2017-08-14T13:17:46-05:00 2016-12-31 351178661 Blue & Co LLC 813 West Second Street Seymour IN 47274 990 2016-01-01 352000788 Porter County Community Foundation Inc PORT 2194650294 1401 Calumet Avenue Valparaiso IN 46383 WILLIAM A HIGBIE President & CEO 2194650294 2017-07-31 1 Kandy L Wischmeier CPA P00118327 8125228416 2017-07-31 38.109.186.2 2017-07-31 10:13:30 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7C7B47936940A20FE0123DA9B400AB0E4818A817 2016 2021-01-29 14:40:06Z William A Higbie 1401 Calumet Avenue Valparaiso IN 46383 8208438 0 X WWW.PCCF.GIVES X 1996 IN We inspire giving and engage our community to improve lives in Porter County now and forever. 28 28 10 40 0 0 5991615 2962991 0 0 1471607 1285085 39340 185082 7502562 4433158 2033998 2518095 0 0 650303 594980 0 0 534950 666183 766366 3350484 3879441 4152078 553717 45355649 49017235 11658719 12475166 33696930 36542069 We inspire giving and engage our community to improve lives in Porter County now and forever. 0 0 2953128 2518095 THE ORGANIZATION DISBURSES GRANTS TO CHARITABLE ORGANIZATIONS FOR PROJECTS THAT PROMOTE THE COMMUNITY AND HELP MEET THE CHANGING NEEDS OF THE COMMUNITY. THE ORGANIZATION ALSO DISBURSES GRANTS TO PORTER COUNTY RESIDENTS IN ACCORDANCE WITH THE REQUESTS OF DONORS WHO ESTABLISH SCHOLARSHIP FUNDS. 2953128 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X X X The Organization 2194650294 1401 Calumet Avenue Valparaiso IN 46383 LAURA CAMPBELL secretary 1.00 X X 0 0 0 Ralph Neff Vice Chair 1.00 X X 0 0 0 WILLIAM P MAAR treasurer 1.00 X X 0 0 0 SPERO VALAVANIS Chair 1.00 X X 0 0 0 Jan Barsophy BOARD MEMBER 1.00 X 0 0 0 Matt Vessely BOARD MEMBER 1.00 X 0 0 0 Katharine Wehling bOARD MEMBER 1.00 X 0 0 0 Andrew Arnold BOARD MEMBER 1.00 X 0 0 0 Desila Rosetti bOARD MEMBER 1.00 X 0 0 0 Dr John Felton BOARD MEMBER 1.00 X 0 0 0 Laura Elliott BOARD MEMBER 1.00 X 0 0 0 Jacki Stutzman bOARD MEMBER 1.00 X 0 0 0 Geoff Laciak BOARD MEMBER 1.00 X 0 0 0 Carol Hall BOARD MEMBER 1.00 X 0 0 0 Jon leetz bOARD MEMBER 1.00 X 0 0 0 Dave Hollenbeck bOARD MEMBER 1.00 X 0 0 0 Joe Jaskowiak BOARD MEMBER 1.00 X 0 0 0 Rick Calinski BOARD MEMBER 1.00 X 0 0 0 Kent Mishler bOARD MEMBER 1.00 X 0 0 0 Stephen Lunn bOARD MEMBER 1.00 X 0 0 0 GREGORY SOBKOWSKI BoARD MEMBER 1.00 X 0 0 0 John Walsh bOARD MEMBER 1.00 X 0 0 0 Kim Abbett BOARD MEMBER 1.00 X 0 0 0 Susan Kelly-Johnson BOARD MEMBER 1.00 X 0 0 0 Minakshi Ghuman BOARD MEMBER 1.00 X 0 0 0 John Hannon BOARD MEMBER 1.00 X 0 0 0 Stephanie Jones BOARD MEMBER 1.00 X 0 0 0 Stephanie Gerdes BOARD MEMBER 1.00 X 0 0 0 William A Higbie President/CEO 40.00 X 116423 0 11940 BRENDA Sheetz Vice President 40.00 X 92050 0 12713 BARBARA YOUNG President Emeritus 40.00 X 142700 0 4281 351173 0 28934 2 0 0 0 0 2962991 259261 2962991 1277471 1277471 3714400 3706491 295 7909 -295 7614 7614 253576 68494 185082 185082 4433158 0 0 1470167 2474844 2474844 43251 43251 380108 133037 129237 117834 168960 59136 57446 52378 1699 594 578 527 6456 2260 2195 2001 37757 13215 12837 11705 10786 5393 5393 32500 16250 16250 133516 133516 114115 57058 57057 51318 51318 56550 16475 17744 22331 73149 24871 24139 24139 46167 15697 15235 15235 5353 1767 1820 1766 897 296 296 305 100497 34169 33164 33164 6101 6101 special events 86114 86114 Program Expenses 36191 36191 MISC 10006 10006 DUES AND SUBSCRIPTIONS 3106 1864 1242 3879441 2953128 391363 534950 3058602 2263249 801400 1029172 90953 0 2394 290 2901683 156803 1817170 2744880 38502137 41879064 1082993 1100580 45355649 49017235 347568 0 123493 191736 11033454 11899925 0 240000 154204 143505 11658719 12475166 X 2063332 2016066 31633598 34526003 33696930 36542069 45355649 49017235 X 553717 3156798 -865376 X X 0 1 X 1 0 X 1256708 5635051 6013618 5991615 2993466 21890458 1256708 5635051 6013618 5991615 2993466 21890458 4399559 17490899 589318 566267 1601178 1536922 1277471 5571156 90704 253576 344280 27805894 0.62900 0.61770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69 443908 1382566 4700443 1 1 0 1 42292235 2839195 4276975 2518095 553516 369692 45967102 40813253 5570898 -1337171 2033998 720747 42292235 28067698 14235667 1161833 2293407 358538 40813253 22779398 3857476 3273879 1609119 233936 28067698 21696863 653062 2134983 1492135 213375 22779398 0.03000 0.97000 0 0 2640471 74827 2565644 261212 81976 179236 2744880 GIFT ANNUITIES PAYABLE 140905 LIABILITY UNDER CHARITABLE REMAINDER TRUSTS 2600 143505 X Part V, Line 4: THE COMMUNITY FOUNDATION HOLDS AND ADMINISTERS THE ENDOWMENT FUND, AND ALL CONTRIBUTIONS AND ASSETS ALLOCABLE TO THE FUND, SUBJECT TO THE PROVISIONS OF APPLICABLE LAW AND THE COMMUNITY FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS, AS AMENDED FROM TIME TO TIME. THE BOARD OVERSEE'S AND DISTRIBUTES FROM THE FUND AND HAS ALL POWERS OF MODIFICATION AND REMOVAL SPECIFIED IN THE UNITED STATES TREASURY REGULATION. Part X, Line 2: Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Organization and recognize a tax liability if the Organization 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 Organization, and has concluded that as of December 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the accompanying consolidated financial statements. The Organization 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 organization is required to file Federal Form 990 Return of Organization Exempt from Income Tax which is an informational return only. Cheers to 20 Years 218000 218000 3368 41561 valparaiso mayors ball 35576 35576 5988 17577 253576 253576 9356 59138 68494 185082 1 All Faiths Food Bank 8171 Blaikie Court Sarasota FL 342408321 650481674 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Apostolic Christian Church 119 Vermont Street La Crosse IN 46348 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Attention Homes 1443 Spruce Street Boulder CO 80302 840571145 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Boulder Community Hospital Foundation P O Box 9019 Boulder CO 803019019 840772664 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Boulder Rotary Club Foundation P O Box 743 Boulder CO 80306 841234841 501(C)(3) 7000 to assist the organization in furthering its exempt purpose Boys & Girls Clubs of Porter County 354 Jefferson Street Valparaiso IN 46384 351262439 501(C)(3) 45135 to assist the organization in furthering its exempt purpose Catholic Charities of the Diocese of Gary In 940 Broadway Gary IN 46402 351122204 501(C)(3) 9300 to assist the organization in furthering its exempt purpose Center of Workforce Innovations 2804 Boilermaker Court Valparaiso IN 46383 352099782 501(C)(3) 9207 to assist the organization in furthering its exempt purpose Challenger Learning Center of Northwest Indiana Inc 2300 173rd Street Hammond IN 46323 351995603 501(C)(3) 7910 to assist the organization in furthering its exempt purpose Covenant Life Church 8490 McIntosh Road Sarasota FL 34238 501(C)(3) 18000 to assist the organization in furthering its exempt purpose Crisis Center Inc 101 N Montgomery Street Gary IN 46403 351324480 501(C)(3) 48342 to assist the organization in furthering its exempt purpose Crossroads Fund 3411 W Diversey Avenue 20 Chicago IL 60647 363092907 501(C)(3) 50500 to assist the organization in furthering its exempt purpose Cru 100 Lake Hart Drive Orlando FL 32832 956006173 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Denton Bible Church 2300 E University Drive Denton TX 76209 751607582 501(C)(3) 6000 to assist the organization in furthering its exempt purpose Duneland Family YMCA 215 Roosevelt Street Chesterton IN 46304 351404559 501(C)(3) 16673 to assist the organization in furthering its exempt purpose Fairview High School 1515 Greenbriar Blvd Boulder CO 80305 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Family & Youth Services Bureau 253 W Lincolnway Valparaiso IN 46383 351350178 501(C)(3) 11225 to assist the organization in furthering its exempt purpose Family House Inc P O Box 2000 Valparaiso IN 46384 351511473 501(C)(3) 25000 to assist the organization in furthering its exempt purpose First Presbyterian Church 3401 N Valparaiso Street Valparaiso IN 46383 501(C)(3) 12918 to assist the organization in furthering its exempt purpose Frontline Foundations Inc 1008 Broadway Chesterton IN 46304 260446134 501(C)(3) 17504 to assist the organization in furthering its exempt purpose Gabriel's Horn P O Box 943 Portage IN 46368 320075800 501(C)(3) 10000 to assist the organization in furthering its exempt purpose HealthLinc Inc 2401 Valley Drive Valparaiso IN 46383 352147791 501(C)(3) 8154 to assist the organization in furthering its exempt purpose Hilltop Neighborhood House 460 South College Avenue Valparaiso IN 46383 351971819 501(C)(3) 14640 to assist the organization in furthering its exempt purpose Housing Opportunities Inc 2001 Calumet Valparaiso IN 46383 351965214 501(C)(3) 53457 to assist the organization in furthering its exempt purpose Humane Society Calumet Area Inc 8149 Kennedy Ave Highland IN 46322 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Immanuel Lutheran Church 1700 Monticello Park Drive Valparaiso IN 46383 501(C)(3) 23500 to assist the organization in furthering its exempt purpose Independent Cat Society P O Box 735 Westville IN 46391 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Indiana Dunes Environmental Learning Center 700 Howe Road Chesterton IN 46304 352031658 501(C)(3) 10000 to assist the organization in furthering its exempt purpose International Students International P O Box C Colorado Springs CO 80901 204756457 501(C)(3) 7200 to assist the organization in furthering its exempt purpose Ivy Tech Foundation 50 W Fall Creek Parkway North Drive Drive Indianapolis IN 46208 237073977 501(C)(3) 102545 to assist the organization in furthering its exempt purpose Kosciusko County Community Foundation 102 E Market Street Warsaw IN 46580 356086777 501(C)(3) 6000 to assist the organization in furthering its exempt purpose Kouts Volunteer Fire Department Inc P O Box 325 Kouts IN 46347 501(C)(3) 7711 to assist the organization in furthering its exempt purpose Lakeshore PAWS 4611 Evans Valparaiso IN 46383 451658156 501(C)(3) 12000 to assist the organization in furthering its exempt purpose Latin American Ministry Partners 522 S Edmonds Lane Suite 103 Lewisville TX 75067 270257798 501(C)(3) 15000 to assist the organization in furthering its exempt purpose Legacy Foundation Inc 1000 East 80th Place Ste 402N Merrillville IN 46410 351872803 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Marketplace Ministries 2001 W Plano Parkway Plano TX 750758646 751977793 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Memorial Opera House Foundation 104 Indiana Avenue Valparaiso IN 46383 351861719 501(C)(3) 23750 to assist the organization in furthering its exempt purpose Neighbors Educational Opportunities Inc 5391 Central Ave Portage IN 46368 450697456 501(C)(3) 12500 to assist the organization in furthering its exempt purpose New Creation Business Advocates 653 Axe Avenue Valparaiso IN 46383 262727532 501(C)(3) 10000 to assist the organization in furthering its exempt purpose North Coast Cultural Ass PO Box 2281 Chesterton IN 46304 351814461 501(C)(3) 5063 to assist the organization in furthering its exempt purpose Northwest Indiana Excellence in Theatre Found P O Box 503 Crown Point IN 46308 351860984 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Northwest Indiana Symphony Orchestra 1040 Ridge Road Munster IN 46321 351359750 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Opportunity Enterprises Inc 2801 Evans Avenue Valparaiso IN 46383 351136833 501(C)(3) 70406 to assist the organization in furthering its exempt purpose Pines Village Retirement Communities 3303 Pines Village Circle Valparaiso IN 46383 311118091 501(C)(3) 23700 to assist the organization in furthering its exempt purpose Portage High School Dollars for Scholars 6450 U S Highway 6 Portage IN 46368 501(C)(3) 23192 to assist the organization in furthering its exempt purpose Portage Resale Shop Inc 6450 Evergreen Ave Portage IN 46368 364542825 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Portage Township YMCA 3100 Willowcreek Road Portage IN 46368 351404478 501(C)(3) 11000 to assist the organization in furthering its exempt purpose Porter County Association for Handicapped Children 53 E Engel Drive Valparaiso IN 46383 237422242 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Porter County Museum Foundation Corporation 153 S Franklin Street Valparaiso IN 46383 272884194 501(C)(3) 14000 to assist the organization in furthering its exempt purpose Porter County Parks Foundation P O Box 428 Valparaiso IN 46384 351602548 501(C)(3) 5710 to assist the organization in furthering its exempt purpose Porter-Starke Services Inc 601 Wall Street Valparaiso IN 46383 351330771 501(C)(3) 6665 to assist the organization in furthering its exempt purpose Railroad Twp San Pierre Alumni P O Box 96 San Pierre IN 46374 461120485 501(C)(3) 7500 to assist the organization in furthering its exempt purpose Rebuilding Together - Duneland P O Box 644 Chesterton IN 46304 352006299 501(C)(3) 12973 to assist the organization in furthering its exempt purpose Rebuilding Together Portage P O Box 2511 Portage IN 46368 352030513 501(C)(3) 6000 to assist the organization in furthering its exempt purpose Recycling and Waste Reduction District of Porter County 155 Indiana Ave Suite 314 Valparaiso IN 46383 Government 11100 to assist the organization in furthering its exempt purpose Reins of Life 55200 Quince Road South Bend IN 46619 310945572 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Salvation Army of Porter County P O Box 828 Portage IN 46368 135562351 501(C)(3) 13543 to assist the organization in furthering its exempt purpose Samaritan's Purse International Relief P O Box 3000 Boone NC 28607 581437002 501(C)(3) 10000 to assist the organization in furthering its exempt purpose Share Foundation P O Box 400 Rolling Prairie IN 46371 453824164 501(C)(3) 661014 to assist the organization in furthering its exempt purpose Shirley Heinze Land Trust Inc 109 West 700 North Valparaiso IN 46385 352153969 501(C)(3) 15712 to assist the organization in furthering its exempt purpose St Agnes Adult Day Service Center 1859 Harrison Blvd Valparaiso IN 46385 352016060 501(C)(3) 10000 to assist the organization in furthering its exempt purpose St Patrick's Catholic Church 10815 N 84th Street Scottsdale AZ 85260 501(C)(3) 5000 to assist the organization in furthering its exempt purpose St Paul Catholic School 1755 W Harrison Street Valparaiso IN 46385 School 5925 to assist the organization in furthering its exempt purpose Stillpoint House of Prayer Inc 1608 14th Street West Bradenton FL 34205 650850895 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Taltree Arboretum & Gardens Foundation 71 North 500 West Valparaiso IN 46385 352032442 501(C)(3) 10850 to assist the organization in furthering its exempt purpose The Caring Place Inc 607 Bullseye Lake Road Valparaiso IN 46383 310944075 501(C)(3) 27597 to assist the organization in furthering its exempt purpose The Public Education Foundation of Valparaiso IN 3801 N Campbell Street Valparaiso IN 46385 208926696 501(C)(3) 11332 to assist the organization in furthering its exempt purpose Town of Highland Shared Ethics Advisory Committee 3333 Ridge Road Highland IN 46323 Government 10000 to assist the organization in furthering its exempt purpose Town of Ogden Dunes 115 Hillcrest Road Portage IN 46368 Government 5541 to assist the organization in furthering its exempt purpose TradeWinds Rehabilitation Center Inc 3198 East 83rd Place Merrillville IN 46410 351139485 501(C)(3) 75562 to assist the organization in furthering its exempt purpose Trinity Lutheran Church 201 N Washington Street Valparaiso IN 46383 351120575 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Turning Points 701 17th Ave W Bradenton FL 34205 593340921 501(C)(3) 12500 to assist the organization in furthering its exempt purpose United Way of Porter County Inc 951 Eastport Centre Drive Valparaiso IN 46384 356006484 501(C)(3) 96284 to assist the organization in furthering its exempt purpose University of Colorado Foundation 301 UCB Boulder CO 803090301 846049811 501(C)(3) 7000 to assist the organization in furthering its exempt purpose Valparaiso Community Festivals and Events 150 W Lincolnway Suite 1006 Valparaiso IN 46383 351641452 501(C)(3) 21275 to assist the organization in furthering its exempt purpose Valparaiso Family YMCA 1201 Cumberland Crossing Drive Valparaiso IN 46383 350876401 501(C)(3) 11326 to assist the organization in furthering its exempt purpose Valparaiso High School 2727 N Campbell Valparaiso IN 46385 356006494 501(C)(3) 5000 to assist the organization in furthering its exempt purpose Valparaiso Parks and Recreation Foundation 3210 Campbell Valparaiso IN 46383 351756907 501(C)(3) 11096 to assist the organization in furthering its exempt purpose Valparaiso University Kretzmann Hall Valparaiso IN 46383 350868125 501(C)(3) 282889 to assist the organization in furthering its exempt purpose Visiting Nurse Association Foundation Inc 2401 Valley Drive Valparaiso IN 46383 351655711 501(C)(3) 62876 to assist the organization in furthering its exempt purpose Worldview Studies Center Inc 19 Wellington Oaks Circle Denton TX 76210 274373211 501(C)(3) 15000 to assist the organization in furthering its exempt purpose 81 0 SCHOLARSHIPS 39 43251 Part I, Line 2: Grant applications are accepted and reviewed by the Foundation TWICE each year. The Grant Committee meets to make recommendations to the Board on the grants to be approved. Once reviewed and approved by the Board, notification letters and grant agreements are mailed to each recipient. Recipients are required to sign the grant agreement and return it to the Foundation. Annual reports on the use of the funds must be filed with the Foundation until all grant funds are expended. X 13 259261 FMV 0 0 0 Form 990, Part VI, Section A, line 2 The below all have business relationships: Ralph Neff and Andy Arnold Laura Campbell and Stephanie Gerdes John Hannon and Gregg Sobkowski Jon Leetz and Stephanie Gerdes Barb Young and Stephanie Gerdes Carol Hall and Spero Valavanis Kent Mishler and Spero Valavanis Doug Olson and Kent Mishler Ralph Neff and Laura Campbell Gregg Sobkowski and Doug Olson Form 990, Part VI, Section B, line 11b An electronic version of the Form 990 is distributed to each Board member and reviewed by the Audit Committee and at the Board of Directors meeting. Form 990, Part VI, Section B, line 12c A summary of the conflicts listed by each Board member is distributed to the Governance Committee for discussion. Form 990, Part VI, Section B, line 15 EACH BOARD MEMBER IS GIVEN AN EVALUATION FORM FOR THE PRESIDENT AND ASKED TO COMPLETE IT AND RETURN TO THE CHAIR OF THE BOARD OF DIRECTORS. THE CHAIR SUMMARIZES ALL THE INFORMATION CONTAINED IN THE EVALUATIONS. AN EXECUTIVE COMMITTEE MEETING IS HELD. THEY REVIEW THE EVALUATION RESULTS, COMPARABLE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA PHILANTHROPY ALLIANCE TAKING INTO CONSIDERATION THE ASSET SIZE OF THE FOUNDATION AND OUR GEOGRAPHIC LOCATION. A RECOMMENDATION FROM THE COMMITTEE IS PRESENTED TO THE BOARD FOR APPROVAL. A WRITTEN POLICY HAS BEEN APPROVED BY THE BOARD. THE PRESIDENT COMPLETES AN EVALUATION ON EACH STAFF MEMBER. HE REVIEWS THE EVALUATION WITH THE STAFF MEMBER. THE PRESIDENT AND CHAIR REVIEW THE SALARY INFORMATION FROM THE COUNCIL ON FOUNDATIONS AND INDIANA GRANTMAKERS ALLIANCE IN THE SAME MANNER AS THE REVIEW OF THE PRESIDENT'S SALARY. Form 990, Part VI, Section C, line 19 The financial statements are publicized in the annual report and on the website. Other documents are available upon request. Form 990, Part XI, line 9: SFAS 136 Adjustment -866,471. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 1,095. form 990, part xii, line 2c THE PROCEDURES THAT THE AUDIT COMMITTEE TAKES ANNUALLY DID NOT CHANGE IN THE CURRENT YEAR. EMPOWER PORTER COUNTY LLC 1401 Calumet Avenue VALPARAISO IN 46383 461675448 UNITE THE COMMUNITY TO PREVENT AND REDUCE SUBSTANCE ABUSE IN 130508 377779 PORTER COUNTY COMMUNITY FOUNDATION INC The Discovery Alliance 1401 Calumet Avenue Valparaiso IN 46383 352112155 Supporting Organization IN 501(c)(3) 11 a (type I) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0