed data obtained from the United Way regarding average pay of executive directors in the area and determined the executive directors salary to be based on funds that are anticipated to be available based on the organizations budget. The salary approved to be paid was less than the average of the salaries noted in the research. Governing documents etc available to public Part VI line 19 These documents are available for inspection at the organizations business office or by mail upon the payment of reasonable duplication and postage costs.