Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 503,728 | 514,553 | 453,481 | 394,369 | 342,696 | 2,208,827 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 503,728 | 514,553 | 453,481 | 394,369 | 342,696 | 2,208,827 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 1,222,934 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 985,893 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 503,728 | 514,553 | 453,481 | 394,369 | 342,696 | 2,208,827 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 5,124 | 6,888 | 9,328 | 9,271 | 3,062 | 33,673 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 2,242,500 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2017 | (b) 2018 | (c) 2019 | (d) 2020 | (e) 2021 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2021 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2021 |
(iii) Distributable Amount for 2021 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2021 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2021: | ||||
| a From 2016....... | ||||
| b From 2017....... | ||||
| c From 2018....... | ||||
| d From 2019....... | ||||
| e From 2020....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2021 distributable amount | ||||
|
i
Carryover from 2016 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2021 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2021 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2022. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2017..... | ||||
| b Excess from 2018..... | ||||
| c Excess from 2019..... | ||||
| d Excess from 2020..... | ||||
| e Excess from 2021..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE PURPOSE OF CONNEXUS ASSOCIATION IS TO PROVIDE SCHOLARSHIPS FOR EDUCATION, TO ASSIST EDUCATIONAL INSTITUTIONS AND TO PROVIDE FINANCIAL LITERACY EDUCATION TO HELP BORROWERS AND SAVERS REACH THEIR FINANCIAL GOALS. IN A LIMITED FASHION, THE ASSOCIATION MAY ALSO ENGAGE IN ANY CHARITABLE ACTIVITY RECOGNIZED IN I.R.C.501(C)(3). |
| FORM 990, PAGE 2, PART III, LINE 4A | FOR 2021 CONNEXUS ASSOCIATION CONTINUED THE SCHOLARSHIP PROGRAM GIVING OUT 38 - 1,000 SCHOLARSHIPS TO HIGH SCHOOL SENIORS. FOUR - 1,000 SCHOLARSHIPS WINNERS WERE SELECTED FROM MID-STATE TECHNICAL COLLEGE IN WISCONSIN RAPIDS. AN ADDITIONAL 20,000 WAS DISTRIBUTED TO NORTHCENTRAL TECHNICAL COLLEGE (NTC) AND UTILIZED FOR CONNEXUS ASSOCIATION'S SCHOLARSHIP PROGRAM WITH NTC, INCOME-BASED SCHOLARSHIPS, AND THE STUDENT EMERGENCY GRANT PROGRAM. ADDITIONALLY, WE OPENED UP OUR SCHOLARSHIP FUND AT THE LOCAL COMMUNITY FOUNDATION TO ONE MORE SCHOOL, MAKING SENIORS AT 18 DIFFERENT HIGH SCHOOLS NOW ELIGIBLE TO APPLY. AS ALWAYS, EDUCATION REMAINS ONE OF OUR MOST IMPORTANT MISSIONS. IN THE LAST MONTHS OF 2021, THE BOARD OF DIRECTORS FOR CONNEXUS ASSOCIATION VOTED TO CONTINUE PROVIDING FUNDING AND SCHOLARSHIPS FOR THE LOCAL SCHOOLS WE SUPPORT AT THE SAME LEVEL AS PREVIOUS YEARS. DURING 2021, CONNEXUS DONATED OVER 25,000 TO 10 LOCAL SCHOOLS FOR EDUCATIONAL PURPOSES. WE WILL ALSO CONTINUE TO PARTNER WITH EVERFI TO BRING FREE DIGITAL EDUCATION TO SCHOOLS IN OUR COMMUNITY. LASTLY, WE DONATED OVER 20K TO OTHER INSTITUTIONS TO SUPPORT STEM AND READING PROGRAMS. WE DIRECTLY SUPPORT FINANCIAL LITERACY EDUCATION INCLUDING 22,500 TO VARIOUS JUNIOR ACHIEVEMENT OFFICES WITH THOUSANDS MORE DOLLARS GRANTED TO ORGANIZATIONS WHICH WOULD INDIRECTLY SUPPORT FINANCIAL LITERACY EDUCATION. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS MEMBERS |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION'S DIRECTORS REVIEW THE FORM 990 BY EMAIL PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | PROCEDURES REGARDING CONFLICT OF INTEREST ARE IN PLACE FOR DETERMINING, IDENTIFYING, ADDRESSING, AND DOCUMENTING ANY VIOLATION. EACH DIRECTOR AND MEMBER OF THE COMMITTEE ARE SUBJECT TO ANNUAL AND PERIODIC REVIEWS THAT MAY INVOLVE THE USE OF OUTSIDE EXPERTS. |
| FORM 990, PAGE 6, PART VI, LINE 15A | WHEN HIRING THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES, THE BOARD WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THIS PROCESS IS TO INCLUDE A REVIEW OF COMPARABILITY DATA BY THE BOARD OF DIRECTORS OR AN INDEPENDENT COMPENSATION CONSULTANT HIRED BY THE BOARD. COMPARABILITY DATA CAN INCLUDE COMPENSATION SURVEYS, WRITTEN EMPLOYMENT CONTRACTS AND 990S OF SIMILAR ORGANIZATIONS. THE BOARD WILL RETAIN DOCUMENTATION OF THE DELIBERATION AND FINAL DECISION. THE DOCUMENTATION WILL CONTAIN THE TERMS OF THE APPROVED TRANSACTION AND THE DATE APPROVED, THE MEMBERS OF THE BOARD WHO VOTED ON THE DECISION, THE COMPARABILITY DATA THAT WAS RELIED ON BY THE DECISION-MAKING BODY AND HOW THE DATA WAS OBTAINED. THIS PROCEDURE WILL BE REPEATED EACH TIME A KEY EMPLOYEE COMPENSATION PACKAGE CHANGES MATERIALLY. THE PROCEDURE NEED NOT BE REPEATED FOR ANNUAL COST OF LIVING INCREASES BASED ON GOVERNMENT COST OF LIVING FIGURES. |
| FORM 990, PAGE 6, PART VI, LINE 15B | WHEN HIRING THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES, THE BOARD WILL PERFORM A THOROUGH REVIEW TO DETERMINE SUITABLE COMPENSATION. THIS PROCESS IS TO INCLUDE A REVIEW OF COMPARABILITY DATA BY THE BOARD OF DIRECTORS OR AN INDEPENDENT COMPENSATION CONSULTANT HIRED BY THE BOARD. COMPARABILITY DATA CAN INCLUDE COMPENSATION SURVEYS, WRITTEN EMPLOYMENT CONTRACTS AND 990S OF SIMILAR ORGANIZATIONS. THE BOARD WILL RETAIN DOCUMENTATION OF THE DELIBERATION AND FINAL DECISION. THE DOCUMENTATION WILL CONTAIN THE TERMS OF THE APPROVED TRANSACTION AND THE DATE APPROVED, THE MEMBERS OF THE BOARD WHO VOTED ON THE DECISION, THE COMPARABILITY DATA THAT WAS RELIED ON BY THE DECISION-MAKING BODY AND HOW THE DATA WAS OBTAINED. THIS PROCEDURE WILL BE REPEATED EACH TIME A KEY EMPLOYEE COMPENSATION PACKAGE CHANGES MATERIALLY. THE PROCEDURE NEED NOT BE REPEATED FOR ANNUAL COST OF LIVING INCREASES BASED ON GOVERNMENT COST OF LIVING FIGURES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FORM 990 AND FORM 1023 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. COPIES WILL BE PROVIDED IMMEDIATELY IN THE CASE OF IN-PERSON REQUESTS. REQUESTS RECEIVED BY WRITTEN, PHONE, FAX OR E-MAIL MEANS WILL BE HONORED BY DIRECTING THE REQUESTORS TO OUR WEBSITE. THE CURRENT FORM 990 AS WELL AS FOR THE PREVIOUS 5 YEARS (NOT INCLUDING SCHEDULE B), FORM 1023, CONFLICT OF INTEREST POLICY, AND ANNUAL REPORT CAN BE FOUND ON THE ORGANIZATION'S WEBSITE IN ADOBE FORMAT. WE RESERVE THE RIGHT TO CHARGE A REASONABLE COPYING FEE PLUS ACTUAL POSTAGE FOR MULTIPLE COPIES REQUESTED FROM THE SAME INDIVIDUAL OR RELATED GROUP OF INDIVIDUALS. |
| FORM 990, PART IX, LINE 11G | CONTRACT SERVICES:OTHER PROFE 0 52,340 0 |
| Software ID: | |
| Software Version: |