WABASH VALLEY COMMUNITY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WABASH VALLEY COMMUNITY FOUNDATION INC (EIN 35-1848649)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-01-21
- IRS object ID
- 202040219349300719
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-21T13:21:33-08:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351327464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKRIDER & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 Wabash Avenue | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 478073326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351848649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wabash Valley Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WABA | BusinessNameControlTxt |
| Phone | 8122322234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 8th Street | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Tevlin | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2020-01-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | O Earl Elliott CPA | PreparerPersonNm |
| PTIN | P00426686 | PTIN |
| Phone | 8122329492 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 8th Street | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,681,372 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | wvcf.com | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | The mission of the Foundation is to engage people, build resources, and strengthen community and its vision is to strive to be the primary steward of endowed funds and a leader that encourages broad-based charitable activities in the Wabash Valley. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,608,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,875,412 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,815,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,207,043 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,390 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,852 | CYOtherRevenueAmt |
| PY Total Revenue | $4,426,945 | PYTotalRevenueAmt |
| CY Total Revenue | $9,079,603 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,042,025 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,736,926 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $553,629 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $585,215 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $225,218 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $409,758 | PYOtherExpensesAmt |
| CY Other Expenses | $507,021 | CYOtherExpensesAmt |
| PY Total Expenses | $3,005,412 | PYTotalExpensesAmt |
| CY Total Expenses | $2,829,162 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,421,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,250,441 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $58,000,760 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,705,661 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,265,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,585,111 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $52,735,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,120,550 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Foundation is to engage people, build resources, and strengthen community and its vision is to strive to be the primary steward of endowed funds and a leader that encourages broad-based charitable activities in the Wabash Valley. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,286,684 | ExpenseAmt |
| Grant | $1,101,268 | GrantAmt |
| Desc | The quality of life was enriched in the Wabash Valley through the Foundation's grants to sustain social service, civic affairs and arts and cultural organizations. The Foundation provides numerous grants throughout the community in various areas to help meet the needs of the community and provide a means of addressing developing issues and concerns. See the attached schedule of grants paid which identifies the various program areas and special projects supported. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $651,299 | ExpenseAmt |
| Grant | $635,658 | GrantAmt |
| Desc | In its mission to enrich the quality of life in the Wabash Valley, the Foundation awarded scholarships to worthy recipients who are residents or former residents of the Wabash Valley on the basis of criteria established for each award consistent with the fund's exempt purpose and focus. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $165,985 | ExpenseAmt |
| Desc | To fulfill its mission to improve the quality of life and strengthen community, the Community Foundation is a partner that creates a better future for all by pursuing the community's greatest opportunities and addressing the most critical challenges, inclusively uniting people, institutions and resources from throughout the community and producing significant, widely shared and lasting results. In its Community Leadership role, the Community Foundation has convened community leaders from Clay, Sullivan and Vigo counties for a Community Prosperity Institute in July 2019. It then worked independently with leaders from each county to identify a focus for each county to submit an implementation grant under GIFT Phase VII. It also convened in Vigo County a Quality of Place meeting for area nonprofit and business leaders to discuss opportunities and concerns regarding visitor and resident attraction. It also initiated conversations to create the Wabash Valley Philanthropic Alliance which combines the development/advancement/fundraising professionals of area colleges and universities, the United Way and the local fundraising foundation to identify how to elevate the professionalism and knowledge of fundraisers of all abilities. It also created and supports the five Giving Circles which allows individuals interested in local community philanthropy to learn about local charitable programs and projects and collectively make a significant unified contribution. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,103,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Tevlin | PersonNm |
| Phone | 8122322234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 8th Street | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Becky Miller | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Brian Deakins | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jo Einstandig | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Chirag G Patel | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Cindy Cox | ||||||||
| Secretary | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Judy Harris | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Scherle | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Brown | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike McCullough | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Nancy Rogers | ||||||||
| President | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Santhana Naidu | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Andy Hendricks | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dr Gary Ulrich | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jean McMahan | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Dee Reed | ||||||||
| Director | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sally Zuel | ||||||||
| Vice President | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| David Doti | ||||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Beth Tevlin | ||||||||
| Executive Dir | 40.00 | 0.00 | $141,750 | $0 | $21,500 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,750 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $21,500 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $43,440 | FundraisingAmt |
| All Other Contributions | $6,831,972 | AllOtherContributionsAmt |
| Noncash Contributions | $623,446 | NoncashContributionsAmt |
| Total Contributions | $6,875,412 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,311,661 | TotalRevenueColumnAmt |
| Exclusion | $1,311,661 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,478,721 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,583,339 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $895,382 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $895,382 | TotalRevenueColumnAmt |
| Exclusion | $895,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,897 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $43,440 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,430 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,533 | TotalRevenueColumnAmt |
| Exclusion | -$9,533 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other revenues | Desc |
| Total Revenue Column | $6,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,681 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,681 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,079,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,681 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,197,510 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,268 | TotalAmt |
| Program Services | $1,101,268 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $635,658 | TotalAmt |
| Program Services | $635,658 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,750 | TotalAmt |
| Program Services | $42,525 | ProgramServicesAmt |
| Management And General | $56,700 | ManagementAndGeneralAmt |
| Fundraising | $42,525 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,222 | TotalAmt |
| Program Services | $144,163 | ProgramServicesAmt |
| Management And General | $152,327 | ManagementAndGeneralAmt |
| Fundraising | $42,732 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,125 | TotalAmt |
| Program Services | $17,123 | ProgramServicesAmt |
| Management And General | $17,349 | ManagementAndGeneralAmt |
| Fundraising | $9,653 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,485 | TotalAmt |
| Program Services | $8,727 | ProgramServicesAmt |
| Management And General | $9,772 | ManagementAndGeneralAmt |
| Fundraising | $3,986 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,633 | TotalAmt |
| Program Services | $14,607 | ProgramServicesAmt |
| Management And General | $16,355 | ManagementAndGeneralAmt |
| Fundraising | $6,671 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,625 | TotalAmt |
| Program Services | $3,374 | ProgramServicesAmt |
| Management And General | $3,631 | ManagementAndGeneralAmt |
| Fundraising | $2,620 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,467 | TotalAmt |
| Program Services | $2,929 | ProgramServicesAmt |
| Management And General | $3,153 | ManagementAndGeneralAmt |
| Fundraising | $12,385 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,881 | TotalAmt |
| Management And General | $24,881 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,060 | TotalAmt |
| Management And General | $128,060 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,844 | TotalAmt |
| Program Services | $5,990 | ProgramServicesAmt |
| Management And General | $5,597 | ManagementAndGeneralAmt |
| Fundraising | $58,257 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,091 | TotalAmt |
| Program Services | $2,485 | ProgramServicesAmt |
| Management And General | $2,676 | ManagementAndGeneralAmt |
| Fundraising | $1,930 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,851 | TotalAmt |
| Program Services | $1,570 | ProgramServicesAmt |
| Management And General | $2,355 | ManagementAndGeneralAmt |
| Fundraising | $3,926 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,488 | TotalAmt |
| Program Services | $8,583 | ProgramServicesAmt |
| Management And General | $9,239 | ManagementAndGeneralAmt |
| Fundraising | $6,666 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,977 | TotalAmt |
| Program Services | $1,989 | ProgramServicesAmt |
| Management And General | $795 | ManagementAndGeneralAmt |
| Fundraising | $1,193 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,002 | TotalAmt |
| Program Services | $5,959 | ProgramServicesAmt |
| Management And General | $6,415 | ManagementAndGeneralAmt |
| Fundraising | $4,628 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,252 | TotalAmt |
| Program Services | $15,511 | ProgramServicesAmt |
| Management And General | $16,696 | ManagementAndGeneralAmt |
| Fundraising | $12,045 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Gift VII Planning Expenses | $66,651 | $66,651 | ||
| Annual Report | $27,090 | $27,090 | ||
| Scholarship Expenses | $15,641 | $15,641 | ||
| Postage and Shipping | $12,165 | $3,339 | $5,482 | $3,344 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,936 | TotalAmt |
| Program Services | $5,876 | ProgramServicesAmt |
| Management And General | $11,403 | ManagementAndGeneralAmt |
| Fundraising | $12,657 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,829,162 | TotalAmt |
| Program Services | $2,103,968 | ProgramServicesAmt |
| Management And General | $499,976 | ManagementAndGeneralAmt |
| Fundraising | $225,218 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,304 | BOYAmt |
| EOY | $145,106 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,215 | BOYAmt |
| EOY | $1,786,763 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,212,213 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $236,315 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $967,029 | BOYAmt |
| EOY | $975,898 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,692,683 | BOYAmt |
| EOY | $59,691,659 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,529 | BOYAmt |
| EOY | $106,235 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,000,760 | BOYAmt |
| EOY | $62,705,661 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $515,987 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,063 | BOYAmt |
| EOY | $509,405 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,740,643 | BOYAmt |
| EOY | $4,559,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,265,706 | BOYAmt |
| EOY | $5,585,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,604,898 | BOYAmt |
| EOY | $54,067,286 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,665 | BOYAmt |
| EOY | $440,773 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,612,491 | BOYAmt |
| EOY | $2,612,491 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,735,054 | BOYAmt |
| EOY | $57,120,550 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,000,760 | BOYAmt |
| EOY | $62,705,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,250,441 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,918,513 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $53,568 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,115,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,051,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,207,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,572,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,831,972 | CurrentTaxYearAmt |
| Total | $15,779,162 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,115,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,051,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,207,705 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,572,864 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,831,972 | CurrentTaxYearAmt |
| Total | $15,779,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,978,418 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,800,744 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,316,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,061,184 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,320,861 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,815,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,207,043 | CurrentTaxYearAmt |
| Total | $14,721,674 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $30,500,836 | TotalSupportAmt |
| Public Support CY170 | 0.41970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39080 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 52 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $610,032 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $166,509 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,833,452 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $433,658 | BeginningBalanceAmt |
| Additions During Year | $17,699 | AdditionsDuringYearAmt |
| Distributions During Year | $342,805 | DistributionsDuringYearAmt |
| Ending Balance | $108,553 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,566,473 | BeginningYearBalanceAmt |
| Contributions | $6,373,283 | ContributionsAmt |
| Investment Earnings Or Losses | -$596,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,586,135 | OtherExpendituresAmt |
| End Year Balance | $55,756,812 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,758,140 | BeginningYearBalanceAmt |
| Contributions | $1,204,281 | ContributionsAmt |
| Investment Earnings Or Losses | $3,470,777 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,866,725 | OtherExpendituresAmt |
| End Year Balance | $51,566,473 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,974,842 | BeginningYearBalanceAmt |
| Contributions | $928,576 | ContributionsAmt |
| Investment Earnings Or Losses | $5,315,952 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,461,230 | OtherExpendituresAmt |
| End Year Balance | $48,758,140 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,203,749 | BeginningYearBalanceAmt |
| Contributions | $2,581,868 | ContributionsAmt |
| Investment Earnings Or Losses | $3,692,682 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,503,457 | OtherExpendituresAmt |
| End Year Balance | $43,974,842 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,873,573 | BeginningYearBalanceAmt |
| Contributions | $2,786,088 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,059,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,396,109 | OtherExpendituresAmt |
| End Year Balance | $39,203,749 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.94660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,000 | OtherCostOrOtherBasisAmt |
| Book Value | $59,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $905,319 | OtherCostOrOtherBasisAmt |
| Depreciation | $76,485 | DepreciationAmt |
| Book Value | $828,834 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,894 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,830 | DepreciationAmt |
| Book Value | $88,064 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $975,898 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Agency endowments | $3,449,009 |
| Annuity liability | $28,418 |
| Scholarships payable | $1,082,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,559,719 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,949,427 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,918,513 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$77,853 | OtherRevenueAmt |
| Revenue Not Reported | -$1,996,366 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,945,793 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $128,060 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,750 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $133,810 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,079,603 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,563,931 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$5,750 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$5,750 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,569,681 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $128,060 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $131,421 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $259,481 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,829,162 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 1b: Why is organization an agent, trustee, custodian or other intermediary for contrib | The organization was appointed the trustee of the funds as a part of a larger transfer of funds to the organization from an area bank. The organization was also named the trustee and beneficiary of a charitable remainder trust. |
| Part V, Line 4: Intended uses of the endowment fund. | To further the overall mission of the organization. |
| Part X : FIN48 Footnote | The Foundation's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination based on the extent to which those positions have substantial support within the Internal Revenue Code and Regulations, Revenue Rulings, court decisions and other evidence. It is the opinion of the management that the Foundation has no uncertain tax positions. |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Cost associated with special events $5750 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | SFAS # 136 adjustment $131421 |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Golf Tournament | Event1Nm |
| Gross Receipts Event1 | $42,814 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,640 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,174 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,630 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,052 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $6,680 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Tournament - Sullivan | Event2Nm |
| Gross Receipts Event2 | $7,123 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $6,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $323 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $457 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $940 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $75 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $49,937 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $43,440 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,497 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,630 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,957 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,992 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,755 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,334 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,837 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See attached Statement 1 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 S 8th St | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $903,473 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and education | GrantTypeTxt |
| Recipient | 186 | RecipientCnt |
| Cash Grant | $635,658 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Beth Tevlin | PersonNm |
| Title | Executive Dir | TitleTxt |
| Base Compensation Filing Org | $141,750 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $14,000 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $7,500 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $163,250 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $422,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $200,946 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Client Note 1 | Client Note 1 - Attachment Form 990, Part IX, Line 24e - Other Expenses (A) (B) (C) (D) Program Management Total Services & General Fundraising Dues and Subscriptions 3,449 1,209 1,301 939Miscellaneous Expenses 5,611 528 1,113 3,970Newsletter 9,068 4,534 4,534Printing and Publications 9,064 3,177 3,420 2,467Telephone 2,744 962 1,035 747 TOTAL 29,936 5,876 11,403 12,657 |
| Form 990, Part VI, Line 11b: Form 990 Review Process | A draft of the 990 is provided to each member of the board of directors and presented by the accountant preparing the return at a board of directors meeting. The return is then approved for filing by a motion of the board of directors. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | All board members are required to complete a conflict of interest questionnaire and update it annually to disclose any possible conflicts of interest. These are reviewed by the Executive Director. Scholarship committee members are also required to complete a conflict of interest questionnaire which is reviewed by the Executive Director. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Changes in compensation are presented to the Executive Committee for approval. The proposed changes are accompanied by information showing the compensation paid to individuals in similar sized organizations and in the geographical area where the organization is located. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Governing documents, policies, and financial statements are available to the public upon written request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Adjustment for SFAS 136 = $131421 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Adjustment for SFAS 136 = -$77853 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wabash Valley Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 South 8th St | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Real property holding company | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wabash Valley Community Foundation Inc | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clay Civic Memorial Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 340 | AddressLine1Txt |
| City | Brazil | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310906618 | EIN |
| Primary Activities | Improvement of recreational facilities in Clay County. | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | na | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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