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Nonprofiteer
← ROCKFORD PARK DISTRICT FOUNDATION

Form 990 for tax year 2025

Filed by ROCKFORD PARK DISTRICT FOUNDATION.

Totals

Total revenue
$3,409,135
Total expenses
$4,959,816
Contributions and grants received
$1,849,386
Grants paid
$4,724,518
Program service revenue
$0
Investment income
$1,530,678
Other revenue
$29,071
Total assets, end of year
$12,678,328
Total liabilities, end of year
$396,348
Net assets or fund balances, end of year
$12,281,980
Program services expenses (Part IX)
$4,848,495
Management and general expenses
$102,899
Fundraising expenses
$8,422
Program service expenses (Part III)
$4,848,495

Program services were 97.8% 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.

  • 1f · All other contributions, gifts and grants

    $1,849,386

  • 1g · Noncash contributions included above

    $8,866

  • 3 · Investment income

    total $388,946 · excluded $388,946

  • 6a · Gross rents

    real property $23,252

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $23,252

  • 6d · Net rental income or loss

    total $23,252 · excluded $23,252

  • 7a · Gross sales of assets other than inventory

    securities $12,512,328

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

    securities $11,370,596

  • 7c · Gain or loss

    securities $1,141,732

  • 7d · Net gain or loss

    total $1,141,732 · excluded $1,141,732

  • 8a · Fundraising events: gross income

    $9,367

  • 8b · Fundraising events: direct expenses

    $3,548

  • 8c · Net income from fundraising events

    total $5,819 · excluded $5,819

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,712,018 · program services $4,712,018

  • 2 · Grants to domestic individuals

    total $12,500 · program services $12,500

  • 11f · Fees: investment management

    total $21,320 · management and general $21,320

  • 11g · Fees: other

    total $18,384 · management and general $18,384

  • 13 · Office expenses

    total $15,402 · program services $3,792 · management and general $3,188 · fundraising $8,422

  • 16 · Occupancy

    total $33,635 · program services $19,730 · management and general $13,905

  • 17 · Travel

    total $405 · management and general $405

  • 19 · Conferences, conventions and meetings

    total $2,009 · management and general $2,009

  • 22 · Depreciation, depletion and amortization

    total $10,679 · program services $10,679

  • 24a · Other expenses: PROGRAM EXPENSE

    total $119,753 · program services $78,910 · management and general $40,843

  • 24b · Other expenses: DONATED GOODS EXPENSE

    total $10,866 · program services $10,866

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $2,845 · management and general $2,845

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $78,061 · end of year $57,615

  • 2 · Savings and temporary cash investments

    beginning of year $4,655,975 · end of year $4,423,055

  • 3 · Pledges and grants receivable

    beginning of year $1,971,557 · end of year $970,319

  • 4 · Accounts receivable

    beginning of year $776 · end of year $49,982

  • 7 · Other notes and loans receivable

    beginning of year $5,081 · end of year $2,458

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

    $626,243

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

    $307,878

  • 10c · Land, buildings and equipment, net

    beginning of year $248,809 · end of year $318,365

  • 11 · Investments: publicly traded securities

    beginning of year $5,701,687 · end of year $5,973,512

  • 12 · Investments: other securities

    beginning of year $1,086,766

  • 15 · Other assets

    beginning of year $923,278 · end of year $883,022

  • 17 · Accounts payable and accrued expenses

    beginning of year $266,590 · end of year $378,209

  • 19 · Deferred revenue

    beginning of year $31,844 · end of year $18,139

  • 27 · Net assets without donor restrictions

    beginning of year $2,861,445 · end of year $3,117,241

  • 28 · Net assets with donor restrictions

    beginning of year $11,512,111 · end of year $9,164,739

Mission and programs · 2025

Mission

TO ASSIST THE ROCKFORD PARK DISTRICT BY SECURING PHILANTHROPIC SUPPORT ON ITS BEHALF AND ENHANCING AWARENESS OF THE DISTRICT'S BENEFITS TO THE COMMUNITY.

Activities or mission (Part I)

TO PROVIDE PHILANTHROPIC SUPPORT TO THE ROCKFORD PARK DISTRICT.

  • COMMUNITY IN 2025, THE ROCKFORD PARK DISTRICT FOUNDATION SUPPORTED A BROAD RANGE OF COMMUNITY-BASED PROJECTS AND PROGRAMS THAT ENHANCED RECREATION, ACCESSIBILITY, BEAUTIFICATION, AND QUALITY OF LIFE THROUGHOUT THE ROCKFORD REGION. MAJOR INVESTMENTS INCLUDED SUPPORT FOR THE PERKS FAMILY EQUINE CENTER AND RELATED PROGRAMMING; NICHOLAS CONSERVATORY & GARDENS INITIATIVES; RIVERVIEW ICE SUPPORT; PERRYVILLE PATH; MUSIC IN THE PARK; THERAPEUTIC RECREATION PROGRAMS; AND OTHER PARK, TRAIL, AND CULTURAL EXPERIENCES. THE FOUNDATION ALSO CONTINUED SUPPORT FOR INCLUSIVE AND OUTDOOR OPPORTUNITIES SUCH AS BUDDY SPORTS, CANINE CORNERS, WASHINGTON PARK COMMUNITY CENTER PROGRAMMING, AND OTHER COMMUNITY-BASED EFFORTS. NOTABLY, THE ALDEEN GOLF COURSE BUNKER RENOVATION AND PROJECT HOME BASE REPRESENTED THE MOST SIGNIFICANT PROJECT EXPENSES IN 2025, REFLECTING THE FOUNDATION'S COMMITMENT TO INVESTING IN BOTH RECREATIONAL INFRASTRUCTURE AND INCLUSIVE PROGRAMMING THAT SERVES INDIVIDUALS OF ALL ABILITIES. PROJECT HOME BASE IS A CAPITAL INITIATIVE TO DEVELOP A FULLY ACCESSIBLE RECREATIONAL FACILITY AT DARRYL F. LINDBERG PARK, SERVING AS THE PERMANENT HOME FOR THE ROCKFORD PARK DISTRICT'S BUDDY SPORTS PROGRAMS, INCLUDING BUDDY BASEBALL AND ALL STARS, FOR INDIVIDUALS WITH DISABILITIES.THESE EXPENDITURES REFLECT THE FOUNDATION'S COMMITMENT TO STRENGTHENING COMMUNITY SPACES AND EXPERIENCES WHERE INDIVIDUALS AND FAMILIES CAN GATHER, HEAL, RECREATE, AND CONNECT. THROUGH CAPITAL SUPPORT, PROGRAM FUNDING, AND TARGETED DONOR INVESTMENT, THE FOUNDATION HELPS EXPAND ACCESS TO MEANINGFUL RECREATIONAL AND CULTURAL OPPORTUNITIES FOR PEOPLE OF ALL AGES AND ABILITIES.

    Expenses $4,169,590 · Grants $4,139,494

  • YOUTH IN 2025, THE ROCKFORD PARK DISTRICT FOUNDATION CONTINUED ITS COMMITMENT TO HELPING CHILDREN AND TEENS PARTICIPATE IN RECREATIONAL, EDUCATIONAL, AND ATHLETIC OPPORTUNITIES REGARDLESS OF FINANCIAL BARRIERS. FOUNDATION SUPPORT BENEFITED YOUTH-FOCUSED PROGRAMS AND INITIATIVES, INCLUDING HELP ME PLAY, PLAYGROUNDS, YOUTH GOLF, NFL FLAG FOOTBALL, JUNIOR STREET HOGS, YOUTH BASKETBALL, ICE SKATING AND HOCKEY SCHOLARSHIPS, OUTDOOR EDUCATION, SUMMER CAMP SUPPORT, AND OTHER YOUTH ENRICHMENT ACTIVITIES.THESE PROGRAMS HELP YOUNG PEOPLE BUILD CONFIDENCE, DEVELOP SKILLS, STAY ACTIVE, AND EXPERIENCE A SENSE OF BELONGING. BY SUPPORTING BOTH DIRECT PARTICIPATION ASSISTANCE AND BROADER YOUTH PROGRAM OPPORTUNITIES, THE FOUNDATION INVESTS IN HEALTHY DEVELOPMENT AND ENSURES MORE CHILDREN HAVE ACCESS TO POSITIVE, LIFE-ENRICHING EXPERIENCES.

    Expenses $484,589 · Grants $468,148

  • MEMORIALSIN 2025, THE ROCKFORD PARK DISTRICT FOUNDATION CONTINUED TO PROVIDE MEANINGFUL MEMORIAL AND TRIBUTE OPPORTUNITIES THAT HONOR LOVED ONES WHILE ENHANCING PARK SPACES FOR THE BROADER COMMUNITY. THROUGH THE CELEBRATE LIFE PROGRAM AND RELATED MEMORIAL FUNDS, DONORS SUPPORTED COMMEMORATIVE INITIATIVES SUCH AS MEMORIAL BENCHES, TREES, SWINGS, BRICKS, AND OTHER TRIBUTE OPPORTUNITIES THAT CREATE LASTING PLACES OF REMEMBRANCE AND REFLECTION.THESE MEMORIAL GIFTS SERVE A DUAL PURPOSE: THEY PROVIDE COMFORT AND RECOGNITION FOR FAMILIES WHILE ALSO CONTRIBUTING TO THE BEAUTY, FUNCTIONALITY, AND ENJOYMENT OF PUBLIC SPACES THROUGHOUT THE PARK DISTRICT. THE PROGRAM REMAINS AN IMPORTANT WAY FOR DONORS TO CELEBRATE LIVES AND CREATE ENDURING COMMUNITY IMPACT.

    Expenses $7,926 · Grants $3,026

  • THE MAJORITY OF OTHER EXPENSES INCLUDED SUPPORT PROVIDED TO THE PERKS FAMILY EQUINE CENTER TO COMPLETE THE CAPITAL PROJECT.

    Expenses $186,390 · Grants $113,850

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MINDY LUCCHESI

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • PAULETTE GILBERT

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • ERIK ANDERSON

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ANDREW SMITH

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • RUSS JOHANSSON

    BOARD MEMBER (END 10/01/25)

    Total calculated
    $0
    Hours/week
    2

  • MONICA GLENNY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MIKE BROSKI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • OWEN CARTER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GINO GALLUZZO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ELDRIDGE SKIP GILBERT JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • YASHEKIA GOLDSMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TOM GREEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • STEVE HAMILTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DODY HOLLINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ZINA HORTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ALLI BERNARDI INSKO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • KENT KOHLBACHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RYAN LANGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • MIGUEL PASCUAL

    BOARD MEMBER (END 10/01/25)

    Total calculated
    $0
    Hours/week
    2

  • MIKE ROBINSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • BRENT SCOTT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PAULINA SIHAKOM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • TYLER SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JOHN TORRENCE

    BOARD MEMBER (END 10/01/25)

    Total calculated
    $0
    Hours/week
    2

  • CARLA TOWNS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JULIA ZIMMERMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • DWAYNE COLLINS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • LORI BERKES-NELSON

    RPDF DIRECTOR

    Total calculated
    $0
    Hours/week
    40.5

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.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, PART VII, LINE 5
LORI BERKES-NELSON (FOUNDATION DIRECTOR AND OFFICER) RECEIVED COMPENSATION OF $130,017 IN 2025 FROM ROCKFORD PARK DISTRICT, AN UNRELATED ORGANIZATION, FOR SERVICES RENDERED TO THE ROCKFORD PARK DISTRICT FOUNDATION.

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

Provenance

Return type
form_990
Tax year
2025
Filed
3 September 2026
IRS schema version
2025v4.2
Source object
202602469349301170

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