COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF GRANT COUNTY INDIANA INC (EIN 31-1117791)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-29
- IRS object ID
- 201800299349300625
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-29T09:22:17-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blue & Co LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 813 West Second Street | AddressLine1Txt |
| City | Seymour | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311117791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of | BusinessNameLine1Txt |
| Business Name Line2 | Grant County Indiana Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 7656620065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 West 3rd Street | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dawn M Brown | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7656620065 | PhoneNum |
| Signature | 2018-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kandy L Wischmeier CPA | PreparerPersonNm |
| PTIN | P00118327 | PTIN |
| Phone | 8125228416 | PhoneNum |
| Preparation | 2018-01-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.174.141.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-09 | IPDt |
| IP Tm | 10:32:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A2A13F53C4FCAC2F034914B666A2FEB8B574F616 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7C7B47936940A20FE0123DA9B400AB0E4818A817 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dawn M Brown | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 West 3rd Street | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,102,361 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | givetogrant.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | The mission of the community foundation of Grant County indiana, Inc. is to connect people, resources, and causes to promote sustainable impact towards the betterment of grant county. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 92 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,799,219 | PYContributionsGrantsAmt |
| CY Contributions Grants | $894,181 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $386,410 | PYInvestmentIncomeAmt |
| CY Investment Income | $899,095 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,600 | PYOtherRevenueAmt |
| CY Other Revenue | $3,600 | CYOtherRevenueAmt |
| PY Total Revenue | $2,189,229 | PYTotalRevenueAmt |
| CY Total Revenue | $1,796,876 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,589,143 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,245,901 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $305,232 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $305,002 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,030 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $222,993 | PYOtherExpensesAmt |
| CY Other Expenses | $243,736 | CYOtherExpensesAmt |
| PY Total Expenses | $2,117,368 | PYTotalExpensesAmt |
| CY Total Expenses | $1,794,639 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $71,861 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,237 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,158,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,195,245 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,575,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,527,494 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,582,310 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,667,751 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The mission of the Community Foundation of Grant County Indiana, Inc. is to connect people, resources, and causes to promote sustainable impact towards the betterment of Grant County. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $665,186 | ExpenseAmt |
| Grant | $558,559 | GrantAmt |
| Desc | EDUCATION AND SCHOLARSHIP: EDUCATION AND ACCESS TO ATTAINING AN EDUCATION HAS ALWAYS BEEN IMPORTANT IN THE GRANT COUNTY COMMUNITY. OUR GOAL WITH SCHOLARSHIP AWARDS IS TO HELP AS MANY STUDENTS AS POSSIBLE ATTEND COLLEGE. EACH YEAR, WE CALCULATE THE AVERAGE COST OF PUBLIC SCHOOL TUITION/FEES/BOOKS AS A BENCHMARK FOR AWARD MAXIMUMS. WE HAVE BEEN DILIGENT IN OUR SCHOLARSHIP AWARD PROCESS TO OFFER AMOUNTS THAT WILL BE IMPACTFUL FOR THE STUDENT AND POTENTIALLY ELIMINATE THE POSSIBILITY OF STUDENT LOAN DEBT. WE RESEARCH WHAT WILL BE THE MOST IMPACTFUL FOR OUR SCHOLARSHIP RECIPIENTS AND GIVE THEM ACCESS TO THAT INFORMATION. GRANT COUNTY IS AND WILL BE A BETTER PLACE IF WE CAN GIVE OUR COMMUNITY ACCESS TO AN EDUCATION IN A WAY THAT ELIMINATES FINANCIAL DEBT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $446,371 | ExpenseAmt |
| Grant | $374,819 | GrantAmt |
| Desc | COMMUNITY DEVELOPMENT: THE COMMUNITY FOUNDATION USES ITs KNoWLEDGE , CONNECTIONS, INFLUENCE, AND RESOURCES TO BUILD POSITIVE CHANGE IN OUR COMMUNITY. ON A REGULAR BASIS WE BRING TOGETHER OTHER NONPROFITS TO SHARE WITH ONE ANOTHER WHAT THEY ARE DOING IN THE COMMUNITY AND BRIDGE THE GAP TO ALLOW FOR FURTHER COLLABORATIONS. WE CURRENTLY HAVE NEARLY 400 FUNDS IN WHICH DONORS CAN CHOOSE TO MAKE THEIR CHARITABLE DONATIONS. SINCE INCEPTION, WE HAVE GRANTED NEARLY $15 MILLION BACK INTO OUR COMMUNITY TO MAKE GRANT COUNTY A BETTER PLACE TO LIVE, WORK, PLAY, AND PRAY. THOUSANDS OF DONORS FROM ACROSS THE COUNTY, IN VARIED SOCIO-ECONOMIC SITUATIONS, HAVE CONTRIBUTED TO FUNDS AT THE COMMUNITY FOUNDATION TO SUPPORT PROJECTS OR PROGRAMS THAT CREATE A BETTER QUALITY OF LIFE FOR ALL WHO LIVE HERE . | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $372,183 | ExpenseAmt |
| Grant | $312,523 | GrantAmt |
| Desc | HEALTH AND HUMAN SERVICES: EMPOWERING THE HUMAN SERVICES NONPROFIT SECTOR IN GRANT COUNTY IS SOMETHING THE COMMUNITY FOUNDATION IS PROUD TO DO ANNUALLY. OUR LOCAL AGENCIES PROVIDE NECESSARY SERVICES TO THOUSANDS OF PEOPLE IN GRANT COUNTY, AND WITHOUT US, IT WOULD BE DIFFICULT TO HELP SO MANY FULLY ACHIEVE THEIR ORGANIZATIONAL MISSIONS. OVER THIS PAST YEAR, WE HAVE GRANTED TO OVER SEVEN HEALTH AND HUMAN SERVICE ORGANIZATIONS. THESE ORGANIZATIONS ARE COMMITTED TO WORKING CLOSELY WITH INDIVIDUALS IN OUR COUNTY TO HELP IMPROVE OUR WELLBEING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,483,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of Grant County Indiana Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7656620065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 West 3rd Street | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46952 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Kyle Persinger | ||||||
| President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John Jones | ||||||
| Vice President | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Georgette Miller | ||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Trent DailEy | ||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dennis Banks | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Carey | ||||||
| Board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| jackie Certain | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Cline | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Eckerle | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Falder | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Judy Fitzgerald | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tom Gearhart | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Marty Harker | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Chad Leighty | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mylon Logan | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Merchant | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Reggie Nevels | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nedra Sutter | ||||||
| board Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dawn Brown | ||||||
| Executive Director | 40.00 | Yes (X) | Yes (X) | $85,176 | $0 | $3,457 |
| Sherri Rush | ||||||
| Chief Financial Officer | 40.00 | Yes (X) | Yes (X) | $57,725 | $0 | $7,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $142,901 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,006 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $25,788 | GovernmentGrantsAmt |
| All Other Contributions | $868,393 | AllOtherContributionsAmt |
| Noncash Contributions | $410,453 | NoncashContributionsAmt |
| Total Contributions | $894,181 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $609,288 | TotalRevenueColumnAmt |
| Exclusion | $609,288 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,600 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,600 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $595,292 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $305,485 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $289,807 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $289,807 | TotalRevenueColumnAmt |
| Exclusion | $289,807 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,796,876 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,600 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $899,095 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,767 | TotalAmt |
| Program Services | $900,767 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,134 | TotalAmt |
| Program Services | $345,134 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,005 | TotalAmt |
| Program Services | $92,913 | ProgramServicesAmt |
| Management And General | $11,411 | ManagementAndGeneralAmt |
| Fundraising | $58,681 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,454 | TotalAmt |
| Program Services | $61,819 | ProgramServicesAmt |
| Management And General | $7,592 | ManagementAndGeneralAmt |
| Fundraising | $39,043 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,727 | TotalAmt |
| Program Services | $7,254 | ProgramServicesAmt |
| Management And General | $891 | ManagementAndGeneralAmt |
| Fundraising | $4,582 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,816 | TotalAmt |
| Program Services | $11,865 | ProgramServicesAmt |
| Management And General | $1,457 | ManagementAndGeneralAmt |
| Fundraising | $7,494 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,093 | TotalAmt |
| Management And General | $2,409 | ManagementAndGeneralAmt |
| Fundraising | $21,684 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,761 | TotalAmt |
| Program Services | $42,761 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,307 | TotalAmt |
| Fundraising | $28,307 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,996 | TotalAmt |
| Program Services | $3,195 | ProgramServicesAmt |
| Management And General | $2,590 | ManagementAndGeneralAmt |
| Fundraising | $8,211 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,376 | TotalAmt |
| Program Services | $12,713 | ProgramServicesAmt |
| Management And General | $16,950 | ManagementAndGeneralAmt |
| Fundraising | $12,713 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,836 | TotalAmt |
| Program Services | $1,266 | ProgramServicesAmt |
| Management And General | $1,304 | ManagementAndGeneralAmt |
| Fundraising | $1,266 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,616 | TotalAmt |
| Program Services | $3,046 | ProgramServicesAmt |
| Management And General | $1,523 | ManagementAndGeneralAmt |
| Fundraising | $3,047 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,026 | TotalAmt |
| Program Services | $1,007 | ProgramServicesAmt |
| Management And General | $2,616 | ManagementAndGeneralAmt |
| Fundraising | $403 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,646 | TotalAmt |
| Management And General | $34,646 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,173 | TotalAmt |
| Management And General | $8,173 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Repairs & Maintenance | $14,068 | $14,068 | |
| Donor Development | $7,599 | $7,599 | |
| Miscellaneous | $7,064 | $7,064 | |
| Dues & Subscriptions | $5,175 | $5,175 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,794,639 | TotalAmt |
| Program Services | $1,483,740 | ProgramServicesAmt |
| Management And General | $117,869 | ManagementAndGeneralAmt |
| Fundraising | $193,030 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,906 | BOYAmt |
| EOY | $250,975 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,920,318 | BOYAmt |
| EOY | $1,211,035 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,200 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,051 | BOYAmt |
| EOY | $6,212 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $541,276 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,547 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,867 | BOYAmt |
| EOY | $262,729 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,633,210 | BOYAmt |
| EOY | $14,023,967 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,226,462 | BOYAmt |
| EOY | $7,429,373 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,093 | BOYAmt |
| EOY | $10,954 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,158,107 | BOYAmt |
| EOY | $23,195,245 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,851 | BOYAmt |
| EOY | $1,210 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,512 | BOYAmt |
| EOY | $40,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,023 | BOYAmt |
| EOY | $1,357,354 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,411 | BOYAmt |
| EOY | $128,930 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,575,797 | BOYAmt |
| EOY | $1,527,494 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,568,044 | BOYAmt |
| EOY | $21,663,096 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,266 | BOYAmt |
| EOY | $4,655 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,582,310 | BOYAmt |
| EOY | $21,667,751 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,158,107 | BOYAmt |
| EOY | $23,195,245 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,237 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,086,583 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,379 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $977,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $595,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,202,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,799,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $894,181 | CurrentTaxYearAmt |
| Total | $7,468,256 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $977,290 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $595,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,202,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,799,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $894,181 | CurrentTaxYearAmt |
| Total | $7,468,256 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,788,154 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,680,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $447,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $388,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $713,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $643,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $612,888 | CurrentTaxYearAmt |
| Total | $2,805,432 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,725 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,725 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $10,275,413 | TotalSupportAmt |
| Public Support CY170 | 0.55280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 21 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $124,528 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $234,496 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,258,060 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,049,164 | BeginningYearBalanceAmt |
| Contributions | $1,582,666 | ContributionsAmt |
| Investment Earnings Or Losses | $1,936,471 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $610,490 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,844 | OtherExpendituresAmt |
| Administrative Expenses | $387,832 | AdministrativeExpensesAmt |
| End Year Balance | $21,567,135 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,646,882 | BeginningYearBalanceAmt |
| Contributions | $294,294 | ContributionsAmt |
| Investment Earnings Or Losses | -$16,987 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $502,847 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $372,178 | AdministrativeExpensesAmt |
| End Year Balance | $19,049,164 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,554,216 | BeginningYearBalanceAmt |
| Contributions | $1,723,331 | ContributionsAmt |
| Investment Earnings Or Losses | $124,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $375,098 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $380,031 | AdministrativeExpensesAmt |
| End Year Balance | $19,646,882 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,979,435 | BeginningYearBalanceAmt |
| Contributions | $233,882 | ContributionsAmt |
| Investment Earnings Or Losses | $2,240,386 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $546,417 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $353,070 | AdministrativeExpensesAmt |
| End Year Balance | $18,554,216 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,187,577 | BeginningYearBalanceAmt |
| Contributions | $30,966 | ContributionsAmt |
| Investment Earnings Or Losses | $72,058 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $236,152 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $75,014 | AdministrativeExpensesAmt |
| End Year Balance | $16,979,435 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.94000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.06000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $377,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $169,813 | DepreciationAmt |
| Book Value | $207,383 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $51,535 | DepreciationAmt |
| Book Value | $46,133 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,199 | DepreciationAmt |
| Book Value | $9,213 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $262,729 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BOND MUTUAL FUNDS | $7,197,771 | F |
| STABLE VALUE FUND | $231,602 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,429,373 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable Gift Annuities | Desc |
| Amt | $128,930 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $128,930 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,107,039 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,086,583 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $266,341 | OtherRevenueAmt |
| Revenue Not Reported | $1,352,924 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,754,115 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $42,761 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $42,761 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,796,876 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,021,598 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $269,720 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $269,720 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,751,878 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $42,761 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $42,761 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,794,639 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | CONTRIBUTIONS HELD FOR OTHERS REPRESENTS FUNDS PLACES ON DEPOSIT WITH THE ORGANIZATION BY TOHER 501(C)(3) ORGANIZATIONS BASED ON THEIR INDIVIDUAL BOARD RESOLUTIONS. |
| Part V, Line 4: | Each endowment fund is set-up with a specific purpose in mind. As the endowment grows, a percentage of the average balance can be spent to meet the purpose of each fund. With 287 different endowment funds, we have many varied purposes. Endowment funds are ultimately utilized to help us meet our mission to connect people, resources, and causes to promote sustainable impact towards the betterment of grant county. We are able to do that by setting up funds that directly benefit grant county and setting up funds that help to meet local donors' charitable goals. |
| Part X, Line 2: | THE FOUNDATION 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, 2017, 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 FOUNDATION 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. THE FOUNDATION HAS FILED ITS FEDERAL AND STATE INCOME TAX RETURNS FOR PERIODS THROUGH JUNE 30, 2016. THESE INCOME TAX RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). |
| Part XI, Line 2d - Other Adjustments: | Change in Split Interest Agreements 952. Admin Fee 387,832. SFAS 136 Adjustment -122,443. |
| Part XII, Line 2d - Other Adjustments: | Admin Fee 387,832. SFAS 136 Adjustment -118,112. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $231,602 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $231,602 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $231,602 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form 9901, Schedule F, Part IV, Line 1 | FormAndLineReferenceDesc |
| Explanation | The foundation meets the following exception to form 926 reporting: Tax-Exempt entity and the income was not unrelated business income. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Boys & Girls Club of Grant County | |||||||
| 3402 S Meridian St | Marion | IN | 46953 | 351065247 | 501(C)(3) | $10,539 | to further the exempt purpose of the organization |
| Bridges to Health | |||||||
| 1251 W Kem Rd | Marion | IN | 46952 | 205405181 | 501(c)(3) | $10,000 | Medical intruments for exam rooms |
| Cancer Services of Grant County | |||||||
| 305 S Norton Ave | Marion | IN | 46952 | 351058216 | 501(C)(3) | $14,010 | to further the exempt purpose of the organization |
| Cardinal GreenwayRails to Trails | |||||||
| PO Box 66 | Fairmount | IN | 46928 | 351885151 | 501(C)(3) | $10,316 | to further the exempt purpose of the organization |
| Carey Services | |||||||
| 2724 S Carey St | Marion | IN | 46953 | 350965642 | 501(C)(3) | $18,036 | to further the exempt purpose of the organization |
| City of Marion - Christmas City Walkway of Lights | |||||||
| PO Box 716 | Marion | IN | 46952 | 356001102 | govt-city | $38,746 | to further the exempt purpose of the organization |
| City of Gas City | |||||||
| 211 E Main St | Gas City | IN | 46933 | 356001041 | govt-city | $30,506 | to further the exempt purpose of the organization |
| City of Marion | |||||||
| 301 S Branson St | Marion | IN | 469524052 | 356001102 | govt-city | $19,350 | to further the exempt purpose of the organization |
| Community Foundation Team | |||||||
| 505 W Third St | Marion | IN | 46952 | 311117791 | 501(C)(3) | $5,000 | Collective Impact; to further the exempt purpose of the organization |
| Convention & Visitors Bureau | |||||||
| PO Box 1327 | Marion | IN | 46952 | 205295987 | 501(c)(4) | $60,000 | to further the exempt purpose of the organization |
| CSA - Community School of the Arts | |||||||
| 305 S Adams St | Marion | IN | 46952 | 351956785 | 501(c)(3) | $13,000 | to further the exempt purpose of the organization |
| Fairmount High School Stage | |||||||
| PO Box 245 | Fairmount | IN | 46928 | GOVT - SCHOOL | $28,542 | James Dean Stage Rebuild; to further the exempt purpose of the organization | |
| Fairmount Round Robins | |||||||
| 4401 S Western Ave | Marion | IN | 46953 | 351536564 | 501(C)(3) | $41,679 | to further the exempt purpose of the organization |
| Family Service Society | |||||||
| 101 S Washington St Ste 200 | Marion | IN | 46952 | 350868083 | 501(C)(3) | $8,160 | to further the exempt purpose of the organization |
| Friends of the Gardens of Matter Park | |||||||
| 1891 E 600 S | Jonesboro | IN | 46938 | 814264256 | 501(C)(3) | $36,283 | to further the exempt purpose of the organization |
| Gas City Concerts in the Park | |||||||
| PO Box 105 | Gas City | IN | 46933 | 356001102 | GOVT-CIty | $10,218 | to further the exempt purpose of the organization |
| Gilead Ministries | |||||||
| 212 N Baldwin Ave | Marion | IN | 46952 | 352134033 | 501(C)(3) | $5,330 | to further the exempt purpose of the organization |
| Grace House for Transition & Recovery | |||||||
| PO Box 284 | Marion | IN | 46952 | 352157300 | 501(C)(3) | $5,500 | to further the exempt purpose of the organization |
| Grant County Economic Growth Council | |||||||
| 301 S Adams St Suite 109 | Marion | IN | 46952 | 351589550 | 501(c)(3) | $26,000 | to further the exempt purpose of the organization |
| Grant County Rescue Mission | |||||||
| 423 S Gallatin St | Marion | IN | 46953 | 351659778 | 501(c)(3) | $10,470 | to further the exempt purpose of the organization |
| Hoosier Shakes Inc | |||||||
| 952 Gustave Pl | Marion | IN | 46952 | 473271589 | 501(c)(3) | $5,000 | to further the exempt purpose of the organization |
| Indiana Wesleyan University | |||||||
| 4201 S Washington St | Marion | IN | 46953 | 350885591 | 501(c)(3) | $41,500 | to further the exempt purpose of the organization |
| Launch Marion Inc - The Refinery | |||||||
| 2301 S Western Ave Ste D | Marion | IN | 46953 | 611751875 | 501(C)(3) | $80,000 | Big Idea Grant; to further the exempt purpose of the organization |
| LEAD Inc dba YES Network | |||||||
| PO Box 411 | Gas City | IN | 46933 | 421635953 | 501(c)(3) | $5,790 | to further the exempt purpose of the organization |
| Lift - Eastbrook Afterschool | |||||||
| PO Box 374 | Upland | IN | 46989 | GOVT - SCHOOL | $10,000 | Employment Growth; to further the exempt purpose of the organization | |
| Little Giants Preschool - Justice Intermediate School (Marion Community Sch | |||||||
| 720 N Miller Ave | Marion | IN | 46952 | 356002617 | GOVT - SCHOOL | $9,563 | to further the exempt purpose of the organization |
| Main Street Marion | |||||||
| 202 W Spencer Ave | Marion | IN | 46952 | 351808990 | 501(C)(3) | $9,386 | to further the exempt purpose of the organization |
| Marion Fire Department - City of Marion | |||||||
| 301 S Branson St | Marion | IN | 46952 | 356001102 | govt-city | $5,000 | Fire truck hoses; to further the exempt purpose of the organization |
| Marion General Hospital | |||||||
| 441 N Wabash Ave | Marion | IN | 46952 | 350868130 | 501(c)(3) | $7,540 | to further the exempt purpose of the organization |
| Marion Grant County Senior Center | |||||||
| 503 S Gallatin St PO Box 443 | Marion | IN | 46953 | 351814856 | 501(c)(3) | $5,580 | to further the exempt purpose of the organization |
| Marion High School Alumni Association | |||||||
| PO Box 1029 | Marion | IN | 46952 | 454516790 | 501(c)(3) | $5,070 | to further the exempt purpose of the organization |
| Marion High School HOOAH Parents Booster Club Inc | |||||||
| 750 W 26th St | Marion | IN | 46953 | 464658894 | 501(c)(3) | $5,000 | Junior Reserve Officer Training Corp educational trips; to further the exempt purpose of the organization |
| Marion Philharmonic Association Inc | |||||||
| PO Box 272 | Marion | IN | 46952 | 237126357 | 501(C)(3) | $9,999 | to further the exempt purpose of the organization |
| Marion Police Department | |||||||
| 301 S Branson St | Marion | IN | 469524052 | 356001102 | govt-city | $13,600 | Upgraded rifle plates and carriers for MPD police officers; to further the exempt purpose of the organization |
| Marion Public Library | |||||||
| 600 S Washington St | Marion | IN | 46953 | 356001833 | govt-library | $12,855 | to further the exempt purpose of the organization |
| Quilters Hall of Fame | |||||||
| 926 S Washington St PO Box 681 | Marion | IN | 46952 | 770309588 | 501(c)(3) | $80,319 | to further the exempt purpose of the organization |
| Science Central | |||||||
| 1950 N Clinton St | Fort Wayne | IN | 46805 | 311032583 | 501(c)(3) | $5,000 | Science4U, Science Central's school outreach program; to further the exempt purpose of the organization |
| Services for the Visually and Hearing Impaired | |||||||
| 2301 S Adams St | Marion | IN | 46953 | 237050618 | 501(C)(3) | $5,000 | to further the exempt purpose of the organization |
| St Martin de Porres Community Center | |||||||
| 901 S Branson St PO Box 1727 | Marion | IN | 469532059 | 351696367 | 501(c)(3) | $7,430 | to further the exempt purpose of the organization |
| St Paul Catholic School | |||||||
| 1009 Kem Rd | Marion | IN | 46952 | 350941133 | 501(C)(3) | $20,240 | to further the exempt purpose of the organization |
| Taylor University | |||||||
| 236 W Reade Ave | Upland | IN | 46989 | 350868181 | 501(c)(3) | $3,420 | to further the exempt purpose of the organization |
| The Genesis Place Inc | |||||||
| 104 E 14th St | Marion | IN | 469532313 | 310971146 | 501(c)(3) | $9,269 | to further the exempt purpose of the organization |
| Turn the Page Fund | |||||||
| 505 W Third St | Marion | IN | 46952 | GOVT - SCHOOL | $9,227 | to further the exempt purpose of the organization | |
| United Way of Grant County | |||||||
| 215 S Adams St PO Box 61 | Marion | IN | 46953 | 350995975 | 501(c)(3) | $16,250 | to further the exempt purpose of the organization |
| Westminster Presbyterian Church | |||||||
| 1100 W Jeffras Ave | Marion | IN | 46952 | 351383470 | 501(C)(3) | $5,670 | to further the exempt purpose of the organization |
| Wilson-Vaughan Hostess House Inc | |||||||
| 723 W 4th St | Marion | IN | 46953 | 350864152 | 501(C)(3) | $5,770 | to further the exempt purpose of the organization |
| YMCA of Grant County | |||||||
| 123 Sutter Way | Marion | IN | 46952 | 350886981 | 501(c)(3) | $46,685 | to further the exempt purpose of the organization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 46 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 188 | RecipientCnt |
| Cash Grant | $345,134 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | FOR ORGANIZATIONS, A CHECKLIST IS COMPLETED WHEN THE GRANT APPLICATION IS SUBMITTED. THE APPLICATION NEEDS TO INCLUDE A BALANCE SHEET AND AN INCOME STATEMENT. WHEN GRANTEES RECEIVE THEIR GRANT CHECK, THEY ALSO RECEIVE A FINAL GRANT REPORT TO COMPLETE. WE MANDATE IN THE GRANT AGREEMENT THAT THEY HAVE 8 MONTHS TO RETURN THE FINAL GRANT REPORT AND ANCILLARY MATERIALS TO US. THIS ALLOWS US TO TRACK THE OUTSTANDING GRANTS AND TO SEND REMINDERS TO GRANTERS IF WE HAVE NOT RECEIVED THE REPORT. WHEN THE FINAL GRANT REPORT IS RETURNED, THE PROGRAM MANAGER CHECKS THE REPORT WITH THE GRANT PURPOSE AND UPDATES THE CONDITION TO CLOSED IF THE PURPOSE OF THE GRANT HAS BEEN FULFILLED. OFFERS ARE MADE TO STUDENTS BEFORE ACTUALLY AWARDING SCHOLARSHIPS SO THE FOUNDATION CAN VERIFY THAT RECIPIENTS STILL MEET THE DONOR'S CRITERIA. SCHOLARSHIP CHECKS ARE ISSUED TO THE INSTITUTION AND THE FOUNDATION WRITES "QUALIFIED EDUCATION EXPENSES" ON EACH CHECK SO THAT THE EDUCATIONAL INSTITUTION KNOWS THAT THE SCHOLARSHIPS CANNOT BE USED FOR ROOM AND BOARD AND NON-ESSENTIAL EXPENSES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | lila persinger | PersonNm |
| Relationship With Org | child of board member kyle persinger | RelationshipWithOrgTxt |
| Cash Grant | $1,250 | CashGrantAmt |
| Type Of Assistance | scholarship | TypeOfAssistanceTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $410,453 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Form 990 is presented to the executive and finance committes at a special meeting prior to filing the return. A copy of the return is distributed to the board by e-mail. |
| Form 990, Part VI, Section B, line 12c | ANNUALLY ALL BOARD MEMBERS AND STAFF ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THE QUESTIONNAIRE DISCLOSES WHETHER THEY OR FAMILY MEMBERS HAVE INTERESTS THAT GIVE RISE TO A CONFLICT OF INTEREST. POTENTIAL CONFLICTS OF INTEREST ARE MONITORED AT ALL MEETINGS. SHOULD A CONFLICT ARISE, THAT INDIVIDUAL DOES NOT PARTICIPATE IN COMMITTEE OR BOARD DELIBERATIONS AND DECISIONS CONCERNING THAT TRANSACTION/DECISION. THE CONFLICT OF INTEREST POLICY WAS REVISED BY THE COMPLIANCE COMMITTEE IN A WAY THAT MAKES IT EASIER FOR EACH BOARD AND STAFF MEMBER TO UNDERSTAND HOW/WHEN IT IS NECESSARY TO DISCLOSE THEIR CONFLICTS. ONCE ALL OF THE BOARD AND STAFF MEMBER DISCLOSURES HAVE BEEN MADE, BOTH THE PRESIDENT OF THE BOARD AND THE EXECUTIVE DIRECTOR SIGN OFF ON EACH DOCUMENT AS A WAY TO INCREASE TRANSPARENCY. DETAILED MINUTES ARE ALWAYS KEPT TO DOCUMENT BOARD/STAFF ACTIVITIES. IN ADDITION, SCHOLARSHIP REVIEWERS ARE ASKED TO COMPLETE A RECUSAL FORM RELATED TO CERTAIN CONFLICTS. |
| Form 990, Part VI, Section B, line 15 | ANNUAL SALARY AMOUNTS ARE DISCUSSED AND RESEARCHED BY THE FOUNDATION'S EXECUTIVE COMMITTEE. THE COMMITTEE MAY REFER TO THE SALARY AND BENEFITS REPORT FROM THE COUNCIL ON FOUNDATIONS WHEN DETERMINING THE SALARY AND BENEFITS OF THE OFFICERS AND STAFF. |
| Form 990, Part VI, Section C, line 18 | CURRENT AND PAST FORM 990'S ARE AVAILABLE TO THE PUBLIC AT GUIDESTAR.ORG OR BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. FORM 1023 IS AVAILABLE BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST BY CALLING, E-MAILING, OR REQUESTING AT THE FOUNDATION OFFICE. |
| Form 990, Part XI, line 9: | SFAS 136 Adjusment -4,331. Change in value of split interest agreements 952. |
| Form 990, Part XII, Line 2C | IN THE CURRENT PERIOD THERE HAS BEEN NO CHANGE TO THE OVERSIGHT OR SELECTION PROCESS FOR THE INDEPENDENT ACCOUNTANT. DURING THE CURRENT YEAR, THE BOARD APPROVED A POLICY THAT REQUIRES A REQUEST FOR PROPOSAL PROCESS FOR INDEPENDENT AUDITORS EVERY 5 YEARS BEGINNING IN 2017. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CF Properties One (1) LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 West Third Street | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Hold Title to and Accept Gifts of Real Estate | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
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