Civic Intelligence

Community Foundation of Chippewa

990 • Fiscal year 2018 • EIN 39-2024542

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 06, 2019

Organization ProfileWWW.YOURLEGACYFOREVER.ORG
PO Box 153Chippewa Falls, WI 54729

(715) 723-8125

Siviq Scores

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

Liabilities / Assets

74th percentile

0.54x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

7.13x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

15th percentile

$67,566

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

85th percentile

20%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

36%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$19,672,940

Up $3,267,098 (+20%) from 2017

Net Assets

Up

$9,134,270

Up $754,529 (+9.0%) from 2017

Liabilities

Up

$10,538,670

Up $2,512,569 (+31%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin95th percentile

Revenue

Up

$1,478,651

Up $393,420 (+36%) from 2017

Expenses

Up

$459,658

Up $58,056 (+14%) from 2017

Net Income

Up

$1,018,993

Up $335,364 (+49%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40M$30M$20M$10M$0Assets 2011: $5,898,202Liabilities 2011: $2,644,625Net Assets 2011: $3,253,5772011Assets 2012: $8,588,904Liabilities 2012: $3,375,039Net Assets 2012: $5,213,8652012Assets 2013: $10,208,905Liabilities 2013: $4,220,250Net Assets 2013: $5,988,6552013Assets 2014: $12,609,229Liabilities 2014: $5,648,166Net Assets 2014: $6,961,0632014Assets 2015: $12,944,071Liabilities 2015: $5,989,645Net Assets 2015: $6,954,4262015Assets 2016: $14,689,634Liabilities 2016: $7,170,217Net Assets 2016: $7,519,4172016Assets 2017: $16,405,842Liabilities 2017: $8,026,101Net Assets 2017: $8,379,7412017Assets 2018: $19,672,940Liabilities 2018: $10,538,670Net Assets 2018: $9,134,2702018Assets 2019: $21,010,799Liabilities 2019: $11,300,127Net Assets 2019: $9,710,6722019Assets 2020: $20,678,677Liabilities 2020: $10,781,686Net Assets 2020: $9,896,9912020Assets 2021: $27,823,618Liabilities 2021: $13,107,984Net Assets 2021: $14,715,6342021Assets 2022: $26,753,159Liabilities 2022: $11,781,231Net Assets 2022: $14,971,9282022Assets 2023: $25,839,774Liabilities 2023: $8,762,861Net Assets 2023: $17,076,9132023Assets 2024: $28,244,242Liabilities 2024: $9,742,415Net Assets 2024: $18,501,8272024Assets 2025: $36,766,359Liabilities 2025: $11,008,554Net Assets 2025: $25,757,8052025

Highlighted filing

2018

Assets$19,672,940
Liabilities$10,538,670
Net Assets$9,134,270
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $159,1292011Expenses 2012: $236,4632012Revenue 2013: $763,653Expenses 2013: $287,826Net Income 2013: $475,8272013Revenue 2014: $924,547Expenses 2014: $324,672Net Income 2014: $599,8752014Revenue 2015: $795,301Expenses 2015: $363,000Net Income 2015: $432,3012015Revenue 2016: $1,419,722Expenses 2016: $390,529Net Income 2016: $1,029,1932016Revenue 2017: $1,085,231Expenses 2017: $401,602Net Income 2017: $683,6292017Revenue 2018: $1,478,651Expenses 2018: $459,658Net Income 2018: $1,018,9932018Revenue 2019: $1,577,650Expenses 2019: $573,293Net Income 2019: $1,004,3572019Revenue 2020: $2,203,607Expenses 2020: $794,581Net Income 2020: $1,409,0262020Revenue 2021: $3,822,423Expenses 2021: $685,566Net Income 2021: $3,136,8572021Revenue 2022: $3,665,046Expenses 2022: $776,781Net Income 2022: $2,888,2652022Revenue 2023: $2,026,735Expenses 2023: $576,802Net Income 2023: $1,449,9332023Revenue 2024: $3,982,437Expenses 2024: $626,128Net Income 2024: $3,356,3092024Revenue 2025: $7,642,335Expenses 2025: $1,036,565Net Income 2025: $6,605,7702025

Highlighted filing

2018

Revenue$1,478,651
Expenses$459,658
Net Income$1,018,993
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$6,004,342
Mission and Program Overview

Mission

Encourage and assist individuals and businesses to achieve their philantrhopic goals by accepting and receiving contributions; managing and growing foundation assets; and distributing and granting funds in accordance with the gift or determinations made by the board of directors.

Encourage and assist individuals and businesses to achieve their philanthropic goals by accepting and receiving contributions; managing and growing foundation assets; and distributing and granting funds in accordance with the gift or determinations made by the board of directors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,280,291$11,879,623▲ $6,599,332
Investments Other Securities$10,747,466$7,467,177▼ $3,280,289
Savings and Temporary Cash Investments$308,655$222,367▼ $86,288
Cash and Non-Interest-Bearing Accounts$20,828$49,662▲ $28,834
Land, Buildings, and Equipment, Net$7,118$10,088▲ $2,970
Pledges and Grants Receivable$6,068$5,241▼ $827
Total Assets$16,405,842$19,672,940▲ $3,267,098
Other Assets Total$35,416$38,782▲ $3,366
Liabilities
Other Liabilities$8,018,926$10,530,486▲ $2,511,560
Accounts Payable and Accrued Expenses$7,175$8,184▲ $1,009
Total Liabilities$8,026,101$10,538,670▲ $2,512,569
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,601,416$7,026,431▲ $425,015
Temporarily Rstr Net Assets$995,700$1,230,459▲ $234,759
Unrestricted Net Assets$782,625$877,380▲ $94,755
Total Net Assets Fund Balance$8,379,741$9,134,270▲ $754,529
Total Liabilities and Net Assets / Fund Balance$16,405,842$19,672,940▲ $3,267,098

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$10,088$53,625$63,713
Other Securities$1,028,143--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$7,593,791$400,788▲ $484,341$227,843$8,251,077
2017$6,828,329$247,049▲ $723,913$205,500$7,593,791
2016$6,263,084$871,511▼ $110,990$195,276$6,828,329
2015$6,273,587$232,759▼ $58,316$184,946$6,263,084
2014$5,349,769$383,045▲ $694,832$154,059$6,273,587
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melinda HaunExecutive Director/secretaryFT$67,566$67,566

Board Members and Trustees

NameTitle
Megan Maclaughlin-barckBoard Chair
David JankoskiImmediate Past Board Chair
Dean White1st Vice Chair
Lori Geissler2nd Vice Chair
Benjamin LaneDirector
David FishDirector
Jeanne BoisvertDirector
Linda BergenDirector
Michelle GoldenDirector
Neil MathwigDirector
Paul SalmTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$454,224
Program Service Revenue
$0
Investment Income
$912,374
Other Revenue
$112,053
All Other Contributions
$446,349
Change in Net Assets
$1,018,993

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 Traded3$91,651Fair Market Value (FMV)
Total Noncash Contributions3$91,651-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,478,651
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-260,682
Total Revenue per Audited Statements
$1,217,969
Total Revenue per Form 990
$1,478,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$231,116
Other Expenses$119,548
Salaries, Compensation, and Employee Benefits$108,994
Total Fundraising Expense$22,854
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$231,116--$231,116
Current Officers, Directors, Trustees, and Key Employees$57,486$16,425$8,212$82,123
Fees for Services Accounting$35,910$10,260$5,130$51,300
Office Expenses$23,115$6,605$3,302$33,022
Other Salaries and Wages$13,357$3,816$1,908$19,081
Information Technology$6,975$1,993$996$9,964
Payroll Taxes$5,453$1,558$779$7,790
Other Expenses$4,191$1,197$599$5,987
Advertising$2,622$749$375$3,746
Insurance$1,873$535$268$2,676
Conferences and Meetings$1,591$454$227$2,272
Depreciation Depletion$1,343$384$192$1,919
Total Functional Expenses$391,096$45,708$22,854$459,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$463,440
Expenses per Audited Statements$459,658
Total Expenses per Form 990$459,658
Expenses Not Reported on Form 990$3,782
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chippewa Falls ParksChippewa Falls, WI170(c)(1)To Be Used for Irvine Park, Purchase Annuals/perennials for Irvine Park, Restricted for the Purchase of and Permanent Identification Of, Indigenous Trees of Wisconsin Found in Irvine Park and the Maintenance and Upkeep of the Associated Trail, for the Care and Maintenance of Housing for the Monkeys, Capital Improvements at Gannon Field, to Be Used at the Discretion of the Organization$30,986
Mcdonell High School FoundationChippewa Falls, WI501(c)(3)To Be Used at the Discretion of the Organization and Macs Foundation$23,895
Chippewa County Humane Association IncChippewa Falls, WI501(c)(3)To Be Used at the Discretion of the Organization, Speed Queen Washing Machines$18,226
Chippewa Falls Area Senior CenterChippewa Falls, WI501(c)(3)To Be Used at the Discretion of the Organization, Senior Center Building Repair and Replacement$10,526
Chippewa County Historical SocietyChippewa Falls, WI501(c)(3)To Be Used at the Discretion of the Organization, Prizes for 4th Grade History Essay Contest, Future Chippewa Area Histroy Center$9,382
Mcdonell Area Catholic SchoolsChippewa Falls, WI501(c)(3)Joseph W. Joas Scholarship Fund, to Provide Two Annual Scholarships in Equal Amounts to Two Graduating Seniors Pursuing a Career in Music With an Emphasis on the Violin, Scholarship, School Physical Needs, Eduation and Technology, Tuition Assistance for a Family in Need$9,110
St Charles Borromeo Catholic ChurchChippewa Falls, WI501(c)(3)To Be Used at the Discretion of the Church, Future Fund.$7,934
First Presbyterian Church of Chippewa FallsChippewa Falls, WI501(c)(3)ENDOWMENT FUND IN HONOR AND IN MEMORY OF JOSEPH W. JOAS' MOTHER, CARRIE ZEITINGER JOAS, AND HIS SISTER, VIVIAN M. JOAS, TO BE USED AT THE DISCRETION OF THE ORGANIZATION$6,916
HOSPITAL SISTERS OF ST FRANCIS FOUNDATION-FRIENDS OF ST JOSEPH'S HOSPITALChippewa Falls, WI501(c)(3)DESIGNATED FOR ST. JOSEPH'S HOSPITAL HOSPICE, TO BE USED AT THE DISCRETION OF THE ORGANIZATION$6,846
Chippewa County Department of Public HealthChippewa Falls, WI170(c)(1)Car Seat Safety, Cribs for Kids, Western and Regional Center for Children With Special Health Care Needs Program$6,206
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,860
Fundraising Direct Expenses$3,782
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wine and Dine$16,735$8,860$3,782$5,078
Total Events$16,735$8,860$3,782$5,078
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment and Pass-through Funds$10,530,486
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A draft of form 990 is reviewed and approved by the executive committee of the board of directors before it is filed.”

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

“The community foundation of chippewa county consistently follows a policy of avoiding any conflict of interest or the appearance of any conflict of interest on the part of its board members and staff. On a yearly basis, the executive director of the community foundation distributes a conflict of interest questionnaire to all members of the board of directors and all staff personnel. Members and personnel are required to disclose all interests of his/herself and his/her spouse in organizations in which the community foundation may be affiliated. These questionnaires are then reviewed by the executive director for any potential conflicts of interest that may arise between members or personnel and potential grant recipients.”

Form 990, Part VI, Section B, Line 15

“The compensation of the executive director and other staff personnel are determined by the board of directors. The board of directors compares salaries of the positions within the community foundation to similiar salaries within similar organizations. Periodic performance reviews are also performed by the board of directors and aid in determining salary increases.”

Form 990, Part VI, Section C, Line 19

“The public may view governing documents, conflict of interest policies, and financial statements at the main office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Chippewa County
EIN
39-2024542
Phone
7157238125
Address
PO BOX 153, CHIPPEWA FALLS, WI 54729

Signing Officer

Name
Jill Herriges
Title
Executive Director
Phone
7157238125
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jill Herriges
Formed
2001
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
20

Preparer

Firm
Wipfli Llp
Address
4890 OWEN AYRES COURT SUITE 200, EAU CLAIRE, WI 54701
Preparer
Rob Ganschow CPA
Phone
7158323407
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There has been no change in the audit oversight process or selection process during the tax year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are managed to provide community grants and for making and/or providing program services in accordance with a donor's intent and consistent with the organization's mission.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses on 990 statement of revenue 3,782.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses on 990 statement of revenue 3,782.”

Raw XML AppendixShowing 400 of 647 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/ActivityOrMissionDesc0ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTHROPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1167566
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE PAST BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt72ND VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt81ST VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR/SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt07875
IRS990/FundraisingDirectExpensesAmt03782
IRS990/FundraisingGrossIncomeAmt08860
IRS990/GainOrLossGrp/SecuritiesAmt0698847
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0231116
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0231116
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0231116
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05220756
IRS990/GrossReceiptsAmt06004342
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0996
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01993
IRS990/InformationTechnologyGrp/ProgramServicesAmt06975
IRS990/InformationTechnologyGrp/TotalAmt09964
IRS990/InsuranceGrp/FundraisingAmt0268
IRS990/InsuranceGrp/ManagementAndGeneralAmt0535
IRS990/InsuranceGrp/ProgramServicesAmt01873
IRS990/InsuranceGrp/TotalAmt02676
IRS990/InvestmentIncomeGrp/ExclusionAmt0213527
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0213527
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010747466
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07467177
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05280291
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011879623
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt053625
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07118
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010088
IRS990/LandBldgEquipCostOrOtherBssAmt063713
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04521909
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ENCOURAGE AND ASSIST INDIVIDUALS AND BUSINESSES TO ACHIEVE THEIR PHILANTRHOPIC GOALS BY ACCEPTING AND RECEIVING CONTRIBUTIONS; MANAGING AND GROWING FOUNDATION ASSETS; AND DISTRIBUTING AND GRANTING FUNDS IN ACCORDANCE WITH THE GIFT OR DETERMINATIONS MADE BY THE BOARD OF DIRECTORS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt08379741
IRS990/NetAssetsOrFundBalancesEOYAmt09134270
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0698847
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0698847
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05078
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05078
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-264464
IRS990/NoncashContributionsAmt091651
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt03302
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06605
IRS990/OfficeExpensesGrp/ProgramServicesAmt023115
IRS990/OfficeExpensesGrp/TotalAmt033022
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt035416
IRS990/OtherAssetsTotalGrp/EOYAmt038782
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEMBERSHIP FEES AND DUE
IRS990/OtherExpensesGrp/Desc1ANNUAL MEETING
IRS990/OtherExpensesGrp/FundraisingAmt0866
IRS990/OtherExpensesGrp/FundraisingAmt1599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01732
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11197
IRS990/OtherExpensesGrp/ProgramServicesAmt06064
IRS990/OtherExpensesGrp/ProgramServicesAmt14191
IRS990/OtherExpensesGrp/TotalAmt08662
IRS990/OtherExpensesGrp/TotalAmt15987
IRS990/OtherLiabilitiesGrp/BOYAmt08018926
IRS990/OtherLiabilitiesGrp/EOYAmt010530486
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATION FEE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0106975
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0106975
IRS990/OtherRevenueTotalAmt0106975
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01908
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03816
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013357
IRS990/OtherSalariesAndWagesGrp/TotalAmt019081
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0779
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01558
IRS990/PayrollTaxesGrp/ProgramServicesAmt05453
IRS990/PayrollTaxesGrp/TotalAmt07790
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06601416
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07026431
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06068
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05241
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JILL HERRIGES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0275640
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0211676
IRS990/PYInvestmentIncomeAmt0714996
IRS990/PYOtherExpensesAmt087734
IRS990/PYOtherRevenueAmt094595
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0683629
IRS990/PYSalariesCompEmpBnftPaidAmt0102192
IRS990/PYTotalExpensesAmt0401602
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01085231
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01018993
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0106975
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0308655
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0222367
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0454224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0275640
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0890874
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0250098
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0398647
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02269483
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0213527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0216947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0194313
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0169718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0180600
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0975105
IRS990ScheduleA/PublicSupportCY170Pct00.68150
IRS990ScheduleA/PublicSupportPY170Pct00.69630
IRS990ScheduleA/PublicSupportTotal170Amt02211258
IRS990ScheduleA/SubstantialContributorsTotAmt058225
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0454224
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0275640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0890874
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0250098
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0398647
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02269483
IRS990ScheduleA/TotalSupportAmt03244588
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07593791
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0400788
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08251077
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0484341
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0227843
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06828329
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0247049
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07593791
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0723913
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0205500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt06263084
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0871511
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06828329
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-110990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0195276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06273587
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0232759
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt06263084
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-58316
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0184946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05349769
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0383045
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06273587
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0694832
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0154059
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0139253
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt040829
IRS990ScheduleD/DonorAdvisedFundsHeldCnt029
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt01860950
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt010088
IRS990ScheduleD/EquipmentGrp/DepreciationAmt053625
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063713
IRS990ScheduleD/ExpensesNotReportedAmt03782
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0459658
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-264464
IRS990ScheduleD/OtherExpensesIncludedAmt03782
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010530486
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY ENDOWMENT AND PASS-THROUGH FUNDS
IRS990ScheduleD/OtherRevenueAmt03782
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01336164
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11103486
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21481718
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31469337
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt41048329
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt51028143
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX STOCK FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EUROPACIFIC GROWTH FUND

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,672,940
Liabilities
$10,538,670
Net assets
$9,134,270
Revenue
$1,478,651
Expenses
$459,658
Net income
$1,018,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$11.0$25.8$7.64$1.04$6.61
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.2$9.74$18.5$3.98$0.63$3.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$8.76$17.1$2.03$0.58$1.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$11.8$15.0$3.67$0.78$2.89
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$13.1$14.7$3.82$0.69$3.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$10.8$9.90$2.20$0.79$1.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$11.3$9.71$1.58$0.57$1.00
2018Detailed filing. Detailed filing data is available for this year.$19.7$10.5$9.13$1.48$0.46$1.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.4$8.03$8.38$1.09$0.40$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.7$7.17$7.52$1.42$0.39$1.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$5.99$6.95$0.80$0.36$0.43
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$5.65$6.96$0.92$0.32$0.60
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$10.2$4.22$5.99$0.76$0.29$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.59$3.38$5.21$0.24
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$2.64$3.25$0.16