COMMUNITY FOUNDATION ALLIANCE INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION ALLIANCE INC (EIN 35-1830262)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201611349349307271
- Schema version
- 2014v6.0
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T05:05:11-00:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wotco Accounting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1016 N Court POB 187 | AddressLine1Txt |
| City | Grayville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62844 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351830262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation Alliance Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 8124291191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 E Virginia Room Suite 4 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jill Tullar | PersonNm |
| Person Title | SecretaryExecutive Director | PersonTitleTxt |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebecca Alcorn CPA | PreparerPersonNm |
| Phone | 6183755151 | PhoneNum |
| Preparation | 2016-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jill Tullar | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 E Virginia Suite 4 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,736,246 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.alliance9.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | The Community Foundation Alliance Inc is a charitable resource devoted to its local communities. It helps people make meaningful gifts to improve life in its partner counties today and for generations to come. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,206,559 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,442,828 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,134,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,177,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $155,032 | PYOtherRevenueAmt |
| CY Other Revenue | $91,443 | CYOtherRevenueAmt |
| PY Total Revenue | $4,515,710 | PYTotalRevenueAmt |
| CY Total Revenue | $8,731,379 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,388,492 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,438,095 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $940,288 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $976,953 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $409,476 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $482,961 | PYOtherExpensesAmt |
| CY Other Expenses | $577,625 | CYOtherExpensesAmt |
| PY Total Expenses | $3,811,741 | PYTotalExpensesAmt |
| CY Total Expenses | $3,992,673 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $703,969 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,738,706 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,543,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,352,979 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,343,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,281,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,199,666 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,071,211 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Community Foundation Alliance Inc is a charitable resource devoted to its local communities. The Organization helps people make meaningful gifts that improve life in Daviess, Gibson, Knox, Perry, Pike, Posey, Spencer, Vanderburgh, and Warrick counties today and for generations to come. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,220,625 | ExpenseAmt |
| Grant | $1,169,896 | GrantAmt |
| Desc | HEALTH AND HUMAN SERVICES - Grants were awarded for activities that improve health outcomes, maximize functioning of special needs populations, support public protection, food and nutrition, housing/shelter, disaster preparedness and child day care programs. Typical services provided were promotion of good nutrition, health care services for uninsured women and low income children, equipment and training, natural disaster relief, and general operating support for dozens of charities. 281 grants were awarded for Health and Human Services. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $893,914 | ExpenseAmt |
| Grant | $856,764 | GrantAmt |
| Desc | EDUCATION - Many of these grants were for scholarships, while other grants were for activities that promote and strengthen educational attainment both inside and outside of the classroom. Support was also provided to libraries and other organizations that provide education related services to students and schools. 671 grants were awarded for scholarship and other education activities. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $220,586 | ExpenseAmt |
| Grant | $211,419 | GrantAmt |
| Desc | RECREATION AND COMMUNITY DEVELOPMENT - Grants were awarded for equipment and maintenance of playgrounds and parks, coummunity development, improvements to downtown areas, and support for commuity wide events and community centers. 57 grants were distributed for recreational and community development. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $631,963 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $605,700 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,967,088 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 32 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca S Alcorn | PersonNm |
| Phone | 8124291191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5000 E Virginia St Suite 4 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Jodie Giles | ||||||
| Chairman | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| John Dudenhoeffer | ||||||
| Vice Chairman | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jean Blanton | ||||||
| Treasurer | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Chris Harmon | ||||||
| Immediate Past Chairman | 002.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Shane Bonaparte | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Tricia Hollander-Henning | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Tony Noelle | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Pearson | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Beth Schmitt | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Mason Seay | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Paul Singleton | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Grant Taylor | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Will Teague | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Carolyn Veale | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Andrew Wilson | ||||||
| Director | 002.00 | Yes (X) | $0 | $0 | $0 | |
| Jill Tullar | ||||||
| Secretary/Executive Director | 040.00 | Yes (X) | $107,800 | $0 | $12,771 | |
| Rebecca Alcorn CPA | ||||||
| Finance Officer | 030.00 | Yes (X) | $67,878 | $0 | $2,453 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $175,678 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $15,224 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Related Organizations | $77,808 | RelatedOrganizationsAmt |
| Government Grants | $155,642 | GovernmentGrantsAmt |
| All Other Contributions | $5,209,378 | AllOtherContributionsAmt |
| Noncash Contributions | $240,450 | NoncashContributionsAmt |
| Total Contributions | $5,442,828 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $20,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,455,944 | TotalRevenueColumnAmt |
| Exclusion | $1,455,944 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,634,874 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,913,710 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,721,164 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,721,164 | TotalRevenueColumnAmt |
| Exclusion | $1,721,164 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $174,227 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $91,157 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,070 | TotalRevenueColumnAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,373 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,373 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,373 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,731,379 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,373 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $3,177,108 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,679 | TotalAmt |
| Program Services | $2,135,679 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,416 | TotalAmt |
| Program Services | $302,416 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,678 | TotalAmt |
| Management And General | $175,678 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $655,509 | TotalAmt |
| Program Services | $294,979 | ProgramServicesAmt |
| Management And General | $183,543 | ManagementAndGeneralAmt |
| Fundraising | $176,987 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,540 | TotalAmt |
| Program Services | $9,243 | ProgramServicesAmt |
| Management And General | $5,751 | ManagementAndGeneralAmt |
| Fundraising | $5,546 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,915 | TotalAmt |
| Program Services | $29,662 | ProgramServicesAmt |
| Management And General | $18,456 | ManagementAndGeneralAmt |
| Fundraising | $17,797 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,311 | TotalAmt |
| Program Services | $20,759 | ProgramServicesAmt |
| Management And General | $25,504 | ManagementAndGeneralAmt |
| Fundraising | $13,048 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,312 | TotalAmt |
| Management And General | $14,312 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,600 | TotalAmt |
| Management And General | $16,600 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,637 | TotalAmt |
| Management And General | $91,637 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,508 | TotalAmt |
| Program Services | $19,754 | ProgramServicesAmt |
| Fundraising | $19,754 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,644 | TotalAmt |
| Program Services | $41,690 | ProgramServicesAmt |
| Management And General | $25,940 | ManagementAndGeneralAmt |
| Fundraising | $25,014 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,792 | TotalAmt |
| Program Services | $22,406 | ProgramServicesAmt |
| Management And General | $13,942 | ManagementAndGeneralAmt |
| Fundraising | $13,444 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,631 | TotalAmt |
| Program Services | $37,635 | ProgramServicesAmt |
| Management And General | $23,416 | ManagementAndGeneralAmt |
| Fundraising | $22,580 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,855 | TotalAmt |
| Program Services | $8,935 | ProgramServicesAmt |
| Management And General | $5,559 | ManagementAndGeneralAmt |
| Fundraising | $5,361 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,104 | TotalAmt |
| Program Services | $10,847 | ProgramServicesAmt |
| Management And General | $6,749 | ManagementAndGeneralAmt |
| Fundraising | $6,508 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,909 | TotalAmt |
| Program Services | $13,009 | ProgramServicesAmt |
| Management And General | $8,095 | ManagementAndGeneralAmt |
| Fundraising | $7,805 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,309 | TotalAmt |
| Program Services | $1,489 | ProgramServicesAmt |
| Management And General | $927 | ManagementAndGeneralAmt |
| Fundraising | $893 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Training and Planning | $9,343 | $9,343 | |
| Asset Development | $94,739 | $94,739 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,242 | TotalAmt |
| Program Services | $9,242 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,992,673 | TotalAmt |
| Program Services | $2,967,088 | ProgramServicesAmt |
| Management And General | $616,109 | ManagementAndGeneralAmt |
| Fundraising | $409,476 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,606 | BOYAmt |
| EOY | $39,831 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,862 | BOYAmt |
| EOY | $6,359,274 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,853 | BOYAmt |
| EOY | $272,509 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,943 | BOYAmt |
| EOY | $166,965 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,914 | BOYAmt |
| EOY | $12,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $398,099 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $146,862 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,850 | BOYAmt |
| EOY | $251,237 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,949,272 | BOYAmt |
| EOY | $49,916,013 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,027,767 | BOYAmt |
| EOY | $14,893,592 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,341,179 | BOYAmt |
| EOY | $3,440,695 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,543,246 | BOYAmt |
| EOY | $75,352,979 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,979 | BOYAmt |
| EOY | $95,183 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,351 | BOYAmt |
| EOY | $333,410 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,096,873 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,753,250 | BOYAmt |
| EOY | $4,756,302 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,343,580 | BOYAmt |
| EOY | $9,281,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,653,080 | BOYAmt |
| EOY | $62,528,095 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,546,586 | BOYAmt |
| EOY | $3,202,176 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $340,940 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,199,666 | BOYAmt |
| EOY | $66,071,211 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,543,246 | BOYAmt |
| EOY | $75,352,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,738,706 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,867,161 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $1,411,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,573,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,885,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,226,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,462,828 | CurrentTaxYearAmt |
| Total | $12,560,067 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,411,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,573,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,885,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,226,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,462,828 | CurrentTaxYearAmt |
| Total | $12,560,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $12,560,067 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,046,191 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,431,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,882,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,134,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,177,108 | CurrentTaxYearAmt |
| Total | $11,671,105 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $188,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $188,105 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $219,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,468 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $91,443 | CurrentTaxYearAmt |
| Total | $824,312 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,055,484 | TotalSupportAmt |
| Public Support CY170 | 0.50130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.46720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
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) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,492,530 | BeginningYearBalanceAmt |
| Contributions | $4,464,655 | ContributionsAmt |
| Investment Earnings Or Losses | -$273,594 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,068,196 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,562 | OtherExpendituresAmt |
| Administrative Expenses | $807,902 | AdministrativeExpensesAmt |
| End Year Balance | $49,795,931 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,652,619 | BeginningYearBalanceAmt |
| Contributions | $1,269,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$975,577 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,743,742 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,017 | OtherExpendituresAmt |
| Administrative Expenses | $691,803 | AdministrativeExpensesAmt |
| End Year Balance | $48,492,530 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,100,200 | BeginningYearBalanceAmt |
| Contributions | $1,196,476 | ContributionsAmt |
| Investment Earnings Or Losses | $5,156,272 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $982,658 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,317 | OtherExpendituresAmt |
| Administrative Expenses | $803,354 | AdministrativeExpensesAmt |
| End Year Balance | $50,652,619 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,100,877 | BeginningYearBalanceAmt |
| Contributions | $1,439,555 | ContributionsAmt |
| Investment Earnings Or Losses | -$726,524 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,795,347 | GrantsOrScholarshipsAmt |
| Other Expenditures | $203,228 | OtherExpendituresAmt |
| Administrative Expenses | $715,133 | AdministrativeExpensesAmt |
| End Year Balance | $46,100,200 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,388,519 | BeginningYearBalanceAmt |
| Contributions | $1,013,405 | ContributionsAmt |
| Investment Earnings Or Losses | $7,899,529 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $529,702 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,506 | OtherExpendituresAmt |
| Administrative Expenses | $668,368 | AdministrativeExpensesAmt |
| End Year Balance | $48,100,877 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,943 | OtherCostOrOtherBasisAmt |
| Book Value | $59,943 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,335 | OtherCostOrOtherBasisAmt |
| Book Value | $4,335 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $333,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,862 | DepreciationAmt |
| Book Value | $186,959 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $251,237 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $13,001,260 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,892,332 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Financial derivatives and other financial products | $13,001,260 | F |
| Closely-held equity interests | $1,892,332 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,893,592 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal income taxes | |
| Amounts held for other agencies | $4,594,257 |
| Annuities payables | $162,045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,756,302 | TotalLiabilityAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Gala/Trivia/Triathlong | Event1Nm |
| Gross Receipts Event1 | $174,227 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $174,227 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,941 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,786 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $52,430 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $174,227 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $174,227 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,941 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,786 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $52,430 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $91,157 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $83,070 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (77 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Albion Fellows Bacon Center | |||||||
| PO Box 3164 | Evansville | IN | 47731 | 311029051 | 501c3 | $10,000 | Primary Prevention Programs |
| Alice of Old Vincennes A Muscial Inc | |||||||
| 2202 E Seminole Dr | Vincennes | IN | 47591 | 461050563 | 501c3 | $8,000 | Orchestration |
| American Red Cross Old NW Territory Chapter | |||||||
| PO Box 278 | Vincennes | IN | 47591 | 350998712 | 501c3 | $8,600 | Delivering help, hope healing |
| American Red Cross of Southern Indiana | |||||||
| 29 S Stockwell Rd | Evansville | IN | 47714 | 350867941 | 501c3 | $10,000 | Delivering help, hope healing |
| Ark Inc Crisis Child Care Center | |||||||
| 415 Lincoln Ave | Evansville | IN | 477132465 | 351553918 | 501c3 | $12,000 | Program playground renovation |
| Arts Council of Southwestern IN | |||||||
| 318 Main St Ste 101 | Evansville | IN | 47708 | 351315306 | 501c3 | $8,880 | Parks Fest AOSI |
| Aurora Inc | |||||||
| 1100 Lincoln Ave | Evansville | IN | 47714 | 351759576 | 501c3 | $6,500 | For General Support |
| Bread of Life Ministry | |||||||
| 13188 Spurgeon Rd | Lynnville | IN | 47619 | 351672783 | 501c3 | $22,800 | Coalition Loads |
| Cannelton Foundation | |||||||
| PO Box 124 | Cannelton | IN | 47520 | 204939312 | 501c3 | $5,570 | Building Upon Succes APS |
| Central Christian Church | |||||||
| 10 W Van Trees | Washington | IN | 47501 | 351082590 | 501c3 | $11,980 | Backpakc Kids Harvest Garden |
| Children's Center for Dance Education | |||||||
| 5900 Vogel Rd Ste A | Evansville | IN | 47715 | 351947771 | 501c3 | $11,033 | Programs |
| Daviess County Partnership Inc | |||||||
| 108 Southside Ave | Washington | IN | 47501 | 331088311 | 501c3 | $5,000 | Jubilee Christmas assistance |
| Deaconess Hospital Foundation | |||||||
| 600 Mary St | Evansville | IN | 47747 | 350593390 | 501c3 | $11,195 | Heartsaver Program |
| East Gibson School Corporation | |||||||
| 941 S Franklin St | Oakland City | IN | 47660 | 042296967 | 501c3 | $9,000 | Social Worker |
| Easter Seals Rehabilitation Center | |||||||
| 3701 Bellemeade Ave | Evansville | IN | 47714 | 351087526 | 501c3 | $11,600 | General and program support |
| Echo Housing Corporation | |||||||
| 414 Baker Ave | Evansville | IN | 477101702 | 351831922 | 501c3 | $5,000 | General support |
| Evansville African-American Museum Inc | |||||||
| 579 S Garvin St | Evansville | IN | 47713 | 352079185 | 501c3 | $7,880 | AOSI grant |
| Evansville Christian Life Center | |||||||
| 509 S Kentucky Ave | Evansville | IN | 47714 | 311191608 | 501c3 | $5,800 | Program grant |
| Evansville Civic Theatre | |||||||
| 717 N Fulton Ave | Evansville | IN | 47710 | 351423844 | 501c3 | $7,880 | AOSI grant |
| Evansville Museum of Arts History & Science | |||||||
| 411 SE Riverside Dr | Evansville | IN | 47713 | 350874517 | 501c3 | $18,730 | General support |
| Evansville Philharmonic Orchestra | |||||||
| 401 SE 6th St Ste 105 | Evansville | IN | 47701 | 350965634 | 501c3 | $4,950 | Program grants |
| Friends for the Kids of Daviess County | |||||||
| 108 Southside Ave | Washington | IN | 47501 | 351811669 | 501c3 | $8,100 | Program grant |
| Generations Vincennes U Statewide Service | |||||||
| 1019 N 4th St | Vincennes | IN | 47591 | 237268826 | 501c3 | $5,000 | Program grant |
| Gibson County Fairgrounds Pavilion Inc | |||||||
| PO Box 356 | Princeton | IN | 47670 | 352013911 | 501c3 | $57,077 | Building and improvements |
| Habitat for Humanity | |||||||
| 1302 Brumfield Ave | Princeton | IN | 47670 | 351959561 | 501c3 | $7,000 | Home build |
| Holly's House | |||||||
| 750 North Park Dr | Evansville | IN | 47724 | 204475135 | 501c3 | $21,193 | Child abuse prevention program |
| Hoosier Salon New Harmony Gallery | |||||||
| 507 Church St | New Harmony | IN | 47631 | 350393284 | 501c3 | $10,628 | General support |
| Hope House Church on the Way | |||||||
| 700 W Van Trees St | Washington | IN | 47501 | 351983221 | 501c3 | $12,000 | Program support |
| Jasper Community Arts Commission | |||||||
| 951 College Ave | Jasper | IN | 47546 | 356001066 | 501c3 | $11,820 | AOSII grant |
| Junior Achievement of Owensboro | |||||||
| 1195 Wing Ave | Owensboro | KY | 42303 | 610564988 | 501c3 | $6,900 | Program support |
| Junior Achievement of Southwestern Indiana | |||||||
| 431 E Diamond Ave | Evansville | IN | 47711 | 356048156 | 501c3 | $14,700 | Program support |
| Keep Vincennes Rolling | |||||||
| 1078 N Aspen Dr | Vincennes | IN | 47591 | 461880352 | 501c3 | $7,250 | Program support |
| Koch Family Chidren's Museum of Evansville | |||||||
| PO Box 122 | Evansville | IN | 47701 | 351951848 | 501c3 | $6,045 | Program support |
| Memorial Community Development Corporation | |||||||
| 920 Oak St | Evansville | IN | 47713 | 351962979 | 501c3 | $7,500 | Weekend childcare program |
| MSD of Mt Vernon | |||||||
| 1000 W 4th St | Mount Vernon | IN | 47620 | 356006027 | 501c3 | $5,500 | Program support |
| MSD of North Posey County | |||||||
| 101 N Church St | Poseyville | IN | 47633 | 501c3 | $9,828 | Program support | |
| Nature Conservancy | |||||||
| 620 E Ohio | Indianapolis | IN | 46202 | 530242652 | 501c3 | $5,000 | Program support |
| New Harmony Project | |||||||
| PO Box 441062 | Indianapolis | IN | 46244 | 351728624 | 501c3 | $7,880 | AOSI grant |
| NHBA Education and Activity Fund | |||||||
| PO Box 45 | New Harmony | IN | 47631 | 208882520 | 501c3 | $5,755 | Program support |
| North Spencer County School Corporation | |||||||
| 3720 E State Road | Lincoln City | IN | 47552 | 353311132 | 501c3 | $5,189 | Program support |
| Odon Police Department | |||||||
| 109 S Spring St | Odon | IN | 47562 | 356005010 | 501c3 | $6,285 | Program support |
| Owensville REH Center | |||||||
| 205 W Walnut | Owensville | IN | 47665 | 464350835 | 501c3 | $19,395 | General support |
| Parenting Time Center | |||||||
| 101 NW 10th St | Evansville | IN | 47708 | 270991381 | 501c3 | $9,984 | Program support |
| Petersburg Elementary School | |||||||
| 1415 E Alford St | Petersburg | IN | 47567 | 351123799 | 501c3 | $8,873 | Chrome books and other programming |
| Pike County School Corporation | |||||||
| 907 Walnut St | Petersburg | IN | 47567 | 501c3 | $10,000 | Program support | |
| Posey County Pound Puppies | |||||||
| 8811 Glenwood Dr | Mount Vernon | IN | 47620 | 264022440 | 501c3 | $5,000 | PC Dogs Health and Adoption Project |
| Pregancy Care Center of Washington | |||||||
| PO Box 589 | Washington | IN | 47501 | 760723485 | 501c3 | $9,000 | Programming |
| Reitz Home Preservation Society Inc | |||||||
| PO Box 1322 | Evansville | IN | 47706 | 237372602 | 501c3 | $7,880 | AOSI |
| Ribeyre Gymnasium Restoration Group Inc | |||||||
| 603 Main St | New Harmony | IN | 47631 | 760746519 | 501c3 | $7,200 | Improvements |
| Senior and Family Services Inc | |||||||
| 211 E Main St | Washington | IN | 47501 | 351763247 | 501c3 | $5,164 | Programming |
| South Spencer School Corporation | |||||||
| 321 S 5th St | Rockport | IN | 47635 | 351105590 | 501c3 | $7,450 | Programming |
| St Mary's Health Foundation | |||||||
| 3700 Washington Ave | Evansville | IN | 47750 | 350869065 | 501c3 | $7,000 | Mobile Dental Clinic |
| Spencer County CASA | |||||||
| PO Box 152 | Rockport | IN | 47635 | 356000197 | 501c3 | $11,050 | Program support |
| Southern Indiana Resource Solutions Inc | |||||||
| 1579 S Folsomville Rd | Boonville | IN | 47601 | 351152797 | 501c3 | $6,100 | Programming |
| St Paul Catholic Church Catholic Ministry Center | |||||||
| 824 Jefferson St | Tell City | IN | 47586 | 501c3 | $5,000 | Weekend backpack program | |
| Strings Inc | |||||||
| 412 E 21st St | Ferdinand | IN | 47532 | 351775069 | 501c3 | $5,910 | AOSI grant |
| Sycamore Land Trust | |||||||
| PO Box 7801 | Bloomington | IN | 47407 | 351830637 | 501c3 | $5,000 | Beanblossom Crk project |
| Tales and Scales Inc | |||||||
| 318 Main St | Evansville | IN | 47735 | 311186906 | 501c3 | $6,895 | AOSI grant |
| Tell City Jr Sr High School | |||||||
| 900 12th St | Tell City | IN | 47586 | 351184876 | 501c3 | $6,250 | Program support |
| The Arc of Evansville | |||||||
| 615 W Virginia St | Evansville | IN | 47710 | 350992718 | 501c3 | $8,420 | Program expansion |
| The Potter's Wheel Inc | |||||||
| 333 Jefferson Ave | Evansville | IN | 47713 | 743105998 | 501c3 | $5,960 | Convection oven |
| Town of New Harmony Park Board | |||||||
| PO Box 340 | New Harmony | IN | 47631 | 356001136 | 501c3 | $11,124 | Murphy Park Shelter House Renovation |
| TriState Food Bank | |||||||
| 801 E Michigan St | Evansville | IN | 47711 | 351539870 | 501c3 | $10,100 | Programming support |
| Tulip Tree Health Services of Gibson County | |||||||
| 123 N McCreary St | Ft Branch | IN | 47648 | 352055749 | 501c3 | $5,000 | Replace XP laptops and desktops |
| United Caring Services | |||||||
| 324 NW 6th St | Evansville | IN | 47708 | 351892153 | 501c3 | $8,000 | General support |
| United Way of Henderson County | |||||||
| PO Box 1097 | Henderson | KY | 42419 | 610444700 | 501c3 | $7,500 | General support |
| United Way of Southwestern Indiana Inc | |||||||
| 101 NW 1st St Ste 215 | Evansville | IN | 47701 | 350868069 | 501c3 | $26,000 | General support |
| Vanderburgh County CASA | |||||||
| 728 Court St | Evansville | IN | 47708 | 351601081 | 501c3 | $41,193 | Programming |
| Vanderburgh County Sheriff's Office | |||||||
| 3500 N Harlan Ave | Evansville | IN | 47711 | 356000205 | 501c3 | $10,369 | Body cameras and software |
| Vincennes Parks & Recreation Department | |||||||
| 17 Hart St | Vincennes | IN | 47591 | 356001221 | 501c3 | $94,689 | Project support |
| Wadesville Center Township Vol Fire Dept | |||||||
| PO Box 180 | Wadesville | IN | 47638 | 351474004 | 501c3 | $19,445 | General and project support |
| Washington Community Schools Inc | |||||||
| 301 E South St | Washington | IN | 47501 | 351099438 | 501c3 | $5,000 | Programming support |
| Washington Parks & Recreation Department | |||||||
| 101 NE 3rd St | Washington | IN | 47501 | 501c3 | $25,513 | Programming support | |
| Washington Police Department | |||||||
| 101 NE 3rd St | Washington | IN | 47501 | 356001228 | 501c3 | $18,115 | Mobile video project |
| YMCA of Vincennes | |||||||
| 2010 College Ave | Vincennes | IN | 47591 | 350868218 | 501c3 | $10,247 | Programming support |
| YWCA of Evansville IN Inc | |||||||
| 118 Vine St | Evansville | IN | 47708 | 350869075 | 501c3 | $48,938 | Programming support |
| Zion Lippe United Church of Christ | |||||||
| 9000 Copperline Rd E | Mount Vernon | IN | 47620 | 351530734 | 501c3 | $5,000 | Program support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 77 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | Grants at the 20,000 or greater level require a written final report be completed by the grantee after the grant is received or at project completion which ever comes first. The reports are reviewed by staff to ensure compliance with the grant terms. Foundation staff and board members periodically check in with those grantees receiving grant awards less than 20,000 or for general support of their operations. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $186,048 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Office Sapce | 60 | $20,400 | Fair Market Value |
| Yes (X) | Supplies | $19,021 | Fair Market Value | |
| Yes (X) | Life Insurance-CFA Owner | 2 | $14,981 | Cash Surrener Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Program Service Expenses 311,681, Grants and allocations 298,728, Revenue 0 ARTS AND CULTURE - These grants include activities that make the arts accessible to low-income populations, promote and enhance the understanding and appreciation of the arts. 115 grants were awarded in the area of arts and culture. |
| Form 990, Part III, Line 4d | Program Service Expenses 182,561, Grants and allocations 174,974, Revenue 0 YOUTH DEVELOPMENT - Most of these grants were for activities that help children grow and develop as well as strengthen the family unit. 51 Grants for Youth Development. |
| Form 990, Part III, Line 4d | Program Service Expenses 71,445, Grants and allocations 68,476, Revenue 0 RELIGION AND SPIRITUAL DEVELOPMENT - These grants were made from restricted funds to provide general or specific support to houses of worship and their congregations. 45 grants were awarded. |
| Form 990, Part III, Line 4d | Program Service Expenses 66,276, Grants and allocations 63,522, Revenue 0 ENVIRONMENT - Grants supporting the environment included general and specific support to parks, greenway projects, animal shelters and a zoo. 30 grants were awarded to benefit the environment. |
| Form 990, Part VI, Section B, Line 11a | Executive Director and the Finance Officer review before submitting to the Board for their review. |
| Form 990, Part VI, Section B, Line 12C | Prior to any action on substantive busines the Chairman of the Board or Chairman of a Committee shall state the policy on conflicts of interest. Should a conflict of interest transaction arise, the director, committee member of officer so affected shall disclose the nature of the conflict and the material facts to the board or committee. The individual may be invited to participate in discussion after the disclosure but disqualified from voting. |
| Form 990, Part VI, Section B, Line 15a | Annually the Executive Committee reviews the compensation information utilitzing the annual salary survey from the Council of Foundations as well as other relevant materials and makes a recommendation to the full board. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, conflict of interest policy and financial statement copies are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Alliance Initiatives Fund Inc | ||||||||||
| 5000 E Virginia Suite 4 | Evansville | IN | 47715 | 352116083 | See Page 5 | IN | 501c3 | 11A | N/A | false |
| City of Evansville Endowment Fund | ||||||||||
| 5000 E Virginia Suite 4 | Evansville | IN | 47715 | 352062629 | See Page 5 | IN | 501c3 | 11a | N/A | false |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt |
|---|
| Alliance Initiative Fund Inc |
| c |
| City of Evansville Endowment Fund Inc |
| l |
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