Form 990 for tax year 2022

Totals

Total revenue

$8,134,379

Total expenses

$5,435,857

Contributions and grants received

$4,606,817

Grants paid

$3,793,353

Program service revenue

$0

Investment income

$3,522,499

Other revenue

$5,063

Total assets, end of year

$89,696,300

Total liabilities, end of year

$6,001,000

Net assets or fund balances, end of year

$83,695,300

Program services expenses (Part IX)

$4,654,526

Management and general expenses

$355,636

Fundraising expenses

$425,695

Program service expenses (Part III)

$4,654,526

Program services were 85.6% 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.

Mission and programs · 2022

• IN 2022, THE COMMUNITY FOUNDATION AWARDED $2,946,903 IN GRANTS AND $846,450 IN SCHOLARSHIPS. TOTAL GRANTS AWARDED (INCLUDING INTERFUND GRANTS) FOR ALL PROGRAM AREAS WAS $3,889,892 COMPRISED OF: 18% UNRESTRICTED FUNDS, 7% DESIGNATED, 18% FIELD OF INTEREST, 20% ORGANIZATIONAL ENDOWMENTS, 22% SCHOLARSHIPS AND 15% DONOR ADVISED. THE LARGEST PROGRAM AREA SUPPORTED WAS EDUCATION WITH 29% OF GRANT FUNDS, FOLLOWED BY, 23% HUMAN SERVICES, 22% IN SCHOLARSHIPS, 14% IN COMMUNITY ECONOMIC DEVELOPMENT, 6% IN ARTS, AND 6% IN ENVIRONMENT. IN 2022, THE COMMUNITY FOUNDATION AWARDED $716,673 SCHOLARSHIPS FROM ENDOWED FUNDS AND $129,777 FROM 8 TEMPORARY SCHOLARSHIP FUNDS THAT THE FOUNDATION PROVIDES SCHOLARSHIP SERVICES. IN ADDITION, THE FOUNDATION PROVIDED ADMINISTRATIVE SERVICES FOR TWO AFFILIATED SCHOLARSHIPS TOTALING $271,000 WHERE ALL OF THE FUNDS ARE HELD BY A LOCAL BANK.

  Expenses $4,438,339 · Grants $3,793,353

• IN 2022, DSACF COLLABORATED WITH MANY PARTNERS TO RESPOND TO COMMUNITY NEEDS THAT CONTINUED TO BE EXACERBATED THROUGH THE COVID PANDEMIC AND FINANCIAL CRISIS. DSACF PARTNERED WITH NATIONAL AND LOCAL ORGANIZATIONS TO INCREASE FAMILIES' ACCESS TO THE EXPANDED CHILD TAX CREDIT. OVER $2,486,000 IN FEDERAL TAX REFUNDS WERE GENERATED THROUGHOUT THE REGION FOR OVER 1,800 HOUSEHOLDS, AS A RESULT. DSACF ALSO INVESTED IN CLOSING DISPARITIES IN MENTAL WELLBEING IN DOUGLAS COUNTY. FUNDING WAS PROVIDED TO TRAIN VITAL COMMUNITY CONNECTORS IN SUICIDE PREVENTION AND BEGIN FIRST STEPS FOR A WELLNESS CENTER. THE PANDEMIC HAS ALSO BEEN A CHALLENGE FOR DULUTH'S DOWNTOWN. GRANTS TO BEGIN DOWNTOWN REVITALIZATION WERE MADE TO ENGAGE NATIONAL EXPERTS AND DEEPEN COLLABORATIONS WITH KEY PARTNERS. DSACF CONTINUED TO FACILITATE READY NORTH, A NETWORK OF LOCAL ORGANIZATIONS BUILDING EQUITABLE DISASTER RESILIENCE. GRANT AND SCHOLARSHIP FUNDING CONTINUED TO SUPPORT THE OPPORTUNITY RISING INITIATIVE. THE PURPOSE OF OPPORTUNITY RISING IS TO BRING TOGETHER PEOPLE FROM ALL BACKGROUNDS, INCOMES, ETHNICITIES, BELIEFS AND NEIGHBORHOODS TO FORGE A PATH TO REAL AND MEANINGFUL EQUITABLE OPPORTUNITIES FOR EVERY CHILD IN DULUTH AND SUPERIOR. THIS PROGRAMMING IS IN ADDITION TO DSACF'S ON-GOING GRANT AND SCHOLARSHIP ACTIVITY.

  Expenses $216,187

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

Listed in Part VII

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• CLOQUET EDUCATIONAL FOUNDATION

  $256,981

  PROGRAM SUPPORT

• NORTH HOUSE FOLK SCHOOL

  $210,524

  MUSIC CONNECTIONS FOR COOK COUNTY YOUTH; PROGRAM SUPPORT

• CHUM

  $85,262

  STEVE O'NEIL APARTMENT'S CHILDREN'S PROGRAMMING; STREET OUTREACH PROGRAM; TECHNICAL SUPPORT FOR STEPPING ON UP; SUMMER OUTDOOR PROGRAMS FOR STEVE O'NEIL YOUTH; SUPPORT FOR CHUM TRAINING AND EDUCATION; STREET OUTREACH TO PEOPLE AND THEIR PETS; JAIL MINISTRY & FOOD SHELVES

• HEAD OF THE LAKES UNITED WAY

  $84,826

  PROGRAM SUPPORT; COMMUNITY CARE

• MARSHALL SCHOOL

  $71,013

  PROGRAM SUPPORT

• ISD #709 - DULUTH PUBLIC SCHOOLS

  $59,683

  CHEMISTRY TEACHING MATERIALS AND SUPPLIES; TECHNOLOGY; DULUTH AREA LEARNING CENTER ENVIRONMENTAL PROGRAM

• YWCA OF DULUTH

  $58,082

  KIDS CORNER; PROGRAM SUPPORT; LEADERSHIP TRAINING FOR STAFF; EARLY CHILDHOOD EDUCATION CENTER; YOUNG MOTHERS PROGRAM

• UNIVERSITY OF MINNESOTA FOUNDATION

  $57,374

  UMD DULUTH RAMSEYER NORTHERN BIBLE SOCIETY BIBLE COLLECTION; LMD LSBE BULLDOG FUND; UMD MECHANICAL OR INDUSTRIAL ENGINEERING SCHOLARSHIPS

• NORTH SHORE HEALTH CARE FOUNDATION

  $55,000

  GROWING RESTORATIVE JUSTICE IN COOK COUNTY; NS HEALTH CARE FOUNDATION CAPACITY BUILDING

• NORTHLAND FOUNDATION

  $54,275

  WELCOMING COMMUNITY PROGRAMMING; NEIGHBORHOOD YOUTH SERVICES RFP PROCESS; PROGRAM SUPPORT

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

Provenance

Return type

form_990

Tax year

2022

Filed

2 November 2023

IRS schema version

2022v5.0

Source object

202343189349305844

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

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