Waukesha County Community Foundation Inc
- Assets
- $73.9m
- Revenue
- $11.2m
- Investments
- $0.0
- Employees
- 6
- Location
- Waukesha, WI
- Founding
- 11/1999
- Data as of
- 12/2023
- EIN
- 39-1969122
Organization Overview
Waukesha County Community Foundation Inc is located in Waukesha, WI. The organization was established in 1999. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2023, Waukesha County Community Foundation Inc employed 6 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Waukesha County Community Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Waukesha County Community Foundation Inc generated $11.2m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.6% each year. All expenses for the organization totaled $8.4m during the year ending 12/2023. While expenses have increased by 12.6% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Waukesha County Community Foundation Inc has awarded 878 individual grants totaling $33,775,138. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
A COMMUNITY FOUNDATION WITH ENDOWMENT FUNDS THAT PROVIDE GRANT SUPPORT TO CHARITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
WCCF PROVIDED COMMUNITY GRANTS SUPPORTING ONGOING AND CHANGING COMMUNITY NEEDS IN WAUKESHA COUNTY AND THE REGION. GRANTS SUPPORTED ORGANIZATIONS FOCUSED ON EDUCATION, ARTS AND CULTURE, HEALTH AND HUMAN SERVICES, AND ENVIRONMENT AND CONSERVATION. THE GRANTS ARE AWARDED AFTER AN EXTENSIVE REVIEW AND EVALUATION PROCESS BY THE FOUNDATION'S GRANT REVIEW COMMITTEE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ann Bartos Merkow Board Chair | OfficerTrustee | 2 | $0 |
Dave Frank Vice Chair | OfficerTrustee | 1 | $0 |
Tim Beine Treasurer | OfficerTrustee | 1 | $0 |
Stephanie Riesch-Knapp Secretary | OfficerTrustee | 1 | $0 |
Curt Brewer Past Chair | OfficerTrustee | 1 | $0 |
Stacie Andritsch Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $7,980,006 |
| Noncash contributions included in lines 1a–1f | $366,384 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,980,006 |
| Total Program Service Revenue | $85,479 |
| Investment income | $1,978,147 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,108,425 |
| Net Income from Fundraising Events | $18,898 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,175,955 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $5,845,670 |
| Grants and other assistance to domestic individuals. | $1,492,026 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $156,818 |
| Compensation of current officers, directors, key employees. | $78,409 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $307,306 |
| Pension plan accruals and contributions | $7,832 |
| Other employee benefits | $20,915 |
| Payroll taxes | $34,901 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $4,476 |
| Fees for services: Accounting | $7,269 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $155,736 |
| Fees for services: Other | $766 |
| Advertising and promotion | $9,357 |
| Office expenses | $22,696 |
| Information technology | $48,556 |
| Royalties | $0 |
| Occupancy | $45,030 |
| Travel | $3,267 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $13,692 |
| Interest | $61 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $29,301 |
| Insurance | $7,389 |
| All other expenses | $39 |
| Total functional expenses | $8,362,561 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $148,475 |
| Savings and temporary cash investments | $5,685,279 |
| Pledges and grants receivable | $377,740 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $51,930 |
| Investments—publicly traded securities | $67,518,084 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $138,871 |
| Total assets | $73,920,379 |
| Accounts payable and accrued expenses | $3,023,567 |
| Grants payable | $895,622 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $9,469,847 |
| Total liabilities | $13,389,036 |
| Net assets without donor restrictions | $60,153,602 |
| Net assets with donor restrictions | $377,741 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $73,920,379 |
Grants Awarded
Over the last fiscal year, Waukesha County Community Foundation Inc has awarded $5,385,833 in support to 128 organizations.
| Grant Recipient | Amount |
|---|---|
ALZHEIMER'S ASSOCIATION OF SOUTHEASTERN WI PURPOSE: SPEAKER FEE DOWN PAYMENT FOR DEMENTIA CARE SYMPOSIUM ON 11/02/2023 | $10,948 |
AUTISM SOCIETY OF SOUTHEASTERN WISCONSIN PURPOSE: FAMILY EVENTS; AWARDED FUNDING TO ONLY BE USED FOR COSTS RELATED TO THE HELP LINE; 2023 COMMUNITY GRANT AWARDEE | $7,175 |
AMERICAN RED CROSS OF WISCONSIN - SOUTHEAST CHAPTER PURPOSE: 2023 BRAVE HEARTS GALA | $6,620 |
BEST BUDDIES WISCONSIN PURPOSE: 2023 EVENT PARTNERSHIPS | $8,500 |
BLACK ARTS FEST MKE PURPOSE: FESTIVAL | $10,000 |
BETTY BRINN CHILDREN'S MUSEUM PURPOSE: THE WATERSTONE BANK EXHIBIT (PAYMENT TWO OF FIVE) | $15,000 |