Charity Impact Media

Home › Philanthropy, voluntarism & grantmaking

Community Foundation for the Fox Valley Region

Appleton, WI · EIN 39-1548450 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Community Foundation for the Fox Valley Region reported $60.6 million in revenue and $40.8 million in expenses for calendar year 2024. Of every $100 it spent, $91.17 went to program services, $7.56 to management and general costs and $1.27 to fundraising. Its largest source of revenue was investment income: 53.4% of the total. The highest compensation it reported for one person was $419,832 (PRESIDENT/CEO). 6 people received more than $100,000 in reportable compensation. Revenue rose 149% between FY2020 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $41M

For context, the median across 1,001 covered philanthropy, voluntarism & grantmaking charities: $91.65 programs, $6.50 management, $1.85 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $61M

Other revenue was negative: −$7,454. The bar shows the positive sources only.

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 1,001 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
91.2%90.2%
Management & general
Part IX 25(C) ÷ 25(A)
7.6%6.4%
Fundraising
Part IX 25(D) ÷ 25(A)
1.3%1.8%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$0.02$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
45.8%79.9%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%0.0%
Program service revenue share
Part VIII 2g ÷ 12
0.9%0.0%
Highest reported compensation
Part VII-A, columns D–F
$419,832$325,675
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
1.03%1.56%
People paid over $100,000
Part VII, line 2
63
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
136.656.6
Independent voting board members
Part VI 1a–1b
21 of 21100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$37M expenses · 99.5% of program spending · grants $35M · revenue $476K

Grants were awarded from charitable funds established by individuals, families, businesses and organizations reflecting their wishes for giving back in ways that collectively strengthen our community for current and future generations. These grants make a difference in the lives of people throughout the Fox Valley region in the areas of arts & culture, education, community improvement, health care, human services, the environment and religion. Our discretionary grant program includes the following efforts: 1) help strengthen nonprofit organizations; 2) provide community leadership grants to…

$181K expenses · 0.5% of program spending · revenue $61,926

The mission of the nonprofit leadership initiative (npli) is to provide Fox Valley area nonprofits with opportunities for leadership development and learning to better achieve their missions. In 2024, npli offered 21 training and educational opportunities, and 438 nonprofit leaders participated representing 173 different organizations. Npli envisions a healthy and resilient region where nonprofit leaders and organizations have access to the resources they need and are equipped with the skills to make our community a great place to live for all. This collective impact was made across our core…

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT/CEO
Officer, 40.00 hrs/week
$363,603$0$56,229$419,832
CFO
Officer, 40.00 hrs/week
$181,826$0$28,879$210,705
VP COMMUNITY ENGAGEMENT
Officer, 40.00 hrs/week
$140,944$0$23,721$164,665
VP DONOR SERVICES THRU 8/24
Officer, 40.00 hrs/week
$115,369$0$26,354$141,723
VP DONOR SERV/GIFT PLAN AS OF 8/24
Officer, 40.00 hrs/week
$120,201$0$3,603$123,804
DIRECTOR OF GIFT PLANNING
Highest compensated employee, 40.00 hrs/week
$100,202$0$3,004$103,206

6 people received more than $100,000 in reportable compensation from Community Foundation for the Fox Valley Region (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.1M (Part IX, line 5).

6 filings since FY2020

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpensesShort periods (after a fiscal-year change) are in the table, not the chart.
$0$20M$40M$60M$80MFY2020FY2021202220232024$61M$41M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$61M$41M91.2%$465M$419,832
2023 ⓘ$50M$29M87.6%$431M$387,261
2022 ⓘ$47M$38M89.0%$371M$365,038
FY2021 (6 mo.) ⓘ$44M$24M91.5%$440M$355,147
FY2021 ⓘ$61M$38M89.8%$421M$345,012
FY2020 ⓘ$24M$29M87.9%$331M$345,243

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b21 · 21 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4Yes
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bYes
  • Employees Part I, line 554
  • Volunteers Part I, line 6100

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
EAGLE CAPITAL INVESTMENTS
Investment management
$334,998
SILCHESTER INTERNATIONAL INVESTORS LLP
Investment management
$214,569
CLIFTONLARSONALLEN LLP
Audit and payroll services
$138,150
VULCAN INVESTMENTS LLC
Investment management
$127,250
JOHNSON FINANCIAL GROUP
Investment management
$114,573

Individuals listed as contractors are left out. 5 contractors were paid more than $100,000 in all.

Private foundation grants it received

12 private foundations reported grants to Community Foundation for the Fox Valley Region totaling $3.6M on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Community Foundation for the Fox Valley Region's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Community Foundation for the Fox Valley Region, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All philanthropy, voluntarism & grantmaking charities · Largest charities in Wisconsin

Questions people ask

How much of Community Foundation for the Fox Valley Region's spending goes to programs?

In calendar year 2024, Community Foundation for the Fox Valley Region reported that 91.2% of its $40.8 million in expenses went to program services, 7.6% to management and general and 1.3% to fundraising (Form 990, Part IX).

How much does Community Foundation for the Fox Valley Region pay its top executive?

The largest total compensation Community Foundation for the Fox Valley Region reported for one person in calendar year 2024 was $419,832, for the role of PRESIDENT/CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Community Foundation for the Fox Valley Region get its money?

Of $60.6 million in revenue in calendar year 2024, 45.8% came from contributions and grants and 0.9% from program service revenue (Form 990, Part VIII).

Is Community Foundation for the Fox Valley Region a registered charity?

The IRS lists EIN 39-1548450 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202503189349304515 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202443179349309004 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202303199349320600 · read the filing
  • FY2021 (6 mo.): Form 990 for the 6-month short period ending December 31, 2021, object 202203199349312660 · read the filing
  • FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202240979349300239 · read the filing
  • FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202130789349300503 · read the filing

All filings for EIN 39-1548450: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.