Skip to content
Nonprofiteer
← THE STATELINE COMMUNITY FOUNDATION INC

Form 990 for tax year 2022

Filed by THE STATELINE COMMUNITY FOUNDATION INC.

Totals

Total revenue
$1,167,440
Total expenses
$1,143,427
Contributions and grants received
$632,141
Grants paid
$485,960
Program service revenue
$13,216
Investment income
$522,083
Other revenue
$0
Total assets, end of year
$13,245,352
Total liabilities, end of year
$1,136,357
Net assets or fund balances, end of year
$12,108,995
Program services expenses (Part IX)
$674,726
Management and general expenses
$289,360
Fundraising expenses
$179,341
Program service expenses (Part III)
$674,726

Program services were 59.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $632,141

  • 1g · Noncash contributions included above

    $2,000

  • 2a · Program service revenue: MANAGEMENT FEES

    total $13,216 · related or exempt $13,216

  • 3 · Investment income

    total $252,829 · excluded $252,829

  • 7a · Gross sales of assets other than inventory

    securities $6,946,269

  • 7b · Less cost or other basis and sales expenses

    securities $6,677,015

  • 7c · Gain or loss

    securities $269,254

  • 7d · Net gain or loss

    total $269,254 · excluded $269,254

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $313,631 · program services $313,631

  • 2 · Grants to domestic individuals

    total $172,329 · program services $172,329

  • 5 · Compensation of officers, directors and key employees

    total $99,861 · program services $39,945 · management and general $29,958 · fundraising $29,958

  • 7 · Other salaries and wages

    total $220,060 · program services $67,344 · management and general $114,981 · fundraising $37,735

  • 8 · Pension plan contributions

    total $6,776 · program services $2,272 · management and general $3,070 · fundraising $1,434

  • 9 · Other employee benefits

    total $26,616 · program services $8,926 · management and general $12,058 · fundraising $5,632

  • 10 · Payroll taxes

    total $27,224 · program services $9,130 · management and general $12,334 · fundraising $5,760

  • 11c · Fees: accounting

    total $17,418 · program services $4,541 · management and general $12,877

  • 11e · Fees: professional fundraising services

    total $30,391 · fundraising $30,391

  • 11f · Fees: investment management

    total $55,291 · management and general $55,291

  • 11g · Fees: other

    total $34,866 · program services $4,992 · fundraising $29,874

  • 12 · Advertising and promotion

    total $51,993 · program services $24,522 · management and general $2,141 · fundraising $25,330

  • 13 · Office expenses

    total $13,095 · program services $4,671 · management and general $5,134 · fundraising $3,290

  • 14 · Information technology

    total $22,103 · program services $8,678 · management and general $12,928 · fundraising $497

  • 16 · Occupancy

    total $28,951 · program services $8,992 · management and general $14,520 · fundraising $5,439

  • 17 · Travel

    total $2,645 · program services $560 · management and general $1,009 · fundraising $1,076

  • 19 · Conferences, conventions and meetings

    total $5,556 · program services $1,304 · management and general $3,012 · fundraising $1,240

  • 22 · Depreciation, depletion and amortization

    total $3,399 · program services $1,140 · management and general $1,540 · fundraising $719

  • 23 · Insurance

    total $1,125 · program services $377 · management and general $510 · fundraising $238

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $5,005 · program services $1,095 · management and general $3,358 · fundraising $552

  • 24e · All other expenses

    total $5,092 · program services $277 · management and general $4,639 · fundraising $176

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,159 · end of year $4,395

  • 2 · Savings and temporary cash investments

    beginning of year $343,670 · end of year $1,179,319

  • 3 · Pledges and grants receivable

    beginning of year $185,451 · end of year $383,526

  • 4 · Accounts receivable

    beginning of year $0 · end of year $13,278

  • 9 · Prepaid expenses and deferred charges

    beginning of year $98,240 · end of year $96,577

  • 10a · Land, buildings and equipment: cost or other basis

    $44,862

  • 10b · Land, buildings and equipment: accumulated depreciation

    $38,442

  • 10c · Land, buildings and equipment, net

    beginning of year $6,027 · end of year $6,420

  • 11 · Investments: publicly traded securities

    beginning of year $13,886,505 · end of year $11,085,771

  • 12 · Investments: other securities

    beginning of year $624,412 · end of year $0

  • 15 · Other assets

    beginning of year $596,808 · end of year $476,066

  • 17 · Accounts payable and accrued expenses

    beginning of year $384 · end of year $455

  • 18 · Grants payable

    beginning of year $97,107 · end of year $118,389

  • 21 · Escrow or custodial account liability

    beginning of year $1,207,149 · end of year $1,017,513

  • 27 · Net assets without donor restrictions

    beginning of year $13,854,164 · end of year $11,249,403

  • 28 · Net assets with donor restrictions

    beginning of year $590,468 · end of year $859,592

Mission and programs · 2022

Mission

THE PURPOSE OF STATELINE COMMUNITY FOUNDATION IS TO IMPROVE OUR COMMUNITY THROUGH STRATEGIC GRANT MAKING, CIVIC ENGAGEMENT, AND INSPIRED PHILANTHROPY.

Activities or mission (Part I)

TO IMPROVE OUR COMMUNITY THROUGH STRATEGIC GRANT MAKING, CIVIC ENGAGEMENT, AND INSPIRED PHILANTHROPY.

  • SCF MANAGED 166 FUNDS IN 2022 INCLUDING 10 NEW FUNDS ALL GOVERNED BY FORMAL AGREEMENTS INDICATING THE DONOR'S CHARITABLE INTENT. CONTRIBUTIONS OF $880,028 WERE MADE BY 385 DONORS. THE COMPETITIVE GRANT PROGRAM MADE 145 GRANTS TO 70 AGENCIES SUPPORTING ANIMAL AND ENVIRONMENTAL WELFARE, THE ARTS, COMMUNITY DEVELOPMENT, CAPACITY BUILDING, EDUCATION, AND HEALTH AND HUMAN SERVICES IN OUR SERVICE AREA. SCFS ROBUST SCHOLARSHIP PROGRAM AWARDED 80 SCHOLARSHIPS TO 61 HIGH SCHOOL GRADUATES AND ADULT LEARNERS. 55 VOLUNTEERS REVIEWED THE APPLICATIONS OF BOTH COMPETITIVE PROGRAMS. THE WOMEN'S FUND ADDRESSES FUNDING GAPS IN THE NEEDS OF WOMEN AND GIRLS IN BELOIT FOCUSING ON: HEALTH AND STABILITY, SAFETY AND SECURITY, OPPORTUNITY, AND LEADERSHIP. THE LITERACY FOR LIFE INITIATIVE FOCUSES ON THE BENEFITS OF PARENT-CHILD COMMUNICATION INCLUDING IMPROVED OUTCOMES IN HEALTH, EDUCATION, TEEN RISK BEHAVIORS, CRIME, INCOME, AND EMPLOYMENT.

    Expenses $674,726 · Grants $485,960 · Revenue $13,216

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ann Sitrick Joyce

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bill Lock

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bill Flanagan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Don Huebschen

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Wetter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Francisca Reyna

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allison Ebany

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J Marc Perry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Vohs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joanne Acomb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Martha Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Lindau

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kim Bliss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cecil Youngblood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maureen Gumowski

    DIRECTOR (THRU MID-MARCH)

    Total calculated
    $0
    Hours/week
    1

  • Tara Tinder

    EXECUTIVE DIRECTOR

    Total calculated
    $99,861
    From this org
    $96,952
    From related orgs
    $0
    Other
    $2,909
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
23 October 2023
IRS schema version
2022v5.0
Source object
202312969349301711

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.