C O M M U N I T Y F O U N D A T I O N philanthropyleadership collaboration

2011 Annual Report

There are many ways you can become part of the exciting impact of the

New Richmond Area Community Foundation.

Here are just a few…

Make a meaningful donation each year to an existing fund or funds that align with your charitable interests. You can even schedule ongoing monthly contributions through your bank account or credit card.

Establish your own fund in consultation with foundation staff, structured to achieve your personal philanthropic goals. You may start a Futures Fund with as little as $1000 per year. When your fund is fully endowed at $10,000, it will be eligible to begin making grants to support your designated organizations or areas of interest.

Honor someone special with a foundation contribution for their birthday, anniversary or retirement.

Provide a lasting memorial upon the death of a family member, friend or neighbor.

Become one of the businesses who have committed to an annual contribution in support of foundation operations.

Join the community’s growing network of people making an impact as a participant in the Leadership Trust Initiative.

Practice the principles of collaboration and civil discourse as you interact within the community.

Participate!

PO Box 96, New Richmond, WI 54017 | 715.246.3999 www.nracfoundation.com | nracfoundation@gmail.com

C O M M U N I T Y F O U N D A T I O N philanthropyleadership collaboration

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June 2012

What an exciting start to 2012!

Your Foundation has made significant strides to move us towards our goal of “Being one of the most generous communities in America by providing $1,000,000 every year in programs, grants and human capital.”

We have:• Cemented an affiliation with St Croix Valley Foundation allowing

us to fall under their professional umbrella, while maintaining our independence.

• Achieved significant cost savings through the affiliation, a reduction in operating expenses of $50,000 per year.

• Graduated 19 more students from our Leadership Trust Initiative Program.

• Added 23 participants to LTI-4• Initiated a new grant cycle which will close 6/2012• Saw our total asset base exceed $1,500,000• Initiate the planning cycle for the perpetuation of the Community

Commons.

We truly appreciate your support of the Foundation. We choose to be a catalyst and conduit for improving the fabric of our community. You are helping do exactly that!

Sincerely,

Heather McAbeeChair

Linda Aton Lisa Bensen Darian Blattner

Troy Boe Bill Buell Jim Bump

Katie Cole Kristen Cooan Jim Counter

Scott Counter Wendy Dixen Dadez Mike Derrick

Ron Derrick Scott Destasio Jeff Dionisopoulos

Joe Earley Erin Eneboe Mike Evans

Cheryl Emerson Larry Gee Marie Gremore

Jane Hanson Laurie Harvieux Tom Heintz

Michele Hermansen Richard Hesselink Bryan Hop

Sue Johnson Scott Jones Joe Kerlin

Greg Kier Bill Knutson Dan Koski

Garry Krause Erica Kufus Jesse Kvitek

Andrew Marrier Dori Marty Paul Mayer

Heather McAbee Dave Mehls Shanon Mehls

Tom Mews Jeff Moberg Trish Moberg

Courtney Moe Kevin Morris Deena Neumann

Frank Norton Angela Olson Sara Peterson

Tracey Preece Todd Rehnelt Donna Satterlund

Jill Schreck Chris Skoglund Linda Skoglund

Steve Skoglund Mark Smith Adam Swanda

Morrie Veilleux Scott Vrieze Jackie Waalen

Chris Wheeler Tate Wheeler JoAnn Wrich

Rhonda Zontelli

2009 - 2012 Leadership Trust Initiative Graduates

The Foundation A foundation is the place where you come to build the community you long for. The Foundation has been providing citizens the opportunity to improve the area’s quality of life through on-going, community building efforts for over 30 years. The Foundation’s efforts and contributions, since its inception in 1980, have been directed to community building activities that the benefactors have felt most strongly about. By collaborating with us you will sustain a legacy of community caring and sharing that dates back to the cyclone of 1899.

The fruits of the Foundation’s efforts can be found in many places in New Richmond and surrounding communities:

The recreational trail system Youth and family programsHealth and wellness activities Support of school district initiativesLeadership training Community enhancement projects We believe that being engaged in giving back to one’s community is an essential component of local citizenship. This belief is represented in the core values of the foundation, philanthropy, leadership and collaboration. As a foundation we have given back to this community over 160 times.

The Foundation is made up of your friends, colleagues and neighbors. Our community foundation is a public entity created by and for the people of the New Richmond area. We enable individuals to effectively support causes they care about, through both financial and non-financial contributions. As we engage in service-based philanthropy, we are committed to cultivating the dreams of our citizens; nurturing the possibilities for our communities; facilitating the leadership and developing the resources necessary to bring these dreams and possibilities into reality.

The prosperity of any community depends on how well the growth can be nourished. Please contact us today so you can help us build the community you want.

Program Spotlight:Leadership Trust Initiative (LTI)LTI is a part of the Front Porch Project and is offered in conjunction with the New Richmond Area Community Foundation (NRACF). 2012 is the fourth year this program is being offered to New Richmond area community citizens. The training will be facilitated by Patrick Overton, Director of the Front Porch Project.

LTI-4 is a nine session experience beginning the end of May. The meetings consist of a wide variety of learning opportunities including printed resources, interactive group discussion on timely leadership issues, specific leadership practice experiences, outside speakers, panels, videos, community creativity projects and many other opportunities. These experiences are all designed to assist participants in exploring the principles and practice of citizen-leadership.

Each year the LTI participants include a mix of emerging and established leaders; diverse cultural backgrounds; wide representation from the public, private, and nonprofit sectors; and representative geographical locations within the New Richmond area.

LTI-3 Graduates

Grants: A Year in Review Board of DirectorsThe diversity and active community leadership of our board is a key strength of our foundation. Board members represent a cross-section of our community.

Heather McAbee Bremer Bank 715-246-8167

Paul Mayer PCM Global Solutions 715-246-3705 Tom Mews First National Community Bank 715-246-6901

Steve Skoglund Skoglund Oil 715-246-4767

Joe Beuning New Richmond Clinic 715-246-6866

Bill Buell Domain, Inc. 715-246-6525 Joe Earley Earley Law Offices 715-246-7555

Trish Moberg New Richmond High School 715-243-1786

Tim O’Brien Bakke Norman Law Offices 715-246-3800

Dave Schleh Consultant 651-491-8203

Morrie Veilleux New Richmond Schools 715-243-7413

JoAnn Wrich The Deerfield 715-243-3900 Jim Counter Past Chair, Advisor 715-246-6005 James Craig Past Chair, Advisor 715-246-6242

Our mission is to improve the fabric of our community. Each year area organizations submit the necessary paperwork required to apply for a grant through the NRACF. All applications are throughly reviewed by the board of directors. Granted dollars this year went to the following orgaizations:

Western Wisconsin Autism Advocacy & Consulting CenterThis grant is for the 3rd annual conference on autism for educators, families and related professionals. The conference is held at the University of Wisconsin River Falls with nationally known speakers.

New Richmond Area CentreThe New Richmond Area Centre was awarded two grants in 2011. The first grant was to provide support for two specific youth leadership programs for middle and high school students.

The second grant awarded to The Centre was for the community wide program, The Vitality Initiative. The purpose of the Vitality Initiative is to promote individual and community wide health and well being. This grant provides some start-up funding for website design and public information.

Family MeansFamily Means is a social service agency that provides services needed by individual and families during times of challenges and change. This grant is for a TeenScreen program which is a specialized suicide risk screening that Family Means provides with parental permission to teens in our high school.

Family Resource Center - St. Croix ValleyFamily Resource Center St. Croix Valley served over 1,500 people in their program in 2010. This grant supported a pre-school child and parent group that meets weekely in New Richmond to increase parent knowledge of early childhood development and improve parenting practices. This program has been proved to increase children’s school readiness and success.

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Grace PlaceThis grant was for the Back Pack program that provides nutritious food to hungry children at times when other resources are not available, such as weekends and school vacations. Back packs are discreetly distributed to children each week through the school, and contains extra food for younger siblings at home as well.

New Richmond Head StartHead Start is a federally funded program that provides educational and health resources to families in need with children through the age of 4. Head Start has moved to the Community Commons. This grant was for a room divider that would help lessen the distractions to the 3 & 4 year olds.

School District of New RichmondThe School District was awarded two grants in 2011. The first one going to The Friendship Games which gives students with disabilities a chance to compete in track and field events and other fun activites geard toward children with special needs. Sixteen area school districts attend and it is hosted each spring by a different school This grant provided funding for things such as awards and prizes, signs, and other equipment needed for the day.

The second grant was for a middle school program called Tiger Crew. Tiger Crew helps acclimate familes and students who are new to our school district. It also provides resources and materials that help students make the transition from 5th grade in elementary school to 6th grade in middle school.

St. Croix Valley Restorative Justice ProgramThis grant to the Restorative Justice Program provided partial funding for Victim Impact Panels in the NR area. The panels engage people who are working to restore driving privileges lost as a consequences of drinking and driving. Outreach is to people who have been impacted by traffic fatalities involving impaired driving. Area courts and human services have found the panels to help reduce repeat offending.

Our Donors (continued)

David & Lisa OlsonGraham OlsonJohn OttesonThomas OttesonW.B. & Sabra OttesonOtto Bremer FoundationPCM Global SolutionsJames & Beverly PeirsonJohn & Marie PeirsonMarilyn PeplauHarris & Beverly PetersonNancy PetersonMike & Barb PetersonDaren PowersPresbyterian HomesKent & Marlene RebeckHeather RedmondTodd RehneltJames & Judith RemingtonRemington Law OfficesDonald & Fay ReppeMaryKay and Andrew RiceTim RiemenschneiderDoug & Kathy RivardJean RoachRoyal Credit UnionJohn & Sharon RubinMichael & Linda SagerTimothy & Candice SchafferDave SchlehJill SchreckTimothy & Teresa SchreinerRichard & Judith Simma

Linda & Karl SkoglundVern & Donna SkoglundSkoglund Oil Co. Inc.Warren & Karen SmallidgeMark & Meredith SmithJohn SoderbergSusan & Kurt SrokaSt. Croix Valley FoundationStar Prairie Fish & Game Inc.Darrell or Sheryl StoddardDonald/Naomi StovalJohn & Deborah SturtevantAvalene SwansonTCU Manpower Training DeptWillys & Fran ThomsonPer TrelstadSteven & Nancy UlrichUnited Way of St. Croix CountyMorrie VeilleuxWesley & Judith WendtlandtWestconsin Credit UnionLaurence & Virginia WilliamsWillow River RunMiles & Audrey WittigSteven & Marjorie WojanJoAnn WrichXcel EnergyJames & Susan ZajkowskiAnthony & Kelly ZantuaRhonda Zontelli

Rosella FreiermuthFriday Memorial LibraryFrontier CommunicationLori GebhardGerald & Beth FisherRobert & Lorraine GoodladBradley GuinnBradley & Marilynn GuinnJohn & Judith HaaschThedore HalandJames & Diane HankesJane HansenWendy HanzlikHarper Brush CompanyMichael & Catherine HaugenThomas or Rita HawleyJames HeebinkRobert HeebinkJ HellingWarren & Deborah HenkeJames & Michele HermansenRick HertzenbergRobert HertzenbergFaith HesselinkRichard HesselinkArthur & Judy HolleRodney & Kathleen HolleDonald & Shirley HolmbergSandra HolmesHugh J. Anderson FoundationJA Counter & AssociatesMichael & Cynthia JensenJohn & Jean McIlwainBradley & Susan JohnsonMichael Johnson

Johnson Motor SalesJeff JohnstonRon & Diana JohnstonLester JonesBetty & William KomulaJanel & Kevin KruegerBeverly KrummTerrance & Annette KuceraJesse KvitekDorothy LandsbergWilliam & Anne LangfordBill & Lisa LeahyMargaret LindellJillian LukenPaul & Vicki MayerHeather McAbeeRuth Mc CabeMarilyn McCartyMedicaDavid & Shannon MehlsNeal & Joyce MelbyTom & Carrie MewsAlice MichelsMidwest DentalJohn MikeTrisha MobergDavid & Karen MoenRalph MondorGary & Gayle NasanNash FinchScott & Jean NeedhamNew Richmond ClinicNew Richmond UtilitiesTim O’BrienMartin & Patricia O’Connell

Grants: A Year in Review Continued...

New Richmond Area Senior CenterThe Senior Center recently moved to a bigger space in the Community Commons building. That move has provided more interaction with other people for the participants. This grant provided funding for a wheelchair accessible ramp in their new space at the Commons.

Turning PointTurning Point provides emergency shelter and services to victims of domestic violence and sexual violence. Services are confidential and free to people in Pierce and St. Croix Counties. This grant provided funding for supplies and services for the people who were served in the New Richmond Area.

VFW Memorial Post 10818The VFW serves special and often confidential needs of active service people and veterans of foreign wars and their families. The VFW is another group that has recently moved into the Community Commons. This grant provided funding towards secure storage for thier ceremonial rifles and equipment.

Luther Point Bible Camp Foundation Luther Point Bible Camp is located near Grantsburg and provides summer camping experiences for youth and families. They will be supported annually through a grant from one of our endowed funds.

UW-River Falls FoundationThe University of Wisconsin River Falls Foundation is also supported through a grant from one of our endowed family funds.

The Finance and Investment Committee works with St. Croix Valley Foundation to provide investment advice and to safe keep the assets of the foundation. These assets are prudently managed within a written policy formally approved by the NRACF Board of Directors.

The figures for 2011 are preliminary until the independent review is completed and the Form 990 is filed. The fiscal year ends on December 31.

Support & Revenue 2010 2011 Contributions & Grants $106,555 $233,519Investment Income $109,033 ($33,996)Other Income $12,400 $12,681Total Support & Revenue $227,988 $212,204

Expenditures 2010 2011Grants to Charitable Organizations $1,450 $32,806Total Program Expenses $57,507 $50,061Administration Expenses $49,318 $32,891Total Expenditures $108,275 $115,758Increase in Net Assets $119,712 $96,446

Balance Sheet 2010 2011Cash on Hand $51,870 $55,835Investment Accounts $1,142,217 $1,298,436Agency Funds (also liability) $178,703 $178,762Total Assets $1,373,239 $1,533,033Total Liabilities $178,672 $180,548Net Assets/Fund Balances $1,194,567 $1,352,485

Resource ManagementOur Donors We acknowledge and sincerely thank the following donors for their generosity to the New Richmond Area Community Foundation in the past two years.

Andersen Corporate FoundationBrian & Mary AndersonCulver (Bud) AndersonCurtiss & Elaine AndersonMabel ArnquistWilliam (Perry) & Rebecca AtterholtFred & Barb AustinBakke NormanStanley & Donna BarrRay & Marge BarryTheodore or Marlene BartelsLarry & Julie BauermeisterJim & Sharon BeebeJohn W. BeebeGretchen BellJoseph BellMary Jo BennettLisa BensenJoe & Bev BeuningJim BevacquaGene & Mary BonnesBremer FoundationJames & Sandra BrooksAnn & Michael BroseBill & Gail Buell Jim & Tracy BuellC & J Consulting ServicesCapital Coordinators CompanyCarpet CenterVictoria Cashman

Mark & Kathie CellottiJay & Gerianne ChristensenAnn ChristensonCity of New RichmondTom & Tia ClarkKathryn ColeJames CounterBrian CoxGene & Margaret CoxMargaret CoxDr. James & Carolyn CraigReynold Dee & Patricia DavisDr. David DegearMark & Denise DevereuxJohn Doar FoundationTom & Patty Doar Foundation Inc.Domain Inc.Darold & Jill DornbushDoyle’s Farm & HomeWilliam & Mari DriscollJoseph & Michelle EarlJoseph & Catherine EarleyEarley Law OfficesJoe & Catherine EarlyLammmer EckbergEleanor N JohnsonChad & Linnea EngstromMike & Jill EvansFirst National BankCynthia & David Fodroczi

Current FundsContributions can be made by anyone to the following established funds in any amount:

New Richmond Area Community Needs Fund: non-endowed fund whose purpose is not restricted. It provides maximum flexibility for the Board to address community needs.

NRACF Unrestricted Memorial Endowment Fund: Contributing to this endowed fund is a meaningful way to provide a lasting tribute that benefits the community over generations. As an unrestricted fund, grants can be used to meet a variety of community needs. Contributions are not limited to individual memorials.

NRACF Perpetuation Fund: an endowed fund established to provide an ongoing source of income to apply to the operational expense of the foundation, ensuring the administrative resources to benefit the community indefinitely. In addition to direct contributions to this fund, currently 5% of all contributions to the foundation are allocated to building the assets of this fund.

NRACF Community Leadership Operating Fund: established to ensure that the program continues to grow an expanding network of leaders for our community’s current and future needs.

The Deerfield Fund: an agency fund for Deerfield campus expansion.

Friday Memorial Library Fund: an agency fund that benefits our local library.

Healy-Norman Literacy Fund: a donor-advised endowment fund promoting reading and literacy in the NR school district and St. Croix County.

McNally Athletic Complex Fund: The NRACF provides fiscal sponsorship for this citizen-driven initiative to fund and build a stadium in McNally’s memory at the NR High School.

Recreational Trails Fund: non-endowed fund that supports the system of multi-purpose trails in and around the New Richmond Area Community.

Youth and Families Endowment Fund: an endowed fund established to provide support to area organizations that specifically serve youth and families.

Paul H. Albrightson Endowment Fund: a memorial field of interest fund established for the benefit of children at risk, starving children and area recreational trails.

Curtiss and Elaine Anderson Family Fund: an endowed fund providing scholarships for automotive, mechanical technology or health fields.

Carolyn A. Craig Scholarship Fund: an endowed fund providing scholarships in horticulture, landscape architecture, forestry, environmental studies or allied subjects.

Friends of Citizens Field Fund: a non-endowed fund established in 2007 to facilitate improvements to Citizens Field.

Heffron Family Memorial Fund: an endowed memorial field of interest fund that was established for needs related to cardiac/heart disease, Alzheimer’s disease, and the developmentally disabled.

Lloyd and Eleanor Johnson Family Fund: a designated endowment fund for the benefit of the following organizations/causes: University of Wisconsin River Falls, Luther Point Bible Camp, autism research and family support, and New Richmond Area Community Foundation.

New Richmond Clinic Fund: established to support health & wellness in the New Richmond Community.

New Richmond Area Futures Fund: fund established to create resources to allow us to invest in significant upcoming initiatives.

Performing Arts Fund: non-endowed fund established to provide capital funding for a performing arts center in the community.

Community Commons Project Fund: fund to assist the perpetuation of the community commons.

In addition to the above component funds, the following donor-advised funds have been established by families: Curtiss and Elaine Anderson Non-Endowed Fund Counter Family Fund Craig Family Fund Craig Family Giving Fund William and Mary Ann Derrick Family Fund Robert Harding Fund Krueger Family Fund Marc & Beth Lybeck Family Fund Chuck Polfus and Family Fund Sather Family Fund Soderberg Family Fund