Waukesha County Community Foundation Inc
Analysis
Waukesha County Community Foundation Inc is a registered charity in United States, based in Waukesha, WI. It received its IRS tax-exemption ruling in November 1999, 27 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a publicly supported organisation (donations from the general public) under section 501(c)(3), and contributions to it are listed as tax-deductible.
In the financial year ending December 2023, Waukesha County Community Foundation Inc reported income of $11.2m and spending of $8.4m, leaving 25% of income unspent that year. Across the 5 years on record, from December 2019 to December 2023, income grew from $8.0m to $11.2m (+40%), an average of +8.7% a year. The sharpest change came in the year to December 2021, when income rose by 208%. Over the whole period it spent 58% of the income it received.
Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, Waukesha County Community Foundation Inc sits at the 96th percentile: it is larger than about 96% of them. Against every charity in United States with reported income it ranks in the 95th percentile, and in the 96th percentile within WI. Charities of a similar size with the same main cause include High Point Community Foundation ($11.1m), The Harry Halloran Jr Charitable Trust ($11.2m) and John G Kenedy Jr Charitable TR -Surface Estate TR ($11.0m).
On its Form 990 for the period ending December 2023, revenue came from contributions and grants 71% and program service revenue 0.8% of the total. Compensation of current officers, directors and key employees was $157k (1.9% of expenses). Other salaries and wages came to $307k. At year end it held assets of $73.9m against liabilities of $13.4m, net assets of $60.5m. It reported 6 employees.
Income and spending
Where the income comes from
- Contributions & grants 71%
- Program services 0.8%
- Other 28%
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| High Point Community Foundation | High Point | $11.1m |
| The Harry Halloran Jr Charitable Trust | Philadelphia | $11.2m |
| John G Kenedy Jr Charitable TR -Surface Estate TR | San Antonio | $11.0m |
| Tumo Foundation | Dallas | $11.2m |