UNITY FOUNDATION OF LAPORTE COUNTY INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITY FOUNDATION OF LAPORTE COUNTY INC (EIN 35-1658674)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202503119349302760
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T12:45:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043587095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTEP BURKEY SIMMONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 42 | AddressLine1Txt |
| City | MUNCIE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 473080042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351658674 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITY FOUNDATION OF LA PORTE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2198790327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 FRANKLIN ST SUITE C | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGI SPARTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2198790327 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A ROBERTS | PreparerPersonNm |
| PTIN | P00997867 | PTIN |
| Phone | 7652847554 | PhoneNum |
| Preparation | 2025-10-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAGGI SPARTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 FRANKLIN ST SUITE C | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46361 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,261,091 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UFLC.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,317,172 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,515,005 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $625,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $698,986 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,557,053 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,436,148 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,552 | PYOtherRevenueAmt |
| CY Other Revenue | $110,388 | CYOtherRevenueAmt |
| PY Total Revenue | $4,546,726 | PYTotalRevenueAmt |
| CY Total Revenue | $7,760,527 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,470,066 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,690,212 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $654,706 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $647,117 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $327,402 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,069,740 | PYOtherExpensesAmt |
| CY Other Expenses | $1,239,103 | CYOtherExpensesAmt |
| PY Total Expenses | $3,194,512 | PYTotalExpensesAmt |
| CY Total Expenses | $3,576,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,352,214 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,184,095 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,563,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,453,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,439,874 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,504,279 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $44,123,242 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,949,250 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $857,356 | ExpenseAmt |
| Revenue | $223,676 | RevenueAmt |
| Desc | ENDOWMENT BUILDING: ASSISTING AND ENCOURAGING ORGANIZATIONS TO BUILD ENDOWMENT FUNDS TO ENSURE A CONSTANT FUNDING STREAM FOREVER. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,690,212 | ExpenseAmt |
| Grant | $1,690,212 | GrantAmt |
| Revenue | $426,382 | RevenueAmt |
| Desc | GRANT MAKING: INVESTING GRANT FUNDS IN WORTHY NONPROFIT ORGANIZATIONS TO IMPROVE INDIVIDUAL AND COMMUNITY CONDITIONS, AND AWARDING SCHOLARSHIPS TO PROVIDE EDUCATIONAL AND VOCATIONAL OPPORTUNITIES TO AREA STUDENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $175,603 | ExpenseAmt |
| Revenue | $48,928 | RevenueAmt |
| Desc | COMMUNITY BETTERMENT: PROVIDING LEADERSHIP AND TECHNICAL ASSISTANCE ON ISSUES FACING LA PORTE COUNTY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,723,171 | 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 | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| 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 | false | 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 |
| 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 With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SPARTZ | PersonNm |
| Phone | 2198790327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 FRANKLIN ST SUITE C | AddressLine1Txt |
| City | MICHIGAN CITY | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46360 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JON GILMORE | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EDWARD VOLK | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR VIDYA KORA | ||||||
| SECRETARY/TR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES KAMINSKI | ||||||
| DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE OBERLIE | ||||||
| DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANA KABELIN CORLEY | ||||||
| AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL APPLEGATE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANGELA NELSON DEUITCH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR BARBARA EASON-WATKINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA FRANCESCONI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY HENRICH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATIE EATON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DALE PARKISON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD RAGAINS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT RICE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM SAUERS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SETH SPENCER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MAGGI SPARTZ | ||||||
| PRESIDENT | 40.00 | Yes (X) | $144,081 | $0 | $25,320 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,081 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $25,320 | 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 |
| All Other Contributions | $4,515,005 | AllOtherContributionsAmt |
| Noncash Contributions | $408,846 | NoncashContributionsAmt |
| Total Contributions | $4,515,005 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEE REVENUE | 900099 | $600,054 | $600,054 | |
| RENTAL | $98,932 | $98,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $698,986 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,499,743 | TotalRevenueColumnAmt |
| Exclusion | $1,499,743 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,436,969 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,500,564 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $936,405 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $936,405 | TotalRevenueColumnAmt |
| Exclusion | $936,405 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|
| PROJECT FEES | $67,500 | $67,500 |
| SPECIAL EVENTS | $41,788 | $41,788 |
| MISCELLANEOUS INCOME | $1,100 | $1,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $110,388 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,760,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $600,054 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,645,468 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,329,617 | TotalAmt |
| Program Services | $1,329,617 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,595 | TotalAmt |
| Program Services | $360,595 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,081 | TotalAmt |
| Program Services | $48,988 | ProgramServicesAmt |
| Management And General | $43,224 | ManagementAndGeneralAmt |
| Fundraising | $51,869 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,675 | TotalAmt |
| Program Services | $132,149 | ProgramServicesAmt |
| Management And General | $116,603 | ManagementAndGeneralAmt |
| Fundraising | $139,923 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,441 | TotalAmt |
| Program Services | $24,970 | ProgramServicesAmt |
| Management And General | $22,032 | ManagementAndGeneralAmt |
| Fundraising | $26,439 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,920 | TotalAmt |
| Program Services | $13,913 | ProgramServicesAmt |
| Management And General | $12,276 | ManagementAndGeneralAmt |
| Fundraising | $14,731 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $600,054 | TotalAmt |
| Program Services | $600,054 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,430 | TotalAmt |
| Program Services | $10,043 | ProgramServicesAmt |
| Management And General | $90,387 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,910 | TotalAmt |
| Management And General | $171,910 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,718 | TotalAmt |
| Program Services | $21,718 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,613 | TotalAmt |
| Program Services | $6,329 | ProgramServicesAmt |
| Management And General | $5,582 | ManagementAndGeneralAmt |
| Fundraising | $6,702 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,453 | TotalAmt |
| Program Services | $16,134 | ProgramServicesAmt |
| Management And General | $14,236 | ManagementAndGeneralAmt |
| Fundraising | $17,083 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,025 | TotalAmt |
| Program Services | $17,009 | ProgramServicesAmt |
| Management And General | $15,008 | ManagementAndGeneralAmt |
| Fundraising | $18,008 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,290 | TotalAmt |
| Program Services | $2,129 | ProgramServicesAmt |
| Management And General | $10,645 | ManagementAndGeneralAmt |
| Fundraising | $8,516 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,253 | TotalAmt |
| Program Services | $15,046 | ProgramServicesAmt |
| Management And General | $13,276 | ManagementAndGeneralAmt |
| Fundraising | $15,931 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,637 | TotalAmt |
| Program Services | $5,657 | ProgramServicesAmt |
| Management And General | $4,991 | ManagementAndGeneralAmt |
| Fundraising | $5,989 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $110,807 | $110,807 | ||
| DONOR DEVELOPMENT | $14,264 | $14,264 | ||
| REPAIRS & MAINTENANCE | $12,756 | $4,337 | $4,592 | $3,827 |
| SPECIAL EVENTS | $5,056 | $1,719 | $1,820 | $1,517 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,837 | TotalAmt |
| Program Services | $1,957 | ProgramServicesAmt |
| Management And General | $345 | ManagementAndGeneralAmt |
| Fundraising | $1,535 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,576,432 | TotalAmt |
| Program Services | $2,723,171 | ProgramServicesAmt |
| Management And General | $525,859 | ManagementAndGeneralAmt |
| Fundraising | $327,402 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,068,087 | BOYAmt |
| EOY | $1,731,118 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,857 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $761,053 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $394,749 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $410,558 | BOYAmt |
| EOY | $366,304 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,707,947 | BOYAmt |
| EOY | $48,943,673 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,524 | BOYAmt |
| EOY | $408,577 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,563,116 | BOYAmt |
| EOY | $51,453,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,375 | BOYAmt |
| EOY | $35,082 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,401,499 | BOYAmt |
| EOY | $1,469,197 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,874 | BOYAmt |
| EOY | $1,504,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129,479 | BOYAmt |
| EOY | $2,636,168 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,993,763 | BOYAmt |
| EOY | $47,313,082 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,123,242 | BOYAmt |
| EOY | $49,949,250 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,563,116 | BOYAmt |
| EOY | $51,453,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,184,095 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,709,821 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$67,908 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,200,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,748,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,317,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,515,005 | CurrentTaxYearAmt |
| Total | $16,252,701 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,200,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,748,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,471,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,317,172 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,515,005 | CurrentTaxYearAmt |
| Total | $16,252,701 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,570,916 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,681,785 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $674,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,452,290 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,333,118 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,135,387 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,598,675 | CurrentTaxYearAmt |
| Total | $6,193,833 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,766 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,182 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,388 | CurrentTaxYearAmt |
| Total | $319,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,765,925 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,641,401 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55580 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | PROJECT FEES 196,003 SPECIAL EVENTS 13,000 | ExplanationTxt |
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 | 95 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $503,076 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $512,761 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $7,290,149 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,820,272 | BeginningYearBalanceAmt |
| Contributions | $1,255,012 | ContributionsAmt |
| Investment Earnings Or Losses | $3,794,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,343,509 | GrantsOrScholarshipsAmt |
| Other Expenditures | $79,568 | OtherExpendituresAmt |
| Administrative Expenses | $574,242 | AdministrativeExpensesAmt |
| End Year Balance | $45,872,099 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,342,569 | BeginningYearBalanceAmt |
| Contributions | $1,604,578 | ContributionsAmt |
| Investment Earnings Or Losses | $5,370,871 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $982,017 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,142 | OtherExpendituresAmt |
| Administrative Expenses | $505,587 | AdministrativeExpensesAmt |
| End Year Balance | $42,820,272 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,713,527 | BeginningYearBalanceAmt |
| Contributions | $803,275 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,755,421 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $917,002 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,567 | OtherExpendituresAmt |
| Administrative Expenses | $495,243 | AdministrativeExpensesAmt |
| End Year Balance | $37,342,569 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,464,191 | BeginningYearBalanceAmt |
| Contributions | $3,245,082 | ContributionsAmt |
| Investment Earnings Or Losses | $6,880,132 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,303,679 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,173 | OtherExpendituresAmt |
| Administrative Expenses | $569,026 | AdministrativeExpensesAmt |
| End Year Balance | $43,713,527 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,498,381 | BeginningYearBalanceAmt |
| Contributions | $1,970,368 | ContributionsAmt |
| Investment Earnings Or Losses | $2,568,964 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $934,488 | GrantsOrScholarshipsAmt |
| Other Expenditures | $227,351 | OtherExpendituresAmt |
| Administrative Expenses | $411,583 | AdministrativeExpensesAmt |
| End Year Balance | $35,464,191 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03520 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.83670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12810 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $362,220 | OtherCostOrOtherBasisAmt |
| Depreciation | $144,888 | DepreciationAmt |
| Book Value | $217,332 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $148,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,404 | DepreciationAmt |
| Book Value | $89,106 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,323 | OtherCostOrOtherBasisAmt |
| Depreciation | $190,457 | DepreciationAmt |
| Book Value | $59,866 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $366,304 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY ENDOWMENTS | $1,291,252 |
| CHARITABLE GIFT ANNUITY RESERVES | $164,021 |
| RIGHT OF USE | $13,924 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,469,197 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,238,503 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,709,821 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $66,348 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $16,804 | OtherRevenueAmt |
| Revenue Not Reported | $1,792,973 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,445,530 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $171,910 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $143,087 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $314,997 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,760,527 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,412,495 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $66,348 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $66,348 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,346,147 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $171,910 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $58,375 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $230,285 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,576,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE USED FOR COMMUNITY SUPPORT. |
| SCHEDULE D, PAGE 3, PART X | THE FOUNDATION RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED WILL BE THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY- THAN-NOT TEST, NO TAX BENEFIT WILL BE RECORDED. THE FOUNDATION HAS EXAMINED THIS ISSUE AND HAS DETERMINED THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES. THE FOUNDATION'S FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE INDIANA DEPARTMENT OF REVENUE. RETURNS ARE GENERALLY SUBJECT TO EXAMINATION FOR THREE YEARS AFTER THEY ARE FILED. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 16,804 |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AGENCY ENDOWMENT INCOME 143,087 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AGENCY ENDOWMENT FUND EXPENSES 58,375 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (59 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| YOUTH SERVICE BUREAU OF LA PORTE | |||||||||
| COUNTY | 906 MICHIGAN AVE | LA PORTE | IN | 46350 | 351376320 | 501C3 | $20,444 | OPERATING SUPPORT | |
| WOMEN'S CARE CENTER FOUNDATION | |||||||||
| PO BOX 6 | MISHAWAKA | IN | 46546 | 383651599 | 501C3 | $41,715 | OPERATING SUPPORT | ||
| WOMEN'S CARE CENTER | |||||||||
| 512 MAPLE AVE | LA PORTE | IN | 46350 | 351609945 | 501C3 | $10,000 | LUXURY BINGO | ||
| WE ALL IN RECOVERY | |||||||||
| 3 RILEY CT | MICHIGAN CITY | IN | 46360 | 934157101 | 501C3 | $5,500 | RECOVERY CAFE | ||
| UNIVERSITY OF AKRON DEPARTMENT OF | |||||||||
| DEVELOPMENT | 302 E BUCHTEL AVE | AKRON | OH | 44325 | 346575496 | 501C3 | $5,149 | SCHOLARSHIP | |
| UNITED WAY OF LA PORTE COUNTY | |||||||||
| 422 FRANKLIN ST STE D | MICHIGAN CITY | IN | 46360 | 350782893 | 501C3 | $6,763 | OPERATING SUPPORT | ||
| THE SALVATION ARMY OF MICHIGAN CITY | |||||||||
| 1201 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | 362167910 | 501C3 | $12,829 | OPERATING SUPPORT | ||
| THE SALVATION ARMY OF LA PORTE | |||||||||
| INDIANA | 3240 MONROE STREET | LA PORTE | IN | 46350 | 362167910 | 501C3 | $6,000 | FOOD PANTRY | |
| THE PAX CENTER | |||||||||
| 605 WASHINGTON STREET | LA PORTE | IN | 46350 | 270634163 | 501C3 | $6,362 | OPERATING SUPPORT | ||
| THE DUNES HOUSE | |||||||||
| 211 E 6TH ST | MICHIGAN CITY | IN | 46360 | 262570439 | 501C3 | $5,730 | OPERATING SUPPORT | ||
| STEPPING STONE SHELTER FOR WOMEN | |||||||||
| PO BOX 1045 | MICHIGAN CITY | IN | 46361 | 351801599 | 501C3 | $19,823 | FOOD ASST/OPERATIONS | ||
| ST JOHN'S UNITED CHURCH OF CHRIST | |||||||||
| 101 W ST JOHN RD | MICHIGAN CITY | IN | 46360 | 131957221 | 501C3 | $14,771 | OPERATING SUPPORT | ||
| SOUTH SHORE NAUTICAL EDUCATIONAL | |||||||||
| FOUNDATION | PO BOX 245 | MICHIGAN CITY | IN | 46361 | 824696257 | 501C3 | $6,650 | PROGRAM SUPPORT | |
| SOUTH SHORE DANCE ALLIANCE | |||||||||
| 201 N GRIFFITH BLVD | GRIFFITH | IN | 46319 | 262387698 | 501C3 | $14,500 | PROGRAM SUPPORT | ||
| SOCIAL AND LEARNING INSTITUTE INC | |||||||||
| 201E GARFIELD ST | MUICHIGAN CITY | IN | 46360 | 351403244 | 501C3 | $5,725 | OPERATING SUPPORT | ||
| SINAI TEMPLE | |||||||||
| 2800 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | 237151522 | 501C3 | $7,480 | OPERATIONS | ||
| SHIRLEY HEINZE LAND TRUST | |||||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | 352153969 | 501C3 | $7,107 | PROGRAM SUPPORT | ||
| SAVE THE DUNES CONSERVATION | |||||||||
| FUND INC | 444 BARKER RD | MICHIGAN CITY | IN | 46360 | 351915468 | 501C3 | $6,347 | ENVIROMENT | |
| SAMARITAN COUNSELING CENTER INC | |||||||||
| PO BOX 9090 | MICHIGAN CITY | IN | 463619090 | 310978990 | 501C3 | $6,764 | OPERATING SUPPORT | ||
| SALVATION ARMY OF LA PORTE | |||||||||
| PO BOX 208 | LA PORTE | IN | 46352 | 381359297 | 501C3 | $5,226 | PROGRAMS/OPERATIONS | ||
| SAINT MARY'S COLLEGE | |||||||||
| 110 LE MANS HALL | NOTRE DAME | IN | 46556 | 237123955 | 501C3 | $6,786 | SCHOLARSHIP | ||
| PURDUE NORTHWEST | |||||||||
| 1401 S US HWY 421 | WESTVILLE | IN | 46391 | 356002041 | GOV | $39,964 | EDUCATION | ||
| PRESBYTERIAN CHURCH OF LA PORTE | |||||||||
| 307 KINGSBURY AVE | LA PORTE | IN | 46350 | $9,547 | OPERATING SUPPORT | ||||
| PALADIN | |||||||||
| 4315 E MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | 356076798 | 501C3 | $9,391 | OPERATING SUPPORT | ||
| OPEN DOOR COMMUNITY ALLIANCE | |||||||||
| PO BOX 9726 | MICHIGAN CITY | IN | 46361 | 351752290 | 501C3 | $6,000 | PROGRAMS/OPERATIONS | ||
| NEW DAY FOUNDATION | |||||||||
| PO BOX 13 | LA PORTE | IN | 46352 | 351565818 | 501C3 | $22,000 | PATIENT NEEDS | ||
| MICHIGAN CITY PUBLIC LIBRARY | |||||||||
| 100 E 4TH ST | MICHIGAN CITY | IN | 46360 | 356001872 | 501C3 | $6,158 | OPERATING SUPPORT | ||
| MICHIGAN CITY POLICE DEPARTMENT | |||||||||
| 1201 E MICHIGAN BLVD | MICHIGAN CITY | IN | 46360 | GOV | $7,000 | OPERATING SUPPORT | |||
| MICHIGAN CITY MUNICIPAL BAND | |||||||||
| 616 THURMAN AVE | MICHIGAN CITY | IN | 46360 | 300144458 | 501C3 | $26,784 | ARTS AND CULTURE | ||
| MICHIGAN CITY HIGH SCHOOL | |||||||||
| 8466 W PAHS ROAD | MICHIGAN CITY | IN | 46360 | GOV | $15,000 | WRESTLING MAT | |||
| MICHIGAN CITY AREA SCHOOLS | |||||||||
| 408 S CARROLL AVE | MICHIGAN CITY | IN | 463605345 | 351100595 | GOV | $7,214 | PROGRAM SUPPORT | ||
| MBA OF NORTHWEST INDIANA INC | |||||||||
| 210 SOUTH CT | MICHIGAN CITY | IN | 46360 | 932086668 | 501C3 | $9,000 | PROGRAM SUPPORT | ||
| LINCOLN ELEMENTARY SCHOOL | |||||||||
| 402 HARRISON ST | LA PORTE | IN | 46350 | GOV | $5,800 | COOKING WITH LIONS | |||
| LEADERSHIP LA PORTE COUNTY | |||||||||
| 809 WASHINGTON ST STE B | LA PORTE | IN | 46350 | 311111819 | 501C3 | $11,575 | PROGRAM SUPPORT | ||
| LA PORTE FAMILY YMCA | |||||||||
| 901 MICHIGAN AVE | LA PORTE | IN | 46350 | 350888651 | 501C3 | $38,208 | PROGRAMS/OPERATIONS | ||
| LA PORTE ECONOMIC ADVANCEMENT | |||||||||
| PARTNERSHIP | 605 MICHIGAN | LA PORTE | IN | 46350 | 350461056 | 501C6 | $6,600 | PROGRAM SUPPORT | |
| LA PORTE COUNTY SYMPHONY ORCHESTRA | |||||||||
| PO BOX 563 | LA PORTE | IN | 46352 | 237378110 | 501C3 | $9,360 | PROGRAM SUPPORT | ||
| LA PORTE COUNTY SMALL ANIMAL | |||||||||
| SHELTER | 2855 W SR 2 | LA PORTE | IN | 46350 | 832674324 | 501C3 | $50,900 | OPERATING SUPPORT | |
| LA PORTE COUNTY MEALS ON WHEELS | |||||||||
| 301 E 8TH ST SUITE 110 | MICHIGAN CITY | IN | 46360 | 351314352 | 501C3 | $5,800 | BLIZZARD BOX BONANZA | ||
| LA PORTE COUNTY HISTORICAL SOCIETY | |||||||||
| 2405 INDIANA AVE | LA PORTE | IN | 46350 | 351152351 | 501C3 | $5,055 | OPERATING SUPPORT | SUITE 1 | |
| LA PORTE COUNTY HABITAT FOR | |||||||||
| HUMANITY | PO BOX 8874 | MICHIGAN CITY | IN | 46361 | 351670358 | 501C3 | $6,661 | PROJECT SUPPORT | |
| LA LUMIERE SCHOOL | |||||||||
| PO BOX 5005 | LA PORTE | IN | 463525005 | 351085350 | 501C3 | $163,865 | SCHOLARSHIPS | ||
| JUNIOR ACHIEVEMENT SERVING LAPORTE | |||||||||
| COUNTY INC | PO BOX 772 | LA PORTE | IN | 46352 | 131635270 | $5,138 | OPERATING SUPPORT | ||
| JACK AND SHIRLEY LUBEZNIK CENTER | |||||||||
| FOR THE ARTS | 101 2ND ST | MICHIGAN CITY | IN | 46360 | 310922379 | 501C3 | $13,718 | SCHOLARSHIPS | |
| IVY TECH FOUNDATION | |||||||||
| 50 W FALL CREEK PKWY N DR | INDIANAPOLIS | IN | 46208 | 237073977 | 501C3 | $5,022 | OPERATING SUPPORT | ||
| HOUSING OPPORTUNITIES | |||||||||
| 2001 CALUMET AVE STE 1 | VALPARAISO | IN | 463833173 | 351965214 | 501C3 | $10,000 | HOME TEAM POSITION | ||
| HOLY FAMILY PARISH | |||||||||
| SACRED HEART CATHOLIC CHURCH | 201 BACH STREET | LA PORTE | IN | 46350 | $8,641 | OPERATING SUPPORT | |||
| GREATER LAPORTE ECONOMIC | |||||||||
| DEVELOPMENT CORPORATION | 605 MICHIGAN | LA PORTE | IN | 46350 | 352146258 | 501C3 | $194,666 | BUSINESS RETENTION | |
| GEORGETOWN UNIVERSITY | |||||||||
| 3700 O STREET NW | WASHINGTON | DC | 20057 | 530196603 | 501C3 | $10,000 | OPERATING SUPPORT | HEALY HALL G20 | |
| FRIENDSHIP BOTANIC GARDENS | |||||||||
| PO BOX 8834 | MICHIGAN CITY | IN | 46361 | 356044071 | 501C3 | $8,594 | OPERATING SUPPORT | ||
| FRANCISCAN ALLIANCE FOUNDATION | |||||||||
| 2050 N MAIN ST SUITE A | CROWN POINT | IN | 46307 | 352074283 | 501C3 | $11,000 | PATIENT NEEDS | ||
| DUNEBROOK INC | |||||||||
| 7451 W JOHNSON RD | MICHIGAN CITY | IN | 46360 | 351781854 | 501C3 | $18,638 | OPERATING SUPPORT | ||
| CITY OF LA PORTE | |||||||||
| 801 MICHIGAN AVE | LA PORTE | IN | 46350 | GOV | $9,500 | BUS SERVICE REPAIRS | |||
| CATHOLIC CHARITIES | |||||||||
| 940 BROADWAY | GARY | IN | 46402 | 351122204 | 501C3 | $6,950 | SAFE HAVEN | ||
| BOYS AND GIRLS CLUB LAPORTE COUNTY | |||||||||
| 321 DETROIT ST | MICHIGAN CITY | IN | 46360 | 351992851 | 501C3 | $45,351 | BUILDING FUND | ||
| BOYS & GIRLS CLUB OF BLOOMINGTON | |||||||||
| 311 S LINCOLN ST | BLOOMINGTON | IN | 47401 | 350997525 | 501C3 | $7,000 | YOUTH DEVELOPMENT | ||
| BEVERLY UNITARIAN CHURCH | |||||||||
| 10244 S LONGWOOD DR | CHICAGO | IL | 60643 | $26,000 | CHURCH GROUNDS | ||||
| ASPEN EDUCATION FOUNDATION | |||||||||
| PO BOX 2200 | ASPEN | CO | 816122200 | 841181681 | 501C3 | $11,500 | EDUCATIONAL | ||
| ARTS IN THE PARK | |||||||||
| PO BOX 47 | LA PORTE | IN | 46352 | 320117698 | 501C3 | $6,227 | GENERAL SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 158 | RecipientCnt |
| Cash Grant | $360,595 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION STRIVES TO EMPLOY THE HIGHEST STANDARDS OF GRANT MAKING, EMPLOYING FAIR AND UNBIASED CRITERIA, WHILE ADHERING TO THE PURPOSES OF EACH FUND. IN EVERY CASE, THE STAFF OF THE FOUNDATION SUPERVISES EACH GRANT REVIEW ENTITY TO ASSURE FAIRNESS AND OBJECTIVITY, WHILE RESPECTING THE CONTRIBUTIONS OF COMMITTED VOLUNTEERS. EVERY GRANT IS APPROVED BY THE FOUNDATION BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGI SPARTZ | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $144,081 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $25,320 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $169,401 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $408,846 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DATE OF GIFT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | UNITY FOUNDATION WILL STRENGTHEN LA PORTE COUNTY NOW AND FOREVER BY BUILDING PERMANENT ENDOWMENTS, PROVIDING LEADERSHIP, OFFERING PHILANTHROPIC VEHICLES FOR EVERYONE, AND BEING A CATALYST FOR SOCIAL AND ECONOMIC VITALITY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | BEFORE FILING, AS SOON AS IT IS AVAILABLE, COPIES OF THE 990 ARE DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND IT IS THEN APPROVED AT THE NEXT BOARD MEETING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EVERY YEAR ALL STAFF MEMBERS, DIRECTORS, AND COMMITTEE MEMBERS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS. IF ANY CONFLICTS ARISE DURING THE YEAR, THEY ARE DISCUSSED AT REGULAR BOARD MEETINGS. IF A POTENTIAL ISSUE EXISTS, THE ISSUE IS RESOLVED WITH THE CONFLICTED MEMBER REMOVED FROM THE DISCUSSION AND SETTLEMENT OF THE ISSUE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE COMMITTEE CONDUCTS AN ANNUAL REVIEW OF COMPENSATION FOR THE PRESIDENT AND OTHER STAFF MEMBERS. DATA FROM THE INDIANA PHILANTHROPY ALLIANCE AND/OR THE COUNCIL ON FOUNDATIONS IS REVIEWED WHEN DETERMINING COMPENSATION. THE BOARD OF DIRECTORS GIVES FINAL APPROVAL. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SEE ABOVE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES AVAILABLE TO THE PUBLIC ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 16,804 AGENCY ENDOWMENT INCOME -143,087 AGENCY ENDOWMENT FUND EXPENSES 58,375 TOTAL -67,908 |
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