Civic Intelligence

Community Foundation of Jo Daviess

EIN 81-4961714 • 501(c)3 • Elizabeth, IL

Profile

The community foundation of jo daviess county fosters giving to improve the lives of the people in jo daviess county through financial support and the strengthing of the nonprofit sector and community organizations in the county by insipring philanthropy.

PO Box 77Elizabeth, IL 61028

cfjodaviess.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$20,850

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

34%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

34%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,659,182

Up $419,534 (+34%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,659,182

Up $419,534 (+34%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$587,698

Up $149,276 (+34%) from 2023

Expenses

Up

$235,722

Up $41,907 (+22%) from 2023

Net Income

Up

$351,976

Up $107,369 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2018: $5,753Liabilities 2018: $02018Assets 2019: $118,189Liabilities 2019: $0Net Assets 2019: $118,1892019Assets 2020: $817,687Liabilities 2020: $426,350Net Assets 2020: $391,3372020Assets 2021: $1,514,374Liabilities 2021: $0Net Assets 2021: $1,514,3742021Assets 2022: $1,007,065Liabilities 2022: $0Net Assets 2022: $1,007,0652022Assets 2023: $1,239,648Liabilities 2023: $0Net Assets 2023: $1,239,6482023Assets 2024: $1,659,182Liabilities 2024: $0Net Assets 2024: $1,659,1822024

Highlighted filing

2024

Assets$1,659,182
Liabilities$0
Net Assets$1,659,182
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2018: $1,025Expenses 2018: $5,478Net Income 2018: -$4,4532018Revenue 2019: $114,580Expenses 2019: $4,644Net Income 2019: $109,9362019Revenue 2020: $222,275Expenses 2020: $3,471Net Income 2020: $218,8042020Revenue 2021: $763,887Expenses 2021: $91,777Net Income 2021: $672,1102021Revenue 2022: $307,258Expenses 2022: $814,567Net Income 2022: -$507,3092022Revenue 2023: $438,422Expenses 2023: $193,815Net Income 2023: $244,6072023Revenue 2024: $587,698Expenses 2024: $235,722Net Income 2024: $351,9762024

Highlighted filing

2024

Revenue$587,698
Expenses$235,722
Net Income$351,976
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,659,182
Liabilities
$0
Net assets
$1,659,182
Revenue
$587,698
Expenses
$235,722
Net income
$351,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.59$0.24$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.44$0.19$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.31$0.81$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.76$0.09$0.67
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.43$0.39$0.22$0.00$0.22
2019Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.11$0.00$0.11
2018Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Gross Receipts
$681,666
Mission and Program Overview

Mission

The community foundation of jo daviess county fosters giving to improve the lives of the people in jo daviess county through financial support and the strengthening of the nonprofit sector and community organizations in the county by inspiring philantrophy.

The community foundation of jo daviess county fosters giving to improve the lives of the people in northwestern illinois.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$702,726$866,838▲ $164,112
Savings and Temporary Cash Investments$407,547$750,575▲ $343,028
Cash and Non-Interest-Bearing Accounts$129,375$41,769▼ $87,606
Total Assets$1,239,648$1,659,182▲ $419,534
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,239,648$1,659,182▲ $419,534
Total Net Assets Fund Balance$1,239,648$1,659,182▲ $419,534
Total Liabilities and Net Assets / Fund Balance$1,239,648$1,659,182▲ $419,534
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eric DregnePresidentPT$20,850$20,850

Board Members and Trustees

NameTitle
Bridgette StocksBoard Chairp
Tom HeidenreichVice Chair
Erin MurphyDirector
Mark EinsweilerDirector
Mary StaynerDirector
Mike WellsDirector
Nathan GreinerSecretary
Joel HollandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$543,679
Program Service Revenue
$0
Investment Income
$44,019
Other Revenue
$0
All Other Contributions
$543,679
Change in Net Assets
$351,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$573,251
Revenue Not Reported on Financial Statements
$14,447
Revenue Not Reported on Form 990
$44,594
Other Revenue Adjustments
$14,447
Total Revenue per Audited Statements
$617,845
Total Revenue per Form 990
$587,698
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$163,677
Other Expenses$72,045
Total Fundraising Expense$11,845
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$131,427--$131,427
Grants to Domestic Individuals$32,250--$32,250
Advertising$11,845-$11,845$23,690
Fees for Services Management$11,268$11,267-$22,535
Fees for Services Accounting-$8,400-$8,400
Information Technology-$5,897-$5,897
Fees for Service Investment Mgmnt Fees$4,087--$4,087
Other Expenses$6,325$115-$115
Office Expenses-$25-$25
Total Functional Expenses$197,202$26,675$11,845$235,722

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$235,722
Expenses per Audited Statements$225,056
Total Expenses per Audited Statements$225,056
Expenses Not Reported on Financial Statements$10,666
Other Expense Adjustments$10,666
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cte Academy---$105,218
Jo Daviess County Future Fund---$10,149
Jo Daviess County Youth Fund---$9,260
Donor Advised---$5,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Discussion and review takes place at a board meeting before the return is filed.”

Form 990, Page 6, Part VI, Line 19

“Copies of all documents are available for inspection at the administrative office located in galena, illinois.”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Jo Daviess
EIN
81-4961714
Phone
8157776300
Address
PO BOX 77, ELIZABETH, IL 61028

Signing Officer

Name
Joel Holland
Title
Treasurer
Phone
8152810061
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Holland
Formed
2016
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
10

Preparer

Firm
Lucas Group Cpas Advisors Pllc
Address
1753 S WEST AVE, FREEPORT, IL 61032-6709
Preparer
Daniel Rowe
Phone
8152359610
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The community foundation of jo daviess county fosters giving to improve the lives of the people in jo daviess county through financial support and the strengthing of the nonprofit sector and community organizations in the county by insipring philanthropy.”

Form 990, Page 2, Part III, Line 4D

“Program expenses to carry out foundation mission”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation evaluates its uncertain tax provisions on an annual basis, and there have been no recorded uncertain tax provisions. Therefore, no provision or liability for income taxes has been included in the financial statements.”

Schedule D, Page 4, Part XI, Line 2D

“Agency fund unrealized g/l subtracted on audit -22,964”

Schedule D, Page 4, Part XI, Line 4B

“Agency fund investment income not reported in audit 11,631 invest mgr fees shown net of inv income on audit 2,816”

Schedule D, Page 4, Part XII, Line 4B

“Invest mgr fees shown net of inv income on audit 2,816 agency fund inv mgr fees not reported on audit 1,271 agency fund admin fees not reported on audit 6,579”

Raw XML AppendixShowing 400 of 408 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/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0750575
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 27,660
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0417297
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0295541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0739796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0216283
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02212596
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt030025
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017652
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011717
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06810
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt066204
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt027660
IRS990ScheduleA/OtherIncome170Grp/TotalAmt027660
IRS990ScheduleA/PublicSupportCY170Pct00.95930
IRS990ScheduleA/PublicSupportPY170Pct00.96540
IRS990ScheduleA/PublicSupportTotal170Amt02212596
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0543679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0417297
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0295541
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0739796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0216283
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02212596
IRS990ScheduleA/TotalSupportAmt02306460
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt016131
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt05700
IRS990ScheduleD/DonorAdvisedFundsHeldCnt04
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt065771
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010666
IRS990ScheduleD/ExpensesSubtotalAmt0225056
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt067558
IRS990ScheduleD/OtherExpensesNotIncludedAmt010666
IRS990ScheduleD/OtherRevenueAmt0-22964
IRS990ScheduleD/OtherRevenuesNotIncludedAmt014447
IRS990ScheduleD/RevenueNotReportedAmt044594
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014447
IRS990ScheduleD/RevenueSubtotalAmt0573251
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES ITS UNCERTAIN TAX PROVISIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX PROVISIONS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1AGENCY FUND UNREALIZED G/L SUBTRACTED ON AUDIT -22,964
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2AGENCY FUND INVESTMENT INCOME NOT REPORTED IN AUDIT 11,631 INVEST MGR FEES SHOWN NET OF INV INCOME ON AUDIT 2,816
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVEST MGR FEES SHOWN NET OF INV INCOME ON AUDIT 2,816 AGENCY FUND INV MGR FEES NOT REPORTED ON AUDIT 1,271 AGENCY FUND ADMIN FEES NOT REPORTED ON AUDIT 6,579
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleD/TotalRevenuePerForm990Amt0587698
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IRS990ScheduleI/RecipientTable/CashGrantAmt15700
IRS990ScheduleI/RecipientTable/CashGrantAmt210149
IRS990ScheduleI/RecipientTable/CashGrantAmt39260
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CTE ACADEMY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DONOR ADVISED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JO DAVIESS COUNTY FUTURE FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3JO DAVIESS COUNTY YOUTH FUND
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMMUNITY FOUNDATION OF JO DAVIESS COUNTY FOSTERS GIVING TO IMPROVE THE LIVES OF THE PEOPLE IN JO DAVIESS COUNTY THROUGH FINANCIAL SUPPORT AND THE STRENGTHING OF THE NONPROFIT SECTOR AND COMMUNITY ORGANIZATIONS IN THE COUNTY BY INSIPRING PHILANTHROPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES TO CARRY OUT FOUNDATION MISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSION AND REVIEW TAKES PLACE AT A BOARD MEETING BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF ALL DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE ADMINISTRATIVE OFFICE LOCATED IN GALENA, ILLINOIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalAssetsEOYAmt01659182
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197202
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235722
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01239648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01659182
IRS990/TotalOtherProgSrvcExpenseAmt072575
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0587698
IRS990/TotalVolunteersCnt010
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IRS990/WebsiteAddressTxt0CFJODAVIESS.ORG
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL HOLLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08152810061
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF JO DAVIESS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0814961714
ReturnHeader/Filer/PhoneNum08157776300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 77
ReturnHeader/Filer/USAddress/CityNm0ELIZABETH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273238017
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUCAS GROUP CPAS ADVISORS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01753 S WEST AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FREEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0610326709

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