Fox Valley Lutheran High School Endowment Fund Inc is located in Appleton, WI. The organization was established in 1968. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fox Valley Lutheran High School Endowment Fund 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 12/2022, Fox Valley Lutheran High School Endowment Fund Inc generated $103.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (19.0%) each year. All expenses for the organization totaled $252.4k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT OF FOX VALLEY LUTHERAN HIGH SCHOOL, PRIMARILY IN THE AREAS OF TUITION ASSISTANCE FOR STUDENTS, OPERATIONAL SUPPORT, AND FACULTY PROFESSIONAL GROWTH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
$199,000 OF TUITION ASSISTANCE FOR STUDENTS IN NEED OF FINANCIAL AID. PAID TO FOX VALLEY LUTHERAN HIGH SCHOOL WHICH ADMINISTERS THE PROGRAM. APPROXIMATELY 97 STUDENTS RECEIVED ASSISTANCE.
$30,000 FOR THE OFFICE OF THE DIRECTOR OF MISSION ADVANCEMENT. PAID TO FOX VALLEY LUTHERAN HIGH SCHOOL WHICH SUPERVISES THAT OFFICE.
FACULTY PROFESSIONAL GROWTH OF $22,000. PAID TO FOX VALLEY LUTHERAN HIGH SCHOOL. 14 TEACHERS UTILIZED FUNDS FOR PROFESSIONAL GROWTH.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Thomas J Medema Presidentdirector | OfficerTrustee | 1 | $0 |
Gary Vanden Heuvel Vice-Presidentdirector | OfficerTrustee | 1 | $0 |
Robert Becker Secretarydirector | OfficerTrustee | 1 | $0 |
Dennis Priebe Treasurerdirector | OfficerTrustee | 1 | $0 |
Mike Kadow Director | Trustee | 1 | $0 |
Paul Hartwig Director | Trustee | 1 | $0 |
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 | $24,307 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $24,307 |
Total Program Service Revenue | $0 |
Investment income | $61,837 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $17,464 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $103,608 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $251,000 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $595 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $798 |
All other expenses | $25 |
Total functional expenses | $252,418 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $1,008,757 |
Pledges and grants receivable | $0 |
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 | $0 |
Investments—publicly traded securities | $2,276,560 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $3,285,317 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
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 | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $1,290,839 |
Net assets with donor restrictions | $1,994,478 |
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 | $3,285,317 |
Over the last fiscal year, we have identified 1 grants that Fox Valley Lutheran High School Endowment Fund Inc has recieved totaling $2,000.
Awarding Organization | Amount |
---|---|
Morgan Stanley Foundation New York, NY PURPOSE: VOLUNTEER INCENTIVE PROGRAM | $2,000 |
Beg. Balance | $3,434,127 |
Earnings | $79,301 |
Admin Expense | $1,418 |
Net Contributions | $24,307 |
Other Expense | $251,000 |
Ending Balance | $3,285,317 |
Organization Name | Assets | Revenue |
---|---|---|
Western Michigan University Foundation Kalamazoo, MI | $431,026,780 | $43,479,998 |
Ics Support Organization Inc Franklin, WI | $552,959,577 | $28,861,342 |
Michigan State University Foundation East Lansing, MI | $535,425,307 | $55,850,938 |
University Of Northern Iowa Foundation Cedar Falls, IA | $173,378,893 | $31,725,389 |
Illinois State University Foundation Normal, IL | $269,993,016 | $34,747,700 |
National Assistance Foundation Des Moines, IA | $16,519,301 | $16,875,706 |
Southern Illinois University Foundation Carbondale, IL | $260,208,288 | $31,565,742 |
University Research Park Inc Madison, WI | $162,117,796 | $19,527,506 |
Eastern Michigan University Foundation Ypsilanti, MI | $82,145,619 | $14,420,618 |
Michigan Tech Fund Houghton, MI | $217,061,508 | $42,674,434 |
Northern Illinois University Foundation Dekalb, IL | $169,106,712 | $31,131,654 |
Grand Rapids Community College Foundation Grand Rapids, MI | $37,079,013 | $9,829,978 |