Civic Intelligence

Morris Community Foundation DBA Community Foundation of Grundy County

990 • Fiscal year 2019 • EIN 36-4299824

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profilewww.cfgrundycounty.com
520 W Illinois AvenueMorris, IL 60450

(815) 941-0852

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

97th percentile

82%

Higher net margin than 97% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

20th percentile

$91,863

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

93rd percentile

45%

Faster asset growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

92nd percentile

66%

Faster revenue growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$12,680,210

Up $3,932,876 (+45%) from 2018

Net Assets

Up

$12,680,210

Up $3,932,876 (+45%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$3,452,441

Up $1,370,416 (+66%) from 2018

Expenses

Up

$637,500

Up $1,701 (+0.3%) from 2018

Net Income

Up

$2,814,941

Up $1,368,715 (+95%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $4,607,208Liabilities 2010: $0Net Assets 2010: $4,607,2082010Assets 2011: $4,908,146Liabilities 2011: $0Net Assets 2011: $4,908,1462011Assets 2012: $5,633,464Liabilities 2012: $420Net Assets 2012: $5,633,0442012Assets 2013: $6,111,272Liabilities 2013: $0Net Assets 2013: $6,111,2722013Assets 2014: $6,168,747Liabilities 2014: $0Net Assets 2014: $6,168,7472014Assets 2015: $5,912,403Liabilities 2015: $0Net Assets 2015: $5,912,4032015Assets 2016: $6,783,072Liabilities 2016: $0Net Assets 2016: $6,783,0722016Assets 2017: $8,098,628Liabilities 2017: $0Net Assets 2017: $8,098,6282017Assets 2018: $8,747,334Liabilities 2018: $0Net Assets 2018: $8,747,3342018Assets 2019: $12,680,210Liabilities 2019: $0Net Assets 2019: $12,680,2102019Assets 2020: $13,297,222Liabilities 2020: $14,427Net Assets 2020: $13,282,7952020Assets 2021: $14,205,286Liabilities 2021: $6,438Net Assets 2021: $14,198,8482021Assets 2022: $15,145,745Liabilities 2022: $998Net Assets 2022: $15,144,7472022Assets 2023: $16,449,586Liabilities 2023: $4,154Net Assets 2023: $16,445,4322023Assets 2024: $22,042,937Liabilities 2024: $2,812,497Net Assets 2024: $19,230,4402024

Highlighted filing

2019

Assets$12,680,210
Liabilities$0
Net Assets$12,680,210
Open 2019 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $436,8732010Expenses 2011: $447,5262011Expenses 2012: $376,6612012Revenue 2013: $445,368Expenses 2013: $514,640Net Income 2013: -$69,2722013Revenue 2014: $649,846Expenses 2014: $682,181Net Income 2014: -$32,3352014Revenue 2015: $729,067Expenses 2015: $688,155Net Income 2015: $40,9122015Revenue 2016: $1,162,686Expenses 2016: $543,651Net Income 2016: $619,0352016Revenue 2017: $1,310,643Expenses 2017: $709,663Net Income 2017: $600,9802017Revenue 2018: $2,082,025Expenses 2018: $635,799Net Income 2018: $1,446,2262018Revenue 2019: $3,452,441Expenses 2019: $637,500Net Income 2019: $2,814,9412019Revenue 2020: $542,556Expenses 2020: $767,974Net Income 2020: -$225,4182020Revenue 2021: $608,278Expenses 2021: $771,733Net Income 2021: -$163,4552021Revenue 2022: $4,007,746Expenses 2022: $971,383Net Income 2022: $3,036,3632022Revenue 2023: $1,332,882Expenses 2023: $1,372,849Net Income 2023: -$39,9672023Revenue 2024: $5,417,133Expenses 2024: $1,584,753Net Income 2024: $3,832,3802024

Highlighted filing

2019

Revenue$3,452,441
Expenses$637,500
Net Income$2,814,941
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.0
Gross Receipts
$3,469,007
Mission and Program Overview

Mission

Provide a vision for grundy county and the surrounding area in order to preserve and enhance our quality of life. The foundation will do this by:-providing "leadership" to identify imporant needs, concerns, and opportunities;-using our "grantmaking" to respond to those needs and affect change;-"partnering" with local not-for-profit organizations to strengthen their abilities to serve our citizens; and-partnering with donors to "receive and manage funds" that will support the community for generations to come.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,398,537$10,303,774▲ $1,905,237
Land, Buildings, and Equipment, Net$205,061$1,789,228▲ $1,584,167
Cash and Non-Interest-Bearing Accounts$141,182$587,134▲ $445,952
Savings and Temporary Cash Investments$54$74▲ $20
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$8,747,334$12,680,210▲ $3,932,876
Other Assets Total$2,500$0▼ $2,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,747,334$12,680,210▲ $3,932,876
Total Net Assets Fund Balance$8,747,334$12,680,210▲ $3,932,876
Total Liabilities and Net Assets / Fund Balance$8,747,334$12,680,210▲ $3,932,876

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,555,000-$1,555,000
Buildings$231,256$23,607$254,863
Equipment$2,425$28,524$30,949
Leasehold Improvements$547$3,549$4,096

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$7,219,730$2,563,682▲ $1,265,995$156,784$10,670,137
2018$6,929,601$1,155,709▼ $376,006$129,935$7,219,730
2017$5,702,557$670,739▲ $740,813$132,000$6,929,601
2016$4,872,477$751,267▲ $285,881-$5,702,557
2015$5,238,071$4,035▼ $174,395-$4,872,477
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Julianne BuckExecutive DirectorFT$91,863$91,863

Board Members and Trustees

NameTitle
Jay FillmanPresident
Ben JohnstonVice President
Charles GibbsTrustee
Cindy ChristensenTrustee
Jim KingTrustee
Kevin CallahanTrustee
Michael FarrellTrustee
Michael MattinglyTrustee
Nancy BjellandTrustee
Pat NeffTrustee
Richard SeftonTrustee
Ruth CheshareckTrustee
Ryan HansenTrustee
Stephen KezerleTrustee
Cathy MacchiettoSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$3,080,952
Program Service Revenue
$0
Investment Income
$321,229
Other Revenue
$50,260
All Other Contributions
$3,080,952
Change in Net Assets
$2,814,941

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$1,555,000Appraisal
Securities Publicly Traded1$50,611Fair Market Value (FMV)
Real Estate Commercial1$39,000Appraisal
Total Noncash Contributions3$1,644,611-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,411,136
Revenue Not Reported on Financial Statements
$41,305
Revenue Not Reported on Form 990
$1,159,240
Total Revenue per Audited Statements
$4,570,376
Total Revenue per Form 990
$3,452,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$370,727
Salaries, Compensation, and Employee Benefits$175,513
Other Expenses$91,260
Total Fundraising Expense$13,072
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$370,727--$370,727
Current Officers, Directors, Trustees, and Key Employees$27,559$59,711$4,593$91,863
Other Salaries and Wages$39,775$25,195-$64,970
Conferences and Meetings$6,776$11,295$4,518$22,589
Payroll Taxes$5,151$6,495$351$11,997
Depreciation Depletion$4,916$4,917-$9,833
Advertising$2,392$3,987$1,595$7,974
Occupancy$3,693$3,693-$7,386
Pension Plan Contributions$2,005$4,344$334$6,683
Fees for Services Accounting-$5,860-$5,860
All Other Expenses-$4,639-$4,639
Travel$834$2,920$418$4,172
Other Expenses$2,009$2,010$1,263$4,019
Office Expenses-$3,093-$3,093
Fees for Services Other-$3,060-$3,060
Insurance$1,229$1,230-$2,459
Fees for Services Legal-$215-$215
Total Functional Expenses$467,066$157,362$13,072$637,500

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$637,500
Total Expenses per Audited Statements$637,500
Total Expenses per Form 990$637,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Minooka Community High SchoolChannahon, ILLocal government-$20,000
We Care of GCMorris, IL501 (c) (3)-$15,000
First Presbyterian ChurchMorris, IL501 (c) (3)-$10,000
Kendal at HanoverHanover, NH501 (c) (3)-$10,000
Our Lady of the GulfGulf Shores, AL501 (c) (3)-$10,000
Morris Public LibraryMorris, ILLocal government-$5,660
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Foundation's audit report and Form 990 are reviewed by the Audit Committee of the Bourd of Directors, before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Each year after the Foundation's annual meeting, at which the Board of Directors elects and re-elects members, conflict of interest disclosure statements are distributed and signed by Board members. The statements are then kept on file in the Foundation's office.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Before the Executive Director's annual review, the Executive Committee of the Board meets to review the salaries of comparable CEO's in the area, as well as to review an annual CEO compensation survey produced by the Council on Foundations. These reviews are used as guidance to determine the salary for the Executive Director for the coming year.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“In 2014, the Council on Foundations confirmed that the Morris Community Foundation has met the requirements for the Council's national standards and has permission to use the phrase "confirmed in compliance with the Council on Foundation's National Standards" in its marketing materials. In order to be confirmed as "in compliance" the Morris Community Foundation adopted, implemented, and proved existence of a variety of policies, procedures, documents, and actions to assure that the Foundation operates in a transparent, public, charitable, and impartial manner.Documents, policies, procedures, and proof of actions that were submitted to the Council on Foundations for national standards compliance include, but are not limited to:-Bylaws-Articles of Incorporation-Public policy on availability of 990, audit, and other documents-Nomination process for Board of Directors-Governing Board affiliations and diversity-Mission statement-Annual budget, Form 990, audit report, and annual report-Conflict of interest policy, Board signature sheets, and disclosure-Corporate minutes-Policies *Investment Policy *Conflict of Interest Policy, including disclosure forms and Board signatures *Gift Acceptance Policy *Confidentiality Policy *Due Diligence Policy-Investment performance review-CEO job description and performance review-Marketing materials-Disclosure documents-Sample fund agreements, including sample Donor-Advised Funds agreements-Gift Acknowledgement procedure and sample letter-Policy to assure that donor intent is met-Evidence of fund statements-List of funds-Grant guidelines and proof of dissemination-List of recent grants-Proof of donor education-Proof of donor participation-List of community issues and actions undertaken by the Foundation”

Filing and Contact Details

Filer

Filer Name
Morris Community Foundation DBA
EIN
36-4299824
Phone
8159410852
Address
520 W Illinois Avenue, Morris, IL 60450

Signing Officer

Name
Jay Fillman
Title
President
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Fillman
Formed
1999
Legal Domicile
Il
Voting Board Members
15
Independent Board Members
15
Employees
3

Preparer

Firm
Striegel Knobloch & Company LLC CPAs
Address
115 W Jefferson Suite 200, Bloomington, IL 61701-3946
Preparer
Benjamin J Smith
Phone
3098294303
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Investment fees netted with revenue = -$41305”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Board-Designated Legacy Endowment is intended to fund future operations of the Foundation. The Community Works Endowment is inteded to fund future programs by providing grants for projects that impact early childhood care & education, workforce development, and land use & protection in Grundy County. Remaining Endowment funds were set up by donors to benefit specific agencies and organizations in future years.”

Part X : FIN48 Footnote

“Management has analyzed the tax positions taken by the Foundation and has concluded that as of December 31, 2019, there are no uncertain positions taken or expected to be taken that would require disclosure in the financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Tax years prior to 2016 are closed.”

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IRS990/Form990PartVIISectionAGrp/PersonNm4Michael Farrell
IRS990/Form990PartVIISectionAGrp/PersonNm5Jay Fillman
IRS990/Form990PartVIISectionAGrp/PersonNm6Ryan Hansen
IRS990/Form990PartVIISectionAGrp/PersonNm7Ben Johnston
IRS990/Form990PartVIISectionAGrp/PersonNm8Stephen Kezerle
IRS990/Form990PartVIISectionAGrp/PersonNm9Cathy Macchietto
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael Mattingly
IRS990/Form990PartVIISectionAGrp/PersonNm11Pat Neff
IRS990/Form990PartVIISectionAGrp/PersonNm12Charles Gibbs
IRS990/Form990PartVIISectionAGrp/PersonNm13Jim King
IRS990/Form990PartVIISectionAGrp/PersonNm14Richard Sefton
IRS990/Form990PartVIISectionAGrp/PersonNm15Ruth Cheshareck
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/InsuranceGrp/TotalAmt02459
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Provide a vision for Grundy County and the surrounding area in order to preserve and enhance our quality of life. The Foundation will do this by:-Providing "Leadership" to identify imporant needs, concerns, and opportunities;-Using our "Grantmaking" to respond to those needs and affect change;-"Partnering" with local not-for-profit organizations to strengthen their abilities to serve our citizens; and-Partnering with donors to "receive and manage funds" that will support the community for generations to come.
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IRS990/NetAssetsOrFundBalancesEOYAmt012680210
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt049869
IRS990/NetUnrlzdGainsLossesInvstAmt01159240
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IRS990/OccupancyGrp/ProgramServicesAmt03693
IRS990/OccupancyGrp/TotalAmt07386
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03093
IRS990/OfficeExpensesGrp/TotalAmt03093
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc1Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Telephone / internet
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15559
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32010
IRS990/OtherExpensesGrp/ProgramServicesAmt02009
IRS990/OtherExpensesGrp/TotalAmt06317
IRS990/OtherExpensesGrp/TotalAmt15559
IRS990/OtherExpensesGrp/TotalAmt24085
IRS990/OtherExpensesGrp/TotalAmt34019
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt039775
IRS990/OtherSalariesAndWagesGrp/TotalAmt064970
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PayrollTaxesGrp/ProgramServicesAmt05151
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0334
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04344
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02005
IRS990/PensionPlanContributionsGrp/TotalAmt06683
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jay Fillman
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Community works programs: services to the community, including community leadership programs for issues of concern to our citizens. During 2019, the Foundation invested in at least 10 community works programs in the Grundy County area.
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02740
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02300

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,680,210
Liabilities
$0
Net assets
$12,680,210
Revenue
$3,452,441
Expenses
$637,500
Net income
$2,814,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.0$2.81$19.2$5.42$1.58$3.83
2023Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$1.33$1.37$0.04
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$4.01$0.97$3.04
2021Detailed filing. Detailed filing data is available for this year.$14.2$0.01$14.2$0.61$0.77$0.16
2020Detailed filing. Detailed filing data is available for this year.$13.3$0.01$13.3$0.54$0.77$0.23
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$3.45$0.64$2.81
2018Detailed filing. Detailed filing data is available for this year.$8.75$0.00$8.75$2.08$0.64$1.45
2017Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.31$0.71$0.60
2016Detailed filing. Detailed filing data is available for this year.$6.78$0.00$6.78$1.16$0.54$0.62
2015Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.73$0.69$0.04
2014Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.65$0.68$0.03
2013Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.45$0.51$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.63$0.00$5.63$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.00$4.91$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.61$0.00$4.61$0.44