Civic Intelligence

Fort Atkinson Community Foundation

EIN 39-6220899 • 501(c)3 • Fort Atkinson, WI

Profile

To provide for the charitable needs of the Fort Atkinson Metropolitan Area.

244 North Main StreetFort Atkinson, WI 53538

www.fortfoundation.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.07x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

78th percentile

1.01x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

3rd percentile

-90%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

9th percentile

$0

Higher top officer pay than 9% of similar nonprofits.

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

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

52nd percentile

5.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$41,905,451

Up $2,212,999 (+5.6%) from 2024

Liabilities

Up

$2,919,527

Up $1,859,345 (+175%) from 2024

Net Assets

Up

$38,985,924

Up $353,654 (+0.9%) from 2024

Operations
Liabilities / Revenue78th percentileNet Margin3rd percentile

Revenue

Up

$2,882,547

Up $781,655 (+37%) from 2024

Expenses

Up

$5,465,238

Up $4,321,907 (+378%) from 2024

Net Income

Down

-$2,582,691

Down $3,540,252 (-370%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$60M$40M$20M$0Assets 2011: $19,882,637Liabilities 2011: $1,799,157Net Assets 2011: $18,083,4802011Assets 2012: $20,004,392Liabilities 2012: $1,244,892Net Assets 2012: $18,759,5002012Assets 2013: $21,583,830Liabilities 2013: $837,476Net Assets 2013: $20,746,3542013Assets 2014: $23,916,745Liabilities 2014: $1,180,049Net Assets 2014: $22,736,6962014Assets 2015: $22,469,454Liabilities 2015: $673,476Net Assets 2015: $21,795,9782015Assets 2016: $22,756,498Liabilities 2016: $525,326Net Assets 2016: $22,231,1722016Assets 2017: $25,248,506Liabilities 2017: $590,036Net Assets 2017: $24,658,4702017Assets 2018: $27,239,704Liabilities 2018: $745,378Net Assets 2018: $26,494,3262018Assets 2019: $28,361,850Liabilities 2019: $1,058,153Net Assets 2019: $27,303,6972019Assets 2020: $28,598,672Liabilities 2020: $1,084,400Net Assets 2020: $27,514,2722020Assets 2021: $35,811,479Liabilities 2021: $775,455Net Assets 2021: $35,036,0242021Assets 2022: $32,304,727Liabilities 2022: $1,194,645Net Assets 2022: $31,110,0822022Assets 2023: $34,862,486Liabilities 2023: $966,519Net Assets 2023: $33,895,9672023Assets 2024: $39,692,452Liabilities 2024: $1,060,182Net Assets 2024: $38,632,2702024Assets 2025: $41,905,451Liabilities 2025: $2,919,527Net Assets 2025: $38,985,9242025

Highlighted filing

2025

Assets$41,905,451
Liabilities$2,919,527
Net Assets$38,985,924
Open 2025 Filing

Operations Trend

Revenue Growth82nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,977,817Expenses 2011: $2,172,084Net Income 2011: -$194,2672011Revenue 2012: $1,792,315Expenses 2012: $655,268Net Income 2012: $1,137,0472012Revenue 2013: $2,163,743Expenses 2013: $696,119Net Income 2013: $1,467,6242013Revenue 2014: $2,687,354Expenses 2014: $1,619,139Net Income 2014: $1,068,2152014Revenue 2015: $1,681,081Expenses 2015: $1,775,950Net Income 2015: -$94,8692015Revenue 2016: $1,407,989Expenses 2016: $703,559Net Income 2016: $704,4302016Revenue 2017: $1,609,413Expenses 2017: $772,665Net Income 2017: $836,7482017Revenue 2018: $6,022,469Expenses 2018: $1,060,958Net Income 2018: $4,961,5112018Revenue 2019: $726,798Expenses 2019: $1,125,243Net Income 2019: -$398,4452019Revenue 2020: $217,449Expenses 2020: $1,124,058Net Income 2020: -$906,6092020Revenue 2021: $2,355,590Expenses 2021: $957,220Net Income 2021: $1,398,3702021Revenue 2022: $2,218,885Expenses 2022: $1,369,511Net Income 2022: $849,3742022Revenue 2023: $1,080,379Expenses 2023: $942,322Net Income 2023: $138,0572023Revenue 2024: $2,100,892Expenses 2024: $1,143,331Net Income 2024: $957,5612024Revenue 2025: $2,882,547Expenses 2025: $5,465,238Net Income 2025: -$2,582,6912025

Highlighted filing

2025

Revenue$2,882,547
Expenses$5,465,238
Net Income-$2,582,691
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,905,451
Liabilities
$2,919,527
Net assets
$38,985,924
Revenue
$2,882,547
Expenses
$5,465,238
Net income
-$2,582,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$41.9$2.92$39.0$2.88$5.47$2.58
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.7$1.06$38.6$2.10$1.14$0.96
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.9$0.97$33.9$1.08$0.94$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.3$1.19$31.1$2.22$1.37$0.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$0.78$35.0$2.36$0.96$1.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$1.08$27.5$0.22$1.12$0.91
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$1.06$27.3$0.73$1.13$0.40
2018Summary only. Only limited summary data is available for this year.$27.2$0.75$26.5$6.02$1.06$4.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.59$24.7$1.61$0.77$0.84
2016Detailed filing. Detailed filing data is available for this year.$22.8$0.53$22.2$1.41$0.70$0.70
2015Summary only. Only limited summary data is available for this year.$22.5$0.67$21.8$1.68$1.78$0.09
2014Summary only. Only limited summary data is available for this year.$23.9$1.18$22.7$2.69$1.62$1.07
2013Summary only. Only limited summary data is available for this year.$21.6$0.84$20.7$2.16$0.70$1.47
2012Summary only. Only limited summary data is available for this year.$20.0$1.24$18.8$1.79$0.66$1.14
2011Summary only. Only limited summary data is available for this year.$19.9$1.80$18.1$1.98$2.17$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 15, 2026
Return Version
2024v5.5
Gross Receipts
$2,882,547
Mission and Program Overview

Mission

To receive donations for educational, cultural, charitable, or benevolent purposes and use them to benefit our residents and enhance the quality of life in the fort atkinson area

To provide for the charitable needs of the fort atkinson metropolitan area

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,519,291$40,406,705▲ $3,887,414
Cash and Non-Interest-Bearing Accounts$3,140,161$1,489,379▼ $1,650,782
Pledges and Grants Receivable$30,000$6,000▼ $24,000
Total Assets$39,692,452$41,905,451▲ $2,212,999
Other Assets Total$3,000$3,367▲ $367
Liabilities
Grants Payable$1,057,182$2,916,160▲ $1,858,978
Other Liabilities$3,000$3,367▲ $367
Total Liabilities$1,060,182$2,919,527▲ $1,859,345
Net Assets / Fund Balance
Net Assets With Donor Restrictions$32,884,633$33,056,717▲ $172,084
Net Assets Without Donor Restrictions$5,747,637$5,929,207▲ $181,570
Total Net Assets Fund Balance$38,632,270$38,985,924▲ $353,654
Total Liabilities and Net Assets / Fund Balance$39,692,452$41,905,451▲ $2,212,999
Compensation and Service Providers
Top Officer Pay9th percentile

Board Members and Trustees

NameTitle
Lisa CarasChairman
Sally KoehlerPast Chairman
James SchulenburgVice Chairman
Whitney TownsendDirector
Robert CassidaySecretary
Bonnie GeyerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,840,333
Program Service Revenue
$0
Investment Income
$1,042,214
Other Revenue
$0
All Other Contributions
$1,840,333
Change in Net Assets
$-2,582,691

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,666,597
Revenue Not Reported on Financial Statements
$215,951
Revenue Not Reported on Form 990
$2,936,344
Other Revenue Adjustments
$215,951
Total Revenue per Audited Statements
$5,602,941
Total Revenue per Form 990
$2,882,548
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,101,676
Other Expenses$266,624
Salaries, Compensation, and Employee Benefits$96,938
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,673,141--$4,673,141
Grants to Domestic Individuals$428,535--$428,535
Current Officers, Directors, Trustees, and Key Employees-$83,529-$83,529
Fees for Services Accounting-$11,449-$11,449
Office Expenses-$6,915-$6,915
Payroll Taxes-$6,790-$6,790
Other Salaries and Wages-$5,129-$5,129
Occupancy-$3,000-$3,000
Insurance-$2,153-$2,153
Other Employee Benefits-$1,388-$1,388
Other Expenses-$1,028-$1,028
All Other Expenses-$792-$792
Advertising-$484-$484
Comp Disqual Persons-$102-$102
Total Functional Expenses$5,101,676$363,562$0$5,465,238

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,465,238
Expenses per Audited Statements$5,249,287
Total Expenses per Audited Statements$5,249,287
Expenses Not Reported on Financial Statements$215,951
Other Expense Adjustments$215,951
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Badgerland After School Enrichment ProgramFort Atkinson, WI501(c)(3)Various Programs$2,333,200
City of Fort AtkinsonFort Atkinson, WI501(c)(3)Various City Improvement Projects$132,000
Habitat for Humanity of Waukesha CountyWaukesha, WI501(c)(3)Various Programs$132,000
Homeless Coalition of Fort AtkinsonFort Atkinson, WI501(c)(3)Various Programs$100,500
Rock River HeritageFort Atkinson, WI501(c)(3)Various Programs$58,110
Rock River Community ClinicFort Atkinson, WI501(c)(3)Various Programs$50,000
Community Action Coalition of South Central WisconsinMadison, WI501(c)(3)Various Programs$10,000
Friends of Pbs WisonsinMadison, WI501(c)(3)Various Programs$10,000
Fort Atkinson Beautification CouncilFort Atkinson, WI501(c)(3)Various Programs$9,500
Evergreen CemeteryFort Atkinson, WI501(c)(3)Various Programs$6,540
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
Operating Lease Liability$3,367
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
No
Other officer compensation reviewed
No
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 A, Line 7A

“There are five directors of this foundation, each serves for a five-year term. They are all staggered terms, so only one new director is appointed each year. Each director is appointed by a different facet of the fort atkinson community, and is not a representative of the organization that appoints the director.”

Form 990, Part VI, Section A, Line 8B

“There is no other committee that acts on behalf of the governing body”

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

“The 990 is prepared by the independent auditor and reviewed by the audit committee, then signed by the board chairman”

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

“A member of the board conducts an annual conflict of interest review and reports the results to the board of directors”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request at the foundation's business office. In addition, an ad is published annually in the local newspaper directing people to our annual impact report on our website which includes a financial statements.”

Filing and Contact Details

Filer

Filer Name
Fort Atkinson Community Foundation
EIN
39-6220899
Phone
9205633210
Address
244 NORTH MAIN STREET, FORT ATKINSON, WI 53538

Signing Officer

Name
Lisa Caras
Title
Chairman
Phone
9205633210
Signed
2026-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Caras
Formed
1973
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Mbe Cpas Llp
Address
100 WILBURN RD STE 103 PO BOX 190, SUN PRAIRIE, WI 53590
Preparer
Doug Gross CPA
Phone
6088372584
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process from prior year”

Financial Statement Notes

PART X, LINE 2:

“The foundation has evaluated for uncertain tax positions. Management has determined there are no uncertain tax positions as of june 30, 2025. Both federal and state tax returns remain open for examination by tax jurisdictions through their respective statutes of limitations.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“TRUSTEE FEES”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“TRUSTEE FEES”

Part XI, Line 4B - Other Adjustments

“Net investment expenses of 215,951”

Part XII, Line 4B - Other Adjustments

“Net investment expenses of 170,087”

Raw XML AppendixShowing 400 of 503 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FOR THE CHARITABLE NEEDS OF THE FORT ATKINSON METROPOLITAN AREA
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0484
IRS990/AdvertisingGrp/TotalAmt0484
IRS990/AllOtherContributionsAmt01840333
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0792
IRS990/AllOtherExpensesGrp/TotalAmt0792
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BONNIE GEYER
IRS990/BooksInCareOfDetail/PhoneNum09205633210
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0244 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0FORT ATKINSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053538
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IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03140161
IRS990/CashNonInterestBearingGrp/EOYAmt01489379
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt083529
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt083529
IRS990/CompDisqualPersonsGrp/ManagementAndGeneralAmt0102
IRS990/CompDisqualPersonsGrp/TotalAmt0102
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01840333
IRS990/CYGrantsAndSimilarPaidAmt05101676
IRS990/CYInvestmentIncomeAmt01042214
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IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2582691
IRS990/CYSalariesCompEmpBnftPaidAmt096938
IRS990/CYTotalExpensesAmt05465238
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02882547
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND EQUIPMENT, BUT NOT OPERATING EXPENSES.
IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRestrictionNetAssetsGrp/EOYAmt033056717
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt05101676
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011449
IRS990/FeesForServicesAccountingGrp/TotalAmt011449
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IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0SALLY KOEHLER
IRS990/Form990PartVIISectionAGrp/PersonNm1LISA CARAS
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES SCHULENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm3BONNIE GEYER
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT CASSIDAY
IRS990/Form990PartVIISectionAGrp/PersonNm5WHITNEY TOWNSEND
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/FSAuditedInd01
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IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt05101676
IRS990/GrantsPayableGrp/BOYAmt01057182
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01042214
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01042214
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036519291
IRS990/InvestmentsPubTradedSecGrp/EOYAmt040406705
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RECEIVE DONATIONS FOR EDUCATIONAL, CULTURAL, CHARITABLE, OR BENEVOLENT PURPOSES AND USE THEM TO BENEFIT OUR RESIDENTS AND ENHANCE THE QUALITY OF LIFE IN THE FORT ATKINSON AREA
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt038632270
IRS990/NetAssetsOrFundBalancesEOYAmt038985924
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02936344
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05747637
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05929207
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03000
IRS990/OccupancyGrp/TotalAmt03000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06915
IRS990/OfficeExpensesGrp/TotalAmt06915
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03000
IRS990/OtherAssetsTotalGrp/EOYAmt03367
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01388
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01388
IRS990/OtherExpensesGrp/Desc0TRUSTEES FEES
IRS990/OtherExpensesGrp/Desc1SOFTWARE FEES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3WEBSITE COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0215951
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122648
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22204
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31028
IRS990/OtherExpensesGrp/TotalAmt0215951
IRS990/OtherExpensesGrp/TotalAmt122648
IRS990/OtherExpensesGrp/TotalAmt22204
IRS990/OtherExpensesGrp/TotalAmt31028
IRS990/OtherLiabilitiesGrp/BOYAmt03000
IRS990/OtherLiabilitiesGrp/EOYAmt03367
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt05129
IRS990/OtherSalariesAndWagesGrp/TotalAmt05129
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06790
IRS990/PayrollTaxesGrp/TotalAmt06790
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt06000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LISA CARAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01253377
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0785146
IRS990/PYInvestmentIncomeAmt0847515
IRS990/PYOtherExpensesAmt0242977
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0957561
IRS990/PYSalariesCompEmpBnftPaidAmt0115208
IRS990/PYTotalExpensesAmt01143331
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02100892
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-2582691
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01840333
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01253377
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0331877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01650201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01805524
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt06881312
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01042214
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0847516
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0748502
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0568685
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0550066
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03756983
IRS990ScheduleA/PublicSupportCY170Pct00.64680
IRS990ScheduleA/PublicSupportPY170Pct00.62150
IRS990ScheduleA/PublicSupportTotal170Amt06881312
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01840333
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01253377
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0331877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01650201
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01805524
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06881312
IRS990ScheduleA/TotalSupportAmt010638295
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0601977
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt02842699
IRS990ScheduleD/DonorAdvisedFundsHeldCnt077
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt037267676
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0215951
IRS990ScheduleD/ExpensesSubtotalAmt05249287
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02936344
IRS990ScheduleD/OtherExpensesNotIncludedAmt0215951
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03367
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0215951
IRS990ScheduleD/RevenueNotReportedAmt02936344
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0215951
IRS990ScheduleD/RevenueSubtotalAmt02666597
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS EVALUATED FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2025. BOTH FEDERAL AND STATE TAX RETURNS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS THROUGH THEIR RESPECTIVE STATUTES OF LIMITATIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRUSTEE FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2TRUSTEE FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3NET INVESTMENT EXPENSES OF 215,951
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4NET INVESTMENT EXPENSES OF 170,087
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XI, LINE 4B - OTHER ADJUSTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XII, LINE 4B - OTHER ADJUSTMENTS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05465238
IRS990ScheduleD/TotalLiabilityAmt03367
IRS990ScheduleD/TotalRevenuePerForm990Amt02882548
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05602941
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05249287
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0428535
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS - DETAIL TO BE PROVIDED UPON REQUEST
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0142
IRS990ScheduleI/RecipientTable/CashGrantAmt0132000
IRS990ScheduleI/RecipientTable/CashGrantAmt12333200
IRS990ScheduleI/RecipientTable/CashGrantAmt258110
IRS990ScheduleI/RecipientTable/CashGrantAmt350000
IRS990ScheduleI/RecipientTable/CashGrantAmt4100500
IRS990ScheduleI/RecipientTable/CashGrantAmt5132000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/CashGrantAmt79500
IRS990ScheduleI/RecipientTable/CashGrantAmt86540
IRS990ScheduleI/RecipientTable/CashGrantAmt910000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
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/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt80
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt90
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0VARIOUS CITY IMPROVEMENT PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9VARIOUS PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CITY OF FORT ATKINSON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BADGERLAND AFTER SCHOOL ENRICHMENT PROGRAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROCK RIVER HERITAGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ROCK RIVER COMMUNITY CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HOMELESS COALITION OF FORT ATKINSON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HABITAT FOR HUMANITY OF WAUKESHA COUNTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6COMMUNITY ACTION COALITION OF SOUTH CENTRAL WISCONSIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7FORT ATKINSON BEAUTIFICATION COUNCIL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8EVERGREEN CEMETERY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9FRIENDS OF PBS WISONSIN
IRS990ScheduleI/RecipientTable/RecipientEIN0396005451
IRS990ScheduleI/RecipientTable/RecipientEIN1391645796
IRS990ScheduleI/RecipientTable/RecipientEIN2453576912
IRS990ScheduleI/RecipientTable/RecipientEIN3205297560
IRS990ScheduleI/RecipientTable/RecipientEIN4842611677
IRS990ScheduleI/RecipientTable/RecipientEIN5391642114
IRS990ScheduleI/RecipientTable/RecipientEIN6391053827
IRS990ScheduleI/RecipientTable/RecipientEIN7237014745
IRS990ScheduleI/RecipientTable/RecipientEIN8390268700
IRS990ScheduleI/RecipientTable/RecipientEIN9237300462
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0244 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11233 JANESVILLE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2211 S WATER ST E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3520 HANDEYSIDE LN STE 4
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 785
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt52020 SPRINGDALE RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt64101 EAST TOWNE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7110 RADLOFF STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt81105 N MAIN ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9821 UNIVERSITY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm4FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5WAUKESHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6MADISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm7FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm8FORT ATKINSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm9MADISON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd7WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd8WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd9WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053538

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