Civic Intelligence

West Bend Community Foundation Inc C/O Greater Milwaukee Foundation Inc

EIN 39-1971548 • 501(c)3 • Milwaukee, WI

2153 N Dr Martin Luther King Jr DrMilwaukee, WI 53212

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

14th percentile

0.02x

Higher debt load relative to assets than 14% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.27x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$342,082

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-29%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$83,417,967

Up $8,133,989 (+11%) from 2023

Liabilities

Up

$1,463,250

Up $31,057 (+2.2%) from 2023

Net Assets

Up

$81,954,717

Up $8,102,932 (+11%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin50th percentile

Revenue

Down

$5,464,146

Down $2,207,703 (-29%) from 2023

Expenses

Up

$5,221,454

Up $305,731 (+6.2%) from 2023

Net Income

Down

$242,692

Down $2,513,434 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100M$50M$0Assets 2010: $30,794,394Liabilities 2010: $1,367,500Net Assets 2010: $29,426,8942010Assets 2011: $30,299,362Liabilities 2011: $1,242,630Net Assets 2011: $29,056,7322011Assets 2012: $35,328,630Liabilities 2012: $1,106,295Net Assets 2012: $34,222,3352012Assets 2013: $40,853,323Liabilities 2013: $1,840,474Net Assets 2013: $39,012,8492013Assets 2014: $44,374,929Liabilities 2014: $1,394,225Net Assets 2014: $42,980,7042014Assets 2015: $44,341,896Liabilities 2015: $983,000Net Assets 2015: $43,358,8962015Assets 2016: $47,838,832Liabilities 2016: $883,200Net Assets 2016: $46,955,6322016Assets 2017: $55,507,751Liabilities 2017: $1,005,200Net Assets 2017: $54,502,5512017Assets 2018: $55,190,547Liabilities 2018: $1,232,797Net Assets 2018: $53,957,7502018Assets 2019: $61,277,061Liabilities 2019: $1,898,850Net Assets 2019: $59,378,2112019Assets 2020: $67,541,910Liabilities 2020: $1,808,634Net Assets 2020: $65,733,2762020Assets 2021: $79,149,428Liabilities 2021: $1,341,025Net Assets 2021: $77,808,4032021Assets 2022: $66,429,370Liabilities 2022: $1,174,733Net Assets 2022: $65,254,6372022Assets 2023: $75,283,978Liabilities 2023: $1,432,193Net Assets 2023: $73,851,7852023Assets 2024: $83,417,967Liabilities 2024: $1,463,250Net Assets 2024: $81,954,7172024

Highlighted filing

2024

Assets$83,417,967
Liabilities$1,463,250
Net Assets$81,954,717
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2010: $2,341,675Expenses 2010: $2,275,165Net Income 2010: $66,5102010Revenue 2011: $1,568,376Expenses 2011: $1,600,833Net Income 2011: -$32,4572011Revenue 2012: $3,712,076Expenses 2012: $1,236,705Net Income 2012: $2,475,3712012Revenue 2013: $4,090,561Expenses 2013: $2,622,963Net Income 2013: $1,467,5982013Revenue 2014: $6,781,090Expenses 2014: $2,212,498Net Income 2014: $4,568,5922014Revenue 2015: $5,291,996Expenses 2015: $2,045,783Net Income 2015: $3,246,2132015Revenue 2016: $4,887,382Expenses 2016: $2,624,056Net Income 2016: $2,263,3262016Revenue 2017: $4,387,762Expenses 2017: $2,998,613Net Income 2017: $1,389,1492017Revenue 2018: $6,855,689Expenses 2018: $4,428,712Net Income 2018: $2,426,9772018Revenue 2019: $5,424,954Expenses 2019: $5,414,783Net Income 2019: $10,1712019Revenue 2020: $6,454,372Expenses 2020: $4,532,248Net Income 2020: $1,922,1242020Revenue 2021: $10,575,689Expenses 2021: $4,513,217Net Income 2021: $6,062,4722021Revenue 2022: $6,633,490Expenses 2022: $5,835,143Net Income 2022: $798,3472022Revenue 2023: $7,671,849Expenses 2023: $4,915,723Net Income 2023: $2,756,1262023Revenue 2024: $5,464,146Expenses 2024: $5,221,454Net Income 2024: $242,6922024

Highlighted filing

2024

Revenue$5,464,146
Expenses$5,221,454
Net Income$242,692
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$83,417,967
Liabilities
$1,463,250
Net assets
$81,954,717
Revenue
$5,464,146
Expenses
$5,221,454
Net income
$242,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.4$1.46$82.0$5.46$5.22$0.24
2023Detailed filing. Detailed filing data is available for this year.$75.3$1.43$73.9$7.67$4.92$2.76
2022Detailed filing. Detailed filing data is available for this year.$66.4$1.17$65.3$6.63$5.84$0.80
2021Detailed filing. Detailed filing data is available for this year.$79.1$1.34$77.8$10.6$4.51$6.06
2020Detailed filing. Detailed filing data is available for this year.$67.5$1.81$65.7$6.45$4.53$1.92
2019Summary only. Only limited summary data is available for this year.$61.3$1.90$59.4$5.42$5.41$0.01
2018Summary only. Only limited summary data is available for this year.$55.2$1.23$54.0$6.86$4.43$2.43
2017Summary only. Only limited summary data is available for this year.$55.5$1.01$54.5$4.39$3.00$1.39
2016Summary only. Only limited summary data is available for this year.$47.8$0.88$47.0$4.89$2.62$2.26
2015Summary only. Only limited summary data is available for this year.$44.3$0.98$43.4$5.29$2.05$3.25
2014Summary only. Only limited summary data is available for this year.$44.4$1.39$43.0$6.78$2.21$4.57
2013Summary only. Only limited summary data is available for this year.$40.9$1.84$39.0$4.09$2.62$1.47
2012Summary only. Only limited summary data is available for this year.$35.3$1.11$34.2$3.71$1.24$2.48
2011Summary only. Only limited summary data is available for this year.$30.3$1.24$29.1$1.57$1.60$0.03
2010Summary only. Only limited summary data is available for this year.$30.8$1.37$29.4$2.34$2.28$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$14,932,346
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$73,075,260$83,317,967▲ $10,242,707
Cash and Non-Interest-Bearing Accounts$2,208,718--
Pledges and Grants Receivable-$100,000-
Total Assets$75,283,978$83,417,967▲ $8,133,989
Liabilities
Grants Payable$1,431,895$1,460,500▲ $28,605
Accounts Payable and Accrued Expenses$298$2,750▲ $2,452
Total Liabilities$1,432,193$1,463,250▲ $31,057
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$73,851,785$81,954,717▲ $8,102,932
Total Net Assets Fund Balance$73,851,785$81,954,717▲ $8,102,932
Total Liabilities and Net Assets / Fund Balance$75,283,978$83,417,967▲ $8,133,989

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$73,847,664$3,576,462▲ $9,742,712-$81,953,565
2023$65,249,535$6,141,000▲ $7,268,146-$73,847,664
2022$77,807,516$4,712,448▼ $11,563,847-$65,249,535
2021$65,733,995$4,714,401▲ $11,873,442-$77,807,516
2020$59,378,273$2,712,242▲ $8,013,985-$65,733,995
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Claire RolfsPresident
CHARLES O'MEARAVice President
Allen EricsonDirector
Kelly TighleDirector
Rose PetitteDirector
Ruth HenkleDirector
Tonnie SchmidtDirector
Amanda N SacksDirector (start 6/24)
Ellen GilliganAssistant Secretary (end 8/24)
Gregory WesleyAssistant Secretary (start 8/24)
Ken RobertsonAssistant Treasurer (end 8/24)
Yelena ChesterAssistant Treasurer (start 8/24)
Rob JohnsonSecretary
James DanaherSecretary (end 6/24)
Jon KieckhaferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,581,462
Program Service Revenue
$0
Investment Income
$1,882,684
Other Revenue
$0
All Other Contributions
$3,426,462
Change in Net Assets
$242,692

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$486,000Market Value
Total Noncash Contributions2$486,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,630,686
Other Expenses$590,768
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,630,686--$4,630,686
Fees for Services Management-$150,141-$150,141
Other Expenses-$15,640-$15,640
Information Technology-$5,000-$5,000
Conferences and Meetings-$2,000-$2,000
Office Expenses-$1,182-$1,182
Total Functional Expenses$4,630,686$590,768$0$5,221,454
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cedar Lakes Conservation FoundationWest Bend, WI501(c)(3)Final Mile$555,500
Museum of Wisconsin ArtWest Bend, WI501(c)(3)Unrestricted Use$294,644
United Way of Washington CountyWest Bend, WI501(c)(3)The Officer Matching Program on Behalf of Chris Zwygart$273,886
City of West BendWest Bend, WIGovernmentDowntown Planters$198,500
Family Promise of Washington CountyWest Bend, WI501(c)(3)Unrestricted Use$147,068
Boys & Girls Clubs of Washington County IncWest Bend, WI501(c)(3)Unrestricted Use$140,717
Milwaukee Repertory Theater IncMilwaukee, WI501(c)(3)Unrestricted Use$110,350
Riveredge Nature Center IncNewburg, WI501(c)(3)Help to Renovate the Riveredge Nature Center Via a Donation to Legacy Capital Campaign.$108,250
Playing Field IncMadison, WI501(c)(3)Ece Space Renovation$100,000
University of Wisconsin Madison Bursar OfficeMadison, WISchoolZiegler Family Foundation Fund Scholarship$97,500
Moraine Park FoundationFond Du Lac, WI501(c)(3)2024 West Bend Community Foundation Special Project Grant - Ece Focus$90,400
Big Brothers Big Sisters of Washington CountyWest Bend, WI501(c)(3)The Bcs Project (dec)$87,550
American Red Cross of WisconsinMilwaukee, WI501(c)(3)The West Bend Region$83,040
Forward Careers IncWaukesha, WI501(c)(3)Childcare Advancement Readiness Employment Initiative (care)$81,000
All-in MilwaukeeMilwaukee, WI501(c)(3)Sustaining Support$80,000
West Bend Community & Alumni Scholarship Foundation IncWest Bend, WI501(c)(3)Student Scholarships$77,376
Washington County Humane SocietySlinger, WI501(c)(3)Unrestricted Use$69,094
The Threshold IncWest Bend, WI501(c)(3)The General Fund$64,900
United Performing Arts Fund IncMilwaukee, WI501(c)(3)Washington County Programming$63,500
Historic West Bend Theatre IncWest Bend, WI501(c)(3)Unrestricted Use$62,000
Friends IncWest Bend, WI501(c)(3)Emergency Shelter Security Improvements$58,000
Lakeshore Community Health CareSheboygan, WI501(c)(3)Patient Care in West Bend$58,000
United Way of Dane CountyMadison, WI501(c)(3)The Director Matching Gifts Program$56,500
Friends of Lac Lawrann ConservancyWest Bend, WI501(c)(3)The Nature Playground Project$55,500
Kettle Moraine YmcaWest Bend, WI501(c)(3)Unrestricted Use$55,250
Feeding America Eastern WisconsinMilwaukee, WI501(c)(3)The Officer Matching Gift Program on Behalf of Rob Jacques$51,500
Greater Milwaukee FoundationMilwaukee, WI501(c)(3)Unrestricted Use$50,000
Interfaith Caregivers of Washington CoWest Bend, WI501(c)(3)An Annual Gift$45,500
Washington CountyWest Bend, WIGovernmentWashington County Golf Course(s), County Parks, and County Trail Systems$42,000
Oshkosh Area Community FoundationOshkosh, WI501(c)(3)The Green Lake Playground$41,000
Washington County Historical Society IncWest Bend, WI501(c)(3)5-year Reconnect$40,976
Catholic Charities of MilwaukeeSt Francis, WI501(c)(3)Mental Health Initiative - Washington County$38,000
Ozaukee Washington Land TrustWest Bend, WI501(c)(3)Special Merger Project in Support of the Milwaukee River Watershed$37,500
Elevate IncJackson, WI501(c)(3)Unrestricted Use$36,000
Bryon Riesch Paralysis Foundation IncWaukesha, WI501(c)(3)Silver Circle Donation Request on Behalf of R&r Insurance$34,900
Schauer Arts and Activities Center IncHartford, WI501(c)(3)The Bcs Project Feb-june$34,500
Living Word Lutheran High School IncorporatedJackson, WI501(c)(3)The License to Give Gala$32,927
Habitat for Humanity of Washington and Dodge CountiesWest Bend, WI501(c)(3)2025 Gala Foundational$30,600
West Bend Baseball AssociationWest Bend, WI501(c)(3)The Bull Pens$30,000
Full Shelf Food Pantry IncWest Bend, WI501(c)(3)Unrestricted Use$29,000
Nami of Washington CountyWest Bend, WI501(c)(3)Unrestricted Use$28,000
Casa Guadalupe Education CenterWest Bend, WI501(c)(3)Unrestricted Use$26,500
Evans Scholars FoundationGlenview, IL501(c)(3)The Officer Matching Program on Behalf of Kelly Tighe$25,750
Volunteer Center of Washington CountyWest Bend, WI501(c)(3)Taste & Learn - Community Resource Series$25,700
Friends of Plum Media IncMilwaukee, WI501(c)(3)JOHN MCGIVERN'S MAIN STREET-TOWN SQUARE$25,000
Rides and ReinsSlinger, WI501(c)(3)Rides and Reins Capital Support$24,200
4c for ChildrenMilwaukee, WI501(c)(3)Child Care Provider Resource Room$23,500
West Bend Friends of Parks and RecreationWest Bend, WI501(c)(3)Unrestricted Use$23,500
Greater Milwaukee CommitteeMilwaukee, WI501(c)(3)Derek Tyus 2023 Gift$22,995
The Youth and Family Project IncWest Bend, WI501(c)(3)Unrestricted Use$22,000
Zoological Society of Milwaukee CountyWauwatosa, WI501(c)(3)Renewal Tax Deductible Portion$21,011
Kettle Moraine SymphonyWest Bend, WI501(c)(3)Unrestricted Use$21,000
University of Wisconsin FoundationMadison, WI501(c)(3)The Carbone Cancer Center$21,000
St Frances Cabrini Catholic ChurchWest Bend, WIChurchThe Building Fund$20,300
Arbor Day FoundationLincoln, NE501(c)(3)The Community Event in Green Bay, Wi$20,000
Oregon Athletic Booster ClubOregon, WI501(c)(3)The Needs of Students/athletes/coaches of the Oregon School District$20,000
St Peter CongregationSlinger, WI501(c)(3)Unrestricted Use$20,000
Washington County Youth Hockey AssociationWest Bend, WI501(c)(3)Annual Operating Support for the Kettle Moraine Ice Center and the Wcyha$20,000
Madison Reading ProjectMadison, WI501(c)(3)Free Book Fairs$19,600
Lakeshore Regional Child Advocacy Center IncSaukville, WI501(c)(3)Support on Behalf of Mid-state Insurance$17,500
Seed of Hope CenterWest Bend, WI501(c)(3)The General Fund$16,000
Enchantment IncWest Bend, WI501(c)(3)2024 Enchantment in the Park Holiday Light Show & Community Event$15,000
Lightkeeper Academy NfpManhattan, ILSchoolSpirit of the Silver Lining$15,000
West Bend Public Schools Foundation IncWest Bend, WI501(c)(3)The 8th Annual Golf Outing Fundraiser$13,400
Senior Citizens Activities IncWest Bend, WI501(c)(3)CFAC FUNDRAISER, ATTN: PAUL HADER$12,750
Drake UniversityDes Moines, IA501(c)(3)Ziegler Family Foundation Fund Scholarship$12,500
Le Mars Community Daycare CenterLe Mars, IA501(c)(3)Spirit of the Silver Lining$12,500
Roots and BranchesWest Bend, WI501(c)(3)Unrestricted Use$12,000
City Centro IncWest Bend, WI501(c)(3)2024 Support$11,500
Madison Symphony Orchestra IncMadison, WI501(c)(3)Symphony at Sunset$11,396
ST JOSEPH'S COMMUNITY HOSPITAL OF WEST BEND INCWest Bend, WI501(c)(3)The Froedtert West Bend Hospital Foundation$11,000
Citizen Advocacy of Washington County IncWest Bend, WI501(c)(3)Unrestricted Use$10,250
Children With Hair LossSouth Rockwood, WI501(c)(3)Spirit of the Silver Lining$10,000
For-m FoundationSussex, WI501(c)(3)The 2024 Bronze Annual Commitment Mke Tech Hub Coalition$10,000
Junior Achievement of Wisconsin IncMilwaukee, WI501(c)(3)Empowering Youth Through Financial Literacy & Work Readiness$10,000
Nebraska Health Care FoundationLincoln, NE501(c)(3)2025 Safe Resident Assistance Program$10,000
Richland Hospital FoundationRichland Center, WI501(c)(3)Spirit of the Silver Lining$10,000
ThresholdsChicago, IL501(c)(3)Spirit of the Silver Lining$10,000
West Bend Friends of Sculpture IncWest Bend, WI501(c)(3)2024 Sculpture Projects$10,000
Wolf Ridge Environmental Learning CenterFinland, MN501(c)(3)Spirit of the Silver Lining$10,000
The Threshold Foundation IncWest Bend, WI501(c)(3)Sustaining Support$9,878
Denison UniversityGranville, OH501(c)(3)Ziegler Family Foundation Fund Scholarship$7,500
Harvard UniversityCambridge, MA501(c)(3)Ziegler Family Foundation Fund Scholarship$7,500
The University of Vermont and State Agricultural CollegeBurlington, VT501(c)(3)Ziegler Family Foundation Fund Scholarship$7,500
University of RochesterRochester, NY501(c)(3)Ziegler Family Foundation Fund Scholarship$7,500
Washington County Foster ClosetWest Bend, WI501(c)(3)Washington County Foster Closet Operating Expenses$7,500
Washington County Charitable FoundationWest Bend, WI501(c)(3)2024 Scholarship Support$7,320
Chix 4 a Cause LtdWest Bend, WI501(c)(3)Chix 4 a Cause Operating Support$7,225
Dr James E Albrecht Free Clinic IncWest Bend, WI501(c)(3)Sustaining Support$7,038
Milwaukee Area Technical College Foundation IncMilwaukee, WI501(c)(3)Sustaining Support of Milwaukee Pbs$6,469
Holy Angels Catholic Church and SchoolWest Bend, WIChurchRaise the Roof Fund$6,250
Journey House IncMilwaukee, WI501(c)(3)Gala Commitment and Contribution$6,000
San Jose Middle School PtaNovato, CA501(c)(3)The Fundraising Event$6,000
Washington County Agricultural and Industrial Society IncWest Bend, WI501(c)(3)The Washington County Fair$6,000
Honours IncSlinger, WI501(c)(3)Sustaining Support$5,528
Marquette UniversityMilwaukee, WI501(c)(3)Student Scholarships$5,528
Medical Center Foundation of HartfordHartford, WI501(c)(3)Sustaining Support$5,528
The Medical College of Wisconsin IncWauwatosa, WI501(c)(3)The Arthritis Institute$5,525
Donald Driver FoundationMilwaukee, WI501(c)(3)The Donald Driver Driven to Achieve Table Commitment$5,220
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
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 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
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 B, Line 11B

“Form 990 is presented for review to the board members of the supported organization - greater milwaukee foundation, inc. Before it is filed.”

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

“The conflict of interest questionnaires completed by all officers, directors and key employees are reviewed by the chief financial officer of the greater milwaukee foundation, inc., the supported organization, annually.”

Form 990, Part VI, Section B, Line 15

“Since the filing organization does not pay compensation, the following information applies to how the supported organization (the greater milwaukee foundation) of the filing organization determines compensation for the persons serving as directors and officers of the filing organization: the admin & audit committee of the greater milwaukee foundation will annually request comparable data from the gmf vice president, human resources and organizational learning (vp, hrol) for the president and chief executive officer (ceo) position at the foundation. The comparable compensation data will generally come from salary survey data provided by the council on foundations and specific comparables obtained from other surveys such as mra and the non profit survey conducted by mra, and guidestar posted 990's. The vp, hrol will site comparables in a report and reference where data was obtained. The admin & audit committee will review the comparable data and make a recommendation to the chairman of the board and then to the full board for any changes in the ceo's compensation, without participation or discussion with the ceo. The ceo may answer questions of the board that may be used in later deliberations and decision-making. The board must document the basis for determination of the ceo's salary. The documentation must contain the date and terms of the compensation transaction, the members present for the decision, and what comparable data was used for the decision. The admin & audit committee will be provided with a template to the document process and decision. The admin & audit committee will drive the process for decision-making and assure the documentation is obtained and recorded in both the board minutes and the personnel file of the ceo. A similar process will be used for other positions within the foundation. However, it will be the ceo and the vp, hrol conferring on these other positions.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
West Bend Community Foundation Inc
EIN
39-1971548
Phone
4142725805
Address
2153 N DR MARTIN LUTHER KING JR DR, MILWAUKEE, WI 53212
Doing Business As
Co Greater Milwaukee Foundation

Signing Officer

Name
Yelena Chester
Title
Assistant Treasurer
Phone
4142725805
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yelena Chester
Formed
1999
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
0

Preparer

Firm
Kpmg Llp
Address
350 NORTH 5TH ST STE 600, MINNEAPOLIS, MN 55401
Preparer
Sophie R King
Phone
6123055000
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“All endowment funds are invested to generate a permanent source of income. The invested principal of the endowment funds can be used for grantmaking as requested by the donors up to a minimum balance. There are no timing restrictions on any of the endowed assets.”

PART X, LINE 2:

“The foundation follows the provisions of financial accounting standards board (fasb) accounting standards codification (asc) topic 740, income taxes, which clarifies the accounting for uncertainty in income taxes recognized in a company's financial statements. Asc topic 740 prescribes a more-likely than-not recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken. Under asc topic 740, tax positions will be evaluated for recognition, derecognition, and measurement using consistent criteria and will provide more information about the uncertainty in income tax assets and liabilities. The foundation does not have a liability recorded for unrecognized tax benefits.”

Raw XML AppendixShowing 400 of 1,671 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/Desc0SEE SCHEDULE OWEST BEND COMMUNITY FOUNDATION, INC WAS FORMED TO OPERATE AS A SUPPORTING ORGANIZATION DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(3) OF THE INTERNAL REVENUE CODE TO SUPPORT GREATER MILWAUKEE FOUNDATION, INC. THE GREATER MILWAUKEE FOUNDATION IS A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) OF THE INTERNAL REVENUE CODE.AS SET FORTH IN THE WEST BEND COMMUNITY FOUNDATION, INC.'S ARTICLES OF INCORPORATION, "THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC AND LITERARY PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) AND EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF AND/OR TO CARRY OUT THE PURPOSES OF THE GREATER MILWAUKEE, A WISCONSIN CHARITABLE TRUST ORGANIZED PURSUANT TO A DECLARATION OF TRUST.... INCLUDING THE CARRYING ON OF SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS AS THE BOARD OF DIRECTORS OF THIS CORPORATION FROM TIME TO TIME DEEM TO BE SUITABLE AND APPROPRIATE.THE PHRASE 'SUCH OF GREATER MILWAUKEE FOUNDATION'S PROGRAMS' MEANS CHARITABLE, RELIGIOUS, EDUCATIONAL, SCIENTIFIC AND LITERARY PROJECT AND ACTIVITIES OF THE KIND THAT GREATER MILWAUKEE FOUNDATION SUPPORTS AND THAT ARE LOCATORED PRIMARILY IN THE GREATER "WEST BEND, WISCONSIN AREA".
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IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY (END 6/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREATER MILWAUKEE FOUNDATION INC
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ALL ENDOWMENT FUNDS ARE INVESTED TO GENERATE A PERMANENT SOURCE OF INCOME. THE INVESTED PRINCIPAL OF THE ENDOWMENT FUNDS CAN BE USED FOR GRANTMAKING AS REQUESTED BY THE DONORS UP TO A MINIMUM BALANCE. THERE ARE NO TIMING RESTRICTIONS ON ANY OF THE ENDOWED ASSETS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION FOLLOWS THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS. ASC TOPIC 740 PRESCRIBES A MORE-LIKELY THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN. UNDER ASC TOPIC 740, TAX POSITIONS WILL BE EVALUATED FOR RECOGNITION, DERECOGNITION, AND MEASUREMENT USING CONSISTENT CRITERIA AND WILL PROVIDE MORE INFORMATION ABOUT THE UNCERTAINTY IN INCOME TAX ASSETS AND LIABILITIES. THE FOUNDATION DOES NOT HAVE A LIABILITY RECORDED FOR UNRECOGNIZED TAX BENEFITS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/CashGrantAmt487550
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IRS990ScheduleI/RecipientTable/CashGrantAmt634900
IRS990ScheduleI/RecipientTable/CashGrantAmt726500
IRS990ScheduleI/RecipientTable/CashGrantAmt838000
IRS990ScheduleI/RecipientTable/CashGrantAmt9555500
IRS990ScheduleI/RecipientTable/CashGrantAmt1010000
IRS990ScheduleI/RecipientTable/CashGrantAmt117225
IRS990ScheduleI/RecipientTable/CashGrantAmt1210250
IRS990ScheduleI/RecipientTable/CashGrantAmt1311500
IRS990ScheduleI/RecipientTable/CashGrantAmt14198500
IRS990ScheduleI/RecipientTable/CashGrantAmt157500
IRS990ScheduleI/RecipientTable/CashGrantAmt165220
IRS990ScheduleI/RecipientTable/CashGrantAmt177038

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