2020-01-21T13:21:33-08:00 2019-09-30 351327464 SACKRIDER & COMPANY INC 1925 Wabash Avenue Terre Haute IN 478073326 990 2018-10-01 351848649 Wabash Valley Community Foundation Inc WABA 8122322234 200 South 8th Street Terre Haute IN 47807 Beth Tevlin Executive Director 2020-01-21 true O Earl Elliott CPA P00426686 8122329492 2018 2020-09-23 17:36:50Z 200 South 8th Street Terre Haute IN 47807 14681372 false false X wvcf.com X 1991 IN 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. 17 17 16 115 0 1608949 6875412 0 2815606 2207043 2390 -2852 4426945 9079603 2042025 1736926 0 553629 585215 0 225218 409758 507021 3005412 2829162 1421533 6250441 58000760 62705661 5265706 5585111 52735054 57120550 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. true false 1286684 1101268 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. 651299 635658 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. 165985 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. 2103968 true true false false false true false false true true true false false false true true true false false false false false false false true false false true true true false false false false false false false false false false false true false false false true true false false false true 2 0 true 16 true false false false false false false true true true 1 false false false false false false false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false IN X X X Beth Tevlin 8122322234 200 South 8th Street Terre Haute IN 47807 X Becky Miller Director 0.00 0.00 X 0 0 0 Brian Deakins Director 0.00 0.00 X 0 0 0 Jo Einstandig Director 0.00 0.00 X 0 0 0 Dr Chirag G Patel Director 0.00 0.00 X 0 0 0 Cindy Cox Secretary 0.00 0.00 X X 0 0 0 Judy Harris Director 0.00 0.00 X 0 0 0 Jonathan Scherle Director 0.00 0.00 X 0 0 0 Robert Brown Director 0.00 0.00 X 0 0 0 Mike McCullough Director 0.00 0.00 X 0 0 0 Nancy Rogers President 0.00 0.00 X X 0 0 0 Santhana Naidu Director 0.00 0.00 X 0 0 0 Andy Hendricks Director 0.00 0.00 X 0 0 0 Dr Gary Ulrich Director 0.00 0.00 X 0 0 0 Jean McMahan Director 0.00 0.00 X 0 0 0 Dee Reed Director 0.00 0.00 X 0 0 0 Sally Zuel Vice President 0.00 0.00 X X 0 0 0 David Doti Treasurer 0.00 0.00 X X 0 0 0 Beth Tevlin Executive Dir 40.00 0.00 X 141750 0 21500 141750 21500 1 false true false 0 43440 6831972 623446 6875412 0 1311661 1311661 0 0 0 6478721 5583339 895382 895382 895382 8897 43440 18430 -9533 -9533 0 0 Other revenues 6681 6681 6681 9079603 6681 2197510 1101268 1101268 635658 635658 0 0 141750 42525 56700 42525 0 339222 144163 152327 42732 44125 17123 17349 9653 22485 8727 9772 3986 37633 14607 16355 6671 9625 3374 3631 2620 18467 2929 3153 12385 24881 24881 0 0 128060 128060 0 69844 5990 5597 58257 7091 2485 2676 1930 7851 1570 2355 3926 0 24488 8583 9239 6666 3977 1989 795 1193 0 0 17002 5959 6415 4628 0 44252 15511 16696 12045 0 Gift VII Planning Expenses 66651 66651 Annual Report 27090 27090 Scholarship Expenses 15641 15641 Postage and Shipping 12165 3339 5482 3344 29936 5876 11403 12657 2829162 2103968 499976 225218 22304 145106 1215215 1786763 0 0 0 0 0 0 0 1212213 236315 967029 975898 55692683 59691659 0 0 0 103529 106235 58000760 62705661 515987 525063 509405 4740643 4559719 5265706 5585111 X 49604898 54067286 517665 440773 2612491 2612491 52735054 57120550 58000760 62705661 X 6250441 -1918513 53568 X X false true X true false X 3115113 3051508 1207705 1572864 6831972 15779162 0 0 3115113 3051508 1207705 1572864 6831972 15779162 2978418 12800744 1316980 3061184 5320861 2815606 2207043 14721674 0 0 30500836 0.41970 0.39080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52 610032 166509 3833452 true true true 433658 17699 342805 108553 false 51566473 6373283 -596809 1586135 55756812 48758140 1204281 3470777 1866725 51566473 43974842 928576 5315952 1461230 48758140 39203749 2581868 3692682 1503457 43974842 40873573 2786088 -3059803 1396109 39203749 0.94660 0.04690 0.00650 false false false 59000 59000 905319 76485 828834 247894 159830 88064 975898 Agency endowments 3449009 Annuity liability 28418 Scholarships payable 1082292 4559719 X 6949427 -1918513 -77853 -1996366 8945793 128060 5750 133810 9079603 2563931 -5750 -5750 2569681 128060 131421 259481 2829162 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 false Golf Tournament 42814 36640 6174 2630 2500 1052 6680 Golf Tournament - Sullivan 7123 6800 323 457 940 75 49937 43440 6497 2630 2957 1992 6755 14334 -7837 true See attached Statement 1 200 S 8th St Terre Haute IN 47807 903473 0 0 1 Scholarships and education 186 635658 X false false false false false false false false false false Beth Tevlin Executive Dir 141750 14000 7500 163250 X 2 422500 FMV X 10 200946 FMV false false false 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 Wabash Valley Holdings LLC 200 South 8th St Terre Haute IN 47807 Real property holding company IN Wabash Valley Community Foundation Inc Clay Civic Memorial Foundation PO Box 340 Brazil IN 47834 310906618 Improvement of recreational facilities in Clay County. IN 501(c)(3) Line 7 na false false false false false false false false false false false false false false false false false false false false