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Nonprofiteer
← WOMENS FUND FOR THE FOX VALLEY REGION INC

Form 990 for tax year 2022

Filed by WOMENS FUND FOR THE FOX VALLEY REGION INC.

Totals

Total revenue
$492,795
Total expenses
$405,510
Contributions and grants received
$380,767
Grants paid
$154,551
Program service revenue
$0
Investment income
$62,456
Other revenue
$49,572
Total assets, end of year
$3,052,305
Total liabilities, end of year
$7,546
Net assets or fund balances, end of year
$3,044,759
Program services expenses (Part IX)
$349,764
Management and general expenses
$39,522
Fundraising expenses
$16,224
Program service expenses (Part III)
$349,764

Program services were 86.3% 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

    $157,000

  • 1d · Related organizations

    $66,243

  • 1f · All other contributions, gifts and grants

    $157,524

  • 1g · Noncash contributions included above

    $18,800

  • 3 · Investment income

    total $29,372 · excluded $29,372

  • 7a · Gross sales of assets other than inventory

    securities $793,235

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

    securities $760,151

  • 7c · Gain or loss

    securities $33,084

  • 7d · Net gain or loss

    total $33,084 · excluded $33,084

  • 8a · Fundraising events: gross income

    $83,599

  • 8a · Fundraising events: contributions included on line 1c

    $157,000

  • 8b · Fundraising events: direct expenses

    $48,058

  • 8c · Net income from fundraising events

    total $35,541 · excluded $35,541

  • 9a · Gaming: gross income

    $14,770

  • 9b · Gaming: direct expenses

    $739

  • 9c · Net income from gaming

    total $14,031 · excluded $14,031

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $152,551 · program services $152,551

  • 2 · Grants to domestic individuals

    total $2,000 · program services $2,000

  • 5 · Compensation of officers, directors and key employees

    total $94,422 · program services $81,203 · management and general $5,665 · fundraising $7,554

  • 7 · Other salaries and wages

    total $90,454 · program services $77,768 · management and general $5,640 · fundraising $7,046

  • 8 · Pension plan contributions

    total $2,582 · program services $2,220 · management and general $158 · fundraising $204

  • 10 · Payroll taxes

    total $142 · program services $122 · management and general $9 · fundraising $11

  • 11a · Fees: management

    total $24,372 · program services $12,186 · management and general $12,186

  • 11c · Fees: accounting

    total $3,175 · management and general $3,175

  • 11f · Fees: investment management

    total $9,166 · management and general $9,166

  • 11g · Fees: other

    total $2,590 · management and general $2,590

  • 12 · Advertising and promotion

    total $711 · program services $506 · fundraising $205

  • 13 · Office expenses

    total $20,337 · program services $18,623 · management and general $749 · fundraising $965

  • 14 · Information technology

    total $2,203 · program services $1,894 · management and general $135 · fundraising $174

  • 17 · Travel

    total $201 · program services $172 · management and general $12 · fundraising $17

  • 24a · Other expenses: EDUCATION & TRAINING

    total $604 · program services $519 · management and general $37 · fundraising $48

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $3,550

  • 2 · Savings and temporary cash investments

    end of year $27,567

  • 3 · Pledges and grants receivable

    beginning of year $162,096 · end of year $4,250

  • 11 · Investments: publicly traded securities

    beginning of year $1,093,988 · end of year $1,196,679

  • 12 · Investments: other securities

    beginning of year $2,199,521 · end of year $1,820,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,600 · end of year $6,546

  • 18 · Grants payable

    beginning of year $240 · end of year $1,000

  • 27 · Net assets without donor restrictions

    beginning of year $3,284,869 · end of year $3,040,509

  • 28 · Net assets with donor restrictions

    beginning of year $162,096 · end of year $4,250

Mission and programs · 2022

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. THE WOMEN'S FUND ADOPTED FOCUS AND PRIORITY AREAS TO HAVE AN EVEN GREATER IMPACT FOR WOMEN AND GIRLS. IN 2022 THE WOMEN'S FUND PROVIDED 82 GRANTS TO 24 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. THE WOMEN'S FUND HOSTS GIRL-POWERED GIVING, ENGAGING HIGH SCHOOL GIRLS IN LEADERSHIP, COMMUNITY SERVICE AND TEACHING THE NEXT GENERATION OF FEMALE LEADERS ABOUT PHILANTHROPY. THROUGH EDUCATIONAL EVENTS, ADVOCACY AND RESEARCH, THE WOMEN'S FUND INFORMS THE COMMUNITY ABOUT THE ISSUES AND CHALLENGES FACING WOMEN AND GIRLS AND SUPPORTS SOLUTIONS FOR WOMEN AND GIRLS TO THRIVE.

    Expenses $349,764 · Grants $154,551

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

Listed in Part VII

  • AMY PRICE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • AMY VAN STRATEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER HAAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KIM WETZEL

    PAST PRESIDENT AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LISA JERMAIN

    PRESIDENT AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LORA ZIMMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SARAH PAULSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JESSICA BROWN

    SECRETARY/TREASURER AND DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MICHELLE DEJNO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ADRIENNE HARTMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SARAH JANSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • REBECCCA KELLNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CARMIN SOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MICHELE NEVINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RAISA RAMOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KERRY SCHERER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KRISTY HESSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JULIE KELLER

    EXECUTIVE DIRECTOR

    Total calculated
    $94,422
    From this org
    $0
    From related orgs
    $90,795
    Other
    $3,627
    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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333199349307633

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