Mequon-Thiensville Community Foundation Inc
- Assets
- $582.3k
- Revenue
- $299.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Mequon, WI
- Founding
- 09/1999
- Data as of
- 12/2023
- EIN
- 39-1961314
Organization Overview
Mequon-Thiensville Community Foundation Inc is located in Mequon, 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Mequon-Thiensville 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, Mequon-Thiensville Community Foundation Inc generated $299.3k in total revenue. This organization has experienced exceptional growth, as over the past 9 years, it has increased revenue by an average of 19.8% each year . All expenses for the organization totaled $94.0k during the year ending 12/2023. 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
2023
Describe the Organization's Mission:
Part 3 - Line 1
TO ENHANCE THE QUALITY OF LIFE IN MEQUON AND THIENSVILLE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTIONS TO LOCAL ORGANIZATIONS FOR THE BENEFIT OF COMMUNITY PROGRAMS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lori Lorenz President | OfficerTrustee | 3 | $0 |
Jim Button Vice President | OfficerTrustee | 3 | $0 |
Carey Bongard Secretary | OfficerTrustee | 3 | $0 |
Brian Ertmer Treasurer | OfficerTrustee | 3 | $0 |
Philip Eckert Director | Trustee | 2 | $0 |
Dan Gannon Director | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $114,348 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $184,906 |
| Noncash contributions included in lines 1a–1f | $659 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $299,254 |
| Total Program Service Revenue | $0 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $7,811 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $9,413 |
| Net Income from Fundraising Events | -$17,215 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $299,263 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $72,642 |
| 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 | $2,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,581 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $5,458 |
| 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 | $737 |
| All other expenses | $0 |
| Total functional expenses | $93,984 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,125 |
| Savings and temporary cash investments | $100,504 |
| 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 | $412,804 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $63,874 |
| Total assets | $582,307 |
| 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 | $138,290 |
| Net assets with donor restrictions | $444,017 |
| 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 | $582,307 |
Grants Awarded
Over the last fiscal year, Mequon-Thiensville Community Foundation Inc has awarded $50,076 in support to 4 organizations.
| Grant Recipient | Amount |
|---|---|
MEQUON-THIENSVILLE LITTLE LEAGUE PURPOSE: YOUTH SPORTS | $10,000 |
MEQUON POLICE DEPARTMENT PURPOSE: K-9 UNIT | $22,977 |
OZAUKEE WASHINGTON LAND TRUST PURPOSE: OPERATION SUPPORT | $10,000 |
FRIENDS OF JONATHAN CLARK HOUSE PURPOSE: OPERATION SUPPORT | $7,099 |