Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
990 • Fiscal year 2021 • EIN 39-6220899
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
19th percentile
Higher debt load relative to assets than 19% of similar nonprofits.
Liabilities / Revenue
55th percentile
Higher debt load relative to revenue than 55% of similar nonprofits.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
25th percentile
Higher top officer pay than 25% of similar nonprofits.
Top officer pay equals 6.7% of source-year revenue.
Asset Growth
79th percentile
Faster asset growth than 79% of similar nonprofits.
Revenue Growth
99th percentile
Faster revenue growth than 99% of similar nonprofits.
Assets
Up$35,811,479
Up $7,212,807 (+25%) from 2020
Net Assets
Up$35,036,024
Up $7,521,752 (+27%) from 2020
Liabilities
Down$775,455
Down $308,945 (-28%) from 2020
Revenue
Up$2,355,590
Up $2,138,141 (+983%) from 2020
Expenses
Down$957,220
Down $166,838 (-15%) from 2020
Net Income
Up$1,398,370
Up $2,304,979 (+254%) from 2020
To provide for the charitable needs of the Fort Atkinson Metropolitan Area.
To provide for the charitable needs of the fort atkinson metropolitan area
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $26,074,187 | $33,704,161 | ▲ $7,629,974 |
| Cash and Non-Interest-Bearing Accounts | $2,257,485 | $1,897,318 | ▼ $360,167 |
| Pledges and Grants Receivable | $267,000 | $210,000 | ▼ $57,000 |
| Total Assets | $28,598,672 | $35,811,479 | ▲ $7,212,807 |
| Liabilities | |||
| Grants Payable | $1,084,400 | $775,455 | ▼ $308,945 |
| Total Liabilities | $1,084,400 | $775,455 | ▼ $308,945 |
| Net Assets / Fund Balance | |||
| Net Assets With Donor Restrictions | $22,720,638 | $29,148,260 | ▲ $6,427,622 |
| Net Assets Without Donor Restrictions | $4,793,634 | $5,887,764 | ▲ $1,094,130 |
| Total Net Assets Fund Balance | $27,514,272 | $35,036,024 | ▲ $7,521,752 |
| Total Liabilities and Net Assets / Fund Balance | $28,598,672 | $35,811,479 | ▲ $7,212,807 |
| Name | Title | Base | Total |
|---|---|---|---|
| - | Trustee | $157,757 | $157,757 |
| Name | Title |
|---|---|
| Michael Bender | Chairman |
| Loren Gray | Vice Chairman |
| Lisa Caras | Director |
| Sally Koehler | Secretary |
| Sue Johnson | Treasurer |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 2 | $34,451 | Average Fair Market Value (FMV) |
| Total Noncash Contributions | 2 | $34,451 | - |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $656,026 |
| Other Expenses | $216,092 |
| Salaries, Compensation, and Employee Benefits | $85,102 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $333,325 | - | - | $333,325 |
| Grants to Domestic Orgs | $322,701 | - | - | $322,701 |
| Current Officers, Directors, Trustees, and Key Employees | - | $67,980 | - | $67,980 |
| Other Salaries and Wages | - | $9,180 | - | $9,180 |
| Office Expenses | - | $8,724 | - | $8,724 |
| Fees for Services Accounting | - | $7,823 | - | $7,823 |
| Payroll Taxes | - | $5,903 | - | $5,903 |
| Other Employee Benefits | - | $2,039 | - | $2,039 |
| Information Technology | - | $1,720 | - | $1,720 |
| Advertising | - | $1,243 | - | $1,243 |
| Fees for Services Other | - | $755 | - | $755 |
| Other Expenses | - | $463 | - | $463 |
| Total Functional Expenses | $656,026 | $301,194 | $0 | $957,220 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $957,220 |
| Expenses per Audited Statements | $779,856 |
| Total Expenses per Audited Statements | $779,856 |
| Expenses Not Reported on Financial Statements | $177,364 |
| Other Expense Adjustments | $177,364 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| City of Fort Atkinson | Fort Atkinson, WI | 501(c)(3) | Various City Improvement Projects | $106,856 |
| Fort Atkinson Base | Janesville, WI | 501(c)(3) | Various Programs | $45,000 |
| St Vincent | Fort Atkinson, WI | 501(c)(3) | Covid-19 Community Relief | $22,000 |
| Rock River Community Clinic | Fort Atkinson, WI | 501(c)(3) | Covid-19 Community Relief | $19,000 |
| Fort Atkinson Area Chamber of Commerce | Fort Atkinson, WI | 501(c)(3) | Various Programs | $17,800 |
| Parents Cooperative Preschool | Fort Atkinson, WI | 501(c)(3) | Various Programs | $17,128 |
| Gallup Foundation | Fort Atkinson, WI | 501(c)(3) | Covid-19 Community Relief | $15,000 |
| New Beginnnigs Apfv | Elkhorn, WI | 501(c)(3) | Covid-19 Community Relief | $14,000 |
| Bethel House | Whitewater, WI | 501(c)(3) | Covid-19 Community Relief | $10,000 |
| Jefferson County Literacy Council | Jefferson, WI | 501(c)(3) | Covid-19 Community Relief | $10,000 |
| Rock River Heritage | Fort Atkinson, WI | 501(c)(3) | Various Programs | $5,502 |
| School District of Fort Atkinson | Fort Atkinson, WI | 501(c)(3) | Various High School Projects | $5,158 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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.”
“There is no other committee that acts on behalf of the governing body”
“The 990 is prepared by the independent auditor and reviewed by the audit committee, then signed by the board chairman”
“A member of the board conducts an annual conflict of interest review and reports the results to the board of directors”
“All documents are available upon request at the foundation's business office. In addition, a detailed financial statement is published annually in the local newspaper.”
“No change in process from prior year”
“The foundation has evaluated for uncertain tax positions. Management has determined there are no uncertain tax positions as of june 30, 2021. Both federal and state tax returns remain open for examination by tax jurisdictions through their respective statutes of limitations.”
“TRUSTEE FEES”
“TRUSTEE FEES”
“Net investment expenses of 177,364”
“Net investment expenses of 177,364”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE FOR THE CHARITABLE NEEDS OF THE FORT ATKINSON METROPOLITAN AREA |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 1243 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 1243 |
| IRS990/AllOtherContributionsAmt | 0 | 1805524 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SUE HARTWICK |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9205633210 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 244 N MAIN ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | FORT ATKINSON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53538 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 2257485 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1897318 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 67980 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 67980 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1805524 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 656026 |
| IRS990/CYInvestmentIncomeAmt | 0 | 550066 |
| IRS990/CYOtherExpensesAmt | 0 | 216092 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1398370 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 85102 |
| IRS990/CYTotalExpensesAmt | 0 | 957220 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 2355590 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE 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/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 22720638 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 29148260 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 2 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 656026 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 7823 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 7823 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 755 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 755 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | BADGER BANK |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 1 | PREMIER BANK |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MICHAEL BENDER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LOREN GRAY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | SUE JOHNSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | SALLY KOEHLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | LISA CARAS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 19607 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 157757 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1973 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 5 |
| IRS990/GrantAmt | 0 | 656026 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 1084400 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 775455 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 333325 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 333325 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 322701 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 322701 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 2355590 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 5 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 1720 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 1720 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 550066 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 550066 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 26074187 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 33704161 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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 |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 27514272 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 35036024 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 6123382 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 4793634 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 5887764 |
| IRS990/NoncashContributionsAmt | 0 | 34451 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 8724 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8724 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 2039 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 2039 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRUSTEE FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | SOFTWARE FEES |
| IRS990/OtherExpensesGrp/Desc | 2 | RELATIONS |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 177364 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 18000 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 463 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 177364 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 18000 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 463 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 9180 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 9180 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 5903 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 5903 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 267000 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 210000 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MICHAEL BENDER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 456503 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 850997 |
| IRS990/PYInvestmentIncomeAmt | 0 | 720842 |
| IRS990/PYOtherExpensesAmt | 0 | 42744 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 210575 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 73029 |
| IRS990/PYTotalExpensesAmt | 0 | 966770 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1177345 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1398370 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 0 |
| IRS990ScheduleA/CommunityTrustInd | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 1805524 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 456503 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 563454 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 492691 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 615763 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 3933935 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 550066 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 633699 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 623116 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 531683 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 417073 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 2755637 |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.58810 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.53350 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 3933935 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 1805524 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 456503 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 563454 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 492691 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 615763 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 3933935 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 6689572 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/DisclosedForCharitablePrpsInd | 0 | 1 |
| IRS990ScheduleD/DisclosedOrgLegCtrlInd | 0 | 1 |
| IRS990ScheduleD/DonorAdvisedFundsContriAmt | 0 | 13866 |
| IRS990ScheduleD/DonorAdvisedFundsGrantsAmt | 0 | 17800 |
| IRS990ScheduleD/DonorAdvisedFundsHeldCnt | 0 | 8 |
| IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt | 0 | 1674967 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 177364 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 779856 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 6123381 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 177364 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 177364 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 6123381 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 177364 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 2178226 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION HAS EVALUATED FOR UNCERTAIN TAX POSITIONS. MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2021. BOTH FEDERAL AND STATE TAX RETURNS REMAIN OPEN FOR EXAMINATION BY TAX JURISDICTIONS THROUGH THEIR RESPECTIVE STATUTES OF LIMITATIONS. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | TRUSTEE FEES |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | TRUSTEE FEES |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 3 | NET INVESTMENT EXPENSES OF 177,364 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 4 | NET INVESTMENT EXPENSES OF 177,364 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART XI, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | PART XII, LINE 4B - OTHER ADJUSTMENTS: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | PART XI, LINE 4B - OTHER ADJUSTMENTS |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | PART XII, LINE 4B - OTHER ADJUSTMENTS |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 957220 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 2355590 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 8301607 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 779856 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 333325 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIPS - DETAIL TO BE PROVIDED UPON REQUEST |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 108 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 106856 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 5158 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 45000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 17128 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 22000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 19000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 17800 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 14000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 15000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 10000 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 5502 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 8 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 9 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 10 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 11 | 501(C)(3) |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | VARIOUS CITY IMPROVEMENT PROJECTS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | VARIOUS HIGH SCHOOL PROJECTS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | VARIOUS PROGRAMS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | VARIOUS PROGRAMS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | COVID-19 COMMUNITY RELIEF |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | COVID-19 COMMUNITY RELIEF |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | VARIOUS PROGRAMS |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | COVID-19 COMMUNITY RELIEF |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | COVID-19 COMMUNITY RELIEF |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | COVID-19 COMMUNITY RELIEF |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 10 | COVID-19 COMMUNITY RELIEF |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 11 | VARIOUS PROGRAMS |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | CITY OF FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | SCHOOL DISTRICT OF FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | FORT ATKINSON BASE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | PARENTS COOPERATIVE PRESCHOOL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | ST VINCENT |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | ROCK RIVER COMMUNITY CLINIC |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | FORT ATKINSON AREA CHAMBER OF COMMERCE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 7 | NEW BEGINNNIGS APFV |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 8 | GALLUP FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 9 | BETHEL HOUSE |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 10 | JEFFERSON COUNTY LITERACY COUNCIL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 11 | ROCK RIVER HERITAGE |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 396005451 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 1 | 396008361 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 2 | 391645796 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 3 | 391374848 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 4 | 261126580 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 5 | 205297560 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 6 | 390286155 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 7 | 391315379 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 8 | 471582030 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 9 | 391814447 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 10 | 391867925 |
| IRS990ScheduleI/RecipientTable/RecipientEIN | 11 | 453576912 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 0 | 244 N MAIN ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 1 | 1000 HARRIETT ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 2 | 200 W COURT ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 3 | 320 S MAIN ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 4 | 1525 SUMMIT DR STE 4 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 5 | 520 HANDEYSIDE LN STE 4 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 6 | 244 N MAIN ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 7 | 20 N CHURCH ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 8 | 314 MADISON AVE |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 9 | 130 S CHURCH ST |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 10 | 218 S WISCONSIN DR STE 9 |
| IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt | 11 | 211 S WATER ST E |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 1 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 2 | JANESVILLE |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 3 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 4 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 5 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 6 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 7 | ELKHORN |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 8 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 9 | WHITEWATER |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 10 | JEFFERSON |
| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 11 | FORT ATKINSON |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 1 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 2 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 3 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 4 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 5 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 6 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 7 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 8 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 9 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 10 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 11 | WI |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 53538 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 1 | 53538 |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 2 | 53548 |
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Displayed year
2021 • Form 990Detailed filing. Detailed filing data is available for this year.
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