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Nonprofiteer
← FOND DU LAC AREA FOUNDATION

Form 990 for tax year 2025

Filed by FOND DU LAC AREA FOUNDATION.

Totals

Total revenue
$6,110,236
Total expenses
$4,103,893
Contributions and grants received
$2,787,465
Grants paid
$3,261,593
Program service revenue
$0
Investment income
$3,338,070
Other revenue
-$15,299
Total assets, end of year
$87,844,452
Total liabilities, end of year
$9,594,402
Net assets or fund balances, end of year
$78,250,050
Program services expenses (Part IX)
$3,529,590
Management and general expenses
$408,221
Fundraising expenses
$166,082
Program service expenses (Part III)
$3,529,590

Program services were 86.0% 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

    $112,654

  • 1e · Government grants (contributions)

    $100,000

  • 1f · All other contributions, gifts and grants

    $2,574,811

  • 1g · Noncash contributions included above

    $817,756

  • 3 · Investment income

    total $1,758,559 · excluded $1,758,559

  • 7a · Gross sales of assets other than inventory

    securities $19,380,267

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

    securities $17,800,756

  • 7c · Gain or loss

    securities $1,579,511

  • 7d · Net gain or loss

    total $1,579,511 · excluded $1,579,511

  • 8a · Fundraising events: gross income

    $5,650

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

    $112,654

  • 8b · Fundraising events: direct expenses

    $25,503

  • 8c · Net income from fundraising events

    total -$19,853 · excluded -$19,853

  • 11a · Other revenue: LIFE INSURANCE GAIN

    total $4,554 · excluded $4,554

  • 11e · Other revenue, total

    $4,554

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,861,829 · program services $2,861,829

  • 2 · Grants to domestic individuals

    total $399,764 · program services $399,764

  • 5 · Compensation of officers, directors and key employees

    total $186,840 · program services $70,032 · management and general $66,410 · fundraising $50,398

  • 7 · Other salaries and wages

    total $268,119 · program services $100,498 · management and general $95,299 · fundraising $72,322

  • 8 · Pension plan contributions

    total $29,919 · program services $11,214 · management and general $10,635 · fundraising $8,070

  • 9 · Other employee benefits

    total $35,300 · program services $13,231 · management and general $12,547 · fundraising $9,522

  • 10 · Payroll taxes

    total $34,474 · program services $12,922 · management and general $12,253 · fundraising $9,299

  • 11c · Fees: accounting

    total $30,850 · management and general $30,850

  • 11f · Fees: investment management

    total $98,770 · management and general $98,770

  • 11g · Fees: other

    total $10,533 · program services $3,160 · management and general $6,320 · fundraising $1,053

  • 12 · Advertising and promotion

    total $18,563 · program services $7,424 · management and general $9,282 · fundraising $1,857

  • 13 · Office expenses

    total $7,700 · program services $3,080 · management and general $3,850 · fundraising $770

  • 14 · Information technology

    total $39,690 · program services $15,876 · management and general $19,845 · fundraising $3,969

  • 16 · Occupancy

    total $23,160 · program services $9,264 · management and general $11,580 · fundraising $2,316

  • 17 · Travel

    total $1,476 · program services $664 · management and general $738 · fundraising $74

  • 19 · Conferences, conventions and meetings

    total $1,899 · program services $855 · management and general $950 · fundraising $94

  • 22 · Depreciation, depletion and amortization

    total $1,804 · program services $722 · management and general $902 · fundraising $180

  • 23 · Insurance

    total $5,654 · program services $1,579 · management and general $3,090 · fundraising $985

  • 24a · Other expenses: DUES AND PERMITS

    total $20,387 · program services $8,155 · management and general $11,213 · fundraising $1,019

  • 24b · Other expenses: STRATEGIC PLANNING

    total $15,428 · program services $4,628 · management and general $9,257 · fundraising $1,543

  • 24c · Other expenses: SUPPLIES

    total $7,991 · program services $3,196 · management and general $2,558 · fundraising $2,237

  • 24d · Other expenses: MISCELLANEOUS

    total $2,293 · program services $917 · management and general $1,147 · fundraising $229

  • 24e · All other expenses

    total $1,450 · program services $580 · management and general $725 · fundraising $145

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $432,487 · end of year $368,112

  • 2 · Savings and temporary cash investments

    beginning of year $4,241,096 · end of year $3,342,299

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

    $27,061

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

    $7,966

  • 10c · Land, buildings and equipment, net

    beginning of year $20,899 · end of year $19,095

  • 11 · Investments: publicly traded securities

    beginning of year $73,221,648 · end of year $84,002,573

  • 12 · Investments: other securities

    beginning of year $107,819 · end of year $112,373

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,980 · end of year $11,942

  • 18 · Grants payable

    beginning of year $500 · end of year $50,500

  • 25 · Other liabilities

    beginning of year $7,355,145 · end of year $9,531,960

  • 27 · Net assets without donor restrictions

    beginning of year $70,658,324 · end of year $78,250,050

Mission and programs · 2025

Mission

CREATING A BETTER COMMUNITY BY PROMOTING PHILANTHROPY, AWARDING EFFECTIVE GRANTS, AND PROVIDING LEADERSHIP ON IMPORTANT COMMUNITY ISSUES TODAY AND FOREVER.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $3,529,590 · Grants $3,261,593

As filed on the 2025 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • GREG GILES

    EXECUTIVE DI

    Total calculated
    $186,840
    From this org
    $176,100
    From related orgs
    $0
    Other
    $10,740
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,100
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,740
    Nontaxable benefits
    not reported
    Filer's total
    $186,840

  • TRIPP AHERN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARA B ANDREW

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • HOLLY BRENNER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAWN COLWIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE FRANKE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • THOMAS J GROSS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID J HORNUNG

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STEVE G MILLIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KELLY NORTON

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN SCHROEDER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LOREE L SHADY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

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

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

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

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.

Provenance

Return type
form_990
Tax year
2025
Filed
15 September 2026
IRS schema version
2025v4.0
Source object
202632649349300213

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

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