Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Myra M and Robert L Vandehey Foundation Ltd
EIN 39-1649245 • 501(c)3 • Appleton, WI
Profile
Grants are made to nonprofit organizations that serve residents in thefox cities or keshena areas.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
No value available
Liabilities / Revenue
34th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Balance Sheet
Assets
Down$0
Down $3,781,209 (-100%) from 2020
Liabilities
Down$0
Down $48,442 (-100%) from 2020
Net Assets
Down$0
Down $3,732,767 (-100%) from 2020
Revenue
Up$315,971
Up $324,515 (+3798%) from 2020
Expenses
Up$4,781,412
Up $4,539,095 (+1873%) from 2020
Net Income
Down-$4,465,441
Down $4,214,580 (-1680%) from 2020
Trend Graphs
Filings
Most recent year
2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $315,971
- Expenses
- $4,781,412
- Net income
- -$4,465,441
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Feb 18, 2022
- Return Version
- 2020v4.2
- Gross Receipts
- $990,708
Mission and Program Overview
Mission
Grants are made to nonprofit organizations that serve residents in thefox cities or keshena areas.
Provide grants to qualified charitable organizations as determined by the board of directors.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $2,554,856 | $0 | ▼ $2,554,856 |
| Investments in Publicly Traded Securities | $1,226,353 | $0 | ▼ $1,226,353 |
| Cash and Non-Interest-Bearing Accounts | - | $0 | - |
| Savings and Temporary Cash Investments | - | $0 | - |
| 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 Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $3,781,209 | $0 | ▼ $3,781,209 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Grants Payable | $48,442 | $0 | ▼ $48,442 |
| Total Liabilities | $48,442 | $0 | ▼ $48,442 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $3,732,767 | $0 | ▼ $3,732,767 |
| Total Net Assets Fund Balance | $3,732,767 | $0 | ▼ $3,732,767 |
| Total Liabilities and Net Assets / Fund Balance | $3,781,209 | $0 | ▼ $3,781,209 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Robert Sigman | President and Director |
| Patricia Meier | Vice President/director |
| Jennifer Meier | Director |
| Mary Harp-jirschele | Director |
| Ruthellyn Musil | Director |
| Paul Meier | Secretary and Director |
| Gerry Henseler | Treasurer and Director |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $0
- Investment Income
- $315,971
- Other Revenue
- $0
- Change in Net Assets
- $-4,465,441
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $4,734,478 |
| Other Expenses | $46,934 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $4,734,478 | - | - | $4,734,478 |
| Fees for Services Management | $13,501 | $13,501 | - | $27,002 |
| Fees for Service Investment Mgmnt Fees | - | $15,119 | - | $15,119 |
| Fees for Services Accounting | - | $4,135 | - | $4,135 |
| Office Expenses | $407 | $271 | - | $678 |
| Total Functional Expenses | $4,748,386 | $33,026 | $0 | $4,781,412 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Community Foundation for the Fox Valley Region Inc | Appleton, WI | 501(c)3 | Philanthoropy | $60,000 |
| St Mary Catholic Schools | Neenah, WI | 501(c)3 | Education | $50,500 |
| WOMEN'S FUND FOR THE FOX VALLEY REGION | Appleton, WI | 501(c)3 | Philanthropy | $50,000 |
| Boys & Girls Clubs of the Fox Valley | Appleton, WI | 501(c)3 | Children and Youth Services | $39,000 |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | Neenah, WI | 501(c)3 | CHILDREN'S MEDICINE | $25,000 |
| Tri-county Community Dental Clinic | Appleton, WI | 501(c)3 | Ambulatory and Primary Health | $25,000 |
| St Mary Parish-appleton | Appleton, WI | 501(c)3 | Christianity | $20,000 |
| Ronald Mcdonald House Charities of Eastern Wiscosin | Wauwatosa, WI | 501(c)3 | Housing Support | $12,500 |
| Community Clothes Closet | Menasha, WI | 501(c)3 | Scholarships and Community Financial Aid | $10,000 |
| Leaven Inc | Menasha, WI | 501(c)3 | Support Nec | $10,000 |
| Menominee Indian School District | Keshena, WI | Government | Scholarships and Community Financial Aid | $10,000 |
| St Joseph Food Program | Menasha, WI | 501(c)3 | Food Programs | $10,000 |
| Youth Go | Neenah, WI | 501(c)3 | Children and Youth Services | $10,000 |
| Blessings in a Backpack | Hartland, WI | 501(c)3 | Human Services Organization | $7,500 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $0
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- Yes
- Foreign partnership interest
- Yes
- Interest in foreign trust
- No
- Passive foreign investment company interest
- Yes
- Transfers to foreign corporations
- No
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America and the Caribbean | Investments | - | 0 | 0 | - |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| 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 Item | Beginning | End | Change |
|---|---|---|---|
| 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
- 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
- No
- 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, Section A, Line 2
“Jennifer, patricia and paul meier have a family relationship.”
Form 990, Part VI, Section A, Line 7A
“The board of directors consist of two classes: public directors and private directors. The number of public directors shall at all times be at least one more than the number of private directors. The public directors are appointed by the board of directors of the community foundation for the fox valley region, inc. Or its successors. The community foundation is the supported organization of the myra m. And robert l. Vandehey foundation, ltd. Patricia meier, her designee, or a successor designee, has the right to appoint the private directors.”
Form 990, Part VI, Section A, Line 8B
“The organization did not have any committees with authority to act on behalf of the governing body.”
Form 990, Part VI, Section B, Line 11B
“The foundation's form 990 is prepared by the cpa firm completing the annual audit of the community foundation for the fox valley region, inc. The cfo for the community foundation for the fox valley region, inc. Reviews it for reasonableness. The board of directors will approve the form 990 for filing at a meeting or via email poll between november and february of each year. The board president or another officer signs the form.”
Form 990, Part VI, Section B, Line 12C
“On an annual basis, the directors of the foundation are required to complete a conflict of interest statement describing their relationships and their family relationships with other entities doing business with the foundation and all related organizations. When the board considers a grant for approval, a director shall be deemed to have abstained as to that portion of the grant request which affects any entity noted on that director's conflict of interest statement.”
Form 990, Part VI, Section B, Line 15
“The organization does not compensate a ceo, executive director, top management official, officer or key employee.”
Form 990, Part VI, Section C, Line 19
“Requests for the following documents can be sent to: executive assistant community foundation for the fox valley region, inc. 4455 w. Lawrence st. Appleton, wi 54914 -application for recognition of exemption under section 501(c)(3)(form 1023) -irs determination letter -articles and by-laws -conflict of interest policy the community foundation for the fox valley region inc. (supported organization) publishes its consolidated audited financial statements, annual report, and competitive grant guidelines, which includes the myra m. And robert l. Vandehey foundation, ltd., on its website at www.cffoxvalley.org.”
Filing and Contact Details
Filer
- Filer Name
- Myra M and Robert L Vandehey
- EIN
- 39-1649245
- Phone
- 9208301290
- Address
- 4455 W LAWRENCE ST, APPLETON, WI 54914
Signing Officer
- Name
- Robert Sigman
- Title
- President
- Phone
- 9208301290
- Signed
- 2022-02-18
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Robert Sigman
- Formed
- 1989
- Legal Domicile
- Wi
- Voting Board Members
- 0
- Independent Board Members
- 0
- Employees
- 0
- Volunteers
- 7
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 200 EAST WASHINGTON STREET PO BOX, 1739, APPLETON, WI 54912
- Preparer
- Michael Vandenhogen
- Phone
- 9207318111
Supplemental Narrative
Additional Explanations
Form 990, Part III, Line 3
“The organization dissolved in june 2021 and paid out its final grants.”
Raw XML AppendixShowing 400 of 663 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/PYTotalRevenueAmt | 0 | -8544 |
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| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC |
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| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | CENTRAL AMERICA AND THE CARIBBEAN |
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| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 0 | THE ORGANIZATION FOLLOWS THE ACCRUAL METHOD OF ACCOUNTING AND ITS INVESTMENTS ARE RECORDED AT FAIR MARKET VALUE. MYRA M. AND ROBERT L. VANDEHEY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. THE REPORTED AMOUNT OF INVESTMENTS REPRESENTS MYRA M. AND ROBERT L. VANDEHEY FOUNDATION'S ALLOCATED PERCENTAGE OF THE INVESTMENTS THAT ARE LEGALLY OWNED BY THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION, INC. |
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| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART III ACCOUNTING METHOD: |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 10000 |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 20000 |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 10000 |
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| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 12 | 50000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 13 | 10000 |
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| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | GOVERNMENT |
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| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(C)3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501(C)3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | 501(C)3 |
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| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | CHILDREN'S MEDICINE |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | SCHOLARSHIPS AND COMMUNITY FINANCIAL AID |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | SCHOLARSHIPS AND COMMUNITY FINANCIAL AID |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | EDUCATION |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | CHRISTIANITY |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | AMBULATORY AND PRIMARY HEALTH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | SUPPORT NEC |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | HUMAN SERVICES ORGANIZATION |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | PHILANTHOROPY |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 10 | HOUSING SUPPORT |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 11 | FOOD PROGRAMS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 12 | PHILANTHROPY |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 13 | CHILDREN AND YOUTH SERVICES |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | BOYS & GIRLS CLUBS OF THE FOX VALLEY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | COMMUNITY CLOTHES CLOSET |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | MENOMINEE INDIAN SCHOOL DISTRICT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | ST MARY CATHOLIC SCHOOLS |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | ST MARY PARISH-APPLETON |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | TRI-COUNTY COMMUNITY DENTAL CLINIC |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 7 | LEAVEN INC |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 8 | BLESSINGS IN A BACKPACK |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 9 | COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 10 | RONALD MCDONALD HOUSE CHARITIES OF EASTERN WISCOSIN |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 11 | ST JOSEPH FOOD PROGRAM |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 12 | WOMEN'S FUND FOR THE FOX VALLEY REGION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 13 | YOUTH GO |
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| IRS990ScheduleI/RecipientTable/RecipientEIN | 7 | 391572168 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 8 | 261964620 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 9 | 391548450 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 10 | 391433107 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 11 | 391822486 |
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| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 333 N COMMERCIAL ST STE 400 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 1465B OPPORTUNITY WAY |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | PO BOX 1330 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 1050 ZEPHYR DR |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 5 | 312 S STATE ST |
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| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 7 | 1475 OPPORTUNITY WAY |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 8 | PO BOX 373 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 9 | 4455 W LAWRENCE ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 10 | 8948 W WATERTOWN PLANK RD |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 11 | 1465-A OPPORTUNITY WAY |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 12 | 4455 W LAWRENCE ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 13 | 213 NICOLET BLVD |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | APPLETON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | NEENAH |
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| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | KESHENA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | NEENAH |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 5 | APPLETON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 6 | APPLETON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 7 | MENASHA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 8 | HARTLAND |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 9 | APPLETON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 10 | WAUWATOSA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 11 | MENASHA |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 12 | APPLETON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 13 | NEENAH |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 4 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 5 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 6 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 7 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 8 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 9 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 10 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 11 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 12 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 13 | WI |
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