Financials

Financials

As a public charity, Incourage adheres to the highest standards to operate in the public view and public interest. Our most current financial information is updated annually and available for your review.

We retain Colonial Consulting, LLC as our investment oversight firm which does not invest any part of the Foundation’s pool, but rather monitors investment performance of the money managers. Colonial Consulting also advises Incourage staff and Board of Directors on investment issues, opportunities and manager selection.

Incourage’s endowed asset pool is invested by several different money managers and currently includes: Artisan; Baird; Blackrock; Champlain; Colchester; Community Assets For People; Davis; Dodge & Cox; Eaton Vance; Fidelity; Forester; Harbor; J P Morgan; Lazard; LSV; North Central Community Action Program; Oppenheimer; Prudential; Target; Templeton; TIFF; Touchstone; T. Rowe Price; Vanguard; WoodTrust Bank.

Incourage’s financial and investment documents are available in PDF format below.

Financials & Investment Documents

Board Member contact:

The following information is available upon request:

  • Audited Financial Statement
  • IRS Tax Exemption Determination Letter
  • IRS Form 990 from two previous years
  • IRS Form 990-T from two previous years
  • IRS Form 1023
  • IRS Form 990 from three previous years or Form 1023 for Community Property, Inc., a supporting organization of the Foundation
  • State of Wisconsin Charitable Organization License

Information on Our Investments and Financials

Please email Dawn Neuman or Kelly Ryan or call 715.423.3863 regarding Incourage investments and financials.

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