2019-03-15T07:57:50-05:00 2018-06-30 351178661 BLUE & CO LLC 813 WEST SECOND STREET SEYMOUR IN 47274 990 2017-07-01 474832157 REGIONAL OPPORTUNITY INITIATIVES INC REGI 8122878116 100 S COLLEGE AVENUE NO 240 BLOOMINGTON IN 47404 TINA PETERSON CEO 8123339016 2019-03-11 1 KANDY L WISCHMEIER CPA P00118327 8125228416 2019-03-11 165.225.0.67 2019-03-11 16:08:04 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7C7B47936940A20FE0123DA9B400AB0E4818A817 2017 2019-02-21 02:37:17Z TINA PETERSON 100 S COLLEGE AVENUE NO 240 BLOOMINGTON IN 47404 266150 0 X HTTPS://SWCINDIANA.ORG X 2015 IN THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 13 12 9 15 0 0 12870000 0 0 0 114103 266150 0 0 12984103 266150 9000 711397 0 0 574741 671110 0 0 121812 1345761 943822 1929502 2326329 11054601 -2060179 23179348 21001506 68465 35281 23110883 20966225 THE MISSION OF THE ORGANIZATION IS TO SUPPORT REGIONAL DEVELOPMENT OPPORTUNITIES IN THE 11 COUNTIES OF SOUTHWEST CENTRAL INDIANA. 0 0 2037547 711397 THROUGH AN INITIAL GRANT THROUGH LILLY ENDOWMENT INC., THE ORGANIZATION IS IMPLEMENTING AN EDUCATION AND WORKFORCE PLAN AND REGIONAL OPPORTUNITY FUND FOR QUALITY-OF-PLACE INVESTMENTS. THEY ARE 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. 2037547 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 9 1 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X X THE ORGANIZATION 8122878116 100 S COLLEGE AVENUE NO 240 BLOOMINGTON IN 47404 MATT WEINZAPFEL PRESIDENT 2.00 X X 0 0 0 BECKY SKILLMAN SECRETARY 2.00 X X 0 0 0 THOMAS MORRISON TREASURER 2.00 2.00 X X 0 0 0 JENNIFER VAUGHAN DIRECTOR 2.00 X 0 0 0 BILL STEPHAN DIRECTOR 2.00 X 0 0 0 JEFF QUYLE DIRECTOR 2.00 X 0 0 0 DANIEL PETERSON DIRECTOR 2.00 X 0 0 0 DOUG KELLAMS DIRECTOR 2.00 X 0 0 0 CHUCK JOHNSON DIRECTOR 2.00 X 0 0 0 TIM HENDRIX DIRECTOR 2.00 X 0 0 0 MARK BRADFORD DIRECTOR 2.00 X 0 0 0 TINA PETERSON DIRECTOR 10.00 40.00 X 0 149861 0 0 149861 0 0 0 0 0 IVY TECH COMMUNITY COLLEGE 50 WEST FALL CREEK PARKWAY NORTH DR INDIANAPOLIS IN 46208 CONTRACTED SERVICE FOR GRADUATION CAREER 392042 CARNEGIE DARTLET LLC 210 LITTLETON ROAD SUITE 100 WESTFORD MA 01886 CONTRACTED SERVICE FOR COMPETITIVE POSIT 210680 2 266150 266150 266150 0 0 266150 675397 675397 36000 36000 608988 408022 109618 91348 20011 13407 3602 3002 42111 28214 7580 6317 23998 23998 13995 9377 2519 2099 4028 2699 725 604 29187 19555 5254 4378 46422 39459 6963 46466 31132 8364 6970 3617 3617 PROGRAM EXPENSES 773316 773316 MISCELLANEOUS 1920 384 1536 DUES AND SUBSCRIPTIONS 873 585 157 131 2326329 2037547 166970 121812 13772223 11131232 17017 26256 4720 5107 15220 7402 5964 7818 2903220 3224519 6476204 6606574 23179348 21001506 68465 35281 68465 35281 X 0 0 0 0 23110883 20966225 23110883 20966225 23179348 21001506 -2060179 -84479 0 X X 0 1 X 1 0 X X 1 COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 351811149 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 15220 7402 7818 7818 GOVERNMENT SECURITIES 6606574 F 6606574 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 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. 0 COMMUNITY FOUNDATION OF CRAWFORD COUNTY 4030 EAST GOODMAN RIDGE ROAD BOX D MARENGO IN 47140 200834966 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY COMMUNITY FOUNDATION BLOOMINGTON MONROE COUNTY 100 SOUTH COLLEGE SUITE 240 BLOOMINGTON IN 47404 351811149 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY DAVIESS COUNTY COMMUNITY FOUNDATION 320 E MAIN STREET WASHINGTON IN 47501 351830262 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY DUBOIS COUNTY COMMUNITY FOUNDATION PO BOX 269 JASPER IN 47547 351990305 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY LAWRENCE COUNTY COMMUNITY FOUNDATION IN PO BOX 1235 BEDFORD IN 47421 351889139 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY MARTIN COUNTY COMMUNITY FOUNDATION PO BOX 1235 BEDFORD IN 47421 351889139 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY ORANGE COUNTY COMMUNITY FOUNDATION INC 1705 NORTH SANDY HOOK ROAD STE 2 PAOLI IN 47454 352117084 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY WASHINGTON COUNTY COMMUNITY FOUNDATION PO BOX 50 SALEM IN 47167 351883377 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY BROWN COUNTY COMMUNITY FOUNDATION PO BOX 191 NASHVILLE IN 47448 351960379 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY GREENE COUNTY FOUNDATION 4513 WEST STATE HIGHWAY 54 BLOOMFIELD IN 47424 351815060 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY OWEN COUNTY COMMUNITY FOUNDATION PO BOX 503 SPENCER IN 47460 351934464 25000 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY NORTHEAST DUBOIS COUNTY SCHOOL CORPORATION 5379 E MAIN ST BOX 158 DUBOIS IN 47527 571180763 216414 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY BROWN COUNTY SCHOOL CORPORATION PO BOX 38 NASHVILLE IN 47448 351750551 94168 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY LOOGOOTEE COMMUNITY SCHOOL CORPORATION PO BOX 282 LOOGOOTEE IN 47553 351114047 89815 TO FURTHER THE EXEMPT PURPOSE OF THE ENTITY 14 0 SCHOLARSHIPS 24 36000 FORM 990, PART VI, SECTION A, LINE 2 TINA PETERSON AND DAN PETERSON - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY. ALL CANDIDATES FOR MEMBERSHIP ON A BOARD OR COMMITTEE ARE ADVISED OF THIS POLICY PRIOR TO ASSUMING THEIR RESPONSIBILITIES AS MEMBERS. THIS POLICY 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 15A AS AUTHORIZED BY THE BOARD OF DIRECTORS, THE EXECUTIVE COMMITTEE CONDUCTS THE ANNUAL EVALUATION OF THE CEO, AS WELL AS SETTING THE SALARY POOL, AND DETERMINES ANY COMPENSATION INCREASES. THIS GROUP HAS PERIODICALLY BEEN PROVIDED COMPARABILITY DATA (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY). THE BOARD CHAIR INSTRUCTS THE FOUNDATION'S ACCOUNTANT ON ANY COMPENSATION INCREASES OR BONUSES ON BEHALF OF SAID COMMITTEE, AND SUCH ACTION IS DOCUMENTED IN PERSONNEL FILES. FOR OTHER EMPLOYEES, THE CEO CONDUCTS PERIODIC REVIEWS OF ALL OTHER STAFF POSITIONS AND CONSIDERS COMPENSATION INCREASES ANNUALLY. COMPARABLE DATA IS CONSULTED (INCLUDING, BUT NOT LIMITED TO, DATA ON COMMUNITY FOUNDATIONS FROM THE COUNCIL ON FOUNDATIONS' SALARY AND BENEFITS SURVEY) AND DECISIONS ARE DOCUMENTED FOR IMPLEMENTATION BY THE ACCOUNTANT AS WELL AS RECORDED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 TAX RETURNS, ORGANIZATIONAL DOCUMENTS, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FROM THE OFFICE. FORM 990, PART XII, LINE 2C THE PROCEDURES THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. COMMUNITY FOUNDATION OF BLOOMINGTON AND MONROE COUNTY INC 101 W KIRKWOOD BLOOMINGTON IN 47404 351811149 COMMUNITY FOUNDATION IN 501 (C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0