Civic Intelligence

Myra M and Robert L Vandehey Foundation Ltd

990 • Fiscal year 2014 • EIN 39-1649245

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 24, 2014

4455 W Lawrence StAppleton, WI 54914

(920) 830-1290

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.03x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

68th percentile

8.9%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

30%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,640,338

Up $379,634 (+8.9%) from 2013

Net Assets

Up

$4,626,545

Up $422,667 (+10%) from 2013

Liabilities

Down

$13,793

Down $43,033 (-76%) from 2013

Revenue

Up

$462,592

Up $108,079 (+30%) from 2013

Expenses

Down

$248,631

Down $37,415 (-13%) from 2013

Net Income

Up

$213,961

Up $145,494 (+213%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,431,376Liabilities 2011: $80,772Net Assets 2011: $4,350,6042011Assets 2012: $4,124,479Liabilities 2012: $104,918Net Assets 2012: $4,019,5612012Assets 2013: $4,260,704Liabilities 2013: $56,826Net Assets 2013: $4,203,8782013Assets 2014: $4,640,338Liabilities 2014: $13,793Net Assets 2014: $4,626,5452014Assets 2015: $4,436,099Liabilities 2015: $14,596Net Assets 2015: $4,421,5032015Assets 2016: $3,945,275Liabilities 2016: $17,210Net Assets 2016: $3,928,0652016Assets 2017: $4,203,189Liabilities 2017: $20,000Net Assets 2017: $4,183,1892017Assets 2018: $4,213,700Liabilities 2018: $0Net Assets 2018: $4,213,7002018Assets 2019: $4,031,458Liabilities 2019: $0Net Assets 2019: $4,031,4582019Assets 2020: $3,781,209Liabilities 2020: $48,442Net Assets 2020: $3,732,7672020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2014

Assets$4,640,338
Liabilities$13,793
Net Assets$4,626,545

Operations Trend

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

$5.0M$0-$5.0MExpenses 2011: $333,3402011Expenses 2012: $333,8352012Revenue 2013: $354,513Expenses 2013: $286,046Net Income 2013: $68,4672013Revenue 2014: $462,592Expenses 2014: $248,631Net Income 2014: $213,9612014Revenue 2015: $386,252Expenses 2015: $291,725Net Income 2015: $94,5272015Revenue 2016: $110,221Expenses 2016: $308,606Net Income 2016: -$198,3852016Revenue 2017: $106,128Expenses 2017: $291,943Net Income 2017: -$185,8152017Revenue 2018: $231,478Expenses 2018: $320,809Net Income 2018: -$89,3312018Revenue 2019: $140,355Expenses 2019: $286,548Net Income 2019: -$146,1932019Revenue 2020: -$8,544Expenses 2020: $242,317Net Income 2020: -$250,8612020Revenue 2021: $315,971Expenses 2021: $4,781,412Net Income 2021: -$4,465,4412021

Highlighted filing

2014

Revenue$462,592
Expenses$248,631
Net Income$213,961
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 24, 2014
Return Version
2013v3.0
Gross Receipts
$3,115,051
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
LineBeginningEndChange
Assets
Investments Other Securities$3,722,413$3,964,403▲ $241,990
Land, Buildings, and Equipment, Net$367,000$373,665▲ $6,665
Investments in Publicly Traded Securities$171,050$302,122▲ $131,072
Savings and Temporary Cash Investments$241$148▼ $93
Total Assets$4,260,704$4,640,338▲ $379,634
Liabilities
Grants Payable$46,565$0▼ $46,565
Other Liabilities$10,261$13,793▲ $3,532
Total Liabilities$56,826$13,793▼ $43,033
Net Assets / Fund Balance
Unrestricted Net Assets$4,203,878$4,626,545▲ $422,667
Total Net Assets Fund Balance$4,203,878$4,626,545▲ $422,667
Total Liabilities and Net Assets / Fund Balance$4,260,704$4,640,338▲ $379,634

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$309,241--
Land$64,424--
Other Securities$99,493--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Larry KathPresident and Director
Patricia MeierVice President/director
Jennifer MeierDirector
Paul MeierDirector
Ruthellyn MusilDirector
Robert SigmanSecretary and Director
Gerry HenselerTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$418,392
Other Revenue
$44,200
Change in Net Assets
$213,961
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$177,600
Other Expenses$71,031
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$177,600--$177,600
Fees for Service Investment Mgmnt Fees-$38,099-$38,099
Fees for Services Management$13,251$13,251-$26,502
Fees for Services Accounting-$3,550-$3,550
Insurance-$2,199-$2,199
Fees for Services Legal-$346-$346
Other Expenses$167$168-$335
Total Functional Expenses$191,018$57,613$0$248,631
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
39-1225709-501(c)3Youth Development$30,000
39-1656963-501(c)3Education$30,000
47-0862462-501(c)3Human Services$25,000
39-1248910-GovernmentEducation$20,000
39-1870927-501(c)3Human Services$15,000
45-2048197-501(c)3Human Services$13,000
39-1441770-501(c)3Human Services$10,000
39-1137233-501(c)3Youth Development$8,000
45-0530019-501(c)3Crisis Intervention$7,500

International Summary

Offices
0
Employees
0
Spending
$713,094

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

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean -Investments-00$713,094
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Real Estate Tax Payable$9,993
Security Deposit Payable$3,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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 B, Line 11

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 vice president - finance and administration 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

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 and annual report which includes the myra m. And robert l. Vandehey foundation, ltd., on its website at www.cffoxvalley.org.

Filing and Contact Details

Filer

EIN
39-1649245
Phone
9208301290

Signing Officer

Name
Larry Kath
Title
President
Phone
9208301290
Signed
2014-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Kath
Formed
1989
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Mike Vanden Hogen
Phone
9207318111
Raw XML AppendixShowing 400 of 586 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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IRS990ScheduleD/OtherSecuritiesGrp/Desc2HEDGE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc3REAL ASSETS
IRS990ScheduleD/OtherSecuritiesGrp/Desc4PRIVATE EQUITY
IRS990ScheduleD/OtherSecuritiesGrp/Desc5REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0373665
IRS990ScheduleD/TotalBookValueSecuritiesAmt03964403
IRS990ScheduleD/TotalLiabilityAmt013793
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt0713094
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA AND THE CARIBBEAN -
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt0713094
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0COLUMN F INCLUDES $705,716 OF BOOK VALUE OF INVESTMENTS AND $7,378 OF INVESTMENT MANAGER FEES, WHICH ARE INCLUDED AS A PART OF THE CURRENT YEAR INVESTMENT RETURNS ON THE CENTRAL AMERICA AND THE CARIBBEAN REGION INVESTMENTS. 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 AND FEES 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.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt0713094
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt330000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt58000
IRS990ScheduleI/RecipientTable/CashGrantAmt67500
IRS990ScheduleI/RecipientTable/CashGrantAmt710000
IRS990ScheduleI/RecipientTable/CashGrantAmt813000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOVERNMENT
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0YOUTH DEVELOPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5YOUTH DEVELOPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CRISIS INTERVENTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8HUMAN SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10BOYS AND GIRLS CLUBS OF THE FOX VALLEY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11HARBOR HOUSE DOMESTIC ABUSE PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12MISD-MENOMINEE INDIAN SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13TCCES-TWIN CITY CATHOLIC EDUCATIONAL SYSTEM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine14TRI-COUNTY COMMUNITY DENTAL CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine15YOUTH GO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine16CHAPS ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine17CHRISTINE ANN DOMESTIC ABUSE SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine18WATERTOWN AREA CARES CLINIC
IRS990ScheduleI/RecipientTable/RecipientEIN0391225709
IRS990ScheduleI/RecipientTable/RecipientEIN1391870927
IRS990ScheduleI/RecipientTable/RecipientEIN2391248910
IRS990ScheduleI/RecipientTable/RecipientEIN3391656963
IRS990ScheduleI/RecipientTable/RecipientEIN4470862462
IRS990ScheduleI/RecipientTable/RecipientEIN5391137233
IRS990ScheduleI/RecipientTable/RecipientEIN6450530019
IRS990ScheduleI/RecipientTable/RecipientEIN7391441770
IRS990ScheduleI/RecipientTable/RecipientEIN8452048197
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10160 SOUTH BADGER AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine11720 WEST FIFTH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine12PO BOX 1330
IRS990ScheduleI/RecipientTable/USAddress/AddressLine131050 ZEPHYR DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine149 TRI-PARK WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine15213 NICOLET BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine16N5367 MAYFLOWER ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine17PO BOX 99
IRS990ScheduleI/RecipientTable/USAddress/AddressLine18415 SOUTH 8TH STREET
IRS990ScheduleI/RecipientTable/USAddress/City0APPLETON
IRS990ScheduleI/RecipientTable/USAddress/City1APPLETON
IRS990ScheduleI/RecipientTable/USAddress/City2KESHENA
IRS990ScheduleI/RecipientTable/USAddress/City3NEENAH
IRS990ScheduleI/RecipientTable/USAddress/City4APPLETON
IRS990ScheduleI/RecipientTable/USAddress/City5NEENAH
IRS990ScheduleI/RecipientTable/USAddress/City6SHIOCTON
IRS990ScheduleI/RecipientTable/USAddress/City7NEENAH
IRS990ScheduleI/RecipientTable/USAddress/City8WATERTOWN
IRS990ScheduleI/RecipientTable/USAddress/State0WI
IRS990ScheduleI/RecipientTable/USAddress/State1WI
IRS990ScheduleI/RecipientTable/USAddress/State2WI
IRS990ScheduleI/RecipientTable/USAddress/State3WI
IRS990ScheduleI/RecipientTable/USAddress/State4WI
IRS990ScheduleI/RecipientTable/USAddress/State5WI
IRS990ScheduleI/RecipientTable/USAddress/State6WI
IRS990ScheduleI/RecipientTable/USAddress/State7WI
IRS990ScheduleI/RecipientTable/USAddress/State8WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode054914
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode154914
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode2541351330
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode354956
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode454914
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode554956
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode654170
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode754957
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode853094
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MANY OF THE COMPETITIVE GRANTS AWARDED BY THE FOUNDATION REQUIRE A PROGRESS REPORT DURING THE GRANT PERIOD AND/OR A FINAL REPORT AT THE END OF THE GRANT PERIOD. PROGRESS REPORTS ARE GENERALLY EXPECTED FOR MULTI-YEAR COMMITMENTS AS A WAY TO ASSESS THE WORK UNDERTAKEN TOWARD ACHIEVING ORIGINAL OBJECTIVES. THE FINAL REPORT PROCESS HAS THREE PRIMARY OBJECTIVES: ASSESSMENT OF WHAT'S BEEN LEARNED, IMPACT OF SUPPORT ON THE CORE MISSION, AND DEMONSTRATION OF ACCOUNTABILITY. WHEN REVIEWING A GRANT APPLICATION FROM AN ORGANIZATION THAT HAS RECEIVED PRIOR FUNDING, GRANTS COMMITTEE MEMBERS AND FOUNDATION STAFF OFTEN CONSIDER THE CONTENT OF PRIOR REPORTS. THE FOUNDATION WILL NOT CONSIDER APPLICATIONS FROM ORGANIZATIONS THAT HAVE OVERDUE REPORTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt09
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JENNIFER, PATRICIA AND PAUL MEIER HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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 VICE PRESIDENT - FINANCE AND ADMINISTRATION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ON 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICER OR KEY EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REQUESTS 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 AND ANNUAL REPORT WHICH INCLUDES THE MYRA M. AND ROBERT L. VANDEHEY FOUNDATION, LTD., ON ITS WEBSITE AT WWW.CFFOXVALLEY.ORG.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.32$4.78$4.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.05$3.73$0.01$0.24$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.03$0.00$4.03$0.14$0.29$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.21$0.23$0.32$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.02$4.18$0.11$0.29$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.02$3.93$0.11$0.31$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.01$4.42$0.39$0.29$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.63$0.46$0.25$0.21
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.06$4.20$0.35$0.29$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.12$0.10$4.02$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.08$4.35$0.33