2024-10-11T16:50:48-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2023-01-01 842128752 WISCONSIN FOUNDATION UNITED CHURCH OF CHRIST INC UNIT 6088467880 W1000 SPRING GROVE ROAD RIPON WI 54971 REV ANDREW WARNER PRESIDENT AND CEO 6088467880 2024-10-10 1 0 MIKE HABLEWITZ CPA P01259157 6082744020 2024-09-24 2023 2024-10-15 13:58:12Z REV ANDREW WARNER W1000 SPRING GROVE ROAD RIPON WI 54971 7204117 0 X WCUCC.ORG/CONFERENCE-GIVING/WISCONSIN-FOUNDATION X 2019 WI PROMOTE A CULTURE OF GENEROSITY AND CONNECTS PEOPLE ACROSS THE UCC IN WORKING FOR A MORE JUST WORLD. 6 5 0 11 0 0 260988 7083701 49844 116346 3563 957 2719 3113 317114 7204117 47497 81798 0 0 0 88891 0 0 14759 88568 131626 136065 302315 181049 6901802 10601031 12480043 10100671 4968248 500360 7511795 THE FOUNDATION IS A CATALYST FOR POSITIVE CHANGE IN THE LIFE OF THE UNITED CHURCH OF CHRIST IN WISCONSIN; PROMOTES A CULTURE OF GENEROSITY; AND CONNECTS PEOPLE ACROSS THE UCC IN WORKING FOR A MORE JUST WORLD. 0 0 210817 81798 116346 AWARDING GRANTS FOR COMMUNITY BENEFIT AND IMPROVEMENT, LEADERSHIP DEVELOPMENT, AND TO SUPPORT POSITIVE CHANGE THROUGH THE UNITED CHURCH OF CHRIST IN WISCONSIN. 210817 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 WI X COMMUNITY FOUNDATION OF THE UPPER P 9067866654 2420 1ST AVE SOUTH ESCANABA MI 49829 REV FRANZ RIGERT CHAIR 2.00 40.00 X X 0 88033 69700 BRET BICOY VICE CHAIR 2.00 1.00 X X 0 0 0 STEVE HIRBY SECRETARY 2.00 X X 0 0 0 REV LESLIE SCHENK TREASURER 2.00 1.00 X X 0 0 0 PAUL KARCH DIRECTOR 1.00 1.00 X 0 0 0 SARAH CARUSO DIRECTOR (THRU NOV) 1.00 X 0 0 0 REV ANDREW WARNER PRESIDENT AND CEO 10.00 10.00 X 0 6186 44690 0 94219 114390 0 0 1 0 0 6487027 596674 2996 7083701 FEES 813110 116346 116346 116346 957 957 3113 3113 3113 7204117 116346 0 4070 81798 81798 88891 57724 20778 10389 289 289 25858 25858 351 351 5431 5431 50448 19732 26346 4370 4687 4551 136 8483 8483 3227 3227 29871 29871 2981 2981 302315 210817 76739 14759 240663 65517 0 1262 8626810 10876991 727574 547681 930000 897555 75984 91037 10601031 12480043 7126 1093 10093545 4967155 10100671 4968248 X 202870 5176723 297490 2335072 500360 7511795 10601031 12480043 6901802 109633 0 X 0 1 X 1 0 X 627752 683698 58613 260988 7083701 8714752 627752 683698 58613 260988 7083701 8714752 325364 8389388 10832 1578 96 3563 957 17026 8731778 301507 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 PROGRAM NOTE RECEIVABLE 897555 C 897555 7313399 109633 -351 109282 7204117 0 7204117 301964 0 301964 351 351 302315 PART IV, LINE 2B: THE FOUNDATION MAINTAINS VARIANCE POWER AND LEGAL OWNERSHIP OF AGENCY ENDOWMENT FUNDS AND, AS SUCH, CONTINUES TO REPORT THE FUNDS AS ASSETS OF THE FOUNDATION. HOWEVER, IN ACCORDANCE WITH CURRENT AUTHORITATIVE ACCOUNTING GUIDANCE, A LIABILITY HAS BEEN ESTABLISHED FOR THE PRESENT VALUE OF THE FUTURE PAYMENTS EXPECTED TO BE MADE TO THE NOT-FOR-PROFIT ORGANIZATIONS, WHICH IS GENERALLY EQUIVALENT TO THE FAIR VALUE OF THE FUNDS. THE FOUNDATION WAS THE OWNER OF 55 AGENCY ENDOWMENT FUNDS IN 2023 AND 51 AGENCY ENDOWMENT FUNDS IN 2022 WITH A COMBINED FAIR VALUE OF $4,967,155 AND $10,093,545, RESPECTIVELY. ALL FINANCIAL ACTIVITY FOR THE YEAR THEN ENDED RELATED TO THESE FUNDS IS EXCLUDED FROM IN THE STATEMENTS OF ACTIVITIES AND HAS BEEN CLASSIFIED AS A LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -351. 1 PROVINCE OF ST JOSEPH OF THE CAPUCHIN ORDER PO BOX 05830 MILWAUKEE WI 532050830 381525161 501(C)(3) 0 35255 GENERAL SUPPORT EPIKOS CHURCH 2308 E BELLEVIEW PLACE MILWAUKEE WI 53211 200655547 501(C)(3) 0 10017 GENERAL SUPPORT 2 0 PART I, LINE 2: ONCE GRANT FUNDS ARE DISBURSED, THE ORGANIZATION DOES NOT HAVE ANY PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS. X 0 0 0 0 0 0 0 0 0 0 0 REV FRANZ RIGERT CHAIR 0 88033 0 0 0 0 0 14700 0 55000 0 157733 0 0 FORM 990, PART V, LINE 2A: WISCONSIN FOUNDATION UNITED CHURCH OF CHRIST, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, WISCONSIN CONFERENCE OF THE UNITED CHURCH OF CHRIST, INC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF WISCONSIN FOUNDATION UNITED CHURCH OF CHRIST, INC., HOWEVER, WISCONSIN CONFERENCE OF THE UNITED CHURCH OF CHRIST, INC. IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM WISCONSIN CONFERENCE OF THE UNITED CHURCH OF CHRIST, INC. ANDREW WARNER WORKS FOR BOTH ENTITIES AND HIS COMPENSATION IS RECORDED IN THE RELATED ORGANIZATION COLUMNS. THE APPROXIMATE TOTAL COMPENSATION FOR ANDREW'S WORK AT THE FOUNDATION IS $10,000. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE MEMBER. THE MEMBER SHALL BE THE WISCONSIN CONFERENCE OF THE UNITED CHURCH OF CHRIST, INC., A WISCONSIN NON-STOCK CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A NEW DIRECTORS OF THE FOUNDATION SHALL BE ELECTED BY THE MEMBER AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATIONS ARTICLES OF AMENDMENT AND BYLAWS MAY BE AMENDED ONLY BY THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT LEAST ANNUALLY BY THE DIRECTORS. ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. A DIRECTOR OR OFFICER WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. WISCONSIN CONFERENCE OF THE UNITED CHURCH OF CHRIST INC W1000 SPRING GROVE RD RIPON WI 54971 391021990 RELIGIOUS WI 501(C)(3) LINE 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0