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Nonprofiteer
← MEQUON-THIENSVILLE COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by MEQUON-THIENSVILLE COMMUNITY FOUNDATION INC.

Totals

Total revenue
$299,263
Total expenses
$93,984
Contributions and grants received
$299,254
Grants paid
$72,642
Program service revenue
$0
Investment income
$17,224
Other revenue
-$17,215
Total assets, end of year
$582,307
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$582,307
Program services expenses (Part IX)
$90,281
Management and general expenses
$2,318
Fundraising expenses
$1,385
Program service expenses (Part III)
$90,281

Program services were 96.1% 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

    $114,348

  • 1f · All other contributions, gifts and grants

    $184,906

  • 1g · Noncash contributions included above

    $659

  • 4 · Income from investment of tax-exempt bond proceeds

    total $7,811 · related or exempt $0 · unrelated business $0 · excluded $7,811

  • 7a · Gross sales of assets other than inventory

    securities $256,870

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

    securities $247,457

  • 7c · Gain or loss

    securities $9,413

  • 7d · Net gain or loss

    total $9,413 · related or exempt $0 · unrelated business $0 · excluded $9,413

  • 8a · Fundraising events: gross income

    $14,020

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

    $114,348

  • 8b · Fundraising events: direct expenses

    $31,235

  • 8c · Net income from fundraising events

    total -$17,215 · unrelated business $0 · excluded -$17,215

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $72,642 · program services $72,642

  • 11c · Fees: accounting

    total $2,800 · program services $2,800 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $1,581 · program services $0 · management and general $1,581 · fundraising $0

  • 13 · Office expenses

    total $5,458 · program services $4,073 · management and general $0 · fundraising $1,385

  • 23 · Insurance

    total $737 · program services $0 · management and general $737 · fundraising $0

  • 24a · Other expenses: POSTAGE AND DELIVERY

    total $4,312 · program services $4,312 · management and general $0 · fundraising $0

  • 24b · Other expenses: PRINTING AND REPRODUCTION

    total $6,454 · program services $6,454 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $72,351 · end of year $5,125

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $100,504

  • 11 · Investments: publicly traded securities

    beginning of year $239,310 · end of year $412,804

  • 15 · Other assets

    beginning of year $58,802 · end of year $63,874

  • 27 · Net assets without donor restrictions

    beginning of year $112,270 · end of year $138,290

  • 28 · Net assets with donor restrictions

    beginning of year $258,193 · end of year $444,017

Mission and programs · 2023

Mission

TO ENHANCE THE QUALITY OF LIFE IN MEQUON AND THIENSVILLE.

  • CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS

    Expenses $90,281 · Grants $72,642

As filed on the 2023 return.

Listed in Part VII

  • Lori Lorenz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Jim Button

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Carey Bongard

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Brian Ertmer

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Philip Eckert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dan Gannon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Gaskin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ron Gibb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Nadine Guirl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jim Ott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Melissa Shneyder

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lynn Streeter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Deb Turk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Tim Vertz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2024
IRS schema version
2023v5.1
Source object
202442279349301689

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