2024-08-23T15:15:30-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8215 GREENWAY BOULEVARD SUITE 600 MIDDLETON WI 53562 990 2022-07-01 390827885 COMMUNITY FOUNDATION OF CENTRAL WISCONSIN INC COMM 7153424454 2801 HOOVER ROAD UNIT 1B STEVENS POINT WI 54481 MARK SCHEUNEMANN TREASURER 7153424454 2024-08-23 1 1 KIMBERLY ANDERSON CPA P00188889 6086628600 2024-08-23 2022 2024-08-08 14:25:15Z JENNIFER RIGGENBACH 2801 HOOVER ROAD UNIT 1B STEVENS POINT WI 54481 13251990 0 X WWW.CFCWI.ORG X 1982 WI TO ENSURE PORTAGE AND WAUSHARA COUNTIES ARE THRIVING COMMUNITIES. 22 22 8 22 0 0 3191991 4197913 0 15878 2329680 872630 8912 -17296 5530583 5069125 1794252 1857767 0 0 283615 333104 0 0 161497 552238 692469 2630105 2883340 2900478 2185785 27967792 33449242 1654355 2985203 26313437 30464039 TO INSPIRE CHARITABLE GIVING BY CONNECTING PEOPLE AND RESOURCES TO ENHANCE CENTRAL WISCONSIN NOW AND FOR FUTURE GENERATIONS. 0 0 2458829 1857767 15878 PROVIDED SCHOLARSHIPS TO INDIVIDUALS AND GRANTS TO PROGRAMS AND PROJECTS THAT ALIGN WITH OUR MISSION AREA OF ARTS & CULTURE, EDUCATION, ENVIRONMENT, HELPING PEOPLE, AND WELLNESS. 2458829 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 12 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X JENNIFER RIGGENBACH 7153424454 2801 HOOVER ROAD UNIT 1B STEVENS POINT WI 54481 DAN KINSELLA PRESIDENT 1.00 X X 0 0 0 KATIE YOUNG PRESIDENT-ELECT 1.00 X X 0 0 0 MAX TRZEBIATOWSKI VICE PRESIDENT 1.00 X X 0 0 0 JUSTIN REGNIER TREASURER 1.00 X X 0 0 0 MARK SCHEUNEMANN SECRETARY 1.00 X X 0 0 0 MICHAEL LAUTERBACH PAST PRESIDENT 1.00 X X 0 0 0 JENNIFER KOEPPL AT LARGE 1.00 X X 0 0 0 LINDSAY BERNHAGEN DIRECTOR 0.50 X 0 0 0 MARC BICKFORD DIRECTOR 0.50 X 0 0 0 PEDER CULVER DIRECTOR 0.50 X 0 0 0 SAM DINGA DIRECTOR 0.50 X 0 0 0 KEVIN DUDA DIRECTOR 0.50 X 0 0 0 KARLI KLISMITH DIRECTOR 0.50 X 0 0 0 JIM KOZIOL DIRECTOR 0.50 X 0 0 0 MAUREEN LEWANDOWSKI DIRECTOR 0.50 X 0 0 0 NANCY MCCASKEY DIRECTOR 0.50 X 0 0 0 RACHEL PEKOWSKY DIRECTOR 0.50 X 0 0 0 DAVID RAY DIRECTOR 0.50 X 0 0 0 JEREMY SOLIN DIRECTOR 0.50 X 0 0 0 TRACEY STALTER DIRECTOR 0.50 X 0 0 0 CINDY WEBER DIRECTOR 0.50 X 0 0 0 DAVE WILLIAMS DIRECTOR 0.50 X 0 0 0 JENNY RIGGENBACH CEO 40.00 X 95672 0 2870 95672 0 2870 0 0 0 0 0 58850 4139063 229589 4197913 ADMINISTRATIVE FEE 561000 15878 15878 15878 965292 965292 8062007 8153869 800 -91862 -800 -92662 -92662 10900 58850 28196 -17296 -17296 5069125 15878 0 855334 1592121 1592121 237646 237646 28000 28000 102584 10258 30775 61551 197838 85189 63239 49410 5316 2271 1738 1307 27366 8841 8533 9992 53584 13737 26110 13737 89755 89755 9871 3948 1975 3948 18398 4600 9199 4599 3284 657 1970 657 6054 6054 COMMUNITY EXPENSES 445794 445794 GENERAL ADMINISTRATION 46887 24184 7990 14713 DUES AND FEES 6333 1583 3167 1583 12509 12509 2883340 2458829 263014 161497 1069977 1190090 200000 139680 33530 26227 5913 7303 26807770 31821045 84132 91124 27967792 33449242 32118 31133 168789 145109 1453448 2808961 1654355 2985203 X 613506 633718 25699931 29830321 26313437 30464039 27967792 33449242 X 2185785 1968267 -3450 X 0 1 X 1 0 X 1621340 1362784 3507618 3191991 4197913 13881646 1621340 1362784 3507618 3191991 4197913 13881646 2822907 11058739 696254 643951 612422 1869151 965292 4787070 17300 17107 15496 15260 26778 91941 18760657 0.58950 0.61710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 1676963 70867 5025460 1 1 22126206 1193374 2441554 1729333 24031801 25679736 2021652 -3918893 1656289 22126206 18693357 2204571 5779549 997741 25679736 18384206 775583 430332 896764 18693357 18247520 627346 592560 1083220 18384206 0.00000 0.40638 0.59362 0 0 33530 26227 7303 7303 FUNDS HELD FOR OTHERS 2808961 2808961 6994775 1968267 18142 28996 2015405 4979370 89755 89755 5069125 2844173 18142 32446 50588 2793585 89755 89755 2883340 PART V, LINE 4: THE ENDOWMENTS WERE ESTABLISHED TO SUPPORT A VARIETY OF SCHOLARSHIPS AND OTHER PHILANTHROPIC CAUSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON FORM 990, PART V111, LINE 8B 28,196. PROPERTY DISPOSAL 800. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES REPORTED ON FORM 990, PART V111, LINE 8B 28,196. PROPERTY DISPOSAL 800. RETURNED GRANTS 3,450. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GRANTS FOR SUSTAINABLE FOOD PROJECTS 28000 0 0 0 0 0 0 28000 0 28000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, TO SUPPORT PROJECTS TO IMPROVE THE SUSTAINABLE FOOD SECURITY IN ETHIOPIA 28000 WIRE TRANSFER 0 1 0 0 0 0 0 0 PART I, LINE 2: AN EXPENDITURE RESPONSIBILITY AGREEMENT IS SIGNED BY THE FUND ADVISOR THAT STATES THEY AGREE TO THE TERMS AND CONDITIONS RELATED TO THE GRANTS. SINCE IMPLEMENTING THE EXPENDITURE RESPONSIBILITY, EACH INTERNATIONAL GRANT HAS A SIGNED AGREEMENT AND FOLLOW UP IS DONE WITH THE FUND REP FOR FOLLOW UP INFORMATION THAT THE WORK THAT IS DONE WITH THE GRANT BASED ON THE ORIGINAL INTENTIONS. PART III ACCOUNTING METHOD: ANNUAL APPRECIATION EVENT 69750 58850 10900 28196 69750 58850 10900 28196 28196 -17296 1 AGING & DISABILITY RESOURCE CENTER (ADRC) 1519 WATER ST STEVENS POINT WI 54481 391286261 501(C)(3) 5493 0 FOR GENERAL SUPPORT ALDO LEOPOLD AUDUBON SOCIETY PO BOX 928 STEVENS POINT WI 54482 391392416 501(C)(3) 10090 0 FOR THE ANNUAL ALLOCATION TO THE ALDO LEOPOLD SOCIETY ASPIRUS STEVENS POINT HOSPITAL FOUNDATION 900 ILLINOIS AVE STEVENS POINT WI 54481 391657410 501(C)(3) 8515 0 TO SUPPORT ISSUES FACING WOMEN IN PORTAGE COUNTY BIG BROTHERS BIG SISTERS OF CENTRAL WISCONSIN INC 2801 HOOVER ROAD STEVENS POINT WI 54481 237311362 501(C)(3) 7000 0 FOR GENERAL SUPPORT BOYS & GIRLS CLUB OF PORTAGE COUNTY INC 941 MICHIGAN AVENUE STEVENS POINT WI 54481 731630506 501(C)(3) 18550 0 CLUB CREATE AND ROSHOLT EXTENSION CAP SERVICES INC 2900 HOOVER RD SUITE A STEVENS POINT WI 54481 391080897 501(C)(3) 28200 0 MENTAL HEALTH NAVIGATION AND STAFFING SUPPORT FOR SUICIDE PREVENTION COALITION CENTRAL RIVERS FARMSHED 1220 BRIGGS CT STEVENS POINT WI 54481 680651333 501(C)(3) 10750 0 OPERATIONAL SUPPORT CENTRAL WI CHILDREN'S MUSEUM 1100 MAIN ST SUITE 100 STEVENS POINT WI 54481 391809569 501(C)(3) 10115 0 MUSEUMS FOR ALL CENTRAL WISCONSIN SYMPHONY ORCHESTRA 800 MAIN ST STEVENS POINT WI 54481 396061610 501(C)(3) 5108 0 DOROTHY VETTER MEMORIAL EDUCATION CONCERTS FEATURING LINK UP CURRICULUM CITY OF STEVENS POINT 1515 STRONGS AVE STEVENS POINT WI 54481 GOVERNMENT 298943 0 PLOVER RIVER CROSSING PROJECT, GOERKE PARK COMMITMENT, PURCHASE OF LAND AND ZENOFF PARK PLEDGE COMMUNITY CHILD CARE CENTER INC 1508 TEXAS AVENUE STEVENS POINT WI 54481 396109694 501(C)(3) 6700 0 COMMUNITY CHILD CARE CENTER FIRE ALARM SYSTEM CREATE PORTAGE COUNTY 1039B ELLIS ST STEVENS POINT WI 54481 201960836 501(C)(3) 9580 0 GENERAL OPERATIONS EVERGREEN COMMUNITY INITIATIVES 1948 CHURCH ST STEVENS POINT WI 54481 274975447 501(C)(3) 8000 0 STEVENS POINT WARMING CENTER FRIENDS OF THE FOLDS OF HONOR FOUNDATION 24 FIRTH ROAD IVERNESS IL 60067 455382465 501(C)(3) 15000 0 FOR GENERAL SUPPORT HUMANE SOCIETY OF PORTAGE COUNTY 3200 IBER LANE PLOVER WI 54467 391189598 501(C)(3) 10347 0 FOR GENERAL SUPPORT JASON SIMCAKOSKI FOUNDATION INC 2702 COUNTY ROAD PP STEVENS POINT WI 54481 824874128 501(C)(3) 6000 0 VETERANS ACUTE RELIEF PROGRAM (VARP) JEREMIAH'S CROSSING PO BOX 126 BABCOCK WI 54413 204108406 501(C)(3) 10000 0 FOR GENERAL SUPPORT MARSHFIELD AREA COMMUNITY FOUNDATION 211 E SECOND STREET SUITE 2 MARSHFIELD WI 54449 473441083 501(C)(3) 20000 0 FOR THE MARSHFIELD AREA ATHLETIC FACILITIES MEALS ON WHEELS INC 2801 HOOVER ROAD STEVENS POINT WI 54481 391364268 501(C)(3) 18550 0 GENERAL SUPPORT MID-STATE TECHNICAL COLLEGE - WIS RAPIDS CAMPUS 500 32ND STREET NORTH WISCONSIN RAPIDS WI 54494 391089584 501(C)(3) 51750 0 MID-STATE ADVANCED MANUFACTURING, ENGINEERING TECHNOLOGY AND APPRENTICESHIP (AMETA) CENTER MIDWEST RENEWABLE ENERGY ASSOCIATION (MREA) 7558 DEER RD CUSTER WI 54423 391666119 501(C)(3) 7800 0 THE GOLDEN HOUR OF CLEAN ENERGY - THE 32ND ANNUAL ENERGY FAIR NONPROFIT LEADERSHIP AND EDUCATIONAL FUND 2801 HOOVER ROAD STEVENS POINT WI 54481 390807885 501(C)(3) 7100 0 FOR THE NONPROFIT LEADERSHIP COURSE FROM THE BUDGET SURPLUS. SEE SUPPORTING MINUTES FOR APPROVAL OPERATION BOOTSTRAP 5000 HEFFRON ST STEVENS POINT WI 54481 391421932 501(C)(3) 24920 0 JOB ASSISTANCE FOR LOW INCOME WORKERS OPPORTUNITY DEVELOPMENT CENTERS INC 1191 HUNTINGTON AVENUE WISCONSIN RAPIDS WI 54494 391044318 501(C)(3) 8101 0 BETTER TOGETHER - ODC PACELLI CATHOLIC SCHOOLS 1301 MARIA DR STEVENS POINT WI 54481 390914996 501(C)(3) 21900 0 ATHLETICS SUPPORT PLOVER RIVER CROSSING TRAIL PROJECT FUND 2801 HOOVER ROAD STEVENS POINT WI 54481 390827885 501(C)(3) 8220 0 FOR EDUCATIONAL INTERPRETIVE SIGNS PORTAGE COUNTY HISTORICAL SOCIETY PO BOX 672 STEVENS POINT WI 54481 391266236 501(C)(3) 31270 0 GENERAL SUPPORT PORTAGE COUNTY LEGAL AID SOCIETY INC 5366 GOLLA ROAD STEVENS POINT WI 54482 391785895 501(C)(3) 13420 0 PROVIDING LEGAL SERVICES TO THE FINANCIALLY INSECURE PORTAGE COUNTY LITERACY COUNCIL INC 1209 FREMONT ST STEVENS POINT WI 54481 391594748 501(C)(3) 8476 0 FOR GENERAL SUPPORT PORTAGE COUNTY PUBLIC LIBRARY 1001 MAIN STREET STEVENS POINT WI 54481 391415180 501(C)(3) 13431 0 TO SUPPORT THE NEEDS OF THE PORTAGE COUNTY PUBLIC LIBRARY PORTAGE COUNTY PUBLIC LIBRARY FOUNDATION INC 1001 MAIN ST STEVENS POINT WI 54481 391415180 501(C)(3) 40750 0 AS THE AGENCY FUND DISTRIBUTION PORTAGE COUNTY PUBLIC LIBRARY FOUNDATION INC FUND 2801 HOOVER ROAD STEVENS POINT WI 54481 391415180 501(C)(3) 97287 0 FOR GENERAL SUPPORT PORTAGE COUNTY PUBLIC LIBRARY FOUNDERS FUND 2801 HOOVER ROAD STEVENS POINT WI 54481 391415180 501(C)(3) 160060 0 FOR GENERAL SUPPORT RECOVERY RESOURCES LIVING IN SOBRIETY INC 205 W HIGHLAND AVE STE 509 MILWAUKEE WI 53203 871119998 501(C)(3) 6000 0 SOBER LIVING HOUSES IN PORTAGE COUNTY SCHMEECKLE RESERVE 2419 NORTH POINT DRIVE STEVENS POINT WI 54481 464511784 501(C)(3) 5700 0 FOR THE WORK ON THE TRAIL KIOSK SISTERS OF ST JOSEPH TOSF 2801 HOOVER ROAD UNIT 1F STEVENS POINT WI 54481 350873343 501(C)(3) 13058 0 THE CONTINUED MISSION OF SSJ-TOSF SLEEP IN HEAVENLY PEACE E4355 E GATE DR WAUPACA WI 54981 464346568 501(C)(3) 10000 0 FOR GENERAL SUPPORT STEVENS POINT AREA PUBLIC SCHOOL DISTRICT 1900 POLK ST STEVENS POINT WI 54481 396004667 501(C)(3) 8163 0 22-23 EDUCATION ENRICHMENT FUND GRANT RECIPIENTS STEVENS POINT AREA YMCA FOUNDATION 1000 DIVISION ST STEVENS POINT WI 54481 237428559 501(C)(3) 6902 0 FOR THE FY2023 WOMEN'S FUND OF PORTAGE COUNTY ALLOCATION STEVENS POINT CURLING CLUB PO BOX 824 STEVENS POINT WI 54481 396031154 501(C)(3) 25000 0 FOR GENERAL SUPPORT THE SALVATION ARMY OF STEVENS POINT 1600 BRIGGS ST STEVENS POINT WI 54481 362167910 501(C)(3) 20300 0 EMERGENCY ASSISTANCE THE WOMEN'S FUND OF PORTAGE COUNTY - ACTIVITY FUND 2801 HOOVER ROAD STEVENS POINT WI 54481 390827885 501(C)(3) 15827 0 SUPPORT DIRECTOR ROLE UNITED WAY OF PORTAGE COUNTY 2801 HOOVER RD STEVENS POINT WI 54481 390831152 501(C)(3) 18420 0 ANNUAL SUPPORT PLEDGE UWSP FOUNDATION INC 2100 MAIN STREET SUITE 134 STEVENS POINT WI 54481 396098038 501(C)(3) 13500 0 ENDOWMENT AND SCHOLARSHIPS WAUSHARA COUNTY FOOD PANTRY 220A OAKRIDGE COURT WAUTOMA WI 54982 391502732 501(C)(3) 12500 0 MAINTAINING HUNGER RELIEF SERVICES IN WAUSHARA COUNTY WAUSHARA PREVENTION COUNCIL INC PO BOX 1230 WAUTOMA WI 54982 391708530 501(C)(3) 6300 0 BACKPACK FOOD PROGRAM WESLEY FOUNDATION 600 N WILSHIRE BLVD STEVENS POINT WI 54481 396081166 501(C)(3) 9000 0 FOR CAMPUS MINISTRIES 58 0 SCHOLARSHIPS 211 237646 PART I, LINE 2: SCHOLARSHIPS HAVE GPA AND ENROLLMENT REQUIREMENTS. ENTITIES RECEIVING GRANTS ARE REQUIRED TO PROVIDE GRANT REPORTS WITHIN 12 MONTHS DESCRIBING PROGRESS ACHIEVING PURPOSES OF THE GRANT AND PROVIDING DETAILED ACCOUNTING OF THE USE OF FUNDS. RECIPIENTS MUST SIGN AN EXPENDITURE RESPONSIBILITY AGREEMENT THAT COMMITS TO USE FUNDS FOR THE DESIGNATED PURPOSE, NOTIFY THE FOUNDATION OF ANY CHANGE IN STATUS, MAINTAIN ADEQUATE RECORDS, AND RETURN ANY UNUSED GRANTS. X 4 229589 FMV PER NYSE/NASDAQ 0 0 0 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS BEING REPORTED. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL SEND OUT BY E-MAIL A DRAFT OF FORM 990 TO EACH BOARD MEMBER FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CEO SHALL DISTRIBUTE, NOT LESS THAN ONCE EACH YEAR, A QUESTIONNAIRE CONCERNING SUCH ORGANIZATIONS WITH WHICH EACH SUCH PERSON OR HIS OR HER SPOUSE MAY BE AFFILIATED. THIS QUESTIONNAIRE WILL BE DISTRIBUTED TO ALL MEMBERS OF THE FOUNDATION BOARD AND ALL STAFF PERSONNEL. THE CEO SHALL BE RESPONSIBLE ON THE BASIS OF SUCH QUESTIONNAIRE AS WELL AS IN THE REGULAR PROCESS OF STAFF REVIEW OF APPLICATIONS AND POTENTIAL GRANT RECIPIENTS, FOR IDENTIFYING ANY SUCH AFFILIATION TO THE FOUNDATION BOARD AND TO THE STAFF AT ANY TIME THAT ANY SUCH ORGANIZATION IS CONSIDERED FOR A POSSIBLE GRANT OR EVALUATED IN CONNECTION WITH A GRANT PREVIOUSLY MADE. IT IS ALSO THE RESPONSIBILITY OF EACH BOARD MEMBER, COMMITTEE MEMBER AND FOUNDATION EMPLOYEE TO INFORM THE EXECUTIVE DIRECTOR OR CHAIR OF THE FOUNDATION OR COMMITTEE OF ANY CONFLICTING ROLES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE CEO COMPENSATION IS DETERMINED BY FIRST HAVING THE CEO COMPLETE A SELF-EVALUATION FORM. THE ADMINISTRATIVE COMMITTEE WILL MEET AND COMPLETE AN EVALUATION ON THE CEO. THEN THE ADMINISTRATIVE COMMITTEE WILL MEET WITH THE CEO AND REVIEW THE CEO'S SELF-EVALUATION AND REVIEW THE COMMITTEE'S EVALUATION FORMS. THE CHAIR OF THE COMMITTEE WILL REPORT THE RESULTS TO THE FULL BOARD OR THE EXECUTIVE COMMITTEE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE THESE DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: RETURNED GRANTS -3,450. CFCP PROPERTY LLC 2801 HOOVER ROAD UNIT 1B STEVENS POINT WI 54481 HOLDS PROPERTY UNTIL IS SOLD AND THE PROCEEDS ARE GIVEN TO THE ORGANIZATION WI 0 0 COMMUNITY FOUNDATION OF CENTRAL WISCONSIN INC