BETA

REGIONAL OPPORTUNITY INITIATIVES INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
REGIONAL OPPORTUNITY INITIATIVES INC (EIN 47-4832157)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-03-15
IRS object ID
201940749349300209
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-03-15T07:57:50-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351178661PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUE & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1813 WEST SECOND STREETAddressLine1Txt
CitySEYMOURCityNm
State AbbreviationINStateAbbreviationCd
ZIP47274ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474832157EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1REGIONAL OPPORTUNITY INITIATIVES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREGIBusinessNameControlTxt
Phone8122878116PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S COLLEGE AVENUE NO 240AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTINA PETERSONPersonNm
Person TitleCEOPersonTitleTxt
Phone8123339016PhoneNum
Signature2019-03-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKANDY L WISCHMEIER CPAPreparerPersonNm
PTINP00118327PTIN
Phone8125228416PhoneNum
Preparation2019-03-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address165.225.0.67IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-11IPDt
IP Tm16:08:04IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id7C7B47936940A20FE0123DA9B400AB0E4818A817AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTINA PETERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S COLLEGE AVENUE NO 240AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47404ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$266,150GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://SWCINDIANA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2015FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$12,870,000PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$114,103PYInvestmentIncomeAmt
CY Investment Income$266,150CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,984,103PYTotalRevenueAmt
CY Total Revenue$266,150CYTotalRevenueAmt
PY Grants And Similar Paid$9,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$711,397CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$574,741PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$671,110CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$121,812CYTotalFundraisingExpenseAmt
PY Other Expenses$1,345,761PYOtherExpensesAmt
CY Other Expenses$943,822CYOtherExpensesAmt
PY Total Expenses$1,929,502PYTotalExpensesAmt
CY Total Expenses$2,326,329CYTotalExpensesAmt
PY Revenues Less Expenses$11,054,601PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$2,060,179CYRevenuesLessExpensesAmt
Total Assets BOY$23,179,348TotalAssetsBOYAmt
Total Assets EOY$21,001,506TotalAssetsEOYAmt
Total Liabilities BOY$68,465TotalLiabilitiesBOYAmt
Total Liabilities EOY$35,281TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,110,883NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,966,225NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,037,547ExpenseAmt
Grant$711,397GrantAmt
DescTHROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE DEVELOPING A PLAN FOCUSED ON CONNECTING EDUCATION TO INDUSTRY AND CREATING A NATIVE WORKFORCE THAT IS PREPARED FOR THE DEMANDS OF EMPLOYERS. AS PART OF THIS EFFORT, ROI IS CONDUCTING A COMPREHENSIVE AND ONGOING OCCUPATIONAL NEEDS ASSESSMENT WITHIN THE REGION, INITIALLY FOCUSED ON LIFE SCIENCES, ADVANCED MANUFACTURING AND NATIONAL SECURITY AND DEFENSE SECTORS. THE RESULTS OF THE OCCUPATIONAL NEEDS ASSESSMENT WILL HELP INFORM A WIDE RANGE OF INITIATIVES AND STRATEGIES THAT WILL BE DEPLOYED OVER THE COMING MONTHS AND YEARS.Desc
Total Program Service Expenses$2,037,547TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8122878116PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S COLLEGE AVENUE NO 240AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47404ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MATT WEINZAPFEL
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
BECKY SKILLMAN
SECRETARY2.00Yes (X)Yes (X)$0$0$0
THOMAS MORRISON
TREASURER2.00Yes (X)Yes (X)$0$0$02.00
JENNIFER VAUGHAN
DIRECTOR2.00Yes (X)$0$0$0
BILL STEPHAN
DIRECTOR2.00Yes (X)$0$0$0
JEFF QUYLE
DIRECTOR2.00Yes (X)$0$0$0
DANIEL PETERSON
DIRECTOR2.00Yes (X)$0$0$0
DOUG KELLAMS
DIRECTOR2.00Yes (X)$0$0$0
CHUCK JOHNSON
DIRECTOR2.00Yes (X)$0$0$0
TIM HENDRIX
DIRECTOR2.00Yes (X)$0$0$0
MARK BRADFORD
DIRECTOR2.00Yes (X)$0$0$0
TINA PETERSON
DIRECTOR10.00Yes (X)$0$149,861$040.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$149,861TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IVY TECH COMMUNITY COLLEGE
50 WEST FALL CREEK PARKWAY NORTH DRINDIANAPOLISIN46208CONTRACTED SERVICE FOR GRADUATION CAREER$392,042
CARNEGIE DARTLET LLC
210 LITTLETON ROAD SUITE 100WESTFORDMA01886CONTRACTED SERVICE FOR COMPETITIVE POSIT$210,680
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$266,150TotalRevenueColumnAmt
Exclusion$266,150ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$266,150TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$266,150ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$675,397TotalAmt
Program Services$675,397ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$36,000TotalAmt
Program Services$36,000ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$608,988TotalAmt
Program Services$408,022ProgramServicesAmt
Management And General$109,618ManagementAndGeneralAmt
Fundraising$91,348FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$20,011TotalAmt
Program Services$13,407ProgramServicesAmt
Management And General$3,602ManagementAndGeneralAmt
Fundraising$3,002FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$42,111TotalAmt
Program Services$28,214ProgramServicesAmt
Management And General$7,580ManagementAndGeneralAmt
Fundraising$6,317FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$23,998TotalAmt
Management And General$23,998ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$13,995TotalAmt
Program Services$9,377ProgramServicesAmt
Management And General$2,519ManagementAndGeneralAmt
Fundraising$2,099FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,028TotalAmt
Program Services$2,699ProgramServicesAmt
Management And General$725ManagementAndGeneralAmt
Fundraising$604FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$29,187TotalAmt
Program Services$19,555ProgramServicesAmt
Management And General$5,254ManagementAndGeneralAmt
Fundraising$4,378FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,422TotalAmt
Program Services$39,459ProgramServicesAmt
Fundraising$6,963FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$46,466TotalAmt
Program Services$31,132ProgramServicesAmt
Management And General$8,364ManagementAndGeneralAmt
Fundraising$6,970FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,617TotalAmt
Management And General$3,617ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$773,316$773,316
MISCELLANEOUS$1,920$384$1,536
DUES AND SUBSCRIPTIONS$873$585$157$131

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,326,329TotalAmt
Program Services$2,037,547ProgramServicesAmt
Management And General$166,970ManagementAndGeneralAmt
Fundraising$121,812FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,772,223BOYAmt
EOY$11,131,232EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,017BOYAmt
EOY$26,256EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,720BOYAmt
EOY$5,107EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,220LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$7,402LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,964BOYAmt
EOY$7,818EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,903,220BOYAmt
EOY$3,224,519EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,476,204BOYAmt
EOY$6,606,574EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,179,348BOYAmt
EOY$21,001,506EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$68,465BOYAmt
EOY$35,281EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$68,465BOYAmt
EOY$35,281EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$23,110,883BOYAmt
EOY$20,966,225EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,110,883BOYAmt
EOY$20,966,225EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,179,348BOYAmt
EOY$21,001,506EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$2,060,179ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$84,479NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN351811149EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,220OtherCostOrOtherBasisAmt
Depreciation$7,402DepreciationAmt
Book Value$7,818BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,818TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGOVERNMENT SECURITIESDesc
Book Value$6,606,574BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$6,606,574TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS SUCH, THE ORGANIZATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
COMMUNITY FOUNDATION OF CRAWFORD COUNTY
4030 EAST GOODMAN RIDGE ROAD BOX DMARENGOIN47140200834966$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
COMMUNITY FOUNDATION BLOOMINGTON MONROE COUNTY
100 SOUTH COLLEGE SUITE 240BLOOMINGTONIN47404351811149$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
DAVIESS COUNTY COMMUNITY FOUNDATION
320 E MAIN STREETWASHINGTONIN47501351830262$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
DUBOIS COUNTY COMMUNITY FOUNDATION
PO BOX 269JASPERIN47547351990305$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
LAWRENCE COUNTY COMMUNITY FOUNDATION IN
PO BOX 1235BEDFORDIN47421351889139$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
MARTIN COUNTY COMMUNITY FOUNDATION
PO BOX 1235BEDFORDIN47421351889139$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
ORANGE COUNTY COMMUNITY FOUNDATION INC
1705 NORTH SANDY HOOK ROAD STE 2PAOLIIN47454352117084$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
WASHINGTON COUNTY COMMUNITY FOUNDATION
PO BOX 50SALEMIN47167351883377$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
BROWN COUNTY COMMUNITY FOUNDATION
PO BOX 191NASHVILLEIN47448351960379$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
GREENE COUNTY FOUNDATION
4513 WEST STATE HIGHWAY 54BLOOMFIELDIN47424351815060$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
OWEN COUNTY COMMUNITY FOUNDATION
PO BOX 503SPENCERIN47460351934464$25,000TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
NORTHEAST DUBOIS COUNTY SCHOOL CORPORATION
5379 E MAIN ST BOX 158DUBOISIN47527571180763$216,414TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
BROWN COUNTY SCHOOL CORPORATION
PO BOX 38NASHVILLEIN47448351750551$94,168TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
LOOGOOTEE COMMUNITY SCHOOL CORPORATION
PO BOX 282LOOGOOTEEIN47553351114047$89,815TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient24RecipientCnt
Cash Grant$36,000CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TINA PETERSON AND DAN PETERSON - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11BA COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY SHOULD BE DISTRIBUTED PERIODICALLY TO BOARDS, COMMITTEES, AND OTHER VOLUNTEERS, AND PROVIDED TO STAFF WHEN HIRED. IT COVERS EACH MEMBER OF THE BOARD OF DIRECTORS AND ITS COMMITTEES, INCLUDING COMMUNITY ADVISORS. EACH MEMBER WILL COMPLETE THE CONFLICT OF INTEREST DECLARATION FORM, ANNUALLY DISCLOSING THEIR INVOLVEMENTS WITH OTHER ORGANIZATIONS, WITH VENDORS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT. THE DECLARATION FORM WILL INDICATE AN INDIVIDUAL'S AGREEMENT TO ABIDE BY THIS POLICY TO THE BEST OF HIS OR HER ABILITY. WHEN SUCH CONFLICTS (OR THE APPEARANCE OF CONFLICTS) ARISE, MEMBERS OF THE BOARD AND ITS COMMITTEES DISCLOSE SUCH POTENTIAL CONFLICTS AND THEN TAKE APPROPRIATE ACTION. SUCH CONFLICTS ARE REVIEWED AT THE BOARD LEVEL SINCE THAT IS THE LEVEL AT WHICH CONFLICTS ARE CONSIDERED AND REPORTED. PERSONS WITH CONFLICTS OF INTEREST 1.) DO NOT PARTICIPATE IN RELATED DECISIONS AND ALONG WITH THEIR IMMEDIATE FAMILIES ARE NOT ELIGIBLE FOR PERSONAL ASSISTANCE FROM FOUNDATION SCHOLARSHIP, GRANT OR LOAN PROGRAMS. 2.) ARE NOT ELIGIBLE FOR ASSISTANCE FROM ANY FOUNDATION FUND. 3.) ADVISORY MEMBERS OF AWARDING COMMITTEES ARE NOT ELIGIBLE FOR ASSISTANCE FROM THE SCHOLARSHIP, GRANT OR LOAN PROGRAM(S) WHICH INVOLVE THEM IN THE EVALUATION OF THE APPLICATION OR IN THE AWARDS SELECTION PROCESS. 4.) PERSONS COVERED BY THE POLICY MAY RECEIVE RECOGNITION. RECOGNITION WILL BE ACCOMPANIED BY A PUBLIC DISCLAIMER STATING THAT THE NO MONETARY AWARD IS GRANTED.
FORM 990, PART VI, SECTION B, LINE 15AAS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES.
FORM 990, PART VI, SECTION C, LINE 19TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE.
FORM 990, PART XII, LINE 2CTHE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 W KIRKWOODAddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47404ZIPCd
FieldValueIRS element (for citing)
EIN351811149EIN
Primary ActivitiesCOMMUNITY FOUNDATIONPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code Section501 (C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.