Civic Intelligence

Incourage Community Foundation Inc.

990 • Fiscal year 2014 • EIN 39-1772651

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 30, 2015

478 E Grand AvenueWisconsin Rapids, WI 54494

(715) 423-3863

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.05x

Higher debt load relative to assets than 23% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.40x

Higher debt load relative to revenue than 55% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

66th percentile

9.5%

Higher net margin than 66% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$215,446

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

24th percentile

-1.3%

Faster asset growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-26%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Assets

Down

$33,135,781

Down $441,883 (-1.3%) from 2013

Net Assets

Down

$31,371,358

Down $580,251 (-1.8%) from 2013

Liabilities

Up

$1,764,423

Up $138,368 (+8.5%) from 2013

Revenue

Down

$4,439,149

Down $1,586,971 (-26%) from 2013

Expenses

Up

$4,015,338

Up $939,536 (+31%) from 2013

Net Income

Down

$423,811

Down $2,526,507 (-86%) from 2013

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $26,310,210Liabilities 2011: $1,071,174Net Assets 2011: $25,239,0362011Assets 2012: $27,508,371Liabilities 2012: $1,484,414Net Assets 2012: $26,023,9572012Assets 2013: $33,577,664Liabilities 2013: $1,626,055Net Assets 2013: $31,951,6092013Assets 2014: $33,135,781Liabilities 2014: $1,764,423Net Assets 2014: $31,371,3582014Assets 2015: $29,795,877Liabilities 2015: $1,817,689Net Assets 2015: $27,978,1882015Assets 2016: $28,573,590Liabilities 2016: $1,576,786Net Assets 2016: $26,996,8042016Assets 2017: $28,129,944Liabilities 2017: $1,635,279Net Assets 2017: $26,494,6652017Assets 2018: $23,831,075Liabilities 2018: $1,369,499Net Assets 2018: $22,461,5762018Assets 2019: $25,774,200Liabilities 2019: $1,503,765Net Assets 2019: $24,270,4352019Assets 2020: $27,846,613Liabilities 2020: $1,709,353Net Assets 2020: $26,137,2602020Assets 2021: $33,841,237Liabilities 2021: $1,900,944Net Assets 2021: $31,940,2932021Assets 2022: $28,763,253Liabilities 2022: $1,641,534Net Assets 2022: $27,121,7192022Assets 2023: $32,177,866Liabilities 2023: $1,636,246Net Assets 2023: $30,541,6202023Assets 2024: $35,404,811Liabilities 2024: $1,786,105Net Assets 2024: $33,618,7062024

Highlighted filing

2014

Assets$33,135,781
Liabilities$1,764,423
Net Assets$31,371,358

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,756,353Expenses 2011: $3,928,471Net Income 2011: -$1,172,1182011Revenue 2012: $1,881,251Expenses 2012: $2,939,983Net Income 2012: -$1,058,7322012Revenue 2013: $6,026,120Expenses 2013: $3,075,802Net Income 2013: $2,950,3182013Revenue 2014: $4,439,149Expenses 2014: $4,015,338Net Income 2014: $423,8112014Revenue 2015: $2,957,976Expenses 2015: $4,637,704Net Income 2015: -$1,679,7282015Revenue 2016: $2,349,207Expenses 2016: $4,087,324Net Income 2016: -$1,738,1172016Revenue 2017: $6,514,739Expenses 2017: $5,988,400Net Income 2017: $526,3392017Revenue 2018: $1,877,091Expenses 2018: $3,027,758Net Income 2018: -$1,150,6672018Revenue 2019: $2,248,485Expenses 2019: $2,969,992Net Income 2019: -$721,5072019Revenue 2020: $1,103,846Expenses 2020: $1,404,523Net Income 2020: -$300,6772020Revenue 2021: $5,708,935Expenses 2021: $1,482,090Net Income 2021: $4,226,8452021Revenue 2022: $1,371,965Expenses 2022: $1,411,159Net Income 2022: -$39,1942022Revenue 2023: $2,072,551Expenses 2023: $1,538,451Net Income 2023: $534,1002023Revenue 2024: $2,988,089Expenses 2024: $1,499,956Net Income 2024: $1,488,1332024

Highlighted filing

2014

Revenue$4,439,149
Expenses$4,015,338
Net Income$423,811
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 30, 2015
Return Version
2014v5.0
Gross Receipts
$8,334,230
Mission and Program Overview

Mission

Founded as a traditional community foundation in 1993, incourage has evolved into an entrepreneurial nonprofit, dedicated to and led by the people of central wisconsin. Over more than two decades, incourage has adapted its work to meet the complex needs of a region recovering from significant disinvestment. Today, incourage plays many roles in community development: steward, advocate, convener, moderator, trainer, researcher, grant-maker, investor, and fundraiser. Incourage operates from a central belief that people are its most important asset and that positive community change happens when systematic barriers to participation and engagement are eliminated so that every person and the community can realize the power of their full potential.

We promote philanthropy in furtherance of building community, with a vision of a community that works well for all people, guided by values of equity, inclusion and opportunity. Incourage is a resident-centered, values-led, place-based philanthropic organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$25,454,432$24,709,235▼ $745,197
Savings and Temporary Cash Investments$2,501,432$6,200,818▲ $3,699,386
Investments Other Securities$1,087,330$1,219,741▲ $132,411
Investments Program Related$456,172$657,428▲ $201,256
Land, Buildings, and Equipment, Net$119,983$82,300▼ $37,683
Pledges and Grants Receivable$3,745,168$55,397▼ $3,689,771
Cash and Non-Interest-Bearing Accounts$54,464$48,630▼ $5,834
Prepaid Expenses and Deferred Charges$27,464$28,153▲ $689
Accounts Receivable$5,991$7,871▲ $1,880
Intangible Assets$2,951$2,951→ $0
Total Assets$33,577,664$33,135,781▼ $441,883
Other Assets Total$122,277$123,257▲ $980
Liabilities
Other Liabilities$1,325,961$1,336,198▲ $10,237
Accounts Payable and Accrued Expenses$182,958$329,872▲ $146,914
Grants Payable$117,136$98,353▼ $18,783
Total Liabilities$1,626,055$1,764,423▲ $138,368
Net Assets / Fund Balance
Unrestricted Net Assets$28,021,202$31,075,740▲ $3,054,538
Temporarily Rstr Net Assets$3,930,407$295,618▼ $3,634,789
Total Net Assets Fund Balance$31,951,609$31,371,358▼ $580,251
Total Liabilities and Net Assets / Fund Balance$33,577,664$33,135,781▼ $441,883

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$82,300$244,081$326,381
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kelly RyanPresident/CEOFT$150,000$65,446$215,446
Dawn NeumanChief Fin./ops. OfficerFT$129,131$5,673$134,804
Jennifer RiggenbachChief Collaboration OfficerFT$109,457$4,378$113,835

Board Members and Trustees

NameTitle
Helen JungwirthDirector/chair
Carl WartmanDirector/vice Chair
Kirk WillardDirector/secretary
Dale BikowskiMember
Donna AndersonMember
Kristie Rauter EggeMember
Kristopher GaschMember
Paul LiebherrMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Concordia LLCResident Centered Engagement2016 ORETHA CASTLE HALEY BLVD, New Orleans, LA 70113$182,381
Revenue and Support

Revenue Composition

Contributions and Grants
$2,336,208
Program Service Revenue
$913
Investment Income
$2,102,028
Other Revenue
$0
All Other Contributions
$2,336,208
Change in Net Assets
$423,811

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$25,187Average of High/low
Other Non Cash Contri Table1$218Fair Market Value (FMV) - Cost
Total Noncash Contributions5$25,405-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,427,331
Revenue Not Reported on Financial Statements
$11,818
Revenue Not Reported on Form 990
$-963,683
Other Revenue Adjustments
$11,818
Total Revenue per Audited Statements
$3,463,648
Total Revenue per Form 990
$4,439,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,713,540
Other Expenses$1,519,995
Grants and Similar Amounts Paid$781,803
Total Fundraising Expense$147,180
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$792,372$145,720$45,059$983,151
Fees for Services Other$588,563$53,064$25,295$666,922
Grants to Domestic Orgs$619,381--$619,381
Current Officers, Directors, Trustees, and Key Employees$237,635$122,382$37,004$397,021
Other Employee Benefits$146,497$29,253$9,591$185,341
Grants to Domestic Individuals$162,422--$162,422
Fees for Service Investment Mgmnt Fees-$161,739-$161,739
Conferences and Meetings$152,985$3,679$3,564$160,228
Information Technology$92,749$17,004$8,049$117,802
Payroll Taxes$82,472$20,280$5,751$108,503
Travel$63,674$2,132$816$66,622
Office Expenses$38,706$12,003$7,636$58,345
Depreciation Depletion$37,193$9,317$2,864$49,374
Pension Plan Contributions$31,827$5,706$1,991$39,524
Fees for Services Legal$24,750$800$2,195$27,745
Occupancy$14,670$2,472$760$17,902
Advertising$13,433$2,480$762$16,675
Other Expenses$11,825$1,320$329$13,474
Fees for Services Accounting-$9,984-$9,984
Insurance$4,960$4,231$382$9,573
All Other Expenses--$-5,935$-5,935
Total Functional Expenses$3,262,093$606,065$147,180$4,015,338

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,068,573
Total Expenses per Form 990$4,015,338
Expenses per Audited Statements$3,956,462
Expenses Not Reported on Form 990$112,111
Expenses Not Reported on Financial Statements$58,876
Other Expense Adjustments$58,876
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wisconsin Historical Foundation IncMadison, WI501(c)(3)General Support$92,727
Boys & Girls Club of the Wisconsin Rapids Area IncWisconsin Rapids, WI501(c)(3)General & Program Related Support$77,806
Community Property IncWisconsin Rapids, WI501(c)(3)Support Operating Costs for Tribune Building Project$50,000
Opportunity Development Centers IncWisconsin Rapids, WI501(c)(3)General Support$43,065
Acacia Foundation of Central Wisconsin IncWisconsin Rapids, WI501(c)(3)General Support$31,089
Wisconsin Rapids Area Senior Center Association IncWisconsin Rapids, WI501(c)(3)General Support$30,591
South Wood Emergency Pantry ShelfWisconsin Rapids, WI501(c)(3)General Support$27,993
City of Wisconsin RapidsWisconsin Rapids, WIGovernmentProgram Related Support$17,502
Park Place Adult Day ServicesWisconsin Rapids, WI501(c)(3)General & Program Related Support$15,961
Wisconsin Rapids Community Theatre IncWisconsin Rapids, WI501(c)(3)General & Program Related Support$12,756
North Central Community Action Program IncWisconsin Rapids, WI501(c)(3)Program Related Support$10,000
Boy Scouts of America Samoset CouncilWeston, WI501(c)(3)For Camp Tesomas, Rhinelander, Wi & General Support$9,976
Wisconsin Rapids Family Center IncWisconsin Rapids, WI501(c)(3)General & Program Related Support$9,433
American Players Theatre of Wisconsin IncSpring Green, WI501(c)(3)General Support$8,000
Central Wisconsin Cultural Center IncWisconsin Rapids, WI501(c)(3)General & Program Related Support$7,890
Assumption Catholic SchoolsWisconsin Rapids, WISchoolGeneral Support & Tuition Assistance$6,016
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held for Other Agencies$1,299,982
Charitable Gift Annuities$36,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 4

On march 18, 2014, the board of directors of the foundation adopted an amendment to the restated bylaws of the foundation, defining tenure as "directors shall be elected for a term of up to three years (3). Term lengths shall vary and shall be determined by the board of directors." and clarifying how successive terms may work.

Form 990, Part VI, Section B, Line 11

Upon completion of preparation of form 990 by a third party accounting firm (accomplished with significant input from a variety of staff members) the chief financial and operating officer posts the final form 990 draft for review by each board member and certain staff members several days prior to filing, explicitly seeking their review and comments with respect to the filing to be made. Any and all comments received are reviewed for whether an adjustment needs to be made to the form 990 that was available for review. After all comments have been cleared, the final form 990 is submitted to the irs and a copy of the same is posted for all board members and certain staff members, noting any significant adjustments that were made as a result of their review.

Form 990, Part VI, Section B, Line 12C

Conflict of interest disclosure forms are completed annually by directors, certain staff and most committees. When potential conflicts arise, the conflicted person is allowed an initial opportunity for input to the discussion with final discussions and voting, if any, done without their input.

Form 990, Part VI, Section B, Line 15

The board of directors reviews ceo pay annually taking comparative pay data into consideration, including regional and national foundations as well as community development organizations and data on peers with whom our ceo is most comparable. The board of directors reviews and approves staff positions and pay through the annual budget process taking comparative pay data into consideration where available. The budget is subject to full board approval.

Form 990, Part VI, Section C, Line 19

Documents are available upon written request at incourage community foundation, inc. Attention: finance, 478 east grand avenue, wisconsin rapids, wi 54494.

Form 990, Part VI, Section C, Line 18

The most current forms 990 and 990-t are posted on the foundation's website. Form 1023 and the two prior year forms 990 and 990-t are available upon written request at incourage community foundation, inc., attention finance, 478 east grand avenue, wisconsin rapids, wi 54494.

Filing and Contact Details

Filer

Filer Name
Incourage Community Foundation Inc
EIN
39-1772651
Phone
7154233863
Address
478 E GRAND AVENUE, WISCONSIN RAPIDS, WI 54494

Signing Officer

Name
Kelly Ryan
Title
President & CEO
Phone
7154233863
Signed
2015-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Ryan
Formed
1993
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
24
Volunteers
451

Preparer

Firm
Wipfli Llp
Address
PO BOX 8010, WAUSAU, WI 54402-8010
Preparer
Mary a Coates CPA
Phone
7158453111
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

Form 990-t has been extended and the amounts on form 990, page 1, lines 7a and 7b are the best estimates that the foundation has at this time until all final investment form k-1's are received.

Form 990, Part IX, Line 11G

Consulting and professional services: program service expenses 588,563. Management and general expenses 53,064. Fundraising expenses 25,295. Total expenses 666,922.

FORM 990, PART XI, LINE 9:

Grant expense cancellations 4,076.

Form 990, Part XII, Line 2C

The process has not changed from the prior year.

Form 990, Part I, Line 5

The foundation had 23 employees at 12-31-14, 8 of which were part-time.

Financial Statement Notes

PART X, LINE 2:

In order to account for any uncertain income tax positions, the foundation determines whether it is more likely than not that a tax position will be sustained upon examination by the taxing authorities based on the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more-likely-than-not recognition threshold, the benefit of the tax position is not recognized in the financial statements. The foundation has not recorded any assets or liabilities related to uncertain tax positions or unrecognized tax benefits as of december 31, 2014 or 2013. The foundation's federal returns for the years ended december 31, 2011 and beyond remain subject to examination by the internal revenue service.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenue related to supporting organization 33,405.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Interest income from supporting organization 11,818.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses related to supporting organization 101,061.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Grant paid to supporting organization 50,000. Grant cancellations reported in other changes in net assets or fund balances 4,076. Rent paid to supporting organization 4,800.

Part XI and XII, Line 1

The financial statements are consolidated and all affiliate revenue and expenses must be eliminated in order to reconcile to the tax return.

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IRS990/ActivityOrMissionDesc0WE PROMOTE PHILANTHROPY IN FURTHERANCE OF BUILDING COMMUNITY, WITH A VISION OF A COMMUNITY THAT WORKS WELL FOR ALL PEOPLE, GUIDED BY VALUES OF EQUITY, INCLUSION AND OPPORTUNITY. INCOURAGE IS A RESIDENT-CENTERED, VALUES-LED, PLACE-BASED PHILANTHROPIC ORGANIZATION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF COLLABORATION OFFICER
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IRS990/MissionDesc0WE PROMOTE PHILANTHROPY IN FURTHERANCE OF BUILDING COMMUNITY, WITH A VISION OF A COMMUNITY THAT WORKS WELL FOR ALL PEOPLE, GUIDED BY VALUES OF EQUITY, INCLUSION AND OPPORTUNITY. INCOURAGE IS A RESIDENT-CENTERED, VALUES-LED, PLACE-BASED PHILANTHROPIC ORGANIZATION.
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IRS990/OtherExpensesGrp/Desc0UNRELATED BUS INC TAXES
IRS990/OtherExpensesGrp/Desc1FUND PROGRAM ACTIVITIES
IRS990/OtherExpensesGrp/Desc2DUES,SUBSCRIPTIONS,BOOK
IRS990/OtherExpensesGrp/Desc3COMMUNICATION
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IRS990/OtherExpensesGrp/TotalAmt213858
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION IS KNOWN NATIONALLY FOR DIRECTLY ORGANIZING AND DEVELOPING PROGRAMS AND LEADING COMMUNITY INITIATIVES THAT LEVERAGE RESOURCES AND EMPOWER PEOPLE IN WAYS THAT CREATE CONNECTED STRATEGIES, WITH THE INTENT TO ADVANCE OPPORTUNITIES FOR ALL. THE FOUNDATION PROMOTES BUILDING SOCIAL CAPITAL AND LEVERAGING COMMUNITY RESOURCES IN SUPPORT OF A RESILIENT AND THRIVING COMMUNITY THAT EMBRACES AND SUPPORTS ALL PEOPLE. THE FOUNDATION SUPPORTS POSITIVE COMMUNITY CHANGE BY PROMOTING ADAPTIVE LEADERSHIP SKILLS, RELATIONSHIP BUILDING, COLLABORATION, CONVENING, ADVOCACY, A SHARED LEARNING ENVIRONMENT AND THE EFFECTIVE EXCHANGE OF RELEVANT INFORMATION. PROGRAMS LED BY THE FOUNDATION INCLUDE ADAPTIVE LEADERSHIP PROGRAMS, TEEN LEADERSHIP PROGRAMS, EDUCATIONAL WORKSHOPS AND TRAINING OPPORTUNITIES (ORGANIZATIONAL, LEADERSHIP AND PROGRAM DEVELOPMENT; COLLABORATION AND COMMUNITY ENGAGEMENT; EVALUATION EFFECTIVENESS, ETC.), COMMUNITY RESOURCES, PUBLIC SPEAKERS, A CONSULTANT/FACILITATOR DATABASE FOR COMMUNITY ORGANIZATIONS, PROMOTING CIVILITY, SPEAKYOURPEACESWC.ORG, PROMOTING CIVIC ENGAGEMENT, ETC.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0193271
IRS990/ProgSrvcAccomActy2Grp/GrantAmt07800
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0913
IRS990/ProgSrvcAccomActy3Grp/Desc0IN PURSUIT OF A LONG-TERM STRATEGY OF CREATING A COHESIVE, INTEGRATED SOCIAL SERVICES AND WORKFORCE DEVELOPMENT SYSTEM THAT FOSTERS NEW SOLUTIONS FOR ECONOMIC GROWTH, IN OCTOBER OF 2008 THE FOUNDATION WAS SELECTED AS ONE OF THE FIRST RURAL ORGANIZATIONS NATIONWIDE CHOSEN BY THE NATIONAL FUND FOR WORKFORCE SOLUTIONS (NFWS) TO LEAD A PROJECT SITE THROUGH ITS IMPLEMENTATION PARTNER JOBS FOR THE FUTURE, INC. THE LOCAL NFWS INITIATIVE, WORKFORCE CENTRAL, IS DEVELOPING A DUAL-CUSTOMER, SECTOR-BASED APPROACH FOR ADVANCING LOW-SKILLED, LOW-WAGE WORKERS INTO JOBS WITH FAMILY SUSTAINING WAGES. ENHANCING INTEGRATION OF SOCIAL SERVICES AND MOBILIZATION OF COMMUNITY ORGANIZATIONS IS A CORE ELEMENT OF THIS PHILANTHROPIC-LED STRATEGY. (CONTINUED ON SCHEDULE O)SOME COMMUNITY COLLABORATION EFFORTS RESULTING FROM THIS WORK INCLUDE A REGIONAL ECONOMIC GROWTH INITIATIVE, A BUSINESS AND EDUCATION COLLABORATIVE AND OTHER GROWING COLLABORATIONS BETWEEN GROUPS THAT MAY NOT HAVE TRADITIONALLY WORKED CLOSELY TOGETHER TO SOLVE ISSUES.ALSO IN 2008, THE FOUNDATION BEGAN PARTICIPATING IN THE JOHN S. AND JAMES L. KNIGHT FOUNDATION'S COMMUNITY INFORMATION CHALLENGE, RESEARCHING WHERE AND HOW LOCAL RESIDENTS GET THEIR INFORMATION AND ASSESSING THEIR ABILITY TO ACCESS THE INFORMATION THEY NEED IN ORDER TO LEAD BETTER INFORMED LIVES. ADDRESSING ISSUES OF DIGITAL ACCESS AND DIGITAL LITERACY ARE INTEGRAL TO THIS PROJECT. IN LATE 2011, THE FOUNDATION ENGAGED IN DIALOGUE WITH AREA RESIDENTS FOCUSED ON CHALLENGES FACING THE COMMUNITY, COMMUNITY STRENGTHS, VISION FOR THE FUTURE AND INTEREST IN ENGAGING WITH THE FOUNDATION'S WORK. IN 2012, THIS DIALOGUE LED TO SPONSORING THE LARGEST COMMUNITY-WIDE SURVEY IN THE HISTORY OF THE SOUTH WOOD COUNTY AREA, WITH OVER 4,100 RESIDENTS RESPONDING. THE FOUR MAIN PRIORITIES IDENTIFIED BY THE COMMUNITY THROUGH THE SURVEY WERE, A STRONG ECONOMY, OPPORTUNITIES FOR YOUNG ADULTS AND FAMILIES, OPENNESS TO NEW IDEAS AND CHANGES, AND A FOCUS ON NATURE AND RECREATION OF THE AREA. THE FOUNDATION IS COMMITTED TO HELPING THE COMMUNITY COORDINATE EFFORTS FOCUSED ON COMMUNITY PRIORITIES AND A SHARED VISION FOR FUTURE. THE CONNECTEDNESS AND INTEGRATION OF A VARIETY OF GRANTS, PROGRAMS AND INITIATIVES ALLOWS FOR A "COMMUNITY SPECIFIC" FRAMEWORK THROUGH WHICH COLLECTIVE RESOURCES CAN ACHIEVE GREATER IMPACT IN THE FORM OF SYSTEMS CHANGE AND COMMUNITY IMPROVEMENT. EXAMPLES INCLUDE ESTABLISHING AN ANNUAL COMMUNITY PICNIC AS AN OPEN AND INCLUSIVE SETTING FOR FOSTERING CONNECTIONS AMONG NEIGHBORS, AND PROMOTING COLLABORATION BETWEEN LOCAL BUSINESSES AND ORGANIZATIONS (ATTENDANCE WAS OVER 3,500 IN 2014); AND SUPPORTING RESEARCH INTO LOCAL DATA TO PRODUCE VITAL SIGNS REPORTS AND THEN TO HOST CRITICAL COMMUNITY CONVERSATIONS FOR INFORMING STRATEGY AND ACTION WITH TIMELY, ACCURATE AND RELEVANT DATA (SEE INCOURAGECF.ORG/LEARN/VITAL-SIGNS).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01050749
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0838
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE FOUNDATION'S COMMITMENT TO RESIDENT-CENTERED DECISION MAKING FOR SOUTH WOOD COUNTY'S FUTURE IS SYMBOLIZED BY THE PLANNED REDEVELOPMENT OF THE FORMER DAILY TRIBUNE BUILDING, WHICH THE FOUNDATION PURCHASED THROUGH ITS SUPPORTING ORGANIZATION, COMMUNITY PROPERTY, INC. IN DECEMBER OF 2012. THE FOUNDATION IS UTILIZING A FACILITATED, RESIDENT-CENTERED PLANNING PROCESS WITH THE INTENT THAT THE COMMUNITY WILL DETERMINE THE FUTURE USES OF THIS HISTORIC LOCAL PROPERTY ON THE WISCONSIN RIVER. PHASE ONE OF THE DECISION MAKING PROCESS - IDEA SHARING - BEGAN IN OCTOBER 2013 AND CONCLUDED IN EARLY 2014 AND CONSISTED OF A FOUR-PART PUBLIC MEETING SERIES WHERE EVERYONE IN THE COMMUNITY WAS INVITED TO SHARE THEIR IDEAS FOR THE FUTURE OF THE SPACE, WHILE ALSO ENCOURAGING RESIDENTS TO SHIFT THEIR THINKING FROM "ME" TO "WE". PHASE TWO CONSISTED OF SEVEN PUBLIC MEETINGS IN 2014 WHEREBY THE COMMUNITY WAS INVITED TO PARTICIPATE IN ACTIVITIES RELATED TO THE DESIGN OF THE FACILITY. OVER 750 COMMUNITY MEMBERS WORKED TOGETHER TO PRIORITIZE END USE IDEAS THAT WOULD CELEBRATE LOCAL ASSETS, CONNECT RESIDENTS, AND ACT AS A CATALYST FOR FUTURE DOWNTOWN DEVELOPMENT. TO LEARN MORE, VISIT INCOURAGECF.ORG/LEAD/TRIBUNE-BUILDINGTHE FOUNDATION IS COMMITTED TO LEARN, REFLECT AND ACT ON WHAT IT MEANS TO BE AN AUTHENTICALLY RESIDENT-CENTERED, VALUES-LED, PLACE-BASED INVESTMENT AND PHILANTHROPIC ORGANIZATION. RECOGNIZING THAT GRANTS ALONE CANNOT SUPPLY THE CAPITAL NEEDS OF AN INNOVATIVE, EMERGING ECONOMY THE FOUNDATION HAS COMMITTED TO ALIGN AND LEVERAGE ALL OF ITS CAPITALS, INCLUDING FINANCIAL AND NON-FINANCIAL, TO ADVANCE ITS VISION. THE FOUNDATION OPERATES WITH A STRATEGY THAT ADDS LOCAL INVESTMENT OF FINANCIAL ASSETS (SOMETIMES REFERRED TO AS MISSION OR IMPACT INVESTING) TO ITS ONGOING PROACTIVE RESEARCH, RESIDENT ENGAGEMENT, STRATEGIC GRANT-MAKING, CAPACITY BUILDING AND PUBLIC-PRIVATE PARTNERSHIPS IN FURTHERANCE OF ITS VISION OF A COMMUNITY THAT WORKS WELL FOR ALL PEOPLE.
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06026120
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0423811
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02501432
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06200818
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0INCOURAGE COMMUNITY FOUNDATION RECEIVES AND HOLDS FUNDS FOR OTHER ORGANIZATIONS. THESE ARE CHARACTERIZED AS CONTRIBUTIONS ON SCHEDULE A, BUT NOT ON FORM 990, PART VIII, LINE 1 AS REVENUE OR NET ASSETS ON FORM 990 PART X.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A, PART II, LINE 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02359299
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04730028
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0988489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01611205
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01444748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011133769
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0797896
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0682154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0543263
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0535680
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0458463
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03017456
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0913
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt06704
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012317
IRS990ScheduleA/PublicSupportCY170Pct00.41090
IRS990ScheduleA/PublicSupportPY170Pct00.44470
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IRS990ScheduleA/SubstantialContributorsTotAmt05313475
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02359299
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04730028
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0988489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01611205
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011133769
IRS990ScheduleA/TotalSupportAmt014163542

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.4$1.79$33.6$2.99$1.50$1.49
2023Detailed filing. Detailed filing data is available for this year.$32.2$1.64$30.5$2.07$1.54$0.53
2022Detailed filing. Detailed filing data is available for this year.$28.8$1.64$27.1$1.37$1.41$0.04
2021Detailed filing. Detailed filing data is available for this year.$33.8$1.90$31.9$5.71$1.48$4.23
2020Detailed filing. Detailed filing data is available for this year.$27.8$1.71$26.1$1.10$1.40$0.30
2019Detailed filing. Detailed filing data is available for this year.$25.8$1.50$24.3$2.25$2.97$0.72
2018Detailed filing. Detailed filing data is available for this year.$23.8$1.37$22.5$1.88$3.03$1.15
2017Detailed filing. Detailed filing data is available for this year.$28.1$1.64$26.5$6.51$5.99$0.53
2016Detailed filing. Detailed filing data is available for this year.$28.6$1.58$27.0$2.35$4.09$1.74
2015Detailed filing. Detailed filing data is available for this year.$29.8$1.82$28.0$2.96$4.64$1.68
2014Detailed filing. Detailed filing data is available for this year.$33.1$1.76$31.4$4.44$4.02$0.42
2013Detailed filing. Detailed filing data is available for this year.$33.6$1.63$32.0$6.03$3.08$2.95
2012Summary only. Only limited summary data is available for this year.$27.5$1.48$26.0$1.88$2.94$1.06
2011Summary only. Only limited summary data is available for this year.$26.3$1.07$25.2$2.76$3.93$1.17