Women's Fund for the Fox Valley Region Inc

Nonprofit profile at a glance

EIN
203096562
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
Appleton, WI, USA
Phone
9208301290
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$864,814
Expenses
$597,994
Assets
$3,814,817
Liabilities
$12,369

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • SARAH JANSEN (PRESIDENT- AS OF 7/24)
  • LISA JERMAIN (PRESIDENT THRU 6/24, PAST PRESIDENT)
  • JULIE KELLER (EXECUTIVE DIRECTOR)

Highest reported compensation

  • JULIE KELLER (EXECUTIVE DIRECTOR): $101,818 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To promote the advancement of women and girls in our community - reflecting our vision of a community of equality where power and opportunity are not limited by gender.

What it reported doing in 2024

The women's fund for the fox valley harnesses the collective power of philanthropy to direct resources on creating, strengthening, and accelerating opportunities that enable women and girls to achieve their full potential. This work is done through granting, education, advocacy, and strategic initiatives. We adopted focus and priority areas to have an even greater impact for women and girls. In 2024 we provided 55 grants to 32 different organizations to support our focus of advancing economic opportunities for women and girls through three priority areas: continuing education; life skills, mentoring and supports; and mental and emotional wellness. We hosted girl-powered giving, engaging high school girls in leadership, community service and teaching the next generation of female leaders about philanthropy.

Operating model

Revenue model
Donor-supported. 79% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 52% for direct work, and 48% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing reports few safeguards for money sent abroad and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 71
  • Accountability: 100
  • Sustainability: 82
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 76.5%; rating input score 77
  • Program expense ratio: 80.8%; rating input score 81
  • Fundraising efficiency: $30.08 raised per $1 spent on fundraising; rating input score 68; 68th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 19th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: 94%; rating input score 94; 41st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 30.9%; rating input score 85; 85th percentile among comparable filings
  • Total-asset coverage ratio: 6.38; rating input score 88; 88th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0.5%; rating input score 61; 61st percentile among comparable filings

Growth

  • Program expense growth: 6.7% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: 5.5% per year; rating input score 100; 46th percentile among comparable filings
  • Asset growth: 6.9% per year; rating input score 100; 47th percentile among comparable filings

Details

  • Where the money goes: 76.5% of revenue deployed · 80.8% of spending went to programs
  • Governance: 13 of 13 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $483K in reported program spending
  • Leadership: top reported pay $102K · 19 people listed
  • Highest-paid contractors: 1 contractor listed · $278K reported
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 9 filed schedules · includes major donors, foreign activity, and grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 20 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.