2016-05-09T09:03:55-05:00 2015-06-30 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2014-07-01 310901001 INDEPENDENT COLLEGES OF INDIANA INC % INDEPENDENT COLLEGES OF IN I INDE 3172366084 30 SOUTH MERIDIAN STREET SUITE 800 INDIANAPOLIS IN 46204 RICHARD L LUDWICK PRESIDENT 3172366084 2016-05-15 true NICOLE B FISHBACK P01279475 3173834000 2015-05-15 2014 2016-08-17 19:52:53Z RICHARD L LUDWICK 30 S MERIDIAN STREET INDIANAPOLIS IN 46204 34972183 false X N/A X 1972 IN FURTHER INDEPENDENT HIGHER EDUCATION. ATTACHMENT 1 44 43 14 0 0 21810751 23368066 328543 369896 356628 675623 0 0 22495922 24413585 16508724 16078384 603517 568708 1278873 1258665 0 0 408179 610386 977114 19001500 18882871 3494422 5530714 71582011 76809911 331792 228115 71250219 76581796 X THE INDEPENDENT COLLEGES OF INDIANA (ICI) DEVELOPS AND ENHANCES THE COMPETITIVE STANDING OF ITS 31 MEMBER INDEPENDENT, NONPROFIT, REGIONALLY-ACCREDITED, DEGREE-GRANTING COLLEGES AND UNIVERSITIES AND STRIVES TO ASSURE OPPORTUNITY AND CHOICE IN HIGHER EDUCATION FOR ALL STUDENTS. THE MAIN PURPOSES AND ACTIVITIES OF ICI ARE: *TO ASSIST MEMBER INSTITUTIONS WITH INFORMATION, STAFF EXPERTISE AND OTHER APPROPRIATE RESOURCES, INCLUDING THE ADMINISTRATION OF GRANTS FOR THE COLLECTIVE BENEFIT OF MEMBER COLLEGES; *TO PROVIDE COLLECTIVE INFORMATION ABOUT INDEPENDENT HIGHER EDUCATION IN INDIANA TO PUBLIC AND PRIVATE BODIES AS APPROPRIATE; *TO REPRESENT THE INTERESTS OF THE INDEPENDENT COLLEGE SECTOR TO THE MEDIA, THE GENERAL PUBLIC AND OTHER AUDIENCES; *TO NEGOTIATE OR PROVIDE A VARIETY OF COLLECTIVE SERVICES FOR MEMBER INSTITUTIONS IN AN EFFORT TO REALIZE EFFICIENCIES OF SCALE TO REDUCE COSTS; *TO COLLECT, ANALYZE, INTERPRET, AND PROVIDE BASIC INFORMATION ABOUT THE MEMBER COLLEGES INDIVIDUALLY AND false false 1128599 361221 TO ADVANCE THE CAUSE OF AND SUPPORT INDEPENDENT HIGHER EDUCATION IN INDIANA FOR 31 MEMBER COLLEGES THROUGH FUNDRAISING, MEETINGS TO DISCUSS COMMON ISSUES, CARRYING ON BASIC RESEARCH, AND OTHER INCIDENTAL ACTIVITIES. 16651262 16078374 8675 THE LILLY ENDOWMENT COMMUNITY SCHOLARSHIP PROGRAM (LECSP) HELPS TO RAISE THE LEVEL OF EDUCATIONAL ATTAINMENT IN INDIANA AND TO LEVERAGE FURTHER THE ABILITY OF INDIANA'S COMMUNITY FOUNDATIONS TO ENHANCE THE QUALITY OF LIFE OF THE STATE'S RESIDENTS BY AWARDING FULL-TUITION SCHOLARSHIPS TO STUDENTS FROM EACH COUNTY IN INDIANA. THESE SCHOLARSHIPS ARE AWARDED THROUGH AND ADMINISTERED BY THE NETWORK OF COMMUNITY FOUNDATIONS THROUGHOUT THE STATE. OVER 30 COLLEGES AND UNIVERSITIES IN INDIANA WERE SERVED. 22561 INDIANA ACADEMY PROGRAM FURTHERS THE DEVELOPMENT OF BUSINESS, PUBLIC SERVICE, HIGHER EDUCATION, THE ARTS AND SCIENCES, LITERATURE, AND THE GENERAL CULTURE OF THE STATE THROUGH RECOGNITION OF INDIVIDUAL LEADERSHIP, ACHIEVEMENT, AND PHILANTHROPY DESIGNED TO PROMOTE THESE ENDS. STEM TEACH INDIANA IS A GRANT FROM THE STATE OF INDIANA THAT WORKS TO RAISE THE KNOWLEDGE BASE OF STEM (SCIENCE, TECHNOLOGY, ENGINEERING & MATH) TEACHERS IN THE K-12 SCHOOLS ACROSS INDIANA. ICI MEMBER CAMPUSES PROVIDE TUITION FREE COURSES AND WORKSHOPS TO FURTHER EDUCATE TEACHERS ON STEM CONTENT AND INSTRUCTIONAL METHODS. 17802422 true true false true false false false false true true false false false false false false true false false false false false false false false false true true true false false false false false false false false false false false false true true false false false true 21 0 true 14 true false false false false false false false false false false X 44 43 false false true false false false false true true false false false true true true true true true true false IN X INDEPENDENT COLLEGES OF IN I 3172366090 30 SOUTH MERIDIAN STREET SUITE 800 INDIANAPOLIS IN 46204 X DR DAVID DAWSON DIRECTOR 1.0 40.0 X 0 309518 117942 DR JAMES MOSELEY DIRECTOR 1.0 40.0 X 0 556947 115246 DR JAMES BRENNEMAN DIRECTOR 1.0 40.0 X 0 155730 26775 DR BILL KATIP DIRECTOR 1.0 40.0 X 0 200538 42193 DR SUE DEWINE DIRECTOR 1.0 40.0 X 0 295944 32340 BRO JOHN PAIGE CSC DIRECTOR 1.0 40.0 X 0 0 9922 DR SHERILY EMBERTON DIRECTOR 1.0 40.0 X 0 185750 61880 DR ARTHUR E SNYDER DIRECTOR 1.0 40.0 X 0 427265 80025 DR DAVID WRIGHT DIRECTOR 1.0 40.0 X 0 242987 82264 DR DAVE MCFADDEN DIRECTOR 1.0 40.0 X 0 248104 47854 DR DANIEL ELSENER DIRECTOR 1.0 40.0 X 0 495052 200905 DR EUGENE WHITE DIRECTOR 1.0 40.0 X 0 176000 0 DR RAY G BARBER DIRECTOR 1.0 40.0 X 0 403379 37579 DR JAMES CONWELL DIRECTOR 1.0 40.0 X 0 465312 64702 DR ROBERT PASTOOR DIRECTOR 1.0 40.0 X 0 0 0 DR DOTTIE KING DIRECTOR 1.0 40.0 X 0 174829 46241 DR CAROL ANN MOONEY DIRECTOR 1.0 40.0 X 0 275922 43514 DR EUGENE HABECKER DIRECTOR 1.0 40.0 X 0 232704 53918 DR EARL D BROOKS II DIRECTOR 1.0 40.0 X 0 518830 81117 DR THOMAS A KAZEE DIRECTOR 1.0 40.0 X 0 329111 95611 DR ROBERT L MANUAL DIRECTOR 1.0 40.0 X 0 346428 43700 FR JOHN JENKINS CSC DIRECTOR 1.0 40.0 X 0 749012 256536 SR M ELISE KRISS OSF CHAIR 1.0 40.0 X X 0 0 0 DR MARK A HECKLER VICE CHAIR 1.0 40.0 X X 0 383317 48206 DR GREGG HESS DIRECTOR 1.0 40.0 X 0 488234 72026 MR JAMES SEMLER DIRECTOR 1.0 0.0 X 0 0 0 DR RICHARD LUDWICK PRESIDENT 40.0 0.0 X X 236310 0 35914 MR JIM BANKS DIRECTOR 1.0 0.0 X 0 0 0 MR B PATRICK BAUER DIRECTOR 1.0 0.0 X 0 0 0 MR JOHN BRODEN DIRECTOR 1.0 0.0 X 0 0 0 MR EDWARD CHARBONNEAU DIRECTOR 1.0 0.0 X 0 0 0 MR WILLIAM C FRIEND DIRECTOR 1.0 0.0 X 0 0 0 MR TIMOTHY S LANANE DIRECTOR 1.0 0.0 X 0 0 0 MR GREGORY PORTER DIRECTOR 1.0 0.0 X 0 0 0 MR TIM BROWN DIRECTOR 1.0 0.0 X 0 0 0 MR JOHN KINMAN DIRECTOR 1.0 0.0 X 0 0 0 MR MORRIS MILLS director 1.0 0.0 X 0 0 0 MR CHRISTOPHER J MURPHY III DIRECTOR 1.0 0.0 X 0 0 0 DR JAMES EDWARDS DIRECTOR 1.0 40.0 X 0 190117 51900 DR KENNETH ZIRKLE DIRECTOR 1.0 40.0 X 0 0 0 DRGREGG CHENOWETH DIRECTOR 1.0 40.0 X 0 195129 68839 MR JAMES M DANKO DIRECTOR 1.0 40.0 X 0 475869 54259 DR DANIEL LOWERY DIRECTOR 1.0 40.0 X 0 168560 18311 DR BRIAN W CASEY DIRECTOR 1.0 40.0 X 0 559291 113849 LAURA BRIDGES DIRECTOR OF FINANCE 40.0 0.0 X 84261 0 20243 MARY ELLEN HAMER VICE PRESIDENT 40.0 0.0 X 117290 0 24007 JERRY ALBERTS exec. director of advancement 40.0 0.0 X 109297 0 23097 ROBERT HODGE Executive Director 40.0 0.0 X 101491 0 22224 648649 9249879 2093139 4 false true false 0 1198920 22169146 23368066 C.S.I INCOME 611710 361221 361221 OTHER INCOME 611710 8675 8675 369896 592779 592779 0 0 0 0 0 10641442 10558598 82844 82844 82844 0 0 0 0 24413585 369896 675623 923000 923000 15155384 15155384 0 568708 568708 442730 221365 132819 88546 0 551220 275610 165366 110244 75308 37654 22592 15062 123008 61504 36902 24602 66399 33200 19920 13279 67135 33568 20140 13427 35667 17834 10700 7133 35927 17964 10778 7185 64061 29531 20718 13812 0 60000 60000 82980 41490 24894 16596 14481 7241 4344 2896 122829 61414 36849 24566 0 0 119963 59982 35989 23992 90220 45110 27066 18044 0 0 0 0 32666 16333 9800 6533 14689 7345 4406 2938 MISCELLANEOUS EXPENSE 96622 48311 28987 19324 BLUE FRONTIER EXPENSES 139874 139874 18882871 17802422 672270 408179 100 84 17716406 35056650 1500082 250000 0 0 0 0 0 0 0 0 0 0 69469 21039 386742 101000 75984 285742 52219970 41196396 0 0 0 0 0 0 0 0 71582011 76809911 331792 228115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 331792 228115 X 3193072 3886811 67937379 72575217 119768 119768 71250219 76581796 71582011 76809911 5530714 -199137 X false true X true false X X 31 ANCILLA COLLEGE 356071917 2 true 5846 0 ANDERSON UNIVERSITY 350867954 2 true 5846 0 BETHEL COLLEGE 350935587 2 true 11077 0 BUTLER UNIVERSITY 350867977 2 true 5846 0 CALUMET COLLEGE OF ST JOSEPH 351087173 2 true 7772 0 DEPAUW UNIVERSITY 350869045 2 true 59965 0 EARLHAM COLLEGE 350868073 2 true 50388 0 FRANKLIN COLLEGE 350868086 2 true 8635 0 GOSHEN COLLEGE 352158366 2 true 20588 0 GRACE COLLEGE 350868095 2 true 6146 0 HANOVER COLLEGE 350868096 2 true 7958 0 HOLY CROSS COLLEGE 351148835 2 true 5846 0 HUNTINGTON UNIVERSITY 350868101 2 true 7130 0 INDIANA INSTITUTE OF TECHNOLOGY 350845258 2 true 6346 0 INDIANA WESLEYAN UNIVERSITY 350885591 2 true 6846 0 MANCHESTER UNIVERSITY 350868127 2 true 5846 0 MARIAN UNIVERSITY 350868175 2 true 30520 0 MARTIN UNIVERSITY 310970262 2 true 5846 0 OAKLAND CITY UNIVERSITY 350869093 2 true 5846 0 ROSE-HULMAN INSTITUTE OF TECHNOLOGY 350868149 2 true 54634 0 SAINT JOSEPH'S COLLEGE 350868152 2 true 5846 0 SAINT MARY-OF-THE-WOODS COLLEGE 351065063 2 true 5846 0 SAINT MARY'S COLLEGE 350868158 2 true 20156 0 TAYLOR UNIVERSITY 350868181 2 true 28902 0 TRINE UNIVERSITY 350715530 2 true 9846 0 UNIVERSITY OF EVANSVILLE 350868074 2 true 8346 0 UNIVERSITY OF INDIANAPOLIS 350868107 2 true 5911 0 UNIVERSITY OF NOTRE DAME 350868188 2 true 5846 0 UNIVERSITY OF SAINT FRANCIS 350886846 2 true 46400 0 VALPARAISO UNIVERSITY 350868125 2 true 57976 0 WABASH COLLEGE 350868202 2 true 54706 0 31 568708 true false false false false false false false false false false false false false false false false SCHEDULE A, PART IV, SECTION B, LINE 1 POWER TO ELECT A MAJORITY OF THE ORGANIZATION'S DIRECTORS: THE PRESIDENT OF EACH SUPPORTED ORGANIZATION IS A DIRECTOR OF THE BOARD OF ICI. THE SUPPORTED ORGANIZATIONS HOLD A TOTAL OF 31 BOARD POSITIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 64610 false false 64610 false false SCHEDULE C, PART II-B, LINE 1G ICI HAS HIRED BARNES AND THORNBURG TO ASSIST IN DEVELOPING EFFECTIVE LEGISLATIVE STRATEGIES, MONITORING LEGISLATION RELATIVE TO ICI'S INTERESTS, DRAFTING OF LEGISLATION AS REQUIRED, AND ASSISTING WITH PREPARATION OF ALL FILINGS TO BE IN COMPLIANCE WITH LOBBYING LAWS. 1196568 36065 423 1232210 119767 1002664 74137 1196568 123767 4000 119767 123767 123767 123764 3 123767 0.83424 0.09720 0.06857 false false 190045 9502 180543 196697 91498 105199 0 285742 23645740 -199137 -199137 23844877 568708 568708 24413585 18314163 18314163 568708 568708 18882871 SCHEDULE D, PART V, LINE 1B AND 1C THE AMOUNTS FOR CONTRIBUTIONS AND INVESTMENT EARNINGS RECEIVED BY THE ENDOWMENT HAVE BEEN RESTATED FOR THE PRIOR YEAR, TO ACUTELY REFLECT ADDITIONAL FUNDS THAT HAVE BEEN DETERMINED TO BE INCLUDED IN THE ENDOWMENT. SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUND IS USED TO SUPPORT SCHOLARSHIPS AND GENERAL OPERATION. SCHEDULE D, PART X, LINE 2 FIN 48 DISCLOSURE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B RECONCILIATION OF REVENUE PER AUDITED FINANCIAL STATEMENTS AMOUNTS DISTRIBUTED TO MEMBER COLLEGES: $568,708. SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES PER AUDITED FINANCIAL STATEMENTS AMOUNTS DISTRIBUTED TO MEMBER COLLEGES: $568,708. true Adams County Community FDN Inc 102 N 2nd St Decatur IN 46733 351834664 501(C )(3) 6500 GENERAL SUPPORT Benton Community Foundation P O Box 351 Fowler IN 47944 260074023 501(C )(3) 6500 GENERAL SUPPORT Blackford County Community FDN P O Box 327 Hartford City IN 47348 351792844 501(C )(3) 6500 GENERAL SUPPORT Blue River Foundation Inc P O Box 808 Shelbyville IN 46176 351756331 501(C )(3) 6500 GENERAL SUPPORT Brown County Community FDN P O Box 191 Nashville IN 47448 351960379 501(C )(3) 6500 GENERAL SUPPORT Cass County Community Foundation P O Box 411 Logansport IN 46947 352125727 501(C )(3) 6500 GENERAL SUPPORT Central Indiana Community Foundation 615 N Alabama St Indianapolis IN 46204 351793680 501(C )(3) 84500 GENERAL SUPPORT Community Foundation Alliance 5000 E VIRGINIA AVE Evansville IN 47715 351830262 501(C )(3) 78000 GENERAL SUPPORT Comty FDN of Blmngton&Monroe County 101 W Kirkwood Ave Bloomington IN 47404 351811149 501(C )(3) 13000 GENERAL SUPPORT Community FDN of Boone County Inc P O Box 92 Zionsville IN 46077 351829585 501(C )(3) 13000 GENERAL SUPPORT Community FDN of Crawford County P O Box 205 Milltown IN 47145 200864966 501(C )(3) 6500 GENERAL SUPPORT Community Foundation of Grant County 505 W Third St Marion IN 46952 311117791 501(C )(3) 13000 GENERAL SUPPORT Community FDN of Greater Ft Wayne 555 E Wayne St Ft Wayne IN 46802 351119450 501(C )(3) 32500 GENERAL SUPPORT Community FDN of Howard County Inc 215 W Sycamore St Kokomo IN 46901 351844891 501(C )(3) 26000 GENERAL SUPPORT Community FDN of Jackson County Inc P O Box 1231 Seymour IN 47274 311119856 501(C )(3) 6500 GENERAL SUPPORT Commty FDN of Madison&Jefferson Cnty P O Box 306 Madison IN 47250 351847297 501(C )(3) 6500 GENERAL SUPPORT Community Foundation of Morgan County 250 N Monroe st Mooresville IN 46158 351956929 501(C )(3) 13000 GENERAL SUPPORT Community FDN of Muncie&Delaware Cnty P O Box 807 Muncie IN 47308 351640051 501(C )(3) 13000 GENERAL SUPPORT Community FDN of Randolph County 213 S Main St Winchester IN 47394 351903148 501(C )(3) 6500 GENERAL SUPPORT Community FDN of Southern Indiana Inc 4104 Charlestown Rd New Albany IN 47150 351827813 501(C )(3) 26000 GENERAL SUPPORT Community FDN of StJoseph CountyInc P O Box 837 South Bend IN 46624 237365930 501(C )(3) 26000 GENERAL SUPPORT Community Foundation of Wabash County P O Box 98 North Manchester IN 46962 356049016 501(C )(3) 6500 GENERAL SUPPORT Dearborn Community Foundation 322 Walnut St Lawrenceburg IN 47025 352036110 501(C )(3) 6500 GENERAL SUPPORT Decatur County Community FDN Inc P O Box 72 Greensburg IN 47240 351870979 501(C )(3) 6500 GENERAL SUPPORT DeKalb County Community FDN Inc P O Box 111 Auburn IN 46706 351992897 501(C )(3) 6500 GENERAL SUPPORT Duboiss County Community FDN Inc P O Box 269 Jasper IN 47547 351990305 501(C )(3) 6500 GENERAL SUPPORT Elkhart County Community Foundation P O Box 3932 Elkhart IN 46515 311255886 501(C )(3) 19500 GENERAL SUPPORT Fayette County Foundation P O Box 844 Connersville IN 47331 352232770 501(C )(3) 6500 GENERAL SUPPORT Franklin County Foundation 527 Main St Brookville IN 47012 352034336 501(C )(3) 6500 GENERAL SUPPORT Greater Lafayette Community Foundation 1114 Stete St Lafayette IN 47905 237147996 501(C )(3) 26000 GENERAL SUPPORT Greene County Foundation RR 2 Box 38X Bloomfield IN 47424 351815060 501(C )(3) 6500 GENERAL SUPPORT Hancock County Community Foundation 312 E Main St Greenfield IN 46140 351837729 501(C )(3) 13000 GENERAL SUPPORT Hendricks County Community Foundation 5055 E Main St Suite A Avon IN 46123 351878973 501(C )(3) 19500 GENERAL SUPPORT Henry County Community FDN Inc P O Box 6006 New Castle IN 47362 311170412 501(C )(3) 6500 GENERAL SUPPORT Heritage Fund of Bartholomew CntyInc P O Box 1547 Columbus IN 47202 352135816 501(C )(3) 13000 GENERAL SUPPORT Huntington County Community FDN Inc P O Box 5037 Huntington IN 46750 351838709 501(C )(3) 6500 GENERAL SUPPORT Jasper Foundation Inc P O Box 295 Rensselaer IN 47978 351842404 501(C )(3) 13000 GENERAL SUPPORT Jennings county Community FDN Inc 265 E Main St North Vernon IN 47265 351922885 501(C )(3) 6500 GENERAL SUPPORT Johnson County Community FDN Inc P O Box 217 Franklin IN 46131 351797437 501(C )(3) 13000 GENERAL SUPPORT Kosciusko County Community FDN Inc 102 E Market St Warsaw IN 46580 356086777 501(C )(3) 13000 GENERAL SUPPORT LaGrange County Community FDN Inc 109 E Central Ave 3 LaGrange IN 46761 351834679 501(C )(3) 6500 GENERAL SUPPORT Lawrence County community FDN Inc P O Box 1235 Bedford IN 47421 351889139 501(C )(3) 13000 GENERAL SUPPORT Legacy Foundation Inc 1000 E 80th Place Merrillville IN 46410 351872803 501(C )(3) 39000 GENERAL SUPPORT Madison County Community FDN Inc P O Box 1056 Anderson IN 46016 351859959 501(C )(3) 13000 GENERAL SUPPORT Marshall County Community FDN Inc P O Box 716 Plymouth IN 46563 351826870 501(C )(3) 6500 GENERAL SUPPORT Montgomery CNty Community FDN Inc P O Box 334 Crawfordsville IN 47933 351912317 501(C )(3) 6500 GENERAL SUPPORT Noble County Community FDN Inc 1599 Lincolnway South Ligonier IN 46767 351827247 501(C )(3) 6500 GENERAL SUPPORT Northern Indiana Community FDN Inc P O Box 807 Rochester IN 46975 351912317 501(C )(3) 19500 GENERAL SUPPORT Ohio County Community Foundation P O Box 170 Rising Sun IN 47040 352038531 501(C )(3) 6500 GENERAL SUPPORT Orange County Communty Foundation 112 W Water St Paoli IN 47454 352117084 501(C )(3) 6500 GENERAL SUPPORT Owen County Community Foundation Inc P O Box 5037 Spencer IN 47460 351934464 501(C )(3) 6500 GENERAL SUPPORT Parke County Community Foundation Inc P O Box 276 Rockville IN 47872 351881810 501(C )(3) 6500 GENERAL SUPPORT Porter County Community Foundation P O Box 302 Valparaiso IN 46384 352000788 501(C )(3) 19500 GENERAL SUPPORT Portland Foundation 112 E Main St Portland IN 47371 352019497 501(C )(3) 6500 GENERAL SUPPORT Pulaski County Community Foundation P O Box 407 Winamac IN 46996 352127564 501(C )(3) 6500 GENERAL SUPPORT Putnam County Foundation Inc P OBox 514 Greencastle IN 46135 311159916 501(C )(3) 6500 GENERAL SUPPORT Ripley County Community Foundation 132 S Main St Batesville IN 47006 352048001 501(C )(3) 6500 GENERAL SUPPORT Rush County Community Foundation Inc 117 N Main St Rushville IN 46173 351835950 501(C )(3) 6500 GENERAL SUPPORT Scott County Community Foundation P O Box 25 Scottsburg IN 47170 352041369 501(C )(3) 6500 GENERAL SUPPORT Steuben County Community FDN Inc 1701 N Wayne St Angola IN 46703 351857065 501(C )(3) 6500 GENERAL SUPPORT Switzerland County Community FDN P O Box 46 Vevay IN 47043 352087649 501(C )(3) 6500 GENERAL SUPPORT Tipton County Foundation Inc P O Box 412 Tipton IN 46072 351878973 501(C )(3) 6500 GENERAL SUPPORT Union County Foundation Inc 404 Eaton St Liberty IN 47353 351769294 501(C )(3) 6500 GENERAL SUPPORT Unity FDN of LaPorte County Inc P O Box 527 Michigan City IN 46361 351658674 501(C )(3) 13000 GENERAL SUPPORT Vermillion county Community FDNInc P O Box 532 Clinton IN 47842 351998550 501(C )(3) 6500 GENERAL SUPPORT Wabash Valley Community Foundation 2901 Ohio Blvd Terre Haute IN 47803 356019016 501(C )(3) 26000 GENERAL SUPPORT Warren County Community Foundation 31 N Monroe St Williamsport IN 47993 352070789 501(C )(3) 6500 GENERAL SUPPORT Washington County Community FDN Inc P O Box 5037 Salem IN 47167 351883377 501(C )(3) 6500 GENERAL SUPPORT Wayne County Indiana Foundation Inc 33 South 7th St Richmond IN 47374 351046033 501(C )(3) 13000 GENERAL SUPPORT Wells County Foundation Inc 109 N Scott St Bluffton IN 46714 356042815 501(C )(3) 6500 GENERAL SUPPORT Western Indiana Community FDN Inc P O Box 175 Covington IN 47932 351814927 501(C )(3) 6500 GENERAL SUPPORT Whitley County Community FDN Inc P O Box 527 Columbia City IN 46725 351860518 501(C )(3) 6500 GENERAL SUPPORT HARRISON COUNTY COMMUNITY FDN 1523 FOUNDATION WAY CORYDON IN 47112 351986569 501(C)(3) 6500 73 LILLY SCHOLARSHIP PROGRAM 142 14074959 UPS GRANT 31 75175 REALIZING THE DREAM 62 108500 OTHER SCHOLARSHIP 7 15750 BALL VENTURE SCHOLARSHIP 3 78000 SCHEDULE I, PART I, LINE 2 GRANTS ARE AWARDED TO EACH COMMUNITY FOUNDATION. EACH COMMUNITY FOUNDATION PROVIDES AN ANNUAL REPORT ON HOW THE GRANT WAS SPENT. THE GRANTS ARE USED TO ADMINISTER AND PROMOTE HIGHER EDUCATION IN EACH COUNTY. SCHEDULE I SUPPLEMENTAL GRANT INFORMATION: INDEPENDENT COLLEGES OF INDIANA, INC. ADMINISTERS A GRANT FROM LILLY ENDOWMENT INC. FOR SELECTED FIRST GENERATION INDIANA COLLEGE STUDENTS, ONE FROM EACH INDEPENDENT COLLEGE CAMPUS. GRANTS OF $2,500 EACH ARE MADE TO THESE STUDENTS WHO ARE THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. ADMINISTRATIVE EXPENSES ARE ALSO PAID OUT OF THE GRANT EXPENSE. TOTAL GRANT EXPENDITURES AND ADMINISTRATIVE EXPENSES FOR THE YEAR ENDED JUNE 30, 2015, AMOUNTED TO $133,159. INDEPENDENT COLLEGES OF INDIANA, INC. ADMINISTERS PROGRAM FUNDS FROM VARIOUS FUNDING SOURCES FOR VARIOUS EDUCATIONAL PURPOSES. THESE FUNDS ARE ADMINISTERED ACCORDING TO SPECIFIC GUIDELINES PROVIDED BY THE FUNDING SOURCES IN THE FUNDING AGREEMENTS ASSOCIATED WITH EACH PROGRAM. TOTAL PROGRAM FUNDS EXPENDED FOR THESE PROGRAMS FOR THE YEAR ENDED JUNE 30, 2015, AMOUNTED TO $168,925. THE LILLY ENDOWMENT COMMUNITY SCHOLARSHIP PROGRAM (LECSP) HELPS TO RAISE THE LEVEL OF EDUCATIONAL ATTAINMENT IN INDIANA AND TO LEVERAGE FURTHER THE ABILITY OF INDIANA'S COMMUNITY FOUNDATIONS TO ENHANCE THE QUALITY OF LIFE OF THE STATE'S RESIDENTS BY AWARDING FULL TUITION SCHOLARSHIPS TO STUDENTS FROM EACH COUNTY IN INDIANA. THESE SCHOLARSHIPS ARE AWARDED THROUGH AND ADMINISTERED BY THE NETWORK OF COMMUNITY FOUNDATIONS THROUGHOUT THE STATE. TOTAL GRANT & ADMINISTRATIVE EXPENSES FOR THE YEAR ENDED JUNE 30, 2015, AMOUNTED TO $15,645,604. X true true X X X X false false false false false false false false false DR DAVID DAWSON DIRECTOR 0 308785 0 0 0 733 0 42760 0 75182 0 427460 0 0 DR JAMES MOSELEY DIRECTOR 0 265014 0 270744 0 21189 0 76323 0 38923 0 672193 0 0 DR JAMES BRENNEMAN DIRECTOR 0 104513 0 0 0 51217 0 8271 0 18504 0 182505 0 0 DR BILL KATIP DIRECTOR 0 182142 0 18000 0 396 0 26501 0 15692 0 242731 0 0 DR SUE DEWINE DIRECTOR 0 295944 0 0 0 0 0 27533 0 4807 0 328284 0 0 DR SHERILY EMBERTON DIRECTOR 0 173416 0 0 0 12334 0 30097 0 31783 0 247630 0 0 DR ARTHUR E SNYDER DIRECTOR 0 296819 0 54282 0 76164 0 64530 0 15495 0 507290 0 0 DR DAVID WRIGHT DIRECTOR 0 242987 0 0 0 0 0 23525 0 58739 0 325251 0 0 DR DAVE MCFADDEN DIRECTOR 0 246314 0 0 0 1790 0 22729 0 25125 0 295958 0 0 DR DANIEL ELSENER DIRECTOR 0 398523 0 80000 0 16529 0 176200 0 24705 0 695957 0 0 DR EUGENE WHITE DIRECTOR 0 176000 0 0 0 0 0 0 0 0 0 176000 0 0 DR RAY G BARBER DIRECTOR 0 403379 0 0 0 0 0 23000 0 14579 0 440958 0 0 DR JAMES CONWELL DIRECTOR 0 465312 0 0 0 0 0 29583 0 35119 0 530014 0 0 DR DOTTIE KING DIRECTOR 0 174829 0 0 0 0 0 46241 0 0 0 221070 0 0 DR CAROL ANN MOONEY DIRECTOR 0 255446 0 0 0 20476 0 27518 0 15996 0 319436 0 0 DR EUGENE HABECKER DIRECTOR 0 227018 0 0 0 5686 0 27242 0 26676 0 286622 0 0 DR EARL D BROOKS II DIRECTOR 0 383973 0 75000 0 59857 0 74176 0 6941 0 599947 0 0 DR THOMAS A KAZEE DIRECTOR 0 289294 0 0 0 39817 0 78307 0 17304 0 424722 0 0 DR ROBERT L MANUAL DIRECTOR 0 343215 0 0 0 3213 0 20800 0 22900 0 390128 0 0 FR JOHN JENKINS CSC DIRECTOR 0 680812 0 0 0 68200 0 0 0 256536 0 1005548 0 0 DR MARK A HECKLER VICE CHAIR 0 369665 0 0 0 13652 0 19125 0 29081 0 431523 0 0 DR GREGG HESS DIRECTOR 0 488234 0 0 0 0 0 72026 0 0 0 560260 0 0 DR RICHARD LUDWICK PRESIDENT 236310 0 0 0 0 0 23631 0 12283 0 272224 0 0 0 DR JAMES EDWARDS DIRECTOR 0 167117 0 23000 0 0 0 18307 0 33593 0 242017 0 0 DRGREGG CHENOWETH DIRECTOR 0 190000 0 130 0 4999 0 19400 0 49439 0 263968 0 0 MR JAMES M DANKO DIRECTOR 0 465093 0 0 0 10776 0 43921 0 10338 0 530128 0 0 DR DANIEL LOWERY DIRECTOR 0 151700 0 16860 0 0 0 9822 0 8489 0 186871 0 0 DR BRIAN W CASEY DIRECTOR 0 360561 0 100000 0 98730 0 79480 0 34369 0 673140 0 0 SCHEDULE J, PART I, QUESTION 1A OTHER BENEFITS: SOCIAL CLUB DUES ARE PAID BY THE ORGANIZATION AND USED BY VARIOUS MEMBERS OF THE ORGANIZATION, INCLUDING OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES, TO HOST DONORS, MEET WITH KEY BUSINESS PARTNERS, ETC. EACH MEMBER OF THE ORGANIZATION USING THE CLUB SUBSTANTIATES BUSINESS USE BY PROVIDING EVIDENCE TO THE ORGANIZATION OF THE DATE AND BUSINESS PURPOSE OF THE MEETING. IT IS THE POLICY OF THE ORGANIZATION THAT THE CLUB MAY ONLY BE USED FOR BUSINESS RELATED MEETINGS. SCHEDULE J, PART II COMPENSATION OF THE CONGREGATION OF HOLY CROSS, U.S. PROVINCE, INC.: THERE ARE AMOUNTS LISTED ON FORM 990, PART VII, IN COLUMNS D-F, AS WELL AS THE AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMNS B-F FOR A MEMBER OF THE HOLY CROSS RELIGIOUS ORDER (FR. JOHN JENKINS). THE AMOUNTS LISTED ARE PAID DIRECTLY TO THEIR RELIGIOUS ORDER, CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC., RATHER THAN TO THIS INDIVIDUAL. $234,469 OF THE AMOUNT INCLUDED ON SCHEDULE J, PART II, COLUMN D FOR FR. JENKINS REPRESENTS QUALIFIED TUITION BENEFIT OFFERED TO MEMBERS OF THE CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC. FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO THE GOVERNING DOCUMENTS: THE BY-LAWS WERE AMENDED TO INCLUDE THE INDIANA ACADEMY AS A DIVISION OF INDEPENDENT COLLEGES OF INDIANA, INSTEAD OF SEPARATE LEGAL ENTITY. THIS MORE ACCURATELY REFLECTS HOW THE INDIANA ACADEMY OPERATES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: ICI'S BOARD OF DIRECTORS HAS FORMALLY DELEGATED AUTHORITY FOR THE REVIEW OF ITS FORM 990 TO THE ICI AUDIT COMMITTEE AFTER THE SAME IS PRELIMINARILY REVIEWED BY THE ORGANIZATION'S PRESIDENT AND THE DIRECTOR OF FINANCE. IN ADDITION, ICI'S OUTSIDE ACCOUNTING FORM REVIEWED THE FORM 990 BEFORE FILING. ICI USES THIS PROCESS TO ENSURE THAT ITS FORM 990 RECEIVED SUBSTANTIVE REVIEW BY STAFF, DIRECTORS, AND PROFESSIONALS WITH SPECIFIC KNOWLEDGE OF ICI'S ACTIVITIES AND EXTENSIVE FINANCIAL, ACCOUNTING, AND TAX EXPERTISE. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT REQUIRES DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO SUBMIT AN ANNUAL CONFLICT OF INTEREST DISCLOSURE. THE ANNUAL DISCLOSURE REQUIRES DIRECTORS, OFFICERS, AND KEY EMPLOYEES TO DISCLOSE, IN WRITING, ANY KNOWN FINANCIAL INTEREST THAT THE INDIVIDUAL (TOGETHER WITH FAMILY MEMBERS) HAS IN ANY BUSINESS ENTITY THAT TRANSACTS BUSINESS WITH THE ORGANIZATION. IN ADDITION, DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST THAT ARISE MID-YEAR IN RELATION TO A PROPOSED TRANSACTION. THE CONFLICT OF INTEREST POLICY REQUIRES THAT ANY INDIVIDUAL WITH A CONFLICT BE RECUSED FROM THE DECISION-MAKING PROCESS, THAT INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS DETERMINE THAT THE PROPOSED TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION, AND THE TRANSACTION MUST BE APPROVED BY A VOTE OF THE INDEPENDENT DIRECTORS OR COMMITTEE MEMBERS WITHOUT THE PARTICIPATION OF ANY INTERESTED INDIVIDUAL. FORM 990, PART VI, SECTION B, LINE 15A AND 15B REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION OF THE CEO. THIS COMMITTEE IS COMPRISED OF DISINTERESTED BOARD MEMBERS, AND THEY RELY UPON COMPARABILITY DATA REGARDING SIMILARLY SITUATED INDIVIDUALS AT PEER ORGANIZATIONS WHEN SETTING THE PROPOSED COMPENSATION TERMS. THIS PROCESS INSURES THAT ALL COMPENSATION ARRANGEMENTS WITH RELATED PARTIES ARE EVALUATED AND ENTERED INTO AT ARMS' LENGTH AND THAT ANY COMPENSATION THAT IS PAID TO A RELATED PARTY IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE CEO EVALUATES THE OTHER EMPLOYEES AND DETERMINES THEIR COMPENSATION AND ENSURE THAT IT IS REASONABLE AND REFLECTS FAIR MARKET VALUE. THE COMPENSATION OF THE OTHER EMPLOYEES ARE RATIFIED AND APPROVED BY THE EXECUTIVE COMMITTEE BASED ON THE CEO'S RECOMMENDATION. THE LAST COMPENSATION REVIEWS WERE CONDUCTED IN THE JULY OF 2015. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCS., FIN.STATEMENTS, AND COI POLICY: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO ALL DONORS AND AVAILABLE UPON REQUEST TO ALL OTHERS RELATED ORGANIZATIONS. FORM 990, PART VII, SECTION A AND ATTACHMENT 2 COMPENSATION FROM RELATED ORGANIZATIONS: ICI IS REPORTING IN COLUMNS (E) AND (F) ON ATTACHMENT 2 REPORTABLE COMPENSATION RECEIVED BY ITS DIRECTORS AND OFFICERS FROM THEIR OWN COLLEGES AND UNIVERSITIES, WHICH ARE RELATED ORGANIZATIONS. THE DIRECTORS AND OFFICERS DID NOT RECEIVE COMPENSATION FROM ICI FOR THEIR SERVICE AS OFFICERS OR DIRECTORS OF ICI. THE DIRECTORS AND OFFICERS WORK 40 OR MORE HOURS FOR THEIR RESPECTIVE COLLEGES AND UNIVERSITIES. THERE ARE AMOUNTS LISTED ON FORM 990, PART VII, IN COLUMNS D-F, AS WELL AS THE AMOUNTS LISTED ON SCHEDULE J, PART II, COLUMNS B-F FOR A MEMBER OF THE HOLY CROSS RELIGIOUS ORDER (FR. JOHN JENKINS). THE AMOUNTS LISTED ARE PAID DIRECTLY TO THEIR RELIGIOUS ORDER, CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC., RATHER THAN TO THIS INDIVIDUAL. $209,222 OF THE AMOUNT INCLUDED ON SCHEDULE J, PART II, COLUMN D FOR FR. JENKINS REPRESENTS QUALIFIED TUITION BENEFIT OFFERED TO MEMBERS OF THE CONGREGATION OF HOLY CROSS, UNITED STATES PROVINCE, INC. BLUE FRONTIER LLC 12800 N MERIDIAN ST CARMEL IN 46032 EDUCATION IN 91874 15616 ICIINC ANCILLA COLLEGE 9601 UNION RD POBOX 1 DONALDSON IN 46513 356071917 EDUCATION IN 501(C)3 2 NA false ANDERSON UNIVERSITY 1100 E FIFTH STREET ANDERSON IN 46012 350867954 EDUCATION IN 501(C)3 2 NA false BETHEL COLLEGE 1001 BETHEL CIRCLE MISHAWAKA IN 46545 350935587 EDUCATION IN 501(C)3 2 NA false BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 350867977 EDUCATION IN 501(C)3 2 NA false CALUMET COLLEGE OF ST JOSEPH 2400 NEW YORK AVE WHITING IN 46394 351087173 EDUCATION IN 501(C)3 2 NA false DEPAUW UNIVERSITY 313 S LOCUST ST GREENCASTLE IN 46135 350869045 EDUCATION IN 501(C)3 2 NA false EARLHAM COLLEGE 801 NATIONAL ROAD WEST RICHMOND IN 47374 350868073 EDUCATION IN 501(C)3 2 NA false FRANKLIN COLLEGE 101 BRQANIGIN BLVD FRANKLIN IN 46131 350868086 EDUCATION IN 501(C)3 2 NA false GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 46526 352158366 EDUCATION IN 501(C)3 2 NA false GRACE COLLEGE 200 SEMINARY DRIVE WINONA IN 46590 350868095 EDUCATION IN 501(C)3 2 NA false HANOVER COLLEGE 359E LAGRANGE RD POBOX 108 HANOVER IN 47243 350868096 EDUCATION IN 501(C)3 2 NA false HOLY CROSS COLLEGE 54515 STATE ROAD 933 POBOX 308 NOTRE DAME IN 46556 351148835 EDUCATION IN 501(C)3 2 NA false HUNTINGTON UNIVERSITY 2303 COLLEGE AVE HUNTINGTON IN 46750 350868101 EDUCATION IN 501(C)3 2 NA false INDIANA TECH 1600 E WASHINGTON BLVD FT WAYNE IN 46803 350845258 EDUCATION IN 501(C)3 2 NA false INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 46953 350885591 EDUCATION IN 501(C)3 2 NA false MANCHESTER UNIVERSITY 604 E COLLEGE AVE NORTH MANCHESTER IN 46962 350868127 EDUCATION IN 501(C)3 2 NA false MARIAN UNIVERSITY 3200 COLD SPRING RD INDIANAPOLIS IN 46222 350868175 EDUCATION IN 501(C)3 2 NA false MARTIN UNIVERSITY 2171 AVONDALE PLACE POBOX 18567 INDIANAPOLIS IN 46218 310970262 EDUCATION IN 501(C)3 2 NA false OAKLAND CITY UNIVERSITY 138 N LUCRETIA ST OAKLAND CITY IN 47660 350869093 EDUCATION IN 501(C)3 2 NA false ROSE-HULMAN INSTITUTE OF TECHNOLOGY 5500 WABASH AVE TERRE HAUTE IN 47803 350868149 EDUCATION IN 501(C)3 2 NA false SAINT JOSEPH'S COLLEGE US HIGHWAY 231 PO BOX 870 RENSSELAER IN 47978 350868152 EDUCATION IN 501(C)3 2 NA false SAINT MARY-OF-THE-WOODS COLLEGE SAINT MARY-OF-THE-WOODS ST MARYOFWOODS IN 47876 351065063 EDUCATION IN 501(C)3 2 NA false SAINT MARY'S COLLEGE NOTRE DAME NOTRE DAME IN 46556 350868158 EDUCATION IN 501(C)3 2 NA false TAYLOR UNIVERSITY 236 WEST READE AVE UPLAND IN 46989 350868181 EDUCATION IN 501(C)3 2 NA false TRINE UNIVERSITY ONE UNIVERSITY AVE ANGOLA IN 46703 350715530 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF EVANSVILLE 1800 LINCOLN AVE EVANSVILLE IN 47722 350868074 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF INDIANAPOLIS 1400 E HANNA AVE INDIANAPOLIS IN 46227 350868107 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF NOTRE DAME NOTRE DAME NOTRE DAME IN 46556 350868188 EDUCATION IN 501(C)3 2 NA false UNIVERSITY OF SAINT FRANCIS 2701 SPRING STREET FORT WAYNE IN 46808 350886846 EDUCATION IN 501(C)3 2 NA false VALPARAISO UNIVERSITY 1700 CHAPEL DRIVE VALPARAISO IN 46383 350868125 EDUCATION IN 501(C)3 2 NA false WABASH COLLEGE PO BOX 352 CRAWFORDSVILLE IN 47933 350868202 EDUCATION IN 501(C)3 2 NA false false true false false false false false false false false false false false false false false false false false