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Community Development : Community Foundations

Community Foundation for the Fox Valley Region

Helping donors share

four stars

91.98

4455 West Lawrence Street Grand Chute
Appleton, WI 54914
tel: (920) 830-1290   Web Site
EIN: 39-1548450

Board Leadership
Jon Stellmacher
Chair

CEO
Curt Detjen
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.98 four stars
  Financial 88.66 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 09/03/2019 and includes data from FY2018, the most recent 990 received at that time.

Established in 1986, the Community Foundation for the Fox Valley Region works to strengthen our community for current and future generations by helping people make a difference in the lives of others. We provide a way for individuals, families and businesses to permanently support local needs. People give through the Community Foundation to fulfill their charitable goals in easy, meaningful and efficient ways. Our service region includes Outagamie, Calumet, Waupaca, Shawano and northern Winnebago counties.

Established in 1986, the Community Foundation for the Fox Valley Region works to strengthen our community for current and future generations by helping people make a difference in the lives of others. We provide a way for individuals, families and businesses to permanently support local needs. People give through the Community Foundation to fulfill their charitable goals in easy, meaningful and efficient ways. Our service region includes Outagamie, Calumet, Waupaca, Shawano and northern Winnebago counties.

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Financial

three stars

88.66

Accountability & Transparency

four stars

100.00

This rating was published 09/03/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
86.4%
  Administrative Expenses 11.9%
  Fundraising Expenses 1.5%
  Fundraising Efficiency < $0.01
  Working Capital Ratio (years) 14.41
  Program Expenses Growth 11.9%
  Liabilities to Assets 22.7%
All data for Financial Performance Metrics calculations was provided by Community Foundation for the Fox Valley Region on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Community Foundation for the Fox Valley Region on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Community Foundation for the Fox Valley Region (WI) 91.98 four stars
Santa Barbara Foundation (CA) 95.50 four stars
Central New York Community Foundation (NY) 97.89 four stars
Common Counsel Foundation (CA) 91.41 four stars
North Carolina Community Foundation (NC) 96.24 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $123,481,528
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $194,807
   Government Grants $0
Total Contributions $123,676,335
   Program Service Revenue $439,756
Total Primary Revenue $124,116,091
   Other Revenue $14,915,105
TOTAL REVENUE $139,031,196
   
EXPENSES  
   Program Expenses $20,206,974
   Administrative Expenses $3,130,655
   Fundraising Expenses $316,948
TOTAL FUNCTIONAL EXPENSES $23,654,577
   
Payments to Affiliates $0
Excess (or Deficit) for the year $115,376,619
   
Net Assets $329,728,087

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants $20,206,974 100.0%

Ratings History
Community Foundation for the Fox Valley Region has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 09/03/2019 91.98 four stars
2017-06 08/01/2018 91.93 four stars
2016-06 10/01/2017 91.57 four stars
2015-06 07/01/2016 89.55 three stars
2015-06 06/01/2016 89.17 three stars
 
CN 2.0
2014-06 09/01/2015 90.05 four stars
2013-06 09/01/2014 87.85 three stars
2012-06 07/01/2013 84.36 three stars
2011-06 05/01/2012 79.04 two stars
2010-06 09/20/2011 85.60 three stars
 
CN 1.0
2009-06 11/24/2010 76.95 two stars
2008-06 05/01/2009 86.22 three stars
2007-06 09/01/2008 88.94 three stars
2006-06 05/01/2007 89.01 three stars
2005-06 06/01/2006 99.49 four stars
2004-06 04/01/2005 86.98 three stars
2003-06 05/01/2004 97.07 four stars
2002-06 04/15/2003 99.46 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 39-1548450
Name in IRS Master File COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
NTEE Code T31
NTEE Classification Community Foundations
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (561) Gifts or grants to individuals (other than scholarships)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1986
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$260,349 1.10% Curt Detjen President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Community Foundation for the Fox Valley Region (WI) 91.98 four stars
California Community Foundation (CA) 95.47 four stars
Akron Community Foundation (OH) 89.45 three stars
The San Francisco Foundation (CA) 97.17 four stars
Foundation For The Carolinas (NC) 97.17 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

Community Foundation for the Fox Valley Region
4455 West Lawrence Street
Grand Chute
Appleton, WI 54914
tel: (920) 830-1290
fax: (920) 830-1293
EIN: 39-1548450

Visit Web Site

Board Leadership

Jon Stellmacher
Chair

CEO

Curt Detjen
President, CEO

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