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Nonprofiteer
← OAK PARK-RIVER FOREST COMMUNITY FOUNDATION

Form 990 for tax year 2022

Filed by OAK PARK-RIVER FOREST COMMUNITY FOUNDATION.

Totals

Total revenue
$4,998,949
Total expenses
$5,450,525
Contributions and grants received
$5,017,034
Grants paid
$4,347,283
Program service revenue
$95,433
Investment income
-$118,913
Other revenue
$5,395
Total assets, end of year
$49,948,656
Total liabilities, end of year
$328,465
Net assets or fund balances, end of year
$49,620,191
Program services expenses (Part IX)
$4,865,308
Management and general expenses
$390,020
Fundraising expenses
$195,197
Program service expenses (Part III)
$4,865,308

Program services were 89.3% 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.

  • 1f · All other contributions, gifts and grants

    $5,017,034

  • 2a · Program service revenue: TRUSTEE FEES

    total $95,433 · related or exempt $95,433

  • 3 · Investment income

    total $973,778 · excluded $973,778

  • 7a · Gross sales of assets other than inventory

    securities $12,185,307

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

    securities $13,277,998

  • 7c · Gain or loss

    securities -$1,092,691

  • 7d · Net gain or loss

    total -$1,092,691 · excluded -$1,092,691

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $5,395 · related or exempt $5,395

  • 11e · Other revenue, total

    $5,395

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,533,294 · program services $3,533,294

  • 2 · Grants to domestic individuals

    total $813,989 · program services $813,989

  • 5 · Compensation of officers, directors and key employees

    total $177,014 · program services $70,806 · management and general $70,805 · fundraising $35,403

  • 7 · Other salaries and wages

    total $350,924 · program services $140,369 · management and general $140,370 · fundraising $70,185

  • 9 · Other employee benefits

    total $22,980 · program services $9,192 · management and general $9,192 · fundraising $4,596

  • 10 · Payroll taxes

    total $38,470 · program services $15,388 · management and general $15,388 · fundraising $7,694

  • 11f · Fees: investment management

    total $123,463 · program services $116,820 · fundraising $6,643

  • 11g · Fees: other

    total $92,843 · program services $69,271 · management and general $12,915 · fundraising $10,657

  • 12 · Advertising and promotion

    total $42,083 · program services $10,521 · fundraising $31,562

  • 13 · Office expenses

    total $88,437 · management and general $88,437

  • 16 · Occupancy

    total $68,409 · program services $23,908 · management and general $32,547 · fundraising $11,954

  • 17 · Travel

    total $4,334 · management and general $4,334

  • 22 · Depreciation, depletion and amortization

    total $6,366 · management and general $6,366

  • 23 · Insurance

    total $5,532 · management and general $5,532

  • 24a · Other expenses: PROGRAM EXPENSES

    total $61,750 · program services $61,750

  • 24b · Other expenses: DONOR CULTIVATION/APPEA

    total $16,503 · fundraising $16,503

  • 24c · Other expenses: STAFF DEVELOPMENT

    total $4,134 · management and general $4,134

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,355,242 · end of year $3,073,538

  • 3 · Pledges and grants receivable

    beginning of year $31,495 · end of year $47,807

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,978 · end of year $4,791

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

    $96,013

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

    $85,465

  • 10c · Land, buildings and equipment, net

    beginning of year $16,914 · end of year $10,548

  • 11 · Investments: publicly traded securities

    beginning of year $43,440,868 · end of year $46,616,415

  • 15 · Other assets

    beginning of year $0 · end of year $195,557

  • 17 · Accounts payable and accrued expenses

    beginning of year $166,118 · end of year $130,737

  • 25 · Other liabilities

    beginning of year $0 · end of year $197,728

  • 27 · Net assets without donor restrictions

    beginning of year $721,217 · end of year $832,035

  • 28 · Net assets with donor restrictions

    beginning of year $44,961,162 · end of year $48,788,156

Mission and programs · 2022

Mission

UNITE COMMUNITY MEMBERS TO MOBILIZE RESOURCES TO ADVANCE A RACIALLY JUST SOCIETY AND EQUITABLE OUTCOMES FOR RESIDENTS OF OAK PARK, RIVER FOREST AND SURROUNDING COMMUNITIES.

  • OPRFCF PROVIDES A CENTRAL RESOURCE FOR DONORS, PROFESSIONAL FINANCIAL ADVISORS, STUDENT SCHOLARSHIPS AND NON-PROFIT ORGANIZATIONS SERVING OAK PARK AND RIVER FOREST AND SURROUNDING COMMUNITIES. FOR DONORS, WE PROVIDE VALUE AND EXPERTISE IN HELPING THEM EXPLORE AND IMPLEMENT GIVING OPTIONS. FOR NON-PROFITS SERVING OUR RESIDENTS, WE PROVIDE INFORMATIVE AND TOPICAL PRESENTATIONS THROUGH OUR IMPACT EXCELLENCE PROGRAM, MANAGE ENDOWMENT FUNDS FOR SEVERAL AND PROVIDE OPPORTUNITIES TO APPLY FOR AND RECEIVE GRANTS. WE ALSO MANAGE SCHOLARSHIP PROGRAMS FOR SEVERAL OF OUR FUNDHOLDERS. IN FY23 THE FOUNDATION PUBLISHED THE COMMUNITY VOICES REPORT, REFLECTING RESULTS OF THE COMPREHENSIVE COMMUNITY NEEDS ASSESSMENT CONDUCTED IN FY22.

    Expenses $4,810,226 · Grants $4,347,283 · Revenue $100,828

  • LEADERSHIP LAB IS A COMMUNITY LEADERSHIP PROGRAM PROVIDING PARTICIPANTS THE OPPORTUNITY TO LEARN ABOUT OUR COMMUNITY, THINK ABOUT THEIR EFFECT IN OUR COMMUNITY AND DEVELOP A PERSONAL PLAN FOR MAKING A DIFFERENCE. COMMUNITY PANELS, SPEAKERS AND SMALL GROUP FIELD WORK ARE USED THROUGHOUT THE EIGHT MONTH PROGRAM. ONE PART-TIME INDEPENDANT CONTRACTOR MANAGES THE PROGRAM.

    Expenses $49,582

  • FUTURE PHILANTHROPIST PROGRAM PROVIDES YOUNG PEOPLE WITH OPPORTUNITIES TO PARTICIPATE IN A UNIQUELY ADAPTED PHILANTHROPIC EXPERIENCE. AREA HIGH SCHOOL STUDENTS APPLY FOR THIS TWO-YEAR PROGRAM WHICH TURNS JUNIORS INTO GRANT MAKERS AND SENIORS INTO FUNDRAISERS. PROGRAM EXPENSES COVER THE COST OF MEETINGS AND OTHER RELATED COSTS. ONE PART-TIME CONTRACTOR MANAGES THE PROGRAM AND IS PAID OUT OF THE FUNDRAISING OF THE PROGRAM.

    Expenses $5,500

As filed on the 2022 return.

Listed in Part VII

  • Bruce Wojack

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Kelly Turner

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Phil Hausken

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Kevin Robinson

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • IV Ashton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Alejandro Bodipo-Memba

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Tiffiny Bolden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Denise Burns

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Douglas Dixon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Ana Garcia Doyle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jon Hale

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Sarah Jolie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Lisa Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • William Planek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Antonio Martinez Jr

    PRESIDENT AND CEO

    Total calculated
    $180,217
    From this org
    $177,014
    From related orgs
    $0
    Other
    $3,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,692
    Bonus
    $26,322
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,203
    Filer's total
    $180,217

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

  • 3 · Approval by the board or compensation committee

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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202421359349307702

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