Form 990 for tax year 2024
Filed by WOMENS FUND FOR THE FOX VALLEY REGION INC.
Totals
- Total revenue
- $864,814
- Total expenses
- $597,994
- Contributions and grants received
- $657,909
- Grants paid
- $230,394
- Program service revenue
- $0
- Investment income
- $262,654
- Other revenue
- -$55,749
- Total assets, end of year
- $3,814,817
- Total liabilities, end of year
- $12,369
- Net assets or fund balances, end of year
- $3,802,448
- Program services expenses (Part IX)
- $483,364
- Management and general expenses
- $92,761
- Fundraising expenses
- $21,869
- Program service expenses (Part III)
- $483,364
Program services were 80.8% 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.
-
1c · Fundraising events
$369,453
-
1d · Related organizations
$103,236
-
1f · All other contributions, gifts and grants
$185,220
-
1g · Noncash contributions included above
$31,196
-
3 · Investment income
total $42,205 · excluded $42,205
-
7a · Gross sales of assets other than inventory
securities $1,755,959
-
7b · Less cost or other basis and sales expenses
securities $1,535,510
-
7c · Gain or loss
securities $220,449
-
7d · Net gain or loss
total $220,449 · excluded $220,449
-
8a · Fundraising events: gross income
$38,126
-
8a · Fundraising events: contributions included on line 1c
$369,453
-
8b · Fundraising events: direct expenses
$115,159
-
8c · Net income from fundraising events
total -$77,033 · excluded -$77,033
-
9a · Gaming: gross income
$21,570
-
9b · Gaming: direct expenses
$286
-
9c · Net income from gaming
total $21,284 · excluded $21,284
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $224,894 · program services $224,894
-
2 · Grants to domestic individuals
total $5,500 · program services $5,500
-
5 · Compensation of officers, directors and key employees
total $101,576 · program services $87,355 · management and general $6,095 · fundraising $8,126
-
7 · Other salaries and wages
total $144,894 · program services $124,584 · management and general $8,921 · fundraising $11,389
-
8 · Pension plan contributions
total $5,676 · program services $4,881 · management and general $341 · fundraising $454
-
11a · Fees: management
total $26,058 · program services $13,029 · management and general $13,029
-
11c · Fees: accounting
total $6,837 · management and general $6,837
-
11f · Fees: investment management
total $10,884 · management and general $10,884
-
11g · Fees: other
total $47,188 · program services $1,894 · management and general $45,294
-
12 · Advertising and promotion
total $129 · fundraising $129
-
13 · Office expenses
total $16,344 · program services $14,310 · management and general $884 · fundraising $1,150
-
14 · Information technology
total $3,650 · program services $3,139 · management and general $222 · fundraising $289
-
17 · Travel
total $797 · program services $711 · management and general $37 · fundraising $49
-
19 · Conferences, conventions and meetings
total $2,990 · program services $2,571 · management and general $182 · fundraising $237
-
24a · Other expenses: EDUCATION & TRAINING
total $577 · program services $496 · management and general $35 · fundraising $46
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $16,319 · end of year $16,418
-
3 · Pledges and grants receivable
beginning of year $17,750 · end of year $12,200
-
11 · Investments: publicly traded securities
beginning of year $1,586,418 · end of year $1,932,314
-
12 · Investments: other securities
beginning of year $1,736,494 · end of year $1,853,885
-
17 · Accounts payable and accrued expenses
beginning of year $9,743 · end of year $9,759
-
18 · Grants payable
end of year $2,610
-
27 · Net assets without donor restrictions
beginning of year $3,329,488 · end of year $3,790,248
-
28 · Net assets with donor restrictions
beginning of year $17,750 · end of year $12,200
Mission and programs · 2024
Mission
TO PROMOTE THE ADVANCEMENT OF WOMEN AND GIRLS IN OUR COMMUNITY - REFLECTING OUR VISION OF A COMMUNITY OF EQUALITY WHERE POWER AND OPPORTUNITY ARE NOT LIMITED BY GENDER.
Activities or mission (Part I)
INVEST IN WOMEN AND GIRLS THROUGH GRANTS, ADVOCACY, AND EDUCATION.
-
THE WOMEN'S FUND FOR THE FOX VALLEY HARNESSES THE COLLECTIVE POWER OF PHILANTHROPY TO DIRECT RESOURCES ON CREATING, STRENGTHENING, AND ACCELERATING OPPORTUNITIES THAT ENABLE WOMEN AND GIRLS TO ACHIEVE THEIR FULL POTENTIAL. THIS WORK IS DONE THROUGH GRANTING, EDUCATION, ADVOCACY, AND STRATEGIC INITIATIVES. WE ADOPTED FOCUS AND PRIORITY AREAS TO HAVE AN EVEN GREATER IMPACT FOR WOMEN AND GIRLS. IN 2024 WE PROVIDED 55 GRANTS TO 32 DIFFERENT ORGANIZATIONS TO SUPPORT OUR FOCUS OF ADVANCING ECONOMIC OPPORTUNITIES FOR WOMEN AND GIRLS THROUGH THREE PRIORITY AREAS: CONTINUING EDUCATION; LIFE SKILLS, MENTORING AND SUPPORTS; AND MENTAL AND EMOTIONAL WELLNESS. WE HOSTED GIRL-POWERED GIVING, ENGAGING HIGH SCHOOL GIRLS IN LEADERSHIP, COMMUNITY SERVICE AND TEACHING THE NEXT GENERATION OF FEMALE LEADERS ABOUT PHILANTHROPY.
Expenses $483,364 · Grants $230,394
As filed on the 2024 return.
Listed in Part VII
-
Kim WetzelKIM WETZEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah JansenSARAH JANSEN
PRESIDENT- AS OF 7/24
- Total calculated
- $0
- Hours/week
- 1
-
Michele NevinsMICHELE NEVINS
TREASURER & SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Raisa RamosRAISA RAMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Michelle DejnoMICHELLE DEJNO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa JermainLISA JERMAIN
PRESIDENT THRU 6/24, PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Rebeccca KellnerREBECCCA KELLNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kerry SchererKERRY SCHERER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kristy HesseKRISTY HESSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Heather BeresfordHEATHER BERESFORD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Alexandra MischlerALEXANDRA MISCHLER
DIRECTOR- AS OF 7/24
- Total calculated
- $0
- Hours/week
- 0.5
-
Teresa KnuthTERESA KNUTH
DIRECTOR- AS OF 7/24
- Total calculated
- $0
- Hours/week
- 0.5
-
Lori SchumacherLORI SCHUMACHER
DIRECTOR - AS OF 7/24
- Total calculated
- $0
- Hours/week
- 0.5
-
Trina DoxtatorTRINA DOXTATOR
DIRECTOR- AS OF 7/24
- Total calculated
- $0
- Hours/week
- 0.5
-
Lora ZimmerLORA ZIMMER
DIRECTOR -THRU 6/2024
- Total calculated
- $0
- Hours/week
- 0.5
-
Polly OlsonPOLLY OLSON
DIRECTOR - THRU 6/2024
- Total calculated
- $0
- Hours/week
- 0.5
-
Adrienne HartmanADRIENNE HARTMAN
DIRECTOR-THRU 6/2024
- Total calculated
- $0
- Hours/week
- 1
-
Sara PaulsonSARA PAULSON
DIRECTOR THRU 6/2024
- Total calculated
- $0
- Hours/week
- 0.5
-
Julie KellerJULIE KELLER
EXECUTIVE DIRECTOR
- Total calculated
- $101,818
- From this org
- $0
- From related orgs
- $98,859
- Other
- $2,959
- 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
-
FOX VALLEY TECHNICAL COLLEGE - APPLETON
$60,248
EDUCATION
-
FOOD, AGRICULTURE & NUTRITION
-
YOUTH DEVELOPMENT
-
YOUTH DEVELOPMENT
-
THEDACARE FAMILY OF FOUNDATIONS
$15,000
PHILANTHROPY, VOLUNTARISM
-
COMMUNITY IMPROVEMENT & CAPACITY BUILDING
-
WAKING WOMEN HEALING INSTITUTE
$10,000
HUMAN SERVICES
-
$7,500
COMMUNITY IMPROVEMENT & CAPACITY BUILDING
-
$7,500
EDUCATION
-
$7,022
HUMAN SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
501(C)(3) · SERVE A RANGE OF PHILANTROPICAL INTEREST BENEFITING THE FV AREA · WI
-
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
DOUG & CARLA SALMON FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
APPLETON EDUCATION FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503079349301630
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