Waukesha County Community Foundation Inc.

Mission

Through our permanent endowment funds, project funds and grants, the Waukesha County Community Foundation meets local challenges and improves the quality of life in our community.

Vision

We build a strong Waukesha County through: Collaboration – bringing individuals and organizations together to promote meaningful connections. Education – listening, learning, and sharing information about community needs and effective ways to give. Philanthropic Investment – enhancing the power of donors and fund advisors for impactful solutions.

Goals

1.GROWTH - Increase Financial Assets Ambitiously grow our portfolio to $81.4 M to increase our donors' philanthropic legacies.
2.IMPACT - Select and Advance a Flagship Issue Strategically leverage internal and external relationships and resources to collaboratively address the issue of housing.
3.PROMOTION - Increase Marketing and Brand Awareness Grow, educate and engage our community and donor base through consistent, informative communication about our offerings and impact.

WAUKESHA WI | EIN: 39-1969122

Profile managed by nonprofit | Is this your nonprofit?

501(c)(3) organization

2727 N GRANDVIEW BLVD STE 301,
WAUKESHA WI 53188-6907

https://WWW.WAUKESHAFOUNDATION.ORG

262-513-1861

Waukesha County Community Foundation Inc.

Mission

Through our permanent endowment funds, project funds and grants, the Waukesha County Community Foundation meets local challenges and improves the quality of life in our community.

Vision

Goals

1.GROWTH - Increase Financial Assets Ambitiously grow our portfolio to $81.4 M to increase our donors' philanthropic legacies.
2.IMPACT - Select and Advance a Flagship Issue Strategically leverage internal and external relationships and resources to collaboratively address the issue of housing.
3.PROMOTION - Increase Marketing and Brand Awareness Grow, educate and engage our community and donor base through consistent, informative communication about our offerings and impact.

WAUKESHA WI | EIN: 39-1969122

Profile managed by nonprofit | Is this your nonprofit?

501(c)(3) organization

2727 N GRANDVIEW BLVD STE 301,
WAUKESHA WI 53188-6907

https://WWW.WAUKESHAFOUNDATION.ORG

262-513-1861

Beacon Report

Great
Good
Needs Improvement
Poor
Not Scored
Additional Information

Website Reported on Tax Form:Yes

SCORE100%

No Material Diversion of Assets:Yes

SCORE100%

Financial Statements:Yes

SCORE100%

Audit Oversight Committee:Yes

SCORE100%

No Loans Reported To or From Officers:Yes

SCORE100%

Records Retention Policy:Yes

SCORE100%

Tax Form Disclosed on Website:No

SCORE0%

Accountability Panel
Score	Metric
100%	Website Reported on Tax Form:Yes
100%	No Material Diversion of Assets:Yes
100%	Financial Statements:Yes
100%	Audit Oversight Committee:Yes
100%	No Loans Reported To or From Officers:Yes
100%	Records Retention Policy:Yes
0%	Tax Form Disclosed on Website:No

Science behind the numbers

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Mission

Mission

Beacon Report