2021-03-17T07:44:13-05:00 2020-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2019-07-01 474832157 REGIONAL OPPORTUNITY INITIATIVES INC REGI 8122878116 100 S COLLEGE AVENUE NO 240 BLOOMINGTON IN 47404 TINA PETERSON CEO 8123339016 2021-03-13 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2021-03-13 2019 2022-09-23 18:48:47Z TINA PETERSON 100 S COLLEGE AVENUE NO 240 BLOOMINGTON IN 47404 15858127 0 X HTTPS://SWCINDIANA.ORG X 2015 IN THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 17 16 13 15 0 0 1643 60000 0 0 326682 327638 0 0 328325 387638 1412089 1947295 0 0 691808 524283 0 0 31977 915844 718789 3019741 3190367 -2691416 -2802729 18577325 15717233 144042 82845 18433283 15634388 THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 0 0 2885433 1947295 THROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE DEPLOYING A PLAN FOCUSED ON CONNECTING EDUCATION TO INDUSTRY AND CREATING A LOCAL WORKFORCE THAT IS PREPARED FOR THE DEMANDS OF EMPLOYERS. AS PART OF THIS EFFORT, ROI IS CONDUCTING A COMPREHENSIVE AND ONGOING OCCUPATIONAL NEEDS ASSESSMENT WITHIN THE REGION, INITIALLY FOCUSED ON LIFE SCIENCES, ADVANCED MANUFACTURING AND NATIONAL SECURITY AND DEFENSE SECTORS. THE RESULTS OF THE OCCUPATIONAL NEEDS ASSESSMENT HELPS INFORM A WIDE RANGE OF INITIATIVES AND STRATEGIES THAT ARE DEPLOYED ACROSS THE 11 COUNTY REGAION. 2885433 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 13 1 0 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X THE ORGANIZATION 8122878116 100 S COLLEGE AVENUE NO 240 BLOOMINGTON IN 47404 DOUG KELLAMS CHAIR 2.00 X X 0 0 0 THOMAS MORRISON TREASURER 2.00 2.00 X X 0 0 0 GARETH JOLLY DIRECTOR 2.00 X 0 0 0 MARK DOBBS DIRECTOR 2.00 X 0 0 0 JIM ALLEN DIRECTOR 2.00 X 0 0 0 LAURA HAMMACK DIRECTOR 2.00 X 0 0 0 DANIEL HANDEL DIRECTOR 2.00 X 0 0 0 CHUCK JOHNSON DIRECTOR 2.00 X 0 0 0 KYLE WERNER DIRECTOR 2.00 X 0 0 0 WILLIAM STEPHAN DIRECTOR 2.00 X 0 0 0 GREG SAPP DIRECTOR 2.00 X 0 0 0 DANIEL PETERSON DIRECTOR 2.00 X 0 0 0 JEFF QUYLE DIRECTOR 2.00 X 0 0 0 JENNIFER VAUGHAN DIRECTOR 2.00 X 0 0 0 PAM LOUGHMILLER DIRECTOR 2.00 X 0 0 0 MATT WEINZAPFEL DIRECTOR 2.00 X 0 0 0 TINA PETERSON DIRECTOR 10.00 40.00 X 0 147848 14194 0 147848 14194 0 0 1 0 TECONOMY PARTNERS LLC 135 OAKVIEW DRIVE COLUMBUS OH 43235 CONTRACTED SERVICE 290000 DEVX LLC 407 FERNCLIFF DRIVE SIGNAL MOUNTAIN TN 37377 CONTRACTED SERVICE 234999 2 60000 60000 280431 280431 15517696 15470489 47207 47207 47207 387638 0 0 327638 1852895 1852895 94400 94400 476613 262137 190645 23831 15444 8494 6178 772 32226 17724 12890 1612 23166 23166 63614 39441 20993 3180 7600 4712 2508 380 32021 19853 10567 1601 11194 10634 560 28149 28149 5737 5737 PROGRAM EXPENSES 546481 546481 DUES AND SUBSCRIPTIONS 827 513 273 41 3190367 2885433 272957 31977 9435919 10830705 7778 2125 727 25906 18173 9034 7733 2501122 1369350 6621347 3508718 18577325 15717233 144042 82845 144042 82845 X 0 0 0 0 18433283 15634388 18433283 15634388 18577325 15717233 -2802729 3834 0 X X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 351811149 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19656 15048 4608 6250 3125 3125 7733 GOVERNMENT SECURITIES 3508718 F 3508718 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. 0 GREENE COUNTY FOUNDATION 4513 WEST STATE HIGHWAY 54 BLOOMFIELD IN 47424 351815060 501(C)3 35000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION OWEN COUNTY COMMUNITY FOUNDATION PO BOX 503 SPENCER IN 47460 351934464 501(C)3 58255 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION NORTHEAST DUBOIS COUNTY SCHOOL CORPORATION 5379 E MAIN ST BOX 158 DUBOIS IN 47527 571180763 501(C)3 223594 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BROWN COUNTY SCHOOL CORPORATION PO BOX 38 NASHVILLE IN 47448 351750551 501(C)3 122607 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LOOGOOTEE COMMUNITY SCHOOL CORPORATION PO BOX 282 LOOGOOTEE IN 47553 351114047 501(C)3 75172 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SPENCER-OWEN COMMUNITY SCHOOLS 205 EAST HILLSIDE SPENCER IN 47460 351099629 501(C)3 213549 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MITCHELL COMMUNITY SCHOOLS 441 NORTH 8TH STREET MITCHELL IN 47446 351118172 501(C)3 283640 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DUBOIS STRONG 961 COLLEGE AVENUE JASPER IN 47546 200902292 501(C)3 39180 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LAWRENCE COUNTY ECONOMIC GROWTH COUNCIL 1116 16TH STREET BEDFORD IN 47421 352020138 501(C)3 6920 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BLOOMFIELD SCHOOL DISTRICT 501 W SPRING ST BLOOMFIELD IN 47424 356002181 501(C)3 98504 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MARTIN COUNTY ALLIANCE FOR ECONOMIC GROWTH PO BOX 92 LOOGOOTEE IN 47553 263716329 501(C)3 32150 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION DAVIESS COUNTY ECONOMIC DEVELOPMENT FOUNDATION INC 219 E MAIN STREET WASHINGTON IN 47501 352219605 501(C)3 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WASHINGTON COUNTY ECONOMIC GROWTH PARTNERSHIP INC 1707 N SHELBY STREET STE 109 SALEM IN 47167 351907849 501(C)3 35434 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION ORANGE COUNTY ECONOMIC DEVELOPMENT PARTNERSHIP 216 W COURT STREET PAOLI IN 47454 351877427 501(C)3 36263 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION MONROE COUNTY COMMUNITY SCHOOLS 315 EAST NORTH DRIVE BLOOMINGTON IN 47401 351145734 501(C)3 186660 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION RICHLAND BEAN BLOSSOM COMMUNITY SCHOOL CORPORATION 600 SOUTH EDGEWOOD DRIVE ELLETSVILLE IN 47429 351088650 501(C)3 76928 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION WHITE RIVER VALLEY SCHOOL DISTRICT PO BOX 1470 SWITZ CITY IN 47465 351724959 501(C)3 138115 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION LINTON-STOCKTON SCHOOL CORPORATION 1091 STREET NE LINTON IN 47441 356005399 501(C)3 101886 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION SHOALS COMMUNITY SCHOOL CORPORATION 11741 IRONTON ROAD SHOALS IN 47581 356002832 501(C)3 10126 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BOYS & GIRLS CLUB OF LAWRENCE COUNTY 2009 19TH STREET BEDFORD IN 47421 042104377 501(C)3 34302 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION BROWN COUNTY REGIONAL SEWER DISTRICT PO BOX 1881 NASHVILLE IN 47448 134368193 501(C)3 5610 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION PRIDE IN THE PARK 2245N COUNTY ROAD 1175W LINTON IN 47441 812786700 501(C)3 14000 TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION 22 SCHOLARSHIPS 61 94400 X X 0 0 0 0 0 0 0 0 0 TINA PETERSON DIRECTOR 0 147848 0 0 0 0 0 0 0 14194 0 162042 0 0 FORM 990, PART VI, SECTION A, LINE 2 TINA PETERSON AND DAN PETERSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY IS DISTRIBUTED PERIODICALLY TO BOARDS, COMMITTEES, AND OTHER VOLUNTEERS, AND PROVIDED TO STAFF WHEN HIRED. IT COVERS EACH MEMBER OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, INCLUDING COMMUNITY ADVISORS. EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST DECLARATION FORM, ANNUALLY DISCLOSING THEIR INVOLVEMENTS WITH OTHER ORGANIZATIONS, WITH VENDORS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT. THE DECLARATION FORM WILL INDICATE AN INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. WHEN SUCH CONFLICTS (OR THE APPEARANCE OF CONFLICTS) ARISE, MEMBERS OF THE BOARD AND ITS COMMITTEES DISCLOSE SUCH POTENTIAL CONFLICTS AND THEN TAKE APPROPRIATE ACTION. SUCH CONFLICTS ARE REVIEWED AT THE BOARD LEVEL SINCE THAT IS THE LEVEL AT WHICH CONFLICTS ARE CONSIDERED AND REPORTED. PERSONS WITH CONFLICTS OF INTEREST 1.) DO NOT PARTICIPATE IN RELATED DECISIONS AND ALONG WITH THEIR IMMEDIATE FAMILIES ARE NOT ELIGIBLE FOR PERSONAL ASSISTANCE FROM FOUNDATION SCHOLARSHIP, GRANT OR LOAN PROGRAMS. 2.) ARE NOT ELIGIBLE FOR ASSISTANCE FROM ANY FOUNDATION FUND. 3.) ADVISORY MEMBERS OF AWARDING COMMITTEES ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE SCHOLARSHIP, GRANT OR LOAN PROGRAM(S) WHICH INVOLVE THEM IN THE EVALUATION OF THE APPLICATION OR IN THE AWARDS SELECTION PROCESS. 4.) PERSONS COVERED BY THE POLICY MAY RECEIVE RECOGNITION. RECOGNITION WILL BE ACCOMPANIED BY A PUBLIC DISCLAIMER STATING THAT THE NO MONETARY AWARD IS GRANTED. FORM 990, PART VI, SECTION B, LINE 15A AS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 101 W KIRKWOOD BLOOMINGTON IN 47404 351811149 COMMUNITY FOUNDATION IN 501 (C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0