2026-02-24T15:16:05-06:00 2025-06-30 200794302 MBE CPAS LLP 100 WILBURN RD STE 103 PO BOX 190 SUN PRAIRIE WI 53590 990 2024-07-01 396220899 FORT ATKINSON COMMUNITY FOUNDATION FORT 9205633210 244 NORTH MAIN STREET FORT ATKINSON WI 53538 LISA CARAS CHAIRMAN 9205633210 2026-01-15 1 0 DOUG GROSS CPA P00921928 6088372584 2026-01-15 2024 2025-03-06 01:10:19Z LISA CARAS N1655 POEPPEL LANE FORT ATKINSON WI 53538 2882547 0 X WWW.FORTFOUNDATION.ORG X 1973 WI TO PROVIDE FOR THE CHARITABLE NEEDS OF THE FORT ATKINSON METROPOLITAN AREA 5 5 2 0 0 0 1253377 1840333 0 0 847515 1042214 0 0 2100892 2882547 785146 5101676 0 0 115208 96938 0 0 0 242977 266624 1143331 5465238 957561 -2582691 39692452 41905451 1060182 2919527 38632270 38985924 TO RECEIVE DONATIONS FOR EDUCATIONAL, CULTURAL, CHARITABLE, OR BENEVOLENT PURPOSES AND USE THEM TO BENEFIT OUR RESIDENTS AND ENHANCE THE QUALITY OF LIFE IN THE FORT ATKINSON AREA 0 0 5101676 5101676 THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND EQUIPMENT, BUT NOT OPERATING EXPENSES. 5101676 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 WI X BONNIE GEYER 9205633210 244 NORTH MAIN STREET FORT ATKINSON WI 53538 SALLY KOEHLER PAST CHAIRMAN 3.00 X X 0 0 0 LISA CARAS CHAIRMAN 3.00 X X 0 0 0 JAMES SCHULENBURG VICE CHAIRMAN 3.00 X X 0 0 0 BONNIE GEYER TREASURER 3.00 X X 0 0 0 ROBERT CASSIDAY SECRETARY 3.00 X X 0 0 0 WHITNEY TOWNSEND DIRECTOR 3.00 X X 0 0 0 0 0 0 1 0 0 0 0 1840333 1840333 1042214 1042214 2882547 1042214 0 0 4673141 4673141 428535 428535 83529 83529 102 102 5129 5129 1388 1388 6790 6790 11449 11449 484 484 6915 6915 3000 3000 2153 2153 TRUSTEES FEES 215951 215951 SOFTWARE FEES 22648 22648 MEMBERSHIPS 2204 2204 WEBSITE COSTS 1028 1028 792 792 5465238 5101676 363562 0 3140161 1489379 30000 6000 36519291 40406705 3000 3367 39692452 41905451 1057182 2916160 3000 3367 1060182 2919527 X 5747637 5929207 32884633 33056717 38632270 38985924 39692452 41905451 -2582691 2936344 0 X X 0 1 X 1 0 X 1805524 1650201 331877 1253377 1840333 6881312 1805524 1650201 331877 1253377 1840333 6881312 6881312 550066 568685 748502 847516 1042214 3756983 10638295 0.64680 0.62150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77 601977 2842699 37267676 1 1 0 OPERATING LEASE LIABILITY 3367 3367 X 5602941 2936344 2936344 2666597 215951 215951 2882548 5249287 0 5249287 215951 215951 5465238 PART X, LINE 2: THE FOUNDATION HAS EVALUATED FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. BOTH FEDERAL AND STATE TAX RETURNS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS THROUGH THEIR RESPECTIVE STATUTES OF LIMITATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRUSTEE FEES PART XII, LINE 4B - OTHER ADJUSTMENTS: TRUSTEE FEES PART XI, LINE 4B - OTHER ADJUSTMENTS NET INVESTMENT EXPENSES OF 215,951 PART XII, LINE 4B - OTHER ADJUSTMENTS NET INVESTMENT EXPENSES OF 170,087 1 CITY OF FORT ATKINSON 244 N MAIN ST FORT ATKINSON WI 53538 396005451 501(C)(3) 132000 0 VARIOUS CITY IMPROVEMENT PROJECTS BADGERLAND AFTER SCHOOL ENRICHMENT PROGRAM 1233 JANESVILLE AVENUE FORT ATKINSON WI 53538 391645796 501(C)(3) 2333200 0 VARIOUS PROGRAMS ROCK RIVER HERITAGE 211 S WATER ST E FORT ATKINSON WI 53538 453576912 501(C)(3) 58110 0 VARIOUS PROGRAMS ROCK RIVER COMMUNITY CLINIC 520 HANDEYSIDE LN STE 4 FORT ATKINSON WI 53538 205297560 501(C)(3) 50000 0 VARIOUS PROGRAMS HOMELESS COALITION OF FORT ATKINSON PO BOX 785 FORT ATKINSON WI 53538 842611677 501(C)(3) 100500 0 VARIOUS PROGRAMS HABITAT FOR HUMANITY OF WAUKESHA COUNTY 2020 SPRINGDALE RD WAUKESHA WI 53186 391642114 501(C)(3) 132000 0 VARIOUS PROGRAMS COMMUNITY ACTION COALITION OF SOUTH CENTRAL WISCONSIN 4101 EAST TOWNE BOULEVARD MADISON WI 53704 391053827 501(C)(3) 10000 0 VARIOUS PROGRAMS FORT ATKINSON BEAUTIFICATION COUNCIL 110 RADLOFF STREET FORT ATKINSON WI 53538 237014745 501(C)(3) 9500 0 VARIOUS PROGRAMS EVERGREEN CEMETERY 1105 N MAIN ST FORT ATKINSON WI 53538 390268700 501(C)(3) 6540 0 VARIOUS PROGRAMS FRIENDS OF PBS WISONSIN 821 UNIVERSITY AVENUE MADISON WI 53706 237300462 501(C)(3) 10000 0 VARIOUS PROGRAMS SCHOLARSHIPS - DETAIL TO BE PROVIDED UPON REQUEST 142 428535 FORM 990, PART VI, SECTION A, LINE 7A THERE ARE FIVE DIRECTORS OF THIS FOUNDATION, EACH SERVES FOR A FIVE-YEAR TERM. THEY ARE ALL STAGGERED TERMS, SO ONLY ONE NEW DIRECTOR IS APPOINTED EACH YEAR. EACH DIRECTOR IS APPOINTED BY A DIFFERENT FACET OF THE FORT ATKINSON COMMUNITY, AND IS NOT A REPRESENTATIVE OF THE ORGANIZATION THAT APPOINTS THE DIRECTOR. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO OTHER COMMITTEE THAT ACTS ON BEHALF OF THE GOVERNING BODY FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE INDEPENDENT AUDITOR AND REVIEWED BY THE AUDIT COMMITTEE, THEN SIGNED BY THE BOARD CHAIRMAN FORM 990, PART VI, SECTION B, LINE 12C A MEMBER OF THE BOARD CONDUCTS AN ANNUAL CONFLICT OF INTEREST REVIEW AND REPORTS THE RESULTS TO THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S BUSINESS OFFICE. IN ADDITION, AN AD IS PUBLISHED ANNUALLY IN THE LOCAL NEWSPAPER DIRECTING PEOPLE TO OUR ANNUAL IMPACT REPORT ON OUR WEBSITE WHICH INCLUDES A FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 2C: NO CHANGE IN PROCESS FROM PRIOR YEAR