2017-10-06T13:55:53-05:00 2016-12-31 351476702 BRADY WARE & SCHOENFELD INC ONE WOODSIDE DRIVE RICHMOND IN 47374 990 2016-01-01 351835950 RUSH COUNTY COMMUNITY FOUNDATION INC RUSH 7659381177 117 N MAIN ST RUSHVILLE IN 46173 ALISA WINTERS EXECUTIVE DIRECTOR 7659381177 2017-09-29 1 SUZANNE K MILLER CPA P00452655 7659660531 2017-09-29 64.141.187.4 2017-09-29 09:45:19 ED P 32C061296AA28A7C24EC3A18C3474CF5CF6ADF17 2E7481F783D05D5D4420C9FF96F0FB81777C4A1E 2016 2021-01-29 14:40:06Z ALISA WINTERS 117 N MAIN ST RUSHVILLE IN 46173 4385383 0 X WWW.RUSHCOUNTYFOUNDATION.ORG X 1991 IN THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 14 14 4 69 0 0 1094301 2478674 0 0 329938 265363 19154 1191 1443393 2745228 475778 616823 0 0 114212 153811 0 0 22011 79610 99741 669600 870375 773793 1874853 12946904 16271384 955912 102383 11990992 16169001 X THE RUSH COUNTY COMMUNITY FOUNDATION, THE FOUNDATION OF RUSH COUNTY'S FUTURE, IS A NONPROFIT PUBLIC CHARITY ESTABLISHED IN 1991 TO SERVE DONORS, AWARD GRANTS AND SCHOLARSHIPS, AND PROVIDE LEADERSHIP TO ENRICH AND ENHANCE THE QUALITY OF LIFE IN RUSH COUNTY, INDIANA, NOT ONLY TODAY, BUT FOR GENERATIONS TO COME.THE RUSH COUNTY COMMUNITY FOUNDATION HELPS PEOPLE OF ALL MEANS TO IMPROVE THEIR COMMUNITY NOW AND IN THE FUTURE. WE HELP DONORS PROVIDE GRANT-MAKING DOLLARS FOR NOT-FOR-PROFIT ORGANIZATIONS THAT SERVE RUSH COUNTY CITIZENS. 0 0 725839 616822 COMMUNITY GRANTS FOR LOCAL SCHOOLS AND ORGANIZATIONS AND COLLEGE SCHOLARSHIPS FOR INDIVIDUALS. 88 SCHOLARSHIPS AND 87 GRANTS WERE DISTRIBUTED. 725839 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 0 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 0 0 0 0 1 2 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X ALISA WINTERS 7659381177 117 N MAIN ST RUSHVILLE IN 46173 ROBERT BRIDGES VICE PRESIDENT 1.00 X X 0 0 0 JB GARDNER BOARD MEMBER 1.00 X 0 0 0 MICHELE KING BOARD MEMBER 1.00 X 0 0 0 GREG KRODEL TREASURER 1.00 X X 0 0 0 TONY LAIRD BOARD MEMBER 1.00 X 0 0 0 TOM MAHAN BOARD MEMBER 1.00 X 0 0 0 PHILLIP MORGAN PRESIDENT 1.00 X X 0 0 0 KEITH PERIN PAST-PRESIDENT 1.00 X 0 0 0 AMY MEYER PLOEGER BOARD MEMBER 1.00 X 0 0 0 CINDY POWERS BOARD MEMBER 1.00 X 0 0 0 CHARLES SMITH BOARD MEMBER 1.00 X 0 0 0 SUELLEN REED SECRETARY 1.00 X X 0 0 0 MINDY VOGEL BOARD MEMBER 1.00 X 0 0 0 DIANA WHITE BOARD MEMBER 1.00 X 0 0 0 ANGELA BANE ADMINISTRATIVE AND ACCOUNTS COORDINATOR 38.00 X 37752 0 1095 TERRY VANNATTA ASSITANT EXECUTIVE DIRECTOR / CFO 38.00 X 19763 0 611 ALISA WINTERS EXECUTIVE DIRECTOR 38.00 X 57394 0 1875 114909 0 3581 0 0 0 0 0 2478674 2478674 424433 424433 1481085 1640155 -159070 -159070 -159070 MISCELLANEOUS 900099 1191 1191 1191 2745228 0 0 266554 472427 472427 144396 144396 113910 49605 52826 11479 23058 16141 6917 6554 3146 2859 549 10289 4939 4488 862 1306 196 1110 3151 473 2678 25076 25076 4266 1706 2560 11468 11468 6525 326 5873 326 2393 1795 239 359 1357 1357 11434 4574 6860 4055 4055 REPAIRS AND MAINTENANCE 9027 9027 CONSULTANTS 6533 6533 DONOR CULTIVATION 5080 5080 MISCELLANEOUS 2873 2873 5197 1039 3362 796 870375 725839 122525 22011 61 91 1033179 1262323 500000 485665 233311 264415 252354 11649249 14256616 12946904 16271384 2383 100000 955912 0 955912 102383 X 3066676 6864961 112528 8310830 8811788 993210 11990992 16169001 12946904 16271384 X 1874853 617467 1237 1684452 X X 0 1 X 1 0 X 271881 168407 1064123 1778801 2478674 5761886 271881 168407 1064123 1778801 2478674 5761886 2486159 3275727 221294 163255 401105 344625 424433 1554712 2986 1191 4177 7320775 0.44750 0.43940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 14670 12100 41829 1 1 10354737 2351987 814777 469866 190323 12861312 8029612 2439862 114737 10354737 7022283 1032678 25349 8029612 6915193 112660 5570 7022283 6698423 220274 3504 6915193 0.28000 0.08000 0.64000 0 0 100293 100293 272602 130190 142412 112770 103121 9649 252354 X 3277154 746770 1238 34859 782867 2494287 20460 230481 250941 2745228 711795 1238 34859 36097 675698 194677 194677 870375 PART V, LINE 4: THE FOUNDATION HAS ADOPTED INVESTMENT POLICY FOR ENDOWMENT ASSETS THAT ATTEMPT TO PRESERVE THE REAL PURCHASING POWER OF THE ASSETS, AND PROVIDE A GROWING STREAM OF INCOME TO BE MADE AVAILABLE FOR SPENDING AND KEEPING PACE WITH INFLATION IN ORDER TO SUSTAIN THE OPERATIONS AND GRANT-MAKING CAPACITY OF THE FOUNDATION. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES. THE FOUNDATION IS IN THE PROCESS OF ESTABLISHING A FORMALIZED SPENDING POLICY. ACCORDINGLY, OVER THE LONG TERM, THE FOUNDATION EXPECTS THAT THE FORMALIZED SPENDING POLICY WILL ALLOW ITS ENDOWMENT ASSETS TO GROW CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS, AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: MANGEMENT FEE INCOME 34,859. PART XI, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 230,479. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: MANAGEMENT FEE EXPENSES 34,859. PART XII, LINE 4B - OTHER ADJUSTMENTS: FAS 136 ADJUSTMENT 174,216. INVESTMENT FEES 20,460. ROUNDING 1. PART V, ENDOWMENT FUND, LINE 1B THE ORGANIZATION HAS ADOPTED SFAS 116 EFFECTIVE JANUARY 1, 2016. PURSUANT TO NOTICE 96-30 PREVIOUSLY UNREPORTED CONTRIBUTIONS RECEIVABLE OF $1,379,378 HAVE BEEN REPORTED IN THE PRIOR YEAR. 1 ARLINGTON EAST HILL CEMETARY ASSOCIATION 6350 W US HWY 52 ARLINGTON IN 46173 262627901 501(C)(3) 6566 PURCHASE OF NEW LAWNMOWER AND FUND PAYOUTS BOYS & GIRLS CLUB OF RUSH COUNTY 1590 N SEXTON RUSHVILLE IN 46173 352129067 501(C)(3) 115985 FUND PAYOUT AND OPERATIONAL EXPENSES CITY OF RUSHVILLE 133 W FIRST ST RUSHVILLE IN 46173 356001184 GOVERNMENTAL 112074 TO FUND FACADE AND MARQUEE IMPROVEMENTS FOR THE CITY CENTER PROJECT, STELLER COMMUNITIES SUPPORT, HELP TO BRING FREE CONCERTS TO THE RIVERSIDE PARK RUSH AIC RECOVERY HOUSING INC 101 E 1ST ST RM 317 RUSHVILLE IN 46173 813235180 501(C)(3) 8000 TO RENOVATE 430 N HARRISON ST. INTO TEMPORARY HOUSING FOR RUSH COUNTY'S NEW DRUG COURT PROGRAM RUSH COUNTY HUMANE SOCIETY 3808 W US HWY 52 RUSHVILLE IN 46173 351965311 501(C)(3) 9940 FUND PAYOUT RUSH COUNTY COMMUNITY ASSISTANCE INC 109 E 3RD ST RUSHVILLE IN 46173 263693804 501(C)(3) 25000 TO PURCHASE AND INSTALL A NEW ELECTRICAL BOX, BACKUP GENERATOR, AIR CONDITIONER AND ADDITIONAL FOOD COOLERS RUSH COUNTY HISTORICAL SOCIETY 619 N PERKINS ST RUSHVILLE IN 46173 356021791 501(C)(3) 16099 FUNDING TO IMPLEMENT THREE RUSH COUNTY TOURS AND MAKE NEEDED IMPROVEMENTS TO THE CARRIAGE HOUSE, FUND PAYOUTS RUSH MEMORIAL HOSPTIAL 1300 N MAIN ST RUSHVILLE IN 46173 203199892 501(C)(3) 10680 FUND PAYOUTS RUSHVILLE LODGE 1307 BPOE OF ELKS PO BOX 81 RUSHVILLE IN 46173 350173269 501(C)(8) 7059 FUND PAYOUTS ST PAUL'S UNITED METHODIST CHURCH 426 N MORGAN RUSHVILLE IN 46173 356000842 501(C)(3) 29459 FUND PAYOUT TOWN OF CARTHAGE 6 W 1ST ST CARTHAGE IN 46115 351089150 GOVERNMENTAL 6000 TOWN OF CARTHAGE DOWNTOWN IMPROVEMENT PROJECT 10 1 SCHOLARSHIPS FOR STUDENTS ATTENDING HIGHER EDUCATION INSTITUTIONS. 88 144396 PART I, LINE 2: THE TERMS OF THE GRANT REQUIRE TWO SIGNATURES FROM THE RECIPIENT ORGANIZATION BEFORE FUNDS ARE RELEASED. THE REQUIREMENTS OF THE RECIPIENT ORGANIZATION INCLUDE REPORTING INFORMATION BACK TO THE FOUNDATION INCLUDING WHETHER THE FUNDS WERE USED ACCORDING TO THE GRANT REQUEST, RECEIPTS FOR GRANT EXPENDITURES, REIMBURESMENT OF UNUSED FUNDS, PHOTOGRAPHS OF ANY ITEMS ACQUIRED WITH GRANT FUNDS, AND COMPLETION OF A QUESTIONNAIRE. THE GRANT RECIPIENT MUST STATE IN THE QUESTIONNAIRE WHETHER FUNDS WERE USED IN ACCORDANCE WITH IRS REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE AND ACCOUNTS COORDINATOR BEFORE FILING. THE COMPLETED INFORMATION WILL BE PROVIDED TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C ANUALLY, THE BOARD PRESIDENT AND THE EXECUTIVE DIRECTOR ANALYZE POTENTIAL CONFLICTS OF BOARD MEMBERS, AND ANY ACTUAL CONFLICTS ARE ADDRESSED. FORM 990, PART VI, SECTION B, LINE 15 PART VI, LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL - THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR AND REPORTS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE MAKES RECOMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS - THE EXECUTIVE DIRECTOR PERFORMS AN ANNUAL REVIEW OF ALL EMPLOYEES AND REPORTS TO THE PERSONNEL COMMITTEE. THE PERSONNEL COMMITTEE MAKES RECOMENDATIONS FOR COMPENSATION LEVELS TO THE GOVERNING BOARD BASED ON VARIOUS INFORMATION INCLUDING COMPARABLE COMPENSATION DATA FOR THE POSITION. THE GOVERNING BOARD VOTES ON THE COMPENSATION AMOUNT OF ALL STAFF. ALL BOARD AND COMMITTEE MEETINGS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE AUDITED FINANCIALS ARE AVAILABLE ON OUR WEBSITE. FORM 990, PART XI, LINE 9: CASH TO ACCURAL 1,555,150. FAS 136 ADJUSTMENT 129,302. FORM 990, PART XII, LINE 1 EFFECTIVE 1/1/16, THE ORGANIZATION CHANGE IT'S METHOD OF ACCOUNTING FOR CONTRIBUTIONS RECEIVABLE AND PAYABLE IN ACCORDANCE WITH SFAS 116. PURSUANT TO NOTICE 96-30, THE CHANGE IS REFLECTED IN PART XI, LINE 9, OTHER CHANGES. IT ALSO HAS AN EFFECT ON SCHEDULE A, REFLECTED IN THE 2015 AMOUNTS BEING REPORTED, AS WELL AS SCHEDULE D, REFLECTED IN THE CONTRIBUTION AMOUNT BEING REPORTED FOR 2015. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED THE SELECTION PROCESS FOR THE AUDITOR OR THE METHOD OF OVERSIGHT.