Greater Jefferson County Foundation
- Assets
- $7.8m
- Revenue
- $1.4m
- Investments
- $0.0
- Employees
- 1
- Location
- Fairfield, IA
- Founding
- 08/1977
- Data as of
- 03/2022
- EIN
- 51-0172078
Organization Overview
Greater Jefferson County Foundation is located in Fairfield, IA. The organization was established in 1977. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Greater Jefferson County 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 03/2022, Greater Jefferson County Foundation generated $1.4m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.0%) each year. All expenses for the organization totaled $525.7k during the year ending 03/2022. As we would expect to see with falling revenues, expenses have declined by (17.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Greater Jefferson County Foundation has awarded 80 individual grants totaling $5,228,707. 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
THE GREATER JEFFERSON COUNTY FOUNDATION RECEIVES, ACCEPTS AND DISTRIBUTES FUNDS FOR EDUCATIONAL, CULTURAL, CIVIC AND CHARITABLE PURPOSES FOR THE BENEFIT OF THE GREATER COMMUNITY OF JEFFERSON COUNTY, IOWA.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COMMUNITY IMPROVEMENT THROUGH GRANTS OF ASSISTANCE TO QUALIFIED COMMUNITY NON-PROFIT ORGANIZATIONS. THIRTY-SEVEN ORGANIZATIONS BENEFITTED FROM GRANTS DURING THE YEAR.
COMMUNITY IMPROVEMENTS THROUGH ADMINISTRATION AND DISTRIBUTION OF SCHOLARSHIP FUNDS TO INDIVIDUAL STUDENTS IN JEFFERSON COUNTY IOWA. SCHOLARSHIPS WERE AWARDED TO FORTY-FIVE RECIPIENTS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sim Buckley Treasurer | OfficerTrustee | 1 | $0 |
Ashley Manning Secretary | OfficerTrustee | 1 | $0 |
Frank Redeker President | OfficerTrustee | 1 | $0 |
Kathy Winkleman Vice Preside | OfficerTrustee | 1 | $0 |
Matt Eakins Director | Trustee | 1 | $0 |
Justin Engwall Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $32,101 |
| Government grants | $145,443 |
| All other contributions, gifts, grants, and similar amounts not included above | $616,204 |
| Noncash contributions included in lines 1a–1f | $59,212 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $793,748 |
| Total Program Service Revenue | $0 |
| Investment income | $526,108 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $112,572 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,435,385 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $333,666 |
| Grants and other assistance to domestic individuals. | $110,699 |
| 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 | $8,759 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $670 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $16,680 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $40,884 |
| Fees for services: Other | $0 |
| Advertising and promotion | $2,236 |
| 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 | $2,142 |
| All other expenses | $819 |
| Total functional expenses | $525,715 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $307,134 |
| Savings and temporary cash investments | $75,083 |
| 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 | $102,852 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $60,000 |
| Investments—publicly traded securities | $7,260,326 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $7,805,395 |
| 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 | $307 |
| Total liabilities | $307 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| 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 | $7,805,088 |
| Total liabilities and net assets/fund balances | $7,805,395 |
Grants Awarded
Over the last fiscal year, Greater Jefferson County Foundation has awarded $289,724 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
Fairfield, IA PURPOSE: BUILDING CONSTRUCT | $50,000 |
CITY OF FAIRFIELD PURPOSE: CENTRAL PARK | $41,561 |
Fairfield, IA PURPOSE: OPERATIONAL EXPENSES | $39,208 |
Fairfield, IA PURPOSE: REPAIRS & SUPPLIES | $31,869 |
Davenport, IA PURPOSE: GENERAL PURPOSE | $25,000 |
Fairfield, IA PURPOSE: EQUIPMENT | $17,712 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Greater Jefferson County Foundation has recieved totaling $5,886.
| Awarding Organization | Amount |
|---|---|
Community Fdn Of Greater Des Moines Des Moines, IA PURPOSE: GRANT DISTRIBUTION | $5,386 |
Cambridge Foundation Inc Fairfield, IA PURPOSE: SUPPORT FAIRFIELD CULTURAL ALLIANCE | $500 |
Endowment Analysis
| Beg. Balance | $844,243 |
| Earnings | $36,673 |
| Admin Expense | $16,146 |
| Net Contributions | $240,149 |
| Grants | $143,154 |
| Ending Balance | $961,765 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Greater Milwaukee Foundation Inc Milwaukee, WI | $1,114,706,959 | $151,763,598 |
Thrivent Charitable Impact & Investing Appleton, WI | $809,708,853 | $138,812,775 |
Community Fdn Of Greater Des Moines Des Moines, IA | $756,930,676 | $144,988,273 |
Greater Green Bay Community Foundation Inc Green Bay, WI | $158,723,657 | $42,186,646 |
Omaha Community Foundation Donor Directed Depository Omaha, NE | $49,176,399 | $38,155,808 |
Nebraska Community Foundation Lincoln, NE | $227,749,373 | $20,781,363 |
Community Foundation For The Fox Valley Region Inc Appleton, WI | $500,269,949 | $60,999,391 |
Madison Community Foundation Madison, WI | $285,628,719 | $40,248,600 |
Elks National Foundation Inc Chicago, IL | $936,472,552 | $62,047,958 |
Sioux Falls Area Community Foundation Inc Sioux Falls, SD | $264,068,911 | $59,923,672 |
Lincoln Community Foundation Inc Lincoln, NE | $161,472,860 | $29,470,305 |
Community Foundation Of The Ozarks Inc Springfield, MO | $393,798,423 | $57,110,719 |