Fort Atkinson Community Foundation
- Assets
- $32.3m
- Revenue
- $2.2m
- Investments
- $0.0
- Employees
- 2
- Location
- Fort Atkinson, WI
- Founding
- 02/1974
- Data as of
- 06/2022
- EIN
- 39-6220899
Organization Overview
Fort Atkinson Community Foundation is located in Fort Atkinson, WI. The organization was established in 1974. 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 06/2022, Fort Atkinson Community Foundation employed 2 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fort Atkinson Community Foundation 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 06/2022, Fort Atkinson Community Foundation generated $2.2m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 6.7% each year. All expenses for the organization totaled $1.4m during the year ending 06/2022. While expenses have increased by 10.0% per year over the past 7 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 2016, Fort Atkinson Community Foundation has awarded 50 individual grants totaling $3,356,295. 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
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE FOR THE CHARITABLE NEEDS OF THE FORT ATKINSON METROPOLITAN AREA
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE FOUNDATION RECEIVES NUMEROUS GRANT REQUESTS FOR ASSISTANCE TO PROVIDE FUNDS FOR PROJECTS BENEFITTING THE COMMUNITY OF FORT ATKINSON. GRANTS ARE PRIMARILY GIVEN FOR CAPITAL IMPROVEMENTS AND EQUIPMENT, BUT NOT OPERATING EXPENSES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | 1 | $24,143 | |
Sally Koehler Secretary | OfficerTrustee | 0 | $0 |
Sue Johnson Treasurer | OfficerTrustee | 0 | $0 |
Loren Gray Vice Chairman | OfficerTrustee | 0 | $0 |
Michael Bender Chairman | OfficerTrustee | 0 | $0 |
Lisa Caras Director | Trustee | 0 | $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 | $1,650,201 |
| Noncash contributions included in lines 1a–1f | $168,853 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,650,201 |
| Total Program Service Revenue | $0 |
| Investment income | $568,684 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,218,885 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $636,326 |
| Grants and other assistance to domestic individuals. | $398,483 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $71,379 |
| Compensation of current officers, directors, key employees. | $71,379 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $17,319 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $2,393 |
| Payroll taxes | $6,785 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,900 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $649 |
| Advertising and promotion | $408 |
| Office expenses | $10,604 |
| Information technology | $5,940 |
| 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 | $0 |
| All other expenses | $0 |
| Total functional expenses | $1,369,511 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,839,829 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $144,000 |
| 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 | $29,320,898 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $32,304,727 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $1,194,645 |
| 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 | $1,194,645 |
| Net assets without donor restrictions | $4,779,177 |
| Net assets with donor restrictions | $26,330,905 |
| 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 | $32,304,727 |
Grants Awarded
Over the last fiscal year, Fort Atkinson Community Foundation has awarded $619,720 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
CITY OF FORT ATKINSON PURPOSE: VARIOUS CITY IMPROVEMENT PROJECTS | $342,744 |
Fort Atkinson, WI PURPOSE: VARIOUS PROGRAMS | $105,000 |
Fort Atkinson, WI PURPOSE: VARIOUS PROGRAMS | $100,000 |
SCHOOL DISTRICT OF FORT ATKINSON PURPOSE: VARIOUS HIGH SCHOOL PROJECTS | $52,576 |
Whitewater, WI PURPOSE: VARIOUS PROGRAMS | $14,000 |
Fort Atkinson, WI PURPOSE: VARIOUS PROGRAMS | $5,400 |
Grants Recieved
Over the last fiscal year, we have identified 6 grants that Fort Atkinson Community Foundation has recieved totaling $127,370.
| Awarding Organization | Amount |
|---|---|
Theodore W Batterman Family Foundation Inc Milwaukee, WI PURPOSE: RENEWAL OF THE THEODORE W. BATTERMAN FAMILY FOUNDATION SCHOLARSHIP PROGRAM | $51,000 |
Lloyd Hake Scholarship Tr St Louis, MO PURPOSE: PROGRAM SUPPORT | $46,447 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $11,000 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $10,173 |
Elizabeth Jones Chisholm Charitable Trust Milwaukee, WI PURPOSE: ELIZABETH JONES CHISHOLM DONOR-ADVISED FUND | $8,500 |
Ge Foundation Norwalk, CT PURPOSE: MATCHING GIFTS | $250 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Communitygiving St Cloud, MN | $193,103,222 | $46,523,540 |
Quad Cities Community Foundation Bettendorf, IA | $165,771,747 | $15,098,956 |
Muskegon County Community Foundation Muskegon, MI | $247,862,579 | $28,555,582 |
Greater Cedar Rapids Community Foundation Cedar Rapids, IA | $223,368,352 | $26,493,454 |
Community Foundation Of Greater Flint Flint, MI | $212,857,243 | $17,865,297 |
Ann Arbor Area Community Foundation Ann Arbor, MI | $219,428,649 | $31,760,954 |
3m Open Fund Blaine, MN | $2,792,523 | $13,492,516 |
Fremont Area Community Foundation Fremont, MI | $291,559,908 | $22,142,594 |
Dupage Community Foundation Downers Grove, IL | $125,703,251 | $14,295,087 |
Grand Haven Area Community Foundation Inc Grand Haven, MI | $189,481,921 | $23,464,810 |
Oshkosh Area Community Foundation Corporation Oshkosh, WI | $140,509,815 | $17,534,681 |
Community Foundation Of Greater Dubuque Dubuque, IA | $145,486,240 | $37,640,315 |